STRATEGY STUDIO / PUBLIC DATA EXPLORER

SIMCHAS DAVID FOUNDATION TR: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
SIMCHAS DAVID FOUNDATION TR (EIN 20-2079591)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-15
IRS object ID
201701359349104655
Schema version
2016v3.0
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)
Return2017-05-15T16:59:20-04:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-05-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonABRAHAM WEISSPreparerPersonNm
PTINP00020893PTIN
Phone2123023400PhoneNum
Preparation2017-05-10PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device IdAD8F8E61B96E06714140881D02F8B8317C19DC3DAtSubmissionCreationDeviceId
At Submission Filing Device IdAD8F8E61B96E06714140881D02F8B8317C19DC3DAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,337,986FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$520,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2,857InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,857InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$2,857InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$522,857TotalRevAndExpnssAmt
Total Net Invst Incm$2,857TotalNetInvstIncmAmt
Total Adj Net Incm$2,857TotalAdjNetIncmAmt
Taxes Rev And Expnss$1,572TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,572TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$298,156ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$298,156ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$299,728TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$298,156TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$223,129ExcessRevenueOverExpensesAmt
Net Investment Income$2,857NetInvestmentIncomeAmt
Adjusted Net Income$2,857AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$353,039CashBOYAmt
Cash EOY$387,609CashEOYAmt
Cash EOYFMV$387,609CashEOYFMVAmt
Sav And Temp Cash Invst BOY$761,818SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$950,377SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$950,377SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$1,114,857TotalAssetsBOYAmt
Total Assets EOY$1,337,986TotalAssetsEOYAmt
Total Assets EOYFMV$1,337,986TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,114,857UnrestrictedBOYAmt
Unrestricted EOY$1,337,986UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,114,857TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,337,986TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,114,857TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,337,986TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,114,857TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$223,129ExcessRevenueOverExpensesAmt
Subtotal$1,337,986SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,337,986TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$476,310AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$861,321NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.552999DistributionYr1Rt
Adjusted Qlfy Distri Yr2$431,295AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$773,909NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.557294DistributionYr2Rt
Adjusted Qlfy Distri Yr3$454,415AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$783,743NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.579801DistributionYr3Rt
Adjusted Qlfy Distri Yr4$281,473AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$894,520NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.314664DistributionYr4Rt
Adjusted Qlfy Distri Yr5$171,258AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$113,084NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.514432DistributionYr5Rt
Total Distribution3.519190TotalDistributionRt
Average Distribution0.703838AverageDistributionRt
Net Vl Noncharitable Assets$984,823NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$693,156AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$29NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$693,185AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$298,156QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$57InvestmentIncomeExciseTaxAmt
Subtotal$57SubtotalAmt
Tax Based On Investment Income$57TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$800EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$800TotalPaymentsAndCreditsAmt
Overpayment$743OverpaymentAmt
Applied To ES Tax$400AppliedToESTaxAmt
Refund$343RefundAmt

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonDAVID SIMKOWITZPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line165 SKILLMAN STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP112052803ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos3.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$999,820AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$999,820TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$999,820AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,997CashDeemedCharitableAmt
Net Vl Noncharitable Assets$984,823NetVlNoncharitableAssetsAmt
Minimum Investment Return$49,241MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$49,241MinimumInvestmentReturnAmt
Tax Based On Investment Income$57TaxBasedOnInvestmentIncomeAmt
Total Tax$57TotalTaxAmt
Distributable Before Adj$49,184DistributableBeforeAdjAmt
Distributable Before Ded$49,184DistributableBeforeDedAmt
Distributable As Adjusted$49,184DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$298,156ExpensesAndContributionsAmt
Qualifying Distributions$298,156QualifyingDistributionsAmt
Adjusted Qualifying Distri$298,156AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$49,184DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$166,208ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$236,876ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$415,910ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$392,657ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$434,016ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,645,667TotalExcessDistributionCyovAmt
Qualifying Distributions$298,156QualifyingDistributionsAmt
Applied To Current Year$49,184AppliedToCurrentYearAmt
Remaining Distri From Corpus$248,972RemainingDistriFromCorpusAmt
Total Corpus$1,894,639TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$166,208ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,728,431ExcessDistriCyovToNextYrAmt
Excess From Year4$236,876ExcessFromYear4Amt
Excess From Year3$415,910ExcessFromYear3Amt
Excess From Year2$392,657ExcessFromYear2Amt
Excess From Year1$434,016ExcessFromYear1Amt
Excess From Current Year$248,972ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDAVID SIMKOWITZContributingManagerNm

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 (18 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$129,700
FIDELITY CHARITABLE GIFT FUND
BOX 770001CINCINNATIOH452770053N/AN/ACHARITABLE$60,000
AMERICAN FRIENDS OF MERKAZ CHASIDEI
285 LEE AVENUEBROOKLYNNY112065498N/AN/ACHARITABLE$45,000VIZNITZ INC
TEMECH INC
45 BROADWAY 25TH FLNEW YORKNY100063777N/AN/ACHARITABLE$12,666
BAYITH LEPLEITOT INC
1362 EAST 21ST STREETBROOKLYNNY112104513N/AN/ACHARITABLE$10,000
CONGREGATION BETH ROCHEL OF MONSEY
145 SADDLE RIVER ROADAIRMONTNY109523913N/AN/ACHARITABLE$10,000
MISC CHARITIES UNDER 1000
65 SKILLMAN STREETBROOKLYNNY112052803N/AN/ACHARITABLE$8,490
CONGREGATION YETEV LEV
PO BOX 50226BROOKLYNNY112050226N/AN/ACHARITABLE$5,800
MESAMCHE LEV-VIYOEL MOISHE
51 ROSS STREETBROOKLYNNY112117533N/AN/ACHARITABLE$3,600
CONG KHAL TZEMACH TZADIK VIZNITZ
186 ROSS STREETBROOKLYNNY112117205N/AN/ACHARITABLE$2,000
CONGREGATION CHONEN VNOSEN
6301 17TH AVENUEBROOKLYNNY112042710N/AN/ACHARITABLE$1,800
OHR TORAH
4615 14TH AVENUEBROOKLYNNY112192610N/AN/ACHARITABLE$1,800
YESHIVA OF NITRA
194 DIVISION AVENUEBROOKLYNNY112117108N/AN/ACHARITABLE$1,800
YESHIVA KOL ARYE
1212 AVENUE IBROOKLYNNY112302910N/AN/ACHARITABLE$1,500
CONGREGATION KOLLEL TZEMACH TZADAK
279 DIVISION AVENUEBROOKLYNNY112117355N/AN/ACHARITABLE$1,000
GEMILAS CHESES CHASDEI YITZCHOK
5109 18TH AVENUEBROOKLYNNY112041504N/AN/ACHARITABLE$1,000
KEREN RACHAMIM INC
23 HORTON DRIVEMONSEYNY109522858N/AN/ACHARITABLE$1,000
KEREN YAGDIL TORAH
3054 BEDFORD AVENUEBROOKLYNNY112103714N/AN/ACHARITABLE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$298,156TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,857ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2,857ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,857TotalIncomeProducingActyAmt

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$520,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXCategoryTxt
Amt$1,572Amt