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ZICHRON YONASON FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
ZICHRON YONASON FOUNDATION (EIN 36-4516001)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-11
IRS object ID
201403159349100240
Schema version
2013v3.1
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)
Return2014-11-11T13:16:45-08:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1J H KOENIG & COBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 HILLCREST CENTER DRIVE - SUITE 32AddressLine1
CitySPRING VALLEYCity
StateNYState
ZIP Code10977ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN364516001EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ZICHRON YONASON FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlZICHBusinessNameControlTxt
Phone8455489601PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line139 MARINER WAYAddressLine1
CityMONSEYCity
StateNYState
ZIP Code10952ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEFRAIM STEIFPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8455489601PhoneNum
Signature2014-11-05SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH KOENIGPreparerPersonNm
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$527,276FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$319,450ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$5,565DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,565DividendsNetInvstIncmAmt
Dividends Adj Net Incm$5,565DividendsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$203CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$325,015TotalRevAndExpnssAmt
Total Net Invst Incm$5,768TotalNetInvstIncmAmt
Total Adj Net Incm$5,565TotalAdjNetIncmAmt
Taxes Rev And Expnss$63TaxesRevAndExpnssAmt
Taxes Net Invst Incm$63TaxesNetInvstIncmAmt
Taxes Adj Net Incm$63TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$63TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,128OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,128OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$2,128OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$2,128OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,191TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,191TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$2,191TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,191TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$346,664ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$346,664ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$348,855TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,191TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$2,191TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$348,855TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$23,840ExcessRevenueOverExpensesAmt
Net Investment Income$3,577NetInvestmentIncomeAmt
Adjusted Net Income$3,374AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$69,125CashBOYAmt
Cash EOY$213,159CashEOYAmt
Cash EOYFMV$213,159CashEOYFMVAmt
Corporate Stock BOY$159,327CorporateStockBOYAmt
Corporate Stock EOY$167,442CorporateStockEOYAmt
Corporate Stock EOYFMV$314,117CorporateStockEOYFMVAmt
Total Assets BOY$228,452TotalAssetsBOYAmt
Total Assets EOY$380,601TotalAssetsEOYAmt
Total Assets EOYFMV$527,276TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$228,452UnrestrictedBOYAmt
Unrestricted EOY$380,601UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$228,452TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$380,601TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$228,452TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$380,601TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$228,452TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$23,840ExcessRevenueOverExpensesAmt
Other Increases$175,989OtherIncreasesAmt
Subtotal$380,601SubtotalAmt
Tot Net Ast Or Fund Balances EOY$380,601TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyMERRILL LYNCH TRADINGPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2000-01-01AcquiredDt
Sold2013-12-31SoldDt
Gross Sales Price$1,498GrossSalesPriceAmt
Depreciation$0DepreciationAmt
Cost Or Other Basis$1,295CostOrOtherBasisAmt
Gain Or Loss$203GainOrLossAmt
FMV As Of123169$0FMVAsOf123169Amt
Adjusted Basis As Of123169$0AdjustedBasisAsOf123169Amt
Excess FMV Over Adjusted Bss$0ExcessFMVOverAdjustedBssAmt
Gains Minus Excess Or Losses$203GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$203CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$167,494AdjustedQlfyDistriYr1Amt
Distribution Yr10.000000DistributionYr1Rt
Adjusted Qlfy Distri Yr2$159,584AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$233,240NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.684205DistributionYr2Rt
Adjusted Qlfy Distri Yr3$139,015AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$235,403NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.590540DistributionYr3Rt
Net Vl Noncharitable Assets Yr4$232,497NetVlNoncharitableAssetsYr4Amt
Net Vl Noncharitable Assets Yr5$300,687NetVlNoncharitableAssetsYr5Amt
Total Distribution1.274745TotalDistributionRt
Average Distribution0.424915AverageDistributionRt
Net Vl Noncharitable Assets$448,430NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$190,545AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$36NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$190,581AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$348,855QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$36InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$36SubtotalAmt
Tax Based On Investment Income$36TaxBasedOnInvestmentIncomeAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Tax Due$36TaxDueAmt
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 WAYAddressLine1
CityMONSEYCity
StateNYState
ZIP Code10952ZIPCode
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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage 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$346,664Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$141,142AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$314,117FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$455,259TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$455,259AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,829CashDeemedCharitableAmt
Net Vl Noncharitable Assets$448,430NetVlNoncharitableAssetsAmt
Minimum Investment Return$22,422MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$22,422MinimumInvestmentReturnAmt
Tax Based On Investment Income$36TaxBasedOnInvestmentIncomeAmt
Total Tax$36TotalTaxAmt
Distributable Before Adj$22,386DistributableBeforeAdjAmt
Distributable Before Ded$22,386DistributableBeforeDedAmt
Distributable As Adjusted$22,386DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$348,855ExpensesAndContributionsAmt
Qualifying Distributions$348,855QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$36PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$348,819AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$22,386DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$137,086ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$215,345ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$127,245ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$147,964ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$167,512ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$795,152TotalExcessDistributionCyovAmt
Qualifying Distributions$348,855QualifyingDistributionsAmt
Applied To Current Year$22,386AppliedToCurrentYearAmt
Remaining Distri From Corpus$326,469RemainingDistriFromCorpusAmt
Total Corpus$1,121,621TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$137,086ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$984,535ExcessDistriCyovToNextYrAmt
Excess From Year4$215,345ExcessFromYear4Amt
Excess From Year3$127,245ExcessFromYear3Amt
Excess From Year2$147,964ExcessFromYear2Amt
Excess From Year1$167,512ExcessFromYear1Amt
Excess From Current Year$326,469ExcessFromCurrentYearAmt

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 REQUESTAddressLine1
CityMONSEYCity
StateNYState
ZIP Code10952ZIPCode
FieldValueIRS element (for citing)
Recipient Foundation Status501c3RecipientFoundationStatusTxt
Grant Or Contribution PurposeEDUCATIONALRELIGIOUSGrantOrContributionPurposeTxt
Amt$346,664Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$346,664TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Business900099BusinessCd
Unrelated Business Taxbl Incm$5,565UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$5,565UnrelatedBusinessTaxblIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,565TotalIncomeProducingActyAmt

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 (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1CityContributorUSAddress/CityStateContributorUSAddress/StateZIP CodeContributorUSAddress/ZIPCodeTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
EFRAIM STEIF
139 MARINER WAYMONSEYNY10952$282,500Yes (X)
MICHAEL STEIF
210 TIMOTHY COURTMONSEYNY10952$14,700Yes (X)
MICHAEL STEIF
310 TIMOTHY COURTMONSEYNY10952$22,250Yes (X)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Revenue And Expenses Per Books$2,128RevenueAndExpensesPerBooksAmt
Net Investment Income$2,128NetInvestmentIncomeAmt
Adjusted Net Income$2,128AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,128DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescriptionADJUSTMENTDescription
Amount$175,989Amount

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Amt$63Amt
Net Investment Income$63NetInvestmentIncomeAmt
Adjusted Net Income$63AdjustedNetIncomeAmt
Disbursements Charitable Prps$63DisbursementsCharitablePrpsAmt

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