2024-03-11T19:00:09-05:00 2023-12-31 943145806 REALIZE CPA LLP 50 CALIFORNIA STREET SUITE 3550 SAN FRANCISCO CA 94111 990PF 2023-01-01 462243181 THE ZIERK FAMILY FOUNDATION ZIER 4153625990 5373 WENONAH DR DALLAS TX 75209 DAVID K ZIERK PRESIDENT 4153625990 2024-02-28 1 DAVID ZIERK 999009999 1 STEPHEN DUPREY P01087350 4153625990 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 40612223 X X 687609 687609 384361 384361 2115892 33444240 2115892 3187862 3187862 0 0 0 0 0 13000 0 0 0 4351 4351 0 0 8000 0 0 0 25351 4351 0 0 2990000 2990000 3015351 4351 0 2990000 172511 3183511 0 7117186 1379873 1379873 31797779 37707603 39232350 38914965 39087476 40612223 0 0 X 0 0 0 0 38914965 39087476 38914965 39087476 38914965 39087476 38914965 172511 0 39087476 0 39087476 AMAZON.COM INC P 2000792 1356806 643986 643986 AMAZON.COM INC P 155024 90450 64574 64574 BIOGEN INC P 534936 567080 -32144 -32144 BUNGE GLOBAL SA P 107240 96800 10440 10440 BUNGE LIMITED P 851627 774185 77442 77442 CHARLES SCHWAB CORP P 281233 205514 75719 75719 CHARTER COMMUNICATN A P 3819394 5357611 -1538217 -1538217 ELECTRONIC ARTS INC P 1243052 1280119 -37067 -37067 HILLTOP HOLDINGS INC P 1851837 1678191 173646 173646 KODIAK GAS SVCS INC P 193135 181923 11212 11212 META PLATFORMS INC P 2440325 2024599 415726 415726 NOODLES & CO P 365429 332920 32509 32509 ORION OFFICE REIT INC P 236597 544300 -307703 -307703 RESTAURANT BRANDS P 678984 481296 197688 197688 RESTAURANT BRANDS P 1358782 956977 401805 401805 SALESFORCE INC: CRM P 1749440 1632195 117245 117245 SNAP INC P 424577 341894 82683 82683 SPDR S&P 500 ETF: SPY P 7458118 7004437 453681 453681 SPDR S&P 500 ETF: SPY P 2453500 1527120 926380 926380 SPDR S&P BIOTECH ETF: XBI P 1025805 997117 28688 28688 SPDR S&P BIOTECH ETF: XBI P 595238 570990 24248 24248 TRANSUNION P 563870 490889 72981 72981 UNION PACIFIC CORP P 1308169 1235363 72806 72806 WALT DISNEY CO P 1747136 1599572 147564 147564 2115892 44251 0 44251 0 44251 44407 0 0 0 44407 0 156 156 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 1 0 0 1 N/A DAVID ZIERK 4158083008 5373 WENONAH DR DALLAS TX 75209 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID K ZIERK 5373 WENONAH DR DALLAS TX 75209 PRESIDENT & TREASURER 1.00 0 0 0 DAWN M ZIERK 5373 WENONAH DR DALLAS TX 75209 VICE PRESIDENT & SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 36044174 3122664 0 39166838 0 0 39166838 587503 38579335 1928967 1928967 44251 44251 1884716 0 1884716 0 1884716 2990000 0 2990000 1884716 0 0 599894 996839 2754747 4351480 2990000 0 0 0 1884716 1105284 0 0 5456764 0 0 0 0 0 0 599894 4856870 996839 2754747 1105284 DAVID K ZIERK X CHRIST THE KING CATHOLIC CHURCH (DALLAS) PO BOX 227281 DALLAS TX 752227281 NONE 501(C)(3) TO SUPPORT THE CHURCH. 50000 FIRST TEE SF 99 HARDING ROAD SAN FRANCISCO CA 94132 NONE 501(C)(3) TO TEACH GOLF TO YOUTH. 300000 FRIENDS OF UNITED HATZALAH 442 5TH AVE SUITE 1866 NEW YORK NY 10018 NONE 501(C)(3) TO PROVIDE EMERGENCY MEDICAL SERVICES. 10000 HOOVER INSTITUTION 434 GALVEZ MALL STANFORD CA 943056003 NONE 501(C)(3) TO SUPPORT THE UNIVERSITY. 100000 JIM SAUNDERS FUND PO BOX 1089 KAILUAKONA HI 967451089 NONE 501(C)(3) TO SUPPORT EDUCATION. 25000 KUKIO HO'OMANA FUND PO BOX 5380 KAILUAKONA HI 96745 NONE 501(C)(3) TO SUPPORT THE LOCAL COMMUNITY. 5000 NORTH TEXAS FOOD BANK 3677 MAPLESHADE LANE PLANO TX 75075 NONE 501(C)(3) TO SUPPORT HUNGRY CHILDREN, SENIORS, AND FAMILIES. 50000 REDF 221 MAIN STREET SUITE 1550 SAN FRANCISCO CA 94105 NONE 501(C)(3) TO CREATE JOBS FOR PEOPLE WHO FACE GREAT BARRIERS. 300000 ST MARK'S SCHOOL OF TEXAS 10600 PRESTON RD DALLAS TX 752304047 NONE 501(C)(3) TO SUPPORT THE CHILDREN EDUCATION. 2000000 ST MICHAEL THE ARCHANGEL CHURCH 67-390 GOODALE AVENUE WAIALUA HI 96791 NONE 501(C)(3) TO SUPPORT THE CHURCH. 10000 THE DALLAS FOUNDATION 3000 PEGASUS PARK DR 930 SUITE 390 DALLAS TX 75247 NONE 501(C)(3) TO SUPPORT THE CITY OF DALLAS. 15000 UNITED TO LEARN 5310 HARVEST HILL RD STE 190 DALLAS TX 752305823 NONE 501(C)(3) TO SUPPORT THE SCHOOL AND COMMUNITY. 25000 UT SOUTHWESTERN MEDICAL CENTER (UTSW) 5323 HARRY HINES BLVD DALLAS TX 753907208 NONE 501(C)(3) TO SUPPORT THE THE ACADEMIC, RESEARCH, AND PUBLIC SERVICE OF UTSW. 100000 2990000 0 01 687609 01 384361 18 2115892 0 3187862 0 3187862 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 13000 0 0 0 SUPPLEMENTARY STATEMENTS PART: XV LINE: 2 THE FOUNDATION'S PRIMARY ACTIVITY IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS QUALIFYING FOR EXEMPTION UNDER IRC SEC 501(C)(3). THE TRUSTEES CHOOSE THESE ORGANIZATIONS BASED UPON THEIR KNOWLEDGE OF THE ORGANIZATION'S ACTIVITIES. NO CONTRIBUTIONS, GRANTS, GIFTS, LOANS OR SCHOLARSHIPS ARE MADE TO INDIVIDUALS. THE ORGANIZATION DOES NOT PRESENTLY RECEIVE APPLICATIONS OR CONDUCT PROGRAMS FOR DONATIONS IN ITS ACTIVITIES. INVESTMENTS - CHARLES SCHWAB #2453 AT COST 37707603 39232350 NON DEDUCTIBLE EXPENSE 8000 0 0 0 DAVID DAWN ZIERK 5373 WENONAH DR DALLAS TX 75209 FOREIGN TAXES 4351 4351 0 0