ZAHN FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ZAHN FOUNDATION INC (EIN 46-3076181)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-20
- IRS object ID
- 201931409349100268
- Schema version
- 2018v3.1
- 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 | 2019-05-20T14:00:14-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2127519100 | PhoneNum |
| Signature | 2019-05-15 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 198.46.120.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 22006220191345000220 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 06408D9574DEA3239B13A876F5C255CD2ED89378 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 06408D9574DEA3239B13A876F5C255CD2ED89378 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,568,775 | 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 | $339,293 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $111,126 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $104,819 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $469,759 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,909,364 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $469,759 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$3,779 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$3,779 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $916,399 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $570,799 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $29,773 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,920 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $20,469 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20,412 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $57 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $50,242 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,332 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $57 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $108,185 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $108,185 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $158,427 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,332 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $108,242 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $757,972 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $547,467 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $383,561 | CashBOYAmt |
| Cash EOY | $260,298 | CashEOYAmt |
| Cash EOYFMV | $260,298 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $121,543 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $61,325 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $61,325 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,911,930 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,535,011 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,247,061 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,643 | OtherAssetsBOYAmt |
| Other Assets EOY | $91 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $91 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,418,677 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,856,725 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,568,775 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,418,677 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,856,725 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,418,677 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,856,725 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,418,677 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,856,725 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,418,677 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $757,972 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,176,649 | SubtotalAmt |
| Other Decreases | $319,924 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,856,725 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH 02597 LT NONCOVERED | 1990-01-02 | 2018-07-11 | $35,300 | $7,550 | $27,750 | $27,750 | |
| MERRILL LYNCH 02709 LT COVERED | 2018-05-17 | $66,871 | $61,956 | $4,915 | $4,915 | ||
| MERRILL LYNCH 02709 LT NONCOVERED | 2018-05-17 | $234,827 | $58,821 | $176,006 | $176,006 | ||
| MERRILL LYNCH 02709 PHILLIPS 66 | 2012-05-04 | 2018-05-17 | $27,847 | $110 | $27,737 | $27,737 | |
| MERRILL LYNCH 02710 ST COVERED | $558,258 | $638,779 | -$80,521 | -$80,521 | |||
| MERRILL LYNCH 02710 BAYER AG | 2018-07-02 | 2018-07-02 | $169 | $169 | |||
| MERRILL LYNCH 02710 LT COVERED | $114,999 | $103,190 | $11,809 | $11,809 | |||
| MERRILL LYNCH 02710 LT NONCOVERED | $241,450 | $15,617 | $225,833 | $225,833 | |||
| MERRILL LYNCH 02710 BANCO SANTANDER | 2018-11-14 | 2018-11-14 | $1 | $1 | $1 | ||
| MERRILL LYNCH 02711 ST COVERED | $23,604 | $27,331 | -$3,727 | -$3,727 | |||
| MERRILL LYNCH 02711 LT COVERED | $17,188 | $14,155 | $3,033 | $3,033 | |||
| MERRILL LYNCH 02712 ST COVERED | $154,372 | $179,324 | -$24,952 | -$24,952 | |||
| MERRILL LYNCH 02712 LT COVERED | $98,658 | $98,780 | -$122 | -$122 | |||
| MERRILL LYNCH 02712 LT NONCOVERED | 2018-05-17 | $85,172 | $7,597 | $77,575 | $77,575 | ||
| MERRILL LYNCH 02713 ST COVERED | $59,469 | $67,975 | -$8,506 | -$8,506 | |||
| MERRILL LYNCH 02713 LT COVERED | $35,563 | $25,912 | $9,651 | $9,651 | |||
| MERRILL LYNCH 02714 ST COVERED | $73,087 | $82,907 | -$9,820 | -$9,820 | |||
| MERRILL LYNCH 02714 LT COVERED | $61,837 | $49,432 | $12,405 | $12,405 | |||
| CAPITAL GAIN DIVIDENDS | $20,833 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $469,759 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $137,220 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,287,623 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041738 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $36,552 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,613,184 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.022658 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $23,193 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $171,764 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.135028 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,641 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $32,341 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.205343 | DistributionYr4Rt |
| Total Distribution | 0.404767 | TotalDistributionRt |
| Average Distribution | 0.101192 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,680,502 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $372,437 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,475 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $377,912 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $108,242 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,949 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,949 | SubtotalAmt |
| Tax Based On Investment Income | $10,949 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $24,400 | TotalPaymentsAndCreditsAmt |
| Overpayment | $13,451 | OverpaymentAmt |
| Applied To ES Tax | $13,451 | 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 | ||||||||
| 200-401 BRADLEY PLACE | 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 | $3,267,891 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $468,568 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $91 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,736,550 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,736,550 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $56,048 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,680,502 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $184,025 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $184,025 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,949 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,949 | TotalTaxAmt |
| Distributable Before Adj | $173,076 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $173,076 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $173,076 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $108,242 | 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 | $108,242 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $108,242 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $173,076 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $27,294 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $108,242 | QualifyingDistributionsAmt |
| Applied To Year1 | $27,294 | AppliedToYear1Amt |
| Applied To Current Year | $80,948 | 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 | $92,128 | 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 | $108,185 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $108,185 | 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 | $111,127 | 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 | $469,758 | 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 | -$3,779 |
| MISCELLANEOUS INCOME | 523000 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$3,779 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $580,885 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $577,106 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| Millicent Zahn-Rudnick | |||||||
| 1 | 200 BRADLEY PLACE APT 401 | PALM BEACH | FL | 33480 | $249,052 | Yes (X) | |
| SANDRA ZAHN ORECK | |||||||
| 2 | 19373 CEDAR GLEN DRIVE | BOCA RATON | FL | 33434 | $15,000 | Yes (X) | |
| STEVEN TERI ZAHN | |||||||
| 3 | 107 REEDER POINT ROAD | FAIR PLAY | SC | 29643 | $75,241 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 3 | 362 SHARES OF MICROSOFT 216 SHARES OF HERSHEY 311 SHARES OF WALGREENS | $75,241 | 2018-05-15 |
| 1 | 3,876 SHARES OF WALGREENS | $249,052 | 2018-04-23 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH - SEE ATTACHED | StockNm |
| EOY Book Value | $2,535,011 | EOYBookValueAmt |
| EOYFMV | $3,247,061 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM BROKER | Desc |
| BOY Book Value | $1,643 | BOYBookValueAmt |
| EOY Book Value | $91 | EOYBookValueAmt |
| EOYFMV | $91 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STOCK CONTRIBUTION EXCESS OVER COST | Desc |
| Amt | $319,924 | 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 | $20,406 | $20,406 | |
| BANK FEES | $6 | $6 | |
| MISC EXPENSE | $57 | $57 |
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 | -$3,779 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$3,779 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $2,920 | $2,920 |
| FEDERAL TAXES | $26,853 |
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