General information

Quickcard: The Bryan and June Zwan Foundation, Inc.

Employer Identification Number (EIN):

59-3611266

Stated primary purpose ()

“This Corporation is organized and shall be operated as a corporation not for profit, exclusively for charitable, scientific, literary, educational or other charitable purposes as described in Section 501(c)(3) of the Code, including for such purpose, the making of distributions to other organizations, selected by the Directors of the Corporation, which qualify as tax-exempt organizations under the Code, or by contributions to organizations which do not so qualify provided that such contributions are used for specific projects in furtherance of the Corporation’s own exempt purposes and the Corporation retains control and discretion as to the use of such contribulions.”

Address (as of 2007):

3000 Bayport Drive, 800
Tampa, FL
33607
United States

At a glance

Revenue, expenses, and changes in net assets or funds balances [From Part 1 of 990 filings]
Line	Description		2007	2006	2005	2004	2003	2002	2000	1999	Comment
1a	Contributions to donor advised funds
1b	Direct public support		1,650,000	1,750,000	8,625,000	3,000,000				2,404,688	1999 (): "37,500 Sh Digital Lightwave, Inc" (date of gift disclosed as 12/31/99)
1c	Indirect public support
1d	Government contributions (grants)
1e cash	Contributions, gifts, grants, and similar amounts received		1,650,000	1,750,000	8,625,000	3,000,000				2,404,688
1e non-cash	Contributions, gifts, grants, and similar amounts received
2	Program services revenue including government fees and contracts
3	Membership dues and assessments
4	Interest on savings and temporary cash investments		65		1,918	1,412	6,573	19,470	84,593
5	Dividends and interest from securities
6a	Gross rents
6b	Less rental expenses
6c	Net rental income or (loss)
7	Other investment income
8Aa	Gross amount from sales of securities								2,558,311
8Ab	Less cost of goods sold
8Ba	Gross amount from sales of other assets
8Bb	Less cost of goods sold
8d	Net gain or (loss) from sales of assets other than inventory								2,558,311
9a	Gross revenue from special events and activities
9b	Less direct expenses other than fundraising expenses
9c	Net income or (loss) from special events
10a	Gross sales of inventory, less return and allowances
10b	Less cost of goods sold
10c	Gross profit or (loss) from sales of inventory
11	Other revenue
990T-3	Net income from unrelated business activities
12	Total revenue		1,650,065	1,750,000	8,626,918	3,001,412	6,573	19,470	2,642,904	2,404,688
13	Program services expenses		1,583,025	2,171,150	8,220,630	3,226,396	1,028,563	9,444	1,235,340
14	Management and general expenses		66,599	19,494	11,542	4,002	6,040	6,287	5,949
15	Fundraising expenses
16	Payments to affiliates
17	Total expenses		1,649,624	2,190,644	8,232,172	3,230,398	1,034,603	15,731	1,241,289
18	Excess or (deficit) for the year		441	-440,644	394,746	-228,986	-1,028,030	3,739	1,401,615	2,404,688
19	Net assets or fund balances at beginning of year		113,436	554,080	159,334	388,320	1,416,350	1,412,611	2,404,688
20	Other changes in net assets or fund balances
21	Net assets or fund balances at end of year		113,877	113,436	554,080	159,334	388,320	1,416,350	1,402,593	2,404,688
Analysis of income-producing activities [From Part 7 of 990 filings]
N/A
Statement of functional expenses [From Part 2 of 990 filings]
Line	Description		2007	2006	2005	2004	2003	2002	2000	1999	Comment
22 cash	Grants and allocations		1,583,025	2,171,150	8,220,630	3,226,396	1,028,563	9,444	1,235,340
22 non-cash	Grants and allocations
23A	Specific assistance to individuals
24A	Benefits paid to or for members
25Aa	Compensation of officers, directors, etc.
25Ab	Compensation of former officers, directors, etc.
26A	Other salaries and wages		28,050
27A	Pension plan contributions
28A	Other employee benefits
29A	Payroll taxes
	Sum of salary-related expenses		28,050
90b	Number of employees		n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a
30A	Professional fundraising fees
31A	Accounting fees
32A	Legal fees		12,521	4,362	1,795	3,912	3,608	3,388	5,937
33A	Supplies
34A	Telephone
35A	Postage and shipping
36A	Occupancy
37A	Equipment rental and maintenance
38A	Printing and publications
39A	Travel
40A	Conferences, conventions, and meetings		13,735	3,779	9,518
41A	Interest
42A	Depreciation, depletion, etc.
43A	Other expenses not covered above		12,293	11,353
44A	Total functional expenses		1,649,624	2,190,644	8,232,172	3,230,398	1,034,603	15,731	1,241,289
Other expenses [From Part II/Line 43 of 990 filings]
N/A
Grants and allocations [From Part II/Line 22 of 990 filings] 17 grants under $2,000 not shown. For a list of all grants, see detailed transactions.
	Grantees	Statement	2007	2006	2005	2004	2003	2002	2000	1999	Comment
	Association for Better Living and Education International	To build a building							950,000
	Berkeley Preparatory School	Support the academic education of children			7,370	2,500
	Church of Scientology Flag Service Organization, Inc. (FSO)	Community support and religious activities		65,000	45,000
		Support religious services	112,200
	Church of Scientology of Pasadena	Support religious services	10,000
	Church of Scientology Religious Trust	Support religious services	50,000
		To build a building							171,000
	Church of Scientology, Clearwater	Support religious services and building fund			70,000	1,639,696	175,000	5,000
	Church of Scientology, Mission of Boulder	Support religious services	50,000
	Citizens Commission on Human Rights	To buy study materials							102,000
		To help fight human rights abuses within psychiatry					6,181	3,000
	Conservation International Foundation	Support conservation of the Earth	25,000	10,000
	Criminon Inc.	Help prison inmates become successful members	3,000	31,000
		Help prison inmates become successful members of society			45,000	32,000	24,222
	Delphi Academy of Florida, Inc.	Support the academic education of children			12,030
	Delphi Schools, Inc.	Support the academic education of children					15,000
	Ebony Awakening, Inc.	Support the improvement of the lives of African-Americans		5,000
	International Academy of Detoxification Specialists	Report detox studies and implementation			5,000		10,400
	National Film Reserve, Ltd	Support the arts	3,000
	Rice University	Support education		1,000,000
	Saint Paul's School, Inc	Renovations for the school							11,340
	Santa Fe Institute	Support scientific education and research	675,000
	Save the Children Federation, Inc.	Provide lasting, positive change in children		2,000	2,000	2,000
	Southern Federation Foundation, Inc.	Provide scholarships to high school seniors	5,000	5,000
	St. Jude Children's Research Hospital	Support children's hospital	22,500	10,000
	The Aspen Institute Inc	Support health center, society of fellows and arts	576,700	530,750	528,490
	The George Washington University	Support education		7,500
		Support Gelman library - electronic				5,000
	The National Film Preserve, Ltd.	Support the arts		2,300
	U.S. IAS Members' Trust	Support, advance and protect religion	50,000	500,000	7,500,000	1,540,000	796,260
	U.S. Ski and Snowboard Team Foundation	Support the U.S. ski team at the 2006 Olympics			3,000
Payments to affiliates [From Part I/Line 16 of 990 filings]
N/A
Balance sheets [From Part 4 of 990 filings]
Line	Description		2007	2006	2005	2004	2003	2002	2000	1999	Comment
45B	Cash – non-interest-bearing
46B	Savings and temporary cash investments		113,222	112,781	553,425	158,679	387,665	1,415,648	1,402,593
47Ba	Accounts receivable
47Bb	Less: allowance for doubtful accounts
47Bc	Accounts receivable net of doubful accounts
48Ba	Pledges receivable
48Bb	Less: allowance for doubtful accounts
48Bc	Pledges receivable net of doubful accounts
49B	Grants receivable
50B	Receivables from officers, directors, trustees, and key employees
51Ba	Other notes and loans receivable
51Bb	Less: allowance for doubtful accounts
51Bc	Other notes and loans receivable net of doubtful accounts
52B	Inventories for sale or use
53B	Prepaid expenses and deferred charges		655	655	655	655	655	702
54B	Investments – publicly-traded securities									2,404,688	1999 (): "37,500 Sh Digital Lightwave, Inc" (date of gift disclosed as 12/31/99)
54Bb	Investments – other securities
55Ba	Investments – land, buildings, and equipment: basis
55Bb	Less: accumulated depreciation
55Bc	Investments – land, buildings, and equipment net of accumulated depreciation
56B	Investments – other
57Ba	Land, buildings, and equipment: basis
57Bb	Less: accumulated depreciation
57Bc	Land, buildings, and equipment net of accumulated depreciation
58B	Other assets
59B	Total assets		113,877	113,436	554,080	159,334	388,320	1,416,350	1,402,593	2,404,688
60B	Accounts payable and accrued expenses
61B	Grants payable
62B	Deferred revenue
63B	Loans from officers, directors, trustees, and key employees
64Ba	Tax-exempt bond liabilities
64Bb	Mortgages and other notes payable
65B	Other liabilities
66B	Total liabilities
67B	Unrestricted
68B	Temporarily restricted
69B	Permanently restricted
70B	Capital stock, trust principal, or current funds
71B	Paid-in or capital surplus, or land, building, and equipment fund
72B	Retained earnings, endowment, accumulated income, or other funds		113,877	113,436	554,080	159,334	388,320	1,416,350	1,402,593	2,404,688
73B	Total net assets or fund balances		113,877	113,436	554,080	159,334	388,320	1,416,350	1,402,593	2,404,688
Statement of program service accomplishments [From Part III of 990 filings]
N/A

People/corporations linked to the entity

[From various sources]

Name	Relation	Duty	2007	2006	2005	2004	2003	2002	2000	1999
Brittany Bennett	Other	Books in care of	✔	✔
Brett Hendee	Contractor	Tax return preparer		✔	✔			✔	✔	✔
	Director	Director, assistant secretary						0	0	0
Chris Phillips	Director	Director, assistant secretary					0
Paul Ragaini	Director	Director, assistant secretary			0	0
	Other	Books in care of			✔
Bryan J. Zwan	Director	Director, president	0	0	0	0	0	0	0	0
June B. Zwan	Director	Director, secretary, treasurer	0	0	0	0	0	0	0	0

Notes