ZYNE FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ZYNE FAMILY FOUNDATION INC (EIN 20-8982601)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-06-24
- IRS object ID
- 202241759349100204
- Schema version
- 2021v4.2
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-06-24T09:37:59-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 631238286 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUNER & CYR PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WILLIAMSBURG OFC PARK STE 200 | AddressLine1Txt |
| City | VESTAVIA HILLS | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 352163686 | 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 | 208982601 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZYNE FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZYNE | BusinessNameControlTxt |
| Phone | 2052904667 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 OXMOOR RD SUITE 144 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIMBERLY E STEPHENS | PersonNm |
| Person Title | EXECUTIVE DIRECTOR AND VICE PRESIDE | PersonTitleTxt |
| Phone | 2052904667 | PhoneNum |
| Signature | 2022-06-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KIMBERLY | PersonFirstNm |
| Person Last | STEPHENS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT C HUNER CPA | PreparerPersonNm |
| PTIN | P00127181 | PTIN |
| Phone | 2058237723 | PhoneNum |
| Preparation | 2022-06-23 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,826,092 | 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 | $458 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $682,415 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $682,415 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $287,612 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,570,808 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $287,612 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $970,485 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $970,027 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $97,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $325 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,527 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,101 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $20 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,547 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $89,423 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $89,362 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $220,443 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $89,362 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $412,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $412,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $632,943 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $89,362 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $412,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $337,542 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $880,665 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,438,186 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,164,269 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,164,269 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,120,047 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,423,289 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,423,289 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,497,236 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,035,939 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,035,939 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,520,120 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,202,595 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,202,595 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $19,575,589 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,826,092 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,826,092 | 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 | $19,575,589 | RetainedEarningBOYAmt |
| Retained Earning EOY | $21,826,092 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,575,589 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,826,092 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,575,589 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,826,092 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,575,589 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $337,542 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,912,961 | OtherIncreasesAmt |
