ZTM FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ZTM FOUNDATION (EIN 27-4373238)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202043219349101894
- Schema version
- 2019v5.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T10:46:12-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113360065 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTH & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1428 36TH STREET SUITE 200 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11218 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274373238 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZTM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZTMF | BusinessNameControlTxt |
| Phone | 7329016510 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 SHONNY CT | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSHUA TELLER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7329016510 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BENZION SPIELMAN | PreparerPersonNm |
| PTIN | P00849535 | PTIN |
| Phone | 7182361600 | PhoneNum |
| Preparation | 2020-11-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 192.73.80.18 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 11:43:20 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Federal Original Submission Id | 12812320203210356e09 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-16 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 07417E3BD3B6BB3CAAD9C0FFAB432DBB8069A8C7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C25E36D1CC0C8E815A0017270B71F1BAC77A2F6A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,360,107 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $165,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $106,638 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $106,638 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $106,638 | InterestOnSavingsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $271,638 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $106,638 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $106,638 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $876 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $876 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $545 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $545 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,421 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,421 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $232,869 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $232,869 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $236,290 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,421 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $232,869 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $35,348 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $104,217 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $106,638 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $605,619 | CashBOYAmt |
| Cash EOY | $602,507 | CashEOYAmt |
| Cash EOYFMV | $602,507 | CashEOYFMVAmt |
| Mortgage Loans BOY | $710,000 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $757,600 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $757,600 | MortgageLoansEOYFMVAmt |
| Total Assets BOY | $1,315,619 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,360,107 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,360,107 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,160 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $11,300 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,160 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,300 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,313,459 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,348,807 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,313,459 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,348,807 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,315,619 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,360,107 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,313,459 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $35,348 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,348,807 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,348,807 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $157,955 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $718,596 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.219811 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $90,479 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $686,142 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.131866 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $75,515 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $785,391 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.096150 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $30,160 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $687,569 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043865 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $19,320 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $521,578 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.037041 | DistributionYr5Rt |
| Total Distribution | 0.528733 | TotalDistributionRt |
| Average Distribution | 0.105747 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $876,920 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $92,732 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,042 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $93,774 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $232,869 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,042 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,042 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,042 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $30 | EsPenaltyAmt |
| Tax Due | $1,072 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ZTM FOUNDATION | IndividualWithBooksNm |
| Phone | 7329016510 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 SHONNY CT | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOSHUA TELLER | ||||||||
| 27 SHONNY CT | LAKEWOOD | NJ | 08701 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| DUCIA TELLER | ||||||||
| 27 SHONNY CT | LAKEWOOD | NJ | 08701 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $156,474 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $733,800 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $890,274 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $890,274 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,354 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $876,920 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $43,846 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $43,846 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,042 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,042 | TotalTaxAmt |
| Distributable Before Adj | $42,804 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $42,804 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $42,804 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $232,869 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $232,869 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,042 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $231,827 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,804 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $33,988 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $57,876 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $123,615 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $215,479 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $232,869 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $42,804 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $190,065 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $405,544 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $405,544 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $33,988 | ExcessFromYear3Amt |
| Excess From Year2 | $57,876 | ExcessFromYear2Amt |
| Excess From Year1 | $123,615 | ExcessFromYear1Amt |
| Excess From Current Year | $190,065 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSHUA TELLER | ContributingManagerNm |
| Contributing Manager | DUCIA TELLER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOSHUA TELLER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 SHONNY CT | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7329016510 | RecipientPhoneNum |
| Form And Info And Materials | NO FORMAL SUBMISSION FORMAT IS REQUIRED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATION MAY BE SUBMITTED AT ANY TIME DURING THE YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THERE IS NO LIMITATIONS OR RESTRICTIONS. ALL AWARDS ARE CONSIDERED BASED ON THEIR OWN MERITS AND THE RECIPIENTS' NEEDS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF RCT | ||||||
| 510 SECOND STREET | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $3,600 |
| AMERICAN FRIENDS OF YESHIVAS BRISK | ||||||
| 3301 BEDFORD AVE | BROOKLYN | NY | 11210 | TAX EXEMPT | TO ASSIST THE NEEDY | $7,700 |
| AMERICAN FRIENDS OF YISA BRACHA | ||||||
| 88 WHISPER COURT | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $1,000 |
| BAIS HORA'AH OF LAKEWOOD | ||||||
| 401 MADISON AVENUE | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $2,000 |
| BAIS MEDRASH AVREICHIM | ||||||
| 400 CAREY STREET | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $1,000 |
| BAIS MEDRASH OF CENTRAL PARK | ||||||
| 20 IRENE COURT | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $5,820 |
| BAIS MEDRASH TAHAROS | ||||||
| 127 ROUTE 59 | MONSEY | NY | 10952 | TAX EXEMPT | TO ASSIST THE NEEDY | $1,000 |
| BAIS R ARON | ||||||
| 19 OLIVE COURT | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $1,000 |
| BAIS TOVA SCHOOL | ||||||
| 555 OAK STREET | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $1,500 |
| BAIS YAAKOV | ||||||
| 277 JAMES STREET | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $3,500 |
| BAIS YOSEF | ||||||
| 137 FOREST PARK CIR | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $1,000 |
| BETH MEDRASH OF ASBURY PARK | ||||||
| 1500 VERMONT AVENUE | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $3,600 |
| CHESED OF LAKEWOOD | ||||||
| 72B PARK AVENUE S | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $1,000 |
| CONG AHAVAS CHESED | ||||||
| 120 2ND STREET | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $2,650 |
| CONG GATES OF MERCY | ||||||
