COMMUNITY FOR EDUCATION FOUNDATION OVERCOMING OBSTACLES: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOR EDUCATION FOUNDATION OVERCOMING OBSTACLES (EIN 95-4367454)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-04-27
- IRS object ID
- 202641179349101759
- Schema version
- 2024v5.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-27T15:46:29-04:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112461669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SILVERCREST FINANCIAL SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 COURT SQUARE SUITE 101 | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954367454 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOR EDUCATION FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | DBA OVERCOMING OBSTACLES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 2126490600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 AVENUE OF THE AMERICAS 38 FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JILL S CHALSTY | PersonNm |
| Person Title | CHAIRPERSON | PersonTitleTxt |
| Phone | 2126490615 | PhoneNum |
| Signature | 2026-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN KOLVEK | PreparerPersonNm |
| PTIN | P01864375 | PTIN |
| Phone | 4349774420 | PhoneNum |
| Preparation | 2026-04-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $10,850,806 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,125,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $268,216 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $268,216 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $268,216 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $189,273 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,767,771 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $189,273 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,582,489 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $457,489 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $268,216 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $163,032 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $80,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $80,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $28,981 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $28,981 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $24,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $153,606 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,806 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $118,800 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,700 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $200 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $576 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $38,938 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $38,938 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $354,347 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $354,347 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $860,180 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,806 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $200 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $645,066 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $860,180 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,806 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $200 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $645,066 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $722,309 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $422,683 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $268,016 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $67,989 | CashBOYAmt |
| Cash EOY | $49,845 | CashEOYAmt |
| Cash EOYFMV | $49,845 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,259,568 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $144,535 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $144,535 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,373,596 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,631,164 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,631,164 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $67,126 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $44,801 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $22,901 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $22,325 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $22,325 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,937 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,937 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,937 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,726,991 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,850,806 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,850,806 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $121,611 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $57,206 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $121,611 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $57,206 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $9,005,380 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $10,193,600 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $600,000 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $600,000 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,605,380 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,793,600 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,726,991 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,850,806 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,605,380 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $722,309 | ExcessRevenueOverExpensesAmt |
| Other Increases | $465,911 | OtherIncreasesAmt |
| Subtotal | $10,793,600 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,793,600 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MARKETABLE SECURITIES | P | $1,351,266 | $1,386,347 | -$35,081 | -$35,081 |
| MARKETABLE SECURITIES | P | $1,416,505 | $1,192,151 | $224,354 | $224,354 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $189,273 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,875 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,875 | SubtotalAmt |
| Tax Based On Investment Income | $5,875 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,129 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $12,129 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $23 | EsPenaltyAmt |
| Overpayment | $6,231 | OverpaymentAmt |
| Applied To ES Tax | $6,231 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.OVERCOMINGOBSTACLES.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CO SILVERCREST ASSET MGMT GROUP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126490600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 AVENUE OF THE AMERICAS | AddressLine1Txt |
| Address Line2 | 38TH FL | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 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 |
|---|---|---|---|---|---|---|---|---|
| JILL S CHALSTY | ||||||||
| C/O SILVERCREST 1330 6TH AVE 38 FL | NEW YORK | NY | 10019 | CHAIRPERSON | 20.00 | $25,992 | $0 | $0 |
| MICHAEL D GELFAND | ||||||||
| C/O SILVERCREST 1330 6TH AVE 38 FL | NEW YORK | NY | 10019 | SECRETARY | 2.00 | $0 | $0 | $0 |
| SANDRA BROSSARD | ||||||||
| C/O SILVERCREST 1330 6TH AVE 38 FL | NEW YORK | NY | 10019 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| JAMES E BUCKMAN | ||||||||
| C/O SILVERCREST 1330 6TH AVE 38 FL | NEW YORK | NY | 10019 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ORAYNE WILLIAMS | ||||||||
| C/O SILVERCREST 1330 6TH AVE 38 FL | NEW YORK | NY | 10019 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| LYNN NULL | ||||||||
| C/O SILVERCREST 1330 6TH AVE 38 FL | NEW YORK | NY | 10019 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ERIN CAPONE | ||||||||
| C/O SILVERCREST 1330 6TH AVE 38 FL | NEW YORK | NY | 10019 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ROSA ARRINGTON | ||||||||
| C/O SILVERCREST 1330 6TH AVE 38 FL | NEW YORK | NY | 10019 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| EVA BAUCOM | ||||||||
| C/O SILVERCREST 1330 6TH AVE 38 FL | NEW YORK | NY | 10019 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| VALERIE ROWE | ||||||||
| C/O SILVERCREST 1330 6TH AVE 38 FL | NEW YORK | NY | 10019 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| J CODY FITZSIMMONS | ||||||||
| C/O SILVERCREST 1330 6TH AVE 38 FL | NEW YORK | NY | 10019 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| VINCENZO CAPONE | ||||||||
| C/O SILVERCREST 1330 6TH AVE 38 FL | NEW YORK | NY | 10019 | BOARD MEMBER | 40.00 | $133,500 | $4,005 | $0 |
| ROSSANA VILLAFLOR | ||||||||
| C/O SILVERCREST 1330 6TH AVE 38 FL | NEW YORK | NY | 10019 | BOARD MEMBER | 1.00 | $3,540 | $0 | $0 |
| GARY WRINKLE | ||||||||
| C/O SILVERCREST 1330 6TH AVE 38 FL | NEW YORK | NY | 10019 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ALLEN LAUFER | ||||||||
| C/O SILVERCREST 1330 6TH AVE 38 FL | NEW YORK | NY | 10019 | TREASURER | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BLUE ION LLC | |||||
| PO BOX 21691 | CHARLESTON | SC | 29413 | COMMUNICATIONS | $274,665 |
| SILVERCREST ASSET MGMT GROUP | |||||
| 1330 AVENUE OF THE AMERICAS | NEW YORK | NY | 10019 | FINANCIAL | $58,806 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PUBLISHES AND PROVIDES THE OVERCOMING OBSTACLES LIFE SKILLS EDUCATION CURRICULUM TO ALL K-12 EDUCATORS FOR FREE. | Description1Txt |
| Expenses1 | $645,066 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,313,117 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $448,201 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,761,318 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $10,761,318 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $161,420 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,599,898 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $529,995 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $645,066 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $645,066 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $645,066 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $645,066 | RemainingDistriFromCorpusAmt |
| Total Corpus | $645,066 | TotalCorpusAmt |
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 | $268,016 | CurrentYearAmt |
| Year1 | $287,889 | Year1Amt |
| Year2 | $249,174 | Year2Amt |
| Year3 | $303,877 | Year3Amt |
| Total | $1,108,956 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $227,814 | CurrentYearAmt |
| Year1 | $244,706 | Year1Amt |
| Year2 | $211,798 | Year2Amt |
| Year3 | $258,295 | Year3Amt |
| Total | $942,613 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $645,066 | CurrentYearAmt |
| Year1 | $684,637 | Year1Amt |
| Year2 | $737,826 | Year2Amt |
| Year3 | $694,881 | Year3Amt |
| Total | $2,762,410 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $645,066 | CurrentYearAmt |
| Year1 | $684,637 | Year1Amt |
| Year2 | $737,826 | Year2Amt |
| Year3 | $694,881 | Year3Amt |
| Total | $2,762,410 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $353,330 | CurrentYearAmt |
| Year1 | $313,597 | Year1Amt |
| Year2 | $309,780 | Year2Amt |
| Year3 | $342,809 | Year3Amt |
| Total | $1,319,516 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JILL S CHALSTY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $268,216 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $189,273 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $457,489 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $457,489 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | Address Line2ContributorUSAddress/AddressLine2Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| CHALSTY FAMILY FUND | |||||||
| 1 | C/O COMMUNITY FOR EDUCATION FDN | 38TH FLOOR | NEW YORK | NY | 10019 | $60,000 | Yes (X) |
| NANCY JAMES BUCKMAN | |||||||
| 2 | C/O COMMUNITY FOR EDUCATION FDN | 1330 AVENUE OF THE AMERICAS 38 FL | NEW YORK | NY | 10019 | $10,000 | Yes (X) |
| JOHN VALERIE ROWE | |||||||
| 3 | C/O COMMUNITY FOR EDUCATION FDN | 1330 AVENUE OF THE AMERICAS 38TH FL | NEW YORK | NY | 10019 | $40,000 | Yes (X) |
| JILL CHALSTY | |||||||
| 4 | C/O COMMUNITY FOR EDUCATION FDN | 38TH FLOOR | NEW YORK | NY | 10019 | $1,015,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $24,000 | Amt |
| Disbursements Charitable Prps | $24,000 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | DEPRECIATION | PropertyDesc |
| Current Year Expense | $576 | CurrentYearExpenseAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $10,631,164 | EOYBookValueAmt |
| EOYFMV | $10,631,164 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | DEPRECIABLE ASSETS | CategoryOrItemTxt |
| Cost Or Other Basis | $67,126 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $44,801 | AccumulatedDepreciationAmt |
| Book Value | $22,325 | BookValueAmt |
| EOYFMV | $22,325 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTANGIBLE ASSETS | Desc |
| BOY Book Value | $2,937 | BOYBookValueAmt |
| EOY Book Value | $2,937 | EOYBookValueAmt |
| EOYFMV | $2,937 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| OUTSIDE SERVICES | $330,611 | $330,611 |
| OFFICE EXPENSES | $17,846 | $17,846 |
| INSURANCE | $5,036 | $5,036 |
| TELEPHONE | $801 | $801 |
| OTHER EXPENSES | $53 | $53 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON INVESTMENTS | Desc |
| Amt | $465,911 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $34,806 | $34,806 | |
| CONSULTING & MARKETING | $118,800 | $118,800 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| STATE FILING FEES | $200 | $200 |
| FEDERAL EXCISE TAX | $16,500 |