CHUNY & CHAVI HERZKA FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: CHUNY & CHAVI HERZKA FOUNDATION INC (EIN 87-2365342)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-11-10
IRS object ID: 202313149349100836
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
Form 990-PF
Schedule B
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-11-10T07:54:05-08:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	272836476	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	R NEUHAUS AND ASSOCIATES LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	311 BLVD OF THE AMERICAS STE 303	AddressLine1Txt
City	LAKEWOOD	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	08701	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2022-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	872365342	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CHUNY & CHAVI HERZKA FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	CHUN	BusinessNameControlTxt
Phone	7322679679	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1777 AVE OF THE STATES	AddressLine1Txt
City	LAKEWOOD	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	08701	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	YISROEL E HERZKA	PersonNm
Person Title	BOARD MEMBER	PersonTitleTxt
Phone	7322679679	PhoneNum
Signature	2023-05-12	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	YISROEL	PersonFirstNm
Person Last	HERZKA	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

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

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	YOSEF WILLIG	PreparerPersonNm
PTIN	P01061636	PTIN
Phone	7328865430	PhoneNum
Preparation	2023-11-10	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd
Federated Assurance Level	FAL1	FederatedAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$20,440	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$1,351,618	ContriRcvdRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss	$0	GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss	$0	OtherIncomeRevAndExpnssAmt
Total Rev And Expnss	$1,351,618	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	TotalNetInvstIncmAmt
Legal Fees Rev And Expnss	$0	LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss	$0	AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss	$0	OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss	$0	TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss	$0	DeprecAndDpltnRevAndExpnssAmt
Occupancy Rev And Expnss	$17,000	OccupancyRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss	$387,096	TravConfMeetingRevAndExpnssAmt
Printing And Pub Rev And Expnss	$5,028	PrintingAndPubRevAndExpnssAmt
Other Expenses Rev And Expnss	$3,800	OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$412,924	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,017,448	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,017,448	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,430,372	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,017,448	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$78,754	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$25,355	CashBOYAmt
Cash EOY	$20,440	CashEOYAmt
Cash EOYFMV	$20,440	CashEOYFMVAmt
Grants Receivable BOY	$75,000	GrantsReceivableBOYAmt
Grants Receivable EOY	$0	GrantsReceivableEOYAmt
Grants Receivable EOYFMV	$0	GrantsReceivableEOYFMVAmt
Rcvbl From Officers EOY	$0	RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY	$0	OtherNtsAndLoansRcvblEOYAmt
Land Bldg Investments EOY	$0	LandBldgInvestmentsEOYAmt
Other Investments EOY	$0	OtherInvestmentsEOYAmt
Land EOY	$0	LandEOYAmt
Other Assets BOY	$0	OtherAssetsBOYAmt
Other Assets EOY	$0	OtherAssetsEOYAmt
Other Assets EOYFMV	$0	OtherAssetsEOYFMVAmt
Total Assets BOY	$100,355	TotalAssetsBOYAmt
Total Assets EOY	$20,440	TotalAssetsEOYAmt
Total Assets EOYFMV	$20,440	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$1,161	AccountsPayableBOYAmt
Accounts Payable EOY	$0	AccountsPayableEOYAmt
Loans From Officers EOY	$0	LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY	$0	MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY	$0	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$0	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$1,161	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$99,194	RetainedEarningBOYAmt
Retained Earning EOY	$20,440	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$99,194	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$20,440	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$100,355	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$20,440	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$99,194	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$78,754	ExcessRevenueOverExpensesAmt
Subtotal	$20,440	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$20,440	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$0	SubtotalAmt
Tax Based On Investment Income	$0	TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$0	TotalPaymentsAndCreditsAmt
Tax Due	$0	TaxDueAmt
Applied To ES Tax	$0	AppliedToESTaxAmt

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	NJ	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

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	NEUHAUS & ASSOCIATES LLC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	7328865430	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	311 BLVD OF THE AMERICAS	AddressLine1Txt
City	LAKEWOOD	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	08701	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
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
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 (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
YISROEL HERZKA
1777 AVE OF THE STATES SUITE 204	LAKEWOOD	NJ	08701	PRESIDENT	1.00	$0	$0	$0
CHAVA WOLOFSKY
1777 AVE OF THE STATES SUITE 204	Lakewood	NJ	08701	OFFICER	1.00	$0	$0	$0
CHAIM HERZKA
39 SPRUCE STREET	LAKEWOOD	NJ	08701	OFFICER	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	KOLLEL ZICHRON NOSSON BARUCH - A SUBSIDIARY FORMED TO FURTHER RELIGIOUS STUDY BY CREATING LEARNING PROGRAMS AND PROVIDING SCHOLARSHIPS TO PROGRAM PARTICIPANTS.	Description1Txt
Expenses1	$367,697	Expenses1Amt
Description2	KOLLEL TIFERES MOSHE - A SUBSIDIARY FORMED TO FURTHER RELIGIOUS STUDY BY CREATING LEARNING PROGRAMS AND PROVIDING SCHOLARSHIPS TO PROGRAM PARTICIPANTS.	Description2Txt
Expenses2	$561,500	Expenses2Amt
Description3	THROUGH KOLLEL ZICHRON ARYEH LEIBISH - - A SUBSIDIARY FORMED TO FURTHER RELIGIOUS STUDY BY CREATING LEARNING PROGRAMS AND PROVIDING SCHOLARSHIPS TO PROGRAM PARTICIPANTS.	Description3Txt
Expenses3	$88,251	Expenses3Amt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$4,137	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$4,137	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$4,137	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$62	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$4,075	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$204	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$204	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$0	TaxBasedOnInvestmentIncomeAmt
Total Tax	$0	TotalTaxAmt
Distributable Before Adj	$204	DistributableBeforeAdjAmt
Distributable Before Ded	$204	DistributableBeforeDedAmt
Distributable As Adjusted	$204	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,017,448	ExpensesAndContributionsAmt
Qualifying Distributions	$1,017,448	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$204	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$0	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$0	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$0	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$0	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$170,675	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$170,675	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,017,448	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$204	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$1,017,244	RemainingDistriFromCorpusAmt
Total Corpus	$1,187,919	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$1,187,919	ExcessDistriCyovToNextYrAmt
Excess From Year4	$0	ExcessFromYear4Amt
Excess From Year3	$0	ExcessFromYear3Amt
Excess From Year2	$0	ExcessFromYear2Amt
Excess From Year1	$170,675	ExcessFromYear1Amt
Excess From Current Year	$1,017,244	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	SHANA MUNK	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	1777 AVE OF THE STATES	AddressLine1Txt
City	LAKEWOOD	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	08701	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	7328865430	RecipientPhoneNum
Form And Info And Materials	EMAIL INCLUDING NAME, DETAILED EXPLANATION OF CAUSE AND CONTACT INFORMATION	FormAndInfoAndMaterialsTxt
Submission Deadlines	30 DAYS LEAD TIME IS RECOMMENDED FOR PROCESSING	SubmissionDeadlinesTxt
Restrictions On Awards	ALL CAUSES ARE CURRENTLY AVAILABLE FOR CONSIDERATION BY THE FOUNDATION	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
THROUGH KOLLEL ZICHRON NOSSON BORUCH
1777 AVE OF THE STATES	LAKEWOOD	NJ	08701	PF	SCHOLARSHIPS	$367,697
THROUGH KOLLEL TIFERES MOSHE
1777 AVE OF THE STATES	LAKEWOOD	NJ	08701	PF	SCHOLARSHIPS	$561,500
THROUGH KOLLEL ZICHRON ARYEH LEIBISH
1777 AVE OF THE STATES	LAKEWOOD	NJ	08701	PF	SCHOLARSHIPS	$88,251

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,017,448	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 (2 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd
YERICHEM STEG
1	1191 COUGHLIN STREET	LAKEWOOD	NJ	08701	$205,000	Yes (X)
CHUNY HERZKA MANAGEMENT LLC
2	1168 EVERGREEN AVE	LAKEWOOD	NJ	08701	$1,221,618	Yes (X)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
BANK FEES	$737
SUPPLIES	$3,063