The Umberfield Zack Family Foundation

Private foundation · Grantmaker Watertown, MA EIN: 56-2423531

The Umberfield Zack Family Foundation is a private foundation, based in Watertown, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $181K in total assets. In 2025, it awarded 4 grants totaling $14K. Net investment income was $45K.

Key facts about The Umberfield Zack Family Foundation

In short: The Umberfield Zack Family Foundation gave $14K across 4 grants in 2025 (avg $4K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.

EIN
56-2423531
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$14,000
Grants made (2025)
4
Average grant
$3,500
Median grant
$3,500
Total assets
$180,509
Primary geography
Massachusetts (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$181K

+12.3% YoY

Annual Giving

$14K

-6.7% YoY

Grant Count

4

+33.3% YoY

Avg Grant Size

$4K

-30.0% YoY

Under IRS private-foundation payout rules, The Umberfield Zack Family Foundation reported a distributable amount of $15K for 2025 — the minimum it must pay out in qualifying distributions.

How The Umberfield Zack Family Foundation gives

  • Giving fell 52% from 2022 to 2025. Method
  • In 2025 it paid out 157% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 4 itemized grants.

Cities

BostonSouth HadleyWorcesterArlingtonConcord

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K3 grants2020 4 grants2021 4 grants2022 4 grants2023 3 grants2024 4 grants2025

From 2020 to 2025, annual grant giving ranged from $14K (2025) to $39K (2021). In 2025 it made 4 grants totaling $14K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

Greater Boston Food Bank: $5KGreater Boston Food Bank$5KMount Holyoke College: $5KMount Holyoke College$5KBerklee College: $2KBerklee College$2KWorcester Polytechnic Institute: $2KWorcester PolytechnicInstitute$2K

The largest 2025 recipient was Greater Boston Food Bank ($5K). Together the top 4 received $14K.

Grant Size Distribution

19 grants across all recorded years

19<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 19 grants of 19 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Greater Boston Food Bank Boston, MASupport of Public Charity$5,000
Mount Holyoke College South Hadley, MATo Support Students and Programs$5,000
Berklee College Boston, MASupport of Public Charity$2,000
Worcester Polytechnic Institute Worcester, MASupport of Public Charity$2,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$80K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$180,509$160,754$158,100
Revenue$52,925$36,355$10,955
Expenses$32,770$33,644$34,588
Qualifying Distributions$23,600$24,600$26,500
Net Investment Income$44,930$28,754$4,088
Distributable Amount$15,076$15,045$13,886

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS June 4, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

The Umberfield Zack Family Foundation's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Michael H. Zack

    Trustee

    On filings since 2020

    1 hr/week

    $7K (2020) → $8K (2025)

  • Sherry A. Umberfield

    Trustee

    On filings since 2020

    1 hr/week

    $7K (2020) → $8K (2025)

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Sherry a Umberfield — Trustee: $8KSherry a UmberfieldTrustee$8KMichael H Zack — Trustee: $8KMichael H ZackTrustee$8K

The highest reported compensation on the 2025 filing was $8K, to Sherry a Umberfield (Trustee). 2 officers or directors reported compensation on that filing.

Frequently asked questions about The Umberfield Zack Family Foundation

How much does The Umberfield Zack Family Foundation give each year?

The Umberfield Zack Family Foundation gave $14K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $15K across 3 grants.

What is The Umberfield Zack Family Foundation's typical grant size?

The Umberfield Zack Family Foundation's median grant in 2025 was $3,500, and its average grant was $3,500, across 4 grants on its 2025 IRS Form 990-PF.

Where does The Umberfield Zack Family Foundation give grants?

The Umberfield Zack Family Foundation gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Boston, MA (2 grants).

Does The Umberfield Zack Family Foundation give general operating support?

Not in 2025: none of the 4 grants with a stated purpose on The Umberfield Zack Family Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Support of Public Charity" (3 grants).

How large is The Umberfield Zack Family Foundation?

The Umberfield Zack Family Foundation reported $181K in total assets on its 2025 IRS Form 990-PF. It paid out $24K in qualifying distributions that year, against a required minimum of $15K (roughly 5% of its investment assets).

What is The Umberfield Zack Family Foundation's EIN?

The Umberfield Zack Family Foundation's EIN (Employer Identification Number) is 56-2423531. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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