2017-03-02T17:42:42-06:00 2016-12-31 943145806 REALIZE CPA LLP 50 CALIFORNIA STREET SUITE 3550 SAN FRANCISCO CA 94111 990PF 2016-01-01 462243181 THE ZIERK FAMILY FOUNDATION ZIER 4153625990 72-3207 MANINIOWALI DRIVE C/O KUKIO KAILUAKONA HI 96740 DAVID K ZIERK PRESIDENT 4153625990 2017-02-28 1 JILL LERVOLD P00440724 4153625990 38.99.18.66 2017-02-28 15:42:01 PS P 53E2CA34AB5D0CE8B6C7648EF677A8EE5993D335 435C90D02FF837EAB41F4B6E2A68C6FA1C5AECFD 2016 2021-01-29 14:40:06Z X 34305030 X 4000000 6252614 7974767 6252614 10252614 6252614 0 0 0 0 0 6000 0 0 0 89624 0 0 0 95624 0 0 0 2620000 2620000 2715624 0 0 2620000 7536990 6252614 0 8632181 15518220 15518220 4038211 2316058 13604392 2809314 5182418 5182418 15479706 23016696 34305030 0 0 X 0 0 0 0 15479706 23016696 15479706 23016696 15479706 23016696 15479706 7536990 0 23016696 0 23016696 43.6459 SHS OF MEDALLION FUND D 2013-03-31 2016-03-31 4887102 1109280 3777822 3777822 18.6125 SHS OF MEDALLION FUND D 2013-03-31 2016-06-30 2350746 473045 1877701 1877701 5.5017 SHS OF MEDALLION FUND D 2013-03-31 2016-09-30 736919 139828 597091 597091 6252614 0 1779001 21355375 0.083305 842932 14043466 0.060023 424200 9099947 0.046616 0.189944 0.063315 28087940 1778388 62526 1840914 2620000 X 62526 0 62526 0 62526 70000 70000 X 28 7446 7446 0 0 0 0 0 0 0 0 0 0 0 1 1 HI 1 0 1 0 0 1 N/A DAVID ZIERK 4158083008 72-3207 MANINIOWALI DRIVE KAILUAKONA HI 96740 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID K ZIERK 72-3207 MANINIOWALI DRIVE KAILUAKONA HI 96740 PRESIDENT & TREASURER 1.00 0 0 0 DAWN M ZIERK 72-3207 MANINIOWALI DRIVE KAILUAKONA HI 96740 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 13868702 14646973 0 28515675 0 0 28515675 427735 28087940 1404397 1404397 62526 62526 1341871 0 1341871 0 1341871 2620000 0 2620000 62526 2557474 1341871 0 0 59855 173895 800230 1033980 2620000 0 0 0 1341871 1278129 0 0 2312109 0 0 0 0 0 0 0 2312109 59855 173895 800230 1278129 DAVID K ZIERK X CAMP AGAPE PO BOX 1484 KIHEI HI 96753 NONE 501(C)(3) TO OFFER A CAMP FOR CHILDREN AND TO TEACH THE GOSPEL OF JESUS CHRIST. 10000 FRIENDS OF THE FUTURE PO BOX 2655 KAMUELA HI 96743 NONE 501(C)(3) TO SUPPORT THE COMMUNITY. 10000 HAWAII COMMUNITY FOUNDATION 827 FORT STREET MALL HONOLULU HI 968134317 NONE 501(C)(3) TO CONNECT PHILANTHROPISTS WITH CHARITABLE ORGANIZATIONS. 25000 HAWAII PREPARATORY ACADEMY 65-1692 KOHALA MOUNTAIN ROAD WAIMEA HI 96743 NONE 501(C)(3) TO SUPPORT EDUCATION 2050000 HSJGA 4330 KUKUI GROVE ST LIHUE HI 96766 NONE 501(C)(3) TO TEACH GOLF TO YOUTH 5000 MAKUA LANI CHRISTIAN ACADEMY 74-4907 PALANI RD KAILUAKONA HI 96740 NONE 501(C)(3) TO SUPPORT EDUCATION. 25000 NHCH 67-1125 MAMALAHOA HIGHWAY WAIMEA HI 96743 NONE 501(C)(3) TO IMPROVE THE HEALTH AND WELLNESS OF THE PEOPLE OF NORTH HAWAII 25000 PARKER SCHOOL 65-1224 LINDSEY ROAD WAIMEA HI 96743 NONE 501(C)(3) TO SUPPORT EDUCATION. 15000 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 SF BALLET 455 FRANKLIN STREET SAN FRANCISCO CA 94102 NONE 501(C)(3) TO PROVIDE BALLET TICKETS 5000 ST MICHAEL'S CHURCH 67-390 GOODALE AVENUE WAIALUA HI 96791 NONE 501(C)(3) TO SUPPORT THE CHURCH. 60000 TEACH FOR AMERICA - HAWAII 500 ALA MOANA BLVD 3 HONOLULU HI 96813 NONE 501(C)(3) TO IMPROVE HAWAII SCHOOLS 10000 TETIAROA SOCIETY 121 THIRD AVENUE PO BOX 908 KIRKLAND WA 980830908 NONE 501(C)(3) TO PRESERVE SANCTUARIES FOR FUTURE GENERATIONS AND RAISE AWARENESS OF THE FRAGILITY OF THE ENVIRONMENT 10000 THE FIRST TEE SF 99 HARDING ROAD SAN FRANCISCO CA 94132 NONE 501(C)(3) TO TEACH GOLF TO YOUTH 10000 TIPPING POINT COMMUNITY 220 MONTGOMERY STREET SUITE 850 SAN FRANCISCO CA 94104 NONE 501(C)(3) TO FIGHT POVERTY. 350000 2620000 0 18 6252614 0 6252614 0 6252614 0 0 0 0 0 0 0 0 0 0 X X 1 DAVID ZIERK 72-3207 MANINIOWALI DRIVE KAILUAKONA HI 96740 4000000 X ACCOUNTING 6000 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. MEDALLION 2316058 13604392 DEPOSIT IN TRANSIT AT COST 5182418 5182418 DAVID ZIERK 72-3207 MANINIOWALI DRIVE KAILUAKONA HI 96740 FEDERAL TAXES 89624 0 0 0