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LOIS AND ANDREW ZARO FAM CHARITABLE TR: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
LOIS AND ANDREW ZARO FAM CHARITABLE TR (EIN 30-6035876)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-03
IRS object ID
201713079349100606
Schema version
2016v3.0
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)
Return2017-11-03T11:04:09-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-10-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDOUGLAS HALLPreparerPersonNm
PTINP01541223PTIN
Phone2015125700PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,086,748FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$492,027ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$333InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$333InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$12,844DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,844DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$8,464NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$8,464GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8,464CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$513,668TotalRevAndExpnssAmt
Total Net Invst Incm$21,641TotalNetInvstIncmAmt
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$4,550AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,550AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$72,317TaxesRevAndExpnssAmt
Taxes Net Invst Incm$317TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$250OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$77,117TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,867TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$829,810ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$829,810ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$906,927TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,867TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$829,810TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$393,259ExcessRevenueOverExpensesAmt
Net Investment Income$16,774NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,578,265SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,164,015SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,164,015SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$894,587CorporateStockBOYAmt
Corporate Stock EOY$922,733CorporateStockEOYAmt
Corporate Stock EOYFMV$922,733CorporateStockEOYFMVAmt
Other Assets BOY$188OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$4,473,040TotalAssetsBOYAmt
Total Assets EOY$4,086,748TotalAssetsEOYAmt
Total Assets EOYFMV$4,086,748TotalAssetsEOYFMVAmt
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$3,462,482RetainedEarningBOYAmt
Retained Earning EOY$3,076,190RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,473,040TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,086,748TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,473,040TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,086,748TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,473,040TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$393,259ExcessRevenueOverExpensesAmt
Other Increases$6,967OtherIncreasesAmt
Subtotal$4,086,748SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,086,748TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINS DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$8,464GrossSalesPriceAmt
Gain Or Loss$8,464GainOrLossAmt
Gains Minus Excess Or Losses$8,464GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$8,464CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$749,906AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,203,245NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.340364DistributionYr1Rt
Adjusted Qlfy Distri Yr2$716,800AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$827,771NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.865940DistributionYr2Rt
Adjusted Qlfy Distri Yr3$719,904AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$825,718NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.871852DistributionYr3Rt
Adjusted Qlfy Distri Yr4$705,927AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$711,274NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.992483DistributionYr4Rt
Adjusted Qlfy Distri Yr5$597,298AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$779,478NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.766279DistributionYr5Rt
Total Distribution3.836918TotalDistributionRt
Average Distribution0.767384AverageDistributionRt
Net Vl Noncharitable Assets$4,186,925NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,212,979AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$168NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$3,213,147AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$829,810QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$335InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$335SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$335TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$598EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$600AppliedToEsTaxAmt
Total Payments And Credits$1,198TotalPaymentsAndCreditsAmt
Overpayment$863OverpaymentAmt
Applied To ES Tax$863AppliedToESTaxAmt
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

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$882,208AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,368,477AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,250,685TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,250,685AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$63,760CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,186,925NetVlNoncharitableAssetsAmt
Minimum Investment Return$209,346MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$209,346MinimumInvestmentReturnAmt
Tax Based On Investment Income$335TaxBasedOnInvestmentIncomeAmt
Total Tax$335TotalTaxAmt
Distributable Before Adj$209,011DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$209,011DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$209,011DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$829,810ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$829,810QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$829,810AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$209,011DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$558,791ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$670,510ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$679,963ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$675,517ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$711,621ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,296,402TotalExcessDistributionCyovAmt
Qualifying Distributions$829,810QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$209,011AppliedToCurrentYearAmt
Remaining Distri From Corpus$620,799RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,917,201TotalCorpusAmt
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$558,791ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,358,410ExcessDistriCyovToNextYrAmt
Excess From Year4$670,510ExcessFromYear4Amt
Excess From Year3$679,963ExcessFromYear3Amt
Excess From Year2$675,517ExcessFromYear2Amt
Excess From Year1$711,621ExcessFromYear1Amt
Excess From Current Year$620,799ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
92ND STREET Y
1395 LEXINGTON AVENUENEW YORKNY10128DONATION$5,000
ALBERT EINSTEIN COLLEGE
500 WEST 185TH STREETNEW YORKNY10033DONATION$1,200
ALZHEIMER'S DRUG DISCOVERY FDNT
1414 AVENUE OF THE AMERICASSUITENEW YORKNY10019DONATION$28,0001502
AMERICAN FRIENDS OF ISRAEL
521 5TH AVENUENEW YORKNY10175DONATION$6,500
BREAST CANCER RESEARCH FOUNDATION
60 EAST 56TH STREETNEW YORKNY10022DONATION$50,000
CENTRAL PARK CONSERVANCY
14 EAST 60TH STREETNEW YORKNY10022DONATION$1,300
CENTRAL SYNAGOGUE
123 EAST 55TH STREETNEW YORKNY10022DONATION$50,360
CITY OF HOPE
1500 E DUARTE ROADDUARTECA91010DONATION$367
COLUMBIA GRAMMER & PREP SCHOOL
5 WEST 93RD STREETNEW YORKNY10025DONATION$201,100
CROHNS & COLITIS FOUNDATION OF AMERICA
386 PARK AVENUE SOUTHNEW YORKNY10016DONATION$9,780
EAST SIDE HOUSE SETTLEMENT
337 ALEXANDER AVEBRONXNY10454DONATION$1,000
EDUCATIONAL ALLIANCE
197 EAST BROADWAYNEW YORKNY10011DONATION$2,500
FARE
521 5TH AVENUENEW YORKNY10175DONATION$350
FIT FOUNDATION
521 5TH AVENUENEW YORKNY10175DONATION$14,500
HAMPTONS INTL FILM FESTIVAL
47 NEWTON LANEEAST HAMPTONNY11937DONATION$11,300
HARLEM JR TENNIS
521 5TH AVENUENEW YORKNY10175DONATION$20,000
HIRSHBERG FDTN PANCREATIC CANCER
521 5TH AVENUENEW YORKNY10175DONATION$1,000
ITHACA COLLEGE
953 DANBY ROADITHACANY14850DONATION$2,500
JEWISH MUSEUM
1109 FIFTH AVENUENEW YORKNY10128DONATION$500
JUNIOR TENNIS CHAMPIONS
5200 PAINT BRANCH PKWYCOLLEGE PARK MDMD20740DONATION$6,100
LINCOLN CENTER
10 LINCOLN CENTERNEW YORKNY10023DONATION$5,000
LUNG CANCER RESEARCH FOUNDATION
800 THIRD AVENUENEW YORKNY10022DONATION$1,000
METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENUENEW YORKNY10028DONATION;LISTTOTAL 0$10,500
MT SINAI ADOLESCENT HEALTH CENTER
ONE GUSTAVE L LEVY PLACENEW YORKNY10029DONATION$500
MUSEUM OF ARTS & DESIGN
521 5TH AVENUENEW YORKNY10175DONATION$500
NY PUBLIC RADIO
521 5TH AVENUENEW YORKNY10175DONATION$500
OVARIAN CANCER RESEARCH FUND
14 PENN PLAZANEW YORKNY10122DONATION$2,275
PHOENIX HOUSE
2191 3RD AVENUE ANEW YORKNY10035DONATION$4,820
PLASTIC POLUTION
521 5TH AVENUENEW YORKNY10175DONATION$20,806
PUBLIC THEATRE
425 LAFAYETTE STREETNEW YORKNY10003DONATION$2,000
ROUNDABOUT THEATRE COMPANY
231 WEST 39TH ST SUITE 1200NEW YORKNY10018DONATION$2,500
ST JUDE
521 5TH AVENUENEW YORKNY10175DONATION$100
SYRACUSE UNIVERSITY
820 COMSTOCK AVENUESYRACUSENY13244DONATION$50,000
THE DRAWING CENTER
35 WOOSTER STNEW YORKNY10013DONATION$1,500
UJA-FEDERATION OF NEW YORK
130 EAST 59TH STREETNEW YORKNY10022DONATION$10,000
USC
650 WEST 35TH STREETLOS ANGELESCA90089DONATION$200,000
WE ARE FAMILY FOUNDATION
PO BOX 1352 MIDTOWN STATIONNEW YORKNY10018DONATION$33,500
WHITNEY MUSEUM OF AMERICAN ART
945 MADISON AVENUENEW YORKNY10021DONATION$57,352
AIPAC MANHATTAN WOMENS INITIATIVE
521 5TH AVENUENEW YORKNY10175DONATION$3,600
BAILEY HOUSE
521 5TH AVENUENEW YORKNY10175DONATION$250
ICAHN SCHOOL OF MEDICINE
521 5TH AVENUENEW YORKNY10175DONATION$2,500
LOS ANGELES WOMENS GIVING
521 5TH AVENUENEW YORKNY10175DONATION$1,000
QUEENS COLLEGE
521 5TH AVENUENEW YORKNY10175DONATION$750
TEAMWORK FOUNDATION
521 5TH AVENUENEW YORKNY10175DONATION$2,500
USTA
521 5TH AVENUENEW YORKNY10175DONATION$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$829,810TotalGrantOrContriPdDurYrAmt
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$333ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,844ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,464ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$21,641ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$21,641TotalIncomeProducingActyAmt

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$294,700Yes (X)
LOIS ZARO
2521 FIFTH AVENUE SUITE 1804NEW YORKNY10175$197,327Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,550Amt
Net Investment Income$4,550NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSCHWAB BROKERAGEStockNm
EOY Book Value$922,733EOYBookValueAmt
EOYFMV$922,733EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescINTEREST/DIVIDENDS RECEIVABLEDesc
BOY Book Value$188BOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

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

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN(LOSS)Desc
Amt$6,967Amt

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$317$317$0
EXCISE TAX$72,000$0$0

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