Skip to content
ProPublica Donate
ProPublica Donate

Robert L And Frances J Zielsdorf Foundation

  • Hilton Head, SC
  • Tax-exempt since March 2009
  • EIN: 26-3604223

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$134k (2024)

Expenses
$83.1k (2024)

Total Assets
$1.48M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Nov.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$134,400
Expenses
$83,066
Net Income
$51,334
Net Assets
$1,482,348
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,196
0.9%
Dividends $44,230
32.9%
Sales of Assets $88,323
65.7%
Other Income $651
0.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $71,917
86.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,482,348
Total Liabilities $0
Net Assets $1,482,348
Compensation
Key Employees and Officers Compensation Other
Elizabeth Z Alexander (Vp, Dir) $0 $0
Kristen Z Schwartz (Vp) $0 $0
Frances J Zielsdorf (Dir, Vp) $0 $0
Margaret M Zielsdorf (Vp) $0 $0
Matthew J Zielsdorf (Vp) $0 $0
Robert F Zielsdorf (Vp) $0 $0
Robert L Zielsdorf (Pres, Dir, Sec) $0 $0
+ View more people

Document Links

990-PF
Filed on March 21, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Nov.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$97,006
Expenses
$88,221
Net Income
$8,785
Net Assets
$1,431,014
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,149
1.2%
Dividends $49,427
51.0%
Sales of Assets $46,264
47.7%
Other Income $166
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $78,614
89.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,431,014
Total Liabilities $0
Net Assets $1,431,014
Compensation
Key Employees and Officers Compensation Other
Elizabeth Z Alexander (Vp) $0 $0
Kristen Z Schwartz (Vp) $0 $0
Frances J Zielsdorf (Dir, Vp) $0 $0
Margaret M Zielsdorf (Vp) $0 $0
Matthew J Zielsdorf (Vp) $0 $0
Robert F Zielsdorf (Vp) $0 $0
Robert L Zielsdorf (Pres, Dir, Sec) $0 $0
+ View more people

Document Links

990-PF
Filed on Feb. 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Nov.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$132,678
Expenses
$89,645
Net Income
$43,033
Net Assets
$1,422,229
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $313
0.2%
Dividends $59,169
44.6%
Sales of Assets $72,943
55.0%
Other Income $253
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $77,876
86.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,422,229
Total Liabilities $0
Net Assets $1,422,229
Compensation
Key Employees and Officers Compensation Other
Elizabeth Z Alexander (Vp) $0 $0
Kristen Z Schwartz (Vp) $0 $0
Frances J Zielsdorf (Dir, Vp) $0 $0
Margaret M Zielsdorf (Vp) $0 $0
Matthew J Zielsdorf (Vp) $0 $0
Robert F Zielsdorf (Vp) $0 $0
Robert L Zielsdorf (Pres, Dir, Sec) $0 $0
+ View more people

Document Links

990-PF
Filed on Feb. 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Nov.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$154,033
Expenses
$84,336
Net Income
$69,697
Net Assets
$1,379,196
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $102
0.1%
Dividends $31,463
20.4%
Sales of Assets $122,429
79.5%
Other Income $39
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $74,149
87.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,379,196
Total Liabilities $0
Net Assets $1,379,196
Compensation
Key Employees and Officers Compensation Other
Elizabeth Z Alexander (Vp) $0 $0
Kristen Z Schwartz (Vp) $0 $0
Frances J Zielsdorf (Dir, Vp) $0 $0
Margaret M Zielsdorf (Vp) $0 $0
Matthew J Zielsdorf (Vp) $0 $0
Robert F Zielsdorf (Vp) $0 $0
Robert L Zielsdorf (Pres, Dir, Sec) $0 $0
+ View more people

Document Links

990-PF
Filed on Feb. 8, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Nov.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$59,432
Expenses
$77,873
Net Income
-$18,441
Net Assets
$1,309,498
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $239
0.4%
Dividends $34,206
57.6%
Sales of Assets $24,388
41.0%
Other Income $599
1.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $69,827
89.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,309,499
Total Liabilities $1
Net Assets $1,309,498
Compensation
Key Employees and Officers Compensation Other
Elizabeth Z Alexander (Vp) $0 $0
Kristen Z Schwartz (Vp) $0 $0
Frances J Zielsdorf (Dir, Vp) $0 $0
Margaret M Zielsdorf (Vp) $0 $0
Matthew J Zielsdorf (Vp) $0 $0
Robert F Zielsdorf (Vp) $0 $0
Robert L Zielsdorf (Pres, Dir, Sec) $0 $0
+ View more people

Document Links

990-PF
Filed on March 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Nov.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$79,754
Expenses
$80,971
Net Income
-$1,217
Net Assets
$1,327,439
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $517
0.6%
Dividends $45,692
57.3%
Sales of Assets $33,411
41.9%
Other Income $134
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $74,222
91.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,327,440
Total Liabilities $1
Net Assets $1,327,439
Compensation
Key Employees and Officers Compensation Other
Elizabeth Z Alexander (Vp) $0 $0
Kristen Z Schwartz (Vp) $0 $0
Frances J Zielsdorf (Dir, Vp) $0 $0
Margaret M Zielsdorf (Vp) $0 $0
Matthew J Zielsdorf (Vp) $0 $0
Robert F Zielsdorf (Vp) $0 $0
Robert L Zielsdorf (Pres, Dir, Sec) $0 $0
+ View more people

