ZICHRON YONASON FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
ZICHRON YONASON FOUNDATION (EIN 36-4516001)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-10-29
IRS object ID
201203039349100800
Schema version
2011v1.2
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)
Timestamp2012-10-29T11:13:58-07:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

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 Date2011-01-01TaxPeriodBeginDate

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 Signed2012-10-25DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameJOSEPH KOENIGName
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY246605FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss163000ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss19InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm19InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm19InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss4673DividendsRevAndExpnss
Dividends Net Invst Incm4673DividendsNetInvstIncm
Dividends Adj Net Incm4673DividendsAdjNetIncm
Capital Gain Net Incm Net Invst Incm128CapitalGainNetIncmNetInvstIncm
Net STCG Adj Net Incm128NetSTCGAdjNetIncm
Total Revenue And Expenses167692TotalRevenueAndExpenses
Total Net Investment Income4820TotalNetInvestmentIncome
Total Adjusted Net Income4820TotalAdjustedNetIncome
Other Prof Fees Rev And Expnss1940OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm1940OtherProfFeesNetInvstIncm
Other Prof Fees Adj Net Incm1940OtherProfFeesAdjNetIncm
Other Prof Fees Dsbrs Chrtbl Prps1940OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss156TaxesRevAndExpnss
Taxes Net Invst Incm156TaxesNetInvstIncm
Taxes Adj Net Incm156TaxesAdjNetIncm
Taxes Dsbrs Chrtbl Prps156TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss599OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm599OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm599OtherExpensesAdjNetIncm
Other Expenses Dsbrs Chrtbl Prps599OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss2695TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm2695TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm2695TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps2695TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss156910ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps156910ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss159605TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm2695TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm2695TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps159605TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses8087ExcessOfRevenueOverExpenses
Net Investment Income2125NetInvestmentIncome
Adjusted Net Income2125AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY45261CashBOY
Cash EOY64888CashEOY
Cash EOYFMV64888CashEOYFMV
Investments Corp Stock BOY155230InvestmentsCorpStockBOY
Investments Corp Stock EOY157305InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV181717InvestmentsCorpStockEOYFMV
Total Assets BOY200491TotalAssetsBOY
Total Assets EOY222193TotalAssetsEOY
Total Assets EOYFMV246605TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY200491UnrestrictedBOY
Unrestricted EOY222193UnrestrictedEOY
Total Net Assets BOY200491TotalNetAssetsBOY
Total Net Assets EOY222193TotalNetAssetsEOY
Total Liabilities Net Assets BOY200491TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY222193TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY200491TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses8087ExcessOfRevenueOverExpenses
Other Increases13615OtherIncreases
Subtotal222193Subtotal
Total Net Assets Fund Balances EOY222193TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

