ZAHN FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ZAHN FOUNDATION INC (EIN 46-3076181)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-10
- IRS object ID
- 202031929349101473
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-10T17:44:31-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1411 BROADWAY 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | 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 | 463076181 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZAHN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % STEVEN ZAHN | InCareOfNm |
| Business Name Control | ZAHN | BusinessNameControlTxt |
| Phone | 8649721982 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 REEDER POINT ROAD | AddressLine1Txt |
| City | FAIR PLAY | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 296432346 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN ZAHN | PersonNm |
| Person Title | PRES/TREAS | PersonTitleTxt |
| Phone | 8649721982 | PhoneNum |
| Signature | 2020-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALFRED ERDMANN CPA | PreparerPersonNm |
| PTIN | P00427974 | PTIN |
| Phone | 2127519100 | PhoneNum |
| Preparation | 2020-05-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.124.179.67 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 22006220201925001347 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-07-10 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E67E4D756AF800A8CCDAE5CE1ACEA701315B5549 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 26AFAFBB5600322D6E89E54C209108A7D7F44349 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,461,243 | 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 | $324,951 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $114,131 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $105,157 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,219 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $636,994 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $23,394 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$7,196 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$7,196 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $455,105 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $121,355 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $3,525 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,525 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $24,337 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24,292 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $33 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,862 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,817 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $33 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $101,976 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $101,976 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $129,838 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,817 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $102,009 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $325,267 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $93,538 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $260,298 | CashBOYAmt |
| Cash EOY | $407,384 | CashEOYAmt |
| Cash EOYFMV | $407,384 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $61,325 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $111,284 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $111,284 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,535,011 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,584,602 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,935,532 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $91 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,043 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,043 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,856,725 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,110,313 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,461,243 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,856,725 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,110,313 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,856,725 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,110,313 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,856,725 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,110,313 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,856,725 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $325,267 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,181,992 | SubtotalAmt |
| Other Decreases | $71,679 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,110,313 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MERRILL LYNCH 02597 LT COVERED | 2012-08-15 | 2019-04-05 | $38 | $12 | $26 | $26 |
| MERRILL LYNCH 02597 LT COVERED | 2012-08-10 | 2019-06-06 | $48 | $26 | $22 | $22 |
| MERRILL LYNCH 02597 OTHER | 2019-06-06 | 2019-06-06 | $18 | $18 | $18 | |
| MERRILL LYNCH 02709 ST COVERED | 2018-05-17 | 2019-04-01 | $71,387 | $75,009 | -$3,622 | -$3,622 |
| MERRILL LYNCH 02709 LT COVERED | 2016-07-08 | 2019-10-30 | $181,066 | $188,981 | -$7,863 | -$7,915 |
| MERRILL LYNCH 02712 ST COVERED | 2019-04-10 | 2019-11-11 | $27,730 | $28,940 | -$1,210 | -$1,210 |
| MERRILL LYNCH 02712 LT COVERED | 2016-08-05 | 2019-11-06 | $80,836 | $66,521 | $14,368 | $14,315 |
| MERRILL LYNCH 02713 ST COVERED | 2018-08-15 | 2019-04-04 | $4,312 | $3,868 | $444 | $444 |
| MERRILL LYNCH 02713 LT COVERED | 2017-12-15 | 2019-12-09 | $18,774 | $16,154 | $2,620 | $2,620 |
| MERRILL LYNCH 02714 ST COVERED | 2018-12-26 | 2019-10-23 | $20,213 | $19,482 | $731 | $731 |
| MERRILL LYNCH 02714 LT COVERED | 2017-01-06 | 2019-11-19 | $44,309 | $34,411 | $9,898 | $9,898 |
| MERRILL LYNCH 02710 ST COVERED | 2019-03-25 | 2019-11-25 | $121,244 | $128,655 | -$7,411 | -$7,411 |
| MERRILL LYNCH 02710 LT COVERED | 2017-03-07 | 2019-12-26 | $42,854 | $36,780 | $6,074 | $6,074 |
| MERRILL LYNCH 02711 ST COVERED | 2019-07-19 | 2019-12-13 | $7,815 | $8,647 | -$832 | -$832 |
| MERRILL LYNCH 02711 LT COVERED | 2016-07-18 | 2019-12-18 | $9,376 | $6,219 | $3,157 | $3,157 |
| MERRILL LYNCH - CAPITAL GAIN DISTRIBUTIONS | $6,974 | $6,974 | $6,974 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $23,394 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $108,242 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,680,502 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.02941 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $137,220 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,287,623 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041738 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $36,552 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,613,184 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.022658 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $23,193 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $171,764 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.135028 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,641 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $32,341 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.205343 | DistributionYr5Rt |
| Total Distribution | 0.434177 | TotalDistributionRt |
| Average Distribution | 0.086835 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,107,744 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $356,696 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $935 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $357,631 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $102,009 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,871 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,871 | SubtotalAmt |
| Tax Based On Investment Income | $1,871 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,451 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $13,451 | TotalPaymentsAndCreditsAmt |
| Overpayment | $11,580 | OverpaymentAmt |
| Applied To ES Tax | $11,580 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | SC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN ZAHN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8649721982 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 REEDER POINT ROAD | AddressLine1Txt |
| City | FAIR PLAY | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29643 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| STEVEN ZAHN | ||||||||
| 107 REEDER POINT ROAD | FAIR PLAY | SC | 29643 | PRES/TRES | 10.0 | $0 | $0 | $0 |
| TERI ZAHN | ||||||||
| 107 REEDER POINT ROAD | FAIR PLAY | SC | 29643 | SECRETARY | 5.0 | $0 | $0 | $0 |
| MILLICENT ZAHN-RUDNICK | ||||||||
| 200 BRADLEY PLACE APT 401 | PALM BEACH | FL | 33480 | VICE PRESIDENT | 2.0 | $0 | $0 | $0 |
| SANDRA ZAHN - ORECK | ||||||||
| 19373 CEDAR GLEN DRIVE | BOCA RATON | FL | 33434 | BOARD MEMBER | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,608,009 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $555,246 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,043 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,170,298 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,170,298 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,554 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,107,744 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $205,387 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $205,387 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,871 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,871 | TotalTaxAmt |
| Distributable Before Adj | $203,516 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $203,516 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $203,516 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $102,009 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $102,009 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $102,009 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $203,516 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $92,128 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $102,009 | QualifyingDistributionsAmt |
| Applied To Year1 | $92,128 | AppliedToYear1Amt |
| Applied To Current Year | $9,881 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $193,635 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MILLICENT ZAHN-RUDNICK | ContributingManagerNm |
| Contributing Manager | STEVEN ZAHN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ADDRESSES ON FILE AT | AddressLine1Txt |
| Address Line2 | 107 REEDER POINT ROAD | AddressLine2Txt |
| City | FAIR PLAY | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 296432346 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | UNRESTRICTED | GrantOrContributionPurposeTxt |
| Amt | $101,976 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $101,976 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $114,131 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $23,219 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| ORDINARY LOSS - ENTERPRISE PRODUCTS PARTNERS LP | 523000 | -$7,196 |
| MISCELLANEOUS INCOME | 523000 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$7,196 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $137,350 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $130,154 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| Millicent Zahn-Rudnick | ||||||
| 1 | 200 BRADLEY PLACE APT 401 | PALM BEACH | FL | 33480 | $250,000 | Yes (X) |
| STEVEN TERI ZAHN | ||||||
| 2 | 107 REEDER POINT ROAD | FAIR PLAY | SC | 29643 | $74,951 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 3 | ContributorNum |
| Noncash Property | 342 SHARES OF HERSHEY 179 SHARES OF MICROSOFT | NoncashPropertyDesc |
| Fair Market Value | $74,951 | FairMarketValueAmt |
| Received | 2019-10-25 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH - EQUITY SEC | StockNm |
| EOY Book Value | $2,584,602 | EOYBookValueAmt |
| EOYFMV | $3,935,532 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE FROM BROKER | $91 | $0 | $0 |
| EXCHANGE | $0 | $7,043 | $7,043 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STOCK CONTRIBUTION EXCESS OVER COST | Desc |
| Amt | $71,679 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $24,292 | $24,292 | |
| MISC EXPENSE | $33 | $33 | |
| NON DEDUCTIBLE EXPENSE | $12 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORDINARY LOSS - ENTERPRISE PRODUCTS PTRS | Desc |
| Revenue And Expenses Per Books | -$7,196 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$7,196 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $3,525 | Amt |
| Net Investment Income | $3,525 | NetInvestmentIncomeAmt |
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