CHRISSY MEMORIAL FUND: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
CHRISSY MEMORIAL FUND (EIN 22-3825356)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-05-11
IRS object ID
201201329349100145
Schema version
2011v1.2
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)
Timestamp2012-05-11T09:20:25-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN221478099EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1JH COHN LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line127 CHRISTOPHER WAYAddressLine1
CityEATONTOWNCity
StateNJState
ZIP Code07724ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN223825356EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE CHRISSY MEMORIAL FUND A NJBusinessNameLine1
Business Name Line2NONPROFIT CORPORATIONBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlCHRINameControl
Phone7327470808Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O PHILIP J SHAHEEN 15 SYCAMOREAddressLine1
Address Line2AVENAddressLine2
CityLITTLE SILVERCity
StateNJState
ZIP Code07739ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NamePHILIP J SHAHEENName
TitleTRUSTEETitle
Phone7327470808Phone
Date Signed2012-05-09DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameROSE ANN SLAWSON CPAName
PTINP00408845PTIN
Phone7325780700Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY19057FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss6250ContriReceivedRevAndExpnss
Dividends Rev And Expnss4DividendsRevAndExpnss
Dividends Net Invst Incm4DividendsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses6254TotalRevenueAndExpenses
Total Net Investment Income4TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Other Prof Fees Rev And Expnss245OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm245OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps0OtherProfFeesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss245TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm245TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss5522ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps5522ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss5767TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm245TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps5522TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses487ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY13820SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY14307SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV14307SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY13736InvestmentsCorpStockBOY
Investments Corp Stock EOY13736InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV4750InvestmentsCorpStockEOYFMV
Total Assets BOY27556TotalAssetsBOY
Total Assets EOY28043TotalAssetsEOY
Total Assets EOYFMV19057TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY27556RetainedEarningsBOY
Retained Earnings EOY28043RetainedEarningsEOY
Total Net Assets BOY27556TotalNetAssetsBOY
Total Net Assets EOY28043TotalNetAssetsEOY
Total Liabilities Net Assets BOY27556TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY28043TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY27556TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses487ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal28043Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY28043TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year13230QualifyingDistributionsYear1
Noncharitable Assets Year115644NoncharitableAssetsYear1
Distribution Ratio Year10.206469DistributionRatioYear1
Qualifying Distributions Year25571QualifyingDistributionsYear2
Noncharitable Assets Year21209NoncharitableAssetsYear2
Distribution Ratio Year24.607940DistributionRatioYear2
Qualifying Distributions Year36375QualifyingDistributionsYear3
Noncharitable Assets Year3333NoncharitableAssetsYear3
Distribution Ratio Year319.144144DistributionRatioYear3
Qualifying Distributions Year432085QualifyingDistributionsYear4
Noncharitable Assets Year4666NoncharitableAssetsYear4
Distribution Ratio Year448.175676DistributionRatioYear4
Qualifying Distributions Year512023QualifyingDistributionsYear5
Noncharitable Assets Year51593NoncharitableAssetsYear5
Distribution Ratio Year57.547395DistributionRatioYear5
Total Distribution Ratio79.681624TotalDistributionRatio
Average Distribution Ratio15.936325AverageDistributionRatio
Net Noncharitable Assets18133NetNoncharitableAssets
Adjusted Noncharitable Assets288973AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One288973AdjNonchrtblAssetsAndOnePct
Qualifying Distributions5522QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due0TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithNJStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NamePHILIP J SHAHEENBooksInCareOfPersonName
Books In Care Of Phone Number7327474326BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line115 SYCAMORE AVENUEAddressLine1
CityLITTLE SILVERCity
StateNJState
ZIP Code07739ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
PHILIP SHAHEEN
26 TAN VAT ROADLOCUSTNJ07760TRUSTEE10.00000
TIMOTHY J SHAHEEN
15 SYCAMORE AVENUELITTLE SILVERNJ07739TRUSTEE5.00000
V DAVID SHAHEEEN
116 OCEANPORT AVENUELITTLE SILVERNJ07739TRUSTEE5.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities4345AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances14064AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets18409TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets18409AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable276CashDeemedCharitable
Net Noncharitable Assets18133NetNoncharitableAssets
Minimum Investment Return907MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return907MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj907DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded907DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted907DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions5522ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions5522QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions5522AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted907DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year512140ExcessDistriCarryoverYear5
Excess Distri Carryover Year432080ExcessDistriCarryoverYear4
Excess Distri Carryover Year36358ExcessDistriCarryoverYear3
Excess Distri Carryover Year25511ExcessDistriCarryoverYear2
Excess Distri Carryover Year12456ExcessDistriCarryoverYear1
Total Excess Distri Carryover58545TotalExcessDistriCarryover
Qualifying Distributions5522QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year907AppliedToCurrentYear
Remaining Distri From Corpus4615RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus63160TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year512140ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year51020ExcessDistriCyovToNextYear
Excess From Year432080ExcessFromYear4
Excess From Year36358ExcessFromYear3
Excess From Year25511ExcessFromYear2
Excess From Year12456ExcessFromYear1
Excess From Current Year4615ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerPHILIP SHAHEENContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
MONMOUTH UNIVERSITY
400 CEDAR AVENUEWEST LONG BRANCHNJ07764NONEPUBLICUNRESTRICTED$500
TOM MCBRIDE CLASSIC
409 CHURCH STREETSPRING LAKENJ07762NONEPUBLICUNRESTRICTED$1,550
AMERICAN CANCER SOCIETY
801 BROAD STREETSHREWSBURYNJ07702NONEPUBLICUNRESTRICTED$250
GREG HICKMAN FOUNDATION
27 APPLTON AVELEONARDONJ07764NONEPUBLICUNRESTRICTED$500
NJ INTERNATIONAL TRACK MEET
PO BOX 381WEST LONG BRANCHNJ07764NONEPUBLICUNRESTRICTED$500
PMC THE JIMMY FUND (PAN-MASS CHALLENGE)
77 4TH AVENUENEEDHAMMA02494NONEPUBLICUNRESTRICTED$200
FAMILY & CHILDREN'S SERVICES
40 NORTH AVENUEELIZABETHNJ07208NONEPUBLICUNRESTRICTED$1,500
TEAM FOR KIDS
225 46TH STREET APT 2UNION CITYNJ07087NONEPUBLICUNRESTRICTED$522
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year5522TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$4ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$4ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA4TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualPHILIP SHAHEENContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line126 TAN VAT ROADAddressLine1
CityLOCUSTCity
StateNJState
ZIP Code07760ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions6250AggregateContributions
Person Contribution TypeXPersonContributionType

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockMAGAL SECURITY SYTEMS LTDNameOfStock
EOY Book Value13736EOYBookValue
EOYFMV4750EOYFMV

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
UBS 2011 ANNUAL FEE$1501500
UBS MAINTENANCE FEE$95950

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