| 475 OBERLIN AVE S STE 203 | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $3,000 |
| CONG YAD SHAUL | ||||||
| 810 7TH AVE 28TH FLOOR | NEW YORK | NY | 10019 | TAX EXEMPT | TO ASSIST THE NEEDY | $2,500 |
| CONG ZICHRON MOSHE | ||||||
| 1441 MONMOUTH AVE | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $10,660 |
| CONGREGATION FOREST GLEN | ||||||
| 40 AIRPORT ROAD | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $2,500 |
| CONGREGATION NACHLAS YISROEL | ||||||
| 1483 E SPRUCE STREET | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $1,000 |
| FREEHOLD KOLLEL | ||||||
| 938 PARK AVE | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $1,800 |
| KEREN AVREICHIM | ||||||
| 1454 FERNWOOD AVENUE | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $5,630 |
| KEREN BIRCHAS SHMUEL | ||||||
| 45 BROADWAY 25TH FLOOR | NEW YORK | NY | 10006 | TAX EXEMPT | TO ASSIST THE NEEDY | $2,500 |
| KEREN EOM | ||||||
| 701 PRINCETON AVE | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $2,040 |
| KEREN ORAH | ||||||
| 45 CIRCLE PLACE | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $2,630 |
| KOLLEL KINYAN TORAH | ||||||
| 31 ILLINIOS AVE | JACKSON | NJ | 08527 | TAX EXEMPT | TO ASSIST THE NEEDY | $5,000 |
| KUPAS YOM TOV | ||||||
| 44 ASPEN COURT | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $4,500 |
| MISCELLANEOUS | ||||||
| 27 SHONNY CT | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $17,279 |
| OD YOSEF CHAI | ||||||
| 18 NEW COUNTY RD | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $6,000 |
| RACHEM NA | ||||||
| 72B PARK AVENUE S | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $1,000 |
| SUPPORTERS OF TORAH | ||||||
| 45 CIRCLE PLACE | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $4,500 |
| TALMUDICAL YESHIVA OF PHILADELPHIA | ||||||
| 6063 DREXEL RD | PHILADELPHIA | PA | 19131 | TAX EXEMPT | TO ASSIST THE NEEDY | $25,000 |
| TELSHE YESHIVA | ||||||
| 3535 W FOSTER AVE | CHICAGO | IL | 60625 | TAX EXEMPT | TO ASSIST THE NEEDY | $5,000 |
| THE DONORS FUND | ||||||
| 328 3RD ST | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $17,000 |
| TIFERES MOSHE | ||||||
| 818 FOREST AVENUE | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $1,000 |
| TOMCHEI SHABBOS | ||||||
| 212 2ND STREET 403 | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $6,600 |
| TORAH CENTER FOR HIGHER RABBINICAL STUDIES INC | ||||||
| 1011 EAST 29TH STREET | BROOKLYN | NY | 11210 | TAX EXEMPT | TO ASSIST THE NEEDY | $20,000 |
| YERACH L'MOADIM | ||||||
| 175 EAST 4TH STREET | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $3,000 |
| YESHIVA ATEREST YISROEL | ||||||
| 157 SPRUCE STREET | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $1,000 |
| YESHIVA CHACHMEI LUBLIN | ||||||
| 411 AVENUE F | BROOKLYN | NY | 11218 | TAX EXEMPT | TO ASSIST THE NEEDY | $5,500 |
| YESHIVA CHAIM BERLIN | ||||||
| 1585 CONEY ISLAND AVE | BROOKLYN | NY | 11230 | TAX EXEMPT | TO ASSIST THE NEEDY | $1,600 |
| YESHIVA GEDOLA AMUDEI OHR | ||||||
| 15 WINDERMERE STREET | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $2,000 |
| YESHIVA GEDOLAH BE'ER HATORAH | ||||||
| 961 E COUNTY LINE ROAD | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $3,600 |
| YESHIVA GEDOLAH OF SOUTH BERGEN | ||||||
| 8 ROSE GARDEN WAY 302 | MONSEY | NY | 10952 | TAX EXEMPT | TO ASSIST THE NEEDY | $1,000 |
| YESHIVA GEDOLAH OF TORONTO | ||||||
| 1221 AVENUE S | BROOKLYN | NY | 11229 | TAX EXEMPT | TO ASSIST THE NEEDY | $8,000 |
| YESHIVA HEICHAL HATORAH | ||||||
| 3323 RICHMOND AVENUE | STATEN ISLAND | NY | 10312 | TAX EXEMPT | TO ASSIST THE NEEDY | $5,000 |
| YESHIVA KNESSES BAIS AARON | ||||||
| 415 1ST STREET ST B | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $1,000 |
| YESHIVA MEHALECH HATORAH | ||||||
| 231 PRIVATE WAY | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $1,000 |
| YESHIVA NEFESH HACHAIM | ||||||
| 76 DRAKE RD | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $3,360 |
| YESHIVA OHR OLAM | ||||||
| 214 5TH STREET | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $1,000 |
| YESHIVA RUACH CHAIM | ||||||
| 376 HOPE CHAPEL ROAD | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $1,800 |
| YESHIVAS RADIN | ||||||
| 12 KLETSK HILL ROAD | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $5,500 |
| ZICHRON MEYER LEIB | ||||||
| 233 BROADWAY | NEW YORK | NY | 10279 | TAX EXEMPT | TO ASSIST THE NEEDY | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $232,869 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $106,638 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $106,638 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $106,638 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| CP CAPITAL INC | ||||||
| 1 | 27 SHONNY DR | LAKEWOOD | NJ | 08701 | $150,000 | Yes (X) |
| CP CAPITAL CLT TR | ||||||
| 2 | 27 SHONNY DR | LAKEWOOD | NJ | 08701 | $15,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES | $426 | $426 | $0 | $0 |
| OFFICE EXPENSES | $119 | $119 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $2,160 | BOYBookValueAmt |
| EOY Book Value | $11,300 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXTENSION | $48 | $48 | $0 | $0 |
| FEDERAL TAX | $828 | $828 | $0 | $0 |
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