Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 07-01-2022 , and ending 06-30-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$32,570,541J 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 right arrow.............
3 Interest on savings and temporary cash investments 21 21  
4 Dividends and interest from securities... 1,420,148 1,420,148  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 10,411,590
b Gross sales price for all assets on line 6a 32,116,751
7 Capital gain net income (from Part IV, line 2)... 10,445,330
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)....... Click to see attachment
List of Attached Documents:
// Content
27,536 7,500  
12 Total. Add lines 1 through 11........ 11,859,295 11,872,999  
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)......... Click to see attachment
List of Attached Documents:
// Content
268 268    
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,374 6,344    
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
131,339 131,339    
17 Interest............... 18,946 18,946    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
68 68    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 831      
22 Printing and publications.......... 3,010      
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
1,743 899    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 162,579 157,864   0
25 Contributions, gifts, grants paid....... 1,475,637 1,475,637
26 Total expenses and disbursements. Add lines 24 and 25 1,638,216 157,864   1,475,637
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 10,221,079
b Net investment income (if negative, enter -0-) 11,715,135
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 60,375 77,317 77,317
2 Savings and temporary cash investments......... 206,371    
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow2,757,778
Less: allowance for doubtful accounts right arrow     2,757,778 2,757,778
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 112,528 Click to see attachment
List of Attached Documents:
// Content
2,198,926 		2,198,926
b Investments—corporate stock (attach schedule)....... 14,585,598 Click to see attachment
List of Attached Documents:
// Content
116,681 		1,181,017
c Investments—corporate bonds (attach schedule)....... 250,000    
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,820,544 Click to see attachment
List of Attached Documents:
// Content
24,304,352 		26,355,503
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 19,035,416 29,455,054 32,570,541
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 19,035,416 29,455,054
29 Total net assets or fund balances (see instructions)..... 19,035,416 29,455,054
30 Total liabilities and net assets/fund balances (see instructions). 19,035,416 29,455,054
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
19,035,416
2
Enter amount from Part I, line 27a .....................
2
10,221,079
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
198,559
4
Add lines 1, 2, and 3 ..........................
4
29,455,054
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
29,455,054
Form 990-PF (2022)
Form 990-PF (2022)
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 .138 DISCOVERY INC P 2020-10-05 2023-04-11
b 1741.664 WARNER BROS DISCOVERY P 2020-10-05 2023-04-11
c 1209.585 WARNER BROS DISCOVERY P 2020-10-05 2023-04-10
d 725.751 WARNER BROS DISCOVERY P 2020-10-05 2023-04-10
e AMERITRADE-COVERED P    
3150 T-MOBILE P 2020-01-08 2022-07-27
3410 VODAFONE P 2020-01-08 2022-07-27
29000 VODAFONE P 2020-01-08 2022-07-28
4837.909 WARNER BROS DISCOVERY P 2013-12-24 2022-07-21
