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Beverly And Albert Zacky Family Foundation

  • Newport Beach, CA
  • Tax-exempt since April 2008
  • EIN: 26-1810159

Organization summary

Organization summary might be incomplete or out of date

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Summary charts: organization finances over time

Revenue
$15.4k (2024)

Expenses
$754k (2024)

Total Assets
$0 (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,354
Expenses
$754,469
Net Income
-$739,115
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $269
1.8%
Dividends $14,068
91.6%
Sales of Assets $1,017
6.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $711,839
94.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0
Compensation
Key Employees and Officers Compensation Other
Sharon H Zacky (President/Ceo) $0 $0
J Thomas Gilbert (Secretary) $0 $0
Sharon H Zacky (Treasurer/Cfo) $0 $0

Document Links

990-PF
Filed on March 5, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,642
Expenses
$61,143
Net Income
-$48,501
Net Assets
$739,115
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $244
1.9%
Dividends $19,569
> 100%
Sales of Assets -$7,171
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $49,875
81.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $745,385
Total Liabilities $6,270
Net Assets $739,115
Compensation
Key Employees and Officers Compensation Other
Sharon H Zacky (President/Ceo) $0 $0
J Thomas Gilbert (Secretary) $0 $0
Sharon H Zacky (Treasurer/Cfo) $0 $0

Document Links

990-PF
Filed on Nov. 13, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$109,860
Expenses
$88,976
Net Income
$20,884
Net Assets
$787,616
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $74,000
67.4%
Interest Revenue $98
0.1%
Dividends $16,601
15.1%
Sales of Assets $19,161
17.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $71,398
80.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $793,886
Total Liabilities $6,270
Net Assets $787,616
Compensation
Key Employees and Officers Compensation Other
Sharon H Zacky (President/Ceo) $0 $0
J Thomas Gilbert (Secretary) $0 $0
Sharon H Zacky (Treasurer/Cfo) $0 $0

Document Links

990-PF
Filed on Nov. 13, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$73,282
Expenses
$103,698
Net Income
-$30,416
Net Assets
$766,732
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $20
0.0%
Dividends $22,331
30.5%
Sales of Assets $50,931
69.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $86,525
83.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $773,002
Total Liabilities $6,270
Net Assets $766,732
Compensation
Key Employees and Officers Compensation Other
Sharon H Zacky (President/Ceo) $0 $0
J Thomas Gilbert (Secretary) $0 $0
Sharon H Zacky (Treasurer/Cfo) $0 $0

Document Links

990-PF
Filed on Feb. 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
View Filing (2 of 2) PDF (2 of 2)

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$4,424
Expenses
$111,728
Net Income
-$116,152
Net Assets
$797,394
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $20
Dividends $17,132
Sales of Assets $0
Other Income $6,222
Notable Expenses Percent of Total Expenses
Charitable Disbursements $58,450
52.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $803,664
Total Liabilities $6,270
Net Assets $797,394
Compensation
Key Employees and Officers Compensation Other
Sharon H Zacky (President/Ceo) $0 $0
J Thomas Gilbert (Secretary) $0 $0
Sharon H Zacky (Treasurer/Cfo) $0 $0

Document Links

990-PF
Filed on Nov. 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,736
Expenses
$77,884
Net Income
-$76,148
Net Assets
$920,766
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $30
1.7%
Interest Revenue $53
3.1%
Dividends $21,610
> 100%
Sales of Assets $0
Other Income $10,133
> 100%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $41,225
52.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $920,767
Total Liabilities $1
Net Assets $920,766
Compensation
Key Employees and Officers Compensation Other
Sharon H Zacky (President/Ceo) $0 $0
J Thomas Gilbert (Secretary) $0 $0
Sharon H Zacky (Treasurer/Cfo) $0 $0

Document Links

990-PF
Filed on Nov. 12, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$186,584
Expenses
$33,973
Net Income
$152,611
Net Assets
$996,915
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $132
0.1%
Dividends $30,847
16.5%
Sales of Assets $155,605
83.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,350
36.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $996,915
Total Liabilities $0
Net Assets $996,915
Compensation
Key Employees and Officers Compensation Other
Sharon H Zacky (President/Ceo) $0 $0
J Thomas Gilbert (Secretary) $0 $0
Sharon H Zacky (Treasurer/Cfo) $0 $0

Document Links

990-PF
Filed on Nov. 11, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$31,135
Expenses
$34,578
Net Income
-$3,443
Net Assets
$844,304
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $88
0.3%
Dividends $21,704
69.7%
Sales of Assets $8,499
27.3%
Other Income $844
2.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,885
37.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $844,304
Total Liabilities $0
Net Assets $844,304
Compensation
Key Employees and Officers Compensation Other
Sharon H Zacky (President/Ceo) $0 $0
J Thomas Gilbert (Secretary) $0 $0
Sharon H Zacky (Treasurer/Cfo) $0 $0

Document Links

990-PF
Filed on Nov. 11, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$23,696
Expenses
$38,332
Net Income
-$14,636
Net Assets
$847,747
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $30
0.1%
Dividends $16,219
68.4%
Sales of Assets $7,447
31.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $32,140
83.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $847,747
Total Liabilities $0
Net Assets $847,747
Compensation
Key Employees and Officers Compensation Other
Sharon Wilensky (Chairman) $0 $0
Richard Gitchen (Secretary) $0 $0
Jason Wilensky (Treasurer) $0 $0

Document Links

990-PF
Filed on Nov. 14, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$34,027
Expenses
$73,594
Net Income
-$39,567
Net Assets
$862,383
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $28
0.1%
Dividends $17,196
50.5%
Sales of Assets $15,717
46.2%
Other Income $1,086
3.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $70,250
95.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $862,383
Total Liabilities $0
Net Assets $862,383
Compensation
Key Employees and Officers Compensation Other
Sharon Wilensky (Chairman) $0 $0
Richard Gitchen (Secretary) $0 $0
Jason Wilensky (Treasurer) $0 $0

Document Links

990-PF
Filed on Nov. 14, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$16,886
Expenses
$22,436
Net Income
-$5,550
Net Assets
$911,038
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,017
29.7%
Sales of Assets $11,869
70.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,200
49.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $911,038
Total Liabilities $0
Net Assets $911,038
Compensation
Key Employees and Officers Compensation Other
Sharon Wilensky (Chairman) $0 $0
Richard Gitchen (Secretary) $0 $0
Jason Wilensky (Treasurer) $0 $0

Document Links

990-PF
Filed on Nov. 17, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$59,677
Expenses
$82,292
Net Income
-$22,615
Net Assets
$854,838
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $30,491
51.1%
Interest Revenue $29,964
50.2%
Dividends $0
Sales of Assets -$778
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $74,800
90.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $854,838
Total Liabilities $0
Net Assets $854,838
Compensation
Key Employees and Officers Compensation Other
Sharon Wilensky (Chairman) $0 $0
Richard Gitchen (Secretary) $0 $0
Jason Wilensky (Treasurer) $0 $0

Document Links

990-PF
Filed on Nov. 17, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$71,192
Expenses
$31,586
Net Income
$39,606
Net Assets
$877,452
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $39,223
55.1%
Interest Revenue $33,308
46.8%
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $23,000
72.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $877,453
Total Liabilities $1
Net Assets $877,452

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$37,775
Expenses
$92,287
Net Income
-$54,512
Net Assets
$837,847
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $32,325
85.6%
Dividends $0
Sales of Assets $5,199
13.8%
Other Income $251
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $83,300
90.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $837,847
Total Liabilities $0
Net Assets $837,847

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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