STRATEGY STUDIO / PUBLIC DATA EXPLORER

SIMCHAS DAVID FOUNDATION TR: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
SIMCHAS DAVID FOUNDATION TR (EIN 20-2079591)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-05-16
IRS object ID
201141369349101434
Schema version
2010v3.2
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)
Timestamp2011-05-16T12:51:41-07:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

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 Date2010-01-01TaxPeriodBeginDate

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 Signed2011-05-09DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameABRAHAM WEISSName
Phone2123023400Phone
Date Prepared2011-05-16DatePrepared
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY719180FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss337510ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss3927InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm3927InterestOnSavingsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses341437TotalRevenueAndExpenses
Total Net Investment Income3927TotalNetInvestmentIncome
Taxes Rev And Expnss100TaxesRevAndExpnss
Other Expenses Rev And Expnss35OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss135TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss266900ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps266900ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss267035TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps266900TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses74402ExcessOfRevenueOverExpenses
Net Investment Income3927NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY161277CashBOY
Cash EOY230523CashEOY
Cash EOYFMV230523CashEOYFMV
Savings And Temp Cash Invst BOY403814SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY488657SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV488657SavingsAndTempCashInvstEOYFMV
Other Assets BOY79728OtherAssetsBOY
Other Assets EOY0OtherAssetsEOY
Other Assets EOYFMV0OtherAssetsEOYFMV
Total Assets BOY644819TotalAssetsBOY
Total Assets EOY719180TotalAssetsEOY
Total Assets EOYFMV719180TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY644819RetainedEarningsBOY
Retained Earnings EOY719180RetainedEarningsEOY
Total Net Assets BOY644819TotalNetAssetsBOY
Total Net Assets EOY719180TotalNetAssetsEOY
Total Liabilities Net Assets BOY644819TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY719180TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY644819TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses74402ExcessOfRevenueOverExpenses
Subtotal719221Subtotal
Other Decreases41OtherDecreases
Total Net Assets Fund Balances EOY719180TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Qualifying Distributions Year1235900QualifyingDistributionsYear1
Noncharitable Assets Year1402978NoncharitableAssetsYear1
Distribution Ratio Year10.585392DistributionRatioYear1
Qualifying Distributions Year284893QualifyingDistributionsYear2
Noncharitable Assets Year2215699NoncharitableAssetsYear2
Distribution Ratio Year20.393572DistributionRatioYear2
Qualifying Distributions Year380150QualifyingDistributionsYear3
Noncharitable Assets Year3200928NoncharitableAssetsYear3
Distribution Ratio Year30.398899DistributionRatioYear3
Qualifying Distributions Year4140490QualifyingDistributionsYear4
Noncharitable Assets Year4158913NoncharitableAssetsYear4
Distribution Ratio Year40.884069DistributionRatioYear4
Qualifying Distributions Year545037QualifyingDistributionsYear5
Distribution Ratio Year50.000000DistributionRatioYear5
Total Distribution Ratio2.261932TotalDistributionRatio
Average Distribution Ratio0.452386AverageDistributionRatio
Net Noncharitable Assets406195NetNoncharitableAssets
Adjusted Noncharitable Assets183757AdjustedNoncharitableAssets
One Percent Net Investment Income39OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One183796AdjNonchrtblAssetsAndOnePct
Qualifying Distributions266900QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax39InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal39Subtotal
Tax Based On Investment Income39TaxBasedOnInvestmentIncome
Tax Paid With Extension39TaxPaidWithExtension
Total Credits And Payments39TotalCreditsAndPayments
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
Expenses1266900Expenses1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances412381AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets412381TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets412381AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable6186CashDeemedCharitable
Net Noncharitable Assets406195NetNoncharitableAssets
Minimum Investment Return20310MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return20310MinimumInvestmentReturn
Tax Based On Investment Income39TaxBasedOnInvestmentIncome
Total Tax39TotalTax
Distributable Amount Before Adj20271DistributableAmountBeforeAdj
Distributable Amount Before Ded20271DistributableAmountBeforeDed
Distributable Amount As Adjusted20271DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions266900ExpensesAndContributions
Qualifying Distributions266900QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm39OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions266861AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted20271DistributableAmountAsAdjusted
Excess Distri Carryover Year543953ExcessDistriCarryoverYear5
Excess Distri Carryover Year4132544ExcessDistriCarryoverYear4
Excess Distri Carryover Year370137ExcessDistriCarryoverYear3
Excess Distri Carryover Year274123ExcessDistriCarryoverYear2
Excess Distri Carryover Year1215970ExcessDistriCarryoverYear1
Total Excess Distri Carryover536727TotalExcessDistriCarryover
Qualifying Distributions266900QualifyingDistributions
Applied To Current Year20271AppliedToCurrentYear
Remaining Distri From Corpus246629RemainingDistriFromCorpus
Total Corpus783356TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year543953ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year739403ExcessDistriCyovToNextYear
Excess From Year4132544ExcessFromYear4
Excess From Year370137ExcessFromYear3
Excess From Year274123ExcessFromYear2
Excess From Year1215970ExcessFromYear1
Excess From Current Year246629ExcessFromCurrentYear

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 (7 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
CONGREGATION BNAI YESHIA
125 HEYWARD STREETBROOKLYNNY11206N/ARELIGIOUS & CHARITABLE$96,200
MIKVE TAHARE DIVREI CHAIM OF WOODBURN
199 LEE AVENUE PMB 221BROOKLYNNY11211N/ARELIGIOUS & CHARITABLE$12,000
OHR TORAH
4615 14TH AVENUEBROOKLYNNY11219N/ARELIGIOUS & CHARITABLE$3,600
YESHIVA BETH JOSEPH
135 ROSS STREETBRROKLYNNY11211N/ARELIGIOUS & CHARITABLE$150,000
MESAMCHE LEV-VIYOEL MOISHE INC
51 ROSS STREETBROOKLYNNY11211N/ARELIGIOUS & CHARITABLE$1,000
TALMUD TORAH BETH YECHIEL
PINES BRIDGE ROADMT KISCONY10549N/ARELIGIOUS & CHARITABLE$3,600
MISC ORGANIZED CHARITIES
UNDER 1000BROOKLYNNY11205N/ARELIGIOUS & CHARITABLE$500
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year266900TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$3,927ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$3,927ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA3927TotalPartXVIA

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 Contributions337510AggregateContributions
Person Contribution TypeXPersonContributionType

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

FieldValueIRS element (for citing)
DescriptionLOANS & EXCHANGESDescription
BOY Book Value79728BOYBookValue

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

FieldValueIRS element (for citing)
DescriptionLOANS & EXCHANGESDescription
BOY Book Value79728BOYBookValue

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

FieldValueIRS element (for citing)
DescriptionLOANS & EXCHANGESDescription
BOY Book Value79728BOYBookValue

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

FieldValueIRS element (for citing)
DescriptionFEDERAL TAXDescription
Amount$41Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionBANK CHARGESDescription
Revenue And Expenses Per Books35RevenueAndExpensesPerBooks

Taxes Schedule TaxesSchedule

Taxes Taxes

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