ZYNE FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ZYNE FAMILY FOUNDATION INC (EIN 20-8982601)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-15
- IRS object ID
- 202111669349100616
- Schema version
- 2020v4.1
- 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
- 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 | 2021-06-15T15:40:09-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | HAROLD R STEPHENS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2052904667 | PhoneNum |
| Signature | 2021-06-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HAROLD | 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 | 2021-06-04 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $19,575,589 | 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 | $3,699,586 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $390,373 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $390,373 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$343,022 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,418,437 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,746,937 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $390,373 | 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 | $707 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,849 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $971 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23,869 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $45,688 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $45,688 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $182,584 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,688 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $259,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $259,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $442,284 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,688 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $259,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,304,653 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $344,685 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,679,615 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,438,186 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,438,186 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $209,344 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,622,733 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,120,047 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,120,047 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,809,539 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,497,236 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,497,236 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,549,758 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,520,120 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,520,120 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,870,989 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,575,589 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,575,589 | 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 | $15,870,989 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,575,589 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,870,989 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,575,589 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,870,989 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,575,589 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,870,989 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,304,653 | ExcessRevenueOverExpensesAmt |
| Other Increases | $399,947 | OtherIncreasesAmt |
| Subtotal | $19,575,589 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,575,589 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (158 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ABBVIE INC COM | P | 2018-08-15 | 2020-03-18 | $1,118 | $1,649 | -$531 | -$531 |
| ACTIVISION BLIZZARD INC | P | 2018-11-15 | 2020-03-18 | $5,195 | $4,987 | $208 | $208 |
| ACTIVISION BLIZZARD INC | P | 2018-11-15 | 2020-09-04 | $6,749 | $4,668 | $2,081 | $2,081 |
| ACTIVISION BLIZZARD INC | P | 2019-10-17 | 2020-09-28 | $30,675 | $21,887 | $8,788 | $8,788 |
| ALIBABA GROUP HLDG LTD | P | 2018-06-04 | 2020-03-18 | $1,591 | $1,857 | -$266 | -$266 |
| ALLSTATE CORP | P | 2018-06-04 | 2020-03-18 | $952 | $1,226 | -$274 | -$274 |
| ALPHABET INC CL A | P | 2018-06-04 | 2020-03-18 | $1,087 | $1,149 | -$62 | -$62 |
| ANHEUSER BUSCH INBEV SA SPON | P | 2018-06-04 | 2020-03-18 | $200 | $579 | -$379 | -$379 |
| APPLE INC | P | 2018-06-04 | 2020-03-18 | $4,149 | $3,262 | $887 | $887 |
| AT&T INC | P | 2017-12-11 | 2020-03-18 | $20,497 | $23,985 | -$3,488 | -$3,488 |
| BECTON DICKINSON & CO | P | 2018-06-04 | 2020-03-18 | $1,237 | $1,133 | $104 | $104 |
| BERKSHIRE HATHAWAY CL-B NEW | P | 2018-06-04 | 2020-03-18 | $1,401 | $1,546 | -$145 | -$145 |
| BLACKROCK INC | P | 2018-06-04 | 2020-03-18 | $1,004 | $1,625 | -$621 | -$621 |
| BOEING CO | P | 2018-06-04 | 2020-03-18 | $2,220 | $7,959 | -$5,739 | -$5,739 |
| BOEING CO | P | 2019-10-17 | 2020-03-18 | $101 | $372 | -$271 | -$271 |
| BP PLC | P | 2017-12-29 | 2020-03-18 | $5,448 | $13,702 | -$8,254 | -$8,254 |
| BP PLC | P | 2017-12-29 | 2020-04-17 | $38,304 | $70,358 | -$32,054 | -$32,054 |
| BRISTOL MYERS SQUIBB | P | 2018-12-14 | 2020-03-18 | $6,493 | $6,797 | -$304 | -$304 |
| BRISTOL MYERS SQUIBB | P | 2019-04-09 | 2020-03-18 | $2,697 | $2,505 | $192 | $192 |
| BROADCOM INC | P | 2020-01-24 | 2020-03-18 | $5,536 | $10,067 | -$4,531 | -$4,531 |
| BROOKFIELD ASSET MGNT CL A | P | 2018-06-04 | 2020-03-18 | $1,482 | $1,534 | -$52 | -$52 |
| BROOKFIELD ASSET MGNT CL A | P | 2018-06-04 | 2020-04-02 | $17 | $13 | $4 | $4 |
| CIMAREX ENERGY CO | P | 2018-06-04 | 2020-03-18 | $141 | $945 | -$804 | -$804 |
| CISCO SYSTEMS INC | P | 2019-01-15 | 2020-03-18 | $12,065 | $14,307 | -$2,242 | -$2,242 |
| CONSTELLATION BRANDS INC CL A | P | 2018-06-04 | 2020-03-18 | $817 | $1,120 | -$303 | -$303 |
| CORTEVA INC | P | 2019-10-17 | 2020-03-18 | $6,738 | $8,744 | -$2,006 | -$2,006 |
| COSTCO WHOLESALE CORP NEW | P | 2018-10-17 | 2020-03-18 | $1,527 | $1,138 | $389 | $389 |
| DIAGEO PLC SPON ADR NEW | P | 2018-06-04 | 2020-03-18 | $1,031 | $1,480 | -$449 | -$449 |
| DIAMONDBACK ENERGY INC | P | 2019-04-17 | 2020-03-18 | $219 | $1,411 | -$1,192 | -$1,192 |
| DOLLAR GENERAL CORP NEW | P | 2019-01-15 | 2020-03-18 | $49,065 | $36,455 | $12,610 | $12,610 |
| DUKE ENERGY CORP NEW | P | 2019-01-15 | 2020-03-18 | $13,215 | $13,793 | -$578 | -$578 |
| EAST WEST BANCORP | P | 2018-11-15 | 2020-03-18 | $3,513 | $5,916 | -$2,403 | -$2,403 |
| ELI LILLY | P | 2019-01-15 | 2020-03-18 | $33,852 | $28,570 | $5,282 | $5,282 |
| EMERSON ELECTRIC CO | P | 2019-06-12 | 2020-03-18 | $13,694 | $21,087 | -$7,393 | -$7,393 |
| EXPEDIA GROUP INC | P | 2018-06-04 | 2020-03-18 | $595 | $1,559 | -$964 | -$964 |
| GAMING & LEISURE PPTYS INC COM | P | 2018-09-17 | 2020-03-18 | $3,354 | $7,093 | -$3,739 | -$3,739 |
| GAMING & LEISURE PPTYS INC COM | P | 2018-09-17 | 2020-06-26 | $34 | $34 | $34 | |
| GAMING & LEISURE PPTYS INC COM | P | 2018-09-17 | 2020-09-25 | $12 | $12 | $12 | |
| GAMING & LEISURE PPTYS INC COM | P | 2018-09-17 | 2020-12-24 | $32 | $32 | $0 | $0 |
| GENL DYNAMICS CORP | P | 2018-06-04 | 2020-03-18 | $727 | $1,219 | -$492 | -$492 |
| HOLLYFRONTIER CORP | P | 2019-01-15 | 2020-03-18 | $9,861 | $25,901 | -$16,040 | -$16,040 |
| HOLLYFRONTIER CORP | P | 2019-01-15 | 2020-03-18 | $69,940 | $132,679 | -$62,739 | -$62,739 |
| HOME DEPOT | P | 2019-01-15 | 2020-03-18 | $26,470 | $29,823 | -$3,353 | -$3,353 |
| INTEL CORP | P | 2019-01-15 | 2020-03-18 | $15,611 | $15,795 | -$184 | -$184 |
| INTERNATIONAL BUSINESS MACHINES CORP | P | 2020-02-19 | 2020-03-18 | $8,486 | $12,207 | -$3,721 | -$3,721 |
| JOHNSON & JOHNSON | P | 2019-01-15 | 2020-03-18 | $32,323 | $31,564 | $759 | $759 |
| KNIGHT-SWIFT TRANSN HLDGS CL A | P | 2018-06-04 | 2020-03-18 | $890 | $1,105 | -$215 | -$215 |
| KOMATZU LTD SPON ADR NEW | P | 2018-06-04 | 2020-03-18 | $489 | $1,071 | -$582 | -$582 |
| LAS VEGAS SANDS CORP | P | 2019-01-15 | 2020-03-18 | $8,982 | $13,867 | -$4,885 | -$4,885 |
| LAS VEGAS SANDS CORP | P | 2019-01-15 | 2020-12-24 | $71,385 | $71,033 | $352 | $352 |
| LVMH MOET HENNESSY LOUIS VUITT | P | 2018-06-04 | 2020-03-18 | $1,737 | $1,998 | -$261 | -$261 |
| LYONDELLBASELL NV CL-A | P | 2019-02-15 | 2020-03-18 | $484 | $1,137 | -$653 | -$653 |
| MASTERCARD INC CL A | P | 2018-06-04 | 2020-03-18 | $1,105 | $978 | $127 | $127 |
| MEDICAL PROPERTIES TRUST | P | 2019-01-15 | 2020-03-18 | $9,439 | $10,761 | -$1,322 | -$1,322 |
| MERCK & COMPANY INC NEW | P | 2019-01-15 | 2020-03-18 | $23,566 | $24,213 | -$647 | -$647 |
| MICROSOFT CORP | P | 2019-01-15 | 2020-03-18 | $46,061 | $34,128 | $11,933 | $11,933 |
| MODERNA INC | P | 2020-08-25 | 2020-12-24 | $62,064 | $32,624 | $29,440 | $29,440 |
| NESTLE SPON ADR REP REG SHR | P | 2018-06-04 | 2020-03-18 | $1,823 | $1,450 | $373 | $373 |
| NETAPP INC COM | P | 2019-01-15 | 2020-02-19 | $6,583 | $7,601 | -$1,018 | -$1,018 |
| NIKE INC B | P | 2018-06-04 | 2020-03-18 | $1,011 | $1,167 | -$156 | -$156 |
| NORTHROP GRUMMAN CP | P | 2018-08-15 | 2020-03-18 | $1,594 | $1,458 | $136 | $136 |
| NUTRIEN LTD | P | 2019-01-15 | 2020-03-18 | $8,307 | $16,093 | -$7,786 | -$7,786 |
| NUTRIEN LTD | P | 2019-01-15 | 2020-07-02 | $54,573 | $83,247 | -$28,674 | -$28,674 |
| OMEGA HEALTHCARE INVESTORS INC | P | 2019-01-15 | 2020-03-18 | $7,736 | $18,303 | -$10,567 | -$10,567 |
| ONEOK INC NEW | P | 2019-01-15 | 2020-03-18 | $6,425 | $24,689 | -$18,264 | -$18,264 |
| PAYPAL HLDGS INC COM | P | 2018-06-04 | 2020-03-18 | $1,195 | $1,080 | $115 | $115 |
| PFIZER INC | P | 2019-01-15 | 2020-03-18 | $15,570 | $20,852 | -$5,282 | -$5,282 |
| PHILIP MORRIS INTL INC | P | 2018-06-04 | 2020-03-18 | $2,963 | $3,537 | -$574 | -$574 |
| PHILIP MORRIS INTL INC | P | 2019-01-15 | 2020-03-18 | $29,691 | $31,796 | -$2,105 | -$2,105 |
| QUALCOMM INC | P | 2018-06-04 | 2020-03-18 | $16,822 | $15,455 | $1,367 | $1,367 |
| QUEST DIAGNOSTICS INC | P | 2018-10-17 | 2020-03-18 | $942 | $1,229 | -$287 | -$287 |
| REALTY INCOME CORP | P | 2019-01-15 | 2020-03-18 | $14,831 | $21,050 | -$6,219 | -$6,219 |
| REGIONS FINANCIAL CORP NEW | P | 2019-01-15 | 2020-03-18 | $6,741 | $12,300 | -$5,559 | -$5,559 |
| ROYAL DUTCH SHELL PLC | P | 2019-01-15 | 2020-03-18 | $12,196 | $35,403 | -$23,207 | -$23,207 |
| ROYAL DUTCH SHELL PLC | P | 2019-01-15 | 2020-07-02 | $90,830 | $182,367 | -$91,537 | -$91,537 |
| SERVISFIRST BANCSHARES INC | P | 2019-01-15 | 2020-03-18 | $11,551 | $13,552 | -$2,001 | -$2,001 |
| SOUTHERN COMPANY | P | 2019-01-15 | 2020-03-18 | $25,590 | $22,834 | $2,756 | $2,756 |
| SUBN PROPANE PTNRS LP | P | 2019-01-15 | 2020-03-18 | $4,258 | $7,845 | -$3,587 | -$3,587 |
| SUBN PROPANE PTNRS LP | P | 2019-01-15 | 2020-07-02 | $29,175 | $38,851 | -$9,676 | -$9,676 |
| TCF FINANCIAL CORP | P | 2019-04-17 | 2020-03-18 | $589 | $1,335 | -$746 | -$746 |
| TE CONNECTIVITY LTD NEW | P | 2018-06-04 | 2020-03-18 | $1,831 | $3,050 | -$1,219 | -$1,219 |
| UNILEVER PLC | P | 2018-06-04 | 2020-03-18 | $1,407 | $1,620 | -$213 | -$213 |
| VERIZON COMMUNICATIONS, INC | P | 2018-06-04 | 2020-03-18 | $27,541 | $28,288 | -$747 | -$747 |
| VIATRIS INC | P | 2016-12-07 | 2020-11-17 | $12 | $12 | $12 | |
| WALT DISNEY CO HLDG CO | P | 2019-10-17 | 2020-03-18 | $6,838 | $10,565 | -$3,727 | -$3,727 |
| WASTE MANAGEMENT INC DEL | P | 2019-01-15 | 2020-03-18 | $32,657 | $30,479 | $2,178 | $2,178 |
| WEYERHAEUSER CO | P | 2019-06-12 | 2020-03-18 | $8,288 | $11,796 | -$3,508 | -$3,508 |
| WEYERHAEUSER CO | P | 2019-06-12 | 2020-07-02 | $56,614 | $61,021 | -$4,407 | -$4,407 |
| WILLIAMS COS INC DEL | P | 2019-01-15 | 2020-03-18 | $5,668 | $14,405 | -$8,737 | -$8,737 |
| WILLIAMS COS INC DEL | P | 2019-01-15 | 2020-07-30 | $56,811 | $74,670 | -$17,859 | -$17,859 |
| BLACKROCK SCIENCE & TECHNOLOGY TR | P | 2019-01-15 | 2020-03-18 | $7,931 | $9,712 | -$1,781 | -$1,781 |
| ISHARES MSCI EAFE ETF (EFA) | P | 2019-04-01 | 2020-03-18 | $6,701 | $9,383 | -$2,682 | -$2,682 |
| NUVEEN DOW 30 DYNAMIC (AFTER MERGER) | P | 2019-01-15 | 2020-03-18 | $8,093 | $13,124 | -$5,031 | -$5,031 |
| NUVEEN NASDAQ 100 DYNAMIC OVC | P | 2019-01-15 | 2020-03-18 | $16,042 | $21,121 | -$5,079 | -$5,079 |
| NUVEEN NASDAQ 100 DYNAMIC OVC | P | 2019-01-15 | 2020-09-04 | $122,966 | $108,719 | $14,247 | $14,247 |
| REAVES UTILITY INCOME FUND | P | 2019-01-15 | 2020-03-18 | $15,259 | $19,834 | -$4,575 | -$4,575 |
| ROYCE VALUE TRUST INC | P | 2019-01-15 | 2020-03-18 | $5,704 | $8,891 | -$3,187 | -$3,187 |
| ROYCE VALUE TRUST INC | P | 2019-01-15 | 2020-03-24 | $1 | $1 | $0 | $0 |
| ROYCE VALUE TRUST INC | P | 2019-01-15 | 2020-06-25 | $3 | $3 | $0 | $0 |
| ROYCE VALUE TRUST INC | P | 2019-01-15 | 2020-09-25 | $13 | $13 | $0 | $0 |
| ROYCE VALUE TRUST INC | P | 2019-01-15 | 2020-09-25 | $16 | $16 | $0 | $0 |
| SPDR S&P 500 ETF TRUST (SPY) | P | 2019-04-01 | 2020-03-18 | $7,847 | $9,426 | -$1,579 | -$1,579 |
| NUVEEN EMER MKTS DEBT 2022 | P | 2019-08-13 | 2020-02-26 | $74,760 | $74,167 | $593 | $593 |
| OLD WESTERN ASSET HIGH INC OPPTY | P | 2020-05-20 | 2020-11-19 | $53,652 | $44,652 | $9,000 | $9,000 |
| AMAZON.COM INC | P | 2019-10-01 | 2020-06-08 | $74,329 | $71,934 | $2,395 | $2,395 |
| COCA-COLA CO/THE | P | 2019-07-19 | 2020-04-07 | $25,684 | $25,101 | $583 | $583 |
| COCA-COLA CO/THE | P | 2019-07-24 | 2020-04-07 | $16,052 | $15,685 | $367 | $367 |
| COCA-COLA CO/THE | P | 2019-08-06 | 2020-04-07 | $5,351 | $5,270 | $81 | $81 |
| COCA-COLA CO/THE | P | 2019-09-10 | 2020-04-07 | $24,614 | $24,230 | $384 | $384 |
| E*TRADE FINANCIAL CORP FXD TO 092026 | P | 2019-07-19 | 2020-06-19 | $78,262 | $82,228 | -$3,966 | -$3,966 |
| GENERAL ELECTRIC CO FXD TO | P | 2019-06-20 | 2020-01-22 | $53,036 | $47,469 | $5,567 | $5,567 |
| GENERAL ELECTRIC CO FXD TO | P | 2019-08-13 | 2020-01-24 | $9,009 | $12,590 | -$3,581 | -$3,581 |
| GENERAL ELECTRIC CO FXD TO | P | 2019-09-10 | 2020-01-29 | $13,067 | $12,410 | $657 | $657 |
| GENERAL MOTORS FIN CO FXD TO 092027 37045XCA2 | P | 2019-06-20 | 2020-05-04 | $767 | $980 | -$213 | -$213 |
| HSBC HOLDINGS PLC | P | 2019-07-19 | 2020-06-09 | $69,548 | $69,956 | -$408 | -$408 |
| HILTON DOMESTIC OPERATING CO INC | P | 2020-02-13 | 2020-05-04 | $1,931 | $2,041 | -$110 | -$110 |
| HILTON DOMESTIC OPERATING CO INC | P | 2019-06-20 | 2020-12-02 | $10,106 | $10,175 | -$69 | -$69 |
| HILTON DOMESTIC OPERATING CO INC | P | 2019-07-19 | 2020-12-02 | $15,159 | $15,293 | -$134 | -$134 |
| HILTON DOMESTIC OPERATING CO INC | P | 2019-07-24 | 2020-12-02 | $15,159 | $15,310 | -$151 | -$151 |
| HILTON DOMESTIC OPERATING CO INC | P | 2019-08-06 | 2020-12-02 | $5,053 | $5,079 | -$26 | -$26 |
| HILTON DOMESTIC OPERATING CO INC | P | 2019-09-10 | 2020-12-02 | $24,255 | $24,482 | -$227 | -$227 |
| HILTON DOMESTIC OPERATING CO INC | P | 2020-02-13 | 2020-12-02 | $4,043 | $4,089 | -$46 | -$46 |
| HILTON DOMESTIC OPERATING CO INC | P | 2020-08-31 | 2020-12-02 | $23,244 | $23,217 | $27 | $27 |
| METLIFE INC FXD TO 062020 59156RBP2 | P | 2019-08-13 | 2020-10-10 | $58,000 | $59,170 | -$1,170 | -$1,170 |
| METLIFE INC FXD TO 062020 59156RBP2 | P | 2019-09-10 | 2020-10-10 | $7,000 | $7,190 | -$190 | -$190 |
| THE SOUTHERN CO 6.25% | P | 2020-03-24 | 2020-05-04 | $67,978 | $64,180 | $3,798 | $3,798 |
| THE SOUTHERN CO 6.25% | P | 2020-04-03 | 2020-05-04 | $1,703 | $1,655 | $48 | $48 |
| THE SOUTHERN CO 6.25% | P | 2020-08-31 | 2020-10-20 | $93,450 | $95,246 | -$1,796 | -$1,796 |
| SUNTRUST BANKS INC DEP SHS REPSTG PFD SER | P | 2015-12-03 | 2020-03-15 | $75,000 | $75,382 | -$382 | -$382 |
| VERISIGN INC | P | 2019-06-20 | 2020-04-06 | $9,239 | $9,810 | -$571 | -$571 |
| VERISIGN INC | P | 2019-07-19 | 2020-04-06 | $14,371 | $15,278 | -$907 | -$907 |
| VERISIGN INC | P | 2019-07-24 | 2020-04-06 | $14,371 | $15,320 | -$949 | -$949 |
| VERISIGN INC | P | 2019-08-06 | 2020-04-06 | $5,133 | $5,434 | -$301 | -$301 |
| VERISIGN INC | P | 2019-09-10 | 2020-04-06 | $22,583 | $24,353 | -$1,770 | -$1,770 |
| VERIZON COMMUNICATIONS INC 92343VDX9 | P | 2019-08-09 | 2020-06-29 | $46,055 | $45,181 | $874 | $874 |
| WACHOVIA CAP TR III INCOME TR SECS VAR | P | 2016-09-22 | 2020-02-12 | $102,303 | $96,818 | $5,485 | $5,485 |
| UNITED STATES TREASURY NOTE 051521 | P | 2019-09-10 | 2020-03-24 | $71,129 | $70,605 | $524 | $524 |
| UNITED STATES TREASURY NOTE 103125 | P | 2019-06-20 | 2020-03-04 | $35,931 | $34,141 | $1,790 | $1,790 |
| UNITED STATES TREASURY NOTE 103125 | P | 2019-09-10 | 2020-03-27 | $37,242 | $35,589 | $1,653 | $1,653 |
| UNITED STATES TREASURY BOND | P | 2019-08-13 | 2020-03-04 | $35,668 | $34,209 | $1,459 | $1,459 |
| UNITED STATES TREASURY BOND | P | 2019-08-13 | 2020-03-27 | $24,988 | $23,683 | $1,305 | $1,305 |
| UNITED STATES TREASURY BOND | P | 2019-09-10 | 2020-03-27 | $12,494 | $11,806 | $688 | $688 |
| AIG SENIOR FLOATING RATE A | P | 2019-06-20 | 2020-02-18 | $71,962 | $72,155 | -$193 | -$193 |
| BLACKROCK SH OBLIGATIONS INST | P | 2020-05-04 | $333,782 | $334,113 | -$331 | -$331 | |
| BLACKROCK SH OBLIGATIONS INST | P | 2020-05-06 | $6,373 | $6,368 | $5 | $5 | |
| BLACKROCK SH OBLIGATIONS INST | P | 2020-05-08 | $1,064 | $1,063 | $1 | $1 | |
| BLACKROCK SH OBLIGATIONS INST | P | 2020-05-21 | $62,849 | $62,724 | $125 | $125 | |
| BLACKROCK SH OBLIGATIONS INST | P | 2020-06-03 | $70,494 | $70,285 | $209 | $209 | |
| BLACKROCK SH OBLIGATIONS INST | P | 2020-08-31 | $231,138 | $229,619 | $1,519 | $1,519 | |
| BLACKROCK SH OBLIGATIONS INST | P | 2020-11-17 | $87,576 | $87,576 | $0 | $0 | |
| BLACKROCK SH OBLIGATIONS INST | P | 2020-12-16 | $421,591 | $421,591 | $0 | $0 | |
| BLACKROCK SH OBLIGATIONS INST | P | 2020-12-16 | $61,612 | $61,612 | $0 | $0 | |
| BLACKROCK SH OBLIGATIONS INST | P | 2020-12-16 | $183 | $183 | $0 | $0 | |
| DELAWARE FLOATING RATE I | P | 2020-10-13 | $96,870 | $99,326 | -$2,456 | -$2,456 | |
| MSIF ULTRA-SHORT INCOME A | P | 2020-12-24 | $157,661 | $158,302 | -$641 | -$641 | |
| MSIF ULTRA-SHORT INCOME A | P | 2020-12-24 | $1,647 | $1,651 | -$4 | -$4 | |
| MSIF ULTRA-SHORT INCOME A | P | 2019-05-08 | 2020-06-29 | $25,000 | $25,082 | -$82 | -$82 |
| MSIF ULTRA-SHORT INCOME A | P | 2019-05-08 | 2020-07-21 | $50,000 | $50,157 | -$157 | -$157 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$343,022 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,791 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,791 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,791 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,209 | OverpaymentAmt |
| Applied To ES Tax | $10,209 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | $9,825,034 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,601,639 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,426,673 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,426,673 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $231,400 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,195,273 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $759,764 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $759,764 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,791 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,791 | TotalTaxAmt |
| Distributable Before Adj | $754,973 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $754,973 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $754,973 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $259,700 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $259,700 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $259,700 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $754,973 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $301,403 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $397,099 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $514,822 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $342,505 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,555,829 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $259,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $259,700 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $495,273 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $495,273 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,060,556 | 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 | $1,060,556 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $203,229 | ExcessFromYear4Amt |
| Excess From Year3 | $514,822 | ExcessFromYear3Amt |
| Excess From Year2 | $342,505 | ExcessFromYear2Amt |
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 (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| HOLY NAME CATHOLIC CHURCH | ||||||
| 521 WOODLAND STREET | NASHVILLE | TN | 35203 | N/A | SUPPORT NEEDS OF ORGANIZATION | $25,000 |
| ALZHEIMER'S ASSOCIATION | ||||||
| PO BOX 41428 | NASHVILLE | TN | 37204 | N/A | SUPPORT NEEDS OF ORGANIZATION | $50,000 |
| DIOCESE OF BIRMINGHAM IN ALABAMA | ||||||
| 2121 3RD AVE N | BIRMINGHAM | AL | 35203 | N/A | SUPPORT NEEDS OF ORGANIZATION | $30,000 |
| CATHEDRAL OF ST PAUL | ||||||
| 2120 3RD AVE N | BIRMINGHAM | AL | 35203 | N/A | SUPPORT NEEDS OF ORGANIZATION | $38,500 |
| THE UNIVERSITY OF ALABAMA AT BIRMINGHAM | ||||||
| AB 1230 1720 2ND AVE S | BIRMINGHAM | AL | 35294 | N/A | SUPPORT NEEDS OF ORGANIZATION | $25,000 |
| JEFFERSON COUNTY JUNIOR MISS | ||||||
| 350 LAKESHORE DRIVE | HOMEWOOD | AL | 35209 | N/A | SUPPORT NEEDS OF ORGANIZATION | $10,000 |
| OUR LADY OF SORROWS CHURCH | ||||||
| 1728 OXMOOR ROAD | HOMEWOOD | AL | 35209 | N/A | SUPPORT NEEDS OF ORGANIZATION | $45,000 |
| OUR SUNDAY VISITOR INC | ||||||
| 200 NOLL PLAZA | HUNTINGTON | IN | 46750 | N/A | SUPPORT NEEDS OF ORGANIZATION | $35,000 |
| AMERICAN BASEBALL FOUNDATION | ||||||
| 833 SAINT VINCENTS DR STE 205A | BIRMINGHAM | AL | 35205 | N/A | SUPPORT NEEDS OF ORGANIZATION | $1,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $259,700 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $390,373 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$343,022 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $47,351 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47,351 | 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 |
| General Rule | Yes (X) | GeneralRuleInd |
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 | $3,699,586 | 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 | $13,849 | 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 | $5,497,236 | EOYBookValueAmt |
| EOYFMV | $5,497,236 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $8,120,047 | EOYBookValueAmt |
| EOYFMV | $8,120,047 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ETFS & CEFS | FMV | $1,179,056 | $1,179,056 |
| MUTUAL FUNDS | FMV | $341,064 | $341,064 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BAKER DONELSON | CategoryTxt |
| Legal Fees | $707 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $45,688 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $45,688 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN(LOSS) ON INVESTMENTS | Desc |
| Amt | $399,947 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL SERVICE | CategoryTxt |
| Amt | $971 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $599 | $0 | $0 |
| PAYROLL TAXES | $6,426 | $0 | $0 |
| 2019 FEDERAL TAX DUE | $6,724 | $0 | $0 |
| 2020 ESTIMATED TAX | $10,120 | $0 | $0 |
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