725.751 WARNER BROS DISCOVERY P 2015-12-31 2022-07-21
4838.34 WARNER BROS DISCOVERY P 2019-04-08 2022-07-21
282 AIRBNB P 2020-07-01 2023-02-13
2120 WARBY PARKER P 2020-07-01 2023-02-13
875 DATADOG P 2020-07-01 2023-06-14
1547 PROCORE TECH P 2020-07-01 2023-06-14
2980 ISHARESTR RUS P 2023-01-05 2023-01-05
100 SBA COMMUNICALTIONS P 2017-05-10 2023-01-13
1000 T-MOBILE P 2018-01-10 2023-01-13
3000 VERIZON COMMUNICATIONS P 2018-01-10 2023-01-13
1000 VODAFONE P 2018-01-10 2023-01-13
1000 ATT P 2018-01-10 2023-01-13
400 APPLE P 2018-01-10 2023-02-01
4000 SBA COMMUNICALTIONS P 2018-01-10 2023-02-03
4000 ATT P 2018-01-10 2023-02-03
300 SBA COMMUNICALTIONS P 2018-01-10 2023-02-03
500000 CITIGROUPGLOBAL MKTSSER N P 2023-01-02 2023-02-16
1297.017 COHEN &STEERS REAL ESTATE P 2023-01-02 2023-03-15
100 APPLE P 2018-01-10 2023-03-16
500 INVESCO QQQ TR SER 1 P 2023-01-10 2023-03-16
180 ISHARESTR RUS P 2023-01-10 2023-03-16
100 SPDR S&P 500 ETF P 2023-01-10 2023-03-16
250000 CREDIT SUISSE AG LONDONMTN P 2023-01-10 2023-03-17
1684.636 GUGGEHEIM RISK MGD REAL ESTATE P 2023-01-10 2023-03-17
3800 ISHARESTR RUS P 2023-01-10 2023-04-05
11177..213 COHEN &STEERS REAL ESTATE P 2023-01-10 2023-04-18
4735.28 GUGGEHEIM RISK MGD REAL ESTATE P 2023-01-10 2023-04-18
4533 INVESCO-ETFFD TR S&P500 P 2023-01-10 2023-05-01
500 INVESCO QQQ TR SER 1 P 2023-01-10 2023-05-01
88 PUT SPDR S&P 500 ETF P 2023-04-27 2023-05-05
524.705 FIDELITY TOTAL MKT INDEX FDL P 2023-01-10 2023-05-24
88 CALL SPDR S&P 500 ETF P 2023-04-27 2023-06-01
446.923 FIDELITY TOTAL MKT INDEX FDL P 2023-05-24 2023-06-02
1361.7 FIDELITY 500 INDEX FUND P 2023-01-10 2023-06-02
530.645 FIDELITY 500 INDEX FUND P 2023-01-10 2023-06-27
7300 ISHARES GOLD TR P 2023-01-10 2023-06-30
3483.21 COHEN &STEERS REAL ESTATE P 2022-08-11 2022-09-23
FIDELITY 500 INDEX FUND P 2022-08-18 2022-09-27
GUGGEHEIM RISK MGD REAL ESTATE P 2022-08-11 2022-09-23
INVESCO QQQ TR SER 1 P 2022-08-11 2022-10-18
ISHARESTR RUS P 2022-08-18 2022-11-01
MATTHEWS ASIAN INNOVATORS P 2022-08-11 2022-10-19
MATTHEWS EMERG MRK SSM CO P 2022-08-11 2022-10-19
MATTHEWS PACIFIC TIGER FD P 2022-08-18 2022-10-19
SPDR GOLD TR P 2022-08-11 2022-09-27
VANGUARD INDEX FDSTOTALSTK MKT P 2022-08-11 2022-10-18
ADYEN P 2017-05-31 2022-08-18
AIRBNB P 2016-09-08 2022-08-11
ALIBABA P 2014-06-02 2022-08-11
ALTERYX P 2015-09-22 2022-08-11
APPLE P 2014-07-15 2022-09-21
ATT P 2013-12-24 2022-09-23
BLACKLINE P 2013-09-03 2022-08-11
COLA COLA P 2013-08-14 2022-08-18
COUPA SOFTWARE P 2015-05-26 2022-08-11
DATADOG P 2015-12-28 2022-08-11
DISH NETWORK P 2014-09-11 2022-08-11
DOCSIGN P 2018-04-27 2022-08-11
FASTLY P 2015-07-24 2022-08-11
PARSONS P 2019-05-08 2022-08-11
T-MOBILE P 2013-06-06 2022-09-23
SBA COMMUNICALTIONS P 2017-05-10 2022-08-19
TELEPHONE & DATA SYS P 2021-02-23 2022-08-11
TRIP COM GROUP P 2013-08-20 2022-08-11
UBER TECH P 2014-12-05 2022-08-11
VERIZON COMMUNICATIONS P 2013-12-30 2022-08-11
VODAFONE P 1995-12-15 2022-08-11
VODAFONE P 1995-12-15 2022-08-11
CALL SPY P 2022-11-07 2022-11-08
CALL SPY P 2022-10-18 2022-10-19
CALL SPY P 2022-12-15 2022-12-16
CALL VTI P 2022-11-07 2022-11-08
CALL VTI P 2022-12-15 2022-12-16
IC0NIQ STRATPTR. B P 2021-01-05 2022-12-31
IC0NIQ STRATPTR. IIB P 2021-01-05 2022-12-31
PROFICO GATEWAY P 2021-01-05 2022-12-31
PROFICO GATEWAY P 2021-01-05 2022-12-31
SPUR VENTURES VII P 2021-01-05 2022-12-31
SPUR VENTURES VII P 2021-01-05 2022-12-31
PINNAACLE OPPORT P 2021-01-05 2022-12-31
PINNAACLE OPPORT P 2021-01-05 2022-12-31
IC0NIQ STRAT PTR.VI-B P 2021-01-05 2022-12-31
PROFICO ALT OPPORT FD P 2021-01-05 2022-12-31
PROFICO ALT OPPORT FD P 2022-01-05 2022-12-31
EVR OFFSHORE PTRS FD P 2021-01-05 2022-12-31
