MONA AND EDWARD ZANDER FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MONA AND EDWARD ZANDER FAMILY FOUNDATION INC (EIN 88-2612062)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-14
- IRS object ID
- 202521349349105272
- Schema version
- 2023v6.0
- 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 Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T19:39:02-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 NORTH WACKER DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 882612062 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZANDER FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZAND | BusinessNameControlTxt |
| Phone | 4158948000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4620 | AddressLine1Txt |
| City | KETCHUM | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83340 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD ZANDER | PersonNm |
| Person Title | DIRECTOR & PRESIDENT | PersonTitleTxt |
| Phone | 4158948000 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | VOULA SPYRIDIS | PreparerPersonNm |
| PTIN | P01795600 | PTIN |
| Phone | 3128792000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,783,918 | 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 | $1,107,242 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $224,801 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $224,801 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $76,532 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,151,249 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $756,112 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,408,575 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $980,913 | 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 | $72,206 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $58,103 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,475 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,475 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $40,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $128,681 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,475 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $58,103 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,235,655 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,235,655 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,364,336 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,475 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,293,758 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $44,239 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $952,438 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,909 | CashBOYAmt |
| Cash EOY | $8,916 | CashEOYAmt |
| Cash EOYFMV | $8,916 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $783,040 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $739,251 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $739,251 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $8,216,110 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,299,131 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,035,751 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,003,059 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,047,298 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,783,918 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,003,059 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,047,298 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,003,059 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,047,298 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,003,059 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,047,298 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,003,059 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $44,239 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,047,298 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,047,298 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $2,060,287 | $1,395,137 | $665,150 | $665,150 | |
| CAPITAL GAINS DIVIDENDS | $90,962 | $90,962 | $90,962 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $756,112 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,239 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,239 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,239 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,882 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $29,882 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $16,643 | OverpaymentAmt |
| Applied To ES Tax | $16,643 | 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 | Yes (1) | 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 | ID | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | 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 | EDWARD MONA ZANDER | IndividualWithBooksNm |
| Phone | 4158948000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4620 | AddressLine1Txt |
| City | KETCHUM | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83340 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MONA ZANDER | ||||||||
