ZAHN FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: ZAHN FOUNDATION INC (EIN 46-3076181)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-05-15
IRS object ID: 202411369349102126
Schema version: 2023v5.0
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
Form 990-PF
Schedule B
Depreciation Schedule
Investments Corp Stock Schedule
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-05-15T09:35:12-05:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	WITHUMSMITHBROWN PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1411 BROADWAY 9TH FLOOR	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10018	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	463076181	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ZAHN FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% STEVEN ZAHN	InCareOfNm
Business Name Control	ZAHN	BusinessNameControlTxt
Phone	8649721982	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	107 REEDER POINT ROAD	AddressLine1Txt
City	FAIR PLAY	CityNm
State Abbreviation	SC	StateAbbreviationCd
ZIP	296432346	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	STEVEN ZAHN	PersonNm
Person Title	PRES/TREAS	PersonTitleTxt
Phone	8649721982	PhoneNum
Signature	2024-05-08	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	STEVEN	PersonFirstNm
Person Last	ZAHN	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ALFRED ERDMANN CPA	PreparerPersonNm
PTIN	P00427974	PTIN
Phone	2127519100	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$5,270,338	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$102,131	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$132,799	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$118,708	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$14,749	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,004,370	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	-$833	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	-$833	OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm	$0	OtherIncomeAdjNetIncmAmt
Total Rev And Expnss	$219,348	TotalRevAndExpnssAmt
Total Net Invst Incm	$117,875	TotalNetInvstIncmAmt
Total Adj Net Incm	$0	TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm	$0	CompOfcrDirTrstAdjNetIncmAmt
Taxes Rev And Expnss	$3,317	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$3,317	TaxesNetInvstIncmAmt
Taxes Adj Net Incm	$0	TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$32,351	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$32,349	OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm	$0	OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl	$2	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$35,668	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$35,666	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$2	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$258,844	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$258,844	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$294,512	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$35,666	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$258,846	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$75,164	ExcessRevenueOverExpensesAmt
Net Investment Income	$82,209	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$69,761	CashBOYAmt
Cash EOY	$60,917	CashEOYAmt
Cash EOYFMV	$60,917	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$25,884	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$67,585	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$67,585	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$2,977,238	CorporateStockBOYAmt
Corporate Stock EOY	$3,042,655	CorporateStockEOYAmt
Corporate Stock EOYFMV	$5,065,972	CorporateStockEOYFMVAmt
Other Assets BOY	$257,999	OtherAssetsBOYAmt
Other Assets EOY	$75,864	OtherAssetsEOYAmt
Other Assets EOYFMV	$75,864	OtherAssetsEOYFMVAmt
Total Assets BOY	$3,330,882	TotalAssetsBOYAmt
Total Assets EOY	$3,247,021	TotalAssetsEOYAmt
Total Assets EOYFMV	$5,270,338	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$3,330,882	RetainedEarningBOYAmt
Retained Earning EOY	$3,247,021	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$3,330,882	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$3,247,021	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$3,330,882	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$3,247,021	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$3,330,882	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$75,164	ExcessRevenueOverExpensesAmt
Subtotal	$3,255,718	SubtotalAmt
Other Decreases	$8,697	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$3,247,021	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
GS #40009 ST NONCOVERED	P	$297,620	$327,823	-$30,203	-$30,203
GS #40009 ST NONCOVERED - WASH SALE	P	$6,661	$8,079	-$877	-$1,418
GS #40009 LT NONCOVERED	P	$301,328	$331,107	-$29,779	-$29,779
GS #40009 LT NONCOVERED - WASH SALE	P	$11,057	$14,867	-$3,623	-$3,810
GS #7400D ST NONCOVERED	P	$178,709	$178,706	$3	$3
GS #7400D LT NONCOVERED	P	$48,797	$142	$48,655	$48,655
ML #02710 ST NONCOVERED	P	$156,157	$159,117	-$2,960	-$2,960
ENTERPRISE PRODUCTS - SECTION 1231 LOSS			$5	-$5	-$5
MPLX - SECTION 1231 LOSS			$1	-$1	-$1
GOLDMAN SACHS LT CAP GAIN DISTRIBUTION		$4,041		$4,041	$4,041

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$14,749	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$1,143	InvestmentIncomeExciseTaxAmt
Subtotal	$1,143	SubtotalAmt
Tax Based On Investment Income	$1,143	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$2,571	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits	$2,571	TotalPaymentsAndCreditsAmt
Overpayment	$1,428	OverpaymentAmt
Applied To ES Tax	$1,428	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	SC	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	STEVEN ZAHN	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8649721982	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	107 REEDER POINT ROAD	AddressLine1Txt
City	FAIR PLAY	CityNm
State Abbreviation	SC	StateAbbreviationCd
ZIP	29643	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Undistr Incm Sect4942a2 Not App	false	UndistrIncmSect4942a2NotAppInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
STEVEN ZAHN
107 REEDER POINT ROAD	FAIR PLAY	SC	29643	PRES/TRES	10.0	$0	$0	$0
TERI ZAHN
107 REEDER POINT ROAD	FAIR PLAY	SC	29643	SECRETARY	5.0	$0	$0	$0

Field	Value	IRS element (for citing)
Summary Of Direct Chrtbl Acty		SummaryOfDirectChrtblActyGrp
Sum Of Program Related Invst		SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$4,706,005	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$260,871	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$75,864	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$5,042,740	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$5,042,740	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$75,641	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$4,967,099	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$248,355	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$248,355	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,143	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,143	TotalTaxAmt
Distributable Before Adj	$247,212	DistributableBeforeAdjAmt
Distributable Before Ded	$247,212	DistributableBeforeDedAmt
Distributable As Adjusted	$247,212	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$258,846	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$0	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$258,846	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$247,212	DistributableAsAdjustedAmt
Undistributed Income PY	$257,754	UndistributedIncomePYAmt
Prior Year1	2021	PriorYear1Yr
Prior Year2	2020	PriorYear2Yr
Prior Year3	2019	PriorYear3Yr
Excess Distribution Cyov Yr1	$0	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$258,846	QualifyingDistributionsAmt
Applied To Year1	$257,754	AppliedToYear1Amt
Applied To Current Year	$1,092	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Undistributed Income CY	$246,120	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$0	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	STEVEN ZAHN	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SEE ATTACHED	BusinessNameLine1Txt

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	ADDRESSES ON FILE AT	AddressLine1Txt
Address Line2	107 REEDER POINT ROAD	AddressLine2Txt
City	FAIR PLAY	CityNm
State Abbreviation	SC	StateAbbreviationCd
ZIP	296432346	ZIPCd

Field	Value	IRS element (for citing)
Recipient Relationship	NONE	RecipientRelationshipTxt
Recipient Foundation Status	PC	RecipientFoundationStatusTxt
Grant Or Contribution Purpose	UNRESTRICTED	GrantOrContributionPurposeTxt
Amt	$258,844	Amt

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$258,844	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Field	Value	IRS element (for citing)
Fees Contracts From Govt Ag		FeesContractsFromGovtAgGrp
Membership Dues And Assmnt		MembershipDuesAndAssmntGrp
Int On Sav And Temp Cash Invst		IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$132,799	ExclusionAmt

Field	Value	IRS element (for citing)
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Income Personal Prop		NetRentalIncomePersonalPropGrp
Other Investment Income		OtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	-$14,749	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDesc	BusinessBusinessCd	Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt
ORDINARY LOSS - ENTERPRISE PRODUCTS PARTNERS LP	523000	-$648
ORDINARY LOSS - MPLX	523000	-$180
ORDINARY LOSS - MAGELLAN MIDSTREAM	523000	-$5

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	-$833	UnrelatedBusinessTaxblIncmAmt
Exclusion	$118,050	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$117,217	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	STEVEN TERI ZAHN	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	107 REEDER POINT ROAD	AddressLine1Txt
City	FAIR PLAY	CityNm
State Abbreviation	SC	StateAbbreviationCd
ZIP	29643	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$102,131	TotalContributionsAmt
Noncash Contribution	Yes (X)	NoncashContributionInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
MERRILL LYNCH - EQUITY SEC	$0	$0
GOLDMAN SACHS - EQUITY SEC	$3,042,655	$5,065,972

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	EXCHANGE	Desc
BOY Book Value	$257,999	BOYBookValueAmt
EOY Book Value	$75,864	EOYBookValueAmt
EOYFMV	$75,864	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	EXCESS OVER COST ON STOCK CONTRIBUTION	Desc
Amt	$8,697	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES	$32,349	$32,349	$0	$0
NON DEDUCTIBLE EXPENSE	$2	$0	$0	$2

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
ORDINARY LOSS - ENTERPRISE PRODUCTS PTRS	-$648	-$648	$0
ORDINARY LOSS - MPLX	-$180	-$180	$0
ORDINARY LOSS - MAGELLAN MIDSTREAM	-$5	-$5	$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAXES	CategoryTxt
Amt	$3,317	Amt
Net Investment Income	$3,317	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

ZAHN FOUNDATION INC: Form 990PF, tax year 2023

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

Recipient US Address RecipientUSAddress

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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