CORONADO HAYNESVILLE 2021 LP P 2021-01-05 2022-12-31
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 4   4  
b 25,042   48,533 -23,491
c 17,391   33,730 -16,339
d 10,434   20,214 -9,780
e 1,193,053   1,625,271 -432,218
444,269   339,590 104,679
50,103   12,003 38,100
417,587   102,080 315,507
69,521   166,328 -96,807
10,429   24,800 -14,371
69,527   154,230 -84,703
32,984   14,643 18,341
30,868   11,611 19,257
85,102   2,012 83,090
103,284   3,867 99,417
266,716   270,818 -4,102
30,203   12,954 17,249
149,238   27,973 121,265
123,604   177,411 -53,807
106,521   40,200 66,321
19,380   21,984 -2,604
57,181   9,700 47,481
118,226   51,816 66,410
81,098   87,858 -6,760
88,729   38,862 49,867
500,000   500,020 -20
20,000   24,384 -4,384
15,228   2,425 12,803
148,154   163,994 -15,840
12,226   12,105 121
39,030   42,637 -3,607
211,305   250,017 -38,712
50,000   60,546 -10,546
265,661   255,557 10,104
172,800   210,132 -37,332
141,914   170,184 -28,270
297,681   307,803 -10,122
159,254   163,103 -3,849
35,492   33,324 2,168
60,000   54,003 5,997
56,292   54,236 2,056
51,955   45,997 5,958
200,000   202,848 -2,848
80,000   79,045 955
263,915   249,263 14,652
54,800   65,484 -10,684
350,000   406,732 -56,732
60,000   69,280 -9,280
137,508   164,606 -27,098
334,250   369,915 -35,665
164,761   200,000 -35,239
175,810   200,000 -24,190
167,061   200,000 -32,939
76,132   83,426 -7,294
949,616   1,062,805 -113,189
893,607   51,561 842,046
12,966   5,513 7,453
46,820   28,052 18,768
137,576   27,092 110,484
784,563   113,975 670,588
950,307   1,326,709 -376,402
483,667   34,671 448,996
648,227   397,144 251,083
155,276   34,633 120,643
764,001   14,752 749,249
13,270   44,211 -30,941
64,727   12,259 52,468
89,126   46,812 42,314
21,082   13,500 7,582
2,701,246   306,617 2,394,629
6,573,549   2,487,168 4,086,381
231,995   250,000 -18,005
237,523   209,824 27,699
193,230   243,070 -49,840
5,152,441   5,565,627 -413,186
1,838,317   1,008,439 829,878
771,524   198,090 573,434
35,895   25,780 10,115
251,820   251,930 -110
19,253   269 18,984
119   65 54
23,744   999 22,745
74,524     74,524
27,141     27,141
17,692     17,692
77     77
250     250
    1 -1
12,663     12,663
10,960     10,960
    233 -233
    3,802 -3,802
19,013     19,013
4,974     4,974
2,247     2,247
      33,740
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        
b       -23,491
c       -16,339
d       -9,780
e       -432,218
      104,679
      38,100
      315,507
      -96,807
      -14,371
      -84,703
      18,341
      19,257
      83,090
      99,417
      -4,102
      17,249
      121,265
      -53,807
      66,321
      -2,604
      47,481
      66,410
      -6,760
      49,867
      -20
      -4,384
      12,803
      -15,840
      121
      -3,607
      -38,712
      -10,546
      10,104
      -37,332
      -28,270
      -10,122
      -3,849
      2,168
      5,997
      2,056
      5,958
      -2,848
      955
      14,652
      -10,684
      -56,732
      -9,280
      -27,098
      -35,665
      -35,239
      -24,190
      -32,939
      -7,294
      -113,189
      842,046
      7,453
      18,768
      110,484
      670,588
      -376,402
      448,996
      251,083
      120,643
      749,249
      -30,941
      52,468
      42,314
      7,582
      2,394,629
      4,086,381
      -18,005
      27,699
      -49,840
      -413,186
      829,878
      573,434
      10,115
      -110
      18,984
      54
      22,745
      74,524
      27,141
      17,692
      77
      250
      -1
      12,663
      10,960
      -233
      -3,802
      19,013
      4,974
      2,247
       
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 10,445,330
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 -801,410
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
Part V
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 right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 162,840
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 162,840
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- ..... 5 162,840
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 31,684
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 31,684
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8 6,446
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 137,602
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow0 Refundedright arrow 11  
Part VI-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 the instructions
for the 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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCT
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 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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 (2022)
Form 990-PF (2022)
Page 5
Part VI-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 addressright arrowN/A
14
The books are in care ofright arrowHolly Martino Telephone no.right arrow (860) 727-5733

Located atright arrow40 Woodland StreetHartfordCT ZIP+4right arrow06105
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
Yes
 
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
Yes
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2022? .............
1d
 
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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...................right arrow  
Form 990-PF (2022)
Form 990-PF (2022)
Page 7
Part VII
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.............right arrow  
Part VIII-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 VIII-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.........................right arrow  
Form 990-PF (2022)
Form 990-PF (2022)
Page 8
Part IX
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
15,508,885
b
Average of monthly cash balances.......................
1b
811,597
c
Fair market value of all other assets (see instructions)................
1c
13,609,313
d
Total (add lines 1a, b, and c).........................
1d
29,929,795
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
29,929,795
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
448,947
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
29,480,848
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,474,042
Part X
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 IX, line 6..................
1
1,474,042
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
162,840
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
162,840
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,311,202
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
1,311,202
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,311,202
Part XI
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
1,475,637
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
1,475,637
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 1,311,202
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only.......  
b Total for prior years:20, 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 47,135
b From 2018...... 118,199
c From 2019......  
d From 2020...... 271,109
e From 2021......  
f Total of lines 3a through e ........ 436,443
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 1,475,637
a Applied to 2021, 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 2022 distributable amount..... 1,311,202
e Remaining amount distributed out of corpus 164,435
5 Excess distributions carryover applied to 2022.    
(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 5 600,878
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		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 2017 not
applied on line 5 or line 7 (see instructions) ... 		47,135
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		553,743
10 Analysis of line 9:
a Excess from 2018.... 118,199
b Excess from 2019....  
c Excess from 2020.... 271,109
d Excess from 2021....  
e Excess from 2022.... 164,435
Form 990-PF (2022)
Form 990-PF (2022)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
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 (2022)
Form 990-PF (2022)
Page 11
Part XIV
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 600
Beh El Temple


2626 ALBANY AVE
WEST HARTFORD,CT06117 		member Public GENERAL USE 1,842
The Bushnell


166 CAPITOL AVE
HARTFORD,CT06106 		Trustee-Vice Chair Public GENERAL USE 23,000
Chabad House


2352 ALBANY AVE
WEST HARTFORD,CT06117 		none Public Camp Gam 10000General Use 10500 20,400
Charter Oak Cultural Center


21 CHARTER OAK AVE
HARTFORD,CT06104 		none Public GENERAL USE 31,500
CPTV


1049 ASYLUM AVENUE
HARTFORD,CT06105 		none Public GENERAL USE 500
CT Historial Society


ONE ELIZABETH STREET
HARTFORD,CT06105 		trustee Public GENERAL USE 7,000
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 500
Hill-Stead Museum


