ZACK FAMILY FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ZACK FAMILY FOUNDATION INC (EIN 46-2727574)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-29
IRS object ID
202403039349101425
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-10-29T13:45:13-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN591818353PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KAUFMAN ROSSIN & COPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13310 MARY STREET SUITE 501AddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33133ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN462727574EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ZACK FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlZACKBusinessNameControlTxt
Phone3055398400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 SE 2ND STREET 2800AddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33131ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHEN N ZACKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3055398400PhoneNum
Signature2024-10-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT A STONE CPAPreparerPersonNm
PTINP00082700PTIN
Phone3058585600PhoneNum
Preparation2024-10-28PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$927,444FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$29,924DividendsRevAndExpnssAmt
Dividends Net Invst Incm$29,924DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$7,571NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$57,629GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$7,571CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$37,495TotalRevAndExpnssAmt
Total Net Invst Incm$37,495TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$13,165AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,582AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$2,773OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,773OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$15,938TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,355TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$44,821ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$44,821ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$60,759TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,355TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$44,821TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$23,264ExcessRevenueOverExpensesAmt
Net Investment Income$28,140NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,106CashBOYAmt
Cash EOY$2,352CashEOYAmt
Cash EOYFMV$2,352CashEOYFMVAmt
Acct Rcvbl BOY$5,000AcctRcvblBOYAmt
Other Investments BOY$845,712OtherInvestmentsBOYAmt
Other Investments EOY$828,211OtherInvestmentsEOYAmt
Other Investments EOYFMV$925,092OtherInvestmentsEOYFMVAmt
Total Assets BOY$853,818TotalAssetsBOYAmt
Total Assets EOY$830,563TotalAssetsEOYAmt
Total Assets EOYFMV$927,444TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$853,818RetainedEarningBOYAmt
Retained Earning EOY$830,563RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$853,818TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$830,563TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$853,818TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$830,563TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$853,818TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$23,264ExcessRevenueOverExpensesAmt
Other Increases$9OtherIncreasesAmt
Subtotal$830,563SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$830,563TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$54,956$50,058$4,898$4,898
CAPITAL GAINS DIVIDENDSP$2,673$2,673$2,673
FieldValueIRS element (for citing)
Capital Gain Net Income$7,571CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$391InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$391SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$391TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$898EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$898TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$507OverpaymentAmt
Applied To ES Tax$507AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1KAUFMAN ROSSIN & CO PABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3058585600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13310 MARY STREET SUITE 501AddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33133ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
STEPHEN N ZACK
100 SE 2ND STREET SUITE 2800MIAMIFL33131DIRECTOR0.10$0$0$0
MARGUERITE ATKINS
100 SE 2ND STREET SUITE 2800MIAMIFL33131DIRECTOR0.10$0$0$0
JASON S ZACK
100 SE 2ND STREET SUITE 2800MIAMIFL33131DIRECTOR0.10$0$0$0
TRACEY M ZACK JOHNSON
100 SE 2ND STREET SUITE 2800MIAMIFL33131DIRECTOR0.10$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$895,548AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$10,984AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$906,532TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$906,532AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,598CashDeemedCharitableAmt
Net Vl Noncharitable Assets$892,934NetVlNoncharitableAssetsAmt
Minimum Investment Return$44,647MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$44,647MinimumInvestmentReturnAmt
Tax Based On Investment Income$391TaxBasedOnInvestmentIncomeAmt
Total Tax$391TotalTaxAmt
Distributable Before Adj$44,256DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$44,256DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$44,256DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$44,821ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$44,821QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$44,256DistributableAsAdjustedAmt
Undistributed Income PY$44,788UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$44,821QualifyingDistributionsAmt
Applied To Year1$44,788AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$33AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$44,223UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSTEPHEN N ZACKContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ABA FUND FOR JUSTICE AND EDUCATION
321 N CLARK STREETCHICAGOIL60654N/APCGENERAL OPERATIONS$4,000
AFGHAN PILOT PROGRAM
1607 W JEFFERSON STBOISEID83702N/APCGENERAL OPERATIONS$500
AMERICAN BAR FOUNDATION
750 N LAKE SHORE DRIVECHICAGOIL60611N/APCGENERAL OPERATIONS$500
AMERICAN LAW INSTITUTE
4025 CHESTNUT STREETPHILADELPHIAPA19104N/APCGENERAL OPERATIONS$1,000
BRIGHTRIGHT ISRAEL FOUNDATION
PO BOX 21615NEW YORKNY10087N/APCGENERAL OPERATIONS$2,500
CHILDREN'S MOVEMENT OF FLORIDA
3520 SW 3RD AVENUE 305MIAMIFL33129N/APCGENERAL OPERATIONS$500
COUNCIL ON FOREIGN RELATIONS
58 EAST 68TH STREETNEW YORKNY10065N/APCGENERAL OPERATIONS$500
CRADLES TO CRAYONS INC
PO BOX 411134BOSTONMA02241N/APCGENERAL OPERATIONS$1,000
KENNEDY CENTER
2700 F STREET NWWASHINGTONDC20566N/APCGENERAL OPERATIONS$10,000
KOZYAK MINORITY MENTORING FOUNDATION
2525 PONCE DE LEON BLVD 9TH FLOORCORAL GABLESFL33134N/APCGENERAL OPERATIONS$1,000
MAUI STRONG FUND
444 HNA HWY SUITE 201KAHULUIHI96732N/APCGENERAL OPERATIONS$5,000
MOUNT SINAI MEDICAL CENTER FOUNDATION
4300 ALTON ROADMIAMI BEACHFL33140N/APCGENERAL OPERATIONS$4,821
READ USA INC
1001 MAYPORT ROAD 331067ATLANTIC BEACHFL32233N/APCGENERAL OPERATIONS$2,500
SABBATH MEMORIAL DOG RESCUE
9400 NE 120TH STOKEECHOBEEFL34972N/APCGENERAL OPERATIONS$3,000
TEMPLE BETH SHALOM
4144 CHASE AVENUEMIAMI BEACHFL33140N/APCGENERAL OPERATIONS$500
THE WORLD JUSTICE PROJECT
1025 VERMONT AVENUE NW SUITE 1200WASHINGTONDC20005N/APCGENERAL OPERATIONS$1,000
UJA ISRAEL EMERGENCY FUND
PO BOX 4227NEW YORKNY10261N/APCGENERAL OPERATIONS$2,000
UNIVERSITY OF FLORIDA FOUNDATION
PO BOX 14425GAINESVILLEFL32604N/APCGENERAL OPERATIONS$3,500
WORLD PEDIATRIC PROJECT
POBOX 31778HENRICOVA23294N/APCGENERAL OPERATIONS$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$44,821TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$29,924ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$7,571ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$37,495ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$37,495TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$13,165Amt
Net Investment Income$6,582NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionTHE 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 ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
VANGUARD TOTAL INTERNATIONALAT COST$88,075$92,182
VANGUARD TOTAL STOCKAT COST$95,320$164,731
VANGUARD ULTRA SHORTAT COST$448,876$448,378
PARAMETRIC VOLATILITYAT COST$100,795$125,748
VANGUARD GLBL MINIMUMAT COST$95,145$94,053

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescADVISOR FEESDesc
Revenue And Expenses Per Books$2,773RevenueAndExpensesPerBooksAmt
Net Investment Income$2,773NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescSECURITIES ADJUSTMENTSDesc
Amt$9Amt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.