ZACK FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ZACK FAMILY FOUNDATION INC (EIN 46-2727574)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-08
- IRS object ID
- 202530989349100713
- Schema version
- 2024v5.1
- 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
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-08T10:27:58-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591818353 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAUFMAN ROSSIN & COPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3310 MARY STREET SUITE 501 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462727574 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZACK FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZACK | BusinessNameControlTxt |
| Phone | 3055398400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3310 MARY ST 501 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33133 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN N ZACK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3055398400 | PhoneNum |
| Signature | 2025-04-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT A STONE CPA | PreparerPersonNm |
| PTIN | P00082700 | PTIN |
| Phone | 3058585600 | PhoneNum |
| Preparation | 2025-04-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $969,448 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $32,678 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,678 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,986 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $63,465 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,986 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $43,664 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $43,664 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,955 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,977 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $2,920 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,920 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,875 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,897 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $53,186 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $53,186 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $62,061 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,897 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $53,186 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,397 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,767 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,352 | CashBOYAmt |
| Cash EOY | $3,982 | CashEOYAmt |
| Cash EOYFMV | $3,982 | CashEOYFMVAmt |
| Other Investments BOY | $828,211 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $810,819 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $965,466 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $830,563 | TotalAssetsBOYAmt |
| Total Assets EOY | $814,801 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $969,448 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $830,563 | RetainedEarningBOYAmt |
| Retained Earning EOY | $814,801 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $830,563 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $814,801 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $830,563 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $814,801 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $830,563 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,397 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,635 | OtherIncreasesAmt |
| Subtotal | $814,801 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $814,801 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $61,180 | $52,479 | $8,701 | $8,701 |
| CAPITAL GAINS DIVIDENDS | P | $2,285 | $2,285 | $2,285 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,986 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $525 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $525 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $525 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $507 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $507 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $18 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAUFMAN ROSSIN & CO PA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3058585600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3310 MARY STREET SUITE 501 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| STEPHEN N ZACK | ||||||||
| 3310 MARY ST SUITE 501 | MIAMI | FL | 33133 | PRESIDENT | 0.10 | $0 | $0 | $0 |
| ROBERT A STONE | ||||||||
| 3310 MARY ST SUITE 501 | MIAMI | FL | 33133 | SECRETARY/TREASURER | 0.10 | $0 | $0 | $0 |
| MARGUERITE ATKINS | ||||||||
| 3310 MARY ST SUITE 501 | MIAMI | FL | 33133 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| JASON S ZACK | ||||||||
| 3310 MARY ST SUITE 501 | MIAMI | FL | 33133 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| TRACEY M ZACK JOHNSON | ||||||||
| 3310 MARY ST SUITE 501 | MIAMI | FL | 33133 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $959,675 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,736 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $962,411 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $962,411 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,436 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $947,975 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,399 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,399 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $525 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $525 | TotalTaxAmt |
| Distributable Before Adj | $46,874 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $2,500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $49,374 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $49,374 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $53,186 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $53,186 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $49,374 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $44,223 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $53,186 | QualifyingDistributionsAmt |
| Applied To Year1 | $44,223 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,963 | 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 |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $40,411 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEPHEN N ZACK | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABA FUND FOR JUSTICE AND EDUCATION | |||||||
| 321 N CLARK STREET 20TH FLOOR | CHICAGO | IL | 60654 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| ALPHA EPSILON PI GAMMA | |||||||
| 8910 PURDUE ROAD SUITE 730 | INDIANAPOLIS | IN | 46268 | N/A | PC | GENERAL OPERATIONS | $20,000 |
| AMERICAN BAR FOUNDATION | |||||||
| 750 N LAKE SHORE DRIVE | CHICAGO | IL | 60611 | N/A | PC | GENERAL OPERATIONS | $500 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| PO BOX 96402 | WASHINGTON | DC | 20077 | N/A | PC | GENERAL OPERATIONS | $500 |
| COUNCIL ON FOREIGN RELATIONS | |||||||
| 58 EAST 68TH STREET | NEW YORK | NY | 10065 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| DISABLED VETERANS NATIONAL FOUNDATION | |||||||
| 4601 FORBES BOULEVARD SUITE 130 | LANHAM | MD | 20706 | N/A | PC | GENERAL OPERATIONS | $200 |
| FEEDING AMERICA | |||||||
| 35 EAST WACKER DRIVE SUITE 2000 | CHICAGO | IL | 60601 | N/A | PC | GENERAL OPERATIONS | $100 |
| HILLEL INTERNATIONAL | |||||||
| PO BOX 92994 | WASHINGTON | DC | 20090 | N/A | PC | GENERAL OPERATIONS | $500 |
| LEGAL SERVICES OF GREATER MIAMI INC | |||||||
| 4343 WEST FLAGLER STREET SUITE 100 | MIAMI | FL | 33134 | N/A | PC | GENERAL OPERATIONS | $2,500 |
| MOUNT SINAI MEDICAL CENTER FOUNDATION | |||||||
| 4300 ALTON ROAD | MIAMI BEACH | FL | 33140 | N/A | PC | GENERAL OPERATIONS | $4,821 |
| ORDER OF SAINT JOHN | |||||||
| 1850 M STREET NW SUITE 1070 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATIONS | $3,700 |
| PETA | |||||||
| PO BOX 96684 | WASHINGTON | DC | 20090 | N/A | PC | GENERAL OPERATIONS | $265 |
| RAINING CATS AND DOGS INC | |||||||
| 1191 MIDLAND LANE | PORT ST LUCIE | FL | 34953 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| THE ALPHA EPSILON PI FOUNDATION INC | |||||||
| 8815 WESLEYAN ROAD | INDIANAPOLIS | IN | 46268 | N/A | PC | GENERAL OPERATIONS | $10,000 |
| THE HUMANE SOCIETY OF THE UNITED STATES | |||||||
| 1255 23RD STREET NW SUITE 450 | WASHINGTON | DC | 20037 | N/A | PC | GENERAL OPERATIONS | $500 |
| UNIVERSITY OF FLORIDA HILLEL | |||||||
| 2020 W UNIVERSITY AVENUE SUITE 229 | GAINESVILLE | FL | 32603 | N/A | PC | GENERAL OPERATIONS | $2,500 |
| WOUNDED WARRIORS PROJECT | |||||||
| PO BOX 758533 | TOPEKA | KS | 66675 | N/A | PC | GENERAL OPERATIONS | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $53,186 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,678 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,986 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $43,664 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $43,664 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,955 | Amt |
| Net Investment Income | $2,977 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE ZACK FAMILY FOUNDATION, INC. ELECTS TO APPLY DISTRIBUTIONS MADE IN 2017 TO THE 2015 UNDISTRIBUTED INCOME AMOUNT OF $513. THE TOTAL CONTRIBUTIONS MADE DURING 2017, OF $13,000, COVERS THE REQUIRED DISTRIBUTIONS FOR 2016 (OF $12,307) AND THE REMAINING UNDISTRIBUTED AMOUNT FOR 2015 (OF $513). | ElectionDesc |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD TOTAL INTERNATIONAL | AT COST | $91,264 | $96,842 |
| VANGUARD TOTAL STOCK | AT COST | $97,885 | $203,948 |
| VANGUARD ULTRA SHORT | AT COST | $439,785 | $441,004 |
| PARAMETRIC VOLATILITY | AT COST | $82,797 | $116,942 |
| VANGUARD GLBL MINIMUM | AT COST | $99,088 | $106,730 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVISOR FEES | Desc |
| Revenue And Expenses Per Books | $2,920 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,920 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| SECURITIES ADJUSTMENTS | $135 |
| RECOVERIES OF AMOUNTS TREATED AS QUALIFYING DISTRIBUTIONS | $2,500 |
Comments