FURP.ORG / PUBLIC DATA EXPLORER

SIMCHAS DAVID FOUNDATION TR: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SIMCHAS DAVID FOUNDATION TR (EIN 20-2079591)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-09
IRS object ID
202243139349101389
Schema version
2021v4.0
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)
Return2022-11-09T13:03:09-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202079591EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SIMCHAS DOVID FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSIMCBusinessNameControlTxt
Phone7182187000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line165 SKILLMAN STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP112052803ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHANA SIMKOWITZPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7182187000PhoneNum
Signature2018-08-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHANAPersonFirstNm
Person LastSIMKOWITZPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonABRAHAM WEISSPreparerPersonNm
PTINP00020893PTIN
Phone2123023400PhoneNum
Preparation2022-08-18PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,534,018FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$301,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$4,137InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,137InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$4,137InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$305,137TotalRevAndExpnssAmt
Total Net Invst Incm$4,137TotalNetInvstIncmAmt
Total Adj Net Incm$4,137TotalAdjNetIncmAmt
Taxes Rev And Expnss$250TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$75OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$325TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$341,685ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$341,685ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$342,010TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$341,685TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$36,873ExcessRevenueOverExpensesAmt
Net Investment Income$4,137NetInvestmentIncomeAmt
Adjusted Net Income$4,137AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$29,038CashBOYAmt
Cash EOY$122,163CashEOYAmt
Cash EOYFMV$122,163CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,541,853SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,411,855SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,411,855SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$1,570,891TotalAssetsBOYAmt
Total Assets EOY$1,534,018TotalAssetsEOYAmt
Total Assets EOYFMV$1,534,018TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,570,891NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,534,018NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,570,891TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,534,018TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,570,891TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,534,018TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,570,891TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$36,873ExcessRevenueOverExpensesAmt
Subtotal$1,534,018SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,534,018TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$58InvestmentIncomeExciseTaxAmt
Subtotal$58SubtotalAmt
Tax Based On Investment Income$58TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$58ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$58TotalPaymentsAndCreditsAmt

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 BooksDAVID SIMKOWITZIndividualWithBooksNm
Phone7182187000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line165 SKILLMAN STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP112052803ZIPCd
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/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID SIMKOWITZ
65 SKILLMAN STREETBROOKLYNNY112052803TRUSTEE1.00$0$0$0
CHANA SIMKOWITZ
65 SKILLMAN STREETBROOKLYNNY112052803TRUSTEE1.00$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$1,462,688AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,462,688TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,462,688AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$21,940CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,440,748NetVlNoncharitableAssetsAmt
Minimum Investment Return$72,037MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$72,037MinimumInvestmentReturnAmt
Tax Based On Investment Income$58TaxBasedOnInvestmentIncomeAmt
Total Tax$58TotalTaxAmt
Distributable Before Adj$71,979DistributableBeforeAdjAmt
Distributable Before Ded$71,979DistributableBeforeDedAmt
Distributable As Adjusted$71,979DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$341,685ExpensesAndContributionsAmt
Qualifying Distributions$341,685QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$71,979DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$248,972ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$205,791ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$263,901ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$328,369ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$293,456ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,340,489TotalExcessDistributionCyovAmt
Qualifying Distributions$341,685QualifyingDistributionsAmt
Applied To Current Year$71,979AppliedToCurrentYearAmt
Remaining Distri From Corpus$269,706RemainingDistriFromCorpusAmt
Total Corpus$1,610,195TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$248,972ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,361,223ExcessDistriCyovToNextYrAmt
Excess From Year4$205,791ExcessFromYear4Amt
Excess From Year3$263,901ExcessFromYear3Amt
Excess From Year2$328,369ExcessFromYear2Amt
Excess From Year1$293,456ExcessFromYear1Amt
Excess From Current Year$269,706ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDAVID SIMKOWITZContributingManagerNm
Shareholder ManagerNAShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDAVID SIMKOWITZRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line165 SKILLMAN STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP112052803ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7182187000RecipientPhoneNum
Form And Info And MaterialsNO RESTRICTIONSFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNO RESTRICTIONSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
CONGREGATION BNAI YESHIA
125 HEYWARD STREETBROOKLYNNY112065408N/AN/ACHARITABLE$149,620
YESHIVA BNOS AHAVAS ISRAEL
2 LEE AVENUEBROOKLYNNY112117107N/AN/ACHARITABLE$79,000
FIDELITY CHARITABLE GIFT FUND
BOX 770001CINCINNATIOH452770053N/AN/ACHARITABLE$32,000
ONEG SHABBOS AND YOM TOV
1338 41ST STREETBROOKLYNNY112183563N/AN/ACHARITABLE$20,000
MACHNE OHEL MOSHE DKRASNA
35 WILIAMSBURG STREET WBROOKLYNNY112497981N/AN/ACHARITABLE$12,325
CONG TZEMACH TZADIK VIZNITZ
186 ROSS STREETBROOKLYNNY112117533N/AN/ACHARITABLE$10,440WILLIAMSBURG
KOLLEL EREV UBOKER ODEH HASHEM
6 LEE AVENUEBROOKLYNNY112117107N/AN/ACHARITABLE$10,000VIZNITZ INC
TSHEBINER YESHIVA KOHAV MIYAACOV
21 GROVE STREETSPRING VALLEYNY109774866N/AN/ACHARITABLE$10,000
CONGREGATION YETEV LEV
PO BOX 50226BROOKLYNNY112050226N/AN/ACHARITABLE$6,500
MESAMCHE LEV-VIYOEL MOISHE INC
1364 53RD STREETBROOKLYNNY112193878N/AN/ACHARITABLE$3,600
CONGREGATION REB MEIR BAAL HANES
1161 45TH STREETBROOKLYNNY112192029N/AN/ACHARITABLE$3,600
CONG VIZNITZ DKHAL TORAS CHAIM
5228 NEW UTRECT AVENUEBROOKLYNNY112193828N/AN/ACHARITABLE$1,800
YESHIVA OF NITRA
194 DIVISION AVEBROOKLYNNY112117108N/AN/ACHARITABLE$1,800
BONIM LAMOKOM ZICHRON MOSHE DOV
425 EAST 9TH STREETBROOKLYNNY112185209N/AN/ACHARITABLE$500
MOSDOS RAMOU
PO BOX 110967BROOKLYNNY112110967N/AN/ACHARITABLE$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$341,685TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,137ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$4,137ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,137TotalIncomeProducingActyAmt

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 PersonDAVID CHANA SIMKOWITZContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line165 SKILLMAN STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP112052803ZIPCd
FieldValueIRS element (for citing)
Total Contributions$301,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
BANK CHARGES$75

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryNEW YORK STATE DEPT OF LAWCategoryTxt
Amt$250Amt