BETA

ZTM FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
ZTM FOUNDATION (EIN 27-4373238)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-06-18
IRS object ID
202601699349100115
Schema version
2025v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-06-18T14:39:48-07:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133358774PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Bernath & Rosenberg PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1126 Spruce StreetAddressLine1Txt
CityCedarhurstCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11516ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN274373238EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ZTM FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlZTMFBusinessNameControlTxt
Phone7329016510PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line127 SHONNY CTAddressLine1Txt
CityLAKEWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08701ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSHUA TELLERPersonNm
Person TitleTrusteePersonTitleTxt
Signature2026-06-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNathan WilamowskyPreparerPersonNm
PTINP01479911PTIN
Phone2122211140PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$340,860FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$45,639InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$45,639InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$45,639InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$55,639TotalRevAndExpnssAmt
Total Net Invst Incm$45,639TotalNetInvstIncmAmt
Total Adj Net Incm$45,639TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$2,080AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$1,171TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$280TravConfMeetingRevAndExpnssAmt
Other Expenses Rev And Expnss$194OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$175OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$19OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,725TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$175TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$19TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$187,841ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$187,841ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$191,566TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$175TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$187,860TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$135,927ExcessRevenueOverExpensesAmt
Net Investment Income$45,464NetInvestmentIncomeAmt
Adjusted Net Income$45,639AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$982SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$14,360SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$14,360SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$451,500OtherInvestmentsBOYAmt
Other Investments EOY$326,500OtherInvestmentsEOYAmt
Other Investments EOYFMV$326,500OtherInvestmentsEOYFMVAmt
Total Assets BOY$452,482TotalAssetsBOYAmt
Total Assets EOY$340,860TotalAssetsEOYAmt
Total Assets EOYFMV$340,860TotalAssetsEOYFMVAmt
Other Liabilities BOY$11,488OtherLiabilitiesBOYAmt
Other Liabilities EOY$35,793OtherLiabilitiesEOYAmt
Total Liabilities BOY$11,488TotalLiabilitiesBOYAmt
Total Liabilities EOY$35,793TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$440,994NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$305,067NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$440,994TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$305,067TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$452,482TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$340,860TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$440,994TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$135,927ExcessRevenueOverExpensesAmt
Subtotal$305,067SubtotalAmt
Tot Net Ast Or Fund Balances EOY$305,067TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$632InvestmentIncomeExciseTaxAmt
Subtotal$632SubtotalAmt
Tax Based On Investment Income$632TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$800EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$632ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$1,432TotalPaymentsAndCreditsAmt
Overpayment$800OverpaymentAmt
Applied To ES Tax$800AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ZTM FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7329016510PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line127 SHONNY CTAddressLine1Txt
CityLAKEWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08701ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JOSHUA TELLER
27 SHONNY CTLAKEWOODNJ08701Trustee3.00$0
DUCIA TELLER
27 SHONNY CTLAKEWOODNJ08701Trustee1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$12,218AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$326,500FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$338,718TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$338,718AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,081CashDeemedCharitableAmt
Net Vl Noncharitable Assets$333,637NetVlNoncharitableAssetsAmt
Minimum Investment Return$16,682MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$16,682MinimumInvestmentReturnAmt
Tax Based On Investment Income$632TaxBasedOnInvestmentIncomeAmt
Total Tax$632TotalTaxAmt
Distributable Before Adj$16,050DistributableBeforeAdjAmt
Distributable Before Ded$16,050DistributableBeforeDedAmt
Distributable As Adjusted$16,050DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$187,860ExpensesAndContributionsAmt
Qualifying Distributions$187,860QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$16,050DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$90,401ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$203,438ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$347,018ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$349,516ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$148,634ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,139,007TotalExcessDistributionCyovAmt
Qualifying Distributions$187,860QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$16,050AppliedToCurrentYearAmt
Remaining Distri From Corpus$171,810RemainingDistriFromCorpusAmt
Total Corpus$1,310,817TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$90,401ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,220,416ExcessDistriCyovToNextYrAmt
Excess From Year4$203,438ExcessFromYear4Amt
Excess From Year3$347,018ExcessFromYear3Amt
Excess From Year2$349,516ExcessFromYear2Amt
Excess From Year1$148,634ExcessFromYear1Amt
Excess From Current Year$171,810ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOSHUA TELLERContributingManagerNm
Contributing ManagerDUCIA TELLERContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJOSHUA TELLERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line127 SHONNY CTAddressLine1Txt
CityLAKEWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08701ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7329016510RecipientPhoneNum
Form And Info And MaterialsNO FORMAL SUBMISSION FORMAT IS REQUIRED.FormAndInfoAndMaterialsTxt
Submission DeadlinesAPPLICATION MAY BE SUBMITTED AT ANY TIME DURING THE YEAR.SubmissionDeadlinesTxt
Restrictions On AwardsTHERE IS NO LIMITATIONS OR RESTRICTIONS. ALL AWARDS ARECONSIDERED BASED ON THEIR OWN MERITS AND THE RECIPIENTSNEEDS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
VARIOUS CHARITABLE ORGANIZATIONS
1515 PINE STREETLAKEWOODNJ08701NONEPCCHARITABLE$95,351
YESHIVA GEDOLAH OF TORONTO
1221 AVENUE SBROOKLYNNY11229NONEPCCHARITABLE$8,000
CONG ZICHRON ARYEH LEIB
720 VINELAKEWOODNJ08701NONEPCCHARITABLE$5,000
TORAH CENTER FOR HIGHER RABBINICAL
1101 EAST 29TH STREETBROOKLYNNY11210NONEPCCHARITABLE$17,800
YESHIVA CHACHMEI LUBLIN
411 AVENUE FBROOKLYNNY11218NONEPCCHARITABLE$8,600
YESHIVA HEICHAL HATORAH
191 Viola RoadMONSEYNY10952NONEPCCHARITABLE$5,000
YESHIVA KNESSES BAIS AARON
1951 NEW CENTRAL AVELAKEWOODNJ08701NONEPCCHARIATABLE$6,340
CHESED OF LAKEWOOD
72B PARK AVE SLAKEWOODNJ08701NONEPCCHARITBABLE$6,000
EZRAS YISROEL
4415 14TH AVEBROOKLYNNY11219NONEPCCHARITABLE$10,750
PAYPAL GIVING FUND
1250 I STREET NW SUITE 1202WASHINGTONDC20005NONEPCCHARITABLE$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$187,841TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$45,639ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$45,639ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$45,639TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
2015-CP CAPITAL CLT TR
127 SHONNY COURTLAKEWOODNJ08701$5,000Yes (X)
CP CAPITAL CLT
227 SHONNY COURTLAKEWOODNJ08701$5,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,080Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CREDIT CARD FEES$175$175
FILING FEES$19$19

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCREDIT CARD PAYABLEDesc
BOY Book Value$11,488BOYBookValueAmt
EOY Book Value$35,793EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryExcise taxCategoryTxt
Amt$1,171Amt

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