BETA

ZICHRON YONASON FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
ZICHRON YONASON FOUNDATION (EIN 36-4516001)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-11
IRS object ID
201603169349100215
Schema version
2015v2.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-11-11T08:13:36-08:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-05-11SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH KOENIGPreparerPersonNm
Phone2122218082PhoneNum
Preparation2016-11-11PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$399,526FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$274,600ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$7InterestOnSavRevAndExpnssAmt
Dividends Rev And Expnss$5,772DividendsRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$21,637CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$371OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$280,750TotalRevAndExpnssAmt
Total Net Invst Incm$21,637TotalNetInvstIncmAmt
Taxes Rev And Expnss$296TaxesRevAndExpnssAmt
Taxes Net Invst Incm$296TaxesNetInvstIncmAmt
Taxes Adj Net Incm$296TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$296TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,820OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,820OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$1,820OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$1,820OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,116TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,116TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$2,116TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,116TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$276,673ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$276,673ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$278,789TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,116TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$2,116TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$278,789TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,961ExcessRevenueOverExpensesAmt
Net Investment Income$19,521NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$46,163CashBOYAmt
Cash EOY$51,431CashEOYAmt
Cash EOYFMV$51,431CashEOYFMVAmt
Corporate Stock BOY$185,725CorporateStockBOYAmt
Corporate Stock EOY$236,556CorporateStockEOYAmt
Corporate Stock EOYFMV$348,095CorporateStockEOYFMVAmt
Total Assets BOY$231,888TotalAssetsBOYAmt
Total Assets EOY$287,987TotalAssetsEOYAmt
Total Assets EOYFMV$399,526TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$231,888UnrestrictedBOYAmt
Unrestricted EOY$287,987UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$231,888TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$287,987TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$231,888TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$287,987TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$231,888TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,961ExcessRevenueOverExpensesAmt
Other Increases$54,138OtherIncreasesAmt
Subtotal$287,987SubtotalAmt
Tot Net Ast Or Fund Balances EOY$287,987TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtFMV As Of123169FMVAsOf123169AmtAdjusted Basis As Of123169AdjustedBasisAsOf123169AmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MERRILL LYNCH TRADINGP2009-01-012015-12-31$31,046$0$31,046$0$0$0$0$0
MERRILL LYNCH TRADINGP2015-01-012015-12-31$23,382$0$23,447-$65$0$0$0-$65
MERRILL LYNCH TRADINGP2009-01-012015-12-31$109,270$0$87,568$21,702$0$0$0$21,702
FieldValueIRS element (for citing)
Capital Gain Net Income$21,637CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$65NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$264,696AdjustedQlfyDistriYr1Amt
Distribution Yr10.000000DistributionYr1Rt
Adjusted Qlfy Distri Yr2$348,819AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$448,430NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.777867DistributionYr2Rt
Adjusted Qlfy Distri Yr3$167,494AdjustedQlfyDistriYr3Amt
Distribution Yr30.000000DistributionYr3Rt
Adjusted Qlfy Distri Yr4$159,584AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$233,240NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.684205DistributionYr4Rt
Adjusted Qlfy Distri Yr5$139,015AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$235,403NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.590540DistributionYr5Rt
Total Distribution2.052612TotalDistributionRt
Average Distribution0.410522AverageDistributionRt
Net Vl Noncharitable Assets$390,939NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$160,489AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$195NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$160,684AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$278,789QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$195InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$195SubtotalAmt
Tax Based On Investment Income$195TaxBasedOnInvestmentIncomeAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Tax Due$195TaxDueAmt
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$276,673Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$48,797AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$348,095FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$396,892TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$396,892AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,953CashDeemedCharitableAmt
Net Vl Noncharitable Assets$390,939NetVlNoncharitableAssetsAmt
Minimum Investment Return$19,547MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$19,547MinimumInvestmentReturnAmt
Tax Based On Investment Income$195TaxBasedOnInvestmentIncomeAmt
Total Tax$195TotalTaxAmt
Distributable Before Adj$19,352DistributableBeforeAdjAmt
Distributable Before Ded$19,352DistributableBeforeDedAmt
Distributable As Adjusted$19,352DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$278,789ExpensesAndContributionsAmt
Qualifying Distributions$278,789QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$195PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$278,594AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$19,352DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$127,245ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$147,964ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$167,512ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$326,469ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$264,866ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,034,056TotalExcessDistributionCyovAmt
Qualifying Distributions$278,789QualifyingDistributionsAmt
Applied To Current Year$19,352AppliedToCurrentYearAmt
Remaining Distri From Corpus$259,437RemainingDistriFromCorpusAmt
Total Corpus$1,293,493TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$127,245ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,166,248ExcessDistriCyovToNextYrAmt
Excess From Year4$147,964ExcessFromYear4Amt
Excess From Year3$167,512ExcessFromYear3Amt
Excess From Year2$326,469ExcessFromYear2Amt
Excess From Year1$264,866ExcessFromYear1Amt
Excess From Current Year$259,437ExcessFromCurrentYearAmt

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$276,673Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$276,673TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Business900099BusinessCd
Unrelated Business Taxbl Incm$7UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Business900099BusinessCd
Unrelated Business Taxbl Incm$5,772UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$5,779UnrelatedBusinessTaxblIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,779TotalIncomeProducingActyAmt

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$256,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Revenue And Expenses Per Books$1,820RevenueAndExpensesPerBooksAmt
Net Investment Income$1,820NetInvestmentIncomeAmt
Adjusted Net Income$1,820AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,820DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescCAPITAL GAINS DISTRIBUTIONSDesc
Revenue And Expenses Per Books$371RevenueAndExpensesPerBooksAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENTDesc
Amt$54,138Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Amt$296Amt
Net Investment Income$296NetInvestmentIncomeAmt
Adjusted Net Income$296AdjustedNetIncomeAmt
Disbursements Charitable Prps$296DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.