ROBERT L AND FRANCES J ZIELSDORF FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT L AND FRANCES J ZIELSDORF FOUNDATION (EIN 26-3604223)
- Tax period
- 2024-12-01 to 2025-11-30
- Filed
- 2026-05-15
- IRS object ID
- 202601359349103465
- Schema version
- 2024v5.5
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T13:23:11-05:00 | ReturnTs |
| Tax Period End | 2025-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383635706 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REHMANN ROBSON LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5070 HIGHWAY A1A STE 250 | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263604223 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT L & FRANCES J ZIELSDORF | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 7722317069 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 136 BIRDSONG WAY | AddressLine1Txt |
| City | HILTON HEAD ISLAND | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29926 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT ZIELSDORF | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7722317069 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES J SORENSON CPA | PreparerPersonNm |
| PTIN | P01076308 | PTIN |
| Phone | 7722348484 | PhoneNum |
| Preparation | 2026-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,718,683 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $273 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $273 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $49,464 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $49,363 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $193,276 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,719,292 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $193,276 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $243,013 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $242,912 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $5,441 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,441 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,203 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,447 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,447 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,091 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,458 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,447 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $65,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $65,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $80,841 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,458 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $74,197 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $162,172 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $237,454 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $25,070 | CashBOYAmt |
| Cash EOY | $389,309 | CashEOYAmt |
| Cash EOYFMV | $389,309 | CashEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $749,449 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $760,794 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,457,278 | CorporateStockBOYAmt |
| Corporate Stock EOY | $499,723 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $568,580 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,482,348 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,638,481 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,718,683 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,482,348 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,638,481 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,482,348 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,638,481 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,482,348 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,638,481 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,482,348 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $162,172 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,644,520 | SubtotalAmt |
| Other Decreases | $6,039 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,638,481 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| BERNSTEIN ST | P | $406,311 | $407,160 | -$849 | -$849 |
| BERNSTEIN LT | P | $1,312,925 | $1,118,856 | $194,069 | $194,069 |
| BERNSTEIN CASH IN LIEU | P | $32 | $32 | $32 | |
| CAPITAL GAINS DIVIDENDS | P | $24 | $24 | $24 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $193,276 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,301 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,301 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,301 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $700 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $44 | EsPenaltyAmt |
| Overpayment | $855 | OverpaymentAmt |
| Applied To ES Tax | $855 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ELIZABETH Z ALEXANDER | IndividualWithBooksNm |
| Phone | 9376816198 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 560 COUNTRYSIDE DRIVE SOUTH | AddressLine1Txt |
| City | TROY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 45373 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT L ZIELSDORF | ||||||||
| 136 BIRDSONG WAY | HILTON HEAD ISLAND | SC | 29926 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ELIZABETH D ALEXANDER | ||||||||
| 136 BIRDSONG WAY | HILTON HEAD ISLAND | SC | 29926 | VP, DIRECTOR | 1.00 | $0 | $0 | $0 |
| KRISTEN Z SCHWARTZ | ||||||||
| 136 BIRDSONG WAY | HILTON HEAD ISLAND | SC | 29926 | VP | 1.00 | $0 | $0 | $0 |
| FRANCES J ZIELSDORF | ||||||||
| 136 BIRDSONG WAY | HILTON HEAD ISLAND | SC | 29926 | VP, DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARGARET M ZIELSDORF | ||||||||
| 136 BIRDSONG WAY | HILTON HEAD ISLAND | SC | 29926 | VP | 1.00 | $0 | $0 | $0 |
| MATTHEW J ZIELSDORF | ||||||||
| 136 BIRDSONG WAY | HILTON HEAD ISLAND | SC | 29926 | VP | 1.00 | $0 | $0 | $0 |
| ROBERT F ZIELSDORF | ||||||||
| 136 BIRDSONG WAY | HILTON HEAD ISLAND | SC | 29926 | VP | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,137,042 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $551,893 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,688,935 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,688,935 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,334 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,663,601 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $83,180 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $83,180 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,301 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,301 | TotalTaxAmt |
| Distributable Before Adj | $79,879 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $79,879 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $79,879 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $74,197 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $74,197 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $79,879 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $72,937 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $74,197 | QualifyingDistributionsAmt |
| Applied To Year1 | $72,937 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,260 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $78,619 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT L ZIELSDORF | ContributingManagerNm |
| Contributing Manager | FRANCES J ZIELSDORF | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BEACON HEALTH | |||||||
| 615 N MICHIGAN ST | SOUTH BEND | IN | 46601 | NONE | PC | NURSING EDUCATION | $7,500 |
| BETHEL UNIVERSITY | |||||||
| 1001 BETHEL CIR | MISKAWAKA | IN | 46001 | NONE | PC | SCHOLARSHIP GRANT | $5,000 |
| CENTER FOR THE HOMELESS | |||||||
| 813 S MICHIGAN ST | SOUTH BEND | IN | 46601 | NONE | PC | GENERAL SUPPORT | $250 |
| CONGREGATION OF THE HOLY CROSS | |||||||
| PO BOX 1064 | NOTRE DAME | IN | 46556 | NONE | PC | GENERAL SUPPORT | $5,000 |
| CORVILLA | |||||||
| 3620 DEAHL CT | SOUTH BEND | IN | 46628 | NONE | PC | GENERAL SUPPORT | $3,000 |
| DAYTON CHILDRENS HOSPITAL | |||||||
| 1 CHILDRENS PLAZA | DAYTON | OH | 45404 | NONE | PC | CANINE COPILOT PROGRAM | $500 |
| HAPPY BOTTOMS | |||||||
| 303 W 79TH ST | KANSAS CITY | MO | 64114 | NONE | PC | GENERAL SUPPORT | $1,200 |
| INDIAN RIVER HOSPITAL FOUNDATION | |||||||
| 70 ROYAL PALM POINTE SUITE 1 | VERO BEACH | FL | 32960 | NONE | PC | GENERAL SUPPORT | $10,000 |
| LOS ANGELES FIRE DEPARTMENT FOUNDATION | |||||||
| 1700 STADIUM WAY 100 | LOS ANGELES | CA | 90012 | NONE | PC | PALISADES FIRE RELIEF EFFORT | $16,250 |
| PBS MICHIANA | |||||||
| 300 W JEFFERSON BLVD | SOUTH BEND | IN | 46601 | NONE | PC | GENERAL SUPPORT | $1,500 |
| PROJECT UNBROKEN | |||||||
| 247 RIVERBEND TR | SEAGOVILLE | TX | 75159 | NONE | PC | GENERAL SUPPORT | $500 |
| REACH OUT LAKOTA | |||||||
| PO BOX 362 | WEST CHESTER | OH | 45071 | NONE | PC | GENERAL SUPPORT | $500 |
| SOUTH BEND SYMPHONY ORCHESTRA | |||||||
| 127 N MAIN SREET | SOUTH BEND | IN | 46001 | NONE | PC | ANNUAL FUND | $4,500 |
| STUDEBAKER NATIONAL MUSEUM | |||||||
| 20 CHAPIN ST | SOUTH BEND | IN | 46601 | NONE | PC | GENERAL SUPPORT | $7,500 |
| TURNING POINT USA | |||||||
| 4940 E BEVERLY RD | PHOENIX | AZ | 85044 | NONE | PC | GENERAL SUPPORT | $500 |
| WAYSIDE WAIFS | |||||||
| 3901 MARTHA TRUMAN RD | KANSAS CITY | MO | 64137 | NONE | PC | GENERAL SUPPORT | $50 |
| WOMEN'S CARE CENTER OF IRC | |||||||
| 1986 31ST ST SUITE 100 | VERO BEACH | FL | 32960 | NONE | PC | GENERAL SUPPORT | $1,500 |
| WORLD CENTRAL KITCHEN | |||||||
| PO BOX 96538 | WASHINGTON | DC | 20090 | NONE | PC | SOUTH TEXAS FLOOD VICTIMS | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $65,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $273 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49,464 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $193,276 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $243,013 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $243,013 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SPDR S&P 500 ETF | StockNm |
| EOY Book Value | $499,723 | EOYBookValueAmt |
| EOYFMV | $568,580 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $749,449 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $760,794 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PY ADJUSTMENT | Desc |
| Amt | $6,039 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOUNDATION ADMINISTRATION | $7,966 | $0 | $7,966 |
| OFFICE EXPENSE | $456 | $0 | $456 |
| STATE & LOCAL FILING FEES | $25 | $0 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $5,441 | Amt |
| Net Investment Income | $5,441 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $17 | $17 | $0 |
| FEDERAL EXCISE TAX | $1,186 | $0 | $0 |