MEIR AND RUTH STEFANSKY CHARITABLE TR: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
MEIR AND RUTH STEFANSKY CHARITABLE TR (EIN 20-0699712)
Tax period
2020-02-01 to 2021-01-31
Filed
2022-11-08
IRS object ID
202223129349101982
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)
Return2022-11-08T18:42:00-05:00ReturnTs
Tax Period End2021-01-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN132659310PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WASSERBRETTLERKLAR & LIPSTEIN LLP CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line139 BROADWAY SUITE 640AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10006ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-02-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200699712EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MEIR & RUTH STEFANSKY CHAR TRUSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMEIRBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13 ROMAN BOULEVARDAddressLine1Txt
CityMONSEYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10952ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID STEFANSKYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Signature2022-10-24SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDAVIDPersonFirstNm
Person LastSTEFANSKYPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMORRIS WERNERPreparerPersonNm
PTINP01351384PTIN
Phone2129626100PhoneNum
Preparation2022-11-08PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$25,982FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$256,501ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$256,501TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$6,200LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$6,200LegalFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$133OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$133OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,333TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,333TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$385,943ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$385,943ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$392,276TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$392,276TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$135,775ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$163,496CashBOYAmt
Cash EOY$25,982CashEOYAmt
Cash EOYFMV$25,982CashEOYFMVAmt
Total Assets BOY$163,496TotalAssetsBOYAmt
Total Assets EOY$25,982TotalAssetsEOYAmt
Total Assets EOYFMV$25,982TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$163,496RetainedEarningBOYAmt
Retained Earning EOY$25,982RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$163,496TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$25,982TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$163,496TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$25,982TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$163,496TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$135,775ExcessRevenueOverExpensesAmt
Subtotal$27,721SubtotalAmt
Other Decreases$1,739OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$25,982TotNetAstOrFundBalancesEOYAmt

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
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
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 Line18 GLENMERE ROADAddressLine1Txt
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
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 (4 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
RUTH STEFANSKY
DEVORAH HANEVIA 5BNEI BRAKBNEI BRAKISTRUSTEE10.00$0$0$0
DAVID STEFANSKY
TRUSTEE10.00$0$0$09 LANGERIES DRIVEMONSEYNY10952
YAAKOV STEFANSKY
CHAZON ISH 44 BBNEI BRAKBNEI BRAKISTRUSTEE10.00$0$0$0
YECHEZKEL STEFANSKY
MIRSKI 44JERUSALEMJERUSALEMISTRUSTEE10.00$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$20,000Expenses1Amt
Description2RESEARCH FOR PUBLICATION ANCIENTY MANUSCRIPTS OF REKNOWNED SCHOLARS AND COMMENTARIES ON TALMUD.Description2Txt
Expenses2$94,000Expenses2Amt

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$35,762AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$35,762TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$35,762AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$536CashDeemedCharitableAmt
Net Vl Noncharitable Assets$35,226NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,761MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

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

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$392,276ExpensesAndContributionsAmt
Qualifying Distributions$392,276QualifyingDistributionsAmt
Adjusted Qualifying Distri$392,276AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Qualifying Distributions$392,276QualifyingDistributionsAmt
Remaining Distri From Corpus$392,276RemainingDistriFromCorpusAmt
Total Corpus$392,276TotalCorpusAmt

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$0CurrentYearAmt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$392,276CurrentYearAmt
Year1$523,800Year1Amt
Year2$458,190Year2Amt
Year3$253,034Year3Amt
Total$1,627,300TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$278,276CurrentYearAmt
Year1$415,800Year1Amt
Year2$391,190Year2Amt
Year3$195,534Year3Amt
Total$1,280,800TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$114,000CurrentYearAmt
Year1$108,000Year1Amt
Year2$67,000Year2Amt
Year3$57,500Year3Amt
Total$346,500TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Current Year$114,000CurrentYearAmt
Year1$108,000Year1Amt
Year2$67,000Year2Amt
Year3$57,500Year3Amt
Total$346,500TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Current Year$1,174CurrentYearAmt
Year1$2,220Year1Amt
Year2$1,753Year2Amt
Year3$2,534Year3Amt
Total$7,681TotalAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCd
KOLEL TORAH
11 OVERHILL ROADMONSEYNY10952RESEARCH OF ANCIENT MANUSCRIPTS$22,000
VARIOUS
3 ROMAN BLVDMONSEYNY10952CHARITABLE$271,943
LIMUDEI DA'AS INC
9 EAST VIEW ROADMONSEYNY10952RESEARCH OF ANCIENT MANUSCRIPTS$72,000
NB SPITZER ADMINISTRATOR
RESEARCH OF ANCIENT MANUSCRIPTS$20,000OR HATORAH 18BNEI BRAKIS
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$385,943TotalGrantOrContriPdDurYrAmt

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 LANGERIES DRIVEAddressLine1Txt
CityMONSEYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10952ZIPCd
FieldValueIRS element (for citing)
Total Contributions$256,501TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryINDIRECT LEGAL FEESCategoryTxt
Legal Fees$6,200LegalFeesAmt
Disbursements Charitable Prps$6,200DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Amt$1,739Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
FILING FEE$100$100
BANK CHARGES$33$33

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