STRATEGY STUDIO / PUBLIC DATA EXPLORER

CHASDEI HASHEM FOUNDATION TR: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
CHASDEI HASHEM FOUNDATION TR (EIN 11-6552387)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-11-15
IRS object ID
201313199349100631
Schema version
2012v2.0
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)
Timestamp2013-11-15T07:23:44-08:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Bernath & Rosenberg PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11430 Broadway 7th FloorAddressLine1
CityNew YorkCity
StateNYState
ZIP Code100183308ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN116552387EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1CHASDEI HASHEM FOUNDATION TRUSTBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlCHASNameControl
Phone7186776500Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11122 AVE JAddressLine1
CityBROOKLYNCity
StateNYState
ZIP Code11230ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMORTON KRIGERName
TitleTRUSTEETitle
Date Signed2013-11-15DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJames H BernathName
PTINP00187297PTIN
Phone2122211140Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY152115FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss100000ContriReceivedRevAndExpnss
Dividends Rev And Expnss86DividendsRevAndExpnss
Dividends Net Invst Incm86DividendsNetInvstIncm
Total Revenue And Expenses100086TotalRevenueAndExpenses
Total Net Investment Income86TotalNetInvestmentIncome
Oth Empl Slrs Wgs Rev And Expnss31771OthEmplSlrsWgsRevAndExpnss
Oth Empl Slrs Wgs Dsbrs Chrtbl Prps31771OthEmplSlrsWgsDsbrsChrtblPrps
Legal Fees Rev And Expnss1600LegalFeesRevAndExpnss
Legal Fees Dsbrs Chrtbl Prps1600LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss790AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm395AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps395AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss400OtherProfFeesRevAndExpnss
Other Prof Fees Dsbrs Chrtbl Prps400OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss1TaxesRevAndExpnss
Printing And Pub Rev And Expnss86644PrintingAndPubRevAndExpnss
Printing And Pub Dsbrs Chrtbl Prps86644PrintingAndPubDsbrsChrtblPrps
Other Expenses Rev And Expnss6478OtherExpensesRevAndExpnss
Other Expenses Dsbrs Chrtbl Prps6478OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss127684TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm395TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps127288TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss50953ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps50953ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss178637TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm395TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps178241TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-78551ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY37605CashBOY
Cash EOY18780CashEOY
Cash EOYFMV18780CashEOYFMV
Investments Corp Stock BOY93543InvestmentsCorpStockBOY
Investments Corp Stock EOY93629InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV84947InvestmentsCorpStockEOYFMV
Other Assets BOY108200OtherAssetsBOY
Other Assets EOY48388OtherAssetsEOY
Other Assets EOYFMV48388OtherAssetsEOYFMV
Total Assets BOY239348TotalAssetsBOY
Total Assets EOY160797TotalAssetsEOY
Total Assets EOYFMV152115TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY239348CapitalStockBOY
Capital Stock EOY160797CapitalStockEOY
Total Net Assets BOY239348TotalNetAssetsBOY
Total Net Assets EOY160797TotalNetAssetsEOY
Total Liabilities Net Assets BOY239348TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY160797TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY239348TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-78551ExcessOfRevenueOverExpenses
Subtotal160797Subtotal
Total Net Assets Fund Balances EOY160797TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year2109137QualifyingDistributionsYear2
Noncharitable Assets Year2100203NoncharitableAssetsYear2
Distribution Ratio Year21.08916DistributionRatioYear2
Qualifying Distributions Year3131330QualifyingDistributionsYear3
Noncharitable Assets Year33737NoncharitableAssetsYear3
Distribution Ratio Year335.14316DistributionRatioYear3
Qualifying Distributions Year4102655QualifyingDistributionsYear4
Noncharitable Assets Year43971NoncharitableAssetsYear4
Distribution Ratio Year425.85117DistributionRatioYear4
Qualifying Distributions Year5107725QualifyingDistributionsYear5
Noncharitable Assets Year519113NoncharitableAssetsYear5
Distribution Ratio Year55.63622DistributionRatioYear5
Total Distribution Ratio67.71971TotalDistributionRatio
Average Distribution Ratio16.92993AverageDistributionRatio
Net Noncharitable Assets145072NetNoncharitableAssets
Adjusted Noncharitable Assets2456058AdjustedNoncharitableAssets
Adj Nonchrtbl Assets And One2456058AdjNonchrtblAssetsAndOnePct
Qualifying Distributions178241QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Paid With Extension100TaxPaidWithExtension
Total Credits And Payments100TotalCreditsAndPayments
Overpayment100Overpayment
Amount Credited To Next Year100AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Form990 T FiledfalseForm990TFiled
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithNYStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorstrueNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line11122 AVE JAddressLine1
CityBROOKLYNCity
StateNYState
ZIP Code11230ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Acts Fail To Qualify As ExceptionsfalseActsFailToQualifyAsExceptions
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Excess Business HoldingsfalseExcessBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Tr Fail To Qualify As ExceptionsfalseTrFailToQualifyAsExceptions
Maint Expend ResponsibilityfalseMaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn
Proceeds Or Net IncomefalseProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee

FieldValueIRS element (for citing)
Person NameMORTON KRIGERPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 OCEAN AVENUEAddressLine1
CityLAWRENCECity
StateNYState
ZIP Code11559ZIPCode
FieldValueIRS element (for citing)
TitleTRUSTEETitle
Avg Hours Per Wk Devoted To Position0.00AvgHoursPerWkDevotedToPosition
Compensation0Compensation
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities70700AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances28193AvgMonthlyCashBalances
FMV All Other Noncharitable Assets48388FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets147281TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Adj Total FMV Of Unused Assets147281AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable2209CashDeemedCharitable
Net Noncharitable Assets145072NetNoncharitableAssets
Minimum Investment Return7254MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return7254MinimumInvestmentReturn
Distributable Amount Before Adj7254DistributableAmountBeforeAdj
Distributable Amount Before Ded7254DistributableAmountBeforeDed
Distributable Amount As Adjusted7254DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions178241ExpensesAndContributions
Qualifying Distributions178241QualifyingDistributions
Adj Qualifying Distributions178241AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted7254DistributableAmountAsAdjusted
Excess Distri Carryover Year5106769ExcessDistriCarryoverYear5
Excess Distri Carryover Year4102456ExcessDistriCarryoverYear4
Excess Distri Carryover Year3131143ExcessDistriCarryoverYear3
Excess Distri Carryover Year2104127ExcessDistriCarryoverYear2
Excess Distri Carryover Year1123314ExcessDistriCarryoverYear1
Total Excess Distri Carryover567809TotalExcessDistriCarryover
Qualifying Distributions178241QualifyingDistributions
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year7254AppliedToCurrentYear
Remaining Distri From Corpus170987RemainingDistriFromCorpus
Total Corpus738796TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year5106769ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year632027ExcessDistriCyovToNextYear
Excess From Year4102456ExcessFromYear4
Excess From Year3131143ExcessFromYear3
Excess From Year2104127ExcessFromYear2
Excess From Year1123314ExcessFromYear1
Excess From Current Year170987ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerMORTON KRIGERContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
Yeshiva Torah Ore
1314 AVENUE JBROOKLYNNY11230NONEEXEMPTCHARITABLE$2,400
Yeshiva Shaarei Chaim
1 EXECUTIVE BLVDSUFFERNNY10901NONEEXEMPTCHARITABLE$3,600
STAM CHABURA
601 PRIVATE WAYLAKEWOODNJ08701NONEEXEMPTLITERARY$26,000
MOSDOS HADRAS YERUSHALAYIM
1517 44TH STREETBROOKLYNNY11230NONEEXEMPTEDUCATIONAL$9,600
VARIOUS CHARITIES
BROOKLYNBROOKLYNNY11230NONEEXEMPTCHARITABLE$2,453
BAIS MEDRASH GOVOHA
601 PRIVATE WAYLAKEWOODNJ08701NONEEXEMPTCHARITABLE$6,900
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year50953TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$86ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$86ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA86TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualMORTON KRIGERContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1333 OCEAN AVENUEAddressLine1
CityLAWRENCECity
StateNYState
ZIP Code11559ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions100000AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategory
Amount$790Amount
Net Investment Income395NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps395DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockCITIGROUPNameOfStock
EOY Book Value93629EOYBookValue
EOYFMV84947EOYFMV

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

FieldValueIRS element (for citing)
CategoryLEGAL FEECategory
Amount$1,600Amount
Net Investment Income0NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps1600DisbursementsCharitablePrps

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

FieldValueIRS element (for citing)
DescriptionLOAN RECEIVABLEDescription
BOY Book Value108200BOYBookValue
EOY Book Value48388EOYBookValue
EOYFMV48388EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksDisbursements Charitable PrpsDisbursementsCharitablePrps
SUPPLIES25442544
POSTAGE3434
MISC EXPENSES24252425
FILING FEES5050
ADVERTISING14251425

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryCOMPUTER REPAIRCategory
Amount$400Amount
Net Investment Income0NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps400DisbursementsCharitablePrps

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

FieldValueIRS element (for citing)
Person NameMORTON KRIGERPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 OCEAN AVENUEAddressLine1
CityLAWRENCECity
StateNYState
ZIP Code11559ZIPCode

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
Categoryexcise taxCategory
Amount$1Amount