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ROBERT AND DAWN ZUILHOF FAMILY FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
ROBERT AND DAWN ZUILHOF FAMILY FOUNDATION INC (EIN 32-0085103)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-04-28
IRS object ID
201421189349100422
Schema version
2013v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-04-28T16:11:45-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1
CityLake SuccessCity
StateNYState
ZIP Code11042ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN320085103EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Robert and Dawn Zuilhof FamilyBusinessNameLine1
Business Name Line2Foundation IncBusinessNameLine2
FieldValueIRS element (for citing)
In Care Of% c/o Foundation SourceInCareOfNm
Business Name ControlROBEBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1
Address Line2Suite 123AddressLine2
CityWilmingtonCity
StateDEState
ZIP Code198091377ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDawn ZuilhofPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2014-03-26SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,001,162FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$34InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$34InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$5,196DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,196DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$13,550NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$13,552GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$13,550CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$118,780TotalRevAndExpnssAmt
Total Net Invst Incm$18,780TotalNetInvstIncmAmt
Taxes Rev And Expnss$213TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$8,282OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$8,282OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,495TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,282TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,495TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$8,282TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$110,285ExcessRevenueOverExpensesAmt
Net Investment Income$18,780NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$345,565SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$437,104SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$437,104SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$458,530CorporateStockBOYAmt
Corporate Stock EOY$477,276CorporateStockEOYAmt
Corporate Stock EOYFMV$564,058CorporateStockEOYFMVAmt
Total Assets BOY$804,095TotalAssetsBOYAmt
Total Assets EOY$914,380TotalAssetsEOYAmt
Total Assets EOYFMV$1,001,162TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$804,095RetainedEarningBOYAmt
Retained Earning EOY$914,380RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$804,095TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$914,380TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$804,095TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$914,380TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$804,095TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$110,285ExcessRevenueOverExpensesAmt
Subtotal$914,380SubtotalAmt
Tot Net Ast Or Fund Balances EOY$914,380TotNetAstOrFundBalancesEOYAmt

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$13,552GrossSalesPriceAmt
Cost Or Other Basis$2CostOrOtherBasisAmt
Gain Or Loss$13,550GainOrLossAmt
Gains Minus Excess Or Losses$13,550GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$13,550CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$7,759AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$758,814NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.010225DistributionYr1Rt
Adjusted Qlfy Distri Yr2$37,264AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$568,303NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.065571DistributionYr2Rt
Adjusted Qlfy Distri Yr3$6,545AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$542,849NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.012057DistributionYr3Rt
Adjusted Qlfy Distri Yr4$46,122AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$393,509NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.117207DistributionYr4Rt
Adjusted Qlfy Distri Yr5$24,764AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$489,725NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.050567DistributionYr5Rt
Total Distribution0.255627TotalDistributionRt
Average Distribution0.051125AverageDistributionRt
Net Vl Noncharitable Assets$857,656NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$43,848AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$188NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$44,036AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$8,282QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$376InvestmentIncomeExciseTaxAmt
Subtotal$376SubtotalAmt
Tax Based On Investment Income$376TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$376TaxDueAmt

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 Line1co Foundation SourceBusinessNameLine1
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1
CityWilmingtonCity
StateDEState
ZIP Code198091377ZIPCode
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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Dawn D Zuilhof
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres / Dir / Sec1.0$0
Robert Zuilhof
Foundation Source 501 Silverside RdWilmingtonDE198091377VP / Dir1.0$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$525,753AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$344,964AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$870,717TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$870,717AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,061CashDeemedCharitableAmt
Net Vl Noncharitable Assets$857,656NetVlNoncharitableAssetsAmt
Minimum Investment Return$42,883MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$42,883MinimumInvestmentReturnAmt
Tax Based On Investment Income$376TaxBasedOnInvestmentIncomeAmt
Total Tax$376TotalTaxAmt
Distributable Before Adj$42,507DistributableBeforeAdjAmt
Distributable Before Ded$42,507DistributableBeforeDedAmt
Distributable As Adjusted$42,507DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,282ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$8,282QualifyingDistributionsAmt
Adjusted Qualifying Distri$8,282AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$42,507DistributableAsAdjustedAmt
Prior Year12011PriorYear1Yr
Prior Year22010PriorYear2Yr
Prior Year32009PriorYear3Yr
Excess Distribution Cyov Yr4$13,155ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$9,080ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$22,235TotalExcessDistributionCyovAmt
Qualifying Distributions$8,282QualifyingDistributionsAmt
Applied To Current Year$8,282AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$22,235ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$22,235ExcessDistributionCyovAppCYAmt
Undistributed Income CY$11,990UndistributedIncomeCYAmt
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

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$34ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,196ExclusionAmt
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$13,550ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$18,780ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$18,780TotalIncomeProducingActyAmt

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 Dawn DContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11909 Park StreetAddressLine1
CityAzleCity
StateTXState
ZIP Code76020ZIPCode
FieldValueIRS element (for citing)
Total Contributions$100,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMERICAN CENTURY INTERNATIONAL$62,367$64,229
BLACKROCK LARGE CAP VALUE FUND$55,152$63,713
CGM REALTY FUND$29,412$32,261
FIDELITY CAPITAL TRUST CAPITAL$63,043$85,578
T. ROWE PRICE NEW ERA FD$25,538$26,394
TIAA-CREF INSTITUTIONAL MID CA$52,509$67,405
USAA MUTUAL FDS TR PRECIOUS ME$34,576$16,563
VANGUARD HORIZON FUND$47,981$56,816
VANGUARD INDEX TRUST SMALL-CAP$38,998$81,039
WESTCORE PLUS BOND FUND$67,700$70,060

Investments Land Schedule2 InvestmentsLandSchedule2

Land Etc Schedule2 LandEtcSchedule2

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$8,257$8,257
State or Local Filing Fees$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Excise Tax for 2012CategoryTxt
Amt$213Amt

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