LOIS AND ANDREW ZARO FAM CHARITABLE TR: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LOIS AND ANDREW ZARO FAM CHARITABLE TR (EIN 30-6035876)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-06-27
- IRS object ID
- 201401789349100750
- Schema version
- 2013v3.0
- 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 Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-06-27T09:36:33-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 INTERNATIONAL BLVDSTE 700 | AddressLine1 |
| City | MAHWAH | City |
| State | NJ | State |
| ZIP Code | 07495 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10175 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOIS ZARO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2128241100 | PhoneNum |
| Signature | 2014-05-28 | 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 | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $824,475 | 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 | $666,290 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $6,876 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,876 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $62,236 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $304,464 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $62,236 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $735,402 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $69,112 | 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 | $1,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| 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 | $1,950 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,850 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $100 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $719,804 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $719,804 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $721,754 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,850 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $719,904 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,648 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $67,262 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $326,722 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $582,693 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $582,693 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $484,248 | CorporateStockBOYAmt |
| Corporate Stock EOY | $241,594 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $241,594 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $282 | OtherAssetsBOYAmt |
| Other Assets EOY | $188 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $188 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $811,252 | TotalAssetsBOYAmt |
| Total Assets EOY | $824,475 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $824,475 | 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 | -$199,306 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$186,083 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $811,252 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $824,475 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $811,252 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $824,475 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $811,252 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,648 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $824,900 | SubtotalAmt |
| Other Decreases | $425 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $824,475 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AMERIPRISE | P | 2005-10-03 | 2013-01-08 | $26,072 | $11,960 | $14,112 | $14,112 |
| BANK OF AMERICA | P | 2008-12-31 | 2013-01-02 | $10,495 | $26,188 | -$15,693 | -$15,693 |
| BANK OF NY | P | 2008-12-31 | 2013-01-03 | $11,863 | $12,916 | -$1,053 | -$1,053 |
| BROADRIDGE | P | 2009-09-08 | 2013-01-03 | $4,167 | $3,915 | $252 | $252 |
| CABLEVISION | P | 2002-11-05 | 2013-01-02 | $7,408 | $4,402 | $3,006 | $3,006 |
| CAMCAST | P | 2009-05-08 | 2013-01-03 | $1,935 | $826 | $1,109 | $1,109 |
| COMCAST CP | P | 2010-04-28 | 2013-01-02 | $30,043 | $10,591 | $19,452 | $19,452 |
| DIEBOLD INC | P | 2009-03-20 | 2013-01-04 | $7,109 | $5,448 | $1,661 | $1,661 |
| DISNEY | P | 2000-06-01 | 2013-01-08 | $15,542 | $8,553 | $6,989 | $6,989 |
| GENERAL ELECTRIC | P | 2006-05-03 | 2013-01-03 | $11,893 | $19,394 | -$7,501 | -$7,501 |
| HEINZ | P | 2003-01-23 | 2013-01-07 | $8,937 | $5,330 | $3,607 | $3,607 |
| KRAFT | P | 2008-04-07 | 2013-01-02 | $6,988 | $5,071 | $1,917 | $1,917 |
| MADISON SQUARE GARDEN | P | 2010-02-18 | 2013-01-02 | $10,190 | $3,304 | $6,886 | $6,886 |
| MARKET VECTORS | P | 2009-03-18 | 2013-01-02 | $3,841 | $2,569 | $1,272 | $1,272 |
| MICROSOFT | P | 2006-06-27 | 2013-01-04 | $14,571 | $12,349 | $2,222 | $2,222 |
| MONDELEZ | P | 2008-04-07 | 2013-01-02 | $12,175 | $9,423 | $2,752 | $2,752 |
| NORFOLK SO. | P | 2009-03-30 | 2013-01-02 | $5,459 | $2,871 | $2,588 | $2,588 |
| PARKWAY PROPERTIES | P | 2008-07-10 | 2013-01-02 | $100,262 | $84,537 | $15,725 | $15,725 |
| SAPIENT | P | 2010-02-25 | 2013-01-02 | $5,686 | $4,492 | $1,194 | $1,194 |
| THERMO FISCHER | P | 2008-12-23 | 2013-01-02 | $8,906 | $4,442 | $4,464 | $4,464 |
| US NATURL GAS | P | 2009-12-28 | 2013-01-02 | $729 | $3,647 | -$2,918 | -$2,918 |
| CAPITAL GAINS DIVIDENDS | P | $193 | $193 | $193 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $62,236 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $705,927 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $711,274 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.992483 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $597,298 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $779,478 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.766279 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $660,729 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $553,723 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.193248 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $457,647 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $36,208 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 12.639389 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $339,074 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $63,150 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 5.369343 | DistributionYr5Rt |
| Total Distribution | 20.960742 | TotalDistributionRt |
| Average Distribution | 4.192148 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $825,718 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,461,532 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $673 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,462,205 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $719,904 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,345 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,345 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,345 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $386 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $2,400 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,786 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,441 | OverpaymentAmt |
| Applied To ES Tax | $1,441 | 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 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10175 | ZIPCode |
| 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 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10175 | ZIPCode |
| 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 | $229,794 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $608,498 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $838,292 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $838,292 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,574 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $825,718 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,286 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,286 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,345 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,345 | TotalTaxAmt |
| Distributable Before Adj | $39,941 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $39,941 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $39,941 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $719,904 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $719,904 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $719,904 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,941 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $335,934 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $455,837 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $633,222 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $558,791 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $670,510 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,654,294 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $719,904 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $39,941 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $679,963 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,334,257 | 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 | $335,934 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,998,323 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $455,837 | ExcessFromYear4Amt |
| Excess From Year3 | $633,222 | ExcessFromYear3Amt |
| Excess From Year2 | $558,791 | ExcessFromYear2Amt |
| Excess From Year1 | $670,510 | ExcessFromYear1Amt |
| Excess From Current Year | $679,963 | 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 (46 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|
| 92ND STREET Y | ||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | DONATION | $12,500 | |
| ALZHEIMER'S DRUG DISCOVERY FDNT | ||||||
| 1414 AVENUE OF THE AMERICASSUITE | NEW YORK | NY | 10019 | DONATION | $30,000 | 1502 |
| AMERICAN FRIENDS | ||||||
| 521 5TH AVENUE | NEW YORK | NY | 10175 | DONATION | $3,000 | |
| AMERICAN JEWISH COMMITTEE | ||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | DONATION | $10,000 | |
| AUTISM SPEAKS | ||||||
| 162 WEST 56TH ST SUITE 405 | NEW YORK | NY | 10019 | DONATION | $1,000 | |
| BREAST CANCER RESEARCH FOUNDATION | ||||||
| 60 EAST 56TH STREET | NEW YORK | NY | 10022 | DONATION | $55,000 | |
| CENTRAL PARK CONSERVANCY | ||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | DONATION | $8,500 | |
| CENTRAL SYNAGOGUE | ||||||
| 123 EAST 55TH STREET | NEW YORK | NY | 10022 | DONATION | $57,390 | |
| CITY PARKS FOUNDATION | ||||||
| 830 FIFTH AVENUE | NEW YORK | NY | 10021 | DONATION | $1,000 | |
| COLUMBIA GRAMMER & PREP SCHOOL | ||||||
| 5 WEST 93RD STREET | NEW YORK | NY | 10025 | DONATION | $192,005 | |
| CREATIVE TIME | ||||||
| 307 7TH AVENUE | NEW YORK | NY | 10001 | DONATION | $10,000 | |
| EAST SIDE HOUSE SETTLEMENT | ||||||
| 337 ALEXANDER AVE | BRONX | NY | 10454 | DONATION | $1,000 | |
| EDUCATIONAL ALLIANCE | ||||||
| 197 EAST BROADWAY | NEW YORK | NY | 10011 | DONATION | $5,000 | |
| EUGENE O'NEILL THEATER CENTER | ||||||
| 230 WEST 49TH STREET | NEW YORK | NY | 10019 | DONATION | $2,000 | |
| FEGS | ||||||
| 315 HUDSON STREET | NEW YORK | NY | 10013 | DONATION | $500 | |
| HAMPTONS INTL FILM FESTIVAL | ||||||
| 47 NEWTON LANE | EAST HAMPTON | NY | 11937 | DONATION | $10,000 | |
| ITHACA COLLEGE | ||||||
| 953 DANBY ROAD | ITHACA | NY | 14850 | DONATION | $2,500 | |
| JEWISH MUSEUM | ||||||
| 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | DONATION | $4,700 | |
| KAPPA KAPPA GAMMA | ||||||
| 530 EAST TOWN STREET | COLUMBUS | OH | 43215 | DONATION | $100 | |
| LUNG CANCER RESEARCH FOUNDATION | ||||||
| 800 THIRD AVENUE | NEW YORK | NY | 10022 | DONATION | $10,000 | |
| SLE LUPUS FOUNDATION | ||||||
| 149 MADISON AVE | NEW YORK | NY | 10016 | DONATION | $10,000 | |
| METROPOLITAN MUSEUM OF ART | ||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | DONATION;LISTTOTAL 0 | $40,550 | |
| MUSEUM OF THE MOVING IMAGE | ||||||
| 36-01 35TH AVENUE | LONG ISLAND CITY | NY | 11106 | DONATION | $3,000 | |
| NEW YORK PRESBYTERIAN | ||||||
| 161 FORT WASHINGTON AVENUE | NEW YORK | NY | 10032 | DONATION | $21,000 | |
| NEW YORKERS FOR CHILDREN | ||||||
| 450 SEVENTH AVENUE | NEW YORK | NY | 10123 | DONATION | $500 | |
| OCEANA OCEAN COUNCIL | ||||||
| 909 3RD AVENUE | NEW YORK | NY | 10022 | DONATION | $1,000 | |
| 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 | $18,550 | |
| PHOENIX HOUSE | ||||||
| 2191 3RD AVENUE A | NEW YORK | NY | 10035 | DONATION | $5,000 | |
| PUBLIC THEATRE | ||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | DONATION | $25,000 | |
| SAY YES TO EDUCATION | ||||||
| 162 WEST 56TH ST SUITE 405 | NEW YORK | NY | 10019 | DONATION | $2,500 | |
| ST JUDE | ||||||
| 521 5TH AVENUE | NEW YORK | NY | 10175 | DONATION | $100 | |
| TRINITY COLLEGE | ||||||
| 300 SUMMIT STREET | HARTFORD | CT | 06106 | DONATION | $36,000 | |
| UJA-FEDERATION OF NEW YORK | ||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | DONATION | $20,000 | |
| WE ARE FAMILY FOUNDATION | ||||||
| PO BOX 1352 MIDTOWN STATION | NEW YORK | NY | 10018 | DONATION | $20,000 | |
| WHITNEY MUSEUM OF AMERICAN ART | ||||||
| 945 MADISON AVENUE | NEW YORK | NY | 10021 | DONATION | $42,346 | |
| WIZO | ||||||
| 1150 KANE CONCOURSE | BAY HARBOR ISLANDS | FL | 33154 | DONATION | $1,800 | |
| THE DRAWING CENTER | ||||||
| 35 WOOSTER ST | NEW YORK | NY | 10013 | DONATION | $1,000 | |
| USF FOUNDATION | ||||||
| 4202 E FOWLER AVENUE | TAMPA | FL | 33620 | DONATION | $500 | |
| LYMPHOMA RESEARCH | ||||||
| 115 BROADWAY | NEW YORK | NY | 10006 | DONATION | $10,000 | |
| JUNIOR TENNIS CHAMPIONS | ||||||
| 5200 PAINT BRANCH PKWY | COLLEGE PARK MD | MD | 20740 | DONATION | $22,430 | |
| HILLEL | ||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 20001 | DONATION | $2,000 | |
| FARE | ||||||
| 521 5TH AVENUE | NEW YORK | NY | 10175 | DONATION | $2,000 | |
| BIRTHRIGHT ISRAEL | ||||||
| 521 5TH AVENUE | NEW YORK | NY | 10175 | DONATION | $3,000 | |
| INTL DOCEMANT ASSOC | ||||||
| 521 5TH AVENUE | NEW YORK | NY | 10175 | DONATION | $1,000 | |
| AMERICAN FUND | ||||||
| 521 5TH AVENUE | NEW YORK | NY | 10175 | DONATION | $11,833 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $719,804 | 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 | $6,876 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $62,236 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $69,112 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $69,112 | 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/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ANDREW ZARO | ||||||
| 1 | 521 FIFTH AVENUE SUITE 1804 | NEW YORK | NY | 10175 | $242,735 | Yes (X) |
| LOIS ZARO | ||||||
| 2 | 521 FIFTH AVENUE SUITE 1804 | NEW YORK | NY | 10175 | $423,555 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,850 | Amt |
| Net Investment Income | $1,850 | 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 | $241,594 | EOYBookValueAmt |
| EOYFMV | $241,594 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST/DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $282 | BOYBookValueAmt |
| EOY Book Value | $188 | EOYBookValueAmt |
| EOYFMV | $188 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | URGL | Description |
| Amount | $425 | Amount |
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 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| LOIS ZARO | |||
| 521 FIFTH AVE SUTE 1804 | NEW YORK | NY | 10175 |
| ANDREW ZARO | |||
| 521 FIFTH AVE SUTE 1804 | NEW YORK | NY | 10175 |
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