ROBERT J AND DEBORAH A CHALFIN FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT J AND DEBORAH A CHALFIN FAMILY FOUNDATION INC (EIN 20-0488649)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-10
- IRS object ID
- 202231309349103188
- 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
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-10T14:21:56-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 270591824 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | W B NAGLE LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 591 CAROLINA FARMS BLVD | AddressLine1Txt |
| City | MYRTLE BEACH | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29579 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200488649 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROBERT J AND DEBORAH A CHALFIN | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 7323211099 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 83 CLARENDON CT | AddressLine1Txt |
| City | METUCHEN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 088401504 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT J CHALFIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7323211099 | PhoneNum |
| Signature | 2022-05-09 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | CHALFIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM B NAGLE | PreparerPersonNm |
| PTIN | P00001982 | PTIN |
| Phone | 8552722455 | PhoneNum |
| Preparation | 2022-05-10 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $310,072 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $57,390 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $2,304 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,304 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,304 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,797 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $36,606 | GrossSalesPriceAmt |
| Total Rev And Expnss | $65,493 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,306 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,306 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $400 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $26 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $26 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $26 | TaxesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $426 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $426 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,326 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $426 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $51,167 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,280 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,880 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $106 | CashBOYAmt |
| Cash EOY | $511 | CashEOYAmt |
| Cash EOYFMV | $511 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,842 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,043 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,043 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $188,801 | CorporateStockBOYAmt |
| Corporate Stock EOY | $297,518 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $297,518 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $195,749 | TotalAssetsBOYAmt |
| Total Assets EOY | $310,072 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $310,072 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $195,749 | CapitalStockBOYAmt |
| Retained Earning EOY | $310,072 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $195,749 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $310,072 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $195,749 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $310,072 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $195,749 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $51,167 | ExcessRevenueOverExpensesAmt |
| Other Increases | $63,156 | OtherIncreasesAmt |
| Subtotal | $310,072 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $310,072 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $32 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $32 | SubtotalAmt |
| Tax Based On Investment Income | $32 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $32 | TaxDueAmt |
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 |
| Form990 PF Filed With Atty Gen | false | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT J CHALFIN | IndividualWithBooksNm |
| Phone | 7323211099 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 83 CLARENDON COURT | AddressLine1Txt |
| City | METUCHEN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 088401504 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT J CHALFIN | ||||||||
| 83 CLARENDON COURT | METUCHEN | NJ | 088401504 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| DEBORAH A CHALFIN | ||||||||
| 83 CLARENDON COURT | METUCHEN | NJ | 088401504 | SECRETARY | 000.00 | $0 | $0 | $0 |
| RISA CHALFIN | ||||||||
| 83 CLARENDON COURT | METUCHEN | NJ | 088401504 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| BENJAMIN CHALFIN | ||||||||
| 83 CLARENDON COURT | METUCHEN | NJ | 088401504 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | EDUCATION | Description1Txt |
| Expenses1 | $5,000 | Expenses1Amt |
| Description2 | COMMUNITY SUPPORT | Description2Txt |
| Expenses2 | $8,900 | Expenses2Amt |
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 | $243,160 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,751 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $252,911 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $252,911 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,794 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $249,117 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,456 | 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 | $13,900 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $13,900 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $13,900 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $13,900 | RemainingDistriFromCorpusAmt |
| Total Corpus | $13,900 | 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 | $1,880 | CurrentYearAmt |
| Year1 | $1,835 | Year1Amt |
| Year2 | $2,056 | Year2Amt |
| Year3 | $1,061 | Year3Amt |
| Total | $6,832 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,598 | CurrentYearAmt |
| Year1 | $1,560 | Year1Amt |
| Year2 | $1,748 | Year2Amt |
| Year3 | $902 | Year3Amt |
| Total | $5,808 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $13,900 | CurrentYearAmt |
| Year1 | $10,400 | Year1Amt |
| Year2 | $4,330 | Year2Amt |
| Year3 | $5,550 | Year3Amt |
| Total | $34,180 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $13,900 | CurrentYearAmt |
| Year1 | $10,400 | Year1Amt |
| Year2 | $4,330 | Year2Amt |
| Year3 | $5,550 | Year3Amt |
| Total | $34,180 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $310,072 | CurrentYearAmt |
| Year1 | $195,749 | Year1Amt |
| Year2 | $165,557 | Year2Amt |
| Year3 | $127,251 | Year3Amt |
| Total | $798,629 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $310,072 | CurrentYearAmt |
| Year1 | $195,749 | Year1Amt |
| Year2 | $165,557 | Year2Amt |
| Year3 | $127,251 | Year3Amt |
| Total | $798,629 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT J CHALFIN | ContributingManagerNm |
| Contributing Manager | DEBORAH A CHALFIN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBERT J CHALFIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 83 CLARENDON CT | AddressLine1Txt |
| City | METUCHEN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 088401504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7323211099 | RecipientPhoneNum |
| Recipient Email Address | BOB@CHALFIN.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | HTTP://WWW.CHALFIN.COM/FOUNDATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SUBJECT TO DISCRETION OF BOARD OF TRUSTEES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| TRUSTEES OF UNIVERSITY OF | ||||||||
| PENNSYLVANIA | 1 COLLEGE HALL | PHILADELPHIA | PA | 19104 | INDEPENDENT | PC | EDUCATION | $5,000 |
| INNOCENCE PROJECT | ||||||||
| 40 WORTH ST 701 | NEW YORK | NY | 10013 | INDEPENDENT | PC | COMMUNITY SUPPORT | $5,000 | |
| NEVE SHALOM RABBI ROSIN FUND | ||||||||
| 250 GROVE AVE | METUCHEN | NJ | 08840 | INDEPENDENT | PC | COMMUNITY SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,304 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,797 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8,103 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,103 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | TRUSTEES REQUIRED TO INVEST THE FUNDS |
| 4 | TRUSTEES REQUIRED TO INVEST THE FUNDS |
| 7 | TRUSTEES REQUIRED TO INVEST THE FUNDS |
| 8 | TRUSTEES REQUIRED TO INVEST THE FUNDS |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $400 | Amt |
| Adjusted Net Income | $400 | AdjustedNetIncomeAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | EXEMPT FROM FILING SINCE THE ORGANIZATION DOES NOT SOLICIT FUNDS | ExplanationTxt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| EQY LIFESTYLE PROP INC | 2019-09 | PURCHASE | 2021-06 | $11,272 | $10,008 | $1,264 |
| EQY LIFESTYLE PROP INC | PURCHASE | 2021-07 | $646 | $539 | $107 | |
| EQY LIFESTYLE PROP INC | PURCHASE | 2021-07 | $12,173 | $10,262 | $1,911 | |
| BLUE FOUNDRY | 2021-07 | DONATION | 2021-07 | $12,515 | $10,000 | $2,515 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC | $28,936 | $28,936 |
| APPLE INC | $73,158 | $73,158 |
| BERKSHIRE HATHAWAY | $26,910 | $26,910 |
| BLUE FOUNDRY | $43,890 | $43,890 |
| DOUGLAS DYNAMICS | $15,174 | $15,174 |
| MICROSOFT | $52,851 | $52,851 |
| PEPSICO | $29,305 | $29,305 |
| SCHWAB | $17,186 | $17,186 |
| UNITED HEALTH GROUP | $10,108 | $10,108 |
| EQY LIFESTYLE PROP |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION OF SECURITIES | Desc |
| Amt | $63,156 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $26 | Amt |
| Net Investment Income | $26 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $26 | AdjustedNetIncomeAmt |