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ASH CHARITABLE TR: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ASH CHARITABLE TR (EIN 20-1866524)
Tax period
2022-12-01 to 2023-11-30
Filed
2024-09-23
IRS object ID
202422679349100612
Schema version
2022v5.0
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)
Return2024-09-23T16:50:39-05:00ReturnTs
Tax Period End2023-11-30TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2022-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201866524EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ASH CHARITABLE TRUSTBusinessNameLine1Txt
Business Name Line2C/O ALPINE RESOURCES LLCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlASHCBusinessNameControlTxt
Phone2126415006PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 5028AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10150ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonABIGAIL HOFFMANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2126415006PhoneNum
Signature2024-09-23SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd
Tax2022TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,959,048FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,600,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$50,527InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$50,527InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$82,462DividendsRevAndExpnssAmt
Dividends Net Invst Incm$82,462DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,732,989TotalRevAndExpnssAmt
Total Net Invst Incm$132,989TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$835AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$835AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,124TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,124TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,959TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,959TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$12,146ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$12,146ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$14,105TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,959TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$12,146TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,718,884ExcessRevenueOverExpensesAmt
Net Investment Income$131,030NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$135,600SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,853,484SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,853,484SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$1,000AcctRcvblAmt
Acct Rcvbl EOY$1,000AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$1,000AcctRcvblEOYFMVAmt
Corporate Stock BOY$121,486CorporateStockBOYAmt
Corporate Stock EOY$121,486CorporateStockEOYAmt
Corporate Stock EOYFMV$104,564CorporateStockEOYFMVAmt
Total Assets BOY$257,086TotalAssetsBOYAmt
Total Assets EOY$3,975,970TotalAssetsEOYAmt
Total Assets EOYFMV$3,959,048TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$257,086RetainedEarningBOYAmt
Retained Earning EOY$3,975,970RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$257,086TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,975,970TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$257,086TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,975,970TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$257,086TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,718,884ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,975,970SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,975,970TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,821InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,821SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,821TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$700EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,200ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,900TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$79OverpaymentAmt
Applied To ES Tax$79AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksS ITZKOWITZ CO ALPINE RESOURCESIndividualWithBooksNm
Phone2126415006PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 5028AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10150ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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
STEVEN HOFFMAN
20 WEST 64TH STREET APT 26DENEW YORKNY10023TRUSTEE - AS REQUIRED0.00$0$0$0
ABIGAIL HOFFMAN
20 WEST 64TH STREET APT 26DENEW YORKNY10023TRUSTEE - AS REQUIRED0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$111,456AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,537,460AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,649,916TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,649,916AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$54,749CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,595,167NetVlNoncharitableAssetsAmt
Minimum Investment Return$179,758MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$179,758MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,821TaxBasedOnInvestmentIncomeAmt
Total Tax$1,821TotalTaxAmt
Distributable Before Adj$177,937DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$177,937DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$177,937DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$12,146ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$12,146QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$177,937DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$905ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$16,925ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$2,127ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$19,957TotalExcessDistributionCyovAmt
Qualifying Distributions$12,146QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$12,146AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$19,957ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$19,957ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$145,834UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHALLENGE ASPEN
PO BOX 6639SNOWMASS VILLAGECO81615NONEPCFOR CHARITY'S SPECIFIED SERVICES$540
GLOBAL FUND FOR MENTAL HEALTH
801 SKYLAR LANEPALM SPRINGSCA92262NONEPCFOR CHARITY'S SPECIFIED SERVICES$500
COLUMBIA UNIVERSITY
622 W 113TH STREETNEW YORKNY10025NONEPCFOR CHARITY'S SPECIFIED SERVICES$3,600
BRIGHAM AND WOMEN'S HOSPITAL
75 FRANCIS STREETBOSTONMA02115NONEPCFOR CHARITY'S SPECIFIED SERVICES$540
FDNY FOUNDATION
9 METROTECH CENTER RM 5E-6BROOKLYNNY11201NONEPCFOR CHARITY'S SPECIFIED SERVICES$562
MICHAEL J FOX FOUNDATION
GRAND CENTRAL STATION PO BOX 4777NEW YORKNY10163NONEPCFOR CHARITY'S SPECIFIED SERVICES$180
SELFHELP COMMUNITY SERVICES FOUNDATION INC
520 EIGHTH AVENUE 25TH FLOORNEW YORKNY10018NONEPCFOR CHARITY'S SPECIFIED SERVICES$360
ALZHEIMER'S ASSOCIATION
225 N MICHIGAN AVENUE 17TH FLCHICAGOIL60601NONEPCFOR CHARITY'S SPECIFIED SERVICES$1,500
ASPEN HOPE CENTER
PO BOX 1115BASALTCO81621NONEPCFOR CHARITY'S SPECIFIED SERVICES$2,500
RAZOM INC
140 2ND AVENUE SUITE 305NEW YORKNY10003NONEPCFOR CHARITY'S SPECIFIED SERVICES$1,000
SOCCER WITHOUT BORDERS
3700 EASTERN AVENUEBALTIMOREMD21224NONEPCFOR CHARITY'S SPECIFIED SERVICES$184
92ND STREET Y NEW YORK
1395 LEXINGTON AVENUENEW YORKNY10128NONEFOR CHARITY'S SPECIFIED SERVICES$500
JEWISH NATIONAL FUND
42 E 69TH STREETNEW YORKNY10021NONEPCFOR CHARITY'S SPECIFIED SERVICES$180
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$12,146TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$50,527ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$82,462ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$132,989ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$132,989TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number4LineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

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 Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1ESTATE OF ODED ABOODIBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1680 FIFTH AVENUE 7TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd
FieldValueIRS element (for citing)
Total Contributions$3,600,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$835Amt
Net Investment Income$835NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationNOT REQUIREDExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
NATHAN'S FAMOUS INC.$62,953$67,440
AT&T INC.$44,790$32,212
WARNER BROS. DISCOVERY INC.$13,743$4,912

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Amt$1,124Amt
Net Investment Income$1,124NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt