COMMUNITY FOR EDUCATION FOUNDATION OVERCOMING OBSTACLES: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOR EDUCATION FOUNDATION OVERCOMING OBSTACLES (EIN 95-4367454)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-12
- IRS object ID
- 202301329349102350
- Schema version
- 2021v4.0
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-12T12:06:51-04:00 | ReturnTs |
| Tax Period End | 2022-06-30 | 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 | 2021-07-01 | 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 | 2023-05-11 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONNA STEFANELLI | PreparerPersonNm |
| PTIN | P00849568 | PTIN |
| Phone | 4349774420 | PhoneNum |
| Preparation | 2023-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $9,303,498 | 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 | $60,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $318,076 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $306,432 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $318,076 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $435,600 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,388,815 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $435,600 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $7,231 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $813,676 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $742,032 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $325,307 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $127,400 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $127,400 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $69,583 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $69,583 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $23,779 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $23,779 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $121,283 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $37,679 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $13,270 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $78,459 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,160 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $8,160 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $576 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $4,715 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,715 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $390,945 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $390,945 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $746,441 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,679 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $21,430 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $694,881 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $746,441 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,679 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $21,430 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $694,881 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $67,235 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $704,353 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $303,877 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $59,956 | CashBOYAmt |
| Cash EOY | $135,522 | CashEOYAmt |
| Cash EOYFMV | $135,522 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $161,817 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $57,278 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $57,278 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,377,208 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,029,835 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,029,835 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $67,126 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $43,073 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $21,751 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $24,053 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $24,053 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $43,630 | OtherAssetsBOYAmt |
| Other Assets EOY | $56,810 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $56,810 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,664,362 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,303,498 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,303,498 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $43,848 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $47,948 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $43,848 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $47,948 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $10,020,514 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $8,655,550 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $600,000 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $600,000 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,620,514 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,255,550 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,664,362 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,303,498 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,620,514 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $67,235 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,687,749 | SubtotalAmt |
| Other Decreases | $1,432,199 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,255,550 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MARKETABLE SECURITIES | P | 2021-07-01 | 2022-06-30 | $180,143 | $172,285 | $7,858 | $7,858 |
| MARKETABLE SECURITIES | P | 2021-06-01 | 2022-06-30 | $1,396,740 | $1,028,810 | $367,930 | $367,930 |
| MARKETABLE SECURITIES | P | 2021-07-01 | 2022-06-30 | $116,181 | $117,617 | -$1,436 | -$1,436 |
| MARKETABLE SECURITIES | P | 2021-06-01 | 2022-06-30 | $40,777 | $41,734 | -$957 | -$957 |
| MARKETABLE SECURITIES | P | 2021-06-01 | 2022-06-30 | $455,270 | $458,166 | -$2,896 | -$2,896 |
| MARKETABLE SECURITIES | P | 2021-07-01 | 2022-06-30 | $35,011 | $34,202 | $809 | $809 |
| MARKETABLE SECURITIES | P | 2021-06-01 | 2022-06-30 | $164,693 | $100,401 | $64,292 | $64,292 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $435,600 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $7,231 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,791 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,791 | SubtotalAmt |
| Tax Based On Investment Income | $9,791 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,518 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $9,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $16,018 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,227 | OverpaymentAmt |
| Applied To ES Tax | $6,227 | 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.COM | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (13 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 |
| LISA MARINO | ||||||||
| 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 | $126,000 | $3,780 | $0 |
| ROSSANA VILLAFLOR | ||||||||
| C/O SILVERCREST 1330 6TH AVE 38 FL | NEW YORK | NY | 10019 | BOARD MEMBER | 1.00 | $1,400 | $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 | $218,126 |
| MONDRAGON LINGUA USA INC | |||||
| 433 HACKENSACK AVENUE STE 804 | HACKENSACK | NJ | 07901 | VARIOUS | $119,813 |
| SILVERCREST ASSET MGMT GROUP | |||||
| 1330 AVENUE OF THE AMERICAS | NEW YORK | NY | 10019 | FINANCIAL | $54,824 |
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 | $695,041 | 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 | $10,086,918 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $353,948 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,440,866 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $10,440,866 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $156,613 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,284,253 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $514,213 | 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 | $694,881 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $694,881 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $694,881 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $694,881 | RemainingDistriFromCorpusAmt |
| Total Corpus | $694,881 | 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 | $303,877 | CurrentYearAmt |
| Year1 | $243,568 | Year1Amt |
| Year2 | $218,599 | Year2Amt |
| Total | $766,044 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $258,295 | CurrentYearAmt |
| Year1 | $207,033 | Year1Amt |
| Year2 | $185,809 | Year2Amt |
| Total | $651,137 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $694,881 | CurrentYearAmt |
| Year1 | $569,471 | Year1Amt |
| Year2 | $603,053 | Year2Amt |
| Total | $1,867,405 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $694,881 | CurrentYearAmt |
| Year1 | $569,471 | Year1Amt |
| Year2 | $603,053 | Year2Amt |
| Total | $1,867,405 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $342,809 | CurrentYearAmt |
| Year1 | $315,657 | Year1Amt |
| Year2 | $309,112 | Year2Amt |
| Total | $967,578 | 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 | $318,076 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $435,600 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $753,676 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $753,676 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | Address Line2ContributorUSAddress/AddressLine2Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| NANCY JAMES BUCKMAN | |||||||
| 1 | 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 | |||||||
| 2 | C/O COMMUNITY FOR EDUCATION FDN | 1330 AVENUE OF THE AMERICAS 38 FL | NEW YORK | NY | 10019 | $10,000 | Yes (X) |
| JOHN VALERIE ROWE | |||||||
| 3 | C/O COMMUNITY FOR EDUCATION FDN | 1330 AVENUE OF THE AMERICAS 38TH FL | NEW YORK | NY | 10019 | $40,000 | Yes (X) |
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 | $9,029,835 | EOYBookValueAmt |
| EOYFMV | $9,029,835 | 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 | $43,073 | AccumulatedDepreciationAmt |
| Book Value | $24,053 | BookValueAmt |
| EOYFMV | $24,053 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTANGIBLE ASSETS | $3,437 | $2,937 | $2,937 |
| ACCRUED DIVIDENDS/INTEREST | $40,193 | $53,873 | $53,873 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $1,432,199 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| OUTSIDE SERVICES | $363,269 | $363,269 |
| OFFICE EXPENSES | $21,485 | $21,485 |
| INSURANCE | $5,324 | $5,324 |
| TELEPHONE | $824 | $824 |
| BANK FEES | $43 | $43 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $121,283 | Amt |
| Net Investment Income | $37,679 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13,270 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $78,459 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $8,000 | $8,000 |
| STATE FILING FEES | $160 | $160 |