ROBERT AND DAWN ZUILHOF FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT AND DAWN ZUILHOF FAMILY FOUNDATION INC (EIN 32-0085103)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-01
- IRS object ID
- 201321239349100247
- Schema version
- 2012v2.2
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-01T10:51:30-00:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Lane Suite 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320085103 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Robert and Dawn Zuilhof Family Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ROBE | NameControl |
| Phone | 8008391754 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Dawn Zuilhof | Name |
| Title | President | Title |
| Date Signed | 2013-05-01 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeffrey D Haskell | Name |
| Phone | 8008391754 | Phone |
| Date Prepared | 2013-05-01 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 837146 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 250000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 23 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 23 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 10632 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 10632 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 260655 | TotalRevenueAndExpenses |
| Total Net Investment Income | 10655 | TotalNetInvestmentIncome |
| Taxes Rev And Expnss | 147 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 7759 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 7759 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 7906 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 7759 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 0 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 7906 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 7759 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 252749 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 10655 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 103440 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 345565 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 345565 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 447906 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 458530 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 491581 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 551346 | TotalAssetsBOY |
| Total Assets EOY | 804095 | TotalAssetsEOY |
| Total Assets EOYFMV | 837146 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 551346 | RetainedEarningsBOY |
| Retained Earnings EOY | 804095 | RetainedEarningsEOY |
| Total Net Assets BOY | 551346 | TotalNetAssetsBOY |
| Total Net Assets EOY | 804095 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 551346 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 804095 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 551346 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 252749 | ExcessOfRevenueOverExpenses |
| Subtotal | 804095 | Subtotal |
| Total Net Assets Fund Balances EOY | 804095 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 37264 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 568303 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 000.065571 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 6545 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 542849 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 000.012057 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 46122 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 393509 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 000.117207 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 24764 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 489725 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 000.050567 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 40518 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 503405 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 000.080488 | DistributionRatioYear5 |
| Total Distribution Ratio | 000.325890 | TotalDistributionRatio |
| Average Distribution Ratio | 000.065178 | AverageDistributionRatio |
| Net Noncharitable Assets | 758814 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 49458 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 107 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 49565 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 7759 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 213 | InvestmentIncomeExciseTax |
| Subtotal | 213 | Subtotal |
| Tax Based On Investment Income | 213 | TaxBasedOnInvestmentIncome |
| Tax Due | 213 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | co Foundation Source | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8008391754 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Dawn D Zuilhof | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | President / Director / Secretary | 001.00 | 0 |
| Robert Zuilhof | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Vice President / Director | 001.00 | 0 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 477705 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 292665 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 770370 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 770370 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 11556 | CashDeemedCharitable |
| Net Noncharitable Assets | 758814 | NetNoncharitableAssets |
| Minimum Investment Return | 37941 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 37941 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 213 | TaxBasedOnInvestmentIncome |
| Total Tax | 213 | TotalTax |
| Distributable Amount Before Adj | 37728 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 37728 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 37728 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 7759 | ExpensesAndContributions |
| Qualifying Distributions | 7759 | QualifyingDistributions |
| Adj Qualifying Distributions | 7759 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 37728 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 15942 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 573 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 26609 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year1 | 9080 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 52204 | TotalExcessDistriCarryover |
| Qualifying Distributions | 7759 | QualifyingDistributions |
| Applied To Current Year | 7759 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 29969 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 29969 | ExcessDistriCyovAppliedCY |
| Total Corpus | 22235 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 22235 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 13155 | ExcessFromYear3 |
| Excess From Year1 | 9080 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Dawn D Zuilhof | ContributingManager |
| Contributing Manager | Robert Zuilhof | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $23 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $10,632 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $10,655 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 10655 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | Zuilhof Dawn D | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1909 Park Street | AddressLine1 |
| City | Azle | City |
| State | TX | State |
| ZIP Code | 76020 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 250000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (10 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 4637 shares of AMERICAN CENTURY INTERNATIONAL BOND FUND INVESTOR | 62222 | 67747 |
| 3318 shares of BLACKROCK LARGE CAP VALUE FUND C | 55152 | 48382 |
| 1038 shares of CGM REALTY FUND | 29088 | 30494 |
| 2142 shares of FIDELITY CAPITAL TRUST CAPITAL APPRECIATION PT. | 55242 | 62946 |
| 544 shares of T. ROWE PRICE NEW ERA FD | 23410 | 22809 |
| 2801 shares of TIAA-CREF INSTITUTIONAL MID CAP VALUE FUND RETAIL | 47948 | 51000 |
| 1268 shares of USAA MUTUAL FDS TR PRECIOUS METALS AND MINERALS FU | 34549 | 34022 |
| 2384 shares of VANGUARD HORIZON FUND, VANGUARD GLOBAL EQUITY FUND | 47127 | 44511 |
| 2347 shares of VANGUARD INDEX TRUST SMALL-CAP GROWTH INDEX FUND | 38613 | 58734 |
| 6311 shares of WESTCORE PLUS BOND FUND | 65179 | 70936 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| Administrative Fees | 7734 | 7734 |
| State or Local Filing Fees | 25 | 25 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS Excise Tax Payment with 1st ext 990-PF | Category |
| Amount | $147 | Amount |
Comments