JAF FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JAF FOUNDATION (EIN 20-0510367)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2022-01-10
- IRS object ID
- 202230109349100978
- Schema version
- 2020v4.0
- 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
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-01-10T11:11:58-08:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2022-01-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JUERGEN A | PersonFirstNm |
| Person Last | FRIEDRICH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT J STREBEL CPA | PreparerPersonNm |
| PTIN | P00435213 | PTIN |
| Phone | 6312832370 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,789,957 | 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 | $120,293 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $119,058 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $155,179 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,379,428 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $155,179 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $275,472 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $274,237 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $25,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,825 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,825 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $104,954 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $104,954 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $15,824 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,918 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $11,906 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $10,000 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $10,000 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16,835 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $16,835 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $173,263 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $121,697 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $51,566 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $474,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $474,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $647,263 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $121,697 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $525,566 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$371,791 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $152,540 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $146,754 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $292,515 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $292,516 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $6,689 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,880 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,880 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $774,840 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $229,109 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $229,888 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,261,790 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,421,257 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,081,703 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,481,844 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,354,794 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,182,970 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $1,000 | OtherAssetsBOYAmt |
| Total Assets BOY | $10,672,917 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,300,555 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,789,957 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $6,149 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $7,000 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $1,422 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $7,571 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $10,665,346 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,665,346 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,293,555 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,672,917 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,300,555 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,665,346 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$371,791 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,293,555 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,293,555 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | P | 2010-01-01 | 2020-12-31 | $5,506,153 | $5,444,573 | $61,580 | $61,580 |
| Morgan Stanley | P | 2010-01-01 | 2020-12-31 | $3,873,275 | $3,779,676 | $93,599 | $93,599 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $155,179 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,120 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,120 | SubtotalAmt |
| Tax Based On Investment Income | $2,120 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,880 | OverpaymentAmt |
| Applied To ES Tax | $2,880 | 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 (3 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 | $0 |
| ANKE BECK-FRIEDRICH | ||||||
| PO BOX 1307 | SOUTHAMPTON | NY | 11969 | VP & TREASUR | 2.00 | $0 |
| THOMAS OPLINGER | ||||||
| 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 | $11,254,638 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $354,373 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,609,011 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $11,609,011 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $174,135 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,434,876 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $571,744 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $571,744 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,120 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,120 | TotalTaxAmt |
| Distributable Before Adj | $569,624 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $569,624 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $569,624 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $525,566 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $525,566 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $525,566 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $569,624 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $505,611 | UndistributedIncomePYAmt |
| Qualifying Distributions | $525,566 | QualifyingDistributionsAmt |
| Applied To Year1 | $505,611 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,955 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $549,669 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| INTERNATIONAL YACHT RESTORATION SCHOOL | |||||||
| 458 THAMES STREET | NEWPORT | RI | 02840 | N/A | Public | Scholarship Fund and Technical Equipment | $20,000 |
| BYRD HOFFMAN WATERMILL FOUNDATION | |||||||
| 55 Washington Street Gallery 216 | Brooklyn | NY | 11201 | NONE | Public | To support artists in the residency program | $45,000 |
| SOUTHAMPTON ROSE SOCIETY | |||||||
| PO Box 1022 | Southampton | NY | 11969 | NONE | PUBLIC | General Support | $500 |
| SOUTHAMPTON ARTS CENTER | |||||||
| 25 JOBS LANE | SOUTHAMPTON | NY | 11968 | NONE | PC | GENERAL SUPPORT. | $200,000 |
| 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 | $50,000 |
| SOUTH FORK NATURAL HISTORY MUSEUM | |||||||
| 377 BRIDGEHAMPTON SAG HARBOR TPKE | BRIDGEHAMPTON | NY | 11932 | NONE | PUBLIC | MUSEUM FOR CHILDREN AND ADULTS TO EXPLORE LOCAL WILDLIFE AND EDUCATIONAL PROGRAMS | $10,000 |
| SOUTHAMPTON VILLAGE | |||||||
| 23 MAIN ST | SOUTHAMPTON | NY | 11968 | NONE | PUBLIC | COMMUNITY WELLFARE | $3,500 |
| ICAHN SCHOOL OF MEDICINE | |||||||
| 1 GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | PUBLIC | TO ADVANCE THE ART AND SCIENCE OF MEDICAL CARE THROUGH AN ATMOSPHERE OF INTENSE COLLABORATIVE LEARNING, SOCIAL CONCERN, AND SCHOLARY INQUIRY. | $100,000 | |
| 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 | $10,000 |
| SOUTHAMPTON BATH TENNIS CLUB CHARIT | |||||||
| PO DRAWER 1208 | SOUTHAMPTON | NY | 11969 | TO HELP THE MOST DISADVANTAGED AND NEEDY MEMBERS OF THE LOCAL COMMUNITY. | $3,000 | ||
| Heart of The Hamptons | |||||||
| 168 Hill Street | Southampton | NY | 11968 | NONE | TO PURCHASE FOOD FOR THE PANTRY AND FOR THE LUNCH BOX KIDS PROGRAM. | $10,250 | |
| Southampton Hospital Foundation | |||||||
| 240 Meeting House Lane | Southampton | NY | 11968 | NONE | For Health and Wellness programs in Southampton Hospital. | $5,000 | |
| ARF Animal Rescue Fund of the Hampt | |||||||
| 124 Daniels Hole Rd East | Hampton | NY | 11937 | NONE | PUBLIC | Summer fund raising gala | $500 |
| Syracuse University College of Law | |||||||
| 950 Irving Ave Heerwage Ste 402 | Syracuse | NY | 13244 | NONE | Scholarhsip award matched by the College's Financial aid account | $10,000 | |
| The Opera Foundation | |||||||
| 712 5th Avenue 32 FL | New York | NY | 10019 | NONE | Fund perfomances | $5,000 | |
| CHRISTMAS DECOR COMMITTEE | |||||||
| 106 Prospect St | Southampton | NY | 11969 | NONE | General | $250 | |
| DANA FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | GENERAL | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $474,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $120,293 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $155,179 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $275,472 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $275,472 | 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 | $25,650 | Amt |
| Net Investment Income | $12,825 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $12,825 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE | Desc |
| Revenue And Expenses Per Books | $16,835 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $16,835 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ASSET ADVISORY FEES | CategoryTxt |
| Amt | $104,954 | Amt |
| Net Investment Income | $104,954 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $11,906 | $11,906 | |
| FOREIGN TAXES | $3,168 | $3,168 | |
| NYS CHAR | $750 | $750 |