CHLECK FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CHLECK FAMILY FOUNDATION INC (EIN 47-1373868)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-04
- IRS object ID
- 202611249349101886
- Schema version
- 2025v4.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-04T15:55:17-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16800 NORTH DALLAS PARKWAY SUITE | AddressLine1Txt |
| Address Line2 | 240 | AddressLine2Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75248 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | 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 | 20 ASCENTA TERRACE | AddressLine1Txt |
| City | WEST NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024652409 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSS B LEVINE | PersonNm |
| Person Title | PRESIDENT/EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5617437017 | PhoneNum |
| Signature | 2026-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAMELA DENNETT | PreparerPersonNm |
| PTIN | P00347075 | PTIN |
| Phone | 9728185300 | PhoneNum |
| Preparation | 2026-04-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $66,739,581 | 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 | $1,685,586 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,649,301 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,927,402 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $56,198,446 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,927,402 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,486 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,486 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,457,279 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,578,189 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $293,125 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $50,438 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $242,687 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26,375 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,188 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,187 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $713,301 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $713,301 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $2 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $58,948 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $34,167 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $12,558 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,432 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,559 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,873 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,096,183 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $812,655 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $271,305 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,365,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,365,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,461,183 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $812,655 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,636,305 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,996,096 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,765,534 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,994,763 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,026,992 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,026,992 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,635,663 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $7,246,182 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $7,351,251 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $27,606,522 | CorporateStockBOYAmt |
| Corporate Stock EOY | $25,653,078 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $32,628,783 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $13,339,186 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,716,317 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $15,407,046 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $374,142 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $315,219 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $296,464 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,732 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,732 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $28,716 | OtherAssetsBOYAmt |
| Other Assets EOY | $29,045 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $29,045 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $49,978,992 | TotalAssetsBOYAmt |
| Total Assets EOY | $54,986,833 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $66,739,581 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $18,829 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,829 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $23,335,344 | CapitalStockBOYAmt |
| Capital Stock EOY | $23,335,346 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $26,643,648 | RetainedEarningBOYAmt |
| Retained Earning EOY | $31,632,658 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $49,978,992 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $54,968,004 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $49,978,992 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $54,986,833 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $49,978,992 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,996,096 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $54,975,088 | SubtotalAmt |
| Other Decreases | $7,084 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $54,968,004 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - MORGAN STANLEY #2098 | 2025-12-31 | $10,938,073 | $8,671,858 | $2,266,215 | $2,266,215 | |
| FROM K-1: PROSHARES ULTRASHORT SILVER | 2025-12-31 | -$230 | -$230 | |||
| FROM K-1: PROSHARES ULTRASHORT EURO | 2025-12-31 | $1,596 | $1,596 | |||
| FROM K-1: PROSHARES ULTRASHORT BLOOMBERG NATURAL GAS | 2025-12-31 | $476 | $476 | |||
| FROM K-1: DB US DOLLAR INDEX BULLISH FUND | 2025-12-31 | -$3,063 | -$3,063 | |||
| FROM K-1: DB US DOLLAR INDEX BEARISH FUND | 2025-12-31 | -$69 | -$69 | |||
| FROM K-1: DB AGRICULTURE FD ETF | 2025-12-31 | -$1,363 | -$1,363 | |||
| PUBLICLY TRADED SECURITIES - MORGAN STANLEY #2098 | 2025-12-31 | $45,178,552 | $45,593,846 | -$415,294 | -$415,294 | |
| FROM K-1: PROSHARES ULTRASHORT SILVER | 2025-12-31 | -$1,072 | -$1,072 | |||
| FROM K-1: PROSHARES ULTRASHORT EURO | 2025-12-31 | $1,064 | $1,064 | |||
| FROM K-1: PROSHARES ULTRASHORT BLOOMBERG NATURAL GAS | 2025-12-31 | $318 | $318 | |||
| FROM K-1: DB US DOLLAR INDEX BULLISH FUND | 2025-12-31 | -$2,042 | -$2,042 | |||
| FROM K-1: DB US DOLLAR INDEX BEARISH FUND | 2025-12-31 | -$46 | -$46 | |||
| FROM K-1: DB AGRICULTURE FD ETF | 2025-12-31 | -$909 | -$909 | |||
| CAPITAL GAINS DIVIDENDS | $81,821 | $81,821 | $81,821 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,927,402 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $38,441 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $38,441 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $38,441 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $27,318 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $27,318 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $11,123 | 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 | EISNER ADVISORY GROUP LLC | IndividualWithBooksNm |
| Phone | 9728185300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16800 NORTH DALLAS PARKWAY SUITE | AddressLine1Txt |
| Address Line2 | 240 | AddressLine2Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75248 | 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 | ||||||||
| 154 WATERS EDGE DRIVE | JUPITER | FL | 33477 | VICE-PRESIDENT/DIRECTOR | 15.00 | $43,125 | $0 | $0 |
| MARA C LEVINE | ||||||||
| 146 COMMODRE DRIVE | JUPITER | FL | 33477 | SECRETARY/DIRECTOR | 5.00 | $0 | $0 | $0 |
| ROSS B LEVINE | ||||||||
| 20 ASCENTA TERRACE | WEST NEWTON | MA | 024652409 | PRESIDENT/EXECUTIVE DIRECT | 40.00 | $187,500 | $0 | $0 |
| JUSTIN D LEVINE | ||||||||
| 57 ROSE LN | LARKSPUR | CA | 94939 | TREASURER/GRANT CONSULTANT | 15.00 | $62,500 | $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 | 28 STATE STREET 26TH FL | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $713,301 | 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 | $35,294,768 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,764,006 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $52,058,774 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $52,058,774 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $780,882 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $51,277,892 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,563,895 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,563,895 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $38,441 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $38,441 | TotalTaxAmt |
| Distributable Before Adj | $2,525,454 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,525,454 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,525,454 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,636,305 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,636,305 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,525,454 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,360,050 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,636,305 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,360,050 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $276,255 | 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 | $2,249,199 | 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 StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BRIGHAM AND WOMEN'S HOSPITAL | |||||||
| 75 FRANCIS ST | BOSTON | MA | 02115 | NONE | PC | CHLECK FAMILY FOUNDATION GRANT PAYMENT | $500,000 |
| JEWISH COMMUNITY CENTER | |||||||
| 520 EIGHTH AVE | NEW YORK | NY | 10018 | NONE | PC | CHLECK FAMILY FOUNDATION GRANT PAYMENT | $500,000 |
| JUPITER MEDICAL CENTER FOUNDATION | |||||||
| 1210 SOUTH OLD DIXIE HIGHWAY | JUPITER | FL | 33458 | NONE | PC | CHLECK FAMILY FOUNDATION GRANT PAYMENT | $150,000 |
| PARK SCHOOL CORPORATION | |||||||
| 171 GODDARD AVE | BROOKLINE | MA | 02445 | NONE | PC | CHLECK FAMILY FOUNDATION GRANT PAYMENT | $50,000 |
| THE AMERICAN FRIENDS OF BATSHEVA | |||||||
| 1201 BROADWAY SUITE 507 | NEW YORK | NY | 10001 | NONE | PC | CHLECK FAMILY FOUNDATION GRANT PAYMENT | $75,000 |
| DANA FARBER INC | |||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | PC | CHLECK FAMILY FOUNDATION GRANT PAYMENT | $200,000 |
| MARIN PRIMARY AND MIDDLE | |||||||
| 20 MAGNOLIA AVE | LARKSPUR | CA | 94939 | NONE | PC | CHLECK FAMILY FOUNDATION GRANT PAYMENT | $40,000 |
| BRIGHAM AND WOMEN'S HOSPITAL | |||||||
| 75 FRANCIS ST | BOSTON | MA | 02115 | NONE | PC | CHLECK FAMILY FOUNDATION GRANT PAYMENT | $750,000 |
| JEWISH COMMUNITY CENTER | |||||||
| 520 EIGHTH AVE | NEW YORK | NY | 10018 | NONE | PC | CHLECK FAMILY FOUNDATION GRANT PAYMENT | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,365,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,685,586 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,486 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,927,402 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,614,474 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,614,474 | 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 | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| CHLECK FAMILY NONGRANTOR CHARITABLE LEAD ANNUITY TR DTD 88 | ||||||
| 1 | 146 COMMODORE DRIVE | JUPITER | FL | 334774004 | $2,228,814 | Yes (X) |
| CHLECK FAMILY NONGRANTOR LEAD ANNUITY TRUST DATED 92215 | ||||||
| 2 | 146 COMMODORE DRIVE | JUPITER | FL | 334774004 | $2,613,991 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $26,375 | Amt |
| Net Investment Income | $13,188 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,187 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MUTUAL FUND | BondNm |
| EOY Book Value | $10,716,317 | EOYBookValueAmt |
| EOYFMV | $15,407,046 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $25,653,078 | EOYBookValueAmt |
| EOYFMV | $32,628,783 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $7,246,182 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $7,351,251 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESCO DB US DOLLAR INDEX BULLISH FUND | AT COST | $5,811 | $5,811 |
| INVESCO DB AGRICULTURE FD | AT COST | $46,513 | $46,651 |
| ARES REIT CL S | AT COST | $200,000 | $185,800 |
| PROSHARES ULTRASHORT BLOOMBERG NATURAL GAS | AT COST | $6,125 | $5,820 |
| 'PROSHARES ULTRASHORT EURO | AT COST | $56,770 | $52,382 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS RECEIVABLE | $20,821 | $29,045 | $29,045 |
| PROCEEDS RECEIVABLE | $7,895 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ADJUSTMENTS | Desc |
| Amt | $7,084 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADP PAYROLL FEES | $1,985 | $596 | $1,389 |
| STATE ANNUAL FEES | $171 | $0 | $171 |
| OFFICE EXPENSES | $267 | $0 | $267 |
| OTHER DEDUCTION THRU K-1 (2%) | $963 | $963 | $0 |
| PUBLICATIONS & SUBSCRIPTIONS | $1,046 | $0 | $1,046 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PORTFOLIO INCOME | Desc |
| Revenue And Expenses Per Books | $1,486 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,486 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,486 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PENDING PURCHASES | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $18,829 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $713,301 | Amt |
| Net Investment Income | $713,301 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $17,939 | $5,381 | $12,558 |
| FOREIGN TAXES | $28,786 | $28,786 | $0 |
| FEDERAL TAXES | $12,223 | $0 | $0 |