35 MOUNTAIN ROAD
FARMINGTON,CT06032 		none Public GENERAL USE 2,000
Mandell Jewish Community Center


333 BLOOMFIED AVENUE
WEST HARTFORD,CT06117 		none Public General Use 25000 14,100
REAL ART WAYS


56 ARBOR STREET
HARTFORD,CT06106 		none Public GENERAL USE 6,000
University of Connecticut-Hillel


115 NORTH EAGLEVILLE ROAD
STORRS,CT06268 		Director Public General Use 41,200
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 		Advisor-Greenberg Center Public Hartt School 1500 Art School 1000 Hillel 5000 Greenberg Ctr 3000Barney School 1000 13,100
Wadsworth Atheneum


600 MAIN STREET
HARTFORD,CT06103 		trustee Public GENERAL USE 25000Library 500 125,500
JFACT


40 WOODLAND STREET
HARTFORD,CT06105 		BOARD MEMBER/Treasurer Public GENERAL USE 9,000
Jewish Federation


333 BLOOMFIELD AVENUE
WEST HARTFORD,CT06117 		Director,Forme President Public GENERAL USE 69,666
Hebrew Senior Care


1 ABRAHMS BLVD
WEST HARTFORD,CT06117 		none Public GENERAL USE 3,250
Connecticut Science Center


250 COLUMBUS BLVD
HARTFORD,CT06103 		none PUBLIC GENERAL USE 3,000
Oak Hill School Foundation


120 HOLCOMB STREET
HARTFORD,CT06112 		trustee PUBLIC GENERAL USE 8,000
Camp Laurelwood


463 SUMMER HILL ROAD
MADISON,CT06443 		TRUSTEE PUBLIC GENERAL USE 25,100
Nalt Conference for Community Justi


820A PROSPECT HILL RD
WINDSOR,CT06095 		none PUBLIC GENERAL USE 1,500
Hartford Stage


50 CHURCH STREET
HARTFORD,CT06103 		none PUBLIC GENERAL USE 7,000
CONNECTICUT COLLEGE-Hillel


270 MOHEGAN AVENUE
NEW LONDON,CT06320 		none PUBLIC endownment 25000head position 100000 general use 200000 28,600
Trinity College


300 Summit Street
Hartford,CT06106 		ALUMNI,ADV,Hillel,Tr.Libr PUBLIC Alumni 42425Library 35000 Hillel 75000 143,825
Theater Works


233 Pearl Street
Hartford,CT06103 		none PUBLIC General Use 5,000
Connecticut Explored


PO Box 271561
West Hartford,CT06127 		none PUBLIC General Use 200
Hartford Hospital Foundation


80 Seymour Street
Hartford,CT06102 		corporator PUBLIC Endownment 20000General Use 25000 23,000
Jewish Family Services


333 Bloomfield Avenue
West Hartford,CT06117 		none PUBLIC General Use 3,000
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 175,500
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
Hillel Internation


800 8th Steet NW
Washington,DC20001 		none PUBLIC General Use 1,000
Goodspeed Opera House


6 Main Street
East Haddam,CT06423 		none PUBLIC endowment 500
Hartford Symphony Orchestra


166 Capitol Avenue
Hartford,CT06106 		none PUBLIC General Use 7,800
Capital Community College


950 Main Street
Hartford,CT06103 		none PC General Use 500
Anti Defamation League


1952 Whitney Ave
Hamden,CT06517 		none PC General Use 1,500
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 1,000
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 5,000
Chai Mitzvah


106 Timberwood Rd
West Hartford,CT06117 		none PC General Use 2,000
CT Childrens Medical Center Foundat


282 Washington Street
Hartford,CT06106 		none PC Endowment 6,000
Connecticut Hospice


PO Box793
Bradford,CT06405 		none PC General Use 500
Farmington Police Benevolent Assn


PO BOX 312
Unionville,CT06085 		none PC General Use 200
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 2,000
Greater Hartford Art Council


PO Box 23143
Hartford,CT06123 		none PC General Use 1,000
HARC


900 Asylum Ave
Hartford,CT06105 		none PC endownment 2,000
Jewish Assoc for Community Living I


90 Asylum Avenue
Hartford,CT06105 		none PC General Use 3,000
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 1,500
Jordan River Village


244 Madison ave
New York,NY10016 		none PC General Use 3,000
JT Connect


333 Bloomfield Ave
West Hartford,CT06117 		none PC General Use 10,050
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 500
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 1,500
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 250
New Britain Museium of American Art


56 Lexington street
New Britain,CT06052 		none PC General Use 1,500
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 2,000
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 Zachs Endowment fund 4,000
Unversity of Pennsylvania


3451 Walnut street
Philadelphia,PA19104 		ALUMNI PC Hillel 1000 Kelly Writers 500Wharton 15000 Annual Fund 15000 31,000
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
Urban League of Greater Hartford


140 Woodland Street
Hartford,CT06105 		none PC General Use 5,000
The Williston Northampon School


19 Payson Avenue
East Hampton,MA01027 		ALUMNI,FORMER TRUSTEE PC General Use 27,000
YMCA Greater Hartford


241 Trumbull Street
Hartford,CT06103 		none PC General Use 250
ACLU


330 Main street
Hartford,CT06106 		none PC General use 1,500
Congregation Beth Israel


701 Farmington Avenue
West Hartford,CT06119 		  PC General Use 5,400
Jewish Foundation of Greater New Ha


360 Amity Road
Woodbridge,CT06525 		none PC General Use 200,000
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
Jewish Community Foundation


333 Bloomfield ave
West Hartford,CT06117 		FORMER TRUSTEE PF Beth El 2nd Generation fund 2 166,622
BBYO


360 Amity Road
Woodbridge,CT06525 		none PC General Use 4,000
The Hartford Foundation For Publc G


10 Colubus Blvd
Hartford,CT06106 		none PF Bushnell 36000 Endow Hartford 1000 18,850
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
Emanuel Synagogue


160 Mohegan Drive
WestHartford,CT06117 		none PC General Use 10,000
Intensive Education Academy


840 North Main Street
West Hartford,CT06117 		none PC General Use 1,000
Chilren's ReadingPartners -Jewish F


333 Bloomfield Ave
West Hartford,CT06117 		none PC General Use 2,000
Consevative Synagogue of Fith Avenu


11E 11th Street
New York,NY10003 		none PC General Use 500
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,Trustee PC General Use 9,500
Chabad Jewish Center


25 Harris Street
Glastonbury,CT06033 		none PC General Use 2,500
Chabad Lubavitch


85 West Street
Litchfield,CT06759 		none PC General Use 1,000
Prizmah-Center for Jewish Day Schoo


254 West 54th Street
New York,NY10019 		none PC General Use 1,000
Connecticut Trust for Historic Pres


940 Whitney Avenue
Hamden,CT06517 		none PC General Use 100
ALS Association


5881 Glenridge Drive
Atlanta,GA30326 		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
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 5,000
Pennsylvania Gazette


3910 Chestnut Street
Philadephia,PA19104 		none PC General Use 100
New England Center For The Deaf


848 Central Street
Farminghamon,MA01701 		none PC General Use 180
The Trevor Project


PO Box 69232
West Hollywood,CA90069 		none PC General Use 6,052
24 Hr Power Inc


27 Butternut Lane
Rockland,MA02370 		none PC General Use 5,000
New England Jewish Academy


300 Bloomfield Avenue
West Hartford,CT06117 		TRUSTEE PC Generl Use 19,500
State NAACP


2074 Park Street
Hartford,CT06104 		none PC General Use 500
Colears School


324 W 15th Street
New York,NY10011 		none PC General Use 5,000
Dignity Grows


40 Woodland Street
Hartford,CT06105 		Landlord POF General Use 15,000
Main Street Community Foundation


PO Box 2702
Bristol,CT06011 		none PC Manning/Sisson Memorial fund 150
American Friends of Natal


1120 Ave of Amercas
New York,NY10036 		none PC General Use 2,000
Advancing Connecticut Together


6 CROYDON DRIVE
BLOOMFIELD,CT06002 		NONE PC GENERAL USE 1,000
Childrens Medical Center Foundation


PO BOX 847253
DALLAS,TX75284 		NONE PC GENERAL USE 500
Farminton Valley Visiting Nurse Ass


8 OLD MILL LANE
SIMSBURY,CT06070 		NONE PC GENERAL USE 500
MICHAEL E SIMMONS FOUNDATION


750 CONNECTICUT BLVD
EAST HARTFORD,CT06108 		NONE PC GENERAL USE 5,000
Marthas Vineyard Community Services


111 EDGARTOWN ROAD
VINEYARD HAVEN,MA02568 		NONE PC GENERAL USE 2,500
Musicians Lifeline Inc


3 WHYNWOOD ROAD
SIMSBURY,CT06070 		NONE PC GENERAL USE 1,000
New Bedford StarOld Colony YMCA


320 MAIN STREET
BROCKTON,MA02301 		NONE PC GENERAL USE 2,000
Share Our Strength


PO BOX 715475
PHILADELPHIA,PA19171 		NONE PC GENERAL USE 500
StJudes Childrens Research Hospital


501 ST JUDE PLACE
MEMPHIS,TN38105 		NONE PC GENERAL USE 5,000
Vineyard House


56 SHORT HILL ROAD
VINEYARD HAVEN,MA02568 		NONE PC GENERAL USE 5,000
Total .................................right arrow 3a 1,475,637
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2022)
Form 990-PF (2022)
Page 12
Part XV-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 21  
4 Dividends and interest from securities ....     14 1,420,148  
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 .....     41 27,536  
8 Gain or (loss) from sales of assets other than
inventory ............ 		        10,411,590
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a0THER INCOME 		         
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,447,705 10,411,590
13Total. Add line 12, columns (b), (d), and (e)..................
13
11,859,295
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2022)
Form 990-PF (2022)
Page 13
Part XVI
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID: 22015553
Software Version: 2022v5.0


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
The Zachs Family Foundation Inc
EIN:
06-1157320
Software ID:
22015553
Software Version:
2022v5.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CREDIT CARD FEES 30 0 0 0
NEW CHECKS 232 232 0 0
SOFTWARE FEES 112 112 0 0
TAX PREPARATION 6,000 6,000 0 0

TY 2022 InvestmentsCorpStockSchedule
Name:
The Zachs Family Foundation Inc
EIN:
06-1157320
Software ID:
22015553
Software Version:
2022v5.0
Name of Stock End of Year Book Value End of Year Fair Market Value
Vodafone Group PLC    
Verizon Communications    
ATT    
Coca Cola    
Opka Heath Inc    
T-Mobile US    
Glaxo Smith Kline    
Apple 19,400 155,176
Dish Network    
Alibaba Group Holding-QSBS    
Blackline-QSBS    
Coupa Software    
ALTERYX CL A    
PARSONS    
DOCUSIGN    
UBER TECHNOLGIES    
DATADOG 21,307 574,339
FASTLY    
ADYEN    
TRIP.COM GROUP    
AIRBNB    
SBA COMMUNICATIONS    
GINKGO BIOWORKS HGL    
PROCORE TECH 1,851 170,158
SPRINKLR 74,123 281,344
WARBY PARKER    
WARNER BROS DISCOVERY    

TY 2022 InvestmentsGovtObligationsSch
Name:
The Zachs Family Foundation Inc
EIN:
06-1157320
Software ID:
22015553
Software Version:
2022v5.0
US Government Securities - End of Year Book Value:

2,198,926
US Government Securities - End of Year Fair Market Value:

