STRATEGY STUDIO / PUBLIC DATA EXPLORER

JACKSON FAMILY CHARITABLE TR: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
JACKSON FAMILY CHARITABLE TR (EIN 87-6407256)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-11
IRS object ID
202543159349102359
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-11T15:02:55-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN881478669PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1730 THIRD AVENUE 11TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN876407256EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JACKSON FAMILY CHARITABLE TRUSTBusinessNameLine1Txt
Business Name Line2JACK CHEHEBAR TRUSTEEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJACKBusinessNameControlTxt
Phone2129975100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12184 E 3RD STAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11223ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGABRIEL J CHEHEBARPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2129975100PhoneNum
Signature2025-11-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHEATHER SANTONINOPreparerPersonNm
PTINP01426282PTIN
Phone2124855500PhoneNum
Preparation2025-11-07PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$908,411FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$0TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$190,794ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$190,794ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$190,794TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$190,794TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$190,794ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$899,205SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$908,411SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$908,411SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$899,205TotalAssetsBOYAmt
Total Assets EOY$908,411TotalAssetsEOYAmt
Total Assets EOYFMV$908,411TotalAssetsEOYFMVAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$200,000OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$200,000TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$899,205RetainedEarningBOYAmt
Retained Earning EOY$708,411RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$899,205TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$708,411TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$899,205TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$908,411TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$899,205TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$190,794ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$708,411SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$708,411TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksGABRIEL J CHEHEBARIndividualWithBooksNm
Phone2129975100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12184 E 3RD STAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11223ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JACK CHEHEBAR
433 AVENUE TBROOKLYNNY11223TRUSTEE2.00$0$0$0
GABRIEL J CHEHEBAR
2184 EAST 3RD STREETBROOKLYNNY11223TRUSTEE2.00$0$0$0
ISAAC J CHEHEBAR
2111 EAST 3RD STREETBROOKLYNNY11223TRUSTEE2.00$0$0$0
ELLIOT J CHEHEBAR
2035 EAST 3RD STREETBROOKLYNNY11223TRUSTEE2.00$0$0$0
REUBEN J CHEHEBAR
433 AVENUE TBROOKLYNNY11223TRUSTEE2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,002,143AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,002,143TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,002,143AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,032CashDeemedCharitableAmt
Net Vl Noncharitable Assets$987,111NetVlNoncharitableAssetsAmt
Minimum Investment Return$49,356MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$49,356MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$49,356DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$49,356DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$49,356DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$190,794ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$190,794QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$49,356DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$8,063ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$196,768ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$128,742ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$333,573TotalExcessDistributionCyovAmt
Qualifying Distributions$190,794QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$49,356AppliedToCurrentYearAmt
Remaining Distri From Corpus$141,438RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$475,011TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$475,011ExcessDistriCyovToNextYrAmt
Excess From Year3$8,063ExcessFromYear3Amt
Excess From Year2$196,768ExcessFromYear2Amt
Excess From Year1$128,742ExcessFromYear1Amt
Excess From Current Year$141,438ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
RABBINICAL SEMINARY OF AMERICA
76-01 147TH SFLUSHINGNY11367NONEPCGENERAL OPERATING SUPPORT$260
BNOS MALKA ACADEMY
71-02 113TH STFLUSHINGNY11375NONEPCGENERAL OPERATING SUPPORT$1,000
LAPID YESHIVA
13401 ROCKAWAY BEACH BLVDROCKAWAY PARKNY11694NONEPCGENERAL OPERATING SUPPORT$1,000
SEPHARDIC FOOD FUND
8 W 40TH ST FL 4NEW YORKNY10018NONEPCGENERAL OPERATING SUPPORT$1,000
CONGREGATION BNEI YITZHAK
730 AVE SBROOKLYNNY11223NONEPCGENERAL OPERATING SUPPORT$1,800
MASKEEL EL DAL SOCIETY
1845 E 5TH STBROOKLYNNY11223NONEPCGENERAL OPERATING SUPPORT$1,800
CONGREGATION MISHKOID L'AVIR YAAKOV
766 N MAIN STSPRING VALLEYNY10977NONEPCGENERAL OPERATING SUPPORT$1,800
KOLELL SHAS KEREN HATORAH INC
PO BOX 1175HILLBURNNY10931NONEPCGENERAL OPERATING SUPPORT$2,000
SEPHARDIC DIVISION CHAIM MEDICAL
3611 14TH AVENUE SUITE 347BROOKLYNNY11228NONEPCGENERAL OPERATING SUPPORT$2,600
AMERICA GIVES
1732 1ST AVE 27091NEW YORKNY10128NONEPCGENERAL OPERATING SUPPORT$2,600
DSN BEACH CLUB
123 OCEAN AVE NDEALNJ07723NONEPCGENERAL OPERATING SUPPORT$3,333
YESHIVAT HECHAL SHEMUEL
1719 AVENUE PBROOKLYNNY11229NONEPCGENERAL OPERATING SUPPORT$3,600
LEMAHN ACHAI ACADEMY
4405 13TH AVENUEBROOKLYNNY11219NONEPCGENERAL OPERATING SUPPORT$3,600
CARMEI HAIR INTERNATIONAL
1002 QUENTIN RD SUITE3002ABROOKLYNNY11223NONEPCGENERAL OPERATING SUPPORT$3,600
CONG BETHEL OF FLATBUSH
2181 EAST 3RD STREETBROOKLYNNY11223NONEPCGENERAL OPERATING SUPPORT$4,600
MAGEN DAVID YESHIVA
2170 MCDONALD AVEBROOKLYNNY11223NONEPCGENERAL OPERATING SUPPORT$5,001
YAD YOSEF
1036 OCEAN PKWYBROOKLYNNY11230NONEPCGENERAL OPERATING SUPPORT$5,200
BET YAAKOV OROT SARA
1123 AVENUE NBROOKLYNNY11230NONEPCGENERAL OPERATING SUPPORT$5,600
KEREN EZER L'NEFESH
2 SKILLMAN ST 310BROOKLYNNY11205NONEPCGENERAL OPERATING SUPPORT$6,000
KOLLEL HECHAL HATORAH
70 STERLING PLACETEANECKNJ07666NONEPCGENERAL OPERATING SUPPORT$7,200
THE EDMOND J SAFRA SYNAGOGUE
2085 OCEAN PARKWAYBROOKLYNNY11223NONEPCGENERAL OPERATING SUPPORT$7,800
SEPHARDIC BIKUR HOLI
379 KINGS HIGHWAYBROOKLYNNY11223NONEPCGENERAL OPERATING SUPPORT$8,200
THE SAFE FOUNDATION
255 AVENUE WBROOKLYNNY11223NONEPCGENERAL OPERATING SUPPORT$10,000
FRIENDS OF UNITED HATZALAH
442 5TH AVE SUITE 1866NEW YORKNY10018NONEPCGENERAL OPERATING SUPPORT$12,000
OHEL YAACOB CONGREGATION
4 OCEAN AVE N PO BOX 243DEALNJ07723NONEPCGENERAL OPERATING SUPPORT$17,200
YDE SCHOOL
325 AVENUE YBROOKLYNNY11223NONEPCGENERAL OPERATING SUPPORT$72,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$190,794TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$0TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescEXCHANGE - RECOVERYDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$200,000EOYBookValueAmt