LAZORD FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LAZORD FOUNDATION (EIN 46-3535019)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-03
- IRS object ID
- 202241239349100809
- 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
- Expenditure Responsibility Stmt
- Expln Of Non Filing With AG Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-03T08:09:11-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222746484 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZOOK DINON PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 509 S LENOLA ROAD BLDG 1 | AddressLine1Txt |
| City | MOORESTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08057 | 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 | 463535019 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAZORD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAZO | BusinessNameControlTxt |
| Phone | 8563801131 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 292 NEWBURY STREET 527 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNA MANICE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8563801131 | PhoneNum |
| Signature | 2022-04-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANNA | PersonFirstNm |
| Person Last | MANICE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN D ZOOK CPA | PreparerPersonNm |
| PTIN | P00178140 | PTIN |
| Phone | 8562340900 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $984,214 | 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 | $267,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $514 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $514 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,851 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,851 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,515 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $171,169 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,515 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,493 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,907 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $310,373 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $42,787 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $40,139 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,781 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,840 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,416 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,888 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $50,176 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,888 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $291,630 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $291,630 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $341,806 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,888 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $291,630 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$31,433 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,899 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,996 | CashBOYAmt |
| Cash EOY | $4,414 | CashEOYAmt |
| Cash EOYFMV | $4,414 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $702,204 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $178,084 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $178,088 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $140,180 | CorporateStockBOYAmt |
| Corporate Stock EOY | $433,730 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $583,070 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $208,719 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $218,642 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $856,380 | TotalAssetsBOYAmt |
| Total Assets EOY | $824,947 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $984,214 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $856,380 | RetainedEarningBOYAmt |
| Retained Earning EOY | $824,947 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $856,380 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $824,947 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $856,380 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $824,947 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $856,380 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$31,433 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $824,947 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $824,947 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 7 SHS ALPHABET INC. | P | 2018-01-23 | 2020-11-12 | $12,225 | $8,200 | $4,025 | $4,025 |
| 75 SHS CHEVRON CORP. | P | 2020-08-31 | 2020-11-12 | $6,031 | $6,334 | -$303 | -$303 |
| 10 SHS L3HARRIS TECHNOLOGIES INC. | P | 2020-06-24 | 2020-11-12 | $1,879 | $1,694 | $185 | $185 |
| 40 SHS MICROSOFT CORP. | P | 2018-01-23 | 2020-11-12 | $8,619 | $3,672 | $4,947 | $4,947 |
| 50 SHS ALIBABA GROUP HLDG LTD. | P | 2020-07-14 | 2020-12-28 | $11,151 | $12,399 | -$1,248 | -$1,248 |
| 7 SHS ALPHABET INC. | P | 2021-05-05 | $16,453 | $8,200 | $8,253 | $8,253 | |
| 20 SHS DISNEY WALT CO | P | 2021-05-05 | $3,720 | $2,287 | $1,433 | $1,433 | |
| 70 SHS KKR & CO INC | P | 2021-05-05 | $3,960 | $2,426 | $1,534 | $1,534 | |
| 25 SHS MICROSOFT CORP | P | 2021-05-05 | $6,292 | $2,295 | $3,997 | $3,997 | |
| 15 SHS PAYPAL HOLDINGS INC | P | 2021-05-05 | $3,875 | $2,572 | $1,303 | $1,303 | |
| 114 SHS VONTIER CORP | P | 2021-05-05 | $3,654 | $3,029 | $625 | $625 | |
| 5930.596 SHS WESTERN ASSET CORE | P | 2021-05-10 | $78,402 | $81,185 | -$2,783 | -$2,783 | |
| 3 SHS ALPHABET INC | P | 2021-05-12 | $6,901 | $3,514 | $3,387 | $3,387 | |
| 10 SHS DISNEY WALT CO | P | 2021-05-12 | $1,846 | $1,143 | $703 | $703 | |
| 17 SHS MICROSOFT CORP | P | 2021-05-12 | $4,220 | $1,561 | $2,659 | $2,659 | |
| ENTERPRISE PRODUCTS PARTNERS | P | $2 | -$2 | -$2 | |||
| ENTERPRISE PRODUCTS PARTNERS | P | $338 | $338 | $338 | |||
| FORTRESS TRANSPORTATION & INFRASTRUCTURE | P | $1,141 | -$1,141 | -$1,141 | |||
| CAPITAL GAINS DIVIDENDS | P | $1,603 | $1,603 | $1,603 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,515 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $527 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $527 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $527 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $232 | 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 | $232 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $3 | EsPenaltyAmt |
| Tax Due | $298 | TaxDueAmt |
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 |
| Form990 PF Filed With Atty Gen | 0 | 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 | LAZORDFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ZOOK DINON PA | IndividualWithBooksNm |
| Phone | 8562340900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 509 S LENOLA RD BLDG 1 | AddressLine1Txt |
| City | MOORESTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08057 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| ANNA MANICE | ||||||||
| 25 WILSON ROAD | WALTHAM | MA | 02452 | PRESIDENT OF BOARD | 10.00 | $0 | $0 | $0 |
| JOHN D ZOOK | ||||||||
| 509 S LENOLA ROAD BLDG 1 | MOORESTOWN | NJ | 08057 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| ZAINA AWAD MALHOTRA | ||||||||
| 5430 N SHERIDAN ROAD APT 702 | CHICAGO | IL | 60640 | DIRECTOR | 0.25 | $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 | $707,389 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $263,462 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $970,851 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $970,851 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,563 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $956,288 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,814 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,814 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $527 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $527 | TotalTaxAmt |
| Distributable Before Adj | $47,287 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $47,287 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $47,287 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $291,630 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $291,630 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $291,630 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,287 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $246,215 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $233,226 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $479,441 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $291,630 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $47,287 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $244,343 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $723,784 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $723,784 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $246,215 | ExcessFromYear2Amt |
| Excess From Year1 | $233,226 | ExcessFromYear1Amt |
| Excess From Current Year | $244,343 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANNA MANICE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN UNIVERSITY IN CAIRO | ||||||||||
| 420 FIFTH AVE 3RD FLOOR | NEW YORK | NY | 10018 | PC | TO PROVIDE PROGRAMMATIC,EDUCATIONAL AND FINANCIAL SUPPORT TO THE LAZORD FELLOWSHIP HOST ORGANIZATIONS. THE LAZORD FELLOWSHIP IS A ONE YEAR PROGRAM IMPROVING CIVIC SKILLS AND EMPLOYABILITY AMONGST YOUNG GRADUATES THROUGH A ONE YEAR PLACEMENT, TRAINING, AND MENTORSHIP BY THE CHAPTER HOSTS AND THE FOUNDATION. | $4,314 | ||||
| INJAZ | ||||||||||
| PF | TO PROVIDE PROGRAMMATIC,EDUCATIONAL AND FINANCIAL SUPPORT TO THE LAZORD FELLOWSHIP HOST ORGANIZATIONS. THE LAZORD FELLOWSHIP IS A ONE YEAR PROGRAM IMPROVING CIVIC SKILLS AND EMPLOYABILITY AMONGST YOUNG GRADUATES THROUGH A ONE YEAR PLACEMENT, TRAINING, AND MENTORSHIP BY THE CHAPTER HOSTS AND THE FOUNDATION. | $178,368 | PO BOX 910542 | AMMAN | JO | 11191 | ||||
| UNION DE TUNISIENS INDEPENDANTS POUR LA LIBERTE | ||||||||||
| PF | TO PROVIDE PROGRAMMATIC,EDUCATIONAL AND FINANCIAL SUPPORT TO THE LAZORD FELLOWSHIP HOST ORGANIZATIONS. THE LAZORD FELLOWSHIP IS A ONE YEAR PROGRAM IMPROVING CIVIC SKILLS AND EMPLOYABILITY AMONGST YOUNG GRADUATES THROUGH A ONE YEAR PLACEMENT, TRAINING, AND MENTORSHIP BY THE CHAPTER HOSTS AND THE FOUNDATION. | $108,948 | 26 RUE EL AACHA | CITE EL MAHRAJENE | TS | 1082 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $291,630 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM K-1 - FORTRESS TRANSPORATION AND INFRASTRUCTURE INVESTORS LLC | Desc |
| Business | 480000 | BusinessCd |
| Unrelated Business Taxbl Incm | $586 | UnrelatedBusinessTaxblIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $514 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,851 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $2,907 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $29,515 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $586 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $42,787 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $43,373 | 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 |
|---|---|---|---|---|---|---|
| ANNA M MANICE | ||||||
| 1 | 292 NEWBURY ST 527 | BOSTON | MA | 02115 | $28,000 | Yes (X) |
| HILLSIDE CAPITAL INC | ||||||
| 2 | 201 TRESSER BLVD SUITE 300 | STAMFORD | CT | 06901 | $237,000 | Yes (X) |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt |
|---|---|---|---|---|---|---|---|---|
| INJAZ FOR THE CREATION OF OPPORTUNITIES FOR JORDAN YOUTH | ||||||||
| IBRAHIM AYOUB STREET FOURTH CIRCLE | JABBAL AMMAN | JO | 2020-11-25 | $134,195 | FUND ONE FISCAL YEAR OF EDUCATIONAL FELLOWSHIP BY PROVIDING TO RECIPIENTS CLASSROOM INSTRUCTION, MENTORSHIPS, COMMUNITY TRAININGS, NETWORKING OPPORTUNITIES, AND A STIPEND TO WORK OR INTERN IN THE CIVIC SECTOR FOR ONE YEAR. | $134,195 | 11/03/21 | 2021-11-03 |
| INJAZ FOR THE CREATION OF OPPORTUNITIES FOR JORDAN YOUTH | ||||||||
| IBRAHIM AYOUB STREET FOURTH CIRCLE | JABBAL AMMAN | JO | 2021-04-28 | $44,173 | FUND ONE FISCAL YEAR OF EDUCATIONAL FELLOWSHIP BY PROVIDING TO RECIPIENTS CLASSROOM INSTRUCTION, MENTORSHIPS, COMMUNITY TRAININGS, NETWORKING OPPORTUNITIES, AND A STIPEND TO WORK OR INTERN IN THE CIVIC SECTOR FOR ONE YEAR. | $44,173 | 11/03/21 | 2021-11-03 |