2,198,926
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2022 InvestmentsOtherSchedule2
Name:
The Zachs Family Foundation Inc
EIN:
06-1157320
Software ID:
22015553
Software Version:
2022v5.0
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
GINKGO BIOWORKS HGL-WTS AT COST    
FIDELITY 500 INDEX FUND AT COST 575,113 581,401
ALPS ETF TR ALERIAN AT COST 116,570 117,630
INVESCO QQQ TR UNIT SER AT COST 652,978 738,840
ISHARES TR RUS TP200 GR ETF AT COST 266,078 303,642
SPDR S&P 500ETF TR TR UNIT AT COST 3,677,748 3,900,864
SPDR SER TR S&P BIOTECH AT COST 274,619 249,600
VANGUARD INDEX FUNDS S&P 500 AT COST 204,936 244,368
VANGUARD INDEX FDS TOTAL STK AT COST 4,254,501 4,405,600
ISHARES GOLD TR AT COST 772,969 804,219
SPDR GOLD TR GOLD SHS AT COST 1,560,218 1,604,430
PUT NEWS S&P500 INDEX AT COST 49,443 7,196
CALL VANGUARD INDEX FDS AT COST 77,864 211,600
Iconiq Strategic Partners B LP AT COST 155,817 162,938
Mutualink Inc. AT COST 500,000 500,000
Iconiq Strategic Partners II B AT COST 661,989 2,054,213
COLUMBIA CARE AT COST 750,000 653,273
HOLISTIC INDUSTRIES AT COST 1,000,000 691,910
ICONIQ STRATEGIC PTRS VI LP CO -INV FO- AT COST 199,008 240,274
ICONIQ STRATEGIC PTRS VI-B LP AT COST 383,245 496,063
ICONIQ STRATEGIC PTRS VI CO INV FOB AT COST 155,817 162,938
COROHADO HAYNESVILLE 2021 LP AT COST 300,000 289,283
PROFICO CANADIAN ALTERNATIVE REAL ESTATE AT COST 598,366 631,380
PROFICIO GATEWAY FUND LLC AT COST 1,030,475 1,315,777
PINNACLE OPPORTUNITY LP AT COST 617,098 658,514
PROFICIO ALTERNATIVE OPPORTUNITIES FD LP AT COST 1,030,326 1,014,218
SPUR VENTURES VII LP AT COST 81,905 59,727
EVR OFFSHORE PARTNERS FUND LTD AT COST 809,709 766,410
HILL CITY OFFSHORE FUND LTD AT COST 800,000 815,774
ATREIDES FOUNDATION FUND LP AT COST 800,000 881,667
EVERSEPT GLOBAL HEALTHCASE OFFSHORE FUND AT COST 800,000 873,068
HITE HEDGE OFFSHORE LTD AT COST 800,000 858,112
WIP EMPORIA COINVETENT FUND LP AT COST 503,288 483,774

TY 2022 LegalFeesSchedule
Name:
The Zachs Family Foundation Inc
EIN:
06-1157320
Software ID:
22015553
Software Version:
2022v5.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Legal Fees1 268 268 0 0


TY 2022 OtherExpensesSchedule
Name:
The Zachs Family Foundation Inc
EIN:
06-1157320
Software ID:
22015553
Software Version:
2022v5.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Special Event Expenses 844      
WEB DESIGN FEE 899 899    


TY 2022 OtherIncomeSchedule2
Name:
The Zachs Family Foundation Inc
EIN:
06-1157320
Software ID:
22015553
Software Version:
2022v5.0
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Other Investment Income 27,536 7,500  


TY 2022 OtherIncreasesSchedule
Name:
The Zachs Family Foundation Inc
EIN:
06-1157320
Software ID:
22015553
Software Version:
2022v5.0
Description Amount
DIFFERENCES CAUSED BY K-1S ON CALENDER BASIS 198,559


TY 2022 OtherProfessionalFeesSchedule
Name:
The Zachs Family Foundation Inc
EIN:
06-1157320
Software ID:
22015553
Software Version:
2022v5.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Expenses 131,339 131,339 0 0


TY 2022 TaxesSchedule
Name:
The Zachs Family Foundation Inc
EIN:
06-1157320
Software ID:
22015553
Software Version:
2022v5.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 68 68