BETA

LOIS AND ANDREW ZARO FAM CHARITABLE TR: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
LOIS AND ANDREW ZARO FAM CHARITABLE TR (EIN 30-6035876)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-13
IRS object ID
201943179349101379
Schema version
2018v3.1
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)
Return2019-11-13T12:11:51-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-11-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPINCUS LIEBERMANPreparerPersonNm
PTINP00731021PTIN
Phone2015125700PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address68.195.195.35IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-05IPDt
IP Tm09:08:00IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdD37C2C090AC38FF3240C4FFE83A79006BDC4D52FAtSubmissionCreationDeviceId
At Submission Filing Device Id2231A1A1105B558103EA594DD92C47509E494094AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,572,115FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$603,448ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$8,630InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8,630InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$50,532DividendsRevAndExpnssAmt
Dividends Net Invst Incm$50,532DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$111,261NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,336,206GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$111,261CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$358OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$358OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$774,229TotalRevAndExpnssAmt
Total Net Invst Incm$170,781TotalNetInvstIncmAmt
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$2,984TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,484TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$250OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$250OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,034TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,534TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$662,867ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$662,867ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$670,901TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,534TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$662,867TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$103,328ExcessRevenueOverExpensesAmt
Net Investment Income$164,247NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$1CashEOYAmt
Cash EOYFMV$1CashEOYFMVAmt
Sav And Temp Cash Invst BOY$734,856SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$873,171SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$873,171SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$5,978OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$4,982OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$5,978OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$5,978OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$3,186,502CorporateStockBOYAmt
Corporate Stock EOY$2,692,965CorporateStockEOYAmt
Corporate Stock EOYFMV$2,692,965CorporateStockEOYFMVAmt
Total Assets BOY$3,926,340TotalAssetsBOYAmt
Total Assets EOY$3,572,115TotalAssetsEOYAmt
Total Assets EOYFMV$3,572,115TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
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$2,915,782RetainedEarningBOYAmt
Retained Earning EOY$2,561,557RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,926,340TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,572,115TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,926,340TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,572,115TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,926,340TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$103,328ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,029,668SubtotalAmt
Other Decreases$457,553OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,572,115TotNetAstOrFundBalancesEOYAmt

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
SCHWABP2018-01-012018-12-31$650,173$637,958$12,215$12,215
SCHWABP2017-01-012018-12-31$584,348$586,987-$2,639-$2,639
CAPITAL GAINS DIVIDENDSP$101,685$101,685$101,685
FieldValueIRS element (for citing)
Capital Gain Net Income$111,261CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$704,471AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,973,377NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.177298DistributionYr1Rt
Adjusted Qlfy Distri Yr2$829,810AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,186,925NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.198191DistributionYr2Rt
Adjusted Qlfy Distri Yr3$749,906AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,203,245NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.340364DistributionYr3Rt
Adjusted Qlfy Distri Yr4$716,800AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$827,771NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.865940DistributionYr4Rt
Adjusted Qlfy Distri Yr5$719,904AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$825,718NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.871852DistributionYr5Rt
Total Distribution2.453645TotalDistributionRt
Average Distribution0.490729AverageDistributionRt
Net Vl Noncharitable Assets$3,915,111NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,921,259AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,642NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,922,901AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$662,867QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,285InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,285SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,285TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,275EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$6,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$7,275TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,990OverpaymentAmt
Applied To ES Tax$3,990AppliedToESTaxAmt
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 Pos0.00AverageHrsPerWkDevotedToPosRt
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$3,172,031AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$802,701AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,974,732TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,974,732AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$59,621CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,915,111NetVlNoncharitableAssetsAmt
Minimum Investment Return$195,756MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$195,756MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,285TaxBasedOnInvestmentIncomeAmt
Total Tax$3,285TotalTaxAmt
Distributable Before Adj$192,471DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$192,471DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$192,471DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$662,867ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$662,867QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$662,867AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$192,471DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$679,963ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$675,517ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$711,621ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$620,799ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$506,890ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,194,790TotalExcessDistributionCyovAmt
Qualifying Distributions$662,867QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$192,471AppliedToCurrentYearAmt
Remaining Distri From Corpus$470,396RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,665,186TotalCorpusAmt
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$679,963ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,985,223ExcessDistriCyovToNextYrAmt
Excess From Year4$675,517ExcessFromYear4Amt
Excess From Year3$711,621ExcessFromYear3Amt
Excess From Year2$620,799ExcessFromYear2Amt
Excess From Year1$506,890ExcessFromYear1Amt
Excess From Current Year$470,396ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
92ND STREET Y
1395 LEXINGTON AVENUENEW YORKNY10128DONATION$5,000
AIPAC
521 5TH AVENUENEW YORKNY10175DONATION$3,600
ALZHEIMER'S DRUG DISCOVERY FDNT
1414 AVENUE OF THE AMERICASSUITENEW YORKNY10019DONATION$26,3601502
ACTORS FUND
521 FIFTH AVENEW YORKNY10175DONATION$1,000
AMERICAN FRIENDS OF ISRAEL MUSEUM
521 5TH AVENUENEW YORKNY10175DONATION$6,700
ARTHUR MILLER FOUNDATION
521 5TH AVENUENEW YORKNY10175DONATION$1,000
BIRTHRIGHT ISRAEL
521 5TH AVENUENEW YORKNY10175DONATION$10,000
BREAST CANCER RESEARCH FOUNDATION
60 EAST 56TH STREETNEW YORKNY10022DONATION$50,950
CENTRAL SYNAGOGUE
123 EAST 55TH STREETNEW YORKNY10022DONATION$30,180
CITY OF HOPE
1500 E DUARTE ROADDUARTECA91010DONATION$433
CITY PARKS FOUNDATION
830 FIFTH AVENUENEW YORKNY10021DONATION$3,000
COLUMBIA GRAMMER & PREP SCHOOL
5 WEST 93RD STREETNEW YORKNY10025DONATION$130,400
WEILL ORNELL
B20 DAY HALLITHACANY148532801DONATION$300
CODE NATION
521 5TH AVENUENEW YORKNY10175DONATION$5,000
CROHNS & COLITIS FOUNDATION OF AMERICA
386 PARK AVENUE SOUTHNEW YORKNY10016DONATION$10,000
CYCLE FOR SURVIVAL
521 5TH AVENUENEW YORKNY10175DONATION$1,000
DYSAUTONOMIA FOUNDATION
315 W 39STNEW YORKNY10018DONATION$2,500
EAST SIDE HOUSE SETTLEMENT
337 ALEXANDER AVEBRONXNY10454DONATION$2,000
MICHAEL OSVER FDTN
521 5TH AVENUENEW YORKNY10175DONATION$1,500
FJC
521 5TH AVENUENEW YORKNY10175DONATION$2,500
FIT FOUNDATION
521 5TH AVENUENEW YORKNY10175DONATION$12,500
FRIENDS OF UNITED HATZALAH
521 5TH AVENUENEW YORKNY10175DONATION$36,000
GABRIELLES ANGEL FDTN
521 5TH AVENUENEW YORKNY10175DONATION$5,000
HAMPTONS INTL FILM FESTIVAL
47 NEWTON LANEEAST HAMPTONNY11937DONATION$10,000
HARLEM JR TENNIS
521 5TH AVENUENEW YORKNY10175DONATION$30,000
ICAHN SCHOOL OF MEDICINE
521 5TH AVENUENEW YORKNY10175DONATION$25,000
ITHACA COLLEGE
953 DANBY ROADITHACANY14850DONATION$1,000
JEWISH BD OF FAMILY & CHILDRENS
120 WEST 57TH STNEW YORKNY10019DONATION$1,000
JULIARD SCHOOL
521 5TH AVENUENEW YORKNY10175DONATION$1,500
JEWISH MUSEUM
1109 FIFTH AVENUENEW YORKNY10128DONATION$3,500
MUSEUM AT ELRIDGE ST
521 5TH AVENUENEW YORKNY10175DONATION$1,000
NATIONAL INSTITUTE REPRODUCTIVE HEALTH
470 PARK AVENUE SOUTHNEW YORKNY10016DONATION$500
NY WOMEN IN FILM
521 5TH AVENUENEW YORKNY10175DONATION$1,000
NYU FACES
530 FIRST AVENUENEW YORKNY10016DONATION$1,000
PLASTIC POLUTION
521 5TH AVENUENEW YORKNY10175DONATION$2,500
RESCUE DOGS ROCK NY
521 5TH AVENUENEW YORKNY10175DONATION$250
SLE LUPUS FOUNDATION
149 MADISON AVENEW YORKNY10016DONATION$350
TEENS FOR FOOD JUSTICE
521 5TH AVENUENEW YORKNY10175DONATION$5,000
USC
650 WEST 35TH STREETLOS ANGELESCA90089DONATION$150,000
WHITNEY MUSEUM OF AMERICAN ART
945 MADISON AVENUENEW YORKNY10021DONATION$72,344
WIZO
1150 KANE CONCOURSEBAY HARBOR ISLANDSFL33154DONATION$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$662,867TotalGrantOrContriPdDurYrAmt
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$8,630ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$50,532ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$358ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$111,261ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$170,781ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$170,781TotalIncomeProducingActyAmt

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$265,750Yes (X)
LOIS ZARO
2521 FIFTH AVENUE SUITE 1804NEW YORKNY10175$337,698Yes (X)

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$2,692,965EOYBookValueAmt
EOYFMV$2,692,965EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN(LOSS)Desc
Amt$457,553Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescNYS FILING FEEDesc
Revenue And Expenses Per Books$250RevenueAndExpensesPerBooksAmt
Net Investment Income$250NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescESRT K-1Desc
Revenue And Expenses Per Books$358RevenueAndExpensesPerBooksAmt
Net Investment Income$358NetInvestmentIncomeAmt
Adjusted Net Income$358AdjustedNetIncomeAmt

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$1,484$1,484$0
EXCISE TAX$1,500$0$0

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