ROBERT AND DAWN ZUILHOF FAMILY FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT AND DAWN ZUILHOF FAMILY FOUNDATION INC (EIN 32-0085103)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-29
- IRS object ID
- 201241519349100004
- Schema version
- 2011v1.2
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-29T11:45:31-00:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 55 Walls Drive | AddressLine1 |
| City | Fairfield | City |
| State | CT | State |
| ZIP Code | 06824 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | 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 | 2012-05-29 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeffrey D Haskell | Name |
| Phone | 8008391754 | Phone |
| Date Prepared | 2012-05-29 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 549691 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 30 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 30 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 6128 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 6128 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 5384 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 5384 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 5384 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 11542 | TotalRevenueAndExpenses |
| Total Net Investment Income | 11542 | TotalNetInvestmentIncome |
| Other Expenses Rev And Expnss | 7264 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 7264 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 7264 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 7264 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 30000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 30000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 37264 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 37264 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -25722 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 11542 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 140674 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 103440 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 103440 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 436394 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 447906 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 446251 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 577068 | TotalAssetsBOY |
| Total Assets EOY | 551346 | TotalAssetsEOY |
| Total Assets EOYFMV | 549691 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 577068 | RetainedEarningsBOY |
| Retained Earnings EOY | 551346 | RetainedEarningsEOY |
| Total Net Assets BOY | 577068 | TotalNetAssetsBOY |
| Total Net Assets EOY | 551346 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 577068 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 551346 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 577068 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -25722 | ExcessOfRevenueOverExpenses |
| Subtotal | 551346 | Subtotal |
| Total Net Assets Fund Balances EOY | 551346 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | Publicly-traded Securities | DescriptionOfAsset |
| Gross Sales Price | 5384 | GrossSalesPrice |
| Gain Or Loss | 5384 | GainOrLoss |
| Gains Minus Excess Or Losses | 5384 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 5384 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 6545 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 542849 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 000.012057 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 46122 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 393509 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 000.117207 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 24764 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 489725 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 000.050567 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 40518 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 503405 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 000.080488 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 29825 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 403593 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 000.073899 | DistributionRatioYear5 |
| Total Distribution Ratio | 000.334218 | TotalDistributionRatio |
| Average Distribution Ratio | 000.066844 | AverageDistributionRatio |
| Net Noncharitable Assets | 568303 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 37988 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 115 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 38103 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 37264 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 231 | InvestmentIncomeExciseTax |
| Subtotal | 231 | Subtotal |
| Tax Based On Investment Income | 231 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 84 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 147 | TaxPaidWithExtension |
| Total Credits And Payments | 231 | TotalCreditsAndPayments |
| Tax Paid Original Return | 231 | TaxPaidOriginalReturn |
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 |
| Proceeds Or Net Income | true | ProceedsOrNetIncome |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 466595 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 110362 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 576957 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 576957 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 8654 | CashDeemedCharitable |
| Net Noncharitable Assets | 568303 | NetNoncharitableAssets |
| Minimum Investment Return | 28415 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 28415 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 231 | TaxBasedOnInvestmentIncome |
| Total Tax | 231 | TotalTax |
| Distributable Amount Before Adj | 28184 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 28184 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 28184 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 37264 | ExpensesAndContributions |
| Qualifying Distributions | 37264 | QualifyingDistributions |
| Adj Qualifying Distributions | 37264 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 28184 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 10560 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 15942 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 573 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 26609 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 53684 | TotalExcessDistriCarryover |
| Qualifying Distributions | 37264 | QualifyingDistributions |
| Applied To Current Year | 28184 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 9080 | RemainingDistriFromCorpus |
| Total Corpus | 62764 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 10560 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 52204 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 15942 | ExcessFromYear4 |
| Excess From Year3 | 573 | ExcessFromYear3 |
| Excess From Year2 | 26609 | ExcessFromYear2 |
| Excess From Current Year | 9080 | ExcessFromCurrentYear |
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 |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| COMMUNITIES IN SCHLS OF GR TARRANT | |||||||
| 6707 BRENTWOOD STAIR RD STE 510 | FORT WORTH | TX | 76112 | N/A | 509(a)(1) | Azle High School Program | $10,000 |
| HABITAT FOR HUMANITY INTRNTL-FT WOR | |||||||
| 3345 S JONES ST | FORT WORTH | TX | 76110 | N/A | 509(a)(1) | Azle Habitat House Project | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 30000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $30 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $6,128 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $5,384 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,542 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 11542 | 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 |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (10 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 4557 shares of AMERICAN CENTURY INTERNATIONAL BOND FUND INVESTOR BEGBX | 61055 | 65078 |
| 3280 shares of BLACKROCK LARGE CAP VALUE FUND C MCLVX | 54589 | 43425 |
| 1028 shares of CGM REALTY FUND CGMRX | 28794 | 27559 |
| 2088 shares of FIDELITY CAPITAL TRUST CAPITAL APPRECIATION PT. FDCAX | 53660 | 51404 |
| 522 shares of T. ROWE PRICE NEW ERA FD PRNEX | 22466 | 21929 |
| 2710 shares of TIAA-CREF INSTITUTIONAL MID CAP VALUE FUND RETAIL TCMVX | 46328 | 43907 |
| 1247 shares of USAA MUTUAL FDS TR PRECIOUS METALS AND MINERALS FU USAGX | 33994 | 38600 |
| 2341 shares of VANGUARD HORIZON FUND, VANGUARD GLOBAL EQUITY FUND VHGEX | 46327 | 37240 |
| 2326 shares of VANGUARD INDEX TRUST SMALL-CAP GROWTH INDEX FUND VISGX | 38092 | 49979 |
| 6081 shares of WESTCORE PLUS BOND FUND WTIBX | 62601 | 67130 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| Administrative Fees | 7239 | 7239 |
| State or Local Filing Fees | 25 | 25 |
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