ZELAZO FAMILY FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ZELAZO FAMILY FOUNDATION INC (EIN 39-1914930)
Tax period
2021-08-01 to 2022-07-31
Filed
2023-02-21
IRS object ID
202330529349100013
Schema version
2021v4.0
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)
Return2023-02-21T11:45:28-05:00ReturnTs
Tax Period End2022-07-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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 Begin2021-08-01TaxPeriodBeginDt

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
Signature2023-02-14SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRONALDPersonFirstNm
Person LastZELAZOPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonIVAN KOSSAKPreparerPersonNm
PTINP01214605PTIN
Phone2014724110PhoneNum
Preparation2023-02-21PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-03-07 01:45:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$71,148ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$123InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$123InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$123InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$88,694DividendsRevAndExpnssAmt
Dividends Net Invst Incm$88,694DividendsNetInvstIncmAmt
Dividends Adj Net Incm$88,694DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$14NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$480,000GrossSalesPriceAmt
Total Rev And Expnss$159,951TotalRevAndExpnssAmt
Total Net Invst Incm$88,817TotalNetInvstIncmAmt
Total Adj Net Incm$88,817TotalAdjNetIncmAmt
Trav Conf Meeting Rev And Expnss$2,092TravConfMeetingRevAndExpnssAmt
Other Expenses Rev And Expnss$437OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$2,529TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$47,126ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$47,126ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$49,655TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$47,126TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$110,296ExcessRevenueOverExpensesAmt
Net Investment Income$88,817NetInvestmentIncomeAmt
Adjusted Net Income$88,817AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$86,214SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$655,303SavAndTempCashInvstEOYAmt
Corporate Stock BOY$1,012,470CorporateStockBOYAmt
Corporate Stock EOY$1,028,872CorporateStockEOYAmt
Corporate Bonds BOY$885,452CorporateBondsBOYAmt
Corporate Bonds EOY$405,438CorporateBondsEOYAmt
Total Assets BOY$1,984,136TotalAssetsBOYAmt
Total Assets EOY$2,089,613TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,984,136NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,089,613NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,984,136TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,089,613TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,984,136TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,089,613TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,984,136TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$110,296ExcessRevenueOverExpensesAmt
Subtotal$2,094,432SubtotalAmt
Other Decreases$4,819OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,089,613TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,235InvestmentIncomeExciseTaxAmt
Subtotal$1,235SubtotalAmt
Tax Based On Investment Income$1,235TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$724EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$2,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$2,724TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$15EsPenaltyAmt
Overpayment$1,474OverpaymentAmt
Applied To ES Tax$1,474AppliedToESTaxAmt

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 ContributorsfalseNewSubstantialContributorsInd
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 LAKESNJ07417PRESIDENT2.00$0$0$0
ZIONA ZELAZO
772 SANTA FE TRAILFRANKLIN LAKESNJ07417SECRETARY2.00$0$0$0
DAVID EYTON ZELAZO
741 NORTH MILWAUKEE ST 801MILWAUKEEWI53202VICE PRESIDE1.00$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$1,235TaxBasedOnInvestmentIncomeAmt
Total Tax$1,235TotalTaxAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$47,126ExpensesAndContributionsAmt
Qualifying Distributions$47,126QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$16,173ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$51,038ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$79,335ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$87,967ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$234,513TotalExcessDistributionCyovAmt
Qualifying Distributions$47,126QualifyingDistributionsAmt
Remaining Distri From Corpus$47,126RemainingDistriFromCorpusAmt
Total Corpus$281,639TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$16,173ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$265,466ExcessDistriCyovToNextYrAmt
Excess From Year4$51,038ExcessFromYear4Amt
Excess From Year2$79,335ExcessFromYear2Amt
Excess From Year1$87,967ExcessFromYear1Amt
Excess From Current Year$47,126ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
TEMPLE BETH RISHON
585 RUSSELL AVENUEWYCKOFFNJ07481NONERELIGIOUS$7,225
WASHINGTON INSTITUTE FOR NEAR EAST
1828 L STREETWASHINGTONDC20036NONEEDUCATION$20,050SUITE 1050
SCHOOL FOR CHILD WHIDDEN INTELLIG
1001 AVE OF THE AMERICASNEW YORKNY10018NONEEDUCATION$5,000
AMERICAN TECHNION SOCIETY
55 EAST 59TH STREETNEW YORKNY10022NONEEDUCATION$2,000
MIDDLE EAST MEDIA RESEARCH INST
PO BOX 27837WASHINGTONDC20038NONECULTURAL$500
JEWISH FEDERATION OF NORTHERN NJ
1 PIKE DRIVEWAYNENJ07470NONERELIGIOUS$2,000
AMERICA-ISRAEL CULTURAL FOUNDATION
322 8TH AVENUENEW YORKNY10001NONECULTURAL$500SUITE 1702
SHALOM HARTMAN INST OF N AMERICA
475 RIVERSIDE DRIVENEW YORKNY10115NONERELIGIOUS$900SUITE 1450
EXPERIMENTAL AIRCRAFT AVIATION FOUN
3000 POBEREZNY ROADOSHKOSHWI54903NONEEDUCATION$500
AMER FRIENDS OF OPEN U OF ISRAEL
244 FIFTH AVENUENEW YORKNY10001NONEEDUCATION$1,000SUITE 2305
GLOBAL TAIWAN INSTITUTE
1836 JEFFERSON PLACE NWWASHINGTONDC20036NONEEDUCATION$500
CAMERA
PO BOX 35040BOSTONMA02135NONEEDUCATION$3,600
AMERICAN JEWISH COMMITTEE
PO BOX 7247PHILADELPHIAPA19170NONERELIGIOUS$1,250
HARRY & ROSE SAMSON FAMILY JCC
6255 N SANTA MONICA BLVDWHITEFISH BAYWI53217NONERELIGIOUS$1,000
VARIOUS UNDER 500 EACH
VARIOUSVARIOUSNJ07417NONEVARIOUS$1,101
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$47,126TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$123RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$88,694ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$14RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$88,694ExclusionAmt
Related Or Exempt Function Incm$109RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$88,803TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonESTATE OF NATHANIEL ZELAZOContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1772 SANTA FE TRAILAddressLine1Txt
CityFRANKLIN LAKESCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07417ZIPCd
FieldValueIRS element (for citing)
Total Contributions$71,148TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
CITIGROUP 7%2017-09PURCHASE2022-02$250,000$250,007-$7
CITIGROUP 7%2019-05PURCHASE2022-02$30,000$30,007-$7
BMO 4 YR. MLS2021-04PURCHASE2021-10$200,000$200,000

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)

BondBondNmEOY Book ValueEOYBookValueAmt
MORGAN STANLEY 9% DUE 3/30/32$113,631
MORGAN STANLEY FL. RATE DUE 1/31/32$91,807
CITIGROUP 7% DUE 8/10/37
TD 3 YR. MLS$200,000
BMO 4 YR. MLS

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmt
JP MORGAN 5.75% PFD.$100,000
SEMPRA ENERGY 5.75% PFD.$100,000
CAPITAL ONE 5% PFD.$250,000
BANK OF AMERICA 5% PFD.$250,000
AT & T 5% PFD.$20,000
VIRTUS INVESTMENT TRUST$308,872

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFEDERAL EXCISE TAXDesc
Amt$4,819Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
SUNDRY$437

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