The Gwladys And John Zurlo Charitable Foundation

Given Robert H Ttee

Santa Monica, CA
Tax-exempt since Aug. 2001
EIN: 95-7120701

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Type of Nonprofit

Designated as a 501(c)(3) 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: Religion-Related, Spiritual Development / Christian (NTEE)

Donations to this organization are tax deductible.

Revenue

$808k (2024)

Expenses

$702k (2024)

Total Assets

$5.79M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2012 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 May
2024

Revenue

$808,281

Expenses

$702,184

Net Income

$106,097

Net Assets

$5,785,974

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$210,098	26.0%
Sales of Assets	$598,183	74.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$627,901	89.4%
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	$5,785,974
Total Liabilities	$0
Net Assets	$5,785,974

Compensation

Key Employees and Officers	Compensation	Other
Robert H Given (President)	$0	$0
Suzi Given (Secretary)	$0	$0

990-PF

Filed on Feb. 13, 2025

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

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Fiscal Year Ending May
2023

Revenue

$556,621

Expenses

$866,877

Net Income

-$310,256

Net Assets

$5,679,877

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$218,410	39.2%
Sales of Assets	$338,211	60.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$793,721	91.6%
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	$5,679,877
Total Liabilities	$0
Net Assets	$5,679,877

Compensation

Key Employees and Officers	Compensation	Other
Robert H Given (President)	$0	$0
Suzi Given (Secretary)	$0	$0

990-PF

Filed on April 7, 2024

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

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Fiscal Year Ending May
2022

Revenue

$308,463

Expenses

$728,813

Net Income

-$420,350

Net Assets

$5,990,133

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$175,122	56.8%
Sales of Assets	$133,341	43.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$622,902	85.5%
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	$5,990,133
Total Liabilities	$0
Net Assets	$5,990,133

Compensation

Key Employees and Officers	Compensation	Other
Robert H Given (President)	$0	$0
Suzi Given (Secretary)	$0	$0

990-PF

Filed on Dec. 5, 2022

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

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Fiscal Year Ending May
2021

Revenue

$711,127

Expenses

$667,335

Net Income

$43,792

Net Assets

$6,408,210

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$195,068	27.4%
Sales of Assets	$516,059	72.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$597,124	89.5%
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	$6,408,210
Total Liabilities	$0
Net Assets	$6,408,210

Compensation

Key Employees and Officers	Compensation	Other
Robert H Given (President)	$0	$0
Suzi Given (Secretary)	$0	$0

990-PF

Filed on March 11, 2022

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

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Fiscal Year Ending May
2020

Revenue

$1,334,485

Expenses

$466,324

Net Income

$868,161

Net Assets

$6,363,388

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$173,028	13.0%
Sales of Assets	$1,161,855	87.1%
Other Income	-$398

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$416,822	89.4%
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	$6,363,389
Total Liabilities	$1
Net Assets	$6,363,388

Compensation

Key Employees and Officers	Compensation	Other
Robert H Given (President)	$0	$0
Suzi Given (Secretary)	$0	$0

990-PF

Filed on April 12, 2021

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

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Fiscal Year Ending May
2019

Revenue

$397,969

Expenses

$457,106

Net Income

-$59,137

Net Assets

$5,494,091

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$148,676	37.4%
Sales of Assets	$242,055	60.8%
Other Income	$7,238	1.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$390,628	85.5%
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	$5,494,092
Total Liabilities	$1
Net Assets	$5,494,091

Compensation

Key Employees and Officers	Compensation	Other
Robert H Given (President)	$0	$0
Suzi Given (Secretary)	$0	$0

990-PF

Filed on Jan. 13, 2020

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

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Fiscal Year Ending May
2018

Revenue

$321,049

Expenses

$410,346

Net Income

-$89,297

Net Assets

$5,553,091

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$31	0.0%
Dividends	$128,198	39.9%
Sales of Assets	$192,820	60.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$334,906	81.6%
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	$5,553,091
Total Liabilities	$0
Net Assets	$5,553,091

Compensation

Key Employees and Officers	Compensation	Other
Robert H Given (President)	$0	$0
Suzi Given (Secretary)	$0	$0

990-PF

Filed on Feb. 28, 2019

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

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending May
2017

Revenue

$606,617

Expenses

$441,130

Net Income

$165,487

Net Assets

$5,644,086

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$38	0.0%
Dividends	$137,966	22.7%
Sales of Assets	$361,103	59.5%
Other Income	$107,510	17.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$327,613	74.3%
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	$5,644,086
Total Liabilities	$0
Net Assets	$5,644,086

Compensation

Key Employees and Officers	Compensation	Other
Robert H Given (President)	$0	$0
Suzi Given (Secretary)	$0	$0

990-PF

Filed on Feb. 13, 2018

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

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XML

Fiscal Year Ending May
2016

Revenue

$447,300

Expenses

$402,125

Net Income

$45,175

Net Assets

$5,478,599

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,523	0.3%
Dividends	$106,103	23.7%
Sales of Assets	$75,475	16.9%
Other Income	$264,199	59.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$322,849	80.3%
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	$5,478,599
Total Liabilities	$0
Net Assets	$5,478,599

Compensation

Key Employees and Officers	Compensation	Other
Robert H Given (President)	$0	$0
Suzi Given (Secretary)	$0	$0

990-PF

Filed on Jan. 31, 2017

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

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PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending May
2015

Revenue

$524,823

Expenses

$400,260

Net Income

$124,563

Net Assets

$5,433,424

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,028	0.6%
Dividends	$87,236	16.6%
Sales of Assets	$433,110	82.5%
Other Income	$1,449	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$324,956	81.2%
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	$5,517,431
Total Liabilities	$84,007
Net Assets	$5,433,424

Compensation

Key Employees and Officers	Compensation	Other
Robert H Given (President)	$0	$0
Suzi Given (Secretary)	$0	$0

990-PF

Filed on March 10, 2016

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

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending May
2014

Revenue

$522,111

Expenses

$314,370

Net Income

$207,741

Net Assets

$5,050,211

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$29	0.0%
Dividends	$104,936	20.1%
Sales of Assets	$438,815	84.0%
Other Income	-$21,669

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$272,859	86.8%
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	$5,050,211
Total Liabilities	$0
Net Assets	$5,050,211

Compensation

Key Employees and Officers	Compensation	Other
Robert H Given (President)	$0	$0
Suzi Given (Secretary)	$0	$0

990-PF

Filed on Dec. 5, 2014

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

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending May
2013

Revenue

$189,439

Expenses

$296,997

Net Income

-$107,558

Net Assets

$4,837,226

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$329	0.2%
Dividends	$119,861	63.3%
Sales of Assets	$102,601	54.2%
Other Income	-$33,352

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$247,983	83.5%
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	$4,837,227
Total Liabilities	$1
Net Assets	$4,837,226

990-PF

Filed on June 19, 2014

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

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending May
2012

Revenue

-$239,014

Expenses

$297,040

Net Income

-$536,054

Net Assets

$4,978,701

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14,843
Dividends	$96,846
Sales of Assets	$0
Other Income	-$44,310

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$258,088	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	$4,978,702
Total Liabilities	$1
Net Assets	$4,978,701

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.

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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

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The Gwladys And John Zurlo Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $808k (2024)

Expenses $702k (2024)

Total Assets $5.79M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending May 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending May 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending May 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending May 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending May 2013

Revenue

$808k (2024)

Expenses

$702k (2024)

Total Assets

$5.79M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending May
2024

Fiscal Year Ending May
2023

Fiscal Year Ending May
2022

Fiscal Year Ending May
2021

Fiscal Year Ending May
2020

Fiscal Year Ending May
2019

Fiscal Year Ending May
2018

Fiscal Year Ending May
2017

Fiscal Year Ending May
2016

Fiscal Year Ending May
2015

Fiscal Year Ending May
2014

Fiscal Year Ending May
2013

Fiscal Year Ending May
2012

Fiscal Year Ending May
2011

Fiscal Year Ending May
2010

Fiscal Year Ending May
2009

Fiscal Year Ending May
2008

Fiscal Year Ending May
2007

Fiscal Year Ending May
2006

Fiscal Year Ending May
2005

Fiscal Year Ending May
2004

Fiscal Year Ending May
2003

Fiscal Year Ending May
2002