LOIS AND ANDREW ZARO FAM CHARITABLE TR: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- LOIS AND ANDREW ZARO FAM CHARITABLE TR (EIN 30-6035876)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-11
- IRS object ID
- 201513159349101206
- Schema version
- 2014v5.0
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-11T14:44:56-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202840805 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDSTEIN LIEBERMAN & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 INTERNATIONAL BLVDSTE 700 | AddressLine1Txt |
| City | MAHWAH | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07495 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 306035876 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LOIS AND ANDREW ZARO FAMILY CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZARO | BusinessNameControlTxt |
| Phone | 2128241100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 521 FIFTH AVE NO 1804 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10175 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOIS ZARO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2128241100 | PhoneNum |
| Signature | 2015-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUGLAS HALL | PreparerPersonNm |
| PTIN | P01541223 | PTIN |
| Phone | 2015125700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $884,505 | 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 | $754,450 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $6,967 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,967 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $761,417 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,967 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,400 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,150 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,650 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $100 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $716,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $716,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $720,850 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,650 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $716,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $40,567 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,317 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $582,693 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $623,260 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $623,260 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $241,594 | CorporateStockBOYAmt |
| Corporate Stock EOY | $261,057 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $261,057 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $188 | OtherAssetsBOYAmt |
| Other Assets EOY | $188 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $188 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $824,475 | TotalAssetsBOYAmt |
| Total Assets EOY | $884,505 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $884,505 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $1,010,558 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $1,010,558 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$186,083 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$126,053 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $824,475 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $884,505 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $824,475 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $884,505 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $824,475 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $40,567 | ExcessRevenueOverExpensesAmt |
| Other Increases | $19,463 | OtherIncreasesAmt |
| Subtotal | $884,505 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $884,505 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $719,904 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $825,718 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.871852 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $705,927 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $711,274 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.992483 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $597,298 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $779,478 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.766279 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $660,729 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $553,723 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.193248 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $457,647 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $36,208 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 12.639389 | DistributionYr5Rt |
| Total Distribution | 16.463251 | TotalDistributionRt |
| Average Distribution | 3.292650 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $827,771 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,725,560 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $53 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,725,613 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $716,800 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $106 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $106 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $106 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $581 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $581 | TotalPaymentsAndCreditsAmt |
| Overpayment | $475 | OverpaymentAmt |
| Applied To ES Tax | $475 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ENTERPRISE ASSET MANAGEMENT | IndividualWithBooksNm |
| Phone | 2128241100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 521 FIFTH AVE SUITE 1804 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10175 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOIS ZARO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 521 5TH AVENUE SUITE 1804 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10175 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $241,842 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $598,535 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $840,377 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $840,377 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,606 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $827,771 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,389 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,389 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $106 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $106 | TotalTaxAmt |
