ZICHRON YONASON FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
ZICHRON YONASON FOUNDATION (EIN 36-4516001)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-10-31
IRS object ID
201703049349100415
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-10-31T10:12:37-07:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-05-04SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH KOENIGPreparerPersonNm
Phone2122218082PhoneNum
Preparation2017-10-31PreparationDt
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$456,802FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$498,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$6,061DividendsRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$11,206CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$11,206NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$504,061TotalRevAndExpnssAmt
Total Net Invst Incm$11,206TotalNetInvstIncmAmt
Total Adj Net Incm$11,206TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$500AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$500AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$500AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$308TaxesRevAndExpnssAmt
Taxes Net Invst Incm$308TaxesNetInvstIncmAmt
Taxes Adj Net Incm$308TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$308TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,699OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,699OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$1,699OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$1,699OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,507TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,507TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$2,507TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,507TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$509,327ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$509,327ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$511,834TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,507TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$2,507TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$511,834TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$7,773ExcessRevenueOverExpensesAmt
Net Investment Income$8,699NetInvestmentIncomeAmt
Adjusted Net Income$8,699AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$51,431CashBOYAmt
Cash EOY$101,304CashEOYAmt
Cash EOYFMV$101,304CashEOYFMVAmt
Corporate Stock BOY$236,556CorporateStockBOYAmt
Corporate Stock EOY$230,226CorporateStockEOYAmt
Corporate Stock EOYFMV$355,498CorporateStockEOYFMVAmt
Total Assets BOY$287,987TotalAssetsBOYAmt
Total Assets EOY$331,530TotalAssetsEOYAmt
Total Assets EOYFMV$456,802TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$287,987UnrestrictedBOYAmt
Unrestricted EOY$331,530UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$287,987TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$331,530TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$287,987TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$331,530TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$287,987TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$7,773ExcessRevenueOverExpensesAmt
Other Increases$51,316OtherIncreasesAmt
Subtotal$331,530SubtotalAmt
Tot Net Ast Or Fund Balances EOY$331,530TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyMERRILL LYNCH TRADINGPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2016-01-01AcquiredDt
Sold2016-12-31SoldDt
Gross Sales Price$59,732GrossSalesPriceAmt
Depreciation$0DepreciationAmt
Cost Or Other Basis$48,526CostOrOtherBasisAmt
Gain Or Loss$11,206GainOrLossAmt
FMV As Of123169$0FMVAsOf123169Amt
Adjusted Basis As Of123169$0AdjustedBasisAsOf123169Amt
Excess FMV Over Adjusted Bss$0ExcessFMVOverAdjustedBssAmt
Gains Minus Excess Or Losses$11,206GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$11,206CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$11,206NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$278,594AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$390,939NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.712628DistributionYr1Rt
Adjusted Qlfy Distri Yr2$264,696AdjustedQlfyDistriYr2Amt
Distribution Yr20.000000DistributionYr2Rt
Adjusted Qlfy Distri Yr3$348,819AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$448,430NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.777867DistributionYr3Rt
Adjusted Qlfy Distri Yr4$167,494AdjustedQlfyDistriYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Adjusted Qlfy Distri Yr5$159,584AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$233,240NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.684205DistributionYr5Rt
Total Distribution2.174700TotalDistributionRt
Average Distribution0.434940AverageDistributionRt
Net Vl Noncharitable Assets$425,387NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$185,018AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$87NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$185,105AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$511,834QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$87InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$87SubtotalAmt
Tax Based On Investment Income$87TaxBasedOnInvestmentIncomeAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Tax Due$87TaxDueAmt
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 INSTITUTIONSSEE PART XV FOR DETAILSDescription1Txt
Expenses1$509,327Expenses1Amt
Expenses2$0Expenses2Amt
Expenses3$0Expenses3Amt
Expenses4$0Expenses4Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$76,367AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$355,498FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$431,865TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$431,865AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,478CashDeemedCharitableAmt
Net Vl Noncharitable Assets$425,387NetVlNoncharitableAssetsAmt
Minimum Investment Return$21,269MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$21,269MinimumInvestmentReturnAmt
Tax Based On Investment Income$87TaxBasedOnInvestmentIncomeAmt
Total Tax$87TotalTaxAmt
Distributable Before Adj$21,182DistributableBeforeAdjAmt
Distributable Before Ded$21,182DistributableBeforeDedAmt
Distributable As Adjusted$21,182DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$511,834ExpensesAndContributionsAmt
Qualifying Distributions$511,834QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$87PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$511,747AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$21,182DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$147,964ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$167,512ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$326,469ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$264,866ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$259,437ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,166,248TotalExcessDistributionCyovAmt
Qualifying Distributions$511,834QualifyingDistributionsAmt
Applied To Current Year$21,182AppliedToCurrentYearAmt
Remaining Distri From Corpus$490,652RemainingDistriFromCorpusAmt
Total Corpus$1,656,900TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$147,964ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,508,936ExcessDistriCyovToNextYrAmt
Excess From Year4$167,512ExcessFromYear4Amt
Excess From Year3$326,469ExcessFromYear3Amt
Excess From Year2$264,866ExcessFromYear2Amt
Excess From Year1$259,437ExcessFromYear1Amt
Excess From Current Year$490,652ExcessFromCurrentYearAmt

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$509,327Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$509,327TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Business900099BusinessCd
Unrelated Business Taxbl Incm$6,061UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$6,061UnrelatedBusinessTaxblIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,061TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonEFRAIM STEIFContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line139 MARINER WAYAddressLine1Txt
CityMONSEYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10952ZIPCd
FieldValueIRS element (for citing)
Total Contributions$495,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Revenue And Expenses Per Books$1,699RevenueAndExpensesPerBooksAmt
Net Investment Income$1,699NetInvestmentIncomeAmt
Adjusted Net Income$1,699AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,699DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENTDesc
Amt$51,316Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Amt$308Amt
Net Investment Income$308NetInvestmentIncomeAmt
Adjusted Net Income$308AdjustedNetIncomeAmt
Disbursements Charitable Prps$308DisbursementsCharitablePrpsAmt

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