ASM FAMILY CHARITABLE FOUNDATION TRUST: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: ASM FAMILY CHARITABLE FOUNDATION TRUST (EIN 46-4012857)
Tax period: 2024-11-01 to 2025-10-31
Filed: 2026-01-07
IRS object ID: 202610139349100886
Schema version: 2024v5.0
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
Form 990-PF
Schedule B
Accounting Fees Schedule
Investments Other Schedule2
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-01-07T17:53:18-05:00	ReturnTs
Tax Period End	2025-10-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	133747570	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	WEISS & COMPANY LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	18 EAST 41ST STREET	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	100176270	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-11-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	464012857	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ASM FAMILY CHARITABLE FOUNDATION	BusinessNameLine1Txt
Business Name Line2	TRUST	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	ASMF	BusinessNameControlTxt
Phone	7185997208	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	307 DIVISION AVENUE - SUITE 2	AddressLine1Txt
City	BROOKLYN	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	112117369	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SHIA MEISELS	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	2125759333	PhoneNum
Signature	2026-01-05	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	false	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ABRAHAM WEISS	PreparerPersonNm
PTIN	P00020893	PTIN
Phone	2123023400	PhoneNum
Preparation	2026-01-05	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$349,499	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$17,300	ContriRcvdRevAndExpnssAmt
Total Rev And Expnss	$17,300	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$988	AccountingFeesRevAndExpnssAmt
Other Expenses Rev And Expnss	$96	OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$1,084	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$16,320	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$16,320	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$17,404	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$16,320	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$104	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$603	CashBOYAmt
Cash EOY	$499	CashEOYAmt
Cash EOYFMV	$499	CashEOYFMVAmt
Other Investments BOY	$349,000	OtherInvestmentsBOYAmt
Other Investments EOY	$349,000	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$349,000	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$349,603	TotalAssetsBOYAmt
Total Assets EOY	$349,499	TotalAssetsEOYAmt
Total Assets EOYFMV	$349,499	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$349,603	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$349,499	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$349,603	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$349,499	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$349,603	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$349,499	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$349,603	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$104	ExcessRevenueOverExpensesAmt
Subtotal	$349,499	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$349,499	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	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	NY	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	SHIA MEISELS	IndividualWithBooksNm
Phone	7185997208	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	307 DIVISION AVENUE	AddressLine1Txt
Address Line2	APT 2	AddressLine2Txt
City	BROOKLYN	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	112117369	ZIPCd

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	Address Line2USAddress/AddressLine2Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
SHIA MEISELS
307 DIVISION AVENUE	APT 2	BROOKLYN	NY	112117369	TRUSTEE	3.00	$0	$0	$0
HELEN MEISELS
4 FILLMORE COURT		MONROE	NY	109503858	TRUSTEE	1.00	$0	$0	$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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$499	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$349,000	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$349,499	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$349,499	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$5,242	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$344,257	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$17,213	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$17,213	MinimumInvestmentReturnAmt
Distributable Before Adj	$17,213	DistributableBeforeAdjAmt
Distributable Before Ded	$17,213	DistributableBeforeDedAmt
Distributable As Adjusted	$17,213	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$16,320	ExpensesAndContributionsAmt
Qualifying Distributions	$16,320	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$17,213	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$267,608	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$199,838	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$146,830	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$44,713	ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov	$658,989	TotalExcessDistributionCyovAmt
Qualifying Distributions	$16,320	QualifyingDistributionsAmt
Applied To Current Year	$16,320	AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus	$893	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$893	ExcessDistributionCyovAppCYAmt
Total Corpus	$658,096	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$266,715	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$391,381	ExcessDistriCyovToNextYrAmt
Excess From Year4	$199,838	ExcessFromYear4Amt
Excess From Year3	$146,830	ExcessFromYear3Amt
Excess From Year2	$44,713	ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	SHIA MEISELS	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
CONGREGATION YETEV LEV DSATMAR
12 GARFIELD ROAD	MONROE	NY	109506027	CHARITABLE	$6,000
KOL YEHUDA INC
1514 39TH STREET	BROOKLYN	NY	112184414	CHARITABLE	$2,390
MISCCHARITIES UNDER 1000
307 DIVISION AVENUE	BROOKLYN	NY	112117375	CHARITABLE	$2,180
TALMUD TORAH OF KASHO
324 PENN STREET	BROOKLYN	NY	112117537	CHARITABLE	$2,000
THE OJC FUND
1303 53RD STREET	BROOKLYN	NY	112193823	CHARITABLE	$2,000
KOLEL SHARY LIMUD
202 DIVISION AVENUE	BROOKLYN	NY	112112700	CHARITABLE	$1,750

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$16,320	TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	307 DIVISION AVENUE	AddressLine1Txt
City	BROOKLYN	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	112117375	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$17,300	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Amt	$988	Amt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	LOAN	CategoryOrItemTxt
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMVCd
Book Value	$349,000	BookValueAmt
EOYFMV	$349,000	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
BANK CHARGES	$96

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