ZICHRON AVIGDOR FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: ZICHRON AVIGDOR FOUNDATION (EIN 20-0355779)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-10-24
IRS object ID: 201232989349100403
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
Form 990-PF
Schedule B

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-10-24T10:54:46-07:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	J H KOENIG & CO	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	2 WEST 47TH STREET	AddressLine1
City	NEW YORK	City
State	NY	State
ZIP Code	10036	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	200355779	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	ZICHRON AVIGDOR FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	ZICH	NameControl
Phone	7323701492	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1139 SOMERSET AVENUE	AddressLine1
City	LAKEWOOD	City
State	NJ	State
ZIP Code	08701	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	DAVID LOWENTHAL	Name
Title	TRUSTEE	Title
Phone	7323701492	Phone
Date Signed	2012-10-17	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	JOSEPH KOENIG	Name

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	1277922	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	360000	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	6577	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	6577	InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm	6577	InterestOnSavingsAdjNetIncm
Capital Gain Net Incm Net Invst Incm	0	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	366577	TotalRevenueAndExpenses
Total Net Investment Income	6577	TotalNetInvestmentIncome
Total Adjusted Net Income	6577	TotalAdjustedNetIncome
Accounting Fees Rev And Expnss	600	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	600	AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm	600	AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps	600	AccountingFeesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	600	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	600	TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm	600	TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	600	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	50200	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	50200	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	50800	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	600	TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm	600	TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps	50800	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	315777	ExcessOfRevenueOverExpenses
Net Investment Income	5977	NetInvestmentIncome
Adjusted Net Income	5977	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	26421	CashBOY
Cash EOY	464308	CashEOY
Cash EOYFMV	464308	CashEOYFMV
Savings And Temp Cash Invst BOY	935724	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	813614	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	813614	SavingsAndTempCashInvstEOYFMV
Total Assets BOY	962145	TotalAssetsBOY
Total Assets EOY	1277922	TotalAssetsEOY
Total Assets EOYFMV	1277922	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Follow SFAS117	X	OrgThatFollowSFAS117
Unrestricted BOY	962145	UnrestrictedBOY
Unrestricted EOY	1277922	UnrestrictedEOY
Total Net Assets BOY	962145	TotalNetAssetsBOY
Total Net Assets EOY	1277922	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	962145	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	1277922	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	962145	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	315777	ExcessOfRevenueOverExpenses
Subtotal	1277922	Subtotal
Total Net Assets Fund Balances EOY	1277922	TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	33850	QualifyingDistributionsYear1
Distribution Ratio Year1	0.000000	DistributionRatioYear1
Noncharitable Assets Year2	463259	NoncharitableAssetsYear2
Noncharitable Assets Year3	691097	NoncharitableAssetsYear3
Qualifying Distributions Year4	126978	QualifyingDistributionsYear4
Noncharitable Assets Year4	205815	NoncharitableAssetsYear4
Distribution Ratio Year4	0.616952	DistributionRatioYear4
Qualifying Distributions Year5	118423	QualifyingDistributionsYear5
Noncharitable Assets Year5	259441	NoncharitableAssetsYear5
Distribution Ratio Year5	0.456454	DistributionRatioYear5
Total Distribution Ratio	1.073406	TotalDistributionRatio
Average Distribution Ratio	0.357802	AverageDistributionRatio
Net Noncharitable Assets	1103233	NetNoncharitableAssets
Adjusted Noncharitable Assets	394739	AdjustedNoncharitableAssets
One Percent Net Investment Income	60	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	394799	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	50800	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	120	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	120	Subtotal
Tax Based On Investment Income	120	TaxBasedOnInvestmentIncome
Tax Paid Original Return	0	TaxPaidOriginalReturn
Tax Due	120	TaxDue
Amount Credited To Next Year	0	AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	NJ	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	ZICHRON AVIGDOR FOUNDATION	BooksInCareOfPersonName
Books In Care Of Phone Number	7323701492	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	1139 SOMERSET	AddressLine1
City	LAKEWOOD	City
State	NJ	State
ZIP Code	08701	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
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 Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	0	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	1120033	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	1120033	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	1120033	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	16800	CashDeemedCharitable
Net Noncharitable Assets	1103233	NetNoncharitableAssets
Minimum Investment Return	55162	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	55162	MinimumInvestmentReturn
Tax Based On Investment Income	120	TaxBasedOnInvestmentIncome
Total Tax	120	TotalTax
Distributable Amount Before Adj	55042	DistributableAmountBeforeAdj
Distributable Amount Before Ded	55042	DistributableAmountBeforeDed
Distributable Amount As Adjusted	55042	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	50800	ExpensesAndContributions
Qualifying Distributions	50800	QualifyingDistributions
Adj Qualifying Distributions	50800	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	55042	DistributableAmountAsAdjusted
Excess Distri Carryover Year5	158230	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	117555	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	55686	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	40037	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	33850	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	405358	TotalExcessDistriCarryover
Qualifying Distributions	50800	QualifyingDistributions
Applied To Current Year	50800	AppliedToCurrentYear
Total Corpus	405358	TotalCorpus
Undistributed Income CY	4242	UndistributedIncomeCY
Excess Distri Cyov From Year5	158230	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	247128	ExcessDistriCyovToNextYear
Excess From Year4	117555	ExcessFromYear4
Excess From Year3	55686	ExcessFromYear3
Excess From Year2	40037	ExcessFromYear2
Excess From Year1	33850	ExcessFromYear1

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	DAVID LOWENTHAL	ContributingManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

Field	Value	IRS element (for citing)
Recipient Person Name	INFORMATION AVAIALBLE	RecipientPersonName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	UPON REQUEST	AddressLine1
City	LAKEWOOD	City
State	NJ	State
ZIP Code	08701	ZIPCode

Field	Value	IRS element (for citing)
Recipient Foundation Status	501C3	RecipientFoundationStatus
Purpose Of Grant Or Contribution	CHARITABLE	PurposeOfGrantOrContribution
Amount	$50,200	Amount

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	50200	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Business Code	900099	BusinessCode
Unrelated Business Income	$6,577	UnrelatedBusinessIncomeAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$6,577	UnrelatedBusinessIncomeAmount

Field	Value	IRS element (for citing)
Total Part XVIA	6577	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	1	ContributorNumber
Contributor Name Individual	DAVID LOWENTHAL	ContributorNameIndividual

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	1139 SOMERSET AVENUE	AddressLine1
City	LAKEWOOD	City
State	NJ	State
ZIP Code	08701	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	360000	AggregateContributions
Person Contribution Type	X	PersonContributionType