2024-03-21T13:47:02-05:00 2023-12-31 112973168 Dougherty & Connell 450 Wireless Boulevard Hauppauge NY 11788 990PF 2023-01-01 113523633 PAUL W ZUCCAIRE FOUNDATION C/O DOUGHERTY & CONNELL CPAs PAUL 6317562100 450 WIRELESS BOULEVARD HAUPPAUGE NY 11788 LAWRENCE GAISSERT President 5162088599 2024-03-21 1 LAWRENCE GAISSERT XXX-XX-XXXX 0 ROBERT E CONNELL P00189080 6317562100 2024-03-21 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 2432294 X X 62886 62886 43645 548582 43645 106531 106531 85000 1700 83300 2961 500 2461 5532 100 4489 25733 24519 1214 119226 26819 91464 24815 24815 144041 26819 116279 -37510 79712 -1 230406 327874 327874 234873 107641 110059 963675 882125 1704199 219073 192876 189931 0 100000 100231 1648026 1610516 2432294 0 0 X 0 0 0 0 1648026 1610516 1648026 1610516 1648026 1610516 1648026 -37510 0 1610516 0 1610516 UNITED STATES TREASURY DUE 122823 P 2023-07-12 2023-12-28 72000 70264 1736 1736 UNITED STATES TREASURY DUE 06292023 P 2022-12-30 2023-06-29 75000 73316 1684 1684 UNITED STATES TREASURY DUE 122123 P 2023-06-29 2023-12-21 75000 73099 1901 1901 UNITED STATES TREASURY DUE 113023 P 2022-12-02 2023-11-30 50000 49135 865 865 APPLE P 2012-09-14 2023-07-13 15229 1983 13246 13246 INDUSTRIAL SELECT SECTOR P 2016-11-23 2023-07-13 10881 6219 4662 4662 MICROSOFT CORP P 2017-02-15 2023-07-13 17061 3212 13849 13849 MORGAN STANLEY NT 3.75% P 2018-09-24 2023-02-25 25000 25000 0 0 PFIZER INC P 2015-07-29 2023-11-30 38006 42290 -4284 -4284 SPDR S&P INTERNAT'L DIV ETF P 2017-02-15 2023-11-30 34361 37325 -2964 -2964 UNITED STATES TREASURY DUE 11302023 P 2022-11-01 2023-11-30 80000 77956 2044 2044 VANGUARD MID-CAP ETF P 2018-12-14 2023-07-13 28242 18159 10083 10083 WALT DISNEY P 2014-11-07 2023-11-30 27802 26979 823 823 43645 1108 0 1108 0 1108 1024 0 0 0 1024 0 84 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A DOUGHERTY CONNELL CPA 6317562100 450 WIRELESS BLVD HAUPPAUGE NY 11788 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LAWRENCE GAISSERT 1225 FRANKLIN AVE SUITE 325 GARDEN CITY NY 11530 PRESIDENT 10.00 35000 0 0 MARK ZEICHNER 228 FOX MEADOW ROAD SCARSDALE NY 10583 VP 5.00 25000 0 0 ROBERT E CONNELL 450 WIRELESS BLVD HAUPPAUGE NY 11788 VP,TREASURER & SECRETARY 7.00 25000 0 0 NONE 0 NONE 0 GRANTS TO OTHER CHARITABLE ORGANIZATIONS 0 N/A 0 0 2158726 255612 0 2414338 0 0 2414338 36215 2378123 118906 118906 1108 1108 117798 0 117798 0 117798 116279 0 116279 117798 0 0 80320 77538 20765 10734 189357 116279 0 0 0 116279 0 1519 1519 187838 0 0 0 0 0 0 78801 109037 77538 20765 10734 X ENTERTAINMENT COMMUNITY FUND 729 SEVENTH AVENUE 10TH FL NEW YORK NY 10019 NONE PUBLIC SAFETY CAMPAIGN 2023 500 EXPONENT PHILANTHROPY 1720 N STREET NW WASHINGTON DC 20036 NONE PUBLIC 2023 GRANT 815 FRENCH AMERICAN AID FOR CHILDREN 150 EAST 58TH STREET 27TH FL NEW YORK NY 10155 NONE PUBLIC 2023 GRANT 500 FRIENDS OF FOUNDATION DE FRANCE 31 WEST 34TH STREET 7TH FL 7010 NEW YORK NY 10001 NONE PUBLIC 2023 GRANT 1000 LONG ISLAND CHILDREN'S MUSEUM 11 DAVIS AVENUE GARDEN CITY NY 11530 NONE PUBLIC 2023 GRANT 500 MARY'S MEALS 75 ORCHARD ST BLOOMFIELD NJ 07003 NONE PUBLIC 2023 GRANT 500 SOUTH SHORE CHILDREN'S GUIDANCE CENTER 91 GUY LOMBARDO AVENUE FREEPORT NY 11520 NONE PUBLIC 2023 GRANT 500 STONY BROOK FOUNDATION INC 101 NICHOLLS ROAD STONY BROOK NY 117949452 NONE PUBLIC PAUL W ZUCCAIRE GALLERY 2023 GRANT 20000 THE ALAN ALDA CENTER FOR COMMUNICATING SCIENCE MELVILLE LIBRARY N4029 STONY BROOK NY 11794 NONE PUBLIC 2023 GRANT 500 24815 0 14 62886 43645 0 62886 43645 106531 8 The Foundation invests in stocks and bonds and earns income used to 8 make Grants to other 501(c)(3) organizations. Line 8 Part XVI-A are 8 capital gains on stock & bonds invested for this purpose. 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 2795 500 2295 LEGAL 166 0 166 CORPORATE BONDS @ UBS 192876 189931 COMM STKS HELD @ UBS 568015 1268907 ELECTRONIC TRADED FUNDS @UBS 314110 435292 97469 100000 10172 10059 CERTIFICATES OF DEPOSITS AT UBS AT COST 100000 100231 INVESTMENT FEES AND BANK CHARGES 24519 24519 0 D & O INSURANCE 1214 0 1214 PAYROLL TAXES 4589 100 4489 FILING FEES 250 0 0 EXCISE TAX 693 0 0