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THE YABLON FAMILY FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
THE YABLON FAMILY FOUNDATION INC (EIN 20-2031127)
Tax period
2022-12-01 to 2023-11-30
Filed
2024-03-13
IRS object ID
202420739349100112
Schema version
2022v5.0
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)
Return2024-03-13T09:10:23-05:00ReturnTs
Tax Period End2023-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202031127EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Yablon Family Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlYABLBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAUL YABLONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2024-02-29SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPAULPersonFirstNm
Person LastYABLONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$409,846FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$19,470InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$19,470InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$6,063DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,063DividendsNetInvstIncmAmt
Gross Sales Price$500,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$25,533TotalRevAndExpnssAmt
Total Net Invst Incm$25,533TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Expenses Rev And Expnss$7,650OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$7,650OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,650TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,650TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$134,680ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$134,680ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$142,330TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$142,330TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$116,797ExcessRevenueOverExpensesAmt
Net Investment Income$25,533NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$32,029SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$409,482SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$409,482SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$494,250USGovernmentObligationsBOYAmt
Corporate Stock BOY$284,375CorporateStockBOYAmt
Corporate Stock EOY$284,375CorporateStockEOYAmt
Corporate Stock EOYFMV$364CorporateStockEOYFMVAmt
Total Assets BOY$810,654TotalAssetsBOYAmt
Total Assets EOY$693,857TotalAssetsEOYAmt
Total Assets EOYFMV$409,846TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$810,654RetainedEarningBOYAmt
Retained Earning EOY$693,857RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$810,654TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$693,857TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$810,654TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$693,857TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$810,654TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$116,797ExcessRevenueOverExpensesAmt
Subtotal$693,857SubtotalAmt
Tot Net Ast Or Fund Balances EOY$693,857TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$500,000GrossSalesPriceAmt
Cost Or Other Basis$500,000CostOrOtherBasisAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$355InvestmentIncomeExciseTaxAmt
Subtotal$355SubtotalAmt
Tax Based On Investment Income$355TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$877EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$877TotalPaymentsAndCreditsAmt
Overpayment$522OverpaymentAmt
Applied To ES Tax$522AppliedToESTaxAmt

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 SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
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
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

FieldValueIRS element (for citing)
PersonPaul YablonPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
TitleDir, PresTitleTxt
Average Hrs Per Wk Devoted To Pos2.0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$44,837AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$429,550AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$474,387TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$474,387AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,116CashDeemedCharitableAmt
Net Vl Noncharitable Assets$467,271NetVlNoncharitableAssetsAmt
Minimum Investment Return$23,364MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$23,364MinimumInvestmentReturnAmt
Tax Based On Investment Income$355TaxBasedOnInvestmentIncomeAmt
Total Tax$355TotalTaxAmt
Distributable Before Adj$23,009DistributableBeforeAdjAmt
Distributable Before Ded$23,009DistributableBeforeDedAmt
Distributable As Adjusted$23,009DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$142,330ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$142,330QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$23,009DistributableAsAdjustedAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Excess Distribution Cyov Yr5$197,775ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$109,791ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$72,735ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$138,552ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$62,119ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$580,972TotalExcessDistributionCyovAmt
Qualifying Distributions$142,330QualifyingDistributionsAmt
Applied To Current Year$23,009AppliedToCurrentYearAmt
Remaining Distri From Corpus$119,321RemainingDistriFromCorpusAmt
Total Corpus$700,293TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$197,775ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$502,518ExcessDistriCyovToNextYrAmt
Excess From Year4$109,791ExcessFromYear4Amt
Excess From Year3$72,735ExcessFromYear3Amt
Excess From Year2$138,552ExcessFromYear2Amt
Excess From Year1$62,119ExcessFromYear1Amt
Excess From Current Year$119,321ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPaul YablonContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICA GIVES INC
228 PARK AVE S 71410NEW YORKNY10003N/APCSquashBond Israel Support$18,000
AMERICAN FRIENDS OF MAGEN DAVID ADOM
20 W 36TH ST SUITE 1100NEW YORKNY10018N/APCGeneral & Unrestricted$9,000
CITY SQUASH INC
PO BOX 619 FORDHAM STABRONXNY10458N/APCSEA board fundraiser$10,000
DYSAUTONOMIA FOUNDATION INC
315 W 39TH ST RM 701NEW YORKNY10018N/APCGeneral & Unrestricted$180
ETHICAL CULTURE FIELDSTON SCHOOL
33 CENTRAL PARK WNEW YORKNY10023N/APCGeneral & Unrestricted$1,800
FRIENDS OF THE ISRAEL DEFENSE FORCES
PO BOX 4224NEW YORKNY10163N/APCGeneral & Unrestricted$1,000
KOL HANEARIM INC
185 GREAT NECK ROAD STE 4DGREAT NECKNY11021N/APCIsraeli support effort led by Scott Freidman$3,600
LIFE CAMPS INCORPORATED
11112 SUTPHIN BLVDJAMAICANY11435N/APCCharitable Event$1,000
MEMORIAL SLOAN-KETTERING CANCER CENTER - CYCLE FOR
PO BOX 27432NEW YORKNY10087N/APCCharitable Event$500
NEPM FOUNDATION INC
29 MILLFARM LNSOUTHAMPTONNY11968N/APCGeneral & Unrestricted$1,000
NEW YORK SYNAGOGUE AND TORAH CENTER
1455 UNION STBROOKLYNNY11213N/APCRabbi's Construction project$25,000
NEW YORK SYNAGOGUE AND TORAH CENTER
1455 UNION STBROOKLYNNY11213N/APCCharitable Event$3,600
NEW YORK SYNAGOGUE AND TORAH CENTER
1455 UNION STBROOKLYNNY11213N/APCCharitable Event$3,600
NEW YORK SYNAGOGUE AND TORAH CENTER
1455 UNION STBROOKLYNNY11213N/APCGeneral & Unrestricted$5,400
PARK AVENUE SYNAGOGUE
50 EAST 87TH STNEW YORKNY10028N/APCGeneral & Unrestricted$16,000
SQUASHBUSTERS INC
795 COLUMBUS AVEBOSTONMA02120N/APCGeneral & Unrestricted$1,000
THE AMERICAN FRIENDS OF MIGDAL OHR
1325 AVE OF THE AMERICAS FL 28NEW YORKNY10019N/APCIsrael support$3,600
UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTH
PO BOX 4227NEW YORKNY10261N/APCIsrael Emergency Fund$5,400
UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTH
PO BOX 4227NEW YORKNY10261N/APCUJA-Israel Emergency Fund-Talpins UJA Israel Fund$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$134,680TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19,470ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,063ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$25,533ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$25,533TotalIncomeProducingActyAmt

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

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockRITE AID CORPStockNm
EOY Book Value$284,375EOYBookValueAmt
EOYFMV$364EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$7,625$7,625
State or Local Filing Fees$25$25

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