HMT CHARITABLE FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
HMT CHARITABLE FOUNDATION (EIN 26-1102256)
Tax period
2021-09-01 to 2022-08-31
Filed
2023-06-06
IRS object ID
202301589349100000
Schema version
2021v4.1
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)
Return2023-06-06T20:40:39-07:00ReturnTs
Tax Period End2022-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN112938687PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1N BENJAMIN PERLMAN CPA PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 190305AddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11219ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN261102256EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HMT CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHMTCBusinessNameControlTxt
Phone7183777477PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11228 EAST 8TH STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11230ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonH TAUBERPersonNm
Person TitleTrusteePersonTitleTxt
Signature2023-06-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstHPersonFirstNm
Person LastTAUBERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonN BENJAMIN PERLMANPreparerPersonNm
PTINP00025472PTIN
Phone7188514466PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$412,534FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$2InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$652DividendsRevAndExpnssAmt
Dividends Net Invst Incm$652DividendsNetInvstIncmAmt
Dividends Adj Net Incm$652DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$3NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$857,383GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$3NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$657TotalRevAndExpnssAmt
Total Net Invst Incm$657TotalNetInvstIncmAmt
Total Adj Net Incm$657TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$2,258AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,258AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$2,258AccountingFeesAdjNetIncmAmt
Other Expenses Rev And Expnss$520OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$520OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$520OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$2,778TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,778TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$2,778TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$53,510ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$53,510ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$56,288TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,778TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$2,778TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$53,510TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$55,631ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$9,488CashBOYAmt
Cash EOY$14,662CashEOYAmt
Cash EOYFMV$14,662CashEOYFMVAmt
Sav And Temp Cash Invst BOY$463,804SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$402,999SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$397,872SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$473,292TotalAssetsBOYAmt
Total Assets EOY$417,661TotalAssetsEOYAmt
Total Assets EOYFMV$412,534TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$473,292RetainedEarningBOYAmt
Retained Earning EOY$417,661RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$473,292TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$417,661TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$473,292TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$417,661TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$473,292TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$55,631ExcessRevenueOverExpensesAmt
Subtotal$417,661SubtotalAmt
Tot Net Ast Or Fund Balances EOY$417,661TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
25K US T BILLSP2020-12-032021-09-13$24,987$24,984$3$3
433K US T BILLSP2020-12-032021-12-21$432,725$432,725
400K US T BILLSP2022-03-032022-06-07$399,671$399,671
FieldValueIRS element (for citing)
Capital Gain Net Income$3CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$3NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1HMT CHARITABLE FOUNDATIONBusinessNameLine1Txt

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11228 E 8 STREETAddressLine1Txt
CityBKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11230ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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

FieldValueIRS element (for citing)
PersonH TAUBERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11228 E 8 STAddressLine1Txt
CityBKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11230ZIPCd
FieldValueIRS element (for citing)
TitleTrusteeTitleTxt
Average Hrs Per Wk Devoted To Pos8.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

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

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$53,510ExpensesAndContributionsAmt
Qualifying Distributions$53,510QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$33,350ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$3,103ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$8,096ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$39,834ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$34,074ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$118,457TotalExcessDistributionCyovAmt
Qualifying Distributions$53,510QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$53,510RemainingDistriFromCorpusAmt
Total Corpus$171,967TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$33,350ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$138,617ExcessDistriCyovToNextYrAmt
Excess From Year4$3,103ExcessFromYear4Amt
Excess From Year3$8,096ExcessFromYear3Amt
Excess From Year2$39,834ExcessFromYear2Amt
Excess From Year1$34,074ExcessFromYear1Amt
Excess From Current Year$53,510ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Ahavas Chesed
4812 13 AveBklynNY11219nonePCTo help fund services of charity$6,000
American Friends of Yesh Nachlas Mo
26 A Carnation DriveLakewoodNJ08701nonePCEducational support$3,000
Bais Menachem
4814 14 AvenueBklynNY11204nonePCTo help fund the charity.$2,000
American Friends of Taharat Mishpac
312 Kingston AveBklynNY11213nonePCTo help fund Charity$500
Cong Bais Shifra Miriam
PO Box 682MonseyNY10952nonePCTo help fund the charity.$500
Cong Kollel Avreichem Breslav
1250 Ocean ParkwayBklynNY11230nonePCTo help fund the charity.$360
Binyan Yerushalayim
1274 49 StBklynNY11219nonePCTo help fund the charity$3,000
Cong Mosdos Amrah Chasida
PO Box 249BklynNY11204nonePCTo help fund the charity.$2,300
Cong Ohel Torah
172 Rodney StBklynNY11211nonePCTo fund the teaching of Torah.$1,000
Cong Bnei Aharon
1516 E 24 StBklynNY11210nonePCTo help fund the charity$1,000
Cong Yeshuas Chaim
1167 E 13 StBklynNY11230nonePCTo help fund the charity$1,000
Gemilas Chesed Chasdei Dovid
1274 38 StBklynNY11218nonePCTo help fund services of org$3,500
Gomlei Chesed of YZM
Laurel Park RdSouth FallsbergNY12779nonePCTo help fund charity$1,500
In His Image
303 Merrick roadLynbrookNY11563nonePCTo fund teaching about G-D.$2,000
Keren Shloma
1000 Cross StLakewoodNJ08701nonePCTo help fund the org$1,200
Kolel Kol Aharon
3116 Avenue LBklynNY11210nonePCTo fund Education$1,000
Kolel Kinyan Torah
31 Illinois AveJacksonNJ08527nonePCTo fund the teaching of Talmud$2,500
Kolel of South Fallsberg
P O Box 931Soutn FallsbergNY12779nonePCTo fund the charity$1,500
KZYRS
1223 East 8 StBklynNY11230nonePCTo help fund the org$1,000
Toldos Yehuda
1621 61st StBklynNY11204nonePCTo help fund the org$1,000
Mivtach Oz
10 Roman BlvdMonseyNY10952nonePCTo help fund the org$750
Yeshiva Ahavas Yakov
1303 53 StBklynNY11219nonePCTo fund Education$1,000
Yeshiva Gedolah of Patterson
561 Park AvePattersonNJ07504nonePCTo Fund Education$500
Yeshiva Mkor Chaim
180 Sims AveLakewoodNJ08701nonePCTo fund Education$1,800
Tomche Torah Fund of Talmudical Yes
6063 Drexel RoadPhiladelphiaPA19131nonePCTo help fund indigent students$2,500
Yeshiva Gedolah Zichron Moshe
Laurel Park RoadSouth FallsburgNY12771nonePCTo fund Education$6,100
Cong Zichron Moshe
1441 Monmouth AveLakewoodNJ08701nonePCTo help fund the charity$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$53,510TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$2UnrelatedBusinessTaxblIncmAmt
Exclusion1ExclusionCd

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$652UnrelatedBusinessTaxblIncmAmt
Exclusion1ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$654UnrelatedBusinessTaxblIncmAmt
Related Or Exempt Function Incm$3RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$657TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting ServicesCategoryTxt
Amt$2,258Amt
Net Investment Income$2,258NetInvestmentIncomeAmt
Adjusted Net Income$2,258AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
Bank charges$420$420$420
NYS Filing fee$100$100$100

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