STRATEGY STUDIO / PUBLIC DATA EXPLORER

ROBERT J AND DEBORAH A CHALFIN FAMILY FOUNDATION INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
ROBERT J AND DEBORAH A CHALFIN FAMILY FOUNDATION INC (EIN 20-0488649)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-12-19
IRS object ID
201343539349100104
Schema version
2012v2.0
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-12-19T12:03:21-08:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Robert J Chalfin PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line146 Bridge StreetAddressLine1
CityMetuchenCity
StateNJState
ZIP Code08840ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN200488649EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE ROBERT J AND DEBORAH A CHALFINBusinessNameLine1
Business Name Line2FAMILY FOUNDATION INCBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlROBENameControl
Phone7323211099Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line145 BRIDGE STREETAddressLine1
CityMETUCHENCity
StateNJState
ZIP Code08840ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameRobert J ChalfinName
TitlePresidentTitle
Date Signed2013-12-19DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NamePaul M Gazaleh CPAName
PTINP00232244PTIN
Phone7323211414Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Amended ReturnXAmendedReturn
Exempt PFXExemptPF
FMV Assets EOY80563FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss25732ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss5InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm5InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm5InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss600DividendsRevAndExpnss
Dividends Net Invst Incm600DividendsNetInvstIncm
Dividends Adj Net Incm600DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss-621NetGainSaleAssetsRevAndExpnss
Gross Sales Price19735GrossSalesPrice
Net STCG Adj Net Incm450NetSTCGAdjNetIncm
Other Income Rev And Expnss57OtherIncomeRevAndExpnss
Total Revenue And Expenses25773TotalRevenueAndExpenses
Total Net Investment Income605TotalNetInvestmentIncome
Total Adjusted Net Income1055TotalAdjustedNetIncome
Other Prof Fees Rev And Expnss247OtherProfFeesRevAndExpnss
Other Expenses Rev And Expnss25OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss272TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss20711ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps20711ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss20983TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps20711TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses4790ExcessOfRevenueOverExpenses
Net Investment Income605NetInvestmentIncome
Adjusted Net Income1055AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY1639CashBOY
Cash EOY12913CashEOY
Cash EOYFMV12913CashEOYFMV
Savings And Temp Cash Invst BOY77307SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY67650SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV67650SavingsAndTempCashInvstEOYFMV
Total Assets BOY78946TotalAssetsBOY
Total Assets EOY80563TotalAssetsEOY
Total Assets EOYFMV80563TotalAssetsEOYFMV
Other Liabilities BOY1OtherLiabilitiesBOY
Total Liabilities BOY1TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY78945CapitalStockBOY
Capital Stock EOY80563CapitalStockEOY
Total Net Assets BOY78945TotalNetAssetsBOY
Total Net Assets EOY80563TotalNetAssetsEOY
Total Liabilities Net Assets BOY78946TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY80563TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY78945TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses4790ExcessOfRevenueOverExpenses
Subtotal83735Subtotal
Other Decreases3172OtherDecreases
Total Net Assets Fund Balances EOY80563TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

FieldValueIRS element (for citing)
Capital Gain Net Income-621CapitalGainNetIncome
Net Short Term Capital Gain Or Loss450NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year17457QualifyingDistributionsYear1
Qualifying Distributions Year26100QualifyingDistributionsYear2
Qualifying Distributions Year36000QualifyingDistributionsYear3
Noncharitable Assets Year385222NoncharitableAssetsYear3
Distribution Ratio Year30.07040DistributionRatioYear3
Qualifying Distributions Year44881QualifyingDistributionsYear4
Noncharitable Assets Year4113427NoncharitableAssetsYear4
Distribution Ratio Year40.04303DistributionRatioYear4
Qualifying Distributions Year59810QualifyingDistributionsYear5
Noncharitable Assets Year5121844NoncharitableAssetsYear5
Distribution Ratio Year50.08051DistributionRatioYear5
Total Distribution Ratio0.19395TotalDistributionRatio
Average Distribution Ratio0.03879AverageDistributionRatio
Net Noncharitable Assets3535NetNoncharitableAssets
Adjusted Noncharitable Assets137AdjustedNoncharitableAssets
One Percent Net Investment Income6OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One143AdjNonchrtblAssetsAndOnePct
Qualifying Distributions20711QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax6InvestmentIncomeExciseTax
Subtotal6Subtotal
Tax Based On Investment Income6TaxBasedOnInvestmentIncome
Tax Due6TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Form990 T FiledfalseForm990TFiled
Termination EtcfalseTerminationEtc
Requirements Of Sect508efalseRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationtruePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1Robert J ChalfinBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number7323211099BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line145 Bridge StreetAddressLine1
CityMetuchenCity
StateNJState
ZIP Code088401504ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Acts Fail To Qualify As ExceptionsfalseActsFailToQualifyAsExceptions
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Excess Business HoldingsfalseExcessBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Tr Fail To Qualify As ExceptionsfalseTrFailToQualifyAsExceptions
Maint Expend ResponsibilityfalseMaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn
Proceeds Or Net IncomefalseProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
BENJAMIN CHALFIN
83 CLARENDON COURTMETUCHENNJ08840Trustee0.000
RISA CHALFIN
83 CLARENDON COURTMETUCHENNJ08840Trustee0.000
DEBORAH A CHALFIN
83 CLARENDON CTMETUCHENNJ08840Secretary1.000
ROBERT J CHALFIN
83 CLARENDON COURTMETUCHENNJ08840President1.000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1EducationDescription1
Expenses10Expenses1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities3458AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances131AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets3589TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Adj Total FMV Of Unused Assets3589AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable54CashDeemedCharitable
Net Noncharitable Assets3535NetNoncharitableAssets
Minimum Investment Return177MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgXSect4942j3j5FndtnAndFrgnOrg

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions20711ExpensesAndContributions
Qualifying Distributions20711QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm6OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions20705AdjQualifyingDistributions

Private Operating Foundations PrivateOperatingFoundations

FieldValueIRS element (for citing)
Section4942j3XSection4942j3

Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn

FieldValueIRS element (for citing)
Current Year177CurrentYear
Year3960Year3
Total1137Total

Percent85 Of Lessor Percent85OfLessor

FieldValueIRS element (for citing)
Current Year150CurrentYear
Year3816Year3
Total966Total

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Current Year20711CurrentYear
Year17475Year1
Year26100Year2
Year36000Year3
Total40286Total

Qlfy Distri Made Directly QlfyDistriMadeDirectly

FieldValueIRS element (for citing)
Current Year20711CurrentYear
Year17475Year1
Year26100Year2
Year36000Year3
Total40286Total

Total Assets TotalAssets

FieldValueIRS element (for citing)
Current Year80563CurrentYear
Total80563Total

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi

FieldValueIRS element (for citing)
Current Year80563CurrentYear
Total80563Total

Two Thirds Min Invst Return TwoThirdsMinInvstReturn

FieldValueIRS element (for citing)
Total0Total

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerDEBORAH A CHALFINContributingManager
Contributing ManagerROBERT J CHALFINContributingManager

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameTHE R J AND D A CHALFIN FAMILY FOUNRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line145 BRIDGE STREETAddressLine1
CityMETUCHENCity
StateNJState
ZIP Code08840ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number7323211099RecipientPhoneNumber
Form And Info And Materialshttp://www.chalfin.com/foundation/FormAndInfoAndMaterials
Submission DeadlinesNoneSubmissionDeadlines
Restrictions On AwardsSubject to discretion of Board of Trustees.RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STREETPHILADELPHIAPA19104INDEPENDENTPUBLICIN SUPPORT OF EDUCATION$16,000
BIRTHRIGHT ISRAEL
33 EAST 33RD STREET 7TH FLOORNEW YORKNY10016INDEPENDENTPUBLICIN SUPPORT OF COMMUNITY$500
GIORDANO HALLERAN CIESLA PC
125 HALF MILE ROADRED BANKNJ07701INDEPENDENTPUBLICIN SUPPORT OF DECEASED$100
BIKE MS NYC
733 THIRD AVENUE 3RD FLOORIN SUPPORT OF COMMUNITNY10017INDEPENDENTPUBLICIN SUPPORT OF COMMUNITY$25
COLTS NECK REFORMED CHURCH
72 HIGHWAY 537 WESTCOLTS NECKNJ07722INDEPENDENTPUBLICIN MEMORY OF DECEASED$50
LEAH HINES
66 STONEHAM PLACEMETUCHENNJ08840INDEPENDENTINDIVIDUAIN SUPPORT OF EDUCATION$1,000
EMILY LACASKEY
23 KELLY STREETMETUCHENNJ08837INDEPENDENTINDIVIDUAIN SUPPORT OF EDUCATION$1,000
EGYPT PRINGLEY-MACK
176 CENTRAL AVENUE FIRST FLOORMETUCHENNJ08840INDEPENDENTINDIVIDUAIN SUPPORT OF EDUCATION$500
SEABROOK SCHOLARSHIP FUND
3000 ESSEX ROADTINTON FALLSNJ07753INDEPENDENTPUBLICGIFT IN HONOR$36
ELIZABETH KLAPPER
158 DURHAM AVENUE APT 1AMETUCHENNJ08840INDEPENDENTPUBLICIN SUPPORT OF EDUCATION$1,000
CARL ROCKER
16 WOODWILD TERRACEMETUCHENNJ08840INDEPENDENTINDIVIDUAIN SUPPORT OF EDUCATION$250
METUCHEN LITTLE LEAGUE-BUDDY BALL
20 HALE COURTMETUCHENNJ08840INDEPENDENTPUBLICIN SUPPORT OF COMMUNITY$250
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year20711TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Unrelated Business Income$5UnrelatedBusinessIncomeAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Unrelated Business Income$600UnrelatedBusinessIncomeAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

FieldValueIRS element (for citing)
Unrelated Business Income$57UnrelatedBusinessIncomeAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Related Or Exempt Function Income-621RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$662UnrelatedBusinessIncomeAmount
Related Or Exempt Function Income-621RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA41TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo (3 entries)

Contributor NumberContributorNumberContributor Name IndividualContributorNameIndividualAddress Line1ContributorAddressUS/AddressLine1CityContributorAddressUS/CityStateContributorAddressUS/StateZIP CodeContributorAddressUS/ZIPCodeAggregate ContributionsAggregateContributionsPerson Contribution TypePersonContributionTypeNoncash Contribution TypeNoncashContributionType
3Robert and Deborah Chalfin83 Clarendon CourtMetuchenNJ0884010000X
2Robert and Deborah Chalfin83 Clarendon CourtMetuchenNJ088407647X
1Robert and Deborah Chalfin83 Clarendon CourtMetuchenNJ088408085X

Noncash Property NoncashProperty (2 entries)

Contributor Number From Part IContributorNumberFromPartINoncash Property DescriptionNoncashPropertyDescriptionFair Market ValueFairMarketValueDate ReceivedDateReceived
215 SH OF APPLE STOCK76472012-12-14
115 SH OF APPLE STOCK80852012-12-12

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionState Registration FeesDescription
Revenue And Expenses Per Books25RevenueAndExpensesPerBooks

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionOther Investment IncomeDescription
Revenue And Expenses Per Books57RevenueAndExpensesPerBooks

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategory
Amount$247Amount
Net Investment Income0NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps