2020-11-12T17:08:35-06:00 2019-12-31 943145806 REALIZE CPA LLP 50 CALIFORNIA STREET SUITE 3550 SAN FRANCISCO CA 94111 990PF 2019-01-01 462243181 THE ZIERK FAMILY FOUNDATION ZIER 4153625990 3963 MAPLE AVENUE NO 450 DALLAS TX 752193236 DAVID K ZIERK PRESIDENT 4153625990 2020-11-04 1 JILL LERVOLD P00440724 4153625990 72.164.171.10 2020-11-04 13:53:58 PS P C87540FBEA8AD24125802CEEF0ACD7EDE55092E2 5B96FD6F25BF519C6E89DD8905E4F7BA5475A5F3 2019 2021-04-22 16:20:28Z X X 45170369 X X 202984 202984 12576480 18359582 12576480 12779464 12779464 0 0 0 0 0 9000 0 0 0 265521 0 0 0 30 0 0 0 274551 0 0 0 1052136 1052136 1326687 0 0 1052136 11452777 12779464 0 26801489 37760900 37760900 7409469 1133001 7409469 7409469 5783102 0 0 33717592 45170369 45170369 0 0 X 0 0 0 0 33717592 45170369 33717592 45170369 33717592 45170369 33717592 11452777 0 45170369 0 45170369 21.0549 SHARES OF MEDALLION FUND D 2013-03-31 2019-03-31 7522447 2237959 5284488 5284488 7.5246 SHARES OF MEDALLION FUND D 2017-01-31 2019-06-30 3007357 1123340 1884017 1884017 0.9168 SHARES OF MEDALLION FUND D 2017-01-31 2019-09-30 420309 136868 283441 283441 14.4669 SHARES OF MEDALLION FUND D 2017-01-31 2019-12-31 7409469 2284935 5124534 5124534 12576480 0 2243000 37283181 0.060161 3849972 33619779 0.114515 2557474 28087940 0.091052 1779001 21355375 0.083305 842932 14043466 0.060023 0.409056 0.081811 41771202 3417344 127795 3545139 1052136 255589 0 255589 0 255589 125000 0 0 125000 X 2399 132988 0 0 0 0 0 0 0 0 0 0 1 1 HI 1 0 1 0 0 1 N/A DAVID ZIERK 4158083008 3963 MAPLE AVENUE SUITE 450 DALLAS TX 752193236 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 TO PROVIDE FUNDS TO EDUCATION AND HEALTH-RELATED ORGANIZATIONS, FOCUSING PARTICULARLY ON CHILDREN AND THEIR NEEDS TO ENSURE A QUALITY CHILDHOOD AND SMOOTH TRANSITION TO ADULTHOOD 0 0 8024476 34382836 0 42407312 0 0 42407312 636110 41771202 2088560 2088560 255589 255589 1832971 0 1832971 0 1832971 1052136 0 1052136 0 1052136 1832971 0 0 173895 800230 1278129 2287919 599894 5140067 1052136 0 0 0 1052136 0 780835 780835 4359232 0 0 0 0 0 0 0 4359232 193290 1278129 2287919 599894 DAVID K ZIERK X CAMP MAUI PILI'ALOHA PO BOX 1484 KIHEI HI 96753 NONE 501(C)(3) TO SUPPORT CHILDREN. 10000 HAWAII PREPARATORY ACADEMY 65-1692 KOHALA MOUNTAIN ROAD WAIMEA HI 96743 NONE 501(C)(3) TO SUPPORT EDUCATION 217136 HSJGA 4330 KUKUI GROVE ST LIHUE HI 96766 NONE 501(C)(3) TO TEACH GOLF TO YOUTH 10000 HUI ALOHA KIHOLO PO BOX 1868 KAMUELA HI 96743 NONE 501(C)(3) TO SUPPORT CONSERVATION AND LAND, SEA MANAGEMENT. 10000 KOKUA CHRISTIAN MINISTRIES PO BOX 231 KAMUELA HI 96743 NONE 501(C)(3) TO FEED OTHERS. 10000 KUKIO COMMUNITY FUND 4139 HARDY STREET SUITE C LIHUE HI 96766 NONE 501(C)(3) TO HELP SUPPORT THE COMMUNITY. 25000 MAKUA LANI CHRISTIAN ACADEMY 74-4907 PALANI RD KAILUAKONA HI 96740 NONE 501(C)(3) TO SUPPORT EDUCATION. 25000 PAUAHI FOUNDATION 567 S KING ST 160 HONOLULU HI 96813 NONE 501(C)(3) TO BUILD COMMUNITY PARTNERSHIPS THAT IMPROVE LIVES WITHIN THE NATIVE HAWAIIAN COMMUNITY THROUGH EDUCATION. 10000 REDF 221 MAIN STREET SUITE 1550 SAN FRANCISCO CA 94105 NONE 501(C)(3) TO CREATE JOBS FOR PEOPLE WHO FACE GREAT BARRIERS. 300000 ST MICHAEL THE ARCHANGEL CHURCH 67-390 GOODALE AVENUE WAIALUA HI 96791 NONE 501(C)(3) TO SUPPORT THE CHURCH. 25000 TEACH FOR AMERICA - HAWAII 500 ALA MOANA BLVD 3 HONOLULU HI 96813 NONE 501(C)(3) TO IMPROVE HAWAII SCHOOLS 25000 TIPPING POINT COMMUNITY 220 MONTGOMERY STREET SUITE 850 SAN FRANCISCO CA 94104 NONE 501(C)(3) TO FIGHT POVERTY. 100000 WAIMEA OCEAN FILM FESTIVAL PO BOX 6600 KAMUELA HI 96743 NONE 501(C)(3) TO SUPPORT THE EDUCATION OF OCEAN ENVIRONMENT AND ISLAND CULTURE. 10000 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. 25000 INSTITUTE FOR ADVANCED STUDY 1 EINSTEIN DRIVE PRINCETON NJ 08540 NONE 501(C)(3) TO SUPPORT EDUCATION. 50000 PHILLIPS EXETER ACADEMY 20 MAIN STREET EXETER NH 03833 NONE 501(C)(3) TO SUPPORT EDUCATION. 50000 SYRACUSE UNIVERSITY 640 SKYTOP ROAD SUITE 240 SYRACUSE NY 13244 NONE 501(C)(3) TO SUPPORT EDUCATION. 125000 TEACH FOR AMERICA - NEW YORK 25 BROADWAY 12TH FLOOR NEW YORK NY 10004 NONE 501(C)(3) TO SUPPORT EDUCATION. 25000 1052136 0 01 202984 18 12576480 0 12779464 0 12779464 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 9000 0 0 0 SUPPLEMENTARY STATEMENTS PART: XV LINE: 2 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. BANK FEES 30 0 0 0 DAVID ZIERK 3963 MAPLE AVENUE SUITE 450 DALLAS TX 752193236 FEDERAL TAXES 265521 0 0 0