BETA

ZTM FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
ZTM FOUNDATION (EIN 27-4373238)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-02
IRS object ID
201413069349100001
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)
Return2014-11-02T10:04:24-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN262557761PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HUTMAN & HUTMAN LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1435 E COUNTY LINE RDAddressLine1
CityLAKEWOODCity
StateNJState
ZIP Code087011426ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN274373238EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ZTM FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlZTMFBusinessNameControlTxt
Phone7329016510PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line127 SHONNY CTAddressLine1
CityLAKEWOODCity
StateNJState
ZIP Code08701ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSHUA TELLERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7329016510PhoneNum
Signature2014-05-15SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJACOB HUTMAN CPAPreparerPersonNm
PTINP01071256PTIN
Phone7329616272PhoneNum
Preparation2014-11-02PreparationDt
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$500,434FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$41,400InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$41,400InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$41,400TotalRevAndExpnssAmt
Total Net Invst Incm$41,400TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$365AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$365AccountingFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$141OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$141OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$506TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$506TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$16,857ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$16,857ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$17,363TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$506TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$16,857TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$24,037ExcessRevenueOverExpensesAmt
Net Investment Income$40,894NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$106,397CashBOYAmt
Cash EOY$204,434CashEOYAmt
Cash EOYFMV$204,434CashEOYFMVAmt
Other Assets BOY$370,000OtherAssetsBOYAmt
Other Assets EOY$296,000OtherAssetsEOYAmt
Other Assets EOYFMV$296,000OtherAssetsEOYFMVAmt
Total Assets BOY$476,397TotalAssetsBOYAmt
Total Assets EOY$500,434TotalAssetsEOYAmt
Total Assets EOYFMV$500,434TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$476,397UnrestrictedBOYAmt
Unrestricted EOY$500,434UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$476,397TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$500,434TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$476,397TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$500,434TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$476,397TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$24,037ExcessRevenueOverExpensesAmt
Subtotal$500,434SubtotalAmt
Tot Net Ast Or Fund Balances EOY$500,434TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$19,182AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$223,001NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.086018DistributionYr1Rt
Adjusted Qlfy Distri Yr2$4,113AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$118,200NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.034797DistributionYr2Rt
Total Distribution0.120815TotalDistributionRt
Average Distribution0.060408AverageDistributionRt
Net Vl Noncharitable Assets$485,791NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$29,346AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$409NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$29,755AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$16,857QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$818InvestmentIncomeExciseTaxAmt
Subtotal$818SubtotalAmt
Tax Based On Investment Income$818TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$818AppliedToEsTaxAmt
Total Payments And Credits$818TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$19EsPenaltyAmt
Tax Due$19TaxDueAmt

