Nonprofit · EIN 56-2423531
UMBERFIELD ZACK FAMILY FOUNDATION
Tax-exempt · WATERTOWN, MA 02472
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $52,925 | $32,770 | $20,155 | $180,509 | $0 | $180,509 |
| December 31, 2024 | 990-PF | $36,355 | $33,644 | $2,711 | $160,754 | $0 | $160,754 |
| December 31, 2023 | 990-PF | $10,955 | $34,588 | -$23,633 | $158,100 | $0 | $158,100 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $435
- Dividends
- $5,054
- Net gain from sales of assets
- $47,436
Expenses
- Grants and similar amounts paid
- $14,000
- Compensation of officers, directors and key employees
- $16,000
- Disbursements for charitable purposes
- $23,600
- Excise tax on investment income
- $625
Balance sheet and other
- Total assets, start of year
- $160,754
- Total assets, end of year
- $180,509
- Total liabilities, end of year
- $0
- Net assets, end of year
- $180,509
- Fair market value of assets
- $326,886
- Qualifying distributions
- $23,600
- Net investment income
- $52,490
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 |
|---|---|---|---|
| SHERRY A UMBERFIELD 272 SCHOOL STREET, WATERTOWN, MA 02472 | TRUSTEE | 1 | $8,000 |
| MICHAEL H ZACK 272 SCHOOL STREET, WATERTOWN, MA 02472 | TRUSTEE | 1 | $8,000 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHERRY A UMBERFIELD 272 SCHOOL STREET, WATERTOWN, MA 02472 | TRUSTEE | 1 | $8,000 |
| MICHAEL H ZACK 272 SCHOOL STREET, WATERTOWN, MA 02472 | TRUSTEE | 1 | $8,000 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHERRY A UMBERFIELD 272 SCHOOL STREET, WATERTOWN, MA 02472 | TRUSTEE | 1 | $7,000 |
| MICHAEL H ZACK 272 SCHOOL STREET, WATERTOWN, MA 02472 | TRUSTEE | 1 | $7,000 |
Address and contacts
- Address (IRS master file)
- 272 SCHOOL ST, WATERTOWN, MA 02472-1414
- In care of
- % SHERRY A UMBERFIELD
- Signed the 990-PF
- SHERRY A UMBERFIELD, TRUSTEE
- Phone
- (617) 951-2228
- Return prepared by
- CHERRY BEKAERT ADVISORY 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
- 56-2423531
- 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
- 2004
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $180,509
- Income (IRS master file)
- $125,270
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $52,925 | $32,770 | $180,509 | XML |
| 990-PF | December 2024 | $36,355 | $33,644 | $160,754 | IRS |
| 990-PF | December 2023 | $10,955 | $34,588 | $158,100 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 56-2423531).
Questions about UMBERFIELD ZACK FAMILY FOUNDATION
- What is the EIN of UMBERFIELD ZACK FAMILY FOUNDATION?
- The employer identification number (EIN) of UMBERFIELD ZACK FAMILY FOUNDATION is 56-2423531.
- Is UMBERFIELD ZACK FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to UMBERFIELD ZACK FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does UMBERFIELD ZACK FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of UMBERFIELD ZACK FAMILY FOUNDATION 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 UMBERFIELD ZACK FAMILY FOUNDATION 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 UMBERFIELD ZACK FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $8,000 (SHERRY A UMBERFIELD, TRUSTEE).
- How much revenue does UMBERFIELD ZACK FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $52,925, expenses of $32,770 and total assets of $180,509 at year end.
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