Nonprofit · EIN 35-6017846
CONGREGATION BNE ZION IRR TRUST
Also known as MAURICE LEVING
Tax-exempt · MICHIGAN CITY, IN 46360
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $43,429 | $12,723 | $30,706 | $413,525 | $0 | $413,525 |
| December 31, 2024 | 990 | $29,788 | $14,661 | $15,127 | $382,819 | $0 | $382,819 |
| December 31, 2023 | 990 | $39,323 | $19,161 | $20,162 | $367,692 | $0 | $367,692 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $12,545
- Program service revenue
- $0
- Investment income
- $30,884
- Tax-exempt bond proceeds
- $20,108
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $3,108
- Salaries, compensation and benefits (total)
- $3,108
- Professional fundraising fees
- $0
- Accounting fees
- $1,341
- Occupancy
- $8,182
- Management and general (functional)
- $12,723
Balance sheet and other
- Total assets, start of year
- $382,819
- Total assets, end of year
- $413,525
- Total liabilities, end of year
- $0
- Net assets, end of year
- $413,525
- Publicly traded securities
- $378,930
- Gross receipts
- $43,429
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1942
- State of legal domicile
- IN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK JACOBI | PRESIDENT - CO TRUSTE Trustee or director, Officer | 4 | $0 |
| JUDY JACOBI | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 |
| JOAN LEVINE RUSSELL | VICE PRESIDENT - CO TRUSTE Trustee or director, Officer | 1 | $0 |
| EMMA RUSSELL | DIRECTOR Trustee or director, Officer | 1 | $0 |
| REMY RUSSELL | DIRECTOR Trustee or director, Officer | 1 | $0 |
| MICHAEL RUSSELL | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK JACOBI | PRESIDENT - CO TRUSTE Trustee or director, Officer | 4 | $0 |
| JUDY JACOBI | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 |
| JOAN LEVINE RUSSELL | VICE PRESIDENT - CO TRUSTE Trustee or director, Officer | 1 | $0 |
| EMMA RUSSELL | DIRECTOR Trustee or director, Officer | 1 | $0 |
| REMY RUSSELL | DIRECTOR Trustee or director, Officer | 1 | $0 |
| MICHAEL RUSSELL | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK JACOBI | PRESIDENT - CO TRUSTE Trustee or director, Officer | 4 | $0 |
| JUDY JACOBI | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 |
| JOAN LEVINE RUSSELL | VICE PRESIDENT - CO TRUSTE Trustee or director, Officer | 1 | $0 |
| EMMA RUSSELL | DIRECTOR Trustee or director, Officer | 1 | $0 |
| REMY RUSSELL | DIRECTOR Trustee or director, Officer | 1 | $0 |
| MICHAEL RUSSELL | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 128 VALENTINE CT, MICHIGAN CITY, IN 46360-6109
- In care of
- % MAURICE LEVINE
- Principal officer (990 for 2025)
- MARK JACOBI, 128 VALENTINE CT, MICHIGAN CITY, IN 46360
- Signed the 990
- MARK JACOBI, CO TRUSTEE
- Phone
- (219) 879-7974
- Return prepared by
- CBIZ ADVISORS LLC
Mission
PERPETUAL CARE AND MAINTENANCE OF THE JEWISH CEMETERY IN LAPORTE, INDIANA.
Program accomplishments
- CARE AND MAINTENANCE OF THE JEWISH CEMETERY AND GENERAL OPERATING EXPENSE OF SAID CEMETERY.Expenses $8,182
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 35-6017846
- Tax-exempt status
- 501(c)(13): Cemetery company
- Donations deductible (Pub 78)
- Organization other than a public charity or private foundation
- Exempt since
- 2012
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Mutual and membership benefit (Y50)
- Assets (IRS master file)
- $413,525
- Income (IRS master file)
- $43,429
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $43,429 | $12,723 | $413,525 | XML |
| 990 | December 2024 | $29,788 | $14,661 | $382,819 | XML |
| 990 | December 2023 | $39,323 | $19,161 | $367,692 | XML |
| 990 | December 2022 | $21,777 | $19,422 | $347,530 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-6017846).
Questions about CONGREGATION BNE ZION IRR TRUST
- What is the EIN of CONGREGATION BNE ZION IRR TRUST?
- The employer identification number (EIN) of CONGREGATION BNE ZION IRR TRUST is 35-6017846.
- Is CONGREGATION BNE ZION IRR TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(13) since 2012.
- Are donations to CONGREGATION BNE ZION IRR TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Organization other than a public charity or private foundation).
- Which annual return does CONGREGATION BNE ZION IRR TRUST file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of CONGREGATION BNE ZION IRR TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CONGREGATION BNE ZION IRR TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of CONGREGATION BNE ZION IRR TRUST?
- The 990 for the year ended December 31, 2025 names MARK JACOBI.
- Who are the officers and directors of CONGREGATION BNE ZION IRR TRUST?
- The 990 for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does CONGREGATION BNE ZION IRR TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $43,429, expenses of $12,723 and total assets of $413,525 at year end.
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