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
Under IRS private-foundation payout rules, The Umberfield Zack Family Foundation reported a distributable amount of $15K for 2024 — the minimum it must pay out in qualifying distributions.
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
Ready to take the next step with The Umberfield Zack Family Foundation?
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
Among its reported 2024 grants, the largest include Allpaths Family Building (formerly Resolve New England) ($5,000), Greater Boston Food Bank ($5,000), Mount Holyoke College ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ALLPATHS FAMILY BUILDING (FORMERLY RESOLVE NEW ENGLAND) CONCORD, MA | SUPPORT OF PUBLIC CHARITY | $5,000 |
| GREATER BOSTON FOOD BANK BOSTON, MA | TO ALLEVIATE HUNGER | $5,000 |
| MOUNT HOLYOKE COLLEGE SOUTH HADLEY, MA | TO SUPPORT STUDENTS AND PROGRAMS | $5,000 |
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
Frequently Asked Questions
What is The Umberfield Zack Family Foundation?
The Umberfield Zack Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WATERTOWN, MA. It holds $161K in total assets as of 2024.
How large is The Umberfield Zack Family Foundation?
As of 2024, The Umberfield Zack Family Foundation holds $161K in total assets with $36K in annual revenue. It awarded 3 grants totaling $15K in 2024.
Where does The Umberfield Zack Family Foundation operate?
The Umberfield Zack Family Foundation has awarded grants in Massachusetts.
What size grants does The Umberfield Zack Family Foundation award?
In 2024, The Umberfield Zack Family Foundation awarded 3 grants totaling $15K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is The Umberfield Zack Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Umberfield Zack Family Foundation reported a distributable amount of $15K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Umberfield Zack Family Foundation's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Foundation for the Carolinas
CHARLOTTE, NC
Assets
$3.9B
Grants
1,605
Total Given
$609.1M
Morgan Stanley Global Impact Funding Trust Inc
INDIANAPOLIS, IN
Assets
$9.1B
Grants
19,253
Total Given
$1.2B
August Foundation Inc
SOMERVILLE, MA
Assets
—
Grants
28
Total Given
$69K
Boston Foundation Inc
BOSTON, MA
Assets
$1.9B
Grants
2,046
Total Given
$169.9M
United Way Of Massachusetts Bay Inc
BOSTON, MA
Assets
$65.8M
Grants
406
Total Given
$37.2M
Shell Usa Company Foundation
HOUSTON, TX
Assets
$52.3M
Grants
4,650
Total Given
$16.0M
Sweetser Foundation Inc
ANNAPOLIS, MD
Assets
$1.7M
Grants
21
Total Given
$241K
Jewish Communal Fund
NEW YORK, NY
Assets
$3.0B
Grants
4,673
Total Given
$953.3M
Combined Jewish Philanthropies of Greater Boston Inc
BOSTON, MA
Assets
$2.3B
Grants
1,105
Total Given
$322.3M
National Philanthropic Trust
JENKINTOWN, PA
Assets
$42.2B
Grants
18,583
Total Given
$5.1B
Fairfield County's Community Foundation
NORWALK, CT
Assets
$282.0M
Grants
445
Total Given
$23.5M
Martin H and Rhea E Reiss Family
WORCESTER, MA
Assets
$69K
Grants
3
Total Given
$9K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with The Umberfield Zack Family Foundation on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching The Umberfield Zack Family Foundation to a real strategy.