2025-11-07T07:45:10-06:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 853005046 The Zankel Scala Family Foundation % Foundation Source ZANK 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 James D Zankel President 8008391754 2025-11-03 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 15692170 X 0 X 3660 3660 367545 367545 21773 246592 21773 146943 146236 539921 539214 147000 147000 12283 12283 60655 60655 6554 6533 6533 313 313 68324 12339 55985 301662 72994 222114 701005 701005 1002667 72994 923119 -462746 466220 0 396186 203462 203462 11670328 11421156 12144622 3061853 3041003 3344086 15128367 14665621 15692170 0 0 X 15128367 14665621 15128367 14665621 15128367 14665621 15128367 -462746 14665621 14665621 Publicly-traded Securities 246592 292601 -46009 -46009 Passthrough K1 Capital Gain/(Loss) 67782 21773 6480 6480 6480 4400 0 1900 6300 X 60 240 false false false false false false false true true DE NY true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false true false false false false false false false false false false false false false false false false false Pia Scala-Zankel Foundation Source 501 Silverside Rd Wilmington DE 198091377 Co- Pres, Dir, Sec 2.0 7000 0 0 James D Zankel Foundation Source 501 Silverside Rd Wilmington DE 198091377 Co- Pres, Dir, Treas 40.0 140000 961 0 Wetherby Asset Management LLC 580 California St Fl 8 SAN FRANCISCO CA 941041029 Investment Mgmt 60655 Foundation Source 55 Walls Drive Suite 302 Fairfield CT 06824 Administrative 51001 11925488 296176 3344086 15565750 0 15565750 233486 15332264 766613 766613 6480 6480 760133 760133 760133 923119 0 0 0 0 923119 760133 93774 181864 205490 481128 923119 760133 162986 644114 0 644114 93774 181864 205490 162986 NONE X ABORTION CARE NETWORK 1300 I ST NW STE 400E WASHINGTON DC 20005 N/A PC Keep Our Clinics Program 8000 ABORTION CARE NETWORK 1300 I ST NW STE 400E WASHINGTON DC 20005 N/A PC General & Unrestricted 8000 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 15000 BREAKTHROUGH T1D PO BOX 5021 HAGERSTOWN MD 21741 N/A PC GREATER NY METRO CHAPTER 2500 BRIDGE FUND OF NEW YORK INC 271 MADISON AVE STE 907 NEW YORK NY 10016 N/A PC General & Unrestricted 2500 BRIGID ALLIANCE INC PO BOX 58 NEW YORK NY 10024 N/A PC General & Unrestricted 8000 BROOKLYN ACADEMY OF MUSIC INC 30 LAFAYETTE AVE BROOKLYN NY 11217 N/A PC Zankel Music Fund - "Sharing In The Groove" & "MacBeth In Stride" 2500 CAMPAIGN LEGAL CENTER INC 1101 14TH ST NW STE 400 WASHINGTON DC 20005 N/A PC General & Unrestricted 2500 CATHOLIC CHARITIES OF DIOCESE OF ALBANY 40 N MAIN AVE ALBANY NY 12203 N/A PC General & Unrestricted 1695 CHARLOTTESVILLE AREA COMMUNITY FOUNDATION PO BOX 1767 CHARLOTTESVLE VA 22902 N/A PC Soulshine Concert Fund 25000 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 10000 COMMITTEE TO PROTECT JOURNALISTS INC PO BOX 2675 NEW YORK NY 10108 N/A PC General & Unrestricted 2500 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 1695 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 1500 FRANKLIN COMMUNITY CENTER INC 95 WASHINGTON ST SARATOGA SPRINGS NY 12866 N/A PC General & Unrestricted 1695 GODS LOVE WE DELIVER INC 166 AVE OF THE AMERICAS NEW YORK NY 10013 N/A PC General & Unrestricted 5000 HABITAT FOR HUMANITY INTERNATIONAL INC 1373 RTE 9 FORT EDWARD NY 12828 N/A PC General & Unrestricted 1695 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 10000 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 15000 LIFEWORKS COMMUNITY ACTION INC PO BOX 169 BALLSTON SPA NY 12020 N/A PC Latino Advocacy Program 3390 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 10000 MASTERVOICES INC 57 W 57TH ST NEW YORK NY 10019 N/A PC The Zankel Music Fund "Sharin' In The Groove" - supporting "Blind Injustice" 1000 NATIONAL WOMENS HEALTH NETWORK INC 1413 K ST NW 4TH FL WASHINGTON DC 20005 N/A PC General & Unrestricted 8000 NEIGHBORHOOD HOUSING SERVICES OF NEW YORK CITY INC 306 WEST 37TH ST STE 1101 NEW YORK NY 10018 N/A PC General & Unrestricted 2500 NEW YORK THERAPY ANIMALS INC 215 E 68TH ST APT 33B NEW YORK NY 10065 N/A PC General & Unrestricted 1000 OPENSECRETS 1100 13TH ST NW SUITE 800 WASHINGTON DC 20005 N/A PC General & Unrestricted 2500 PRO PUBLICA INC 155 AVE OF THE AMERICAS 13TH FL NEW YORK NY 10013 N/A PC General & Unrestricted 2500 RISING TIDE CAPITAL INC 111 TOWN SQ PL STE1238 PMB56701 JERSEY CITY NJ 07310 N/A PC General & Unrestricted 2500 SAINT ANNS SCHOOL 129 PIERREPONT ST BROOKLYN NY 11201 N/A PC ANNUAL FUND AND SAINT ANN'S 20/20 CAMPAIGN 200000 SALVATION ARMY PO BOX 652 SARATOGA SPRINGS NY 12866 N/A PC General & Unrestricted 1695 SANDY HOOK PROMISE FOUNDATION 5 COMMERCE RD UNIT 3489 NEWTOWN CT 06470 N/A PC General & Unrestricted 1000 SARATOGA CENTER FOR THE FAMILY 359 BALLSTON AVE SARATOGA SPRINGS NY 12866 N/A PC General & Unrestricted 1695 SHELTERS OF SARATOGA INC PO BOX 3089 SARATOGA SPRINGS NY 12866 N/A PC General & Unrestricted 1695 SKIDMORE COLLEGE 815 N BROADWAY SARATOGA SPGS NY 12866 N/A PC General & Unrestricted 1000 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 10000 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 200000 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 10000 ST ANN'S WAREHOUSE 45 WATER ST BROOKLYN NY 11201 N/A PC General & Unrestricted 20000 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 1000 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 15000 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" 5000 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 15000 WE ARE MOVING THE NEEDLE INC 411 SOUNDVIEW AVE STAMFORD CT 06902 N/A PC General & Unrestricted 5000 WHYHUNGER INC 505 8TH AVE RM 1212 NEW YORK NY 10018 N/A PC Zegar Match 1000 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 45000 WOMENS REPRODUCTIVE RIGHTS ASSISTANCE PROJECT WRRA 1902A LINCOLN BLVD 1338 SANTA MONICA CA 90405 N/A PC General & Unrestricted 8000 YOUNG PEOPLES CHORUS OF NEW YORK CITY INC 37 W 65TH ST 2ND FL NEW YORK NY 10023 N/A PC General & Unrestricted 250 701005 14 3660 14 367545 18 21773 K-1 Inc/Loss 14 14999 STATE TAX REFUND 01 707 PFIC INCOME - DK LT DISTRESSED OPP INTL 14 43242 PFIC INCOME - GOLUB CAPITAL PTN INTL 11 14 74825 PFIC INCOME - OHA STRATEGIC CREDIT FUND 13170 539921 539921 false false false false false false false false false false DOUBLELINE TOTAL RETURN BOND 1583992 1298791 DWS ALTERNATIVE ASSET ALL PLUS 409046 409689 FIERA CAPITAL INTERNATIONAL EQ 348590 389575 KAYNE ANDERSON RENEWABLE INFRA 316290 245841 METROPOLITAN WEST RETURN BOND 1559635 1265782 VANGUARD DEVELOPED MARKETS IDX 1297885 1293675 VANGUARD EMERGING MARKETS STOC 819466 708985 VANGUARD INDEX TR VANGUARD TOT 3523571 4965339 VANGUARD TOTAL BOND MARKET IND 1212681 1206398 VOYA STRATEGIC INCOME OPPORTUN 350000 360547 DK LT DISTRESSED OPP INTL V (A 581003 514111 DK LT DISTRESSED OPP INTL V, L 979762 1263622 GOLUB CAPITAL PTN INTL 11, L.P 644175 750093 ITE RAIL FEEDER FUND L .P 500000 522383 OHA STRATEGIC CREDIT FUND II, 336063 293877 Administrative Fees 51001 51001 Indemnification Insurance 1793 1793 Insurance Premiums 3110 3110 K-1 Exp DK LT DISTRESSED OPP I 12339 12339 Postage/Delivery Service 56 56 State or Local Filing Fees 25 25 K-1 Inc/Loss DK LT DISTRESSED OPP INTL V (AIV-TE) 14999 14999 PFIC INCOME - DK LT DISTRESSED OPP INTL 43242 43242 PFIC INCOME - GOLUB CAPITAL PTN INTL 11 74825 74825 PFIC INCOME - OHA STRATEGIC CREDIT FUND 13170 13170 STATE TAX REFUND 707 Investment Management Services 60655 60655 990-PF Estimated Tax for 2024 4400 990-PF Excise Tax for 2023 2154