THE CHAZEN FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE CHAZEN FOUNDATION (EIN 13-3229474)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-07-31
IRS object ID
202442139349100304
Schema version
2023v5.1
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)
Return2024-07-31T09:16:40-05:00ReturnTs
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 Line11301 AVENUE OF THE AMERICASAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133229474EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CHAZEN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHAZBusinessNameControlTxt
Phone2128887800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO COHNREZNICK 1301 6TH AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSIMONA CHAZENPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2128887800PhoneNum
Signature2024-07-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVE KREINIKPreparerPersonNm
PTINP00839914PTIN
Phone2122970400PhoneNum
Preparation2024-07-15PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,695,684FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$414,435ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$9,075InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$9,075InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$247,352DividendsRevAndExpnssAmt
Dividends Net Invst Incm$247,352DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$149,126NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,727,336GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$149,126CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$819,988TotalRevAndExpnssAmt
Total Net Invst Incm$405,553TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,000LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,000LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,667AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,333AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$17,500OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$8,750OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$8,750OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$5,068TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,068TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$75,250OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$75,000OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$250OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$103,818TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$86,485TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$13,333TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$471,220ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$471,220ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$575,038TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$86,485TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$484,553TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$244,950ExcessRevenueOverExpensesAmt
Net Investment Income$319,068NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$317,619SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,787,660SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,787,660SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$6,649,378CorporateStockBOYAmt
Corporate Stock EOY$5,417,802CorporateStockEOYAmt
Corporate Stock EOYFMV$9,908,024CorporateStockEOYFMVAmt
Total Assets BOY$6,966,997TotalAssetsBOYAmt
Total Assets EOY$7,205,462TotalAssetsEOYAmt
Total Assets EOYFMV$11,695,684TotalAssetsEOYFMVAmt
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$6,966,997RetainedEarningBOYAmt
Retained Earning EOY$7,205,462RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,966,997TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,205,462TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,966,997TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,205,462TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,966,997TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$244,950ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$7,211,947SubtotalAmt
Other Decreases$6,485OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,205,462TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
TRUIST# 9456P2023-01-012023-12-31$740,937$740,937$0$0
TRUIST# 9456P2023-01-012023-12-31$1,398,927$1,231,577$167,350$167,350
TRUIST# 9456P2023-01-012023-12-31$587,353$605,696-$18,343-$18,343
CAPITAL GAINS DIVIDENDSP$119$119$119
FieldValueIRS element (for citing)
Capital Gain Net Income$149,126CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,435InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,435SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,435TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,772EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$5,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$12,772TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$8,337OverpaymentAmt
Applied To ES Tax$8,337AppliedToESTaxAmt
Refund$0RefundAmt

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 StateNYOrgReportOrRegisterStateCd
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 AddressCHAZEN.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK LLPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2128887800PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11301 6TH AVEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd
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 Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
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

FieldValueIRS element (for citing)
PersonSIMONA CHAZENPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O COHNREZNICK 1301 6TH AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos0.25AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$9,500,175AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,230,278AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,730,453TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,730,453AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$160,957CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,569,496NetVlNoncharitableAssetsAmt
Minimum Investment Return$528,475MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$528,475MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,435TaxBasedOnInvestmentIncomeAmt
Total Tax$4,435TotalTaxAmt
Distributable Before Adj$524,040DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$524,040DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$524,040DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$484,553ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$484,553QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$524,040DistributableAsAdjustedAmt
Undistributed Income PY$342,867UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$484,553QualifyingDistributionsAmt
Applied To Year1$342,867AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$141,686AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$382,354UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
92ND STREET Y
1395 LEXINGTON AVENEW YORKNY10128NONEPUBLIC CHARITYGENERAL SUPPORT$50,000
AMERICAN CRAFT COUNCIL
PO BOX 8567BIG SANDYTX75755NONEPUBLIC CHARITYGENERAL SUPPORT$200
ANDREW GOODMAN FOUNDATION
PO BOX 394MAHWAHNJ07430NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
ASPEN COMMUNITY FOUNDATION
455 GOLD RIVERS COURT SUITE 515BASALTCO81621NONEPUBLIC CHARITYGENERAL SUPPORT$5,000
ASSOCIATION OF ISRAEL'S DECORATIVE ARTS
110 EAST 59TH STREET 26TH FLOORNEW YORKNY10022NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
BERGSTROM-MAHLER MUSEUM OF GLASS
165 N PARK AVENEENAHWI54956NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
CENTER FOR SAFETY & CHANGE
9 JOHNSONS LANENEW YORKNY10956NONEPUBLIC CHARITYGENERAL SUPPORT$25,000
CHILDREN'S MUSEUM OF MANHATTAN
212 W 83RD STNEW YORKNY10024NONEPUBLIC CHARITYGENERAL SUPPORT$305
EDWARD HOPPER HOUSE
82 NORTH BROADWAYNYACKNY10960NONEPUBLIC CHARITYGENERAL SUPPORT$250
FRIENDS OF THE SMITHSONIAN
PO BOX 37012 MRC 712WASHINGTONDC20013NONEPUBLIC CHARITYGENERAL SUPPORT$55
HIGH JUMP
820 W JACKSON BOULEVARD SUITE 310CHICAGOIL60607NONEPUBLIC CHARITYGENERAL SUPPORT$5,000
IMPACT ISRAEL
200 HIGHLAND AVENUE SUITE 301NEEDHAMMA02494NONEPUBLIC CHARITYGENERAL SUPPORT$5,000
JAZZ AT LINCOLN CENTER
162 WEST 56TH STREET SUITE 405NEW YORKNY10019NONEPUBLIC CHARITYGENERAL SUPPORT$10,000
JCC ROCKLAND
450 ROADWEST NYACKNY10994NONEPUBLIC CHARITYGENERAL SUPPORT$25,000
JEWISH EDUCATION PROJECT
520 EIGHTH AVENUE 15TH FLOORNEW YORKNY10018NONEPUBLIC CHARITYGENERAL SUPPORT$5,000
JEWISH FEDERATION
450 ROADWEST NYACKNY10994NONEPUBLIC CHARITYGENERAL SUPPORT$25,000
JEWISH NATIONAL FUND
78 RANDALL AVENUEROCKVILLE CENTRENY11570NONEPUBLIC CHARITYGENERAL SUPPORT$2,500
LINCOLN CENTER FOR THE PERFORMING ARTS
70 LINCOLN CENTER PLAZA 9TH FLOORNEW YORKNY10023NONEPUBLIC CHARITYGENERAL SUPPORT$10,000
LUPUS RESEARCH ALLIANCE
270 MADISON AVENUE SUITE 300NEW YORKNY10016NONEPUBLIC CHARITYGENERAL SUPPORT$25,000
MADISON COMMUNITY FOUNDATION
111 N FAIRCHILD STREET SUITE 260MADISONWI53703NONEPUBLIC CHARITYGENERAL SUPPORT$10,000
METROPOLITAN OPERA
LINCOLN CENTERNEW YORKNY10023NONEPUBLIC CHARITYGENERAL SUPPORT$10,000
MONTEFIORE NYACK HOSPITAL FOUNDATION
160 N MIDLAND AVENUENYACKNY10960NONEPUBLIC CHARITYGENERAL SUPPORT$10,000
MUSEUM OF ARTS AND DESIGN
11 WEST 53RD STREETNEW YORKNY10019NONEPUBLIC CHARITYGENERAL SUPPORT$50,000
NEWPORT FESTIVALS FOUNDATION INC
PO BOX 3865NEWPORTRI02840NONEPUBLIC CHARITYGENERAL SUPPORT$25,000
NYACK FIRE DEPARTMENT
PO BOX 91UPPER NYACKNY10960NONEPUBLIC CHARITYGENERAL SUPPORT$100
NYACK LIBRARY
59 S BROADWAYNYACKNY10960NONEPUBLIC CHARITYGENERAL SUPPORT$500
NYPIRG
9 MURRAY STREETNEW YORKNY10007NONEPUBLIC CHARITYGENERAL SUPPORT$1,500
OBAMA PRESIDENTIAL CENTER
PO BOX 758642TOPEKAKS66675NONEPUBLIC CHARITYGENERAL SUPPORT$250
OPERA LAFAYETTE
921 PENNSYLVANIA AVE SEWASHINGTONDC20003NONEPUBLIC CHARITYGENERAL SUPPORT$2,500
PENGUIN REP THEATRE
PO BOX 91STONY POINTNY10980NONEPUBLIC CHARITYGENERAL SUPPORT$10,000
PEOPLE TO PEOPLE
121 WEST NYACK ROADNANUETNY10954NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
RACINE ART MUSEUM
441 MAIN STREETRACINEWI53403NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
RICHARD TUCKER MUSIC FOUNDATION
1790 BROADWAY SUITE 715NEW YORKNY10019NONEPUBLIC CHARITYGENERAL SUPPORT$10,000
ROCKLAND COUNTRY PRIDE CENTER
28 S FRANKLIN STNAYAKNY10960NONEPUBLIC CHARITYGENERAL SUPPORT$100,000
ROCKLAND COMMUNITY FOUNDATION
PO BOX 323NEW CITYNY10956NONEPUBLIC CHARITYGENERAL SUPPORT$5,000
ROCKLAND CONSERVATORY OF MUSIC
45 S MAIN STPEARL RIVERNY10965NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
THE REFORM TEMPLE OF ROCKLAND
330 NORTH HIGHLAND AVENEW YORKNY10960NONEPUBLIC CHARITYGENERAL SUPPORT$10,000
UNITED HOSPICE OF ROCKLAND
11 STOKUM LANENEW CITYNY10956NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
URBAN GLASS
647 FULTON STREET 3RD FLOORBROOKLYNNY11217NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
UW FOUNDATION CHAZEN MUSEUM OF ART
800 UNIVERSITY AVEMADISONWI53706NONEPUBLIC CHARITYGENERAL SUPPORT$10,000
UW HILLEL
611 LANGDON STREETMADISONWI53703NONEPUBLIC CHARITYGENERAL SUPPORT$5,000
VCS INC
77 SOUTH MAIN STREENEW CITYNY10956NONEPUBLIC CHARITYGENERAL SUPPORT$5,000
WNET
825 EIGHT AVENUENEW YORKNY10019NONEPUBLIC CHARITYGENERAL SUPPORT$5,060
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$471,220TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,075ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$247,352ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$149,126ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$405,553ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$405,553TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
JEROME A CHAZEN 2001 TRUST FBO SUZANNE PARKER
1260 MADISON AVENUENEW YORKNY10016$395,036Yes (X)
THE JEROME CHAZEN 2001 TRUST FBO ADAM PARKER AND JOSHUA PARKER
2260 MADISON AVENUENEW YORKNY10016$19,398Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryOUTSIDE ACCOUNTING & TAX SERVICESCategoryTxt
Amt$5,000Amt
Net Investment Income$1,667NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,333DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
12915 UNITS ISHARES CORE S&P 500 ETF$2,573,750$6,168,591
10798 UNITS OF WISDOMTREE EUROPE HEDGE EQUITY FUND$268,260$462,694
1790 UNITS OF VANGUARD SMALL-CAP ETF$266,131$381,861
28117 UNITS OF ARES CAPITAL CORP$530,365$563,184
3140 UNITS OF VANGUARD DIVIDEND APPRECIATION INDEX FUND$375,310$535,056
2093 UNITS OF VANGUARD MID-CAP GROWTH INDEX FUND$263,057$459,560
4483 UNITS OF INVESCO NASDAQ 100 ETF$596,612$755,565
8266 UNITS OF ISHARES CORE MSCI EAFE ETF$544,317$581,513

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$1,000LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,000DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSSESDesc
Amt$6,485Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT & CUSTODIAN FEES$75,000$75,000$0
NYS FILING FEE$250$0$250

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBOOKKEEPING & ADMINISTRATIONCategoryTxt
Amt$17,500Amt
Net Investment Income$8,750NetInvestmentIncomeAmt
Disbursements Charitable Prps$8,750DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX ON DIVIDENDS$1,068$1,068$0
FEDERAL EXCISE TAX$4,000$0$0

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