HMT CHARITABLE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
HMT CHARITABLE FOUNDATION (EIN 26-1102256)
Tax period
2020-09-01 to 2021-08-31
Filed
2022-12-21
IRS object ID
202203569349100100
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)
Return2022-12-21T21:25:03-08:00ReturnTs
Tax Period End2021-08-31TaxPeriodEndDt

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 Begin2020-09-01TaxPeriodBeginDt

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
Signature2022-12-22SignatureDt
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)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$473,482FMVAssetsEOYAmt
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$8InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$8InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$330DividendsRevAndExpnssAmt
Dividends Net Invst Incm$330DividendsNetInvstIncmAmt
Dividends Adj Net Incm$330DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$7NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$491,652GrossSalesPriceAmt
Total Rev And Expnss$331TotalRevAndExpnssAmt
Total Net Invst Incm$338TotalNetInvstIncmAmt
Total Adj Net Incm$338TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,541AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,541AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$1,541AccountingFeesAdjNetIncmAmt
Other Expenses Rev And Expnss$268OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$268OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$268OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$1,809TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,809TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$1,809TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$58,870ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$58,870ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$60,679TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,809TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$1,809TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$58,870TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$60,348ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$20,167CashBOYAmt
Cash EOY$9,488CashEOYAmt
Cash EOYFMV$9,488CashEOYFMVAmt
Sav And Temp Cash Invst BOY$513,473SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$463,804SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$463,994SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$533,640TotalAssetsBOYAmt
Total Assets EOY$473,292TotalAssetsEOYAmt
Total Assets EOYFMV$473,482TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$533,640RetainedEarningBOYAmt
Retained Earning EOY$473,292RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$533,640TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$473,292TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$533,640TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$473,292TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$533,640TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$60,348ExcessRevenueOverExpensesAmt
Subtotal$473,292SubtotalAmt
Tot Net Ast Or Fund Balances EOY$473,292TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
475K US T-BILLSP2020-06-042020-12-03$474,670$474,670
17K US T-BILLSP2020-12-032021-03-15$16,982$16,989-$7-$7
FieldValueIRS element (for citing)
Capital Gain Net Income-$7CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$7NetShortTermCapitalGainLossAmt

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 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$488,638AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$14,828AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$503,466TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$503,466AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,552CashDeemedCharitableAmt
Net Vl Noncharitable Assets$495,914NetVlNoncharitableAssetsAmt
Minimum Investment Return$24,796MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$24,796MinimumInvestmentReturnAmt
Distributable Before Adj$24,796DistributableBeforeAdjAmt
Distributable Before Ded$24,796DistributableBeforeDedAmt
Distributable As Adjusted$24,796DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$58,870ExpensesAndContributionsAmt
Qualifying Distributions$58,870QualifyingDistributionsAmt
Adjusted Qualifying Distri$58,870AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$24,796DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$33,350ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$3,103ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$8,096ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$39,834ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$84,383TotalExcessDistributionCyovAmt
Qualifying Distributions$58,870QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$24,796AppliedToCurrentYearAmt
Remaining Distri From Corpus$34,074RemainingDistriFromCorpusAmt
Total Corpus$118,457TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$118,457ExcessDistriCyovToNextYrAmt
Excess From Year4$33,350ExcessFromYear4Amt
Excess From Year3$3,103ExcessFromYear3Amt
Excess From Year2$8,096ExcessFromYear2Amt
Excess From Year1$39,834ExcessFromYear1Amt
Excess From Current Year$34,074ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 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 DriveLakewoodNJ08701nonePCTo help fund the charity$3,000
Bais Menachem
4814 14 AvenueBklynNY11204nonePCTo help fund the charity.$1,000
Bais Rivka Ruchel Scholarship Fund
285 River AveLakewoodNJ08701nonePCTo help fund scholarships.$5,000
Cong Bais Shifra Miriam
PO Box 682MonseyNY10952nonePCTo help fund the charity.$1,250
Cong Kollel Avreichem Breslav
1250 Ocean ParkwayBklynNY11230nonePCTo help fund the charity.$500
Cong Meir Gedalyahu
1370 Coney Island AveBklynNY11230nonePCTo help fund the charity$500
Cong Mosdos Amrah Chasida
PO Box 249BklynNY11204nonePCTo help fund the charity.$1,500
Cong Ohel Torah
172 Rodney StBklynNY11211nonePCTo fund the teaching of Torah.$1,000
Cong Sterling Forest
144 Hadassah LaneLakewoodNJ08701nonePCTo help fund the charity$500
Cong Stolin
1601 48 StBklynNY11204nonePCTo help fund the charity$750
Cong Toldos Yisroel Yaakov
9 Catskill High RailMonroeNY10950nonePCTo help fund services of org$3,000
Friends of Zville
9 Zeissner LaneSpring ValleyNY10977nonePCTo help fund charity$750
In His Image
303 Merrick roadLynbrookNY11563nonePCTo fund teaching about G-D.$1,000
Khal Veretsky
1202 E 9 StBklynNY11230nonePCTo help fund the org$1,200
Kolel Bais Yechiel
6080 N WhippleChicagoIL60659nonePCTo help fund the org$300
Kolel Kinyan Torah
31 Illinois AveJacksonNJ08527nonePCTo fund the teaching of Talmud$6,000
Kolel Chazon Ish
c/o WBKL- 39 BroadwayNYNY10006nonePCTo fund the charity$500
KZYRS
1223 East 8 StBklynNY11230nonePCTo help fund the org$750
Mesivta Yeshiva Chaim Berlin
1605 Coney Island AveBklynNY11230nonePCTo help fund the org$2,860
Mivtach Oz
10 Roman BlvdMonseyNY10952nonePCTo help fund the org$400
Mosdos Botoshan
1148 49 StBklynNY11219nonePCTo help fund the org$500
RCCS
762 Bedford AveBklynNY11205nonePCTo help fund treatment for sick people$1,500
Schwab Charitable Fund
PO Box 628298OrlandoFL32862nonePCTo help fund the org$750
Cong Streten
4609 Bay PkwyBklynNY11230nonePCTo help fund the org$1,000
The Cheder
129 Elmwood AveBklynNY11230nonePCTo help fund the org$500
Tomche Torah Fund of Talmudical Yes
6063 Drexel RoadPhiladelphiaPA19131nonePCTo help fund indigent students$2,500
Yeshiva Gedolah Zichron Moshe
Laurel Park RoadSouth FallsburgNY12771nonePCTo help fund the charity$7,000
Yeshiva Gedolah Zichron Yosef Aryeh
401 E 7 StLakewoodNJ08701nonePCTo help fund the charity$360
Yeshiva Ohr Avrohom Chaim
655 Princeton AveLakewoodNJ08701nonePCTo help fund the org$5,000
Yeshiva Toah Vodaath
425 East 9 StBklynNY11210nonePCTo fund the charity$1,000
Zichron Moshe
1441 Monmouth AveLakewoodNJ08701nonePCTo help fund the charity$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$58,870TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$8ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$330ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$7RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$338ExclusionAmt
Related Or Exempt Function Incm-$7RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$331TotalIncomeProducingActyAmt

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)
CategoryACCOUNTINGCategoryTxt
Amt$1,541Amt
Net Investment Income$1,541NetInvestmentIncomeAmt
Adjusted Net Income$1,541AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
Federal Tax$168$168$168
NYS Filing fee$100$100$100

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