ASM FAMILY CHARITABLE FOUNDATION TRUST: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ASM FAMILY CHARITABLE FOUNDATION TRUST (EIN 46-4012857)
Tax period
2023-11-01 to 2024-10-31
Filed
2026-01-07
IRS object ID
202630139349100798
Schema version
2023v6.0
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)
Return2026-01-07T17:52:24-05:00ReturnTs
Tax Period End2024-10-31TaxPeriodEndDt

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 Begin2023-11-01TaxPeriodBeginDt

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
Phone2125759333PhoneNum
Signature2026-01-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonABRAHAM WEISSPreparerPersonNm
PTINP00020893PTIN
Phone2123023400PhoneNum
Preparation2026-01-05PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$349,603FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$14,000ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$14,000TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Other Expenses Rev And Expnss$156OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$156TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$12,936ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$12,936ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$13,092TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$12,936TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$908ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$603CashEOYAmt
Cash EOYFMV$603CashEOYFMVAmt
Other Investments BOY$349,000OtherInvestmentsBOYAmt
Other Investments EOY$349,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$349,000OtherInvestmentsEOYFMVAmt
Total Assets BOY$349,000TotalAssetsBOYAmt
Total Assets EOY$349,603TotalAssetsEOYAmt
Total Assets EOYFMV$349,603TotalAssetsEOYFMVAmt
Other Liabilities BOY$305OtherLiabilitiesBOYAmt
Total Liabilities BOY$305TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$348,695NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$349,603NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$348,695TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$349,603TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$349,000TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$349,603TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$348,695TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$908ExcessRevenueOverExpensesAmt
Subtotal$349,603SubtotalAmt
Tot Net Ast Or Fund Balances EOY$349,603TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
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
Address Line2APT 2AddressLine2Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP112117369ZIPCd
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/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SHIA MEISELS
307 DIVISION AVENUEAPT 2BROOKLYNNY112117369TRUSTEE3.00$0$0$0
HELEN MEISELS
4 FILLMORE COURTMONROENY109503858TRUSTEE1.00$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$1,373AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$349,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$350,373TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$350,373AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,256CashDeemedCharitableAmt
Net Vl Noncharitable Assets$345,117NetVlNoncharitableAssetsAmt
Minimum Investment Return$17,256MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$17,256MinimumInvestmentReturnAmt
Distributable Before Adj$17,256DistributableBeforeAdjAmt
Distributable Before Ded$17,256DistributableBeforeDedAmt
Distributable As Adjusted$17,256DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$12,936ExpensesAndContributionsAmt
Qualifying Distributions$12,936QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$17,256DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$373,110ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$267,608ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$199,838ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$146,830ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$44,713ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,032,099TotalExcessDistributionCyovAmt
Qualifying Distributions$12,936QualifyingDistributionsAmt
Applied To Current Year$12,936AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$4,320ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$4,320ExcessDistributionCyovAppCYAmt
Total Corpus$1,027,779TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$368,790ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$658,989ExcessDistriCyovToNextYrAmt
Excess From Year4$267,608ExcessFromYear4Amt
Excess From Year3$199,838ExcessFromYear3Amt
Excess From Year2$146,830ExcessFromYear2Amt
Excess From Year1$44,713ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
TALMUD TORAH OF KASHO
324 PENN STREETBROOKLYNNY112117537CHARITABLE$8,350
KOLEL SHARY LIMUD
202 DIVISION AVENUEBROOKLYNNY112112700CHARITABLE$2,086
THE OJC FUND
1303 53RD STREETBROOKLYNNY112193823CHARITABLE$2,000
CONG MIKVA YISRAEL OF W P B
18 DELEVAN STREETBROOKLYNNY112311808CHARITABLE$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$12,936TotalGrantOrContriPdDurYrAmt

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 PersonSHIA MEISELSContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1307 DIVISION AVENUEAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP112117375ZIPCd
FieldValueIRS element (for citing)
Total Contributions$10,500TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemLOANCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$349,000BookValueAmt
EOYFMV$349,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
BANK CHARGES$156

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCASH OVERDRAFTDesc
BOY Book Value$305BOYBookValueAmt

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