JAF FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JAF FOUNDATION (EIN 20-0510367)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-06-01
- IRS object ID
- 201841529349100409
- Schema version
- 2017v2.2
- 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 | 2018-06-01T10:37:46-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-06-01 | 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 | 2017 | 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 | $11,736,156 | 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 | $351,057 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $364,144 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $355,298 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $82,521 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,565,579 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $91,428 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $30,710 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $433,578 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $455,572 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $386,008 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $20,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,050 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,050 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $88,317 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $88,317 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $10,101 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,231 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $6,250 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $6,250 | TravConfMeetingNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $155 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,942 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $155 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $124,923 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $127,790 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,205 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $532,985 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $532,985 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $657,908 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $127,790 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $543,190 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$224,330 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $327,782 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $386,008 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $499,521 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $218,657 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $218,657 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $663,125 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $785,606 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $790,153 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,818,684 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,025,361 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,079,143 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,518,736 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,242,712 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,648,203 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $11,500,066 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,272,336 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,736,156 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,458 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,058 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $4,458 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,058 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $11,495,608 | UnrestrictedBOYAmt |
| Unrestricted EOY | $11,271,278 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,495,608 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,271,278 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,500,066 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,272,336 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,495,608 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$224,330 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,271,278 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,271,278 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $91,428 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $30,710 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $553,939 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,496,928 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05277 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $585,236 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,711,511 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04997 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $496,732 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,131,763 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04095 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $543,676 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,010,048 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04527 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $622,573 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,159,091 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05579 | DistributionYr5Rt |
| Total Distribution | 0.244747 | TotalDistributionRt |
| Average Distribution | 0.048949 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,236,612 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $550,021 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,278 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $553,299 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $543,190 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,556 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,556 | SubtotalAmt |
| Tax Based On Investment Income | $6,556 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $8,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,444 | OverpaymentAmt |
| Applied To ES Tax | $1,444 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 | $10,935,225 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $472,503 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,407,728 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $11,407,728 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $171,116 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,236,612 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $561,831 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $561,831 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,556 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,556 | TotalTaxAmt |
| Distributable Before Adj | $555,275 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $555,275 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $555,275 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $543,190 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $543,190 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $543,190 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $555,275 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $505,677 | UndistributedIncomePYAmt |
| Qualifying Distributions | $543,190 | QualifyingDistributionsAmt |
| Applied To Year1 | $505,677 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $37,513 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $517,762 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 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 | $2,500 |
| BYRD HOFFMAN WATERMILL FOUNDATION | |||||||
| 55 Washington Street Gallery 216 | Brooklyn | NY | 11201 | NONE | Public | To support artists in the residency program | $339,050 |
| GABRIELLES ANGELS FOUNDATION | |||||||
| 136 East 57th Street Suite 1704 | NEW YORK | NY | 10022 | NONE | PUBLIC | CANCER RESEARCH | $2,500 |
| THE ROSS SCHOOL | |||||||
| 18 GOODFRIEND DRIVE | EAST HAMPTON | NY | 11937 | NONE | PUBLIC | STEVEN J. ROSS SCHOLARSHIP FUND | $25,000 |
| SOUTHAMPTON ARTS CENTER | |||||||
| 25 JOBS LANE | SOUTHAMPTON | NY | 11968 | NONE | PC | GENERAL SUPPORT. | $46,438 |
| ANIMAL RESCUE FUND OF THE HAMPTONS INC | |||||||
| PO BOX 901 | WAINSCOTT | NY | 11975 | NONE | Public | In Support Of Humane Treatment of Animals | $5,000 |
| 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 | $32,000 |
| LOMA LINDA DOUBLE HELIX | |||||||
| LOMA LINDA UNIVERSITY | LOMA LINDA | CA | 92350 | N/A | PUBLIC | TO CONTINUE THE TEACHING AND HEALING MINISTRY OF JESUS CHRIST. TRANSFORMING LIVES THROUGH EDUCATION, HEALTHCARE AND RESEARCH. | $2,247 |
| SAIL NEWPORT | |||||||
| 60 FORT ADAMS DRIVE | NEWPORT | RI | 02840 | N/A | PC | TO PROMOTE AFFORDABLE PUBLIC SAILING INSTRUCTION AND TO CREATE OPPORTUNITIES TO ATTRACT NEW SAILORS TO THE SPORT OF SAILING | $1,000 |
| 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 | $1,000 |
| THE OPERA FOUNDATION | |||||||
| 712 FIFTH AVENUE 32ND FLOOR | NEW YORK | NY | 10019 | N/A | PUBLIC | PROFESSIONAL SCHOLSHIPS AND STUDY GRANTS SUPPORTING YOUNG AMERICAN SINGERS. | $500 |
| DAVID BROWER CENTER | |||||||
| 2150ALLSTON WAY SUITE 100 | BERKELEY | CA | 94704 | N/A | FOR THE CONTINUED EFFORT TO ENHANCE THE ENVIRONMENTAL MOVEMENT BY ADVOCATING FOR THE BEAUTY, DIVERSITY AND ECOLOGICAL INTERGITY OF THE EARTH. | $50,000 | |
| 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. | $5,000 | |
| OCEANA | |||||||
| 1350 CONNECTICUT AVENUE NW 5TH FL | WASHINGTON | DC | 20036 | NONE | TO HELP PROTECT AND RESTORE THE OCEANS ON A GLOBAL SCALE | $5,000 | |
| SAG HARBOR PARTNERSHIP | |||||||
| PO BOX 182 | SAG HARBOR | NY | 11963 | NONE | FOR THE ACQUISITION, REBUILDING AND RENOVATION OF THE CINEMA DESTROYED IN FIRE. | $5,000 | |
| SOUTHAMPTON BATH TENNIS CLUB CHARIT | |||||||
| PO DRAWER 1208 | SOUTHAMPTON | NY | 11969 | TO HELP THE MOST DISADVANTAGED AND NEEDY MEMBERS OF THE LOCAL COMMUNITY. | $750 | ||
| SOUTHAMPTON SOCCER CLUB | |||||||
| 45 MAIN STREET | SOUTHAMPTON | NY | 11968 | NONE | PURCHASE OF NEW GOAL POSTS AT THE LOCAL FIELDS | $5,000 | |
| SOUTHAMPTON YOUTH SERVICES | |||||||
| 1370A MAJORS PATH | SOUTHAMPTON | NY | 11968 | NONE | FOR GENERAL PURPOSES OF THE PROGRAMS DESIGNED FOR LOCAL FAMILIES TO PROVIDE A SAFE AND AFFORDABLE PLACE TO PLAY, DREAM, GROW AND LEARN | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $532,985 | 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 | $351,057 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $82,521 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $433,578 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $433,578 | 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 | $20,100 | Amt |
| Net Investment Income | $10,050 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10,050 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FROM K1 | $14,621 | ||
| FROM K1 | $4,321 | ||
| OFFICE | $155 | $155 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ASSET ADVISORY FEES | CategoryTxt |
| Amt | $88,317 | Amt |
| Net Investment Income | $88,317 | 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 | $5,870 | |
| FOREIGN TAXES | $3,481 | $3,481 |
| NYS CHAR | $750 | $750 |