ROBERT AND DAWN ZUILHOF FAMILY FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT AND DAWN ZUILHOF FAMILY FOUNDATION INC (EIN 32-0085103)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-07-26
- IRS object ID
- 201122169349100107
- Schema version
- 2010v3.4
- 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
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-07-26T11:26:33-00:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | 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 | 2010-01-01 | 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 | c/o Foundation Source 501 Silversid | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Dawn D Zuilhof | Name |
| Title | President | Title |
| Date Signed | 2011-07-26 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeffrey D Haskell | Name |
| Phone | 8008391754 | Phone |
| Date Prepared | 2011-07-26 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 600277 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 100000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 71 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 71 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 12084 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 12084 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 112155 | TotalRevenueAndExpenses |
| Total Net Investment Income | 12155 | TotalNetInvestmentIncome |
| Other Expenses Rev And Expnss | 6545 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 6545 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 6545 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 6545 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 0 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 6545 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 6545 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 105610 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 12155 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 47148 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 140674 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 140674 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 424310 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 436394 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 459603 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 471458 | TotalAssetsBOY |
| Total Assets EOY | 577068 | TotalAssetsEOY |
| Total Assets EOYFMV | 600277 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 471458 | RetainedEarningsBOY |
| Retained Earnings EOY | 577068 | RetainedEarningsEOY |
| Total Net Assets BOY | 471458 | TotalNetAssetsBOY |
| Total Net Assets EOY | 577068 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 471458 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 577068 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 471458 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 105610 | ExcessOfRevenueOverExpenses |
| Subtotal | 577068 | Subtotal |
| Total Net Assets Fund Balances EOY | 577068 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 46122 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 393509 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 000.117207 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 24764 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 489725 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 000.050567 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 40518 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 503405 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 000.080488 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 29825 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 403593 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 000.073899 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 42784 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 354287 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 000.120761 | DistributionRatioYear5 |
| Total Distribution Ratio | 000.442922 | TotalDistributionRatio |
| Average Distribution Ratio | 000.088584 | AverageDistributionRatio |
| Net Noncharitable Assets | 542849 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 48088 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 122 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 48210 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 6545 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 243 | InvestmentIncomeExciseTax |
| Subtotal | 243 | Subtotal |
| Tax Based On Investment Income | 243 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 327 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 327 | TotalCreditsAndPayments |
| Tax Paid Original Return | 327 | TaxPaidOriginalReturn |
| Overpayment | 84 | Overpayment |
| Amount Credited To Next Year | 84 | AmountCreditedToNextYear |
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 | 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 | ||||||
| c/o Foundation Source 501 Silversid | Wilmington | DE | 19809 | President / Director / Secretary | 001.00 | 0 |
| Robert Zuilhof | ||||||
| c/o Foundation Source 501 Silversid | 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 | 411835 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 139281 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 551116 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 551116 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 8267 | CashDeemedCharitable |
| Net Noncharitable Assets | 542849 | NetNoncharitableAssets |
| Minimum Investment Return | 27142 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 27142 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 243 | TaxBasedOnInvestmentIncome |
| Total Tax | 243 | TotalTax |
| Distributable Amount Before Adj | 26899 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 26899 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 26899 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 6545 | ExpensesAndContributions |
| Qualifying Distributions | 6545 | QualifyingDistributions |
| Adj Qualifying Distributions | 6545 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 26899 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 25494 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 10560 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 15942 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 573 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 26609 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 79178 | TotalExcessDistriCarryover |
| Qualifying Distributions | 6545 | QualifyingDistributions |
| Applied To Current Year | 6545 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 20354 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 20354 | ExcessDistriCyovAppliedCY |
| Total Corpus | 58824 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 5140 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 53684 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 10560 | ExcessFromYear4 |
| Excess From Year3 | 15942 | ExcessFromYear3 |
| Excess From Year2 | 573 | ExcessFromYear2 |
| Excess From Year1 | 26609 | 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 | $71 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $12,084 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $12,155 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 12155 | 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 | 0001 | 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 | 100000 | 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 |
|---|---|---|
| 4461 shares of AMERICAN CENTURY INTERNATIONAL BOND FUND INVESTOR BEGBX | 59646 | 61555 |
| 3280 shares of BLACKROCK LARGE CAP VALUE FUND C MCLVX | 54589 | 45098 |
| 1019 shares of CGM REALTY FUND CGMRX | 28549 | 27304 |
| 2084 shares of FIDELITY CAPITAL TRUST CAPITAL APPRECIATION PT. FDCAX | 53571 | 52815 |
| 495 shares of T. ROWE PRICE NEW ERA FD PRNEX | 21411 | 25831 |
| 2680 shares of TIAA-CREF INSTITUTIONAL MID CAP VALUE FUND RETAIL TCMVX | 45839 | 44967 |
| 1118 shares of USAA MUTUAL FDS TR PRECIOUS METALS AND MINERALS FU USAGX | 29604 | 47960 |
| 2289 shares of VANGUARD HORIZON FUND, VANGUARD GLOBAL EQUITY FUND VHGEX | 45498 | 40877 |
| 2317 shares of VANGUARD INDEX TRUST SMALL-CAP GROWTH INDEX FUND VISGX | 37895 | 50779 |
| 5822 shares of WESTCORE PLUS BOND FUND WTIBX | 59792 | 62417 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| Administrative Fees | 6520 | 6520 |
| State or Local Filing Fees | 25 | 25 |
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