| Distributable Before Adj | $41,283 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $41,283 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $41,283 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $716,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $716,800 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $716,800 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $41,283 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $455,837 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $633,222 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $558,791 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $670,510 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $679,963 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,998,323 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $716,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $41,283 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $675,517 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,673,840 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $455,837 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,218,003 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $633,222 | ExcessFromYear4Amt |
| Excess From Year3 | $558,791 | ExcessFromYear3Amt |
| Excess From Year2 | $670,510 | ExcessFromYear2Amt |
| Excess From Year1 | $679,963 | ExcessFromYear1Amt |
| Excess From Current Year | $675,517 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LOIS ZARO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| 92ND STREET Y | ||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | DONATION | $10,000 | |
| ALZHEIMER'S DRUG DISCOVERY FDNT | ||||||
| 1414 AVENUE OF THE AMERICASSUITE | NEW YORK | NY | 10019 | DONATION | $52,500 | 1502 |
| AMERICAN FRIENDS | ||||||
| 521 5TH AVENUE | NEW YORK | NY | 10175 | DONATION | $5,500 | |
| BREAST CANCER RESEARCH FOUNDATION | ||||||
| 60 EAST 56TH STREET | NEW YORK | NY | 10022 | DONATION | $63,000 | |
| CENTRAL PARK CONSERVANCY | ||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | DONATION | $6,500 | |
| CENTRAL SYNAGOGUE | ||||||
| 123 EAST 55TH STREET | NEW YORK | NY | 10022 | DONATION | $100 | |
| CITY OF HOPE | ||||||
| 1500 E DUARTE ROAD | DUARTE | CA | 91010 | DONATION | $1,000 | |
| CITY PARKS FOUNDATION | ||||||
| 830 FIFTH AVENUE | NEW YORK | NY | 10021 | DONATION | $42,400 | |
| COLUMBIA GRAMMER & PREP SCHOOL | ||||||
| 5 WEST 93RD STREET | NEW YORK | NY | 10025 | DONATION | $200,000 | |
| CROHNS & COLITIS FOUNDATION OF AMERICA | ||||||
| 386 PARK AVENUE SOUTH | NEW YORK | NY | 10016 | DONATION | $10,000 | |
| FEGS | ||||||
| 315 HUDSON STREET | NEW YORK | NY | 10013 | DONATION | $1,000 | |
| FARE | ||||||
| 521 5TH AVENUE | NEW YORK | NY | 10175 | DONATION | $1,000 | |
| HAMPTONS INTL FILM FESTIVAL | ||||||
| 47 NEWTON LANE | EAST HAMPTON | NY | 11937 | DONATION | $10,000 | |
| HELP FUNDING | ||||||
| 5 HANOVER SQUARE 17TH FLOOR | NEW YORK | NY | 10004 | DONATION | $5,000 | |
| JUNIOR TENNIS CHAMPIONS | ||||||
| 5200 PAINT BRANCH PKWY | COLLEGE PARK MD | MD | 20740 | DONATION | $19,700 | |
| KAPPA KAPPA GAMMA | ||||||
| 530 EAST TOWN STREET | COLUMBUS | OH | 43215 | DONATION | $100 | |
| LUNG CANCER RESEARCH FOUNDATION | ||||||
| 800 THIRD AVENUE | NEW YORK | NY | 10022 | DONATION | $5,000 | |
| METROPOLITAN MUSEUM OF ART | ||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | DONATION;LISTTOTAL 0 | $500 | |
| MICHAEL J FOX FOUNDATION | ||||||
| 90 BROAD ST FL 10 | NEW YORK | NY | 10004 | DONATION | $10,000 | |
| MULTIPLE MYELOMA RESEARCH FOUNDATION | ||||||
| 51 LOCUST AVE SUITE 201 | NEW CANAAN | CT | 06840 | DONATION | $5,000 | |
| NY COLLABORATES FOR AUTISM | ||||||
| 3 E 54ST | NEW YORK | NY | 10022 | DONATION | $5,000 | |
| NYU CHILD STUDY CENTER | ||||||
| 577 FIRST AVE | NEW YORK | NY | 10016 | DONATION | $500 | |
| OCEANA OCEAN COUNCIL | ||||||
| 909 3RD AVENUE | NEW YORK | NY | 10022 | DONATION | $4,500 | |
| OVARIAN CANCER RESEARCH FUND | ||||||
| 14 PENN PLAZA | NEW YORK | NY | 10122 | DONATION | $2,500 | |
| PENCILS OF PROMISE | ||||||
| 37 W 38TH ST | NEW YORK | NY | 10001 | DONATION | $1,000 | |
| PHOENIX HOUSE | ||||||
| 2191 3RD AVENUE A | NEW YORK | NY | 10035 | DONATION | $3,000 | |
| PLAYWRIGHTS OF NY | ||||||
| 521 5TH AVENUE | NEW YORK | NY | 10175 | DONATION | $2,500 | |
| PUBLIC THEATRE | ||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | DONATION | $25,000 | |
| RAINFOREST FOUNDATION | ||||||
| 32 BROADWAY SUITE 1614 | NEW YORK | NY | 10004 | DONATION | $6,000 | |
| ROBIN HOOD | ||||||
| 826 BROADWAY | NEW YORK | NY | 10003 | DONATION | $1,000 | |
| ROUNDABOUT THEATRE COMPANY | ||||||
| 231 WEST 39TH ST SUITE 1200 | NEW YORK | NY | 10018 | DONATION | $25,000 | |
| SLE LUPUS FOUNDATION | ||||||
| 149 MADISON AVE | NEW YORK | NY | 10016 | DONATION | $11,000 | |
| ST JUDE | ||||||
| 521 5TH AVENUE | NEW YORK | NY | 10175 | DONATION | $50 | |
| SYRACUSE UNIVERSITY | ||||||
| 820 COMSTOCK AVENUE | SYRACUSE | NY | 13244 | DONATION | $50,000 | |
| THE DRAWING CENTER | ||||||
| 35 WOOSTER ST | NEW YORK | NY | 10013 | DONATION | $1,000 | |
| UJA-FEDERATION OF NEW YORK | ||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | DONATION | $18,000 | |
| USF FOUNDATION | ||||||
| 4202 E FOWLER AVENUE | TAMPA | FL | 33620 | DONATION | $50,000 | |
| WHITNEY MUSEUM OF AMERICAN ART | ||||||
| 945 MADISON AVENUE | NEW YORK | NY | 10021 | DONATION | $42,500 | |
| WIZO | ||||||
| 1150 KANE CONCOURSE | BAY HARBOR ISLANDS | FL | 33154 | DONATION | $1,000 | |
| WESTCHESTER JEWISH COUNCIL | ||||||
| 521 5TH AVENUE | NEW YORK | NY | 10175 | DONATION | $5,000 | |
| BATYA | ||||||
| 521 5TH AVENUE | NEW YORK | NY | 10175 | DONATION | $5,000 | |
| FIT FOUNDATION | ||||||
| 521 5TH AVENUE | NEW YORK | NY | 10175 | DONATION | $3,500 | |
| VARIOUS MISC ORGANIZATIONS | ||||||
| 521 5TH AVENUE | NEW YORK | NY | 10175 | DONATION | $5,350 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $716,700 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,967 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,967 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,967 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ANDREW ZARO | ||||||
| 1 | 521 FIFTH AVENUE SUITE 1804 | NEW YORK | NY | 10175 | $275,450 | Yes (X) |
| LOIS ZARO | ||||||
| 2 | 521 FIFTH AVENUE SUITE 1804 | NEW YORK | NY | 10175 | $479,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,650 | Amt |
| Net Investment Income | $1,650 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SCHWAB BROKERAGE | StockNm |
| EOY Book Value | $261,057 | EOYBookValueAmt |
| EOYFMV | $261,057 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST/DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $188 | BOYBookValueAmt |
| EOY Book Value | $188 | EOYBookValueAmt |
| EOYFMV | $188 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS FILING FEE | Desc |
| Revenue And Expenses Per Books | $100 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN(LOSS) | Desc |
| Amt | $19,463 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| LOIS ZARO | |||
| 521 FIFTH AVE SUTE 1804 | NEW YORK | NY | 10175 |
| ANDREW ZARO | |||
| 521 FIFTH AVE SUTE 1804 | NEW YORK | NY | 10175 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $2,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments