MEIR AND RUTH STEFANSKY CHARITABLE TR: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MEIR AND RUTH STEFANSKY CHARITABLE TR (EIN 20-0699712)
Tax period
2023-02-01 to 2024-01-31
Filed
2025-02-25
IRS object ID
202540569349100709
Schema version
2023v6.0
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)
Return2025-02-25T10:14:50-05:00ReturnTs
Tax Period End2024-01-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MORRIS WERNER LAW OFFICESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1155 NORTH MAIN STREETAddressLine1Txt
CityNEW CITYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10956ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-02-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200699712EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MEIR AND RUTH STEFANSKYBusinessNameLine1Txt
Business Name Line2CHARITY TRUSTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMEIRBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13 ROMAN BLVDAddressLine1Txt
CityMONSEYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10952ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID STEFANSKYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8456391658PhoneNum
Signature2025-01-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMORRIS WERNERPreparerPersonNm
PTINP01351384PTIN
Phone8456391658PhoneNum
Preparation2025-02-25PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,427FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$72,250ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$72,250TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Other Expenses Rev And Expnss$430OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$430OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$430TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$430TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$74,820ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$74,820ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$75,250TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$75,250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,000ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,442CashBOYAmt
Cash EOY$1,427CashEOYAmt
Cash EOYFMV$1,427CashEOYFMVAmt
Total Assets BOY$4,442TotalAssetsBOYAmt
Total Assets EOY$1,427TotalAssetsEOYAmt
Total Assets EOYFMV$1,427TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$4,442NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,427NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$4,442TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,427TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,442TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,427TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,442TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,000ExcessRevenueOverExpensesAmt
Subtotal$1,442SubtotalAmt
Other Decreases$15OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,427TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMORRIS WERNERIndividualWithBooksNm
Phone8456391658PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1155 NORTH MAIN STREETAddressLine1Txt
CityNEW CITYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10956ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYYes (true)UndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppYes (true)UndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RUTH STEFANSKY
3 ROMAN BLVDMONSEYNY10952TRUSTEE10.00$0$0$0
DAVID STEFANSKY
2 LANGRIES DRIVEMONSEYNY10952TRUSTEE10.00$0$0$0
YAAKOV STEFANSKY
3 ROMAN BLVDMONSEYNY10952TRUSTEE10.00$0$0$0
YECHESKEL STEFANSKY
3 ROMAN BLVDMONSEYNY10952TRUSTEE10.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NB SPITZER ADMINISTRATOR OF DIRECT CHARITABLE ACTIVITIESDescription1Txt
Expenses1$5,100Expenses1Amt
Description2RESEARCH FOR PUBLICATION OF ANCIENT MANUSCRIPTS OF RENOWNED SCHOLARS AND COMMENTARIES ON TALMUDDescription2Txt
Expenses2$18,000Expenses2Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,884AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,884TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,884AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$28CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,856NetVlNoncharitableAssetsAmt
Minimum Investment Return$93MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$75,250ExpensesAndContributionsAmt
Qualifying Distributions$75,250QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Qualifying Distributions$75,250QualifyingDistributionsAmt
Remaining Distri From Corpus$75,250RemainingDistriFromCorpusAmt
Total Corpus$75,250TotalCorpusAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$93CurrentYearAmt
Year1$334Year1Amt
Total$427TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$79CurrentYearAmt
Year1$284Year1Amt
Total$363TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$75,250CurrentYearAmt
Year1$181,418Year1Amt
Year2$193,486Year2Amt
Year3$385,943Year3Amt
Total$836,097TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$52,150CurrentYearAmt
Year1$146,418Year1Amt
Year2$150,486Year2Amt
Year3$271,943Year3Amt
Total$620,997TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$23,100CurrentYearAmt
Year1$35,000Year1Amt
Year2$43,000Year2Amt
Year3$114,000Year3Amt
Total$215,100TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$62CurrentYearAmt
Year1$223Year1Amt
Total$285TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
NB SPITZER
3 ROMAN BLVDMONSEYNY10952ADMINISTRATOR OF CHARITABLE ACTIVITI$5,100
LIMUDEI DAAS
9 EASTVIEW ROADMONSEYNY10952RESEARCH$18,000
MISCELLANEOUS
3 ROMAN BLVDMONSEYNY10952CHARITABLE$51,720
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$74,820TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonESTATE OF MEIR STEFANSKYContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line19 LANGRIES DRIVEAddressLine1Txt
CityMONSEYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10952ZIPCd
FieldValueIRS element (for citing)
Total Contributions$72,250TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Amt$15Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
MISCELLANEOUS$430$430

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