ZYNE FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ZYNE FAMILY FOUNDATION INC (EIN 20-8982601)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-20
- IRS object ID
- 202502329349100110
- Schema version
- 2024v5.2
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-20T09:57:13-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | PRESIDENT | PersonTitleTxt |
| Phone | 2052904667 | PhoneNum |
| Signature | 2025-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT C HUNER CPA | PreparerPersonNm |
| PTIN | P00127181 | PTIN |
| Phone | 2058237723 | PhoneNum |
| Preparation | 2025-08-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $24,199,014 | 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 | $1,810,589 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $992,975 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $992,975 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $441,671 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,718,977 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $441,671 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,245,235 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,434,646 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $114,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,606 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,854 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $210 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,508 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,588 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $99,217 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $96,222 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $244,983 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $96,222 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,198,780 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,198,780 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,443,763 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $96,222 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,198,780 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,801,472 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,338,424 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,031,113 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,375,802 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,375,802 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,190,198 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $491,633 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $491,633 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,708,350 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,524,207 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,524,207 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,641,595 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,484,220 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,484,220 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,413,679 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,323,152 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,323,152 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $20,984,935 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,199,014 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,199,014 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,188 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,438 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,188 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,438 | 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 | $20,981,747 | RetainedEarningBOYAmt |
| Retained Earning EOY | $24,196,576 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,981,747 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,196,576 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,984,935 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,199,014 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,981,747 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,801,472 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,413,357 | OtherIncreasesAmt |
| Subtotal | $24,196,576 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,196,576 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (180 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| BREIT CL S REDEEM | P | 2024-01-04 | $8,124 | $8,010 | $114 | $114 | |
| ABRDN LIFE - CASH IN LIEU | P | 2024-04-30 | $9 | $9 | $0 | $0 | 2024-03-28 |
| ABRDN LIFE - CASH IN LIEU | P | 2024-07-01 | $1 | $1 | $0 | $0 | 2024-06-28 |
| ABRDN LIFE - CASH IN LIEU | P | 2024-10-01 | $14 | $14 | $0 | $0 | 2024-09-30 |
| ABRDN LIFE - LT | P | 2024-11-07 | $823 | $920 | -$97 | -$97 | |
| ABRDN LIFE - ST | P | 2024-11-07 | $73 | $69 | $4 | $4 | |
| US TSY NOTE | P | 2024-11-30 | $500,000 | $496,438 | $3,562 | $3,562 | 2023-11-15 |
| BANK OF NEW YORK MELLON CORP | P | 2024-05-30 | $5,317 | $3,104 | $2,213 | $2,213 | 2020-03-31 |
| BANK OF NEW YORK MELLON CORP | P | 2024-05-30 | $2,162 | $1,412 | $750 | $750 | 2020-04-28 |
| BROADCOM INC | P | 2024-02-27 | $106,364 | $25,796 | $80,568 | $80,568 | 2020-01-22 |
| BROADCOM INC | P | 2024-12-17 | $59,523 | $7,865 | $51,658 | $51,658 | 2020-01-22 |
| BROADCOM INC | P | 2024-12-17 | $59,523 | $7,865 | $51,658 | $51,658 | 2020-01-22 |
| BROADCOM INC | P | 2024-12-17 | $357,140 | $65,678 | $291,462 | $291,462 | 2020-12-31 |
| COCA COLA CO | P | 2024-05-30 | $4,206 | $3,048 | $1,158 | $1,158 | 2020-03-31 |
| COCA COLA CO | P | 2024-05-30 | $2,103 | $1,616 | $487 | $487 | 2020-04-28 |
| COMCAST CORP NEW CLASS A | P | 2024-05-30 | $3,423 | $3,095 | $328 | $328 | 2020-03-31 |
| COMCAST CORP NEW CLASS A | P | 2024-05-30 | $1,385 | $1,387 | -$2 | -$2 | 2020-04-28 |
| CROWN CASTLE INC | P | 2024-05-30 | $2,072 | $2,860 | -$788 | -$788 | 2020-03-31 |
| CROWN CASTLE INC | P | 2024-05-30 | $789 | $1,263 | -$474 | -$474 | 2020-04-28 |
| DIGITAL REALTY TRUST INC | P | 2024-05-30 | $3,308 | $3,002 | $306 | $306 | 2020-03-31 |
| ELI LILLY | P | 2024-02-27 | $62,220 | $9,484 | $52,736 | $52,736 | 2019-01-15 |
| ELI LILLY | P | 2024-02-27 | $76,815 | $16,884 | $59,931 | $59,931 | 2020-12-31 |
| JOHNSON & JOHNSON | P | 2024-07-23 | $41,037 | $34,798 | $6,239 | $6,239 | |
| JOHNSON & JOHNSON | P | 2024-07-23 | $15,408 | $13,065 | $2,343 | $2,343 | |
| MCDONALDS CORP | P | 2024-05-30 | $4,521 | $3,009 | $1,512 | $1,512 | 2020-03-31 |
| MCDONALDS CORP | P | 2024-05-30 | $1,758 | $1,322 | $436 | $436 | 2020-04-28 |
| MICROSOFT CORP | P | 2024-02-27 | $133,606 | $34,545 | $99,061 | $99,061 | 2019-01-15 |
| MICROSOFT CORP | P | 2024-07-23 | $198,699 | $46,830 | $151,869 | $151,869 | 2019-01-15 |
| MICROSOFT CORP | P | 2024-07-23 | $12,029 | $1,529 | $10,500 | $10,500 | 2016-09-11 |
| MICROSOFT CORP | P | 2024-07-23 | $12,029 | $2,835 | $9,194 | $9,194 | 2019-01-15 |
| PFIZER INC | P | 2024-04-23 | $61,888 | $88,256 | -$26,368 | -$26,368 | 2019-01-15 |
| WELLS FARGO & CO NEW | P | 2024-05-30 | $6,258 | $3,075 | $3,183 | $3,183 | 2020-03-31 |
| WELLS FARGO & CO NEW | P | 2024-05-30 | $3,424 | $1,725 | $1,699 | $1,699 | 2020-04-28 |
| ROYCE VALUE TRUST INC | P | 2024-03-25 | $2 | $2 | $0 | $0 | 2024-03-25 |
| ROYCE VALUE TRUST INC | P | 2024-06-25 | $2 | $2 | $0 | $0 | 2024-06-25 |
| ROYCE VALUE TRUST INC | P | 2024-09-24 | $6 | $6 | $0 | $0 | 2024-09-23 |
| ROYCE VALUE TRUST INC | P | 2024-12-24 | $11 | $10 | $1 | $1 | 2024-12-23 |
| US TSY BILL | P | 2024-01-16 | $269,400 | $269,400 | $0 | $0 | 2023-09-26 |
| WELLS FARGO & CO FXD TO 062025 949746RN3 | P | 2024-02-14 | $206,717 | $228,166 | -$21,449 | -$21,449 | |
| WELLS FARGO & CO FXD TO 062025 949746RN3 | P | 2024-02-15 | $25,235 | $27,825 | -$2,590 | -$2,590 | |
| HSBC HOLDINGS PLC 404280AP4 | P | 2024-03-14 | $200,000 | $210,908 | -$10,908 | -$10,908 | 2022-01-06 |
| NETFLIX INC 64110LAJ5 | P | 2024-03-22 | $202,848 | $227,376 | -$24,528 | -$24,528 | |
| BANK OF AMERICA CORP FXD TO 092024 060505EH3 | P | 2024-04-11 | $215,338 | $239,509 | -$24,171 | -$24,171 | |
| GENERAL MOTORS FINANCIAL CO INC 37045XBW5 | P | 2024-04-13 | $170,000 | $166,561 | $3,439 | $3,439 | 2023-03-07 |
| FINISTERRE UNCON EM MKT BD | P | 2024-05-06 | $52,160 | $63,260 | -$11,100 | -$11,100 | |
| FINISTERRE UNCON EM MKT BD | P | 2024-05-06 | $1,635 | $1,983 | -$348 | -$348 | |
| FINISTERRE UNCON EM MKT BD | P | 2024-05-06 | $1,205 | $1,461 | -$256 | -$256 | |
| DOMINION ENERGY INC FXD TO 102024 25746UBY4 | P | 2024-05-09 | $7,980 | $8,335 | -$355 | -$355 | 2019-06-20 |
| DOMINION ENERGY INC FXD TO 102024 25746UBY4 | P | 2024-05-09 | $15,960 | $16,917 | -$957 | -$957 | 2019-07-19 |
| DOMINION ENERGY INC FXD TO 102024 25746UBY4 | P | 2024-05-09 | $14,963 | $15,788 | -$825 | -$825 | 2019-07-24 |
| DOMINION ENERGY INC FXD TO 102024 25746UBY4 | P | 2024-05-09 | $16,958 | $17,978 | -$1,020 | -$1,020 | 2019-08-13 |
| DOMINION ENERGY INC FXD TO 102024 25746UBY4 | P | 2024-05-09 | $9,975 | $10,638 | -$663 | -$663 | 2019-09-10 |
| DOMINION ENERGY INC FXD TO 102024 25746UBY4 | P | 2024-05-09 | $23,940 | $25,920 | -$1,980 | -$1,980 | 2020-08-31 |
| DOMINION ENERGY INC FXD TO 102024 25746UBY4 | P | 2024-05-09 | $7,980 | $9,003 | -$1,023 | -$1,023 | 2020-12-16 |
| DOMINION ENERGY INC FXD TO 102024 25746UBY4 | P | 2024-05-09 | $22,943 | $25,628 | -$2,685 | -$2,685 | |
| DOMINION ENERGY INC FXD TO 102024 25746UBY4 | P | 2024-05-09 | $25,935 | $24,572 | $1,363 | $1,363 | 2022-06-22 |
| DOMINION ENERGY INC FXD TO 102024 25746UBY4 | P | 2024-05-09 | $6,983 | $6,615 | $368 | $368 | |
| DOMINION ENERGY INC FXD TO 102024 25746UBY4 | P | 2024-05-09 | $2,993 | $2,853 | $140 | $140 | 2022-07-12 |
| BANK OF AMERICA CORP FXD TO 032025 060505EN0 | P | 2024-06-05 | $21,281 | $24,219 | -$2,938 | -$2,938 | 2021-02-16 |
| BANK OF AMERICA CORP FXD TO 032025 060505EN0 | P | 2024-06-06 | $30,416 | $34,581 | -$4,165 | -$4,165 | 2020-08-31 |
| BANK OF AMERICA CORP FXD TO 032025 060505EN0 | P | 2024-06-06 | $5,068 | $5,753 | -$685 | -$685 | 2021-02-16 |
| BANK OF AMERICA CORP FXD TO 032025 060505EN0 | P | 2024-06-18 | $208,875 | $229,373 | -$20,498 | -$20,498 | |
| EDISON INTERNATIONAL FXD TO 062028 VAR 281020AX5 | P | 2024-07-25 | $155,285 | $151,833 | $3,452 | $3,452 | 2023-07-20 |
| EDISON INTERNATIONAL FXD TO 062028 VAR 281020AX5 | P | 2024-07-25 | $8,394 | $8,207 | $187 | $187 | 2023-07-20 |
| FORD MOTOR CO 6.625 10/01/2028 345370BY5 | P | 2024-07-25 | $164,871 | $176,559 | -$11,688 | -$11,688 | |
| GENERAL MOTORS FINANCIAL CO INC 37045XEV4 | P | 2024-07-25 | $171,814 | $169,264 | $2,550 | $2,550 | 2024-04-11 |
| GENERAL MOTORS FINANCIAL CO INC 37045XEV4 | P | 2024-07-25 | $87,414 | $84,657 | $2,757 | $2,757 | 2024-04-16 |
| HOWMET AEROSPACE INC 443201AB4 | P | 2024-07-25 | $144,987 | $134,449 | $10,538 | $10,538 | |
| MERCK & CO INC 58933YAX3 | P | 2024-07-25 | $142,559 | $162,700 | -$20,141 | -$20,141 | |
| NEWELL BRANDS INC 4.7% DUE 2026-04-01 651229AW6 | P | 2024-07-25 | $143,522 | $158,366 | -$14,844 | -$14,844 | |
| ALLY FINANCIAL INC 02005NBF6 | P | 2024-07-29 | $95,137 | $106,343 | -$11,206 | -$11,206 | 2022-01-12 |
| ARES CAPITAL CORP 04010LBE2 | P | 2024-07-29 | $59,691 | $51,289 | $8,402 | $8,402 | 2024-01-29 |
| BROADCOM INC 11135FAQ4 | P | 2024-07-29 | $81,375 | $97,447 | -$16,072 | -$16,072 | 2020-11-17 |
| BROADCOM INC 11135FAQ4 | P | 2024-07-29 | $21,062 | $25,471 | -$4,409 | -$4,409 | 2020-11-17 |
| BROADCOM INC 11135FAQ4 | P | 2024-07-29 | $6,701 | $6,460 | $241 | $241 | 2020-11-17 |
| BROADCOM INC 11135FAQ4 | P | 2024-07-29 | $8,616 | $10,408 | -$1,792 | -$1,792 | 2020-12-16 |
| BROADCOM INC 11135FAQ4 | P | 2024-07-29 | $32,550 | $38,546 | -$5,996 | -$5,996 | 2021-02-02 |
| BROADCOM INC 11135FAQ4 | P | 2024-07-29 | $19,147 | $22,511 | -$3,364 | -$3,364 | 2021-02-16 |
| COMCAST CORP 20030NCT6 | P | 2024-07-29 | $15,655 | $19,425 | -$3,770 | -$3,770 | 2020-08-31 |
| COMCAST CORP 20030NCT6 | P | 2024-07-29 | $6,849 | $8,119 | -$1,270 | -$1,270 | 2020-12-16 |
| DOMINION ENERGY INC FXD TO 062034 25746UDU0 | P | 2024-07-29 | $42,123 | $41,716 | $407 | $407 | 2024-06-20 |
| DTE ENERGY CO 23333BD8 | P | 2024-07-29 | $174,125 | $172,064 | $2,061 | $2,061 | 2023-11-09 |
| DTE ENERGY CO 23333BD8 | P | 2024-07-29 | $9,950 | $9,832 | $118 | $118 | 2023-11-09 |
| DTE ENERGY CO 233331BL0 | P | 2024-07-29 | $41,284 | $41,427 | -$143 | -$143 | 2024-07-16 |
| METLIFE INC 5.700% 59156RAM0 | P | 2024-07-29 | $204,362 | $196,094 | $8,268 | $8,268 | 2023-09-06 |
| MOLSON COORS BEVERAGE CO 60871RAD2 | P | 2024-07-29 | $98,421 | $99,063 | -$642 | -$642 | 2024-04-02 |
| PNC FIN SERVICES GROUP INC FXD 6.250% DUE2064-01-18 693475BP9 | P | 2024-07-29 | $13,747 | $13,057 | $690 | $690 | 2024-01-18 |
| WELLS FARGO & FXD TO 092028VAR 95002YAA1 | P | 2024-07-29 | $8,601 | $8,530 | $71 | $71 | 2024-02-15 |
| US TSY BOND | P | 2024-07-29 | $10,891 | $11,072 | -$181 | -$181 | 2023-07-12 |
| HCA INC | P | 2024-07-30 | $259,357 | $257,200 | $2,157 | $2,157 | 2024-05-15 |
| INTERNATIONAL BUSINESS MACHINES CORP 459200AM3 | P | 2024-07-31 | $186,397 | $229,567 | -$43,170 | -$43,170 | |
| SOUTHERN CALIFORNIA EDISON CO 842400GN7 | P | 2024-07-31 | $130,073 | $146,605 | -$16,532 | -$16,532 | |
| US TSY NOTE | P | 2024-08-02 | $48,979 | $49,121 | -$142 | -$142 | 2023-06-06 |
| US TSY NOTE | P | 2024-08-02 | $215,603 | $215,947 | -$344 | -$344 | 2023-06-15 |
| US TSY NOTE | P | 2024-08-02 | $2,057 | $1,974 | $83 | $83 | 2023-09-07 |
| US TSY NOTE | P | 2024-08-02 | $3,722 | $3,620 | $102 | $102 | 2024-07-29 |
| US TSY BOND | P | 2024-08-05 | $147,919 | $141,724 | $6,195 | $6,195 | 2023-07-12 |
| US TSY BOND | P | 2024-08-05 | $2,179 | $1,981 | $198 | $198 | 2023-09-07 |
| US TSY BOND | P | 2024-08-05 | $82,544 | $76,387 | $6,157 | $6,157 | 2024-02-08 |
| CITIGROUP INC FXD TO 082026 172967KM2 | P | 2024-08-07 | $157,969 | $180,867 | -$22,898 | -$22,898 | |
| CITIGROUP INC 172967HV6 | P | 2024-08-07 | $258,000 | $275,286 | -$17,286 | -$17,286 | |
| LOWE'S COS INC 548661DP9 | P | 2024-08-07 | $151,988 | $162,800 | -$10,812 | -$10,812 | |
| UTAH ACQUISITION SUB INC 62854AAN4 | P | 2024-08-07 | $132,813 | $146,960 | -$14,147 | -$14,147 | |
| WALMART INC 931142EE9 | P | 2024-08-07 | $130,580 | $150,701 | -$20,121 | -$20,121 | |
| FINISTERRE UNCON EM MKT BD | P | 2024-08-07 | $185,397 | $214,101 | -$28,704 | -$28,704 | |
| FINISTERRE UNCON EM MKT BD | P | 2024-08-07 | $15,415 | $15,170 | $245 | $245 | |
| BP CAPITAL MARKETS PLC FXD TO 092025 05565QDU9 | P | 2024-08-15 | $186,413 | $194,876 | -$8,463 | -$8,463 | |
| DISCOVER FINANCIAL SERVICES FX D TO 092025 254709AQ1 | P | 2024-08-15 | $251,058 | $274,601 | -$23,543 | -$23,543 | |
| US TSY BILL | P | 2024-08-19 | $777,016 | $775,421 | $1,595 | $1,595 | 2024-08-05 |
| US TSY BILL | P | 2024-08-19 | $207,577 | $207,334 | $243 | $243 | 2024-08-09 |
| US TSY BILL | P | 2024-08-19 | $7,185 | $7,179 | $6 | $6 | 2024-08-13 |
| US TSY BILL | P | 2024-08-19 | $605,466 | $605,379 | $87 | $87 | 2024-08-16 |
| US TSY BILL | P | 2024-08-19 | $213,759 | $213,698 | $61 | $61 | 2024-08-20 |
| US TSY BILL | P | 2024-08-19 | $114,184 | $114,085 | $99 | $99 | 2024-08-20 |
| DUKE ENERGY CORP 26441CCE3 | P | 2024-08-20 | $177,372 | $171,818 | $5,554 | $5,554 | 2024-06-25 |
| GOLDMAN SACHS GROUP FXD TO 112026 38148BAC2 | P | 2024-08-20 | $187,266 | $202,782 | -$15,516 | -$15,516 | |
| GOLDMAN SACHS GROUP FXD TO 112026 38148BAC2 | P | 2024-08-20 | $38,465 | $38,254 | $211 | $211 | 2024-07-29 |
| GOLDMAN SACHS GROUP FXD TO 112026 38148BAC2 | P | 2024-08-20 | $49,600 | $49,328 | $272 | $272 | 2024-08-08 |
| GOLDMAN SACHS GROUP FXD TO 112026 38148BAC2 | P | 2024-08-20 | $56,686 | $56,679 | $7 | $7 | 2024-08-19 |
| WELLS FARGO & CO 94974BFY1 | P | 2024-08-20 | $132,396 | $149,549 | -$17,153 | -$17,153 | |
| AERCAP HOLDINGS NV 00774YAA7 | P | 2024-08-23 | $153,100 | $159,527 | -$6,427 | -$6,427 | 2021-07-08 |
| SPRINT LLC 7.625% 85207UAK1 | P | 2024-08-23 | $149,389 | $151,355 | -$1,966 | -$1,966 | 2023-07-12 |
| SPRINT LLC 7.625% 85207UAK1 | P | 2024-08-23 | $87,573 | $88,144 | -$571 | -$571 | 2023-08-29 |
| BEST BUY CO INC 08652BAA7 | P | 2024-08-27 | $137,000 | $135,461 | $1,539 | $1,539 | |
| BP CAPITAL MARKETS PLC FXD TO 062030 4.8750% 05565QDV7 | P | 2024-09-03 | $2,969 | $2,962 | $7 | $7 | 2024-08-26 |
| CITIGROUP INC FXD TO 052028 VAR THRAFTR 7.375% 172967PC9 | P | 2024-09-03 | $1,052 | $1,060 | -$8 | -$8 | 2024-08-26 |
| CITIGROUP INC FXD TO 122025 VAR THRAFTR 4.0000% 172967MU2 | P | 2024-09-03 | $969 | $995 | -$26 | -$26 | 2024-08-26 |
| GENERAL MOTORS FIN CO FXD TO 092027 37045XCA2 | P | 2024-09-03 | $1,950 | $2,252 | -$302 | -$302 | |
| GOLDMAN SACHS GROUP INC/THE FX 7.500% DUE2064-08-26 38141GA79 | P | 2024-09-03 | $222,612 | $223,112 | -$500 | -$500 | 2024-08-26 |
| TRUIST FINANCIAL CORP 89832QAF6 | P | 2024-09-03 | $3,871 | $3,984 | -$113 | -$113 | 2024-08-26 |
| WELLS FARGO & FXD TO 092028VAR 95002YAA1 | P | 2024-09-03 | $2,152 | $2,195 | -$43 | -$43 | 2024-02-15 |
| US TSY BILL | P | 2024-09-03 | $295,400 | $294,194 | $1,206 | $1,206 | 2024-08-05 |
| US TSY BILL | P | 2024-09-03 | $310,400 | $309,817 | $583 | $583 | 2024-08-20 |
| US TSY BILL | P | 2024-09-03 | $137,800 | $137,680 | $120 | $120 | 2024-08-27 |
| US TSY BILL | P | 2024-09-04 | $569,993 | $569,890 | $103 | $103 | 2024-09-03 |
| BLACKROCK LTD DURATION INC | P | 2024-09-05 | $80,499 | $82,359 | -$1,860 | -$1,860 | |
| NUVEEN CREDIT STRAT INC FD | P | 2024-09-05 | $24,070 | $26,972 | -$2,902 | -$2,902 | |
| WESTERN ASSET HIGH INC OPPTY | P | 2024-09-05 | $77,582 | $93,814 | -$16,232 | -$16,232 | |
| JPMORGAN CHASE & CO FXD TO 48128BAQ4 | P | 2024-09-12 | $160,199 | $152,883 | $7,316 | $7,316 | 2024-03-19 |
| NEXTERA ENERGY CAP HLDGS INC FXD 65339KCW8 | P | 2024-09-12 | $205,838 | $198,896 | $6,942 | $6,942 | 2024-04-23 |
| PNC FIN SERVICES GROUP INC FXD TO 092027 693475BF1 | P | 2024-09-12 | $164,980 | $156,805 | $8,175 | $8,175 | |
| TRUIST FINANCIAL CORP 89832QAE9 | P | 2024-09-12 | $208,650 | $224,357 | -$15,707 | -$15,707 | |
| EDISON INTERNATIONAL FXD TO 03 5.375% DUE 2061-03-16 281020AS6 | P | 2024-09-17 | $283,819 | $278,426 | $5,393 | $5,393 | |
| BLACKROCK LTD DURATION INC | P | 2024-09-23 | $67,385 | $69,310 | -$1,925 | -$1,925 | |
| NUVEEN CREDIT STRAT INC FD | P | 2024-09-23 | $81,646 | $94,730 | -$13,084 | -$13,084 | |
| GOLDMAN SACHS GRO | P | 2024-09-24 | $214,692 | $198,908 | $15,784 | $15,784 | |
| US TSY BILL | P | 2024-09-24 | $2,997 | $2,994 | $3 | $3 | 2024-09-13 |
| US TSY BILL | P | 2024-09-24 | $308,728 | $308,463 | $265 | $265 | 2024-09-17 |
| US TSY BILL | P | 2024-09-24 | $1,998 | $1,997 | $1 | $1 | 2024-09-19 |
| US TSY BILL | P | 2024-09-24 | $185,836 | $185,835 | $1 | $1 | 2024-09-23 |
| NUVEEN CREDIT STRAT INC FD | P | 2024-09-26 | $37,091 | $42,734 | -$5,643 | -$5,643 | |
| US TSY BILL | P | 2024-10-01 | $2,800 | $2,789 | $11 | $11 | 2024-08-30 |
| US TSY BILL | P | 2024-10-01 | $59,000 | $58,772 | $228 | $228 | 2024-09-03 |
| US TSY BILL | P | 2024-10-01 | $183,200 | $182,634 | $566 | $566 | 2024-09-06 |
| US TSY BILL | P | 2024-10-01 | $733,800 | $731,975 | $1,825 | $1,825 | 2024-09-12 |
| US TSY BILL | P | 2024-10-01 | $4,800 | $4,790 | $10 | $10 | 2024-09-13 |
| US TSY BILL | P | 2024-10-01 | $182,000 | $181,885 | $115 | $115 | 2024-09-25 |
