DENISE A AND EUGENE W CHINERY FOUNDATION INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
DENISE A AND EUGENE W CHINERY FOUNDATION INC (EIN 22-3705537)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-11-11
IRS object ID
201303169349100260
Schema version
2012v2.1
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)
Timestamp2013-11-11T08:39:30-06:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line190 Woodbridge Ctr Dr Ste 400AddressLine1
CityWoodbridgeCity
StateNJState
ZIP Code07095ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN223705537EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1DENISE A& EUGENE CHINERY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of Name% EUGENE W CHINERYInCareOfName
Name ControlDENINameControl
Phone7327500900Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O R KLEIN BDO USA LLPAddressLine1
Address Line290 WOODBRIDGE CENTER DRIVE Suite 4tAddressLine2
CityWOODBRIDGECity
StateNJState
ZIP Code07095ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameEUGENE CHINERYName
TitlePRESIDENT/TREASURERTitle
Date Signed2013-05-15DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameRobert M KleinName
Phone7327500900Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY244621FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss14000ContriReceivedRevAndExpnss
Dividends Rev And Expnss8652DividendsRevAndExpnss
Dividends Net Invst Incm8652DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss35100NetGainSaleAssetsRevAndExpnss
Gross Sales Price136034GrossSalesPrice
Capital Gain Net Incm Net Invst Incm35100CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses57752TotalRevenueAndExpenses
Total Net Investment Income43752TotalNetInvestmentIncome
Other Expenses Rev And Expnss250OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm250OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss250TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm250TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss126000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps126000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss126250TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm250TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps126000TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-68498ExcessOfRevenueOverExpenses
Net Investment Income43502NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY1027SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY31963SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV31963SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY196048InvestmentsCorpStockBOY
Investments Corp Stock EOY95114InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV212658InvestmentsCorpStockEOYFMV
Total Assets BOY197075TotalAssetsBOY
Total Assets EOY127077TotalAssetsEOY
Total Assets EOYFMV244621TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY197075RetainedEarningsBOY
Retained Earnings EOY127077RetainedEarningsEOY
Total Net Assets BOY197075TotalNetAssetsBOY
Total Net Assets EOY127077TotalNetAssetsEOY
Total Liabilities Net Assets BOY197075TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY127077TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY197075TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-68498ExcessOfRevenueOverExpenses
Subtotal128577Subtotal
Other Decreases1500OtherDecreases
Total Net Assets Fund Balances EOY127077TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLossesDate AcquiredDateAcquired
HOME DEPOT, INC. 850 SHARESP2012-07-0244763264081835518355
MERCK & CO, INC 400 SHARESP2012-07-021663518442-1807-1807
TE CONNECTIVTY, LTD 1000 SHARESP34642220201262212622
TYCO INTL, LTD 300 SHARESP2012-07-02156681420814601460
PROCTER & GAMBLE 400 SHARESP2012-07-022432619856447044702004-01-16
FieldValueIRS element (for citing)
Capital Gain Net Income35100CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year114000QualifyingDistributionsYear1
Noncharitable Assets Year1360327NoncharitableAssetsYear1
Distribution Ratio Year10.038854DistributionRatioYear1
Qualifying Distributions Year275434QualifyingDistributionsYear2
Noncharitable Assets Year2366919NoncharitableAssetsYear2
Distribution Ratio Year20.205588DistributionRatioYear2
Qualifying Distributions Year322500QualifyingDistributionsYear3
Noncharitable Assets Year3317825NoncharitableAssetsYear3
Distribution Ratio Year30.070794DistributionRatioYear3
Qualifying Distributions Year452500QualifyingDistributionsYear4
Noncharitable Assets Year4384927NoncharitableAssetsYear4
Distribution Ratio Year40.136389DistributionRatioYear4
Qualifying Distributions Year527700QualifyingDistributionsYear5
Noncharitable Assets Year5423520NoncharitableAssetsYear5
Distribution Ratio Year50.065404DistributionRatioYear5
Total Distribution Ratio0.517029TotalDistributionRatio
Average Distribution Ratio0.103406AverageDistributionRatio
Net Noncharitable Assets299310NetNoncharitableAssets
Adjusted Noncharitable Assets30950AdjustedNoncharitableAssets
One Percent Net Investment Income435OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One31385AdjNonchrtblAssetsAndOnePct
Qualifying Distributions126000QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax435InvestmentIncomeExciseTax
Subtotal435Subtotal
Tax Based On Investment Income435TaxBasedOnInvestmentIncome
Tax Paid With Extension1000TaxPaidWithExtension
Total Credits And Payments1000TotalCreditsAndPayments
Form2220 AttachedXForm2220Attached
Overpayment565Overpayment
Amount Credited To Next Year565AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithNJStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1EUGENE W CHINERYBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number2124216377BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1870 UN PLAZAAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10017ZIPCode

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn
Proceeds Or Net IncomefalseProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
EUGENE W CHINERY
870 UN PLAZANEW YORKNY10017PRES./TREAS.00
DENISE A CHINERY
870 UN PLAZANEW YORKNY10017VICE PRES./SECY00
FieldValueIRS element (for citing)
Summary Of Direct Charitable ActySummaryOfDirectCharitableActy
Sum Of Program Related InvestmentsSumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities289313AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances14555AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets303868TotalFMVOfUnusedAssets
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets303868AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable4558CashDeemedCharitable
Net Noncharitable Assets299310NetNoncharitableAssets
Minimum Investment Return14966MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return14966MinimumInvestmentReturn
Tax Based On Investment Income435TaxBasedOnInvestmentIncome
Total Tax435TotalTax
Distributable Amount Before Adj14531DistributableAmountBeforeAdj
Distributable Amount Before Ded14531DistributableAmountBeforeDed
Distributable Amount As Adjusted14531DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions126000ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Amounts Paid Acq Charitable Assets0AmountsPaidAcqCharitableAssets
Amounts Set Aside Suitability Test0AmountsSetAsideSuitabilityTest
Amounts Set Aside Cash Distri Test0AmountsSetAsideCashDistriTest
Qualifying Distributions126000QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm435OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions125565AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted14531DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Prior Year12010PriorYear1
Prior Year22009PriorYear2
Prior Year32008PriorYear3
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year57206ExcessDistriCarryoverYear5
Excess Distri Carryover Year433443ExcessDistriCarryoverYear4
Excess Distri Carryover Year36752ExcessDistriCarryoverYear3
Excess Distri Carryover Year257220ExcessDistriCarryoverYear2
Total Excess Distri Carryover104621TotalExcessDistriCarryover
Qualifying Distributions126000QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Current Year14531AppliedToCurrentYear
Remaining Distri From Corpus111469RemainingDistriFromCorpus
Total Corpus216090TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year57206ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year208884ExcessDistriCyovToNextYear
Excess From Year433443ExcessFromYear4
Excess From Year36752ExcessFromYear3
Excess From Year257220ExcessFromYear2
Excess From Current Year111469ExcessFromCurrentYear
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundations

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SPECTRUM FOR LIVING DEVELOPMENT INCBusinessNameLine1

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1210 RIVERVALE ROAD SUITE 6AddressLine1
CityRIVER VALECity
StateNJState
ZIP Code07675ZIPCode
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationship
Recipient Foundation StatusPUBLICRecipientFoundationStatus
Purpose Of Grant Or ContributionTO PROVIDE FUNDS FOR SERVICES FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES AND MEDICAL ILLNESSESPurposeOfGrantOrContribution
Amount$126,000Amount
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year126000TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

FieldValueIRS element (for citing)
Fees Contracts From Govt AgenciesFeesContractsFromGovtAgencies
Membership Dues And AssessmentsMembershipDuesAndAssessments
Int On Savings And Temp Cash InvstIntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$8,652ExclusionAmount
FieldValueIRS element (for citing)
Net Rental Incm Re Debt Fincd PropNetRentalIncmReDebtFincdProp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Incm Personal PropertyNetRentalIncmPersonalProperty
Other Investment Income Part VIIOtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$35,100ExclusionAmount
FieldValueIRS element (for citing)
Net Income Loss From Special EventsNetIncomeLossFromSpecialEvents
Gross Profit Loss Sales Of InvntryGrossProfitLossSalesOfInvntry

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$43,752ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA43752TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualDENISE EUGENE CHINERYContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1870 UN PLAZA APT 19FAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10017ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions14000AggregateContributions
Person Contribution TypeXPersonContributionType

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (3 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
500 EXXON MOBIL CORPORATION1706143275
1500 GENERAL ELECTRIC4886631485
1800 OCCIDENTAL PETE CORP29187137898

Land Etc Schedule2 LandEtcSchedule2

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

FieldValueIRS element (for citing)
DescriptionOTHER NONDEDUCTIBLE EXPENSESDescription
Amount$1,500Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncome
CHARLES SCHWAB 2733-1388 FEES100100
UBS 86129 2J FEES150150

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionFUNDS RECEIVEDDescription

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategory

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