| PO BOX 4620 | KETCHUM | ID | 83340 | DIRECTOR,PRESIDENT | 1.00 | $0 | $0 | $0 |
| EDWARD ZANDER | ||||||||
| PO BOX 4620 | KETCHUM | ID | 83340 | DIRECTOR,SECRETARY & TREASURER | 1.00 | $0 | $0 | $0 |
| RYAN ZANDER | ||||||||
| PO BOX 4620 | KETCHUM | ID | 83340 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TODD ZANDER | ||||||||
| PO BOX 4620 | KETCHUM | ID | 83340 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 PLAZA DRIVE | AddressLine1Txt |
| City | SECAUCUS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07094 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | PROFESSIONAL SERVICES | ServiceTypeTxt |
| Compensation | $72,206 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $7,395,767 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $817,034 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,215,291 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,428,092 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,428,092 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $141,421 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,286,671 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $464,334 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $464,334 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,239 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,239 | TotalTaxAmt |
| Distributable Before Adj | $451,095 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $451,095 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $451,095 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,293,758 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,293,758 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $451,095 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $612,624 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $918,763 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $800,408 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $545,159 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $521,310 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,398,264 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,293,758 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $451,095 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $842,663 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,240,927 | 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 | $612,624 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,628,303 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $918,763 | ExcessFromYear4Amt |
| Excess From Year3 | $800,408 | ExcessFromYear3Amt |
| Excess From Year2 | $545,159 | ExcessFromYear2Amt |
| Excess From Year1 | $521,310 | ExcessFromYear1Amt |
| Excess From Current Year | $842,663 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MONA ZANDER | ContributingManagerNm |
| Contributing Manager | EDWARD ZANDER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BIGHORN BEHIND A MIRACLE | ||||||
| 255 PALOWET DRIVE | PALM DESERT | CA | 92260 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| BOYS & GIRLS CLUB OF MONTEREY | ||||||
| PO BOX 97 | SEASIDE | CA | 93955 | PC | GENERAL OPERATING SUPPORT | $14,500 |
| BUCKS COUNTY PLAYHOUSE | ||||||
| 70 S MAIN STREET | NEW HOPE | PA | 18938 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| CURIODYSSEY | ||||||
| 1651 COYOTE POINT DR | SAN MATEO | CA | 94401 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| GLAUCOMA RESEARCH FOUNDATION | ||||||
| 251 POST STREET SUITE 600 | SAN FRANCISCO | CA | 94108 | PC | GENERAL OPERATING SUPPORT | $51,000 |
| HELPING FRIENDLY FARM | ||||||
| 3240 CREAMERY RD | NEW HOPE | PA | 18938 | PC | GENERAL OPERATING SUPPORT | $30,000 |
| HILLSBOROUGH SCHOOLS FOUNDATION | ||||||
| 300 EL CERRITO AVE | HILLSBOROUGH | CA | 94010 | PC | GENERAL OPERATING SUPPORT | $12,500 |
| KBY CONGREGATIONS TOGETHER INC | ||||||
| PO BOX 23170 | BROOKLYN | NY | 11202 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| LAFAYETTE COLLEGE | ||||||
| 70 SULLIVAN ROAD | EASTON | PA | 18042 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| MAYO CLINIC | ||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55905 | PC | GENERAL OPERATING SUPPORT | $400,000 |
| MCCALLUM THEATRE FOUNDATION INC | ||||||
| 73000 FRED WARING DR | PALM DESERT | CA | 92260 | PC | GENERAL OPERATING SUPPORT | $13,740 |
| MIXED BEHAVIOR FOUNDATION | ||||||
| 2872 YGNACIO VALLEY ROAD 439 | WALNUT CREEK | CA | 94598 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| MOUNTAIN HUMANE | ||||||
| PO BOX 1496 | HAILEY | ID | 83333 | PC | GENERAL OPERATING SUPPORT | $8,962 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||
| 733 THIRD AVENUE | NEW YORK | NY | 100173211 | PC | GENERAL OPERATING SUPPORT | $2,500 |
| NEUROIMMUNE FOUNDATION | ||||||
| PO BOX 25 | COLGATE | WI | 53017 | PC | GENERAL OPERATING SUPPORT | $15,000 |
| NORTH DAKOTA STATE UNIVERSITY FOUNDATION | ||||||
| 1241 N UNIVERSITY DRIVE | FARGO | ND | 58102 | PC | GENERAL OPERATING SUPPORT | $21,053 |
| PALM SPRINGS INTERNATIONAL FILM SOCIETY | ||||||
| 1700 E TAHQUITZ CANYON WAY STE 3 | PALM SPRINGS | CA | 92262 | PC | GENERAL OPERATING SUPPORT | $10,500 |
| RENSSELAER POLYTECHNIC UNIVERSITY | ||||||
| 110 EIGHTH STREET | TROY | NY | 12180 | PC | GENERAL OPERATING SUPPORT | $210,000 |
| ROBERT LOUIS STEVENSON SCHOOL | ||||||
| 3152 FOREST LAKE ROAD | PEBBLE BEACH | CA | 93953 | PC | GENERAL OPERATING SUPPORT | $15,000 |
| SACRED HEART CHURCH | ||||||
| 22 STONE ST | SALINAS | CA | 93901 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| SACRED HEART SCHOOL FOUNDATION | ||||||
| 708 E MAIN ST | VILLE PLATTE | LA | 70586 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| SCRIPPS HEALTH FOUNDATION | ||||||
| PO BOX 2669 | LA JOLLA | CA | 92038 | PC | GENERAL OPERATING SUPPORT | $50,000 |
| ST LUKE'S HOSPITAL OF BETHLEHEM PA | ||||||
| 1110 ST LUKES WAY | ALLENTOWN | PA | 18109 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| SUN VALLEY MUSIC FESTIVAL | ||||||
| PO BOX 1914 | SUN VALLEY | ID | 83353 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| THE CHILDREN'S AID SOCIETY | ||||||
| 117 W 124TH STREET | NEW YORK | NY | 10027 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| THE HAWN FOUNDATION | ||||||
| 220 26TH STREET STE 203 | SANTA MONICA | CA | 90402 | PC | GENERAL OPERATING SUPPORT | $2,000 |
| THE THRIVAL FOUNDATION | ||||||
| 604 N 4TH ST | BELLEVUE | ID | 83313 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| UCSF FOUNDATION | ||||||
| 220 MONTGOMERY ST FL 5 | SAN FRANCISCO | CA | 94104 | PC | GENERAL OPERATING SUPPORT | $250,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||
| UNIVERSITY GARDENS UGB203 | LOS ANGELES | CA | 90089 | PC | GENERAL OPERATING SUPPORT | $20,000 |
| WOOD RIVER JEWISH COMMUNITY INC | ||||||
| PO BOX 837 | KETCHUM | ID | 83340 | PC | GENERAL OPERATING SUPPORT | $2,900 |
| WOOD RIVER WOMEN'S FOUNDATION | ||||||
| PO BOX 3686 | KETCHUM | ID | 83340 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| Z GIRLS FOUNDATION | ||||||
| 3600 136TH PLACE SE STE 300 | BELLEVUE | WA | 98006 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,235,655 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $224,801 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $76,532 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $301,333 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $301,333 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | EDWARD AND MONA ZANDER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4620 | AddressLine1Txt |
| City | KETCHUM | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83340 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,107,242 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 13,400 SHARES OF SEAGATE TECHNOLOGY HLD | NoncashPropertyDesc |
| Fair Market Value | $1,107,242 | FairMarketValueAmt |
| Received | 2023-12-12 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $72,206 | Amt |
| Net Investment Income | $12,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $58,103 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (23 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALLSPRING SPECIAL MID CAP VALUE INST | AT COST | $324,712 | $323,522 |
| AMFDS AMERICAN MUTUAL FD CL F2 | AT COST | $334,244 | $426,299 |
| AMFUNDS EUROPAC GR FD F2 | AT COST | $346,434 | $405,477 |
| BLACKROCK EVENT DRIVEN EQTY FD INST | AT COST | $343,636 | $368,275 |
| BLACKROCK GLOBAL ALLOCATION INSTL CL | AT COST | $520,008 | $545,801 |
| BLACKSTONE ALT MULTI STRAT FD INST | AT COST | $559,875 | $610,327 |
| BRANDES INTERNATIONAL SMALL CAP EQUITY I | AT COST | $179,085 | $231,701 |
| BROWN CAP MGMT SM CO FUND INV CL | AT COST | $267,539 | $223,805 |
| CARLYLE TACTICAL PRIVATE CREDIT INVESTMENT | AT COST | $500,000 | $475,830 |
| CREDIT SUISSE MULTIALTERNATIVE STRAT I | AT COST | $377,542 | $402,984 |
| DELAWARE EMERG MKTS CL I | AT COST | $263,347 | $336,808 |
| DODGE & COX INTL STOCK FUND | AT COST | $292,811 | $407,217 |
| DRIEHAUS EMERG MKTS GR | AT COST | $316,384 | $320,872 |
| GT OFFSHORE LTD | AT COST | $650,000 | $739,461 |
| HARBOR SMALL CAP VALUE FUND INST CL | AT COST | $187,075 | $227,402 |
| ISHARES US AEROSPACE | AT COST | $88,257 | $103,131 |
| MFS DIVERSIFIED INCOME FD CL I | AT COST | $550,599 | $545,049 |
| PARAMETRIC COMMODITY STRATEGY | AT COST | $151,186 | $161,051 |
| T ROWE PRICE INTL DISCOVERY FUND | AT COST | $290,000 | $237,331 |
| T ROWE PRICE LARGE CAP GROWTH INST | AT COST | $236,899 | $444,133 |
| T ROWE PRICE MID-CAP GRWTH | AT COST | $338,643 | $316,196 |
| VANGUARD SHORTTERM-INVESTMENT GRADE ADM | AT COST | $1,111,628 | $1,091,091 |
| VIRTUS ALLIANZGI WATER INST | AT COST | $69,227 | $91,988 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FINANCIAL ADVISORY FEES | CategoryTxt |
| Amt | $16,475 | Amt |
| Net Investment Income | $16,475 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $40,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |