JADE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JADE FOUNDATION (EIN 11-3237282)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201921339349102372
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T14:06:07-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112666663 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARC R WEISSBERG CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 534 BROAD HOLLOW ROAD - SUITE 410 | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113237282 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JADE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JADE | BusinessNameControlTxt |
| Phone | 6313677446 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 CABRIOLET LANE | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID WASSERMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6313677446 | PhoneNum |
| Signature | 2019-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARC WEISSBERG | PreparerPersonNm |
| PTIN | P01237363 | PTIN |
| Phone | 6314541783 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 174.44.40.33 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-13 | IPDt |
| IP Tm | 14:04:43 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 14E6535E6B44FE7A8C27B57499964D1B202AFFF9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $658,851 | 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 | $30 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $30 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,602 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,602 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $32,030 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $265,508 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $32,030 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $43,662 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $43,662 | 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 |
| Accounting Fees Rev And Expnss | $8,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,150 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,150 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,937 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,937 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $100 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $100 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,426 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,426 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,126 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $26,126 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $42,889 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,087 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $34,802 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $174,989 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $174,989 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $217,878 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,087 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $209,791 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$174,216 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $35,575 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $31,350 | CashBOYAmt |
| Cash EOY | $31,350 | CashEOYAmt |
| Cash EOYFMV | $31,350 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $26,822 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $49,922 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $49,922 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $794,065 | CorporateStockBOYAmt |
| Corporate Stock EOY | $594,876 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $577,579 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $852,237 | TotalAssetsBOYAmt |
| Total Assets EOY | $676,148 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $658,851 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,875 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,875 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $850,362 | CapitalStockBOYAmt |
| Capital Stock EOY | $676,148 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $850,362 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $676,148 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $852,237 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $676,148 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $850,362 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$174,216 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2 | OtherIncreasesAmt |
| Subtotal | $676,148 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $676,148 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 200 SHARES ISHARES CORE S&P ETF SMALLCAP | 2014-03-06 | 2018-10-29 | $15,531 | $11,196 | $4,335 | $4,335 | |
| 57 SHARES ISHARES CORE S&P ETF SMALLCAP | 2014-03-06 | 2018-10-29 | $4,426 | $3,191 | $1,235 | $1,235 | |
| 944.287 SHARES HARTFORD WORLD BOND FUND - CLASS I | 2016-11-17 | 2018-03-14 | $10,000 | $10,083 | -$83 | -$83 | |
| 2123.142 SHARES VIRTUS NEWFLEET MULTI-SECTOR SHORT TERM BOND FUND | 2014-03-06 | 2018-03-14 | $10,000 | $10,434 | -$434 | -$434 | |
| 4564.231 SHARES CATALYST HEDGED FUTURES STRATEGIES - CLASS I | 2016-11-17 | 2018-01-02 | $36,970 | $50,624 | -$13,654 | -$13,654 | |
| 149.547 SHARES CATALYST HEDGED FUTURES STRATEGIES - CLASS I | 2016-12-16 | 2018-01-02 | $1,211 | $1,509 | -$298 | -$298 | |
| 339.625 SHARES CATALYST HEDGED FUTURES STRATEGIES - CLASS I | 2016-12-16 | 2018-01-02 | $2,751 | $3,427 | -$676 | -$676 | |
| 525.21 SHARES CATALYST HEDGED FUTURES STRATEGIES - CLASS I | 2017-02-13 | 2018-01-02 | $4,254 | $5,000 | -$746 | -$746 | |
| 5116.959 SHARES DEUTSCHE GLOBAL INFRASTRUCTURE | 2016-10-11 | 2018-03-14 | $73,633 | $70,000 | $3,633 | $3,633 | |
| 25.187 SHARES DEUTSCHE GLOBAL INFRASTRUCTURE | 2016-12-19 | 2018-03-14 | $362 | $340 | $22 | $22 | |
| 718.391 SHARES DEUTSCHE GLOBAL INFRASTRUCTURE | 2017-02-13 | 2018-03-14 | $10,338 | $10,000 | $338 | $338 | |
| 18.026 SHARES DEUTSCHE GLOBAL INFRASTRUCTURE | 2017-03-24 | 2018-03-14 | $259 | $257 | $2 | $2 | |
| 35.967 SHARES DEUTSCHE GLOBAL INFRASTRUCTURE | 2017-06-23 | 2018-03-14 | $518 | $529 | -$11 | -$11 | |
| 38.03 SHARES DEUTSCHE GLOBAL INFRASTRUCTURE | 2017-09-22 | 2018-03-14 | $547 | $568 | -$21 | -$21 | |
| 30.223 SHARES DEUTSCHE GLOBAL INFRASTRUCTURE | 2017-12-19 | 2018-03-14 | $435 | $449 | -$14 | -$14 | |
| 2676.399 SHARES LOOMIS SAYLES GROWTH FUND | 2016-10-11 | 2018-03-14 | $44,000 | $33,758 | $10,242 | $10,242 | |
| 1006.192 SHARES PRINCIPAL MIDCAP INST - CLASS I | 2016-11-17 | 2018-10-30 | $26,000 | $22,113 | $3,887 | $3,887 | |
| CAPITAL GAINS DIVIDENDS | $24,273 | $24,273 | $24,273 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $32,030 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$790 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $220,416 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $968,450 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.227597 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $286,483 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $871,802 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.328610 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $235,293 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,187,799 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.198092 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $320,391 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,561,522 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.205179 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $150,544 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,597,634 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.094229 | DistributionYr5Rt |
| Total Distribution | 1.053707 | TotalDistributionRt |
| Average Distribution | 0.210741 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $791,156 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $166,729 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $356 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $167,085 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $209,791 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $356 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $356 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $356 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $995 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $995 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $639 | OverpaymentAmt |
| Applied To ES Tax | $639 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | DAVID WASSERMAN | IndividualWithBooksNm |
| Phone | 6313677446 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 CABRIOLET LANE | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID WASSERMAN | ||||||||
| 14 CABRIOLET LANE | MELVILLE | NY | 11747 | PRESIDENT/DIRECTOR | 4.00 | $0 | $0 | $0 |
| ELLEN WASSERMAN | ||||||||
| 14 CABRIOLET LANE | MELVILLE | NY | 11747 | SEC/TRES/DIR | 4.00 | $0 | $0 | $0 |
| LAWRENCE SIEGEL | ||||||||
| 12 SWARTHMORE LANE | DIX HILLS | NY | 11746 | DIRECTOR | 0.25 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | JADE FOUNDATION PROVIDES FINANCIAL ASSISTANCE TO ELIGIBLE PREQUALIFIED COUPLES THROUGH LONG ISLAND IVF. THE PROGRAM PROVIDES FINANCIAL ASSISTANCE TO COUPLES WHO LACK INSURANCE COVERAGE OR THEIR INSURANCE HAS BEEN USED UP ON OTHER FERTILITY TREATMENTS TO MEET THE IVF CYCLE EXPENSES NEEDED TO BUILD THE FAMILY OF THEIR DREAMS. | Description1Txt |
| Expenses1 | $25,000 | Expenses1Amt |
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 | $713,337 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $89,867 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $803,204 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $803,204 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,048 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $791,156 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,558 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,558 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $356 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $356 | TotalTaxAmt |
| Distributable Before Adj | $39,202 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $39,202 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $39,202 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $209,791 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $209,791 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $356 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $209,435 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,202 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $72,010 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $243,410 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $175,933 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $242,943 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $172,267 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $906,563 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $209,791 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $39,202 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $170,589 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,077,152 | 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 | $72,010 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,005,142 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $243,410 | ExcessFromYear4Amt |
| Excess From Year3 | $175,933 | ExcessFromYear3Amt |
| Excess From Year2 | $242,943 | ExcessFromYear2Amt |
| Excess From Year1 | $172,267 | ExcessFromYear1Amt |
| Excess From Current Year | $170,589 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID WASSERMAN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID WASSERMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O JADE FOUNDATION 14 CABRIOLET | AddressLine1Txt |
| Address Line2 | LANE | AddressLine2Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6313677446 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORM REQUIRED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ARE ACCEPTED AT ANY TIME. | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS WILL BE GRANTED PRIMARILY TOWARDS CHARITABLE ORGANIZATIONS IN THE U.S. MOST OF THE CONTRIBUTIONS WILL GO TOWARDS CHARITABLE ORGANIZATIONS INVOLVED IN ONE OF THE FOLLOWING: THE PREVENTION OF CRUELTY TO CHILDREN, AND, LOCAL, RELIGILOUS & EDUCATIONAL INSTITUTIONS. NO OTHER RETRICTIONS APPLY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACCELERATOR YMCA OF GREATER SEATTLE | ||||||||
| 2100 24TH AVENUE | SEATTLE | WA | 98144 | NONE | 501(C)(3) | GENERAL SUPPORT | $100 | |
| ALZHEIMER'S DRUG DISCOVERY FOUNDATION | ||||||||
| 57 WEST 57TH STREET SUITE 904 | NEW YORK | NY | 10019 | NONE | 501(C)(3) | GENERAL SUPPORT | $6,200 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 6800 WEST JERICHO TURNPIKE SUITE | SYOSSET | NY | 11791 | NONE | 501(C)(3) | GENERAL SUPPORT | $330 | 200W |
| AMERICAN HEART ASSOCIATION | ||||||||
| 125 E BETHPAGE ROAD SUITE 100 | PLAINVIEW | NY | 11803 | NONE | 501(C)(3) | GENERAL SUPPORT | $31,995 | |
| AMERICAN LIVER FOUNDATION | ||||||||
| 39 BROADWAY 2700 | NEW YORK | NY | 10006 | NONE | 501(C)(3) | GENERAL SUPPORT | $500 | |
| BAY STREET THEATER | ||||||||
| PO BOX 810 | SAG HARBOR | NY | 11963 | NONE | 501(C)(3) | GENERAL SUPPORT | $250 | |
| CHARITY UNITED METHODIST CHURCH | ||||||||
| 4080 CHARITY NECK ROAD | VIRGINIA BEACH | VA | 23456 | NONE | 501(C)(3) | GENERAL SUPPORT | $150 | |
| CHILDREN'S HOSPITAL OF PHILADELPHIA | ||||||||
| 3401 CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | NONE | 501(C)(3) | GENERAL SUPPORT | $250 | |
| EAST QUOGUE FIRE DEPARTMENT | ||||||||
| 465 MONTAUK HIGHWAY | EAST QUOGUE | NY | 11942 | NONE | 501(C)(3) | GENERAL SUPPORT | $100 | |
| HEATHER ON EARTH | ||||||||
| 341 EAST BAY COURT | MERRICK | NY | 11566 | NONE | 501(C)(3) | GENERAL SUPPORT | $500 | |
| HUMANE SOCIETY OF NEW YORK | ||||||||
| 306 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | 501(C)(3) | GENERAL SUPPORT | $150 | |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 | |
| MELVILLE FIRE DEPARTMENT | ||||||||
| 531 SWEET HOLLOW ROAD | MELVILLE | NY | 11747 | NONE | 501(C)(3) | GENERAL SUPPORT | $100 | |
| MEMORIAL SLOAN KETTERING | ||||||||
| 650 COMMACK ROAD | COMMACK | NY | 11725 | NONE | 501(C)(3) | GENERAL SUPPORT | $250 | |
| NETWORK FOR GOOD | ||||||||
| 1140 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | GENERAL SUPPORT | $250 | 700 |
| NICOLE SCHIFFMAN FOUNDATION | ||||||||
| PO BOX 37 | BELLMORE | NY | 11710 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 | |
| PULMONARY FIBROSIS FOUNDATION | ||||||||
| 230 EAST OHIO STREET SUITE 500 | CHICAGO | IL | 60611 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 | |
| RILEY CHILDREN FOUNDATION | ||||||||
| 30 SOUTH MERIDIAN SUITE 200 | INDIANAPOLIS | IN | 46204 | NONE | 501(C)(3) | GENERAL SUPPORT | $250 | |
| STAND UP TO CANCER | ||||||||
| 6800 WEST JERICHO TURNPIKE SUITE | SYOSSET | NY | 11791 | NONE | 501(C)(3) | GENERAL SUPPORT | $100 | 200W |
| TEMPLE BETH TORAH | ||||||||
| 35 BAGATELLE ROAD | MELVILLE | NY | 11747 | NONE | 501(C)(3) | GENERAL SUPPORT | $500 | |
| THE ART THERAPY PROJECT | ||||||||
| 132 WEST 21ST STREET 6TH FLOOR | NEW YORK | NY | 10011 | NONE | 501(C)(3) | GENERAL SUPPORT | $128,146 | |
| THE GREENWOOD HOUSE INC | ||||||||
| 51 WATER STREET | EWING | NJ | 08628 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 | |
| THE LEND-A-HAND PROJECT | ||||||||
| 74 HAUPPAUGE ROAD | COMMACK | NY | 11725 | NONE | 501(C)(3) | GENERAL SUPPORT | $360 | |
| THE LUSTGARTEN FOUNDATION | ||||||||
| 415 CROSSWAY PARK DRIVE | WOODBURY | NY | 11797 | NONE | 501(C)(3) | GENERAL SUPPORT | $258 | |
| UCPA OF GREATER SUFFOLK | ||||||||
| 250 MARCUS BOULEVARD | HAUPPAGUE | NY | 11788 | NONE | 501(C)(3) | GENERAL SUPPORT | $100 | |
| ASPCA | ||||||||
| 424 EAST 92ND STREET | NEW YORK | NY | 10128 | NONE | 501(C)(3) | GENERAL SUPPORT | $150 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $174,989 | 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 | $30 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,602 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $32,030 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $43,662 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $43,662 | 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 | ACCOUNTING | CategoryTxt |
| Amt | $8,300 | Amt |
| Net Investment Income | $4,150 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,150 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS & ETF'S | StockNm |
| EOY Book Value | $594,876 | EOYBookValueAmt |
| EOYFMV | $577,579 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE SUPPLIES | $1,126 | $0 | $0 | $1,126 |
| LONG ISLAND IVF PROGRAM | $25,000 | $0 | $0 | $25,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $2 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCHANGE | Desc |
| BOY Book Value | $1,875 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $3,937 | Amt |
| Net Investment Income | $3,937 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NYS DEPARTMENT OF LAW | CategoryTxt |
| Amt | $100 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |