ZTM FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ZTM FOUNDATION (EIN 27-4373238)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-16
- IRS object ID
- 201611379349102216
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T14:14:01-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALAN BOTWINICK | PreparerPersonNm |
| PTIN | P00841433 | PTIN |
| Phone | 7182361600 | PhoneNum |
| Preparation | 2016-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $781,010 | 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 | $25,106 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $26,789 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26,789 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $26,789 | InterestOnSavingsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $51,895 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,789 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $26,789 | 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 | $1,000 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $798 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $798 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,798 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,798 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,000 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,160 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,160 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $32,958 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,798 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,000 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $30,160 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $18,937 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,991 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $25,789 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $326,273 | CashBOYAmt |
| Cash EOY | $351,010 | CashEOYAmt |
| Cash EOYFMV | $351,010 | CashEOYFMVAmt |
| Mortgage Loans BOY | $608,000 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $430,000 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $430,000 | MortgageLoansEOYFMVAmt |
| Total Assets BOY | $934,273 | TotalAssetsBOYAmt |
| Total Assets EOY | $781,010 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $781,010 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $170,000 | LoansFromOfficersBOYAmt |
| Other Liabilities BOY | $3,700 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,500 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $173,700 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,500 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $760,573 | UnrestrictedBOYAmt |
| Unrestricted EOY | $779,510 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $760,573 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $779,510 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $934,273 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $781,010 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $760,573 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $18,937 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $779,510 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $779,510 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $19,320 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $521,578 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.037041 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $16,857 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $485,791 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.034700 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $19,182 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $223,001 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.086018 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,113 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $118,200 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.034797 | DistributionYr4Rt |
| Total Distribution | 0.192556 | TotalDistributionRt |
| Average Distribution | 0.048139 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $687,569 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $33,099 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $250 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $33,349 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $30,160 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $500 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $500 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $500 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $12 | EsPenaltyAmt |
| Tax Due | $512 | 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 | 7329016501 | 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 |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
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 | $320,993 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $377,047 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $698,040 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $698,040 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,471 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $687,569 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,378 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,378 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $500 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $500 | TotalTaxAmt |
| Distributable Before Adj | $33,878 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $33,878 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $33,878 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $30,160 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $30,160 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $30,160 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,878 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $93 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $93 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $30,160 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,160 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $93 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $93 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,625 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
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 (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMALEH SHEL TORAH | ||||||
| 1072 MADISON AVENUE | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $860 |
| BAIS TOVA SCHOOL | ||||||
| 555 OAK STREET | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $1,000 |
| CHAI LIFELINE | ||||||
| 151 W 30TH STREET | NEW YORK | NY | 10001 | TAX EXEMPT | TO ASSIST THE NEEDY | $500 |
| CHEDER BNAI TORAH | ||||||
| 166 MAIN STREET | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $1,000 |
| CHICAGO CHESED FUND | ||||||
| 7045 N RIDGEWAY AVE | LINCOLNWOOD | IL | 60712 | TAX EXEMPT | TO ASSIST THE NEEDY | $2,000 |
| CONGREGATION FOREST GLEN | ||||||
| 40 AIRPORT ROAD | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $7,100 |
| EIN OD MELVADO | ||||||
| 621 5TH STREET | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $360 |
| KEREN AVREICHIM | ||||||
| 1454 FERNWOOD AVENUE | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $3,500 |
| KEREN HAIR ZICHRON YISROEL | ||||||
| 23 CARLTON AVENUE | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $4,350 |
| MESIVTA NACHLAS DOV | ||||||
| 303 RIDGE AVENUE | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $1,000 |
| MIFAL YISMACH LEV | ||||||
| PO BOX 50226 | BROOKLYN | NY | 11205 | TAX EXEMPT | TO ASSIST THE NEEDY | $1,800 |
| MISCELLANEOUS | ||||||
| 27 SHONNY CT | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $2,830 |
| NACHLAS BAIS YAAKOV | ||||||
| 18 RIVKA LN | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $1,000 |
| SHEMIRAS SEDORIM | ||||||
| 667 8TH STREET | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $360 |
| YESHIVA BIRCHAS CHAIM | ||||||
| 960 W KENNEDY BLVD | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $1,500 |
| ZICHRON BINYOMIN | ||||||
| 701 PRINCETON AVE | LAKEWOOD | NJ | 08701 | TAX EXEMPT | TO ASSIST THE NEEDY | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,160 | 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 | $26,789 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $26,789 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,789 | 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 | $3,700 | Yes (X) |
| CP CAPITAL CLT TR | ||||||
| 2 | 27 SHONNY DR | LAKEWOOD | NJ | 08701 | $21,406 | 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 | $1,000 | 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 | $168 | $168 | $0 | $0 |
| FILING FEES | $630 | $630 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $3,700 | BOYBookValueAmt |
| EOY Book Value | $1,500 | EOYBookValueAmt |
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