STRATEGY STUDIO / PUBLIC DATA EXPLORER

CHASDEI HASHEM FOUNDATION TR: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
CHASDEI HASHEM FOUNDATION TR (EIN 11-6552387)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-12
IRS object ID
202113169349103751
Schema version
2020v4.0
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)
Return2021-11-12T12:07:45-08:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133358774PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Bernath & Rosenberg PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11430 Broadway 7th FloorAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN116552387EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHASDEI HASHEM FOUNDATION TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHASBusinessNameControlTxt
Phone7186776500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11203 AVENUE J 3AAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11230ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJONAH KRIGERPersonNm
Person TitleTrusteePersonTitleTxt
Signature2021-11-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJONAHPersonFirstNm
Person LastKRIGERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBenjamin BergerPreparerPersonNm
PTINP00236799PTIN
Phone2122211140PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$446,471FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$401,376ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$4,374DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,374DividendsNetInvstIncmAmt
Total Rev And Expnss$405,750TotalRevAndExpnssAmt
Total Net Invst Incm$4,374TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,568AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$784AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$784AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$26,532OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$26,532OtherProfFeesDsbrsChrtblAmt
Occupancy Rev And Expnss$3,943OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl$3,943OccupancyDsbrsChrtblAmt
Printing And Pub Rev And Expnss$11,520PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl$11,520PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$289OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$289OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$43,852TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$784TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$43,068TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$96,817ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$96,817ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$140,669TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$784TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$139,885TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$265,081ExcessRevenueOverExpensesAmt
Net Investment Income$3,590NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$314,272CashEOYAmt
Cash EOYFMV$314,272CashEOYFMVAmt
Corporate Stock BOY$98,082CorporateStockBOYAmt
Corporate Stock EOY$98,082CorporateStockEOYAmt
Corporate Stock EOYFMV$132,199CorporateStockEOYFMVAmt
Other Assets BOY$115,000OtherAssetsBOYAmt
Other Assets EOY$59,800OtherAssetsEOYAmt
Total Assets BOY$213,082TotalAssetsBOYAmt
Total Assets EOY$472,154TotalAssetsEOYAmt
Total Assets EOYFMV$446,471TotalAssetsEOYFMVAmt
Other Liabilities BOY$76,009OtherLiabilitiesBOYAmt
Other Liabilities EOY$70,000OtherLiabilitiesEOYAmt
Total Liabilities BOY$76,009TotalLiabilitiesBOYAmt
Total Liabilities EOY$70,000TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$137,073RetainedEarningBOYAmt
Retained Earning EOY$402,154RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$137,073TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$402,154TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$213,082TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$472,154TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$137,073TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$265,081ExcessRevenueOverExpensesAmt
Subtotal$402,154SubtotalAmt
Tot Net Ast Or Fund Balances EOY$402,154TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$50InvestmentIncomeExciseTaxAmt
Subtotal$50SubtotalAmt
Tax Based On Investment Income$50TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$100ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$100TotalPaymentsAndCreditsAmt
Overpayment$50OverpaymentAmt
Applied To ES Tax$50AppliedToESTaxAmt

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JOSH PERLMANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7186776500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11203 AVENUE J 3AAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11230ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
MIRIAM KRIGER
1203 AVENUE J 3ABROOKLYNNY11230Trustee0.00$0
JONAH KRIGER
1203 AVENUE J 3ABROOKLYNNY11230Trustee0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$151,742AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$55,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$206,742TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$206,742AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,101CashDeemedCharitableAmt
Net Vl Noncharitable Assets$203,641NetVlNoncharitableAssetsAmt
Minimum Investment Return$10,182MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$10,182MinimumInvestmentReturnAmt
Tax Based On Investment Income$50TaxBasedOnInvestmentIncomeAmt
Total Tax$50TotalTaxAmt
Distributable Before Adj$10,132DistributableBeforeAdjAmt
Distributable Before Ded$10,132DistributableBeforeDedAmt
Distributable As Adjusted$10,132DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$139,885ExpensesAndContributionsAmt
Qualifying Distributions$139,885QualifyingDistributionsAmt
Adjusted Qualifying Distri$139,885AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,132DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$619,811ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$488,824ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$507,934ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$296,595ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$365,932ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,279,096TotalExcessDistributionCyovAmt
Qualifying Distributions$139,885QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$10,132AppliedToCurrentYearAmt
Remaining Distri From Corpus$129,753RemainingDistriFromCorpusAmt
Total Corpus$2,408,849TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$619,811ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,789,038ExcessDistriCyovToNextYrAmt
Excess From Year4$488,824ExcessFromYear4Amt
Excess From Year3$507,934ExcessFromYear3Amt
Excess From Year2$296,595ExcessFromYear2Amt
Excess From Year1$365,932ExcessFromYear1Amt
Excess From Current Year$129,753ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
VARIOUS CHARITIES
BROOKLYNBROOKLYNNY11230NONEEXEMPTCHARITABLE$13,067
FIDELITY INVESTMENT CHARITABLE GIFT
200 SEAPORT BLVDBOSTONMA02210NONEEXEMPTCHARITABLE$83,750
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$96,817TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,374ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$4,374ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,374TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
MM ASSOCIATES FAMILY PARTNERSHIP L
11203 AVENUE J 3ABROOKLYNNY11230$200,000Yes (X)
KRIGER PREFERRED TRUST
21203 AVENUE J 3ABROOKLYNNY11230$200,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$1,568Amt
Net Investment Income$784NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$784DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescLOANS RECEIVABLEDesc
BOY Book Value$115,000BOYBookValueAmt
EOY Book Value$59,800EOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE EXPENSES & SUPPLIESDesc
Revenue And Expenses Per Books$289RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$289DisbursementsCharitablePrpsAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
LOANS PAYABLE$70,000$70,000
CASH OVERDRAFT$6,009

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryEDITINGCategoryTxt
Amt$26,532Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$26,532DisbursementsCharitablePrpsAmt