ZOOM FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ZOOM FOUNDATION (EIN 06-1600601)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-12-10
- IRS object ID
- 201423449349100202
- Schema version
- 2013v3.1
- 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
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Assets Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-12-10T10:48:57-08:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN MOSKOWITZ CPA PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 660 WHITE PLAINS RD 5TH FL | AddressLine1 |
| City | TARRYTOWN | City |
| State | NY | State |
| ZIP Code | 105915187 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061600601 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ZOOM FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZOOM | BusinessNameControlTxt |
| Phone | 2039551170 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1210 POST ROAD | AddressLine1 |
| City | FAIRFIELD | City |
| State | CT | State |
| ZIP Code | 06824 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN MANDEL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2039551170 | PhoneNum |
| Signature | 2014-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN MOSKOWITZ CPA | PreparerPersonNm |
| Phone | 9143666714 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $830,119,888 | 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 | $54,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $449 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $449 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $918,979 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $918,979 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $26,080,922 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $40,072,900 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,080,922 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $5,188,329 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $35,848 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $35,848 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $81,036,198 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,036,198 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $5,188,329 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $61,200 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $61,200 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $74,968 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $74,968 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $29,343 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $29,343 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,380 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,690 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,690 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $26,806 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $26,806 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $442,383 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $35,489 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $62,499 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $21,626 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $35,835 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $35,835 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,479 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,479 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,112,730 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $70,810 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,041,920 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,824,750 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $139,795 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,318,934 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,054 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,054 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,846,804 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $139,795 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,340,988 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $79,189,394 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,896,403 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,188,329 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $639,323 | CashBOYAmt |
| Cash EOY | $535,227 | CashEOYAmt |
| Cash EOYFMV | $535,227 | CashEOYFMVAmt |
| Corporate Stock BOY | $351,344,333 | CorporateStockBOYAmt |
| Corporate Stock EOY | $430,610,163 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $829,510,082 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $104,636 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $36,423 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $46,919 | LandBOYAmt |
| Land EOY | $68,213 | LandEOYAmt |
| Land EOYFMV | $68,213 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,366 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,366 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $352,030,575 | TotalAssetsBOYAmt |
| Total Assets EOY | $431,219,969 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $830,119,888 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $352,030,575 | RetainedEarningBOYAmt |
| Retained Earning EOY | $431,219,969 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $352,030,575 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $431,219,969 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $352,030,575 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $431,219,969 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $352,030,575 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $79,189,394 | ExcessRevenueOverExpensesAmt |
| Subtotal | $431,219,969 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $431,219,969 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 41.17 SHARES LONE CEDAR | P | 2010-01-01 | 2013-10-01 | $368,000 | $0 | $215,213 | $152,787 | $0 | $0 | $0 | $152,787 |
| 2140.83 SHARES LONE CEDAR | P | 2010-01-01 | 2014-01-01 | $19,877,600 | $0 | $11,190,556 | $8,687,044 | $0 | $0 | $0 | $8,687,044 |
| 4.09 SHARES LONE CEDAR | P | 2010-01-01 | 2014-02-01 | $37,000 | $0 | $21,385 | $15,615 | $0 | $0 | $0 | $15,615 |
| 74.28 SHARES LONE PINON | P | 2013-01-01 | 2013-10-01 | $345,600 | $0 | $301,981 | $43,619 | $0 | $0 | $0 | $43,619 |
| 3861.89 SHARES LONE PINON | P | 2010-01-01 | 2014-01-01 | $18,644,700 | $0 | $15,700,936 | $2,943,764 | $0 | $0 | $0 | $2,943,764 |
| 172.68 SHARES LONE PINON | P | 2010-01-01 | 2014-04-01 | $800,000 | $0 | $702,065 | $97,935 | $0 | $0 | $0 | $97,935 |
| FROM PASS THRU ENTITY - LONE CASCADE LP | P | 2013-01-01 | 2013-12-31 | $4,721,318 | $0 | $0 | $4,721,318 | $0 | $0 | $0 | $4,721,318 |
| FROM PASS THRU ENTITY - LONE CASCADE LP | P | 2009-01-01 | 2013-12-31 | $7,234,603 | $0 | $0 | $7,234,603 | $0 | $0 | $0 | $7,234,603 |
| FROM PASS THRU ENTITY - LONE DRAGON PINE | P | 2013-01-01 | 2013-12-31 | $399,622 | $0 | $0 | $399,622 | $0 | $0 | $0 | $399,622 |
| FROM PASS THRU ENTITY - LONE DRAGON PINE | P | 2010-01-01 | 2013-12-31 | $1,852,602 | $0 | $0 | $1,852,602 | $0 | $0 | $0 | $1,852,602 |
| FROM PASS THRU ENTITY - LONE PICEA | P | 2013-01-01 | 2013-12-31 | $23,770 | $0 | $0 | $23,770 | $0 | $0 | $0 | $23,770 |
| FROM PASS THRU ENTITY - LONE PICEA | P | 2010-01-01 | 2013-12-31 | $0 | $0 | $91,757 | -$91,757 | $0 | $0 | $0 | -$91,757 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,080,922 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $5,188,329 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $35,487,556 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $680,868,509 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052121 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $30,336,541 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $577,448,597 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052535 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $25,175,770 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $499,669,205 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050385 | DistributionYr3Rt |
| Net Vl Noncharitable Assets Yr4 | $375,433,621 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $9,000,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $266,824,734 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.033730 | DistributionYr5Rt |
| Total Distribution | 0.188771 | TotalDistributionRt |
| Average Distribution | 0.037754 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $789,875,636 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $29,820,965 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $268,964 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $30,089,929 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,340,988 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $537,928 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $537,928 | SubtotalAmt |
| Tax Based On Investment Income | $537,928 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $219,356 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $400,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $619,356 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$619,356 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $4,006 | EsPenaltyAmt |
| Overpayment | $77,422 | OverpaymentAmt |
| Applied To ES Tax | $77,422 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MEGHAN LOWNEY | IndividualWithBooksNm |
| Phone | 2039551170 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1210 POST ROAD | AddressLine1 |
| City | FAIRFIELD | City |
| State | CT | State |
| ZIP Code | 06824 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STEPHEN F MANDEL JR | ||||||||
| C/O CUMMINGS LOCKWOOD PO BOX 2505 | GREENWICH | CT | 06836 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SUSAN Z MANDEL | ||||||||
| C/O CUMMINGS LOCKWOOD PO BOX 2505 | GREENWICH | CT | 06836 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MEGHAN LOWNEY | ||||||||
| 1210 POST ROAD | FAIRFIELD | CT | 06824 | EXECUTIVE DIRECTOR | 40.00 | $204,000 | $0 | $0 |
| NICOLE LINDSAY | ||||||||
| 1210 POST ROAD | FAIRFIELD | CT | 06824 | DIRECTOR OF LEADERSH | 40.00 | $102,307 | $0 | $0 |
| MILES HODGE | ||||||||
| 1210 POST ROAD | FAIRFIELD | CT | 06824 | FELLOW | 40.00 | $61,250 | $0 | $0 |
| BRENT PETERKIN | ||||||||
| 1210 POST ROAD | FAIRFIELD | CT | 06824 | FELLOW | 40.00 | $61,250 | $0 | $0 |
| LEE SAWYER | ||||||||
| 1210 POST ROAD | FAIRFIELD | CT | 06824 | FELLOW | 40.00 | $61,250 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 3 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FELLOWSHIP PROGRAM - THE FOUNDATION EMPLOYED INDIVIDUALS TOCONDUCT RESEARCH AND ANALYSIS IN COORDINATION WITH, AND FORTHE BENEFIT OF, THE STATE OF CONNECTICUT. | Description1Txt |
| Expenses1 | $685,528 | Expenses1Amt |
| Description2 | EDUCATION INITIATIVE - PROGRAM TO IMPROVE K-12 EDUCATION IN THESTATE OF CONNECTICUT TO ELIMINATE THE ACHIEVEMENT GAP; WORKEDWITH ORGANIZATIONS TO DEVELOP AND IMPLEMENT PLANS. | Description2Txt |
| Expenses2 | $228,153 | Expenses2Amt |
| Description3 | LEADERSHIP DEVELOPMENT ROUNDTABLE -A TRAINING PROGRAM TOINCREASE LEADERSHIP SKILLS OF THOSE WORKING IN THENON PROFIT SECTOR. | Description3Txt |
| Expenses3 | $26,962 | Expenses3Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $801,261,493 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $567,947 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $74,759 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $801,904,199 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $801,904,199 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,028,563 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $789,875,636 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,493,782 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,493,782 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $537,928 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $537,928 | TotalTaxAmt |
| Distributable Before Adj | $38,955,854 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $38,955,854 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $38,955,854 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,340,988 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,340,988 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,340,988 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $38,955,854 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $3,779,536 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $35,694,448 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $39,473,984 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,340,988 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $1,340,988 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $38,955,854 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $38,955,854 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,859,118 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,859,118 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $518,130 | ExcessFromYear1Amt |
| Excess From Current Year | $1,340,988 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEPHEN F MANDEL JR | ContributingManagerNm |
| Contributing Manager | SUSAN Z MANDEL | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| DOMUS KIDS INC | ||||||
| 83 LOCKWOOD AVENUE | STAMFORD | CT | 06902 | EXEMPT | ACHIEVEMENT FOR THETO SUPPORT EDUCATIONALVULNERABLE YOUTH | $2,000 |
| (no name) | ||||||
| $0 | ||||||
| EXCEL BRIDGEPORT | ||||||
| 1057 BROAD STREET SUITE 302 | BRIDGEPORT | CT | 06604 | EXEMPT | AND YOUTHTO SUPPORT PARENTEMPOWERMENT | $2,000 |
| (no name) | ||||||
| $0 | ||||||
| TEACH FOR AMERICA INC (CT) | ||||||
| 370 JAMES STREET | NEW HAVEN | CT | 06510 | EXEMPT | EDUCATIONAL OPPORTUNITIESTO SUPPORT EXCELLENTFOR ALL CHILDREN | $2,000 |
| (no name) | ||||||
| $0 | ||||||
| MERCY LEARNING CENTER | ||||||
| 637 PARK AVENUE | BRIDGEPORT | CT | 06604 | EXEMPT | OPPORTUNITIES FORTO SUPPORT EDUCATIONALLOW INCOME WOMEN | $2,000 |
| (no name) | ||||||
| $0 | ||||||
| CONNECTICUT FUND FOR THE ENVIRONMENT | ||||||
| 142 TEMPLE STREET 3RD FLOOR | NEW HAVEN | CT | 06510 | EXEMPT | PROTECTION OFTO SUPPORT THECT'S ENVIRONMENT | $2,000 |
| (no name) | ||||||
| $0 | ||||||
| FAMILY CENTERS INC | ||||||
| 40 ARCH STREET | GREENWICH | CT | 06830 | EXEMPT | AND HUMAN SERVICESTO SUPPORT EDUCATIONFOR THOSE IN NEED | $2,000 |
| (no name) | ||||||
| $0 | ||||||
| CONNECTICUT COALITION FOR ACHIEVEMENT NOW | ||||||
| 85 WILLOW STREET | NEW HAVEN | CT | 06511 | EXEMPT | TO SUPPORT 2014CONN CANN EVENT | $54 |
| (no name) | ||||||
| $0 | ||||||
| PUBLIC SQUARE PARTNERSHIP | ||||||
| VIA D ROBINSON-1730 COMMERCE DR STE | BRIDGEPORT | CT | 06605 | EXEMPT | INITIATIVES IN HIGHTO SUPPORT EDUCATIONNEED COMMUNITIES | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,054 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $449 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $918,979 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $26,080,922 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASS THRU INCOME | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $35,848 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $27,036,198 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,036,198 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | STEPHEN AND SUSAN MANDEL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CUMMINGS AND LOCKWOOD PO BOX 25 | AddressLine1 |
| City | GREENWICH | City |
| State | CT | State |
| ZIP Code | 06836 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $54,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STEVEN MOSKOWITZ CPA PC ACCOUNTING AND TAX SERVICES | $12,180 | $6,090 | $6,090 |
| CAROL MAVILLA BOOKKEEPING SERVICES | $1,200 | $600 | $600 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| FURNITURE AND FIXTURES | 2012-01-01 | $22,572 | $8,753 | 200DB | 7.00 | $3,948 |
| FURNITURE AND FIXTURES 2013 | 2013-01-01 | $20,171 | $2,882 | 200DB | 7.00 | $4,940 |
| SOFTWARE | 2013-01-01 | $18,973 | $3,162 | SL | 3.00 | $6,324 |
| FURNITURE & FIXTURES 2014 | 2014-01-01 | $31,040 | 200DB | 7.00 | $4,434 | |
| SOFTWARE 2014 | 2014-01-01 | $11,880 | SL | 3.00 | $1,980 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (9 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|
| 41.17 SHARES LONE CEDAR | Purchased | 2013-10 | $368,000 | $215,213 | $152,787 |
| 2140.83 SHARES LONE CEDAR | Purchased | 2014-01 | $19,877,600 | $11,190,556 | $8,687,044 |
| 4.09 SHARES LONE CEDAR | Purchased | 2014-02 | $37,000 | $21,385 | $15,615 |
| 74.28 SHARES LONE PINON | Purchased | 2013-10 | $345,600 | $301,981 | $43,619 |
| 3861.89 SHARES LONE PINON | Purchased | 2014-01 | $18,644,700 | $15,700,936 | $2,943,764 |
| 172.68 SHARES LONE PINON | Purchased | 2014-04 | $800,000 | $702,065 | $97,935 |
| FROM PASS THRU ENTITY - LONE CASCADE LP | $11,955,921 | ||||
| FROM PASS THRU ENTITY - LONE DRAGON PINE, LP | $2,252,224 | ||||
| FROM PASS THRU ENTITY - LONE PICEA LP | -$67,987 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SHARES OF LONE CEDAR LTD | $91,249,040 | $324,317,686 |
| SHARES OF LONE PINON LTD | $156,152,386 | $300,793,063 |
| LONE CASCADE LP | $109,789,084 | $131,845,900 |
| LONE PICEA LP | $28,922,253 | $28,320,265 |
| LONE TAMARACK LP | $44,497,400 | $44,233,168 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FURNITURE AND FIXTURES | $73,783 | $24,957 | $48,826 |
| SOFTWARE EQUIPMENT | $30,853 | $11,466 | $19,387 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS RECEIVABLE | Desc |
| EOY Book Value | $6,366 | EOYBookValueAmt |
| EOYFMV | $6,366 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS RECEIVABLE | Desc |
| EOY Book Value | $6,366 | EOYBookValueAmt |
| EOYFMV | $6,366 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS RECEIVABLE | Desc |
| EOY Book Value | $6,366 | EOYBookValueAmt |
| EOYFMV | $6,366 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| COMMUNICATIONS | $15,105 | $15,105 | |
| CONSULTING | $1,500 | $1,500 | |
| EDUCATION INITIATIVE | $228,153 | $228,153 | |
| FELLOWSHIP | $685,528 | $685,528 | |
| FROM PASS THRU ENTITY | $59,257 | $59,257 | |
| INSURANCE | $2,835 | $2,835 | |
| LDR | $26,962 | $26,962 | |
| MISCELLANEOUS | $1,613 | $1,613 | |
| OTHER OPERATIONS | $36,080 | $36,080 | |
| PAYROLL PROCESSING FEES | $1,916 | $1,916 | |
| PUBLIC RELATIONS | $2,320 | $2,320 | |
| RECRUITING | $37,026 | $37,026 | |
| SUPPLIES | $2,882 | $2,882 | |
| FROM PASS THRU ENTITY | $11,553 | $11,553 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME FROM PASS THRU ENTITIES | Desc |
| Revenue And Expenses Per Books | $35,848 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $35,848 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $344,395 | ||
| FOREIGN TAXES PAID | $35,489 | $35,489 | |
| PAYROLL TAXES | $62,499 | $62,499 |
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