RAY OF LIGHT SCHOLARSHIP FUND: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- RAY OF LIGHT SCHOLARSHIP FUND (EIN 46-3252749)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-31
- IRS object ID
- 202323049349100947
- Schema version
- 2022v5.0
- 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
- Applied To Prior Year Election
- General Explanation Attachment
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-31T16:27:33-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873231666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE SUITE 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463252749 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAY OF LIGHT SCHOLARSHIP FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RAYO | BusinessNameControlTxt |
| Phone | 8435573811 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2103 SOUTH OCEAN BOULEVARD 1B | AddressLine1Txt |
| City | DELRAY BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334836432 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY JANE ZUCCARO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8435573811 | PhoneNum |
| Signature | 2023-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARY | PersonFirstNm |
| Person Last | JANE ZUCCARO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH L ALI CPA | PreparerPersonNm |
| PTIN | P02093808 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2023-10-31 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,277,359 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $660,000 | ContriRcvdRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $660,000 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | 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 | $58,639 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $58,639 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $434,538 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $408 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $408 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,538 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,244 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,362 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $513,123 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,244 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $62,409 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $486,324 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $486,324 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $999,447 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,244 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $548,733 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$339,447 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,468 | CashBOYAmt |
| Cash EOY | $17,021 | CashEOYAmt |
| Cash EOYFMV | $17,021 | CashEOYFMVAmt |
| Other Investments BOY | $13,324,782 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,260,338 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,260,338 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $13,341,250 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,277,359 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,277,359 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $13,341,250 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,277,359 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,341,250 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,277,359 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,341,250 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,277,359 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,341,250 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$339,447 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,001,803 | SubtotalAmt |
| Other Decreases | $6,724,444 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,277,359 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,949 | 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 | $3,949 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,949 | OverpaymentAmt |
| Applied To ES Tax | $3,949 | 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 | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARY JANE ZUCCARO | IndividualWithBooksNm |
| Phone | 8435573811 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2103 SOUTH OCEAN BOULEVARD 1B | AddressLine1Txt |
| City | DELRAY BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334836432 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| MARY JANE ZUCCARO | ||||||||
| 2103 SOUTH OCEAN BOULEVARD 1B | DELRAY BEACH | FL | 334836432 | DIRECTOR, PRESIDENT | 3.00 | $0 | $0 | $0 |
| ROBERT ZUCCARO | ||||||||
| 2103 SOUTH OCEAN BOULEVARD 1B | DELRAY BEACH | FL | 334836432 | DIRECTOR, VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| BRYNNE ZUCCARO | ||||||||
| 2103 SOUTH OCEAN BOULEVARD 1B | DELRAY BEACH | FL | 334836432 | DIRECTOR, VICE PRESIDENT | 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 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK SUITE 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | TAX PREPARATION AND COMPLIANCE | ServiceTypeTxt |
| Compensation | $58,639 | 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 | $8,100,027 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $57,332 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,157,359 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,157,359 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $122,360 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,034,999 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $401,750 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $401,750 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $401,750 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $401,750 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $401,750 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $548,733 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $548,733 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $401,750 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $395,437 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Total For Prior Years | $120,532 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $548,733 | QualifyingDistributionsAmt |
| Applied To Year1 | $395,437 | AppliedToYear1Amt |
| Applied To Prior Years | $120,532 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $32,764 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $368,986 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARY JANE ZUCCARO | ContributingManagerNm |
| Contributing Manager | ROBERT ZUCCARO | ContributingManagerNm |
| Contributing Manager | BRYNNE ZUCCARO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANDERSON UNIVERSITY ITF BREANNA POR | |||||||
| 316 BOULEVARD | ANDERSON | SC | 296214002 | NONE | I | SCHOLARSHIP PROGRAM | $14,000 |
| BENTLEY UNIVERSITY ITF JAZMINE FRED | |||||||
| 175 FOREST STREET | WALTHAM | MA | 024524713 | NONE | I | SCHOLARSHIP PROGRAM | $7,500 |
| BROWN UNIVERSITY ITF BRITTANY RAPHI | |||||||
| CONTROLLERS OFFICE BOX J | PROVIDENCE | RI | 029121893 | NONE | I | SCHOLARSHIP PROGRAM | $6,000 |
| BROWN UNIVERSITY ITF ZOE MAXWELL | |||||||
| CONTROLLERS OFFICE BOX J | PROVIDENCE | RI | 029121893 | NONE | I | SCHOLARSHIP PROGRAM | $2,000 |
| CAPSTONE CAREER DEVELOPMENT CENTER | |||||||
| 21 ORCHARD PARK DRIVE SUITE H | GREENVILLE | SC | 296153528 | NONE | I | SCHOLARSHIP PROGRAM | $1,000 |
| CHARLESTON COLLEGIATE SCHOOL | |||||||
| 2024 ACADEMY DRIVE | JOHNS ISLAND | SC | 294554437 | N/A | PC | SCHOLARSHIP FUND | $20,000 |
| CHARLESTON COLLEGIATE SCHOOL ITF JA | |||||||
| 2024 ACADEMY DRIVE | JOHNS ISLAND | SC | 294554437 | NONE | I | SCHOLARSHIP PROGRAM | $18,250 |
| CHARLESTON COLLEGIATE SCHOOL ITF TE | |||||||
| 2024 ACADEMY DRIVE | JOHNS ISLAND | SC | 294554437 | NONE | I | SCHOLARSHIP PROGRAM | $18,250 |
| CHARLESTON SOUTHERN UNIVERSITY ITF | |||||||
| 9200 UNIVERSITY BOULEVARD | NORTH CHARLESTON | SC | 294069121 | NONE | I | SCHOLARSHIP PROGRAM | $5,000 |
| CHARLESTON SOUTHERN UNIVERSITY ITF | |||||||
| 9200 UNIVERSITY BOULEVARD | NORTH CHARLESTON | SC | 294069121 | NONE | I | SCHOLARSHIP PROGRAM | $12,000 |
| CORNELL UNIVERSITY ITF EVAN VARA | |||||||
| 377 PINE TREE ROAD | ITHACA | NY | 148502820 | NONE | I | SCHOLARSHIP PROGRAM | $8,000 |
| DON BOSCO CRISTO REY HIGH SCHOOL IT | |||||||
| 1010 LARCH AVENUE | TAKOMA PARK | MD | 209126521 | NONE | I | SCHOLARSHIP PROGRAM | $5,000 |
| DON BOSCO CRISTO REY HIGH SCHOOL IT | |||||||
| 1010 LARCH AVENUE | TAKOMA PARK | MD | 209126521 | NONE | I | SCHOLARSHIP PROGRAM | $5,000 |
| DON BOSCO CRISTO REY HIGH SCHOOL IT | |||||||
| 1010 LARCH AVENUE | TAKOMA PARK | MD | 209126521 | NONE | I | SCHOLARSHIP PROGRAM | $5,000 |
| DON BOSCO CRISTO REY HIGH SCHOOL IT | |||||||
| 1010 LARCH AVENUE | TAKOMA PARK | MD | 209126521 | NONE | I | SCHOLARSHIP PROGRAM | $5,000 |
| DON BOSCO CRISTO REY HIGH SCHOOL IT | |||||||
| 1010 LARCH AVENUE | TAKOMA PARK | MD | 209126521 | NONE | I | SCHOLARSHIP PROGRAM | $5,000 |
| DON BOSCO CRISTO REY HIGH SCHOOL IT | |||||||
| 1010 LARCH AVENUE | TAKOMA PARK | MD | 209126521 | NONE | I | SCHOLARSHIP PROGRAM | $5,000 |
| FAIRFIELD COLLEGE PREPARATORY SCHOO | |||||||
| 1073 NORTH BENSON ROAD | FAIRFIELD | CT | 068245171 | NONE | I | SCHOLARSHIP PROGRAM | $5,000 |
| FAIRFIELD UNIVERSITY ITF CESAR RIVE | |||||||
| 1073 NORTH BENSON ROAD | FAIRFIELD | CT | 068245171 | NONE | I | SCHOLARSHIP PROGRAM | $5,750 |
| IONA UNIVERSITY ITF CASSANDRA MIDY | |||||||
| 715 NORTH AVENUE | NEW ROCHELLE | NY | 108011830 | NONE | I | SCHOLARSHIP PROGRAM | $12,000 |
| KENNETH SHULER SCHOOL OF COSMETOLOG | |||||||
| 1630 BROWNING ROAD | COLUMBIA | SC | 292106924 | NONE | I | SCHOLARSHIP PROGRAM | $10,000 |
| LEHIGH UNIVERSITY ITF MIA PIACENZA | |||||||
| 27 MEMORIAL DRIVE WEST | BETHLEHEM | PA | 180153027 | NONE | I | SCHOLARSHIP PROGRAM | $12,000 |
| MARIST COLLEGE ITF ANGELES VILLA | |||||||
| 3399 NORTH ROAD | POUGHKEEPSIE | NY | 126011350 | NONE | I | SCHOLARSHIP PROGRAM | $17,000 |
| NORTH GREENVILLE UNIVERSITY ITF MAR | |||||||
| 7801 NORTH TIGERVILLE ROAD | TIGERVILLE | SC | 296880000 | NONE | I | SCHOLARSHIP PROGRAM | $6,000 |
| NORTHEASTERN UNIVERSITY ITF JENNIFE | |||||||
| 360 HUNTINGTON AVENUE | BOSTON | MA | 021155005 | NONE | I | SCHOLARSHIP PROGRAM | $11,500 |
| NORWICH HIGH SCHOOL | |||||||
| 89 MIDLAND DRIVE | NORWICH | NY | 138151948 | N/A | PC | SCHOLARSHIP FUND | $25,000 |
| NORWICH UNIVERSITY ITF WENSKY PAYAN | |||||||
| 158 HARMON DRIVE | NORTHFIELD | VT | 056631000 | NONE | I | SCHOLARSHIP PROGRAM | $7,500 |
| NOTRE DAME HIGH SCHOOL | |||||||
| 220 JEFFERSON STREET | FAIRFIELD | CT | 068251062 | N/A | PC | SCHOLARSHIP FUND | $25,000 |
| NOTRE DAME HIGH SCHOOL ITF ANTHONY | |||||||
| 220 JEFFERSON STREET | FAIRFIELD | CT | 068251062 | NONE | I | SCHOLARSHIP PROGRAM | $2,000 |
| NOTRE DAME HIGH SCHOOL ITF BRIANNA | |||||||
| 220 JEFFERSON STREET | FAIRFIELD | CT | 068251062 | NONE | I | SCHOLARSHIP PROGRAM | $6,074 |
| NOTRE DAME HIGH SCHOOL ITF LIZBETH | |||||||
| 220 JEFFERSON STREET | FAIRFIELD | CT | 068251062 | NONE | I | SCHOLARSHIP PROGRAM | $3,000 |
| QUINNIPIAC UNIVERSITY ITF VERONICA | |||||||
| 275 MOUNT CARMEL AVENUE | HAMDEN | CT | 065181905 | NONE | I | SCHOLARSHIP PROGRAM | $5,000 |
| REGIS COLLEGE ITF DANIELA MAZO | |||||||
| 235 WELLESLEY STREET | WESTON | MA | 024931572 | NONE | I | SCHOLARSHIP PROGRAM | $9,000 |
| SACRED HEART UNIVERSITY | |||||||
| 5151 PARK AVENUE | FAIRFIELD | CT | 068251000 | N/A | PC | SCHOLARSHIP FUND | $28,000 |
| SACRED HEART UNIVERSITY ITF CHRISTI | |||||||
| 5151 PARK AVENUE | FAIRFIELD | CT | 068251000 | NONE | I | SCHOLARSHIP PROGRAM | $7,500 |
| SACRED HEART UNIVERSITY ITF MONICA | |||||||
| 5151 PARK AVENUE | FAIRFIELD | CT | 068251000 | NONE | I | SCHOLARSHIP PROGRAM | $7,500 |
| SACRED HEART UNIVERSITY ITF TERRI M | |||||||
| 5151 PARK AVENUE | FAIRFIELD | CT | 068251000 | NONE | I | SCHOLARSHIP PROGRAM | $8,000 |
| SCHOOL OF VISUAL ARTS ITF LINDSEY E | |||||||
| 209 EAST 23RD STREET | NEW YORK | NY | 100103901 | NONE | I | SCHOLARSHIP PROGRAM | $5,000 |
| SOUTHERN WESLEYAN UNIVERSITY ITF RY | |||||||
| 907 WESLEYAN DRIVE | CENTRAL | SC | 296309748 | NONE | I | SCHOLARSHIP PROGRAM | $8,000 |
| SWARTHMORE COLLEGE ITF GISELLE VIGI | |||||||
| 500 COLLEGE AVENUE | SWARTHMORE | PA | 190811306 | NONE | I | SCHOLARSHIP PROGRAM | $7,500 |
| TEMPLE UNIVERSITY ITF MORGAN FOSS | |||||||
| 1801 NORTH BROAD STREET | PHILADELPHIA | PA | 191226003 | NONE | I | SCHOLARSHIP PROGRAM | $15,000 |
| THE CATHOLIC UNIVERSITY OF AMERICA | |||||||
| 620 MICHIGAN AVENUE NE | WASHINGTON | DC | 200640001 | NONE | I | SCHOLARSHIP PROGRAM | $12,000 |
| THE CATHOLIC UNIVERSITY OF AMERICA | |||||||
| 620 MICHIGAN AVENUE NE | WASHINGTON | DC | 200640001 | NONE | I | SCHOLARSHIP PROGRAM | $16,000 |
| THE UNIVERSITY OF CONNECTICUT ITF J | |||||||
| I UNIVERSITY PLACE | STAMFORD | CT | 069012315 | NONE | I | SCHOLARSHIP PROGRAM | $7,500 |
| THE UNIVERSITY OF CONNECTICUT ITF M | |||||||
| 1 UNIVERSITY PLACE | STAMFORD | CT | 069012315 | NONE | I | SCHOLARSHIP PROGRAM | $10,000 |
| UNIVERSITY OF BRIDGEPORT ITF KAREN | |||||||
| 126 PARK AVENUE | BRIDGEPORT | CT | 066047620 | NONE | I | SCHOLARSHIP PROGRAM | $6,000 |
| UNIVERSITY OF MARYLAND ITF MAYLIN M | |||||||
| 7901 REGENTS DRIVE | COLLEGE PARK | MD | 207425025 | NONE | I | SCHOLARSHIP PROGRAM | $3,500 |
| UNIVERSITY OF RICHMOND ITF SERGIO A | |||||||
| 410 WESTHAMPTON WAY | RICHMOND | VA | 231730006 | NONE | I | SCHOLARSHIP PROGRAM | $8,000 |
| URSINUS COLLEGE ITF NETHMI EDIRIWEE | |||||||
| 601 EAST MAIN STREET | COLLEGEVILLE | PA | 194262509 | NONE | I | SCHOLARSHIP PROGRAM | $8,000 |
| WESTERN CAROLINA UNIVERSITY ITF ALY | |||||||
| 1 UNIVERSITY WAY | CULLOWHEE | NC | 287239646 | NONE | I | SCHOLARSHIP PROGRAM | $10,000 |
| WESTERN CAROLINA UNIVERSITY ITF KAI | |||||||
| 1 UNIVERSITY WAY | CULLOWHEE | NC | 287239646 | NONE | I | SCHOLARSHIP PROGRAM | $10,000 |
| YORK COLLEGE ITF KAIRE BANKS | |||||||
| 94-20 GUY R BREWER BOULEVARD | JAMAICA | NY | 114510001 | NONE | I | SCHOLARSHIP PROGRAM | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $486,324 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $0 | 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/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MARY JANE ZUCCARO | ||||||
| 1 | 2103 SOUTH OCEAN BOULEVARD 1B | DELRAY BEACH | FL | 334836432 | $360,000 | Yes (X) |
| REZ HOLDINGS LLC | ||||||
| 2 | 2103 SOUTH OCEAN BOULEVARD 1B | DELRAY BEACH | FL | 334836432 | $300,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION AND COMPLIANCE | CategoryTxt |
| Amt | $58,639 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $58,639 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE FOUNDATION IS MAKING AN ELECTION UNDER SECTION 53.4942(A) - 3(D)2 TO TREAT THE CURRENT YEAR DISTRIBUTION AS MADE OUT OF UNDISTRIBUTED INCOME FOR 2020. | ElectionDesc |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART VI-A, LINE 11 - SCHEDULE OF CONTROLLED ENTITIES | FormAndLineReferenceDesc |
| Medium Explanation | NAME OF CONTROLLED ENTITY - GOLDEN EAGLE GROWTH FUND OFFSHORE, LTD.EMPLOYER ID NO - N/AADDRESS - C/O OGIER GLOBAL (CAYMAN) LIMITED, 89 NEXUS WAY, CAMANA BAY, GRAND CAYMAN, KY1-9001, CAYMAN ISLANDSEXCESS BUSINESS HOLDINGS [ ] YES [X] NOTRANSFERS TO CONTROLLED ENTITY:AMOUNT OF TRANSFER - NONEDESCRIPTION OF TRANSFER - N/ATRANSFERS FROM CONTROLLED ENTITY:AMOUNT OF TRANSFER - $340,000DESCRIPTION OF TRANSFER - CASH | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | GOLDEN EAGLE GROWTH FUND OFFSHORE, LTD. | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $6,260,338 | BookValueAmt |
| EOYFMV | $6,260,338 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $6,724,444 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $189 | $0 | $189 |
| FILING FEES | $188 | $0 | $188 |
| OFFICE AND OTHER EXPENSES | $2,985 | $0 | $2,985 |
| OTHER INVESTMENT EXPENSES | $10,244 | $10,244 | $0 |
| PENALTIES AND INTEREST | $5,932 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REZ HOLDINGS LLC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2103 SOUTH OCEAN BOULEVARD 1B | AddressLine1Txt |
| City | DELRAY BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334836432 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $103,607 | $0 | $0 |
| FEDERAL UBI TAX | $285,000 | $0 | $0 |
| STATE UBI TAX | $45,931 | $0 | $0 |