COMMUNITY FOR EDUCATION FOUNDATION OVERCOMING OBSTACLES: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOR EDUCATION FOUNDATION OVERCOMING OBSTACLES (EIN 95-4367454)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-14
- IRS object ID
- 202221349349100302
- Schema version
- 2020v4.0
- 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
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-14T07:33:05-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112461669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SILVERCREST FINANCIAL SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 COURT SQUARE SUITE 101 | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954367454 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOR EDUCATION FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | DBA OVERCOMING OBSTACLES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 2126490600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 AVENUE OF THE AMERICAS 38 FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALLEN LAUFER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2126490615 | PhoneNum |
| Signature | 2022-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALLEN | PersonFirstNm |
| Person Last | LAUFER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONNA STEFANELLI | PreparerPersonNm |
| PTIN | P00849568 | PTIN |
| Phone | 4349774420 | PhoneNum |
| Preparation | 2022-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,664,362 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $76,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $287,672 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $257,788 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $287,672 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $194,847 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,467,348 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $194,847 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $22,493 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $558,519 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $452,635 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $310,165 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $120,700 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $120,700 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $57,083 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $57,083 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $21,322 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $21,322 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $187,677 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,165 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $58,097 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $148,716 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,500 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $8,500 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $1,610 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $7,892 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,892 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $213,758 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $213,758 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $618,542 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,165 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $66,597 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $569,471 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $618,542 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,165 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $66,597 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $569,471 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$60,023 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $417,470 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $243,568 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $103,518 | CashBOYAmt |
| Cash EOY | $59,956 | CashEOYAmt |
| Cash EOYFMV | $59,956 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $189,125 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $161,817 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $161,817 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,350,813 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,377,208 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,377,208 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $64,248 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $42,497 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $7,652 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $21,751 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $21,751 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $33,741 | OtherAssetsBOYAmt |
| Other Assets EOY | $43,630 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $43,630 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,684,849 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,664,362 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,664,362 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $41,992 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $43,848 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $41,992 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $43,848 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $8,042,857 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $10,020,514 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $600,000 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $600,000 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,642,857 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,620,514 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,684,849 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,664,362 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,642,857 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$60,023 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,037,680 | OtherIncreasesAmt |
| Subtotal | $10,620,514 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,620,514 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MARKETABLE SECURITIES | P | 2021-01-01 | 2021-12-31 | $260,221 | $258,334 | $1,887 | $1,887 |
| MARKETABLE SECURITIES | P | 2010-01-01 | 2021-12-31 | $1,398,747 | $1,291,444 | $107,303 | $107,303 |
| MARKETABLE SECURITIES | P | 2021-01-01 | 2021-12-31 | $34,784 | $13,954 | $20,830 | $20,830 |
| MARKETABLE SECURITIES | P | 2010-01-01 | 2021-12-31 | $186,144 | $120,955 | $65,189 | $65,189 |
| MARKETABLE SECURITIES | P | 2021-01-01 | 2021-12-31 | $66,513 | $66,737 | -$224 | -$224 |
| MARKETABLE SECURITIES | P | 2010-01-01 | 2021-12-31 | $335,939 | $335,695 | $244 | $244 |
| MARKETABLE SECURITIES | P | 2010-01-01 | 2021-12-31 | $185,000 | $185,382 | -$382 | -$382 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $194,847 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $22,493 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,803 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,803 | SubtotalAmt |
| Tax Based On Investment Income | $5,803 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,440 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $8,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $12,440 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,637 | OverpaymentAmt |
| Applied To ES Tax | $6,637 | 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 | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | 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 | WWW.OVERCOMINGOBSTACLES.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CO SILVERCREST ASSET MGMT GROUP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126490600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 AVENUE OF THE AMERICAS | AddressLine1Txt |
| Address Line2 | 38TH FL | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 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 |
|---|---|---|---|---|---|---|---|---|
| JILL S CHALSTY | ||||||||
| C/O SILVERCREST 1330 6TH AVE 38 FL | NEW YORK | NY | 10019 | CHAIRPERSON | 20.00 | $0 | $0 | $0 |
| MICHAEL D GELFAND | ||||||||
| C/O SILVERCREST 1330 6TH AVE 38 FL | NEW YORK | NY | 10019 | SECRETARY | 2.00 | $0 | $0 | $0 |
| SANDRA BROSSARD | ||||||||
| C/O SILVERCREST 1330 6TH AVE 38 FL | NEW YORK | NY | 10019 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| GEOFFREY STERN | ||||||||
| C/O SILVERCREST 1330 6TH AVE 38 FL | NEW YORK | NY | 10019 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| JAMES E BUCKMAN | ||||||||
| C/O SILVERCREST 1330 6TH AVE 38 FL | NEW YORK | NY | 10019 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| JOHN S CHALSTY | ||||||||
| C/O SILVERCREST 1330 6TH AVE 38 FL | NEW YORK | NY | 10019 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| VERONE H KENNEDY | ||||||||
| C/O SILVERCREST 1330 6TH AVE 38 FL | NEW YORK | NY | 10019 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| LISA MARINO | ||||||||
| C/O SILVERCREST 1330 6TH AVE 38 FL | NEW YORK | NY | 10019 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| EVA BAUCOM | ||||||||
| C/O SILVERCREST 1330 6TH AVE 38 FL | NEW YORK | NY | 10019 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| VALERIE ROWE | ||||||||
| C/O SILVERCREST 1330 6TH AVE 38 FL | NEW YORK | NY | 10019 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| J CODY FITZSIMMONS | ||||||||
| C/O SILVERCREST 1330 6TH AVE 38 FL | NEW YORK | NY | 10019 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| VINCENZO CAPONE | ||||||||
| C/O SILVERCREST 1330 6TH AVE 38 FL | NEW YORK | NY | 10019 | BOARD MEMBER | 40.00 | $120,000 | $0 | $0 |
| ROSSANA VILLAFLOR | ||||||||
| C/O SILVERCREST 1330 6TH AVE 38 FL | NEW YORK | NY | 10019 | BOARD MEMBER | 1.00 | $700 | $0 | $0 |
| GARY WRINKLE | ||||||||
| C/O SILVERCREST 1330 6TH AVE 38 FL | NEW YORK | NY | 10019 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ALLEN LAUFER | ||||||||
| C/O SILVERCREST 1330 6TH AVE 38 FL | NEW YORK | NY | 10019 | TREASURER | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BLUE ION LLC | |||||
| PO BOX 21691 | CHARLESTON | SC | 29413 | COMMUNICATIONS | $142,276 |
| SILVERCREST ASSET MGMT GROUP | |||||
| C/O SILVERCREST 230 COURT SQUARE | CHARLOTTESVILLE | VA | 22902 | FINANCIAL | $74,961 |
| 1600 AMPHITHEATRE PARKWAY | MOUNTAIN VIEW | CA | 94043 | VARIOUS | $54,786 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PUBLISHES AND PROVIDES THE OVERCOMING OBSTACLES LIFE SKILLS EDUCATION CURRICULUM TO ALL K-12 EDUCATORS FOR FREE. | Description1Txt |
| Expenses1 | $569,471 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,300,358 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $313,556 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,613,914 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $9,613,914 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $144,209 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,469,705 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $473,485 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $569,471 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $569,471 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $569,471 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $569,471 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $569,471 | RemainingDistriFromCorpusAmt |
| Total Corpus | $569,471 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $243,568 | CurrentYearAmt |
| Year1 | $218,599 | Year1Amt |
| Total | $462,167 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $207,033 | CurrentYearAmt |
| Year1 | $185,809 | Year1Amt |
| Total | $392,842 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $569,471 | CurrentYearAmt |
| Year1 | $603,053 | Year1Amt |
| Total | $1,172,524 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $569,471 | CurrentYearAmt |
| Year1 | $603,053 | Year1Amt |
| Total | $1,172,524 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $315,657 | CurrentYearAmt |
| Year1 | $309,112 | Year1Amt |
| Total | $624,769 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JILL S CHALSTY | ContributingManagerNm |
| Contributing Manager | JOHN S CHALSTY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $287,672 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $194,847 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $482,519 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $482,519 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | Address Line2ContributorUSAddress/AddressLine2Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| JILL JOHN S CHALSTY | |||||||
| 1 | C/O SILVERCREST 1330 AVE OF AMERICA | 38TH FLOOR | NEW YORK | NY | 10019 | $15,000 | Yes (X) |
| NANCY JAMES BUCKMAN | |||||||
| 2 | C/O COMMUNITY FOR EDUCATION FDN | 1330 AVENUE OF THE AMERICAS 38 FL | NEW YORK | NY | 10019 | $10,000 | Yes (X) |
| ROWE FAMILY FOUNDATION | |||||||
| 3 | C/O COMMUNITY FOR EDUCATION FDN | 1330 AVENUE OF THE AMERICAS 38 FL | NEW YORK | NY | 10019 | $40,000 | Yes (X) |
| THE SHUBERT ORGANIZATION INC | |||||||
| 4 | C/O COMMUNITY FOR EDUCATION FDN | 1330 AVENUE OF THE AMERICAS 38 FL | NEW YORK | NY | 10019 | $10,000 | Yes (X) |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | DEPRECIATION | PropertyDesc |
| Current Year Expense | $1,610 | CurrentYearExpenseAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $10,377,208 | EOYBookValueAmt |
| EOYFMV | $10,377,208 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | DEPRECIABLE ASSETS | CategoryOrItemTxt |
| Cost Or Other Basis | $64,248 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $42,497 | AccumulatedDepreciationAmt |
| Book Value | $21,751 | BookValueAmt |
| EOYFMV | $21,751 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTANGIBLE ASSETS | $3,200 | $3,437 | $3,437 |
| ACCRUED DIVIDENDS/INTEREST | $30,541 | $40,193 | $40,193 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| OUTSIDE SERVICES | $191,979 | $191,979 |
| OFFICE EXPENSES | $11,257 | $11,257 |
| PROGRAM DEVELOPMENT | $4,461 | $4,461 |
| INSURANCE | $4,427 | $4,427 |
| TELEPHONE | $773 | $773 |
| BANK FEES | $717 | $717 |
| POSTAGE | $144 | $144 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $2,037,680 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $187,677 | Amt |
| Net Investment Income | $35,165 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $58,097 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $148,716 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | CategoryTxt |
| Amt | $8,500 | Amt |
| Adjusted Net Income | $8,500 | AdjustedNetIncomeAmt |
Comments