THE CHAZEN FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
THE CHAZEN FOUNDATION (EIN 13-3229474)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-13
IRS object ID
201443179349101079
Schema version
2013v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-11-13T15:07:23-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN222428965PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CITRIN COOPERMAN & CO LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1529 FIFTH AVENUEAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code100174683ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133229474EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CHAZEN FOUNDATION CITRIN COOPERMAN & CO LLPBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlCHAZBusinessNameControlTxt
Phone2126971000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1529 FIFTH AVENUEAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10017ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEROME CHAZENPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2126971000PhoneNum
Signature2014-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN REPETTIPreparerPersonNm
PTINP00163823PTIN
Phone2126971000PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,692,514FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$42InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$42InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$191,648DividendsRevAndExpnssAmt
Dividends Net Invst Incm$191,648DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,587,675NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,442,009GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,587,675CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,682OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,682OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$4,781,047TotalRevAndExpnssAmt
Total Net Invst Incm$4,781,047TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$3,000LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$3,000LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$22,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$15,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$20,000OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$20,000OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$4,253TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,003TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$250TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$72,156OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$72,156OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$250TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$250TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$204,251OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$202,811OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,454OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$326,410TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$214,314TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$112,110TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,443,963ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,443,963ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,770,373TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$214,314TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,556,073TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,010,674ExcessRevenueOverExpensesAmt
Net Investment Income$4,566,733NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,806,192SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$316,369SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$316,369SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,903,587CorporateStockBOYAmt
Corporate Stock EOY$6,830,244CorporateStockEOYAmt
Corporate Stock EOYFMV$8,081,460CorporateStockEOYFMVAmt
Corporate Bonds BOY$137,879CorporateBondsBOYAmt
Corporate Bonds EOY$670,967CorporateBondsEOYAmt
Corporate Bonds EOYFMV$675,609CorporateBondsEOYFMVAmt
Other Investments BOY$1,698,306OtherInvestmentsBOYAmt
Other Investments EOY$757,980OtherInvestmentsEOYAmt
Other Investments EOYFMV$577,272OtherInvestmentsEOYFMVAmt
Other Assets BOY$47,804OtherAssetsBOYAmt
Other Assets EOY$41,804OtherAssetsEOYAmt
Other Assets EOYFMV$41,804OtherAssetsEOYFMVAmt
Total Assets BOY$5,593,768TotalAssetsBOYAmt
Total Assets EOY$8,617,364TotalAssetsEOYAmt
Total Assets EOYFMV$9,692,514TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$5,593,768RetainedEarningBOYAmt
