ZACK FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ZACK FAMILY FOUNDATION INC (EIN 46-2727574)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-26
- IRS object ID
- 202031789349100518
- Schema version
- 2019v5.1
- 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
- Applied To Prior Year Election
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-26T14:02:37-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591818353 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAUFMAN ROSSIN & COPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2699 S BAYSHORE DRIVE | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462727574 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZACK FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZACK | BusinessNameControlTxt |
| Phone | 3055398400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SE 2ND STREET NO 2800 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN N ZACK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3055398400 | PhoneNum |
| Signature | 2020-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT A STONE CPA | PreparerPersonNm |
| PTIN | P00082700 | PTIN |
| Phone | 3058585600 | PhoneNum |
| Preparation | 2020-04-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $969,119 | 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 | $250,748 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $137 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $137 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $21,448 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,448 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $328 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $251,076 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $128,238 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $272,661 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $149,823 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,472 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,736 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $173 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $173 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,724 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,724 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,369 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,633 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $40,069 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,633 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $30,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $232,592 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $144,190 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $191,623 | CashBOYAmt |
| Cash EOY | $2,025 | CashEOYAmt |
| Cash EOYFMV | $2,025 | CashEOYFMVAmt |
| Other Investments BOY | $507,363 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $929,553 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $967,094 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $698,986 | TotalAssetsBOYAmt |
| Total Assets EOY | $931,578 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $969,119 | 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 | $698,986 | RetainedEarningBOYAmt |
| Retained Earning EOY | $931,578 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $698,986 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $931,578 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $698,986 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $931,578 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $698,986 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $232,592 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $931,578 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $931,578 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CHARLES SCHWAB #7218 | P | $249,596 | $122,838 | $126,758 | $126,758 |
| CAPITAL GAINS DIVIDENDS | P | $1,480 | $1,480 | $1,480 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $128,238 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $49,458 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $703,313 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.070321 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $13,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $260,277 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049947 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $246,144 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,261 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.120268 | TotalDistributionRt |
| Average Distribution | 0.024054 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $885,123 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $21,291 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,442 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $22,733 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $30,700 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,442 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,442 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,442 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $5 | EsPenaltyAmt |
| Tax Due | $1,447 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAUFMAN ROSSIN & CO PA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3058585600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2699 SOUTH BAYSHORE DRIVE SUITE 300 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33133 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| STEPHEN N ZACK | ||||||||
| 100 SE 2ND STREET SUITE 2800 | MIAMI | FL | 33131 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| MARGUERITE ATKINS | ||||||||
| 100 SE 2ND STREET SUITE 2800 | MIAMI | FL | 33131 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| JASON S ZACK | ||||||||
| 100 SE 2ND STREET SUITE 2800 | MIAMI | FL | 33131 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| TRACEY M ZACK JOHNSON | ||||||||
| 100 SE 2ND STREET SUITE 2800 | MIAMI | FL | 33131 | DIRECTOR | 0.10 | $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 | $864,714 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,888 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $898,602 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $898,602 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,479 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $885,123 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,256 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,256 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,442 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,442 | TotalTaxAmt |
| Distributable Before Adj | $42,814 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $42,814 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $42,814 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $30,700 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $30,700 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,442 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $29,258 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,814 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $1,728 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,728 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $30,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,700 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,728 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,728 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $10,386 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEPHEN N ZACK | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABA FUND FOR JUSTICE AND EDUCATION | |||||||
| 321 N CLARK STREET | CHICAGO | IL | 60654 | N/A | PUBLIC CHARITY | GENERAL OPERATION | $1,000 |
| AMERICAN BAR FOUNDATION | |||||||
| 750 N LAKE SHORE DR | CHICAGO | IL | 60611 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $750 |
| COUNCIL ON FOREIGN RELATIONS | |||||||
| 58 EAST 68TH STREET | NEW YORK | NY | 10065 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| MIAMI DADE COLLEGE FOUNDATION | |||||||
| 300 NE 2ND AVE STE 1423-1 | MIAMI | FL | 33132 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| THE SUPREME COURT HISTORICAL SOCIETY | |||||||
| 224 EAST CAPITOL STREET NE | WASHINGTON | DC | 20003 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $1,250 |
| UNIVERSITY OF FLORIDA FOUNDATION | |||||||
| PO BOX 14425 | GAINESVILLE | FL | 32604 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $7,500 |
| FSU COLLEGE OF LAW | |||||||
| 425 W JEFFERSON ST | TALLAHASSEE | FL | 32306 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 |
| MARGAUX'S MIRACLE FOUNDATION | |||||||
| 2601 NW 29TH DRIVE | BOCA RATON | FL | 33434 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $1,500 |
| ABOTA FOUNDATION | |||||||
| 2001 BRYAN STREET SUITE 3000 | DALLAS | TX | 75201 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $2,000 |
| THE GRAHAM CENTER - FIU | |||||||
| 6843 MAIN STREET | MIAMI LAKES | FL | 33014 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| THE FIRST TREE OF MIAMI | |||||||
| 1802 NW 37TH AVE | MIAMI | FL | 33125 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $200 |
| NATIONAL CENTER FOR ACCESS TO JUSTICE AT FORDHAM LAW | |||||||
| 150 WEST 62ND STREET RM 7-165 | NEW YORK | NY | 10023 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $500 |
| THE ALPHA EPSILON PI FOUNDATION INC | |||||||
| 8815 WESLEYAN ROAD | INDIANAPOLIS | IN | 46268 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| CHILDREN'S MOVEMENT OF FLORIDA | |||||||
| 3520 SW 3RD AVE 305 | MIAMI | FL | 33129 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,700 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $137 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,448 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $328 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $21,913 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,913 | 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 | STEPHEN N ZACK | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SE 2ND STREET SUITE 2800 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $250,748 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1,000 SHARES OF AMERICAN TOWER CORP & 920 SHARES OF MAGELLAN MIDSTREAM PA | NoncashPropertyDesc |
| Fair Market Value | $250,748 | FairMarketValueAmt |
| Received | 2019-03-22 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,472 | Amt |
| Net Investment Income | $3,736 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE ZACK FAMILY FOUNDATION, INC. ELECTS TO APPLY DISTRIBUTIONS MADE IN 2017 TO THE 2015 UNDISTRIBUTED INCOME AMOUNT OF $513. THE TOTAL CONTRIBUTIONS MADE DURING 2017, OF $13,000, COVERS THE REQUIRED DISTRIBUTIONS FOR 2016 (OF $12,307) AND THE REMAINING UNDISTRIBUTED AMOUNT FOR 2015 (OF $513). | ElectionDesc |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD TOTAL INTERNATIONAL | AT COST | $78,030 | $78,641 |
| VANGUARD TOTAL STOCK | AT COST | $100,780 | $121,576 |
| VANGUARD ULTRA SHORT | AT COST | $564,731 | $566,858 |
| PARAMETRIC VOLATILITY | AT COST | $102,622 | $115,165 |
| VANGUARD GLBL MINIMUM | AT COST | $83,390 | $84,854 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVISOR FEES | Desc |
| Revenue And Expenses Per Books | $1,724 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,724 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $173 | Amt |
| Net Investment Income | $173 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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