JAFFE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JAFFE FOUNDATION (EIN 06-1469004)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-05
- IRS object ID
- 201842489349100914
- Schema version
- 2017v2.3
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-05T13:24:25-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sayles & Evans | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One West Church Street | AddressLine1Txt |
| City | Elmira | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061469004 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jaffe Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARKET STREET TRUST COMPANY | InCareOfNm |
| Business Name Control | JAFF | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 E Market Street Ste 300 | AddressLine1Txt |
| City | Corning | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14830 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUGLAS JAFFE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6079626876 | PhoneNum |
| Signature | 2018-06-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVE AGAN | PreparerPersonNm |
| PTIN | P00545842 | PTIN |
| Phone | 6077342271 | PhoneNum |
| Preparation | 2018-08-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $6,519,371 | 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 | $2,239,550 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $87,983 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $87,983 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,264,620 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,848,915 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,264,620 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,592,153 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,352,603 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $11,294 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,294 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $31,555 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,555 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5,407 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,407 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $48,256 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,256 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,140,452 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $531,798 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,188,708 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,256 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $531,798 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,403,445 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,332,347 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,438,965 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $794,833 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $794,833 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,201 | CorporateStockBOYAmt |
| Corporate Stock EOY | $201,087 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $235,109 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,533,907 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,839,371 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,489,429 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,975,073 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,835,291 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,519,371 | TotalAssetsEOYFMVAmt |
| Grants Payable EOY | $1,608,654 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,608,654 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,975,073 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,226,637 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,975,073 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,226,637 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,975,073 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,835,291 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,975,073 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,403,445 | ExcessRevenueOverExpensesAmt |
| Other Increases | $378,019 | OtherIncreasesAmt |
| Subtotal | $5,756,537 | SubtotalAmt |
| Other Decreases | $1,529,900 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,226,637 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1335 SH AMERICAN FINANCIAL GROUP | D | 2016-05-10 | 2017-05-19 | $129,023 | $69,071 | $59,952 | $59,952 |
| 1435 SH E*TRADE FINANCIAL CORP | D | 2016-03-02 | 2017-04-17 | $48,371 | $31,382 | $16,989 | $16,989 |
| 750 SH FIRST HORIZON NATIONAL CORP | D | 2016-03-02 | 2017-04-17 | $13,358 | $9,259 | $4,099 | $4,099 |
| 1555 SH GCP APPLIED TECHNOLOGIES INC | D | 2016-03-02 | 2017-04-17 | $49,938 | $30,864 | $19,074 | $19,074 |
| 855 SH FLOW INTERNATIONAL CORP | D | 2016-03-02 | 2017-04-17 | $29,051 | $19,250 | $9,801 | $9,801 |
| 1000 SH ATHENAHEALTH, INC. | D | 2009-09-29 | 2017-12-18 | $135,741 | $38,823 | $96,918 | $96,918 |
| 2352 SH CELGENE CORP | P | 2009-10-08 | 2017-12-18 | $253,948 | $64,442 | $189,506 | $189,506 |
| 1442 SH F5 NETWORKS INC. | D | 2008-04-10 | 2017-05-16 | $188,894 | $27,622 | $161,272 | $161,272 |
| 2530 SH MICROCHIP TECHNOLOGY INC. | D | 2009-09-10 | 2017-06-02 | $205,993 | $54,789 | $151,204 | $151,204 |
| 1045 SH SIMON PPTY GROUP INC. | D | 2009-11-12 | 2017-05-19 | $160,710 | $67,428 | $93,282 | $93,282 |
| 10000 SH WHOLE FOODS MARKET, INC. | D | 2009-11-05 | 2017-05-16 | $365,965 | $91,950 | $274,015 | $274,015 |
| 2 SH YAHOO! | D | 2010-11-23 | 2017-04-17 | $94 | $32 | $62 | $62 |
| 1020 SH ROCHE HOLDINGS AG-GENUSSS | D | 2003-06-25 | 2017-12-19 | $252,998 | $79,383 | $173,615 | $173,615 |
| CAPITAL GAIN DIVIDENDS | P | $211 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,264,620 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $409,571 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,383,118 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.121063 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $338,884 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,777,069 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.089721 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $297,836 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,833,556 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.077692 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $332,223 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,127,952 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.106211 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $429,417 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,574,595 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.16679 | DistributionYr5Rt |
| Total Distribution | 0.561477 | TotalDistributionRt |
| Average Distribution | 0.112295 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,114,278 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $574,308 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,323 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $587,631 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $531,798 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $26,647 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $26,647 | SubtotalAmt |
| Tax Based On Investment Income | $26,647 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,113 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $23,113 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $111 | EsPenaltyAmt |
| Tax Due | $3,645 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKET STREET TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6079626876 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 E MARKET ST STE 300 | AddressLine1Txt |
| City | CORNING | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 M JAFFE | ||||||||
| 80 E Market Street Ste 300 | Corning | NY | 14830 | TREASURER | 1.0 | $0 | $0 | $0 |
| AMY D JAFFE | ||||||||
| 80 E Market Street Ste 300 | Corning | NY | 14830 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| DOUGLAS JAFFE | ||||||||
| 80 E Market Street Ste 300 | Corning | NY | 14830 | PRESIDENT, SECRETARY | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,785,264 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $406,896 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,192,160 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,192,160 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $77,882 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,114,278 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $255,714 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $255,714 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,647 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26,647 | TotalTaxAmt |
| Distributable Before Adj | $229,067 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $229,067 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $229,067 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $531,798 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $531,798 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $531,798 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $229,067 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $301,105 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $176,749 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $110,396 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $158,819 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $268,083 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,015,152 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $531,798 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $229,067 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $302,731 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,317,883 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $301,105 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,016,778 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $176,749 | ExcessFromYear4Amt |
| Excess From Year3 | $110,396 | ExcessFromYear3Amt |
| Excess From Year2 | $158,819 | ExcessFromYear2Amt |
| Excess From Year1 | $268,083 | ExcessFromYear1Amt |
| Excess From Current Year | $302,731 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID M JAFFE AMY JAFFE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CLARK UNIVERSITY | ||||||||
| 950 MAIN STREET | WORCESTER | MA | 01610 | NONE | PC | OFFICE OF MULTICULTURAL AND FIRST GENERATION STUDENT SUPPORT | $27,401 | |
| BENNINGTON COLLEGE | ||||||||
| ONE COLLEGE DRIVE | BENNINGTON | VT | 05201 | NONE | PC | SCHOLARSHIP | $150,461 | |
| BENNINGTON COLLEGE | ||||||||
| ONE COLLEGE DRIVE | BENNINGTON | VT | 05201 | NONE | PC | ENDOWMENT | $201,694 | |
| INTERNATIONAL FESTIVAL OF ARTS AND IDEAS | ||||||||
| 195 CHURCH STREET | NEW HAVEN | CT | 06510 | NONE | PC | CAPITAL FUND | $50,184 | 12TH FLOOR |
| CLARK UNIVERSITY | ||||||||
| 950 MAIN STREET | WORCESTER | MA | 01610 | NONE | PC | OFFICE OF MULTICULTURAL AND FIRST GENERATION SUPPORT | $86,963 | |
| LEAP INC | ||||||||
| 31 JEFFERSON STREET | NEW HAVEN | CT | 06511 | NONE | PC | GENERAL SUPPORT | $10,055 | |
| WNET | ||||||||
| 825 EIGHT AVENUE | NEW YORK | NY | 10019 | NONE | PC | TRUSTEE MATCHING CHALLENGE | $5,040 | 14TH FLOOR |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $531,798 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BENNINGTON COLLEGE | |||||||
| ONE COLLGE DRIVE | BENNINGTON | VT | 05201 | NONE | PC | SCHOLARSHIP, ENDOWMENT | $1,398,798 |
| CLARK UNIVERSITY | |||||||
| 950 MAIN STREET | WORCESTER | MA | 01610 | NONE | PC | OFFICE OF MULTICULTRUAL AND FIRST GENERATION STUDENT SUPPORT | $209,856 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,608,654 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $87,983 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,264,620 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,352,603 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,352,603 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 Person | DAVID M JAFFE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 E MARKET ST STE 300 | AddressLine1Txt |
| City | CORNING | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,239,550 | 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 | VARIOUS SEE ATTACHED | NoncashPropertyDesc |
| Fair Market Value | $2,239,551 | FairMarketValueAmt |
| Received | 2017-12-18 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDUCIARY TRUST COMPANY INT'L | $1,087 | $969 |
| APPLE, INC. | ||
| VANGUARD TOTAL ST FUND | $200,000 | $234,140 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MS GLOBAL ALERNATIVE FUND | $727,584 | $1,276,138 | $1,351,125 |
| MS GLOBAL CREDIT FUND | $160,041 | $273,523 | $267,733 |
| MS GLOBAL EQUITY FUND | $646,282 | $3,289,710 | $3,870,571 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| APPRECIATION ON CONTRIBUTED STOCK | $1,529,898 |
| ROUNDING | $2 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MISCELLANEOUS EXPENSES | $164 | $164 |
| FILING FEE | $64 | $64 |
| MS GLOBAL ALTERNATIVES FUND | $2,701 | $2,701 |
| MS GLOBAL CREDIT FUND | $507 | $507 |
| MS GLOBAL EQUITY FUND | $1,971 | $1,971 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc |
|---|
| FIDUCIARY TRUST COMPANY |
| PARTNERSHIP DISTRIBUTIONS |
| ENTERPRISE PRODUCTS PARTNERS K-1 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | APPRECIATION ON GRANTED STOCK | Desc |
| Amt | $378,019 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MARKET STREET TRUST COMPANY | CategoryTxt |
| Amt | $11,294 | Amt |
| Net Investment Income | $11,294 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID M JAFFE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 E MARKET ST STE 300 | AddressLine1Txt |
| City | CORNING | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14830 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAX PAYMENTS | $28,000 | |
| FORIEGN TAXES | ||
| MEADOWS SECURITIES COMPAN | $24 | $24 |
| MS GLOBAL ALT. FUND | $121 | $121 |
| MS GLOBAL EQUITY FUND | $3,410 | $3,410 |
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