THE MONA & EDWARD ZANDER FAMILY: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE MONA & EDWARD ZANDER FAMILY (EIN 77-0528781)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-11
- IRS object ID
- 202231319349106178
- Schema version
- 2020v4.2
- 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 Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-11T17:10:07-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | 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 | 99 WOOD AVENUE SOUTH | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770528781 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MONA & EDWARD ZANDER FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MONA | 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 | CFO & SECRETARY | PersonTitleTxt |
| Phone | 4158948000 | PhoneNum |
| Signature | 2022-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EDWARD | PersonFirstNm |
| Person Last | ZANDER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MIKE SALES | PreparerPersonNm |
| PTIN | P01770943 | PTIN |
| Phone | 7325164200 | PhoneNum |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $9,391,024 | 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 | $4,186,940 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $131,758 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $131,758 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $196,710 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,294,630 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,232,087 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,515,408 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,363,845 | 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 | $5,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,575 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,575 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $105,769 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $342 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $342 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $129,261 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,575 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,917 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,162,283 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,162,283 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,291,544 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,575 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,165,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,223,864 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,343,270 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,886 | CashBOYAmt |
| Cash EOY | $5,845 | CashEOYAmt |
| Cash EOYFMV | $5,845 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $536,047 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $620,424 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $620,424 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $4,254,837 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,394,365 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,764,755 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,796,770 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,020,634 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,391,024 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,796,770 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,020,634 | 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 | $4,796,770 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,020,634 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,796,770 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,020,634 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,796,770 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,223,864 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,020,634 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,020,634 | 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 | $5,218,261 | $1,062,543 | $4,155,718 | $4,155,718 | |
| CAPITAL GAINS DIVIDENDS | $76,369 | $76,369 | $76,369 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,232,087 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $60,371 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $60,371 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $60,371 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $83,438 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $103,438 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $250 | EsPenaltyAmt |
| Overpayment | $42,817 | OverpaymentAmt |
| Applied To ES Tax | $42,817 | 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 | CA | 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 (2 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 | CFO & SECRETARY | 1.00 | $0 | $0 | $0 |
| EDWARD ZANDER | ||||||||
