Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
ZACHARY WOODARD FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)320 TYLER DRIVE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SANTA ROSA BEACH, FL32459
A Employer identification number

84-3775200
B Telephone number (see instructions)

(949) 322-6503
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$654,764
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 998,685
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 998,685 0 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 89,078 0 0 89,078
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 7,770 0 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 58,493 0 0 0
21 Travel, conferences, and meetings....... 7,143 0 0 7,143
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 375,088 0 0 330,129
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 537,572 0 0 426,350
25 Contributions, gifts, grants paid....... 226,401 226,401
26 Total expenses and disbursements. Add lines 24 and 25 763,973 0 0 652,751
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 234,712
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 418,297 649,337 649,337
2 Savings and temporary cash investments......... 5,427 5,427 5,427
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 423,724 654,764 654,764
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
10,031
Click to see attachment
List of Attached Documents:
// Content
6,359
23 Total liabilities (add lines 17 through 22)......... 10,031 6,359
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 413,693 648,405
29 Total net assets or fund balances (see instructions)..... 413,693 648,405
30 Total liabilities and net assets/fund balances (see instructions). 423,724 654,764
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
413,693
2
Enter amount from Part I, line 27a .....................
2
234,712
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
648,405
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
648,405
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1a
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 0
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 0
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.LIGHTZOFHOPE.ORG
14
The books are in care ofright arrowTHOMAS BRENT WOODARD Telephone no.right arrow (949) 322-6505

Located atright arrow320 TYLER DRSANTA ROSA BEACHFL ZIP+4right arrow32459
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
BRENT WOODARD PRESIDENT
5.00
0 0 0
320 TYLER DR
SANTA ROSA BEACH,FL32459
SUSAN WOODARD VICE PRESIDENT
5.00
0 0 0
320 TYLER DR
SANTA ROSA BEACH,FL32459
GARY FITZPATRICK DIRECTOR
1.00
0 0 0
34122 CHULA VISTA DR
DANA POINT,CA92629
ROB GERARD DIRECTOR
1.00
0 0 0
2 SONGVIEW
MISSION VIEJO,CA92692
JIM ERVIN TREASURER
1.00
0 0 0
28 DAVIS LOVE DR
CHAPEL HILL,NC27517
JOHN CALDERA SECRETARY
1.00
0 0 0
23098 VIA PIMEINTO
MISSION VIEJO,CA92691
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 GIVING HOPE & EXCITEMENT THROUGH LIGHTING TO KIDS IN HOSPITALS FOR EXTENDED STAYS. 645,606
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
0
b
Average of monthly cash balances.......................
1b
738,234
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
738,234
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
738,234
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
11,074
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
727,160
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
36,358
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
36,358
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
 
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
0
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
36,358
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
36,358
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
36,358
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
652,751
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
652,751
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1 Distributable amount for 2023 from Part X, line 7 36,358
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020...... 46,662
d From 2021...... 165,457
e From 2022...... 262,487
f Total of lines 3a through e ........ 474,606
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 652,751
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions).....
0
c Treated as distributions out of corpus (Election
required—see instructions)........
0
d Applied to 2023 distributable amount..... 36,358
e Remaining amount distributed out of corpus 616,393
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,090,999
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
1,090,999
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020.... 46,662
c Excess from 2021.... 165,457
d Excess from 2022.... 262,487
e Excess from 2023.... 616,393
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
BRENT WOODARD
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

ABDUL HAQJO

10522 BEECHNUT ST APT 523
HOUSTON,TX77072
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

ALEXANDREA GONZALEZ

10018 CITRUSWOOD LN
HOUSTON,TX77089
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,500

ALEXANDREA WILLIAMS

1326 TORRANCE LANE
ROSHARON,TX77583
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

ALIVANDEL AFONSO

14425 SHOOTER MCGAVIN DR
MANOR,TX78653
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,500

ALMA MEDINA

2905 OKLAHOMA AVE
BRYAN,TX77803
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

ALMARELI ORDONEZ FONSECA

89 OIL CT
WYLIE,TX75098
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

ANA IRIN BURUCA

611 KANSAS ST APT 8A
SOUTH HOUSTON,TX77587
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

ANGELA BELINDA AGUILAR ESPINOZA

401 S BENDER AVE APT 616
HUMBLE,TX77338
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

ANN MARIE SANCHEZ

23956 PAPER WASP
NEW CANEY,TX77357
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 3,000

ANNETTE SHELLEY

1036 WEAVER ST
CEDAR HILL,TX75104
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

APRIL SIERRA

115 CHETTA PLACE
HOUMA,LA70364
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,015

ASHLEY COPLIN

3705 KINGSWAY DR
BAYTOWN,TX77521
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

AURISHA GOODMAN

12306 BEDFORD BEND DR
HUMBLE,TX77346
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 2,000

AZUZENA SANTAMARIA CARLOS

2319 TALCO DR
DALLAS,TX75241
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

BEATRIZ MARICELA SIENFUENTES RIVAS

5705 DOROTHY ANN DR
HOUSTON,TX77076
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

BECKY SCHERRER

923 SOUTH WEST K STREET
GRANTS PASS,OR97526
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 4,516

BEVERLY EVERY

25467 NORTHPARK LAKE DR
PORTER,TX77365
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

BLANCA RAMIREZ

1128 BULWARK DR
CROSBY,TX77532
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

BRITTANY CRAWFORD

7000 FONVILLA ST APT 702
HOUSTON,TX77074
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

BRITTNEY SCOTT

1645 3RD ST
HEMPSTEAD,TX77445
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,500

