STRATEGY STUDIO / PUBLIC DATA EXPLORER

SIMCHAS DAVID FOUNDATION TR: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
SIMCHAS DAVID FOUNDATION TR (EIN 20-2079591)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-15
IRS object ID
201943199349101704
Schema version
2018v3.1
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)
Return2019-11-15T09:35:53-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202079591EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SIMCHAS DOVID FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSIMCBusinessNameControlTxt
Phone7182187000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line165 SKILLMAN STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP112052803ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHANA SIMKOWITZPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7182187000PhoneNum
Signature2019-11-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonABRAHAM WEISSPreparerPersonNm
PTINP00020893PTIN
Phone2123023400PhoneNum
Preparation2019-11-05PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address71.125.23.82IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-15IPDt
IP Tm09:35:53IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdAD8F8E61B96E06714140881D02F8B8317C19DC3DAtSubmissionCreationDeviceId
At Submission Filing Device IdAD8F8E61B96E06714140881D02F8B8317C19DC3DAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,964,614FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$392,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,912InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,912InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1,912InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$393,912TotalRevAndExpnssAmt
Total Net Invst Incm$1,912TotalNetInvstIncmAmt
Total Adj Net Incm$1,912TotalAdjNetIncmAmt
Taxes Rev And Expnss$250TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$35OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$285TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$351,220ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$351,220ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$351,505TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$351,220TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$42,407ExcessRevenueOverExpensesAmt
Net Investment Income$1,912NetInvestmentIncomeAmt
Adjusted Net Income$1,912AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$743,499CashBOYAmt
Cash EOY$323,930CashEOYAmt
Cash EOYFMV$323,930CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,178,708SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,640,684SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,640,684SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$1,922,207TotalAssetsBOYAmt
Total Assets EOY$1,964,614TotalAssetsEOYAmt
Total Assets EOYFMV$1,964,614TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,922,207UnrestrictedBOYAmt
Unrestricted EOY$1,964,614UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,922,207TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,964,614TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,922,207TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,964,614TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,922,207TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$42,407ExcessRevenueOverExpensesAmt
Subtotal$1,964,614SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,964,614TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$268,840AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,261,593NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.213096DistributionYr1Rt
Adjusted Qlfy Distri Yr2$298,156AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$984,823NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.302751DistributionYr2Rt
Adjusted Qlfy Distri Yr3$476,310AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$861,321NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.552999DistributionYr3Rt
Adjusted Qlfy Distri Yr4$431,295AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$773,909NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.557294DistributionYr4Rt
Adjusted Qlfy Distri Yr5$454,415AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$783,743NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.579801DistributionYr5Rt
Total Distribution2.205941TotalDistributionRt
Average Distribution0.441188AverageDistributionRt
Net Vl Noncharitable Assets$1,747,140NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$770,817AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$19NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$770,836AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$351,220QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$38InvestmentIncomeExciseTaxAmt
Subtotal$38SubtotalAmt
Tax Based On Investment Income$38TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$369EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$369TotalPaymentsAndCreditsAmt
Overpayment$331OverpaymentAmt
Applied To ES Tax$331AppliedToESTaxAmt

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 BooksDAVID SIMKOWITZIndividualWithBooksNm
Phone7182187000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line165 SKILLMAN STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP112052803ZIPCd
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/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID SIMKOWITZ
65 SKILLMAN STREETBROOKLYNNY112052803TRUSTEE3.00$0$0$0
CHANA SIMKOWITZ
65 SKILLMAN STREETBROOKLYNNY112052803TRUSTEE1.00$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$1,773,746AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,773,746TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,773,746AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$26,606CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,747,140NetVlNoncharitableAssetsAmt
Minimum Investment Return$87,357MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$87,357MinimumInvestmentReturnAmt
Tax Based On Investment Income$38TaxBasedOnInvestmentIncomeAmt
Total Tax$38TotalTaxAmt
Distributable Before Adj$87,319DistributableBeforeAdjAmt
Distributable Before Ded$87,319DistributableBeforeDedAmt
Distributable As Adjusted$87,319DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$351,220ExpensesAndContributionsAmt
Qualifying Distributions$351,220QualifyingDistributionsAmt
Adjusted Qualifying Distri$351,220AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$87,319DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$415,910ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$392,657ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$434,016ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$248,972ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$205,791ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,697,346TotalExcessDistributionCyovAmt
Qualifying Distributions$351,220QualifyingDistributionsAmt
Applied To Current Year$87,319AppliedToCurrentYearAmt
Remaining Distri From Corpus$263,901RemainingDistriFromCorpusAmt
Total Corpus$1,961,247TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$415,910ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,545,337ExcessDistriCyovToNextYrAmt
Excess From Year4$392,657ExcessFromYear4Amt
Excess From Year3$434,016ExcessFromYear3Amt
Excess From Year2$248,972ExcessFromYear2Amt
Excess From Year1$205,791ExcessFromYear1Amt
Excess From Current Year$263,901ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDAVID SIMKOWITZContributingManagerNm
Shareholder ManagerNAShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDAVID SIMKOWITZRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line165 SKILLMAN STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP112052803ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7182187000RecipientPhoneNum
Form And Info And MaterialsNO RESTRICTIONSFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNO RESTRICTIONSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
CONGREGATION BNAI YESHIA
125 HEYWARD STREETBROOKLYNNY112065408N/AN/ACHARITABLE$140,300
FIDELITY CHARITABLE GIFT FUND
BOX 770001CINCINNATIOH452770053N/AN/ACHARITABLE$75,000
THE OJC FUND
1303 53RD STREETBROOKLYNNY112193823N/AN/ACHARITABLE$30,000
CONG KHAL TZEMACH TZADIK VIZNITZ
186 ROSS STREETBROOKLYNNY112117205N/AN/ACHARITABLE$26,000
AMERICAN FRIENDS OF MERKAZ
285 LEE AVENUEBROOKLYNNY112065498N/AN/ACHARITABLE$23,500CHASIDEI VIZNITZ INC
NEVEI HACHESED
411 AVENUE FBROOKLYNNY112185981N/AN/ACHARITABLE$19,000
YESHIVA OHR YISROEL
8800 SEAVIEW AVENUEBROOKLYNNY112365141N/AN/ACHARITABLE$11,800
CONGREGATION YETEV LEV
PO BOX 50226BROOKLYNNY112050226N/AN/ACHARITABLE$6,200
HISACHDUS AVREICHEM OF YETEV LEV
150 RODNEY STREETBROOKLYNNY112117806N/AN/ACHARITABLE$5,000
MESAMCHE LEV-VIYOEL MOISHE INC
1364 53RD STREETBROOKLYNNY112193878N/AN/ACHARITABLE$3,600
MISC CHARITIES UNDER 1000
65 SKILLMAN STREETBROOKLYNNY112052803N/AN/ACHARITABLE$2,720
CONG TZEMACH TZADIK VIZNITZ
186 ROSS STREETBROOKLYNNY112117533N/AN/ACHARITABLE$2,500WILLIAMSBURG
TALMUD TORAH BETH YECHIEL
PINES BRIDGE ROADMOUNT KISCONY105494112N/AN/ACHARITABLE$1,800
OHR TORAH
4615 14THAVENUEBROOKLYNNY112192610N/AN/ACHARITABLE$1,800
CONGREGATION CHASDIE YITZCHOK
74 ROSS STREETBROOKLYNNY112117667N/AN.ACHARITABLE$1,000
KEREN YAGDIL TORAH
212 LYNCH STREETBROOKLYNNY112063267N/AN/ACHARITABLE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$351,220TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,912ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,912ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,912TotalIncomeProducingActyAmt

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 PersonDAVID CHANA SIMKOWITZContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line165 SKILLMAN STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP112052803ZIPCd
FieldValueIRS element (for citing)
Total Contributions$392,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
BANK CHARGES$35

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryNEW YORK STATE DEPT OF LAWCategoryTxt
Amt$250Amt