ZICHRON YONASON FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
ZICHRON YONASON FOUNDATION (EIN 36-4516001)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-11-04
IRS object ID
201303089349100110
Schema version
2012v2.0
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)
Timestamp2013-11-04T12:30:58-08:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line12 WEST 47TH STREETAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10036ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN364516001EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1ZICHRON YONASON FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlZICHNameControl
Phone8455489601Phone

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameEFRAIM STEIFName
TitleTRUSTEETitle
Phone8455489601Phone
Date Signed2013-11-01DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameJOSEPH KOENIGName
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY279096FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss168500ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss15InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm15InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm15InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss5248DividendsRevAndExpnss
Dividends Net Invst Incm5248DividendsNetInvstIncm
Dividends Adj Net Incm5248DividendsAdjNetIncm
Capital Gain Net Incm Net Invst Incm205CapitalGainNetIncmNetInvstIncm
Net STCG Adj Net Incm205NetSTCGAdjNetIncm
Total Revenue And Expenses173763TotalRevenueAndExpenses
Total Net Investment Income5468TotalNetInvestmentIncome
Total Adjusted Net Income5468TotalAdjustedNetIncome
Accounting Fees Rev And Expnss1625AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm1625AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm1625AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps1625AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss1401OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm1401OtherProfFeesNetInvstIncm
Other Prof Fees Adj Net Incm1401OtherProfFeesAdjNetIncm
Other Prof Fees Dsbrs Chrtbl Prps1401OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss71TaxesRevAndExpnss
Taxes Net Invst Incm71TaxesNetInvstIncm
Taxes Adj Net Incm71TaxesAdjNetIncm
Taxes Dsbrs Chrtbl Prps71TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss608OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm608OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm608OtherExpensesAdjNetIncm
Other Expenses Dsbrs Chrtbl Prps608OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss3705TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm3705TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm3705TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps3705TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss163807ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps163807ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss167512TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm3705TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm3705TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps167512TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses6251ExcessOfRevenueOverExpenses
Net Investment Income1763NetInvestmentIncome
Adjusted Net Income1763AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY64888CashBOY
Cash EOY69125CashEOY
Cash EOYFMV69125CashEOYFMV
Investments Corp Stock BOY157305InvestmentsCorpStockBOY
Investments Corp Stock EOY159327InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV209971InvestmentsCorpStockEOYFMV
Total Assets BOY222193TotalAssetsBOY
Total Assets EOY228452TotalAssetsEOY
Total Assets EOYFMV279096TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY222193UnrestrictedBOY
Unrestricted EOY228452UnrestrictedEOY
Total Net Assets BOY222193TotalNetAssetsBOY
Total Net Assets EOY228452TotalNetAssetsEOY
Total Liabilities Net Assets BOY222193TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY228452TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY222193TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses6251ExcessOfRevenueOverExpenses
Other Increases8OtherIncreases
Subtotal228452Subtotal
Total Net Assets Fund Balances EOY228452TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

FieldValueIRS element (for citing)
Description Of AssetMERRIL LYNCH TRADINGDescriptionOfAsset
How AcquiredPHowAcquired
Date Acquired2012-01-01DateAcquired
Date Sold2012-12-31DateSold
Gross Sales Price1029GrossSalesPrice
Depreciation0Depreciation
Cost Or Other Basis824CostOrOtherBasis
Gain Or Loss205GainOrLoss
FMV As Of1231690FMVAsOf123169
Adjusted Basis As Of1231690AdjustedBasisAsOf123169
Excess Of FMV Over Adjusted Basis0ExcessOfFMVOverAdjustedBasis
Gains Minus Excess Or Losses205GainsMinusExcessOrLosses
FieldValueIRS element (for citing)
Capital Gain Net Income205CapitalGainNetIncome
Net Short Term Capital Gain Or Loss205NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year1159584QualifyingDistributionsYear1
Noncharitable Assets Year1233240NoncharitableAssetsYear1
Distribution Ratio Year10.684205DistributionRatioYear1
Qualifying Distributions Year2139015QualifyingDistributionsYear2
Noncharitable Assets Year2235403NoncharitableAssetsYear2
Distribution Ratio Year20.590540DistributionRatioYear2
Noncharitable Assets Year3232497NoncharitableAssetsYear3
Noncharitable Assets Year4300687NoncharitableAssetsYear4
Qualifying Distributions Year5118883QualifyingDistributionsYear5
Noncharitable Assets Year5397162NoncharitableAssetsYear5
Distribution Ratio Year50.299331DistributionRatioYear5
Total Distribution Ratio1.574076TotalDistributionRatio
Average Distribution Ratio0.524692AverageDistributionRatio
One Percent Net Investment Income18OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One18AdjNonchrtblAssetsAndOnePct
Qualifying Distributions167512QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax18InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal18Subtotal
Tax Based On Investment Income18TaxBasedOnInvestmentIncome
Tax Paid Original Return0TaxPaidOriginalReturn
Tax Due18TaxDue
Amount Credited To Next Year0AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameZICHRON YONASON FOUNDATIONBooksInCareOfPersonName
Books In Care Of Phone Number8453620633BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Excess Business HoldingsfalseExcessBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
MICHAEL STEIF
10 TIMOTHY COURTMONSEYNY10952TRUSTEE1.00000
EFRAIM STEIF
39 MARINER WAYMONSEYNY10952TRUSTEE1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1DIRECT CONTRIBUTIONS TO EDUCATIONAL AND CHARITABLE INSTITUTIONSSEE PART XV FOR DETAILSDescription1
Expenses1163807Expenses1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances0AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets0TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets0AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable0CashDeemedCharitable
Net Noncharitable Assets0NetNoncharitableAssets
Minimum Investment Return0MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Tax Based On Investment Income18TaxBasedOnInvestmentIncome
Total Tax18TotalTax
Distributable Amount As Adjusted0DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions167512ExpensesAndContributions
Qualifying Distributions167512QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm18OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions167494AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted0DistributableAmountAsAdjusted
Excess Distri Carryover Year599855ExcessDistriCarryoverYear5
Excess Distri Carryover Year4137086ExcessDistriCarryoverYear4
Excess Distri Carryover Year3215345ExcessDistriCarryoverYear3
Excess Distri Carryover Year2127245ExcessDistriCarryoverYear2
Excess Distri Carryover Year1147964ExcessDistriCarryoverYear1
Total Excess Distri Carryover727495TotalExcessDistriCarryover
Qualifying Distributions167512QualifyingDistributions
Remaining Distri From Corpus167512RemainingDistriFromCorpus
Total Corpus895007TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year599855ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year795152ExcessDistriCyovToNextYear
Excess From Year4137086ExcessFromYear4
Excess From Year3215345ExcessFromYear3
Excess From Year2127245ExcessFromYear2
Excess From Year1147964ExcessFromYear1
Excess From Current Year167512ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerNAContributingManager
Shareholder ManagerNAShareholderManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

FieldValueIRS element (for citing)
Recipient Person NameINFORMATIONRecipientPersonName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1AVAILABLE UPON REQUESTAddressLine1
CityMONSEYCity
StateNYState
ZIP Code10952ZIPCode
FieldValueIRS element (for citing)
Recipient Foundation Status501c3RecipientFoundationStatus
Purpose Of Grant Or ContributionEDUCATIONALRELIGIOUSPurposeOfGrantOrContribution
Amount$163,807Amount
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year163807TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Business Code900099BusinessCode
Unrelated Business Income$15UnrelatedBusinessIncomeAmount
Exclusion Code14ExclusionCode

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Business Code900099BusinessCode
Unrelated Business Income$5,248UnrelatedBusinessIncomeAmount
Exclusion Code14ExclusionCode

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$5,263UnrelatedBusinessIncomeAmount
FieldValueIRS element (for citing)
Total Part XVIA5263TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo (2 entries)

Contributor NumberContributorNumberContributor Name IndividualContributorNameIndividualAddress Line1ContributorAddressUS/AddressLine1CityContributorAddressUS/CityStateContributorAddressUS/StateZIP CodeContributorAddressUS/ZIPCodeAggregate ContributionsAggregateContributionsPerson Contribution TypePersonContributionType
1EFRAIM STEIF39 MARINER WAYMONSEYNY10952157500X
2MICHAEL STEIF10 TIMOTHY COURTMONSEYNY1095211000X

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionBANK CHARGESDescription
Revenue And Expenses Per Books608RevenueAndExpensesPerBooks
Net Investment Income608NetInvestmentIncome
Adjusted Net Income608AdjustedNetIncome
Disbursements Charitable Prps608DisbursementsCharitablePrps

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

FieldValueIRS element (for citing)
DescriptionADJUSTMENTDescription
Amount$8Amount

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
Amount$71Amount
Net Investment Income71NetInvestmentIncome
Adjusted Net Income71AdjustedNetIncome
Disbursements Charitable Prps71DisbursementsCharitablePrps

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