ZAHN FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ZAHN FOUNDATION INC (EIN 46-3076181)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-10
- IRS object ID
- 201831309349101873
- Schema version
- 2017v2.3
- 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 | 2018-05-10T14:00:25-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-05-15 | 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 |
| Preparation | 2018-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $3,567,062 | 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 | $299,834 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $88,981 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $84,699 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $153,465 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $578,273 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $153,465 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$2,139 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$2,553 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $540,141 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $235,611 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $23,898 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,356 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $14,356 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,318 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $37 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $38,254 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,674 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $37 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $137,183 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $137,183 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $175,437 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,674 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $137,220 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $364,704 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $219,937 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $292,921 | CashBOYAmt |
| Cash EOY | $383,561 | CashEOYAmt |
| Cash EOYFMV | $383,561 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $48,453 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $121,543 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $121,543 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,756,004 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,911,930 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,060,315 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $5,838 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,643 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,643 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,103,216 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,418,677 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,567,062 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,103,216 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,418,677 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,103,216 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,418,677 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,103,216 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,418,677 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,103,216 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $364,704 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,467,920 | SubtotalAmt |
| Other Decreases | $49,243 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,418,677 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH 02597 | 2017-09-08 | 2017-09-08 | $46 | $46 | $46 | ||
| MERRILL LYNCH 02710 | $50,241 | $2,428 | $2,428 | $47,813 | |||
| MERRILL LYNCH 02710 | $17,861 | $3,796 | $3,796 | $14,065 | |||
| MERRILL LYNCH 02711 | $19,003 | $389 | $389 | $18,614 | |||
| MERRILL LYNCH 02711 | $10,524 | $1,405 | $1,405 | $9,119 | |||
| MERRILL LYNCH 02712 | $91,607 | -$41 | -$41 | $91,648 | |||
| MERRILL LYNCH 02712 | $10,737 | $1,650 | $1,650 | $9,087 | |||
| MERRILL LYNCH 02712 | 1990-01-02 | 2017-01-25 | $145,287 | $144,620 | $144,620 | $667 | |
| MERRILL LYNCH 02713 | $101,110 | -$4,615 | -$4,615 | $105,725 | |||
| MERRILL LYNCH 02713 | $21,855 | $250 | $250 | $21,605 | |||
| MERRILL LYNCH 02714 | $96,848 | $2,021 | $2,021 | $94,827 | |||
| MERRILL LYNCH 02714 | $12,307 | $1,210 | $1,210 | $11,097 | |||
| MERRILL LYNCH 02714 | $825 | $284 | $284 | $541 | |||
| CAPITAL GAIN DIVIDENDS | $134 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $153,465 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $36,552 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,613,184 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.022658 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $23,193 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $171,764 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.135028 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $6,641 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $32,341 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.205343 | DistributionYr3Rt |
| Total Distribution | 0.363029 | TotalDistributionRt |
| Average Distribution | 0.12101 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,287,623 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $397,835 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,199 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $400,034 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $137,220 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,399 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,399 | SubtotalAmt |
| Tax Based On Investment Income | $4,399 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $54 | EsPenaltyAmt |
| Tax Due | $2,453 | TaxDueAmt |
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 | Yes (true) | 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 |
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 | $2,879,479 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $458,209 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,337,688 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,337,688 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,065 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,287,623 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $164,381 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $164,381 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,399 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,399 | TotalTaxAmt |
| Distributable Before Adj | $159,982 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $159,982 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $159,982 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $137,220 | 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 | $137,220 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $137,220 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $159,982 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,532 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Qualifying Distributions | $137,220 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,532 | AppliedToYear1Amt |
| Applied To Current Year | $132,688 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $27,294 | 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 | $137,183 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $137,183 | 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 | $88,981 | 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 | $153,465 | 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 | -$2,570 |
| MISCELLANEOUS INCOME | 523000 | $431 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$2,139 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $242,446 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $240,307 | 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 | Person ContributionPersonContributionInd | 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 | $49,834 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 609 SHARES MICROSOFT | NoncashPropertyDesc |
| Fair Market Value | $49,834 | FairMarketValueAmt |
| Received | 2017-12-05 | ReceivedDt |
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 | $1,911,930 | EOYBookValueAmt |
| EOYFMV | $3,060,315 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM BROKER | Desc |
| BOY Book Value | $5,838 | BOYBookValueAmt |
| EOY Book Value | $1,643 | EOYBookValueAmt |
| EOYFMV | $1,643 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STOCK CONTRIBUTION EXCESS OVER COST | Desc |
| Amt | $49,243 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $14,288 | $14,288 | |
| BANK FEES | $30 | $30 | |
| MISC EXPENSE | $37 | $37 | |
| NONDEDUCTIBLE EXPENSES | $1 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ORDINARY LOSS - ENTERPRISE PRODUCTS PTRS | -$2,570 | -$2,570 |
| MISCELLANEOUS INCOME | $431 | $17 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $1,356 | $1,356 |
| FEDERAL TAXES | $22,542 |
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