MMZ FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
MMZ FOUNDATION (EIN 46-1541252)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-15
IRS object ID
201741359349102934
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)
Return2017-05-15T13:22:43-04:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232426656PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BUCKNO LISICKY & COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1645 HAMILTON ST SUITE 204AddressLine1Txt
CityALLENTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP181012108ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461541252EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MMZ FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMMZFBusinessNameControlTxt
Phone6106945930PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11033 STONE STACK DRIVEAddressLine1Txt
CityBETHLEHEMCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18015ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANDRIA M ZAIAPersonNm
Person TitlePRESIDENT/TREASURERPersonTitleTxt
Phone6106945930PhoneNum
Signature2017-05-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT L BUCKPreparerPersonNm
PTINP01068409PTIN
Phone6108218580PhoneNum
Preparation2017-05-09PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device IdF6D166EDFB29A84CF0E7089C99382D5A55E71974AtSubmissionCreationDeviceId
At Submission Filing Device Id6184673EC1BD4DBDEAA0646A266B2EBFBB75E22AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$539,225FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$20,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$19,126DividendsRevAndExpnssAmt
Dividends Net Invst Incm$19,126DividendsNetInvstIncmAmt
Total Rev And Expnss$39,129TotalRevAndExpnssAmt
Total Net Invst Incm$19,129TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$2,860CompOfcrDirTrstRevAndExpnssAmt
Pension Empl Bnft Rev And Expnss$406PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$406PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,949AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$975AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$974AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$189TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$5,404TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$975TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,380TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$40,480ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$40,480ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$45,884TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$975TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$41,860TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$6,755ExcessRevenueOverExpensesAmt
Net Investment Income$18,154NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$7,104CashBOYAmt
Cash EOY$5,092CashEOYAmt
Cash EOYFMV$5,093CashEOYFMVAmt
Sav And Temp Cash Invst BOY$4,743SavAndTempCashInvstBOYAmt
Corporate Stock BOY$397,568CorporateStockBOYAmt
Corporate Stock EOY$397,568CorporateStockEOYAmt
Corporate Stock EOYFMV$534,132CorporateStockEOYFMVAmt
Total Assets BOY$409,415TotalAssetsBOYAmt
Total Assets EOY$402,660TotalAssetsEOYAmt
Total Assets EOYFMV$539,225TotalAssetsEOYFMVAmt
Other Liabilities BOY$90OtherLiabilitiesBOYAmt
Other Liabilities EOY$90OtherLiabilitiesEOYAmt
Total Liabilities BOY$90TotalLiabilitiesBOYAmt
Total Liabilities EOY$90TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$409,325UnrestrictedBOYAmt
Unrestricted EOY$402,570UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$409,325TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$402,570TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$409,415TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$402,660TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$409,325TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$6,755ExcessRevenueOverExpensesAmt
Subtotal$402,570SubtotalAmt
Tot Net Ast Or Fund Balances EOY$402,570TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$42,623AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$468,497NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.090978DistributionYr1Rt
Adjusted Qlfy Distri Yr2$38,557AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$465,320NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.082861DistributionYr2Rt
Adjusted Qlfy Distri Yr3$40,170AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$459,371NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.087446DistributionYr3Rt
Adjusted Qlfy Distri Yr4$6AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$411,188NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000015DistributionYr4Rt
Total Distribution0.261300TotalDistributionRt
Average Distribution0.065325AverageDistributionRt
Net Vl Noncharitable Assets$512,730NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$33,494AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$182NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$33,676AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$41,860QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$182InvestmentIncomeExciseTaxAmt
