M & Sa Zollo Foundation

EIN 87-4653129

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

99%

Higher net margin than 99% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

5582%

Faster asset growth than 100% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

10190%

Faster revenue growth than 100% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets32nd percentile

Assets

$3,418,418

Up $3,358,254 (+5582%) from 2023

Liabilities

Flat

Flat from 2023

Net Assets

$3,418,418

Up $3,358,254 (+5582%) from 2023

Operations

Liabilities / Revenue33rd percentile Net Margin99th percentile

Revenue

$3,618,101

Up $3,582,940 (+10190%) from 2023

Expenses

$28,759

Up $28,759 from 2023

Net Income

$3,589,342

Up $3,554,181 (+10108%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth100th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

Highlighted filing

2024

Assets$3,418,418

Liabilities$0

Net Assets$3,418,418

Open 2024 Filing

Operations Trend

Revenue Growth100th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2024

Revenue$3,618,101

Expenses$28,759

Net Income$3,589,342

Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing

Assets: $3,418,418
Liabilities: $0
Net assets: $3,418,418
Revenue: $3,618,101
Expenses: $28,759
Net income: $3,589,342

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.42	$0.00	$3.42	$3.62	$0.03	$3.59
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.06	$0.00	$0.06	$0.04	$0.00	$0.04

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: Nov 11, 2025
Return Version: 2024v5.2

Compensation and Service Providers

Top Officer Pay47th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
-	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: M & Sa Zollo Foundation
EIN: 87-4653129
Phone: 3025735821
Address: 2 RIGHTER PARKWAY SUITE 300A, WILMINGTON, DE 19803

Signing Officer

Name: First State Trust
Title: Trustee
Phone: 3025735821
Signed: 2025-11-11
Discuss with paid preparer: Yes

Preparer

Firm: Kpmg Llp
Address: ONE FINANCIAL PLZ STE 2300, PROVIDENCE, RI 02903
Preparer: Lyle J Mohler
Phone: 6892065200

Raw XML Appendix349 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	12173
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	113912
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	1	2
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	2	3
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	3	4
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	MICHAEL ZOLLO CRUT
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	1	MICHAEL ZOLLO CRUT
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	2	MICHAEL ZOLLO REV LVG TR
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	3	MICHAEL ZOLLO REV LVG TR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	C/O 49 CHARLES HOMMEL ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	1	C/O 49 CHARLES HOMMEL ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	2	C/O 49 CHARLES HOMMEL ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	3	C/O 49 CHARLES HOMMEL ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	SAUGERTIES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	1	SAUGERTIES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	2	SAUGERTIES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	3	SAUGERTIES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	1	NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	2	NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	3	NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	12477
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	1	12477
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	2	12477
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	3	12477
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	1	X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	1	X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	2	X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	3	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	11531
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	1	2031528
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	2	899557
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	3	470679
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	0	2
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	1	3
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	0	2031528
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	1	899557
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	0	VARIOUS SECURITIES - SEE ATTACHMENT
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	1	FEDERATED HERMES GOVT OBL AVR
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	0	2024-08-21
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	1	2024-11-27
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	LEGAL FEES - PRINCIPAL (ALLOCA
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	12173
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	12173
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	274
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	1	5254
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	2	225560
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	MUTUAL FUND TIMING DIFFERENCE
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	1	PURCHASE ACCRUED INTEREST
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	2	COST TO MV ADJ. FOR ASSETS FUNDED
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	16586
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMNT MNGMNT FEES (NON-DED
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	16586
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm	0	MICHAEL ZOLLO CRUT
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm	1	MICHAEL ZOLLO CRUT
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm	2	MICHAEL ZOLLO REV LVG TR
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm	3	MICHAEL ZOLLO REV LVG TR
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt	0	C/O 49 CHARLES HOMMEL ROAD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt	1	C/O 49 CHARLES HOMMEL ROAD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt	2	C/O 49 CHARLES HOMMEL ROAD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt	3	C/O 49 CHARLES HOMMEL ROAD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm	0	SAUGERTIES
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm	1	SAUGERTIES
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm	2	SAUGERTIES
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm	3	SAUGERTIES
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd	0	NY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd	1	NY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd	2	NY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd	3	NY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd	0	12477
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd	1	12477
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd	2	12477
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd	3	12477
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	FIRST STATE TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	3025735821
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	M & SA ZOLLO FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	M&SA
ReturnHeader/Filer/EIN	0	874653129
ReturnHeader/Filer/PhoneNum	0	3025735821
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	2 RIGHTER PARKWAY SUITE 300A
ReturnHeader/Filer/USAddress/CityNm	0	WILMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	DE
ReturnHeader/Filer/USAddress/ZIPCd	0	19803
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	135565207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	ONE FINANCIAL PLZ STE 2300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	02903
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6892065200
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2025-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	LYLE J MOHLER
ReturnHeader/ReturnTs	0	2025-11-11T11:01:33-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

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