CHRISTIAN LANG

17000 BISSONNET ST APT 227
RICHMOND,TX77407
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

CHRISTIE ROLLEMA

PO BOX 659
SUNRAY,TX79086
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

CHRISTINA STANLEY

641 COUNTY ROAD 116
NACOGDOCHES,TX75965
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

CRISTIN SHANNARAN

1581 W MIDDLETON AVE
ST PAUL,MN55102
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

CRYSTAL LABREE

15406 FM 3083
CONROE,TX77302
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

CYNTHIA HANSON

123 GRIFFITH BEND RD
MABANK,TX75156
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

DANIEL IZAGUIRRE

5509 WASSELL CIRCLE
EDINBURG,TX78542
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

DANIELA NAVARRO

2855 FOOTHILL BLVD APT K101
LA VERNE,CA91750
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

DAYANA REGUEIFEROS RICARDO

3242 WINDMOOR DR
KATY,TX77449
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

DEMETRIA HALL

6400 OHIO DRIVE APT 1325
PLANO,TX75024
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,500

DENICEY SHARP

9738 GUEST ST
HOUSTON,TX77078
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

DESIREE WATKINS

3501 ITASKA STREET FIRST FLOOR
ST LOUIS,MO63111
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 2,520

DORIA DANIELS

1301 SOUTH TUCKER BLVD
ST LOUIS,MO63104
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 3,000

DUSTYN SCHELLENBERG

16252 GEORGIA AVENUE
PARAMOUNT,CA90723
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

DYSHALAYE BOYD

8282 CAMBRIDGE ST APT 115
HOUSTON,TX77054
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

EMILY DIAZ

4106 FM 2611
BRAZORIA,TX77422
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

ERICA BASQUEZ

6814 BLUE STEM HILL CIRCLE
KATY,TX77449
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

EVELIN ROUSTAND

16417 NORTHSHORE DR
CHANNELVIEW,TX77530
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

EVELYN LOPEZ VELASQUEZ

660 MAXEY RDTRAILER 212
HOUSTON,TX77013
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

FABIOLA MORENO

7407 ILEX ST
HOUSTON,TX77012
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

FABIOLA SOTO

318 S MELROSE ST APT 3
ANAHEIM,CA92805
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 2,000

FRANCISCA DEAYALAFLORES

5335 W GULF BANK RD APT 609
HOUSTON,TX77088
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

FRANCISCO LUJAN

6730 LATTA ST
DALLAS,TX75227
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

FRANKLIN CAMPOS

13800 ELLA BLVD APT C308
HOUSTON,TX77014
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,250

FREDERICKA GRIFFIN

17311 DANBURY BRIDGE DR
HOUSTON,TX77095
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

GILDA FRANYUTTI

3 TEALIGHT PLACE
TOMBALL,TX77375
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

GRACIELA MALDONADO ESPINOZA

950 VILLA DE MATEL RD APT 323
HOUSTON,TX77023
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

HALEY BARKEMA

32 CALLE MANDARINA
SAN CLEMENTE,CA92673
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,500

HEATHER LOCKE

1761 COUNTY ROAD 2094
LIBERTY,TX77575
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,500

HEATHER LOPEZ

120 CONCRETE CIRCLE UNIT 20
MERIDIAN,TX76665
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

HEATHER REYNOLDS

2514 ACADIANA LN
SEABROOK,TX77586
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 2,400

HEYDI FUNEZ

24222 GLEN LOCH DR
THE WOODLANDS,TX77380
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

IRENE MALDONADO

2802 RICHTON RD
STAFFORD,TX77477
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

IRENE MIRALDA

618 S 6TH STREET
LA PORTE,TX77571
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 2,000

JACK STEVENS

10 JACKSON CT
TRABUCO CANYON,CA92679
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 2,500

JACQUI LAYNE

4336 W PLUM ST
PEARLAND,TX77581
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,500

JAMES D DAWSON

31593 OAK AVENUE
AITKIN,MN56431
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

JAMIE COBURN

1313 CARSON AVE
BAKERSFIELD,CA93304
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

JANAE ROY

2843 AUTUMN SPRINGS LANE
SPRING,TX77373
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,500

JASMINE GOMEZ

23223 FIRST PARK DR APT 2107
KATY,TX77449
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

JEANETTE ALVARDO

9530 PENNANT PARK CT
HOUSTON,TX77044
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

JEANETTE CORDOVA

4500 ALAMEDA GENOA RD13
HOUSTON,TX77048
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

JERON STRICKLAND

1815 UNIVERSITY AVE
MONROE,LA71203
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 2,500

JESSICA DIAZ

206 ISHMEAL ST
HOUSTON,TX77076
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

JESSICA HOLCOMB

2623 31ST AVE N
TEXAS CITY,TX77590
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,500

JESSICA SOTO

909 WEDGEWOOD CIRCLE
BRYAN,TX77801
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,250

JOHNATHON RAMIREZ

1718 CAROL LEE LANE
CONROE,TX77301
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

JOSE GALVAN

515 ROTH STREET
EL CAMPO,TX77437
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

JOSE HERNANDEZ

6716 PEGGY WAY
BAKERSFIELD,CA93307
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

JOSH ARREDONDO

7518 STAGECOACH LANE
SAN ANTONIO,TX78227
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,545

JULIA QUINTANAR

6370 COLLEGE STTRLR 47
BEAUMONT,TX77707
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

JULIE WELCH

9850 WHITEHURST DR APT 1067
DALLAS,TX75243
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 2,000

KAITLYN BROSCIUS

201 EASTVIEW AVENUE
GRENLOCH,NJ08032
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

KARLA BEVELL

7601 N HWY VV LOT 53
COLUMBIA,MO65202
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,500

KATHERINE ROGERS

2311 ELDEN AVE APT 7
COSTA MESA,CA92627
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,500

KAYLA LINVILLE

9900 E COUNTY RD 90
MIDLAND,TX79706
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 2,500

KELLY BERGERON

3525 PHEASANT ST
ORANGE,TX77630
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

KELLY SATTER

2211 GRIFFITH ST
LINCOLN,NE68503
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 2,500

KELSEY PETERSON

27164 300TH STREET
ERHARD,MN56534
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

