ZOOM FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ZOOM FOUNDATION (EIN 06-1600601)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-11-16
- IRS object ID
- 201723209349100007
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-16T06:32:03-08:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSKOWITZ & ASSOCIATES CPA's PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 660 WHITE PLAINS RD | AddressLine1Txt |
| City | TARRYTOWN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105915187 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061600601 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ZOOM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZOOM | BusinessNameControlTxt |
| Phone | 2039551170 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1210 POST ROAD | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN MANDEL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2039551170 | PhoneNum |
| Signature | 2017-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN MOSKOWITZ CPA | PreparerPersonNm |
| Phone | 9143666714 | PhoneNum |
| Preparation | 2017-11-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 100.33.116.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-16 | IPDt |
| IP Tm | 06:31:49 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CFA57632DE25DE7CF0B0D769D2A08446DC412287 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | ECAA2569E964C4CCD20660CD1CC51DDAB42C4B0D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $999,999,999 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $7,500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $649 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $649 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,674,223 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,674,223 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,093,080 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $32,684,795 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,093,080 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $15,267,952 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,767,952 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $649,608 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $649,608 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $39,426 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $39,426 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,425 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $712 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $713 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,575 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,888 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,887 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $33,127 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $33,127 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,712,673 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,712,673 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $349,074 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $124,014 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $45,060 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $25,348 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $49,657 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $49,657 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,794 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,794 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $909,991 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $502,915 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $407,076 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,791,698 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,349,202 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,236,348 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $47,176,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $47,176,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $50,967,698 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,349,202 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $48,412,348 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$35,699,746 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,418,750 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,705,288 | CashBOYAmt |
| Cash EOY | $416,263 | CashEOYAmt |
| Cash EOYFMV | $416,263 | CashEOYFMVAmt |
| Corporate Stock BOY | $475,326,787 | CorporateStockBOYAmt |
| Corporate Stock EOY | $440,898,507 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $999,529,008 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $173,182 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $118,454 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $55,010 | LandBOYAmt |
| Land EOY | $54,728 | LandEOYAmt |
| Land EOYFMV | $54,728 | LandEOYFMVAmt |
| Total Assets BOY | $477,087,085 | TotalAssetsBOYAmt |
| Total Assets EOY | $441,369,498 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $999,999,999 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $19,890 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,049 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $19,890 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,049 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $477,067,195 | RetainedEarningBOYAmt |
| Retained Earning EOY | $441,367,449 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $477,067,195 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $441,367,449 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $477,087,085 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $441,369,498 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $477,067,195 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$35,699,746 | ExcessRevenueOverExpensesAmt |
