ZELAZO FAMILY FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ZELAZO FAMILY FOUNDATION INC (EIN 39-1914930)
Tax period
2022-08-01 to 2023-07-31
Filed
2024-01-22
IRS object ID
202440229349100654
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-01-22T15:17:10-05:00ReturnTs
Tax Period End2023-07-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN223783885PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LION DOBY & COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11373 BROAD ST STE307AddressLine1Txt
CityCLIFTONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP070134200ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391914930EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ZELAZO FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlZELABusinessNameControlTxt
Phone9737856800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1772 SANTA FE TRAILAddressLine1Txt
CityFRANKLIN LAKESCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07417ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRONALD ZELAZOPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9737856800PhoneNum
Signature2024-01-08SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRONALDPersonFirstNm
Person LastZELAZOPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonIVAN KOSSAKPreparerPersonNm
PTINP01214605PTIN
Phone9734724110PhoneNum
Preparation2024-01-22PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,000,226FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$132,091ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$5,680InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,680InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$5,680InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$61,946DividendsRevAndExpnssAmt
Dividends Net Invst Incm$61,946DividendsNetInvstIncmAmt
Dividends Adj Net Incm$61,946DividendsAdjNetIncmAmt
Total Rev And Expnss$199,717TotalRevAndExpnssAmt
Total Net Invst Incm$67,626TotalNetInvstIncmAmt
Total Adj Net Incm$67,626TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$2,125AccountingFeesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$4,178TravConfMeetingRevAndExpnssAmt
Other Expenses Rev And Expnss$395OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$6,698TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$72,644ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$72,644ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$79,342TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$72,644TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$120,375ExcessRevenueOverExpensesAmt
Net Investment Income$67,626NetInvestmentIncomeAmt
Adjusted Net Income$67,626AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$655,303SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$16,800SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$16,800SavAndTempCashInvstEOYFMVAmt
US Government Obligations EOY$636,906USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$636,906USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,028,872CorporateStockBOYAmt
Corporate Stock EOY$1,145,174CorporateStockEOYAmt
Corporate Stock EOYFMV$1,034,025CorporateStockEOYFMVAmt
Corporate Bonds BOY$405,438CorporateBondsBOYAmt
Corporate Bonds EOY$405,438CorporateBondsEOYAmt
Corporate Bonds EOYFMV$312,495CorporateBondsEOYFMVAmt
Total Assets BOY$2,089,613TotalAssetsBOYAmt
Total Assets EOY$2,204,318TotalAssetsEOYAmt
Total Assets EOYFMV$2,000,226TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,089,613NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,204,318NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,089,613TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,204,318TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,089,613TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,204,318TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,089,613TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$120,375ExcessRevenueOverExpensesAmt
Subtotal$2,209,988SubtotalAmt
Other Decreases$5,670OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,204,318TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$940InvestmentIncomeExciseTaxAmt
Subtotal$940SubtotalAmt
Tax Based On Investment Income$940TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$52EsPenaltyAmt
Tax Due$992TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksRONALD ZELAZOIndividualWithBooksNm
Phone9737856800PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1772 SANTA FE TRAILAddressLine1Txt
CityFRANKLIN LAKESCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07417ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RONALD ZELAZO
772 SANTA FE TRAILFRANKLIN LAKESNJ07417PRESIDENT000.00$0$0$0
ZIONA ZELAZO
772 SANTA FE TRAILFRANKLIN LAKESNJ07417SECRETARY000.00$0$0$0
DAVID EYTON ZELAZO
741 NORTH MILWAUKEE ST 801MILWAUKEEWI53202VICE PRESIDE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$940TaxBasedOnInvestmentIncomeAmt
Total Tax$940TotalTaxAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$72,644ExpensesAndContributionsAmt
Qualifying Distributions$72,644QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$51,038ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$79,335ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$87,967ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$47,126ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$265,466TotalExcessDistributionCyovAmt
Qualifying Distributions$72,644QualifyingDistributionsAmt
Remaining Distri From Corpus$72,644RemainingDistriFromCorpusAmt
Total Corpus$338,110TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$51,038ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$287,072ExcessDistriCyovToNextYrAmt
Excess From Year3$79,335ExcessFromYear3Amt
Excess From Year2$87,967ExcessFromYear2Amt
Excess From Year1$47,126ExcessFromYear1Amt
Excess From Current Year$72,644ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRONALD ZELAZOContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACADEMY OF JEWISH RELIGION
28 WELLS AVENUEYONKERSNY10701NONERELIGOUS$21,850
AMERICA-ISRAEL CULTURAL FOUNDATION
322 8TH AVENUENEW YORKNY10001NONECULTURAL$500SUITE 1702
NESHAMA ASSOCIATION
4200 BISCAYNE BOULEVARDMIAMIFL33137NONERELIGIOUS$666
AMERICAN TECHNION SOCIETY
55 EAST 59TH STREETNEW YORKNY10022NONEEDUCATION$1,000
CAMERA
PO BOX 35040BOSTONMA02135NONEEDUCATION$3,600
MIDDLE EAST MEDIA RESEARCH INST
PO BOX 27837WASHINGTONDC20038NONECULTURAL$500
SCHOOL FOR CHILD WHIDDEN INTELLIG
1001 AVE OF THE AMERICASNEW YORKNY10018NONEEDUCATION$5,000
SHALOM HARTMAN INST OF N AMERICA
475 RIVERSIDE DRIVENEW YORKNY10115NONERELIGIOUS$1,050SUITE 1450
TEMPLE BETH RISHON
585 RUSSELL AVENUEWYCKOFFNJ07481NONERELIGIOUS$1,773
VARIOUS UNDER 500 EACH
VARIOUSVARIOUSNJ07417NONEVARIOUS$42
WASHINGTON INSTITUTE FOR NEAR EAST
1828 L STREETWASHINGTONDC20036NONEEDUCATION$23,200SUITE 1050
CONGREGATION EMANU-EL
2020 W BROWN DEER ROADMILWAUKEEWI53217NONERELIGOUS$849
JUNIOR ACHIEVEMENT OF WISCONSIN
11111 WEST LIBERTY DRIVEMILWAUKEEWI53224NONEEDUCATION$5,000
AMERICAN MUSEUM OF NATURAL HISTORY
200 CENTRAL PARK WESTNEW YORKNY10024NONEEDUCATION$2,000
METROPOLITAN MUSEUM OF ART
1000 5TH AVENUENEW YORKNY10028NONECULTURAL$1,500
DISCOVERY WORLD
500 N HARBOR DRIVEMILWAUKEEWI53202NONEEDUCATION$3,400
OHALAH
1697 FOX CANYON ROADHENDERSONNV89052NONERELIGIOUS$714
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$72,644TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,680ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$61,946ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$67,626ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$67,626TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
ESTATE OF NATHANIEL ZELAZO
1772 SANTA FE TRAILFRANKLIN LAKESNJ07417$82,091Yes (X)
RONALD ZIONA ZELAZO
2772 SANTA FE TRAILFRANKLIN LAKESNJ07417$50,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$2,125Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MORGAN STANLEY 9% DUE 3/30/32$113,631$66,972
MORGAN STANLEY FL. RATE DUE 1/31/32$91,807$51,343
TD 3 YR. MLS$200,000$194,180

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
JP MORGAN 5.75% PFD.$100,000$100,680
SEMPRA ENERGY 5.75% PFD.$100,000$97,400
CAPITAL ONE 5% PFD.$250,000$197,700
BANK OF AMERICA 5% PFD.$250,000$215,600
AT & T 5% PFD.$20,000$15,664
VIRTUS INVESTMENT TRUST$325,174$299,621
ALLSTATE CORP. 7.375% PFD.$100,000$107,360

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$636,906USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$636,906USGovtObligationsEOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFEDERAL EXCISE TAXDesc
Amt$5,670Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
SUNDRY$395

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