THE JAFFE FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE JAFFE FAMILY FOUNDATION (EIN 22-2827692)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202403209349101235
- Schema version
- 2023v5.1
- 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
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T07:58:45-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 991856619 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVENUE 3RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222827692 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JAFFE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAFF | BusinessNameControlTxt |
| Phone | 5517776803 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO JAFFE FAMILY OFFICE PO BOX 535 | AddressLine1Txt |
| City | VALLEY COTTAGE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10989 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID JAFFE | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 5517776803 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL ROMANO | PreparerPersonNm |
| PTIN | P00504182 | PTIN |
| Phone | 2125990100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $54,396,301 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $132,046 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $132,046 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,446,209 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,446,209 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,546,740 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,343,322 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,539,584 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $410,946 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $388,086 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $4,535,941 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,505,925 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,376 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,376 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $135,233 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $54,093 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $67,616 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $481,208 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $353,311 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $99,720 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $49,123 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $46,550 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $65,979 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,984 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $39,624 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,962 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $35,662 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $335,488 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $328,618 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,870 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,108,031 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $802,894 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $209,868 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,295,740 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,295,740 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,403,771 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $802,894 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,505,608 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$867,830 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,703,031 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,242,518 | CashBOYAmt |
| Cash EOY | $5,414,871 | CashEOYAmt |
| Cash EOYFMV | $5,414,871 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $194,994 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,947 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,947 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $711,108 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,019,894 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,019,894 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $31,255,347 | CorporateStockBOYAmt |
| Corporate Stock EOY | $33,337,060 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $33,337,060 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,739,668 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,697,081 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,697,081 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $4,200,000 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $4,300,000 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $4,200,000 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $4,200,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $8,478,347 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,708,448 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,708,448 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $51,921,982 | TotalAssetsBOYAmt |
| Total Assets EOY | $54,396,301 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $54,396,301 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $51,921,982 | RetainedEarningBOYAmt |
| Retained Earning EOY | $54,396,301 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $51,921,982 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $54,396,301 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $51,921,982 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $54,396,301 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $51,921,982 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$867,830 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,342,149 | OtherIncreasesAmt |
| Subtotal | $54,396,301 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $54,396,301 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | P | $15,948 | $0 | $15,948 | $15,948 | |
| ST GAIN FROM SALE OF PUBLICLY TRADED SECURITIES | P | $961,153 | $0 | $857 | $857 | $960,296 |
| ST GAIN FROM LP INVESTMENTS | P | $481,585 | $0 | $481,585 | $481,585 | |
| LT GAIN FROM SALE OF PUBLICLY TRADED SECURITIES | P | $5,115,546 | $0 | $1,279,260 | $1,279,260 | $3,836,286 |
| LT GAIN FROM LP INVESTMENTS | P | $762,101 | $0 | $762,101 | $762,101 | |
| SECTION 1231 GAIN FROM LPS | P | $6,989 | $0 | -$167 | -$167 | $7,156 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,539,584 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $482,442 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $51,472 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $51,472 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $51,472 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $112,813 | 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 | $112,813 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $61,341 | OverpaymentAmt |
| Applied To ES Tax | $61,341 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | 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 | REBECA GONTARYK | IndividualWithBooksNm |
| Phone | 5517776803 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 933 MACARTHUR BOULEVARD | AddressLine1Txt |
| City | MAHWAH | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07430 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD JAFFE | ||||||||
| 933 MACARTHUR BLVD | MAHWAH | NJ | 07430 | VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| ELLIOT JAFFE | ||||||||
| 933 MACARTHUR BLVD | MAHWAH | NJ | 07430 | PRESIDENT (THRU 11/2023) | 1.00 | $0 | $0 | $0 |
| ELISE JAFFE | ||||||||
| 933 MACARTHUR BLVD | MAHWAH | NJ | 07430 | VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| DAVID JAFFE | ||||||||
| 933 MACARTHUR BLVD | MAHWAH | NJ | 07430 | VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| ROSLYN JAFFE | ||||||||
| 933 MACARTHUR BLVD | MAHWAH | NJ | 07430 | VP, SECRETARY, TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $44,338,676 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,370,476 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,624,290 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $53,333,442 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $53,333,442 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $800,002 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $52,533,440 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,626,672 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,626,672 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $51,472 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $51,472 | TotalTaxAmt |
| Distributable Before Adj | $2,575,200 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,575,200 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,575,200 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,505,608 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,505,608 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,575,200 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $177,293 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $177,293 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,505,608 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,575,200 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,930,408 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,107,701 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,107,701 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $177,293 | ExcessFromYear1Amt |
| Excess From Current Year | $1,930,408 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELLIOT JAFFE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (118 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A 92ND STREET Y | |||||||||||
| 1395 LEXINGTON AVE | NEW YORK | NY | 10128 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $5,000 | ||||
| A PROJECT 83 | |||||||||||
| 83 GRAND STREET | NEW YORK | NY | 10013 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $25,000 | ||||
| AAAAI FOUNDATION | |||||||||||
| 555 EAST WELLS STREET SUITE 1100 | MILWAUKEE | WI | 53202 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $65,000 | ||||
| ALEX'S LEMONADE STAND FOUNDATION | |||||||||||
| 333 E LANDSCASTER AVE 414 | WYNNEWOOD | PA | 19096 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,000 | ||||
| ALZHEIMERS DRUG DISCVERY FOUNDATION | |||||||||||
| 322 EIGHT AVENUE 16TH FLOOR | NEW YORK | NY | 10001 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,000 | ||||
| AMERICAN ACADEMY IN ROME | |||||||||||
| 7 EAST 60TH STREET | NEW YORK | NY | 10022 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,000 | ||||
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | |||||||||||
| 199 WATER STREET - 11TH FLOOR | NEW YORK | NY | 10038 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $500 | ||||
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||||||
| 79TH CENTRAL PARK W | NEW YORK | NY | 10024 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $325,000 | ||||
| ANYONE CORPORATION | |||||||||||
| 41 W 25TH ST 11TH FL | NEW YORK | NY | 10010 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $10,000 | ||||
| ARCHITECTURAL LEAGUE | |||||||||||
| 594 BROADWAY SUITE 607 | NEW YORK | NY | 10012 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $284,488 | ||||
| ART OMI | |||||||||||
| 1405 COUNTY ROUTE 22 | GHENT | NY | 12075 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $10,000 | ||||
| ASHOKA | |||||||||||
| 1700 N MOORE ST STE 2000 | ARLINGTON | VA | 22209 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $100,000 | ||||
| BANG ON A CAN | |||||||||||
| 80 HANSON PL STE 301 | BROOKLYN | NY | 11217 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $20,000 | ||||
| BANTAM CINEMA & ARTS CENTER | |||||||||||
| 115 BANTAM LAKE ROAD | BANTAM | CT | 06750 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $307 | ||||
| BELMONT CHAPEL | |||||||||||
| 30 WARNER STREET | NEWPORT | RI | 02840 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $30,000 | ||||
| BIG BROTHER BIG SISTER (BBBS) | |||||||||||
| 650 PONCE DE LEON AVE | ATLANTA | FL | 30308 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $3,000 | ||||
| BILLION OYSTER PROJECT | |||||||||||
| 10 SOUTH STREET SLIP 7 | NEW YORK | NY | 10004 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $10,000 | ||||
| BRIDGE FUND OF NEW YORK | |||||||||||
| 271 MADISON AVE 907 | NEW YORK | NY | 10016 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $25,000 | ||||
| BROADWAY CARES | |||||||||||
| 165 WEST 46TH ST SUITE 1300 | NEW YORK | NY | 10036 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,032 | ||||
| BROOKLYN BOATWORDS | |||||||||||
| 20 JAY STREET - SUITE 824B | BROOKLYN | NY | 11201 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $10,000 | ||||
| CARAMOOR CENTER FOR MUSIC AND ART | |||||||||||
| 149 GIRDLE RIDGE ROAD | KATONAH | NY | 10536 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $2,000 | ||||
| CARVER CENTER | |||||||||||
| 400 WESTCHESTER AVE | PORT CHESTER | NY | 10573 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $3,000 | ||||
| CENTER FOR ARCHITECTURE | |||||||||||
| 536 LAGUARDIA PLACE | NEW YORK | NY | 10012 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $25,000 | ||||
| CENTRAL PARK CONSERVANCY | |||||||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $25,000 | ||||
| CHARLES & RAY EAMES HOUSE PRESERVATION FOUNDATION INC | |||||||||||
| 203 CHAUTAUQUA BOULEVARD | PACIFIC PALISADES | CA | 90272 | N/A | POF | SUPPORT CHARITABLE PURPOSE | $1,000 | ||||
| CITY COLLEGE OF NEW YORK | |||||||||||
| SHEPARD HALL 160 CONVENT AVE | NEW YORK | NY | 10031 | N/A | GOV | SUPPORT CHARITABLE PURPOSE | $10,000 | ||||
| CLIMATE CHANGE FOR ALL EDUCATORS INC | |||||||||||
| 59 SUMMERSWEET LANE | NEW CANAAN | CT | 06840 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,025,000 | ||||
| CLIMATE EMERGENCY FUND | |||||||||||
| 8383 WILSHIRE BLVD 400 | BEVERLY HILLS | CA | 90211 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $4,226 | ||||
| CLINIC OLE | |||||||||||
| 911 WASHINGTON ST | CALISTOGA | CA | 94515 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,030 | ||||
| COLORADO GIVES | |||||||||||
| 5855 WADSWORTHBYPASS UNIT A | ARVADA | CO | 80003 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,020 | ||||
| COLUMBIA BABIES CARDIAC | |||||||||||
| 1790 BROADWAY | NEW YORK | NY | 10019 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $5,000 | ||||
| COLUMBIA BUSINESS SCHOOL | |||||||||||
| 665 WEST 130TH STREET | NEW YORK | NY | 10027 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $15,000 | ||||
| COLUMBIA UNIVERSITY GSAPP | |||||||||||
| 3022 BROADWAY | NEW YORK | NY | 10027 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $40,000 | ||||
| COLUMBIA UNIVERSITY | |||||||||||
| 622 W 113 ST MAIL CODE 4524 | NEW YORK | NY | 10025 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $100,000 | ||||
| COOPER UNION | |||||||||||
| 30 COOPER SQUARE 8TH FLOOR | NEW YORK | VA | 10003 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $35,000 | ||||
| CORNELL UNIVERSITY - DEPT OF ARCHITECTURE | |||||||||||
| 129 SIBLEY DOME | ITHACA | NY | 14853 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $157,000 | ||||
| COVENANT HOUSE | |||||||||||
| 550 10TH AVENUE | NEW YORK | NY | 10018 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $516 | ||||
| DOCTORS WITHOUT BORDERS | |||||||||||
| 333 SEVENTH AVE 2ND FLOOR | NEW YORK | NY | 10001 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,000 | ||||
| DOE FUND | |||||||||||
| 232 EAST 84TH STREET | NEW YORK | NY | 10001 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $530 | ||||
| DONORS CHOOSE | |||||||||||
| PO BOX 7247 | PHILADELPHIA | PA | 19170 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,999 | ||||
| DRESS FOR SUCCESS | |||||||||||
| 32 EAST 31ST STREET 6TH FLOOR | NEW YORK | NY | 10016 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $5,150 | ||||
| EDIBLE SCHOOLYARD NYC | |||||||||||
| 55 WASHINGTON STREET 257 | BROOKLYN | NY | 11201 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,023 | ||||
| EDIBLE SCHOOLYARD PROJECT | |||||||||||
| 1517 SHATTUCK AVENUE | BERKELEY | CA | 94709 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $10,000 | ||||
| ELYSIAN THEATRE | |||||||||||
| 60 S LEGRANGE ROAD | LE GRANGE | IL | 60525 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,000 | ||||
| FARE | |||||||||||
| 7923 JONES BRANCH DR SUITE 1100 | MCLEAN | VA | 22099 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $200,000 | ||||
| FILM FORUM | |||||||||||
| 209 WEST HOUSTON STREET | NEW YORK | NY | 10014 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $500 | ||||
| FIT FOUNDATION | |||||||||||
| 227 WEST 27TH STREET | NEW YORK | NY | 10001 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $5,000 | ||||
| FOOD FOR THE NEEDY | |||||||||||
| 5055 COLLINS AVE - 12 J/K | MIAMI BEACH | FL | 33140 | N/A | PF | SUPPORT CHARITABLE PURPOSE | $5,000 | ||||
| FORT GREENE PARK CONSERVANCY INC | |||||||||||
| 85 S OXFORD SUITE 2 | BROOKLYN | NY | 11217 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,025 | ||||
| FOUNTAIN HOUSE | |||||||||||
| 425 WEST 47TH ST | NEW YORK | NY | 10036 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,055 | ||||
| FRESH AIR FUND | |||||||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $4,000 | ||||
| GIVE DIRECTLY | |||||||||||
| PO BOX 3221 | NEW YORK | NY | 10008 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $3,500 | ||||
| GREY ROOM | |||||||||||
| PO BOX 250834 | NEW YORK | NY | 10025 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $6,000 | ||||
| GUNN MEMORIAL LIBRARY & MUSEUM | |||||||||||
| 5 WYKEHAM ROAD | WASHINGTON | CT | 06793 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,000 | ||||
| HARVARD UNIVERSITY | |||||||||||
| 14 STORY ST 100 | CAMBRIDGE | MA | 02138 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $10,000 | ||||
| HUDSON RIVER COMMUNITY SAILING | |||||||||||
| PO BOX 20677 | NEW YORK | NY | 10011 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $2,500 | ||||
| ICAHN SCHOOL OF MEDACINE MT SINAI | |||||||||||
| GUSTAVE L LEVY PLACE BOX 1049 | NEW YORK | NY | 10029 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $100,000 | ||||
| ICSC FOUNDATION | |||||||||||
| 1251 AVENUE OF AMERICAS | NEW YORK | NY | 10020 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $50,000 | ||||
| JAZZ AT LINCOLN CENTER | |||||||||||
| 10 COLUMBUS CIR | NEW YORK | NY | 10023 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $100,000 | ||||
| LANDING SCHOOL BB&D | |||||||||||
| 286 RIVER ROAD | ARUNDEL | ME | 04046 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $105,000 | ||||
| LITERACY PARTNERS | |||||||||||
| 75 MAIDEN LANE 1102 | NEW YORK | NY | 10038 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $2,000 | ||||
| MARATIME AQUARIUM | |||||||||||
| 10 NORTH WATER STREET | NORWALK | CT | 06854 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $10,000 | ||||
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||||||
| PO BOX 5028 | HAGERSTOWN | MD | 21741 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $10,000 | ||||
| MUSEUM OF MODERN ART | |||||||||||
| 11 WEST 53 STREET | NEW YORK | NY | 10019 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $40,250 | ||||
| MYSTIC SEAPORT MUSEUM | |||||||||||
| 75 GREENMANVILLE AVE | MYSTIC | CT | 06355 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $10,000 | ||||
| NADIA'S INITATIVE | |||||||||||
| PO BOX 9449 | WASHINGTON | DC | 20016 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $3,090 | ||||
| NATIONAL AUDUBON SOCIETY | |||||||||||
| 225 VARICK STREET | NEW YORK | NY | 06355 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $150,000 | ||||
| NATIONAL MULTIPLE SCLEROSIS | |||||||||||
| 465 WAVERLEY OAKS ROAD SUITE 202 | WALTHAM | ME | 02452 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $530 | ||||
| NEW CANAAN PUBLIC LIBARAY | |||||||||||
| 151 MAIN STREET | NEW CANAAN | CT | 06840 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $4,103 | ||||
| NEW PROFIT INC | |||||||||||
| 99 BEDFORD STREET SUITE 500 | BOSTON | MA | 02111 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $10,000 | ||||
| OPERATION BABY FOUNDATION | |||||||||||
| PO BOX 2093 | ARLINGTON | VA | 22202 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $500 | ||||
| PANCREATIC CANCER RESEARCH FUND | |||||||||||
| N/A | NC | SUPPORT CHARITABLE PURPOSE | $3,950 | PO BOX 47432 | LONDON | UK | N21 1XP | ||||
| PAUL TAYLOR DANCE FOUNDATION | |||||||||||
| 551 GRAND STREET | NEW YORK | NY | 10002 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $25,000 | ||||
| PILOBOLUS | |||||||||||
| 6 KIRBY ROAD - PO BOX 388 | WASHINGTON | CT | 06793 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,854 | ||||
| PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND | |||||||||||
| 345 WHITNEY AVE | NEW HAVEN | CT | 06511 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $10,000 | ||||
| PLANNED PARENTHOOD | |||||||||||
| 570 TAXTER ROAD SUITE 250 | ELMSFORD | NY | 10523 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,000 | ||||
| PLAY ON PHILLLY | |||||||||||
| PO BOX 8662 | PHILADELPHIA | PA | 19101 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $500 | ||||
| PUBLICOLOR | |||||||||||
| 20 WEST 36TH STREET 9TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,000 | ||||
| READ AHEAD | |||||||||||
| 50 BROAD ST 1720 | NEW YORK | NY | 10004 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $526 | ||||
| RIP MEDICAL DEBT | |||||||||||
| 28-07 JACKSTON AVE-5TH FLOOR | LONG ISLAND CITY | NY | 11101 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $5,282 | ||||
| RISE INC | |||||||||||
| 4201 WILSON BLVD | ARLINGTON | VA | 22203 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $3,000 | ||||
| SCI-ARC | |||||||||||
| 960 EAST 3RD STREET | LOS ANGELES | CA | 90013 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $10,000 | ||||
| SKYSCRAPER MUSEUM | |||||||||||
| 39 BATTERY PL | NEW YORK | NY | 10280 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $5,000 | ||||
| STAMFORD HOSPITAL FOUNDATION | |||||||||||
| 1351 WASHINGTON BLVD STE 202 | STAMFORD | CT | 06902 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $10,000 | ||||
| STANFORD GRADUATE SCHOOL OF BUSINESS | |||||||||||
| 655 KNIGHT WAY | STANFORD | CA | 94305 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,000 | ||||
| STEM TEACHERS NYC | |||||||||||
| 245 WEST 107TH ST 10B | NEW YORK | NY | 10025 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $50,000 | ||||
| STEVEN MYRON HOLL FOUNDATION | |||||||||||
| 450 WEST 31ST STREET 11TH FLOOR | NEW YORK | NY | 10001 | N/A | POF | SUPPORT CHARITABLE PURPOSE | $18,400 | ||||
| STOREFRONT FOR ART AND ARCHITECTURE | |||||||||||
| 97 KENMARE STREET | NEW YORK | NY | 10012 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $10,000 | ||||
| SUCCES ACADEMY CHARTER SCHOOLS | |||||||||||
| 95 PINE STREET 6TH FLOOR | NEW YORK | NY | 10005 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $5,000 | ||||
| SWISS INSTITUTE | |||||||||||
| 38 SAINT MARKS PLACE | NEW YORK | NY | 10003 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $6,000 | ||||
| TEACHERS COLLEGE | |||||||||||
| 525 W 120TH STREET | NEW YORK | NY | 10027 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $50,000 | ||||
| TEMPLE SINAI | |||||||||||
| 458 LAKESIDE DRIVE | STAMFORD | CT | 06903 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $50,000 | ||||
| THE NATURE CONSERVANCY | |||||||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 222031606 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $10,000 | ||||
| THE PAD PROJECT | |||||||||||
| 10573 W PICO BLVD 73 | LOS ANGELES | CA | 90064 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,026 | ||||
| THE SAMARITANS OF NEW YORK INC | |||||||||||
| BOX 1259 - MADISON SQ STATION | NEW YORK | NY | 10159 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $3,800 | ||||
| THE WISDOM OF HEALING SCHOOL INC | |||||||||||
| PO BOX 215 | WEST NYACK | NY | 10994 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,000 | ||||
| THIRTEENWNET | |||||||||||
| 825 EIGHT AVENUE | NEW YORK | NY | 10019 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $35,000 | ||||
| TOMORROW'S CHILDRENS FUND | |||||||||||
| 30 PROSPECT AVE | HACKENSACK | NJ | 07601 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,000 | ||||
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||||||
| 3451 WALNUT STREET ROOM 305 | PHILADELPHIA | PA | 191046284 | N/A | PC | SUPPORTS THE MENTORSHIP PROGRAM | $1,000 | ||||
| TUFTS UNIVERSITY | |||||||||||
| 419 BOSTON AVE | MEDFORD | MA | 02155 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,000 | ||||
| UNITED FOR UKRAINE | |||||||||||
| 1414 CARROLL STREET | BROOKLYN | NY | 11213 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $5,000 | ||||
| UNITED JEWISH FEDERATION | |||||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $10,000 | ||||
| UNIVERSITY OF PENNSYLVANIA | |||||||||||
| 2929 WALNUT ST SUITE 300 | PHILADELPHIA | PA | 19104 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $213,500 | ||||
| UPENN CIMS | |||||||||||
| 3417 SPRUCE STREET | PHILADELPHIA | PA | 19104 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $3,000 | ||||
| UPENN | |||||||||||
| 3417 SPRUCE STREET | PHILADELPHIA | PA | 19104 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $3,000 | ||||
| WASHINGTON COMMUNITY FUND INC | |||||||||||
| PO BOX 1213 | WASHINGTON | CT | 06793 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $200 | ||||
| WASHINGTON FRIENDS OF MUSIC INC | |||||||||||
| PO BOX 1226 | WASHINGTON | CT | 06793 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $250 | ||||
| WASHINGTON PARK FOUNDATION | |||||||||||
| PO BOX 142 1 GREEN HILL RD | WASHINGTON DEPOT | CT | 06794 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $258 | ||||
| WASHINGTON VOLUNTEER FIRE DEPARTMENT INC | |||||||||||
| 109 BEE BROOK RD PO BOX 244 | WASHINGTON | CT | 06794 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $250 | ||||
| WE CARE SOLAR | |||||||||||
| 2140 SHATTUCK AVE SUITE 305 | BERKELEY | CA | 94704 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $7,000 | ||||
| WEILL MEDICAL COLLEGE OF CORNELL UNIVERSITY | |||||||||||
| 525 EAST 68TH STREET | NEW YORK | NY | 10065 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $100,000 | ||||
| WESTCHESTER LAND TRUST | |||||||||||
| 403 HARRIS ROAD | BEDFORD HILLS | NY | 10507 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,020 | ||||
| WGBH | |||||||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $200,000 | ||||
| WORKERS DIGNITY | |||||||||||
| 335 WHITSETT RD | NASHVILLE | TN | 37210 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,500 | ||||
| WORLD AROUND INC | |||||||||||
| 250 ASHLAND PLACE | BROOKLYN | NY | 11217 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,050 | ||||
| WSHU RADIO | |||||||||||
| 5151 PARK AVENUE | FAIRFIELD | CT | 06825 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $300 | ||||
| YALE UNIVERSITY SCHOOL OF ARCHITECTURE | |||||||||||
| 180 YORK STREET | NEW HAVEN | CT | 06511 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $195,000 | ||||
| YOUR NEIGHBOR'S BACKYARD | |||||||||||
| BLOOMFIELD STREET | NORTH HOLLYWOOD | CA | 91602 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $200 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,295,740 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $132,046 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,446,209 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $7,156 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,539,584 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| PFIC INCOME | 01 | $295,791 | $0 | |
| NONDIVIDEND DISTRIBUTIONS | 01 | $34,842 | $0 | |
| INCOME (LOSS) FROM PASS THROUGH ENTITIES | 01 | $92,295 | -$11,982 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$4,826 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,540,767 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,535,941 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BOOKKEEPING/TAX PREPARATION | CategoryTxt |
| Amt | $135,233 | Amt |
| Net Investment Income | $54,093 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $67,616 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEVEN MYRON HOLL FOUNDATION | ||||||||||||||
| 450 WEST 31ST STREET 11TH FLOOR | NEW YORK | NY | 10001 | 2023-05-19 | $10,000 | SUPPORT CHARITABLE PURPOSE | $10,000 | NO | ANNUALLY | GRANT WAS FULLY EXPENDED FOR CHARITABLE PURPOSES. | ||||
| CHARLES & RAY EAMES HOUSE PRESERVATION FOUNDATION INC | ||||||||||||||
| 203 CHAUTAUQUA BOULEVARD | PACIFIC PALISADES | CA | 90272 | 2023-12-26 | $1,000 | SUPPORT CHARITABLE PURPOSE | $1,000 | NO | ANNUALLY | GRANT WAS FULLY EXPENDED FOR CHARITABLE PURPOSES. | ||||
| FOOD FOR THE NEEDY | ||||||||||||||
| 5055 COLLINS AVE - 12 J/K | MIAMI BEACH | FL | 33140 | 2023-03-21 | $5,000 | SUPPORT CHARITABLE PURPOSE | $5,000 | NO | ANNUALLY | GRANT WAS FULLY EXPENDED FOR CHARITABLE PURPOSES. | ||||
| PANCREATIC CANCER RESEARCH FUND | ||||||||||||||
| 2023-05-10 | $3,950 | SUPPORT CHARITABLE PURPOSE | $3,950 | NO | ANNUALLY | GRANT WAS FULLY EXPENDED FOR CHARITABLE PURPOSES. | PO BOX 47432 | LONDON | UK | N21 1XP | ||||
| STEVEN MYRON HOLL FOUNDATION | ||||||||||||||
| 450 WEST 31ST STREET 11TH FLOOR | NEW YORK | NY | 10001 | 2023-07-19 | $8,400 | ANNUALLY | $8,400 | NO | ANNUALLY | GRANT WAS FULLY EXPENDED FOR CHARITABLE PURPOSES. | ||||
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $4,697,081 | EOYBookValueAmt |
| EOYFMV | $4,697,081 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY SECURITIES | StockNm |
| EOY Book Value | $33,337,060 | EOYBookValueAmt |
| EOYFMV | $33,337,060 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,019,894 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,019,894 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTERNATIVE INVESTMENTS | FMV | $4,248,661 | $4,248,661 |
| PARTNERSHIP INVESTMENTS | FMV | $1,459,787 | $1,459,787 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOUNDATION OPERATION QUESTIONS | CategoryTxt |
| Legal Fees | $1,376 | LegalFeesAmt |
| Net Investment Income | $1,376 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER LP EXPENSES | $328,618 | $328,618 | $0 | $0 |
| INSURANCE EXPENSE | $3,378 | $0 | $0 | $3,378 |
| NYS FILING FEE | $1,500 | $0 | $0 | $1,500 |
| BANK CHARGES | $1,355 | $0 | $0 | $1,355 |
| OFFICE EXPENSES | $637 | $0 | $0 | $637 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PFIC INCOME | $295,791 | $295,791 | $0 |
| NONDIVIDEND DISTRIBUTIONS | $34,842 | $0 | $0 |
| INCOME (LOSS) FROM PASS THROUGH ENTITIES | $80,313 | $92,295 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/BOOK ADJUSTMENTS | Desc |
| Amt | $3,342,149 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTING AND BOOKKEEPING FEE | $199,440 | $99,720 | $0 | $99,720 |
| INVESTMENT ADVISORY FEE | $281,768 | $253,591 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAXES PAID | $50,000 | $0 | $0 | $0 |
| FOREIGN TAXES PAID | $15,979 | $14,984 | $0 | $0 |
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