MMZ FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
MMZ FOUNDATION (EIN 46-1541252)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-15
IRS object ID
201541359349102804
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-05-15T10:37:42-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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
Signature2015-05-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT L BUCKPreparerPersonNm
PTINP01068409PTIN
Phone6108218580PhoneNum
Preparation2015-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$449,411FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$18,242DividendsRevAndExpnssAmt
Dividends Net Invst Incm$18,242DividendsNetInvstIncmAmt
Total Rev And Expnss$28,243TotalRevAndExpnssAmt
Total Net Invst Incm$18,243TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,739AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,739AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$169TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,908TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,739TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$37,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$37,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$38,908TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$38,739TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$10,665ExcessRevenueOverExpensesAmt
Net Investment Income$18,243NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$26,526CashBOYAmt
Cash EOY$11,272CashEOYAmt
Cash EOYFMV$11,272CashEOYFMVAmt
Sav And Temp Cash Invst EOY$4,589SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,589SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$397,568CorporateStockBOYAmt
Corporate Stock EOY$397,568CorporateStockEOYAmt
Corporate Stock EOYFMV$433,550CorporateStockEOYFMVAmt
Total Assets BOY$424,094TotalAssetsBOYAmt
Total Assets EOY$413,429TotalAssetsEOYAmt
Total Assets EOYFMV$449,411TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$424,094UnrestrictedBOYAmt
Unrestricted EOY$413,429UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$424,094TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$413,429TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$424,094TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$413,429TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$424,094TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$10,665ExcessRevenueOverExpensesAmt
Subtotal$413,429SubtotalAmt
Tot Net Ast Or Fund Balances EOY$413,429TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$40,170AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$459,371NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.087446DistributionYr1Rt
Adjusted Qlfy Distri Yr2$6AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$411,188NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.000015DistributionYr2Rt
Total Distribution0.087461TotalDistributionRt
Average Distribution0.043731AverageDistributionRt
Net Vl Noncharitable Assets$465,320NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$20,349AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$182NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$20,531AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$38,739QualifyingDistributionsAmt

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
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
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 & DIRECTO3.00$0$0$0
ANTHONY M ZAIA
41595 DEANNA RANCH ROADMURRIETACA92562DIRECTOR1.00$0$0$0
JOSEPH A ZAIA
4 STUART DRIVEDOVERDE19901DIRECTOR2.00$0$0$0
ANDRIA M ZAIA
2535 BLACK RIVER ROADBETHLEHEMPA18015PRESIDENT/TR11.00$0$0$0
MICHAEL J ZAIA
44210 WEBSTER STCANTONMI48187DIRECTOR1.00$0$0$0
MARIE ZAIA
1033 STONE STACK DRIVEBETHLEHEMPA18105SECRETARY &3.00$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$451,212AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$21,194AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$472,406TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$472,406AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,086CashDeemedCharitableAmt
Net Vl Noncharitable Assets$465,320NetVlNoncharitableAssetsAmt
Minimum Investment Return$23,266MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$23,266MinimumInvestmentReturnAmt
Tax Based On Investment Income$182TaxBasedOnInvestmentIncomeAmt
Total Tax$182TotalTaxAmt
Distributable Before Adj$23,084DistributableBeforeAdjAmt
Distributable Before Ded$23,084DistributableBeforeDedAmt
Distributable As Adjusted$23,084DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$38,739ExpensesAndContributionsAmt
Qualifying Distributions$38,739QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$182PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$38,557AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$23,084DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$16,365ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$16,365TotalExcessDistributionCyovAmt
Qualifying Distributions$38,739QualifyingDistributionsAmt
Applied To Current Year$23,084AppliedToCurrentYearAmt
Remaining Distri From Corpus$15,655RemainingDistriFromCorpusAmt
Total Corpus$32,020TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$32,020ExcessDistriCyovToNextYrAmt
Excess From Year1$16,365ExcessFromYear1Amt
Excess From Current Year$15,655ExcessFromCurrentYearAmt

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 (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SHANTHI PROJECT
PO BOX 3716PALMERPA18045TO BENEFIT THE CHARITY'S PURPOSE$500
BURN PREVENTION FOUNDATION
236 N 17TH STALLENTOWNPA18104TO BENEFITY THE CHARITY'S PURPOSE$15,000
DIOCESE OF ALLENTOWN
PO BOX FALLENTOWNPA18105BISHOP'S ANNUAL APPEAL$5,000
CHILDRENS HOME OF EASTON
2000 S 25TH STEASTONPA18042TO BENEFIT THE CHARITY'S PURPOSE$1,500
HAZLETON AVENUES REHAB PTRS
338 OCEAN PKWYOCEAN PINESMD21811TO BENEFIT THE CHARITY'S PURPOSE$10,000
SECOND HARVEST FOOD BANK
2045 HARVEST WAYALLENTOWNPA18104TO BENEFIT THE CHARITY'S PURPOSE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$37,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18,242ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$18,243ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$18,243TotalIncomeProducingActyAmt

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$10,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING & TAX PREP.CategoryTxt
Amt$1,739Amt
Disbursements Charitable Prps$1,739DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
3242 AT&T INC.$111,265$108,899
9330 GE COMPANY$201,715$235,769
1900 VERIZON COMMUNICATIONS INC.$84,588$88,882

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$169Amt

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