| PO BOX 4620 | KETCHUM | ID | 83340 | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,421,572 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,286,994 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $924,185 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,632,751 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,632,751 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $129,491 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,503,260 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $425,163 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $425,163 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $60,371 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $60,371 | TotalTaxAmt |
| Distributable Before Adj | $364,792 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $364,792 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $364,792 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,165,200 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,165,200 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,165,200 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $364,792 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $88,469 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $513,054 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $498,723 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $612,624 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $918,763 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,631,633 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,165,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $364,792 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $800,408 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,432,041 | 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 | $88,469 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,343,572 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $513,054 | ExcessFromYear4Amt |
| Excess From Year3 | $498,723 | ExcessFromYear3Amt |
| Excess From Year2 | $612,624 | ExcessFromYear2Amt |
| Excess From Year1 | $918,763 | ExcessFromYear1Amt |
| Excess From Current Year | $800,408 | 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 (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AIR FORCE ACADEMY FOUNDATION | |||||||
| 3116 ACADEMY DRIVE | USAF ACADEMY | CO | 80840 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| ALL STARS HELPING KIDS | |||||||
| 4675 STEVENS CREEK BLVD STE 125 | SANTA CLARA | CA | 95051 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| AMERICAN CANCER SOCIETY | |||||||
| 3380 CHASTAIN MEADOWS PKWY NW STE | KENNESAW | GA | 30144 | PC | GENERAL OPERATING SUPPORT | $10,000 | 200 |
| BETWEEN FRIENDS OUTREACH | |||||||
| 100 MECHANICS STREET | DOYLESTOWN | PA | 18901 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| BIGHORN BEHIND A MIRACLE | |||||||
| 255 PALOWET DRIVE | PALM DESERT | CA | 92260 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| BOSTON UNIVERSITY | |||||||
| 881 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | PC | GENERAL OPERATING SUPPORT | $12,500 | |
| BOYS AND GIRLS CLUB OF MONTEREY | |||||||
| PO BOX 97 | SEASIDE | CA | 93955 | PC | GENERAL OPERATING SUPPORT | $54,500 | |
| BUCKINGHAM FRIENDS SCHOOL | |||||||
| PO BOX 159 | LAHASKA | PA | 18931 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA | |||||||
| PO BOX HH | MONTEREY | CA | 93942 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| CONGREGATION BETH ISRAEL | |||||||
| 5716 CARMEL VALLEY ROAD | CARMEL | CA | 93923 | PC | GENERAL OPERATING SUPPORT | $11,440 | |
| CURIODYSSEY | |||||||
| 1651 COYOTE POINT DR | SAN MATEO | CA | 94401 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| EISENHOWER MEDICAL CENTER | |||||||
| 39000 BOB HOPE DR | RANCHO MIRAGE | CA | 92270 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| FOOD BANK OF MONTEREY COUNTY | |||||||
| 815 WEST ROSSI STREET | SALINAS | CA | 93907 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| FUTURE CITIZENS FOUNDATION | |||||||
| 945 S MAIN ST SUITE 210 | SALINAS | CA | 93901 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| GLAUCOMA RESEARCH FOUNDATION | |||||||
| 251 POST STREET SUITE 600 | SAN FRANCISCO | CA | 94108 | PC | GENERAL OPERATING SUPPORT | $73,000 | |
| GOLDEN GATE SALMON ASSOCIATION | |||||||
| PO BOX 320096 | SAN FRANCISCO | CA | 94132 | PC | GENERAL OPERATING SUPPORT | $3,250 | |
| HELPING FRIENDLY FARM INC | |||||||
| 3240 CREAMERY RD | NEW HOPE | PA | 18938 | PC | GENERAL OPERATING SUPPORT | $125,000 | |
| LAFAYETTE COLLEGE | |||||||
| 70 SULLIVAN ROAD | EASTON | PA | 18042 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH | |||||||
| 400 HAMILTON AVE STE 340 | PALO ALTO | CA | 94301 | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| MAMA'S HOUSE | |||||||
| PO BOX 1816 | PALM DESERT | CA | 92261 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| MAYO CLINIC | |||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55905 | PC | GENERAL OPERATING SUPPORT | $300,000 | |
| MCCALLUM THEATRE FOUNDATION | |||||||
| 73000 FRED WARING DR | PALM DESERT | CA | 92260 | PC | GENERAL OPERATING SUPPORT | $8,740 | |
| MIDDLEBURY INSTITUTE OF INTERNATIONAL STUDIES AT MONTEREY | |||||||
| 460 PIERCE ST | MONTEREY | CA | 93940 | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| MONTEREY BAY AQUARIUM FOUNDATION | |||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| NORTH DAKOTA STATE UNIVERSITY FOUNDATION | |||||||
| 1241 N UNIVERSITY DRIVE | FARGO | ND | 58102 | PC | GENERAL OPERATING SUPPORT | $21,053 | |
| PIED PIPER PLAYERS INC | |||||||
| PO BOX 1996 | BURLINGAME | CA | 94011 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| READ WITH ME | |||||||
| PO BOX 1016 | RANCHO MIRAGE | CA | 92270 | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| ROBERT LOUIS STEVENSON SCHOOL | |||||||
| 3152 FOREST LAKE ROAD | PEBBLE BEACH | CA | 93953 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| SACRED HEART CHURCH | |||||||
| 22 STONE ST | SALINAS | CA | 93901 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| SALVATION ARMY | |||||||
| 1491 CONTRA COSTA STREET | SEASIDE | CA | 93955 | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| SAN FRANCISCO MOMA | |||||||
| 151 3RD ST | SAN FRANCISCO | CA | 94103 | PC | GENERAL OPERATING SUPPORT | $300 | |
| SAN FRANCISCO OPERA ASSOCIATION | |||||||
| 301 VAN NESS AVENUE | SAN FRANCISCO | CA | 94102 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| SPCA OF MONTEREY COUNTY | |||||||
| PO BOX 3058 | MONTEREY | CA | 93942 | PC | GENERAL OPERATING SUPPORT | $6,000 | |
| SUN VALLEY SUMMER SYMPHONY | |||||||
| PO BOX 1914 | SUN VALLEY | ID | 83353 | PC | GENERAL OPERATING SUPPORT | $12,500 | |
| THE CAREY SCHOOL | |||||||
| ONE CAREY SCHOOL LANE | SAN MATEO | CA | 94403 | PC | GENERAL OPERATING SUPPORT | $22,500 | |
| THE TATNALL SCHOOL | |||||||
| 1501 BARLEY MILL ROAD | WILMINGTON | DE | 19807 | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| UCSF FOUNDATION | |||||||
| 220 MONTGOMERY ST FL 5 | SAN FRANCISCO | CA | 94014 | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,162,283 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $131,758 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $196,710 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $328,468 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $328,468 | 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 | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| EDWARD AND MONA ZANDER | |||||||
| 1 | PO BOX 4620 | KETCHUM | ID | 83340 | $4,036,800 | Yes (X) | Yes (X) |
| EDWARD AND MONA ZANDER TRUST | |||||||
| 2 | PO BOX 4620 | KETCHUM | ID | 83340 | $150,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 80,000 SHARES OF PINTEREST @ $50.46/SH | NoncashPropertyDesc |
| Fair Market Value | $4,036,800 | FairMarketValueAmt |
| Received | 2020-10-26 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,150 | Amt |
| Net Investment Income | $2,575 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,575 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (22 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMERICAN FD EUROPACIFIC | AT COST | $299,756 | $438,036 |
| AMERICAN FD MUTUAL FD CL F2 | AT COST | $376,073 | $459,162 |
| BLACKROCK EVENT DRIVEN EQTY FD | AT COST | $231,373 | $258,195 |
| BLACKROCK GLOBAL | AT COST | $469,974 | $565,251 |
| BLACKSTONE ALT MULTI STRAT FD INST | AT COST | $466,998 | $501,496 |
| BROWN CAP MGMT SMALL CO | AT COST | $150,737 | $226,662 |
| DELAWARE EMERGING MKTS | AT COST | $213,999 | $331,165 |
| DODGE & COX INTL STOCK | AT COST | $348,392 | $465,783 |
| DRIEHAUS EMRG MKTS GWTH FD | AT COST | $260,011 | $337,701 |
| GT OFFSHORE LTD | AT COST | $500,000 | $524,185 |
| HARBOR SMALL CAP VALUE FUND INST CL | AT COST | $163,480 | $229,406 |
| IMGP ALTERNATIVE STRATEGIES | AT COST | $472,475 | $511,241 |
| MFS DIVERSIFIED INCOME FD CL I | AT COST | $510,931 | $566,313 |
| NUANCE MID CAP VALUE FD INST | AT COST | $300,000 | $324,165 |
| PARAMETRIC COMMODITY STRATEGY INSTL | AT COST | $212,000 | $235,811 |
| T ROWE PRICE INTL DISCOVERY FUND | AT COST | $210,000 | $234,785 |
| T ROWE PRICE LARGE CAP GROWTH INST | AT COST | $270,037 | $472,587 |
| T ROWE PRICE MID-CAP GRWTH | AT COST | $310,000 | $332,812 |
| TEMPLETON INST FOREIGN SM COMP INST | AT COST | $210,000 | $239,207 |
| VANGUARD SHORT TERM | AT COST | $876,806 | $912,237 |
| VIRTUS ALLIANZGI WATER INST | AT COST | $141,323 | $198,555 |
| CARLYLE TACTICAL PRIVATE CREDIT INVESTMENT | AT COST | $400,000 | $400,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE FEES | $32 | $0 | $32 |
| FILING FEES | $310 | $0 | $310 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FINANCIAL ADVISORY FEES | CategoryTxt |
| Amt | $18,000 | Amt |
| Net Investment Income | $18,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $105,769 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |