STRATEGY STUDIO / PUBLIC DATA EXPLORER

CHASDEI HASHEM FOUNDATION TR: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
CHASDEI HASHEM FOUNDATION TR (EIN 11-6552387)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-09-15
IRS object ID
201632599349100113
Schema version
2015v2.0
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)
Return2016-09-15T10:12:15-07:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-09-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJames H BernathPreparerPersonNm
PTINP00187297PTIN
Phone2122211140PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$281,381FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$667,974ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$344DividendsRevAndExpnssAmt
Dividends Net Invst Incm$344DividendsNetInvstIncmAmt
Total Rev And Expnss$668,318TotalRevAndExpnssAmt
Total Net Invst Incm$344TotalNetInvstIncmAmt
Oth Empl Slrs Wgs Rev And Expnss$90,100OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$90,100OthEmplSlrsWgsDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,040AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,040AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$8,421TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$8,421TaxesDsbrsChrtblAmt
Printing And Pub Rev And Expnss$478,357PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl$478,357PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,833OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$4,833OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$582,751TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$582,751TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$49,310ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$49,310ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$632,061TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$632,061TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$36,257ExcessRevenueOverExpensesAmt
Net Investment Income$344NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$106,222CashBOYAmt
Cash EOY$100,122CashEOYAmt
Cash EOYFMV$100,122CashEOYFMVAmt
Corporate Stock BOY$93,498CorporateStockBOYAmt
Corporate Stock EOY$93,498CorporateStockEOYAmt
Corporate Stock EOYFMV$110,952CorporateStockEOYFMVAmt
Other Assets BOY$73,650OtherAssetsBOYAmt
Other Assets EOY$70,307OtherAssetsEOYAmt
Other Assets EOYFMV$70,307OtherAssetsEOYFMVAmt
Total Assets BOY$273,370TotalAssetsBOYAmt
Total Assets EOY$263,927TotalAssetsEOYAmt
Total Assets EOYFMV$281,381TotalAssetsEOYFMVAmt
Other Liabilities BOY$45,700OtherLiabilitiesBOYAmt
Total Liabilities BOY$45,700TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$227,670RetainedEarningBOYAmt
Retained Earning EOY$263,927RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$227,670TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$263,927TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$273,370TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$263,927TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$227,670TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$36,257ExcessRevenueOverExpensesAmt
Subtotal$263,927SubtotalAmt
Tot Net Ast Or Fund Balances EOY$263,927TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$328,890AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$213,702NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.53901DistributionYr1Rt
Adjusted Qlfy Distri Yr2$211,099AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$166,501NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.26785DistributionYr2Rt
Adjusted Qlfy Distri Yr3$178,241AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$145,072NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.22864DistributionYr3Rt
Adjusted Qlfy Distri Yr5$109,137AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$100,203NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.08916DistributionYr5Rt
Total Distribution5.124663TotalDistributionRt
Average Distribution1.281166AverageDistributionRt
Net Vl Noncharitable Assets$245,058NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$313,960AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$313,963AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$632,061QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$3InvestmentIncomeExciseTaxAmt
Subtotal$3SubtotalAmt
Tax Based On Investment Income$3TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$97EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$97TotalPaymentsAndCreditsAmt
Overpayment$94OverpaymentAmt
Applied To ES Tax$94AppliedToESTaxAmt

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 JBROOKLYBNY11230Trustee0.00$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$113,482AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$19,301AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$116,007FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$248,790TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$248,790AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,732CashDeemedCharitableAmt
Net Vl Noncharitable Assets$245,058NetVlNoncharitableAssetsAmt
Minimum Investment Return$12,253MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$12,253MinimumInvestmentReturnAmt
Tax Based On Investment Income$3TaxBasedOnInvestmentIncomeAmt
Total Tax$3TotalTaxAmt
Distributable Before Adj$12,250DistributableBeforeAdjAmt
Distributable Before Ded$12,250DistributableBeforeDedAmt
Distributable As Adjusted$12,250DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$632,061ExpensesAndContributionsAmt
Qualifying Distributions$632,061QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$3PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$632,058AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$12,250DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$104,127ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$123,314ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$170,987ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$202,775ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$318,207ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$919,410TotalExcessDistributionCyovAmt
Qualifying Distributions$632,061QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$12,250AppliedToCurrentYearAmt
Remaining Distri From Corpus$619,811RemainingDistriFromCorpusAmt
Total Corpus$1,539,221TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$104,127ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,435,094ExcessDistriCyovToNextYrAmt
Excess From Year4$123,314ExcessFromYear4Amt
Excess From Year3$170,987ExcessFromYear3Amt
Excess From Year2$202,775ExcessFromYear2Amt
Excess From Year1$318,207ExcessFromYear1Amt
Excess From Current Year$619,811ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BAIS MEDRASH GOVOHA
601 PRIVATE WAYLAKEWOODNJ08701NONEEXEMPTEDUCATIONAL$9,800
VARIOUS CHARITIES
BROOKLYNBROOKLYNNY11230NONEEXEMPTCHARITABLE$10,310
MOSDOS HADRAS YERUSHALAYIM
1517 44TH STREETBROOKLYNNY11230NONEEXEMPTEDUCATIONAL$10,400
Yeshiva Torah Ore
1314 AVENUE JBROOKLYNNY11230NONEEXEMPTEDUCATIONAL$12,400
CONGREGATION MEOR HATEFILLAH
159 LIBERTY DRIVELAKEWOODNJ08701NONEexemptCHARITABLE$3,900
MESIVTA ATERES YAAKOV
131 WASHINGTON AVELAWRENCENY11559NONEexemptEDUCATIONAL$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$49,310TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$344ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$344ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$344TotalIncomeProducingActyAmt

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$667,974TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,040Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,040DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescLOAN RECEIVABLEDesc
BOY Book Value$73,650BOYBookValueAmt
EOY Book Value$70,307EOYBookValueAmt
EOYFMV$70,307EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$38$38
FILING FEES$100$100
INSURANCE$538$538
OFFICE EXPENSE$2,186$2,186
POSTAGE$1,184$1,184
SUPPLIES$787$787

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$8,421Amt
Disbursements Charitable Prps$8,421DisbursementsCharitablePrpsAmt