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ZICHRON YONASON FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ZICHRON YONASON FOUNDATION (EIN 36-4516001)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-11
IRS object ID
202143159349102349
Schema version
2020v4.1
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)
Return2021-11-11T11:33:49-08:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1J H KOENIG & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 HILLCREST CENTER DRIVE - SUITE 32AddressLine1Txt
CitySPRING VALLEYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10977ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-11-08SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstEFRAIMPersonFirstNm
Person LastSTEIFPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH KOENIGPreparerPersonNm
PTINP00090950PTIN
Phone2122218082PhoneNum
Preparation2021-11-11PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
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$1,166,775FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$566,913ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$12,669DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,669DividendsNetInvstIncmAmt
Dividends Adj Net Incm$12,669DividendsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$57,501CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$579,582TotalRevAndExpnssAmt
Total Net Invst Incm$70,170TotalNetInvstIncmAmt
Total Adj Net Incm$12,669TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$0AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$4,599OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,599OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$4,599OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$4,599OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$406TaxesRevAndExpnssAmt
Taxes Net Invst Incm$406TaxesNetInvstIncmAmt
Taxes Adj Net Incm$406TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$406TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$0OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$5,005TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,005TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$5,005TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,005TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$626,811ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$626,811ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$631,816TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,005TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$5,005TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$631,816TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$52,234ExcessRevenueOverExpensesAmt
Net Investment Income$65,165NetInvestmentIncomeAmt
Adjusted Net Income$7,664AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$148,292CashBOYAmt
Cash EOY$57,061CashEOYAmt
Cash EOYFMV$57,061CashEOYFMVAmt
Sav And Temp Cash Invst EOY$104,611SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$104,611SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl BOY$110,454OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$86,304OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$86,304OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$735,581CorporateStockBOYAmt
Corporate Stock EOY$566,501CorporateStockEOYAmt
Corporate Stock EOYFMV$918,799CorporateStockEOYFMVAmt
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$994,327TotalAssetsBOYAmt
Total Assets EOY$814,477TotalAssetsEOYAmt
Total Assets EOYFMV$1,166,775TotalAssetsEOYFMVAmt
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$994,327NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$814,477NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$994,327TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$814,477TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$994,327TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$814,477TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$994,327TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$52,234ExcessRevenueOverExpensesAmt
Subtotal$942,093SubtotalAmt
Other Decreases$127,616OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$814,477TotNetAstOrFundBalancesEOYAmt

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 TRADINGP2019-01-012020-12-31$234,526$0$231,914$2,612$0$0$0$2,612
MERRILL LYNCH TRADINGP2019-01-012020-12-31$93,486$0$38,597$54,889$0$0$0$54,889
FieldValueIRS element (for citing)
Capital Gain Net Income$57,501CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$906InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$906SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$906TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Tax Due$906TaxDueAmt
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$626,811Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$154,982AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,005,103FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,160,085TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,160,085AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$17,401CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,142,684NetVlNoncharitableAssetsAmt
Minimum Investment Return$57,134MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$57,134MinimumInvestmentReturnAmt
Tax Based On Investment Income$906TaxBasedOnInvestmentIncomeAmt
Total Tax$906TotalTaxAmt
Distributable Before Adj$56,228DistributableBeforeAdjAmt
Distributable Before Ded$56,228DistributableBeforeDedAmt
Distributable As Adjusted$56,228DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$631,816ExpensesAndContributionsAmt
Qualifying Distributions$631,816QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$631,816AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$56,228DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$259,437ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$490,652ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$944,491ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$936,264ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,630,844TotalExcessDistributionCyovAmt
Qualifying Distributions$631,816QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$56,228AppliedToCurrentYearAmt
Remaining Distri From Corpus$575,588RemainingDistriFromCorpusAmt
Total Corpus$3,206,432TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$259,437ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,946,995ExcessDistriCyovToNextYrAmt
Excess From Year4$490,652ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$944,491ExcessFromYear2Amt
Excess From Year1$936,264ExcessFromYear1Amt
Excess From Current Year$575,588ExcessFromCurrentYearAmt

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$626,811Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$626,811TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Business900099BusinessCd
Unrelated Business Taxbl Incm$12,669UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$12,669UnrelatedBusinessTaxblIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$12,669TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
EFRAIM STEIF
139 MARINER WAYMONSEYNY10952$500,000Yes (X)
MICHAEL STEIF
210 TIMOTHY COURTMONSEYNY10952$66,913Yes (X)

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENTDesc
Amt$127,616Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Amt$406Amt
Net Investment Income$406NetInvestmentIncomeAmt
Adjusted Net Income$406AdjustedNetIncomeAmt
Disbursements Charitable Prps$406DisbursementsCharitablePrpsAmt

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