| US TSY BILL | P | 2024-10-07 | $1,216,570 | $1,215,717 | $853 | $853 | 2024-10-01 |
| US TSY BILL | P | 2024-10-07 | $1,196 | $1,195 | $1 | $1 | 2024-10-02 |
| US TSY BILL | P | 2024-11-05 | $146,000 | $145,503 | $497 | $497 | 2024-10-09 |
| US TSY BILL | P | 2024-11-05 | $13,100 | $13,067 | $33 | $33 | 2024-10-16 |
| US TSY BILL | P | 2024-11-05 | $100 | $100 | $0 | $0 | 2024-10-23 |
| US TSY BILL | P | 2024-11-05 | $100 | $100 | $0 | $0 | 2024-11-01 |
| ALLY FINANCIAL INC 02005NBF6 | P | 2024-11-12 | $2,007 | $2,239 | -$232 | -$232 | 2022-01-12 |
| ARES CAPITAL CORP 04010LBE2 | P | 2024-11-12 | $2,067 | $2,088 | -$21 | -$21 | 2024-09-24 |
| CHARLES SCHWAB CORP 808513BD6 | P | 2024-11-12 | $5,044 | $5,035 | $9 | $9 | 2024-09-24 |
| CITIGROUP INC FXD TO 052028 VAR THRAFTR 7.375% 172967PC9 | P | 2024-11-12 | $7,480 | $5,734 | $1,746 | $1,746 | 2024-08-26 |
| CITIGROUP INC FXD TO 122025 VAR THRAFTR 4.0000% 172967MU2 | P | 2024-11-12 | $2,951 | $2,984 | -$33 | -$33 | 2024-08-26 |
| FLEX LTD 33938XAA3 | P | 2024-11-12 | $1,974 | $2,010 | -$36 | -$36 | 2024-09-24 |
| FORD MOTOR CO 345370DB3 | P | 2024-11-12 | $3,041 | $3,121 | -$80 | -$80 | 2024-09-24 |
| GENERAL MOTORS FIN CO FXD TO 092027 37045XCA2 | P | 2024-11-12 | $7,873 | $8,524 | -$651 | -$651 | |
| GOLDMAN SACHS GROUP INC/THE FX 7.500% DUE2064-08-26 38141GA79 | P | 2024-11-12 | $5,295 | $5,458 | -$163 | -$163 | 2024-10-07 |
| PNC FIN SERVICES GROUP INC FXD 6.250% DUE2064-01-18 693475BP9 | P | 2024-11-12 | $1,015 | $1,021 | -$6 | -$6 | 2024-09-24 |
| TRUIST FINANCIAL CORP 89832QAF6 | P | 2024-11-12 | $3,935 | $3,961 | -$26 | -$26 | 2024-07-31 |
| US TSY BILL | P | 2024-12-03 | $171,300 | $170,718 | $582 | $582 | 2024-11-05 |
| US TSY BILL | P | 2024-12-03 | $13,900 | $13,867 | $33 | $33 | 2024-11-13 |
| US TSY BILL | P | 2024-12-03 | $29,400 | $29,349 | $51 | $51 | 2024-11-18 |
| US TSY BILL | P | 2024-12-03 | $5,000 | $4,995 | $5 | $5 | 2024-11-22 |
| US TSY BILL | P | 2024-12-11 | $103,140 | $103,016 | $124 | $124 | 2024-12-02 |
| US TSY BILL | P | 2024-12-11 | $31,221 | $31,194 | $27 | $27 | 2024-12-04 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $441,671 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,604 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,604 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,604 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,157 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $40,157 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $32 | EsPenaltyAmt |
| Overpayment | $21,521 | OverpaymentAmt |
| Applied To ES Tax | $21,521 | 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 | Yes (1) | 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 |
|---|---|---|---|---|---|---|---|---|
| KIMBERLY E STEPHENS | ||||||||
| 104 OXMOOR RD STE 144 | BIRMINGHAM | AL | 35209 | PRESIDENT | 2.00 | $36,000 | $0 | $0 |
| JENNY T STEPHENS | ||||||||
| 104 OXMOOR RD STE 144 | BIRMINGHAM | AL | 35209 | VICE PRESIDENT | 0.20 | $0 | $0 | $0 |
| STANLEY C HUNER | ||||||||
| 104 OXMOOR RD STE 144 | BIRMINGHAM | AL | 35209 | SECRETARY/TREASURER | 1.00 | $24,000 | $0 | $0 |
| JOSEPH R STEPHENS JR | ||||||||
| 104 OXMOOR RD STE 144 | BIRMINGHAM | AL | 35209 | VICE PRESIDENT/ASSISTANT TREASURER | 1.00 | $12,000 | $0 | $0 |
| KIMBERLY E STEPHENS | ||||||||
| 104 OXMOOR RD STE 144 | BIRMINGHAM | AL | 35209 | EXECUTIVE DIRECTOR | 0.20 | $5,250 | $0 | $0 |
| DANA S TRAVIS | ||||||||
| 104 OXMOOR RD STE 144 | BIRMINGHAM | AL | 35209 | CLASS A DIRECTOR | 0.20 | $5,250 | $0 | $0 |
| VALERIE S WHITT | ||||||||
| 104 OXMOOR RD STE 144 | BIRMINGHAM | AL | 35209 | CLASS A DIRECTOR | 0.20 | $5,250 | $0 | $0 |
| STANLEY C HUNER | ||||||||
| 104 OXMOOR RD STE 144 | BIRMINGHAM | AL | 35209 | CLASS B DIRECTOR | 0.20 | $5,250 | $0 | $0 |
| JENNY T STEPHENS | ||||||||
| 104 OXMOOR RD STE 144 | BIRMINGHAM | AL | 35209 | CLASS A DIRECTOR | 0.20 | $5,250 | $0 | $0 |
| NATALIE S SLOVENSKY | ||||||||
| 104 OXMOOR RD STE 144 | BIRMINGHAM | AL | 35209 | CLASS A DIRECTOR | 0.20 | $5,250 | $0 | $0 |
| NATHAN STEPHENS | ||||||||
| 104 OXMOOR RD STE 144 | BIRMINGHAM | AL | 35209 | CLASS A DIRECTOR | 0.20 | $5,250 | $0 | $0 |
| JOSEPH R STEPHENS JR | ||||||||
| 104 OXMOOR RD STE 144 | BIRMINGHAM | AL | 35209 | CLASS A DIRECTOR | 0.20 | $5,250 | $0 | $0 |
| HARRISON ADAMS | ||||||||
| 104 OXMOOR RD STE 144 | BIRMINGHAM | AL | 35209 | CLASS A DIRECTOR | 0.20 | $0 | $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 | $21,780,623 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,286,901 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,067,524 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,067,524 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $361,013 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,706,511 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,185,326 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,185,326 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,604 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,604 | TotalTaxAmt |
| Distributable Before Adj | $1,166,722 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,166,722 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,166,722 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,198,780 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,198,780 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,166,722 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,198,780 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,166,722 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $32,058 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $32,058 | 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 | $32,058 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $32,058 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ZYNE FAMILY FOUNDATION - GRANTS COM | 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 CAN BE SUBMITTED VIA THE FOUNDATION'S WEBSITE, E-MAIL OR U.S. MAIL. ALL OF THE REQUIRED INFORMATION FOR GRANT APPLICATIONS CAN BE FOUND ON THE FOUNDATION'S WEBSITE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | ALL APPLICATIONS MUST BE RECEIVED BY SEPTEMBER 1 TO BE CONSIDERED FOR THE CURRENT CALENDAR YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION ACCEPTS UNSOLICITED APPLICATIONS FROM ORGANIZATIONS THAT MEET THE FOUNDATION'S REQUIREMENTS AND INTERESTS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 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 | PC | SUPPORT NEEDS OF ORGANIZATION | $125,000 |
| AMERICAN BASEBALL FOUNDATION | ||||||
| 833 SAINT VINCENTS DR STE 205A | BIRMINGHAM | AL | 35205 | PC | SUPPORT NEEDS OF ORGANIZATION | $10,000 |
| BIRMINGHAM METRO BAPTIST ASSOCIATION | ||||||
| 1449 MEDICAL PARK DR S | BIRMINGHAM | AL | 35213 | PC | SUPPORT NEEDS OF ORGANIZATION | $10,000 |
| CATHEDRAL OF SAINT PAUL | ||||||
| 2120 THIRD AVENUE NORTH | BIRMINGHAM | AL | 35203 | PC | SUPPORT NEEDS OF ORGANIZATION | $130,000 |
| CHILDREN'S HARBOR | ||||||
| 434 CHILDRENS HARBOR DRIVE | ECLECTIC | AL | 36024 | PC | SUPPORT NEEDS OF ORGANIZATION | $10,000 |
| CLOSET OF HOPE | ||||||
| 4930 CALDWELL MILL LANE | BIRMINGHAM | AL | 35242 | PC | SUPPORT NEEDS OF ORGANIZATION | $10,000 |
| COMMUNITY FOOD BANK OF CENTRAL ALABAMA | ||||||
| 107 WALTER DAVIS DRIVE | BIRMINGHAM | AL | 35209 | PC | SUPPORT NEEDS OF ORGANIZATION | $135,000 |
| EASTER SEALS OF BIRMINGHAM | ||||||
| 529 BEACON PKWY W 214 | BIRMINGHAM | AL | 35209 | PC | SUPPORT NEEDS OF ORGANIZATION | $50,000 |
| EPARCHY OF OUR LADY OF LEBANON | ||||||
| 1021 S 10TH ST | ST LOUIS | MO | 63104 | PC | SUPPORT NEEDS OF ORGANIZATION | $175,000 |
| FIRST FRUIT MINISTRIES | ||||||
| 2750 VANCE ST | WILMINGTON | NC | 28412 | PF | SUPPORT NEEDS OF ORGANIZATION | $45,000 |
| HEDGES & HIWAYS PRISON MINISTRIES | ||||||
| PO BOX 110275 | BIRMINGHAM | AL | 35211 | PC | SUPPORT NEEDS OF ORGANIZATION | $40,000 |
| JEFFERSON COUNTY JUNIOR MISS | ||||||
| 350 LAKESHORE DRIVE | HOMEWOOD | AL | 35209 | PC | SUPPORT NEEDS OF ORGANIZATION | $10,000 |
| JOHN CARROLL HIGH SCHOOL | ||||||
| 300 LAKESHORE PKWY | BIRMINGHAM | AL | 35209 | PC | SUPPORT NEEDS OF ORGANIZATION | $42,400 |
| JONES VALLEY URBAN FARM | ||||||
| 701 25TH ST N | BIRMINGHAM | AL | 35203 | PC | SUPPORT NEEDS OF ORGANIZATION | $25,000 |
| LIBERTY LEARNING FOUNDATION | ||||||
| 3414 GOVERNORS DRIVE | HUNTSVILLE | AL | 35805 | PC | SUPPORT NEEDS OF ORGANIZATION | $10,000 |
| OUR LADY OF SORROWS CHURCH | ||||||
| 1728 OXMOOR RD | HOMEWOOD | AL | 35209 | PC | SUPPORT NEEDS OF ORGANIZATION | $35,000 |
| ST GEORGE MELKITE GREEK CATHOLIC CHURCH | ||||||
| 425 16TH AVE S | BIRMINGHAM | AL | 35205 | PC | SUPPORT NEEDS OF ORGANIZATION | $25,000 |
| ST ELIAS MARONITE CHURCH | ||||||
| 836 8TH ST S | BIRMINGHAM | AL | 35205 | PC | SUPPORT NEEDS OF ORGANIZATION | $100,000 |
| ST JOSEPH CATHOLIC SCHOOL | ||||||
| 115 PLUM ST | FLORENCE | AL | 35630 | PC | SUPPORT NEEDS OF ORGANIZATION | $50,000 |
| ST ROSE ACADEMY | ||||||
| 1401 22ND ST S | BIRMINGHAM | AL | 35205 | PC | SUPPORT NEEDS OF ORGANIZATION | $60,000 |
| ST VINCENTS FOUNDATION OF AL | ||||||
| 1130 22ND ST S SUITE 1000 | BIRMINGHAM | AL | 35205 | PC | SUPPORT NEEDS OF ORGANIZATION | $25,000 |
| STUDIO 3 16 DONOR ADVISED FUND | ||||||
| 12 EAST 49TH ST 7TH FL | NEW YORK | NY | 10017 | PC | SUPPORT NEEDS OF ORGANIZATION | $16,380 |
| UNITED FOR LIFE FOUNDATION | ||||||
| 2256 ROCKY RIDGE RD STE 102 | BIRMINGHAM | AL | 35216 | PC | SUPPORT NEEDS OF ORGANIZATION | $25,000 |
| WETLANDS AMERICA TRUST | ||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 38120 | PC | SUPPORT NEEDS OF ORGANIZATION | $20,000 |
| WOOLEY INSTITUTE FOR SPOKEN LANGUAGE EDUCATION | ||||||
| 400 CORPORATE PKWY | BIRMINGHAM | AL | 35242 | PC | SUPPORT NEEDS OF ORGANIZATION | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,198,780 | 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 | $992,975 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $441,671 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,434,646 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,434,646 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ESTATE OF JOSEPH ZYNE | ||||||
| 1 | 104 OXMOOR RD SUITE 144 | BIRMINGHAM | AL | 35209 | $363,190 | Yes (X) |
| ZYNE FAMILY TRUST UWO ROSE B ZYNE | ||||||
| 2 | 104 OXMOOR RD SUITE 144 | BIRMINGHAM | AL | 35209 | $1,447,399 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & LEGAL | CategoryTxt |
| Amt | $21,606 | 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 | $8,484,220 | EOYBookValueAmt |
| EOYFMV | $8,484,220 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $10,524,207 | EOYBookValueAmt |
| EOYFMV | $10,524,207 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $491,633 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $491,633 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ETFS & CEFS | FMV | $828,492 | $828,492 |
| MUTUAL FUNDS | FMV | $1,122,536 | $1,122,536 |
| ALTERNATIVES | FMV | $1,372,124 | $1,372,124 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $96,222 | $96,222 | $0 |
| OFFICE EXPENSE | $2,292 | $0 | $0 |
| WEBSITE | $703 | $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 | $1,413,357 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| AMOUNT DUE PAYROLL TAXES | $2,438 | $2,438 |
| AMOUNT DUE FORMER DIRECTOR | $750 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL SERVICE | CategoryTxt |
| Amt | $1,854 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $5,508 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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