JAF FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JAF FOUNDATION (EIN 20-0510367)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-20
- IRS object ID
- 202022029349100452
- Schema version
- 2019v5.0
- 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 Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-20T07:58:35-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | PO BOX 1307 | AddressLine1Txt |
| City | SOUTHAMPTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 119691307 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 | 2020-07-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
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 | 2019 | 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 | $11,901,347 | 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 | $286,777 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $351,160 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $254,144 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,597,606 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $254,144 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $540,921 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $605,304 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $17,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,725 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,725 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $102,048 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $102,048 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,844 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,233 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $9,900 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $9,900 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,705 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $11,705 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $147,947 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $117,006 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $30,330 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $491,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $491,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $639,697 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $117,006 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $522,080 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$98,776 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $488,298 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $243,193 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $146,754 | SavAndTempCashInvstEOYAmt |
| Prepaid Expenses BOY | $5,000 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $6,689 | PrepaidExpensesEOYAmt |
| US Government Obligations BOY | $629,042 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $774,840 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $788,077 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,223,328 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,261,790 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,857,604 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,695,256 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,481,844 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,255,666 | CorporateBondsEOYFMVAmt |
| Other Assets EOY | $1,000 | OtherAssetsEOYAmt |
| Total Assets BOY | $10,795,819 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,672,917 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,901,347 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $23,071 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $6,149 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $8,626 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,422 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $31,697 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,571 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $10,764,122 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,764,122 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,665,346 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,795,819 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,672,917 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,764,122 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$98,776 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,665,346 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,665,346 | 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 | 2012-01-01 | 2019-12-31 | $2,510,626 | $2,467,551 | $43,075 | $43,075 |
| MORGAN STANLEY | P | 2012-01-01 | 2019-12-31 | $3,086,980 | $2,875,911 | $211,069 | $211,069 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $254,144 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $609,746 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,437,000 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05331 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $543,190 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,236,612 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04834 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $553,939 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,496,928 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05277 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $585,236 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,711,511 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04997 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $496,732 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,131,763 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04095 | DistributionYr5Rt |
| Total Distribution | 0.245342 | TotalDistributionRt |
| Average Distribution | 0.049068 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,218,014 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $550,446 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,883 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $555,329 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $522,080 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,766 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,766 | SubtotalAmt |
| Tax Based On Investment Income | $9,766 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,669 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,669 | TotalPaymentsAndCreditsAmt |
| Tax Due | $3,097 | TaxDueAmt |
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 | $11,140,525 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $248,322 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,388,847 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $11,388,847 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $170,833 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,218,014 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $560,901 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $560,901 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,766 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,766 | TotalTaxAmt |
| Distributable Before Adj | $551,135 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $551,135 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $551,135 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $522,080 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $522,080 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $522,080 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $551,135 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $476,556 | UndistributedIncomePYAmt |
| Qualifying Distributions | $522,080 | QualifyingDistributionsAmt |
| Applied To Year1 | $476,556 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $45,524 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $505,611 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 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 | $35,000 |
| BYRD HOFFMAN WATERMILL FOUNDATION | |||||||
| 55 Washington Street Gallery 216 | Brooklyn | NY | 11201 | NONE | Public | To support artists in the residency program | $251,800 |
| GABRIELLES ANGELS FOUNDATION | |||||||
| 136 East 57th Street Suite 1704 | NEW YORK | NY | 10022 | NONE | PUBLIC | CANCER RESEARCH | $6,750 |
| SOUTHAMPTON ARTS CENTER | |||||||
| 25 JOBS LANE | SOUTHAMPTON | NY | 11968 | NONE | PC | GENERAL SUPPORT. | $96,000 |
| 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 | $40,000 |
| SOUTHAMPTON VILLAGE-4TH OF JULY PARADE | |||||||
| 23 MAIN ST | SOUTHAMPTON | NY | 11968 | NONE | PUBLIC | COMMUNITY WELLFARE | $200 |
| 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 | $1,500 |
| SAG HARBOR PARTNERSHIP | |||||||
| PO BOX 182 | SAG HARBOR | NY | 11963 | NONE | FOR THE ACQUISITION, REBUILDING AND RENOVATION OF THE CINEMA DESTROYED IN FIRE. | $1,500 | |
| SOUTHAMPTON BATH TENNIS CLUB CHARIT | |||||||
| PO DRAWER 1208 | SOUTHAMPTON | NY | 11969 | TO HELP THE MOST DISADVANTAGED AND NEEDY MEMBERS OF THE LOCAL COMMUNITY. | $1,500 | ||
| Heart of The Hamptons | |||||||
| 168 Hill Street | Southampton | NY | 11968 | NONE | TO PURCHASE FOOD FOR THE PANTRY AND FOR THE LUNCH BOX KIDS PROGRAM. | $4,000 | |
| ARF Animal Rescue Fund of the Hampt | |||||||
| 124 Daniels Hole Rd East | Hampton | NY | 11937 | NONE | PUBLIC | Summer fund raising gala | $12,500 |
| 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 | |
| Fighting Chance | |||||||
| 34 Bay Street | Sag Harbor | NY | 11963 | NONE | General donation | $10,000 | |
| Sag Harbor Cinema | |||||||
| PO Box 152 | Sag Harbor | NY | 11963 | NONE | Restoration of the Cinema | $6,000 | |
| The Opera Foundation | |||||||
| 712 5th Avenue 32 FL | New York | NY | 10019 | NONE | Fund perfomances | $10,000 | |
| Tompkina Conservations | |||||||
| 142 W57th ST | New York | NY | 10019 | NONE | Support the conservation | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $491,750 | 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 | $286,777 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $254,144 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $540,921 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $540,921 | 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 | $17,450 | Amt |
| Net Investment Income | $8,725 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,725 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM MS | Desc |
| EOY Book Value | $1,000 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE | Desc |
| Revenue And Expenses Per Books | $11,705 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $11,705 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNsettled Trade | Desc |
| BOY Book Value | $8,626 | BOYBookValueAmt |
| EOY Book Value | $1,422 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ASSET ADVISORY FEES | CategoryTxt |
| Amt | $102,048 | Amt |
| Net Investment Income | $102,048 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAXES | $611 | |
| FOREIGN TAXES | $5,483 | $5,483 |
| NYS CHAR | $750 | $750 |