ZICHRON AVIGDOR FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ZICHRON AVIGDOR FOUNDATION (EIN 20-0355779)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-10-31
- IRS object ID
- 201743049349100509
- Schema version
- 2016v3.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-31T10:13:06-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J H KOENIG & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 HILLCREST CENTER DRIVE - SUITE 32 | AddressLine1Txt |
| City | SPRING VALLEY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10977 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200355779 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZICHRON AVIGDOR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZICH | BusinessNameControlTxt |
| Phone | 7323701492 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1139 SOMERSET AVENUE | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID LOWENTHAL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7323701492 | PhoneNum |
| Signature | 2017-05-04 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH KOENIG | PreparerPersonNm |
| Phone | 2122218082 | PhoneNum |
| Preparation | 2017-10-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,247,303 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $414 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,055 | DividendsRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $58,962 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $58,962 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $58,962 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $60,431 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $58,962 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $58,962 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $650 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $650 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $650 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $650 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $650 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $650 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $74,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $74,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $74,650 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $650 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $650 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $74,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,219 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $58,312 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $58,312 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,115,185 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $827,044 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $827,044 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,062,249 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,371,211 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,420,259 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,177,434 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,198,255 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,247,303 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,177,434 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,198,255 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,177,434 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,198,255 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,177,434 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,198,255 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,177,434 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,219 | ExcessRevenueOverExpensesAmt |
| Other Increases | $35,040 | OtherIncreasesAmt |
| Subtotal | $2,198,255 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,198,255 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Distribution Yr1 | 0.000000 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $650 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,076,572 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000313 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $75 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,540,576 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000049 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $49,257 | AdjustedQlfyDistriYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $50,800 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,103,233 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046046 | DistributionYr5Rt |
| Total Distribution | 0.046408 | TotalDistributionRt |
| Average Distribution | 0.009282 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,355,503 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $21,864 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $583 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $22,447 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $74,650 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $583 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $583 | SubtotalAmt |
| Tax Based On Investment Income | $583 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $583 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ZICHRON AVIGDOR FOUNDATION | IndividualWithBooksNm |
| Phone | 7323701492 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1139 SOMERSET | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID LOWENTHAL | ||||||||
| 1139 SOMERSET AVENUE | LAKEWOOD | NJ | 08701 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| RIVKAH LOWENTHAL | ||||||||
| 1139 SOMERSET AVENUE | LAKEWOOD | NJ | 08701 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $971,115 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,420,259 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,391,374 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,391,374 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,871 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,355,503 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $117,775 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $117,775 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $583 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $583 | TotalTaxAmt |
| Distributable Before Adj | $117,192 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $117,192 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $117,192 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $74,650 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $74,650 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $583 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $74,067 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $117,192 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $50,600 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $75 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $650 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $51,325 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $74,650 | QualifyingDistributionsAmt |
| Applied To Current Year | $74,650 | AppliedToCurrentYearAmt |
| Total Corpus | $51,325 | TotalCorpusAmt |
| Undistributed Income CY | $42,542 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $51,325 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $50,600 | ExcessFromYear4Amt |
| Excess From Year3 | $75 | ExcessFromYear3Amt |
| Excess From Year2 | $650 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID LOWENTHAL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | INFORMATION AVAIALBLE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UPON REQUEST | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | 501C3 | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CHARITABLE | GrantOrContributionPurposeTxt |
| Amt | $74,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $74,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $414 | UnrelatedBusinessTaxblIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,055 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,469 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,469 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERRIL LYNCH | $837,403 | $886,451 |
| LEVITICUS PARTNERS | $533,808 | $533,808 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 LEVITICUS | Desc |
| Revenue And Expenses Per Books | $58,962 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $58,962 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $58,962 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT | Desc |
| Amt | $35,040 | Amt |