CHLECK FAMILY FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: CHLECK FAMILY FOUNDATION INC (EIN 47-1373868)
Tax period: 2019-01-01 to 2019-12-31
Filed: 2020-06-25
IRS object ID: 202021779349100832
Schema version: 2019v5.1
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 Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Land Etc Schedule2
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-06-25T16:34:31-05:00	ReturnTs
Tax Period End	2019-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	111986323	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MARCUM LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	53 STATE STREET	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02109	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2019-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	471373868	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CHLECK FAMILY FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	CHLE	BusinessNameControlTxt
Phone	5617437017	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	144 W CONCORD ST UNIT 3	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02118	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ROSS LEVINE	PersonNm
Person Title	PRESIDENT/EXECUTIVE DIRECTOR	PersonTitleTxt
Phone	5617437017	PhoneNum
Signature	2020-06-25	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	SUSAN DUPUIS	PreparerPersonNm
PTIN	P01014842	PTIN
Phone	6178075000	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	47.19.127.190	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2020-06-25	IPDt
IP Tm	16:27:01	IPTm
IP Timezone	ED	IPTimezoneCd
Federal Original Submission Id	0482662020177032ce18	FederalOriginalSubmissionId
Federal Original Submission Id	2020-06-25	FederalOriginalSubmissionIdDt
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709	AtSubmissionCreationDeviceId
At Submission Filing Device Id	5646463611682D9FF634D53B57C349B9DAC2909E	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2021-04-22 16:20:28Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$32,358,852	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	$4,842,805	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$625,267	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$620,113	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$940,090	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$22,188,422	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$940,090	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$57,664	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$28,434	OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm	$0	OtherIncomeAdjNetIncmAmt
Total Rev And Expnss	$6,465,826	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,588,637	TotalNetInvstIncmAmt
Total Adj Net Incm	$0	TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$199,500	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$36,850	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm	$0	CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$162,650	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$8,667	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$4,334	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm	$0	OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$4,333	OthEmplSlrsWgsDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$27,000	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$13,500	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$13,500	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$321,013	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$321,013	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm	$0	OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$40,565	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$23,417	TaxesNetInvstIncmAmt
Taxes Adj Net Incm	$0	TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl	$11,147	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$546	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$0	DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm	$0	DeprecAndDpltnAdjNetIncmAmt
Other Expenses Rev And Expnss	$2,143	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$231	OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm	$0	OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl	$1,912	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$599,434	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$399,345	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$193,542	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$800,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$800,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,399,434	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$399,345	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$993,542	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$5,066,392	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,189,292	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$575,188	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$356,724	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$356,724	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$21,491,059	CorporateStockBOYAmt
Corporate Stock EOY	$26,367,161	CorporateStockEOYAmt
Corporate Stock EOYFMV	$30,225,606	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$1,052,848	CorporateBondsBOYAmt
Corporate Bonds EOY	$1,451,351	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$1,540,405	CorporateBondsEOYFMVAmt
Other Investments BOY	$192,727	OtherInvestmentsBOYAmt
Other Investments EOY	$203,524	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$228,240	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$2,732	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$2,685	LandBldgEquipAccumDeprecAmt
Land BOY	$593	LandBOYAmt
Land EOY	$47	LandEOYAmt
Land EOYFMV	$47	LandEOYFMVAmt
Other Assets BOY	$7,830	OtherAssetsBOYAmt
Other Assets EOY	$7,830	OtherAssetsEOYAmt
Other Assets EOYFMV	$7,830	OtherAssetsEOYFMVAmt
Total Assets BOY	$23,320,245	TotalAssetsBOYAmt
Total Assets EOY	$28,386,637	TotalAssetsEOYAmt
Total Assets EOYFMV	$32,358,852	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$23,320,245	CapitalStockBOYAmt
Capital Stock EOY	$23,320,245	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$0	RetainedEarningBOYAmt
Retained Earning EOY	$5,066,392	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$23,320,245	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$28,386,637	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$23,320,245	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$28,386,637	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$23,320,245	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$5,066,392	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$28,386,637	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$28,386,637	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)

PropertyPropertyDesc	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd	SoldSoldDt
PUBLICLY TRADED SECURITIES - MORGAN STANLEY #2098	$15,572,130	$15,507,134	$64,996	$64,996
PUBLICLY TRADED SECURITIES - MORGAN STANLEY #2098	$155,430	$158,517	-$3,087	-$3,087
PUBLICLY TRADED SECURITIES - MORGAN STANLEY #2098	$6,189,897	$5,441,780	$748,117	$748,117
PUBLICLY TRADED SECURITIES - MORGAN STANLEY #2098	$68,217	$32,398	$35,819	$35,819
PUBLICLY TRADED SECURITIES - MORGAN STANLEY #2098	$108,192	$108,040	$152	$152
ST CAP LOSS - PROSHARES ULTRASHORT GOLD		$225	-$225	-$225	P	2019-12-31
ST CAP GAIN - INVESCO DB US DOLLAR INDEX BULLISH	$3		$3	$3	P	2019-12-31
ST CAP LOSS - PROSHARES ULTRASHORT SILVER		$38	-$38	-$38	P	2019-12-31
ST CAP GAIN - DB COMMODITY INDEX TRACKING	$31		$31	$31	P	2019-12-31
1256 ST - PROSHARES ULTRASHORT EURO	$14		$14	$14	P	2019-12-31
1256 ST - PROSHARES ULTRASHORT GOLD		$68	-$68	-$68	P	2019-12-31
1256 ST - INVESCO DB US DOLLAR INDEX BULLISH		$12	-$12	-$12	P	2019-12-31
1256 ST - PROSHARES ULTRASHORT YEN	$21		$21	$21	P	2019-12-31
1256 ST - PROSHARES ULTRASHORT SILVER	$16		$16	$16	P	2019-12-31
1256 ST - DB COMMODITY INDEX TRACKING	$302		$302	$302	P	2019-12-31
1256 ST - INVESCO DB GOLD FUND	$374		$374	$374	P	2019-12-31
1256 LT - PROSHARES ULTRASHORT EURO	$21		$21	$21	P	2019-12-31
1256 LT - PROSHARES ULTRASHORT GOLD		$102	-$102	-$102	P	2019-12-31
1256 LT - INVESCO DB US DOLLAR INDEX BULLISH		$18	-$18	-$18	P	2019-12-31
1256 LT - PROSHARES ULTRASHORT YEN	$31		$31	$31	P	2019-12-31
1256 LT - PROSHARES ULTRASHORT SILVER	$24		$24	$24	P	2019-12-31
1256 LT - DB COMMODITY INDEX TRACKING	$453		$453	$453	P	2019-12-31
1256 LT - INVESCO DB GOLD FUND	$562		$562	$562	P	2019-12-31
CAPITAL GAINS DIVIDENDS	$92,704		$92,704	$92,704	P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$940,090	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	$62,479	NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$815,667	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$21,355,056	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.038195	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$510,719	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$16,270,369	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.031390	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$543,303	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$11,891,539	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.045688	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$338,948	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$11,499,141	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.029476	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$0	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$1,008,473	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.000000	DistributionYr5Rt
Total Distribution	0.144749	TotalDistributionRt
Average Distribution	0.028950	AverageDistributionRt
Net Vl Noncharitable Assets	$26,309,587	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$761,663	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$11,893	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$773,556	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$993,542	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	Yes (X)	DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax	$11,893	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$11,893	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$11,893	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$11,625	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$11,625	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$268	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	FL	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	MARCUM LLP	IndividualWithBooksNm
Phone	6178075000	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	53 STATE STREET FLOOR 17	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02109	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (1)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	0	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	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
RISA A CHLECK
144 W CONCORD ST UNIT 3	BOSTON	MA	02118	VICE-PRESIDENT/DIRECTOR	15.00	$34,500	$0	$0
MARA F LEVINE
144 W CONCORD ST UNIT 3	BOSTON	MA	02118	SECRETARY/DIRECTOR	5.00	$0	$0	$0
ROSS B LEVINE
144 W CONCORD ST UNIT 3	BOSTON	MA	02118	PRESIDENT/EXECUTIVE DIRECT	45.00	$115,000	$0	$0
JUSTIN D LEVINE
144 W CONCORD ST UNIT 3	BOSTON	MA	02118	TREASURER/GRANT CONSULTANT	15.00	$50,000	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MORGAN STANLEY	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	125 HIGH STREET	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02110	ZIPCd

Field	Value	IRS element (for citing)
Service Type	INVESTMENT ADVISORY	ServiceTypeTxt
Compensation	$321,013	CompensationAmt

Field	Value	IRS element (for citing)
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$26,363,651	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$346,590	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$26,710,241	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$26,710,241	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$400,654	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$26,309,587	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,315,479	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,315,479	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$11,893	TaxBasedOnInvestmentIncomeAmt
Total Tax	$11,893	TotalTaxAmt
Distributable Before Adj	$1,303,586	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$1,303,586	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$1,303,586	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$993,542	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$993,542	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$11,893	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$981,649	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,303,586	DistributableAsAdjustedAmt
Undistributed Income PY	$724,079	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$993,542	QualifyingDistributionsAmt
Applied To Year1	$724,079	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$269,463	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$1,034,123	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
DANA- FARBER CANCER INSTITUTE
10 BROOKLINE PLACE WEST 6TH FLOOR	BROOKLINE	MA	02445	NONE	PUBLIC CHARITY	CHLECK FAMILY FELLOWSHIP FUND	$200,000
HEBREW COLLEGE
160 HERRICK ROAD	NEWTON CENTRE	MA	02459	NONE	PUBLIC CHARITY	CHLECK FAMILY FOUNDATION GRANT PAYMENT	$100,000
JUPITER MEDICAL CENTER FOUNDATION
1210 S OLD DIXIE HIGHWAY	JUPITER	FL	33458	NONE	PUBLIC CHARITY	CHLECK FAMILY FOUNDATION GRANT PAYMENT	$100,000
MASSACHUSETTS GENERAL HOSPITAL
125 NASHUA STREET STE 540	BOSTON	MA	02114	NONE	PUBLIC CHARITY	CHLECK FAMILY FOUNDATION GRANT IN SUPPORT OF DR. ASHWIN ANANTHAKRISTHNAN	$100,000
UNIVERSITY OF MASSACHUSETTS AMHERST
710 NORTH PLEASANT STREET	AMHERST	MA	01003	NONE	PUBLIC CHARITY	CHLECK FAMILY FOUNDATION SCHOLARSHIP FUND	$100,000
JUPITER THEATRE
1001 EAST INDIANTOWN ROAD	JUPITER	FL	33477	NONE	PUBLIC CHARITY	CHLECK FAMILY FOUNDATION GRANT PAYMENT	$25,000
THE AMERICAN FRIENDS OF BATSHEVA
1201 BROADWAY SUITE 507	NEW YORK	NY	10001	NONE	PUBLIC CHARITY	CHLECK FAMILY FOUNDATION GRANT PAYMENT	$25,000
ISRAEL ENDOWMENT FUND
630 THIRS AVENUE RM 1500	NEW YORK	NY	10017	NONE	PUBLIC CHARITY	CHLECK FAMILY FOUNDATION GRANT PAYMENT	$50,000
NORTHEASTERN UNIVERSITY
716 COLUMBUS AVENUE CP 491	BOSTON	MA	02120	NONE	PUBLIC CHARITY	CHLECK FAMILY FOUNDATION SCHOLARSHIP	$100,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$800,000	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$625,267	ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$57,664	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$940,090	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$1,623,021	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,623,021	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Noncash ContributionNoncashContributionInd
CHLECK FAMILY NONGRANTOR CHARITABLE LEAD ANNUITY TR DTD 8816
1	C/O MARCUM LLP 53 STATE ST 17TH FL	BOSTON	MA	02109	$2,228,814	Yes (X)
CHLECK FAMILY NONGRANTOR LEAD ANNUITY TRUST DATED 92215
2	C/O MARCUM LLP 53 STATE ST 17TH FL	BOSTON	MA	02109	$2,613,991	Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	2,228,814 SHS INVESCO PREMIER INST	$2,228,814	2019-12-17
2	2,613,991 SHS INVESCO PREM US GOVT MNY INST	$2,613,991	2019-12-17

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$27,000	Amt
Net Investment Income	$13,500	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$13,500	DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

Field	Value	IRS element (for citing)
Property	COMPUTER	PropertyDesc
Acquired	2015-02-12	AcquiredDt
Cost Or Other Basis	$2,732	CostOrOtherBasisAmt
Prior Year Depreciation	$2,139	PriorYearDepreciationAmt
Computation Method	SL	ComputationMethodTxt
Life	5.000000000000	LifeRt
Current Year Expense	$546	CurrentYearExpenseAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	CORPORATE BONDS	BondNm
EOY Book Value	$1,451,351	EOYBookValueAmt
EOYFMV	$1,540,405	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	CORPORATE STOCK	StockNm
EOY Book Value	$26,367,161	EOYBookValueAmt
EOYFMV	$30,225,606	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	INVESTMENT IN GS MIDDLE MARKET	CategoryOrItemTxt
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMVCd
Book Value	$203,524	BookValueAmt
EOYFMV	$228,240	EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

Field	Value	IRS element (for citing)
Category Or Item	COMPUTER	CategoryOrItemTxt
Cost Or Other Basis	$2,732	CostOrOtherBasisAmt
Accumulated Depreciation	$2,685	AccumulatedDepreciationAmt
Book Value	$47	BookValueAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	OTHER RECEIVEABLE	Desc
BOY Book Value	$7,830	BOYBookValueAmt
EOY Book Value	$7,830	EOYBookValueAmt
EOYFMV	$7,830	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADP PAYROLL FEES	$348	$104	$0	$244
STATE ANNUAL FEES	$205	$0	$0	$205
PORTFOLIO DEDUCTIONS FROM PASSTHROUGH	$127	$127	$0	$0
PUBLICATIONS AND SUBSCRIPTIONS	$989	$0	$0	$989
OFFICE EXPENSES	$183	$0	$0	$183
TRAVEL	$38	$0	$0	$38
MEALS	$253	$0	$0	$253

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
NON-DIVIDEND DISTRIBUTIONS	$29,230	$0	$0
MISC INCOME	$28,434	$28,434	$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT MANAGEMENT FEES	CategoryTxt
Amt	$321,013	Amt
Net Investment Income	$321,013	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES	$15,925	$4,777	$0	$11,147
FOREIGN TAXES	$18,640	$18,640	$0	$0
FEDERAL TAXES	$6,000	$0	$0	$0