JADE FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- JADE FOUNDATION (EIN 11-3237282)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-07-13
- IRS object ID
- 201601959349100115
- Schema version
- 2015v2.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-07-13T16:06:57-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112666663 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARC R WEISSBERG CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 534 Broad Hollow Road - Suite 410 | AddressLine1Txt |
| City | Melville | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113237282 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JADE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JADE | BusinessNameControlTxt |
| Phone | 6313677446 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 CABRIOLET LANE | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID WASSERMAN | PersonNm |
| Person Title | FOUNDATION MANAGER | PersonTitleTxt |
| Phone | 6313677446 | PhoneNum |
| Signature | 2016-06-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P01237363 | PTIN |
| Phone | 6314541783 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,061,716 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,023 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,023 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,521 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,521 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,187 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $477,065 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,357 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,544 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $57,547 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,651 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $52,896 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $250 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $250 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $434 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $19,029 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $19,029 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $473 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $473 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $436 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $436 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $90,969 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,051 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $79,484 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $155,824 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $155,824 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $246,793 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,051 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $235,308 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$238,436 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,493 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $119,831 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $135,394 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $135,394 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $924,223 | CorporateStockBOYAmt |
| Corporate Stock EOY | $870,658 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $825,313 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $300,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $100,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $101,009 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,605 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,605 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $434 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Total Assets BOY | $1,344,488 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,106,052 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,061,716 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,344,488 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,106,052 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,344,488 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,106,052 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,344,488 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,106,052 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,344,488 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$238,436 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,106,052 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,106,052 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| $100000 American Express 2.05% due 12/08/16 | 2011-12-02 | 2015-08-26 | $101,157 | $100,000 | $1,157 | $1,157 | |
| $100000 Synchrony Bank 1.8% due 05/27/15 | 2011-05-24 | 2015-09-11 | $100,197 | $100,000 | $197 | $197 | |
| 8298.755 shares AllianceBernstein Select US Long Short Portfolio | 2014-03-06 | 2015-09-11 | $95,353 | $100,000 | -$4,647 | -$4,647 | |
| 4979.253 shares AllianceBernstein Select US Long Short Portfolio | 2014-03-07 | 2015-09-11 | $57,212 | $60,000 | -$2,788 | -$2,788 | |
| 562.329 shares AllianceBernstein Select US Long Short Portfolio | 2014-12-17 | 2015-09-11 | $6,461 | $6,579 | -$118 | -$118 | |
| 2963.71 shares Invesco Balanced-Risk Allocation Fund | 2012-12-14 | 2015-09-11 | $32,719 | $36,750 | -$4,031 | -$4,031 | |
| 131.516 shares Invesco Balanced-Risk Allocation Fund | 2013-12-13 | 2015-09-11 | $1,452 | $1,527 | -$75 | -$75 | |
| 101.751 shares Invesco Balanced-Risk Allocation Fund | 2013-12-13 | 2015-09-11 | $1,123 | $1,181 | -$58 | -$58 | |
| 93.345 shares Invesco Balanced-Risk Allocation Fund | 2014-12-12 | 2015-09-11 | $1,031 | $1,071 | -$40 | -$40 | |
| 90.112 shares Invesco Balanced-Risk Allocation Fund | 2014-12-12 | 2015-09-11 | $995 | $1,034 | -$39 | -$39 | |
| 68.371 shares Invesco Balanced-Risk Allocation Fund | 2014-12-12 | 2015-09-11 | $755 | $784 | -$29 | -$29 | |
| 2375.297 shares Virtus Premium Alphasector Fund | 2014-03-06 | 2015-03-11 | $30,689 | $40,000 | -$9,311 | -$9,311 | |
| 1187.648 shares Virtus Premium Alphasector Fund | 2010-03-07 | 2015-03-11 | $15,344 | $20,000 | -$4,656 | -$4,656 | |
| 3.635 shares Virtus Premium Alphasector Fund | 2013-06-27 | 2015-03-11 | $47 | $64 | -$17 | -$17 | |
| 659.301 shares Virtus Premium Alphasector Fund | 2014-11-25 | 2015-03-11 | $8,518 | $9,098 | -$580 | -$580 | |
| 215.804 shares Virtus Premium Alphasector Fund | 2014-11-25 | 2015-03-11 | $2,788 | $2,978 | -$190 | -$190 | |
| 8.454 shares Virtus Premium Alphasector Fund | 2014-12-30 | 2015-03-11 | $109 | $115 | -$6 | -$6 | |
| 5.203 shares Virtus Premium Alphasector Fund | 2014-12-30 | 2015-03-11 | $67 | $71 | -$4 | -$4 | |
| Capital Gains Dividends | $21,048 | $21,048 | $21,048 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$4,187 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,006 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $320,391 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,561,522 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.205179 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $150,544 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,597,634 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.094229 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $129,429 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,830,427 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.070710 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $113,126 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,622,036 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.069743 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $32,588 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $938,099 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.034738 | DistributionYr5Rt |
| Total Distribution | 0.474599 | TotalDistributionRt |
| Average Distribution | 0.094920 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,187,799 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $112,746 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $112,761 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $235,308 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $15 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,172 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,172 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,157 | OverpaymentAmt |
| Applied To ES Tax | $1,157 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID WASSERMAN | IndividualWithBooksNm |
| Phone | 6313677446 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 CABRIOLET LANE | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID WASSERMAN | ||||||||
| 14 CABRIOLET LANE | MELVILLE | NY | 11747 | PRESIDENT/DIRECTOR | 3.00 | $0 | $0 | $0 |
| ELLEN WASSERMAN | ||||||||
| 14 CABRIOLET LANE | MELVILLE | NY | 11747 | SEC/TRES/DIR | 0.50 | $0 | $0 | $0 |
| LAWRENCE SIEGEL | ||||||||
| 12 SWARTHMORE LANE | DIX HILLS | NY | 11746 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $856,706 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $349,181 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,205,887 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,205,887 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,088 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,187,799 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $59,390 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $59,390 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15 | TotalTaxAmt |
| Distributable Before Adj | $59,375 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $59,375 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $59,375 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $235,308 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $235,308 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $15 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $235,293 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $59,375 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $32,472 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $38,442 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $72,010 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $243,410 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $386,334 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $235,308 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $59,375 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $175,933 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $562,267 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $562,267 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $32,472 | ExcessFromYear4Amt |
| Excess From Year3 | $38,442 | ExcessFromYear3Amt |
| Excess From Year2 | $72,010 | ExcessFromYear2Amt |
| Excess From Year1 | $243,410 | ExcessFromYear1Amt |
| Excess From Current Year | $175,933 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID WASSERMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O JADE FOUNDATION 14 CABRIOLET | AddressLine1Txt |
| Address Line2 | LANE | AddressLine2Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6313677446 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORM REQUIRED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ARE ACCEPTED AT ANY TIME. | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS WILL BE GRANTED PRIMARILY TOWARDS CHARITABLE ORGANIZATIONS IN THE U.S. MOST OF THE CONTRIBUTIONS WILL GO TOWARDS CHARITABLE ORGANIZATIONS INVOLVED IN ONE OF THE FOLLOWING: THE PREVENTION OF CRUELTY TO CHILDREN, AND, LOCAL, RELIGILOUS & EDUCATIONAL INSTITUTIONS. NO OTHER RETRICTIONS APPLY. | RestrictionsOnAwardsTxt |
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 | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| American Cancer Society | ||||||||
| 75 Davids Drive | Hauppauge | NY | 11788 | none | 501(c)(3) | General Support | $50 | |
| American Heart Association | ||||||||
| 125 E Bethpage Road | Plainview | NY | 11803 | none | 501(c)(3) | General Support | $6,214 | |
| Art Therapy Outreach Center | ||||||||
| 121 East 31st Street 6th Floor | New York | NY | 10011 | none | 501(c)(3) | General Support | $140,000 | |
| Brown Alumni | ||||||||
| Box 1908 | Providence | RI | 02912 | none | 501(c)(3) | General Support | $50 | |
| Children's Hospital of Philadelphia | ||||||||
| 3401 Civic Center Blvd | Philadelphia | PA | 19104 | none | 501(c)(3) | General Support | $500 | |
| Crohn's & Colitis Foundation | ||||||||
| 585 Stewart Avenue | Garden City | NY | 11530 | none | 501(c)(3) | General Support | $250 | |
| East Quogue Fire Department | ||||||||
| 465 Montauk Highway | East Quogue | NY | 11942 | none | 501(c)(3) | General Support | $100 | |
| Heather on Earth Foundation | ||||||||
| 3451 East Bay Court | Merrick | NY | 11566 | none | 501(c)(3) | General Support | $649 | |
| Jewish Community Center Association | ||||||||
| 520 Eighth Avenue 4th Floor | New York | NY | 10018 | none | 501(c)(3) | General Support | $500 | |
| Melville Fire Department | ||||||||
| 531 Sweet Hollow Road | Melville | NY | 11747 | none | 501(c)(3) | General Support | $100 | |
| National Alliance on Mental Illness | ||||||||
| 3803 N Fairfax Drive Suite 100 | Arlington | VA | 22203 | none | 501(c)(3) | General Support | $100 | |
| National Mutiple Sclerosis Society | ||||||||
| 6520 N Andrews Avenue | Ft Lauderdale | FL | 33309 | none | 501(c)(3) | General Support | $766 | |
| North Shore Child & Family Guidance Center | ||||||||
| 480 Old Westbury Road | Roslyn | NY | 11577 | none | 501(c)(3) | General Support | $45 | |
| PXE International | ||||||||
| 4301 Connecticut Avenue NW Suite | Washington | DC | 20008 | none | 501(c)(3) | General Support | $5,000 | 404 |
| Rabbi MosKowitz Discretionary Fund | ||||||||
| c/o Temple Beth Torah 35 Bagatelle | Melville | NY | 11747 | none | 501(c)(3) | General Support | $250 | Road |
| Temple Beth Torah | ||||||||
| 35 Bagatelle Road | Melville | NY | 11747 | none | 501(c)(3) | General Support | $500 | |
| The Greenwood House | ||||||||
| 53 Walter Street | Ewing Township | NJ | 08628 | none | 501(c)(3) | General Support | $500 | |
| Tisch Multiple Sclerosis Research Center | ||||||||
| 521 West 57th Street 4th Floor | New York | NY | 10019 | none | 501(c)(3) | General Support | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $155,824 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,023 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,521 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$4,187 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,357 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,357 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $12,800 | Amt |
| Net Investment Income | $6,400 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,400 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | APPLE COMPUTER | PropertyDesc |
| Acquired | 2010-11-12 | AcquiredDt |
| Cost Or Other Basis | $2,605 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $2,171 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 5.000000000000 | LifeRt |
| Current Year Expense | $434 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CD's | BondNm |
| EOY Book Value | $100,000 | EOYBookValueAmt |
| EOYFMV | $101,009 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS & ETF's | StockNm |
| EOY Book Value | $870,658 | EOYBookValueAmt |
| EOYFMV | $825,313 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | APPLE COMPUTER | CategoryOrItemTxt |
| Cost Or Other Basis | $2,605 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $2,605 | AccumulatedDepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE SUPPLIES | Desc |
| Revenue And Expenses Per Books | $436 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $436 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $4,651 | $4,651 | $0 | $0 |
| ANDREW FALCON - CONSULTANT | $34,000 | $0 | $0 | $34,000 |
| WASTE 2 WORTH LLC - CONSULTING | $18,896 | $0 | $0 | $18,896 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NYS DEPARTMENT OF LAW | CategoryTxt |
| Amt | $250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |