DENISE A AND EUGENE W CHINERY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DENISE A AND EUGENE W CHINERY FOUNDATION INC (EIN 22-3705537)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202403199349100840
- 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
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T09:04:42-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 Woodbridge Ctr Dr Ste 400 | AddressLine1Txt |
| City | Woodbridge | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07095 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223705537 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DENISE A& EUGENE CHINERY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | c/o Jayne Kurzman Esq | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JAYNE KURZMAN | InCareOfNm |
| Business Name Control | DENI | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | DavidsonDC60 East 42nd St38 Fl | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10165 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jayne Kurzman | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 2125577937 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jason Sorrentino | PreparerPersonNm |
| PTIN | P00853570 | PTIN |
| Phone | 7327500900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,763,615 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,049,410 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $31,820 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,820 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,658 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $513,286 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,536 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $5,076,572 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,820 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,536 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $17,763 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $609 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $209 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $4,312 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,312 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $22,684 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,521 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $47,684 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,521 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,028,888 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,299 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,536 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $836 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,913 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,913 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $302,222 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,983,221 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,759,702 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $303,058 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,987,134 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,763,615 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $302,949 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,331,837 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $302,949 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,331,837 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $302,949 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,331,837 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $302,949 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,028,888 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,331,837 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,331,837 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| UBS V6 34588 ST | $268,348 | $266,812 | $1,536 | $1,536 | |
| UBS V6 34588 LT | $242,622 | $251,200 | -$8,510 | -$8,578 | |
| CAPITAL GAIN DIVIDENDS | $2,316 | P | |||
| CAPITAL GAIN DIVIDENDS | $2,316 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$4,658 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,536 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $379 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $379 | SubtotalAmt |
| Tax Based On Investment Income | $379 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $316 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $816 | TotalPaymentsAndCreditsAmt |
| Overpayment | $437 | OverpaymentAmt |
| Applied To ES Tax | $437 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAYNE KURZMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125577937 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 EAST END AVENUE | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY4 | 2018 | UndistributedIncomePY4Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KENNETH WESSEL | ||||||||
| 241 SEA OAK DRIVE | VERO BEACH | FL | 32963 | Trustee | 0 | $0 | $0 | $0 |
| JAYNE M KURZMAN | ||||||||
| 2 EAST END AVENUE | NEW YORK | NY | 10075 | PRESIDENT | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,654,920 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,012 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,673,932 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,673,932 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,109 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,648,823 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $82,441 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $82,441 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $379 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $379 | TotalTaxAmt |
| Distributable Before Adj | $82,062 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $82,062 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $82,062 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $25,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $82,062 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $18,126 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $455 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $25,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $18,126 | AppliedToYear1Amt |
| Applied To Current Year | $6,874 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $455 | PriorYearUndistributedIncmAmt |
| Taxable1 | $455 | Taxable1Amt |
| Undistributed Income CY | $75,188 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Spectrum for Living | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 Rivervale Rd | AddressLine1Txt |
| City | River Vale | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07675 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Grant Or Contribution Purpose | CHARITABLE CONTRIBUTION | GrantOrContributionPurposeTxt |
| Amt | $25,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,820 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$4,658 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $27,162 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,162 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Estate of Eugene Chinery | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | JKurzmanD DC60 East 42nd St-38 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101653802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,049,410 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (53 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 501 INVESCO QQQ TRUST EFT | $164,316 | $205,169 |
| 46 ISHARES U.S. CONSUMER STAPL | $9,496 | $8,819 |
| 107 ISHARES U.S. BASIC MATERIA | $0 | $0 |
| 324 ISHARES NORTH AMERICA NAT | $0 | $0 |
| 90 ISHARES US OIL & GAS | $0 | $0 |
| 33 ISHARES US HEALTHCARE PROVI | $0 | $0 |
| 175 ISHARES US BROKER-DEALERS | $0 | $0 |
| 174 ISHARES US INSURANCE | $15,907 | $17,422 |
| 1563 SPDR S&P 500 ETF | $646,010 | $742,909 |
| 1444 VANGUARD FTSE EMERGING MA | $58,229 | $59,348 |
| 151 WISDOMTREE TR EM EX ST-OWN | $4,140 | $4,361 |
| 552 WCM FOCUSED INTL GROWTH | $0 | $0 |
| 1532 ALPHA CENTRIC INCOME | $0 | $0 |
| 1022 ANGEL OAK MULTI-STRATEGY | $0 | $0 |
| 2183 BRAMSHILL MULTI STRATEGY | $0 | $0 |
| 465 GUGGENHEIM MARCO OPPORTUNT | $77,253 | $78,587 |
| 2085 GUGGENHEIM MARCO OPPORTUN | $134,140 | $134,780 |
| 1500 JP MORGAN CORE PLUS FUND | $0 | $0 |
| 632 ISHARES S&P GSCI COMMDITY | $0 | $0 |
| US TREASURY BILL | $73,982 | $74,978 |
| US TREASURY BILL | $404,803 | $412,751 |
| ALPHABET INC | $225,630 | $321,287 |
| AMAZON.COM | $43,764 | $68,373 |
| APPLE INC | $600,132 | $798,999 |
| BERKSHIRE HATHWAY INC | $83,863 | $97,011 |
| BLACKSTONE INC | $74,879 | $121,756 |
| INTEL CORP | $21,620 | $37,688 |
| JPMORGAN CHASE | $258,356 | $331,695 |
| PROCTER & GAMBLE CO | $44,753 | $43,962 |
| WALMART INC | $60,223 | $63,060 |
| 2828 ENERGY SELECT SECTOR | $239,355 | $237,099 |
| 1572 HEALTH SELECT SECTOR | $201,832 | $214,389 |
| 228 INDUSTRIAL SELECT SECTOR | $22,752 | $25,990 |
| 797 ISHARES MSCI JAPAN ETF | $48,478 | $51,120 |
| 33 ISHARES CORE S&P SMALL-CAP | $15,571 | $15,762 |
| 25 ISHARES RUSSELL 2000 ETF | $4,707 | $5,018 |
| 16 ISHARES SEMICONDUCTOR ETF | $7,050 | $9,218 |
| 62 ISHARES EXPANDED TECH | $20,267 | $25,150 |
| 111 ISHARES US AEROSPACE | $12,511 | $14,053 |
| 119 ISHARES US HOME CONSTR | $8,199 | $12,106 |
| 750 SPDR S&P 600 S/C GROWTH | $56,571 | $62,722 |
| 640 VANGUARD INFORMATION TECH | $215,037 | $309,760 |
| 2355 EATON VANCE ATLANTA CAP | $89,020 | $89,172 |
| 588 FUND CLASS INSTL | $11,999 | $13,380 |
| 31430 BRAMSHILL STRATEGY INCOM | $198,465 | $202,093 |
| 5441 LOOMIS SAYLES INVESTMENT | $53,078 | $53,977 |
| AMER EXPRESS CO NTS | $98,506 | $99,728 |
| TRUIST FINANCIAL CORP | $98,709 | $101,792 |
| MICRON TECHNOLOGY INC | $102,338 | $108,185 |
| LOWES COS INC | $94,017 | $102,110 |
| US TREASURY NOTE | $199,262 | $198,976 |
| US TREASURY NOTE | $171,277 | $171,716 |
| 339 ISHARES GOLD TR | $12,724 | $13,231 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBS 34588 V6 FEES | Desc |
| Revenue And Expenses Per Books | $4,312 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,312 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAXES | $400 | |
| FOREIGN TAXES | $209 | $209 |
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