Nonprofit · EIN 03-0575765
THE BEA AND DAVID ZACK MEMORIAL FOUNDATION INC
Tax-exempt · BALTIMORE, MD 21209
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $859,819 | $283,038 | $576,781 | $4,040,571 | $0 | $4,040,571 |
| December 31, 2024 | 990-PF | $445,021 | $251,123 | $193,898 | $3,848,768 | $0 | $3,848,768 |
| December 31, 2023 | 990-PF | $272,659 | $225,535 | $47,124 | $3,654,870 | $0 | $3,654,870 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $330,994
- Dividends
- $108,433
- Net gain from sales of assets
- $420,392
Expenses
- Grants and similar amounts paid
- $235,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $239,721
- Excise tax on investment income
- $6,749
Balance sheet and other
- Total assets, start of year
- $3,848,768
- Total assets, end of year
- $4,040,571
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,040,571
- Fair market value of assets
- $5,588,868
- Qualifying distributions
- $239,721
- Net investment income
- $528,825
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONALD J ZACK 3 RUBY FIELD COURT, BALTIMORE, MD 21209 | PRESIDENT & TREASURER | 1 | $0 |
| ELLEN M OKUN 3 RUBY FIELD COURT, BALTIMORE, MD 21209 | VICE PRESIDENT & SECRETARY | 1 | $0 |
| ANDREW ZACK 1041 CARA CT, CARBONDALE, CO 81623 | DIRECTOR | 1 | $0 |
| RACHEL ZACK 335 HARVARD ST, CAMBRIDGE, MA 02139 | DIRECTOR | 1 | $0 |
| ELIZABETH ZACK 4409 ATWICK RD, BALTIMORE, MD 21210 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONALD J ZACK 3 RUBY FIELD COURT, BALTIMORE, MD 21209 | PRESIDENT & TREASURER | 1 | $0 |
| ELLEN M OKUN 3 RUBY FIELD COURT, BALTIMORE, MD 21209 | VICE PRESIDENT & SECRETARY | 1 | $0 |
| ANDREW ZACK 1041 CARA CT, CARBONDALE, CO 81623 | DIRECTOR | 1 | $0 |
| RACHEL ZACK 335 HARVARD ST, CAMBRIDGE, MA 02139 | DIRECTOR | 1 | $0 |
| ELIZABETH ZACK 4409 ATWICK RD, BALTIMORE, MD 21210 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONALD J ZACK 3 RUBY FIELD COURT, BALTIMORE, MD 21209 | PRESIDENT & TREASURER | 1 | $0 |
| ELLEN M OKUN 3 RUBY FIELD COURT, BALTIMORE, MD 21209 | VICE PRESIDENT & SECRETARY | 1 | $0 |
| ANDREW ZACK 1041 CARA CT, CARBONDALE, CO 81623 | DIRECTOR | 1 | $0 |
| RACHEL ZACK 335 HARVARD ST, CAMBRIDGE, MA 02139 | DIRECTOR | 1 | $0 |
| ELIZABETH ZACK 4409 ATWICK RD, BALTIMORE, MD 21210 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3 RUBY FIELD CT, BALTIMORE, MD 21209-1559
- In care of
- % DONALD ZACK
- Signed the 990-PF
- DONALD J ZACK, PRESIDENT
- Phone
- (212) 832-0400
- Return prepared by
- CITRIN COOPERMAN ADVISORS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 03-0575765
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $4,040,571
- Income (IRS master file)
- $1,511,150
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $859,819 | $283,038 | $4,040,571 | IRS |
| 990-PF | December 2024 | $445,021 | $251,123 | $3,848,768 | XML |
| 990-PF | December 2023 | $272,659 | $225,535 | $3,654,870 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 03-0575765).
Questions about THE BEA AND DAVID ZACK MEMORIAL FOUNDATION INC
- What is the EIN of THE BEA AND DAVID ZACK MEMORIAL FOUNDATION INC?
- The employer identification number (EIN) of THE BEA AND DAVID ZACK MEMORIAL FOUNDATION INC is 03-0575765.
- Is THE BEA AND DAVID ZACK MEMORIAL FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to THE BEA AND DAVID ZACK MEMORIAL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE BEA AND DAVID ZACK MEMORIAL FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE BEA AND DAVID ZACK MEMORIAL FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE BEA AND DAVID ZACK MEMORIAL FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of THE BEA AND DAVID ZACK MEMORIAL FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does THE BEA AND DAVID ZACK MEMORIAL FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $859,819, expenses of $283,038 and total assets of $4,040,571 at year end.
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