ROBERT AND DAWN ZUILHOF FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT AND DAWN ZUILHOF FAMILY FOUNDATION INC (EIN 32-0085103)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201911339349103011
- Schema version
- 2018v3.1
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T15:19:50-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320085103 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Robert and Dawn Zuilhof Family Foundation | BusinessNameLine1Txt |
| Business Name Line2 | Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAWN ZUILHOF | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2019-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 47.20.178.41 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520191335000599 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8776116A3220F8F92B6869340FF540F084420A8B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8776116A3220F8F92B6869340FF540F084420A8B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,006,510 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $553,788 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $424 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $424 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $31,789 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,789 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,401 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $455,322 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,401 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $593,402 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $39,614 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $13,287 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,287 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $410 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $11,571 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $11,571 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,268 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,287 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,571 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $64,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $64,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $89,568 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,287 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $75,871 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $503,834 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,327 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $144,639 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $55,495 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $55,495 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,371,481 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,964,459 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,951,015 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,516,120 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,019,954 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,006,510 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,516,120 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,019,954 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,516,120 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,019,954 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,516,120 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,019,954 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,516,120 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $503,834 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,019,954 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,019,954 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $455,322 | GrossSalesPriceAmt |
| Cost Or Other Basis | $447,921 | CostOrOtherBasisAmt |
| Gain Or Loss | $7,401 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $7,401 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,401 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $78,926 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,584,313 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049817 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $63,786 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,514,214 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042125 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $46,750 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,559,532 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.029977 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $28,838 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,107,268 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.026044 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $8,282 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $857,656 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.009657 | DistributionYr5Rt |
| Total Distribution | 0.15762 | TotalDistributionRt |
| Average Distribution | 0.031524 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,655,719 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $52,195 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $263 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $52,458 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $75,871 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $263 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $263 | SubtotalAmt |
| Tax Based On Investment Income | $263 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $263 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| Dawn D Zuilhof | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir / Sec | 1.0 | $0 | $0 | $0 |
| Robert Zuilhof | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,563,768 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $117,165 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,680,933 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,680,933 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,214 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,655,719 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $82,786 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $82,786 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $263 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $263 | TotalTaxAmt |
| Distributable Before Adj | $82,523 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $82,523 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $82,523 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $75,871 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $75,871 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $263 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $75,608 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $82,523 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $73,966 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Qualifying Distributions | $75,871 | QualifyingDistributionsAmt |
| Applied To Year1 | $73,966 | AppliedToYear1Amt |
| Applied To Current Year | $1,905 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $80,618 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Dawn D Zuilhof | ContributingManagerNm |
| Contributing Manager | Robert Zuilhof | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACH CHILD AND FAMILY SERVICES | |||||||
| 3712 WICHITA ST | FORT WORTH | TX | 76119 | N/A | PC | General & Unrestricted | $2,500 |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | |||||||
| 120 WALL ST 29TH FL | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $3,500 |
| ANAHEIM FOURSQUARE CHURCH | |||||||
| 99 E ORANGETHORPE AVE | ANAHEIM | CA | 92801 | N/A | PC | Hesperia Mission Trip fund to Peru | $5,000 |
| AZLE CARING CENTER | |||||||
| 317 COMMERCE ST | AZLE | TX | 76020 | N/A | PC | General & Unrestricted | $5,000 |
| AZLE CARING CENTER | |||||||
| 317 COMMERCE ST | AZLE | TX | 76020 | N/A | PC | Azle ISD Backpack program | $5,000 |
| BALL FOR ALL INC | |||||||
| 2600 S DOUGLAS RD STE 913 | CORAL GABLES | FL | 33134 | N/A | PC | General & Unrestricted | $3,000 |
| BEAUTIFUL FEET CHURCH SBC INC | |||||||
| PO BOX 6212 | FORT WORTH | TX | 76115 | N/A | PC | General & Unrestricted | $2,500 |
| BRIARWOOD-BROOKWOOD INC | |||||||
| 1752 FM 1489 | BROOKSHIRE | TX | 77423 | N/A | PC | General & Unrestricted | $5,000 |
| COMMUNITIES IN SCHOOLS OF GREATER TARRANT COUNTY I | |||||||
| 6707 BRENTWOOD STAIR RD STE 510 | FORT WORTH | TX | 76112 | N/A | PC | Azle Independent School District | $5,000 |
| GOOD N E W S LIVING AT HOME-BLOCK NURSE PROGRAM | |||||||
| 133 E MAIN ST STE B | AZLE | TX | 76020 | N/A | PC | General & Unrestricted | $2,500 |
| HEALING THE CHILDREN NORTHEAST INCORPORATED | |||||||
| 219 KENT RD | NEW MILFORD | CT | 06776 | N/A | PC | to support the medical mission to Peru | $800 |
| INTERNATIONAL RELIEF TEAMS | |||||||
| 4560 ALVARADO CANYON RD | SAN DIEGO | CA | 92120 | N/A | PC | California Wildfires Relief Fund | $1,000 |
| MY STUFF BAGS FOUNDATION | |||||||
| 5347 STERLING CENTER DR | WESTLAKE VLG | CA | 91361 | N/A | PC | General & Unrestricted | $3,500 |
| ONE COLLECTIVE NFP | |||||||
| 2155 POINT BLVD STE 200 | ELGIN | IL | 60123 | N/A | PC | General & Unrestricted | $5,000 |
| SAFE HARBOR COUNSELING CENTER | |||||||
| 207 CANYON CT | WILLOW PARK | TX | 76087 | N/A | PC | for Azle counseling center | $2,500 |
| SAFEHAVEN OF TARRANT COUNTY | |||||||
| 1100 HEMPHILL ST STE 303 | FT WORTH | TX | 76104 | N/A | PC | General & Unrestricted | $2,500 |
| STREAMS IN THE DESERT FOUNDATION INC | |||||||
| 16020 APPLE VALLEY RD STE B-6 | APPLE VALLEY | CA | 92307 | N/A | PC | Last Call K-9 Rescue Program | $5,000 |
| UNIVERSITY OF CENTRAL ARKANSAS FOUNDATION INC | |||||||
| UCA - 4986 201 DONAGHEY ST | CONWAY | AR | 72035 | N/A | PC | Purple Circle - Day of Giving Program | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $64,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $424 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,789 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,401 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $39,614 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $39,614 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Zuilhof Robert | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 Throckmorton St 3012 | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $553,788 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | DFA T.A. US CORE EQUITY 2 DFTCX, 16968.326 sh. | $292,025 | 2018-12-07 |
| 1 | FIDELITY ADVISOR TECHNOLOGY CL A FADTX, 3467 sh. | $147,660 | 2018-12-13 |
| 1 | FIDELITY ADVISOR EQUITY INCOME CL A FEIAX, 3806 sh. | $114,104 | 2018-12-13 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA EMERGING MARKETS CORE EQ P | $34,401 | $33,269 |
| DFA GLOBAL REAL ESTATE SECURIT | $49,920 | $48,010 |
| DFA INTERNATIONAL CORE EQUITY | $144,803 | $132,646 |
| DFA INVT DIMENSIONS GROUP INC | $512,846 | $562,500 |
| DFA ONE-YEAR FIXED INC PORTFOL | $651,431 | $650,849 |
| DFA T.A. US CORE EQUITY 2 | $295,475 | $276,078 |
| FIDELITY ADVISOR EQUITY INCOME | $127,923 | $108,602 |
| FIDELITY ADVISOR TECHNOLOGY CL | $147,660 | $139,061 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $11,546 | $11,546 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $13,287 | Amt |
| Net Investment Income | $13,287 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Excise Tax for 2017 | CategoryTxt |
| Amt | $410 | Amt |
Comments