| Subtotal | $441,367,449 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $441,367,449 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1542.43 SHARES LONE CEDAR | P | 2013-05-01 | 2016-12-31 | $16,465,000 | $0 | $8,062,579 | $8,402,421 | $0 | $0 | $0 | $8,402,421 |
| 2778.82 SHARES LONE PINON | P | 2013-05-01 | 2016-12-31 | $15,573,000 | $0 | $9,800,880 | $5,772,120 | $0 | $0 | $0 | $5,772,120 |
| FROM PASS THRU ENTITY - LONE CASCADE | P | 2015-01-01 | 2016-12-31 | $0 | $0 | $8,150,270 | -$8,150,270 | $0 | $0 | $0 | -$8,150,270 |
| FROM PASS THRU ENTITY - LONE PICEA | P | 2015-01-01 | 2016-12-31 | $0 | $0 | $1,577,986 | -$1,577,986 | $0 | $0 | $0 | -$1,577,986 |
| FROM PASS THRU ENTITY - LONE TAMARACK | P | 2015-01-01 | 2016-12-31 | $646,795 | $0 | $0 | $646,795 | $0 | $0 | $0 | $646,795 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,093,080 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $48,469,604 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $916,296,446 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052897 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $55,551,087 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $876,110,446 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.063406 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,340,988 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $789,875,636 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.001698 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $35,487,556 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $680,868,509 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052121 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $30,336,541 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $577,448,597 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052535 | DistributionYr5Rt |
| Total Distribution | 0.222657 | TotalDistributionRt |
| Average Distribution | 0.044531 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $962,825,262 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $42,875,572 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $54,188 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $42,929,760 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $48,412,348 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $54,188 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $54,188 | SubtotalAmt |
| Tax Based On Investment Income | $54,188 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $447,015 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $447,015 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$447,015 | OriginalReturnOverpaymentAmt |
| Overpayment | $392,827 | OverpaymentAmt |
| Applied To ES Tax | $392,827 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MEGHAN LOWNEY | IndividualWithBooksNm |
| Phone | 2039551170 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1210 POST ROAD | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STEPHEN F MANDEL JR | ||||||||
| C/O CUMMINGS LOCKWOOD PO BOX 2505 | GREENWICH | CT | 06836 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SUSAN Z MANDEL | ||||||||
| C/O CUMMINGS LOCKWOOD PO BOX 2505 | GREENWICH | CT | 06836 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MEGHAN LOWNEY | ||||||||
| 1210 POST ROAD | FAIRFIELD | CT | 06824 | EXECUTIVE DIRECTOR | 40.00 | $302,492 | $7,681 | $0 |
| NICOLE LINDSAY | ||||||||
| 1210 POST ROAD | FAIRFIELD | CT | 06824 | DEPUTY DIRECTOR | 40.00 | $198,467 | $5,074 | $0 |
| KATHRYN S LOCKHART | ||||||||
| 1210 POST ROAD | FAIRFIELD | CT | 06824 | OPERATIONS MANAGER | 40.00 | $79,986 | $1,782 | $0 |
| HAMISH P MACPHAIL | ||||||||
| 1210 POST ROAD | FAIRFIELD | CT | 06824 | MANAGER, GRANTS & EV | 40.00 | $65,692 | $1,405 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZICHAL INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 818 CONNECTICUT AVENUE NW SUITE 200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ENVIRONMENT INITIATIVECONSULTING | ServiceTypeTxt |
| Compensation | $105,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FELLOWSHIP PROGRAM - THE FOUNDATION EMPLOYED INDIVIDUALS TOCONDUCT RESEARCH AND ANALYSIS IN COORDINATION WITH, AND FORTHE BENEFIT OF, THE STATE OF CONNECTICUT. | Description1Txt |
| Expenses1 | $71,754 | Expenses1Amt |
| Description2 | ENVIRONMENT INITIATIVE - THE FOUNDATION HAS MADE INVESTMENTS INPUBLIC AWARENESS EFFORTS THAT SEEK TO STOP AND REVERSECLIMATE CHANGE. | Description2Txt |
| Expenses2 | $110,353 | Expenses2Amt |
| Description3 | EDUCATION INITIATIVE - PROGRAM TO IMPROVE K-12 EDUCATION IN THESTATE OF CONNECTICUT TO ELIMINATE THE OPPORTUNITY GAP; WORKEDWITH ORGANIZATIONS TO DEVELOP AND IMPLEMENT PLANS. | Description3Txt |
| Expenses3 | $172,186 | Expenses3Amt |
| Expenses4 | $0 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $976,459,798 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $954,741 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $73,037 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $977,487,576 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $977,487,576 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,662,314 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $962,825,262 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $48,141,263 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $48,141,263 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $54,188 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $54,188 | TotalTaxAmt |