Subtotal$182SubtotalAmt
Tax Based On Investment Income$182TaxBasedOnInvestmentIncomeAmt
Tax Due$182TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksANDRIA M ZAIAIndividualWithBooksNm
Phone6106945930PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12535 BLACK RIVER RDAddressLine1Txt
CityBETHLEHEMCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18015ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
J MICHAEL ZAIA
1033 STONE STACK DRBETHLEHEMPA18015VP & DIRECTO2.00$0$0$0
ANTHONY M ZAIA
41595 DEANNA RANCH ROADMURRIETACA92562DIRECTOR1.00$0$0$0
JOSEPH A ZAIA
4 STUART DRIVEDOVERDE19901DIRECTOR1.00$0$0$0
ANDRIA M ZAIA
2535 BLACK RIVER ROADBETHLEHEMPA18015PRESIDENT/TR12.00$2,860$0$0
MICHAEL J ZAIA
44210 WEBSTER STCANTONMI48187DIRECTOR1.00$0$0$0
MARIE ZAIA
1033 STONE STACK DRIVEBETHLEHEMPA18105SECRETARY &2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$512,068AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,470AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$520,538TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$520,538AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,808CashDeemedCharitableAmt
Net Vl Noncharitable Assets$512,730NetVlNoncharitableAssetsAmt
Minimum Investment Return$25,637MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$25,637MinimumInvestmentReturnAmt
Tax Based On Investment Income$182TaxBasedOnInvestmentIncomeAmt
Total Tax$182TotalTaxAmt
Distributable Before Adj$25,455DistributableBeforeAdjAmt
Distributable Before Ded$25,455DistributableBeforeDedAmt
Distributable As Adjusted$25,455DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$41,860ExpensesAndContributionsAmt
Qualifying Distributions$41,860QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$182PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$41,678AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$25,455DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$16,365ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$15,655ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$19,576ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$51,596TotalExcessDistributionCyovAmt
Qualifying Distributions$41,860QualifyingDistributionsAmt
Applied To Current Year$25,455AppliedToCurrentYearAmt
Remaining Distri From Corpus$16,405RemainingDistriFromCorpusAmt
Total Corpus$68,001TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$68,001ExcessDistriCyovToNextYrAmt
Excess From Year3$16,365ExcessFromYear3Amt
Excess From Year2$15,655ExcessFromYear2Amt
Excess From Year1$19,576ExcessFromYear1Amt
Excess From Current Year$16,405ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJ MICHAEL MARIE ZAIAContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALLENTOWN SYMPHONY ASSOCIATION
23 N 6TH STALLENTOWNPA18101TO BENEFIT THE CHARITY'S PURPOSE$5,450
MORAVIAN HISTORICAL SOCIETY
214 EAST CENTER STREETNAZARETHPA18064TO BENEFIT THE CHARITY'S PURPOSE$1,220
BURN PREVENTION FOUNDATION
236 N 17TH STALLENTOWNPA18104TO BENEFIT THE CHARITY'S PURPOSE$10,000
CHILDRENS HOME OF EASTON
2000 S 25TH STEASTONPA18042TO BENEFIT THE CHARITY'S PURPOSE$3,050
THE SEED FARM
5854 VERA CRUZ RDEMMAUSPA18049TO BENEFIT THE CHARITY'S PURPOSE$1,000
NATIONAL MUSEUM OF INDUSTRIAL HIST
754 ROBLE ROAD STE 70ALLENTOWNPA18109TO BENEFIT THE CHARITY'S PURPOSE$1,220
HISTORIC BETHLEHEM PARTNERSHIP
74 W BROAD STREET 260BETHLEHEMPA18018TO BENEFIT THE CHARITY'S PURPOSE$3,075
BETHLEHEM FOOD COOP
32 W MARKET STREETBETHLEHEMPA18018TO BENEFIT THE CHARITY'S PURPOSE$300
SHANTHI PROJECT
PO BOX 3716PALMERPA18045TO BENEFIT THE CHARITY'S PURPOSE$2,500
ALLENTOWN RESCUE MISSION
355 HAMILTON STALLENTOWNPA18101TO BENEFIT THE CHARITY'S PURPOSE$5,000
DIOCESE OF ALLENTOWN
PO BOX FALLENTOWNPA18105BISHOP'S ANNUAL APPEAL$5,000
ALLENTOWN CENTRAL CATHOLIC HS
301 N 4TH STALLENTOWNPA18102TO BENEFIT THE CHARITY'S PURPOSE$2,665
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$40,480TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19,126ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$19,129ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$19,129TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

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 PersonJ MICHAEL MARIE ZAIAContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11033 STONE STACK DRIVEAddressLine1Txt
CityBETHLEHEMCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18015ZIPCd
FieldValueIRS element (for citing)
Total Contributions$20,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING & TAX PREP.CategoryTxt
Amt$1,949Amt
Net Investment Income$975NetInvestmentIncomeAmt
Disbursements Charitable Prps$974DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
3242 AT&T INC.$111,265$137,882
9330 GE COMPANY$201,715$294,828
1900 VERIZON COMMUNICATIONS INC.$84,588$101,422

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescPAYROLL W/H LIABILITYDesc
BOY Book Value$90BOYBookValueAmt
EOY Book Value$90EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$189Amt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.