Form990-PF
Click to see attachment
Click to see attachmentClick to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
DAVI-ELLEN AND BRUCE ALLEN CHABNER
FAMILY FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)75 FEDERAL ST STE 1300
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA021101921
A Employer identification number

20-0509624
B Telephone number (see instructions)

(617) 748-5100
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,521,249
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 6,849 4,349 6,849
4 Dividends and interest from securities... 13,694 13,694 13,694
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 199,002
b Gross sales price for all assets on line 6a 351,556
7 Capital gain net income (from Part IV, line 2)... 199,002
8 Net short-term capital gain......... 2,115
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 20,585   20,585
12 Total. Add lines 1 through 11........ 240,130 217,045 43,243
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 2,438 1,219   1,219
b Accounting fees (attach schedule)....... 3,866 3,866    
c Other professional fees (attach schedule).... 8,292 4,146   4,146
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 626 626    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 20,947 362   20,585
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 36,169 10,219   25,950
25 Contributions, gifts, grants paid....... 319,234 319,234
26 Total expenses and disbursements. Add lines 24 and 25 355,403 10,219   345,184
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -115,273
b Net investment income (if negative, enter -0-) 206,826
c Adjusted net income (if negative, enter -0-)... 43,243
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 15,454 6,988 6,988
2 Savings and temporary cash investments......... 339,835 83,999 83,999
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 108,770 Click to see attachment82,051 78,992
b Investments—corporate stock (attach schedule)....... 390,448 Click to see attachment556,784 1,038,224
c Investments—corporate bonds (attach schedule)....... 73,199 Click to see attachment73,199 75,264
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 100 Click to see attachment241,007 237,782
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 927,806 1,044,028 1,521,249
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 927,806 1,044,028
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 927,806 1,044,028
30 Total liabilities and net assets/fund balances (see instructions). 927,806 1,044,028
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
927,806
2
Enter amount from Part I, line 27a .....................
2
-115,273
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
232,563
4
Add lines 1, 2, and 3 ..........................
4
1,045,096
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,068
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,044,028
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a 250 SHS ANALOG DEVICES INC COM P 2016-04-15 2021-02-25
b 34 SHS BILLERUDKORSNAS AB P 2019-12-31 2021-03-02
c 128 SHS HALMA PLC P 2017-05-12 2021-03-05
d 156 SHS BILLERUDKORSNAS AB P 2019-12-31 2021-02-25
e 49 SHS BILLERUDKORSNAS AB P 2020-08-03 2021-03-02
230 SHS UNILEVER PLC SPONSORED ADR N P 2016-11-08 2021-03-10
170 SHS HALMA PLC P 2017-05-12 2021-02-25
52 SHS HALMA PLC P 2017-05-12 2021-03-02
225 SHS UNILEVER PLC SPONSORED ADR N P 2017-01-25 2021-03-10
26 SHS KERRY GROUP PLC A P 2017-08-01 2021-02-25
16 SHS KERRY GROUP PLC A P 2017-08-01 2021-03-02
150 SHS AUTOMATIC DATA PROCESSING CO P 2012-01-27 2021-03-17
59 SHS KONINKLIJKE DSM NV P 2017-11-21 2021-02-25
19 SHS KONINKLIJKE DSM NV P 2017-11-21 2021-03-02
175 SHS XILINX INC COM P 2016-04-15 2021-03-17
306 SHS BILLERUDKORSNAS AB P 2019-12-31 2021-02-26
7 SHS KONINKLIJKE DSM NV P 2019-02-14 2021-03-02
400 SHS AGIOS PHARMACEUTICALS INC CO P 2014-12-31 2021-05-04
117 SHS HALMA PLC P 2017-05-12 2021-02-26
94 SHS BILLERUDKORSNAS AB P 2020-08-03 2021-03-03
183 SHS PHARMA MAR POST CONSOLIDATIO P 1990-12-01 2021-05-04
21 SHS KERRY GROUP PLC A P 2017-08-01 2021-02-26
59 SHS HALMA PLC P 2017-05-12 2021-03-03
100 SHS PHARMA MAR POST CONSOLIDATIO P 1990-12-01 2021-05-07
38 SHS KONINKLIJKE DSM NV P 2017-11-21 2021-02-26
32 SHS KERRY GROUP PLC A P 2017-08-01 2021-03-03
100 SHS PHARMA MAR POST CONSOLIDATIO P 1990-12-01 2021-05-11
75 SHS PAYPAL HOLDINGS INC P 2017-01-20 2021-02-26
43 SHS KONINKLIJKE DSM NV P 2019-02-14 2021-03-03
2500 SHS EPIZYME INC P 2008-01-01 2021-05-21
104 SHS BILLERUDKORSNAS AB P 2019-12-31 2021-03-01
249 SHS BILLERUDKORSNAS AB P 2020-08-03 2021-03-04
100 SHS PHARMA MAR POST CONSOLIDATIO P 1990-12-01 2021-05-24
25000 SHS CALIFORNIA ST SUBJ FEDERAL P 2014-12-31 2021-03-01
46 SHS HALMA PLC P 2017-05-12 2021-03-04
163 SHS HALMA PLC P 2017-05-12 2021-03-01
7 SHS KERRY GROUP PLC A P 2017-08-01 2021-03-04
18 SHS KERRY GROUP PLC A P 2017-08-01 2021-03-01
25 SHS KONINKLIJKE DSM NV P 2019-02-14 2021-03-04
34 SHS KONINKLIJKE DSM NV P 2017-11-21 2021-03-01
208 SHS BILLERUDKORSNAS AB P 2020-08-03 2021-03-05
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 38,841   13,366 25,475
b 603   507 96
c 4,049   1,819 2,230
d 2,822   2,326 496
e 868   730 138
12,420   9,627 2,793
5,554   2,416 3,138
1,619   739 880
12,150   9,446 2,704
3,168   2,347 821
1,842   1,444 398
27,578   6,984 20,594
9,876   5,457 4,419
3,106   1,757 1,349
22,298   6,394 15,904
5,661   4,562 1,099
1,144   648 496
22,588   16,786 5,802
3,855   1,663 2,192
1,703   1,401 302
21,261   58 21,203
2,570   1,896 674
1,859   839 1,020
10,295   32 10,263
6,363   3,515 2,848
3,841   2,889 952
10,249   32 10,217
19,656   3,097 16,559
7,145   3,977 3,168
20,964     20,964
1,933   1,550 383
4,608   3,712 896
10,192   32 10,160
25,000   26,720 -1,720
1,449   654 795
5,359   2,317 3,042
858   632 226
2,144   1,625 519
4,142   2,312 1,830
5,649   3,145 2,504
3,880   3,101 779
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       25,475
b       96
c       2,230
d       496
e       138
      2,793
      3,138
      880
      2,704
      821
      398
      20,594
      4,419
      1,349
      15,904
      1,099
      496
      5,802
      2,192
      302
      21,203
      674
      1,020
      10,263
      2,848
      952
      10,217
      16,559
      3,168
      20,964
      383
      896
      10,160
      -1,720
      795
      3,042
      226
      519
      1,830
      2,504
      779
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 199,002
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3 2,115
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 2,875
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,875
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 1,284
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,284
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,591
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletANN HOCHBERG Telephone no.bullet (617) 748-5100

    Located atbullet75 FEDERAL STSUITE 1300BOSTONMA ZIP+4bullet02110
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    DAVI-ELLEN CHABNER PRESIDENT, T
    1.00
    0 0 0
    29 BEACON HEIGHTS DR
    NEWTON CENTRE,MA02459
    BRUCE CHABNER CLERK & DIRE
    000.00
    0 0 0
    29 BEACON HEIGHTS DR
    NEWTON CENTRE,MA02459
    BRANDON S CHABNER DIRECTOR
    000.00
    0 0 0
    329 2ND PLACE
    MANHATTAN BEACH,CA90266
    ELIZABETH C THOMPSON DIRECTOR
    000.00
    0 0 0
    20 KENSINGTON RD
    SCARSDALE,NY10583
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,502,690
    b
    Average of monthly cash balances.......................
    1b
    217,606
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,720,296
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    1,720,296
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    25,804
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    1,694,492
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    84,725
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    84,725
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    2,875
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,875
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    81,850
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    81,850
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    81,850
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 81,850
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 22,847
    b From 2017...... 44,848
    c From 2018...... 457,081
    d From 2019...... 21,340
    e From 2020...... 218,685
    f Total of lines 3a through e ........ 764,801
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 345,184
    a Applied to 2020, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2021 distributable amount..... 81,850
    e Remaining amount distributed out of corpus 263,334
    5 Excess distributions carryover applied to 2021.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,028,135
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
    22,847
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    1,005,288
    10 Analysis of line 9:
    a Excess from 2017.... 44,848
    b Excess from 2018.... 457,081
    c Excess from 2019.... 21,340
    d Excess from 2020.... 218,685
    e Excess from 2021.... 263,334
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    DAVI-ELLEN CHABNER
    BRUCE CHABNER
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    DAVI-ELLEN CHABNER
    BROUDE HOCHBERG LLP
    75 FEDERAL ST SUITE 1300
    BOSTON,MA02110
    (617) 748-5100
    N/A
    bThe form in which applications should be submitted and information and materials they should include:
    NONE
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    MASS GENERAL HOSPITAL
    55 FRUIT STREET
    BOSTON,MA02114
    NONE   FELLOWSHIP 17,000
    MONTGOMERY COLLEGE FOUNDATION
    9221 CORPORATE BLVD
    ROCKVILLE,MD20850
    NONE   GENERAL 15,000
    BOYS AND GIRLS CLUB OF NEWTON
    675 WATERTOWN ST
    NEWTON,MA02460
    NONE   GENERAL 1,300
    ADENOID CYSTIC CARCINOMA RESEARCH F
    PO BOX 442
    NEEDHAM,MA02492
    NONE   GENERAL 1,000
    TEMPLE EMANUEL
    385 WARD ST
    NEWTON,MA02459
    NONE   GENERAL 3,740
    WBUR
    890 COMMONWEALTH AVE
    BOSTON,MA02215
    NONE   GENERAL 120
    CONGREGATION SHIRAT HAYAM
    55 ATLANTIC AVE
    SWAMPSCOTT,MA01907
    NONE   GENERAL 600
    USCJ
    120 BROADWAY SUITE 1540
    NEW YORK,NY102710016
    NONE   GENERAL 72
    MASS GENERAL HOSPITAL DEVELOPMENT O
    125 NASHUA ST SUITE 540
    BOSTON,MA02114
    NONE   GENERAL 100
    NANTUCKET COTTAGE HOSPITAL FOUNDATI
    57 PROSPECT ST
    NANTUCKET,MA02554
    NONE   GENERAL 400
    GREATER BOSTON FOOD BANK
    70 SOUTH BAY AVE
    BOSTON,MA02118
    NONE   GENERAL 500
    YALE UNIVERSITY
    PO BOX 2038
    NEW HAVEN,CT06521
    NONE   GENERAL 270,152
    UMMS FOUNDATION
    110 SOUTH PACA ST 9TH FL
    BALTIMORE,MD21201
    NONE   CAPITAL CAMPAIGN 500
    SWIM ACROSS AMERICA
    8508 PARK RD 389
    CHARLOTTE,NC28210
    NONE   GENERAL 100
    KHS BOSTON SCHOLARSHIP FUND
    119A GREW AVE
    ROSLINDALE,MA02131
    NONE   GENERAL 7,500
    NAACP LEGAL DEFENSE EDUCATION FUN
    40 RECTOR ST 5TH FLOOR
    NEW YORK,NY10006
    NONE   GENERAL 500
    BLOOM HILLEL
    380 9TH ST
    TUSCALOOSA,AL35401
    NONE   GENERAL 100
    HOUSING UNLIMITED INC
    12125 VEIRS MILL RD 201
    SILVER SPRINGS,MD20906
    NONE   GENERAL 100
    JACK WIKLE BONSAI LEGACY FUND
    1440 WEST MAUMEE ST
    ADRIAN,MI49221
    NONE   GENERAL 100
    JONATHAN EDWARDS TRUST
    PO BOX 2082200
    NEW HAVEN,CT06520
    NONE   GENERAL 100
    WILLIAM GUY FORBECK FOUNDATION
    398 CABALLO ST
    CARBONDALE,CO81623
    NONE   GENERAL 200
    ST JUDES CHILDRENS RESEARCH HOSPITA
    262 DANNY THOMAS PLACE
    MEMPHIS,TN38105
    NONE   GENERAL 50
    Total .................................bullet 3a 319,234
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........
            6,849
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 198,608 394
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME
            20,585
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   198,608 41,522
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    240,130
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    DAVI-ELLEN AND BRUCE ALLEN CHABNER
     
    FAMILY FOUNDATION INC
    EIN:
    20-0509624
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION 3,000 3,000    
    ACCOUNTING 866 866    

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    DAVI-ELLEN AND BRUCE ALLEN CHABNER
     
    FAMILY FOUNDATION INC
    EIN:
    20-0509624
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 73,199 75,264

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    DAVI-ELLEN AND BRUCE ALLEN CHABNER
     
    FAMILY FOUNDATION INC
    EIN:
    20-0509624
    Name of Stock End of Year Book Value End of Year Fair Market Value
    PHARMA MAR POST CONSOLIDATION - 400 127 25,068
    L'OREAL - 100 SHS 23,943 47,416
    NOVOZYMES A/S B SHS - 500 SHS 8,579 41,148
    ALPHABET INC CLASS C - 15 SHS 8,509 43,404
    AMPHENOL CORP CL A - 160 SHS 8,597 13,994
    APPLE COMPUTER INC COM - 100 SHS 373 17,757
    APTAR GROUP INC - 175 SHS 5,158 21,434
    BERKSHIRE HATHAWAY CL B - 150 SHS 36,759 44,850
    CDK GLOBAL INC - 800 SHS 33,522 33,392
    CVS HEALTH CORPORATION - 600 SHS 30,507 61,896
    CANADIAN NATIONAL RAILWAY CO COM    
    CARRIER GLOBAL CORP - 850 SHS 20,786 46,104
    CONSTELLATION BRANDS CL A - 165 SHS 36,465 41,410
    DANAHER CORP - 150 SHS 10,843 49,352
    DISNEY WALT CO COM - 225 SHS 22,130 34,850
    EASTERN BANKSHARES INC - 1500 SHS 28,854 30,255
    FISERV INC COM - 400 SHS 36,633 41,516
    GENTEX CORP - 1200 SHS 42,118 41,820
    INTEL CORP - 550 SHS 33,682 28,325
    MARKETAXESS HOLDINGS    
    MARSH & MCLENNAN - 325 SHS 38,535 56,492
    MASTERCARD INCORPORATED    
    MICROSOFT CORP COM - 120 SHS 21,709 40,358
    NESTLE S A S/ADR - 275 SHS 9,761 38,463
    NEW YORK TIMES CO CL A - 500 SHS 11,510 24,150
    NIKE INC - 200 SHS 10,993 33,334
    NVIDIA CORPORATION    
    PAYPAL HOLDINGS INC - 125 SHS 5,161 23,573
    ROCKWELL AUTOMATION INC - 145 SHS 12,655 50,583
    VERTEX PHARMACEUTICALS INC - 200 SHS 43,011 43,920
    WASTE MGMT INC - 200 SHS 9,523 33,380
    XYLEM INC - 250 SHS 6,341 29,980
    AGIOS PHARMACEUTICALS INC COM    
    HALMA PLC    
    KERRY GROUP PLC A    
    KONINKLIJKE DSM NV    
    BILLERUDKORSNAS AB    
    ANALOG DEVICES INC COM    
    AUTOMATIC DATA PROCESSING COM    
    EPIZYME INC    
    UNILEVER PLC SPONSORED ADR NEW    
    XILINX INC COM    

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    DAVI-ELLEN AND BRUCE ALLEN CHABNER
     
    FAMILY FOUNDATION INC
    EIN:
    20-0509624
    US Government Securities - End of Year Book Value:

     
    US Government Securities - End of Year Fair Market Value:

     
    State & Local Government Securities - End of Year Book Value:


    82,051
    State & Local Government Securities - End of Year Fair Market Value:


    78,992


    TY 2021 InvestmentsOtherSchedule2
    Name:
    DAVI-ELLEN AND BRUCE ALLEN CHABNER
     
    FAMILY FOUNDATION INC
    EIN:
    20-0509624
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS AT COST 150,045 148,611
    EXCHANGE TRADED PRODUCTS AT COST 90,862 89,171
    LIFE INSURANCE POLICY AT COST 100  

    TY 2021 LegalFeesSchedule
    Name:
    DAVI-ELLEN AND BRUCE ALLEN CHABNER
     
    FAMILY FOUNDATION INC
    EIN:
    20-0509624
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 2,438 1,219   1,219


    TY 2021 OtherDecreasesSchedule
    Name:
    DAVI-ELLEN AND BRUCE ALLEN CHABNER
     
    FAMILY FOUNDATION INC
    EIN:
    20-0509624
    Description Amount
    INCOME REPORTED ON FORM 1099 NOT RECEIVED UNTIL 2 68
    FEDERAL TAXES PAID 1,000


    TY 2021 OtherExpensesSchedule
    Name:
    DAVI-ELLEN AND BRUCE ALLEN CHABNER
     
    FAMILY FOUNDATION INC
    EIN:
    20-0509624
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    ANNUAL LIFE INSURANCE PREMIUM 20,585     20,585
    ASSET FEE 224 224    
    ADR PASS THROUGH FEE 10 10    
    WIRE FEE 120 120    
    CHECK FEE 8 8    


    TY 2021 OtherIncomeSchedule2
    Name:
    DAVI-ELLEN AND BRUCE ALLEN CHABNER
     
    FAMILY FOUNDATION INC
    EIN:
    20-0509624
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 20,585   20,585


    TY 2021 OtherIncreasesSchedule
    Name:
    DAVI-ELLEN AND BRUCE ALLEN CHABNER
     
    FAMILY FOUNDATION INC
    EIN:
    20-0509624
    Description Amount
    NON CASH CONTRIBUTION BASIS ADJ 232,558
    INCOME RECEIVED IN 2021 REPORTED IN 2020 3
    ROUNDING 2


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    DAVI-ELLEN AND BRUCE ALLEN CHABNER
     
    FAMILY FOUNDATION INC
    EIN:
    20-0509624
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 8,292 4,146   4,146


    TY 2021 TaxesSchedule
    Name:
    DAVI-ELLEN AND BRUCE ALLEN CHABNER
     
    FAMILY FOUNDATION INC
    EIN:
    20-0509624
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 626 626