STRATEGY STUDIO / PUBLIC DATA EXPLORER

CHASDEI HASHEM FOUNDATION TR: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
CHASDEI HASHEM FOUNDATION TR (EIN 11-6552387)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-12
IRS object ID
201741329349101009
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)
Return2017-05-12T08:18:25-07:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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
ZIP100183308ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

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 Line11122 AVE JAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11230ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMORTON KRIGERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Signature2017-05-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJames H BernathPreparerPersonNm
PTINP00187297PTIN
Phone2122211140PhoneNum
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$336,891FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$537,064ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$903DividendsRevAndExpnssAmt
Dividends Net Invst Incm$903DividendsNetInvstIncmAmt
Total Rev And Expnss$537,967TotalRevAndExpnssAmt
Total Net Invst Incm$903TotalNetInvstIncmAmt
Oth Empl Slrs Wgs Rev And Expnss$107,600OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$107,600OthEmplSlrsWgsDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,045AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,045AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$9,737TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$9,737TaxesDsbrsChrtblAmt
Printing And Pub Rev And Expnss$324,458PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl$324,458PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$27,148OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$27,148OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$469,988TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$469,988TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$28,935ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$28,935ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$498,923TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$498,923TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$39,044ExcessRevenueOverExpensesAmt
Net Investment Income$903NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$100,122CashBOYAmt
Cash EOY$146,273CashEOYAmt
Cash EOYFMV$146,273CashEOYFMVAmt
Corporate Stock BOY$93,498CorporateStockBOYAmt
Corporate Stock EOY$93,498CorporateStockEOYAmt
Corporate Stock EOYFMV$127,418CorporateStockEOYFMVAmt
Other Assets BOY$70,307OtherAssetsBOYAmt
Other Assets EOY$63,200OtherAssetsEOYAmt
Other Assets EOYFMV$63,200OtherAssetsEOYFMVAmt
Total Assets BOY$263,927TotalAssetsBOYAmt
Total Assets EOY$302,971TotalAssetsEOYAmt
Total Assets EOYFMV$336,891TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$263,927RetainedEarningBOYAmt
Retained Earning EOY$302,971RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$263,927TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$302,971TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$263,927TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$302,971TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$263,927TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$39,044ExcessRevenueOverExpensesAmt
Subtotal$302,971SubtotalAmt
Tot Net Ast Or Fund Balances EOY$302,971TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$632,058AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$245,058NetVlNoncharitableAssetsYr1Amt
Distribution Yr12.57922DistributionYr1Rt
Adjusted Qlfy Distri Yr2$328,890AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$213,702NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.53901DistributionYr2Rt
Adjusted Qlfy Distri Yr3$211,099AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$166,501NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.26785DistributionYr3Rt
Adjusted Qlfy Distri Yr4$178,241AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$145,072NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.22864DistributionYr4Rt
Total Distribution6.614722TotalDistributionRt
Average Distribution1.653681AverageDistributionRt
Net Vl Noncharitable Assets$202,165NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$334,316AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$9NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$334,325AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$498,923QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$9InvestmentIncomeExciseTaxAmt
Subtotal$9SubtotalAmt
Tax Based On Investment Income$9TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$94EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$94TotalPaymentsAndCreditsAmt
Overpayment$85OverpaymentAmt
Applied To ES Tax$85AppliedToESTaxAmt

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
Form990 T FiledfalseForm990TFiledInd
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 ContributorsYes (true)NewSubstantialContributorsInd
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 Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7186776500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11122 AVE JAddressLine1Txt
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
MORTON KRIGER
1122 AVENUE JBROOKLYNNY11230TRUSTEE0.00$0
MIRIAM KRIGER
1122 AVENUE JBROOKLYNNY11230Trustee0.00$0
JONAH KRIGER
1122 AVENUE JBROOKLYNNY11230Trustee0.00$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$119,185AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$22,859AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$63,200FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$205,244TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$205,244AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,079CashDeemedCharitableAmt
Net Vl Noncharitable Assets$202,165NetVlNoncharitableAssetsAmt
Minimum Investment Return$10,108MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$10,108MinimumInvestmentReturnAmt
Tax Based On Investment Income$9TaxBasedOnInvestmentIncomeAmt
Total Tax$9TotalTaxAmt
Distributable Before Adj$10,099DistributableBeforeAdjAmt
Distributable Before Ded$10,099DistributableBeforeDedAmt
Distributable As Adjusted$10,099DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$498,923ExpensesAndContributionsAmt
Qualifying Distributions$498,923QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$9PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$498,914AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,099DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$123,314ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$170,987ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$202,775ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$318,207ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$619,811ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,435,094TotalExcessDistributionCyovAmt
Qualifying Distributions$498,923QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$10,099AppliedToCurrentYearAmt
Remaining Distri From Corpus$488,824RemainingDistriFromCorpusAmt
Total Corpus$1,923,918TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$123,314ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,800,604ExcessDistriCyovToNextYrAmt
Excess From Year4$170,987ExcessFromYear4Amt
Excess From Year3$202,775ExcessFromYear3Amt
Excess From Year2$318,207ExcessFromYear2Amt
Excess From Year1$619,811ExcessFromYear1Amt
Excess From Current Year$488,824ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BAIS MEDRASH GOVOHA
601 PRIVATE WAYLAKEWOODNJ08701NONEEXEMPTEDUCATIONAL$11,700
VARIOUS CHARITIES
BROOKLYNBROOKLYNNY11230NONEEXEMPTCHARITABLE$6,035
MOSDOS HADRAS YERUSHALAYIM
1517 44TH STREETBROOKLYNNY11230NONEEXEMPTEDUCATIONAL$8,800
Yeshiva Torah Ore
1314 AVENUE JBROOKLYNNY11230NONEEXEMPTEDUCATIONAL$2,400
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$28,935TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$903ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$903ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$903TotalIncomeProducingActyAmt

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 PersonMORTON KRIGERContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1333 OCEAN AVENUEAddressLine1Txt
CityLAWRENCECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11559ZIPCd
FieldValueIRS element (for citing)
Total Contributions$536,064TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,045Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,045DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescLOAN RECEIVABLEDesc
BOY Book Value$70,307BOYBookValueAmt
EOY Book Value$63,200EOYBookValueAmt
EOYFMV$63,200EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEES$100$100
INSURANCE$614$614
OFFICE EXPENSE$2,111$2,111
POSTAGE$782$782
RESEARCH$21,575$21,575
SUPPLIES$1,855$1,855
TELEPHONE$111$111

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonMORTON KRIGERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 OCEAN AVENUEAddressLine1Txt
CityLAWRENCECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11559ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryPAYROLL TAXESCategoryTxt
Amt$9,737Amt
Disbursements Charitable Prps$9,737DisbursementsCharitablePrpsAmt