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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$799,835
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) 911,844
2 Check right arrow.............
3 Interest on savings and temporary cash investments 3,106   3,106
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........ 914,950 0 3,106
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 99,169 0 0 28,550
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)... 7,737 0 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 61,058 0 0 0
21 Travel, conferences, and meetings....... 7,179 0 0 7,179
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 340,530 0 0 307,870
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 515,673 0 0 343,599
25 Contributions, gifts, grants paid....... 266,916 266,916
26 Total expenses and disbursements. Add lines 24 and 25 782,589 0 0 610,515
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 132,361
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)... 3,106
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 649,337 394,391 394,391
2 Savings and temporary cash investments......... 5,427 405,444 405,444
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) 654,764 799,835 799,835
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
5,651
Click to see attachment
List of Attached Documents:
// Content
18,361
23 Total liabilities (add lines 17 through 22)......... 5,651 18,361
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 649,113 781,474
29 Total net assets or fund balances (see instructions)..... 649,113 781,474
30 Total liabilities and net assets/fund balances (see instructions). 654,764 799,835
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
649,113
2
Enter amount from Part I, line 27a .....................
2
132,361
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
781,474
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
781,474
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 estimated tax payments and 2023 overpayment credited to 2024 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 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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. 780,658
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 (2024)
Form 990-PF (2024)
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
739,240
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
739,240
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
739,240
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
11,089
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
728,151
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
36,408
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
36,408
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
 
b
Income tax for 2024. (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
36,408
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
36,408
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
36,408
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
610,515
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
610,515
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 36,408
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020...... 46,662
c From 2021...... 165,457
d From 2022...... 262,487
e From 2023...... 616,393
f Total of lines 3a through e ........ 1,090,999
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 610,515
a Applied to 2023, 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 2024 distributable amount..... 36,408
e Remaining amount distributed out of corpus 574,107
5 Excess distributions carryover applied to 2024. 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 1,665,106
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
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 2019 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
1,665,106
10 Analysis of line 9:
a Excess from 2020.... 46,662
b Excess from 2021.... 165,457
c Excess from 2022.... 262,487
d Excess from 2023.... 616,393
e Excess from 2024.... 574,107
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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
ANN MARIE SANCHEZ


23956 PAPER WASP
NEW CANEY,TX77357
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,500
DANIELA NAVARRO


2855 FOOTHILL BLVD APT K101
LA VERNE,CA91750
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 2,500

DESTIN CHARITY WINE AUCTION FOUNDATION

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


10 JACKSON CT
TRABUCO CANYON,CA92679
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 5,000
JERON STRICKLAND


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


2211 GRIFFITH ST
LINCOLN,NE68503
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 4,000
NICHOLAS TIMM


14 LIGHTHOUSE PT
ALISO VIEJO,CA92656
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 2,491
NOEMI RIVERA-COLON


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

THE BRETT BOYER FOUNDATION

PO BOX 754
BRENTWOOD,TN37024
NONE PUBLIC CHARITY FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 50,000
ABBEY PATTISON


8884 EVEREST LN N
MAPLE GROVE,MN55311
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,500
ANAHIT GALSTYAN


13800 CANTLAY ST
VAN NUYS,CA91405
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000
ANTHONY STACE


405 N ADAMS ST APT A
ST CROIX FALLS,WI54024
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,995
BELOVED AND BEYOND


557 COUNTY ROAD 331
ROSEBUD,TX76570
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 30,000
BETLHEM WEBENEH


4417 DALI COURT
ANTIOCH,TN37013
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000

BIG BEAUTIFUL LIFE FOUNDATION

6 CRAFTSBURY CT
ESSEX JUNCTION,VT05452
NONE PUBLIC CHARITY FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 2,500
CADMAN GROUP


214 MAIN STREET 361
EL SEGUNDO,CA90245
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 2,800
CARMEN GREEN


1630 CONCORDIA AVE 3
SAINT PAUL,MN55104
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000
CIRCE AMPARADO


9907 SAGEMILL DR
HOUSTON,TX77089
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000
DELORIS ALLEN


4722 MEADOW ST APT 1208
DALLAS,TX75215
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,500
ELVIRA ARAUJO LUVIANO


1039 ROAD 5705
CLEVELAND,TX77327
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,500
EVELYN PEREZ DUDU


7340 QUILL DRIVE UNIT 73
DOWNEY,CA90242
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 2,000
HAREL AVRUTSKY


8325 STANFORD AVE
SAINT LOUIS,MO63132
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 3,372
HERNANDEZ FUNERAL HOME


1219 QUITMAN STREET
HOUSTON,TX77009
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,500

HOLY PURSUIT'S DREAM FOUNDATION

878 HIDDEN VIEW WAY
MORGANTOWN,WV26508
NONE PUBLIC CHARITY FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 10,000
JENIFER RODRIGUEZ


22715 IMPERIAL VALLEY DRIVE 601
HOUSTON,TX77073
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000
JOCELIN SOSA


9400 COVENTRY SQUARE DR 1311
HOUSTON,TX77099
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,024
KRISTI TURNER


4931 IBIS LAKE CT
KATY,TX77449
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000
LATRICE MARTINEZ


5859 1/2 W BOULEVARD
LOS ANGELES,CA90043
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000
LEKESHA HENDERSON


1410 STARLING LN
ENNIS,TX75119
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000
MAGDALENA ZAMORA


11740 HARRIS AVE
LYNWOOD,CA90262
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000
MARIA FABIOLA RAMIREZ MALDONADO


3305 S WASHINGTON AVE
MARSHALL,TX75672
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000
MARIA ZAMORA


601 PACHECO RD UNIT 1
BAKERSFIELD,CA93307
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000
MARYSABEL VELEZ


4422 SHERWOOD GREEN CT
MISSOURI CITY,TX77459
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000
MILLER-JONES MORTUARY AND CREAMATOR


23618 SUNNYMEAD BLVD
MORENO VALLEY,CA92553
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,200
MURIEL ENOS


15 REDBUD
RANCHO SANTA MARGARITA,CA92688
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 25,000
NAKEISHA DAVIS


411 BOSTON RD
FATE,TX75189
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000
NICKISHA BARNETT


9068 METCALF LN APT 4102
FORT WORTH,TX76140
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,219
PAMELA ROBINSON


9015 DOLPHIN CIRCLE
TEXAS CITY,TX77591
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000
PARK MANOR APARTMENTS


885 ST PAUL AVE
ST PAUL,MN55116
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,744
PATRICIA STEPHENS


1305 OLD ENGLEWOOD ROAD
ATHENS,TN37303
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000
PATRICK CULLIP


15282 HANOVER LANE
HUNTINGTON BEACH,CA92647
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000
QIARAH BAYLOR


12993 JUPITER ROAD APARTMENT 2316
DALLAS,TX75238
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,030
RANKEN JORDAN HOSPITAL


11365 DORSETT ROAD
MARYLAND HEIGHTS,MO63043
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,500
RONALD THIGPEN


312 OLD HIGHWAY 52 E
PORTLAND,TN37148
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000
ROWE FUNERAL HOME


510 NW FIRST AVE
GRAND RAPIDS,MN55744
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 3,594
SAMANTHA EVANS


720 W IMPERIAL AVE APT 307
EL SEGUNDO,CA90245
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,500
SAMART FUNERAL HOME


4511 WEST PARK AVE
GRAY,LA70359
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 2,200
SAVANNAH BOSWORTH


35218 PICTON CT
BEAUMONT,CA92223
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 2,500
SHELBY BURNETT


1416 LOTUS LANE
LUFKIN,TX75904
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,500
SHERICE COSTON


2734 OXFORD HALL AVE
MURFREESBORO,TN37128
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,500
SOUTHERN CALIFORNIA EDISON


PO BOX 600
ROSEMEAD,CA91771
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,186
TANNER MCCARTNEY


519 1ST STREET
NASHWAUK,MN55769
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,500
TERESA MONCADA


4018 TREE MOSS PL
HUMBLE,TX77346
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,500
THE JACKSON GROUP


1175 CAMP JACKSON ROAD
COHOKIA HEIGHTS,IL62206
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,203
THE MEADOWS NRH


8515 BLVD 26
NORTH RICHLAND HILLS,TX76180
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,753
TIMETRIA SNOWTEN


750 CHARIOT WAY
HOPKINS,SC29061
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 2,189
TINA SIMMS


908 CLEVELAND AVE S APT 9
SAINT PAUL,MN55116
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,500
TYRENESHA LEBLANC


5289 ST HWY 121 APT A1011
THE COLONY,TX75056
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000
TOYOTA FINANCIAL SERVICES


PO BOX 5855
CAROL STREAM,IL601975855
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,615
TRUIST


PO BOX 79041
BALTIMORE,MD212790041
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 2,959
VALERIE HERNANDEZ


217 CANE CREEK LANE APT 209
JACKSON,MO63755
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 3,090
VICKEY WILSON


3009 TULIP POPLAR
CONROE,TX77301
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000
VICTOR FRANCO


2009 MEADOW CT
GRAND PRAIRIE,TX75050
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000
WENDY LOPEZ


1207 WILMA LOIS AVE
PASADENA,TX77502
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,500
YESICA ARELI SEGOVIA GONZALEZ


3049 W WALNUT HILL LN APT 916
IRVING,TX75038
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000
YESSICA HERNANDEZ


15903 RIVERSIDE GROVE DRIVE
HOUSTON,TX77083
NONE INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 1,000
FINANCIAL MEDICAL ASSISTANCE 100000


320 TYLER DR
SANTA ROSA BEACH,FL32459
  INDIVIDUAL FINANCIAL AND MEDICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN AND FAMILIES 41,752
Total .................................right arrow 3a 266,916
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 ...........
    14 3,106  
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 3,106 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,106
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

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

84-3775200
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
ZACHARY WOODARD FOUNDATION
 
Employer identification number
84-3775200
Part I
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

$ 5,000


(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

$ 10,000


(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

$ 6,500


(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

$ 20,250


(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

$ 250,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
6
BRIGGS ELECTRIC
14381 FRANKLIN AVENUE
 
TUSTIN, CA92780

$ 5,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
ZACHARY WOODARD FOUNDATION
 
Employer identification number
84-3775200
Part I
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
GARRY SAENZ
3 WILLOWGLADE
 
TRABUCO CANYON, CA92679

$ 15,254


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
8
GLENN DAMANTI
302 HOLLY RD
 
EDGEWATER, MD21037

$ 5,181


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
9
ANDERSON AND HOWARD ELECTRIC INC
15 CHRYSLER
 
IRVINE, CA92618

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
10
ADAM ANSARI
10701 HOLDER STREET
 
CYPRESS, CA90630

$ 11,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
11
APOLLO ELECTRIC
 
330 BASSE LANE
 
BREA, CA92821

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
12
BRAD HANENBERG
4300 N HARBOR BLVD
 
FULLERTON, CA92835

$ 8,100


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
ZACHARY WOODARD FOUNDATION
 
Employer identification number
84-3775200
Part I
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
13
CERTIFIED WHOLESALE ELECTRIC
 
3653 SAN FERNANDO ROAD
 
GLENDALE, CA912042999

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
14
DOUG FITZSIMMONS
13618 SMOKESTONE ST
 
RANCHO CUCUMONGA, CA91739

$ 5,600


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
15
GREG ELLIOTT
15 CHRYSLER
 
IRVINE, CA92618

$ 7,800


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
16
GREGORY GRANT
22211 SAN JOAQUIN DR W
 
CANYON LAKE, CA92587

$ 7,100


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
17
HENRY SLADEK
18402 BOULDER BLUFF
 
SILVERADO, CA92676

$ 8,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
18
JACKSON MCKEEVER
7201 BONTERRA DR
 
FRANKLIN, TN37064

$ 5,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
ZACHARY WOODARD FOUNDATION
 
Employer identification number
84-3775200
Part I
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
19
KEN RADFORD
20 COPPS HILL STREET
 
LAGUNA NIGUEL, CA92657

$ 7,400


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
20
KRISTEN STEVENS
10 JACKSON CT
 
COTO DE CAZA, CA92679

$ 7,100


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
21
MARILYN L ERVIN
2908 SILK TREE TERRACE
 
THE VILLAGES, FL32163

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
22
RICK BRYANT
24666 ARGUS DRIVE
 
MISSION VIEJO, CA92691

$ 6,150


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
23
TYLOR BASHLOR
919 BAYSIDE DR 06
 
NEWPORT BEACH, CA92660

$ 7,500


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
24
VISIONAIRE LIGHTING
 
19645 SOUTH RANCHO WAY
 
RANCHO DOMINGUEZ, CA90220

$ 7,500


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 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 13,610 0 0 14,810
ADVERTISING 12,420 0 0 12,420
OFFICE EXPENSES 17,932 0 0 0
LED LIGHTS 39,385 0 0 39,385
BANK CHARGES 5,994 0 0 0
GIFTS 725 0 0 0
MEALS 315 0 0 0
TRAINING & DEVELOPMENT 5,465 0 0 0
INSURANCE 2,229 0 0 0
FUNDRAISING 241,255 0 0 241,255
LEGAL FEES 1,200 0 0 0


TY 2024 OtherLiabilitiesSchedule
Name:
ZACHARY WOODARD FOUNDATION
EIN:
84-3775200
Description Beginning of Year - Book Value End of Year - Book Value
AMEX CC 5,651 18,361


TY 2024 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 2024 TaxesSchedule
Name:
ZACHARY WOODARD FOUNDATION
EIN:
84-3775200
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 7,587 0 0 0
TAXES AND LICENSES 150 0 0 0