BETA

YAFFA FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
YAFFA FOUNDATION INC (EIN 82-3804160)
Tax period
2024-12-01 to 2025-11-30
Filed
2026-04-05
IRS object ID
202630959349100103
Schema version
2024v5.5
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)
Return2026-04-05T06:56:17-05:00ReturnTs
Tax Period End2025-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN130436940PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANCHIN BLOCK & ANCHIN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13825 PGA BOULEVARD SUITE 207AddressLine1Txt
CityPALM BEACH GARDENSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33410ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN823804160EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1YAFFA FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlYAFFBusinessNameControlTxt
Phone2128403456PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line127 CEDAR CREST RDAddressLine1Txt
CitySOUTHAMPTONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11968ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATHLEEN KINGPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2128403456PhoneNum
Signature2026-04-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAURA CLARKPreparerPersonNm
PTINP00751207PTIN
Phone5612879500PhoneNum
Preparation2026-04-01PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,709,606FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,924,137ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$7,960InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7,960InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$8,335DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,335DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$150,627NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$381,247GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$150,627CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,091,059TotalRevAndExpnssAmt
Total Net Invst Incm$166,922TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,720AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,360AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$3,360AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$9,329OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$9,329OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,735TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$100TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$81OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$81OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$19,865TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,770TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,460TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,658,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,658,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,678,365TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,770TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,661,960TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$412,694ExcessRevenueOverExpensesAmt
Net Investment Income$154,152NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$88CashBOYAmt
Cash EOY$48CashEOYAmt
Cash EOYFMV$48CashEOYFMVAmt
Sav And Temp Cash Invst BOY$54,097SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$361,838SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$361,838SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$48,555USGovernmentObligationsBOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
Corporate Stock BOY$480,418CorporateStockBOYAmt
Corporate Stock EOY$535,098CorporateStockEOYAmt
Corporate Stock EOYFMV$1,242,789CorporateStockEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$98,868OtherInvestmentsEOYAmt
Other Investments EOYFMV$104,931OtherInvestmentsEOYFMVAmt
Total Assets BOY$583,158TotalAssetsBOYAmt
Total Assets EOY$995,852TotalAssetsEOYAmt
Total Assets EOYFMV$1,709,606TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$3,793,830CapitalStockBOYAmt
Capital Stock EOY$3,793,830CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$3,210,672RetainedEarningBOYAmt
Retained Earning EOY-$2,797,978RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$583,158TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$995,852TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$583,158TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$995,852TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$583,158TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$412,694ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$995,852SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$995,852TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
AMAZON COM INC. COMP2019-10-172025-06-23$79,096$35,916$43,180$43,180
APOLLO GLOBAL MGMT INC COMP2024-10-232025-11-19$11,744$13,428-$1,684-$1,684
APPLE INC COMP2019-02-012025-04-03$41,100$8,314$32,786$32,786
CHIPOTLE MEXICAN GRILL INC COMP2024-10-292025-06-06$9,617$11,009-$1,392-$1,392
INTUIT COMP2023-06-272025-04-08$20,842$16,939$3,903$3,903
MERCADOLIBRE INC COMP2025-05-272025-11-24$13,986$17,286-$3,300-$3,300
MICROSOFT CORP. COMP2018-08-222025-04-09$108,984$32,048$76,936$76,936
MSCI INC COMP2024-05-062025-03-12$15,267$13,373$1,894$1,894
PROGRESSIVE CORP. COMP2025-02-182025-10-20$14,930$17,918-$2,988-$2,988
SERVICENOW INC COMP2024-06-262025-11-25$17,126$15,834$1,292$1,292
UNITED STATES TREAS BILLSP2024-07-182025-02-20$48,555$48,555$0$0
FieldValueIRS element (for citing)
Capital Gain Net Income$150,627CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,143InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,143SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,143TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$111EsPenaltyAmt
Tax Due$2,254TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksKATHLEEN KINGIndividualWithBooksNm
Phone2128403456PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line127 CEDAR CREST ROADAddressLine1Txt
CitySOUTHAMPTONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11968ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KATHLEEN KING
27 CEDAR CREST ROADSOUTHAMPTONNY11968PRESIDENT1.00$0$0$0
JUSTIN FRIEDMAN
2 NORTHSIDE PIERS 8ABROOKLYNNY11249TREASURER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,070,726AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$441,857AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,512,583TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,512,583AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$22,689CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,489,894NetVlNoncharitableAssetsAmt
Minimum Investment Return$74,495MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$74,495MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,143TaxBasedOnInvestmentIncomeAmt
Total Tax$2,143TotalTaxAmt
Distributable Before Adj$72,352DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$72,352DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$72,352DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,661,960ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,661,960QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$72,352DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$383,713ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$872,170ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,339,945ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,647,091ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,242,919TotalExcessDistributionCyovAmt
Qualifying Distributions$1,661,960QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$72,352AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,589,608RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$5,832,527TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$5,832,527ExcessDistriCyovToNextYrAmt
Excess From Year4$383,713ExcessFromYear4Amt
Excess From Year3$872,170ExcessFromYear3Amt
Excess From Year2$1,339,945ExcessFromYear2Amt
Excess From Year1$1,647,091ExcessFromYear1Amt
Excess From Current Year$1,589,608ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerKATHLEEN KINGContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADVENTURE CYCLING ASSOCIATION
PO BOX 8308MISSOULAMT59807NONEPCGENERAL PURPOSE$1,000
AKASHINGA
100 N 18TH ST SUITE 300PHILADELPHIAPA19123NONEPCGENERAL PURPOSE$10,000
AMBER WAVES FARM
367 MAIN STAMAGANSETTNY11930NONEPCGENERAL PURPOSE$10,000
ANIMAL RESCUE FUND OF THE HAMPTONS
124 DANIELS HOLE RD 2616EAST HAMPTONNY11937NONEPCGENERAL PURPOSE$25,000
BAY STREET THEATER
1 LONG WHARFSAG HARBORNY11963NONEPCGENERAL PURPOSE$10,000
BELLA ABZUG LEADERSHIP INSTITUTE
1 BOND STREET 5ANEW YORKNY10012NONEPCGENERAL PURPOSE$80,000
BPEACE
1959 N PEACE HAVEN RD 314WINSTONNC27106NONEPCGENERAL PURPOSE$150,000
BRIDGEHAMPTON CHILDCARE & RECREATION CENTER
551 SAG HARBOR TPKEBRIDGEHAMPTONNY11932NONEPCGENERAL PURPOSE$10,000
CHILDREN'S MUSEUM
212 WEST 83RD STRNEW YORKNY10024NONEPCGENERAL PURPOSE$10,000
CITIZENS FOR HUMANITY
670 MONTAUK HWY 1448WATER MILLNY11976NONEPCGENERAL PURPOSE$10,000
EAST END FOOD
139 MAIN ROADRIVERHEADNY11901NONEPCGENERAL PURPOSE$10,000
EAST END HOSPICE
481 WESTHAMPTON-RIVERHEAD ROADWESTHAMPTON BEACHNY11978NONEPCGENERAL PURPOSE$10,000
FAMILY SERVICE LEAGUE
790 PARK AVENUEHUNTINGTONNY11740NONEPCGENERAL PURPOSE$20,000
FLYING POINT FOUNDATION FOR AUTISM
25 FARMSTEAD LANEWATER MILLNY11976NONEPCGENERAL PURPOSE$5,000
GIMME SHELTER ANIMAL RESCUE
PO BOX 578SAGAPONACKNY11962NONEPCGENERAL PURPOSE$5,000
HAMPTON DOC FEST
BOX 915BRIDGEHAMPTONNY11932NONEPCGENERAL PURPOSE$10,000
HAMPTONS COMMUNITY OUTREACH
PO BOX 838BRIDGEHAMPTONNY11932NONEPCGENERAL PURPOSE$13,500
HEART OF THE HAMPTON
44 MEETING HOUSE LANESOUTHAMPTONNY11968NONEPCGENERAL PURPOSE$75,000
HERO FUND AMERICA
2608 GENESEE STREETUTICANY13502NONEPCGENERAL PURPOSE$5,000
HETRICK-MARTIN INSTITUTE
2 ASTOR PLACE FL 3NEW YORKNY10003NONEPCGENERAL PURPOSE$10,000
I TRI
PO BOX 567EAST HAMPTONNY11937NONEPCGENERAL PURPOSE$400,000
MAKING HEADWAY FOUNDATION
115 KING STCHAPPAQUANY10514NONEPCGENERAL PURPOSE$500
MAUREEN'S HAVEN
28 LINCOLN STRIVERHEADNY11901NONEPCGENERAL PURPOSE$10,000
NEW YORK MARINE RESCUE CENTER
467 E MAIN STREETRIVERHEADNY11901NONEPCGENERAL PURPOSE$10,000
NORTH SEA FIRE DEPARTMENT
PO BOX 209WATER MILLNY11976NONEPCGENERAL PURPOSE$5,000
OLA OF EASTERN LONG ISLAND
PO BOX 278SAGAPONACKNY11962NONEPCGENERAL PURPOSE$18,500
PARRISH ART MUSEUM
279 MONTAUK HWYWATER MILLNY11976NONEPCGENERAL PURPOSE$10,000
PAUL KOSTER MEMORIAL FUND
35 ROBIN HOOD LANESOUTHAMPTONNY11968NONEPCGENERAL PURPOSE$1,000
PECONIC COMMUNITY SCHOOL
PO BOX 273AQUEBOGUENY11931NONEPCGENERAL PURPOSE$10,000
PECONIC LAND TRUST INC
296 HAMPTON ROADSOUTHAMPTONNY11968NONEPCGENERAL PURPOSE$262,000
POINTERRESCUEORGINC
160 FINELY RDBRIDGETONNJ08302NONEPCGENERAL PURPOSE$500
PROJECT MOST INC
811 SPRINGS FIREPLACE RDEAST HAMPTONNY11937NONEPCGENERAL PURPOSE$30,000
QUOGUE WILDFIRE REFUGE
3 OLD COUNTRY ROAD PO BOX 492QUOGUENY11959NONEPCGENERAL PURPOSE$2,500
ROGERS MEMORIAL LIBRARY
91 COOPERS FARM ROADSOUTHAMPTONNY11968NONEPCGENERAL PURPOSE$1,000
SAG HARBOR CINEMA ARTS CENTER
90 MAIN STSAG HARBORNY11963NONEPCGENERAL PURPOSE$20,000
SOUTH FORK BAKERY FOR THE SPECIAL NEEDS LLC
3333 NOYAC ROADSAG HARBORNY11963NONEPCGENERAL PURPOSE$100,000
SOUTHAMPTON AFRICAN AMERICAN MUSEUM
51 POND LANESOUTHAMPTONNY11968NONEPCGENERAL PURPOSE$1,000
SOUTHAMPTON ANIMAL FOUNDATION
102 OLD RIVERHEAD RD WHAMPTON BAYSNY11946NONEPCGENERAL PURPOSE$10,000
SOUTHAMPTON FRESH AIR HOME
36 BARKERS ISLAND ROADSOUTHAMPTONNY11968NONEPCGENERAL PURPOSE$10,000
SOUTHAMPTON VOLUNTEER AMBULANCE
1256 N SEA RDSOUTHHAMPTONNY11968NONEPCGENERAL PURPOSE$1,000
SOUTHHAMPTON ARTS CENTER
25 JOBS LANESOUTHAMPTONNY11968NONEPCGENERAL PURPOSE$12,500
STONY BROOK FOUNDATION
239 MONTAUK HWYSOUTHAMPTONNY10591NONEPCGENERAL PURPOSE$100,000
SUN RIVER HEALTH FOUNDATION
330 MEETING HOUSE LANESOUTHHAMPTONNY11968NONEPCGENERAL PURPOSE$2,500
SUNY COBLESKILL FOUNDATION
KNAPP HALL 211COBLESKILLNY12043NONEPCGENERAL PURPOSE$20,000
THE CHURCH
7602 N 59TH LANEGLENDALEAZ85301NONEPCGENERAL PURPOSE$35,000
THE ELLEN HERMANSON FOUNDATION
PO BOX 4098EAST HAMPTONNY11937NONEPCGENERAL PURPOSE$10,000
THE RETREAT
1221 WAYZATA BLVD EWAYZATAMN55391NONEPCGENERAL PURPOSE$60,000
THE WATER MILL VILLAGE
PO BOX 63WATER MILLNY11976NONEPCGENERAL PURPOSE$10,000
THE WATERMILL MUSEUM
PO BOX 63WATER MILLNY11976NONEPCGENERAL PURPOSE$1,000
WANDERING EYE STUDIO
307 FOSTER HILL RDMILFORDPA18337NONEPCGENERAL PURPOSE$5,000
WORKING FOR WOMEN
PO BOX 1309KINGSTONNY12402NONEPCGENERAL PURPOSE$10,000
WORLD CENTRAL KITCHEN
655 NEW YORK AVE NW FL 6WASHINGTONDC20001NONEPCGENERAL PURPOSE$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,658,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,960ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,335ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$150,627ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$166,922ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$166,922TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonKATHLEEN KINGContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line127 CEDAR CREST RDAddressLine1Txt
CitySOUTHAMPTONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11968ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,924,137TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING, CONSULTING & TAX PREPARATION FEESCategoryTxt
Amt$6,720Amt
Net Investment Income$3,360NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$3,360DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMAZON.COM INC$102,842$139,932
MICROSOFT CORP$26,512$122,510
ALPHABET INC CL C$66,718$352,132
APPLE INC$20,784$139,425
JPMORGAN CHASE & CO$56,012$154,348
CROWDSTRIKE HLDGS INC CL$18,858$40,733
ICICI BK LTD$19,100$20,955
TAIWAN SEMICONDUCTOR MFG$22,728$38,188
ABBVIE INC COM$26,334$25,958
BOOKING HLDGS INC COM$34,003$29,488
CHENIERE ENERGY INC COM NEW$19,270$17,094
GE VERNOVA INC COM$22,231$26,990
KINDER MORGAN INC DEL COM$26,170$25,435
LILLY ELI & CO COM$60,041$89,264
MICRON TECHNOLOGY INC COM$13,495$20,337

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ISHARES TR MSCI EAFE ETFAT COST$35,327$36,743
JANUS DETROIT STR TR JANUS HENDERSON AAA CLO ETFAT COST$18,538$18,567
SPDR GOLD TR GOLD SHSAT COST$18,251$22,885
SELECT SECTOR SPDR TR UTILSAT COST$26,752$26,736

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSERVICE FEEDesc
Revenue And Expenses Per Books$81RevenueAndExpensesPerBooksAmt
Net Investment Income$81NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEECategoryTxt
Amt$9,329Amt
Net Investment Income$9,329NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DEPARTMENT OF LAW (CHAR 500)$100$0$0$100
TAXES$98$0$0$0
OTHER TAXES$3,537$0$0$0

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