BETA

ZTM FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ZTM FOUNDATION (EIN 27-4373238)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-07-21
IRS object ID
202512029349100106
Schema version
2024v5.2
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)
Return2025-07-21T08:21:12-07:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-07-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNathan WilamowskyPreparerPersonNm
PTINP01479911PTIN
Phone2122211140PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$452,482FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$15,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$47,318InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$47,318InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$47,318InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$62,318TotalRevAndExpnssAmt
Total Net Invst Incm$47,318TotalNetInvstIncmAmt
Total Adj Net Incm$47,318TotalAdjNetIncmAmt
Taxes Rev And Expnss$1,228TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$145OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$115OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$30OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,373TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$115TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$30TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$171,568ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$171,568ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$172,941TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$115TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$171,598TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$110,623ExcessRevenueOverExpensesAmt
Net Investment Income$47,203NetInvestmentIncomeAmt
Adjusted Net Income$47,318AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$112,206SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$982SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$982SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$451,500OtherInvestmentsBOYAmt
Other Investments EOY$451,500OtherInvestmentsEOYAmt
Other Investments EOYFMV$451,500OtherInvestmentsEOYFMVAmt
Total Assets BOY$563,706TotalAssetsBOYAmt
Total Assets EOY$452,482TotalAssetsEOYAmt
Total Assets EOYFMV$452,482TotalAssetsEOYFMVAmt
Other Liabilities BOY$12,089OtherLiabilitiesBOYAmt
Other Liabilities EOY$11,488OtherLiabilitiesEOYAmt
Total Liabilities BOY$12,089TotalLiabilitiesBOYAmt
Total Liabilities EOY$11,488TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$551,617NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$440,994NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$551,617TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$440,994TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$563,706TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$452,482TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$551,617TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$110,623ExcessRevenueOverExpensesAmt
Subtotal$440,994SubtotalAmt
Tot Net Ast Or Fund Balances EOY$440,994TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$656InvestmentIncomeExciseTaxAmt
Subtotal$656SubtotalAmt
Tax Based On Investment Income$656TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$300EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$1,171ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$1,471TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$15EsPenaltyAmt
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$28,096AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$451,500FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$479,596TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$479,596AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,194CashDeemedCharitableAmt
Net Vl Noncharitable Assets$472,402NetVlNoncharitableAssetsAmt
Minimum Investment Return$23,620MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$23,620MinimumInvestmentReturnAmt
Tax Based On Investment Income$656TaxBasedOnInvestmentIncomeAmt
Total Tax$656TotalTaxAmt
Distributable Before Adj$22,964DistributableBeforeAdjAmt
Distributable Before Ded$22,964DistributableBeforeDedAmt
Distributable As Adjusted$22,964DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$171,598ExpensesAndContributionsAmt
Qualifying Distributions$171,598QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$22,964DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$190,065ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$90,401ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$203,438ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$347,018ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$349,516ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,180,438TotalExcessDistributionCyovAmt
Qualifying Distributions$171,598QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$22,964AppliedToCurrentYearAmt
Remaining Distri From Corpus$148,634RemainingDistriFromCorpusAmt
Total Corpus$1,329,072TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$190,065ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,139,007ExcessDistriCyovToNextYrAmt
Excess From Year4$90,401ExcessFromYear4Amt
Excess From Year3$203,438ExcessFromYear3Amt
Excess From Year2$347,018ExcessFromYear2Amt
Excess From Year1$349,516ExcessFromYear1Amt
Excess From Current Year$148,634ExcessFromCurrentYearAmt

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 (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE DONORS FUND
328 3RD STLAKEWOODNJ08701NONEEXEMPTCHARITABLE$18,065
VARIOUS CHARITABLE ORGANIZATIONS
1515 PINE STREETLAKEWOODNJ08701NONEEXEMPTCHARITABLE$89,203
CONG ZICHRON ARYEH LEIB
720 VINELAKEWOODNJ08701NONEEXEMPTCHARITABLE$5,000
TORAH CENTER FOR HIGHER RABBINICAL
1101 EAST 29TH STREETBROOKLYNNY11210NONEEXEMPTCHARITABLE$32,500
YESHIVA YESODEI HATORAH
2 YESODEI COURTLAKEWOODNJ08701NONEEXEMPTCHARITABLE$11,800
TALMUDICAL YESHIVA OF PHILADELPHIA
6063 DREXEL RDPHILADELPHIAPA19131NONEEXEMPTCHARITABLE$5,000
PRESS FOUNDATION
1720 57TH STREETBROOKLYNNY11204NONEEXEMPTCHARITABLE$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$171,568TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$47,318ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$47,318ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$47,318TotalIncomeProducingActyAmt

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 PersonCP CAPITAL CLTContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line127 SHONNY COURTAddressLine1Txt
CityLAKEWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08701ZIPCd
FieldValueIRS element (for citing)
Total Contributions$12,500TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CREDIT CARD FEES$115$115
FILING FEES$30$30

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
CREDIT CARD PAYABLE$10,639$11,488
CASH OVERDRAFT$1,450

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryExcise taxCategoryTxt
Amt$1,228Amt

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