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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 07-01-2023 , and ending 06-30-2024
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$35,465,663J 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      
4 Dividends and interest from securities... 802,818 802,818  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,787,150
b Gross sales price for all assets on line 6a 7,911,518
7 Capital gain net income (from Part IV, line 2)... 1,795,729
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 2,305
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... Click to see attachment
List of Attached Documents:
// Content
2,305  
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
59,922 59,748  
12 Total. Add lines 1 through 11........ 2,652,195 2,658,295  
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
List of Attached Documents:
// Content
219      
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
357,851 356,999   852
17 Interest............... 174,198 174,198    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
240 240    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
169     169
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 532,677 531,437   1,021
25 Contributions, gifts, grants paid....... 1,513,249 1,513,249
26 Total expenses and disbursements. Add lines 24 and 25 2,045,926 531,437   1,514,270
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 606,269
b Net investment income (if negative, enter -0-) 2,126,858
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 77,317 393,210 393,210
2 Savings and temporary cash investments.........      
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 arrow  
Less: allowance for doubtful accounts right arrow   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) 2,198,926 Click to see attachment
List of Attached Documents:
// Content
1,731,250 		1,731,250
b Investments—corporate stock (attach schedule)....... 116,681 Click to see attachment
List of Attached Documents:
// Content
75,974 		364,459
c Investments—corporate bonds (attach schedule).......   Click to see attachment
List of Attached Documents:
// Content
1,699,765 		1,752,781
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).......... 24,304,352 Click to see attachment
List of Attached Documents:
// Content
26,066,109 		31,223,963
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) 29,455,054 29,966,308 35,465,663
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 29,455,054 29,966,308
29 Total net assets or fund balances (see instructions)..... 29,455,054 29,966,308
30 Total liabilities and net assets/fund balances (see instructions). 29,455,054 29,966,308
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
29,455,054
2
Enter amount from Part I, line 27a .....................
2
606,269
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
30,061,323
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
95,015
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
29,966,308
Form 990-PF (2023)
Form 990-PF (2023)
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 DATADOG P 2022-01-02 2024-02-22
b PROCORE TECH P 2022-01-02 2024-02-27
c ISHARESTR RUS P 2023-07-03 2023-10-02
d SPDR GOLD TR P 2023-05-09 2023-10-27
e ISHARESTR RUS P 2023-04-03 2023-07-03
SPDR S&P 500 P 2022-08-18 2023-07-28
VANGUARD INDEX FDSTOTALSTK MKT P 2022-10-20 2023-07-24
Vaneck oil tr P 2023-07-24 2023-11-13
ISHARESTR RUS P 2023-10-02 2023-12-01
ISHARESTR RUS P 2023-11-29 2023-12-01
PUT SPDR S&P 500 ETF P 2022-08-18 2023-08-07
PUT SPDR S&P 500 ETF P 2022-07-01 2023-08-07
CALL SPDR S&P 500 ETF P 2023-08-01 2023-10-20
CALL SPDR S&P 500 ETF P 2023-09-01 2023-11-02
CALL SPDR S&P 500 ETF P 2023-09-01 2023-11-07
SPROTT PHY URANIUM TR P 2023-07-01 2024-01-05
ISHARESTR RUS P 2023-07-01 2024-02-05
INVESCO QQQ TR SER 1 P 2022-06-01 2024-02-22
SPDR GOLD TR P 2022-06-01 2024-02-22
SPDRSER S&P BIOTECH P 2022-06-01 2024-02-29
