ZOOM FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ZOOM FOUNDATION (EIN 06-1600601)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-27
- IRS object ID
- 201303319349100700
- Schema version
- 2012v2.0
- 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
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- 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) |
|---|---|---|
| Timestamp | 2013-11-27T11:03:47-08:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN MOSKOWITZ CPA PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061600601 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ZOOM FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ZOOM | NameControl |
| Phone | 2039551170 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1210 POST ROAD EAST | AddressLine1 |
| City | FAIRFIELD | City |
| State | CT | State |
| ZIP Code | 06824 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUSAN MANDEL | Name |
| Title | TRUSTEE | Title |
| Phone | 2039551170 | Phone |
| Date Signed | 2013-11-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVEN MOSKOWITZ CPA | Name |
| Phone | 9143666714 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 738246659 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 61000000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 19266 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 19266 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 743285 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 743285 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 20015061 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 90227000 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 20015061 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | -935 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | -935 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 81776677 | TotalRevenueAndExpenses |
| Total Net Investment Income | 20776677 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 60600 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 60600 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 57560 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 57560 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 23275 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 23275 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 9923 | LegalFeesRevAndExpnss |
| Legal Fees Dsbrs Chrtbl Prps | 9923 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 12650 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 6325 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 6325 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 160235 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 19972 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 64263 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 11572 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 11572 | DeprecAndDepletionNetInvstIncm |
| Occupancy Rev And Expnss | 22106 | OccupancyRevAndExpnss |
| Occupancy Dsbrs Chrtbl Prps | 22106 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 5851 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 5851 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 4848 | PrintingAndPubRevAndExpnss |
| Printing And Pub Dsbrs Chrtbl Prps | 4848 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 485366 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 45632 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 439737 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 853986 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 83501 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 694488 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 35000000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 35000000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 35853986 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 83501 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 35694488 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 45922691 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 20693176 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 90275 | CashBOY |
| Cash EOY | 639323 | CashEOY |
| Cash EOYFMV | 639323 | CashEOYFMV |
| Investments Corp Stock BOY | 305984262 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 351344333 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 737560417 | InvestmentsCorpStockEOYFMV |
| Land Building And Equipment Basis | 61716 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 14797 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 19347 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 46919 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 46919 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 14000 | OtherAssetsBOY |
| Other Assets EOY | 0 | OtherAssetsEOY |
| Other Assets EOYFMV | 0 | OtherAssetsEOYFMV |
| Total Assets BOY | 306107884 | TotalAssetsBOY |
| Total Assets EOY | 352030575 | TotalAssetsEOY |
| Total Assets EOYFMV | 738246659 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 306107884 | RetainedEarningsBOY |
| Retained Earnings EOY | 352030575 | RetainedEarningsEOY |
| Total Net Assets BOY | 306107884 | TotalNetAssetsBOY |
| Total Net Assets EOY | 352030575 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 306107884 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 352030575 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 306107884 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 45922691 | ExcessOfRevenueOverExpenses |
| Subtotal | 352030575 | Subtotal |
| Total Net Assets Fund Balances EOY | 352030575 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | DepreciationDepreciation | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | FMV As Of123169FMVAsOf123169 | Adjusted Basis As Of123169AdjustedBasisAsOf123169 | Excess Of FMV Over Adjusted BasisExcessOfFMVOverAdjustedBasis | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FROM PASS THRU ENTITY - LONE CASCADE LP | P | 2010-01-01 | 2012-12-31 | 4682637 | 0 | 0 | 4682637 | 0 | 0 | 0 | 4682637 |
| FROM PASS THRU ENTITY - LONE DRAGON PINE | P | 2010-01-01 | 2012-12-31 | 0 | 0 | 342358 | -342358 | 0 | 0 | 0 | -342358 |
| 3939.23 SHARES LONE CEDAR | P | 2012-12-01 | 2013-01-01 | 30788588 | 0 | 30999967 | -211379 | 0 | 0 | 0 | -211379 |
| 5566.16 SHARES LONE CEDAR | P | 2010-01-01 | 2013-05-01 | 44703412 | 0 | 29767510 | 14935902 | 0 | 0 | 0 | 14935902 |
| 3381.14 SHARES LONE PINON | P | 2013-01-01 | 2013-05-01 | 14735000 | 0 | 13784741 | 950259 | 0 | 0 | 0 | 950259 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 20015061 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 738880 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 30336541 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 577448597 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.052535 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 25175770 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 499669205 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.050385 | DistributionRatioYear2 |
| Noncharitable Assets Year3 | 375433621 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.000000 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 9000000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 266824734 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.033730 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 20000000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 296424014 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.067471 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.204121 | TotalDistributionRatio |
| Average Distribution Ratio | 0.040824 | AverageDistributionRatio |
| Net Noncharitable Assets | 680868509 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 27795776 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 206932 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 28002708 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 35694488 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 206932 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 206932 | Subtotal |
| Tax Based On Investment Income | 206932 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 84288 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 200000 | TaxPaidWithExtension |
| Total Credits And Payments | 284288 | TotalCreditsAndPayments |
| Original Return Overpayment | -284288 | OriginalReturnOverpayment |
| Overpayment | 77356 | Overpayment |
| Amount Credited To Next Year | 77356 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CT | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | true | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | MEGHAN LOWNEY | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2039551170 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1210 POST ROAD EAST | AddressLine1 |
| City | FAIRFIELD | City |
| State | CT | State |
| ZIP Code | 06824 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Of Highest Paid Empl CompensationOfHighestPaidEmpl (4 entries)
| NameName | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Average Hours Per WeekAverageHoursPerWeek | CompensationCompensation | Employee BenefitsEmployeeBenefits | Expense AccountExpenseAccount |
|---|---|---|---|---|---|---|---|---|---|
| MEGHAN LOWNEY | 1210 POST ROAD EAST | FAIRFIELD | CT | 06824 | EXECUTIVE DIRECTOR | 40.00 | 202000 | 0 | 0 |
| YVETTE ALICEA | 1210 POST ROAD EAST | FAIRFIELD | CT | 06824 | EXECUTIVE ASSISTANT | 40.00 | 71700 | 0 | 0 |
| APRIL WANG | 1210 POST ROAD EAST | FAIRFIELD | CT | 06824 | FELLOW | 40.00 | 60000 | 0 | 0 |
| ERIC WEINSTEIN | 1210 POST ROAD EAST | FAIRFIELD | CT | 06824 | FELLOW | 40.00 | 60000 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| 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. | Description1 |
| Expenses1 | 212214 | Expenses1 |
| 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. | Description2 |
| Expenses2 | 133823 | Expenses2 |
| Description3 | LEADERSHIP DEVELOPMENT ROUNDTABLE -A TRAINING PROGRAM TOINCREASE LEADERSHIP SKILLS OF THOSE WORKING IN THENON PROFIT SECTOR. | Description3 |
| Expenses3 | 62099 | Expenses3 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 690711254 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 525811 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 691237065 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 691237065 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 10368556 | CashDeemedCharitable |
| Net Noncharitable Assets | 680868509 | NetNoncharitableAssets |
| Minimum Investment Return | 34043426 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 34043426 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 206932 | TaxBasedOnInvestmentIncome |
| Total Tax | 206932 | TotalTax |
| Distributable Amount Before Adj | 33836494 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 33836494 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 33836494 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 35694488 | ExpensesAndContributions |
| Qualifying Distributions | 35694488 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 206932 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 35487556 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 33836494 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 40 | UndistributedIncomePriorYear |
| Excess Distri Carryover Year2 | 7215054 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 30400976 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 37616030 | TotalExcessDistriCarryover |
| Qualifying Distributions | 35694488 | QualifyingDistributions |
| Applied To Year1 | 40 | AppliedToYear1 |
| Remaining Distri From Corpus | 35694448 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 33836494 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 33836494 | ExcessDistriCyovAppliedCY |
| Total Corpus | 39473984 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 39473984 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 3779536 | ExcessFromYear1 |
| Excess From Current Year | 35694448 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEPHEN F MANDEL JR | ContributingManager |
| Contributing Manager | SUSAN Z MANDEL | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDELITY CHARITABLE GIFT FUND | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 770001 | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45277 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | EXEMPT | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | BENEFITS OTHER CHARITIESCOMMUNITY FUND THAT | PurposeOfGrantOrContribution |
| Amount | $35,000,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 35000000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $19,266 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $743,285 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $20,015,061 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PASS THRU LOSS | Description |
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$935 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $20,776,677 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 20776677 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | STEPHEN AND SUSAN MANDEL | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | 61000000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| STEVEN MOSKOWITZ CPA PC ACCOUNTING AND TAX SERVICES | $12,400 | 6200 | 6200 |
| CAROL MAVILLA BOOKKEEPING SERVICES | $250 | 125 | 125 |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (3 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense |
|---|---|---|---|---|---|---|
| FURNITURE AND FIXTURES | 2012-01-01 | 22572 | 3225 | 200DB | 7.00 | 5528 |
| FURNITURE AND FIXTURES 2013 | 2013-01-01 | 20171 | 200DB | 7.00 | 2882 | |
| SOFTWARE | 2013-01-01 | 18973 | SL | 3.00 | 3162 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (5 entries)
| NameName | Total NetTotalNet | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis |
|---|---|---|---|---|---|---|
| FROM PASS THRU ENTITY - LONE CASCADE LP | 4682637 | |||||
| FROM PASS THRU ENTITY - LONE DRAGON PINE LP | -342358 | |||||
| 3939.23 SHARES LONE CEDAR | -211379 | 2012-12 | Purchased | 2013-01 | 30788588 | 30999967 |
| 5566.16 SHARES LONE CEDAR | 14935902 | Purchased | 2013-05 | 44703412 | 29767510 | |
| 3381.14 SHARES LONE PINON | 950259 | 2013-01 | Purchased | 2013-05 | 14735000 | 13784741 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| SHARES OF LONE CEDAR LTD | 102676170 | 331674370 |
| SHARES OF LONE PINON LTD | 172857391 | 309056749 |
| LONE CASCADE LP | 57260953 | 75813820 |
| LONE DRAGON PINE LP | 18549819 | 21015478 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FURNITURE AND FIXTURES | CategoryOrItem |
| Cost Or Other Basis | 61716 | CostOrOtherBasis |
| Accumulated Depreciation | 14797 | AccumulatedDepreciation |
| Book Value | 46919 | BookValue |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ROBINSON & COLE LLP LEGAL SERVICES | Category |
| Amount | $9,923 | Amount |
| Disbursements Charitable Prps | 9923 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS RECEIVABLES | Description |
| BOY Book Value | 14000 | BOYBookValue |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS RECEIVABLES | Description |
| BOY Book Value | 14000 | BOYBookValue |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS RECEIVABLES | Description |
| BOY Book Value | 14000 | BOYBookValue |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (11 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FROM PASS THRU ENTITY | 45632 | 45632 | |
| COMMUNICATIONS | 7622 | 7622 | |
| INSURANCE | 6154 | 6154 | |
| OTHER OPERATIONS | 14734 | 14737 | |
| PAYROLL PROCESSING FEES | 1126 | 1126 | |
| RECRUITING | 75 | 75 | |
| SUPPLIES | 1846 | 1846 | |
| MISCELLANEOUS | 41 | 41 | |
| EDUCATION INITIATIVE | 133823 | 133823 | |
| FELLOWSHIP | 212214 | 212214 | |
| LDR | 62099 | 62099 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LOSS FROM PASS THRU ENTITY | Description |
| Revenue And Expenses Per Books | -935 | RevenueAndExpensesPerBooks |
| Net Investment Income | -935 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL TAXES | $76,000 | ||
| FOREIGN TAXES PAID | $19,972 | 19972 | |
| PAYROLL TAXES | $64,263 | 64263 |
Comments