BETA

MMZ FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
MMZ FOUNDATION (EIN 46-1541252)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-01
IRS object ID
202641219349102009
Schema version
2025v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-01T12:42:13-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232426656PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BUCKNO LISICKY & COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1645 HAMILTON ST SUITE 204AddressLine1Txt
CityALLENTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18101ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461541252EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MMZ FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMMZFBusinessNameControlTxt
Phone6104579454PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11033 STONE STACK DRIVEAddressLine1Txt
CityBETHLEHEMCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18015ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH A ZAIAPersonNm
Person TitleTREASURERPersonTitleTxt
Phone3022413044PhoneNum
Signature2026-04-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT L BUCKPreparerPersonNm
PTINP01068409PTIN
Phone6108218580PhoneNum
Preparation2026-04-30PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,717,640FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,037,068ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$228InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$228InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$63,614DividendsRevAndExpnssAmt
Dividends Net Invst Incm$63,614DividendsNetInvstIncmAmt
Total Rev And Expnss$3,100,910TotalRevAndExpnssAmt
Total Net Invst Incm$63,842TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$11,145CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$11,145CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$969PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$969PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,400AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,200AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,200AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$25TaxesRevAndExpnssAmt
Taxes Net Invst Incm$25TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$14,539TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,225TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$13,314TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,049,495ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,049,495ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,064,034TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,225TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,062,809TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,036,876ExcessRevenueOverExpensesAmt
Net Investment Income$62,617NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$41,821CashBOYAmt
Cash EOY$23,705CashEOYAmt
Cash EOYFMV$23,705CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,002SavAndTempCashInvstBOYAmt
US Government Obligations EOY$1,058,417USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,058,417USGovtObligationsEOYFMVAmt
Corporate Stock BOY$174,327CorporateStockBOYAmt
Corporate Stock EOY$174,327CorporateStockEOYAmt
Corporate Stock EOYFMV$635,518CorporateStockEOYFMVAmt
Total Assets BOY$218,150TotalAssetsBOYAmt
Total Assets EOY$1,256,449TotalAssetsEOYAmt
Total Assets EOYFMV$1,717,640TotalAssetsEOYFMVAmt
Other Liabilities BOY$157OtherLiabilitiesBOYAmt
Other Liabilities EOY$665OtherLiabilitiesEOYAmt
Total Liabilities BOY$157TotalLiabilitiesBOYAmt
Total Liabilities EOY$665TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$217,993NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,255,784NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$217,993TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,255,784TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$218,150TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,256,449TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$217,993TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,036,876ExcessRevenueOverExpensesAmt
Other Increases$915OtherIncreasesAmt
Subtotal$1,255,784SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,255,784TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$870InvestmentIncomeExciseTaxAmt
Subtotal$870SubtotalAmt
Tax Based On Investment Income$870TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$103EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$103TotalPaymentsAndCreditsAmt
Tax Due$767TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksANDRIA M ZAIAIndividualWithBooksNm
Phone6106945930PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12535 BLACK RIVER RDAddressLine1Txt
CityBETHLEHEMCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18015ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
J MICHAEL ZAIA
1033 STONE STACK DRBETHLEHEMPA18015VP/DIRECTOR1.00$0$0$0
ANTHONY M ZAIA
41595 DEANNA RANCH ROADMURRIETACA92562DIRECTOR1.00$0$0$0
JOSEPH A ZAIA
4 STUART DRIVEDOVERDE19901TREASURER1.00$4,500$0$0
ANDRIA M ZAIA
2535 BLACK RIVER ROADBETHLEHEMPA18015PRESIDENT1.00$6,645$0$0
MICHAEL J ZAIA
44210 WEBSTER STCANTONMI48187DIRECTOR1.00$0$0$0
MARIE ZAIA
1033 STONE STACK DRIVEBETHLEHEMPA18105SECRETARY/DI1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,103,277AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$30,045AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,133,322TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,133,322AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$32,000CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,101,322NetVlNoncharitableAssetsAmt
Minimum Investment Return$105,066MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$105,066MinimumInvestmentReturnAmt
Tax Based On Investment Income$870TaxBasedOnInvestmentIncomeAmt
Total Tax$870TotalTaxAmt
Distributable Before Adj$104,196DistributableBeforeAdjAmt
Distributable Before Ded$104,196DistributableBeforeDedAmt
Distributable As Adjusted$104,196DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,062,809ExpensesAndContributionsAmt
Qualifying Distributions$2,062,809QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$104,196DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$11,391ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$8,401ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$34,438ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$7,516ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$61,746TotalExcessDistributionCyovAmt
Qualifying Distributions$2,062,809QualifyingDistributionsAmt
Applied To Current Year$104,196AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,958,613RemainingDistriFromCorpusAmt
Total Corpus$2,020,359TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$11,391ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,008,968ExcessDistriCyovToNextYrAmt
Excess From Year4$8,401ExcessFromYear4Amt
Excess From Year3$34,438ExcessFromYear3Amt
Excess From Year2$7,516ExcessFromYear2Amt
Excess From Current Year$1,958,613ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
ALLENTOWN CENTRAL CATHOLIC HS
301 N 4TH STALLENTOWNPA18102NCCHARITABLE$1,005,045
BAUM SCHOOL OF ART
510 W LINDEN STALLENTOWNPA18101NCCHARITABLE$45
BETHLEHEM FOOD COOPERATIVE
250 E BROAD STBETHLEHEMPA18018NCCHARITABLE$1,000
BLUE MOUNTAIN LEAGUE SCHOLARSHIP
5030 HARVEY RDBETHLEHEMPA18020NCCHARITABLE$1,000
BURN PREVENTION NETWORK
2100 MACK BLVDALLENTOWNPA18106NCCHARITABLE$30,000
CHARTER ARTS FOUNDATION
321 EAST 3RD STBETHLEHEMPA18015NCCHARITABLE$3,600
COMMUNITY MUSIC SCHOOL
1544 HAMILTON STALLENTOWNPA18102NCCHARITABLE$1,000
HUMANITARIAN SOCIAL INNOVATIONS
301 BROADWAY SUITE 115BETHLEHEMPA18015NCCHARITABLE$1,000C/O 501 FLATS FIRE RELIEF
LEHIGH VALLEY CHARTER HIGH SCHOOL
321 E THIRD STBETHLEHEMPA18015NCCHARITABLE$850
LOWER SAUCON HISTORICAL SOCIETY
3700 OLD PHILADELPHIA PKBETHLEHEMPA18015NCCHARITABLE$315
MORAVIAN HISTORICAL SOCIETY
214 E CENTER STNAZARETHPA18064NCCHARITABLE$140
NATIONAL MUSEUM INDUSTRIAL HISTORY
602 E 2ND STBETHLEHEMPA18015NCCHARITABLE$1,005,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,049,495TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$228ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$63,614ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$63,842ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$63,842TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJ MICHAEL MARIE ZAIAContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11033 STONE STACK DRIVEAddressLine1Txt
CityBETHLEHEMCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18015ZIPCd
FieldValueIRS element (for citing)
Total Contributions$3,037,068TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ACCOUNTING & TAX PREPARATION$2,068$1,034$1,034
PAYROLL SERVICE$332$166$166

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
APPLE$87,443$493,698
AT&T$47,215$80,531
VERIZON$25,187$38,694
WARNER BROS DISCOVERY$14,482$22,595

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$1,058,417USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,058,417USGovtObligationsEOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescOTHER INCREASESDesc
Amt$915Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescPAYOLL TAXES PAYABLEDesc
BOY Book Value$157BOYBookValueAmt
EOY Book Value$665EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryBUSINESS LICENSECategoryTxt
Amt$25Amt
Net Investment Income$25NetInvestmentIncomeAmt

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