Retained Earning EOY$8,617,364RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,593,768TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,617,364TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,593,768TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,617,364TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,593,768TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,010,674ExcessRevenueOverExpensesAmt
Other Increases$12,932OtherIncreasesAmt
Subtotal$8,617,374SubtotalAmt
Other Decreases$10OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$8,617,364TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtGross Sales PriceGrossSalesPriceAmt
FROM VARIOUS PASSTHROUGH ENTITIESP2013-01-012013-12-31$1,295-$1,295-$1,295
FROM VARIOUS PASSTHROUGH ENTITIESP2012-01-012013-12-31$35,496$35,496$35,496
218.45 UNITS MFS INTL NEW DISCOVERY-IP2012-12-112013-06-05$5,306$446$446$5,752
16771.183 UNITS MFS INTL NEW DISCOVERY-IP2012-01-012013-06-05$373,503$68,082$68,082$441,585
6240 UNITS EMC CORP MASSP2013-01-182013-06-05$150,569$1,123$1,123$151,692
11912 UNITS ALLOT COMMUNICATIONS LTDP2009-08-052013-06-05$36,352$105,153$105,153$141,505
77277.684 UNITS TCW EMERG MKTS INCOME-IP2013-01-012013-12-17$691,955-$41,277-$41,277$650,678
20395.582 UNITS ANGEL OAK MULTI-STRAT INC-ISP2013-01-012013-12-20$252,034-$6,267-$6,267$245,767
11550 UNITS L BRANDS, INCP1997-09-042013-06-05$117,946$475,687$475,687$593,633
3800 UNITS KOHLS CORPP1993-01-122013-06-05$12,933$183,461$183,461$196,394
1450 UNITS APPLE INCP2008-04-172013-06-05$224,051$420,450$420,450$644,501
7500 UNITS CONAGRA FOODS INCP1991-11-082013-06-05$111,582$138,071$138,071$249,653
681 UNITS FIFTH & PACIFIC COMPANIES, INC.P2004-08-022013-06-05$12,932$1,499$1,499$14,431
2000 UNITS KIMBERLY CLARK CORPP1991-03-072013-06-05$41,981$150,273$150,273$192,254
4000 UNITS EXXONMOBIL CORPP1991-03-072013-06-05$55,549$305,736$305,736$361,285
3400 UNITS AIR PRODUCTS & CHEMICALS INCP2012-01-012013-06-05$72,251$250,612$250,612$322,863
8000 UNITS PRICESMART INCP2011-06-022013-06-05$357,043$314,220$314,220$671,263
LOSS ON SALE OF PARTNERSHIP INTEREST IN GENESIS PARTNERS I L.P.P2012-01-012013-12-31$112,445-$112,445-$112,445
LOSS ON SALE OF PARTNERSHIP INTEREST IN CHASE PRIVATE EQ. PTRS SELECTP2012-01-012013-12-31$224,607-$224,607-$224,607
GREEN LIGHT CAPITAL- DISTRIBUTION IN EXCESS OF BASISP2012-01-012013-08-01$2,379,937$2,379,937$2,379,937
GAIN ON SALE OF LANSDOWNE EUROPEAN EQTY FUND LTDP2012-01-012013-12-31$40,093$40,093$40,093
GAIN ON SALE OF PARTNERSHIP INTEREST - JPM DIRECT CORP FIN PRV INV.P2012-01-012013-12-31$3,303$3,303$3,303
CAPITAL GAINS DIVIDENDSP$99,924$99,924$99,924
FieldValueIRS element (for citing)
Capital Gain Net Income$4,587,675CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,074,225AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$15,220,310NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.136280DistributionYr1Rt
Adjusted Qlfy Distri Yr2$10,005,793AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$17,724,195NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.564527DistributionYr2Rt
Adjusted Qlfy Distri Yr3$6,816,307AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$28,588,941NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.238425DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,266,804AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$28,017,630NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.080906DistributionYr4Rt
Adjusted Qlfy Distri Yr5$8,213,893AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$30,597,782NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.268447DistributionYr5Rt
Total Distribution1.288585TotalDistributionRt
Average Distribution0.257717AverageDistributionRt
Net Vl Noncharitable Assets$10,579,531NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,726,525AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$45,667NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,772,192AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,556,073QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$91,335InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$91,335SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$91,335TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$18,268EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$18,268TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$73,067TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressCHAZEN.ORGWebsiteAddressTxt
Individual With BooksCITRIN COOPERMAN COLLPIndividualWithBooksNm
Phone2126971000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1529 FIFTH AVENUEAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10017ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JEROME CHAZEN
543 N BROADWAYUPPER NYACKNY10960TRUSTEE AS NEEDED0.00$0$0$0
SIMONA CHAZEN
543 N BROADWAYUPPER NYACKNY10960TRUSTEE AS NEEDED0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,761,065AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$409,847AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,569,729FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,740,641TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,740,641AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$161,110CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,579,531NetVlNoncharitableAssetsAmt
Minimum Investment Return$528,977MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$528,977MinimumInvestmentReturnAmt
Tax Based On Investment Income$91,335TaxBasedOnInvestmentIncomeAmt
Total Tax$91,335TotalTaxAmt
Distributable Before Adj$437,642DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$437,642DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$437,642DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,556,073ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,556,073QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,556,073AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$437,642DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$6,693,916ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$865,934ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$5,452,020ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$9,142,403ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,323,902ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$23,478,175TotalExcessDistributionCyovAmt
Qualifying Distributions$1,556,073QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$437,642AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,118,431RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$24,596,606TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$6,693,916ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$17,902,690ExcessDistriCyovToNextYrAmt
Excess From Year4$865,934ExcessFromYear4Amt
Excess From Year3$5,452,020ExcessFromYear3Amt
Excess From Year2$9,142,403ExcessFromYear2Amt
Excess From Year1$1,323,902ExcessFromYear1Amt
Excess From Current Year$1,118,431ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHE CHAZEN FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1150 EAST 58TH ST 27TH FLAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10155ZIPCode
FieldValueIRS element (for citing)
Recipient Phone2128887800RecipientPhoneNum
Form And Info And MaterialsA LETTER STATING THE PURPOSE OF THE GRANT OR CONTRIBUTIONFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN JEWISH COMMITTEE
165 EAST 56TH STREETNEW YORKNY10022NONEPUBLIC CHARITYGENERAL SUPPORT$10,000
CHAZEN MUSEUM OF ART
750 UNIVERSITY AVEMADISONWI53706NONEPUBLIC CHARITYGENERAL SUPPORT$3,500
CITYMEALS ON WHEELS
355 LEXINGTON AVENUENEW YORKNY10017NONEPUBLIC CHARITYGENERAL SUPPORT$2,000
COLUMBIA BUSINESS SCHOOL
3022 BROADWAYNEW YORKNY10027NONEPUBLIC CHARITYGENERAL SUPPORT$25,000
JCC ROCKLAND
450 WEST NYACK ROADNYACKNY10994NONEPUBLIC CHARITYGENERAL SUPPORT$10,591
JEWISH FEDERATION OF ROCKLAND COUNTY
450 WEST NYACK ROADWEST NYACKNY10994NONEPUBLIC CHARITYGENERAL SUPPORT$85,000
JUVENILE DIABETES RESEARCH FOUNDATION
120 WALL STREETNEW YORKNY10005NONEPUBLIC CHARITYGENERAL SUPPORT$1,600
LINCOLN CENTER FOR THE PERFORMING ARTS
10 LINCOLN CENTER PLAZANEW YORKNY10023NONEPUBLIC CHARITYGENERAL SUPPORT$10,000
LOUIS ARMSTRONG HOUSE MUSEUM
34-56 107TH STCORONANY11368NONEPUBLIC CHARITYGENERAL SUPPORT$20,000
METROPOLITAN OPERA
LINCOLN CENTERNEW YORKNY10023NONEPUBLIC CHARITYGENERAL SUPPORT$27,740
MUSEUM OF ARTS AND DESIGN
2 COLUMBUS CIRCLENEW YORKNY10019NONEPUBLIC CHARITYGENERAL SUPPORT$943,043
NATIONAL JEWISH HEALTH
1400 JACKSON STREETDENVERCO80206NONEPUBLIC CHARITYGENERAL SUPPORT$5,200
NEW YORK PUBLIC RADIO
PO BOX 1550NEW YORKNY101161550NONEPUBLIC CHARITYGENERAL SUPPORT$3,650
NEWPORT FESTIVALS FOUNDATION INC
PO BOX 3865NEWPORTRI02840NONEPUBLIC CHARITYGENERAL SUPPORT$25,000
RICHARD TUCKER MUSIC FOUNDATION
1790 BROADWAY SUITE 715NEW YORKNY100191412NONEPUBLIC CHARITYGENERAL SUPPORT$1,700
RIVERKEEPER INC
20 SECOR ROADOSSININGNY10562NONEPUBLIC CHARITYGENERAL SUPPORT$5,000
ROCKLAND COMMUNITY FOUNDATION
PO BOX 323NEW CITYNY10956NONEPUBLIC CHARITYGENERAL SUPPORT$2,274
ROUNDABOUT THEATER COMPANY
231 WEST 39TH STREET SUITE 1200NEW YORKNY10018NONEPUBLIC CHARITYGENERAL SUPPORT$4,500
SLE LUPUS FOUNDATION
330 SEVENTH AVENUE SUITE 1701NEW YORKNY10001NONEPUBLIC CHARITYGENERAL SUPPORT$100,000
UNIVERSITY OF WISCONSIN FOUNDATION
1848 UNIVERSITY AVENUEMADISONWI53726NONEPUBLIC CHARITYGENERAL SUPPORT$9,460
VARIOUS ORGANIZED CHARITIES - 1000 AND UNDER
VARIOUSNEW YORKNY10010NONEPUBLIC CHARITYGENERAL SUPPORT$31,356
VOLUNTEER COUNSELING SERVICE OF ROCKLAND COUNTY INC
77 SOUTH MAIN STREETNEW CITYNY10956NONEPUBLIC CHARITYGENERAL SUPPORT$101,599
DOCTORS WITHOUT BORDERS
333 7TH AVENUENEW YORKNY10001NONEPUBLIC CHARITYGENERAL SUPPORT$1,500
FRIENDS OF BEZALEL
370 LEXINGTON AVENEW YORKNY10017NONEPUBLIC CHARITYGENERAL SUPPORT$1,500
JAZZ FOUNDATION OF AMERICA (GREAT NIGHT CAMPAIGN)
332 WEST 48TH STREET 6TH FLOORNEW YORKNY10036NONEPUBLIC CHARITYGENERAL SUPPORT$10,000
JEWISH GUILD HEALTHCARE
15 W 65TH STREETNEW YORKNY10023NONEPUBLIC CHARITYGENERAL SUPPORT$1,500
NEW YORK CITY CENTER
130 W 56TH STREETNEW YORKNY10011NONEPUBLIC CHARITYGENERAL SUPPORT$1,250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,443,963TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$42ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$191,648ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,682ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,587,675ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$4,781,047ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,781,047TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryOUTSIDE ACCOUNTING & TAX SERVICESCategoryTxt
Amt$22,500Amt
Net Investment Income$7,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$15,000DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
Bond51,612.585 UNITS TEMPLETON GLOBAL BOND FUNDBondNm
EOY Book Value$670,967EOYBookValueAmt
EOYFMV$675,609EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
17,975.523 UNITS COHEN & STEERS REALTY SHARES$555,089$1,129,222
4,550 UNITS ISHARES CORE S&P 500 ETF$743,075$844,707
10,940 UNITS ISHARES MSCI ACWI ETF$557,321$630,363
5,035 UNITS ISHARES RUSSELL 1000 GROWTH ETF$371,139$432,758
3,312 UNITS ISHARES RUSSELL 2000 GROWTH ETF$372,123$448,809
18,980 UNITS VANGUARD FTSE EMERGING MARKETS ETF$744,922$780,837
16,415.276 UNITS FPA CRESCENT FUND$518,993$541,048
61,721.145 UNITS OAKMARK INTERNATIONAL FUND$1,473,782$1,624,501
7,398.235 UNITS SEQUOIA FUND$1,490,000$1,649,215
760 ACCESS TELEVISION NETWORK INC$3,800$0

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (9 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
GS PRIVATE EQUITY PARTNERS, LPAT COST$8,238$50,693
GS PRIVATE EQUITY PARTNERS III L.P.AT COST$88,344$36,415
JPM DIRECT VENTURE CAPITAL LLCAT COST$10,366$2,835
JPM POOLED CORPORATE FINANCE LLCAT COST$214,141$123,282
JPM POOLED VENTURE CAPITAL PRIVATE INVESTORS LLCAT COST$46,984$42,616
OZ DOMESTIC PARTNERS L.P.AT COST$245,552$290,988
WHITNEY STRATEGIC PARTNERS IV L.P.AT COST$30,440$30,443
COMVEST ABSOLUTE RETURN ENHANCED FUNDAT COST$636$0
SHC BLOCKING CORPORATION IIAT COST$113,279$0

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryMCLAUGHLIN & STERN, LLP- LEGAL FEESCategoryTxt
Legal Fees$3,000LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,000DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ART WORK$37,000$31,000$31,000
SECURITY DEPOSIT$10,804$10,804$10,804

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescriptionNONDEDUCTIBLE EXPENSES FROM PARTNERSHIPSDescription
Amount$10Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT & CUSTODIAN FEES$182,448$182,448$0
OFFICE SUPPLIES & EXPENSES$1,080$0$1,094
WEB HOSTING$360$0$360
OTHER EXPENSES FROM PASSTHROUGH$20,363$20,363$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescINVESTMENT CLAIM RECOVERYDesc
Revenue And Expenses Per Books$1,682RevenueAndExpensesPerBooksAmt
Net Investment Income$1,682NetInvestmentIncomeAmt
Adjusted Net Income$1,682AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescriptionBOOK TO TAX BASIS TIMING DIFFERENCEDescription
Amount$12,932Amount

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
C.I.R.N. ASSOCIATES- CONSULTING & MANAGEMENT FEES$15,000$0$15,000
BOOKKEEPING & ADMINISTRATION$5,000$0$5,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$4,003$4,003$0
NYS FILING FEE$250$0$250

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