ZIERK FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ZIERK FAMILY FOUNDATION (EIN 46-2243181)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-08
- IRS object ID
- 202103129349102360
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-08T18:59:07-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 943145806 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REALIZE CPA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 CALIFORNIA STREET SUITE 3550 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462243181 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ZIERK FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZIER | BusinessNameControlTxt |
| Phone | 4153625990 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5373 WENONAH DR | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID K ZIERK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4153625990 | PhoneNum |
| Signature | 2021-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | ZIERK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JILL LERVOLD | PreparerPersonNm |
| PTIN | P00440724 | PTIN |
| Phone | 4153625990 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $45,918,942 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $78,792 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $78,792 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $123,366 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $123,366 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $121,462 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $469,695 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $121,462 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $323,620 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $323,620 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $172,523 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,600 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $201 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $182,724 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,600 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,650,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,650,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,832,724 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,600 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,650,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,509,104 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $308,020 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $37,760,900 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $33,079,702 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $33,079,702 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $7,409,469 | AcctRcvblBOYAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,601,563 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,839,240 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $45,170,369 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,681,265 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $45,918,942 | TotalAssetsEOYFMVAmt |
| Grants Payable EOY | $20,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $45,170,369 | RetainedEarningBOYAmt |
| Retained Earning EOY | $43,661,265 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $45,170,369 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $43,661,265 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $45,170,369 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,681,265 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $45,170,369 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,509,104 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $43,661,265 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $43,661,265 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | BOEING CO | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2020-10-06 | AcquiredDt |
| Sold | 2020-12-04 | SoldDt |
| Gross Sales Price | $469,695 | GrossSalesPriceAmt |
| Cost Or Other Basis | $348,233 | CostOrOtherBasisAmt |
| Gain Or Loss | $121,462 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $121,462 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $121,462 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,281 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,281 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,281 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $11 | EsPenaltyAmt |
| Overpayment | $15,708 | OverpaymentAmt |
| Applied To ES Tax | $15,708 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | HI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID ZIERK | IndividualWithBooksNm |
| Phone | 4158083008 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3963 MAPLE AVENUE SUITE 450 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752193236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID K ZIERK | ||||||||
| 3963 MAPLE AVENUE SUITE 450 | DALLAS | TX | 752193236 | PRESIDENT & TREASURER | 1.00 | $0 | $0 | $0 |
| DAWN M ZIERK | ||||||||
| 3963 MAPLE AVENUE SUITE 450 | DALLAS | TX | 752193236 | VICE PRESIDENT & SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,998,267 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $37,823,571 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $44,821,838 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $44,821,838 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $672,328 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $44,149,510 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,207,476 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,207,476 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,281 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,281 | TotalTaxAmt |
| Distributable Before Adj | $2,203,195 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,203,195 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,203,195 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,650,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,650,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,650,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,203,195 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $193,290 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,278,129 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,287,919 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $599,894 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $4,359,232 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,650,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,650,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $553,195 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $553,195 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,806,037 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,806,037 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $918,224 | ExcessFromYear4Amt |
| Excess From Year3 | $2,287,919 | ExcessFromYear3Amt |
| Excess From Year2 | $599,894 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID K ZIERK | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASTI USA INC | |||||||
| 4 DIMMOCK RD | WATERFORD | CT | 063853805 | NONE | 501(C)(3) | TO SUPPORT THE ENDING OF ACID VIOLENCE AT A GLOBAL LEVEL. | $10,000 |
| BONTON FARMS | |||||||
| 6911 BEXAR ST | DALLAS | TX | 75215 | NONE | 501(C)(3) | TO SUPPORT THE COMMUNITY. | $25,000 |
| BOYS AND GIRLS CLUB OF THE BIG ISLAND | |||||||
| 100 KAMAKAHONU STREET | HILO | HI | 967202518 | NONE | 501(C)(3) | TO SUPPORT ALL THE YOUTH OF THE BIG ISLAND, ISLAND OF HAWAII. | $50,000 |
| CATHOLIC CAMPUS MINISTRY AT SMU | |||||||
| 3057 UNIVERSITY BLVD | DALLAS | TX | 752051944 | NONE | 501(C)(3) | TO SUPPORT THE CHURCH. | $20,000 |
| CHILD MIND INSTITUTE | |||||||
| 101 EAST 56TH STREET | NEW YORK | NY | 10022 | NONE | 501(C)(3) | TO SUPPORT CHILDREN AND FAMILIES STRUGGLING WITH MENTAL HEALTH AND LEARNING DISORDERS. | $10,000 |
| CSNK2A1 FOUNDATION | |||||||
| 1929 VAN NESS AVENUE | SAN FRANCISCO | CA | 941093007 | NONE | 501(C)(3) | TO SUPPORT THE FINDING A CURE FOR OKUR-CHUNG NEURODEVELOPMENTAL SYNDROME. | $10,000 |
| HAWAII PREPARATORY ACADEMY | |||||||
| 65-1692 KOHALA MOUNTAIN ROAD | WAIMEA | HI | 96743 | NONE | 501(C)(3) | TO SUPPORT EDUCATION | $65,000 |
| KUKIO COMMUNITY FUND | |||||||
| 4139 HARDY STREET SUITE C | LIHUE | HI | 96766 | NONE | 501(C)(3) | TO HELP SUPPORT THE COMMUNITY. | $20,000 |
| MI ESCUELITA PRESCHOOL | |||||||
| 4231 MAPLE AVENUE | DALLAS | TX | 752192402 | NONE | 501(C)(3) | TO SUPPORT THE CHILDREN IN THE SCHOOL. | $25,000 |
| NORTH DALLAS SHARED MINISTRIES | |||||||
| 2875 MERRELL ROAD | DALLAS | TX | 75229 | NONE | 501(C)(3) | TO SUPPORT LOW-INCOME FAMILES IN THE COMMUNITY. | $100,000 |
| NORTH TEXAS FOOD BANK | |||||||
| 3677 MAPLESHADE LANE | PLANO | TX | 75075 | NONE | 501(C)(3) | TO SUPPORT HUNGRY CHILDREN, SENIORS, AND FAMILIES. | $250,000 |
| PAUAHI FOUNDATION | |||||||
| 567 S KING ST 160 | HONOLULU | HI | 96813 | NONE | 501(C)(3) | TO IMPROVE LIVES WITHIN THE NATIVE HAWAIIAN COMMUNITY THROUGH EDUCATION. | $10,000 |
| PHILLIPS EXETER ACADEMY | |||||||
| 20 MAIN STREET | EXETER | NH | 03833 | NONE | 501(C)(3) | TO SUPPORT EDUCATION. | $50,000 |
| REDF | |||||||
| 221 MAIN STREET SUITE 1550 | SAN FRANCISCO | CA | 94105 | NONE | 501(C)(3) | TO CREATE JOBS FOR PEOPLE WHO FACE GREAT BARRIERS. | $300,000 |
| SOUTHWESTERN MEDIEVAL FOUNDATION | |||||||
| 3889 MAPLE AVENUE | DALLAS | TX | 752193911 | NONE | 501(C)(3) | TO SUPPORT MEDICAL EDUCATION, MEDICAL RESEARCH, AND PATIENT CARE IN THE NORTH TEXAS COMMUNITY. | $300,000 |
| ST MARK SCHOOL OF TEXAS | |||||||
| 10600 PRESTON RD | DALLAS | TX | 752304047 | NONE | 501(C)(3) | TO SUPPORT THE CHILDREN EDUCATION. | $100,000 |
| ST MICHAEL THE ARCHANGEL CHURCH | |||||||
| 67-390 GOODALE AVENUE | WAIALUA | HI | 96791 | NONE | 501(C)(3) | TO SUPPORT THE CHURCH. | $30,000 |
| TEACH FOR AMERICA - DALLAS- FORT WORTH | |||||||
| 600 N PEARL ST STE 2300 | DALLAS | TX | 75201 | NONE | 501(C)(3) | TO SUPPORT THE YOUTH IN THE COMMUNITY. | $100,000 |
| TEXAS 2036 | |||||||
| 3963 MAPLE AVENUE STE 290 | DALLAS | TX | 752193209 | NONE | 501(C)(3) | TO SUPPORT THE RESIDENT AND BUSINESS OF TEXANS. | $50,000 |
| THE DALLAS FOUNDATION | |||||||
| 3000 PEGASUS PARK DR 930 SUITE 390 | DALLAS | TX | 75247 | NONE | 501(C)(3) | TO SUPPORT THE CITY OF DALLAS. | $20,000 |
| THE GRACE SCIENCE FOUNDATION | |||||||
| 1142 CRANE ST STE 4 | MENLO PARK | CA | 940254336 | NONE | 501(C)(3) | TO SUPPORT THE DEVELOPING SCIENCE OF GENETIC DISEASES. | $40,000 |
| UNITED TO LEARN | |||||||
| 5310 HARVEST HILL RD STE 190 | DALLAS | TX | 752305823 | NONE | 501(C)(3) | TO SUPPORT THE SCHOOL AND COMMUNITY. | $20,000 |
| WESLEY-RANKIN COMMUNITY CENTER | |||||||
| 3100 CROSSMAN AVENUE | DALLAS | TX | 752123914 | NONE | 501(C)(3) | TO SUPPORT AN EFFECTIVE COMMUNITY WITHIN THE INNER-CITY AREA OF THE CITY OF DALLAS. | $25,000 |
| THE COMMIT PARTNERSHIP | |||||||
| 3800 MAPLE AVENUE | DALLAS | TX | 75219 | NONE | 501(C)(3) | TO SUPPORT THE COMMUNITY. | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,650,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $78,792 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $123,366 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $121,462 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $323,620 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $323,620 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTARY STATEMENTS | IdentifierTxt |
| Form And Line Reference | PART: XV LINE: 2 | FormAndLineReferenceDesc |
| Medium Explanation | THE ORGANIZATIONS PRIMARY ACTIVITY IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS QUALIFYING FOR EXEMPTION UNDER IRC SEC 501(C)(3). THE TRUSTEES CHOOSE THESE ORGANIZATIONS BASED UPON THEIR KNOWLEDGE OF THE ORGANIZATIONS ACTIVITIES. NO CONTRIBUTIONS, GRANTS, GIFTS, LOANS OR SCHOLARSHIPS ARE MADE TO INDIVIDUALS. THE ORGANIZATION DOES NOT PRESENTLY RECEIVE APPLICATIONS OR CONDUCT PROGRAMS FOR DONATIONS IN ITS ACTIVITIES. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS - JP MORGAN #6007 | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $10,601,563 | BookValueAmt |
| EOYFMV | $12,839,240 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $201 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID DAWN ZIERK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3963 MAPLE AVENUE SUITE 450 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752193236 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAXES | $156,923 | $0 | $0 | $0 |
| FOREIGN TAXES | $15,600 | $15,600 | $0 | $0 |
Comments