MMZ FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MMZ FOUNDATION (EIN 46-1541252)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202321359349102322
- Schema version
- 2022v5.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T11:15:53-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232426656 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCKNO LISICKY & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 645 HAMILTON ST SUITE 204 | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461541252 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MMZ FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MMZF | BusinessNameControlTxt |
| Phone | 6106945930 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1033 STONE STACK DRIVE | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18015 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDRIA M ZAIA | PersonNm |
| Person Title | PRESIDENT/TREASURER | PersonTitleTxt |
| Phone | 6106945930 | PhoneNum |
| Signature | 2023-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANDRIA | PersonFirstNm |
| Person Last | ZAIA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT L BUCK | PreparerPersonNm |
| PTIN | P01068409 | PTIN |
| Phone | 6108218580 | PhoneNum |
| Preparation | 2023-04-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $343,827 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $30,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $12 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,481 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,481 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $38,495 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,495 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,860 | CompOfcrDirTrstRevAndExpnssAmt |
| Pension Empl Bnft Rev And Expnss | $315 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $315 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $925 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $925 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $161 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $25 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $136 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $219 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $219 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,405 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $950 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $136 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,459 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,065 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,065 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $55,470 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $950 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $136 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $51,524 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,975 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,545 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,563 | CashBOYAmt |
| Cash EOY | $2,909 | CashEOYAmt |
| Cash EOYFMV | $2,909 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,375 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $418 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $418 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $174,332 | CorporateStockBOYAmt |
| Corporate Stock EOY | $174,327 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $340,500 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $194,270 | TotalAssetsBOYAmt |
| Total Assets EOY | $177,654 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $343,827 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $158 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $157 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $158 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $157 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $194,112 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $177,497 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $194,112 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $177,497 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $194,270 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $177,654 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $194,112 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,975 | ExcessRevenueOverExpensesAmt |
| Other Increases | $360 | OtherIncreasesAmt |
| Subtotal | $177,497 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $177,497 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | WARNER BROS DISCOVERY | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 1989-11-30 | AcquiredDt |
| Sold | 2022-04-18 | SoldDt |
| Gross Sales Price | $7 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5 | CostOrOtherBasisAmt |
| Gain Or Loss | $2 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $105 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $105 | SubtotalAmt |
| Tax Based On Investment Income | $105 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $105 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANDRIA M ZAIA | IndividualWithBooksNm |
| Phone | 6106945930 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2535 BLACK RIVER RD | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| J MICHAEL ZAIA | ||||||||
| 1033 STONE STACK DR | BETHLEHEM | PA | 18015 | VP & DIRECTO | 000.00 | $0 | $0 | $0 |
| ANTHONY M ZAIA | ||||||||
| 41595 DEANNA RANCH ROAD | MURRIETA | CA | 92562 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| JOSEPH A ZAIA | ||||||||
| 4 STUART DRIVE | DOVER | DE | 19901 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| ANDRIA M ZAIA | ||||||||
| 2535 BLACK RIVER ROAD | BETHLEHEM | PA | 18015 | PRESIDENT/TR | 000.00 | $2,860 | $0 | $0 |
| MICHAEL J ZAIA | ||||||||
| 44210 WEBSTER ST | CANTON | MI | 48187 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| MARIE ZAIA | ||||||||
| 1033 STONE STACK DRIVE | BETHLEHEM | PA | 18105 | SECRETARY & | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $340,710 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,344 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $349,054 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $349,054 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,236 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $343,818 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,191 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,191 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $105 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $105 | TotalTaxAmt |
| Distributable Before Adj | $17,086 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $17,086 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $17,086 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $51,524 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $51,524 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,086 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $114,876 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $24,320 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $27,530 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,391 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,401 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $186,518 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $51,524 | QualifyingDistributionsAmt |
| Applied To Current Year | $17,086 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $34,438 | RemainingDistriFromCorpusAmt |
| Total Corpus | $220,956 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $114,876 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $106,080 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $24,320 | ExcessFromYear4Amt |
| Excess From Year3 | $27,530 | ExcessFromYear3Amt |
| Excess From Year2 | $11,391 | ExcessFromYear2Amt |
| Excess From Year1 | $8,401 | ExcessFromYear1Amt |
| Excess From Current Year | $34,438 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BURN PREVENTION FOUNDATION | ||||||
| 236 N 17TH ST FLOOR 2 | ALLENTOWN | PA | 18104 | NON-PF | TO BENEFIT THE CHARITY'S PURPOSE | $20,000 |
| NATIONAL MUSEUM OF INDUSTRIAL HIST | ||||||
| 511 E THIRD ST STE 270 | BETHLEHEM | PA | 18015 | NON-PF | TO BENEFIT THE CHARITY'S PURPOSE | $2,700 |
| CHILDRENS HOME OF EASTON | ||||||
| 2000 S 25TH ST | EASTON | PA | 18042 | NON-PF | TO BENEFIT THE CHARITY'S PURPOSE | $13,600 |
| COMMUNITY MUSIC SCHOOL | ||||||
| 1544 HAMILTON STREET | ALLENTOWN | PA | 18102 | NON-PF | TO BENEFIT THE CHARITY'S PURPOSE | $5,000 |
| UNC ATHLETICS | ||||||
| PO BOX 309 | CHAPEL HILL | NC | 27514 | NON-PF | TO BENEFIT THE CHARITY'S PURPOSE | $3,000 |
| BETHLEHEM ROTARY FOUNDATION | ||||||
| 511 E 3RD ST | BETHLEHEM | PA | 18015 | NON-PF | TO BENEFIT CHARITY'S PURPOSE | $765 |
| TRANSFIGURATION CHURCH | ||||||
| 303 N SHAMOKIN ST | SHAMOKIN | PA | 17872 | NON-PF | TO BENEFIT CHARITY'S PURPOSE | $500 |
| AMERICAN RHODODENDRON SOCIETY | ||||||
| PO BOX 43 | CRARYVILLE | NY | 12521 | NON-PF | TO BENEFIT CHARITY'S PURPOSE | $3,000 |
| LATINO LEADERSHIP ALLIANCE OF LV | ||||||
| ALLENTOWN PA | ALLENTOWN | PA | 18105 | NON-PF | TO BENEFIT CHARITY'S PURPOSE | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,065 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,481 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,495 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,495 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | J MICHAEL MARIE ZAIA | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1033 STONE STACK DRIVE | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $30,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX PREP. | CategoryTxt |
| Amt | $1,850 | Amt |
| Net Investment Income | $925 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $925 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 454 APPLE | $87,443 | $235,953 |
| 3242 AT&T INC. | $47,215 | $59,685 |
| 950 VERIZON COMMUNICATIONS INC. | $25,187 | $37,430 |
| 784 WARNER BROS DISCOVERY | $14,482 | $7,432 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| BANK FEES | $19 | $19 |
| OTHER EXPENSES | $200 | $200 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECONCILING ITEMS | Desc |
| Amt | $360 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL W/H LIABILITY | Desc |
| BOY Book Value | $158 | BOYBookValueAmt |
| EOY Book Value | $157 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BPT | $25 | $25 | |
| PF EXCISE TAX ON INVESTMENTS | $136 | $136 |
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