| ASSOCIATION UNION DES TUNISIENS INDEPENDANTS POUR LA LIBERTE | ||||||||
| 26 RUE EL AACHA | CITE EL MAHRAJENE | TS | 2020-09-01 | $66,842 | FUND ONE FISCAL YEAR OF EDUCATIONAL FELLOWSHIP BY PROVIDING TO RECIPIENTS CLASSROOM INSTRUCTION, MENTORSHIPS, COMMUNITY TRAININGS, NETWORKING OPPORTUNITIES, AND A STIPEND TO WORK OR INTERN IN THE CIVIC SECTOR FOR ONE YEAR. | $66,842 | 11/16/21 | 2021-11-16 |
| ASSOCIATION UNION DES TUNISIENS INDEPENDANTS POUR LA LIBERTE | ||||||||
| 26 RUE EL AACHA | CITE EL MAHRAJENE | TS | 2021-04-28 | $42,106 | FUND ONE FISCAL YEAR OF EDUCATIONAL FELLOWSHIP BY PROVIDING TO RECIPIENTS CLASSROOM INSTRUCTION, MENTORSHIPS, COMMUNITY TRAININGS, NETWORKING OPPORTUNITIES, AND A STIPEND TO WORK OR INTERN IN THE CIVIC SECTOR FOR ONE YEAR. | $42,106 | 11/16/21 | 2021-11-16 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE STATE OF DELAWARE REQUIRES FORM 990-PF TO BE FURNISHED TO THE DIVISION OF REVENUE IF ACTIVITIES ARE CONDUCTED WITHIN THE STATE. AS THE LAZORD FOUNDATION DOES NOT CONDUCT ACTIVITIES IN THE STATE OF DELAWARE, FORM 990-PF IS NOT REQUIRED TO BE SUBMITTED. | ExplanationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | GRANTS TO ORGANIZATIONS REQUIRING EXPENDITURE RESPONSIBILITY | IdentifierTxt |
| Form And Line Reference | FORM 990-PF PART XV LINE 3 GRANTS / CONTRIBUTIONS PAID DURING THE YEAR | FormAndLineReferenceDesc |
| Medium Explanation | DURING FYE 6/30/21, LAZORD FOUNDATION MADE CONTRIBUTIONS TO INJAZ AND UNION DE TUNISIENS INDEPENDANTS POUR LA LIBERTE. THESE ENTITIES ARE ORGANIZATIONS NOT DESCRIBED IN SECTION 4945(D)(4)(A). AS SUCH, THE CONTRIBUTIONS RELATED TO THESE ENTITIES REQUIRED THE FOUNDATION TO MAINTAIN EXPENDITURE RESPONSIBILITY FOR THE GRANTS IN ORDER TO CLAIM AN EXEMPTION FROM THE FORM 4720 EXCISE TAX. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC | $22,075 | $48,836 |
| MICROSOFT CORP | $16,523 | $48,762 |
| CVS HEALTH CORP | $18,921 | $25,032 |
| INTERCONTINENTAL EXCHANGE INC | $20,509 | $26,708 |
| JOHNSON & JOHNSON | $20,163 | $22,405 |
| L3HARRIS TECHNOLOGIES INC | $15,085 | $19,454 |
| PAYPAL HOLDINGS INC | $21,908 | $37,892 |
| AMAZON.COM INC | $21,419 | $24,081 |
| APPLE INC | $19,082 | $21,914 |
| BOOKING HLDGS INC | $17,385 | $21,881 |
| CHEVRON CORP | $10,556 | $13,093 |
| CISCO SYS INC | $11,581 | $15,900 |
| CSX CORP | $18,371 | $23,098 |
| DISNEY WALT CO | $17,149 | $26,366 |
| MERCK & CO INC | $16,446 | $15,684 |
| MORGAN STANLEY | $6,924 | $11,461 |
| NEXTERA ENERGY INC | $16,937 | $17,587 |
| PROLOGIS INC | $15,049 | $17,930 |
| SALESFORCE COM INC | $16,047 | $15,878 |
| TEXAS INSTRS INC | $9,133 | $9,615 |
| CHEWY INC | $9,429 | $7,971 |
| FORTIVE CORP. | $17,488 | $19,876 |
| KKR & CO INC | $16,633 | $28,435 |
| ORGANON & CO | $0 | $605 |
| TELADOC HEALTH INC | $18,988 | $14,966 |
| VULCAN MATLS CO | $12,373 | $15,666 |
| ACCENTURE PLC | $15,157 | $20,635 |
| ALIBABA GROUP HLDG LTD | $12,399 | $11,339 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD SMALL CAP ETF | AT COST | $15,576 | $22,528 |
| ISHARES MSCI JAPAN ETF | AT COST | $14,763 | $16,885 |
| VANGUARD FTSE EUROPE ETF | AT COST | $14,976 | $18,497 |
| PGIM ULTRA SHORT BD ETF | AT COST | $78,933 | $78,854 |
| WESTERN ASSET CORE BD PORT | AT COST | $84,471 | $81,878 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $40,139 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MANAGEMENT FEES | $2,376 | $2,184 | $0 | $0 |
| FROM K-1 - FORTRESS TRANSPORTATION AND INFRASTRUCTURE INVESTORS LLC | $2,704 | $2,704 | $0 | $0 |
| FROM K-1 - ENTERPRISE PRODUCTS PARTNERS | $336 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FROM K-1 - FORTRESS TRANSPORTATION & INFRASTRUCTURE | $2,907 | $2,907 | |
| FROM K-1 - FORTRESS TRANSPORATION AND INFRASTRUCTURE INVESTORS LLC | $586 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $1,781 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |