BETA

LOIS AND ANDREW ZARO FAM CHARITABLE TR: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
LOIS AND ANDREW ZARO FAM CHARITABLE TR (EIN 30-6035876)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-08-23
IRS object ID
201832359349100703
Schema version
2017v2.3
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)
Return2018-08-23T09:24:12-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-07-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDOUGLAS HALLPreparerPersonNm
PTINP01541223PTIN
Phone2015125700PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,926,340FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$281,010ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,759InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,759InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$18,453DividendsRevAndExpnssAmt
Dividends Net Invst Incm$18,453DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$39,878NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$39,878GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$39,878CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$341,100TotalRevAndExpnssAmt
Total Net Invst Incm$60,090TotalNetInvstIncmAmt
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$1,222TaxesRevAndExpnssAmt
Taxes Net Invst Incm$622TaxesNetInvstIncmAmt
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$6,272TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,672TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$704,471ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$704,471ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$710,743TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,672TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$704,471TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$369,643ExcessRevenueOverExpensesAmt
Net Investment Income$54,418NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,164,015SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$734,856SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$734,856SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$4,982OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$0OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$4,982OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$4,982OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$922,733CorporateStockBOYAmt
Corporate Stock EOY$3,186,502CorporateStockEOYAmt
Corporate Stock EOYFMV$3,186,502CorporateStockEOYFMVAmt
Total Assets BOY$4,086,748TotalAssetsBOYAmt
Total Assets EOY$3,926,340TotalAssetsEOYAmt
Total Assets EOYFMV$3,926,340TotalAssetsEOYFMVAmt
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$3,076,190RetainedEarningBOYAmt
Retained Earning EOY$2,915,782RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,086,748TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,926,340TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,086,748TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,926,340TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,086,748TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$369,643ExcessRevenueOverExpensesAmt
Other Increases$209,235OtherIncreasesAmt
Subtotal$3,926,340SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,926,340TotNetAstOrFundBalancesEOYAmt

