COMMUNITY FOR EDUCATION FOUNDATION OVERCOMING OBSTACLES: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOR EDUCATION FOUNDATION OVERCOMING OBSTACLES (EIN 95-4367454)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-17
- IRS object ID
- 202131379349100988
- Schema version
- 2019v5.0
- 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 Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-17T11:00:49-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | 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 | 2019-07-01 | 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 | 2021-05-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EVAN KWIATKOWSKI | PreparerPersonNm |
| PTIN | P01509799 | PTIN |
| Phone | 4349774420 | PhoneNum |
| Preparation | 2021-05-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return Former Pub Chrty | Yes (X) | InitialReturnFormerPubChrtyInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,684,849 | 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 | $103,910 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $266,534 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $244,395 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $266,534 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$416,560 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,923,460 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $747 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $659 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $747 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | -$45,369 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $245,054 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $267,281 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $125,772 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $101,473 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $3,204 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $3,204 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $16,838 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $16,838 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $154,264 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $42,055 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $48,682 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $113,098 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $185 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $185 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $400 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $400 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $428 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $31,606 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $31,606 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $336,249 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $336,249 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $668,946 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,055 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $48,682 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $603,053 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $668,946 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,055 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $48,682 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $603,053 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$714,315 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $202,999 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $218,599 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $94,697 | CashBOYAmt |
| Cash EOY | $103,518 | CashEOYAmt |
| Cash EOYFMV | $103,518 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $261,826 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $189,125 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $189,125 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,364,773 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,350,813 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,350,813 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $48,803 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $41,151 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $2,848 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $7,652 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $7,652 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $33,977 | OtherAssetsBOYAmt |
| Other Assets EOY | $33,741 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $33,741 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,758,121 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,684,849 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,684,849 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $58,577 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $41,992 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $58,577 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $41,992 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $9,099,544 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $8,042,857 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $600,000 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $600,000 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,699,544 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,642,857 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,758,121 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,684,849 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,699,544 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$714,315 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,985,229 | SubtotalAmt |
| Other Decreases | $342,372 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,642,857 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES-EQUITY | P | $608,071 | $871,214 | -$263,143 | -$263,143 |
| PUBLICLY TRADED SECURITIES-EQUITY | P | $244,638 | $433,926 | -$189,288 | -$189,288 |
| PUBLICLY TRADED SECURITIES-SMALL CAP | P | $15,197 | $24,121 | -$8,924 | -$8,924 |
| PUBLICLY TRADED SECURITIES-SMALL CAP | P | $120,749 | $100,050 | $20,699 | $20,699 |
| PUBLICLY TRADED SECURITIES-FIXED INC | P | $213,426 | $212,225 | $1,201 | $1,201 |
| PUBLICLY TRADED SECURITIES-FIXED INC | P | $533,341 | $528,469 | $4,872 | $4,872 |
| PUBLICLY TRADED SECURITIES-HGH YIELD | P | $70,000 | $70,005 | -$5 | -$5 |
| PUBLICLY TRADED SECURITIES-HGH YIELD | P | $100,000 | $100,010 | -$10 | -$10 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$416,560 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$270,871 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,060 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,060 | SubtotalAmt |
| Tax Based On Investment Income | $4,060 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $8,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $8,500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,440 | OverpaymentAmt |
| Applied To ES Tax | $4,440 | 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 (15 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 |
| STUART SUBOTNICK | ||||||||
| 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 |
| VERONE H KENNEDY | ||||||||
| 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 |
| GEOFFREY STERN | ||||||||
| 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 | $123,269 | $0 | $0 |
| ROSSANA VILLAFLOR | ||||||||
| C/O SILVERCREST 1330 6TH AVE 38 FL | NEW YORK | NY | 10019 | BOARD MEMBER | 1.00 | $2,503 | $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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BLUE ION LLC | |||||
| PO BOX 21691 | CHARLESTON | SC | 29413 | COMMUNICATIONS | $111,345 |
| MONDRAGON LINGUA USA INC | |||||
| 433 HACKENSACK AVENUE STE 804 | HACKENSACK | NJ | 07601 | TRANSLATION | $107,095 |
| SILVERCREST ASSET MGMT GROUP | |||||
| C/O SILVERCREST 230 COURT SQUARE | CHARLOTTESVILLE | VA | 22902 | FINANCIAL | $71,000 |
| 1600 AMPHITHEATRE PARKWAY | MOUNTAIN VIEW | CA | 94043 | VARIOUS | $52,314 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PUBLISHES AND PROVIDES THE OVERCOMING OBSTACLES LIFE SKILLS EDUCATION CURRICULUM TO ALLEN K-12 EDUCATORS FOR FREE. | Description1Txt |
| Expenses1 | $577,505 | 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 | $9,121,575 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $292,994 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,414,569 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $9,414,569 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $141,219 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,273,350 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $463,668 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $603,053 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $603,053 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $603,053 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $603,053 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $603,053 | RemainingDistriFromCorpusAmt |
| Total Corpus | $603,053 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2019-07-01 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $218,599 | CurrentYearAmt |
| Total | $218,599 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $185,809 | CurrentYearAmt |
| Total | $185,809 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $603,053 | CurrentYearAmt |
| Total | $603,053 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $603,053 | CurrentYearAmt |
| Total | $603,053 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $309,112 | CurrentYearAmt |
| Total | $309,112 | 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
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $266,534 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$416,560 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| PROGRAM FEES | 14 | $88 |
| OTHER INCOME | 14 | $659 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$149,279 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$149,279 | 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 (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | Address Line2ContributorUSAddress/AddressLine2Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| MUIRFIELD CAPITAL MANAGEMENT | |||||||
| 1 | C/O COMMUNITY FOR EDUCATION FDN | 1330 AVENUE OF THE AMERICAS 38 FL | NEW YORK | NY | 10019 | $25,000 | Yes (X) |
| CONAIR CORPORATION | |||||||
| 2 | C/O COMMUNITY FOR EDUCATION FDN | 1330 AVENUE OF THE AMERICAS 38 FL | NEW YORK | NY | 10019 | $5,000 | Yes (X) |
| NANCY JAMES BUCKMAN | |||||||
| 3 | C/O COMMUNITY FOR EDUCATION FDN | 1330 AVENUE OF THE AMERICAS 38 FL | NEW YORK | NY | 10019 | $10,000 | Yes (X) |
| ROWE FAMILY FOUNDATION | |||||||
| 4 | C/O COMMUNITY FOR EDUCATION FDN | 1330 AVENUE OF THE AMERICAS 38 FL | NEW YORK | NY | 10019 | $40,000 | Yes (X) |
| TERRA VISTA MANAGEMENT INC | |||||||
| 5 | C/O COMMUNITY FOR EDUCATION FDN | 1330 AVENUE OF THE AMERICAS 38 FL | NEW YORK | NY | 10019 | $10,000 | Yes (X) |
| THE SHUBERT ORGANIZATION INC | |||||||
| 6 | C/O COMMUNITY FOR EDUCATION FDN | 1330 AVENUE OF THE AMERICAS 38 FL | NEW YORK | NY | 10019 | $7,500 | Yes (X) |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | DEPRECIATION | PropertyDesc |
| Current Year Expense | $428 | CurrentYearExpenseAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $8,350,813 | EOYBookValueAmt |
| EOYFMV | $8,350,813 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | DEPRECIABLE ASSETS | CategoryOrItemTxt |
| Cost Or Other Basis | $48,803 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $41,151 | AccumulatedDepreciationAmt |
| Book Value | $7,652 | BookValueAmt |
| EOYFMV | $7,652 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTANGIBLE ASSETS | $3,115 | $3,200 | $3,200 |
| ACCRUED DIVIDENDS/INTEREST | $30,862 | $30,541 | $30,541 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $342,372 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| OUTSIDE SERVICES | $307,646 | $307,646 |
| OFFICE EXPENSES | $14,122 | $14,122 |
| SCHOLARSHIP | $8,492 | $8,492 |
| INSURANCE | $4,856 | $4,856 |
| TELEPHONE | $1,133 | $1,133 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| PROGRAM FEES | $88 | $88 | |
| OTHER INCOME | $659 | $659 | $659 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $154,264 | Amt |
| Net Investment Income | $42,055 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $48,682 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $113,098 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $400 | Amt |
| Disbursements Charitable Prps | $400 | DisbursementsCharitablePrpsAmt |