BETA

ZTM FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ZTM FOUNDATION (EIN 27-4373238)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202103199349106725
Schema version
2020v4.0
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)
Return2021-11-15T14:08:27-08:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Line11430 Broadway 7th FloorAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOSHUAPersonFirstNm
Person LastTELLERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJoseph SchuckPreparerPersonNm
PTINP01440620PTIN
Phone2122211140PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,272,278FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$78,081InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$78,081InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$78,081TotalRevAndExpnssAmt
Total Net Invst Incm$78,081TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,000AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,116TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$322OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$322OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$3,438TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,322TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,000TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$156,622ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$156,622ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$160,060TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,322TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$157,622TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$81,979ExcessRevenueOverExpensesAmt
Net Investment Income$76,759NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$602,507CashBOYAmt
Cash EOY$198,095CashEOYAmt
Cash EOYFMV$198,095CashEOYFMVAmt
Sav And Temp Cash Invst EOY$80,083SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$80,083SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$757,600OtherInvestmentsBOYAmt
Other Investments EOY$994,100OtherInvestmentsEOYAmt
Other Investments EOYFMV$994,100OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,360,107TotalAssetsBOYAmt
Total Assets EOY$1,272,278TotalAssetsEOYAmt
Total Assets EOYFMV$1,272,278TotalAssetsEOYFMVAmt
Other Liabilities BOY$11,300OtherLiabilitiesBOYAmt
Other Liabilities EOY$5,450OtherLiabilitiesEOYAmt
Total Liabilities BOY$11,300TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,450TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,348,807NoDonorRstrNetAssestsBOYAmt
Tot Net Ast Or Fund Balances BOY$1,348,807TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,266,828TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,360,107TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,272,278TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,348,807TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$81,979ExcessRevenueOverExpensesAmt
Subtotal$1,266,828SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,266,828TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,067InvestmentIncomeExciseTaxAmt
Subtotal$1,067SubtotalAmt
Tax Based On Investment Income$1,067TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$21EsPenaltyAmt
Tax Due$1,088TaxDueAmt

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 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$392,468AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$994,100FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,386,568TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,386,568AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20,799CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,365,769NetVlNoncharitableAssetsAmt
Minimum Investment Return$68,288MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$68,288MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,067TaxBasedOnInvestmentIncomeAmt
Total Tax$1,067TotalTaxAmt
Distributable Before Adj$67,221DistributableBeforeAdjAmt
Distributable Before Ded$67,221DistributableBeforeDedAmt
Distributable As Adjusted$67,221DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$157,622ExpensesAndContributionsAmt
Qualifying Distributions$157,622QualifyingDistributionsAmt
Adjusted Qualifying Distri$157,622AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$67,221DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$33,988ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$57,876ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$123,615ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$190,065ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$405,544TotalExcessDistributionCyovAmt
Qualifying Distributions$157,622QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$67,221AppliedToCurrentYearAmt
Remaining Distri From Corpus$90,401RemainingDistriFromCorpusAmt
Total Corpus$495,945TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$495,945ExcessDistriCyovToNextYrAmt
Excess From Year4$33,988ExcessFromYear4Amt
Excess From Year3$57,876ExcessFromYear3Amt
Excess From Year2$123,615ExcessFromYear2Amt
Excess From Year1$190,065ExcessFromYear1Amt
Excess From Current Year$90,401ExcessFromCurrentYearAmt

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 (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BAIS MEDRASH OF CENTRAL PARK
20 IRENE COURTLAKEWOODNJ08701NONEEXEMPTCHARITABLE$4,860
TELSHE YESHIVA
3535 W FOSTER AVECHICAGOIL60625NONEEXEMPTCHARITABLE$5,000
BAIS TOVA SCHOOL
555 OAK STREETLAKEWOODNJ08701NONEEXEMPTCHARITABLE$3,600
CONG GATES OF MERCY
475 OBERLIN AVE S STE 203LAKEWOODNJ08701NONEEXEMPTCHARITABLE$11,000
KEREN BIRCHAS SHMUEL
45 BROADWAY 25TH FLOORNEW YORKNY10006NONEEXEMPTCHARITABLE$5,000
TALMUDICAL YESHIVA OF PHILADELPHIA
6063 DREXEL RDPHILADELPHIAPA19131NONEEXEMPTCHARITABLE$7,200
THE DONORS FUND
328 3RD STLAKEWOODNJ08701NONEEXEMPTCHARITABLE$19,750
BIKUR CHOLIM
93 PROSPECT STREETLAKEWOODNJ08701NONEEXEMPTCHARITABLE$5,000
VARIOUS CHARITABLE ORGANIZATIONS
27 SHONNY CTLAKEWOODNJ08701NONEEXEMPTCHARITABLE$43,162
YESHIVA GEDOLAH OF TORONTO
1221 AVENUE SBROOKLYNNY11229NONEEXEMPTCHARITABLE$12,800
CONG ZICHRON MOSHE
1441 MONMOUTH AVELAKEWOODNJ08701NONEEXEMPTCHARITABLE$8,950
TORAH CENTER FOR HIGHER RABBINICAL
1101 EAST 29TH STREETBROOKLYNNY11210NONEEXEMPTCHARITABLE$7,500
YESHIVAS RADIN
12 KLETSK HILL ROADLAKEWOODNJ08701NONEEXEMPTCHARITABLE$3,200
YESHIVA CHACHMEI LUBLIN
411 AVENUE FBROOKLYNNY11218NONEEXEMPTCHARITABLE$3,000
CONG KOLLEL BSY
111 FOREST AVELAKEWOODNJ08701NONEEXEMPTCHARITABLE$7,500
GEMACH OF JACKSON
2 HARVEST CTJACKSONNJ08527NONEEXEMPTCHARITABLE$5,100
ZICHRON YISROEL YOSEF
79 SANZ TOWN RDLAKEWOODNJ08701NONEEXEMPTCHARITABLE$4,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$156,622TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$78,081ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$78,081ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$78,081TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,000Amt
Net Investment Income$1,000NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,000DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMORTGAGE LOANSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$994,100BookValueAmt
EOYFMV$994,100EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Revenue And Expenses Per Books$322RevenueAndExpensesPerBooksAmt
Net Investment Income$322NetInvestmentIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCREDIT CARD PAYABLEDesc
BOY Book Value$11,300BOYBookValueAmt
EOY Book Value$5,450EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryExcise taxCategoryTxt
Amt$1,116Amt

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