BETA

LOIS AND ANDREW ZARO FAM CHARITABLE TR: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
LOIS AND ANDREW ZARO FAM CHARITABLE TR (EIN 30-6035876)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-14
IRS object ID
202433199349102608
Schema version
2023v5.1
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)
Return2024-11-14T11:03:32-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN202840805PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GOLDSTEIN LIEBERMAN & CO LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1225 BRAE BLVD SUITE 200AddressLine1Txt
CityPARK RIDGECityNm
State AbbreviationNJStateAbbreviationCd
ZIP07656ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN306035876EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LOIS AND ANDREW ZAROBusinessNameLine1Txt
Business Name Line2FAMILY CHARITABLE TRUSTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlZAROBusinessNameControlTxt
Phone2128241100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17213 FISHER ISLAND DRIVEAddressLine1Txt
CityMIAMI BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33109ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLOIS ZAROPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2128241100PhoneNum
Signature2024-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL IPPOLITIPreparerPersonNm
PTINP00186683PTIN
Phone2015125700PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,599,914FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$78,416ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$59,696DividendsRevAndExpnssAmt
Dividends Net Invst Incm$59,696DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$150,519NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$150,519GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$150,519CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$288,631TotalRevAndExpnssAmt
Total Net Invst Incm$210,215TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,300AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,300AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$541TaxesRevAndExpnssAmt
Taxes Net Invst Incm$541TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$16OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$16OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,857TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,857TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$496,280ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$496,280ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$502,137TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,857TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$496,280TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$213,506ExcessRevenueOverExpensesAmt
Net Investment Income$204,358NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$149,744SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$31,133SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$31,133SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$10,808OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$10,808OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$10,808OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$10,808OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$3,166,865CorporateStockBOYAmt
Corporate Stock EOY$2,948,598CorporateStockEOYAmt
Corporate Stock EOYFMV$3,557,973CorporateStockEOYFMVAmt
Total Assets BOY$3,327,417TotalAssetsBOYAmt
Total Assets EOY$2,990,539TotalAssetsEOYAmt
Total Assets EOYFMV$3,599,914TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$1,010,558AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$1,010,558AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,316,859RetainedEarningBOYAmt
Retained Earning EOY$1,979,981RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,327,417TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,990,539TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,327,417TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,990,539TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,327,417TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$213,506ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,113,911SubtotalAmt
Other Decreases$123,372OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,990,539TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SCHWABP$90,585$90,585$90,585
CAPITAL GAINS DIVIDENDSP$59,934$59,934$59,934
FieldValueIRS element (for citing)
Capital Gain Net Income$150,519CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,841InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,841SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,841TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,230EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$6,230TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,389OverpaymentAmt
Applied To ES Tax$3,389AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksENTERPRISE ASSET MANAGEMENTIndividualWithBooksNm
Phone2128241100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1295 MADISON AVENUE SUITE 715AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LOIS ZARO
7213 FISCHER ISLAND DRIVEMIAMI BEACHFL33109TRUSTEE1.00$0$0$0
ANDREW ZARO
7213 FISCHER ISLAND DRIVEMIAMI BEACHFL33109TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,600,000AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$75,000AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$10,808FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,685,808TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,685,808AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$55,287CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,630,521NetVlNoncharitableAssetsAmt
Minimum Investment Return$181,526MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$181,526MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,841TaxBasedOnInvestmentIncomeAmt
Total Tax$2,841TotalTaxAmt
Distributable Before Adj$178,685DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$178,685DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$178,685DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$496,280ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$496,280QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$178,685DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$470,396ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$871,804ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$522,709ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$240,929ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$262,424ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,368,262TotalExcessDistributionCyovAmt
Qualifying Distributions$496,280QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$178,685AppliedToCurrentYearAmt
Remaining Distri From Corpus$317,595RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,685,857TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$470,396ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,215,461ExcessDistriCyovToNextYrAmt
Excess From Year4$871,804ExcessFromYear4Amt
Excess From Year3$522,709ExcessFromYear3Amt
Excess From Year2$240,929ExcessFromYear2Amt
Excess From Year1$262,424ExcessFromYear1Amt
Excess From Current Year$317,595ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLOIS ZAROContributingManagerNm
Contributing ManagerANDREW ZAROContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AIPAC
521 5TH AVENUENEW YORKNY10175DONATION$5,000
ALZHEIMER'S DRUG DISCOVERY FDNT
1414 AVENUE OF THE AMERICASSUITENEW YORKNY10019DONATION$67,5001502
AMERICAN FRIENDS OF ISRAEL MUSEUM
545 5TH AVENUENEW YORKNY10017DONATION$33,333
CENTRAL PARK CONSERVANCY
14 EAST 60TH STREETNEW YORKNY10022DONATION$7,500
CROHNS & COLITIS FOUNDATION OF AMERICA
386 PARK AVENUE SOUTHNEW YORKNY10016DONATION$10,000
FRIENDS OF UNITED HATZALAH
521 5TH AVENUENEW YORKNY10175DONATION$36,000
GREATER MIAMI JEWISH FEDERATION
STANLEY C MYERS BUILDING 4200MIAMIFL331373279DONATION$125,000BISCAYNE BOULEVARD
HAMPTONS INTL FILM FESTIVAL
47 NEWTON LANEEAST HAMPTONNY11937DONATION$10,000
JEWISH FEDERATION OF PALM BEACH
1 HARVARD CIRCLE SUITE 100WEST PALM BEACHFL33409DONATION$1,000
LOTUS ENDOWNMENT FUND INC CHILDRENS VILLAGE
3921 ALTON ROADMIAMI BEACHFL33140DONATION$25,000
MELANOMA RESEARCH ALLIANCE FNDT
1420 K STREET NWWASHINGTONDC20005DONATION$5,000
NE'EMAN FOUNDATION USA
18 HAZELTON ROADNEWTONMA02459DONATION$7,500
PEF ISRAEL ENDOWNMENT FUNDS
630 3RD AVENUE SUITE 1501NEW YORKNY10017DONATION$2,000
SOUTHHAMPTON HOSPITAL
2401 MEETING HOUSE LANDSOUTHHAMPTONNY11968DONATION$1,500
THE BREAST CANCER RESEARCH FOUNDATION
60 EAST 56TH STREETNEW YORKNY10022DONATION$50,000
THE FREDDY & OLIVIA WEXLER FOUNDATION
521 5TH AVENUENEW YORKNY10175DONATIONDONATION$25,000
UJA-FEDERATION OF NEW YORK
130 EAST 59TH STREETNEW YORKNY10022DONATION$75,000
VARIOUS CHARITIES
521 5TH AVENUENEW YORKNY10175DONATION$4,947
WIZO
1150 KANE CONCOURSEBAY HARBOR ISLANDSFL33154DONATION$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$496,280TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$59,696ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$150,519ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$210,215ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$210,215TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

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 Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1ANDREW ZAROBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line17213 FISCHER ISLAND DRIVEAddressLine1Txt
CityMIAMI BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33109ZIPCd
FieldValueIRS element (for citing)
Total Contributions$78,417TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,300Amt
Net Investment Income$5,300NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSCHWAB BROKERAGEStockNm
EOY Book Value$2,948,598EOYBookValueAmt
EOYFMV$3,557,973EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN(LOSS)Desc
Amt$123,372Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS FEESDesc
Revenue And Expenses Per Books$16RevenueAndExpensesPerBooksAmt
Net Investment Income$16NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
LOIS ZARO
7213 FISHER ISLAND DRIVEMIAMI BEACHFL33109
ANDREW ZARO
7213 FISHER ISLAND DRIVEMIAMI BEACHFL33109

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$541Amt
Net Investment Income$541NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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