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LOIS AND ANDREW ZARO FAM CHARITABLE TR: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
LOIS AND ANDREW ZARO FAM CHARITABLE TR (EIN 30-6035876)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202113199349104471
Schema version
2020v4.1
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)
Return2021-11-15T13:08:12-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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 NO 1804AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10175ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLOIS ZAROPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2128241100PhoneNum
Signature2021-10-27SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHAIM KOFINASPreparerPersonNm
PTINP00072964PTIN
Phone2015125700PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,914,060FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$363,150ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$45,525DividendsRevAndExpnssAmt
Dividends Net Invst Incm$45,525DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$188,880NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$445,929GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$188,880CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$597,556TotalRevAndExpnssAmt
Total Net Invst Incm$234,406TotalNetInvstIncmAmt
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$5,100AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,100AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$4,128TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,128TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$420OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$420OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,648TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,648TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$706,805ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$706,805ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$716,453TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,648TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$706,805TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$118,897ExcessRevenueOverExpensesAmt
Net Investment Income$227,758NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$144,909SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$91,044SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$91,044SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$10,808OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$9,933OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$10,808OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$10,808OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$3,533,657CorporateStockBOYAmt
Corporate Stock EOY$3,812,208CorporateStockEOYAmt
Corporate Stock EOYFMV$3,812,208CorporateStockEOYFMVAmt
Total Assets BOY$3,688,499TotalAssetsBOYAmt
Total Assets EOY$3,914,060TotalAssetsEOYAmt
Total Assets EOYFMV$3,914,060TotalAssetsEOYFMVAmt
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$2,677,941RetainedEarningBOYAmt
Retained Earning EOY$2,903,502RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,688,499TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,914,060TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,688,499TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,914,060TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,688,499TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$118,897ExcessRevenueOverExpensesAmt
Other Increases$344,458OtherIncreasesAmt
Subtotal$3,914,060SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,914,060TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SCHWAB 9891P2020-01-012020-12-31$4,533$4,225$308$308
SCHWAB 9891P2019-01-012020-12-31$331,140$252,824$78,316$78,316
CAPITAL GAINS DIVIDENDSP$110,256$110,256$110,256
FieldValueIRS element (for citing)
Capital Gain Net Income$188,880CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,166InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,166SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,166TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,732EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$3,200ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$6,932TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,766OverpaymentAmt
Applied To ES Tax$3,766AppliedToESTaxAmt
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
521 5TH AVENUE SUITE 1804NEW YORKNY10175TRUSTEE1.00$0$0$0
ANDREW ZARO
521 5TH AVENUE SUITE 1804NEW YORKNY10175TRUSTEE1.00$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$3,673,933AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$117,977AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$10,371FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,802,281TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,802,281AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$57,034CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,745,247NetVlNoncharitableAssetsAmt
Minimum Investment Return$187,262MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$187,262MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,166TaxBasedOnInvestmentIncomeAmt
Total Tax$3,166TotalTaxAmt
Distributable Before Adj$184,096DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$184,096DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$184,096DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$706,805ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$706,805QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$706,805AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$184,096DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$711,621ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$620,799ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$506,890ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$470,396ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$871,804ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,181,510TotalExcessDistributionCyovAmt
Qualifying Distributions$706,805QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$184,096AppliedToCurrentYearAmt
Remaining Distri From Corpus$522,709RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,704,219TotalCorpusAmt
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$711,621ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,992,598ExcessDistriCyovToNextYrAmt
Excess From Year4$620,799ExcessFromYear4Amt
Excess From Year3$506,890ExcessFromYear3Amt
Excess From Year2$470,396ExcessFromYear2Amt
Excess From Year1$871,804ExcessFromYear1Amt
Excess From Current Year$522,709ExcessFromCurrentYearAmt

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 (33 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACTORS FUND
521 FIFTH AVENEW YORKNY10175DONATION$500
ALZHEIMER'S DRUG DISCOVERY FDNT
1414 AVENUE OF THE AMERICASSUITENEW YORKNY10019DONATION$25,0001502
AMERICAN FRIENDS OF ISRAEL PUBLIC AFFAIRS
545 5TH AVENUENEW YORKNY10017DONATION$3,600
AMERICAN JEWISH COMMITTEE
165 EAST 56TH STREETNEW YORKNY10022DONATION$25,000
BABY2BABY
5830 W JEFFERSON BLVDLOS ANGELESCA90016DONATION$5,000
BREAST CANCER RESEARCH FOUNDATION
60 EAST 56TH STREETNEW YORKNY10022DONATION$51,100
CENTRAL PARK CONSERVANCY
14 EAST 60TH STREETNEW YORKNY10022DONATION$500
CENTRAL SYNAGOGUE
123 EAST 55TH STREETNEW YORKNY10022DONATION$68,800
COLUMBIA GRAMMER & PREP SCHOOL
5 WEST 93RD STREETNEW YORKNY10025DONATION$200,000
CROHNS & COLITIS FOUNDATION OF AMERICA
386 PARK AVENUE SOUTHNEW YORKNY10016DONATION$10,000
DEANS STRATEGIC FUND
915 WASHINGTON STANN ARBORMI48109DONATION$15,000
FIT FOUNDATION
227 W 27THNEW YORKNY10001DONATION$15,000
HAMPTONS INTL FILM FESTIVAL
47 NEWTON LANEEAST HAMPTONNY11937DONATION$15,000
HARLEM JR TENNIS
40 W 143RDNEW YORKNY10037DONATION$25,000
HELP FUNDING
5 HANOVER SQUARE 17TH FLOORNEW YORKNY10004DONATION$2,500
HILLEL
800 EIGHTH STREET NWWASHINGTONDC20001DONATION$25,000
ICAHN SCHOOL OF MEDICINE
PO BOX 1217NEW YORKNY10029DONATION$40,000
MAKE A WISH FOUNDATION
3550 NORTH CENTRAL AVENUEPHOENIXAZ85012DONATION$500
METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENUENEW YORKNY10028DONATION$9,750
MJHS FOUNDATION
90 BROAD ST FL 10NEW YORKNY10004DONATION$180
MT SINAI MEDICAL CENTER
ONE GUSTAVE L LEVY PLACENEW YORKNY10029DONATION$10,000
NYU FACES
530 FIRST AVENUENEW YORKNY10016DONATION$500
OXALOSIS & HYPEROXALURIA FOUNDATION
201 EAST 19TH ST SUITE 12ENEW YORKNY10003DONATION$500
PADOQUOHAN MEDICAL LODGE
PO BOX 5078SOUTHHAMPTONNY11969DONATION$2,500
PUBLIC THEATRE
425 LAFAYETTE STREETNEW YORKNY10003DONATION$500
SHUNE ON SIERRA LEONE
521 5TH AVENUENEW YORKNY10975DONATION$1,000
ST JOHNS HEALTH CENTER
1561 WESTCHESTER AVEBRONXNY10472DONATION$50,000
SOUTHHAMPTON PBA
168 OLD COUNTRY ROADSPEONKNY11972DONATION$10,000
TEENS FOR FOOD JUSTICE
33 W 66THNEW YORKNY10023DONATION$5,000
THE SHED
545 WEST 30THNEW YORKNY10019DONATION$2,050
UJA-FEDERATION OF NEW YORK
130 EAST 59TH STREETNEW YORKNY10022DONATION$50,000
WHITNEY MUSEUM OF AMERICAN ART
945 MADISON AVENUENEW YORKNY10021DONATION$27,325
WIZO
1150 KANE CONCOURSEBAY HARBOR ISLANDSFL33154DONATION$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$706,805TotalGrantOrContriPdDurYrAmt
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
Exclusion$1ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$45,525ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$188,880ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$234,406ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$234,406TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
ANDREW ZARO
1521 FIFTH AVENUE SUITE 1804NEW YORKNY10175$313,150Yes (X)
LOIS ZARO
2521 FIFTH AVENUE SUITE 1804NEW YORKNY10175$50,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,100Amt
Net Investment Income$5,100NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSCHWAB BROKERAGEStockNm
EOY Book Value$3,812,208EOYBookValueAmt
EOYFMV$3,812,208EOYFMVAmt

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
MESSENGER FEES$170$170$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN(LOSS)Desc
Amt$344,458Amt

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$1,128$1,128$0
EXCISE TAX$3,000$0$0

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