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$39,878GrossSalesPriceAmt
Gain Or Loss$39,878GainOrLossAmt
Gains Minus Excess Or Losses$39,878GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$39,878CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$829,810AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,186,925NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.198191DistributionYr1Rt
Adjusted Qlfy Distri Yr2$749,906AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,203,245NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.340364DistributionYr2Rt
Adjusted Qlfy Distri Yr3$716,800AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$827,771NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.865940DistributionYr3Rt
Adjusted Qlfy Distri Yr4$719,904AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$825,718NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.871852DistributionYr4Rt
Adjusted Qlfy Distri Yr5$705,927AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$711,274NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.992483DistributionYr5Rt
Total Distribution3.268830TotalDistributionRt
Average Distribution0.653766AverageDistributionRt
Net Vl Noncharitable Assets$3,973,377NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,597,659AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$544NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,598,203AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$704,471QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,088InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,088SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,088TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$863EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$1,500ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,363TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,275OverpaymentAmt
Applied To ES Tax$1,275AppliedToESTaxAmt
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$1,117,533AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,916,352AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,033,885TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,033,885AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$60,508CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,973,377NetVlNoncharitableAssetsAmt
Minimum Investment Return$198,669MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$198,669MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,088TaxBasedOnInvestmentIncomeAmt
Total Tax$1,088TotalTaxAmt
Distributable Before Adj$197,581DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$197,581DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$197,581DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$704,471ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$704,471QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$704,471AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$197,581DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$670,510ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$679,963ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$675,517ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$711,621ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$620,799ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,358,410TotalExcessDistributionCyovAmt
Qualifying Distributions$704,471QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$197,581AppliedToCurrentYearAmt
Remaining Distri From Corpus$506,890RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,865,300TotalCorpusAmt
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$670,510ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,194,790ExcessDistriCyovToNextYrAmt
Excess From Year4$679,963ExcessFromYear4Amt
Excess From Year3$675,517ExcessFromYear3Amt
Excess From Year2$711,621ExcessFromYear2Amt
Excess From Year1$620,799ExcessFromYear1Amt
Excess From Current Year$506,890ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLOIS 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
92ND STREET Y
1395 LEXINGTON AVENUENEW YORKNY10128DONATION$9,600
ALZHEIMER'S DRUG DISCOVERY FDNT
1414 AVENUE OF THE AMERICASSUITENEW YORKNY10019DONATION$29,7501502
AMERICAN FRIENDS OF ISRAEL MUSEUM
521 5TH AVENUENEW YORKNY10175DONATION$6,000
AMERICAN JEWISH COMMITTEE
165 EAST 56TH STREETNEW YORKNY10022DONATION$10,000
BREAST CANCER RESEARCH FOUNDATION
60 EAST 56TH STREETNEW YORKNY10022DONATION$49,450
CENTRAL PARK CONSERVANCY
14 EAST 60TH STREETNEW YORKNY10022DONATION$13,300
CENTRAL SYNAGOGUE
123 EAST 55TH STREETNEW YORKNY10022DONATION$360
CITY OF HOPE
1500 E DUARTE ROADDUARTECA91010DONATION$583
CITY PARKS FOUNDATION
830 FIFTH AVENUENEW YORKNY10021DONATION$2,500
COLUMBIA GRAMMER & PREP SCHOOL
5 WEST 93RD STREETNEW YORKNY10025DONATION$199,500
CROHNS & COLITIS FOUNDATION OF AMERICA
386 PARK AVENUE SOUTHNEW YORKNY10016DONATION$10,000
DUBIN BREAST CENTER
521 5TH AVENUENEW YORKNY10175DONATION$15,000
DYSAUTONOMIA FOUNDATION
315 W 39STNEW YORKNY10018DONATION$5,000
EDUCATIONAL ALLIANCE
197 EAST BROADWAYNEW YORKNY10011DONATION$2,500
FARE
521 5TH AVENUENEW YORKNY10175DONATION$500
FILM SOCIETY OF LINCOLN CENTER
70 LINCOLN CENTER PLAZANEW YORKNY10023DONATION$1,000
FIT FOUNDATION
521 5TH AVENUENEW YORKNY10175DONATION$12,500
HAMPTONS INTL FILM FESTIVAL
47 NEWTON LANEEAST HAMPTONNY11937DONATION$10,000
HARLEM JR TENNIS
521 5TH AVENUENEW YORKNY10175DONATION$50,000
ICAHN SCHOOL OF MEDICINE
521 5TH AVENUENEW YORKNY10175DONATION$12,250
JEWISH BD OF FAMILY & CHILDRENS
120 WEST 57TH STNEW YORKNY10019DONATION$2,020
JEWISH MUSEUM
1109 FIFTH AVENUENEW YORKNY10128DONATION$2,500
LUNG CANCER RESEARCH FOUNDATION
800 THIRD AVENUENEW YORKNY10022DONATION$5,000
METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENUENEW YORKNY10028DONATION;LISTTOTAL 0$9,058
MUSEUM AT ELRIDGE ST
521 5TH AVENUENEW YORKNY10175DONATION$1,000
OVARIAN CANCER RESEARCH FUND
14 PENN PLAZANEW YORKNY10122DONATION$2,500
ROUNDABOUT THEATRE COMPANY
231 WEST 39TH ST SUITE 1200NEW YORKNY10018DONATION$5,000
SLE LUPUS FOUNDATION
149 MADISON AVENEW YORKNY10016DONATION$5,100
UJA-FEDERATION OF NEW YORK
130 EAST 59TH STREETNEW YORKNY10022DONATION$10,000
USC
650 WEST 35TH STREETLOS ANGELESCA90089DONATION$150,000
WHITNEY MUSEUM OF AMERICAN ART
945 MADISON AVENUENEW YORKNY10021DONATION$47,500
AART OF ELYSIUM
3278 WILSHIRE BLVD PENTHOUSELOS ANGELESCA90010DONATION$20,000
UNITED HATZALAH
208 EAST 51ST STREET SUITE 303NEW YORKNY10022DONATION$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$704,471TotalGrantOrContriPdDurYrAmt
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$1,759ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18,453ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$39,878ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$60,090ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$60,090TotalIncomeProducingActyAmt

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$281,010TotalContributionsAmt
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$3,186,502EOYBookValueAmt
EOYFMV$3,186,502EOYFMVAmt

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 Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN(LOSS)Desc
Amt$209,235Amt

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$622$622$0
EXCISE TAX$600$0$0

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