KIM GRANDINETTE

3175 ROCKY POINT RD
SPRINGFIELD,OH45502
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

KRISTIE KAYODE

7414 WILSON REACH LANE
SPRING,TX77389
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

LAUREN LOUPE

4802 HAZELTON ST
HOUSTON,TX77035
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

MADELINN MACIAS

11446 MILNERS POINT DR
HOUSTON,TX77066
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

MANUELA MINDIOLA

3329 MCKINNEY RDTRLR 8
BAYTOWN,TX77521
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 2,000

MARISOL PERALES

10325 CYPRESSWOOD DRIVE APT 0518
HOUSTON,TX77070
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,503

MARTHA MILMO

18950 LAS VISTAS
SAN ANTONIO,TX78258
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

MAYRA GREEN

2235 SEVILLE CT
ARLINGTON,TX76013
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

MELISSA STACY

308 SOUTH FIFTH STREET
FULTON,NY13069
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,346

MONICA CASAS

612 CATARINA ST
WESLACO,TX78596
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

MOTUNRAYO SAMUEL

2931 BARKER CYPRESS RD APT 314
HOUSTON,TX77084
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,500

NANCY ARACELI GIRON HERRERA

9400 W PARMER LNAPT 1527
AUSTIN,TX78717
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

NEECOLE MELENDEZ

1907 HOLCOMBE BLVD MAILBOX 40
HOUSTON,TX77030
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

NERY DEL CARMEN CORDOVA VAZQUEZ

924 KENNEDY ST APT 1
SAN JUAN,TX78589
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

NICHOLAS TIMM

14 LIGHTHOUSE PT
ALISO VIEJO,CA92656
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 2,000

NOEMI RIVERA-COLON

5426 CREEKSIDE RIDGE TRL
KATY,TX77449
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

NORMA ALANIS

2510 EVERETT ST
HOUSTON,TX77009
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

ORA HARRIS

4901 MISTY LANEAPT 504
BAY CITY,TX77414
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

PRISELLA GARCIA

446 S ST AUGUSTINE DR APT 1060
DALLAS,TX75217
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

RANDOLPH GRAY

1620 AVENUE A
BEAUMONT,TX77701
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,500

ROBERT CRUZ

2371 MAILAND CT E
SAINT PAUL,MN55119
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

ROSA CERVANTES

208 MILL ST
WILLIS,TX77378
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

ROSA MARTINEZ

7112 FENWAY DRIVE 17
WESTMINSTER,CA92683
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

ROSARIO JUDITH TORRES GOMEZ

740 W SPRING VALLEY APT 107
RICHARDSON,TX75080
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

SABBA KHAWAJA

246 E BLUERIDGE AVE
ORANGE,CA92865
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

SALOMON GUERRERO CAMPOS

18630 WEEPING WILLOW LN
PEARLAND,TX77584
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

SAMANTHA RAMIREZ

13703 AVE S
LUBBOCK,TX79423
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 3,000

SANDRA GALVAN

10819 SHARPVIEW DR
HOUSTON,TX77072
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,200

SANTIAGO CARDENAS

1020 FRENCH RIVER
BROWNSVILLE,TX78520
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 2,369

SCARLETT KEY

173 WESTVIEW DR
GUN BARREL CITY,TX75156
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,500

SHAWLONDA HARRIS

305 SADDLE VISTA
CIBOLO,TX78108
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

SHERIKA WEBSTER

1959 SILVER BELL RD APT 213
EAGAN,MN55122
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

STEPHANIE MEDINA

5000 WATKINS WAYAPT 1817
FRIENDSWOOD,TX77546
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

SUNIL KHAMESARA

12237 SPANISH TRACE DRAPT B
MARYLAND HIGHTS,MO63043
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 2,500

SUSAN STENNES

7805 WEST PARK HILLS DR
BLOOMINGTON,MN55438
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

SYLVIA LORENA CORTEZ MEJIA

7203 BELLERIVE DRIVE 158
HOUSTON,TX77036
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

TISHA DAY

1223 PAINTED BUNTING DR
LA MARQUE,TX77568
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 2,000

TRACY MINOR

15714 HOMEBRIAR CT
MISSOURI CITY,TX77489
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

VANESSA GAMBOA

2000 TIDWELL ROAD 322
HOUSTON,TX77093
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,500

VICTORIA ACERON

14505 S BERENDO AVE
GARDENA,CA90247
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

WAEL AMMOURAH

8319 CHESHIRE VALE STREET
HOUSTON,TX77024
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

WENDY YULISA CARRANZA UMANA

8541 WINKLER DRB1
HOUSTON,TX77017
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

YADIRA SANCHEZ

3315 GOLD STAR DR
HOUSTON,TX77082
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

YASMIN JAMA

277 SELBY AVE APT 301
SAINT PAUL,MN55102
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,500

YULY MASSIELL SOLANO RIJO

1105 CACTUS ST
BAYTOWN,TX77521
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 2,000

THE BRETT BOYER FOUNDATION

PO BOX 754
BRENTWOOD,TN37024
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 12,500

HOUSTON CHILDREN'S CHARITY

1600 WEST LOOP SOUTH STE 610
HOUSTON,TX77027
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

DESTIN CHARITY WINE AUCTION FOUNDATION

600 GRAND BOULEVARD SUITE 206
MIRAMAR BEACH,FL32550
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 10,000

FINANCIAL & MEDICAL ASSISTANCE (100000 DETAIL UPON REQUEST)

320 TYLER DR
SANTA ROSA BEACH,FL32459
NONE   FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 39,487
Total .................................right arrow 3a 226,401
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
         
4 Dividends and interest from securities ....          
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............
         
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 0 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
0
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
ZACHARY WOODARD FOUNDATION
 
Employer identification number

84-3775200
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
ZACHARY WOODARD FOUNDATION
 
Employer identification number
84-3775200
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
1
PERFORMANCE LIGHTING SYSTEMS
 
5 JENNER STE 130
 
IRVINE, CA92618

$ 71,504


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
2
MAIN ELECTRIC
 
3600 W SEGERSTROM AVE
 
SANTA ANA, CA92704

$ 15,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
3
JEFF TEASLEY
35651 BEACH RD
 
CAPISTRANO BEACH, CA92624

$ 15,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
4
JAMES AND MARILYN ERVIN
28 DAVIS LOVE DR
 
CHAPEL HILL, NC27517

$ 8,800


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
5
BRENT AND SUSAN WOODARD
320 TYLER DR
 
SANTA ROSA BEACH, FL32459

$ 400,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
6
DAVID MICHAELS
 
320 TYLER DR
 
SANTA ROSA BEACH, FL32459

$ 5,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
ZACHARY WOODARD FOUNDATION
 
Employer identification number
84-3775200
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
7
DELTA WYE ELECTRIC
 
282 A C DR
 
DALLAS, GA30132

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
8
MAMMOTH ELECTRIC
 
170 E LIBERTY AVE
 
ANAHEIM, CA92801

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
9
ROSENDIN ELECTRIC INC
 
880 MABURY RD
 
SAN JOSE, CA95133

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
10
DAVID MICHAELS
138 S WINDHAM LN
 
BLOOMINGDALE, IL60108

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
ZACHARY WOODARD FOUNDATION
 
Employer identification number

84-3775200
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
ZACHARY WOODARD FOUNDATION
 
Employer identification number

84-3775200
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 OtherExpensesSchedule
Name:
ZACHARY WOODARD FOUNDATION
EIN:
84-3775200
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONTRACT SERVICES 15,027 0 0 15,027
ADVERTISING 20,265 0 0 20,265
OFFICE EXPENSES 33,212 0 0 0
LED LIGHTS 9,807 0 0 9,807
BANK CHARGES 757 0 0 0
GIFTS 3,454 0 0 0
MEALS 1,524 0 0 0
TRAINING & DEVELOPMENT 4,327 0 0 0
INSURANCE 1,685 0 0 0
FUNDRAISING 285,030 0 0 285,030


TY 2023 OtherLiabilitiesSchedule
Name:
ZACHARY WOODARD FOUNDATION
EIN:
84-3775200
Description Beginning of Year - Book Value End of Year - Book Value
AMEX CC 4,683 6,359
PAYROLL LIABILITIES 5,348 0


TY 2023 SubstantialContributorsSch
Name:
ZACHARY WOODARD FOUNDATION
EIN:
84-3775200
Name Address
PERFORMANCE LIGHTING SYSTEMS
 
5 JENNER STE 130
IRVINE,CA92618
BRENT AND SUSAN WOODARD 320 TYLER DR
SANTA ROSA BEACH,FL32459


TY 2023 TaxesSchedule
Name:
ZACHARY WOODARD FOUNDATION
EIN:
84-3775200
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 7,770 0 0 0