THE JAFFE FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE JAFFE FAMILY FOUNDATION (EIN 22-2827692)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202123199349103982
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Distribution From Corpus Election
- 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 | 2021-11-15T12:03:21-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | ELLIOT JAFFE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5517776803 | PhoneNum |
| Signature | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELLIOT | PersonFirstNm |
| Person Last | JAFFE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
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 | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $66,853,073 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $19,672,522 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $80,528 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $80,528 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $801,119 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $801,119 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,184,520 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,196,677 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $265,327 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $180,879 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $18,634,976 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,062,526 | 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 | $19,840 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $19,840 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $58,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $23,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $29,375 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $345,679 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $241,296 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $87,269 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $46,423 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $25,909 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $124,780 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,561 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $46,463 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $4,646 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $41,816 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $190,606 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $185,767 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,202 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $832,541 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $494,679 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $182,502 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,477,440 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,476,940 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,309,981 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $494,679 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,659,442 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,324,995 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $567,847 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,415,187 | CashBOYAmt |
| Cash EOY | $6,507,451 | CashEOYAmt |
| Cash EOYFMV | $6,507,451 | CashEOYFMVAmt |
| US Government Obligations BOY | $12,303,885 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,548,835 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,548,835 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $17,759,350 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,433,129 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $34,013,662 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,016,429 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,188,221 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,270,071 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,898,249 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,526,661 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,013,054 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,500,000 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $4,500,000 | LandBOYAmt |
| Land EOY | $4,500,000 | LandEOYAmt |
| Land EOYFMV | $4,500,000 | LandEOYFMVAmt |
| Total Assets BOY | $43,893,100 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,704,297 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $66,853,073 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | -$5,982,621 | CapitalStockBOYAmt |
| Capital Stock EOY | -$5,982,621 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $49,875,721 | RetainedEarningBOYAmt |
| Retained Earning EOY | $55,686,918 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $43,893,100 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $49,704,297 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $43,893,100 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $49,704,297 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $43,893,100 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,324,995 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $59,218,095 | SubtotalAmt |
| Other Decreases | $9,513,798 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $49,704,297 | 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 | $6,260 | $0 | $6,260 | $6,260 | |
| ST LOSS FROM SALE OF PUBLICLY TRADED SECURITIES | P | $5,333,499 | $0 | -$119,544 | -$119,544 | $5,453,043 |
| ST LOSS FROM LP INVESTMENTS | P | -$771,432 | -$771,432 | |||
| LT LOSS FROM SALE OF PUBLICLY TRADED SECURITIES | P | $11,757,937 | $0 | -$1,398,785 | -$1,398,785 | $13,156,722 |
| LT GAIN FROM LP INVESTMENTS | P | $98,981 | $0 | $98,981 | $98,981 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,184,520 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$890,976 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,893 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,893 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,893 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $67,172 | 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 | $67,172 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $59,279 | OverpaymentAmt |
| Applied To ES Tax | $59,279 | 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 | $39,945,968 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,892,526 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,558,442 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $44,396,936 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $44,396,936 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $665,954 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $43,730,982 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,186,549 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,186,549 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,893 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,893 | TotalTaxAmt |
| Distributable Before Adj | $2,178,656 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,178,656 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,178,656 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,659,442 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,659,442 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,659,442 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,178,656 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,076,770 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,659,442 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,076,770 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $500 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $582,172 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $500 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,596,484 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $500 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELLIOT JAFFE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (99 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 92ND STREET Y | ||||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $5,000 | |
| A NEW WAY OF LIFE REENTRY | ||||||||
| PO BOX 875288 | LOS ANGELES | CA | 90087 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $1,000 | |
| AAAAI AMERICAN ACADEMY | ||||||||
| 555 EAST WELLS ST SUITE 1100 | MILWAUKEE | WI | 53202 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $65,000 | |
| ACTBLUE | ||||||||
| 366 SUMMER ST | SOMERVILLE | MA | 02144 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $1,100 | |
| ALL OUR KIN | ||||||||
| 414A CHAPEL ST SUITE 100 | NEW HAVEN | CT | 06511 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $5,000 | |
| AMERICAN MUSEUM OF NATURAL HISTORY | ||||||||
| 79TH CENTRAL PARK W | NEW YORK | NY | 10024 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $425,500 | |
| AMNESTY INTERNATIONAL | ||||||||
| 777 UNITED NATIONS PLAZA 601 | NEW YORK | NY | 10017 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $1,500 | |
| ANYONE CORPORATION | ||||||||
| 41 W 25TH ST 11TH FL | NEW YORK | NY | 10010 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $10,000 | |
| ARC | ||||||||
| 960 EAST 3RD STREET | LOS ANGELES | CA | 90013 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $1,000 | |
| ARCHITECTURAL LEAGUE | ||||||||
| 594 BROADWAY SUITE 607 | NEW YORK | NY | 10012 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $146,950 | |
| ASHOKA | ||||||||
| 1700 N MOORE ST STE 2000 | ARLINGTON | VA | 22209 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $100,000 | |
| BANG ON A CAN | ||||||||
| 80 HANSON PL STE 301 | BROOKLYN | NY | 11217 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $16,000 | |
| BARD GRADUATE CENTER | ||||||||
| 18 WEST 86TH ST | NEW YORK | NY | 10024 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $24,000 | |
| BELLA MENTE AMERICA'S CUP | ||||||||
| 333 SOUTH 7TH ST 3100 | MINNEAPOLIS | MN | 55402 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $500 | |
| BETHEL AME CHURCH | ||||||||
| 33 W 123RD ST | NEW YORK | NY | 10027 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $2,500 | |
| BIG BROTHERS BIG SISTERS | ||||||||
| 2502 NORTH ROCKY POINT DRIVE SUITE | TAMPA | FL | 33607 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $4,000 | 550 |
| BLUE HILL OBSERVATORY SCIENCE CENTER | ||||||||
| 1 OBSERVATORY SERVICE RD | MILTON | MA | 02186 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $260 | |
| BONDED LABOUR LIBERATION FRONT | ||||||||
| 50 E FREEDOM WAY | CINCINNATI | OH | 45202 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $1,500 | |
| BREAKTIME | ||||||||
| 170 PORTLAND ST | BOSTON | MA | 02114 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $2,000 | |
| BRIDGE FUND OF NEW YORK | ||||||||
| 271 MADISON AVE 907 | NEW YORK | NY | 10016 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $10,000 | |
| BUONICONTI FUND | ||||||||
| 1095 NW 14TH TERRACE | MIAMI BEACH | FL | 33136 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $1,000 | |
| CARNEGIE MUSEUM OF ART | ||||||||
| 4400 FORBES AVE | PITTSBURGH | PA | 15213 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $51,340 | |
| CARVER CENTER | ||||||||
| 400 WESTCHESTER AVE | PORT CHESTER | NY | 10573 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $500 | |
| CATHOLIC CHARITIES OF FAIRFIELD COUNTY | ||||||||
| 238 JEWETT AVE | BRIDGEPORT | CT | 06606 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $1,000 | |
| CLINIC OLE | ||||||||
| 911 WASHINGTON ST | CALISTOGA | CA | 94515 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $5,000 | |
| COLUMBIA BABIES CARDIAC | ||||||||
| 1790 BROADWAY | NEW YORK | NY | 10019 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $2,000 | |
| COLUMBIA UNIVERSITY GSAPP | ||||||||
| 3022 BROADWAY | NEW YORK | NY | 10027 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $20,000 | |
| COLUMBIA UNIVERSITY | ||||||||
| 622 W 113 ST MAIL CODE 4524 | NEW YORK | NY | 10025 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $20,000 | |
| COOPER UNION | ||||||||
| 30 COOPER SQUARE 8TH FLOOR | NEW YORK | NY | 10003 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $20,000 | |
| COVENANT HOUSE | ||||||||
| 550 10TH AVENUE | NEW YORK | NY | 10018 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $2,000 | |
| CRITICAL RESISTANCE | ||||||||
| PO BOX 22780 | OAKLAND | CA | 22780 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $3,000 | |
| DAVID PARSONS DANCE | ||||||||
| 229 W 42ND ST 8 | NEW YORK | NY | 10036 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $515 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 SEVENTH AVE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $5,000 | |
| DOE FUND | ||||||||
| 232 EAST 84TH STREET | NEW YORK | NY | 10001 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $100 | |
| DONORS CHOOSE | ||||||||
| 134 W 37TH ST | NEW YORK | NY | 10018 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $2,000 | |
| EDIBLE SCHOOLYARD NYC | ||||||||
| 55 WASHINGTON STREET 257 | BROOKLYN | NY | 11201 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $4,000 | |
| EDIBLE SCHOOLYARD PROJECT | ||||||||
| 1517 SHATTUCK AVENUE | BERKELEY | CA | 94709 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $10,000 | |
| EQUAL JUSTICE INITIATIVE | ||||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $3,090 | |
| EVERYTOWN FOR GUN SAFETY | ||||||||
| PO BOX 3886 | NEW YORK | NY | 10017 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $1,000 | |
| EWHA WOMEN'S UNIVERSITY | ||||||||
| 475 RIVERSIDE DR | NEW YORK | NY | 10115 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $5,000 | |
| FAMILY RE-ENTRY | ||||||||
| 9 MOTT AVE STE 104 | NORWALK | CT | 06580 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $250 | |
| FARE | ||||||||
| 7923 JONES BRANCH DR SUITE 1100 | MCLEAN | VA | 22099 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $200,000 | |
| FIGURE SKATING HARLEM | ||||||||
| 361 W 125TH ST FL 4 | NEW YORK | NY | 10027 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $5,000 | |
| FOOD ALLERGY RESEARCH | ||||||||
| 7901 JONES BRANCH DR 249 | MCLEAN | VA | 22102 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $1,000 | |
| FOOD BANK FOR NEW YORK CITY | ||||||||
| 39 BROADWAY 10TH FL | NEW YORK | NY | 10006 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $1,000 | |
| FOOD FOR PRESTON | ||||||||
| PO BOX 1175 | KINGWOOD | WV | 26537 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $500 | |
| FOOD FOR THE NEEDY | ||||||||
| C/O ERNEST BOGEN 5055 COLLINS AVE | MIAMI BEACH | FL | 33140 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $5,000 | |
| FRESH AIR FUND | ||||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $1,000 | |
| GIVE DIRECTLY | ||||||||
| PO BOX 3221 | NEW YORK | NY | 10008 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $1,500 | |
| GREATER BOSTON FOOD BANK | ||||||||
| 770 S BAY AVE | BOSTON | MA | 02118 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $500 | |
| GREY ROOM | ||||||||
| PO BOX 250834 | NEW YORK | NY | 10025 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $6,000 | |
| HARVARD GRADUATE SCHOOL OF DESIGN | ||||||||
| 48 QUINCY ST | CAMBRIDGE | MA | 02138 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $10,000 | |
| HARVARD UNIVERSITY | ||||||||
| 14 STORY ST 100 | CAMBRIDGE | MA | 02138 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $25,000 | |
| HOFSTRA UNIVERSITY SPEECH LANGUAGE CLINIC | ||||||||
| 101 HOFSTRA UNIVERSITY | HEAMPSTEAD | NY | 11549 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $1,000 | |
| ICAHN SCHOOL OF MEDICINE MT SINAI | ||||||||
| GUSTAVE L LEVY PLACE BOX 1049 | NEW YORK | NY | 10029 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $101,000 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 122 E 42ND ST | NEW YORK | NY | 10168 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $1,030 | |
| JAZZ AT LINCOLN CENTER | ||||||||
| 10 COLUMBUS CIR | NEW YORK | NY | 10023 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $100,000 | |
| JULLIARD SCHOOL OF MUSIC | ||||||||
| 60 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $1,000 | |
| LETS GET READY | ||||||||
| 50 BROADWAY | NEW YORK | NY | 10004 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $1,000 | |
| LINCOLN CENTER FOR THE ARTS | ||||||||
| 69 LINCOLN CENTER PLAZA | NEW YORK | NY | 10022 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $300,000 | |
| LOWER EAST SIDE GIRLS CLUB | ||||||||
| 402 EAST 8TH STREET | NEW YORK | NY | 10009 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $5,000 | |
| MAYFLOWER MEDICAL OUTREACH | ||||||||
| PO BOX 75449 | OKLAHOMA CITY | OK | 73147 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $1,000 | |
| MISHKAN ISRAEL DAY CAMP | ||||||||
| 785 RIDGE RD | HAMDEN | CT | 06517 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $700 | |
| MUSEUM OF MODERN ART | ||||||||
| 11 WEST 53 STREET | NEW YORK | NY | 10019 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $50,000 | |
| NEW YORK YACHT CLUB FOUNDATION | ||||||||
| 37 WEST 44TH STREET | NEW YORK | NY | 10036 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $175 | |
| NO KID HUNGRY | ||||||||
| 1030 15TH ST NW SUITE 1100 W | WASHINGTON | DC | 20005 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $2,000 | |
| OXFAM | ||||||||
| 266 CAUSEWAY STREET 5TH FL | BOSTON | MA | 02114 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $5,130 | |
| PAN MASS CHALLENGE | ||||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $1,025 | |
| PARTNERS IN HEALTH | ||||||||
| 800 BOYLSTON STREET SUITE 1400 | BOSTON | MA | 02199 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $10,000 | |
| PAUL TAYLOR DANCE FOUNDATION | ||||||||
| 551 GRAND STREET | NEW YORK | NY | 10002 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $55,000 | |
| PENN DESIGN | ||||||||
| 210 S 34TH ST | PHILADELPHIA | PA | 19104 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $875 | |
| READ AHEAD | ||||||||
| 50 BROAD ST 1720 | NEW YORK | NY | 10004 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $500 | |
| RISE JUSTICE LABS | ||||||||
| PO BOX 90048 | WASHINGTON | DC | 20090 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $5,000 | |
| RIVERDALE MENTAL HEALTH ASSOC | ||||||||
| 72 FORT ADAMS DR | NEWPORT | RI | 02840 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $250 | |
| SAIL NEWPORT | ||||||||
| 60 FORT ADAMS DRIVE | NEWPORT | RI | 02840 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $250 | |
| SAILFISH POINT FOUNDATION | ||||||||
| 2201 SE SALFISH POINT BLVD | STUART | FL | 34996 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $1,000 | |
| SALVATION ARMY | ||||||||
| 440 WEST NYACK ROAD | WEST NYACK | NY | 10994 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $250 | |
| SKYSCRAPER MUSEUM | ||||||||
| 39 BATTERY PL | NEW YORK | NY | 10280 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $1,000 | |
| ST JAMES INFIRMARY CLINIC | ||||||||
| 730 POLK STREET 4TH FL | SAN FRANCISCO | CA | 94109 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $2,060 | |
| STAMFORD HOSPITAL FOUNDATION | ||||||||
| 1351 WASHINGTON BLVD STE 202 | STAMFORD | CT | 06902 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $20,000 | |
| STANFORD GRADUATE SCHOOL OF BUSINESS | ||||||||
| 655 KNIGHT WAY | STANFORD | CA | 94305 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $10,000 | |
| STEEP ROCK ASSOCIATION | ||||||||
| PO BOX 279 | WASHINGTON DEPOT | CT | 06794 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $200 | |
| STEM TEACHERS NYC | ||||||||
| 245 WEST 107TH ST 10B | NEW YORK | NY | 10025 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $10,000 | |
| STEVEN MYRON HOLL FOUNDATION | ||||||||
| 450 WEST 31ST STREET 11TH FLOOR | NEW YORK | NY | 10001 | NONE | PF | SUPPORT CHARITABLE PURPOSE | $30,000 | |
| STOREFRONT FOR ART AND ARCHITECTURE | ||||||||
| 97 KENMARE STREET | NEW YORK | NY | 10012 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $10,000 | |
| SWEET WATER FOUNDATION | ||||||||
| 3455 HILLCREST ST | REDDING | CA | 96001 | NONE | PF | SUPPORT CHARITABLE PURPOSE | $500 | |
| TEACHERS COLLEGE | ||||||||
| 525 W 120TH STREET | NEW YORK | NY | 10027 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $50,000 | |
| THE NATURE CONSERVANCY | ||||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 222031606 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $143,000 | |
| THIRTEENWNET | ||||||||
| 825 EIGHT AVENUE | NEW YORK | NY | 10019 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $32,500 | |
| TUFTS UNIVERSITY | ||||||||
| 419 BOSTON AVE | MEDFORD | MA | 02155 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $1,000 | |
| UNICEF | ||||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $500 | |
| UNITED JEWISH FEDERATION | ||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $25,000 | |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 2929 WALNUT ST SUITE 300 | PHILADELPHIA | PA | 19104 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $116,870 | |
| WASHINGTON COMMUNITY FUND | ||||||||
| PO BOX 1231 | WASHINGTON | DC | 06793 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $250 | |
| WE CARE SOLAR | ||||||||
| 2150 ALLSTON WAY SUITE 340 | BERKELEY | CA | 94704 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $2,000 | |
| WESTCHESTER LAND TRUST | ||||||||
| 11 BABBITT ROAD BEDFORD HILLS | BEDFORD HILLS | NY | 10507 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $1,020 | |
| WGBH | ||||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $116,250 | |
| WSHU RADIO | ||||||||
| 5151 PARK AVENUE | FAIRFIELD | CT | 06825 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $1,000 | |
| YALE UNIVERSITY SCHOOL OF ARCHITECTURE | ||||||||
| 180 YORK STREET | NEW HAVEN | CT | 06511 | NONE | PC | SUPPORT CHARITABLE PURPOSE | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,477,440 | 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 | $80,528 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $801,119 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $13,804 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,198,324 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| PFIC INCOME | 01 | $262,264 | $0 | |
| NONDIVEND DISTRIBUTIONS | 01 | $77,684 | $0 | |
| INCOME (LOSS) FROM PASS THROUGH ENTITIES | 01 | -$67,581 | $0 | -$7,040 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $6,764 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$1,044,310 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$1,037,546 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLIOT & ROSLYN JAFFE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 933 MACARTHUR BLVD | AddressLine1Txt |
| City | MAHWAH | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07430 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $19,672,522 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $19,613,535 | FairMarketValueAmt |
| Received | 2020-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BOOKKEEPING/TAX PREPARATION | CategoryTxt |
| Amt | $58,750 | Amt |
| Net Investment Income | $23,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $29,375 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | ELECTION UNDER REGULATION 53.4942(A)-3(E)(2) QUALIFYING DISTRIBUTIONS TREATED AS DISTRIBUTIONS OUT OF CORPUS.THE JAFFE FAMILY FOUNDATION, ELECTS PURSUANT TO REGULATION 53.4942(A)-3(E)(2) TO TREAT DISTRIBUTIONS OUT OF CORPUS IN ORDER TO SATISFY THE DISTRIBUTION REQUIREMENTS OF IRC 4942(G)(3) FOR THE CURRENT TAX YEAR ENDED DECEMBER 31, 2020.THE FOUNDATION MANAGER DECLARES BELOW THAT THE FOUNDATION IS MAKING THIS ELECTION UNDER REGULATION 53.4942(A)-3(E)(2) AND THE CURRENT YEAR DISTRIUBTION WAS TREATED UNDER REGULATION 53.4942(A)-3(E)(2) AS A DISTRIBUTION OUT OF CORPUS AS FOLLOWS:DISTRIBUTIONS AMOUNTCURRENT YEAR DISTRIBUTION FROM CORPUS 500 | ElectionDesc |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 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 | 2020-12-29 | $30,000 | SUPPORT CHARITABLE PURPOSE | $10,000 | NO | ANNUALLY | 2021-11-15 | $10,000 OF THE GRANT WAS EXPENDED FOR CHARITABLE PURPOSES. THE REMAINING $20,000 WILL BE SPENT IN 2021 FOR CHARITABLE PURPOSES. |
| SWEET WATER FOUNDATION | |||||||||||
| 3455 HILLCREST ST | REDDING | CA | 96001 | 2020-12-21 | $500 | SUPPORT CHARITABLE PURPOSE | $500 | NO | ANNUALLY | 2021-11-15 | 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 | $10,188,221 | EOYBookValueAmt |
| EOYFMV | $10,270,071 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY SECURITIES | StockNm |
| EOY Book Value | $18,433,129 | EOYBookValueAmt |
| EOYFMV | $34,013,662 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,548,835 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,548,835 | 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 | $6,709,841 | $8,196,231 |
| PARTNERSHIP INVESTMENTS | FMV | $1,816,820 | $1,816,823 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOUNDATION OPERATION QUESTIONS | CategoryTxt |
| Legal Fees | $19,840 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $19,840 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENTS TO BOOK VALUE | Desc |
| Amt | $9,513,798 | 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 | $186,404 | $185,767 | $0 | $0 |
| INSURANCE EXPENSE | $1,948 | $0 | $0 | $1,948 |
| NYS FILING FEE | $1,500 | $0 | $0 | $1,500 |
| BANK CHARGES | $520 | $0 | $0 | $520 |
| OFFICE EXPENSES | $234 | $0 | $0 | $234 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PFIC INCOME | $262,264 | $262,264 | $0 |
| NONDIVEND DISTRIBUTIONS | $77,684 | $0 | $0 |
| INCOME (LOSS) FROM PASS THROUGH ENTITIES | -$74,621 | -$81,385 | $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 | $174,537 | $87,269 | $0 | $87,269 |
| INVESTMENT ADVISORY FEE | $171,142 | $154,027 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAXES PAID | $108,152 | $0 | $0 | $0 |
| FOREIGN TAXES PAID | $16,628 | $13,561 | $0 | $0 |
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