ALPS ETR ALERIAN P 2022-06-01 2024-03-06
APPLE P 2021-05-01 2024-03-12
VANGUARD INDEX FDSTOTALSTK MKT P 2021-05-01 2024-03-26
SPDR GOLD TR P 2023-08-01 2024-03-28
SPDR GOLD TR P 2023-08-01 2024-04-02
ISHARESTR RUS P 2023-09-03 2024-04-03
PUT SPDR S&P 500 ETF P 2023-09-01 2024-04-03
PUT SPDR S&P 500 ETF P 2022-08-01 2024-04-03
ALPS ETR ALERIAN P 2022-02-02 2024-04-04
EXCH FDS SABA INT P 2023-12-01 2024-04-04
CALL SPDR GOLD P 2024-01-02 2024-05-01
PUTSPDR GOLD P 2024-01-02 2024-05-01
PUT NEWS s&P 500 P 2024-01-02 2024-05-01
PUT NEWS s&P 500 P 2022-08-05 2024-05-01
CALL SPDR S&P 500 ETF P 2024-01-02 2024-05-02
CALL VANGUARD INDEX P 2024-01-02 2024-05-02
PUT NEWS s&P 500 P 2024-01-02 2023-05-02
PUT NEWS s&P 500 P 2022-10-18 2024-05-02
ISHARESTR RUS P 2024-01-02 2024-05-03
VIKING HOLGS P 2024-01-02 2024-05-03
ALPS ETR ALERIAN P 2024-01-02 2024-05-07
Vaneck oil tr P 2023-11-01 2024-05-29
IC0NIQ STRATPTR. B P 2022-01-03 2023-12-31
ISP II-B LP P 2022-01-03 2023-12-31
CORONADO HAYNESVILLE 2021 LP P 2022-01-03 2023-12-31
PINNAACLE OPPORT P 2022-01-03 2023-12-31
SPUR VENTURES VII P 2022-01-03 2023-12-31
PROFRCIO ALT P 2022-01-03 2023-12-31
PROFICO GATEWAY P 2022-01-03 2023-12-31
(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 843,959   15,451 828,508
b 474,676   15,624 459,052
c 286,829   303,735 -16,906
d 80,115   82,319 -2,204
e 303,285   266,078 37,207
313,280   298,695 14,585
250,714   204,936 45,778
579,738   607,718 -27,980
313,866   287,758 26,108
192,370   193,411 -1,041
1,199   19,778 -18,579
1,799   29,668 -27,869
4,730   3,934 796
3,173   10,490 -7,317
44,893   34,445 10,448
207,685   195,438 12,247
623,964   591,187 32,777
127,559   97,911 29,648
375,599   334,540 41,059
30,323   28,318 2,005
48,830   41,188 7,642
135,199   19,400 115,799
203,327   166,860 36,467
99,786   93,674 6,112
49,300   45,283 4,017
680,716   624,483 56,233
11,187   9,939 1,248
16,782   14,909 1,873
44,781   36,525 8,256
101,630   93,390 8,240
3,021   1,458 1,563
1,498   2,323 -825
16,659   12,243 4,416
24,989   18,364 6,625
45,509   9,930 35,579
25,466   5,984 19,482
9,080   6,121 2,959
13,619   9,183 4,436
629,078   670,340 -41,262
2,591   2,420 171
188,576   171,938 16,638
472,852   446,979 25,873
    1,134 1,134
5,193     5,193
6,615     6,615
15,478     15,478
    47 47
    2,081 2,081
    5,317 5,317
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       828,508
b       459,052
c       -16,906
d       -2,204
e       37,207
      14,585
      45,778
      -27,980
      26,108
      -1,041
      -18,579
      -27,869
      796
      -7,317
      10,448
      12,247
      32,777
      29,648
      41,059
      2,005
      7,642
      115,799
      36,467
      6,112
      4,017
      56,233
      1,248
      1,873
      8,256
      8,240
      1,563
      -825
      4,416
      6,625
      35,579
      19,482
      2,959
      4,436
      -41,262
      171
      16,638
      25,873
      1,134
      5,193
      6,615
      15,478
      47
      2,081
      5,317
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 1,795,729
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 3 246,363
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 29,563
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 29,563
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 29,563
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 20,000
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 20,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 410
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 9,973
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 2024 estimated taxright arrow0 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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 2023 or the taxable year beginning in 2023? 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
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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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)
 
No
(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
 
No
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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 (2023)
Form 990-PF (2023)
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 (2023)
Form 990-PF (2023)
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
17,724,493
b
Average of monthly cash balances.......................
1b
1,437,763
c
Fair market value of all other assets (see instructions)................
1c
13,284,727
d
Total (add lines 1a, b, and c).........................
1d
32,446,983
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
32,446,983
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
486,705
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
31,960,278
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,598,014
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
1,598,014
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
29,563
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
29,563
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,568,451
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
1,568,451
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
1,568,451
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
1,514,270
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
1,514,270
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,568,451
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 118,199
b From 2019......  
c From 2020...... 271,109
d From 2021......  
e From 2022...... 164,435
f Total of lines 3a through e ........ 553,743
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,514,270
a Applied to 2022, 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 2023 distributable amount..... 1,514,270
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2023. 54,181 54,181
(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 5 499,562
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		64,018
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		435,544
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020.... 271,109
c Excess from 2021....  
d Excess from 2022.... 164,435
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 (2023)
Form 990-PF (2023)
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
The Bushnell


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


2352 ALBANY AVE
WEST HARTFORD,CT06117 		none   GENERAL USE 1,500
Charter Oak Cultural Center


21 CHARTER OAK AVE
HARTFORD,CT06104 		none Public GENERAL USE 5,500
CPTV


1049 ASYLUM AVENUE
HARTFORD,CT06105 		none Public GENERAL USE 500
Ct Museum of Culture and History


ONE ELIZABETH STREET
HARTFORD,CT06105 		trustee Public GENERAL USE 2,500
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 11,090
PMCJimmy Fund


10 BROOKLINE PLACE WEST
BROOKLINE,MA02445 		none Public GENERAL USE 360
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 26,600
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 10000 Greenberg Ctr 2000Barney School 1000ALL ENDOWNMENT 15,500
Wadsworth Atheneum


600 MAIN STREET
HARTFORD,CT06103 		trustee Public GENERAL USE 25500 JEWISH ART & CULTURAL RESEARCH 5000 30,500
JFACT


40 WOODLAND STREET
HARTFORD,CT06105 		BOARD MEMBER/Treasurer Public GENERAL USE 8,000
Jewish Federation


333 BLOOMFIELD AVENUE
WEST HARTFORD,CT06117 		Director,Forme President Public GENERAL USE 362,384
Hebrew Senior Care


1 ABRAHMS BLVD
WEST HARTFORD,CT06117 		none Public GENERAL USE 2,000
Connecticut Science Center


250 COLUMBUS BLVD
HARTFORD,CT06103 		none PUBLIC GENERAL USE 2,000
Oak Hill School Foundation


120 HOLCOMB STREET
HARTFORD,CT06112 		trustee PUBLIC ENDOWNMENT 8,000
Busnell Park Foundation


PO BOX 230778
HARTFORD,CT06123 		none PUBLIC GENERAL USE 100
Camp Laurelwood


463 SUMMER HILL ROAD
MADISON,CT06443 		TRUSTEE PUBLIC GENERAL USE 82,800
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 5,000
CONNECTICUT COLLEGE-Hillel


270 MOHEGAN AVENUE
NEW LONDON,CT06320 		Advisor PUBLIC GENERL USE 6000LIBRARY 10000 ALUMI 7000HILLEL 1500 135,000
Trinity College


300 Summit Street
Hartford,CT06106 		ALUMNI,ADV,Hillel,Tr.Libr PUBLIC GENERAL USE 24,500
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 10,000
Jewish Family Services


333 Bloomfield Avenue
West Hartford,CT06117 		none PUBLIC General Use 1,000
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 110,400
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
University of Connecticut Health


263 Farmington Avenue
Farmington,CT06030 		NONE PUBLIC Cancer Research 10,000
Hartford Symphony Orchestra


166 Capitol Avenue
Hartford,CT06106 		none PUBLIC General Use 6,800
Capital Community College foundatio


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 146,000
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 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 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 9,000
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 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 of Ct


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 1,000
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 5,000
Unversity of Pennsylvania


3451 Walnut street
Philadelphia,PA19104 		ALUMNI PC Hillel 500 kelly Writers 500Wharton 15000 Annual Fund 15000Libraries 10000 41,000
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 ENDOWNMENT 2,500
Urban League of Greater Hartford


