FURP.ORG / PUBLIC DATA EXPLORER

SIMCHAS DAVID FOUNDATION TR: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
SIMCHAS DAVID FOUNDATION TR (EIN 20-2079591)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-15
IRS object ID
201813199349104521
Schema version
2017v2.3
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)
Return2018-11-15T18:11:21-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-11-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonABRAHAM WEISSPreparerPersonNm
PTINP00020893PTIN
Phone2123023400PhoneNum
Preparation2018-11-12PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address71.125.23.82IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-15IPDt
IP Tm17:11:21IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdAD8F8E61B96E06714140881D02F8B8317C19DC3DAtSubmissionCreationDeviceId
At Submission Filing Device IdAD8F8E61B96E06714140881D02F8B8317C19DC3DAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,922,207FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$852,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,561InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,561InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1,561InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$853,561TotalRevAndExpnssAmt
Total Net Invst Incm$1,561TotalNetInvstIncmAmt
Total Adj Net Incm$1,561TotalAdjNetIncmAmt
Taxes Rev And Expnss$500TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$500TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$268,840ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$268,840ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$269,340TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$268,840TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$584,221ExcessRevenueOverExpensesAmt
Net Investment Income$1,561NetInvestmentIncomeAmt
Adjusted Net Income$1,561AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$387,609CashBOYAmt
Cash EOY$743,499CashEOYAmt
Cash EOYFMV$743,499CashEOYFMVAmt
Sav And Temp Cash Invst BOY$950,377SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,178,708SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,178,708SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$1,337,986TotalAssetsBOYAmt
Total Assets EOY$1,922,207TotalAssetsEOYAmt
Total Assets EOYFMV$1,922,207TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,337,986UnrestrictedBOYAmt
Unrestricted EOY$1,922,207UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,337,986TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,922,207TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,337,986TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,922,207TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,337,986TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$584,221ExcessRevenueOverExpensesAmt
Subtotal$1,922,207SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,922,207TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$298,156AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$984,823NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.302751DistributionYr1Rt
Adjusted Qlfy Distri Yr2$476,310AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$861,321NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.552999DistributionYr2Rt
Adjusted Qlfy Distri Yr3$431,295AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$773,909NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.557294DistributionYr3Rt
Adjusted Qlfy Distri Yr4$454,415AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$783,743NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.579801DistributionYr4Rt
Adjusted Qlfy Distri Yr5$281,473AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$894,520NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.314664DistributionYr5Rt
Total Distribution2.307509TotalDistributionRt
Average Distribution0.461502AverageDistributionRt
Net Vl Noncharitable Assets$1,261,593NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$582,228AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$16NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$582,244AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$268,840QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$31InvestmentIncomeExciseTaxAmt
Subtotal$31SubtotalAmt
Tax Based On Investment Income$31TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$400EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$400TotalPaymentsAndCreditsAmt
Overpayment$369OverpaymentAmt
Applied To ES Tax$369AppliedToESTaxAmt

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

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 STREETBROOKLYNNY112052803TRUSTEE3.00$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$1,280,805AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,280,805TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,280,805AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$19,212CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,261,593NetVlNoncharitableAssetsAmt
Minimum Investment Return$63,080MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$63,080MinimumInvestmentReturnAmt
Tax Based On Investment Income$31TaxBasedOnInvestmentIncomeAmt
Total Tax$31TotalTaxAmt
Distributable Before Adj$63,049DistributableBeforeAdjAmt
Distributable Before Ded$63,049DistributableBeforeDedAmt
Distributable As Adjusted$63,049DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$268,840ExpensesAndContributionsAmt
Qualifying Distributions$268,840QualifyingDistributionsAmt
Adjusted Qualifying Distri$268,840AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$63,049DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$236,876ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$415,910ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$392,657ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$434,016ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$248,972ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,728,431TotalExcessDistributionCyovAmt
Qualifying Distributions$268,840QualifyingDistributionsAmt
Applied To Current Year$63,049AppliedToCurrentYearAmt
Remaining Distri From Corpus$205,791RemainingDistriFromCorpusAmt
Total Corpus$1,934,222TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$236,876ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,697,346ExcessDistriCyovToNextYrAmt
Excess From Year4$415,910ExcessFromYear4Amt
Excess From Year3$392,657ExcessFromYear3Amt
Excess From Year2$434,016ExcessFromYear2Amt
Excess From Year1$248,972ExcessFromYear1Amt
Excess From Current Year$205,791ExcessFromCurrentYearAmt

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 (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CONGREGATION BNAI YESHIA
125 HEYWARD STREETBROOKLYNNY112065408N/AN/ACHARITABLE$166,200
FIDELITY CHARITABLE GIFT FUND
BOX 770001CINCINNATIOH452770053N/AN/ACHARITABLE$80,000
CONGREGATION YETEV LEV
PO BOX 50226BROOKLYNNY112050226N/AN/ACHARITABLE$5,500
AMERICAN FRIENDS RAMOT TORAH SCHOOL
2229 85TH STREETBROOKLYNNY112143363N/AN/ACHARITABLE$4,500
MESAMCHE LEV-VIYOEL MOISHE
51 ROSS STREETBROOKLYNNY112117533N/AN/ACHARITABLE$3,600
MISC CHARITIES UNDER 1000
65 SKILLMAN STREETBROOKLYNNY112052803N/AN/ACHARITABLE$2,440
OHR TORAH
4615 14TH AVENUEBROOKLYNNY112192610N/AN/ACHARITABLE$1,800
YESHIVA OF NITRA
194 DIVISION AVENUEBROOKLYNNY112117108N/AN/ACHARITABLE$1,800
CHASDEI YITZCHOK
5109 18TH AVENUEBROOKLYNNY112041504N/AN/ACHARITABLE$1,000
CONG KHAL TZEMACH TZADIK VIZNITZ
186 ROSS STREETBROOKLYNNY112117205N/AN/ACHARITABLE$1,000
KEREN YAGDIL TORAH
3054 BEDFORD AVENUEBROOKLYNNY112103714N/AN/ACHARITABLE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$268,840TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,561ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,561ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,561TotalIncomeProducingActyAmt

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$852,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXCategoryTxt
Amt$500Amt