ROBERT J AND DEBORAH A CHALFIN FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT J AND DEBORAH A CHALFIN FAMILY FOUNDATION INC (EIN 20-0488649)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-02-08
- IRS object ID
- 201910399349100406
- Schema version
- 2018v3.1
- 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
- Expln Of Non Filing With AG Stmt
- Other Decreases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-02-08T12:54:47-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 295793003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 | 45 BRIDGE STRRET | AddressLine1Txt |
| City | METUCHEN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 088402278 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT J CHALFIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7323211099 | PhoneNum |
| Signature | 2019-01-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM B NAGLE | PreparerPersonNm |
| PTIN | P00001982 | PTIN |
| Phone | 8552722455 | PhoneNum |
| Preparation | 2019-01-28 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 172.75.20.252 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-01-28 | IPDt |
| IP Tm | 11:40:43 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9183C04CF2B51CCC9A41AD1816232DAEAEA43D83 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9183C04CF2B51CCC9A41AD1816232DAEAEA43D83 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $127,251 | 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 | $11,760 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,194 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,194 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,194 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,929 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $30,448 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,929 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $16,883 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,123 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,194 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $133 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $133 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $133 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $133 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $133 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $133 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,683 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $133 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $133 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,200 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,990 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,061 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $129,865 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $127,251 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $127,251 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $129,865 | TotalAssetsBOYAmt |
| Total Assets EOY | $127,251 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $127,251 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $129,865 | CapitalStockBOYAmt |
| Capital Stock EOY | $127,251 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $129,865 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $127,251 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $129,865 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $127,251 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $129,865 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,200 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $141,065 | SubtotalAmt |
| Other Decreases | $13,814 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $127,251 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| OAKMARK FUNDS | 2014-01-15 | 2018-07-05 | $19,554 | $14,759 | $4,795 | $4,795 |
| COLUMBIA BANK | 2018-09-26 | 2018-11-06 | $10,894 | $11,760 | -$866 | -$866 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,929 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$866 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,900 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $99,090 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.039358 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,875 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $92,001 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052989 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,724 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $96,051 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049182 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,432 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $103,220 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.033249 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $29,786 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $107,648 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.276698 | DistributionYr5Rt |
| Total Distribution | 0.451476 | TotalDistributionRt |
| Average Distribution | 0.090295 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $126,630 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $11,434 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $50 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $11,484 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,550 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $100 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $100 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $100 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $100 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | ROBERT CHALFIN | IndividualWithBooksNm |
| Phone | 7323211099 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 BRIDGE STREET | AddressLine1Txt |
| City | METUCHEN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 088402278 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT J CHALFIN | ||||||||
| 83 CLARENDON COURT | METUCHEN | NJ | 088401504 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| DEBORAH A CHALFIN | ||||||||
| 83 CLARENDON COURT | METUCHEN | NJ | 088401504 | SECRETARY | 1.00 | $0 | $0 | $0 |
| RISA CHALFIN | ||||||||
| 83 CLARENDON COURT | METUCHEN | NJ | 088401504 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| BENJAMIN CHALFIN | ||||||||
| 83 CLARENDON COURT | METUCHEN | NJ | 088401504 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | EDUCATION | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | COMMUNITY | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
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 | $128,558 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $128,558 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $128,558 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,928 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $126,630 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,332 | 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 | $5,550 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,550 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,550 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $24,244 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $282 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $24,526 | TotalExcessDistributionCyovAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $24,526 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $24,244 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $282 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $282 | ExcessFromYear2Amt |
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 | $1,061 | CurrentYearAmt |
| Year1 | $3,856 | Year1Amt |
| Year2 | $374 | Year2Amt |
| Year3 | $1,463 | Year3Amt |
| Total | $6,754 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $902 | CurrentYearAmt |
| Year1 | $3,278 | Year1Amt |
| Year2 | $318 | Year2Amt |
| Year3 | $1,244 | Year3Amt |
| Total | $5,741 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,550 | CurrentYearAmt |
| Year1 | $3,900 | Year1Amt |
| Year2 | $4,875 | Year2Amt |
| Year3 | $4,724 | Year3Amt |
| Total | $19,049 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,550 | CurrentYearAmt |
| Year1 | $3,900 | Year1Amt |
| Year2 | $4,875 | Year2Amt |
| Year3 | $4,724 | Year3Amt |
| Total | $19,049 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $127,251 | CurrentYearAmt |
| Year1 | $129,865 | Year1Amt |
| Year2 | $95,349 | Year2Amt |
| Year3 | $91,456 | Year3Amt |
| Total | $443,921 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $127,251 | CurrentYearAmt |
| Year1 | $129,865 | Year1Amt |
| Year2 | $95,349 | Year2Amt |
| Year3 | $91,456 | Year3Amt |
| Total | $443,921 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $11,760 | CurrentYearAmt |
| Year1 | $25,000 | Year1Amt |
| Year2 | $4,875 | Year2Amt |
| Year3 | $4,724 | Year3Amt |
| Total | $46,359 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $11,760 | CurrentYearAmt |
| Year1 | $25,000 | Year1Amt |
| Year2 | $4,875 | Year2Amt |
| Year3 | $4,724 | Year3Amt |
| Total | $46,359 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,123 | CurrentYearAmt |
| Year1 | $6,638 | Year1Amt |
| Year2 | $374 | Year2Amt |
| Year3 | $1,463 | Year3Amt |
| Total | $13,598 | 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 | 45 BRIDGE STREET | AddressLine1Txt |
| City | METUCHEN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 088402278 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7323211099 | RecipientPhoneNum |
| 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 (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| METUCHEN LITTLE LEAGUE BUDDY BALL | ||||||||
| 20 HALE CPURT | METUCHEN | NJ | 08840 | INDEPENDENT | PC | COMMUNITY SUPPORT | $300 | |
| B'NAI TIKVAH | ||||||||
| 1001 FINNEGANS LANE | NORTH BRUNSWICK | NJ | 08902 | INDEPEDENT | PC | COMMUNITY SUPPORT | $100 | |
| HOLIDAY EXPRESS | ||||||||
| 151 INDUSTRIAL WAY EAST BLDG 4 | EATONTOWN | NJ | 07724 | INDEPENDENT | PC | COMMUNITY SUPPORT | $150 | SUITE A |
| OCHSNER HEALTH CENTER GREG SMITH PATIENT FUND | ||||||||
| 1514 JEFFERSON HWY BH 607 | NEW ORLEANS | LA | 70121 | INDEPENDENT | PC | COMMUNITY SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,550 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $1,194 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,929 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $5,123 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,123 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | 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 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ROBERT J AND DEBORAH A CHALFIN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $11,760 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 700 SHS COLUMBIA BANK | NoncashPropertyDesc |
| Fair Market Value | $11,760 | FairMarketValueAmt |
| Received | 2018-09-26 | ReceivedDt |
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 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED DEPRECIATION OF SECURITIES | Desc |
| Amt | $13,814 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT J DEBORAH CHALFIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 83 CLARENDON COURT | AddressLine1Txt |
| City | METUCHEN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 088401504 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $133 | Amt |
| Net Investment Income | $133 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $133 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |