ZAHN FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ZAHN FOUNDATION INC (EIN 46-3076181)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-11
- IRS object ID
- 201711319349102046
- Schema version
- 2016v3.0
- 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
- Legal Fees 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 | 2017-05-11T14:03:38-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-05-10 | 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 | 2017-05-10 | PreparationDt |
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 | 22006220171315000113 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-05-11 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C97B044E4C306470B5280877C4870268ED2032AC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 057E8059E1F024E13DA9511449EC0523B9CAFC6F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,086,102 | 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 | $2,301,036 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $45,077 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,029 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $961,134 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,652,298 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $961,134 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$1,143 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,143 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,306,104 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,003,020 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $6,798 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,798 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $176 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $176 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5,572 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,520 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $52 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,546 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,696 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,850 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $29,702 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $29,702 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $42,248 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,696 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,552 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,263,856 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $997,324 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $94,356 | CashBOYAmt |
| Cash EOY | $292,921 | CashEOYAmt |
| Cash EOYFMV | $292,921 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $0 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $48,453 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $48,453 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $16,876 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,756,004 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,738,890 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,838 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,838 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $111,232 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,103,216 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,086,102 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $111,232 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,103,216 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $111,232 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,103,216 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $111,232 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,103,216 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $111,232 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,263,856 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,375,088 | SubtotalAmt |
| Other Decreases | $1,271,872 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,103,216 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH 2597 | P | 1990-01-02 | 2016-10-18 | $19,344 | $94 | $19,250 | $19,250 |
| MERRILL LYNCH 2709 | P | 1990-01-02 | 2016-07-08 | $289,904 | $7,421 | $282,483 | $282,483 |
| MERRILL LYNCH 2710 | P | 2016-07-08 | $84,943 | $88,817 | -$3,874 | -$3,874 | |
| MERRILL LYNCH 2710 | P | 2016-07-08 | $102,528 | $461 | $102,067 | $102,067 | |
| MERRILL LYNCH 2711 | P | 2016-07-08 | 2016-11-17 | $64,463 | $66,701 | -$2,238 | -$2,238 |
| MERRILL LYNCH 2711 | P | 1990-01-02 | 2016-07-08 | $100,314 | $639 | $99,675 | $99,675 |
| MERRILL LYNCH 2712 | P | 2016-07-08 | 2016-11-17 | $81,525 | $86,605 | -$5,080 | -$5,080 |
| MERRILL LYNCH 2712 | P | 1990-01-02 | 2016-07-08 | $100,314 | $3,674 | $96,640 | $96,640 |
| MERRILL LYNCH 2713 | P | 2016-07-08 | 2016-11-17 | $178,069 | $187,530 | -$9,461 | -$9,461 |
| MERRILL LYNCH 2713 | P | 1990-01-02 | 2016-07-08 | $190,498 | $876 | $189,622 | $189,622 |
| MERRILL LYNCH 2714 | P | 2016-07-08 | 2016-11-17 | $205,891 | $215,728 | -$9,837 | -$9,837 |
| MERRILL LYNCH 2714 | P | 1990-01-02 | 2016-07-08 | $234,505 | $33,357 | $201,148 | $201,148 |
| CAPITAL GAIN DIVIDENDS | P | $747 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $961,134 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $23,193 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $171,764 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.135028 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,641 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $32,341 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.205343 | DistributionYr2Rt |
| Total Distribution | 0.340371 | TotalDistributionRt |
| Average Distribution | 0.170186 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,613,184 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $274,541 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,973 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $284,514 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $36,552 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,946 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $19,946 | SubtotalAmt |
| Tax Based On Investment Income | $19,946 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $596 | EsPenaltyAmt |
| Tax Due | $20,542 | 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 | $1,501,261 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $136,489 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,637,750 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,637,750 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,566 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,613,184 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $80,659 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $80,659 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,946 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,946 | TotalTaxAmt |
| Distributable Before Adj | $60,713 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $60,713 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $60,713 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $36,552 | 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 | $36,552 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $36,552 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $60,713 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $5,024 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,605 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $19,629 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $36,552 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $36,552 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $19,629 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $19,629 | ExcessDistributionCyovAppCYAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $4,532 | UndistributedIncomeCYAmt |
| 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 | 107 REEDER POINT | AddressLine1Txt |
| Address Line2 | ADDRESSES ON FILE | 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 | $29,702 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $29,702 | 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 | $45,077 | 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 | $961,134 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORDINARY LOSS - ENTERPRISE PRODUCTS PARTNERS LP | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$1,143 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$1,143 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,006,211 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,005,068 | 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 (6 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 | $200,000 | Yes (X) | |
| SANDRA ZAHN ORECK | |||||||
| 2 | 19373 CEDAR GLEN DRIVE | BOCA RATON | FL | 33434 | $25,000 | Yes (X) | |
| ZAHN FOUNDATION | |||||||
| 3 | 200 BRADLEY PLACE APT 401 | PALM BEACH | FL | 33480 | $16,678 | Yes (X) | |
| ZAHN FOUNDATION | |||||||
| 4 | 200 BRADLEY PLACE APT 401 | PALM BEACH | FL | 33480 | $1,500,487 | Yes (X) | |
| STEVEN TERI ZAHN | |||||||
| 5 | 107 REEDER POINT ROAD | FAIR PLAY | SC | 29643 | $20,188 | Yes (X) | |
| ZAHN FOUNDATION | |||||||
| 6 | 200 BRADLEY PLACE APT 401 | PALM BEACH | FL | 33480 | $538,683 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 4 | VARIOUS MARKETABLE SECURITIES | $1,500,487 | 2016-08-10 |
| 5 | 350 SHRS MICROSOFT CORP | $20,188 | 2016-10-18 |
| 6 | VARIOUS MARKETABLE SECURITIES | $538,683 | 2016-06-06 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMGEN - 150 SHS | $0 | $0 |
| WALGREENS BOOTS ALL - 7463 SHS | $0 | $0 |
| MERRILL LYNCH - SEE ATTACHED | $1,756,004 | $2,738,890 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,798 | LegalFeesAmt |
| Disbursements Charitable Prps | $6,798 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM BROKER | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $5,838 | EOYBookValueAmt |
| EOYFMV | $5,838 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STOCK CONTRIBUTION EXCESS OVER COST | Desc |
| Amt | $1,271,872 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $5,520 | $5,520 | |
| MISC EXPENSE | $27 | $27 | |
| SOUTH CAROLINA FILING FEE | $25 | $25 |
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 | -$1,143 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$1,143 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $176 | Amt |
| Net Investment Income | $176 | NetInvestmentIncomeAmt |
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