CHRISSY MEMORIAL FUND: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
CHRISSY MEMORIAL FUND (EIN 22-3825356)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-04-23
IRS object ID
202411149349100131
Schema version
2023v5.0
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)
Return2024-04-23T14:39:37-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN221478099PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1101 CRAWFORDS CORNER ROAD STE 2316AddressLine1Txt
CityHOLMDELCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07733ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223825356EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CHRISSY MEMORIAL FUND A NJBusinessNameLine1Txt
Business Name Line2NONPROFIT CORPORATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCHRIBusinessNameControlTxt
Phone7327470808PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line115 SYCAMORE AVEAddressLine1Txt
CityLITTLE SILVERCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07739ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPHILIP J SHAHEENPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7327470808PhoneNum
Signature2024-04-19SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPHILIPPersonFirstNm
Person LastSHAHEENPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROCCO MAROTTIPreparerPersonNm
PTINP01270140PTIN
Phone7325780700PhoneNum
Preparation2024-04-17PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$41,615FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$6,100ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$1,605DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,605DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$7,705TotalRevAndExpnssAmt
Total Net Invst Incm$1,605TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Expenses Rev And Expnss$331OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$270OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$61OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$331TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$270TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$61TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$17,579ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$17,579ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$17,910TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$270TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$17,640TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$10,205ExcessRevenueOverExpensesAmt
Net Investment Income$1,335NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$51,320SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$41,115SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$41,115SavAndTempCashInvstEOYFMVAmt
Other Assets BOY$500OtherAssetsBOYAmt
Other Assets EOY$500OtherAssetsEOYAmt
Other Assets EOYFMV$500OtherAssetsEOYFMVAmt
Total Assets BOY$51,820TotalAssetsBOYAmt
Total Assets EOY$41,615TotalAssetsEOYAmt
Total Assets EOYFMV$41,615TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$51,820RetainedEarningBOYAmt
Retained Earning EOY$41,615RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$51,820TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$41,615TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$51,820TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$41,615TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$51,820TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$10,205ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$41,615SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$41,615TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$19InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$19SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$19TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$19TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksPHILIP J SHAHEENIndividualWithBooksNm
Phone7327474326PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line115 SYCAMORE AVENUEAddressLine1Txt
CityLITTLE SILVERCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07739ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PHILIP SHAHEEN
26 TAN VAT ROADLOCUSTNJ07760TRUSTEE10.00$0$0$0
TIMOTHY J SHAHEEN
15 SYCAMORE AVENUELITTLE SILVERNJ07739TRUSTEE5.00$0$0$0
V DAVID SHAHEEN
116 OCEANPORT AVENUELITTLE SILVERNJ07739TRUSTEE5.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$13,388AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$13,388TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$13,388AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$201CashDeemedCharitableAmt
Net Vl Noncharitable Assets$13,187NetVlNoncharitableAssetsAmt
Minimum Investment Return$659MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$659MinimumInvestmentReturnAmt
Tax Based On Investment Income$19TaxBasedOnInvestmentIncomeAmt
Total Tax$19TotalTaxAmt
Distributable Before Adj$640DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$640DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$640DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$17,640ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$17,640QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$640DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$5,753ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$12,309ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$4,933ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$12,160ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$8,844ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$43,999TotalExcessDistributionCyovAmt
Qualifying Distributions$17,640QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$640AppliedToCurrentYearAmt
Remaining Distri From Corpus$17,000RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$60,999TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$5,753ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$55,246ExcessDistriCyovToNextYrAmt
Excess From Year4$12,309ExcessFromYear4Amt
Excess From Year3$4,933ExcessFromYear3Amt
Excess From Year2$12,160ExcessFromYear2Amt
Excess From Year1$8,844ExcessFromYear1Amt
Excess From Current Year$17,000ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPHILIP SHAHEENContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MARY'S PLACE BY THE SEA
22 MAIN AVEOCEAN GROVENJ07756PCUNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE.$5,000
MONMOUTH MEDICAL FOUNDATION
300 SECOND AVENUELONG BRANCHNJ07740PCUNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE.$5,000
NAVY SEAL FOUNDATION
1619 D STREETVIRGINIA BEACHVA23459PCUNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE.$1,579
NEW JERSEY INTERNATIONAL
28 NORTH LOCUST AVENUEWEST LONG BRANCHNJ07764PCUNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE.$1,000
NEW YORK ROAD RUNNER
156 W 56TH STNEW YORKNY10019PCUNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE.$1,000
SPECIAL OLYMPICS OF NEW JERSEY
1 EUNICE KENNEDY SHRIVER WAYLAWRENCEVILLENJ08648PCUNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE.$1,000
ST JOHN RESCUE INC
PO BOX 1225ST JOHNVI00831PCUNRESTRICTED SUPPORT OF THE ORGANIZATION'S EXEMPT PURPOSE.$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$17,579TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,605ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,605ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,605TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

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 Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1PHILIP SHAHEENBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line126 TAN VAT ROADAddressLine1Txt
CityLOCUSTCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07760ZIPCd
FieldValueIRS element (for citing)
Total Contributions$6,100TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescOTHERDesc
BOY Book Value$500BOYBookValueAmt
EOY Book Value$500EOYBookValueAmt
EOYFMV$500EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$270$270$0
STATE OF NJ$61$0$61

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