The Umberfield Zack Family Foundation
The Umberfield Zack Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WATERTOWN, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $161K in total assets. In 2024, it awarded 3 grants totaling $15K. Net investment income was $29K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$161K
+1.7% YoY
Annual Giving
$15K
-17.1% YoY
Grant Count
3
-25.0% YoY
Avg Grant Size
$5K
+10.5% YoY
About The Umberfield Zack Family Foundation
Based on IRS filings
The Umberfield Zack Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WATERTOWN, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $161K in total assets. In 2024, it awarded 3 grants totaling $15K. Net investment income was $29K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $160,754 | $158,100 | $181,952 |
| Revenue | $36,355 | $10,955 | $23,182 |
| Expenses | $33,644 | $34,588 | $45,319 |
| Qualifying Distributions | $24,600 | $26,500 | $38,720 |
| Net Investment Income | $28,754 | $4,088 | $15,728 |
| Distributable Amount | $15,045 | $13,886 | $15,305 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
18 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SHERRY A UMBERFIELD | TRUSTEE | 1 | $8,000 |
| MICHAEL H ZACK | TRUSTEE | 1 | $8,000 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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