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ROBERT AND DAWN ZUILHOF FAMILY FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
ROBERT AND DAWN ZUILHOF FAMILY FOUNDATION INC (EIN 32-0085103)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-09
IRS object ID
201841299349101964
Schema version
2017v2.3
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-09T14:54:16-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN320085103EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Robert and Dawn Zuilhof Family FoundationBusinessNameLine1Txt
Business Name Line2IncBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlROBEBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAWN D ZUILHOFPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2018-04-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,670,525FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$57,622ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$475InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$475InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$27,160DividendsRevAndExpnssAmt
Dividends Net Invst Incm$27,160DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$8,978NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$66,600GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$47,506CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$810OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$95,045TotalRevAndExpnssAmt
Total Net Invst Incm$75,141TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$14,136OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$14,136OtherProfFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$11,236OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$11,236OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$25,372TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,136TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$11,236TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$68,300ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$68,300ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$93,672TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,136TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$79,536TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,373ExcessRevenueOverExpensesAmt
Net Investment Income$61,005NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$223,495SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$144,639SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$144,639SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,291,252CorporateStockBOYAmt
Corporate Stock EOY$1,371,481CorporateStockEOYAmt
Corporate Stock EOYFMV$1,525,886CorporateStockEOYFMVAmt
Total Assets BOY$1,514,747TotalAssetsBOYAmt
Total Assets EOY$1,516,120TotalAssetsEOYAmt
Total Assets EOYFMV$1,670,525TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$1,514,747RetainedEarningBOYAmt
Retained Earning EOY$1,516,120RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,514,747TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,516,120TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,514,747TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,516,120TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,514,747TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,373ExcessRevenueOverExpensesAmt
Subtotal$1,516,120SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,516,120TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$66,600GrossSalesPriceAmt
Cost Or Other Basis$19,094CostOrOtherBasisAmt
Gain Or Loss$47,506GainOrLossAmt
Gains Minus Excess Or Losses$47,506GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$47,506CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$63,786AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,514,214NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.042125DistributionYr1Rt
Adjusted Qlfy Distri Yr2$46,750AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,559,532NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.029977DistributionYr2Rt
Adjusted Qlfy Distri Yr3$28,838AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,107,268NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.026044DistributionYr3Rt
Adjusted Qlfy Distri Yr4$8,282AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$857,656NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.009657DistributionYr4Rt
Adjusted Qlfy Distri Yr5$7,759AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$758,814NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.010225DistributionYr5Rt
Total Distribution0.118028TotalDistributionRt
Average Distribution0.023606AverageDistributionRt
Net Vl Noncharitable Assets$1,584,313NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$37,399AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$610NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$38,009AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$79,536QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$610InvestmentIncomeExciseTaxAmt
Subtotal$610SubtotalAmt
Tax Based On Investment Income$610TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$200EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$200TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$410TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Dawn D Zuilhof
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres / Dir / Sec1.0$0$0$0
Robert Zuilhof
Foundation Source 501 Silverside RdWilmingtonDE198091377VP / Dir1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,418,500AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$189,940AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,608,440TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,608,440AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24,127CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,584,313NetVlNoncharitableAssetsAmt
Minimum Investment Return$79,216MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$79,216MinimumInvestmentReturnAmt
Tax Based On Investment Income$610TaxBasedOnInvestmentIncomeAmt
Total Tax$610TotalTaxAmt
Distributable Before Adj$78,606DistributableBeforeAdjAmt
Distributable Before Ded$78,606DistributableBeforeDedAmt
Distributable As Adjusted$78,606DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$79,536ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$79,536QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$610PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$78,926AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$78,606DistributableAsAdjustedAmt
Undistributed Income PY$74,896UndistributedIncomePYAmt
Prior Year12015PriorYear1Yr
Prior Year22014PriorYear2Yr
Prior Year32013PriorYear3Yr
Qualifying Distributions$79,536QualifyingDistributionsAmt
Applied To Year1$74,896AppliedToYear1Amt
Applied To Current Year$4,640AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$73,966UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDawn D ZuilhofContributingManagerNm
Contributing ManagerRobert ZuilhofContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACH CHILD AND FAMILY SERVICES
3712 WICHITA STFORT WORTHTX76119N/APCGeneral & Unrestricted$2,500
AZLE CARING CENTER
317 COMMERCE STAZLETX76020N/APCGeneral & Unrestricted$25,000
AZLE CARING CENTER
317 COMMERCE STAZLETX76020N/APCAzle ISD Backpacks Program$5,000
BEAUTIFUL FEET CHURCH SBC INC
PO BOX 6212FORT WORTHTX76115N/APCGeneral & Unrestricted$2,500
BRIARWOOD-BROOKWOOD INC
1752 FM 1489BROOKSHIRETX77423N/APCCharitable Event$5,000
GOOD N E W S LIVING AT HOME-BLOCK NURSE PROGRAM
133 E MAIN ST STE BAZLETX76020N/APCGeneral & Unrestricted$2,500
HEALING THE CHILDREN NORTHEAST INCORPORATED
219 KENT RDNEW MILFORDCT06776N/APCIca, Peru medical mission$800
INTERNATIONAL TEAMS
411 W RIVER RDELGINIL60123N/APCMinistry fund$5,000
SAFE HARBOR COUNSELING CENTER
207 CANYON CTWILLOW PARKTX76087N/APCGeneral & Unrestricted$2,500
SAFEHAVEN OF TARRANT COUNTY
1100 HEMPHILL ST STE 303FT WORTHTX76104N/APCGeneral & Unrestricted$2,500
THE MIKE STEELE FDN FOR COMMUNITIES IN SCHOOLS
6707 BRENTWOOD STAIR RD STE 510FORT WORTHTX76112N/ASO IGeneral & Unrestricted$10,000
UNIVERSITY OF CENTRAL ARKANSAS FOUNDATION INC
UCA - 4986 201 DONAGHEY STCONWAYAR72035N/APCPurple Circle Program$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$68,300TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$475ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$27,160ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$8,978ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescFederal Tax RefundDesc
Exclusion01ExclusionCd
Exclusion$810ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$37,423ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$37,423TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonZuilhof RobertContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1500 Throckmorton St 3012AddressLine1Txt
CityFort WorthCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76102ZIPCd
FieldValueIRS element (for citing)
Total Contributions$57,622TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1ALPHABET INC CL A GOOGL, 35 sh.$33,0312017-09-20
1VERISK ANALYTICS, INC VRSK, 300 sh.$24,5912017-09-20

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DFA EMERGING MARKETS CORE EQ P$33,637$39,255
DFA GLOBAL REAL ESTATE SECURIT$47,594$50,090
DFA INTERNATIONAL CORE EQUITY$140,962$160,588
DFA INVESTMENT GRADE PORTFOLIO$440,310$442,845
DFA INVT DIMENSIONS GROUP INC$497,203$622,349
DFA ONE-YEAR FIXED INC PORTFOL$211,775$210,759

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$11,211$11,211
State or Local Filing Fees$25$25

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFederal Tax RefundDesc
Revenue And Expenses Per Books$810RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$14,136Amt
Net Investment Income$14,136NetInvestmentIncomeAmt

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