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ZICHRON YONASON FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ZICHRON YONASON FOUNDATION (EIN 36-4516001)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-31
IRS object ID
202423059349101132
Schema version
2023v5.1
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)
Return2024-10-31T12:14:50-07:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN262708179PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JHKCO INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 HILLCREST CENTER DR STE 328AddressLine1Txt
CitySPRING VALLEYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10977ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN364516001EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ZICHRON YONASON FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlZICHBusinessNameControlTxt
Phone8455489601PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line139 MARINER WAYAddressLine1Txt
CityMONSEYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10952ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEFRAIM STEIFPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8455489601PhoneNum
Signature2024-10-28SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonURI KOENIGPreparerPersonNm
PTINP00633655PTIN
Phone8454258100PhoneNum
Preparation2024-10-31PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,292,354FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$450,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$57InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$57InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$57InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$26,340DividendsRevAndExpnssAmt
Dividends Net Invst Incm$26,340DividendsNetInvstIncmAmt
Dividends Adj Net Incm$26,340DividendsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$1,808CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$1,808NetSTCapitalGainAdjNetIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$476,397TotalRevAndExpnssAmt
Total Net Invst Incm$28,205TotalNetInvstIncmAmt
Total Adj Net Incm$28,205TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$0AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$4,999OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,999OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$4,999OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$4,999OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,161TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,161TaxesNetInvstIncmAmt
Taxes Adj Net Incm$1,161TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$1,161TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$0OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$6,160TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,160TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$6,160TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,160TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$850,052ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$850,052ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$856,212TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,160TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$6,160TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$856,212TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$379,815ExcessRevenueOverExpensesAmt
Net Investment Income$22,045NetInvestmentIncomeAmt
Adjusted Net Income$22,045AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$461,184CashBOYAmt
Cash EOY$30,178CashEOYAmt
Cash EOYFMV$30,178CashEOYFMVAmt
Sav And Temp Cash Invst EOY$155,341SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$155,341SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$696,711CorporateStockBOYAmt
Corporate Stock EOY$592,561CorporateStockEOYAmt
Corporate Stock EOYFMV$1,106,835CorporateStockEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$1,157,895TotalAssetsBOYAmt
Total Assets EOY$778,080TotalAssetsEOYAmt
Total Assets EOYFMV$1,292,354TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,157,895NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$778,080NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,157,895TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$778,080TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,157,895TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$778,080TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,157,895TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$379,815ExcessRevenueOverExpensesAmt
Subtotal$778,080SubtotalAmt
Tot Net Ast Or Fund Balances EOY$778,080TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtFMV As Of123169FMVAsOf123169AmtAdjusted Basis As Of123169AdjustedBasisAsOf123169AmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MERRILL LYNCH TRADINGP2023-01-012023-12-31$34,575$0$27,553$7,022$0$0$0$7,022
MERRILL LYNCH TRADINGP2023-01-012023-12-31$183,457$0$188,671-$5,214$0$0$0-$5,214
FieldValueIRS element (for citing)
Capital Gain Net Income$1,808CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$1,808NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$306InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$306SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$306TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Tax Due$306TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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
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
Individual With BooksZICHRON YONASON FOUNDATIONIndividualWithBooksNm
Phone8453620633PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line139 MARINER WAYAddressLine1Txt
CityMONSEYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10952ZIPCd
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
Excess Business HoldingsfalseExcessBusinessHoldingsInd
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

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MICHAEL STEIF
10 TIMOTHY COURTMONSEYNY10952TRUSTEE1.00$0$0$0
EFRAIM STEIF
39 MARINER WAYMONSEYNY10952TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1DIRECT CONTRIBUTIONS TO EDUCATIONAL AND CHARITABLE INSTITUTIONS SEE PART XV FOR DETAILSDescription1Txt
Expenses1$850,052Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$323,352AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,106,835FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,430,187TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,430,187AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$21,453CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,408,734NetVlNoncharitableAssetsAmt
Minimum Investment Return$70,437MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$70,437MinimumInvestmentReturnAmt
Tax Based On Investment Income$306TaxBasedOnInvestmentIncomeAmt
Total Tax$306TotalTaxAmt
Distributable Before Adj$70,131DistributableBeforeAdjAmt
Distributable Before Ded$70,131DistributableBeforeDedAmt
Distributable As Adjusted$70,131DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$856,212ExpensesAndContributionsAmt
Qualifying Distributions$856,212QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$70,131DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$944,491ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$936,264ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$575,588ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$829,059ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,294,076ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,579,478TotalExcessDistributionCyovAmt
Qualifying Distributions$856,212QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$70,131AppliedToCurrentYearAmt
Remaining Distri From Corpus$786,081RemainingDistriFromCorpusAmt
Total Corpus$5,365,559TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$944,491ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,421,068ExcessDistriCyovToNextYrAmt
Excess From Year4$936,264ExcessFromYear4Amt
Excess From Year3$575,588ExcessFromYear3Amt
Excess From Year2$829,059ExcessFromYear2Amt
Excess From Year1$1,294,076ExcessFromYear1Amt
Excess From Current Year$786,081ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNAContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonINFORMATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1AVAILABLE UPON REQUESTAddressLine1Txt
CityMONSEYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10952ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation Status501c3RecipientFoundationStatusTxt
Grant Or Contribution PurposeEDUCATIONALRELIGIOUSGrantOrContributionPurposeTxt
Amt$850,052Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$850,052TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Business900099BusinessCd
Unrelated Business Taxbl Incm$57UnrelatedBusinessTaxblIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Business900099BusinessCd
Unrelated Business Taxbl Incm$26,340UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$26,397UnrelatedBusinessTaxblIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$26,397TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line NumberN/ALineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonEFRAIM STEIFContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line139 MARINER WAYAddressLine1Txt
CityMONSEYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10952ZIPCd
FieldValueIRS element (for citing)
Total Contributions$450,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Amt$1,161Amt
Net Investment Income$1,161NetInvestmentIncomeAmt
Adjusted Net Income$1,161AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,161DisbursementsCharitablePrpsAmt

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