| Subtotal | $21,826,092 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,826,092 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (61 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| FEDERATED HRMS ULTRASHT BD A | P | 2021-12-23 | $500,000 | $502,191 | -$2,191 | -$2,191 | |
| MSIF ULTRA-SHORT INCOME A | P | 2021-04-19 | $250,000 | $250,009 | -$9 | -$9 | |
| ALIBABA GROUP HLDG LTD | P | 2021-02-26 | $12,193 | $10,521 | $1,672 | $1,672 | 2018-06-04 |
| ANHEUSER BUSCH INBEV SA SPON | P | 2021-12-14 | $60,094 | $60,464 | -$370 | -$370 | |
| BECTON DICKINSON & CO | P | 2021-02-26 | $7,566 | $7,022 | $544 | $544 | 2018-06-04 |
| BOEING CO | P | 2021-02-26 | $26,331 | $46,147 | -$19,816 | -$19,816 | 2019-10-17 |
| BROOKFIELD ASSET MGNT REIN CL A (BAMR) | P | 2021-06-28 | $2 | $2 | $0 | $0 | 2021-06-28 |
| COTERRA ENERGY INC | P | 2021-10-01 | $6 | $6 | $0 | $0 | 2020-08-31 |
| DIAGEO PLC SPON ADR NEW | P | 2021-02-26 | $9,336 | $8,729 | $607 | $607 | 2018-06-04 |
| ELI LILLY | P | 2021-12-14 | $262,911 | $123,647 | $139,264 | $139,264 | 2019-01-15 |
| EXPEDIA GROUP INC | P | 2021-02-26 | $10,778 | $8,152 | $2,626 | $2,626 | 2018-06-04 |
| GAMING & LEISURE PPTYS INC COM | P | 2021-12-14 | $49,160 | $39,710 | $9,450 | $9,450 | |
| HOME DEPOT | P | 2021-12-14 | $149,910 | $66,000 | $83,910 | $83,910 | |
| HUNTINGTON BANCHARES | P | 2021-12-14 | $6 | $6 | $0 | $0 | 2019-04-17 |
| KYNDRYL HOLDINGS INC | P | 2021-12-14 | $4,282 | $7,937 | -$3,655 | -$3,655 | |
| MICROSOFT CORP | P | 2021-12-14 | $221,341 | $70,882 | $150,459 | $150,459 | 2019-01-15 |
| OMEGA HEALTHCARE INVESTORS INC | P | 2021-12-14 | $70,333 | $93,987 | -$23,654 | -$23,654 | 2019-01-15 |
| ORGANON & CO | P | 2021-06-03 | $15 | $10 | $5 | $5 | 2019-01-15 |
| ORION OFFICE REIT INC | P | 2021-11-15 | $10 | $14 | -$4 | -$4 | 2021-11-15 |
| SQUARE INC | P | 2021-01-06 | $114,299 | $108,820 | $5,479 | $5,479 | 2020-12-31 |
| SQUARE INC | P | 2021-12-14 | $85,862 | $108,820 | -$22,958 | -$22,958 | 2020-12-31 |
| VIATRIS INC | P | 2021-02-26 | $4,551 | $13,318 | -$8,767 | -$8,767 | 2016-12-07 |
| GABELLI EQUITY TR | P | 2021-12-14 | $13,882 | $12,540 | $1,342 | $1,342 | 2020-12-31 |
| ROYCE VALUE TRUST INC | P | 2021-03-25 | $8 | $9 | -$1 | -$1 | 2021-03-24 |
| ROYCE VALUE TRUST INC | P | 2021-06-28 | $7 | $7 | $0 | $0 | 2021-06-25 |
| ROYCE VALUE TRUST INC | P | 2021-09-27 | $11 | $10 | $1 | $1 | 2021-09-24 |
| ROYCE VALUE TRUST INC | P | 2021-12-23 | $2 | $2 | $0 | $0 | 2021-12-23 |
| FT ENHANCED SHORT MATURITY ETF | P | 2021-02-16 | $72,347 | $72,348 | -$1 | -$1 | 2020-12-31 |
| BP CAPITAL MARKETS AMERICA INC 10373QAG5 | P | 2021-03-11 | $10,000 | $10,473 | -$473 | -$473 | 2019-06-20 |
| BP CAPITAL MARKETS AMERICA INC 10373QAG5 | P | 2021-03-11 | $29,000 | $30,211 | -$1,211 | -$1,211 | 2019-07-24 |
| BP CAPITAL MARKETS AMERICA INC 10373QAG5 | P | 2021-03-11 | $5,000 | $5,220 | -$220 | -$220 | 2019-08-09 |
| CAP ONE FIN CORP FXD TO 062020 VAR 14040HBH7 | P | 2021-06-29 | $19,110 | $20,269 | -$1,159 | -$1,159 | |
| CAP ONE FIN CORP FXD TO 062020 VAR 14040HBH7 | P | 2021-06-29 | $46,277 | $44,167 | $2,110 | $2,110 | |
| CITIGROUP INC FXD TO 112020 VAR 172967KD2 | P | 2021-02-16 | $10,000 | $10,366 | -$366 | -$366 | 2019-06-20 |
| CITIGROUP INC FXD TO 112020 VAR 172967KD2 | P | 2021-02-16 | $6,000 | $6,220 | -$220 | -$220 | 2019-06-20 |
| CITIGROUP INC FXD TO 112020 VAR 172967KD2 | P | 2021-02-16 | $9,000 | $9,373 | -$373 | -$373 | 2019-07-11 |
| CITIGROUP INC FXD TO 112020 VAR 172967KD2 | P | 2021-02-16 | $12,000 | $12,535 | -$535 | -$535 | 2019-07-24 |
| CITIGROUP INC FXD TO 112020 VAR 172967KD2 | P | 2021-04-13 | $54,568 | $55,568 | -$1,000 | -$1,000 | 2020-05-04 |
| CITIGROUP INC FXD TO 112020 VAR 172967KD2 | P | 2021-04-13 | $29,305 | $29,612 | -$307 | -$307 | 2020-08-31 |
| FORD MOTOR CO 8.5% 04/21/2023 345370CV0 | P | 2021-12-07 | $106,998 | $109,232 | -$2,234 | -$2,234 | 2020-12-16 |
| FORD MOTOR CO 8.5% 04/21/2023 345370CV0 | P | 2021-12-07 | $58,463 | $59,508 | -$1,045 | -$1,045 | 2021-02-04 |
| BP CAPITAL MARKETS AMERICA INC 10373QAG5 | P | 2021-03-11 | $24,000 | $24,991 | -$991 | -$991 | 2019-09-10 |
| BP CAPITAL MARKETS AMERICA INC 10373QAG5 | P | 2021-03-11 | $26,000 | $26,614 | -$614 | -$614 | 2020-08-31 |
| BP CAPITAL MARKETS AMERICA INC 10373QAG5 | P | 2021-03-11 | $24,000 | $24,195 | -$195 | -$195 | 2020-12-31 |
| CAP ONE FIN CORP FXD TO 062020 VAR 14040HBH7 | P | 2021-06-28 | $135,866 | $133,829 | $2,037 | $2,037 | |
| GOLDMAN SACHS GROUP FXD TO 052020 38148BAB4 | P | 2021-02-05 | $92,000 | $93,564 | -$1,564 | -$1,564 | |
| GOLDMAN SACHS GROUP FXD TO 052020 38148BAB4 | P | 2021-02-05 | $42,000 | $42,028 | -$28 | -$28 | |
| GOODYEAR TIRE & RUBBER CO 382550BF7 | P | 2021-06-17 | $94,534 | $92,492 | $2,042 | $2,042 | |
| GOODYEAR TIRE & RUBBER CO 382550BF7 | P | 2021-06-17 | $40,074 | $39,455 | $619 | $619 | |
| METLIFE INC FXD TO 062020 59156RBP2 | P | 2021-06-15 | $21,000 | $20,536 | $464 | $464 | |
| METLIFE INC FXD TO 062020 59156RBP2 | P | 2021-06-15 | $97,000 | $97,149 | -$149 | -$149 | |
| NETFLIX INC 64110LAJ5 | P | 2021-09-15 | $115,136 | $118,594 | -$3,458 | -$3,458 | |
| NETFLIX INC 64110LAJ5 | P | 2021-09-15 | $12,227 | $12,636 | -$409 | -$409 | |
| PNC FIN SERVICES GROUP INC FXD TO 082021 693475AK1 | P | 2021-06-30 | $92,964 | $92,776 | $188 | $188 | |
| PNC FIN SERVICES GROUP INC FXD TO 082021 693475AK1 | P | 2021-06-30 | $87,800 | $87,975 | -$175 | -$175 | |
| ANGEL OAK MULTI STRAT INC I | P | 2021-03-29 | $90,774 | $95,598 | -$4,824 | -$4,824 | |
| ANGEL OAK MULTI STRAT INC I | P | 2021-03-29 | $44,758 | $43,865 | $893 | $893 | |
| ASHMORE EMERG MKTS SHORT DUR I | P | 2021-01-11 | $77,943 | $92,335 | -$14,392 | -$14,392 | |
| ASHMORE EMERG MKTS SHORT DUR I | P | 2021-01-11 | $55,214 | $58,041 | -$2,827 | -$2,827 | |
| BLACKROCK SH OBLIGATIONS INST | P | 2021-03-29 | $72,387 | $72,459 | -$72 | -$72 | |
| CAPITAL GAINS DIVIDENDS | P | $4,167 | $4,167 | $4,167 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $287,612 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,241 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,241 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,241 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,209 | 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 | $10,209 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,032 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AL | 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 | HTTPS://WWW.ZYNEFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2052904667 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 OXMOOR RD SUITE 144 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35209 | 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 (13 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 |
|---|---|---|---|---|---|---|---|---|
| HAROLD R STEPHENS | ||||||||
| 1234 PARLIAMENT LANE | BIRMINGHAM | AL | 35216 | PRESIDENT AND TREASURER | 2.00 | $36,000 | $0 | $0 |
| KIMBERLY E STEPHENS | ||||||||
| 112 RALEIGH AVENUE | BIRMINGHAM | AL | 35209 | EXECUTIVE DIRECTOR AND VICE PRESIDENT | 2.00 | $30,000 | $0 | $0 |
| STANLEY C HUNER | ||||||||
| 536 MYSTIC VALLEY VIEW | STERRETT | AL | 35147 | SECRETARY AND ASSISTANT TREASURER | 1.00 | $18,000 | $0 | $0 |
| JENNY T STEPHENS | ||||||||
| 327 STONE BROOK CIRCLE | HOOVER | AL | 35226 | VICE PRESIDENT | 0.20 | $0 | $0 | $0 |
| HAROLD R STEPHENS | ||||||||
| 1234 PARLIAMENT LANE | BIRMINGHAM | AL | 35216 | CLASS B DIRECTOR | 0.20 | $1,500 | $0 | $0 |
| KIMBERLY E STEPHENS | ||||||||
| 112 RALEIGH AVENUE | BIRMINGHAM | AL | 35209 | CLASS A DIRECTOR | 0.20 | $1,500 | $0 | $0 |
| DANA S TRAVIS | ||||||||
| 1341 ANGLEWOOD DRIVE | BIRMINGHAM | AL | 35216 | CLASS A DIRECTOR | 0.20 | $1,500 | $0 | $0 |
| VALERIE S WHITT | ||||||||
| 327 STONE BROOK CIRCLE | HOOVER | AL | 35226 | CLASS A DIRECTOR | 0.20 | $1,500 | $0 | $0 |
| STANLEY C HUNER | ||||||||
| 536 MYSTIC VALLEY VIEW | STERRETT | AL | 35147 | CLASS B DIRECTOR | 0.20 | $1,500 | $0 | $0 |
| JENNY T STEPHENS | ||||||||
| 327 STONE BROOK CIRCLE | HOOVER | AL | 35226 | CLASS A DIRECTOR | 0.20 | $1,500 | $0 | $0 |
| NATALIE S SLOVENSKY | ||||||||
| 2634 FARGO DRIVE | HOOVER | AL | 35226 | CLASS A DIRECTOR | 0.20 | $1,500 | $0 | $0 |
| NATHAN STEPHENS | ||||||||
| 5325 HICKORY TRACE | HOOVER | AL | 35244 | CLASS A DIRECTOR | 0.20 | $1,500 | $0 | $0 |
| JOSEPH R STEPHENS JR | ||||||||
| 117 GILLON DRIVE | HOMEWOOD | AL | 35209 | CLASS A DIRECTOR | 0.20 | $1,500 | $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 | $19,132,806 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,716,566 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,849,372 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,849,372 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $312,741 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,536,631 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,026,832 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,026,832 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,241 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,241 | TotalTaxAmt |
| Distributable Before Adj | $1,014,591 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,014,591 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,014,591 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $412,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $412,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,014,591 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $203,229 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $514,822 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $342,505 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $1,060,556 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $412,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $412,500 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $602,091 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $602,091 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $458,465 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $458,465 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $115,960 | ExcessFromYear4Amt |
| Excess From Year3 | $342,505 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 19243 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2052904667 | RecipientPhoneNum |
| Recipient Email Address | ZYNEFAMILYFOUNDATION@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | ALL APPLICATIONS SHOULD BE SUBMITTED BY EMAIL OR MAIL. ALL OF THE REQUIRED INFORMATION FOR GRANT APPLICATION CAN BE FOUND ON THE FOUNDATION'S WEBSITE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | ALL APPLICATIONS MUST BE RECEIVED BY OCTOBER 1, 2021 TO BE CONSIDERED FOR THE 2021 CALENDAR YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | IT ACCEPTS UNSOLICITED APPLICATIONS FROM ORGANIZATIONS THAT MEET THE FOUNDATION REQUIREMENTS AND INTERESTS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | ||||||
| PO BOX 41428 | NASHVILLE | TN | 37204 | N/A | SUPPORT NEEDS OF ORGANIZATION | $50,000 |
| AMERICAN BASEBALL FOUNDATION | ||||||
| 833 SAINT VINCENTS DR STE 205A | BIRMINGHAM | AL | 35205 | N/A | SUPPORT NEEDS OF ORGANIZATION | $5,000 |
| CATHEDRAL OF ST PAUL | ||||||
| 2120 3RD AVE N | BIRMINGHAM | AL | 35203 | N/A | SUPPORT NEEDS OF ORGANIZATION | $30,000 |
| EPARCHY OF OUR LADY OF LEBANON | ||||||
| 1021 S 10TH ST | ST LOUIS | MO | 63104 | N/A | SUPPORT NEEDS OF ORGANIZATION | $175,000 |
| JEFFERSON COUNTY JUNIOR MISS | ||||||
| 350 LAKESHORE DRIVE | HOMEWOOD | AL | 35209 | N/A | SUPPORT NEEDS OF ORGANIZATION | $10,000 |
| OUR LADY OF THE LAKE CATHOLIC CHURCH | ||||||
| 4609 MARTIN ST S | CROPWELL | AL | 35054 | N/A | SUPPORT NEEDS OF ORGANIZATION | $7,500 |
| ST ELIAS MARONITE CHURCH | ||||||
| 836 8TH ST S | BIRMINGHAM | AL | 35205 | N/A | SUPPORT NEEDS OF ORGANIZATION | $135,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $412,500 | 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 | $682,415 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $287,612 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $970,027 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $970,027 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF JOSEPH P ZYNE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 OXMOOR RD SUITE 144 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $458 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HUNER & CYR, PC. | CategoryTxt |
| Amt | $19,527 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $7,035,939 | EOYBookValueAmt |
| EOYFMV | $7,035,939 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $9,423,289 | EOYBookValueAmt |
| EOYFMV | $9,423,289 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ETFS & CEFS | FMV | $1,374,518 | $1,374,518 |
| MUTUAL FUNDS | FMV | $1,254,118 | $1,254,118 |
| ALTERNATIVES | FMV | $573,959 | $573,959 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BAKER DONELSON | CategoryTxt |
| Legal Fees | $325 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $89,362 | $89,362 | $0 |
| OFFICE SUPPLIES | $61 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN(LOSS) ON INVESTMENTS | Desc |
| Amt | $1,912,961 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL SERVICE | CategoryTxt |
| Amt | $1,101 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,037 | $0 | $0 |
| PAYROLL TAXES | $6,426 | $0 | $0 |
| 2020 NET FEDERAL TAX PAYMENTS | $5,084 | $0 | $0 |
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