CHESTNUT FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CHESTNUT FOUNDATION (EIN 46-3001070)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201543209349102709
- Schema version
- 2014v5.0
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T14:08:30-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952399533 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NSBN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9454 WILSHIRE BLVD 4TH FLOOR | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 902122907 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463001070 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHESTNUT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHES | BusinessNameControlTxt |
| Phone | 3102805015 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 260 MADISON AVE 18TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BENJAMIN KEST | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3102805015 | PhoneNum |
| Signature | 2015-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBIN BROCK | PreparerPersonNm |
| PTIN | P00185893 | PTIN |
| Phone | 3102732501 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,335,676 | 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 | $736,636 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,086 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,086 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $52,707 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,707 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $140,541 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,278,585 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $140,541 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $934,970 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $198,334 | 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 |
| Other Prof Fees Rev And Expnss | $3,573 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,786 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,787 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,362 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,512 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $850 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,935 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,298 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,637 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $141,425 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $141,425 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $158,360 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,298 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $144,062 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $776,610 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $184,036 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $258,861 | CashEOYAmt |
| Cash EOYFMV | $258,861 | CashEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,040,230 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,067,696 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $9,119 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,119 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $0 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,308,210 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,335,676 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,308,210 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,308,210 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,308,210 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $776,610 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,531,600 | OtherIncreasesAmt |
| Subtotal | $6,308,210 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,308,210 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| POETIC HOLDINGS V | P | $722 | -$722 | -$722 | |
| 34.358 SHS PIMCO FUNDS | $387 | $0 | $0 | $387 | |
| 437.721 SHS DREYFUS INDEX FDS | $21,306 | $501 | $501 | $21,807 | |
| 957.575 SHS DREYFUS INDEX FDS | $15,992 | -$1,063 | -$1,063 | $14,929 | |
| 15,585.095 SHS PIMCO FUNDS | $174,560 | $1,240 | $1,240 | $175,800 | |
| 1,587.355 SHS VANGUARD SMALL CAP | $68,510 | -$3,294 | -$3,294 | $65,216 | |
| 1,757.979 SHS WELLS FARGO EMERGING | $36,520 | $1,505 | $1,505 | $38,025 | |
| 5,744.854 SHS DREYFUS INDEX | $195,987 | $90,222 | $90,222 | $286,209 | |
| 5,506.849 SHS DREYFUS INDEX | $71,320 | $14,485 | $14,485 | $85,805 | |
| 47,800.631 SHS PIMCO FUNDS | $536,307 | $2,884 | $2,884 | $539,191 | |
| 732.124 SHS WELLS FARGO EMERGING | $16,410 | -$574 | -$574 | $15,836 | |
| SPDR GOLD | $23 | $0 | $0 | $23 | |
| CAPITAL GAINS DIVIDENDS | P | $35,357 | $35,357 | $35,357 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $140,541 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $0 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $0 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.000000 | DistributionYr1Rt |
| Total Distribution | 0.000000 | TotalDistributionRt |
| Average Distribution | 0.000000 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,878,588 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $0 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,840 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,840 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $144,062 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,840 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,840 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,840 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $41 | EsPenaltyAmt |
| Tax Due | $1,881 | TaxDueAmt |
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 | NV | 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 | NONE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENJAMIN KEST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3102805015 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 260 MADISON AVE 18TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| BENJAMIN KEST | ||||||||
| 260 MADISON AVENUE 18TH FLOOR | NEW YORK | NY | 10018 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| ASHER KEST | ||||||||
| 250 WEST 85TH STREET 9G | NEW YORK | NY | 10024 | TREASURER | 2.00 | $0 | $0 | $0 |
| RACHEL LORBER | ||||||||
| 538 MEEHAN AVENUE | FAR ROCKAWAY | NY | 11691 | SECRETARY | 2.00 | $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 | $1,535,726 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $105,229 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $266,241 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,907,196 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,907,196 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,608 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,878,588 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $93,929 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $93,929 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,840 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,840 | TotalTaxAmt |
| Distributable Before Adj | $92,089 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $386,597 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $478,686 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $478,686 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $144,062 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $144,062 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,840 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $142,222 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $478,686 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $35,039 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $144,062 | QualifyingDistributionsAmt |
| Applied To Year1 | $35,039 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $109,023 | 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 | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $369,663 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BENJAMIN KEST | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AISHA CENTER INC | |||||||
| 9454 WILSHIRE | BEVERLY HILLS | CA | 90212 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $250 |
| BAYIS NEEMAN | |||||||
| 9454 WILSHIRE | BEVERLY HILLS | CA | 90212 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| BEVERLY HILLS JEWISH COMMUNITY | |||||||
| 10990 WILSHIRE BLVD 16TH FLOOR | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $400 |
| CHAI LIFELINE | |||||||
| 151 WEST 30TH STREET | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $50 |
| CONGREGATION AHAVAS TORAH V CHESED | |||||||
| 684 9TH ST | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $50,600 |
| CONGREGATION BAI YECHIEL MELITZ | |||||||
| 1101 57TH ST | BROOKLYN | NY | 11219 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 |
| CONGREGATION CHAKAL YITZCHOK | |||||||
| 1462 56TH ST | BROOKLYN | NY | 11219 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 |
| CONGREGATION YETEV LEV DSATMAT | |||||||
| 1350 53RD ST | BROOKLYN | NY | 11219 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $15,000 |
| OUR PLACE NY | |||||||
| 44 WALL ST 2ND FLOOR | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 |
| THE BEIS | |||||||
| 9454 WILSHIRE | BEVERLY HILLS | CA | 90212 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $625 |
| TORAH LIHMAN INSTITUTE | |||||||
| 25 CLIFTON AVE | YONKERS | NY | 10705 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 |
| YESHIVA KETANA OF MANHATTAN | |||||||
| 346 WEST 89TH ST | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 |
| YESHIVA OHAVEI TORAH | |||||||
| 450 W 250TH ST | BRONX | NY | 10471 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 |
| YESHIVA UNIVERSITY | |||||||
| 500 W 185TH ST | NEW YORK | NY | 10033 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $141,425 | 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 | $5,086 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,707 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $140,541 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $198,334 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $198,334 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| KEST 2009 CHARITABLE LEAD ANNUITY TRUST # 4 | ||||||
| 1 | 5150 OVERLAND AVE | CULVER CITY | CA | 90230 | $315,000 | Yes (X) |
| CHESTNUT FOUNDATION | ||||||
| 2 | 5150 OVERLAND AVE | CULVER CITY | CA | 90230 | $421,636 | Yes (X) |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TD AMERITRADE | AT COST | $5,403,118 | $5,430,584 |
| EXCELSIOR OPPORTUNITY FUND LP | AT COST | $486,815 | $486,815 |
| POETIC HOLDINGS V LLC | AT COST | $150,297 | $150,297 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $9,119 | EOYBookValueAmt |
| EOYFMV | $9,119 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT INTEREST EXPENSE | $3,969 | $3,969 | $0 |
| FOREIGN TAXES | $266 | $266 | $0 |
| INVESTMENT MANAGEMENT FEES | $8,186 | $8,186 | $0 |
| OTHER LOSS FROM PASSTHROUGH | $91 | $91 | $0 |
| FILING FEES | $850 | $0 | $850 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRC 507 (B)(2) ASSET TRANSFER FROM THE CHESTNUT FOUNDATION (EIN: 95-4793268) | Desc |
| Amt | $5,531,600 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $3,573 | Amt |
| Net Investment Income | $1,786 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,787 | DisbursementsCharitablePrpsAmt |