THE CHAZEN FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE CHAZEN FOUNDATION (EIN 13-3229474)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-12
- IRS object ID
- 201903169349102215
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-12T16:19:10-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222428965 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 529 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100174683 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133229474 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHAZEN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAZ | BusinessNameControlTxt |
| Phone | 2128887800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CITRIN COOPERMAN 529 FIFTH AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEROME CHAZEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2128887800 | PhoneNum |
| Signature | 2019-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICK DALY | PreparerPersonNm |
| PTIN | P00177980 | PTIN |
| Phone | 2126971000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.108.113.34 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-08 | IPDt |
| IP Tm | 17:41:11 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 909F7D5016A439BE6895B600A71337FCDDD25B95 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AFD397B51A15344684C7180A9300524A53779818 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,324,777 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $48 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $48 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $201,944 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $201,944 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $77,583 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,411,676 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $77,583 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $189 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $189 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $279,764 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $279,764 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,000 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,183 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,367 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,500 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,095 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,995 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $84,506 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $84,506 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,247 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27,975 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,272 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $172,398 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,653 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $114,645 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $107,530 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $107,530 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $279,928 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,653 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $222,175 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$164 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $230,111 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $169,576 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $160,816 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $160,816 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,568,581 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,637,662 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,137,781 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $118,555 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $105,988 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,376 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $10,804 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,804 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,804 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,867,516 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,915,270 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,324,777 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $22,250 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $74,502 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $22,250 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $74,502 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,845,266 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,840,768 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,845,266 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,840,768 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,867,516 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,915,270 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,845,266 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$164 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,845,102 | SubtotalAmt |
| Other Decreases | $4,334 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,840,768 | 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 |
|---|---|---|---|---|---|
| SUNTRUST #9456 | $471,218 | $593,425 | -$122,207 | -$122,207 | |
| SUNTRUST #9456 | $931,281 | $704,790 | $226,491 | $226,491 | |
| JPM DIRECT CORP FINANCE LLC | $9,177 | $9,177 | $9,177 | P | |
| FROM K-1S | $35,878 | -$35,878 | -$35,878 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $77,583 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $247,634 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,747,026 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.028311 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $475,585 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,945,121 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059859 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $961,176 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,670,474 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.110856 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,034,067 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,756,380 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.105989 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,556,073 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,579,531 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.147083 | DistributionYr5Rt |
| Total Distribution | 0.452098 | TotalDistributionRt |
| Average Distribution | 0.090420 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,285,495 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $839,594 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,301 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $841,895 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $222,175 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,602 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,602 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,602 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,530 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $8,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,530 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $62 | EsPenaltyAmt |
| Overpayment | $5,866 | OverpaymentAmt |
| Applied To ES Tax | $5,866 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | CHAZEN.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN & COLLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126971000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 529 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| JEROME CHAZEN | ||||||||
| 150 EAST 58TH STREET | NEW YORK | NY | 10155 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| SIMONA CHAZEN | ||||||||
| 150 EAST 58TH STREET | NEW YORK | NY | 10155 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,209,896 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $150,190 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $66,812 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,426,898 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,426,898 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $141,403 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,285,495 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $464,275 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $464,275 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,602 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,602 | TotalTaxAmt |
| Distributable Before Adj | $459,673 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $459,673 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $459,673 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $222,175 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $222,175 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $222,175 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $459,673 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,118,431 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $558,243 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $551,199 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $79,036 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $2,306,909 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $222,175 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $222,175 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $237,498 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $237,498 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,069,411 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $880,933 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,188,478 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $558,243 | ExcessFromYear4Amt |
| Excess From Year3 | $551,199 | ExcessFromYear3Amt |
| Excess From Year2 | $79,036 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JEROME CHAZEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| RICHARD TUCKER MUSIC FOUNDATION | ||||||||
| 1790 BROADWAY SUITE 715 | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | |
| MADISON COMMUNITY FOUNDATION | ||||||||
| 111 N FAIRCHILD ST 260 | MADISON | WI | 53703 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 | |
| VARIOUS ORGANIZED CHARITIES - 500 AND UNDER | ||||||||
| C/O CHAZEN CAPITAL PARTNERS 150 E | NEW YORK | NY | 10155 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $15,835 | 58TH ST |
| NEWPORT FESTIVALS FOUNDATION INC | ||||||||
| PO BOX 3865 | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $9,000 | |
| NATIONAL JEWISH HEALTH | ||||||||
| 1400 JACKSON STREET | DENVER | CO | 80206 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| JAZZ AT LINCOLN CENTER | ||||||||
| 3 COLUMBUS CIR 12 | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| METROPOLITAN OPERA | ||||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $3,360 | |
| COMMUNITY FOUNDATION OF ROCKLAND COUNTY | ||||||||
| HAVERSTRAW | NEW YORK | NY | 10927 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,790 | |
| CITYMEALS ON WHEELS | ||||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,750 | |
| THE REFORM TEMPLE OF ROCKLAND | ||||||||
| 330 NORTH HIGHLAND AVE | NEW YORK | NY | 10960 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,220 | |
| JEWISH NATIONAL FUND | ||||||||
| 42ND EAST 69TH STREET | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,200 | |
| NEW YORK YOUTH SYMPHONY | ||||||||
| 110 W 40TH ST | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| JAZZ FOUNDATION OF AMERICA | ||||||||
| 332 WEST 48TH STREET 6TH FLOOR | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| NEW YORK PUBLIC RADIO (WNYC) | ||||||||
| 160 VARICK STREET 8TH FLOOR | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | GENRAL SUPPORT | $1,500 | |
| PENGUIN REP THEATER | ||||||||
| 7 CRICKETOWN RD STONY POINT | NEW YORK | NY | 10980 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,400 | |
| ROCKLAND COUNTRY PRIDE CENTER | ||||||||
| 28 S FRANKLIN ST NYACK | NEW YORK | NY | 10960 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,225 | |
| MUSEUM AT ELDRIDGE STREET | ||||||||
| 12 ELDRIDGE STREET | NEW YORK | NY | 10002 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| FRIENDS OF ETHIOPLAN JEWS | ||||||||
| PO BOX 960059 | BOSTON | MA | 02196 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| DAMON RUNYON CANCER RESEARCH FOUNDATION | ||||||||
| 55 BROADWAY | NEW YORK | NY | 10006 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| THE JEWISH MUSEUM | ||||||||
| 1109 5TH AVENUE | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| ALVIN AILEY DANCE FOUNDATION INC | ||||||||
| 405 W 55TH ST | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| AMERICAN CIVIL LIBERTIES UNION (ACLU) | ||||||||
| 125 BROAD ST | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $650 | |
| LUPUS RESEARCH ALLIANCE | ||||||||
| 275 MADISON AVE | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $600 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $107,530 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $201,944 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $189 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $77,583 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $279,764 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $279,764 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OUTSIDE ACCOUNTING & TAX SERVICES | CategoryTxt |
| Amt | $18,550 | Amt |
| Net Investment Income | $6,183 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,367 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 11428 UNITS ISHARES CORE S&P 500 ETF | $2,148,920 | $2,875,399 |
| 5617 UNITS ISHARES RUSSELL 2000 GROWTH ETF | $815,971 | $943,656 |
| 8310 UNITS XTRACKERS MSCI EAFE HEDGED EQU | $254,618 | $231,849 |
| 16539 UNITS WISDOMTREE EUROPE HEDGED EQUITY | $937,445 | $933,461 |
| 10535 UNITS VANGUARD GLOBAL EX-U.S. REAL ESTATE | $599,863 | $552,139 |
| 8439 UNITS VANGUARD MID-CAP VALUE INDEX FUND | $833,182 | $803,899 |
| 2120 UNITS OF VANGUARD MID-CAP GROWTH INDEX FUND | $252,153 | $253,743 |
| 760 UNITS OF ACCESS TELEVISION NETWORK | $3,800 | $0 |
| 10280 UNITS OF VANGUARD FTSE EMERGING MARKETS ETF | $458,694 | $391,668 |
| 2075 UNITS OF VANGUARD SMALL CAP VALUE ETF | $253,030 | $236,675 |
| 12746 UNITS OF SPDR MSCI ACWI EX-US | $479,986 | $417,304 |
| 41637 UNITS OF VANGUARD DEVELOPED MARKETS INDEX FUND | $600,000 | $497,988 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| JPM POOLED CORPORATE FINANCE LLC | FMV | $86,620 | $6,313 |
| JPM POOLED VENTURE CAPITAL PRIVATE INVESTORS LLC | FMV | $19,368 | $9,063 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,000 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,000 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $10,804 | BOYBookValueAmt |
| EOY Book Value | $10,804 | EOYBookValueAmt |
| EOYFMV | $10,804 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCES | Desc |
| Amt | $4,334 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT & CUSTODIAN FEES | $25,000 | $25,000 | $0 |
| OFFICE SUPPLIES & EXPENSES | $1,022 | $0 | $1,022 |
| OTHER EXPENSES FROM PASSTHROUGHS | $2,975 | $2,975 | $0 |
| NYS FILING FEE | $250 | $0 | $250 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INVESTMENT CLAIM RECOVERY | $67 | $67 | $67 |
| INCOME FROM PASSTHROUGHS | $122 | $122 | $122 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| INVESTMENT IN JPM DIRECT CORPORATE FIN. PRIV. INV. LLC | $2,456 | $0 |
| INVESTMENT IN OZ DOMESTIC PARTNERS LP | $19,794 | $74,502 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BOOKKEEPING & ADMINISTRATION | CategoryTxt |
| Amt | $20,000 | Amt |
| Net Investment Income | $7,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,500 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX ON DIVIDENDS | $7,987 | $7,987 | $0 |
| FEDERAL EXCISE TAX | $8,100 | $0 | $0 |
| FOREIGN TAXES ON PASSTHROUGH | $8 | $8 | $0 |
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