ZTM FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ZTM FOUNDATION (EIN 27-4373238)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-07
- IRS object ID
- 201903119349100325
- Schema version
- 2018v3.1
- 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 | 2019-11-07T10:27:33-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-11-06 | 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 | 2019-11-05 | 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 | 2019-11-06 | IPDt |
| IP Tm | 11:45:15 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BA0C4BE5E03070705EDCE2823F4EE557D94AD6D2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4DA3CF31D559E32BDC16DE8D13F97DE3281A675D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,315,619 | 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 | $350,137 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $81,764 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $81,764 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $81,764 | InterestOnSavingsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $431,901 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $81,764 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $81,764 | 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 | $846 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $846 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $463 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $463 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,309 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,309 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $158,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $158,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $162,059 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,309 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $158,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $269,842 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $79,455 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $81,764 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $614,117 | CashBOYAmt |
| Cash EOY | $605,619 | CashEOYAmt |
| Cash EOYFMV | $605,619 | CashEOYFMVAmt |
| Mortgage Loans BOY | $430,000 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $710,000 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $710,000 | MortgageLoansEOYFMVAmt |
| Total Assets BOY | $1,044,117 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,315,619 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,315,619 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $500 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,160 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,160 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,043,617 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,313,459 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,043,617 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,313,459 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,044,117 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,315,619 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,043,617 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $269,842 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,313,459 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,313,459 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $90,479 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $686,142 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.131866 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $75,515 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $785,391 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.096150 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $30,160 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $687,569 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043865 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $19,320 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $521,578 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.037041 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $16,857 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $485,791 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.034700 | DistributionYr5Rt |
| Total Distribution | 0.343622 | TotalDistributionRt |
| Average Distribution | 0.068724 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $718,596 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $49,385 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $795 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $50,180 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $158,750 | 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 | $795 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $795 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $795 | 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 | $33 | EsPenaltyAmt |
| Tax Due | $828 | 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 | $159,539 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $570,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $729,539 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $729,539 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,943 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $718,596 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,930 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $35,930 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $795 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $795 | TotalTaxAmt |
| Distributable Before Adj | $35,135 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $35,135 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $35,135 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $158,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $158,750 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $795 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $157,955 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $35,135 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $33,988 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $57,876 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $91,864 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $158,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $35,135 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $123,615 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $215,479 | 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 | $215,479 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $33,988 | ExcessFromYear2Amt |
| Excess From Year1 | $57,876 | ExcessFromYear1Amt |
| Excess From Current Year | $123,615 | 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 (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF KOLLEL NACHLAS MOSHE | ||||||
| 1559 E 5TH ST | BROOKLYN | NY | 11230 | TAX EXEMPT | TO ASSIST THE NEEDY | $1,000 |
| AMERICAN FRIENDS OF YESHIVAS BRISK | ||||||
| 3301 BEDFORD AVE | BROOKLYN | NY | 11210 | TAX EXEMPT | TO ASSIST THE NEEDY | $10,000 |
| BAIS MEDRASH OF CENTRAL PARK | ||||||
| 20 IRENE COURT | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $2,550 |
| BAIS MEDRASH OF ROCKLAND | ||||||
| 2 EAST FUNSTON AVENUE | SPRING VALLEY | NY | 10977 | TAX EXEMPT | TO ASSIST THE NEEDY | $5,000 |
| BAIS MEDRASH TAHAROS | ||||||
| 127 ROUTE 59 | MONSEY | NY | 10952 | TAX EXEMPT | TO ASSIST THE NEEDY | $2,500 |
| BAIS MORDECHAI | ||||||
| 1499 HEATHWOOD AVE | LAKEWOOD | NJ | 08702 | TAX EXEMPT | TO ASSIST THE NEEDY | $1,000 |
| BAIS TOVA SCHOOL | ||||||
| 555 OAK STREET | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $1,800 |
| CHASADIM TOVIM | ||||||
| 7 MAPLE LEAF RD | MONSEY | NY | 10952 | TAX EXEMPT | TO ASSIST THE NEEDY | $1,360 |
| CHAZON AVROHOM | ||||||
| 5624 17TH AVE | BROOKLYN | NY | 11204 | TAX EXEMPT | TO ASSIST THE NEEDY | $1,000 |
| CONG ZICHRON MOSHE | ||||||
| 1441 MONMOUTH AVE | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $1,540 |
| CONGREGATION FOREST GLEN | ||||||
| 40 AIRPORT ROAD | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $4,250 |
| CONGREGATION KEREN HAGEMACH | ||||||
| 1667 53RD ST | BROOKLYN | NY | 11204 | TAX EXEMPT | TO ASSIST THE NEEDY | $5,000 |
| KEREN AVREICHIM | ||||||
| 1454 FERNWOOD AVENUE | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $12,950 |
| KEREN BIRCHAS SHMUEL | ||||||
| 45 BROADWAY 25TH FLOOR | NEW YORK | NY | 10006 | TAX EXEMPT | TO ASSIST THE NEEDY | $3,600 |
| KEREN EOM | ||||||
| 701 PRINCETON AVE | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $1,250 |
| KEREN HAIR ZICHRON YISROEL | ||||||
| 23 CARLTON AVENUE | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $9,800 |
| MISCELLANEOUS | ||||||
| 27 SHONNY CT | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $14,400 |
| NOVOMINSK ALUMNI FUND | ||||||
| 1690 60TH STREET | BROOKLYN | NY | 11204 | TAX EXEMPT | TO ASSIST THE NEEDY | $1,000 |
| REFUAH RESOURCES | ||||||
| 5904 13TH AVE | BROOKLYN | NY | 11219 | TAX EXEMPT | TO ASSIST THE NEEDY | $2,500 |
| TALMUD TORAH OF LAKEWOOD | ||||||
| 915 NEW HAMPSHIRE AVE | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $1,800 |
| TALMUDICAL YESHIVA OF PHILADELPHIA | ||||||
| 6063 DREXEL RD | PHILADELPHIA | PA | 19131 | TAX EXEMPT | TO ASSIST THE NEEDY | $1,800 |
| TELSHE YESHIVA | ||||||
| 3535 W FOSTER AVE | CHICAGO | IL | 60625 | TAX EXEMPT | TO ASSIST THE NEEDY | $2,500 |
| THE DONORS FUND | ||||||
| 328 3RD ST | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $18,500 |
| TIFERES MOSHE | ||||||
| 818 FOREST AVENUE | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $1,000 |
| TORAH CENTER FOR HIGHER RABBINICAL STUDIES INC | ||||||
| 1011 EAST 29TH STREET | BROOKLYN | NY | 11210 | TAX EXEMPT | TO ASSIST THE NEEDY | $17,000 |
| YESHIVA GEDOLAH OF TORONTO | ||||||
| 1221 AVENUE S | BROOKLYN | NY | 11229 | TAX EXEMPT | TO ASSIST THE NEEDY | $10,400 |
| YESHIVA HEICHAL HATORAH | ||||||
| 3323 RICHMOND AVENUE | STATEN ISLAND | NY | 10312 | TAX EXEMPT | TO ASSIST THE NEEDY | $6,500 |
| YESHIVA K'TANA OF LAKEWOOD | ||||||
| 120 2ND STREET | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $3,600 |
| YESHIVA NEFESH HACHAIM | ||||||
| 76 DRAKE RD | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $1,800 |
| YESHIVA YESODEI HATORAH | ||||||
| 2 YESODEI CT | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $2,550 |
| ZICHRON AVOT | ||||||
| 2119 79TH STREET | BROOKLYN | NY | 11214 | TAX EXEMPT | TO ASSIST THE NEEDY | $6,800 |
| ZICHRON MATTEL | ||||||
| PO BOX 297 | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $158,750 | 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 | $81,764 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $81,764 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $81,764 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CP CAPITAL INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 SHONNY DR | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $350,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $463 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $463 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $500 | BOYBookValueAmt |
| EOY Book Value | $2,160 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXTENSION | CategoryTxt |
| Amt | $846 | Amt |
| Net Investment Income | $846 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments