THE ZANKEL SCALA FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE ZANKEL SCALA FAMILY FOUNDATION (EIN 85-3005046)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-07
- IRS object ID
- 202523119349100412
- Schema version
- 2024v5.2
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-07T07:45:10-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 853005046 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Zankel Scala Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | ZANK | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James D Zankel | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,692,170 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,660 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,660 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $367,545 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $367,545 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,773 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $246,592 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,773 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $146,943 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $146,236 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $539,921 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $539,214 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $147,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $147,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $12,283 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $12,283 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $60,655 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $60,655 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,554 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $6,533 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $6,533 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $313 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $313 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $68,324 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,339 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $55,985 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $301,662 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $72,994 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $222,114 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $701,005 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $701,005 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,002,667 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $72,994 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $923,119 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$462,746 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $466,220 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $396,186 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $203,462 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $203,462 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $11,670,328 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,421,156 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,144,622 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,061,853 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,041,003 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,344,086 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,128,367 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,665,621 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,692,170 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $15,128,367 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,665,621 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,128,367 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,665,621 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,128,367 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,665,621 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,128,367 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$462,746 | ExcessRevenueOverExpensesAmt |
| Subtotal | $14,665,621 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $14,665,621 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $246,592 | $292,601 | -$46,009 | -$46,009 |
| Passthrough K1 Capital Gain/(Loss) | $67,782 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,773 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,480 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,480 | SubtotalAmt |
| Tax Based On Investment Income | $6,480 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,900 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,300 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $60 | EsPenaltyAmt |
| Tax Due | $240 | 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 | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | 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 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| Pia Scala-Zankel | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co- Pres, Dir, Sec | 2.0 | $7,000 | $0 | $0 |
| James D Zankel | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co- Pres, Dir, Treas | 40.0 | $140,000 | $961 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Wetherby Asset Management LLC | |||||
| 580 California St Fl 8 | SAN FRANCISCO | CA | 941041029 | Investment Mgmt | $60,655 |
| Foundation Source | |||||
| 55 Walls Drive Suite 302 | Fairfield | CT | 06824 | Administrative | $51,001 |
| 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 | $11,925,488 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $296,176 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,344,086 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,565,750 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,565,750 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $233,486 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,332,264 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $766,613 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $766,613 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,480 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,480 | TotalTaxAmt |
| Distributable Before Adj | $760,133 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $760,133 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $760,133 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $923,119 | 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 | $923,119 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $760,133 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $93,774 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $181,864 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $205,490 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $481,128 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $923,119 | QualifyingDistributionsAmt |
| Applied To Current Year | $760,133 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $162,986 | RemainingDistriFromCorpusAmt |
| Total Corpus | $644,114 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $644,114 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $93,774 | ExcessFromYear3Amt |
| Excess From Year2 | $181,864 | ExcessFromYear2Amt |
| Excess From Year1 | $205,490 | ExcessFromYear1Amt |
| Excess From Current Year | $162,986 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABORTION CARE NETWORK | |||||||
| 1300 I ST NW STE 400E | WASHINGTON | DC | 20005 | N/A | PC | Keep Our Clinics Program | $8,000 |
| ABORTION CARE NETWORK | |||||||
| 1300 I ST NW STE 400E | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $8,000 |
| BETHEL WOODS CENTER FOR THE ARTS INC | |||||||
| PO BOX 222 | LIBERTY | NY | 12754 | N/A | PC | ZANKEL MUSIC FUND FOR THE EMPLOYMENT OF MUSIC AS AN INSTRUMENT FOR SOCIAL CHANGE | $15,000 |
| BREAKTHROUGH T1D | |||||||
| PO BOX 5021 | HAGERSTOWN | MD | 21741 | N/A | PC | GREATER NY METRO CHAPTER | $2,500 |
| BRIDGE FUND OF NEW YORK INC | |||||||
| 271 MADISON AVE STE 907 | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $2,500 |
| BRIGID ALLIANCE INC | |||||||
| PO BOX 58 | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $8,000 |
| BROOKLYN ACADEMY OF MUSIC INC | |||||||
| 30 LAFAYETTE AVE | BROOKLYN | NY | 11217 | N/A | PC | Zankel Music Fund - "Sharing In The Groove" & "MacBeth In Stride" | $2,500 |
| CAMPAIGN LEGAL CENTER INC | |||||||
| 1101 14TH ST NW STE 400 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $2,500 |
| CATHOLIC CHARITIES OF DIOCESE OF ALBANY | |||||||
| 40 N MAIN AVE | ALBANY | NY | 12203 | N/A | PC | General & Unrestricted | $1,695 |
| CHARLOTTESVILLE AREA COMMUNITY FOUNDATION | |||||||
| PO BOX 1767 | CHARLOTTESVLE | VA | 22902 | N/A | PC | Soulshine Concert Fund | $25,000 |
| CIRCUSENSE | |||||||
| 423 ATLANTIC AVE APT 1E | BROOKLYN | NY | 11217 | N/A | PC | ZANKEL MUSIC FUND FOR THE EMPLOYMENT OF MUSIC AS AN INSTRUMENT FOR SOCIAL CHANGE | $10,000 |
| COMMITTEE TO PROTECT JOURNALISTS INC | |||||||
| PO BOX 2675 | NEW YORK | NY | 10108 | N/A | PC | General & Unrestricted | $2,500 |
| DAY ONE NEW YORK INC | |||||||
| PO BOX 3220 | NEW YORK | NY | 10008 | N/A | PC | General & Unrestricted | $500 |
| DOMESTIC VIOLENCE & RAPE CRISIS SERVIES OF SARATOG | |||||||
| 2816 US 9 | MALTA | NY | 12020 | N/A | PC | General & Unrestricted | $1,695 |
| FORDHAM UNIVERSITY | |||||||
| 45 COLUMBUS AVE 8TH FL | NEW YORK | NY | 10023 | N/A | PC | The Zankel Music Fund - "Sharin' In The Groove" - program support of NY Slice | $1,500 |
| FRANKLIN COMMUNITY CENTER INC | |||||||
| 95 WASHINGTON ST | SARATOGA SPRINGS | NY | 12866 | N/A | PC | General & Unrestricted | $1,695 |
| GODS LOVE WE DELIVER INC | |||||||
| 166 AVE OF THE AMERICAS | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $5,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 1373 RTE 9 | FORT EDWARD | NY | 12828 | N/A | PC | General & Unrestricted | $1,695 |
| HEAD COUNT INC | |||||||
| 104 W 29TH ST 11TH FLR | NEW YORK | NY | 10001 | N/A | PC | ZANKEL MUSIC FUND FOR THE EMPLOYMENT OF MUSIC AS AN INSTRUMENT FOR SOCIAL CHANGE | $10,000 |
| JEWISH COMMUNITY CENTERS OF CHICAGO | |||||||
| 300 REVERE DR | NORTHBROOK | IL | 60062 | N/A | PC | ZANKEL MUSIC FUND FOR THE EMPLOYMENT OF MUSIC AS AN INSTRUMENT FOR SOCIAL CHANGE | $15,000 |
| LIFEWORKS COMMUNITY ACTION INC | |||||||
| PO BOX 169 | BALLSTON SPA | NY | 12020 | N/A | PC | Latino Advocacy Program | $3,390 |
| MANN CENTER FOR THE PERFORMING ARTS | |||||||
| 123 S BROAD ST STE 815 | PHILADELPHIA | PA | 19109 | N/A | PC | ZANKEL MUSIC FUND FOR THE EMPLOYMENT OF MUSIC AS AN INSTRUMENT FOR SOCIAL CHANGE | $10,000 |
| MASTERVOICES INC | |||||||
| 57 W 57TH ST | NEW YORK | NY | 10019 | N/A | PC | The Zankel Music Fund "Sharin' In The Groove" - supporting "Blind Injustice" | $1,000 |
| NATIONAL WOMENS HEALTH NETWORK INC | |||||||
| 1413 K ST NW 4TH FL | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $8,000 |
| NEIGHBORHOOD HOUSING SERVICES OF NEW YORK CITY INC | |||||||
| 306 WEST 37TH ST STE 1101 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $2,500 |
| NEW YORK THERAPY ANIMALS INC | |||||||
| 215 E 68TH ST APT 33B | NEW YORK | NY | 10065 | N/A | PC | General & Unrestricted | $1,000 |
| OPENSECRETS | |||||||
| 1100 13TH ST NW SUITE 800 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $2,500 |
| PRO PUBLICA INC | |||||||
| 155 AVE OF THE AMERICAS 13TH FL | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $2,500 |
| RISING TIDE CAPITAL INC | |||||||
| 111 TOWN SQ PL STE1238 PMB56701 | JERSEY CITY | NJ | 07310 | N/A | PC | General & Unrestricted | $2,500 |
| SAINT ANNS SCHOOL | |||||||
| 129 PIERREPONT ST | BROOKLYN | NY | 11201 | N/A | PC | ANNUAL FUND AND SAINT ANN'S 20/20 CAMPAIGN | $200,000 |
| SALVATION ARMY | |||||||
| PO BOX 652 | SARATOGA SPRINGS | NY | 12866 | N/A | PC | General & Unrestricted | $1,695 |
| SANDY HOOK PROMISE FOUNDATION | |||||||
| 5 COMMERCE RD UNIT 3489 | NEWTOWN | CT | 06470 | N/A | PC | General & Unrestricted | $1,000 |
| SARATOGA CENTER FOR THE FAMILY | |||||||
| 359 BALLSTON AVE | SARATOGA SPRINGS | NY | 12866 | N/A | PC | General & Unrestricted | $1,695 |
| SHELTERS OF SARATOGA INC | |||||||
| PO BOX 3089 | SARATOGA SPRINGS | NY | 12866 | N/A | PC | General & Unrestricted | $1,695 |
| SKIDMORE COLLEGE | |||||||
| 815 N BROADWAY | SARATOGA SPGS | NY | 12866 | N/A | PC | General & Unrestricted | $1,000 |
| SKIDMORE COLLEGE | |||||||
| 815 N BROADWAY | SARATOGA SPGS | NY | 12866 | N/A | PC | ZANKEL MUSIC FUND FOR THE EMPLOYMENT OF MUSIC AS AN INSTRUMENT FOR SOCIAL CHANGE | $10,000 |
| SKIDMORE COLLEGE | |||||||
| 815 N BROADWAY | SARATOGA SPGS | NY | 12866 | N/A | PC | Zankel Experience Network (ZEN), Zankel Family Scholarship Fund, Skidmore Scholarship Fund, Endowed Residency in Performing Arts, and Arthur Zankel Music Center | $200,000 |
