ZOOM FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ZOOM FOUNDATION (EIN 06-1600601)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-11-09
- IRS object ID
- 201633149349101018
- Schema version
- 2015v2.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Assets Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-09T10:54:19-08:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN MOSKOWITZ CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 660 WHITE PLAINS RD 5TH FL | AddressLine1Txt |
| City | TARRYTOWN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105915187 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061600601 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ZOOM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZOOM | BusinessNameControlTxt |
| Phone | 2039551170 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1210 POST ROAD | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN MANDEL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2039551170 | PhoneNum |
| Signature | 2016-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN MOSKOWITZ CPA | PreparerPersonNm |
| Phone | 9143666714 | PhoneNum |
| Preparation | 2016-11-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $936,719,290 | 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 | $52,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,088 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,088 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,875,517 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,875,517 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,173,621 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $43,736,515 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,173,621 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $76,050,226 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,050,226 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $284,097 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $284,097 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $48,798 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $48,798 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,291 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,646 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,645 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,305 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,153 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,152 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $161,242 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $161,242 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,856,121 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,856,121 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $630,646 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $252,498 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $68,148 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $27,833 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $47,650 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $47,650 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,542 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,542 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,516,610 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $641,121 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,875,489 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,606,135 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,763,539 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,504,763 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $46,177,708 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $46,177,708 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $51,783,843 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,763,539 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $48,682,471 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $24,266,383 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,286,687 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $466,831 | CashBOYAmt |
| Cash EOY | $1,705,288 | CashEOYAmt |
| Cash EOYFMV | $1,705,288 | CashEOYFMVAmt |
| Corporate Stock BOY | $452,255,389 | CorporateStockBOYAmt |
| Corporate Stock EOY | $475,326,787 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $934,958,992 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $148,116 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $93,106 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $69,526 | LandBOYAmt |
| Land EOY | $55,010 | LandEOYAmt |
| Land EOYFMV | $55,010 | LandEOYFMVAmt |
| Other Assets BOY | $9,066 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $452,800,812 | TotalAssetsBOYAmt |
| Total Assets EOY | $477,087,085 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $936,719,290 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $19,890 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $19,890 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $452,800,812 | RetainedEarningBOYAmt |
| Retained Earning EOY | $477,067,195 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $452,800,812 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $477,067,195 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $452,800,812 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $477,087,085 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $452,800,812 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $24,266,383 | ExcessRevenueOverExpensesAmt |
| Subtotal | $477,067,195 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $477,067,195 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1796.95 SHARES LONE CEDAR | P | 2013-05-01 | 2015-12-31 | $18,225,000 | $0 | $9,393,028 | $8,831,972 | $0 | $0 | $0 | $8,831,972 |
| 3239.34 SHARES LONE PINON | P | 2013-05-01 | 2015-12-31 | $17,257,000 | $0 | $13,169,866 | $4,087,134 | $0 | $0 | $0 | $4,087,134 |
| FROM PASS THRU ENTITY - LONE CASCADE | P | 2014-01-01 | 2015-12-31 | $11,286,580 | $0 | $0 | $11,286,580 | $0 | $0 | $0 | $11,286,580 |
| FROM PASS THRU ENTITY - LONE CASCADE | P | 2015-01-01 | 2015-12-31 | $0 | $0 | $5,428,110 | -$5,428,110 | $0 | $0 | $0 | -$5,428,110 |
| FROM PASS THRU ENTITY - LONE PICEA | P | 2014-01-01 | 2015-12-31 | $1,407,028 | $0 | $0 | $1,407,028 | $0 | $0 | $0 | $1,407,028 |
| FROM PASS THRU ENTITY - LONE PICEA | P | 2015-01-01 | 2015-12-31 | $0 | $0 | $156,612 | -$156,612 | $0 | $0 | $0 | -$156,612 |
| FROM PASS THRU ENTITY - LONE TAMARACK | P | 2014-01-01 | 2015-12-31 | $1,594,563 | $0 | $0 | $1,594,563 | $0 | $0 | $0 | $1,594,563 |
| FROM PASS THRU ENTITY - LONE TAMARACK | P | 2015-01-01 | 2015-12-31 | $0 | $0 | $448,934 | -$448,934 | $0 | $0 | $0 | -$448,934 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,173,621 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$6,033,656 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $55,551,087 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $876,110,446 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.063406 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,340,988 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $789,875,636 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.001698 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $35,487,556 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $680,868,509 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052121 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $30,336,541 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $577,448,597 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052535 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $25,175,770 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $499,669,205 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050385 | DistributionYr5Rt |
| Total Distribution | 0.220145 | TotalDistributionRt |
| Average Distribution | 0.044029 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $916,296,446 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $40,343,616 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $212,867 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $40,556,483 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $48,682,471 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $212,867 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $212,867 | SubtotalAmt |
| Tax Based On Investment Income | $212,867 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $484,882 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $484,882 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$484,882 | OriginalReturnOverpaymentAmt |
| Overpayment | $272,015 | OverpaymentAmt |
| Applied To ES Tax | $272,015 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MEGHAN LOWNEY | IndividualWithBooksNm |
| Phone | 2039551170 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1210 POST ROAD | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STEPHEN F MANDEL JR | ||||||||
| C/O CUMMINGS LOCKWOOD PO BOX 2505 | GREENWICH | CT | 06836 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SUSAN Z MANDEL | ||||||||
| C/O CUMMINGS LOCKWOOD PO BOX 2505 | GREENWICH | CT | 06836 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MEGHAN LOWNEY | ||||||||
| 1210 POST ROAD | FAIRFIELD | CT | 06824 | EXECUTIVE DIRECTOR | 40.00 | $238,391 | $6,621 | $0 |
| NICOLE LINDSAY | ||||||||
| 1210 POST ROAD | FAIRFIELD | CT | 06824 | DEPUTY DIRECTOR | 40.00 | $160,466 | $4,421 | $0 |
| GIANA L GLEESON | ||||||||
| 1210 POST ROAD | FAIRFIELD | CT | 06824 | FELLOW | 40.00 | $63,269 | $0 | $0 |
| ALISON S LUBIN | ||||||||
| 1210 POST ROAD | FAIRFIELD | CT | 06824 | FELLOW | 40.00 | $58,750 | $0 | $0 |
| HERNANDEZ D STROUD | ||||||||
| 1210 POST ROAD | FAIRFIELD | CT | 06824 | FELLOW | 40.00 | $58,750 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 2 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SOCIAL STRATEGY ASSOCIATES LLC | |||||
| 4615 CENTER BLVD 2407 | LONG ISLAND CITY | NY | 11109 | CONSULTING | $107,599 |
| ZICHAL INC | |||||
| 818 CONNECTICUT AVENUE NW SUITE 200 | WASHINGTON | DC | 20006 | ENVIRONMENT INITIATIVECONSULTING | $166,553 |
| THE GLOVER PARK GROUP LLC | |||||
| 1025 F STREET NW 9TH FLOOR | WASHINGTON | DC | 20004 | ENVIRONMENT INITIATIVECONSULTING | $514,996 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FELLOWSHIP PROGRAM - THE FOUNDATION EMPLOYED INDIVIDUALS TOCONDUCT RESEARCH AND ANALYSIS IN COORDINATION WITH, AND FORTHE BENEFIT OF, THE STATE OF CONNECTICUT. | Description1Txt |
| Expenses1 | $611,217 | Expenses1Amt |
| Description2 | ENVIRONMENT INITIATIVE - THE FOUNDATION HAS MADE INVESTMENTS INPUBLIC AWARENESS EFFORTS THAT SEEK TO STOP AND REVERSECLIMATE CHANGE. | Description2Txt |
| Expenses2 | $949,894 | Expenses2Amt |
| Description3 | EDUCATION INITIATIVE - PROGRAM TO IMPROVE K-12 EDUCATION IN THESTATE OF CONNECTICUT TO ELIMINATE THE ACHIEVEMENT GAP; WORKEDWITH ORGANIZATIONS TO DEVELOP AND IMPLEMENT PLANS. | Description3Txt |
| Expenses3 | $237,549 | Expenses3Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $928,288,913 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,899,018 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $62,268 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $930,250,199 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $930,250,199 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,953,753 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $916,296,446 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $45,814,822 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $45,814,822 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $212,867 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $212,867 | TotalTaxAmt |
| Distributable Before Adj | $45,601,955 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $45,601,955 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $45,601,955 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $48,682,471 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $48,682,471 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $212,867 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $48,469,604 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $45,601,955 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $518,130 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,340,988 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,206,389 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,065,507 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $48,682,471 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $48,682,471 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $45,601,955 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $45,601,955 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $17,146,023 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $17,146,023 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $17,146,023 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEPHEN F MANDEL JR | ContributingManagerNm |
| Contributing Manager | SUSAN Z MANDEL | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FIDELITY CHARITABLE GIFT FUND | ||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | EXEMPT | CHARITABLETO FUNDPROGRAMS | $46,068,000 |
| (no name) | ||||||
| $0 | ||||||
| FAIRFIELD COUNTY'S COMMUNITY FOUNDATION | ||||||
| 383 MAIN STREET | NORWALK | CT | 06851 | EXEMPT | PARENT ORGANIZINGTO SUPPORTPROGRAM | $100,000 |
| (no name) | ||||||
| $0 | ||||||
| FAITHACTS FOR EDUCATION | ||||||
| 285 FAIRFIELD AVE | BRIDGEPORT | CT | 06604 | EXEMPT | PARENT ORGANIZINGTO SUPPORTPROGRAM | $9,708 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $46,177,708 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,088 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,875,517 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $21,173,621 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $24,050,226 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,050,226 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | STEPHEN AND SUSAN MANDEL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CUMMINGS AND LOCKWOOD PO BOX 25 | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06836 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $52,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STEVEN MOSKOWITZ CPA PC ACCOUNTING AND TAX SERVICES | $14,370 | $7,185 | $7,185 |
