ASM FAMILY CHARITABLE FOUNDATION TRUST: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
ASM FAMILY CHARITABLE FOUNDATION TRUST (EIN 46-4012857)
Tax period
2015-11-01 to 2016-10-31
Filed
2017-03-09
IRS object ID
201740689349100309
Schema version
2015v3.0
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)
Return2017-03-09T17:14:08-05:00ReturnTs
Tax Period End2016-10-31TaxPeriodEndDt

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 Begin2015-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN464012857EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ASM FAMILY CHARITABLE FOUNDATIONBusinessNameLine1Txt
Business Name Line2TRUSTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlASMFBusinessNameControlTxt
Phone7185997208PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1307 DIVISION AVENUE - SUITE 2AddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP112117369ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHIA MEISELSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7185997208PhoneNum
Signature2017-01-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonABRAHAM WEISSPreparerPersonNm
PTINP00020893PTIN
Phone2123023400PhoneNum
Preparation2017-01-17PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$914,576FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$140,530ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$140,530TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Taxes Rev And Expnss$316TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$316TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$202,335ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$202,335ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$202,651TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$202,335TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$62,121ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$78,678CashBOYAmt
Cash EOY$30,487CashEOYAmt
Cash EOYFMV$30,487CashEOYFMVAmt
Sav And Temp Cash Invst BOY$14,019SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$89SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$89SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$884,000OtherInvestmentsBOYAmt
Other Investments EOY$884,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$884,000OtherInvestmentsEOYFMVAmt
Total Assets BOY$976,697TotalAssetsBOYAmt
Total Assets EOY$914,576TotalAssetsEOYAmt
Total Assets EOYFMV$914,576TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$976,697UnrestrictedBOYAmt
Unrestricted EOY$914,576UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$976,697TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$914,576TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$976,697TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$914,576TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$976,697TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$62,121ExcessRevenueOverExpensesAmt
Subtotal$914,576SubtotalAmt
Tot Net Ast Or Fund Balances EOY$914,576TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$357,631AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$251,126NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.424110DistributionYr1Rt
Adjusted Qlfy Distri Yr2$331,650AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$848,158NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.391024DistributionYr2Rt
Total Distribution1.815134TotalDistributionRt
Average Distribution0.907567AverageDistributionRt
Net Vl Noncharitable Assets$71,579NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$64,963AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$64,963AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$202,335QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
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
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 BooksSHIA MEISELSIndividualWithBooksNm
Phone7185997208PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1307 DIVISION AVENUEAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP112117375ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SHIA MEISELS
307 DIVISION AVENUEAPT 2BROOKLYNNY112117369TRUSTEE1.00$0$0$0
VICTOR MEISELS
4 FILLMORE COURTMONROENY109503858TRUSTEE1.00$0$0$0
DAVID WEINBERGER
320 ROEBLING STREETAPT 120BROOKLYNNY112116262TRUSTEE0.50$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$72,669AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$72,669TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$72,669AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,090CashDeemedCharitableAmt
Net Vl Noncharitable Assets$71,579NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,579MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,579MinimumInvestmentReturnAmt
Distributable Before Adj$3,579DistributableBeforeAdjAmt
Distributable Before Ded$3,579DistributableBeforeDedAmt
Distributable As Adjusted$3,579DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$202,335ExpensesAndContributionsAmt
Qualifying Distributions$202,335QualifyingDistributionsAmt
Adjusted Qualifying Distri$202,335AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,579DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$289,256ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$345,657ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$634,913TotalExcessDistributionCyovAmt
Qualifying Distributions$202,335QualifyingDistributionsAmt
Applied To Current Year$3,579AppliedToCurrentYearAmt
Remaining Distri From Corpus$198,756RemainingDistriFromCorpusAmt
Total Corpus$833,669TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$833,669ExcessDistriCyovToNextYrAmt
Excess From Year2$289,256ExcessFromYear2Amt
Excess From Year1$345,657ExcessFromYear1Amt
Excess From Current Year$198,756ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerVICTOR MEISELSContributingManagerNm
Contributing ManagerSHIA MEISELSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSHIA MEISELSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1307 DIVISION AVENUEAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP112117375ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7185997208RecipientPhoneNum
Recipient Email AddressSHIA.MEISELS@GMAIL.COMRecipientEmailAddressTxt
Form And Info And MaterialsNONEFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNO RESTRICTIONSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE OJC FUND
1303 53RD STREETBROOKLYNNY112193823CHARITABLE$85,000
CONGREGATION BAIS USHER
1231 45TH STREETBROOKLYNNY112192025CHARITABLE$20,000
UTA OF KJ
55 FOREST ROADMONROENY109502924CHARITABLE$16,255
MIKVAH TAHARAH OF CONG YETEV LEV
199 LEE AVENUEBROOKLYNNY112118029CHARITABLE$16,000
UNITED TALMUDICAL ACADEMY TORAH
82 LEE AVENUEBROOKLYNNY112117900CHARITABLE$12,600
BEER YITZCHOK
451 BROADWAY - SUITE 136BROOKLYNNY112117445CHARITABLE$10,000
CHESED LAVRAHAM
5317 13TH AVENUEBROOKLYNNY112193805CHARITABLE$6,000
CONGREGATION REFUAH HELPLINE
9 MERON DRIVEMONROENY109506394CHARITABLE$5,500
KIRYAS JOEL VOLUNTEER EMERGENCY
48 BAKERTOWN RD - STE 406MONROENY109508433CHARITABLE$5,000
CONGREGATION SHAREI TORAH
21 GETZIL BERGER BOULVDMONROENY109506302CHARITABLE$5,000
MISCELLANEOUS CHARITIES UNDER 1000
307 DIVISION AVENUEBROOKLYNNY112117375CHARITABLE$4,850
CONGREGATION ZICHRON ELIEZER
1543 EAST 9TH STREETBROOKLYNNY112306505CHARITABLE$2,775
CHEVRA TOMCHEI EVYONIM SUPPORT FOR
4 STROPKOV COURT-UNIT 304MONROENY109503834CHARITABLE$2,500
UNITED TALMUDICAL SEMINARY
191 RODNEY STREETBROOKLYNNY112117233CHARITABLE$2,500
UNITED TALMUDICAL ACADEMY OF MONSEY
89 SOUTH MAIN STREETSPRING VALLEYNY109775614CHARITABLE$2,000
CONGREGATION DIVREI SIMCHA
3 CHERNOBYL COURTMONROENY109509605CHARITABLE$2,000
REGIONAL BIKUR CHOLIM
51 FOREST ROADMONROENY109502905CHARITABLE$1,820
CONGREGATION YETEV LEV DSATMAR
12 GARFIELD ROADMONROENY109506027CHARITABLE$1,535
CONGREGATION CHAIM M R
36 FOREST ROAD - UNIT 202MONROENY109502920CHARITABLE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$202,335TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndAddress Line2ContributorUSAddress/AddressLine2Txt
SHIA MEISELS
1307 DIVISION AVENUEBROOKLYNNY112117375$10,500Yes (X)
VICTOR MEISELS
24 FILLMORE COURTMONROENY109503803$130,000Yes (X)APT 301

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemLOANCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$884,000BookValueAmt
EOYFMV$884,000EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$316Amt

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