| SLAPPY AND MONDAYS FOUNDATION FORLAUGHTER | |||||||
| 228 HIGHRIDGE COURT | PEEKSKILL | NY | 10566 | N/A | PC | ZANKEL MUSIC FUND FOR THE EMPLOYMENT OF MUSIC AS AN INSTRUMENT FOR SOCIAL CHANGE | $10,000 |
| ST ANN'S WAREHOUSE | |||||||
| 45 WATER ST | BROOKLYN | NY | 11201 | N/A | PC | General & Unrestricted | $20,000 |
| THE CARNEGIE HALL CORPORATION | |||||||
| 881 7TH AVENUE | NEW YORK | NY | 10019 | N/A | PC | The Zankel Music Fund "Sharin' In The Groove" - support the NOtables | $1,000 |
| THE DIVIDED SKY FOUNDATION CORPORATION | |||||||
| 262 FOX LN | LUDLOW | VT | 05149 | N/A | PC | ZANKEL MUSIC FUND FOR THE EMPLOYMENT OF MUSIC AS AN INSTRUMENT FOR SOCIAL CHANGE | $15,000 |
| THE TROY ANDREWS FOUNDATION | |||||||
| 5500 PRYTANIA ST 338 | NEW ORLEANS | LA | 70115 | N/A | PC | The Zankel Music Fund is bestowing a "Sharing in the Groove" - support of "Culturing Experiences" | $5,000 |
| WE ARE MOVING THE NEEDLE INC | |||||||
| 411 SOUNDVIEW AVE | STAMFORD | CT | 06902 | N/A | PC | ZANKEL MUSIC FUND FOR THE EMPLOYMENT OF MUSIC AS AN INSTRUMENT FOR SOCIAL CHANGE | $15,000 |
| WE ARE MOVING THE NEEDLE INC | |||||||
| 411 SOUNDVIEW AVE | STAMFORD | CT | 06902 | N/A | PC | General & Unrestricted | $5,000 |
| WHYHUNGER INC | |||||||
| 505 8TH AVE RM 1212 | NEW YORK | NY | 10018 | N/A | PC | Zegar Match | $1,000 |
| WHYHUNGER INC | |||||||
| 505 8TH AVE RM 1212 | NEW YORK | NY | 10018 | N/A | PC | ZANKEL MUSIC FUND FOR THE EMPLOYMENT OF MUSIC AS AN INSTRUMENT FOR SOCIAL CHANGE | $45,000 |
| WOMENS REPRODUCTIVE RIGHTS ASSISTANCE PROJECT WRRA | |||||||
| 1902A LINCOLN BLVD 1338 | SANTA MONICA | CA | 90405 | N/A | PC | General & Unrestricted | $8,000 |
| YOUNG PEOPLES CHORUS OF NEW YORK CITY INC | |||||||
| 37 W 65TH ST 2ND FL | NEW YORK | NY | 10023 | N/A | PC | General & Unrestricted | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $701,005 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,660 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $367,545 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $21,773 | 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 (5 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| K-1 Inc/Loss | 14 | $14,999 |
| STATE TAX REFUND | 01 | $707 |
| PFIC INCOME - DK LT DISTRESSED OPP INTL | 14 | $43,242 |
| PFIC INCOME - GOLUB CAPITAL PTN INTL 11 | 14 | $74,825 |
| PFIC INCOME - OHA STRATEGIC CREDIT FUND | $13,170 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $539,921 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $539,921 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOUBLELINE TOTAL RETURN BOND | $1,583,992 | $1,298,791 |
| DWS ALTERNATIVE ASSET ALL PLUS | $409,046 | $409,689 |
| FIERA CAPITAL INTERNATIONAL EQ | $348,590 | $389,575 |
| KAYNE ANDERSON RENEWABLE INFRA | $316,290 | $245,841 |
| METROPOLITAN WEST RETURN BOND | $1,559,635 | $1,265,782 |
| VANGUARD DEVELOPED MARKETS IDX | $1,297,885 | $1,293,675 |
| VANGUARD EMERGING MARKETS STOC | $819,466 | $708,985 |
| VANGUARD INDEX TR VANGUARD TOT | $3,523,571 | $4,965,339 |
| VANGUARD TOTAL BOND MARKET IND | $1,212,681 | $1,206,398 |
| VOYA STRATEGIC INCOME OPPORTUN | $350,000 | $360,547 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DK LT DISTRESSED OPP INTL V (A | $581,003 | $514,111 |
| DK LT DISTRESSED OPP INTL V, L | $979,762 | $1,263,622 |
| GOLUB CAPITAL PTN INTL 11, L.P | $644,175 | $750,093 |
| ITE RAIL FEEDER FUND L .P | $500,000 | $522,383 |
| OHA STRATEGIC CREDIT FUND II, | $336,063 | $293,877 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $51,001 | $51,001 | |
| Indemnification Insurance | $1,793 | $1,793 | |
| Insurance Premiums | $3,110 | $3,110 | |
| K-1 Exp DK LT DISTRESSED OPP I | $12,339 | $12,339 | |
| Postage/Delivery Service | $56 | $56 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss DK LT DISTRESSED OPP INTL V (AIV-TE) | $14,999 | $14,999 |
| PFIC INCOME - DK LT DISTRESSED OPP INTL | $43,242 | $43,242 |
| PFIC INCOME - GOLUB CAPITAL PTN INTL 11 | $74,825 | $74,825 |
| PFIC INCOME - OHA STRATEGIC CREDIT FUND | $13,170 | $13,170 |
| STATE TAX REFUND | $707 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $60,655 | Amt |
| Net Investment Income | $60,655 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2024 | $4,400 |
| 990-PF Excise Tax for 2023 | $2,154 |