YAFFA FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- YAFFA FOUNDATION INC (EIN 82-3804160)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-10-28
- IRS object ID
- 202523019349101302
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-28T13:44:55-05:00 | ReturnTs |
| Tax Period End | 2024-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 130436940 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANCHIN BLOCK & ANCHIN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3825 PGA BOULEVARD SUITE 207 | AddressLine1Txt |
| City | PALM BEACH GARDENS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33410 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 823804160 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YAFFA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YAFF | BusinessNameControlTxt |
| Phone | 2128403456 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 CEDAR CREST RD | AddressLine1Txt |
| City | SOUTHAMPTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11968 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN KING | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128403456 | PhoneNum |
| Signature | 2025-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA CLARK | PreparerPersonNm |
| PTIN | P00751207 | PTIN |
| Phone | 5612879500 | PhoneNum |
| Preparation | 2025-10-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,184,141 | 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 | $851,622 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,773 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,773 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,848 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,848 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $316,893 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,154,350 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $316,893 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,183,136 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $331,514 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,761 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,880 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,880 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,368 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,368 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $274 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $250 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $37 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $37 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,440 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,285 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,130 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,706,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,706,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,728,390 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,285 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,712,080 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$545,254 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $315,229 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $62,111 | CashBOYAmt |
| Cash EOY | $88 | CashEOYAmt |
| Cash EOYFMV | $88 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $217 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $54,097 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $54,097 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $69,789 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $48,555 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $49,512 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $856,831 | CorporateStockBOYAmt |
| Corporate Stock EOY | $480,418 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,080,444 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $139,464 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,128,412 | TotalAssetsBOYAmt |
| Total Assets EOY | $583,158 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,184,141 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,793,830 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,793,830 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$2,665,418 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$3,210,672 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,128,412 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $583,158 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,128,412 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $583,158 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,128,412 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$545,254 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $583,158 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $583,158 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DARLING INGREDIENTS DAR | P | 2023-04-05 | 2023-12-04 | $39,680 | $49,224 | -$9,544 | -$9,544 |
| KEYSIGHT TECH INC KEYS | P | 2023-03-08 | 2023-12-04 | $5,495 | $6,340 | -$845 | -$845 |
| KEYSIGHT TECH INC KEYS | P | 2023-03-08 | 2023-12-07 | $27,877 | $30,909 | -$3,032 | -$3,032 |
| VISA INC COM CL A | P | 2023-06-27 | 2024-05-29 | $19,728 | $16,644 | $3,084 | $3,084 |
| AMERICAN EXPRESS CO | P | 2018-08-15 | 2024-05-07 | $101,449 | $43,524 | $57,925 | $57,925 |
| MONDELEZ INTL INC CL | P | 2018-09-20 | 2024-05-07 | $126,762 | $78,986 | $47,776 | $47,776 |
| UBER TECHNOLOGIES IN | P | 2023-01-12 | 2024-05-07 | $80,372 | $32,867 | $47,505 | $47,505 |
| UBER TECHNOLOGIES IN | P | 2023-01-24 | 2024-05-07 | $68,089 | $29,021 | $39,068 | $39,068 |
| VISA INC COM CL A | P | 2018-08-27 | 2024-05-29 | $55,129 | $29,654 | $25,475 | $25,475 |
| ADOBE SYS INC COM | P | 2024-05-06 | 2024-08-05 | $20,740 | $20,260 | $480 | $480 |
| HEALTHEQUITY INC COM | P | 2024-05-20 | 2024-10-18 | $5,582 | $5,030 | $552 | $552 |
| HEALTHEQUITY INC COM | P | 2024-05-21 | 2024-10-18 | $17,356 | $15,884 | $1,472 | $1,472 |
| UNITED STATES TREAS | P | 2024-07-08 | 2024-10-18 | $49,195 | $49,195 | $0 | $0 |
| UNITED STATES TREAS | P | 2024-11-07 | 2024-07-08 | $49,137 | $49,137 | $0 | $0 |
| ADVANCED MICRO DEVIC | P | 2023-02-15 | 2024-11-05 | $37,528 | $22,211 | $15,317 | $15,317 |
| VERISIGN INC COM | P | 2023-03-01 | 2024-04-02 | $73,666 | $75,538 | -$1,872 | -$1,872 |
| 313 | P | 2023-01-01 | 2024-02-08 | $59,194 | $31,466 | $27,728 | $27,728 |
| MASTERCARD INC | P | 2023-01-01 | 2024-02-12 | $57,636 | $26,125 | $31,511 | $31,511 |
| SCHWAB TREASURY | P | 2023-01-01 | 2024-02-12 | $219 | $219 | $0 | $0 |
| MICROSOFT CORP | P | 2018-08-22 | 2024-01-02 | $55,291 | $15,971 | $39,320 | $39,320 |
| THE DOW CHEMICAL | P | 2022-08-02 | 2024-01-02 | $60,122 | $65,010 | -$4,888 | -$4,888 |
| THE GOLDMAN SACH | P | 2019-09-06 | 2024-01-02 | $74,840 | $74,453 | $387 | $387 |
| US TREASURY | P | 2022-07-12 | 2024-01-02 | $69,263 | $69,789 | -$526 | -$526 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $316,893 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,382 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,382 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,382 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $845 | 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 | $845 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,537 | TaxDueAmt |
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 | KATHLEEN KING | IndividualWithBooksNm |
| Phone | 2128403456 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 CEDAR CREST ROAD | AddressLine1Txt |
| City | SOUTHAMPTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11968 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| KATHLEEN KING | ||||||||
| 27 CEDAR CREST ROAD | SOUTHAMPTON | NY | 11968 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JUSTIN FRIEDMAN | ||||||||
| 2 NORTHSIDE PIERS 8A | BROOKLYN | NY | 11249 | 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 | $1,276,869 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $131,634 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $45 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,408,548 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,408,548 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,128 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,387,420 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $69,371 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $69,371 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,382 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,382 | TotalTaxAmt |
| Distributable Before Adj | $64,989 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $64,989 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $64,989 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,712,080 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,712,080 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $64,989 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $383,713 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $872,170 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,339,945 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,595,828 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,712,080 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $64,989 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,647,091 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,242,919 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,242,919 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $383,713 | ExcessFromYear3Amt |
| Excess From Year2 | $872,170 | ExcessFromYear2Amt |
| Excess From Year1 | $1,339,945 | ExcessFromYear1Amt |
| Excess From Current Year | $1,647,091 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KATHLEEN KING | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADVENTURE CYCLING ASSOCIATION | |||||||
| PO BOX 8308 | MISSOULA | MT | 59807 | NONE | PC | GENERAL PURPOSE | $1,000 |
| AKASHINGA | |||||||
| 100 N 18TH ST SUITE 300 | PHILADELPHIA | PA | 19123 | NONE | PC | GENERAL PURPOSE | $10,000 |
| ANIMAL RESCUE FUND OF THE HAMPTONS | |||||||
| 124 DANIELS HOLE RD 2616 | EAST HAMPTON | NY | 11937 | NONE | PC | GENERAL PURPOSE | $10,000 |
| BELLA ABZUG LEADERSHIP INSTITUTE | |||||||
| 1 BOND STREET 5A | NEW YORK | NY | 10012 | NONE | PC | GENERAL PURPOSE | $80,000 |
| BHCCRC | |||||||
| P O BOX 1197 | BRIDGEHAMPTON | NY | 11932 | NONE | PC | GENERAL PURPOSE | $10,000 |
| BPEACE | |||||||
| 1959 N PEACE HAVEN RD 314 | WINSTON | NC | 11932 | NONE | PC | GENERAL PURPOSE | $220,000 |
| CENTER FOR THERAPEUTIC RIDING OF THE EAST END | |||||||
| PO BOX 1148 | BRIDGEHAMPTON | NY | 11932 | NONE | PC | GENERAL PURPOSE | $10,000 |
| CHILDREN'S MUSEUM | |||||||
| 212 WEST 83RD STR | NEW YORK | NY | 10024 | NONE | PC | GENERAL PURPOSE | $10,000 |
| CITIZENS FOR HUMANTIY | |||||||
| 670 MONTAUK HWY 1448 | WATER MILL | NY | 11976 | NONE | PC | GENERAL PURPOSE | $5,000 |
| CLAY ART GUILD | |||||||
| PO BOX 564 | WATER MILL | NY | 11976 | NONE | PC | GENERAL PURPOSE | $1,000 |
| EAST END HOSPICE | |||||||
| 481 WESTHAMPTON-RIVERHEAD ROAD | WESTHAMPTON BEACH | NY | 11978 | NONE | PC | GENERAL PURPOSE | $10,000 |
| FLYING POINT FOUNDATION FOR AUTISM | |||||||
| 25 FARMSTEAD LANE | WATER MILL | NY | 11976 | NONE | PC | GENERAL PURPOSE | $5,000 |
| GIMME SHELTER ANIMAL RESCUE | |||||||
| PO BOX 578 | SAGAPONACK | NY | 11962 | NONE | PC | GENERAL PURPOSE | $5,000 |
| HAMPTON DOC FEST | |||||||
| BOX 915 | BRIDGEHAMPTON | NY | 11932 | NONE | PC | GENERAL PURPOSE | $10,000 |
| HAMPTONS COMMUNITY OUTREACH | |||||||
| PO BOX 838 | BRIDGEHAMPTON | NY | 11932 | NONE | PC | GENERAL PURPOSE | $1,000 |
| HETRICK-MARTIN INSTITUTE | |||||||
| 2 ASTOR PLACE FL 3 | NEW YORK | NY | 10003 | NONE | PC | GENERAL PURPOSE | $10,000 |
| I TRI | |||||||
| PO BOX 567 | EAST HAMPTON | NY | 11937 | NONE | PC | GENERAL PURPOSE | $100,000 |
| MAUREEN'S HAVEN | |||||||
| 28 LINCOLN ST | RIVERHEAD | NY | 11901 | NONE | PC | GENERAL PURPOSE | $10,000 |
| NEW YORK MARINE RESCUE CENTER | |||||||
| 467 E MAIN STREET | RIVERHEAD | NY | 11901 | NONE | PC | GENERAL PURPOSE | $10,000 |
| NORTH SEA FIRE DEPARTMENT | |||||||
| PO BOX 209 | WATER MILL | NY | 11976 | NONE | PC | GENERAL PURPOSE | $5,000 |
| OLA OF EASTERN LONG ISLAND | |||||||
| PO BOX 278 | SAGAPONACK | NY | 11962 | NONE | PC | GENERAL PURPOSE | $304,700 |
| PARRISH ART MUSEUM | |||||||
| 279 MONTAUK HWY | WATER MILL | NY | 11976 | NONE | PC | GENERAL PURPOSE | $10,000 |
| PAUL KOSTER MEMORIAL FUND | |||||||
| 35 ROBIN HOOD LANE | SOUTHAMPTON | NY | 11968 | NONE | PC | GENERAL PURPOSE | $1,000 |
| PECONIC COMMUNITY SCHOOL | |||||||
| PO BOX 273 | AQUEBOGUE | NY | 11931 | NONE | PC | GENERAL PURPOSE | $10,000 |
| PECONIC LAND TRUST INC | |||||||
| 296 HAMPTON ROAD | SOUTHAMPTON | NY | 11968 | NONE | PC | GENERAL PURPOSE | $283,750 |
| QUOGUE WILDFIRE REFUGE | |||||||
| 3 OLD COUNTRY ROAD PO BOX 492 | QUOGUE | NY | 11959 | NONE | PC | GENERAL PURPOSE | $2,500 |
| RETREAT INC | |||||||
| 13 GOODFRIEND DRIVE | EAST HAMPTON | NY | 11937 | NONE | PC | GENERAL PURPOSE | $57,000 |
| SOUTH FORK BAKERY FOR THE SPECIAL NEEDS LLC | |||||||
| 3333 NOYAC ROAD | SAG HARBOR | NY | 11963 | NONE | PC | GENERAL PURPOSE | $10,000 |
| SOUTHAMPTON ARTS CENTER | |||||||
| 25 JOBS LANE | SOUTHAMPTON | NY | 11968 | NONE | PC | GENERAL PURPOSE | $12,500 |
| SOUTHAMPTON FRESH AIR HOME | |||||||
| 36 BARKERS ISLAND ROAD | SOUTHAMPTON | NY | 11968 | NONE | PC | GENERAL PURPOSE | $10,000 |
| SOUTHAMPTON HISTORY MUSEUM | |||||||
| 17 MEETING HOUSE LANE | SOUTHAMPTON | NY | 11968 | NONE | PC | GENERAL PURPOSE | $10,000 |
| SOUTHHAMPTON ANIMAL FOUNDATION | |||||||
| 102 OLD RIVERHEAD RD W | HAMPTON BAYS | NY | 11946 | NONE | PC | GENERAL PURPOSE | $5,000 |
| SOUTHHAMPTON VOLUNTEER AMBULANCE | |||||||
| 1256 N SEA RD | SOUTHHAMPTON | NY | 11968 | NONE | PC | GENERAL PURPOSE | $1,000 |
| STONY BROOK FOUNDATION | |||||||
| 239 MONTAUK HWY | SOUTHAMPTON | NY | 10591 | NONE | PC | GENERAL PURPOSE | $50,000 |
| SUN RIVER HEALTH FOUNDATION | |||||||
| 330 MEETING HOUSE LANE | SOUTHHAMPTON | NY | 11968 | NONE | PC | GENERAL PURPOSE | $2,500 |
| SUNY COBLESKILL FOUNDATION | |||||||
| KNAPP HALL 211 | COBLESKILL | NY | 12043 | NONE | PC | GENERAL PURPOSE | $20,000 |
| THE ELLEN HERMANSON FOUNDATION | |||||||
| PO BOX 4098 | EAST HAMPTON | NY | 11937 | NONE | PC | GENERAL PURPOSE | $10,000 |
| THE WATERMILL MUSEUM | |||||||
| PO BOX 63 | WATER MILL | NY | 11976 | NONE | PC | GENERAL PURPOSE | $1,000 |
| VARIOUS ORGANIZATIONS - DETAILS PROVIDED UPON REQUEST | |||||||
| 27 CEDAR CREST RD | SOUTHAMPTON | NY | 11969 | NONE | PC | GENERAL PURPOSE | $353,000 |
| WORKING FOR WOMEN | |||||||
| PO BOX 1309 | KINGSTON | NY | 12402 | NONE | PC | GENERAL PURPOSE | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,706,950 | 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 | $2,773 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,848 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $316,893 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $331,514 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $331,514 | 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 Person | KATHLEEN KING | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 CEDAR CREST RD | AddressLine1Txt |
| City | SOUTHAMPTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11968 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $851,622 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING, CONSULTING & TAX PREPARATION FEES | CategoryTxt |
| Amt | $9,761 | Amt |
| Net Investment Income | $4,880 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,880 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON.COM INC | $138,759 | $207,890 |
| MICROSOFT CORP | $58,560 | $232,903 |
| ALPHABET INC CL C | $66,719 | $187,539 |
| APPLE INC | $29,098 | $166,131 |
| JPMORGAN CHASE & CO | $56,012 | $123,112 |
| INTUIT INC | $16,939 | $23,744 |
| APOLLO GLOBAL MGMT INC | $13,428 | $16,453 |
| CHIPOTLE MEXICAN GRILL INC | $11,009 | $11,197 |
| CROWDSTRIKE HLDGS INC CL | $18,858 | $27,678 |
| ICICI BK LTD | $19,100 | $20,499 |
| MSCI INC | $13,374 | $17,070 |
| SERVICENOW IN | $15,834 | $22,038 |
| TAIWAN SEMICONDUCTOR MFG | $22,728 | $24,190 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $48,555 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $49,512 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVICE FEE | Desc |
| Revenue And Expenses Per Books | $37 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $37 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEE | CategoryTxt |
| Amt | $11,368 | Amt |
| Net Investment Income | $11,368 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DEPARTMENT OF LAW (CHAR 500) | $250 | $0 | $250 |
| TAXES | $24 | $0 | $0 |
Comments