FieldValueIRS element (for citing)
Description Of AssetMERRILL LYNCH TRADINGDescriptionOfAsset
How AcquiredPHowAcquired
Date Acquired2011-01-01DateAcquired
Date Sold2011-12-31DateSold
Gross Sales Price1345GrossSalesPrice
Depreciation0Depreciation
Cost Or Other Basis1217CostOrOtherBasis
Gain Or Loss128GainOrLoss
FMV As Of1231690FMVAsOf123169
Adjusted Basis As Of1231690AdjustedBasisAsOf123169
Excess Of FMV Over Adjusted Basis0ExcessOfFMVOverAdjustedBasis
Gains Minus Excess Or Losses128GainsMinusExcessOrLosses
FieldValueIRS element (for citing)
Capital Gain Net Income128CapitalGainNetIncome
Net Short Term Capital Gain Or Loss128NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year1139015QualifyingDistributionsYear1
Noncharitable Assets Year1235403NoncharitableAssetsYear1
Distribution Ratio Year10.590540DistributionRatioYear1
Noncharitable Assets Year2232497NoncharitableAssetsYear2
Noncharitable Assets Year3300687NoncharitableAssetsYear3
Qualifying Distributions Year4118883QualifyingDistributionsYear4
Noncharitable Assets Year4397162NoncharitableAssetsYear4
Distribution Ratio Year40.299331DistributionRatioYear4
Qualifying Distributions Year5196827QualifyingDistributionsYear5
Noncharitable Assets Year5482536NoncharitableAssetsYear5
Distribution Ratio Year50.407901DistributionRatioYear5
Total Distribution Ratio1.297772TotalDistributionRatio
Average Distribution Ratio0.432591AverageDistributionRatio
Net Noncharitable Assets233240NetNoncharitableAssets
Adjusted Noncharitable Assets100898AdjustedNoncharitableAssets
One Percent Net Investment Income21OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One100919AdjNonchrtblAssetsAndOnePct
Qualifying Distributions159605QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax21InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal21Subtotal
Tax Based On Investment Income21TaxBasedOnInvestmentIncome
Tax Paid Original Return0TaxPaidOriginalReturn
Tax Due21TaxDue
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
Expenses1156910Expenses1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances55075AvgMonthlyCashBalances
FMV All Other Noncharitable Assets181717FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets236792TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets236792AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable3552CashDeemedCharitable
Net Noncharitable Assets233240NetNoncharitableAssets
Minimum Investment Return11662MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return11662MinimumInvestmentReturn
Tax Based On Investment Income21TaxBasedOnInvestmentIncome
Total Tax21TotalTax
Distributable Amount Before Adj11641DistributableAmountBeforeAdj
Distributable Amount Before Ded11641DistributableAmountBeforeDed
Distributable Amount As Adjusted11641DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions159605ExpensesAndContributions
Qualifying Distributions159605QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm21OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions159584AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted11641DistributableAmountAsAdjusted
Excess Distri Carryover Year5173528ExcessDistriCarryoverYear5
Excess Distri Carryover Year499855ExcessDistriCarryoverYear4
Excess Distri Carryover Year3137086ExcessDistriCarryoverYear3
Excess Distri Carryover Year2215345ExcessDistriCarryoverYear2
Excess Distri Carryover Year1127245ExcessDistriCarryoverYear1
Total Excess Distri Carryover753059TotalExcessDistriCarryover
Qualifying Distributions159605QualifyingDistributions
Applied To Current Year11641AppliedToCurrentYear
Remaining Distri From Corpus147964RemainingDistriFromCorpus
Total Corpus901023TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year5173528ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year727495ExcessDistriCyovToNextYear
Excess From Year499855ExcessFromYear4
Excess From Year3137086ExcessFromYear3
Excess From Year2215345ExcessFromYear2
Excess From Year1127245ExcessFromYear1
Excess From Current Year147964ExcessFromCurrentYear

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$156,910Amount
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year156910TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Business Code900099BusinessCode
Unrelated Business Income$19UnrelatedBusinessIncomeAmount
Exclusion Code14ExclusionCode

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Business Code900099BusinessCode
Unrelated Business Income$4,673UnrelatedBusinessIncomeAmount
Exclusion Code14ExclusionCode

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$4,692UnrelatedBusinessIncomeAmount
FieldValueIRS element (for citing)
Total Part XVIA4692TotalPartXVIA

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 WAYMONSEYNY10952163000X
2MICHAEL STEIF10 TIMOTHY COURTMONSEYNY1095212000X

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionBANK CHARGESDescription
Revenue And Expenses Per Books599RevenueAndExpensesPerBooks
Net Investment Income599NetInvestmentIncome
Adjusted Net Income599AdjustedNetIncome
Disbursements Charitable Prps599DisbursementsCharitablePrps

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

FieldValueIRS element (for citing)
DescriptionADJUSTMENTDescription
Amount$13,615Amount

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
Amount$156Amount
Net Investment Income156NetInvestmentIncome
Adjusted Net Income156AdjustedNetIncome
Disbursements Charitable Prps156DisbursementsCharitablePrps

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