STRATEGY STUDIO / PUBLIC DATA EXPLORER

ROBERT J AND DEBORAH A CHALFIN FAMILY FOUNDATION INC: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
ROBERT J AND DEBORAH A CHALFIN FAMILY FOUNDATION INC (EIN 20-0488649)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-05-02
IRS object ID
201221239349100217
Schema version
2011v1.2
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)
Timestamp2012-05-02T10:26:22-07:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

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 Date2011-01-01TaxPeriodBeginDate

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 Signed2012-05-02DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NamePaul M Gazaleh CPAName
Phone7323211414Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY78946FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss3InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm3InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm3InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss451DividendsRevAndExpnss
Dividends Net Invst Incm451DividendsNetInvstIncm
Dividends Adj Net Incm451DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss1616NetGainSaleAssetsRevAndExpnss
Gross Sales Price4253GrossSalesPrice
Capital Gain Net Incm Net Invst Incm1616CapitalGainNetIncmNetInvstIncm
Net STCG Adj Net Incm378NetSTCGAdjNetIncm
Other Income Rev And Expnss14OtherIncomeRevAndExpnss
Total Revenue And Expenses2084TotalRevenueAndExpenses
Total Net Investment Income2070TotalNetInvestmentIncome
Total Adjusted Net Income832TotalAdjustedNetIncome
Other Prof Fees Rev And Expnss243OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm243OtherProfFeesNetInvstIncm
Other Expenses Rev And Expnss50OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss293TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm243TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss7475ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps7475ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss7768TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm243TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps7475TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-5684ExcessOfRevenueOverExpenses
Net Investment Income1827NetInvestmentIncome
Adjusted Net Income832AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY3111CashBOY
Cash EOY1639CashEOY
Cash EOYFMV1639CashEOYFMV
Savings And Temp Cash Invst BOY100929SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY77307SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV77307SavingsAndTempCashInvstEOYFMV
Total Assets BOY104040TotalAssetsBOY
Total Assets EOY78946TotalAssetsEOY
Total Assets EOYFMV78946TotalAssetsEOYFMV
Other Liabilities EOY1OtherLiabilitiesEOY
Total Liabilities EOY1TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY104040CapitalStockBOY
Capital Stock EOY78945CapitalStockEOY
Total Net Assets BOY104040TotalNetAssetsBOY
Total Net Assets EOY78945TotalNetAssetsEOY
Total Liabilities Net Assets BOY104040TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY78946TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY104040TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-5684ExcessOfRevenueOverExpenses
Subtotal98356Subtotal
Other Decreases19411OtherDecreases
Total Net Assets Fund Balances EOY78945TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

FieldValueIRS element (for citing)
Capital Gain Net Income1616CapitalGainNetIncome
Net Short Term Capital Gain Or Loss378NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year16100QualifyingDistributionsYear1
Qualifying Distributions Year26000QualifyingDistributionsYear2
Noncharitable Assets Year285222NoncharitableAssetsYear2
Distribution Ratio Year20.07040DistributionRatioYear2
Qualifying Distributions Year34881QualifyingDistributionsYear3
Noncharitable Assets Year3113427NoncharitableAssetsYear3
Distribution Ratio Year30.04303DistributionRatioYear3
Qualifying Distributions Year49810QualifyingDistributionsYear4
Noncharitable Assets Year4121844NoncharitableAssetsYear4
Distribution Ratio Year40.08051DistributionRatioYear4
Qualifying Distributions Year57125QualifyingDistributionsYear5
Noncharitable Assets Year5102157NoncharitableAssetsYear5
Distribution Ratio Year50.06975DistributionRatioYear5
Total Distribution Ratio0.26370TotalDistributionRatio
Average Distribution Ratio0.05274AverageDistributionRatio
One Percent Net Investment Income18OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One18AdjNonchrtblAssetsAndOnePct
Qualifying Distributions7475QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax18InvestmentIncomeExciseTax
Subtotal18Subtotal
Tax Based On Investment Income18TaxBasedOnInvestmentIncome
Tax Due18TaxDue

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 Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances0AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets0TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Adj Total FMV Of Unused Assets0AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable0CashDeemedCharitable
Net Noncharitable Assets0NetNoncharitableAssets
Minimum Investment Return0MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgXSect4942j3j5FndtnAndFrgnOrg

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions7475ExpensesAndContributions
Qualifying Distributions7475QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm18OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions7457AdjQualifyingDistributions

Private Operating Foundations PrivateOperatingFoundations

FieldValueIRS element (for citing)
Section4942j3XSection4942j3

Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn

FieldValueIRS element (for citing)
Current Year0CurrentYear
Year2960Year2
Year31620Year3
Total2580Total

Percent85 Of Lessor Percent85OfLessor

FieldValueIRS element (for citing)
Year2816Year2
Year31377Year3
Total2193Total

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Current Year7475CurrentYear
Year16100Year1
Year26000Year2
Year34881Year3
Total24456Total

Qlfy Distri Made Directly QlfyDistriMadeDirectly

FieldValueIRS element (for citing)
Current Year7475CurrentYear
Year16100Year1
Year26000Year2
Year34881Year3
Total24456Total

Total Assets TotalAssets

FieldValueIRS element (for citing)
Year381792Year3
Total81792Total

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 (11 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
I HAVE A DREAM - PLAINFIELD PROJECT
90 WOODBRIDGE CENTER DRIVEWOODBRIDGENJ07095INDEPENDENTPUBLICIN SUPPORT OF COMMUNITY$75
NATIONAL MS SOCIETY
733 THIRD AVENUE 3RD FLOORNEW YORKNY10017INDEPENDENTPUBLICIN MEMORY OF DECEASED$25
CONGREGATION ROLDOLPH SHALOM
2713 BAYSHORE BOULEVARDTAMPAFL33629INDEPENDENTPUBLICIN SUPPORT OF COMMUNITY$100
BIKE MS NYC
733 THIRD AVENUE 3RD FLOORNEW YORKNY10017INDEPENDENTPUBLICIN MEMORY OF DECEASED$25
UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STREETPHILADELPHIAPA19104INDEPENDENTPUBLICIN SUPPORT OF EDUCATION$5,000
LAUREN SCHRECK
46 BARTON STREETMETUCHENNJ08837INDEPENDENTINDIVIDUAIN SUPPORT OF EDUCATION$250
SHIVANI PANDIT
FIVE BARBARA PLACEMETUCHENNJ08840INDEPENDENTINDIVIDUAIN SUPPORT OF EDUCATION$250
ALEXIS JAFFE
59 HICKORY STREETMETUCHENNJ08840INDEPENDENTINDIVIDUAIN SUPPORT OF EDUCATION$250
METUCHEN LITTLE LEAGUE - BUDDY BALL
20 HALE COURTMETUCHENNJ08840INDEPENDENTPUBLICIN SUPPORT OF COMMUNITY$250
CHRISTINA GRAHAM
12B REDFIELD VILLAGE APT1METUCHENNJ08840INDEPENDENTINDIVIDUAIN SUPPORT OF EDUCATION$1,000
DEEP JALIL
379 COLLEGE DRIVEEDISONNJ08817INDEPENDENTINDIVIDUAIN SUPPORT OF EDUCATION$250
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year7475TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Related Or Exempt Function Income3RelatedOrExemptFunctionIncome

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Related Or Exempt Function Income451RelatedOrExemptFunctionIncome

Other Investment Income Part VII OtherInvestmentIncomePartVII

FieldValueIRS element (for citing)
Related Or Exempt Function Income14RelatedOrExemptFunctionIncome

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Related Or Exempt Function Income1616RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Related Or Exempt Function Income2084RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA2084TotalPartXVIA

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

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

FieldValueIRS element (for citing)
DescriptionUNREALIZED GAIN OR LOSSDescription
Amount$19,411Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionState Registration FeesDescription
Revenue And Expenses Per Books50RevenueAndExpensesPerBooks

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionOther Investment IncomeDescription
Revenue And Expenses Per Books14RevenueAndExpensesPerBooks

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionRoundingDescription
EOY Book Value1EOYBookValue

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategory
Amount$243Amount
Net Investment Income243NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps