ZECHMAN FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: ZECHMAN FOUNDATION INC (EIN 82-2708336)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-05-16
IRS object ID: 202201369349102295
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
Form 990-PF
Schedule B
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-05-16T11:21:24-07:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	522332056	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Wancowicz & Associates PA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	11350 McCormick Rd Ste 406 EP 3	AddressLine1Txt
City	Hunt Valley	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	21031	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2021-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	822708336	EIN

Business Name BusinessName

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

Field	Value	IRS element (for citing)
Business Name Control	ZECH	BusinessNameControlTxt
Phone	4103210600	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1 W PENNSYLVANIA AVENUE SUITE 900	AddressLine1Txt
City	TOWSON	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	21204	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MAYER E GUTTMAN	PersonNm
Person Title	Director	PersonTitleTxt
Signature	2022-05-16	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	MAYER E	PersonFirstNm
Person Last	GUTTMAN	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	James S Wancowicz	PreparerPersonNm
PTIN	P00040060	PTIN
Phone	4107716510	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	0	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd
Federated Assurance Level	FAL1	FederatedAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Application Pending	Yes (X)	ApplicationPendingInd
Initial Return	Yes (X)	InitialReturnInd
Initial Return Former Pub Chrty	Yes (X)	InitialReturnFormerPubChrtyInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$732,969	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	$521,164	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$3	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$3	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$3	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$15,183	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$15,183	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$15,183	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	$915	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$41,616	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$915	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$537,265	TotalRevAndExpnssAmt
Total Net Invst Incm	$16,101	TotalNetInvstIncmAmt
Total Adj Net Incm	$15,186	TotalAdjNetIncmAmt
Other Expenses Rev And Expnss	$6,390	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$6,390	OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm	$6,390	OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss	$6,390	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$6,390	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$6,390	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$31,204	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$31,204	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$37,594	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$6,390	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$6,390	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$31,204	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$499,671	ExcessRevenueOverExpensesAmt
Net Investment Income	$9,711	NetInvestmentIncomeAmt
Adjusted Net Income	$8,796	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst EOY	$19,540	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$19,540	SavAndTempCashInvstEOYFMVAmt
Corporate Stock EOY	$404,451	CorporateStockEOYAmt
Corporate Stock EOYFMV	$632,863	CorporateStockEOYFMVAmt
Corporate Bonds EOY	$75,680	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$80,566	CorporateBondsEOYFMVAmt
Total Assets EOY	$499,671	TotalAssetsEOYAmt
Total Assets EOYFMV	$732,969	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning EOY	$499,671	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances EOY	$499,671	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$0	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$499,671	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Excess Revenue Over Expenses	$499,671	ExcessRevenueOverExpensesAmt
Subtotal	$499,671	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$499,671	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
18000 SHRS CITIGROUP INC	P	2018-12-18	2021-05-17	$18,000	$17,968	$32	$32
7000 SHRS CITIGROUP INC	P	2018-12-18	2021-02-16	$7,000	$6,988	$12	$12
100 SHRS GOLDMAN SACHS ETF TRUST	P	2018-12-18	2021-08-31	$9,109	$5,168	$3,941	$3,941
25 SHRS VANGUARD INDEX SMALLCAP	P	2021-07-07	2021-11-30	$6,958	$7,187	-$229	-$229
37 SHRS VIATRIS INC	P	2020-05-08	2021-02-26	$549	$578	-$29	-$29
KENNETH ZECHMAN BLUE DIAMONG TRUST	P	2019-01-01	2021-12-31		$2,812	-$2,812	-$2,812

Field	Value	IRS element (for citing)
Capital Gain Net Income	$915	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	-$258	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$135	InvestmentIncomeExciseTaxAmt
Subtotal	$135	SubtotalAmt
Tax Based On Investment Income	$135	TaxBasedOnInvestmentIncomeAmt
Tax Due	$135	TaxDueAmt
Applied To ES Tax	$0	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	MD	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	MAYER GUTTMAN	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4103210600	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1 W PENNSYLVANIA AVENUE SUITE 900	AddressLine1Txt
City	TOWSON	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	21204	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
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
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

Field	Value	IRS element (for citing)
Person	MAYER E GUTTMAN	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1 W PENNSYLVANIA AVE STE 900	AddressLine1Txt
City	TOWSON	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	21204	ZIPCd

Field	Value	IRS element (for citing)
Title	Director	TitleTxt
Average Hrs Per Wk Devoted To Pos	0.00	AverageHrsPerWkDevotedToPosRt
Compensation	$0	CompensationAmt

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$692,107	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$692,107	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$692,107	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$10,382	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$681,725	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$34,086	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$34,086	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$135	TaxBasedOnInvestmentIncomeAmt
Total Tax	$135	TotalTaxAmt
Distributable Before Adj	$33,951	DistributableBeforeAdjAmt
Distributable Before Ded	$33,951	DistributableBeforeDedAmt
Distributable As Adjusted	$33,951	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$31,204	ExpensesAndContributionsAmt
Qualifying Distributions	$31,204	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$33,951	DistributableAsAdjustedAmt
Qualifying Distributions	$31,204	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$31,204	AppliedToCurrentYearAmt
Undistributed Income CY	$2,747	UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	MAYER GUTTMAN	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	1 W PENNSYLVANIA AVENUE SUITE 900	AddressLine1Txt
City	TOWSON	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	21204	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	4103210600	RecipientPhoneNum
Form And Info And Materials	LETTERS INCLUDING REASONS AND DOCUMENTATION OF ACTIVITIES	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	NONE	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
UNIVERSITY OF MARYLAND BALTIMORE FO
220 N ARCH STREET	BALTIMORE	MD	21201	NONE	EOF	CHARITABLE PURPOSES	$3,000
SALEM UNITED METHODIST CHURCH
7901 BRADSHAW ROAD	UPPER FALLS	MD	21156	NONE	EOF	CHARITABLE PURPOSES	$9,000
TRINITY METHODIST CHURCH
51 SOUTH MAIN STREET	MIDDLEBURG	PA	17842	NONE	EOF	CHARITABLE PURPOSES	$9,000
SHRINERS HOSPITAL FOR CHILDREN
2900 N Rocky Point Dr	TAMPA	FL	33607	NONE	EOF	CHARITABLE PURPOSES	$9,000
HOPE
5310 OLD COURT ROAD STE 301	BALTIMORE	MD	21133	NONE	EOF	CHARITABLE PURPOSES	$1,204

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$31,204	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$3	RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$15,183	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$915	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$16,101	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$16,101	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	KENNETH K ZECHMAN BLUE DIAMOND TR	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	1 W PENNSYLVANIA AVE STE 900	AddressLine1Txt
City	TOWSON	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	21204	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$629,116	TotalContributionsAmt
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	STOCKS AND BONDS	NoncashPropertyDesc
Fair Market Value	$629,116	FairMarketValueAmt
Received	2021-01-01	ReceivedDt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
BANK OF AMERICA CORP	$26,188	$27,813
JPMORGAN CHASE & CO	$25,086	$26,375
WELLS FARGO & CO	$24,406	$26,378

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
ABBVIE INC	$10,490	$16,925
DUKE ENERGY CORP	$14,032	$15,735
GENERAL DYNAMICS COPR	$10,423	$14,593
GOLDMAN SACHS ETF TRUST	$48,821	$85,626
ISHARES GLOBAL ETF	$22,985	$38,634
ISHARES TRUST	$22,518	$31,875
NEXTERA ENERGY INC	$11,341	$18,672
PEPSICO	$13,434	$17,371
PFIZER INC	$10,561	$17,715
SPDR S&P 500	$24,858	$47,496
VANGUARD INDEX GROWTH	$25,199	$48,135
VANGUARD VALUE	$10,703	$14,711
VANGUARD SMALL-CAP ETF	$9,063	$9,040
VANGUARD TOTAL STOCK	$16,353	$24,144
VANGUARD S&P 500	$76,933	$130,971
VANGUARD DIVIDEND APPRECIATION	$51,521	$77,288
VERIZON	$11,226	$10,392
XCEL ENERGY INC	$13,990	$13,540

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	RBC WEALTH MANAGEMENT FEE	Desc
Revenue And Expenses Per Books	$6,390	RevenueAndExpensesPerBooksAmt
Net Investment Income	$6,390	NetInvestmentIncomeAmt
Adjusted Net Income	$6,390	AdjustedNetIncomeAmt

ZECHMAN FOUNDATION INC: Form 990PF, tax year 2021

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 (6 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

US Address USAddress

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Non Cash Property Contribution NonCashPropertyContributionGrp

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Comments