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
Org Report Or Register StateNJOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ZTM FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Phone7329016510PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line127 SHONNY CTAddressLine1
CityLAKEWOODCity
StateNJState
ZIP Code08701ZIPCode
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
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
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
JOSHUA TELLER
27 SHONNY CTLAKEWOODNJ08701TRUSTEE5.00$0$0$0
DUCIA TELLER
27 SHONNY CTLAKEWOODNJ08701TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$77,856AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$415,333FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$493,189TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$493,189AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,398CashDeemedCharitableAmt
Net Vl Noncharitable Assets$485,791NetVlNoncharitableAssetsAmt
Minimum Investment Return$24,290MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$24,290MinimumInvestmentReturnAmt
Tax Based On Investment Income$818TaxBasedOnInvestmentIncomeAmt
Total Tax$818TotalTaxAmt
Distributable Before Adj$23,472DistributableBeforeAdjAmt
Distributable Before Ded$23,472DistributableBeforeDedAmt
Distributable As Adjusted$23,472DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$16,857ExpensesAndContributionsAmt
Qualifying Distributions$16,857QualifyingDistributionsAmt
Adjusted Qualifying Distri$16,857AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$23,472DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$6,235ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,235TotalExcessDistributionCyovAmt
Qualifying Distributions$16,857QualifyingDistributionsAmt
Applied To Current Year$16,857AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$6,235ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$6,235ExcessDistributionCyovAppCYAmt
Undistributed Income CY$380UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJOSHUA TELLERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line127 SHONNY CTAddressLine1
CityLAKEWOODCity
StateNJState
ZIP Code08701ZIPCode
FieldValueIRS element (for citing)
Recipient Phone7329016510RecipientPhoneNum
Form And Info And MaterialsNO FORMAL SUBMISSION FORMAT IS REQUIRED.FormAndInfoAndMaterialsTxt
Submission DeadlinesAPPLICATIONS MAY BE SUBMITTED AT ANY TIME DURING THE YEAR.SubmissionDeadlinesTxt
Restrictions On AwardsTHERE 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 (29 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AFO KOLLEL SHAAREI SIMCHA
27 SHONNYLAKEWOODNJ08701GRANT FOR INDIGENT FAMILIES$180
AHAVAS CHESED
120 2ND STLAKEWOODNJ08701GRANT FOR INDIGENT FAMILIES$1,250
BAIS FAIGA
1210 CLIFTON AVELAKEWOODNJ08701RELIGIOUS EDUCATION GRANT$1,500
BAIS HAMEDRASH LTORAH
428 CLIFTON AVE 127LAKEWOODNJ08701DONATION TO SYNAGOGUE$180
BAIS HORAAH
POB 979LAKEWOODNJ08701GRANT TO SOCIAL JUSTICE ORG$360
BASI MEDRASH OF CENTRAL PARK
20 IRENE CTLAKEWOODNJ08701DONATION TO SYNAGOGUE$325
BIKUR CHOLIM
93 PROSPECT AVELAKEWOODNJ08701GRANT FOR SOCIAL ASSISTANCE PROGRAM$100
BONEI OLAM
1755 46TH STBROOKLYNNY11204DONATION TO FERTILITY ORGANIZATION$1,000
CHASDEI MOSHE CO ZTM
27 SHONNYLAKEWOODNJ08701GRANT FOR INDIGENT FAMILIES$1,000
CONG OHEL YITZCHAK
14 W MAPLE AVEMONSEYNY10952DONATION TO SYNAGOGUE$72
CONGREGATION AHAVAS CHESSED
120 2ND STREETLAKEWOODNJ08701DONATION TO SYNAGOGUE$1,250
CONGREGATION ZICHRON YAAKOV YESHAYA
61 RADIN VILLAGELAKEWOODNJ08701DONATION TO SYNAGOGUE$1,000
EIN OD MELVADO
621 5TH STREETLAKEWOODNJ08701GRANT TO INDIGENT FAMILIES$180
KEREN EZER LNEFESH
POB 596LAKEWOODNJ08701GRANT FOR SOCIAL ASSISTANCE PROGRAM$360
KEREN YAAKOV
20 IRENE CTLAKEWOODNJ08701GRANT FOR INDIGENT FAMILIES$360
KHAL YEREIM
1771 S TAYLOR RDCLEVELANDOH44118DONATION TO SYNAGOUE$180
KOLLEL CHOSHEN MISHPAT
818 FOREST AVELAKEWOODNJ08701RELIGIOUS EDUCATION GRANT$360
LAKEWOOD MESIVTA
801 W KENNEDY BLVDLAKEWOODNJ08701RELIGIOUS EDUCATION GRANT$500
REFUAH RESOURCES
5904 13 AVENUEBROOKLYNNY11219GRANT FOR SOCIAL ASSISTANCE PROGRAM$1,700
SCHI
345 OAK STLAKEWOODNJ08701RELIGIOUS EDUCATION GRANT$180
SHEMIRAS SEDORIM
405 YESHIVA PLAZALAKEWOODNJ08701RELIGIOUS EDUCATION GRANT$360
SPRINGFIELD YESHIVA GEDOLAH
21 ROCKVIEW AVENORTH PLAINFIELDNJ07060RELIGIOUS EDUCATION GRANT$1,000
SUNSET RD SEPHARDIC CONG
98 FLINTLOCK DRLAKEWOODNJ08701DONATION TO SYNAGOGUE$100
TOMCHEI SHABBOS
212 2ND STLAKEWOODNJ08701GRANT FOR INDIGENT FAMILIES$500
YESHIVA BIRCHAS CHAIM
725 AIRPORT RDLAKEWOODNJ08701RELIGIOUS EDUCATION GRANT$360
YESHIVA GEDOLAH OF TORONTO
1221 AVENUE SBROOKLYNNY11229RELIGIOUS EDUCATION GRANT$1,000
YESHIVA HEICHEL HATORAH
3323 RICHMOND AVESTATEN ISLANDNY10312RELIGIOUS EDUCATION GRANT$500
YESHIVA MKOR CHAIM
1571 55TH STBROOKLYNNY11219RELIGIOUS EDUCATION GRANT$500
ZICHRON SHMUEL
175 SUNSET RDLAKEWOODNJ08701DONATION TO SYNAGOGUE$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$16,857TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$41,400ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$41,400ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$41,400TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$365Amt
Net Investment Income$365NetInvestmentIncomeAmt

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (2 entries)

JOSHUA TELLER
DUCIA TELLER

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescNOTE RECEIVABLEDesc
BOY Book Value$370,000BOYBookValueAmt
EOY Book Value$296,000EOYBookValueAmt
EOYFMV$296,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
BANK CHARGES$141$141

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CP CAPITAL INCBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line127 SHONNY CTAddressLine1
CityLAKEWOODCity
StateNJState
ZIP Code08701ZIPCode

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