THE JAFFE FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE JAFFE FAMILY FOUNDATION (EIN 22-2827692)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202323179349102602
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T13:45:09-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | 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 | 2022-01-01 | 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 | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | JAFFE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL ROMANO | PreparerPersonNm |
| PTIN | P00504182 | PTIN |
| Phone | 2125990100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $51,921,982 | 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 | $60,730 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $60,730 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,047,728 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,047,728 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $639,410 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,132,395 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $639,410 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $670,172 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $334,207 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,418,040 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,082,075 | 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 | $3,213 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $315 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,898 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $115,575 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $46,230 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $57,788 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $434,953 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $314,770 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $95,859 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $27,724 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $27,483 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $106,406 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,406 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $39,300 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,930 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $35,370 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $350,328 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $343,079 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,944 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,077,499 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $747,213 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $196,859 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,488,494 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,488,494 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,565,993 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $747,213 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,685,353 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,147,953 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,334,862 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,600,372 | CashBOYAmt |
| Cash EOY | $1,242,518 | CashEOYAmt |
| Cash EOYFMV | $1,242,518 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $330,443 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $194,994 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $194,994 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,083,673 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $711,108 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $711,108 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $39,654,647 | CorporateStockBOYAmt |
| Corporate Stock EOY | $31,255,347 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $31,255,347 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,384,989 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,739,668 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,739,668 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $4,300,000 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $4,400,000 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $4,300,000 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $4,300,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $10,182,967 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,478,347 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,478,347 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $66,637,091 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,921,982 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $51,921,982 | 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 | $66,637,091 | RetainedEarningBOYAmt |
| Retained Earning EOY | $51,921,982 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $66,637,091 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $51,921,982 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $66,637,091 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $51,921,982 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $66,637,091 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,147,953 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $63,489,138 | SubtotalAmt |
| Other Decreases | $11,567,156 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $51,921,982 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | P | $82,620 | $0 | $82,620 | $82,620 | |
| ST LOSS FROM SALE OF PUBLICLY TRADED SECURITIES | P | $4,289,049 | $0 | -$59,440 | -$59,440 | $4,348,489 |
| ST LOSS FROM LP INVESTMENTS | P | -$49,439 | -$49,439 | |||
| LT LOSS FROM SALE OF PUBLICLY TRADED SECURITIES | P | $2,954,281 | $0 | -$140,776 | -$140,776 | $3,095,057 |
| LT GAIN FROM LP INVESTMENTS | P | $806,445 | $0 | $806,445 | $806,445 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $639,410 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$108,879 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,555 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,555 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,555 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $81,479 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $131,479 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $112,924 | OverpaymentAmt |
| Applied To ES Tax | $112,924 | 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 | 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 | $49,925,778 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,758,337 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,538,349 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $58,222,464 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $58,222,464 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $873,337 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $57,349,127 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,867,456 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,867,456 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,555 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $13,392 | IncomeTaxAmt |
| Total Tax | $31,947 | TotalTaxAmt |
| Distributable Before Adj | $2,835,509 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,835,509 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,835,509 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,685,353 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,685,353 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,835,509 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,672,551 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,685,353 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,672,551 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,835,509 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $177,293 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $177,293 | 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 | $177,293 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $177,293 | 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 (117 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $2,000 | |||||
| ALL OUR KIN | ||||||||||||
| PO BOX 8477 | NEW HAVEN | CT | 06530 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $90,000 | |||||
| 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 MUSEUM OF NATURAL HISTORY | ||||||||||||
| 79TH CENTRAL PARK W | NEW YORK | NY | 10024 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $240,000 | |||||
| ANYONE CORPORATION | ||||||||||||
| 41 W 25TH ST 11TH FL | NEW YORK | NY | 10010 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $40,000 | |||||
| ARCHITECTURAL LEAGUE | ||||||||||||
| 594 BROADWAY SUITE 607 | NEW YORK | NY | 10012 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $206,500 | |||||
| ASHOKA | ||||||||||||
| 1700 N MOORE ST STE 2000 | ARLINGTON | VA | 22209 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $100,000 | |||||
| ATLANTIC CENTER FOR THE ARTS | ||||||||||||
| 1414 ART CENTER AVE | NEW SMYNA BEACH | FL | 32168 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $12,500 | |||||
| AUBIN PICTURES | ||||||||||||
| 138 GRAND STREET | NEW YORK | NY | 10013 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $5,000 | |||||
| BALTIMORE MUSEUM OF ART | ||||||||||||
| 10 ART MUSEUM DRIVE | BALTIMORE | MD | 21218 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,030 | |||||
| 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 | $300 | |||||
| BELMONT CHAPEL | ||||||||||||
| 30 WARNER STREET | NEWPORT | RI | 02840 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $30,000 | |||||
| BIG BROTHERS BIG SISTERS | ||||||||||||
| 2502 NORTH ROCKY POINT DRIVE SUITE | TAMPA | FL | 33607 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $5,000 | 550 | ||||
| BLUE HILL SCIENCE CENTER | ||||||||||||
| 1 OBSERVATORY SERVICE RD | MILTON | ME | 02186 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $100 | |||||
| BRIDGE FUND OF NEW YORK | ||||||||||||
| 271 MADISON AVE 907 | NEW YORK | NY | 10016 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $25,000 | |||||
| CARVER CENTER | ||||||||||||
| 400 WESTCHESTER AVE | PORT CHESTER | NY | 10573 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,000 | |||||
| CENTER FOR ARCHITECTURE - AIA | ||||||||||||
| 536 LAGUARDIA PLACE | NEW YORK | NY | 10012 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $15,000 | |||||
| CENTRAL PARK CONSERVANCY | ||||||||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $25,000 | |||||
| CHAI LIFELINE | ||||||||||||
| 151 W 30TH STREET | NEW YORK | NY | 10001 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $360 | |||||
| CHARLES & RAY EAMES HOUSE PRESERVATION FOUNDATION INC | ||||||||||||
| 203 CHAUTAUQUA BOULEVARD | PACIFIC PALISADES | CA | 90272 | N/A | POF | SUPPORT CHARITABLE PURPOSE | $1,000 | |||||
| CHILDREN'S ENVIRONMENT LITERACY FUND | ||||||||||||
| 100 SUMMIT LAKE DRIVE SUITE 160 | VALHALLA | NY | 10595 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $500 | |||||
| CLIMATE CHANGE FOR ALL EDUCATORS INC | ||||||||||||
| 59 SUMMERSWEET LANE | NEW CANAAN | CT | 06840 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $800,000 | |||||
| CLIMATE EMERGENCY FUND | ||||||||||||
| 8383 WILSHIRE BLVD 400 | BEVERLY HILLS | CA | 90211 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $3,500 | |||||
| CLINIC OLE | ||||||||||||
| 911 WASHINGTON ST | CALISTOGA | CA | 94515 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $5,000 | |||||
| COLUMBIA BABIES CARDIAC | ||||||||||||
| 1790 BROADWAY | NEW YORK | NY | 10019 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $2,000 | |||||
| COLUMBIA UNIVERSITY GSAPP | ||||||||||||
| 3022 BROADWAY | NEW YORK | NY | 10027 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $20,000 | |||||
| COLUMBIA UNIVERSITY | ||||||||||||
| 622 W 113 ST MAIL CODE 4524 | NEW YORK | NY | 10025 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $115,500 | |||||
| COMMUNITY FIRST FOUNDATION | ||||||||||||
| 5855 WADSWORTH BYPASS A | ARVADA | CO | 80003 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,023 | |||||
| COOPER UNION | ||||||||||||
| 30 COOPER SQUARE 8TH FLOOR | NEW YORK | VA | 10003 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $117,000 | |||||
| CORNELL UNIVERSITY - DEPT OF ARCHITECTURE | ||||||||||||
| 129 SIBLEY DOME | ITHACA | NY | 14853 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $125,000 | |||||
| COVENANT HOUSE | ||||||||||||
| 550 10TH AVENUE | NEW YORK | NY | 10018 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,000 | |||||
| DANA FARBER MARATHON CHALLENGE | ||||||||||||
| 450 BROOKLINE AVE | BOSTON | ME | 02215 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,000 | |||||
| DANSPACE PROJECT INC | ||||||||||||
| 131 EAST EAST 10TH STREET | NEW YORK | NY | 10003 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $500 | |||||
| DEGANIA FOUNDATION | ||||||||||||
| 1761 NE 197TH TER | MIAMI | FL | 33179 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $12,000 | |||||
| DOCTORS WITHOUT BORDERS | ||||||||||||
| 333 SEVENTH AVE 2ND FLOOR | NEW YORK | NY | 10001 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $200 | |||||
| DOE FUND | ||||||||||||
| 232 EAST 84TH STREET | NEW YORK | NY | 10001 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $530 | |||||
| EDIBLE SCHOOLYARD NYC | ||||||||||||
| 55 WASHINGTON STREET 257 | BROOKLYN | NY | 11201 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $6,000 | |||||
| EDIBLE SCHOOLYARD PROJECT | ||||||||||||
| 1517 SHATTUCK AVENUE | BERKELEY | CA | 94709 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $15,000 | |||||
| EVERYORG | ||||||||||||
| 150 COURT STREET 2ND FLOOR | BROOKLYN | NY | 11201 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,000 | |||||
| FARE | ||||||||||||
| 7923 JONES BRANCH DR SUITE 1100 | MCLEAN | VA | 22099 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $200,500 | |||||
| FILM FORUM | ||||||||||||
| 209 WEST HOUSTON STREET | NEW YORK | NY | 10014 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $250 | |||||
| FIT FOUNDATION | ||||||||||||
| 227 WEST 27TH STREET | NEW YORK | NY | 10001 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $9,800 | |||||
| FLORIDA NATIVE PLANT SOCIETY | ||||||||||||
| PO BOX 278 | MELBOURNE | FL | 32902 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $2,700 | |||||
| FORT GREENE PARK CONSERVANCY INC | ||||||||||||
| 85 S OXFORD SUITE 2 | BROOKLYN | NY | 11217 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $640 | |||||
| FRESH AIR FUND | ||||||||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $3,500 | |||||
| FRIENDS OF ASOR FUND USA | ||||||||||||
| N/A | PC | SUPPORT CHARITABLE PURPOSE | $5,000 | DERECH HEBRON 24 SUITE JVP | JERUSALEM | IS | 9354212 | |||||
| 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 | |||||
| HARLEM CHILDRENS ZONE | ||||||||||||
| 35 EAST 125TH STREET | NEW YORK | NY | 10035 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $25,000 | |||||
| HARVARD UNIVERSITY | ||||||||||||
| 14 STORY ST 100 | CAMBRIDGE | MA | 02138 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $10,000 | |||||
| HORIZONS NATIONAL | ||||||||||||
| 120 POST ROAD W 202 | WESTPORT | CT | 06880 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $210 | |||||
| HUDSON LINK FOR HIGHER EDUCATION | ||||||||||||
| 23 STATE STREET | OSSINING | NY | 10562 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $5,000 | |||||
| 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 | |||||
| IYRS SCHOOL OF TECHNOLOGY & TRADES | ||||||||||||
| 10 WEST 35TH STREET | CHICAGO | IL | 60616 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,000 | |||||
| JAZZ AT LINCOLN CENTER | ||||||||||||
| 10 COLUMBUS CIR | NEW YORK | NY | 10023 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $100,000 | |||||
| JULLIARD SCHOOL OF MUSIC | ||||||||||||
| 60 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,000 | |||||
| KOUNKUEY DESIGN | ||||||||||||
| 309 EAST 8TH STREET 205 | LOS ANGELES | CA | 90014 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $25,000 | |||||
| LANDING SCHOOL BB&D | ||||||||||||
| 286 RIVER ROAD | ARUNDEL | ME | 04046 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $100,000 | |||||
| LETS GET READY | ||||||||||||
| 50 BROADWAY | NEW YORK | NY | 10004 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $525 | |||||
| LOS ANGELES HOUSE OF RUTH | ||||||||||||
| PO BOX 33288 | LOS ANGELES | CA | 90033 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $2,500 | |||||
| MAIDEN FACTOR | ||||||||||||
| 477 MADISON AVE 6TH FLOOR | NEW YORK | NY | 10022 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $100 | |||||
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||||||
| PO BOX 5028 | HAGERSTOWN | MD | 21741 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $8,000 | |||||
| MUSEUM OF MODERN ART | ||||||||||||
| 11 WEST 53 STREET | NEW YORK | NY | 10019 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $101,000 | |||||
| MYSTIC SEAPORT MUSEUM | ||||||||||||
| 75 GREENMANVILLE AVE | MYSTIC | CT | 06355 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $10,000 | |||||
| NATIONAL AUDUBON SOCIETY | ||||||||||||
| 225 VARICK STREET | NEW YORK | NY | 06355 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $150,500 | |||||
| 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 | $5,000 | |||||
| NEW COVENANT CENTER | ||||||||||||
| 174 RICHMOND HILL AVE | STAMFORD | CT | 06902 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $500 | |||||
| NEW PROFIT INC | ||||||||||||
| 99 BEDFORD STREET SUITE 500 | BOSTON | MA | 02111 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $25,000 | |||||
| NEW YORK PUBLIC LIBRARY | ||||||||||||
| 476 FIFTH AVENUE | NEW YORK | NY | 10018 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $3,000 | |||||
| NEW YORK SOCIETY LIBRARY | ||||||||||||
| 53 EAST 79TH STREET | NEW YORK | NY | 10075 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $500 | |||||
| NEW YORK YACHT CLUB FOUNDATION | ||||||||||||
| 37 WEST 44TH STREET | NEW YORK | NY | 10036 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,000 | |||||
| OAKCLIFF SAILING | ||||||||||||
| 4 SOUTH ST | OYSTER BAY | NY | 11771 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $5,000 | |||||
| ONE WEST 54TH STREET FOUNDATION | ||||||||||||
| 1 WEST 54TH STREET | NEW YORK | NY | 10019 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $500 | |||||
| PAN MASS CHALLENGE | ||||||||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,026 | |||||
| PARTNERS IN HEALTH | ||||||||||||
| 800 BOYLSTON STREET SUITE 1400 | BOSTON | MA | 02199 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $10,000 | |||||
| PAUL TAYLOR DANCE FOUNDATION | ||||||||||||
| 551 GRAND STREET | NEW YORK | NY | 10002 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $53,000 | |||||
| PILOBOLUS | ||||||||||||
| 6 KIRBY ROAD - PO BOX 388 | WASHINGTON | CT | 06793 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $515 | |||||
| PLANNED PARENTHOOD | ||||||||||||
| 570 TAXTER ROAD SUITE 250 | ELMSFORD | NY | 10523 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $12,000 | |||||
| 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 | $1,250 | |||||
| RUNWAY OF DREAMS FOUNDATION | ||||||||||||
| 25 W NORTHFIELD ROAD | LIVINGSTON | NJ | 07039 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $500 | |||||
| SAINT LUKE'S FOUNDATION | ||||||||||||
| 11327 SHAKER BLVD 600 W | CLEAVELAND | OH | 44104 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $5,000 | |||||
| SALVATION ARMY | ||||||||||||
| 440 WEST NYACK ROAD | WEST NYACK | NY | 10994 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $100 | |||||
| SCAN-HARBOR | ||||||||||||
| 345 EAST 102ND STREET | NEW YORK | NY | 10029 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $10,000 | |||||
| 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 | |||||
| SOLOMON R GUGGENHEIM FOUNDATION | ||||||||||||
| 1071 5TH AVENUE | NEW YORK | NY | 10128 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $50,000 | |||||
| SOUTH FORK NATIONAL HISTORY MUSEUM | ||||||||||||
| 377 BRIDGEHAMPTON - SAG HARBOR | BRIDGEHAMPTON | NY | 11932 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,000 | TURNPIKE | ||||
| 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 | $10,000 | |||||
| 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 | $20,000 | |||||
| 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 | |||||
| TEACHERS COLLEGE | ||||||||||||
| 525 W 120TH STREET | NEW YORK | NY | 10027 | 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 | $142,000 | |||||
| THIRTEENWNET | ||||||||||||
| 825 EIGHT AVENUE | NEW YORK | NY | 10019 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $35,000 | |||||
| TIMES SQUARE DISTRICT MANAGEMENT ASSOC | ||||||||||||
| 1560 BROADWAY SUITE 1001 | NEW YORK | NY | 10036 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $10,000 | |||||
| TOUCHNET - EMERY RIDDLE | ||||||||||||
| 9801 RENNER BLVD SUITE 150 | LENEXA | KS | 66219 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $50 | |||||
| TUFTS UNIVERSITY | ||||||||||||
| 419 BOSTON AVE | MEDFORD | MA | 02155 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,000 | |||||
| UNIONDOCS | ||||||||||||
| 352 ONDERDONK AVE | RIDGEWOOD | NY | 11385 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $90,000 | |||||
| UNIVERSITY OF HAWAII FOUNDATION | ||||||||||||
| 1314 SOUTH KING STREET | HONOLULU | HI | 96814 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $100,000 | |||||
| UNIVERSITY OF PENNSYLVANIA | ||||||||||||
| 2929 WALNUT ST SUITE 300 | PHILADELPHIA | PA | 19104 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $212,500 | |||||
| VOLUSIA FLAGLER FAMILY YMCA | ||||||||||||
| 761 EAST INTERNATIONAL SPEEDWAY | DELAND | FL | 32724 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $5,000 | BLVD | ||||
| WASHINGTON PARK FOUNDATION | ||||||||||||
| PO BOX 142 | WASHINGTON DEPOT | CT | 06794 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $255 | |||||
| WEILL MEDICAL COLLEGE OF CORNELL UNIVERSITY | ||||||||||||
| 525 EAST 68TH STREET | NEW YORK | NY | 10065 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $100,000 | |||||
| WGBH | ||||||||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $231,250 | |||||
| WHOLE WOMAN'S HEALTH ALLIANCE | ||||||||||||
| 1001 E MARKET STREET SUITE 200 | CHARLOTTESVILLE | VA | 22902 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $500 | |||||
| WORLD AROUND INC | ||||||||||||
| 250 ASHLAND PLACE | BROOKLYN | NY | 11217 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $1,000 | |||||
| WSHU RADIO | ||||||||||||
| 5151 PARK AVENUE | FAIRFIELD | CT | 06825 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $250 | |||||
| YALE UNIVERSITY SCHOOL OF ARCHITECTURE | ||||||||||||
| 180 YORK STREET | NEW HAVEN | CT | 06511 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $170,000 | |||||
| YOUR NEIGHBOR'S BACKYARD | ||||||||||||
| PO BOX 535 | VALLEY COTTAGE | NY | 10989 | N/A | PC | SUPPORT CHARITABLE PURPOSE | $500 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,488,494 | 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 | $60,730 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,047,728 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $21,993 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $617,417 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| PFIC INCOME | 01 | $234,566 | $0 | |
| NONDIVIDEND DISTRIBUTIONS | 01 | $113,063 | $0 | |
| INCOME (LOSS) FROM PASS THROUGH ENTITIES | 01 | $121,634 | $200,909 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $222,902 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,195,138 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,418,040 | 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 | $115,575 | Amt |
| Net Investment Income | $46,230 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $57,788 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 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 | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| STEVEN MYRON HOLL FOUNDATION | |||||||||||
| 450 WEST 31ST STREET 11TH FLOOR | NEW YORK | NY | 10001 | 2022-05-10 | $10,000 | SUPPORT CHARITABLE PURPOSE | $10,000 | NO | ANNUALLY | 2022-05-10 | GRANT WAS FULLY EXPENDED FOR CHARITABLE PURPOSES. |
| STEVEN MYRON HOLL FOUNDATION | |||||||||||
| 450 WEST 31ST STREET 11TH FLOOR | NEW YORK | NY | 10001 | 2022-08-03 | $10,000 | SUPPORT CHARITABLE PURPOSE | $10,000 | NO | ANNUALLY | 2022-08-03 | GRANT WAS FULLY EXPENDED FOR CHARITABLE PURPOSES. |
| CHARLES & RAY EAMES HOUSE PRESERVATION FOUNDATION INC | |||||||||||
| 203 CHAUTAUQUA BOULEVARD | PACIFIC PALISADES | CA | 90272 | 2022-12-15 | $1,000 | SUPPORT CHARITABLE PURPOSE | $1,000 | NO | ANNUALLY | 2022-12-15 | 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 | $5,739,668 | EOYBookValueAmt |
| EOYFMV | $5,739,668 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY SECURITIES | StockNm |
| EOY Book Value | $31,255,347 | EOYBookValueAmt |
| EOYFMV | $31,255,347 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $711,108 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $711,108 | 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 | $6,354,890 | $6,354,890 |
| PARTNERSHIP INVESTMENTS | FMV | $2,123,457 | $2,123,457 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOUNDATION OPERATION QUESTIONS | CategoryTxt |
| Legal Fees | $3,213 | LegalFeesAmt |
| Net Investment Income | $315 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,898 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES/BOOK ADJUSTMENTS | Desc |
| Amt | $11,567,156 | Amt |
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 | $345,384 | $343,079 | $0 | $0 |
| INSURANCE EXPENSE | $2,387 | $0 | $0 | $2,387 |
| NYS FILING FEE | $1,500 | $0 | $0 | $1,500 |
| BANK CHARGES | $589 | $0 | $0 | $589 |
| OFFICE EXPENSES | $468 | $0 | $0 | $468 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PFIC INCOME | $234,566 | $234,566 | $0 |
| NONDIVIDEND DISTRIBUTIONS | $113,063 | $0 | $0 |
| INCOME (LOSS) FROM PASS THROUGH ENTITIES | $322,543 | $99,641 | $0 |
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 | $191,718 | $95,859 | $0 | $95,859 |
| INVESTMENT ADVISORY FEE | $243,235 | $218,911 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAXES PAID | $95,000 | $0 | $0 | $0 |
| FOREIGN TAXES PAID | $11,406 | $11,406 | $0 | $0 |
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