LAZORD FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LAZORD FOUNDATION (EIN 46-3535019)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-13
- IRS object ID
- 202131339349102698
- Schema version
- 2019v5.2
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-13T16:02:09-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | 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 | 2019-07-01 | 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 | 2021-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN D ZOOK CPA | PreparerPersonNm |
| PTIN | P00178140 | PTIN |
| Phone | 8562340900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $896,372 | 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 | $280,225 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6,027 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,027 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,082 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,082 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,272 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $802,353 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,272 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11,133 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,188 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $312,739 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,569 | 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 | $93,923 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $3,520 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,926 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,890 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $110,369 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,890 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $285,349 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $285,349 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $395,718 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,890 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $285,349 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$82,979 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,679 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,021 | CashBOYAmt |
| Cash EOY | $13,996 | CashEOYAmt |
| Cash EOYFMV | $13,996 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $260,190 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $702,204 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $702,251 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $474,430 | CorporateStockBOYAmt |
| Corporate Stock EOY | $140,180 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $180,125 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $200,318 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $954,959 | TotalAssetsBOYAmt |
| Total Assets EOY | $856,380 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $896,372 | 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 | $954,959 | RetainedEarningBOYAmt |
| Retained Earning EOY | $856,380 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $954,959 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $856,380 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $954,959 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $856,380 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $954,959 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$82,979 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $871,980 | SubtotalAmt |
| Other Decreases | $15,600 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $856,380 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| 1225 SHS BLACKSTONE GROUP INC | P | 2020-02-26 | $71,489 | $42,683 | $28,806 | $28,806 | |
| 650 SHS META FINANCIAL | P | 2020-02-26 | $25,021 | $14,194 | $10,827 | $10,827 | |
| 345 SHS BLACKSTONE GROUP INC | P | 2020-02-27 | $19,887 | $10,802 | $9,085 | $9,085 | |
| 1910 SHS ENTERPRISE PRODUCTS PARTNERS | P | 2020-02-27 | $46,566 | $36,400 | $10,166 | $10,166 | |
| 2 SHS ALPHABET INC | P | 2020-03-02 | $2,708 | $2,342 | $366 | $366 | |
| 173 SHS ARES CAP CORP | P | 2020-03-02 | $2,984 | $2,843 | $141 | $141 | |
| 52 SHS BLACKSTONE GROUP INC | P | 2020-03-02 | $2,768 | $1,576 | $1,192 | $1,192 | |
| 199 SHS FORTRESS TRANSPOTATION & INFRASTRUCTURE | P | 2020-03-02 | $3,586 | $3,700 | -$114 | -$114 | |
| 47 SHS ISHARES CORE S&P 500 ETF | P | 2020-03-02 | $14,366 | $13,405 | $961 | $961 | |
| 148 SHS META FINANCIAL GROUP | P | 2020-03-02 | $5,035 | $3,232 | $1,803 | $1,803 | |
| 13 SHS MICROSOFT CORP | P | 2020-03-02 | $2,157 | $1,193 | $964 | $964 | |
| 7 SHS VISA INC | D | 2020-03-02 | $1,282 | $483 | $799 | $799 | |
| 1003 SHS BLACKSTONE GROUP INC | P | 2020-03-10 | $53,175 | $26,394 | $26,781 | $26,781 | |
| 913 SHS ISHARES CORE S&P 500 ETF | P | 2020-03-23 | $219,229 | $254,547 | -$35,318 | -$35,318 | |
| 130 SHS VISA INC | D | 2020-03-23 | $18,967 | $8,977 | $9,990 | $9,990 | |
| 3352 SHS ARES CAP CORP | P | 2020-04-03 | $33,773 | $53,805 | -$20,032 | -$20,032 | |
| 999 SHS META FINANCIAL GROUP | P | 2020-05-14 | $14,884 | $21,816 | -$6,932 | -$6,932 | |
| 3861 SHS FORTRESS TRANSPORTATION & INFRASTRUCTURE | P | 2020-06-24 | $44,519 | $74,712 | -$30,193 | -$30,193 | |
| 1878 SHS META FINANCIAL GROUP | P | 2020-06-24 | $33,425 | $41,011 | -$7,586 | -$7,586 | |
| ENTERPRISE PRODUCTS PARTNERS | P | $57 | -$57 | -$57 | |||
| BLACKSTONE GROUP LP | P | $12 | $12 | $12 | |||
| BLACKSTONE GROUP LP | P | $618 | $618 | $618 | |||
| BLACKSTONE GROUP LP | P | $19 | $19 | $19 | |||
| FORTRESS TRANSPORTATION & INFRASTRUCTURE | P | $974 | $974 | $974 | |||
| UNITED STATES TREASURY BILL | P | 2020-06-11 | $184,909 | $184,909 | $0 | $0 | 2019-12-12 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,272 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $297,441 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,043,704 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.284986 | DistributionYr1Rt |
| Total Distribution | 0.284986 | TotalDistributionRt |
| Average Distribution | 0.284986 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,050,746 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $299,448 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $207 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $299,655 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $285,349 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $414 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $414 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $414 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $640 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $640 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $226 | OverpaymentAmt |
| Applied To ES Tax | $226 | 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 |
| 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 | JOHN D ZOOK | 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 | $613,288 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $453,459 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,066,747 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,066,747 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,001 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,050,746 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $52,537 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $52,537 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $414 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $414 | TotalTaxAmt |
| Distributable Before Adj | $52,123 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $52,123 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $52,123 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $285,349 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $285,349 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $285,349 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,123 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $246,215 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $246,215 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $285,349 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $52,123 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $233,226 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $479,441 | 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 | $479,441 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $246,215 | ExcessFromYear1Amt |
| Excess From Current Year | $233,226 | 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. | $4,982 | ||||
| INJAZ | ||||||||||
| 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. | $202,039 | PO BOX 910542 | AMMAN | JO | 11191 | ||||
| UNION DE TUNISIENS INDEPENDANTS POUR LA LIBERTE | ||||||||||
| 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. | $78,328 | 26 RUE EL AACHA | CITE EL MAHRAJENE | TS | 1082 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $285,349 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| FROM K-1 - FORTRESS TRANSPORATION AND INFRASTRUCTURE INVESTORS LLC | 480000 | $4,886 |
| FROM K-1 - THE BLACKSTONE GROUP LP | 523000 | $59 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,027 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,082 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,188 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,272 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $4,945 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $27,569 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $32,514 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ANNA M MANICE | |||||||
| 1 | 292 NEWBURY ST 527 | BOSTON | MA | 02115 | $60,000 | Yes (X) | |
| HILLSIDE CAPITAL INC | |||||||
| 2 | 201 TRESSER BLVD SUITE 300 | STAMFORD | CT | 06901 | $175,000 | Yes (X) | |
| JOHN N IRWIN III | |||||||
| 3 | 58 CLIFFDALE ROAD | GREENWICH | CT | 06831 | $45,225 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 3 | 137 SHARES VISA INC. | $25,060 | 2019-12-10 |
| 3 | 136 SHARES JOHNSON & JOHNSON INC. | $20,165 | 2020-05-05 |
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 | 2019-12-11 | $171,630 | 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. | $171,630 | 12/15/20 | 2020-12-15 |
| INJAZ FOR THE CREATION OF OPPORTUNITIES FOR JORDAN YOUTH | ||||||||
| IBRAHIM AYOUB STREET FOURTH CIRCLE | JABBAL AMMAN | JO | 2020-04-17 | $30,409 | 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. | $30,409 | 12/15/20 | 2020-12-15 |
| ASSOCIATION UNION DES TUNISIENS INDEPENDANTS POUR LA LIBERTE | ||||||||
| 26 RUE EL AACHA | CITE EL MAHRAJENE | TS | 2019-08-28 | $62,064 | 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. | $62,064 | 12/15/20 | 2020-12-15 |
| ASSOCIATION UNION DES TUNISIENS INDEPENDANTS POUR LA LIBERTE | ||||||||
| 26 RUE EL AACHA | CITE EL MAHRAJENE | TS | 2020-06-16 | $16,264 | 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. | $16,264 | 12/15/20 | 2020-12-15 |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC | $41,990 | $52,468 |
| MICROSOFT CORP | $24,050 | $53,319 |
| META FINANCIAL GROUP INC | $0 | $94 |
| CVS HEALTH CORP | $12,571 | $12,994 |
| INTERCONTINENTAL EXCHANGE INC | $13,657 | $13,740 |
| JOHNSON & JOHNSON | $20,165 | $19,126 |
| L3HARRIS TECHNOLOGIES INC | $13,556 | $13,574 |
| PAYPAL HOLDINGS INC | $14,191 | $14,810 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $93,923 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BUILT-IN TAX GAIN ON CONTRIBUTION | Desc |
| Amt | $15,600 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MANAGEMENT FEES | $2,665 | $2,665 | $0 | $0 |
| FROM K-1 - FORTRESS TRANSPORTATION AND INFRASTRUCTURE INVESTORS LLC | $4,166 | $4,166 | $0 | $0 |
| FROM K-1 - THE BLACKSTONE GROUP LP | $77 | $59 | $0 | $0 |
| FROM K-1 - ENTERPRISE PRODUCTS PARTNERS | $6,018 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FROM K-1 - THE BLACKSTONE GROUP LP | $9 | $9 | |
| FROM K-1 - THE BLACKSTONE GROUP LP | $118 | $118 | |
| FROM K-1 - FORTRESS TRANSPORTATION AND INFRASTRUCTURE INVESTORS LLC | $6,061 | $6,061 | |
| FROM K-1 - FORTRESS TRANSPORATION AND INFRASTRUCTURE INVESTORS LLC | $4,886 | $0 | $0 |
| FROM K-1 - THE BLACKSTONE GROUP LP | $59 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $3,520 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |