STRATEGY STUDIO / PUBLIC DATA EXPLORER

SIMCHAS DAVID FOUNDATION TR: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
SIMCHAS DAVID FOUNDATION TR (EIN 20-2079591)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-05-16
IRS object ID
201231379349100223
Schema version
2011v1.2
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)
Timestamp2012-05-16T15:24:56-07:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1WEISS & COMPANY LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line122 WEST 38TH STREETAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code100186269ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN202079591EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1SIMCHAS DOVID FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSIMCNameControl
Phone7182187000Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line165 SKILLMAN STREETAddressLine1
CityBROOKLYNCity
StateNYState
ZIP Code112052803ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameDAVID SIMKOWITZName
TitleTRUSTEETitle
Phone7182187000Phone
Date Signed2012-05-04DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameABRAHAM WEISSName
Phone2123023400Phone
Date Prepared2012-05-16DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY992554FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss415000ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss30183InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm30183InterestOnSavingsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses445183TotalRevenueAndExpenses
Total Net Investment Income30183TotalNetInvestmentIncome
Taxes Rev And Expnss100TaxesRevAndExpnss
Other Expenses Rev And Expnss110OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss210TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss171560ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps171560ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss171770TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps171560TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses273413ExcessOfRevenueOverExpenses
Net Investment Income30183NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY230523CashBOY
Savings And Temp Cash Invst BOY488657SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY992554SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV992554SavingsAndTempCashInvstEOYFMV
Total Assets BOY719180TotalAssetsBOY
Total Assets EOY992554TotalAssetsEOY
Total Assets EOYFMV992554TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY719180RetainedEarningsBOY
Retained Earnings EOY992554RetainedEarningsEOY
Total Net Assets BOY719180TotalNetAssetsBOY
Total Net Assets EOY992554TotalNetAssetsEOY
Total Liabilities Net Assets BOY719180TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY992554TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY719180TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses273413ExcessOfRevenueOverExpenses
Subtotal992593Subtotal
Other Decreases39OtherDecreases
Total Net Assets Fund Balances EOY992554TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Qualifying Distributions Year1266861QualifyingDistributionsYear1
Noncharitable Assets Year1406195NoncharitableAssetsYear1
Distribution Ratio Year10.656978DistributionRatioYear1
Qualifying Distributions Year2235900QualifyingDistributionsYear2
Noncharitable Assets Year2402978NoncharitableAssetsYear2
Distribution Ratio Year20.585392DistributionRatioYear2
Qualifying Distributions Year384893QualifyingDistributionsYear3
Noncharitable Assets Year3215699NoncharitableAssetsYear3
Distribution Ratio Year30.393572DistributionRatioYear3
Qualifying Distributions Year480150QualifyingDistributionsYear4
Noncharitable Assets Year4200928NoncharitableAssetsYear4
Distribution Ratio Year40.398899DistributionRatioYear4
Qualifying Distributions Year5140490QualifyingDistributionsYear5
Noncharitable Assets Year5158913NoncharitableAssetsYear5
Distribution Ratio Year50.884069DistributionRatioYear5
Total Distribution Ratio2.918910TotalDistributionRatio
Average Distribution Ratio0.583782AverageDistributionRatio
Net Noncharitable Assets113084NetNoncharitableAssets
Adjusted Noncharitable Assets66016AdjustedNoncharitableAssets
One Percent Net Investment Income302OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One66318AdjNonchrtblAssetsAndOnePct
Qualifying Distributions171560QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax302InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal302Subtotal
Tax Based On Investment Income302TaxBasedOnInvestmentIncome
Tax Paid Original Return0TaxPaidOriginalReturn
Tax Due302TaxDue
Amount Credited To Next Year0AmountCreditedToNextYear

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 Sect508efalseRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithNYStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameDAVID SIMKOWITZBooksInCareOfPersonName
Books In Care Of Phone Number7182187000BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line165 SKILLMAN STREETAddressLine1
CityBROOKLYNCity
StateNYState
ZIP Code112052803ZIPCode
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
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
DAVID SIMKOWITZ
65 SKILLMAN STREETBROOKLYNNY11205TRUSTEE3.00000
CHANA SIMKOWITZ
65 SKILLMAN STREETBROOKLYNNY11205TRUSTEE3.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1THE ORGANIZATION ONLY PAID GRANTS FROM THE FOUNDATION ANDHAVE NO DIRECT OR INDIRECT EXPENSES ATTRIBUTABLE TO VARIOUSRECIPIENT PROGRAMS.Description1
Expenses1171560Expenses1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances114806AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets114806TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets114806AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable1722CashDeemedCharitable
Net Noncharitable Assets113084NetNoncharitableAssets
Minimum Investment Return5654MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return5654MinimumInvestmentReturn
Tax Based On Investment Income302TaxBasedOnInvestmentIncome
Total Tax302TotalTax
Distributable Amount Before Adj5352DistributableAmountBeforeAdj
Distributable Amount Before Ded5352DistributableAmountBeforeDed
Distributable Amount As Adjusted5352DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions171560ExpensesAndContributions
Qualifying Distributions171560QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm302OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions171258AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted5352DistributableAmountAsAdjusted
Excess Distri Carryover Year5132544ExcessDistriCarryoverYear5
Excess Distri Carryover Year470137ExcessDistriCarryoverYear4
Excess Distri Carryover Year374123ExcessDistriCarryoverYear3
Excess Distri Carryover Year2215970ExcessDistriCarryoverYear2
Excess Distri Carryover Year1246629ExcessDistriCarryoverYear1
Total Excess Distri Carryover739403TotalExcessDistriCarryover
Qualifying Distributions171560QualifyingDistributions
Applied To Current Year5352AppliedToCurrentYear
Remaining Distri From Corpus166208RemainingDistriFromCorpus
Total Corpus905611TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year5132544ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year773067ExcessDistriCyovToNextYear
Excess From Year470137ExcessFromYear4
Excess From Year374123ExcessFromYear3
Excess From Year2215970ExcessFromYear2
Excess From Year1246629ExcessFromYear1
Excess From Current Year166208ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerDAVID SIMKOWITZContributingManager
Shareholder ManagerNONEShareholderManager

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameDAVID SIMKOWITZRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line165 SKILLMAN STREETAddressLine1
CityBROOKLYNCity
StateNYState
ZIP Code112052803ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number7182187000RecipientPhoneNumber
Form And Info And MaterialsNO RESTRICTIONSFormAndInfoAndMaterials
Submission DeadlinesNONESubmissionDeadlines
Restrictions On AwardsNONERestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (19 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
CONGREGATION BNAI YESHIA
125 HEYWARD STREETBROOKLYNNY11206N/ARELIGIOUS & CHARITABLE$47,000
MIKVE TAHARE DIVREI CHAIM OF WOODBURN
199 LEE AVENUE PMB 221BROOKLYNNY11211N/ARELIGIOUS & CHARITABLE$20,500
OHR TORAH
4615 14TH AVENUEBROOKLYNNY11219N/ARELIGIOUS & CHARITABLE$1,800
MESAMCHE LEV-VIYOEL MOISHE INC
51 ROSS STREETBROOKLYNNY11211N/ARELIGIOUS & CHARITABLE$5,000
YESHIVA OF NITRA-TALMUD TORAH BETH YECHIEL
PINES BRIDGE ROADMT KISCONY10549N/ARELIGIOUS & CHARITABLE$1,800
AMERICAN FRIENDS OF RAMOT TORAH SCHOOLS INC
2229 85TH STREETBROOKLYNNY11214N/ARELIGIOUS & CHARITABLE$6,000
BAYITH LEPLEITOT INC
1362 E 21ST STREETBROOKLYNNY11210N/ARELIGIOUS & CHARITABLE$18,000
CONGREGATION BAIS USHER MORDCHE INC
111 RUTLEDGE STREETBROOKLYNNY11211N/ARELIGIOUS & CHARITABLE$1,000
LOMDEI TORAH
1642 45TH STBROOKLYNNY11204N/ARELIGIOUS & CHARITABLE$1,800
CONG TZEMACH TZADIK VIZNITZ WILLIAMSBURG
1454 42ND STREETBROOKLYNNY11211N/ARELIGIOUS & CHARITABLE$3,000
CONGREGATION YETEV LEV DSATMAR INC
PO BOX 50186BROOKLYNNY11205N/ARELIGIOUS & CHARITABLE$3,000
ICHUD EZRAS NESIEN
199 LEE ST PMB 221BROOKLYNNY11211N/ARELIGIOUS & CHARITABLE$1,200
YESHIVA IMREI CHAIM VIZNITZ OF BORO PARK INC
1824 53RD STREETBROOKLYNNY11204N/ARELIGIOUS & CHARITABLE$17,000
EM KOL CHAI
4321 17TH AVENUEBROOKLYNNY11204N/ARELIGIOUS & CHARITABLE$12,000
MIFAL EZRA ZICHRON YEHIDE
481 PARK AVEBROOKLYNNY11205N/ARELIGIOUS & CHARITABLE$3,600
CONGREGATION KHAL TZEMACH TZADIK VIZNITZ
186 ROSS STBROOKLYNNY11211N/ARELIGIOUS & CHARITABLE$11,800
MIFAL YISMACH LEV MEVAKSHEI HASHEM
PO BOX 50226BROOKLYNNY11205N/ARELIGIOUS & CHARITABLE$10,000
CHASDEI AVROHOM
299 HEWES STBROOKLYNNY11211N/ARELIGIOUS & CHARITABLE$2,500
MISC ORGANIZED CHARITIES
UNDER 1000BROOKLYNNY11205N/ARELIGIOUS & CHARITABLE$4,560
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year171560TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$30,183ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$30,183ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA30183TotalPartXVIA

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 IndividualDAVID AND CHANA SIMKOWITZContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line165 SKILLMAN STREETAddressLine1
CityBROOKLYNCity
StateNYState
ZIP Code112052803ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions415000AggregateContributions
Person Contribution TypeXPersonContributionType

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

FieldValueIRS element (for citing)
DescriptionFEDERAL TAXDescription
Amount$39Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionBANK CHARGESDescription
Revenue And Expenses Per Books110RevenueAndExpensesPerBooks

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryNYS DEPT. OF LAWCategory
Amount$100Amount