| Distributable Before Adj | $48,087,075 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $48,087,075 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $48,087,075 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $48,412,348 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $48,412,348 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $54,188 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $48,358,160 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,087,075 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $17,146,023 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $17,146,023 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $48,412,348 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $48,412,348 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $48,087,075 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $48,087,075 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $17,471,296 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $17,471,296 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $17,471,296 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEPHEN F MANDEL JR | ContributingManagerNm |
| Contributing Manager | SUSAN Z MANDEL | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDELITY CHARITABLE GIFT FUND | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 770001 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45277 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | EXEMPT | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CHARITABLETO FUNDPROGRAMS | GrantOrContributionPurposeTxt |
| Amt | $47,176,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $47,176,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $649 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,674,223 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,093,080 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,767,952 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,767,952 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | STEPHEN AND SUSAN MANDEL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CUMMIMGS AND LOCKWOOD PO BOX 25 | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06836 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $7,500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STEVEN MOSKOWITZ CPA PC ACCOUNTING AND TAX SERVICES | $15,475 | $7,338 | $7,337 |
| CAROL MAVILLA BOOKKEEPING SERVICES | $3,100 | $1,550 | $1,550 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| FURNITURE AND FIXTURES | 2012-01-01 | $22,572 | $17,536 | 200DB | 7.00 | $2,014 |
| FURNITURE AND FIXTURES 2013 | 2013-01-01 | $20,171 | $13,870 | 200DB | 7.00 | $1,800 |
| SOFTWARE | 2013-01-01 | $18,973 | $18,972 | SL | 3.00 | |
| FURNITURE & FIXTURES 2014 | 2014-01-01 | $31,040 | $17,466 | 200DB | 7.00 | $3,878 |
| SOFTWARE 2014 | 2014-01-01 | $11,880 | $9,900 | SL | 3.00 | $1,980 |
| FURNITURE AND FIXTURES 2015 | 2015-01-01 | $17,277 | $6,699 | 200DB | 7.00 | $3,022 |
| SOFTWARE 2015 | 2015-01-01 | $12,886 | $6,443 | SL | 3.00 | $4,295 |
| SOFTWARE 2016 | 2015-12-31 | $13,317 | $2,220 | SL | 3.00 | $4,439 |
| FURNITURE & FIXTURES | 2017-01-01 | $10,817 | 200DB | 7.00 | $1,545 | |
| SOFTWARE | 2017-01-01 | $14,249 | SL | 3.00 | $2,375 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 1542.43 SHARES LONE CEDAR | 2013-05 | Purchased | 2016-12 | $16,465,000 | $8,062,579 | $8,402,421 |
| 2778.82 SHARES LONE PINON | 2013-05 | Purchased | 2016-12 | $15,573,000 | $9,800,880 | $5,772,120 |
| FROM PASS THRU ENTITY - LONE CASCADE | Purchased | 2016-12 | $8,150,270 | -$8,150,270 | ||
| FROM PASS THRU ENTITY - LONE PICEA | Purchased | 2016-12 | $1,577,986 | -$1,577,986 | ||
| FROM PASS THRU ENTITY - LONE TAMARACK | Purchased | 2016-12 | $646,795 | $646,795 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SHARES OF LONE CEDAR LTD | $61,785,881 | $360,873,776 |
| SHARES OF LONE PINON LTD | $116,333,906 | $339,768,379 |
| LONE CASCADE LP | $146,159,975 | $194,108,519 |
| LONE PICEA LP | $61,951,402 | $79,991,318 |
| LONE TAMARACK LP | $54,667,343 | $24,787,016 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FURNITURE AND FIXTURES | $101,877 | $67,830 | $34,047 |
| SOFTWARE EQUIPMENT | $71,305 | $50,624 | $20,681 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CT URBAN LEGAL INITIATIVE INC LEGAL | CategoryTxt |
| Legal Fees | $1,425 | LegalFeesAmt |
| Net Investment Income | $712 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $713 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| COMMUNICATIONS | $17,689 | $17,689 | |
| ENVIRONMENT INITIATIVE | $110,353 | $110,353 | |
| EDUCATION INITIATIVE | $172,186 | $172,186 | |
| FELLOWSHIP PROGRAM | $71,754 | $71,754 | |
| INSURANCE | $3,956 | $3,956 | |
| OTHER OPERATIONS | $23,044 | $23,044 | |
| PAYROLL PROCESSING FEES | $2,234 | $2,234 | |
| PUBLIC RELATIONS | $3,040 | $3,040 | |
| SUPPLIES | $2,820 | $2,820 | |
| OTHER PORTFOLIO DEDUCTIONS FROM PASS THRU ENTITIES | $100,013 | $100,013 | |
| OTHER LOSS FROM PASS THRU ENTITIES | $402,902 | $402,902 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| VARIOUS RECRUITMENT | $154 | $154 |
| MCDOWELL JEWETT COMMUNICATIONS COMMUNICATIONS | $27,000 | $27,000 |
| SOCIAL STRATEGY ASSOCIATES CONSULTING | $2,500 | $2,500 |
| KJ TECHNOLOGY COMPANY CONSULTING | $3,473 | $3,473 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $180,000 | ||
| FOREIGN TAXES PAID | $124,014 | $124,014 | |
| PAYROLL TAXES | $45,060 | $45,060 |
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