ZICHRON YONASON FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ZICHRON YONASON FOUNDATION (EIN 36-4516001)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-04
- IRS object ID
- 201913089349101301
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-04T13:34:36-08:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J H KOENIG & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 HILLCREST CENTER DRIVE - SUITE 32 | AddressLine1Txt |
| City | SPRING VALLEY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10977 | 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 | 364516001 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZICHRON YONASON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZICH | BusinessNameControlTxt |
| Phone | 8455489601 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 MARINER WAY | AddressLine1Txt |
| City | MONSEY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10952 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EFRAIM STEIF | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8455489601 | PhoneNum |
| Signature | 2019-05-05 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH KOENIG | PreparerPersonNm |
| PTIN | P00090950 | PTIN |
| Phone | 2122218082 | PhoneNum |
| Preparation | 2019-11-04 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.183.87.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-04 | IPDt |
| IP Tm | 13:34:28 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C4468A2FBF78791232C4494A4D91282A75A55478 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C4468A2FBF78791232C4494A4D91282A75A55478 | 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 | $1,892,884 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $450,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $605 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $605 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $605 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $31,473 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,473 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $31,473 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $18,779 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $9,881 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $482,078 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $50,857 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $41,959 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $500 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,492 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,492 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $11,492 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $11,492 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,006 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,006 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,006 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $1,006 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $12,998 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,998 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $12,998 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,998 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,065,047 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,065,047 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,078,045 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,998 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $12,998 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,078,045 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$595,967 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,859 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $28,961 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,081,905 | CashBOYAmt |
| Cash EOY | $413,437 | CashEOYAmt |
| Cash EOYFMV | $413,437 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl BOY | $87,668 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $229,504 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $229,504 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $261,871 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,253,603 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,249,943 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,431,444 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,896,544 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,892,884 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,431,444 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,896,544 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,431,444 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,896,544 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,431,444 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,896,544 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,431,444 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$595,967 | ExcessRevenueOverExpensesAmt |
| Other Increases | $61,067 | OtherIncreasesAmt |
| Subtotal | $1,896,544 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,896,544 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| R2000 STEPUP | P | 2017-01-26 | 2018-02-16 | $5,380 | $0 | $5,000 | $380 | $0 | $0 | $0 | $380 |
| AMEX | P | 2009-06-11 | 2018-08-27 | $50,859 | $0 | $50,000 | $859 | $0 | $0 | $0 | $859 |
| MERRILL LYNCH TRADING | P | 2018-01-01 | 2018-12-31 | $284,106 | $0 | $274,225 | $9,881 | $0 | $0 | $0 | $9,881 |
| MERRILL LYNCH TRADING | P | 2012-01-01 | 2018-12-31 | $43,021 | $0 | $35,362 | $7,659 | $0 | $0 | $0 | $7,659 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,779 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $9,881 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $24,649 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $520,104 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047392 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $511,747 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $425,387 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.203015 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $278,594 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $390,939 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.712628 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $264,696 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $348,819 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $448,430 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.777867 | DistributionYr5Rt |
| Total Distribution | 2.740902 | TotalDistributionRt |
| Average Distribution | 0.548180 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,686,211 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,472,527 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $379 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,472,906 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,078,045 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $757 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $757 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $757 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $757 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ZICHRON YONASON FOUNDATION | IndividualWithBooksNm |
| Phone | 8453620633 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 MARINER WAY | AddressLine1Txt |
| City | MONSEY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10952 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL STEIF | ||||||||
| 10 TIMOTHY COURT | MONSEY | NY | 10952 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| EFRAIM STEIF | ||||||||
| 39 MARINER WAY | MONSEY | NY | 10952 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DIRECT CONTRIBUTIONS TO EDUCATIONAL AND CHARITABLE INSTITUTIONS SEE PART XV FOR DETAILS | Description1Txt |
| Expenses1 | $1,065,047 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,247,671 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,479,447 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,727,118 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,727,118 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,907 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,686,211 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $134,311 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $134,311 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $757 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $757 | TotalTaxAmt |
| Distributable Before Adj | $133,554 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $133,554 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $133,554 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,078,045 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,078,045 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,078,045 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $133,554 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $326,469 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $264,866 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $259,437 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $490,652 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,341,424 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,078,045 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $133,554 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $944,491 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,285,915 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $326,469 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,959,446 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $264,866 | ExcessFromYear4Amt |
| Excess From Year3 | $259,437 | ExcessFromYear3Amt |
| Excess From Year2 | $490,652 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $944,491 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | INFORMATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | AVAILABLE UPON REQUEST | AddressLine1Txt |
| City | MONSEY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10952 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | 501c3 | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | EDUCATIONALRELIGIOUS | GrantOrContributionPurposeTxt |
| Amt | $1,065,047 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,065,047 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $605 | UnrelatedBusinessTaxblIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $31,473 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $32,078 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $32,078 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | N/A | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 Person | EFRAIM STEIF | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 MARINER WAY | AddressLine1Txt |
| City | MONSEY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10952 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $450,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT | Desc |
| Amt | $61,067 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $1,006 | Amt |
| Net Investment Income | $1,006 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,006 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,006 | DisbursementsCharitablePrpsAmt |
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