STRATEGY STUDIO / PUBLIC DATA EXPLORER

JAEGER FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
JAEGER FOUNDATION (EIN 72-1341576)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-04-02
IRS object ID
201700929349100150
Schema version
2016v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-04-02T15:22:49+00:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN721434284PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HURST & LANGLINAIS LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1816 ASBURY DR STE BAddressLine1Txt
CityMANDEVILLECityNm
State AbbreviationLAStateAbbreviationCd
ZIP704711842ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN721341576EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAEGER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJAEGBusinessNameControlTxt
Phone5048304250PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 6917AddressLine1Txt
CityMETAIRIECityNm
State AbbreviationLAStateAbbreviationCd
ZIP700096917ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH JAEGERPersonNm
Person TitleBOARD OF DIRPersonTitleTxt
Phone5048304250PhoneNum
Signature2017-03-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERNEST LANGLINAIS CPAPreparerPersonNm
PTINP01206823PTIN
Phone9856747618PhoneNum
Preparation2017-03-28PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device Id03613D2507B6BB422AF4238D616A4E5E018DFFBEAtSubmissionCreationDeviceId
At Submission Filing Device Id03613D2507B6BB422AF4238D616A4E5E018DFFBEAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$509,771FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,840,000ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$1,840,000TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$395AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$36TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$3,786OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$100OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,217TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$100TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,855,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,855,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,859,917TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,855,800TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$19,917ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$369,064CashBOYAmt
Cash EOY$413,568CashEOYAmt
Cash EOYFMV$413,568CashEOYFMVAmt
Acct Rcvbl$96,203AcctRcvblAmt
Acct Rcvbl BOY$160,624AcctRcvblBOYAmt
Acct Rcvbl EOY$96,203AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$96,203AcctRcvblEOYFMVAmt
Total Assets BOY$529,688TotalAssetsBOYAmt
Total Assets EOY$509,771TotalAssetsEOYAmt
Total Assets EOYFMV$509,771TotalAssetsEOYFMVAmt
Accounts Payable BOY$50AccountsPayableBOYAmt
Accounts Payable EOY$50AccountsPayableEOYAmt
Total Liabilities BOY$50TotalLiabilitiesBOYAmt
Total Liabilities EOY$50TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$529,638UnrestrictedBOYAmt
Unrestricted EOY$509,721UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$529,638TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$509,721TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$529,688TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$509,771TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$529,638TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$19,917ExcessRevenueOverExpensesAmt
Subtotal$509,721SubtotalAmt
Tot Net Ast Or Fund Balances EOY$509,721TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$251,253AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$846,793NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.296711DistributionYr1Rt
Adjusted Qlfy Distri Yr2$138,857AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$35,305NetVlNoncharitableAssetsYr2Amt
Distribution Yr23.933069DistributionYr2Rt
Adjusted Qlfy Distri Yr3$108,849AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$33,144NetVlNoncharitableAssetsYr3Amt
Distribution Yr33.284124DistributionYr3Rt
Adjusted Qlfy Distri Yr4$695,836AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$28,514NetVlNoncharitableAssetsYr4Amt
Distribution Yr424.403311DistributionYr4Rt
Adjusted Qlfy Distri Yr5$543,426AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$74,569NetVlNoncharitableAssetsYr5Amt
Distribution Yr57.287559DistributionYr5Rt
Total Distribution39.204774TotalDistributionRt
Average Distribution7.840955AverageDistributionRt
Net Vl Noncharitable Assets$525,785NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$4,122,657AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$4,122,657AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,855,800QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
Org Report Or Register StateLAOrgReportOrRegisterStateCd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CRAIG GUIDRYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5048304224PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 6917AddressLine1Txt
CityMETAIRIECityNm
State AbbreviationLAStateAbbreviationCd
ZIP70010ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonJOSEPH JAEGERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 6917AddressLine1Txt
CityMETAIRIECityNm
State AbbreviationLAStateAbbreviationCd
ZIP70010ZIPCd
FieldValueIRS element (for citing)
TitleBOARD OF DIRTitleTxt
Average Hrs Per Wk Devoted To Pos000.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1HOUSES AND LOTS IN ALGERS AS AN AFFORDABLE HOUSING PROGRAM TARGETING FIRST RESPONDERS AND TEACHERS.Description1Txt
Description2PROVIDING HELP TO INSTITUTIONS IN GREATER NO AREADescription2Txt
Description3SCHOLARSHIPS FOR DESERVING STUDENTSDescription3Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$34,430AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$499,362FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$533,792TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$533,792AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,007CashDeemedCharitableAmt
Net Vl Noncharitable Assets$525,785NetVlNoncharitableAssetsAmt
Minimum Investment Return$26,289MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$26,289MinimumInvestmentReturnAmt
Distributable Before Adj$26,289DistributableBeforeAdjAmt
Distributable Before Ded$26,289DistributableBeforeDedAmt
Distributable As Adjusted$26,289DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,855,800ExpensesAndContributionsAmt
Qualifying Distributions$1,855,800QualifyingDistributionsAmt
Adjusted Qualifying Distri$1,855,800AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$26,289DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$539,727ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$694,428ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$107,195ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$137,094ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$208,916ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,687,360TotalExcessDistributionCyovAmt
Qualifying Distributions$1,855,800QualifyingDistributionsAmt
Applied To Current Year$26,289AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,829,511RemainingDistriFromCorpusAmt
Total Corpus$3,516,871TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$539,727ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,977,144ExcessDistriCyovToNextYrAmt
Excess From Year4$694,428ExcessFromYear4Amt
Excess From Year3$107,195ExcessFromYear3Amt
Excess From Year2$137,094ExcessFromYear2Amt
Excess From Year1$208,916ExcessFromYear1Amt
Excess From Current Year$1,829,511ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ANTHONY SCIAMBRA HOLY CROSS
2720 WHITNEY PL APT 502METAIRIELA70002CHARITABLE REDISTRIBUTION$2,556
PATRICK BARNEWORLD HOLY CROSS
5500 PARIS AVENEW ORLEANSLA70122CHARITABLE REDISTRIBUTION$4,737
DOUG LOTZ HOLY CROSS
3021 HYMAN PLNEW ORLEANSLA70131CHARITABLE REDISTRIBUTION$2,556
LOYOLA SCHOLARSHIP
6363 ST CHARLES AVENEW ORLEANSLA70118CHARITABLE REDISTRIBUTION$19,411
MARK AQUILAR MR CARMEL SCHOOL
4101 NEYREYMETAIRIELA70002CHARITABLE REDISTRIBUTION$1,840
HERB SCHAEFFER MOUNT CARMEL ACADE
7027 MILNE BLVDNEW ORLEANSLA70124CHARITABLE REDISTRIBUTION$1,840
NORTHSHORE COMMUNITY FOUNDATION
610 HOLLYCREST BLVDCOVINGTONLA70433CHARITABLE REDISTRIBUTION$10,000
CAROL LAGASSE MOUNT CARMEL ACADEM
7027 MILNE BLVDNEW ORLEANSLA70124CHARITABLE REDISTRIBUTION$2,760
HOLLY CROSS SCHOOL
5500 PARIS AVENEW ORLEANSLA70122CHARITABLE REDISTRIBUTION$20,000
CHRIST EPISCOPAL SCHOOL
80 CHRISTWOOD BLVDCOVINGTONLA70433CHARITABLE REDISTRIBUTION$25,000
SPECIAL OLYMPICS
1000 EAST MORRISON AVEHAMMONDLA70403CHARITABLE REDISTRIBUTION$1,000
MARIANTES OF HOLY CROSS
21388 SMITH RDCOVINGTONLA70435CHARITABLE REDISTRIBUTION$500,000
ST MARGRETS FOUNDATION
3525 BIENVILLE STNEW ORLEANSLA70118CHARITABLE REDISTRIBUTION$2,500
AUDUBON NATURE INSTITUTE
6500 MAGAZINE STNEW ORLEANSLA70118CHARITABLE REDISTRIBUTION$15,000
CORBETT PENTON LODGE FOP
PO BOX 1012FRANKLINTONLA70438CHARITABLE REDISTRIBUTION$1,000
LOUISIANA CHILDRENS MUSEUM
420 JULIA STNEW ORLEANSLA70130CHARITABLE REDISTRIBUTION$1,200,000
RIVER FESTIVAL INC
PO BOX 740043NEW ORLEANSLA70174CHARITABLE REDISTRIBUTION$43,000
NO RECREATIONAL DEVELOP DIST
501 BASIN ST SUITE ANEW ORLEANSLA70112CHARITABLE REDISTRIBUTION$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,855,700TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1JAEGER HOLDINGSBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13330 N CAUSEWAY SUITE 400AddressLine1Txt
CityMETAIRIECityNm
State AbbreviationLAStateAbbreviationCd
ZIP70002ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,840,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$395Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
D&O INSURANCE$1,664
WEBSITE DESIGN$100$100
ELECTRICITY$22
OTHER EXPENSE$2,000

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDesc
EARMARKED FUNDS
ESCROW FUNDS

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
LICENSES$10
TAXES$26