| CAROL MAVILLA BOOKKEEPING SERVICES | $3,935 | $1,968 | $1,967 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| FURNITURE AND FIXTURES | 2012-01-01 | $22,572 | $15,521 | 200DB | 7.00 | $2,015 |
| FURNITURE AND FIXTURES 2013 | 2013-01-01 | $20,171 | $11,350 | 200DB | 7.00 | $2,520 |
| SOFTWARE | 2013-01-01 | $18,973 | $15,810 | SL | 3.00 | $3,162 |
| FURNITURE & FIXTURES 2014 | 2014-01-01 | $31,040 | $12,036 | 200DB | 7.00 | $5,430 |
| SOFTWARE 2014 | 2014-01-01 | $11,880 | $5,940 | SL | 3.00 | $3,960 |
| FURNITURE AND FIXTURES 2015 | 2015-01-01 | $17,277 | $2,468 | 200DB | 7.00 | $4,231 |
| SOFTWARE 2015 | 2015-01-01 | $12,886 | $2,148 | SL | 3.00 | $4,295 |
| SOFTWARE 2016 | 2015-12-31 | $13,317 | SL | 3.00 | $2,220 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (11 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 486.35 SHARES LONE CEDAR | 2013-05 | Purchased | 2015-07 | $5,006,000 | $2,542,252 | $2,463,748 |
| 447.8 SHARES LONE CEDAR | 2013-05 | Purchased | 2015-10 | $4,454,000 | $2,340,759 | $2,113,241 |
| 464.24 SHARES LONE CEDAR | 2013-05 | Purchased | 2016-01 | $4,893,000 | $2,426,686 | $2,466,314 |
| 398.56 SHARES LONE CEDAR | 2013-05 | Purchased | 2016-04 | $3,872,000 | $2,083,331 | $1,788,669 |
| 5422.16 SHARES LONE PINON | 2013-05 | Purchased | 2015-07 | $4,751,000 | $3,562,367 | $1,188,633 |
| 5231.35 SHARES LONE PINON | 2013-05 | Purchased | 2015-10 | $4,237,000 | $3,292,836 | $944,164 |
| 5519.82 SHARES LONE PINON | 2013-05 | Purchased | 2016-01 | $4,612,000 | $3,396,957 | $1,215,043 |
| 5095.76 SHARES LONE PINON | 2013-05 | Purchased | 2016-04 | $3,657,000 | $2,917,706 | $739,294 |
| FROM PASS THRU ENTITY - LONE CASCADE | Purchased | 2015-12 | $5,858,470 | $5,858,470 | ||
| FROM PASS THRU ENTITY - LONE PICEA | Purchased | 2015-12 | $1,250,416 | $1,250,416 | ||
| FROM PASS THRU ENTITY - LONE TAMARACK | Purchased | 2015-12 | $1,145,629 | $1,145,629 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SHARES OF LONE CEDAR LTD | $69,848,472 | $327,742,571 |
| SHARES OF LONE PINON LTD | $126,134,756 | $309,669,166 |
| LONE CASCADE LP | $156,061,553 | $159,959,634 |
| LONE PICEA LP | $67,658,579 | $72,767,564 |
| LONE TAMARACK LP | $55,623,427 | $64,820,057 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FURNITURE AND FIXTURES | $91,060 | $55,571 | $35,489 |
| SOFTWARE EQUIPMENT | $57,056 | $37,535 | $19,521 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (3 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUMMINGS & LOCKWOOD LEGAL | $2,803 | $1,402 | $1,401 |
| BRODY WILKINSON LEGAL | $3,995 | $1,998 | $1,997 |
| COILEVITZ & CANTER LEGAL | $2,493 | $1,246 | $1,247 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS RECEIVABLE | Desc |
| BOY Book Value | $9,066 | BOYBookValueAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS RECEIVABLE | Desc |
| BOY Book Value | $9,066 | BOYBookValueAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS RECEIVABLE | Desc |
| BOY Book Value | $9,066 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| COMMUNICATIONS | $12,319 | $12,319 | |
| ENVIRONMENT INITIATIVE | $949,894 | $949,894 | |
| EDUCATION INITIATIVE | $237,549 | $237,549 | |
| FELLOWSHIP PROGRAM | $611,217 | $611,217 | |
| INSURANCE | $9,324 | $9,324 | |
| MISCELLANEOUS | $264 | $264 | |
| OTHER OPERATIONS | $43,561 | $43,561 | |
| PAYROLL PROCESSING FEES | $2,626 | $2,626 | |
| PUBLIC RELATIONS | $4,269 | $4,269 | |
| SUPPLIES | $4,466 | $4,466 | |
| OTHER PORTFOLIO DEDUCTIONS FROM PASS THRU ENTITIES | $104,332 | $104,332 | |
| OTHER LOSS FROM PASS THRU ENTITIES | $536,789 | $536,789 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (9 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| MACKEY & GUASCO RECRUITMENT | $18,750 | $18,750 |
| ON RAMPS RECRUITMENT | $24,195 | $24,195 |
| VARIOUS RECRUITMENT | $605 | $605 |
| MCDOWELL JEWETT COMMUNICATIONS COMMUNICATIONS | $30,000 | $30,000 |
| MINDS ON DESIGN WEB DESIGN | $28,250 | $28,250 |
| RICH LEIMSIDER FELLOWSHIP | $17,500 | $17,500 |
| SOCIAL STRATEGY ASSOCIATES CONSULTING | $40,000 | $40,000 |
| VELEGANT INC CONSULTING | $1,875 | $1,875 |
| OTHER CONSULTING | $67 | $67 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $310,000 | ||
| FOREIGN TAXES PAID | $252,498 | $252,498 | |
| PAYROLL TAXES | $68,148 | $68,148 |