The Umberfield Zack Family Foundation
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.
The Umberfield Zack Family Foundation at a glance
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.
- Annual giving (2025)
- $14,000
- -6.7% vs 2024
- Grants made (2025)
- 4
- +33.3% vs 2024
- Average grant
- $3,500
- -30.0% vs 2024
- Median grant
- $3,500
- Total assets
- $180,509
- +12.3% vs 2024
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Umberfield Zack Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
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
The most common grant size was under $50K: 19 grants of 19 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $14K (2025) to $39K (2021). In 2025 it made 4 grants totaling $14K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Greater Boston Food Bank Boston, MA | Support of Public Charity | $5,000 |
| Mount Holyoke College South Hadley, MA | To Support Students and Programs | $5,000 |
| Berklee College Boston, MA | Support of Public Charity | $2,000 |
| Worcester Polytechnic Institute Worcester, MA | Support of Public Charity | $2,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $180,509 | $52,925 | $32,770 | $14,000 | 4 | $23,600 | $44,930 | $15,076 |
| 2024 | $160,754 | $36,355 | $33,644 | $15,000 | 3 | $24,600 | $28,754 | $15,045 |
| 2023 | $158,100 | $10,955 | $34,588 | $18,100 | 4 | $26,500 | $4,088 | $13,886 |
| 2022 | $181,952 | $23,182 | $45,319 | $29,000 | 4 | $38,720 | $15,728 | $15,305 |
| 2021 | $204,944 | $67,861 | $55,239 | $39,000 | 4 | $48,660 | $60,939 | $17,478 |
| 2020 | $192,630 | $30,913 | $51,186 | $35,000 | 3 | — | $22,128 | $17,231 |
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.
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
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.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 4, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work The Umberfield Zack Family Foundation funds
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