MEIR AND RUTH STEFANSKY CHARITABLE TR: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: MEIR AND RUTH STEFANSKY CHARITABLE TR (EIN 20-0699712)
Tax period: 2021-02-01 to 2022-01-31
Filed: 2022-12-13
IRS object ID: 202233479349101008
Schema version: 2021v4.2
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
Form 990-PF
Schedule B

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-12-13T13:45:45-06:00	ReturnTs
Tax Period End	2022-01-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	133534029	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MORRIS WERNER LAW OFFICES	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	155 NORTH MAIN STREET	AddressLine1Txt
City	NEW CITY	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10956	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2021-02-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	200699712	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MEIR AND RUTH STEFANSKY CHARITY TRUST	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MEIR	BusinessNameControlTxt
Phone	8456391658	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3 ROMAN BLVD	AddressLine1Txt
City	MONSEY	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	109523105	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MORRIS WERNER	PersonNm
Person Title	ATTORNEY	PersonTitleTxt
Phone	8456643345	PhoneNum
Signature	2022-12-13	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	MORRIS	PersonFirstNm
Person Last	WERNER	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MORRIS WERNER	PreparerPersonNm
PTIN	P01351384	PTIN
Phone	8456643345	PhoneNum

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1,678	FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$175,950	ContriRcvdRevAndExpnssAmt
Net Rental Income Or Loss	$0	NetRentalIncomeOrLossAmt
Total Rev And Expnss	$175,950	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	TotalNetInvstIncmAmt
Legal Fees Rev And Expnss	$6,300	LegalFeesRevAndExpnssAmt
Taxes Rev And Expnss	$112	TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl	$112	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$464	OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$6,876	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$112	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$193,374	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$193,374	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$200,250	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$193,486	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$24,300	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$25,982	CashBOYAmt
Cash EOY	$1,678	CashEOYAmt
Cash EOYFMV	$1,678	CashEOYFMVAmt
Total Assets BOY	$25,982	TotalAssetsBOYAmt
Total Assets EOY	$1,678	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,678	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Tot Net Ast Or Fund Balances EOY	$0	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$0	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$0	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$25,982	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$24,300	ExcessRevenueOverExpensesAmt
Subtotal	$1,682	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$1,682	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Form990 T Filed	0	Form990TFiledInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	Yes (1)	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	MORRIS WERNER	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8456391658	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	155 NORTH MAIN STREET	AddressLine1Txt
City	NEW CITY	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10956	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Proceeds Or Net Income	0	ProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	Province Or StateForeignAddress/ProvinceOrStateNm	CountryForeignAddress/CountryCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd
RUTH STEFANSKY
DEVORAH HANEVIA 5	BNEI BRAK	ISRAEL	IS	TRUSTEE	10	$0
DAVID STEFANSKY
				TRUSTEE	10	$0	9 LANGRIES DRIVE	MONSEY	NY	10952
YAAKOV STEFANSKY
CHAZON ISH 44B	BNEI BRAK	ISRAEL	IS	TRUSTEE	10	$0
YECHESKEL STEFANSKY
MIRSKI 44	JERUSALEM	ISRAEL	IS	TRUSTEE	10	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	NB SPITZER, ADMINISTRATOR OF DIRECT CHARITABLE ACTIVITIES	Description1Txt
Expenses1	$15,000	Expenses1Amt
Description2	RESEARCH FOR PUBLICATION ANCIENT MANUSCRIPTS OF REKNOWNED SCHOLARS AND COMMENTARIES ON TALMUD	Description2Txt
Expenses2	$18,000	Expenses2Amt

Field	Value	IRS element (for citing)
Sum Of Program Related Invst		SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$4,597	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$4,597	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$4,597	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$69	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$4,528	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$226	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Sect4942j3j5 Fndtn And Frgn Org	Yes (X)	Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$193,486	ExpensesAndContributionsAmt
Qualifying Distributions	$193,486	QualifyingDistributionsAmt

Field	Value	IRS element (for citing)
Undistributed Income		UndistributedIncomeGrp

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

Field	Value	IRS element (for citing)
Current Year	$226	CurrentYearAmt
Total	$226	TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

Field	Value	IRS element (for citing)
Current Year	$192	CurrentYearAmt
Total	$192	TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Current Year	$193,486	CurrentYearAmt
Year1	$385,943	Year1Amt
Year2	$523,800	Year2Amt
Year3	$253,034	Year3Amt
Total	$1,356,263	TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

Field	Value	IRS element (for citing)
Current Year	$150,486	CurrentYearAmt
Year1	$271,943	Year1Amt
Year2	$415,800	Year2Amt
Year3	$195,534	Year3Amt
Total	$1,033,763	TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

Field	Value	IRS element (for citing)
Current Year	$43,000	CurrentYearAmt
Year1	$114,000	Year1Amt
Year2	$108,000	Year2Amt
Year3	$57,500	Year3Amt
Total	$322,500	TotalAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
Current Year	$33,000	CurrentYearAmt
Year1	$114,000	Year1Amt
Year2	$168,800	Year2Amt
Year3	$57,500	Year3Amt
Total	$373,300	TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

Field	Value	IRS element (for citing)
Current Year	$151	CurrentYearAmt
Year1	$1,174	Year1Amt
Year2	$2,220	Year2Amt
Year3	$2,534	Year3Amt
Total	$6,079	TotalAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientForeignAddress/AddressLine1Txt	CityRecipientForeignAddress/CityNm	Province Or StateRecipientForeignAddress/ProvinceOrStateNm	CountryRecipientForeignAddress/CountryCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
NB SPITZER ADMINISTRATOR BNEI BRAK ISRAEL
44 MYRSKI	JERUSALEM	JERUSALEM	IS	RESEARCH FOR SCHOLARS	$13,000
KOLEL TORAH
CHAZON ISH 44B	BNEI BRAK	BNEI BRAK	IS	RESEARCG	$12,000
LIMUDEI DAAS
MIRSKI 44	JERUSALEM	JERUSALEM	IS	RESEARCH	$18,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$43,000	TotalGrantOrContriPdDurYrAmt

Field	Value	IRS element (for citing)
Analysis Income Producing Acty		AnalysisIncomeProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ESTATE OF MEIR STEFANSKY	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	C/O DAVID STEFANSKY	AddressLine1Txt
Address Line2	9 LANGRIES DRIVE	AddressLine2Txt
City	MONSEY	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10952	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$175,950	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

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