MMZ FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
MMZ FOUNDATION (EIN 46-1541252)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-30
IRS object ID
202002129349100410
Schema version
2019v5.0
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)
Return2020-07-30T11:38:45-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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
Phone6106945930PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANDRIA M ZAIAPersonNm
Person TitlePRESIDENT/TREASURERPersonTitleTxt
Phone6106945930PhoneNum
Signature2020-06-29SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT L BUCKPreparerPersonNm
PTINP01068409PTIN
Phone6108218580PhoneNum
Preparation2020-07-30PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.88.174.3IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-07-30IPDt
IP Tm11:38:45IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id7D8ED66F6D2A85B004F242BBBCBD4B62CFE1E977AtSubmissionCreationDeviceId
At Submission Filing Device Id4BBCF8541709EF81E2AE21F5FF5BC242348C6110AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2020-11-19 02:30:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$319,590FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$25,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$21InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$21InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$10,295DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,295DividendsNetInvstIncmAmt
Total Rev And Expnss$35,316TotalRevAndExpnssAmt
Total Net Invst Incm$10,316TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$2,860CompOfcrDirTrstRevAndExpnssAmt
Pension Empl Bnft Rev And Expnss$310PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$310PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,974AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$987AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$987AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$128TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$5,272TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$987TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,297TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$39,635ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$39,635ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$44,907TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$987TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$40,932TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$9,591ExcessRevenueOverExpensesAmt
Net Investment Income$9,329NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$10,837CashBOYAmt
Cash EOY$1,246CashEOYAmt
Cash EOYFMV$1,246CashEOYFMVAmt
Corporate Stock BOY$241,002CorporateStockBOYAmt
Corporate Stock EOY$241,002CorporateStockEOYAmt
Corporate Stock EOYFMV$318,344CorporateStockEOYFMVAmt
Total Assets BOY$251,839TotalAssetsBOYAmt
Total Assets EOY$242,248TotalAssetsEOYAmt
Total Assets EOYFMV$319,590TotalAssetsEOYFMVAmt
Other Liabilities BOY$90OtherLiabilitiesBOYAmt
Other Liabilities EOY$90OtherLiabilitiesEOYAmt
Total Liabilities BOY$90TotalLiabilitiesBOYAmt
Total Liabilities EOY$90TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$251,749NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$242,158NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$251,749TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$242,158TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$251,839TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$242,248TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$251,749TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$9,591ExcessRevenueOverExpensesAmt
Subtotal$242,158SubtotalAmt
Tot Net Ast Or Fund Balances EOY$242,158TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$39,333AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$305,383NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.128799DistributionYr1Rt
Adjusted Qlfy Distri Yr2$138,633AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$482,744NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.287177DistributionYr2Rt
Adjusted Qlfy Distri Yr3$41,678AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$512,730NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.081286DistributionYr3Rt
Adjusted Qlfy Distri Yr4$42,623AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$468,497NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.090978DistributionYr4Rt
Adjusted Qlfy Distri Yr5$38,557AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$465,320NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.082861DistributionYr5Rt
Total Distribution0.671101TotalDistributionRt
Average Distribution0.134220AverageDistributionRt
Net Vl Noncharitable Assets$269,894NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$36,225AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$93NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$36,318AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$40,932QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$93InvestmentIncomeExciseTaxAmt
Subtotal$93SubtotalAmt
Tax Based On Investment Income$93TaxBasedOnInvestmentIncomeAmt
Tax Due$93TaxDueAmt

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 PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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 & DIRECTO2.00$0$0$0
ANTHONY M ZAIA
41595 DEANNA RANCH ROADMURRIETACA92562DIRECTOR1.00$0$0$0
JOSEPH A ZAIA
4 STUART DRIVEDOVERDE19901DIRECTOR1.00$0$0$0
ANDRIA M ZAIA
2535 BLACK RIVER ROADBETHLEHEMPA18015PRESIDENT/TR12.00$2,860$0$0
MICHAEL J ZAIA
44210 WEBSTER STCANTONMI48187DIRECTOR1.00$0$0$0
MARIE ZAIA
1033 STONE STACK DRIVEBETHLEHEMPA18105SECRETARY &2.00$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$267,962AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,042AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$274,004TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$274,004AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,110CashDeemedCharitableAmt
Net Vl Noncharitable Assets$269,894NetVlNoncharitableAssetsAmt
Minimum Investment Return$13,495MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$13,495MinimumInvestmentReturnAmt
Tax Based On Investment Income$93TaxBasedOnInvestmentIncomeAmt
Total Tax$93TotalTaxAmt
Distributable Before Adj$13,402DistributableBeforeAdjAmt
Distributable Before Ded$13,402DistributableBeforeDedAmt
Distributable As Adjusted$13,402DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$40,932ExpensesAndContributionsAmt
Qualifying Distributions$40,932QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$93PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$40,839AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$13,402DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$15,655ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$19,576ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$16,405ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$114,876ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$24,320ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$190,832TotalExcessDistributionCyovAmt
Qualifying Distributions$40,932QualifyingDistributionsAmt
Applied To Current Year$13,402AppliedToCurrentYearAmt
Remaining Distri From Corpus$27,530RemainingDistriFromCorpusAmt
Total Corpus$218,362TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$15,655ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$202,707ExcessDistriCyovToNextYrAmt
Excess From Year4$19,576ExcessFromYear4Amt
Excess From Year3$16,405ExcessFromYear3Amt
Excess From Year2$114,876ExcessFromYear2Amt
Excess From Year1$24,320ExcessFromYear1Amt
Excess From Current Year$27,530ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BURN PREVENTION FOUNDATION
236 N 17TH ST FLOOR 2ALLENTOWNPA18104TO BENEFIT THE CHARITY'S PURPOSE$17,000
HISTORIC BETHLEHEM MUSEUM AND SITES
74 W BROAD ST STE 310BETHLEHEMPA18018TO BENEFIT THE CHARITY'S PURPOSE$250
NATIONAL MUSEUM OF INDUSTRIAL HIST
511 E THIRD ST STE 270BETHLEHEMPA18015TO BENEFIT THE CHARITY'S PURPOSE$9,635
ALLENTOWN CENTRAL CATHOLIC HS
301 N 4TH STALLENTOWNPA18102TO BENEFIT THE CHARITY'S PURPOSE$5,000
CHILDRENS HOME OF EASTON
2000 S 25TH STEASTONPA18042TO BENEFIT THE CHARITY'S PURPOSE$4,250
NORTHAMPTON COMMUNITY COLLEGE
3835 GREEN POND RDBETHLEHEMPA18020TO BENEFIT THE CHARITY'S PURPOSE$2,000
ROTARY CLUB OF SAUCON
110 LINDEN AVEHELLERTOWNPA18055TO BENEFIT THE CHARITY'S PURPOSE$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$39,635TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,295ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$10,316ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10,316TotalIncomeProducingActyAmt

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$25,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING & TAX PREP.CategoryTxt
Amt$1,974Amt
Net Investment Income$987NetInvestmentIncomeAmt
Disbursements Charitable Prps$987DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
454 APPLE$87,443$133,317
3242 AT&T INC.$111,265$126,697
950 VERIZON COMMUNICATIONS INC.$42,294$58,330

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescPAYROLL W/H LIABILITYDesc
BOY Book Value$90BOYBookValueAmt
EOY Book Value$90EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$128Amt

Comments

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