BETA

LOIS AND ANDREW ZARO FAM CHARITABLE TR: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
LOIS AND ANDREW ZARO FAM CHARITABLE TR (EIN 30-6035876)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-11
IRS object ID
202043169349101019
Schema version
2019v5.1
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)
Return2020-11-11T09:39:39-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-11-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHAIM KOFINASPreparerPersonNm
PTINP00072964PTIN
Phone2015125700PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address68.195.195.35IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-06IPDt
IP Tm08:55:31IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdD37C2C090AC38FF3240C4FFE83A79006BDC4D52FAtSubmissionCreationDeviceId
At Submission Filing Device Id2231A1A1105B558103EA594DD92C47509E494094AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,688,499FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$342,220ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$87InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$87InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$69,308DividendsRevAndExpnssAmt
Dividends Net Invst Incm$69,308DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$100,136NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$248,046GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$100,136CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$511,751TotalRevAndExpnssAmt
Total Net Invst Incm$169,531TotalNetInvstIncmAmt
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$4,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,800AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$7,558TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,558TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$253OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$253OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,611TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,611TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,047,220ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,047,220ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,059,831TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,611TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,047,220TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$548,080ExcessRevenueOverExpensesAmt
Net Investment Income$162,920NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1CashBOYAmt
Sav And Temp Cash Invst BOY$873,171SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$144,909SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$144,909SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$9,933OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$5,978OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$9,933OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$9,933OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$2,692,965CorporateStockBOYAmt
Corporate Stock EOY$3,533,657CorporateStockEOYAmt
Corporate Stock EOYFMV$3,533,657CorporateStockEOYFMVAmt
Total Assets BOY$3,572,115TotalAssetsBOYAmt
Total Assets EOY$3,688,499TotalAssetsEOYAmt
Total Assets EOYFMV$3,688,499TotalAssetsEOYFMVAmt
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$2,561,557RetainedEarningBOYAmt
Retained Earning EOY$2,677,941RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,572,115TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,688,499TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,572,115TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,688,499TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,572,115TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$548,080ExcessRevenueOverExpensesAmt
Other Increases$664,464OtherIncreasesAmt
Subtotal$3,688,499SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,688,499TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ANADARKOP$28,164$24,965$3,199$3,199
OCCIDENTALP$38$39-$1-$1
SPDRP$50,072$42,330$7,742$7,742
VANGUARDP$100,149$78,924$21,225$21,225
AMCP$4,691$1,652$3,039$3,039
CAPITAL GAINS DIVIDENDSP$64,932$64,932$64,932
FieldValueIRS element (for citing)
Capital Gain Net Income$100,136CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$662,867AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,915,111NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.169310DistributionYr1Rt
Adjusted Qlfy Distri Yr2$704,471AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,973,377NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.177298DistributionYr2Rt
Adjusted Qlfy Distri Yr3$829,810AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,186,925NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.198191DistributionYr3Rt
Adjusted Qlfy Distri Yr4$749,906AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,203,245NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.340364DistributionYr4Rt
Adjusted Qlfy Distri Yr5$716,800AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$827,771NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.865940DistributionYr5Rt
Total Distribution1.751103TotalDistributionRt
Average Distribution0.350221AverageDistributionRt
Net Vl Noncharitable Assets$3,573,482NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,251,508AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,629NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,253,137AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,047,220QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,258InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,258SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,258TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,990EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$3,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$6,990TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,732OverpaymentAmt
Applied To ES Tax$3,732AppliedToESTaxAmt
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

FieldValueIRS element (for citing)
PersonLOIS ZAROPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1521 5TH AVENUE SUITE 1804AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10175ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$3,113,311AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$514,590AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,627,901TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,627,901AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$54,419CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,573,482NetVlNoncharitableAssetsAmt
Minimum Investment Return$178,674MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$178,674MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,258TaxBasedOnInvestmentIncomeAmt
Total Tax$3,258TotalTaxAmt
Distributable Before Adj$175,416DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$175,416DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$175,416DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,047,220ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,047,220QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,047,220AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$175,416DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$675,517ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$711,621ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$620,799ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$506,890ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$470,396ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,985,223TotalExcessDistributionCyovAmt
Qualifying Distributions$1,047,220QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$175,416AppliedToCurrentYearAmt
Remaining Distri From Corpus$871,804RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,857,027TotalCorpusAmt
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$675,517ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,181,510ExcessDistriCyovToNextYrAmt
Excess From Year4$711,621ExcessFromYear4Amt
Excess From Year3$620,799ExcessFromYear3Amt
Excess From Year2$506,890ExcessFromYear2Amt
Excess From Year1$470,396ExcessFromYear1Amt
Excess From Current Year$871,804ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ALBERT EINSTEIN COLLEGE
500 WEST 185TH STREETNEW YORKNY10033DONATION$1,000
ALZHEIMER'S DRUG DISCOVERY FDNT
1414 AVENUE OF THE AMERICASSUITENEW YORKNY10019DONATION$25,0001502
AMERICAN FRIENDS OF ISRAEL MUSEUM
545 5TH AVENUENEW YORKNY10017DONATION$2,550
ANDERSON RANCH
5263 OWL CREEK RDSNOWMASS VILLAGECO81615DONATION$5,000
AMERICAN JEWISH COMMITTEE
165 EAST 56TH STREETNEW YORKNY10022DONATION$25,000
BABY2BABY
5830 W JEFFERSON BLVDLOS ANGELESCA90016DONATION$10,000
BIRTHRIGHT ISRAEL
30 W LASALLE STCHICAGOIL60602DONATION$10,000
BREAST CANCER RESEARCH FOUNDATION
60 EAST 56TH STREETNEW YORKNY10022DONATION$51,100
CENTRAL PARK CONSERVANCY
14 EAST 60TH STREETNEW YORKNY10022DONATION$6,800
CENTRAL SYNAGOGUE
123 EAST 55TH STREETNEW YORKNY10022DONATION$25,000
CGPS THIRD CENTURY
5 WEST 93RD STREETNEW YORKNY10025DONATION$349,600
BRAIN TUMOR FOUNDATION
1350 AVENUE OF THE AMERICASNEW YORKNY10019DONATION$4,895
CROHNS & COLITIS FOUNDATION OF AMERICA
386 PARK AVENUE SOUTHNEW YORKNY10016DONATION$10,000
EAST SIDE HOUSE SETTLEMENT
337 ALEXANDER AVEBRONXNY10454DONATION$1,425
FILM SOCIETY OF LINCOLN CENTER
70 LINCOLN CENTER PLAZANEW YORKNY10023DONATION$1,250
FIT FOUNDATION
227 W 27THNEW YORKNY10001DONATION$15,000
HARPER FOR KIDS
2920 BUCHANAN STSAN FRANCISCOCA94123DONATION$5,000
HAMPTONS INTL FILM FESTIVAL
47 NEWTON LANEEAST HAMPTONNY11937DONATION$10,000
HARLEM JR TENNIS
40 W 143RDNEW YORKNY10037DONATION$25,000
HELP FUNDING
5 HANOVER SQUARE 17TH FLOORNEW YORKNY10004DONATION$2,500
ICAHN SCHOOL OF MEDICINE
PO BOX 1217NEW YORKNY10029DONATION$26,000
ITHACA COLLEGE
953 DANBY ROADITHACANY14850DONATION$1,000
JEWISH MUSEUM
1109 FIFTH AVENUENEW YORKNY10128DONATION$8,295
JUNIOR TENNIS CHAMPIONS
5200 PAINT BRANCH PKWYCOLLEGE PARK MDMD20740DONATION$9,440
LOS ANGELES MUSEUM OF HOLOCOST
100 GROVE DRLOS ANGELESCA90036DONATION$2,700
METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENUENEW YORKNY10028DONATION;LISTTOTAL 0$18,596
NATIONAL INSTITUTE REPRODUCTIVE HEALTH
470 PARK AVENUE SOUTHNEW YORKNY10016DONATION$1,000
NAPA VALLEY FESTIVAL
1030 SEMINARY STNAPACA94559DONATION$10,000
NYU FACES
530 FIRST AVENUENEW YORKNY10016DONATION$1,000
PARK AVENUE SYNAGOGUE
50 EAST 87TH STREETNEW YORKNY10128DONATION$100,000
PIONEER WORKS
159 PIONEER STBROOKLYNNY11231DONATION$2,500
PUBLIC THEATRE
425 LAFAYETTE STREETNEW YORKNY10003DONATION$5,000
ROUNDABOUT THEATRE COMPANY
231 WEST 39TH ST SUITE 1200NEW YORKNY10018DONATION$6,300
SLE LUPUS FOUNDATION
149 MADISON AVENEW YORKNY10016DONATION$9,540
SAVE VENICE
133 E 58TH STNEW YORKNY10022DONATION$2,500
TEENS FOR FOOD JUSTICE
33 W 66THNEW YORKNY10023DONATION$25,000
THE KENNEDY CENTER
2700 F ST NWWASHINGTONDC20037DONATION$20,000
UJA-FEDERATION OF NEW YORK
130 EAST 59TH STREETNEW YORKNY10022DONATION$50,000
USTA
317 W 52NDNEW YORKNY10019DONATION$75,000
WEILL ORNELL
B20 DAY HALLITHACANY148532801DONATION$13,075
WHITNEY MUSEUM OF AMERICAN ART
945 MADISON AVENUENEW YORKNY10021DONATION$67,344
WIZO
1150 KANE CONCOURSEBAY HARBOR ISLANDSFL33154DONATION$2,500
VARIOUS CHARITIES
521 5TH AVENUENEW YORKNY10175DONATION$4,310
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,047,220TotalGrantOrContriPdDurYrAmt
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$87ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$69,308ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$100,136ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$169,531ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$169,531TotalIncomeProducingActyAmt

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 Line1521 FIFTH AVENUE SUITE 1804AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10175ZIPCd
FieldValueIRS element (for citing)
Total Contributions$342,220TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,800Amt
Net Investment Income$4,800NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSCHWAB BROKERAGEStockNm
EOY Book Value$3,533,657EOYBookValueAmt
EOYFMV$3,533,657EOYFMVAmt

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$3$3$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED GAIN(LOSS)$653,364
PRIOR YEAR VOIDED CHARITABLE CONTRIBUTIONS$11,100

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$1,558$1,558$0
EXCISE TAX$6,000$0$0

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