FURP.ORG / PUBLIC DATA EXPLORER

SIMCHAS DAVID FOUNDATION TR: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
SIMCHAS DAVID FOUNDATION TR (EIN 20-2079591)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-13
IRS object ID
201321339349102332
Schema version
2012v2.1
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)
Timestamp2013-05-13T16:16:23-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1WEISS & COMPANY LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line122 WEST 38TH STREETAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code100186269ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN202079591EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1SIMCHAS DOVID FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSIMCNameControl
Phone7182187000Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line165 SKILLMAN STREETAddressLine1
CityBROOKLYNCity
StateNYState
ZIP Code112052803ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameDAVID SIMKOWITZName
TitleTRUSTEETitle
Phone7182187000Phone
Date Signed2013-05-09DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameABRAHAM WEISSName
Phone2123023400Phone
Date Prepared2013-05-10DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY1092112FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss375000ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss6433InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm6433InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm6433InterestOnSavingsAdjNetIncm
Total Revenue And Expenses381433TotalRevenueAndExpenses
Total Net Investment Income6433TotalNetInvestmentIncome
Total Adjusted Net Income6433TotalAdjustedNetIncome
Taxes Rev And Expnss402TaxesRevAndExpnss
Tot Opr Expenses Rev And Expnss402TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss281473ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps281473ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss281875TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps281473TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses99558ExcessOfRevenueOverExpenses
Net Investment Income6433NetInvestmentIncome
Adjusted Net Income6433AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY322133CashBOY
Cash EOY306769CashEOY
Cash EOYFMV306769CashEOYFMV
Savings And Temp Cash Invst BOY670421SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY785343SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV785343SavingsAndTempCashInvstEOYFMV
Total Assets BOY992554TotalAssetsBOY
Total Assets EOY1092112TotalAssetsEOY
Total Assets EOYFMV1092112TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY992554UnrestrictedBOY
Unrestricted EOY1092112UnrestrictedEOY
Total Net Assets BOY992554TotalNetAssetsBOY
Total Net Assets EOY1092112TotalNetAssetsEOY
Total Liabilities Net Assets BOY992554TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY1092112TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY992554TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses99558ExcessOfRevenueOverExpenses
Subtotal1092112Subtotal
Total Net Assets Fund Balances EOY1092112TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year1171258QualifyingDistributionsYear1
Noncharitable Assets Year1113084NoncharitableAssetsYear1
Distribution Ratio Year11.514432DistributionRatioYear1
Qualifying Distributions Year2266861QualifyingDistributionsYear2
Noncharitable Assets Year2406195NoncharitableAssetsYear2
Distribution Ratio Year20.656978DistributionRatioYear2
Qualifying Distributions Year3235900QualifyingDistributionsYear3
Noncharitable Assets Year3402978NoncharitableAssetsYear3
Distribution Ratio Year30.585392DistributionRatioYear3
Qualifying Distributions Year484893QualifyingDistributionsYear4
Noncharitable Assets Year4215699NoncharitableAssetsYear4
Distribution Ratio Year40.393572DistributionRatioYear4
Qualifying Distributions Year580150QualifyingDistributionsYear5
Noncharitable Assets Year5200928NoncharitableAssetsYear5
Distribution Ratio Year50.398899DistributionRatioYear5
Total Distribution Ratio3.549273TotalDistributionRatio
Average Distribution Ratio0.709855AverageDistributionRatio
Net Noncharitable Assets894520NetNoncharitableAssets
Adjusted Noncharitable Assets634979AdjustedNoncharitableAssets
One Percent Net Investment Income64OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One635043AdjNonchrtblAssetsAndOnePct
Qualifying Distributions281473QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax129InvestmentIncomeExciseTax
Subtotal129Subtotal
Tax Based On Investment Income129TaxBasedOnInvestmentIncome
Tax Due129TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithNYStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameDAVID SIMLOWITZBooksInCareOfPersonName
Books In Care Of Phone Number7182187000BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line165 SKILLMAN STREETAddressLine1
CityBROOKLYNCity
StateNYState
ZIP Code112052803ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
DAVID SIMKOWITZ
65 SKILLMAN STREETBROOKLYNNY112052803TRUSTEE2.00000
CHANA SIMKOWITZ
65 SKILLMAN STREETBROOKLYNNY112052803TRUSTEE2.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances908142AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets908142TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets908142AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable13622CashDeemedCharitable
Net Noncharitable Assets894520NetNoncharitableAssets
Minimum Investment Return44726MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return44726MinimumInvestmentReturn
Tax Based On Investment Income129TaxBasedOnInvestmentIncome
Total Tax129TotalTax
Distributable Amount Before Adj44597DistributableAmountBeforeAdj
Distributable Amount Before Ded44597DistributableAmountBeforeDed
Distributable Amount As Adjusted44597DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions281473ExpensesAndContributions
Qualifying Distributions281473QualifyingDistributions
Adj Qualifying Distributions281473AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted44597DistributableAmountAsAdjusted
Excess Distri Carryover Year570137ExcessDistriCarryoverYear5
Excess Distri Carryover Year474123ExcessDistriCarryoverYear4
Excess Distri Carryover Year3215970ExcessDistriCarryoverYear3
Excess Distri Carryover Year2246629ExcessDistriCarryoverYear2
Excess Distri Carryover Year1166208ExcessDistriCarryoverYear1
Total Excess Distri Carryover773067TotalExcessDistriCarryover
Qualifying Distributions281473QualifyingDistributions
Applied To Current Year44597AppliedToCurrentYear
Remaining Distri From Corpus236876RemainingDistriFromCorpus
Total Corpus1009943TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year570137ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year939806ExcessDistriCyovToNextYear
Excess From Year474123ExcessFromYear4
Excess From Year3215970ExcessFromYear3
Excess From Year2246629ExcessFromYear2
Excess From Year1166208ExcessFromYear1
Excess From Current Year236876ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerDAVID SIMKOWITZContributingManager

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameDAVID SIMKOWITZRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line165 SKILLMAN STREETAddressLine1
CityBROOKLYNCity
StateNYState
ZIP Code112052803ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number7182187000RecipientPhoneNumber
Form And Info And MaterialsNO RESTRICTIONSFormAndInfoAndMaterials
Submission DeadlinesNONESubmissionDeadlines
Restrictions On AwardsNO RESTRICTIONSRestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (17 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountBusiness Name Line2RecipientBusinessName/BusinessNameLine2
CONGREGATION BNAI YESHIA
125 HEYWARD STREETBROOKLYNNY112065408N/AN/ACHARITABLE$153,000
CONGREGATION KHAL TZEMACH TZADIK
186 ROSS STREETBROOKLYNNY112117205N/AN/ACHARITABLE$30,000VIZNITZ
YESHIVA & MESIVTA WIZNITZ OF USA
4 DAHL COURTBROOKLYNNY112042039N/AN/ACHARITABLE$18,000
YESHIVATH SHEARITH HAPLETAH
131 LEE AVENUEBROOKLYNNY112117910N/AN/ACHARITABLE$12,000
MIKVE TAHARE DIVREI CHAIM OF
199 LEE AVENUEBROOKLYNNY112118919N/AN/ACHARITABLE$11,003WOODBURN
MIFAL EZRA ZICHRON YEHIDE
481 PARK AVENUEBROOKLYNNY112051673N/AN/ACHARITABLE$10,000
MIFAL YISMACH LEV MEVAKSHEI HASHEM
PO BOX 50226BROOKLYNNY112050226N/AN/ACHARITABLE$10,000
OHEL SHMUEL YESHIVAH
165 HAINES ROADBEDFORD HILLSNY105071207N/AN/ACHARITABLE$10,000
AMERICAN FRIENDS OF RAMOT TORAH
2229 85TH STREETBROOKLYNNY112143363N/AN/ACHARITABLE$6,000SCHOOLS INC
MESAMCHE LEV-VIYOEL MOISHE INC
51 ROSS STREETBROOKLYNNY112117533N/AN/ACHARITABLE$5,360
CONGREGATION BAIS HAMEDRASH
1153 42ND STREETBROOKLYNNY112191214N/AN/ACHARITABLE$5,000D'GARDEN HILLS
CONGREGATION YETEV LEV DSATMAR INC
PO BOX 50186BROOKLYNNY112110186N/AN/ACHARITABLE$3,400
OHR TORAH
4615 14TH AVENUEBROOKLYNNY112192610N/AN/ACHARITABLE$1,800
TALMUD TORAH BETH YECHIEL
PINES BRIDGE ROADMT KISCONY105494112N/AN/ACHARITABLE$1,800
TORAS CHAIM
121 LEE AVENUEBROOKLYNNY112117910N/AN/ACHARITABLE$1,750
MISC CHARITIES UNDER 1000
65 SKILLMAN STREETBROOKLYNNY112052803N/AN/ACHARITABLE$1,360
KEREN YAGDIL TORAH
3054 BEDFORD AVENUEBROOKLYNNY112103714N/AN/ACHARITABLE$1,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year281473TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$6,433ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$6,433ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA6433TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualDAVID CHANA SIMKOWITZContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line165 SKILLMAN STREETAddressLine1
CityBROOKLYNCity
StateNYState
ZIP Code112052803ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions375000AggregateContributions
Person Contribution TypeXPersonContributionType

Compensation Explanation CompensationExplanation

Compensation Compensation (2 entries)

DAVID SIMKOWITZ
CHANA SIMKOWITZ

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmount
FEDERAL TAX$302
NYS DEPT OF LAW$100