LAZORD FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LAZORD FOUNDATION (EIN 46-3535019)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-06-18
- IRS object ID
- 202011709349101101
- Schema version
- 2018v3.1
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-18T10:31:24-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | 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 | 2018-07-01 | 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 | 2020-06-12 | 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 | 2018 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return Former Pub Chrty | Yes (X) | InitialReturnFormerPubChrtyInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,042,105 | 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 | $185,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8,448 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,448 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $21,405 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,405 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$24,905 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $297,747 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,978 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,418 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $191,926 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,271 | 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 | $7,238 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,892 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,579 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,130 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,579 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $297,441 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $297,441 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $309,571 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,579 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $297,441 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$117,645 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $30,692 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $79,967 | CashBOYAmt |
| Cash EOY | $20,021 | CashEOYAmt |
| Cash EOYFMV | $20,021 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $97,366 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $260,190 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $260,682 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $675,981 | CorporateStockBOYAmt |
| Corporate Stock EOY | $474,430 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $528,351 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $226,358 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $200,318 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $233,051 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,079,672 | TotalAssetsBOYAmt |
| Total Assets EOY | $954,959 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,042,105 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $1,079,672 | RetainedEarningBOYAmt |
| Retained Earning EOY | $954,959 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,079,672 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $954,959 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,079,672 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $954,959 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,079,672 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$117,645 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $962,027 | SubtotalAmt |
| Other Decreases | $7,068 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $954,959 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 365 SHS ENTERPRISE PRODUCTS PARTNERS | P | 2018-01-23 | 2018-07-02 | $9,993 | $10,452 | -$459 | -$459 |
| 255 SHS ISHARES CORE S&P 500 | P | 2018-01-23 | 2018-07-02 | $69,277 | $72,730 | -$3,453 | -$3,453 |
| 130 SHS FACEBOOK INC. | P | 2018-01-23 | 2018-10-26 | $19,287 | $24,355 | -$5,068 | -$5,068 |
| 3525 SHS ARES CAP CORP | P | 2017-05-04 | 2018-12-21 | $53,861 | $58,821 | -$4,960 | -$4,960 |
| 2475 SHS GOLUB CAP BDC INC | P | 2017-05-04 | 2018-12-21 | $40,908 | $50,072 | -$9,164 | -$9,164 |
| 2510 SHS GOLUB CAP BDC INC | P | 2018-01-11 | 2018-12-21 | $41,486 | $45,218 | -$3,732 | -$3,732 |
| 820 SHS GOLUB CAP BDC INC | P | 2018-01-23 | 2018-12-21 | $13,553 | $15,067 | -$1,514 | -$1,514 |
| TWENTY-FIRST CENTURY FOX INC. | P | 2019-05-22 | $10,057 | $9,283 | $774 | $774 | |
| TWENTY-FIRST CENTURY FOX INC. | P | 2019-06-04 | $28,099 | $25,990 | $2,109 | $2,109 | |
| 4 SHS WALT DISNEY CO | P | 2019-06-19 | $564 | $438 | $126 | $126 | |
| 246 SHS FOX CORP | P | 2019-06-19 | $8,873 | $10,029 | -$1,156 | -$1,156 | |
| .323 SHS WALT DISNEY CO | P | 2019-06-28 | $45 | $35 | $10 | $10 | |
| .666 FOX CORP | P | 2019-06-28 | $24 | $27 | -$3 | -$3 | |
| ENTERPRISE PRODUCTS PARTNERS | P | $135 | -$135 | -$135 | |||
| THE BLACKSTONE GROUP LP | P | $858 | $858 | $858 | |||
| THE BLACKSTONE GROUP LP | P | $131 | $131 | $131 | |||
| THE BLACKSTONE GROUP LP | P | $2 | $2 | $2 | |||
| CAPITAL GAINS DIVIDENDS | P | $729 | $729 | $729 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$24,905 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $614 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $614 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $614 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $27 | EsPenaltyAmt |
| Overpayment | $359 | OverpaymentAmt |
| Applied To ES Tax | $359 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | Yes (1) | 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 |
| BEVERLY CARTER IV | ||||||||
| 34 RESERVOIR ROAD | HANOVER | NH | 03755 | DIRECTOR | 0.00 | $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 | $730,000 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $329,598 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,059,598 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,059,598 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,894 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,043,704 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $52,185 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $52,185 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $614 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $345 | IncomeTaxAmt |
| Total Tax | $959 | TotalTaxAmt |
| Distributable Before Adj | $51,226 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $51,226 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $51,226 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $297,441 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $297,441 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $297,441 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $51,226 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $297,441 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $51,226 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $246,215 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $246,215 | 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 | $246,215 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $246,215 | 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 Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|
| INJAZ | ||||||||||
| PO BOX 910542 | AMMAN | JO | 11191 | 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. | $177,027 | ||||
| UNION DE TUNISIENS INDEPENDANTS POUR LA LIBERTE | ||||||||||
| 26 RUE EL AACHA | CITE EL MAHRAJENE | TS | 1082 | 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. | $114,864 | ||||
| AMERICAN UNIVERSITY IN CAIRO | ||||||||||
| 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. | $5,550 | 420 FIFTH AVE 3RD FLOOR | NEW YORK | NY | 10018 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $297,441 | 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 | $2,306 |
| FROM K-1 - THE BLACKSTONE GROUP LP | 523000 | $337 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,448 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,405 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,418 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$24,905 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2,643 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,366 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,009 | 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 | $100,000 | Yes (X) |
| HILLSIDE CAPITAL INC | ||||||
| 2 | 201 TRESSER BLVD SUITE 300 | STAMFORD | CT | 06901 | $85,000 | Yes (X) |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (5 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 | 2019-03-05 | $97,338 | 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. | $97,338 | 11/27/19 | 2019-11-30 |
| INJAZ FOR THE CREATION OF OPPORTUNITIES FOR JORDAN YOUTH | ||||||||
| IBRAHIM AYOUB STREET FOURTH CIRCLE | JABBAL AMMAN | JO | 2019-05-23 | $32,446 | 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. | $37,115 | 11/27/19 | 2019-11-30 |
| INJAZ FOR THE CREATION OF OPPORTUNITIES FOR JORDAN YOUTH | ||||||||
| IBRAHIM AYOUB STREET FOURTH CIRCLE | JABBAL AMMAN | JO | 2019-06-18 | $16,059 | 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. | $16,059 | 11/27/19 | 2019-11-30 |
| ASSOCIATION UNION DES TUNISIENS INDEPENDANTS POUR LA LIBERTE | ||||||||
| 26 RUE EL AACHA | CITE EL MAHRAJENE | TS | 2018-08-02 | $11,392 | 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. | $11,392 | 11/27/19 | 2019-11-30 |
| ASSOCIATION UNION DES TUNISIENS INDEPENDANTS POUR LA LIBERTE | ||||||||
| 26 RUE EL AACHA | CITE EL MAHRAJENE | TS | 2018-08-16 | $103,473 | 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. | $112,552 | 11/27/19 | 2019-11-30 |
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 MADE TO ORGANIZATION NOT DESCRIBED IN SECTION 4945(D)(4)(A) | IdentifierTxt |
| Form And Line Reference | FORM 990-PF PART VII-B LINE 5A(4) | FormAndLineReferenceDesc |
| Medium Explanation | GRANTS MADE DURING FYE 6/30/19 TO AN ORGANIZATION OTHER THAN A CHARITABLE, ETC., ORGANIZATION DESCRIBED IN SECTION 4945(D)(4)(A) INCLUDES A $31,184 PAYMENT MADE TO INJAZ TO SATISFY THE REMAINING BALANCE OWED ON A GRANT INCURRED DURING A PREVIOUS YEAR. THIS RETURN REPRESENTS THE FIRST FORM 990-PF FILED BY THE ENTITY AS FORM 990 WAS FILED IN PREVIOUS YEARS. AS THE GRANT WAS RELATED TO FYE 6/30/18, THE CURRENT YEAR DISBURSEMENT RELATED TO A PERIOD IN WHICH LAZORD FOUNDATION WAS A 501(C)(3) PUBLIC CHARITY AND NOT A PRIVATE FOUNDATION. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARES CAP CORP | $56,648 | $63,239 |
| ISHARES CORE S&P 500 ETF | $267,952 | $282,960 |
| ALPHABET INC | $44,333 | $42,229 |
| MICROSOFT CORP | $25,244 | $36,839 |
| META FINANCIAL GROUP INC | $80,253 | $103,084 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKSTONE GROUP LP | AT COST | $81,361 | $116,603 |
| ENTERPRISE PRODUCTS PARTNERS LP | AT COST | $44,999 | $55,142 |
| FORTRESS TRANSPORTATION & INFRASTRUCTURE | AT COST | $73,958 | $61,306 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $7,238 | 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 | PRIOR PERIOD ADJUSTMENT TO RECLASS INCOME TO BASIS REDUCTION | Desc |
| Amt | $7,068 | 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 | $2,397 | $2,397 | $0 | $0 |
| FRANCHISE FEES | $291 | $0 | $0 | $0 |
| FROM K-1 - FORTRESS TRANSPORTATION AND INFRASTRUCTURE INVESTORS LLC | $2,051 | $148 | $0 | $0 |
| FROM K-1 - THE BLACKSTONE GROUP LP | $153 | $34 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FROM K-1 - THE BLACKSTONE GROUP LP | $491 | $0 | |
| FROM K-1 - THE BLACKSTONE GROUP LP | $95 | $95 | |
| FROM K-1 - FORTRESS TRANSPORTATION AND INFRASTRUCTURE INVESTORS LLC | $3,323 | $3,323 | |
| FROM K-1 - ENTERPRISE PRODUCT PARTNERS | -$4,574 | $0 | |
| FROM K-1 - FORTRESS TRANSPORATION AND INFRASTRUCTURE INVESTORS LLC | $2,306 | $0 | $0 |
| FROM K-1 - THE BLACKSTONE GROUP LP | $337 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILLSIDE CAPITAL INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 TRESSER BLVD SUITE 300 | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06901 | ZIPCd |