Civic Intelligence

Aaron Zachary Gruen Endowment Fund

EIN 75-2920381 • 501(c)3 • Dallas, TX

Profile

To support the general operations of akibayavneh academy.

12324 Merit DriveDallas, TX 75251

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

8th percentile

-40%

Higher net margin than 8% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

13th percentile

-14%

Faster asset growth than 13% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

9th percentile

-34%

Faster revenue growth than 9% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$1,104,502

Down $179,204 (-14%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,104,502

Down $179,204 (-14%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin8th percentile

Revenue

Down

$36,048

Down $18,672 (-34%) from 2023

Expenses

Up

$50,420

Up $5,690 (+13%) from 2023

Net Income

Down

-$14,372

Down $24,362 (-244%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth13th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $685,529Liabilities 2011: $0Net Assets 2011: $685,5292011Assets 2012: $673,549Liabilities 2012: $0Net Assets 2012: $673,5492012Assets 2013: $711,595Liabilities 2013: $0Net Assets 2013: $711,5952013Assets 2014: $751,922Liabilities 2014: $0Net Assets 2014: $751,9222014Assets 2015: $784,300Liabilities 2015: $0Net Assets 2015: $784,3002015Assets 2016: $779,998Liabilities 2016: $0Net Assets 2016: $779,9982016Assets 2017: $975,678Liabilities 2017: $0Net Assets 2017: $975,6782017Assets 2018: $961,992Liabilities 2018: $0Net Assets 2018: $961,9922018Assets 2019: $949,301Liabilities 2019: $0Net Assets 2019: $949,3012019Assets 2020: $944,930Liabilities 2020: $0Net Assets 2020: $944,9302020Assets 2021: $1,251,293Liabilities 2021: $0Net Assets 2021: $1,251,2932021Assets 2022: $1,273,716Liabilities 2022: $0Net Assets 2022: $1,273,7162022Assets 2023: $1,283,706Liabilities 2023: $0Net Assets 2023: $1,283,7062023Assets 2024: $1,104,502Liabilities 2024: $0Net Assets 2024: $1,104,5022024

Highlighted filing

2024

Assets$1,104,502
Liabilities$0
Net Assets$1,104,502
Open 2024 Filing

Operations Trend

Revenue Growth9th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2011: $66,689Expenses 2011: $2,073Net Income 2011: $64,6162011Expenses 2012: $36,7292012Expenses 2013: $2,5032013Revenue 2014: $78,422Expenses 2014: $38,095Net Income 2014: $40,3272014Revenue 2015: $75,155Expenses 2015: $42,777Net Income 2015: $32,3782015Revenue 2016: $34,915Expenses 2016: $39,217Net Income 2016: -$4,3022016Revenue 2017: $236,258Expenses 2017: $40,578Net Income 2017: $195,6802017Revenue 2018: $28,010Expenses 2018: $41,696Net Income 2018: -$13,6862018Revenue 2019: $29,878Expenses 2019: $42,569Net Income 2019: -$12,6912019Revenue 2020: $40,575Expenses 2020: $44,946Net Income 2020: -$4,3712020Revenue 2021: $348,659Expenses 2021: $42,296Net Income 2021: $306,3632021Revenue 2022: $84,488Expenses 2022: $62,065Net Income 2022: $22,4232022Revenue 2023: $54,720Expenses 2023: $44,730Net Income 2023: $9,9902023Revenue 2024: $36,048Expenses 2024: $50,420Net Income 2024: -$14,3722024

Highlighted filing

2024

Revenue$36,048
Expenses$50,420
Net Income-$14,372
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,104,502
Liabilities
$0
Net assets
$1,104,502
Revenue
$36,048
Expenses
$50,420
Net income
-$14,372
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.04$0.05$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.05$0.04$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.08$0.06$0.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.00$1.25$0.35$0.04$0.31
2020Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.04$0.04$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.03$0.04$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.03$0.04$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.24$0.04$0.20
2016Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.03$0.04$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.08$0.04$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.08$0.04$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.00$0.71$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.00$0.67$0.04
2011Summary only. Only limited summary data is available for this year.$0.69$0.00$0.69$0.07$0.00$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Gross Receipts
$36,048
Mission and Program Overview

Mission

To support the general operations of yavneh academy of dallas.

Exclusively for the benefit of, to perform functions of, and/or to carry out the purposes of akibayavneh academy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,283,706--
Rtn Earn Endowment Incm Other Fnds$1,283,706$1,104,502▼ $179,204
Investments Other Securities-$1,071,613-
Cash and Non-Interest-Bearing Accounts-$32,889-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,283,706$1,104,502▼ $179,204
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,283,706$1,104,502▼ $179,204
Total Liabilities and Net Assets / Fund Balance$1,283,706$1,104,502▼ $179,204

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,071,613--
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Steven RosenbergPresident
Deborah GruenVice President
Alyssa GruenDirector
Lisa StrobelDirector
Pam FineDirector
Richard RohanSecretary
Mark KreditorTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$36,048
Other Revenue
$0
Change in Net Assets
$-14,372
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$50,420
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$47,572--$47,572
Fees for Service Investment Mgmnt Fees-$2,848-$2,848
Total Functional Expenses$47,572$2,848$0$50,420
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Family members on board of directors”

Form 990, Part VI, Section B, Line 11B

“A draft of the form 990 is reviewed by the director of finance, any corrections are made by the auditors.”

Form 990, Part VI, Section C, Line 19

“The organization considered requests for the documents on a case-by-case basis. In cases in where the organization has agreed to make documents available, inspection occurs either at the organization's administrative offices, or at the offices of a designated agent.”

Filing and Contact Details

Filer

Filer Name
Aaron Zachary Gruen Endowment Fund
EIN
75-2920381
Phone
2142953400
Address
12324 MERIT DRIVE, DALLAS, TX 75251

Signing Officer

Name
Steven Rosenberg
Title
President
Phone
2142953400
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steven Rosenberg
Formed
2001
Legal Domicile
TX
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Bland Garvey Pc
Address
2600 N CENTRAL EXPY 550, RICHARDSON, TX 75080-2007
Preparer
Laura Zerger
Phone
9722312503
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“No changes from prior years.”

Financial Statement Notes

PART X, LINE 2:

“Aaron zachary gruen endowment fund was included in the consolidated financial statements of akibayavneh academy. The footnote included in akibayavneh academy financial statements is: the school is a not-for-profit organization exempt from federal income taxes under internal revenue code section 501(c)(3). Accordingly, no provision for federal income tax has been recorded in the accompanying financial statements. The school files the required annual federal informational return for tax-exempt organizations. The school is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Management believes it is no longer subject to income tax examinations for years prior to june 30, 2021.”

Raw XML Appendix373 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
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IRS990/Form990PartVIISectionAGrp/PersonNm2ALYSSA GRUEN
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IRS990/Form990PartVIISectionAGrp/PersonNm5MARK KREDITOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ENDOWMENT MAINTAINED A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH AKIBAYAVNEH ACADEMY BY SUPPORTING THE ACADEMY'S STUDENTS WITH SCHOLARSHIPS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ENDOWMENT PROVIDES AN ANNUAL DISTRIBUTION SUPPORTING THE STUDENTS THROUGH TUITION ASSISTANCE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION E, LINE 2A:
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt047572
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0AKIBAYAVNEH ACADEMY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt047572
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01071613
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENT IN STIFEL
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0AARON ZACHARY GRUEN ENDOWMENT FUND WAS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF AKIBAYAVNEH ACADEMY. THE FOOTNOTE INCLUDED IN AKIBAYAVNEH ACADEMY FINANCIAL STATEMENTS IS: THE SCHOOL IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). ACCORDINGLY, NO PROVISION FOR FEDERAL INCOME TAX HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE SCHOOL FILES THE REQUIRED ANNUAL FEDERAL INFORMATIONAL RETURN FOR TAX-EXEMPT ORGANIZATIONS. THE SCHOOL IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO JUNE 30, 2021.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt01071613
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FAMILY MEMBERS ON BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT OF THE FORM 990 IS REVIEWED BY THE DIRECTOR OF FINANCE, ANY CORRECTIONS ARE MADE BY THE AUDITORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION CONSIDERED REQUESTS FOR THE DOCUMENTS ON A CASE-BY-CASE BASIS. IN CASES IN WHERE THE ORGANIZATION HAS AGREED TO MAKE DOCUMENTS AVAILABLE, INSPECTION OCCURS EITHER AT THE ORGANIZATION'S ADMINISTRATIVE OFFICES, OR AT THE OFFICES OF A DESIGNATED AGENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO CHANGES FROM PRIOR YEARS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0AKIBAYAVNEH ACADEMY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0752470261
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0509(A)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt012324 MERIT DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0DALLAS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd075251
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt047572
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0AKIBA YAVNEH ACADEMY OF DALLAS
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01283706
IRS990/TotalAssetsEOYAmt01104502
IRS990/TotalAssetsGrp/BOYAmt01283706
IRS990/TotalAssetsGrp/EOYAmt01104502
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02848
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt047572
IRS990/TotalFunctionalExpensesGrp/TotalAmt050420
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01283706
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01104502
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt047572
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt036048
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt036048
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01283706
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01104502
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt012324 MERIT DRIVE
IRS990/USAddress/CityNm0DALLAS
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd075251
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN ROSENBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02142953400
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AARON ZACHARY GRUEN ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0AARO
ReturnHeader/Filer/EIN0752920381
ReturnHeader/Filer/PhoneNum02142953400
ReturnHeader/Filer/USAddress/AddressLine1Txt012324 MERIT DRIVE
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075251
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0751854024
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLAND GARVEY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02600 N CENTRAL EXPY 550
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RICHARDSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0750802007
ReturnHeader/PreparerPersonGrp/PhoneNum09722312503
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA ZERGER
ReturnHeader/ReturnTs02025-05-13T13:42:21-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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