JAEGER FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
JAEGER FOUNDATION (EIN 23-7154491)
Tax period
2015-12-01 to 2016-11-30
Filed
2017-03-01
IRS object ID
201720609349100702
Schema version
2015v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-03-01T09:42:10-08:00ReturnTs
Tax Period End2016-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HMWC CPAs And Business AdvisorsBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line117501 East 17th Street Suite 100AddressLine1Txt
CityTustinCityNm
State AbbreviationCAStateAbbreviationCd
ZIP927807924ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237154491EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1IRWIN J JAEGER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlIRWIBusinessNameControlTxt
Phone3105531666PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 6946AddressLine1Txt
CityBEVERLY HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90212ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonIRWIN JAEGERPersonNm
Person TitlePresidentPersonTitleTxt
Signature2017-03-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCurtis E CampbellPreparerPersonNm
PTINP00285022PTIN
Phone7145059000PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,131,066FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$21,492DividendsRevAndExpnssAmt
Dividends Net Invst Incm$21,492DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$21,122NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$306,217GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$21,122CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$42,614TotalRevAndExpnssAmt
Total Net Invst Incm$42,614TotalNetInvstIncmAmt
Taxes Rev And Expnss$559TaxesRevAndExpnssAmt
Taxes Net Invst Incm$189TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$15OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$15OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$574TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$204TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$40,410ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$40,410ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$40,984TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$204TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$40,410TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,630ExcessRevenueOverExpensesAmt
Net Investment Income$42,410NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$352,165CashBOYAmt
Cash EOY$568,878CashEOYAmt
Cash EOYFMV$568,878CashEOYFMVAmt
Sav And Temp Cash Invst EOY$312SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$312SavAndTempCashInvstEOYFMVAmt
Mortgage Loans EOY$61,000MortgageLoansEOYAmt
Mortgage Loans EOYFMV$61,000MortgageLoansEOYFMVAmt
Other Investments BOY$478,067OtherInvestmentsBOYAmt
Other Investments EOY$201,672OtherInvestmentsEOYAmt
Other Investments EOYFMV$198,588OtherInvestmentsEOYFMVAmt
Other Assets BOY$302,288OtherAssetsBOYAmt
Other Assets EOY$302,288OtherAssetsEOYAmt
Other Assets EOYFMV$302,288OtherAssetsEOYFMVAmt
Total Assets BOY$1,132,520TotalAssetsBOYAmt
Total Assets EOY$1,134,150TotalAssetsEOYAmt
Total Assets EOYFMV$1,131,066TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$1,132,520RetainedEarningBOYAmt
Retained Earning EOY$1,134,150RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,132,520TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,134,150TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,132,520TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,134,150TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,132,520TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,630ExcessRevenueOverExpensesAmt
Subtotal$1,134,150SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,134,150TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP2015-01-012015-11-30$303,901$285,095$18,806$18,806
Capital Gain Dividends$2,316
FieldValueIRS element (for citing)
Capital Gain Net Income$21,122CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Net Vl Noncharitable Assets Yr1$741,136NetVlNoncharitableAssetsYr1Amt
Net Vl Noncharitable Assets Yr2$432,727NetVlNoncharitableAssetsYr2Amt
Adjusted Qlfy Distri Yr3$18,100AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$225,660NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.08021DistributionYr3Rt
Net Vl Noncharitable Assets Yr4$135,173NetVlNoncharitableAssetsYr4Amt
Net Vl Noncharitable Assets Yr5$34,989NetVlNoncharitableAssetsYr5Amt
Total Distribution0.080209TotalDistributionRt
Average Distribution0.016042AverageDistributionRt
Net Vl Noncharitable Assets$858,052NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$13,765AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$424NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$14,189AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$40,410QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$424InvestmentIncomeExciseTaxAmt
Subtotal$424SubtotalAmt
Tax Based On Investment Income$424TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$185EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$185TotalPaymentsAndCreditsAmt
Tax Due$239TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1IRWIN J JAEGERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3105531666PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1223 BEVERLY DR SUITE 204AddressLine1Txt
CityBEVERLY HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90212ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
IRWIN JAEGER
PO BOX 6946BEVERLY HILLSCA90212President0.00$0
PATRICIA JAEGER
PO BOX 6946BEVERLY HILLSCA90212Trustee0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$350,051AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$460,068AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$61,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$871,119TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$871,119AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,067CashDeemedCharitableAmt
Net Vl Noncharitable Assets$858,052NetVlNoncharitableAssetsAmt
Minimum Investment Return$42,903MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$42,903MinimumInvestmentReturnAmt
Tax Based On Investment Income$424TaxBasedOnInvestmentIncomeAmt
Total Tax$424TotalTaxAmt
Distributable Before Adj$42,479DistributableBeforeAdjAmt
Distributable Before Ded$42,479DistributableBeforeDedAmt
Distributable As Adjusted$42,479DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$40,410ExpensesAndContributionsAmt
Qualifying Distributions$40,410QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$424PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$39,986AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$42,479DistributableAsAdjustedAmt
Undistributed Income PY$33,131UndistributedIncomePYAmt
Qualifying Distributions$40,410QualifyingDistributionsAmt
Applied To Year1$33,131AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,279AppliedToCurrentYearAmt
Undistributed Income CY$35,200UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerIRWIN JAEGERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
INNER-CITY ARTS
720 KOHLER STREETLOS ANGELESCA90012N/APCGENERAL SUPPORT$5,000
COMMUNITY PARTNERS
1000 N ALAMEDA STREETLOS ANGELESCA90012N/APCGENERAL SUPPORT$5,000
COMMUNITY PARTNERS-LA BIOMED
1000 N ALAMEDA STREET SUITE 240LOS ANGELESCA90012N/APCGENERAL SUPPORT$500
THE ARTREE
PO BOX 220801NEWHALLCA91322N/APCGENERAL SUPPORT$2,500
CITY OF HOPE-FIREFLIES WEST SF TO L
1500 EAST DUARTE RDLOS ANGELESCA90057N/APCGENERAL SUPPORT$250
ARTWORXLA
1930 WILSHIRE BLVD SUITE 800LOS ANGELESCA90057N/APCGENERAL SUPPORT$250
SINAI TEMPLE
1040 WILSHIRE BLVDLOS ANGELESCA90024N/APCGENERAL SUPPORT$6,910
EXECUTIVE SERVICE CORPS SOUTHERN CA
1000 N ALAMEDA ST SUITE 330LOS ANGELESCA90012N/APCGENERAL SUPPORT$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$40,410TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21,492ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$21,122ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$42,614ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$42,614TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MARKETABLE SECURITIESAT COST$201,672$198,588
GOVERNMENT BONDSAT COST

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (4 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CHINESE BRONZES @ LA MUSEUM$259,896$259,896$259,896
CHINESE CEREMICS @ LA MUSEUM$2,288$2,288$2,288
HAN DYANSTY @ LA MUSEUM$20,000$20,000$20,000
JADE CARVINGS @ LA MUSEUM$20,104$20,104$20,104

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Revenue And Expenses Per Books$15RevenueAndExpensesPerBooksAmt
Net Investment Income$15NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FILING FEES$179$179
FRANCHISE TAX BOARD$10$10
IRS$370

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