STRATEGY STUDIO / PUBLIC DATA EXPLORER

SIMCHAS DAVID FOUNDATION TR: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
SIMCHAS DAVID FOUNDATION TR (EIN 20-2079591)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-16
IRS object ID
201621379349102792
Schema version
2015v2.1
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)
Return2016-05-16T14:10:38-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Line122 WEST 38TH STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100186269ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-05-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonABRAHAM WEISSPreparerPersonNm
PTINP00020893PTIN
Phone2123023400PhoneNum
Preparation2016-05-12PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,114,857FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$623,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$38,617InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$38,617InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$38,617InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$661,617TotalRevAndExpnssAmt
Total Net Invst Incm$38,617TotalNetInvstIncmAmt
Total Adj Net Incm$38,617TotalAdjNetIncmAmt
Taxes Rev And Expnss$157TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$10OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$167TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$476,310ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$476,310ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$476,477TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$476,310TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$185,140ExcessRevenueOverExpensesAmt
Net Investment Income$38,617NetInvestmentIncomeAmt
Adjusted Net Income$38,617AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$71,816CashBOYAmt
Cash EOY$353,039CashEOYAmt
Cash EOYFMV$353,039CashEOYFMVAmt
Sav And Temp Cash Invst BOY$857,901SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$761,818SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$761,818SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$929,717TotalAssetsBOYAmt
Total Assets EOY$1,114,857TotalAssetsEOYAmt
Total Assets EOYFMV$1,114,857TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$929,717UnrestrictedBOYAmt
Unrestricted EOY$1,114,857UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$929,717TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,114,857TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$929,717TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,114,857TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$929,717TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$185,140ExcessRevenueOverExpensesAmt
Subtotal$1,114,857SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,114,857TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$431,295AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$773,909NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.557294DistributionYr1Rt
Adjusted Qlfy Distri Yr2$454,415AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$783,743NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.579801DistributionYr2Rt
Adjusted Qlfy Distri Yr3$281,473AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$894,520NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.314664DistributionYr3Rt
Adjusted Qlfy Distri Yr4$171,258AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$113,084NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.514432DistributionYr4Rt
Adjusted Qlfy Distri Yr5$266,861AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$406,195NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.656978DistributionYr5Rt
Total Distribution3.623169TotalDistributionRt
Average Distribution0.724634AverageDistributionRt
Net Vl Noncharitable Assets$861,321NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$624,142AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$386NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$624,528AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$476,310QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$772InvestmentIncomeExciseTaxAmt
Subtotal$772SubtotalAmt
Tax Based On Investment Income$772TaxBasedOnInvestmentIncomeAmt
Tax Due$772TaxDueAmt

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 SIMLOWITZIndividualWithBooksNm
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 (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$874,438AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$874,438TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$874,438AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,117CashDeemedCharitableAmt
Net Vl Noncharitable Assets$861,321NetVlNoncharitableAssetsAmt
Minimum Investment Return$43,066MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$43,066MinimumInvestmentReturnAmt
Tax Based On Investment Income$772TaxBasedOnInvestmentIncomeAmt
Total Tax$772TotalTaxAmt
Distributable Before Adj$42,294DistributableBeforeAdjAmt
Distributable Before Ded$42,294DistributableBeforeDedAmt
Distributable As Adjusted$42,294DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$476,310ExpensesAndContributionsAmt
Qualifying Distributions$476,310QualifyingDistributionsAmt
Adjusted Qualifying Distri$476,310AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$42,294DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$246,629ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$166,208ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$236,876ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$415,910ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$392,657ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,458,280TotalExcessDistributionCyovAmt
Qualifying Distributions$476,310QualifyingDistributionsAmt
Applied To Current Year$42,294AppliedToCurrentYearAmt
Remaining Distri From Corpus$434,016RemainingDistriFromCorpusAmt
Total Corpus$1,892,296TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$246,629ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,645,667ExcessDistriCyovToNextYrAmt
Excess From Year4$166,208ExcessFromYear4Amt
Excess From Year3$236,876ExcessFromYear3Amt
Excess From Year2$415,910ExcessFromYear2Amt
Excess From Year1$392,657ExcessFromYear1Amt
Excess From Current Year$434,016ExcessFromCurrentYearAmt

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 (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line2RecipientUSAddress/AddressLine2Txt
CONGREGATION BNAI YESHIA
125 HEYWARD STREETBROOKLYNNY112065408N/AN/ACHARITABLE$222,450
FIDELITY CHARITABLE GIFT FUND
BOX 770001CINCINNATIOH452770053N/AN/ACHARITABLE$161,000
EM KOL CHAI
4321 17TH AVENUEBROOKLYNNY112041017N/AN/ACHARITABLE$40,000
MIFAL YISMACH LEV MEVAKSHEI HASHEM
PO BOX 50226BROOKLYNNY112050226N/AN/ACHARITABLE$31,480
AMERICAN FRIENDS OF MERKAZ CHASIDEI
285 LEE AVENUEBROOKLYNNY112065498N/AN/ACHARITABLE$5,000VIZNITX INC
MESAMCHE LEV-VIYOEL MOISHE
51 ROSS STREETBROOKLYNNY112117533N/AN/ACHARITABLE$3,600
MISC CHARITIES UNDER 1000
65 SKILLMAN STREETBROOKLYNNY112052803N/AN/ACHARITABLE$3,080
CONGREGATION CHONEN VNOSEN
6301 17TH AVENUEBROOKLYNNY112042710N/AN/ACHARITABLE$2,300
TORAS CHAIM
121 LEE AVENUEBROOKLYNNY112117910N/AN/ACHARITABLE$1,800
YESHIVA OF NITRA
194 DIVISION AVENUEBROOKLYNNY112117108N/AN/ACHARITABLE$1,800
OHR TORAH
4615 14TH AVENUEBROOKLYNNY112192610N/AN/ACHARITABLE$1,800
CONG BEIS NUSEN
199 LEE AVENUEBROOKLYNNY112118919N/AN/ACHARITABLE$1,000PO BOX 221
KEREN YAGDIL TORAH
3054 BEDFORD AVENUEBROOKLYNNY112103714N/AN/ACHARITABLE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$476,310TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$38,617ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$38,617ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$38,617TotalIncomeProducingActyAmt

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$623,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
BANK CHARGES$10

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
FEDERAL TAX$57
NYS DEPT OF LAW$100