JAF FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JAF FOUNDATION (EIN 20-0510367)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202403199349102715
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T09:22:29-08:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112883699 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SABEL & OPLINGER CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 Prospect St | AddressLine1Txt |
| City | Southampton | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11968 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200510367 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAF FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAFF | BusinessNameControlTxt |
| Phone | 6312875005 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1307 | AddressLine1Txt |
| City | SOUTHAMPTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11969 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUERGEN A FRIEDRICH | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT J STREBEL CPA | PreparerPersonNm |
| PTIN | P00435213 | PTIN |
| Phone | 6312832370 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,712,269 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $237,093 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $238,027 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $237,093 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $256,947 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,053,938 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $263,856 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $494,040 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $501,883 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $237,093 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $111,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $55,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $55,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $125,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $62,500 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $62,500 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,239 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $619 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $620 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,064 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,032 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,032 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $77,773 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $77,773 | OtherProfFeesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $26,537 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $10,685 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,217 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,467 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $376,298 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $213,641 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $136,119 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $487,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $487,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $863,798 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $213,641 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $623,619 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$369,758 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $288,242 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $237,093 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $197,194 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $140,179 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $140,179 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOYFMV | $19,715 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $42,740 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $6,965,619 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,819,677 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,662,929 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,078,615 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,945,974 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,889,446 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $11,135 | OtherAssetsBOYAmt |
| Other Assets EOY | $19,715 | OtherAssetsEOYAmt |
| Total Assets BOY | $9,295,303 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,925,545 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,712,269 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $250 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $250 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $250 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $250 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $9,295,053 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $8,925,295 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,295,053 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,925,295 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,295,303 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,925,545 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,295,053 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$369,758 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,925,295 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,925,295 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY ST | P | 2023-01-01 | 2023-12-30 | $2,574,960 | $2,594,044 | -$19,084 | -$19,084 |
| MORGAN STANLEY LT | P | 2020-01-01 | 2023-12-31 | $2,478,978 | $2,202,947 | $276,031 | $276,031 |
| Wash Sale | $6,909 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $263,856 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$12,175 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,007 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,007 | SubtotalAmt |
| Tax Based On Investment Income | $4,007 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $4 | EsPenaltyAmt |
| Tax Due | $4,011 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SABEL & OPLINGER CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6312832370 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 PROSPECT STREET | AddressLine1Txt |
| City | SOUTHAMPTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11968 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JUERGEN A FRIEDRICH | ||||||
| PO BOX 1307 | SOUTHAMPTON | NY | 11969 | PRESIDENT | 3.00 | $111,000 |
| ANKE BECK-FRIEDRICH | ||||||
| PO BOX 1307 | SOUTHAMPTON | NY | 11969 | VP & TREASUR | 2.00 | $75,000 |
| MAX FRIEDRICH | ||||||
| PO BOX 1307 | SOUTHAMPTON | NY | 11969 | Trustee | 1.00 | $50,000 |
| HOLGER HAHN | ||||||
| PO BOX 1307 | SOUTHAMPTON | NY | 11969 | Treasurer | 3.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,706,112 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $179,427 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,885,539 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $8,885,539 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $133,283 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,752,256 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $437,613 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $437,613 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,007 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,007 | TotalTaxAmt |
| Distributable Before Adj | $433,606 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $433,606 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $433,606 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $623,619 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $623,619 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $433,606 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $360,599 | UndistributedIncomePYAmt |
| Qualifying Distributions | $623,619 | QualifyingDistributionsAmt |
| Applied To Year1 | $360,599 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $263,020 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $170,586 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BYRD HOFFMAN WATERMILL FOUNDATION | ||||||||||||
| 55 Washington Street Gallery 216 | Brooklyn | NY | 11201 | NONE | Public | residency program | $25,000 | |||||
| SOUTHAMPTON ROSE SOCIETY | ||||||||||||
| PO Box 1022 | Southampton | NY | 11969 | NONE | PUBLIC | UNRESTIRCTED | $2,500 | |||||
| GABRIELLES ANGELS FOUNDATION | ||||||||||||
| 136 East 57th Street Suite 1704 | NEW YORK | NY | 10022 | NONE | PUBLIC | CANCER RESEARCH | $25,000 | |||||
| SOUTHAMPTON ARTS CENTER | ||||||||||||
| 25 JOBS LANE | SOUTHAMPTON | NY | 11968 | NONE | PC | UNRESTRICTED | $2,500 | |||||
| ANIMAL RESCUE FUND OF THE HAMPTONS INC | ||||||||||||
| PO BOX 901 | WAINSCOTT | NY | 11975 | NONE | Public | In Support Of Humane Treatment of Animals | $2,500 | |||||
| PESTALOZZI US CHILDRENS CHARITY INC | ||||||||||||
| 164 E 81ST C/O S WEIKSNER | NEW YORK | NY | 10028 | NONE | PUBLIC | PROMOTE THE WELFARE AND EDUCATION OF CHILDREN | $42,500 | |||||
| SOUTH FORK NATURAL HISTORY MUSEUM | ||||||||||||
| 377 BRIDGEHAMPTON SAG HARBOR TPKE | BRIDGEHAMPTON | NY | 11932 | NONE | PUBLIC | UNRESTRICTED | $105,000 | |||||
| NEW YORK YACHT CLUB FOUNDATION | ||||||||||||
| 37 WEST 44TH STREET | NEW YORK | NY | 10036 | N/A | PUBLIC | FOR THE PRESERVATION OF THE CLUBS HISTORIC BUILDING IN NEW YORK AND NEWPORT AND TO FOSTER APPRECIATION FOR THE WORKS OF ACHITECTS ASSOCIATED WITH THESE PROPERTIES | $5,000 | |||||
| FIGHTING CHANCE | ||||||||||||
| 34 BAY STREET SUITE 201 | SAG HARBOR | NY | 11963 | NONE | TO HELP PEOPLE DIAGNOSED WITH CANCER TO DEAL WITH THE NEGATIVE PSYCHOLOGICAL EFFECTS SUCH AS HYPER-ANXIETY, DEPRESSION, INSECURITY AND SLEEEPLESSNESS. | $2,500 | ||||||
| Heart of The Hamptons | ||||||||||||
| 168 Hill Street | Southampton | NY | 11968 | NONE | PUBLIC | TO PURCHASE FOOD FOR THE PANTRY AND FOR THE LUNCH BOX KIDS PROGRAM. | $2,500 | |||||
| Southampton Hospital Foundation | ||||||||||||
| 240 Meeting House Lane | Southampton | NY | 11968 | NONE | For Health and Wellness programs in Southampton Hospital. | $2,500 | ||||||
| Syracuse University College of Law | ||||||||||||
| 640 SKYTOP RD STE 240 | Syracuse | NY | 13244 | NONE | PUBLIC | SCHOLARSHIP AND FINANCIAL AID | $10,000 | |||||
| The Opera Foundation | ||||||||||||
| 712 5th Avenue 32 FL | New York | NY | 10019 | NONE | PRIVATE | Fund perfomances | $5,000 | |||||
| CHRISTMAS DECOR COMMITTEE | ||||||||||||
| 106 Prospect St | Southampton | NY | 11969 | NONE | PUBLIC | UNRESTRICTED | $2,500 | |||||
| SAG HARBOR VOLUNTEER AMBULANCE | ||||||||||||
| 16C COLUMBIA STREET | SAG HARBOR | NY | 11963 | NONE | PUBLIC | UNRESTRICTED | $2,500 | |||||
| IYRS SCHOOL OF TEHNOLOGY AND TRADES | ||||||||||||
| 449 THAMES ST | NEWPORT | RI | 02840 | NONE | PRIVATE | UNRECTRICTED | $2,500 | |||||
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | ||||||||||||
| ONE GUTAVE L LEVY PLACE PO BOX 1049 | NEW YORK | NY | 10029 | NONE | PRIVATE | RENOVATION AND EXPANSION OF CLINIC | $200,000 | |||||
| SAG HARBOR FIRE DEPARTMENT | ||||||||||||
| PO BOX 209 | SAG HARBOR | NY | 11963 | NONE | PRIVATE | UNRESTRICTED | $2,500 | |||||
| SAG HARBOR PARTNERSHIP | ||||||||||||
| PO BOX 182 | SAG HARBOR | NY | 11963 | NONE | PUBLIC | ANNUAL APPEAL | $2,500 | |||||
| ETH FOUNDATION | ||||||||||||
| NONE | NC | TEACHING AND RESEARCH IN ORDER TO BOOST SWITZERLAND'S INNOVATIVE STRENGHT AND HELP DELIVER SOLUTIONS TO MAJOR CHALLANGES | $25,000 | WEINBERGSTRASSE 29 | ZURICH | ZURICH | SZ | 8006 | ||||
| UNCOMMONORG | ||||||||||||
| PO BOX 2281 | AMAGANSETT | NY | 11930 | NONE | PRIVATE | TO HELP UNEMPLOYED YOUNG ADULTS FROM LOW INCOME COMMUNITIES LAUNCH THEIR CAREERS IN THE TECHNOLOGY INDUSTRY IN AFRICA | $15,000 | |||||
| SAG HARBOR VILLAGE POLICE | ||||||||||||
| PO BOX 1293 | SAG HARBOR | NY | 11963 | NONE | PUBLIC | UNRESTRICTED | $2,500 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $487,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $237,093 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $256,947 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $494,040 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $494,040 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $24,064 | Amt |
| Net Investment Income | $12,032 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $12,032 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MORGAN STANLEY BONDS | BondNm |
| EOY Book Value | $1,945,974 | EOYBookValueAmt |
| EOYFMV | $1,889,446 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY STOCKS | StockNm |
| EOY Book Value | $6,819,677 | EOYBookValueAmt |
| EOYFMV | $8,662,929 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $1,239 | LegalFeesAmt |
| Net Investment Income | $619 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $620 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY Book Value | $11,135 | BOYBookValueAmt |
| EOY Book Value | $19,715 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| NYS DEPARTMENT OF LAW | $250 | $250 | |
| OFFICE | $10,435 | $5,217 | $5,217 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ASSET ADVISORY FEES | CategoryTxt |
| Amt | $77,773 | Amt |
| Net Investment Income | $77,773 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |