COMMUNITY FOR EDUCATION FOUNDATION OVERCOMING OBSTACLES: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOR EDUCATION FOUNDATION OVERCOMING OBSTACLES (EIN 95-4367454)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-15
- IRS object ID
- 202401369349102545
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T11:46:54-04:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112461669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SILVERCREST FINANCIAL SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 COURT SQUARE SUITE 101 | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954367454 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOR EDUCATION FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | DBA OVERCOMING OBSTACLES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 2126490600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 AVENUE OF THE AMERICAS 38 FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALLEN LAUFER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2126490615 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALLEN | PersonFirstNm |
| Person Last | LAUFER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EVAN KWIATKOWSKI | PreparerPersonNm |
| PTIN | P01509799 | PTIN |
| Phone | 4349774420 | PhoneNum |
| Preparation | 2024-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,395,026 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $170,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $262,377 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $238,585 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $262,377 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$78,770 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,193,454 | GrossSalesPriceAmt |
| Total Rev And Expnss | $353,607 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $238,585 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $262,377 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $129,264 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $129,264 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $68,527 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $68,527 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $19,226 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $19,226 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $24,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $119,424 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,623 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $3,603 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $82,198 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,600 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $9,600 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $576 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $22,373 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $22,373 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $392,238 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $392,238 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $785,228 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,623 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $13,203 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $737,826 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $785,228 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,623 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $13,203 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $737,826 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$431,621 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $204,962 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $249,174 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $135,522 | CashBOYAmt |
| Cash EOY | $69,082 | CashEOYAmt |
| Cash EOYFMV | $69,082 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $57,278 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $381,551 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $381,551 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,083,708 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,917,979 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,917,979 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $67,126 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $43,649 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $24,053 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $23,477 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $23,477 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,937 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,937 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,937 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,303,498 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,395,026 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,395,026 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $47,948 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $52,015 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $47,948 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $52,015 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $8,655,550 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $8,743,011 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $600,000 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $600,000 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,255,550 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,343,011 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,303,498 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,395,026 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,255,550 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$431,621 | ExcessRevenueOverExpensesAmt |
| Other Increases | $519,082 | OtherIncreasesAmt |
| Subtotal | $9,343,011 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,343,011 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MARKETABLE SECURITIES | P | $279,646 | $334,286 | -$54,640 | -$54,640 |
| MARKETABLE SECURITIES | P | $1,913,808 | $1,937,938 | -$24,130 | -$24,130 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$78,770 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,849 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,849 | SubtotalAmt |
| Tax Based On Investment Income | $2,849 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,227 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,227 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,378 | OverpaymentAmt |
| Applied To ES Tax | $3,378 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.OVERCOMINGOBSTACLES.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CO SILVERCREST ASSET MGMT GROUP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126490600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 AVENUE OF THE AMERICAS | AddressLine1Txt |
| Address Line2 | 38TH FL | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (16 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 |
|---|---|---|---|---|---|---|---|---|
| JILL S CHALSTY | ||||||||
| C/O SILVERCREST 1330 6TH AVE 38 FL | NEW YORK | NY | 10019 | CHAIRPERSON | 20.00 | $0 | $0 | $0 |
| MICHAEL D GELFAND | ||||||||
| C/O SILVERCREST 1330 6TH AVE 38 FL | NEW YORK | NY | 10019 | SECRETARY | 2.00 | $0 | $0 | $0 |
| SANDRA BROSSARD | ||||||||
| C/O SILVERCREST 1330 6TH AVE 38 FL | NEW YORK | NY | 10019 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| JAMES E BUCKMAN | ||||||||
| C/O SILVERCREST 1330 6TH AVE 38 FL | NEW YORK | NY | 10019 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| JOHN S CHALSTY | ||||||||
| C/O SILVERCREST 1330 6TH AVE 38 FL | NEW YORK | NY | 10019 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ORAYNE WILLIAMS | ||||||||
| C/O SILVERCREST 1330 6TH AVE 38 FL | NEW YORK | NY | 10019 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| LYNN NULL | ||||||||
| C/O SILVERCREST 1330 6TH AVE 38 FL | NEW YORK | NY | 10019 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ERIN CAPONE | ||||||||
| C/O SILVERCREST 1330 6TH AVE 38 FL | NEW YORK | NY | 10019 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ROSA ARRINGTON | ||||||||
| C/O SILVERCREST 1330 6TH AVE 38 FL | NEW YORK | NY | 10019 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| EVA BAUCOM | ||||||||
| C/O SILVERCREST 1330 6TH AVE 38 FL | NEW YORK | NY | 10019 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| VALERIE ROWE | ||||||||
| C/O SILVERCREST 1330 6TH AVE 38 FL | NEW YORK | NY | 10019 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| J CODY FITZSIMMONS | ||||||||
| C/O SILVERCREST 1330 6TH AVE 38 FL | NEW YORK | NY | 10019 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| VINCENZO CAPONE | ||||||||
| C/O SILVERCREST 1330 6TH AVE 38 FL | NEW YORK | NY | 10019 | BOARD MEMBER | 40.00 | $123,693 | $3,780 | $0 |
| ROSSANA VILLAFLOR | ||||||||
| C/O SILVERCREST 1330 6TH AVE 38 FL | NEW YORK | NY | 10019 | BOARD MEMBER | 1.00 | $5,571 | $0 | $0 |
| GARY WRINKLE | ||||||||
| C/O SILVERCREST 1330 6TH AVE 38 FL | NEW YORK | NY | 10019 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ALLEN LAUFER | ||||||||
| C/O SILVERCREST 1330 6TH AVE 38 FL | NEW YORK | NY | 10019 | TREASURER | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BLUE ION LLC | |||||
| PO BOX 21691 | CHARLESTON | SC | 29413 | COMMUNICATIONS | $219,071 |
| MONDRAGON LINGUA USA INC | |||||
| 433 HACKENSACK AVENUE STE 804 | HACKENSACK | NJ | 07901 | VARIOUS | $91,239 |
| SILVERCREST ASSET MGMT GROUP | |||||
| 1330 AVENUE OF THE AMERICAS | NEW YORK | NY | 10019 | FINANCIAL | $61,226 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PUBLISHES AND PROVIDES THE OVERCOMING OBSTACLES LIFE SKILLS EDUCATION CURRICULUM TO ALL K-12 EDUCATORS FOR FREE. | Description1Txt |
| Expenses1 | $737,826 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,070,697 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $364,230 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,434,927 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $9,434,927 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $141,524 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,293,403 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $464,670 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $737,826 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $737,826 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $737,826 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $737,826 | RemainingDistriFromCorpusAmt |
| Total Corpus | $737,826 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $249,174 | CurrentYearAmt |
| Year1 | $303,877 | Year1Amt |
| Year2 | $243,568 | Year2Amt |
| Year3 | $218,599 | Year3Amt |
| Total | $1,015,218 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $211,798 | CurrentYearAmt |
| Year1 | $258,295 | Year1Amt |
| Year2 | $207,033 | Year2Amt |
| Year3 | $185,809 | Year3Amt |
| Total | $862,935 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $737,826 | CurrentYearAmt |
| Year1 | $694,881 | Year1Amt |
| Year2 | $569,471 | Year2Amt |
| Year3 | $603,053 | Year3Amt |
| Total | $2,605,231 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $737,826 | CurrentYearAmt |
| Year1 | $694,881 | Year1Amt |
| Year2 | $569,471 | Year2Amt |
| Year3 | $603,053 | Year3Amt |
| Total | $2,605,231 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $309,780 | CurrentYearAmt |
| Year1 | $342,809 | Year1Amt |
| Year2 | $315,657 | Year2Amt |
| Year3 | $309,112 | Year3Amt |
| Total | $1,277,358 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JILL S CHALSTY | ContributingManagerNm |
| Contributing Manager | JOHN S CHALSTY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $262,377 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$78,770 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $183,607 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $183,607 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | Address Line2ContributorUSAddress/AddressLine2Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| JILL JOHN S CHALSTY | |||||||
| 1 | C/O COMMUNITY FOR EDUCATION FDN | 38TH FLOOR | NEW YORK | NY | 10019 | $110,000 | Yes (X) |
| NANCY JAMES BUCKMAN | |||||||
| 2 | C/O COMMUNITY FOR EDUCATION FDN | 1330 AVENUE OF THE AMERICAS 38 FL | NEW YORK | NY | 10019 | $10,000 | Yes (X) |
| TERRA VISTA MANAGEMENT INC | |||||||
| 3 | C/O COMMUNITY FOR EDUCATION FDN | 1330 AVENUE OF THE AMERICAS 38 FL | NEW YORK | NY | 10019 | $10,000 | Yes (X) |
| JOHN VALERIE ROWE | |||||||
| 4 | C/O COMMUNITY FOR EDUCATION FDN | 1330 AVENUE OF THE AMERICAS 38TH FL | NEW YORK | NY | 10019 | $40,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $24,000 | Amt |
| Disbursements Charitable Prps | $24,000 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | DEPRECIATION | PropertyDesc |
| Current Year Expense | $576 | CurrentYearExpenseAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $8,917,979 | EOYBookValueAmt |
| EOYFMV | $8,917,979 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | DEPRECIABLE ASSETS | CategoryOrItemTxt |
| Cost Or Other Basis | $67,126 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $43,649 | AccumulatedDepreciationAmt |
| Book Value | $23,477 | BookValueAmt |
| EOYFMV | $23,477 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTANGIBLE ASSETS | Desc |
| BOY Book Value | $2,937 | BOYBookValueAmt |
| EOY Book Value | $2,937 | EOYBookValueAmt |
| EOYFMV | $2,937 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| OUTSIDE SERVICES | $364,286 | $364,286 |
| OFFICE EXPENSES | $18,940 | $18,940 |
| INSURANCE | $8,187 | $8,187 |
| TELEPHONE | $825 | $825 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $519,082 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT | $37,226 | $33,623 | $3,603 | |
| CONSULTING & MARKETING | $82,198 | $82,198 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $9,500 | $9,500 |
| STATE FILING FEES | $100 | $100 |