ASM FAMILY CHARITABLE FOUNDATION TRUST: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ASM FAMILY CHARITABLE FOUNDATION TRUST (EIN 46-4012857)
Tax period
2020-11-01 to 2021-10-31
Filed
2022-09-15
IRS object ID
202222589349100222
Schema version
2020v4.0
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)
Return2022-09-15T11:34:27-04:00ReturnTs
Tax Period End2021-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133747570PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WEISS & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line118 EAST 41ST STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100176270ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN464012857EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ASM FAMILY CHARITABLE FOUNDATIONBusinessNameLine1Txt
Business Name Line2TRUSTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlASMFBusinessNameControlTxt
Phone7185997208PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1307 DIVISION AVENUE - SUITE 2AddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP112117369ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHIA MEISELSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2125759333PhoneNum
Signature2022-09-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSHIAPersonFirstNm
Person LastMEISLESPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonABRAHAM WEISSPreparerPersonNm
PTINP00020893PTIN
Phone2123023400PhoneNum
Preparation2022-09-14PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$451,449FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$209,306ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$10InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$10InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$10InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$209,316TotalRevAndExpnssAmt
Total Net Invst Incm$10TotalNetInvstIncmAmt
Total Adj Net Incm$10TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$2,250AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$125TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$137OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$2,512TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$222,997ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$222,997ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$225,509TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$222,997TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$16,193ExcessRevenueOverExpensesAmt
Net Investment Income$10NetInvestmentIncomeAmt
Adjusted Net Income$10AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$19,317CashBOYAmt
Cash EOY$3,124CashEOYAmt
Cash EOYFMV$3,124CashEOYFMVAmt
Other Investments BOY$448,325OtherInvestmentsBOYAmt
Other Investments EOY$448,325OtherInvestmentsEOYAmt
Other Investments EOYFMV$448,325OtherInvestmentsEOYFMVAmt
Total Assets BOY$467,642TotalAssetsBOYAmt
Total Assets EOY$451,449TotalAssetsEOYAmt
Total Assets EOYFMV$451,449TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$467,642NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$451,449NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$467,642TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$451,449TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$467,642TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$451,449TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$467,642TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$16,193ExcessRevenueOverExpensesAmt
Subtotal$451,449SubtotalAmt
Tot Net Ast Or Fund Balances EOY$451,449TotNetAstOrFundBalancesEOYAmt

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 FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSHIA MEISELSIndividualWithBooksNm
Phone7185997208PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1307 DIVISION AVENUEAddressLine1Txt
Address Line2APT 2AddressLine2Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP112117369ZIPCd
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
Undistributed Income PYfalseUndistributedIncomePYInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SHIA MEISELS
307 DIVISION AVENUEAPT 2BROOKLYNNY112117369TRUSTEE3.00$0$0$0
HELEN MEISELS
4 FILLMORE COURTMONROENY109503858TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

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$21,918AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$448,325FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$470,243TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$470,243AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,054CashDeemedCharitableAmt
Net Vl Noncharitable Assets$463,189NetVlNoncharitableAssetsAmt
Minimum Investment Return$23,159MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$23,159MinimumInvestmentReturnAmt
Distributable Before Adj$23,159DistributableBeforeAdjAmt
Distributable Before Ded$23,159DistributableBeforeDedAmt
Distributable As Adjusted$23,159DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$222,997ExpensesAndContributionsAmt
Qualifying Distributions$222,997QualifyingDistributionsAmt
Adjusted Qualifying Distri$222,997AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$23,159DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$198,756ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$124,322ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$129,161ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$373,110ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$267,608ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,092,957TotalExcessDistributionCyovAmt
Qualifying Distributions$222,997QualifyingDistributionsAmt
Applied To Current Year$23,159AppliedToCurrentYearAmt
Remaining Distri From Corpus$199,838RemainingDistriFromCorpusAmt
Total Corpus$1,292,795TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$198,756ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,094,039ExcessDistriCyovToNextYrAmt
Excess From Year4$124,322ExcessFromYear4Amt
Excess From Year3$129,161ExcessFromYear3Amt
Excess From Year2$373,110ExcessFromYear2Amt
Excess From Year1$267,608ExcessFromYear1Amt
Excess From Current Year$199,838ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerHELEN MEISELSContributingManagerNm
Contributing ManagerSHIA MEISELSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSHIA MEISELSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1307 DIVISION AVENUEAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP112117375ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7185997208RecipientPhoneNum
Recipient Email AddressSHIA.MEISELS@GMAIL.COMRecipientEmailAddressTxt
Form And Info And MaterialsNONEFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNO RESTRICTIONSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE OJC FUND
1303 53RD STREETBROOKLYNNY112193823CHARITABLE$48,000
CONGREGATION YETEV LEV DSATMAR OF
12 GARFIELD ROADMONROENY109506027CHARITABLE$46,510
CONGREGATION YESODAH KOL YEHUDA
284 KEAP STREETBROOKLYNNY112117311CHARITABLE$21,211
ZICHRON MENACHEM INC
10 MAPLE TERRACEMONSEYNY109522733CHARITABLE$16,000
MISCELLANEOUS CHARITIES UNDER 1000
307 DIVISION AVENUEBROOKLYNNY112117375CHARITABLE$13,199
OHEL FAIGA INC
65 HEYWARD STREETBROOKLYNNY112497806CHARITABLE$13,000
KOLLEL AVREICHIM DRABEINU YOEL
125 HEYWARD STREETBROOKLYNNY112065408CHARITABLE$7,750
CONGREGATION KEREN HACHESED
555 BEDFORD AVEBROOKLYNNY112117688CHARITABLE$7,000
NECHOMAS YISROEL
1338 41ST STREETBROOKLYNNY112183563CHARITABLE$6,600
OHR CHODOSH
181 RUTLEDGE STREETBROOKLYNNY112118118CHARITABLE$6,000
CHESED LAVRAHAM
5317 13TH AVENUEBROOKLYNNY112195293CHARITABLE$5,252
KOLLEL VYOEL MOSHE DSATMAR
199 LEE AVENUEBROOKLYNNY112118919CHARITABLE$5,000
KAREN AVRUHAM MEIR INC
PO BOX 2032MONROENY109498532CHARITABLE$5,000
CONGREGATION YETEV LEV SHUL INC
68 SEVEN SPRINGS MTN RDMONROENY109507472CHARITABLE$3,600
KOLEL SHARY LIMUD
625 BEDFORD AVENUEBROOKLYNNY112118008CHARITABLE$3,215
TOLDOS CHAIM
199 LEE AVENUEBROOKLYNNY112118036CHARITABLE$2,500
CONG ZICHRON MOSHE MENACHEM
213 LEE AVENUEBROOKLYNNY112065411CHARITABLE$2,000
KEREN MENACHEM
402 BERRY STREETBROOKLYNNY112116041CHARITABLE$2,000
KEREN MUGEIN IMOSHEYA
69 PENN STREETBROOKLYNNY112497822CHARITABLE$1,800
KHAL NETA SORAK TSHATH
9 SATMAR DRIVEMONROENY109506068CHARITABLE$1,800
CONGREGATION YESHIVA OIR PNEI
287 HEWES STREETBROOKLYNNY112118111CHARITABLE$1,360
MIFAL EZRA ZICHRON YEHIDE
481 PARK AVENUEBROOKLYNNY112051673CHARITABLE$1,200
AMERICAN FRIENDS OF MOSDOT BEER
1736 EAST 3RD STREETBROOKLYNNY112231931CHARITABLE$1,000
UNITED TALMUDICAL ACADEMY TORAH
82 LEE AVENUEBROOKLYNNY112117900CHARITABLE$1,000
CONGREGATION ORAH VSIMCHA
1357 52ND STREETBROOKLYNNY112193803CHARITABLE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$222,997TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$10ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtAddress Line2ContributorUSAddress/AddressLine2TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
HELEN MEISELS
14 FILLMORE COURTAPT 301MONROENY109503803$160,202Yes (X)
SHIA MEISELS
2307 DIVISION AVENUEBROOKLYNNY112117375$15,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$2,250Amt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemLOANCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$448,325BookValueAmt
EOYFMV$448,325EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
BANK CHARGES$137

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
NYS DEPT OF LAW$125
INTERNAL REVENUE SERVICE

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