Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 07-01-2019 , and ending 06-30-2020
Name of foundation
The Zachs Family Foundation Inc
 
Number and street (or P.O. box number if mail is not delivered to street address)40 Woodland Street
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Hartford, CT06105
A Employer identification number

06-1157320
B Telephone number (see instructions)

(860) 727-5733
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$27,625,968J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 1 1  
4 Dividends and interest from securities... 791,594 791,594  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -59,455
b Gross sales price for all assets on line 6a 2,209,324
7 Capital gain net income (from Part IV, line 2)...  
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 732,140 791,595  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 94 94    
c Other professional fees (attach schedule).... Click to see attachment 20,778 17,478   3,300
17 Interest............... 68 68    
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 20,940 17,640   3,300
25 Contributions, gifts, grants paid....... 1,240,440 1,240,440
26 Total expenses and disbursements. Add lines 24 and 25 1,261,380 17,640   1,243,740
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -529,240
b Net investment income (if negative, enter -0-) 773,955
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 306,524 448,859 448,859
2 Savings and temporary cash investments......... 808,861 435,479 435,479
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 17,160,242 Click to see attachment17,029,543 21,758,989
c Investments—corporate bonds (attach schedule).......   Click to see attachment750,000 750,000
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 5,055,741 Click to see attachment1,988,764 4,232,641
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 23,331,368 20,652,645 27,625,968
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 23,331,368 20,652,645
29 Total net assets or fund balances (see instructions)..... 23,331,368 20,652,645
30 Total liabilities and net assets/fund balances (see instructions). 23,331,368 20,652,645
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
23,331,368
2
Enter amount from Part I, line 27a .....................
2
-529,240
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
22,802,128
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2,149,483
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
20,652,645
Form 990-PF (2019)
Form 990-PF (2019)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a BLACKROCK LIQUIDITY P 2018-11-28 2020-03-18
b BLACKROCK LIQUIDITY P 2019-07-19 2020-03-18
c BAIN CAPITAL SPECIAL P 2018-11-15 2019-12-23
d TRIM.COM GROUP P 2015-08-13 2019-12-24
e BENEFITFOCUS P 2019-03-01 2019-12-23
BLACKROCK LIQUIDITY P 2018-11-28 2019-09-18
MSIF ULTRA ST INC A P 2019-02-08 2019-12-10
CONFORMIS P 2011-10-18 2019-12-23
MSIF ULTRA ST INC A P 2019-02-03 2019-09-17
T-MOBILE P 2013-06-06 2020-04-01
MSIF ULTRA ST INC A P 2019-11-26 2020-06-03
MSIF ULTRA ST INC A P 2019-11-11 2020-06-03
WARNER MUSIC GROUP P 2020-06-03 2020-06-03
ZOOM TECHNOLOGIES P 2020-06-04 2020-06-04
SPRINT P 2005-09-01 2020-04-03
ICONIQ STRATEGIC PTRS B-K-I P 2019-12-01 2019-12-31
ICONIQ STRATEGIC PTRS B-K-I P 2017-12-01 2019-12-31
ICONIQ STRATEGIC PTRS II B-K-I P 2017-12-01 2019-12-31
ICONIQ STRATEGIC PTRS II B-K-I P 2019-12-01 2019-12-31
Wash Sale      
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 129,706   129,784 -78
b 889,397   890,154 -757
c 147,716   149,850 -2,134
d 343,093   352,730 -9,637
e 4,441   9,650 -5,209
200,000   199,940 60
50,000   50,013 -13
14,130   149,984 -135,854
150,000   150,013 -13
37     37
18,165   18,186 -21
23,423   23,510 -87
134,391   125,000 9,391
24,602   10,500 14,102
35     35
    9,465 -9,465
57,203     57,203
17,888     17,888
5,097     5,097
      2
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -78
b       -757
c       -2,134
d       -9,637
e       -5,209
      60
      -13
      -135,854
      -13
      37
      -21
      -87
      9,391
      14,102
      35
      -9,465
      57,203
      17,888
      5,097
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -59,453
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 13,087
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2018 1,253,952 23,199,547 0.05405
2017 1,332,177 26,114,870 0.05101
2016 1,233,852 24,245,631 0.05089
2015 1,348,526 24,245,631 0.05562
2014 997,300 26,119,455 0.03818
2
Total of line 1, column (d) .....................
2
0.249754
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.049951
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
26,004,295
5
Multiply line 4 by line 3......................
5
1,298,941
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
7,740
7
Add lines 5 and 6........................
7
1,306,681
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,243,740
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2019)
Form 990-PF (2019)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 15,479
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 15,479
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 15,479
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 32,878
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 32,878
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 17,399
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet17,399 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCT
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletHolly Martino Telephone no.bullet (860) 727-5733

    Located atbullet40 Woodland StreetHartfordCT ZIP+4bullet06105
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2019?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2019 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2019.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Henry M Zachs President
    0.00     		0    
    181 Mountain Springs Road
    Farmington,CT06032
    Judith M Zachs VPresident/Secr
    0.00     		0    
    20090 Boca West Drive 342
    Boca Raton,FL33434
    Eric Zachs Director
    0.00     		0    
    53 Norwood Rd
    West Hartford,CT06117
    William Zachs Director
    0.00     		0    
    9 DICK PLACE
    EDINBURGH,SCOTLANDEH 2 JS
    UK
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    20,505,782
    b
    Average of monthly cash balances.......................
    1b
    1,099,228
    c
    Fair market value of all other assets (see instructions)................
    1c
    4,795,290
    d
    Total (add lines 1a, b, and c).........................
    1d
    26,400,300
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    26,400,300
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    396,005
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    26,004,295
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,300,215
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,300,215
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    15,479
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    15,479
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,284,736
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    1,284,736
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,284,736
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,243,740
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,243,740
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,243,740
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2018     		(c)
    2018     		(d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 1,284,736
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2019:
    a From 2014......  
    b From 2015...... 64,561
    c From 2016...... 46,438
    d From 2017...... 47,135
    e From 2018...... 118,199
    fTotal of lines 3a through e........ 276,333
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 1,243,740
    a Applied to 2018, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2019 distributable amount..... 1,243,740
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2019. 40,996 40,996
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 235,337
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		235,337
    10 Analysis of line 9:
    a Excess from 2015.... 23,565
    b Excess from 2016.... 46,438
    c Excess from 2017.... 47,135
    d Excess from 2018.... 118,199
    e Excess from 2019....  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2019, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2019 (b) 2018 (c) 2017 (d) 2016
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    Henry M Zachs
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    American Cancer Society
    260 Osborne road
    Loudonville,NY12211     		none Public GENERAL USE 100
    Beth El Temple
    2626 ALBANY AVE
    WEST HARTFORD,CT06117     		member Public GENERAL USE 7,271
    The Bushnell
    166 CAPITOL AVE
    HARTFORD,CT06106     		Trustee-Vice Chair Public GENERAL USE 25,540
    Chabad House
    2352 ALBANY AVE
    WEST HARTFORD,CT06117     		none Public camp gam 10000General Use 15000 25,000
    Charter Oak Cultural Center
    21 CHARTER OAK AVE
    HARTFORD,CT06104     		none Public GENERAL USE 13,859
    CPTV
    1049 ASYLUM AVENUE
    HARTFORD,CT06105     		none Public GENERAL USE 500
    CT Historial Society
    ONE ELIZABETH STREET
    HARTFORD,CT06105     		trustee Public GENERAL USE 13,200
    Hadassah
    740 NORTH MAIN STREET
    WEST HARTFORD,CT06117     		none Public GENERAL USE 1,000
    Hartford Public Library
    500 MAIN STREET
    HARTFORD,CT06103     		none Public GENERAL USE 1,500
    Hebrew High School OF NEW ENGLAND
    300 BLOOMFIELD AVENUE
    WEST HARTFORD,CT06117     		Director Public GENERAL USE 20,700
    Hill-Stead Museum
    35 MOUNTAIN ROAD
    FARMINGTON,CT06032     		none Public GENERAL USE 3,500
    Jewish Community Center
    333 BLOOMFIED AVENUE
    WEST HARTFORD,CT06117     		none Public GENERAL USE 20,000
