ZOOM FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ZOOM FOUNDATION (EIN 06-1600601)
Tax period
2024-07-01 to 2025-06-30
Filed
2025-11-18
IRS object ID
202523229349101252
Schema version
2024v5.2
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)
Return2025-11-18T12:02:02-08:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133923827PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Moskowitz & Associates CPA's PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line115 Thoroughbred DriveAddressLine1Txt
CitySaratoga SpringsCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12866ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061600601EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ZOOM FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlZOOMBusinessNameControlTxt
Phone2039899044PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12 SOUND VIEW DRIVEAddressLine1Txt
CityGREENWICHCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06830ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN MANDELPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2039899044PhoneNum
Signature2025-11-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN MOSKOWITZ CPAPreparerPersonNm
PTINP00166473PTIN
Phone9149545231PhoneNum
Preparation2025-11-18PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,001,165,856FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$12,000,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$7,584,216InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7,584,216InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$8,837,780DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,837,780DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$422,025,056NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$449,195,597GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$422,025,056CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$450,447,052TotalRevAndExpnssAmt
Total Net Invst Incm$438,447,052TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$39,630AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$19,815AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$19,815AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,040OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$520OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$520OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$832,049InterestRevAndExpnssAmt
Interest Net Invst Incm$832,049InterestNetInvstIncmAmt
Taxes Rev And Expnss$1,852,268TaxesRevAndExpnssAmt
Taxes Net Invst Incm$352,268TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$5,384,168OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5,384,168OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$8,109,155TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,588,820TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$20,335TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$30,426,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$30,426,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$38,535,155TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,588,820TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$30,446,335TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$411,911,897ExcessRevenueOverExpensesAmt
Net Investment Income$431,858,232NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$22,146,881CashBOYAmt
Cash EOY$54,608,103CashEOYAmt
Cash EOYFMV$54,608,103CashEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$818,734,878CorporateStockBOYAmt
Corporate Stock EOY$1,198,044,275CorporateStockEOYAmt
Corporate Stock EOYFMV$1,946,557,753CorporateStockEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$840,881,759TotalAssetsBOYAmt
Total Assets EOY$1,252,652,378TotalAssetsEOYAmt
Total Assets EOYFMV$2,001,165,856TotalAssetsEOYFMVAmt
Accounts Payable BOY$119AccountsPayableBOYAmt
Accounts Payable EOY$119AccountsPayableEOYAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$119TotalLiabilitiesBOYAmt
Total Liabilities EOY$119TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$840,881,640RetainedEarningBOYAmt
Retained Earning EOY$1,252,652,259RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$840,881,640TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,252,652,259TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$840,881,759TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,252,652,378TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$840,881,640TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$411,911,897ExcessRevenueOverExpensesAmt
Subtotal$1,252,793,537SubtotalAmt
Other Decreases$141,278OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,252,652,259TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtFMV As Of123169FMVAsOf123169AmtAdjusted Basis As Of123169AdjustedBasisAsOf123169AmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FROM PASS THRU ENTITY - LONE CASCADEP2023-01-012024-12-31$179,125,262$0$0$179,125,262$0$0$0$179,125,262
FROM PASS THRU ENTITY - LONE REDWOODP2023-01-012024-12-31$20,553,386$0$0$20,553,386$0$0$0$20,553,386
9560.73 SHARES LONE CEDARP2023-01-012024-12-31$156,508,271$0$9,560,874$146,947,397$0$0$0$146,947,397
10313.80 SHARES LONE CEDARP2023-01-012024-12-31$93,008,678$0$17,609,667$75,399,011$0$0$0$75,399,011
FieldValueIRS element (for citing)
Capital Gain Net Income$422,025,056CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,002,829InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$6,002,829SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$6,002,829TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,012,520EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$4,000,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$7,012,520TotalPaymentsAndCreditsAmt
Original Return Overpayment-$7,012,520OriginalReturnOverpaymentAmt
Overpayment$1,009,691OverpaymentAmt
Applied To ES Tax$1,009,691AppliedToESTaxAmt

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 StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addresszoomfoundation.orgWebsiteAddressTxt
Individual With BooksCARMINA ROTHIndividualWithBooksNm
Phone2039899044PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12 SOUND VIEW DRIVEAddressLine1Txt
CityGREENWICHCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06830ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsYes (true)BusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (true)MaintainedExpenditureRspnsInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
STEPHEN F MANDEL JR
C/O CUMMINGS LOCKWOOD PO BOX 2505GREENWICHCT06836TRUSTEE1.00$0$0$0
SUSAN Z MANDEL
C/O CUMMINGS LOCKWOOD PO BOX 2505GREENWICHCT06836TRUSTEE1.00$0$0$0
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)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,560,823,464AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$80,895,229AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,641,718,693TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,641,718,693AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24,625,780CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,617,092,913NetVlNoncharitableAssetsAmt
Minimum Investment Return$80,854,646MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$80,854,646MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,002,829TaxBasedOnInvestmentIncomeAmt
Total Tax$6,002,829TotalTaxAmt
Distributable Before Adj$74,851,817DistributableBeforeAdjAmt
Distributable Before Ded$74,851,817DistributableBeforeDedAmt
Distributable As Adjusted$74,851,817DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$30,446,335ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$30,446,335QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$74,851,817DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$34,230,858ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$34,230,858TotalExcessDistributionCyovAmt
Qualifying Distributions$30,446,335QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$30,446,335RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$34,230,858ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$34,230,858ExcessDistributionCyovAppCYAmt
Total Corpus$30,446,335TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$40,620,959UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$30,446,335ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$30,446,335ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSTEPHEN F MANDEL JRContributingManagerNm
Contributing ManagerSUSAN Z MANDELContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FIDELITY CHARITABLE GIFT FUND
PO BOX 770001CINCINNATIOH45277EXEMPTTO FUNDCHARITABLEPROGRAMS$17,751,000
(no name)
$0
CENTER FOR CONTEMPORARY DOCUMENTATION INC
2 SOUND VIEW DRIVEGREENWICHCT06830EXEMPTTO FUND CHARITABLEPROGRAMS$500,000
(no name)
$0
THE CONNECTICUT PROJECT INC
1019 MAIN STREET 1090BRIDGEPORTCT06604EXEMPTTO FUNDENVIRONMENTALINITIATIVES$12,000,000
(no name)
$0
KOSCIUSZKO INC
2 SOUND VIEW DRIVEGREENWICHCT06830EXEMPTTO FUNDCIVIC PROJECTSIN CONNECTICUT$175,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$30,426,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,584,216ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,837,780ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$422,025,056ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$438,447,052ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$438,447,052TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1LineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

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 PersonSTEPHEN AND SUSAN MANDELContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1C/O CUMMINGS AND LOCKWOOD PO BOX 25AddressLine1Txt
CityGREENWICHCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06836ZIPCd
FieldValueIRS element (for citing)
Total Contributions$12,000,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategorySTEVEN MOSKOWITZ CPA PC ACCOUNTING AND TAX SERVICESCategoryTxt
Amt$39,630Amt
Net Investment Income$19,815NetInvestmentIncomeAmt
Disbursements Charitable Prps$19,815DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

FieldValueIRS element (for citing)
PersonKOSCIUSZKO INCPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O ZOOM FOUNDATION 2 SOUND VIEW DRAddressLine1Txt
CityGREENWICHCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06830ZIPCd
FieldValueIRS element (for citing)
Grant2024-08-30GrantDt
Grant$175,000GrantAmt
Purpose Of GrantTO FUND THE ORGANIZATIONSS SOCIAL WELFARE PURPOSES, INCLUDING BUT NOT LIMITED TO CIVIC PROJECTS IN CONNECTICUT.PurposeOfGrantTxt
Expended By Grantee$148,905ExpendedByGranteeAmt
Any Diversion By GranteeTAXPAYER IS UNAWARE OF ANY DIVERSION OF FUNDS FROM THE GRANTS PURPOSE.AnyDiversionByGranteeTxt
Dates Of Reports By Grantee6/30/25DatesOfReportsByGranteeTxt
Verification2025-06-30VerificationDt
Results Of VerificationTHERE IS NO EVIDENCE THAT THE GRANTEE HAS USED GRANT OTHER THAN STATED PURPOSE.ResultsOfVerificationTxt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
FROM PASS THRU ENTITY - LONE CASCADEPurchased2024-12$179,125,262$0$179,125,262
FROM PASS THRU ENTITY - LONE REDWOODPurchased2024-12$20,553,386$0$20,553,386
9560.73 SHARES LONE CEDARPurchased2024-12$156,508,271$9,560,874$146,947,397
10313.80 SHARES LONE CEDARPurchased2024-12$93,008,678$17,609,667$75,399,011

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SHARES OF LONE CEDAR LTD$18,954,711$269,113,646
LONE CASCADE LP$1,011,168,981$1,466,389,221
LONE REDWOOD LP$54,428,559$79,427,777
LONE BASIN LP$3,949,951$4,212,019
FREMEN CAPITAL$100,000,000$117,415,090
STORK INFRASTRUCTURE PARTNERS$9,542,073$10,000,000

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNONDEDUCTIBLE EXPENSES FROM PASS THRU ENTITYDesc
Amt$141,278Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
OTHER LOSSES FROM PASS THRU ENTITES$1,033,456$1,033,456
PORTFOLIO DEDUCTIONS FROM PASS THRU ENTITES$4,350,712$4,350,712

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMORGAN LEWIS LEGAL FEESCategoryTxt
Amt$1,040Amt
Net Investment Income$520NetInvestmentIncomeAmt
Disbursements Charitable Prps$520DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL TAXES$1,500,000
FOREIGN TAXES PAID$352,268$352,268

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