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LOIS AND ANDREW ZARO FAM CHARITABLE TR: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
LOIS AND ANDREW ZARO FAM CHARITABLE TR (EIN 30-6035876)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-07-26
IRS object ID
202342079349100404
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-07-26T09:29:18-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Line11 INTERNATIONAL BLVDSTE 700AddressLine1Txt
CityMAHWAHCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07495ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

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 Line1521 FIFTH AVE 1804AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10175ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLOIS ZAROPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2128241100PhoneNum
Signature2023-07-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLOISPersonFirstNm
Person LastZAROPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBENJAMIN MILLSPreparerPersonNm
PTINP00366872PTIN
Phone2015125700PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,327,417FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$208,750ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$61,859DividendsRevAndExpnssAmt
Dividends Net Invst Incm$61,859DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$130,034NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$376,844GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$130,034CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$400,643TotalRevAndExpnssAmt
Total Net Invst Incm$191,893TotalNetInvstIncmAmt
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$5,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,200AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$13,619TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,619TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$290OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$290OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$19,109TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,109TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$451,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$451,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$470,709TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,109TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$451,600TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$70,066ExcessRevenueOverExpensesAmt
Net Investment Income$183,784NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$79,822SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$149,744SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$149,744SavAndTempCashInvstEOYFMVAmt
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$4,367,986CorporateStockBOYAmt
Corporate Stock EOY$3,166,865CorporateStockEOYAmt
Corporate Stock EOYFMV$3,166,865CorporateStockEOYFMVAmt
Total Assets BOY$4,458,616TotalAssetsBOYAmt
Total Assets EOY$3,327,417TotalAssetsEOYAmt
Total Assets EOYFMV$3,327,417TotalAssetsEOYFMVAmt
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$3,448,058RetainedEarningBOYAmt
Retained Earning EOY$2,316,859RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,458,616TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,327,417TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,458,616TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,327,417TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,458,616TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$70,066ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,388,550SubtotalAmt
Other Decreases$1,061,133OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,327,417TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PACKAGING CORPP$1,048$952$96$96
SCHWABP$313,818$239,945$73,873$73,873
PROSHARESP$799$5,913-$5,114-$5,114
CAPITAL GAINS DIVIDENDSP$61,179$61,179$61,179
FieldValueIRS element (for citing)
Capital Gain Net Income$130,034CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,555InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,555SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,555TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,785EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$7,785TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$5,230OverpaymentAmt
Applied To ES Tax$5,230AppliedToESTaxAmt
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 Line1521 FIFTH AVE SUITE 1804AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10175ZIPCd
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$3,767,426AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$114,783AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$10,808FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,893,017TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,893,017AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$58,395CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,834,622NetVlNoncharitableAssetsAmt
Minimum Investment Return$191,731MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$191,731MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,555TaxBasedOnInvestmentIncomeAmt
Total Tax$2,555TotalTaxAmt
Distributable Before Adj$189,176DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$189,176DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$189,176DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$451,600ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$451,600QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$189,176DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$506,890ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$470,396ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$871,804ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$522,709ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$240,929ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,612,728TotalExcessDistributionCyovAmt
Qualifying Distributions$451,600QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$189,176AppliedToCurrentYearAmt
Remaining Distri From Corpus$262,424RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,875,152TotalCorpusAmt
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$506,890ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,368,262ExcessDistriCyovToNextYrAmt
Excess From Year4$470,396ExcessFromYear4Amt
Excess From Year3$871,804ExcessFromYear3Amt
Excess From Year2$522,709ExcessFromYear2Amt
Excess From Year1$240,929ExcessFromYear1Amt
Excess From Current Year$262,424ExcessFromCurrentYearAmt

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 (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AIPAC
521 5TH AVENUENEW YORKNY10175DONATION$3,600
ALZHEIMER'S DRUG DISCOVERY FDNT
1414 AVENUE OF THE AMERICASSUITENEW YORKNY10019DONATION$27,5001502
AMERICAN FRIENDS OF ISRAEL MUSEUM
545 5TH AVENUENEW YORKNY10017DONATION$2,500
BREAST CANCER RESEARCH FOUNDATION
60 EAST 56TH STREETNEW YORKNY10022DONATION$50,000
CENTRAL PARK CONSERVANCY
14 EAST 60TH STREETNEW YORKNY10022DONATION$3,000
CENTRAL SYNAGOGUE
123 EAST 55TH STREETNEW YORKNY10022DONATION$25,000
COLUMBIA GRAMMER & PREP SCHOOL
5 WEST 93RD STREETNEW YORKNY10025DONATION$150,000
CROHNS & COLITIS FOUNDATION OF AMERICA
386 PARK AVENUE SOUTHNEW YORKNY10016DONATION$10,000
HAMPTONS INTL FILM FESTIVAL
47 NEWTON LANEEAST HAMPTONNY11937DONATION$10,000
HARLEM JR TENNIS
40 W 143RDNEW YORKNY10037DONATION$25,000
TEENS FOR FOOD JUSTICE
33 W 66THNEW YORKNY10023DONATION$17,500
UJA-FEDERATION OF NEW YORK
130 EAST 59TH STREETNEW YORKNY10022DONATION$50,000
PROJECT SAM
1001 AVENUE OF THE AMERICAS 2NDNEW YORKNY10018DOBATION$2,500FLOOR
THE CENTER FOR EARLY EDUCATION
563 NORTH ALFRED STWEST HOLLYWOODCA90048DONATION$50,000
THE FREDDY & OLIVIA WEXLER FOUNDATION
521 5TH AVENUENEW YORKNY10175DONATIONDONATION$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$451,600TotalGrantOrContriPdDurYrAmt
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$61,859ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$130,034ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$191,893ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$191,893TotalIncomeProducingActyAmt

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$208,750TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,200Amt
Net Investment Income$5,200NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSCHWAB BROKERAGEStockNm
EOY Book Value$3,166,865EOYBookValueAmt
EOYFMV$3,166,865EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN(LOSS)Desc
Amt$1,061,133Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NYS FILING FEE$250$250$0
MISCELLANEOUS FEES$40$40$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
LOIS ZARO
521 FIFTH AVE SUTE 1804NEW YORKNY10175
ANDREW ZARO
521 FIFTH AVE SUTE 1804NEW YORKNY10175

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$2,619$2,619$0
EXCISE TAX$11,000$0$0

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