ZICHRON YONASON FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ZICHRON YONASON FOUNDATION (EIN 36-4516001)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-26
IRS object ID
202532999349100003
Schema version
2024v5.2
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)
Return2025-10-26T08:29:56-07:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN262708179PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JHKCO INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 HILLCREST CENTER DR STE 328AddressLine1Txt
CitySPRING VALLEYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10977ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-10-22SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonURI KOENIGPreparerPersonNm
PTINP00633655PTIN
Phone8454258100PhoneNum
Preparation2025-10-26PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,600,406FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$685,860ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$168InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$168InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$168InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$29,760DividendsRevAndExpnssAmt
Dividends Net Invst Incm$29,760DividendsNetInvstIncmAmt
Dividends Adj Net Incm$29,760DividendsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$110,010CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$715,788TotalRevAndExpnssAmt
Total Net Invst Incm$139,938TotalNetInvstIncmAmt
Total Adj Net Incm$29,928TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$0AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$5,668OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,668OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$5,668OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$5,668OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,166TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,166TaxesNetInvstIncmAmt
Taxes Adj Net Incm$1,166TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$1,166TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$0OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$6,834TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,834TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$6,834TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,834TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$625,392ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$625,392ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$632,226TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,834TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$6,834TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$632,226TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$83,562ExcessRevenueOverExpensesAmt
Net Investment Income$133,104NetInvestmentIncomeAmt
Adjusted Net Income$23,094AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$30,178CashBOYAmt
Cash EOY$204,657CashEOYAmt
Cash EOYFMV$204,657CashEOYFMVAmt
Sav And Temp Cash Invst BOY$155,341SavAndTempCashInvstBOYAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$592,561CorporateStockBOYAmt
Corporate Stock EOY$656,985CorporateStockEOYAmt
Corporate Stock EOYFMV$1,395,749CorporateStockEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$778,080TotalAssetsBOYAmt
Total Assets EOY$861,642TotalAssetsEOYAmt
Total Assets EOYFMV$1,600,406TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$778,080NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$861,642NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$778,080TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$861,642TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$778,080TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$861,642TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$778,080TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$83,562ExcessRevenueOverExpensesAmt
Subtotal$861,642SubtotalAmt
Tot Net Ast Or Fund Balances EOY$861,642TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 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 TRADINGP2020-01-012024-12-31$155,126$0$59,557$95,569$0$0$0$95,569
MERRILL LYNCH TRADINGP2020-01-012024-12-31$82,577$0$68,136$14,441$0$0$0$14,441
FieldValueIRS element (for citing)
Capital Gain Net Income$110,010CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,850InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,850SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,850TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$19EsPenaltyAmt
Tax Due$1,869TaxDueAmt
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 INSTITUTIONS SEE PART XV FOR DETAILSDescription1Txt
Expenses1$625,392Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$195,088AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,395,749FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,590,837TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,590,837AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$23,863CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,566,974NetVlNoncharitableAssetsAmt
Minimum Investment Return$78,349MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$78,349MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,850TaxBasedOnInvestmentIncomeAmt
Total Tax$1,850TotalTaxAmt
Distributable Before Adj$76,499DistributableBeforeAdjAmt
Distributable Before Ded$76,499DistributableBeforeDedAmt
Distributable As Adjusted$76,499DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$632,226ExpensesAndContributionsAmt
Qualifying Distributions$632,226QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$76,499DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$936,264ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$575,588ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$829,059ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,294,076ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$786,081ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,421,068TotalExcessDistributionCyovAmt
Qualifying Distributions$632,226QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$76,499AppliedToCurrentYearAmt
Remaining Distri From Corpus$555,727RemainingDistriFromCorpusAmt
Total Corpus$4,976,795TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$936,264ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,040,531ExcessDistriCyovToNextYrAmt
Excess From Year4$575,588ExcessFromYear4Amt
Excess From Year3$829,059ExcessFromYear3Amt
Excess From Year2$1,294,076ExcessFromYear2Amt
Excess From Year1$786,081ExcessFromYear1Amt
Excess From Current Year$555,727ExcessFromCurrentYearAmt

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$625,392Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$625,392TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Business900099BusinessCd
Unrelated Business Taxbl Incm$168UnrelatedBusinessTaxblIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Business900099BusinessCd
Unrelated Business Taxbl Incm$29,760UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$29,928UnrelatedBusinessTaxblIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$29,928TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line NumberN/ALineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
EFRAIM STEIF
139 MARINER WAYMONSEYNY10952$591,100Yes (X)
MICHAEL STEIF
23 WASHINGTON AVENUELAKEWOODNJ08701$94,760Yes (X)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Amt$1,166Amt
Net Investment Income$1,166NetInvestmentIncomeAmt
Adjusted Net Income$1,166AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,166DisbursementsCharitablePrpsAmt

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