    PMCJimmy Fund
    10 BROOKLINE PLACE WEST
    BROOKLINE,MA02445     		none Public GENERAL USE 100GI Research 360 460
    REAL ART WAYS
    56 ARBOR STREET
    HARTFORD,CT06106     		none Public GENERAL USE 7,500
    University of Connecticut-Hillel
    115 NORTH EAGLEVILLE ROAD
    STORRS,CT06268     		Director Public general use 117,000
    University of Connecticut Ballard I
    2390 ALUMNI DRIVE
    STORRS,CT06269     		none PC GENERAL USE 5,000
    University of Hartford
    200 BLOOMFIELD AVENUE
    WEST HARTFORD,CT06117     		Former Advisor-Hillel Public Hartt School 1500 Art School 1000 Hillel Endow 7000 Greenberg Ctr 3000Barney School 1000Hillel Gen.Use 9500 23,000
    Wadsworth Atheneum
    600 MAIN STREET
    HARTFORD,CT06103     		trustee Public GENERAL USE 25000Library 500 25,500
    JFACT
    40 WOODLAND STREET
    HARTFORD,CT06105     		BOARD MEMBER/Treasurer Public GENERAL USE 10,000
    Jewish Federation
    333 BLOOMFIELD AVENUE
    WEST HARTFORD,CT06117     		Director,Forme President Public GENERAL USE 95600PJ Library 5000Monemtum Prog 10000Emergency Fund 50000 160,600
    Hebrew Senior Care
    1 ABRAHMS BLVD
    WEST HARTFORD,CT06117     		none Public GENERAL USE 40,000
    Connecticut Science Center
    250 COLUMBUS BLVD
    HARTFORD,CT06103     		none PUBLIC GENERAL USE 5,000
    Oak Hill School Foundation
    120 HOLCOMB STREET
    HARTFORD,CT06112     		trustee PUBLIC GENERAL USE 51200 Employee Appr 7200 58,400
    Camp Laurelwood
    463 SUMMER HILL ROAD
    MADISON,CT06443     		TRUSTEE PUBLIC GENERAL USE 97,000
    Nalt Conference for Community Justi
    820A PROSPECT HILL RD
    WINDSOR,CT06095     		none PUBLIC GENERAL USE 10,000
    Hartford Stage
    50 CHURCH STREET
    HARTFORD,CT06103     		none PUBLIC GENERAL USE 10,000
    CONNECTICUT COLLEGE-Hillel
    270 MOHEGAN AVENUE
    NEW LONDON,CT06320     		none PUBLIC endownment 25,000
    Trinity College
    300 Summit Street
    Hartford,CT06106     		ALUMNI,FORMER TRUSTEE PUBLIC Alumni 25000 Library 10000 Hillel En 25500 Student Fd 5000General Use 4000 69,500
    Jewish Educational Trade School
    1660 Rinaldi Street
    Granada Hills,CA91344     		none PUBLIC General Use 6,000
    Hartford Hospital Foundation
    80 Seymour Street
    Hartford,CT06102     		corporator PUBLIC Endownment 10,000
    Jewish Family Services
    333 Bloomfield Avenue
    West Hartford,CT06117     		none PUBLIC General Use 6,000
    Nutmeg Big Brothers Big Sisters
    30 Laurel Street
    Hartford,CT06106     		none PUBLIC General Use 2,500
    Solomon Schecher Day School
    26 Buena Vista Road
    West Hartford,CT06107     		trustee PUBLIC General Use 100,000
    Junior Acheivement
    193 Grand Sreet
    Waterbury,CT06702     		none PUBLIC General Use 1,000
    Birthright Israel Foundation
    33 East 33rd Street
    New York,NY10016     		none PUBLIC General Use 6,000
    Young Israel of West Hartford
    2240 Albany Ave
    West Hartford,CT06117     		none PUBLIC General Use 2,000
    Hillel Internation
    800 8th Steet NW
    Washington,DC20001     		none PUBLIC General Use 2,500
    Goodspeed Opera House
    6 Main Street
    East Haddam,CT06423     		none PUBLIC endownment 1,000
    Hartford Symphony Orchestra
    166 Capitol Avenue
    Hartford,CT06106     		none PUBLIC General Use 10,000
    United Synagogues of Conserrvative
    120 Broadway ste1540
    New York,NY10271     		none PUBLIC General Use 100
    Capital Community College
    950 Main Street
    Hartford,CT06103     		none PC General Use 1,000
    Anti Defamation League
    1952 Whitney Ave
    Hamden,CT06517     		none PC General Use 1,000
    Alzheimer Association
    2075Silas Deane hwy
    Rocky Hill,CT06067     		none PC General Use 500
    American Beethoven Society
    One Washington Sq
    San Jose,CA95152     		none PC General Use 100
    American Heart Association
    1 Union Street
    Robinsville,NJ08691     		none PC General Use 100
    American Lung Association
    PO Box 7000
    Albert Lea,MN56007     		none PC General Use 100
    American Red Cross
    PO Box 5003
    Hartford,CT06102     		none PC General Use 100
    American School for the Deaf
    139 North Main street
    West Hartford,CT06102     		none PC General Use 400
    American Society for Yad Vashem
    500 Fifth Avenue
    New York,NY10110     		none PC General Use 100
    AmericanTechnion Society
    One Gateway Center
    Newton,MA02458     		none PC General Use 2,500
    Ancient Burying Ground Assn
    PO BOX 347
    Hartfod,CT06141     		none PC General Use 200
    Arthritis Foundation
    35 Cold Spring Rd
    Hill,CT06067     		none PC General Use 500
    Boys and Girls Club Hartford
    170 Sigourney Street
    Hartford,CT06105     		none PC GENERASL USE 50,000
    Chai Mitzvah
    106 Timberwood Rd
    West Hartford,CT06117     		none PC General Use 2,500
    CT Childrens Medical Center Foundat
    282 Washington Street
    Hartford,CT06106     		none PC Endowment 20,000
    Connecticut Hospice
    PO Box793
    Bradford,CT06405     		none PC General Use 500
    Farmington Police Benevolent Assn
    PO BOX 312
    Unionville,CT06085     		none PC General Use 170
    Federation Homes
    156 Winterberry Ave
    Bloomfield,CT06002     		none PC General Use 500
    Florence Griswold Museum
    96 Lyme Street
    Old Lyme,CT06371     		FORMER TRUSTEE PC endownment 1,000
    Foundation for Jewish Camp
    253 west 35th street
    New York,NY10001     		none PC General Use 1,000
    Greater Hartford Art Council
    PO Box 23143
    Hartford,CT06123     		none PC General Use 3,000
    HARC
    900 Asylum Ave
    Hartford,CT06105     		none PC endownment 5,000
    JDRF
    20 Batterson Park Road
    Farmington,CT06032     		none PC General Use 5,000
    Jewish Assoc for Community Living I
    90 Asylum Avenue
    Hartford,CT06105     		none PC General Use 5,000
    Jewish Coalition for Literacy
    333 Bloomfield Ave
    West Hartford,CT06117     		none PC General Use 1,000
    Jewish Funders Network
    150 west 30th street
    New york,NY10001     		none PC General Use 1,000
    Jewish Historical Society
    333 Bloomfield Ave
    West Hartford,CT06117     		none PC General Use 3,500
    Jordan River Village
    244 Madison ave
    New York,NY10016     		none PC General Use 5,000
    JT Connect
    333 Bloomfield Ave
    West Hartford,CT06117     		none PC General Use 15,000
    KESHET
    284 Armory Street
    Jamaica Plains,MA02130     		none PC General Use 15,000
    Kingswood Oxford
    170 Kingswood Road
    West Hartford,CT06119     		none PC General Use 500
    Lambda Legal
    120 Wall Street
    New York,NY10005     		none PC General Use 500
    The Leukemia Lymphoma Society
    PO Box 4072
    Pittsfield,MA01202     		none PC General Use 200
    Loomis Chaffee
    4 Batchelder road
    Windsor,CT06095     		none PC General Use 5,000
    MAAD
    317 Foxon road
    East Haven,CT06513     		none PC General Use 500
    The Mark Twain House
    351 Farmington Ave
    Hartford,CT06105     		none PC General Use 1,000
    Masoncare Charity Foundation
    PO Box 70
    Wallingford,CT06492     		none PC General Use 500
    Mental Health Assn
    61 South Main Street
    West Hartford,CT06107     		none PC General Use 100
    Mercaz USA
    136 East 39 th Streeet
    New York,NY10016     		none PC General Use 100
    The Metropolitan Opera
    Lincoln Center
    New York,NY10023     		none PC General Use 250
    Mikveh Bess Israel
    61 North Main Street
    West Hartford,CT06107     		none PC General Use 500
    National Multiple Scierosis Society
    659 Tower Ave
    Hartford,CT06112     		none PC General Use 250
    Muscular Distrophy Assn
    127 Washington ave
    West North Haven,CT06473     		none PC General Use 100
    National Yiddish Book Center
    1021 West Street
    Amherst,MA01002     		none PC General Use 180
    New Britain Museium of American Art
    56 Lexington street
    New Britain,CT06052     		none PC General Use 2,500
    Old Lyme Fire Dept
    69 lyme STreet
    Old Lyme,CT06371     		none PC General Use 200
    Riverfront recapture
    50 Colubus Blvd
    hartford,CT06106     		none PC General Use 1,000
    Memorial Sloan Kettering Cancer Cen
    1275 York Avenue
    New York,NY10065     		none PC General Use 1,000
    ST Francis Foundation
    95 Woodland Street
    Hartford,CT06105     		Corporator PC endownment 10,000
    The Washington Institute
    1828 L Street NW
    Washington,DC20036     		none PC General Use 1,000
    United Way Foundation
    30 Laurel Street
    Hartford,CT06106     		FORMER TRUSTEE PC General Use 5,000
    Unversity of Pennsylvania
    3451 Walnut street
    Philadelphia,PA19104     		ALUMNI PC Hillel 1000 Kelly Writers 500Wharton 15000 Annual Fund 15000 31,500
    Pitt Annual Fund
    128 North Craig Street
    Pittsburgh,PA15260     		none PC General Use 100
    University of St Joseph
    1678 Asylum avenue
    West hartford,CT06117     		none PC General Use 2,500
    The Williston Northampon School
    19 Payson Avenue
    East Hampton,MA01027     		ALUMNI,FORMER TRUSTEE PC General Use 30,000
    YMCA Greater Hartford
    241 Trumbull Street
    Hartford,CT06103     		none PC General Use 250
    ACLU
    330 Main street
    Hartford,CT06106     		none PC General use 3,000
    Hartford Blooms Garden Tours
    111 Charter oak Avenue
    Hartford,CT06105     		none PC General Use 100
    Playhouse Theater Group
    244 ParkRroad
    West Hartford,CT06119     		none PC General Use 500
    CT State NAACP
    2074 Park Street
    Hartford,CT06104     		none PC General Use 500
    BBYO
    360 Amity Road
    Woodbridge,CT06525     		none PC General Use 6,000
    Bated Breath Theatre Compamy
    233 Pearl Street
    Hartford,CT06103     		none PC General Use 500
    Jewish National Fund
    77 Franklin Street
    Boston,MA02114     		none PC General Use 500
    MSMAF
    PO Box 197
    Collinsville,CT06019     		none PC General Use 400
    Emanuel Synagogue
    160 Mohegan Drive
    WestHartford,CT06117     		none PC General Use 100
    Intensive Education Academy
    840 North Main Street
    West Hartford,CT06117     		none PC General Use 250
    Consevative Synagogue of Fith Avenu
    11E 11th Street
    New York,NY10003     		none PC General Use 250
    Voices of Hope
    20 waterside Drive ste 100
    Farmington,CT06032     		none PC General Use 1,000
    CT Immigration and Refugee Coalitio
    40 Woodland Street
    Hartford,CT06105     		Landlord PC General Use 5,000
    Chabad Jewish Center
    25 Harris Street
    Glastonbury,CT06033     		none PC General Use 1,500
    Chabad at Univ of Ct
    15 Moulton Road
    Storrs,CT06268     		none PC General Use 2,000
    Hebrew Academy
    53 Gabb Road
    Bloomfield,CT06002     		none PC General Use 20,000
    Prizmah-Center for Jewish Day Schoo
    254 West 54th Street
    New York,NY10019     		none PC General Use 1,000
    United Synagogues of Greater Hartfo
    205 Mohawk Drive
    West Hartford,CT06111     		none PC General Use 100
    Connecticut Trust for Historic Pres
    940 Whitney Avenue
    Hamden,CT06517     		none PC General Use 100
    Norfolk Chamber Music Festiva
    PO Box 545
    Norfork,CT06058     		none PC General Use 350
    British Academy-American Fund for C
    2 Liberty Square
    Boston,MA02109     		none PC General Use 10,000
    American Friends of Alyn Hostipal
    122 E 42nd Street
    New York,NY10168     		none PC General Use 360
    ALS Association
    5881 Glenridge Drive
    Atlanta,GA30326     		none PC General Use 1,000
    Immigrant Heritage Hall of Fame
    PO Box 1525
    New Britain,CT06050     		none PC General Use 1,500
    Children's Museum
    950 Trout Brook Drive
    West Hartford,CT06119     		none PC General Use 1,000
    18 Doors
    PO Box 428
    Newton Upper Falls,MA02464     		none PC General Use 350
    Center for Children's Advocacy
    65 Elizabeth Street
    Hartford,CT06105     		none PC General Use 500
    Hartford Artisan's Weaving Center
    42 Woodland Street
    Hartford,CT06105     		Landlord PC General Use 300
    Algemeiner
    208 East 51st Street
    New York,NY11213     		none PC General Use 250
    Young Israel of East Brunswick
    Dunhams Corner Road
    East Brunswick,NJ08816     		none PC General Use 200
    Boys Scouts of America
    60 Darlin Street
    East Hartford,CT06108     		none PC General Use 500
    American Jewish World Service
    45 West 36 Street
    New York,NY10018     		none PC General Use 2,500
    Pennsylvania Gazette
    3910 Chestnut Street
    Philadephia,PA19104     		none PC General Use 100
    Total .................................bullet 3a 1,240,440
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 1  
    4 Dividends and interest from securities....     14 791,594  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		        -59,455
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   791,595 -59,455
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    732,140
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2019)
    Additional Data


    Software ID: 19009920
    Software Version: 2019v5.0


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2019 AccountingFeesSchedule
    Name:
    The Zachs Family Foundation Inc
    EIN:
    06-1157320
    Software ID:
    19009920
    Software Version:
    2019v5.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Software 94 94 0 0

    TY 2019 InvestmentsCorpBondsSchedule
    Name:
    The Zachs Family Foundation Inc
    EIN:
    06-1157320
    Software ID:
    19009920
    Software Version:
    2019v5.0
    Name of Bond End of Year Book Value End of Year Fair Market Value
    COLUMBIA CARE 750,000 750,000

    TY 2019 InvestmentsCorpStockSchedule
    Name:
    The Zachs Family Foundation Inc
    EIN:
    06-1157320
    Software ID:
    19009920
    Software Version:
    2019v5.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Vodafone Group PLC 5,067,265 3,894,588
    Sprint    
    Verizon Communications 6,272,313 7,098,098
    ATT 2,182,470 1,934,720
    Coca Cola 397,144 446,800
    Opka Heath Inc 366,445 170,500
    T-Mobile US 340,990 2,704,046
    Glaxo Smith Kline 241,530 203,950
    Apple 145,500 547,200
    Bluebird Bio 623,915 244,160
    Dish Network 328,950 172,550
    Teva Pharmaceutical 87,511 23,452
    Alibaba Group Holding-QSBS 28,052 104,830
    Blackline-QSBS 49,390 744,946
    Coupa Software 34,634 560,452
    PYXUS INTERNATIONAL 28,025 470
    ALTERYX CL A 27,092 333,488
    BAIN CAPITAL SPECIALTY FINANCE    
    BENEFITFOCUS    
    PARSONS 13,500 18,120
    PLURALSIGHT CL A 53,424 122,018
    DOCUSIGN 12,259 148,962
    UBER TECHNOLGIES 202,523 145,330
    ATT 5% SER A PFD 250,000 253,600
    DATADOG 2,789 192,420
    FASTLY 41,588 605,445
    ADYEN 22,410 855,564
    TRIP.COM GROUP 209,824 233,280

    TY 2019 InvestmentsOtherSchedule2
    Name:
    The Zachs Family Foundation Inc
    EIN:
    06-1157320
    Software ID:
    19009920
    Software Version:
    2019v5.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    T-MOBILE RIGHTS AT COST 25,444 4,362
    Macquarie Infrastructure Co LLC AT COST 181,189 153,450
    BLACKROCK LIQUIDITY AT COST    
    MSIF ULTRA SHORT INCOME A AT COST 29,647 29,539
    CONFORMIS-SERIES E1 AT COST    
    CONFORMIS-SERIES E2 AT COST    
    Iconiq Strategic Partners B LP AT COST 294,349 791,805
    Iconiq Opportunities Fund 2 LP AT COST    
    Mutualink Inc. AT COST 500,000 500,000
    Iconiq Strategic Partners II B AT COST 958,135 2,753,485

    TY 2019 OtherDecreasesSchedule
    Name:
    The Zachs Family Foundation Inc
    EIN:
    06-1157320
    Software ID:
    19009920
    Software Version:
    2019v5.0
    Description Amount
    Differences caused by K-1s on calendar basis versus 06/3/20 2,149,483


    TY 2019 OtherProfessionalFeesSchedule
    Name:
    The Zachs Family Foundation Inc
    EIN:
    06-1157320
    Software ID:
    19009920
    Software Version:
    2019v5.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Data Analytics 3,300 0 0 3,300
    Investment Expenses 17,478 17,478 0 0