140 Woodland Street
Hartford,CT06105 		none PC General Use 5,000
VNA Healthcare-hartford hospital


103 Woodland Street
Hartford,CT06105 		none PC General Use 1,000
The Williston Northampon School


19 Payson Avenue
East Hampton,MA01027 		ALUMNI,FORMER TRUSTEE PC General Use 27000ENDOWNMENT 100000 127,000
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 		member PC General Use 7,675
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
Jewish Community Foundation


333 Bloomfield ave
West Hartford,CT06117 		FORMER TRUSTEE PF Beth El 2nd Generation fund 2 25,000
BBYO CT Valley Region


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


10 Colubus Blvd
Hartford,CT06106 		none PF GENERAL USE 17,500
Jewish National Fund


77 Franklin Street
Boston,MA02114 		none PC General Use 500
Chilren's ReadingPartners -Jewish F


333 Bloomfield Ave
West Hartford,CT06117 		none PC General Use 1,000
Voices of Hope


20 waterside Drive ste 100
Farmington,CT06032 		none PC General Use 1,800
CT Immigration and Refugee Coalitio


40 Woodland Street
Hartford,CT06105 		Landlord,Trustee PC General Use 4,000
Chabad Jewish Center


25 Harris Street
Glastonbury,CT06033 		none PC General Use 2,500
Covenant Prep School


130 Broad Street
Hartford,CT06105 		none PC General Use 1,000
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 500
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 2,000
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 1,000
Hartford Artisan's Weaving Center


42 Woodland Street
Hartford,CT06105 		Former landlord-Shared Pr PC General Use 2,000
Boys Scouts of America


60 Darlin Street
East Hartford,CT06108 		none PC General Use 500
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
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 		FORMER TRUSTEE PC Generl Use 3,500
Garde Arts Center


325 State Street
New London,CT06320 		none PC GENERAL USE 2,500
Colears School


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


40 Woodland Street
Hartford,CT06105 		RELATIVE POF General Use 10,000
Farminton Valley Visiting Nurse Ass


8 OLD MILL LANE
SIMSBURY,CT06070 		NONE PC GENERAL USE 500
New Bedford StarOld Colony YMCA


320 MAIN STREET
BROCKTON,MA02301 		NONE PC GENERAL USE 1,000
StJudes Childrens Research Hospital


501 ST JUDE PLACE
MEMPHIS,TN38105 		NONE PC GENERAL USE 1,000
AMERICAN FRIENDS OF NATAL


1120 AVENUE OF THE AMERICAS
NEW YORK,NY10036 		NONE PC GENERAL USE 500
ANGEL OF EDGEWOOD


927 FARMINGTON AVE
WEST HARTFORD,CT06107 		NONE PC GENERAL USE 5,000
CBMWONDER GIRLS EVENT


27 HEATHER LANE
MAHWAH,NJ07430 		NONE PC GENERAL USE 5,000
CENTER FOR CHILDREN'S ADVOCACY


ELIZABETH STREET
HARTFORD,CT06105 		NONE PC GENERAL USE 1,000
CONGREGATION AGUDATH SHOLOM


301 STRAWBERRY HILL AVE
STAMFORD,CT06902 		NONE PC GENERAL uSE 1,800
CONSERVATIVE SYNAGOGUE OF 5TH AVE


11 EAST 11TH ST
NEW YORK,NY10003 		NONE PC GENERAL USE 500
ELIZABETH PARK CONSERVANCY


1561 ASYLUM AVE
WEST HARTFORD,CT06117 		NONE PC GENERAL USE 5,500
EMANUEL SYNAGOGUE


160 MOHEGAN DRIVE
WEST HARTFORD,CT06117 		member PC GENERAL USE 4100TORAH REPAIR 2500 6,610
GOODWIN UNIVERSITY FOUNDATION


1 RIVERSIDE DR
EAST HARTFORD,CT06118 		NONE PC GENERAL USE 26,200
GREATER HARTFORD ARTS COUNCIL


100 PEARL STREET
HARTFORD,CT06103 		NONE PC GENERAL USE 1,000
INTENSIVE EDUCATION ACADEMY


840 NORTH MAIN STREET
WEST HARTFORD,CT06117 		NONE PC GENERAL USE 1,000
MALTA HOUSE OF CARE


136 FARMINGTON AVE
HARTFORD,CT06105 		NONE PC GENERAL USE 5,000
NEW ENGLAND JEWISH ACADEMY


300 BLOOMFIED AVE
WEST HARTFORD,CT06117 		FORMER TRUSTEE PC GENERAL USE 2,000
ROWAN CENTER


111SUMMER STREET
STANFORD,CT06905 		NONE PC GENERAL USE 2,500
TALCOOTT SCIENCE CENTER ACADEMY


324 MONTEVIDEO RD
AVON,CT06001 		NONE PC GENERAL USE 500
THE VILLAGE FOR FAMILIES CHILDREN


1680 ALBANY AVENUE
HARTFORD,CT06105 		NONE PC GENERAL USE 5,000
FJCURBAN DOR


225 WEST 39ST
NEW YORK,NY10018 		NONE PC GENERAL USE 1,500
ZERO CANCER


515 KING STREET
ALEXANDRIA,VA22314 		NONE PC GENERAL USE 500
BLACKIE HOUSE LIBRARY MUSEUM


WARDROPS
EDINBURGH,SCOTLANDEH12NY
UK 		RELATIVE PC GENERAL USE 25,000
Total .................................right arrow 3a 1,513,249
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
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 ........... 		         
4 Dividends and interest from securities ....     14 802,818  
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 ............ 		        1,787,150
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory 211110 2,305      
11 Other revenue:
a0THER INCOME 		        59,922
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 2,305 802,818 1,847,072
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,652,195
(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 (2023)
Form 990-PF (2023)
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 (2023)
Additional Data


Software ID: 23017517
Software Version: 2023v6.0


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
The Zachs Family Foundation Inc
EIN:
06-1157320
Software ID:
23017517
Software Version:
2023v6.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CREDIT CARD FEES 100 0 0 0
SOFTWARE FEES 119 0 0 0

TY 2023 InvestmentsCorpBondsSchedule
Name:
The Zachs Family Foundation Inc
EIN:
06-1157320
Software ID:
23017517
Software Version:
2023v6.0
Name of Bond End of Year Book Value End of Year Fair Market Value
GS FIN COR PSER F ZERO 200,020 209,280
ROYAL BK CDA SER I ZERO 200,020 229,600
ROYAL BK CDA SER J ZERO 200,020 209,660
ROYAL BK CDA SER J ZERO 200,020 206,900
GS FIN CORP SER F ZERO 500,020 512,050
GS FIN CORP NOTE 144A ZERO 199,645 187,268
GS FIN CORP SER F ZERO 200,020 198,023

TY 2023 InvestmentsCorpStockSchedule
Name:
The Zachs Family Foundation Inc
EIN:
06-1157320
Software ID:
23017517
Software Version:
2023v6.0
Name of Stock End of Year Book Value End of Year Fair Market Value
Apple    
DATADOG    
PROCORE TECH 1,851 168,759
SPRINKLR 74,123 195,700

TY 2023 InvestmentsGovtObligationsSch
Name:
The Zachs Family Foundation Inc
EIN:
06-1157320
Software ID:
23017517
Software Version:
2023v6.0
US Government Securities - End of Year Book Value:

1,731,250
US Government Securities - End of Year Fair Market Value:

1,731,250
State & Local Government Securities - End of Year Book Value:


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


 


TY 2023 InvestmentsOtherSchedule2
Name:
The Zachs Family Foundation Inc
EIN:
06-1157320
Software ID:
23017517
Software Version:
2023v6.0
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
GLOBAL X FDS ARTIFCIAL AT COST 295,204 356,300
GLOBAL X FDS COPPER AT COST 475,332 440,274
FIDELITY 500 INDEX FUND AT COST 575,113 713,389
ALPS ETF TR ALERIAN AT COST    
INVESCO QQQ TR UNIT SER AT COST 747,727 1,054,042
ISHARES TR RUS TP200 GR ETF AT COST 651,551 678,457
SPDR S&P 500ETF TR TR UNIT AT COST 3,554,464 4,625,870
SPDR SER TR S&P BIOTECH AT COST 273,268 278,130
VANGUARD INDEX FUNDS S&P 500 AT COST 403,767 500,130
VANGUARD INDEX FDS TOTAL STK AT COST 4,698,078 5,885,220
ISHARES GOLD TR AT COST 884,265 1,098,250
SPDR GOLD TR GOLD SHS AT COST 1,795,170 2,150,100
PUT NEWS S&P500 INDEX AT COST    
CALL VANGUARD INDEX FDS AT COST 76,398 55,050
CALL SPDR S&P500 ETF AT COST 59,696 45,815
Iconiq Strategic Partners B LP AT COST   164,948
Mutualink Inc. AT COST 500,000 10,000
Iconiq Strategic Partners II B AT COST 937,281 1,592,808
COLUMBIA CARE AT COST    
HOLISTIC INDUSTRIES AT COST 1,000,000 1,000,000
ICONIQ STRATEGIC PTRS VI LP CO -INV FO- AT COST    
ICONIQ STRATEGIC PTRS VI-B LP AT COST 147,182 280,813
ICONIQ STRATEGIC PTRS VI CO INV FOB AT COST 587,485 618,891
COROHADO HAYNESVILLE 2021 LP AT COST 483,668 480,264
PROFICO CANADIAN ALTERNATIVE REAL ESTATE AT COST 596,221 611,605
PROFICIO GATEWAY FUND LLC AT COST 1,038,968 1,624,686
PINNACLE OPPORTUNITY LP AT COST 617,098 680,465
PROFICIO ALTERNATIVE OPPORTUNITIES FD LP AT COST 1,030,326 1,083,773
SPUR VENTURES VII LP AT COST 156,905 139,665
EVR OFFSHORE PARTNERS FUND LTD AT COST 800,000 824,837
HILL CITY OFFSHORE FUND LTD AT COST 800,000 850,783
ATREIDES FOUNDATION FUND LP AT COST 800,000 899,377
EVERSEPT GLOBAL HEALTHCASE OFFSHORE FUND AT COST 800,000 1,060,390
HITE HEDGE OFFSHORE LTD AT COST 800,000 890,081
WIP EMPORIA COINVETENT FUND LP AT COST 503,130 471,341
GOEHRING &ROZENCWAJG AT COST 250,000 259,939

TY 2023 OtherDecreasesSchedule
Name:
The Zachs Family Foundation Inc
EIN:
06-1157320
Software ID:
23017517
Software Version:
2023v6.0
Description Amount
DIFFERENCES CAUSED BY K-1s REPORTING CALENDAR BASIS 95,015


TY 2023 OtherExpensesSchedule
Name:
The Zachs Family Foundation Inc
EIN:
06-1157320
Software ID:
23017517
Software Version:
2023v6.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
bank service charges 20     20
Dues & subcriptions 75     75
postage 74     74


TY 2023 OtherIncomeSchedule2
Name:
The Zachs Family Foundation Inc
EIN:
06-1157320
Software ID:
23017517
Software Version:
2023v6.0
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
0THER INCOME 59,922    


TY 2023 OtherProfessionalFeesSchedule
Name:
The Zachs Family Foundation Inc
EIN:
06-1157320
Software ID:
23017517
Software Version:
2023v6.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Expenses 356,999 356,999 0 0
office expenses 852 0 0 852


TY 2023 SalesOfInventoryList 
Name:
The Zachs Family Foundation Inc
EIN:
06-1157320
Software ID:
23017517
Software Version:
2023v6.0

Category Gross Sales Cost of Goods Sold Net (Gross Sales Minus
Cost of Goods Sold)
WORKING INTEREST INCOME 2,305   2,305

TY 2023 TaxesSchedule
Name:
The Zachs Family Foundation Inc
EIN:
06-1157320
Software ID:
23017517
Software Version:
2023v6.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 240 240