Document Links

990-PF
Filed on March 5, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Nov.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$120,098
Expenses
$87,855
Net Income
$32,243
Net Assets
$1,328,657
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $480
0.4%
Dividends $32,333
26.9%
Sales of Assets $87,185
72.6%
Other Income $100
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $76,184
86.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,328,657
Total Liabilities $0
Net Assets $1,328,657
Compensation
Key Employees and Officers Compensation Other
Elizabeth Z Alexander (Vp) $0 $0
Kristen Z Schwartz (Vp) $0 $0
Frances J Zielsdorf (Dir, Vp) $0 $0
Margaret M Zielsdorf (Vp) $0 $0
Matthew J Zielsdorf (Vp) $0 $0
Robert F Zielsdorf (Vp) $0 $0
Robert L Zielsdorf (Pres, Dir, Sec) $0 $0
+ View more people

Document Links

990-PF
Filed on June 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Nov.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$114,765
Expenses
$64,914
Net Income
$49,851
Net Assets
$1,296,414
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $191
0.2%
Dividends $33,796
29.4%
Sales of Assets $80,653
70.3%
Other Income $125
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $58,565
90.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,296,414
Total Liabilities $0
Net Assets $1,296,414
Compensation
Key Employees and Officers Compensation Other
Elizabeth Z Alexander (Vp) $0 $0
Kristen Z Schwartz (Vp) $0 $0
Frances J Zielsdorf (Vp / Dir) $0 $0
Margaret M Zielsdorf (Vp) $0 $0
Matthew J Zielsdorf (Vp) $0 $0
Robert F Zielsdorf (Vp) $0 $0
Robert L Zielsdorf (Pres / Dir / Sec) $0 $0
+ View more people

Document Links

990-PF
Filed on July 31, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Nov.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$68,997
Expenses
$63,922
Net Income
$5,075
Net Assets
$1,246,563
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $126
0.2%
Dividends $42,305
61.3%
Sales of Assets $26,566
38.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $55,909
87.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,246,563
Total Liabilities $0
Net Assets $1,246,563
Compensation
Key Employees and Officers Compensation Other
Elizabeth Z Alexander (Vp) $0 $0
Kristen Z Schwartz (Vp) $0 $0
Frances J Zielsdorf (Vp / Dir) $0 $0
Margaret M Zielsdorf (Vp) $0 $0
Matthew J Zielsdorf (Vp) $0 $0
Robert F Zielsdorf (Vp) $0 $0
Robert L Zielsdorf (Pres / Dir / Sec) $0 $0
+ View more people

Document Links

990-PF
Filed on Feb. 28, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Nov.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$103,173
Expenses
$44,405
Net Income
$58,768
Net Assets
$1,241,488
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $262
0.3%
Dividends $29,517
28.6%
Sales of Assets $73,394
71.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $37,164
83.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,241,488
Total Liabilities $0
Net Assets $1,241,488
Compensation
Key Employees and Officers Compensation Other
Elizabeth Z Alexander (Vp) $0 $0
Kristen Z Schwartz (Vp) $0 $0
Frances J Zielsdorf (Vp / Dir) $0 $0
Margaret M Zielsdorf (Vp) $0 $0
Matthew J Zielsdorf (Vp) $0 $0
Robert F Zielsdorf (Vp) $0 $0
Robert L Zielsdorf (Pres / Dir / Sec) $0 $0
+ View more people

Document Links

990-PF
Filed on Feb. 3, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Nov.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$119,367
Expenses
$121,000
Net Income
-$1,633
Net Assets
$1,182,720
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $106
0.1%
Dividends $19,818
16.6%
Sales of Assets $99,443
83.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $114,992
95.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,182,720
Total Liabilities $0
Net Assets $1,182,720
Compensation
Key Employees and Officers Compensation Other
Elizabeth Z Alexander (Vp) $0 $0
Kristen Z Schwartz (Vp) $0 $0
Frances J Zielsdorf (Vp / Dir) $0 $0
Margaret M Zielsdorf (Vp) $0 $0
Matthew J Zielsdorf (Vp) $0 $0
Robert F Zielsdorf (Vp) $0 $0
Robert L Zielsdorf (Pres / Dir / Sec) $0 $0
+ View more people

Document Links

990-PF
Filed on April 14, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Nov.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$87,813
Expenses
$69,448
Net Income
$18,365
Net Assets
$1,184,352
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $70
0.1%
Dividends $25,351
28.9%
Sales of Assets $62,392
71.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $63,351
91.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,184,353
Total Liabilities $1
Net Assets $1,184,352

Document Links

990-PF
Filed on March 5, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Nov.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$78,425
Expenses
$67,528
Net Income
$10,897
Net Assets
$1,165,987
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $156
0.2%
Dividends $24,760
31.6%
Sales of Assets $53,509
68.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $60,954
90.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,165,988
Total Liabilities $1
Net Assets $1,165,987

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$140,748
Expenses
$73,155
Net Income
$67,593
Net Assets
$1,155,090
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $100
0.1%
Dividends $32,294
22.9%
Sales of Assets $108,354
77.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $64,826
88.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,155,091
Total Liabilities $1
Net Assets $1,155,090

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Contact Us

About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated