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DENISE A AND EUGENE W CHINERY FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
DENISE A AND EUGENE W CHINERY FOUNDATION INC (EIN 22-3705537)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-13
IRS object ID
202043189349100549
Schema version
2019v5.1
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)
Return2020-11-13T10:55:45-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line190 Woodbridge Ctr Dr Ste 400AddressLine1Txt
CityWoodbridgeCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07095ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223705537EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DENISE A& EUGENE CHINERY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% EUGENE W CHINERYInCareOfNm
Business Name ControlDENIBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1EUGENE CHINERY 870 UN PLAZA SuiteAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEUGENE CHINERYPersonNm
Person TitleOFFICERPersonTitleTxt
Phone2124216377PhoneNum
Signature2020-11-13SignatureDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address69.142.179.29IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id22856220203185000002FederalOriginalSubmissionId
Federal Original Submission Id2020-11-13FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id141A1131EF0A5F1D11CEB073CE93ED67A6811ACBAtSubmissionCreationDeviceId
At Submission Filing Device Id1DD6A4B74C95DA971854FBE870271F93DEF08AA4AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$376,445FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$7,460DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,460DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$6,520NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$160,027GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$6,521CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$13,980TotalRevAndExpnssAmt
Total Net Invst Incm$13,981TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$306TaxesRevAndExpnssAmt
Taxes Net Invst Incm$156TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$3,433OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,433OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$3,739TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,589TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,739TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,589TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$10,241ExcessRevenueOverExpensesAmt
Net Investment Income$10,392NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$4,982SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$22,970SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$22,970SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$294,221CorporateStockBOYAmt
Corporate Stock EOY$285,447CorporateStockEOYAmt
Corporate Stock EOYFMV$353,475CorporateStockEOYFMVAmt
Total Assets BOY$299,203TotalAssetsBOYAmt
Total Assets EOY$308,417TotalAssetsEOYAmt
Total Assets EOYFMV$376,445TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$299,203RetainedEarningBOYAmt
Retained Earning EOY$308,418RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$299,203TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$308,418TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$299,203TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$308,418TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$299,203TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$10,241ExcessRevenueOverExpensesAmt
Subtotal$309,444SubtotalAmt
Other Decreases$1,026OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$308,418TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
UBS V6 86129 ST$50,724$52,266-$1,542-$1,542
UBS V6 86129 LT$108,906$101,209$7,697$7,697
UBS V6 86129 UNDETERMINED$31$31
CAPITAL GAIN DIVIDENDS$366P
FieldValueIRS element (for citing)
Capital Gain Net Income$6,521CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$1,542NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxYes (true)LiableSection4942TaxInd

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$208InvestmentIncomeExciseTaxAmt
Subtotal$208SubtotalAmt
Tax Based On Investment Income$208TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$64EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$400ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$464TotalPaymentsAndCreditsAmt
Overpayment$256OverpaymentAmt
Applied To ES Tax$256AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1EUGENE W CHINERYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2124216377PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1870 UN PLAZAAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYYes (true)UndistributedIncomePYInd
Undistributed Income PY42018UndistributedIncomePY4Yr
Undistr Incm Sect4942a2 Not AppYes (true)UndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
EUGENE W CHINERY
870 UN PLAZAAPT 19FNEW YORKNY10017PRES./TREAS.0$0$0$0
KENNETH WESSEL
241 SEA OAK DRIVEVERO BEACHFL32963VICE PRESIDENT0$0$0$0
JAYNE M KURZMAN
2 EAST END AVENUENEW YORKNY10075SECRETARY0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$338,650AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$16,116AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$354,766TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$354,766AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,321CashDeemedCharitableAmt
Net Vl Noncharitable Assets$349,445NetVlNoncharitableAssetsAmt
Minimum Investment Return$17,472MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$17,472MinimumInvestmentReturnAmt
Tax Based On Investment Income$208TaxBasedOnInvestmentIncomeAmt
Total Tax$208TotalTaxAmt
Distributable Before Adj$17,264DistributableBeforeAdjAmt
Distributable Before Ded$17,264DistributableBeforeDedAmt
Distributable As Adjusted$17,264DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$0QualifyingDistributionsAmt
Adjusted Qualifying Distri$0AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$17,264DistributableAsAdjustedAmt
Undistributed Income PY$17,032UndistributedIncomePYAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$0QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
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
Taxable1$0Taxable1Amt
Taxable2$17,032Taxable2Amt
Undistributed Income CY$17,264UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNAContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,460ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$6,520ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$13,980ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$13,980TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
116 ISHARES TRUST CORE S&P SMA
43 ISHARES US CONSUMER SERVIC$6,247$9,814
45 ISHARES US AEROSPACE$5,331$9,994
289 VANGUARD FTSE EMERGING MAR$12,139$12,852
117 WISDOMTREE TRUST EUROPE$6,545$7,646
41 ISHARES PHLX SEMICONDUCTOR$8,436$10,295
45 ISHARES NORTH AMERN TECH$3,916$10,487
379 ISHARES MSCI EAFE ETF$23,111$26,318
178 ISHARES US REGL BANKS ETF
279 SPDR S&P 500 ETF TR$61,332$89,799
40 US MEDICAL DEVICES ETF$4,587$10,573
138 US BROKER DEALERS$9,331$9,453
102 INVESCO QQQ TRUST EFT$14,905$21,686
2244 CENTER COAST LMP FOCUS
826 MILLER CONVERTIBLE BOND
994 ALPHA CENTRIC INCOME$11,442$12,915
500 COHEN & STEERS PREFERRED
1596 EATON VANCE FLOATING RATE
1917 GUGGENHEIM TOTAL RETURN$51,317$51,991
683 NUVEEN SHORT DURATION
723 DOUBLELINE STRATEGIC
124 ISHARE MSCI JAPAN ETF$6,604$7,346
433 MATTHEWS PACIFIC TIGER$11,982$12,446
468 ANGEL OAK MULTI-STRATEGY$5,164$5,168
532 GUGGENHEIM MACRO$13,836$13,709
1624 JP MORGAN CORE PLUS FUND$13,630$13,709
669 ISHARES GOLD TRUST ETF$8,192$9,701
454 ISHARES SILVER TRUST ETF$7,400$7,573

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT IN INVESTMENTDesc
Amt$1,026Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescUBS 86129 2J FEESDesc
Revenue And Expenses Per Books$3,433RevenueAndExpensesPerBooksAmt
Net Investment Income$3,433NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL TAXES$150
FOREIGN TAXES$156$156

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