STRATEGY STUDIO / PUBLIC DATA EXPLORER

JAEGER FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
JAEGER FOUNDATION (EIN 72-1341576)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-07-13
IRS object ID
201601959349100215
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-07-13T15:04:35-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-07-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERNEST LANGLINAIS CPAPreparerPersonNm
PTINP01206823PTIN
Phone9856747618PhoneNum
Preparation2016-07-05PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$231,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$130InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$130InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$130InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$231,130TotalRevAndExpnssAmt
Total Net Invst Incm$130TotalNetInvstIncmAmt
Total Adj Net Incm$130TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$251LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$251LegalFeesDsbrsChrtblAmt
Taxes Rev And Expnss$10TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$1,802OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$100OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,063TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$351TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$250,902ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$250,902ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$252,965TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$251,253TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$21,835ExcessRevenueOverExpensesAmt
Net Investment Income$130NetInvestmentIncomeAmt
Adjusted Net Income$130AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$352,436CashBOYAmt
Cash EOY$369,064CashEOYAmt
Sav And Temp Cash Invst BOY$116,037SavAndTempCashInvstBOYAmt
Acct Rcvbl$160,624AcctRcvblAmt
Acct Rcvbl BOY$83,000AcctRcvblBOYAmt
Acct Rcvbl EOY$160,624AcctRcvblEOYAmt
Total Assets BOY$551,473TotalAssetsBOYAmt
Total Assets EOY$529,688TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Accounts Payable EOY$50AccountsPayableEOYAmt
Total Liabilities EOY$50TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$551,473UnrestrictedBOYAmt
Unrestricted EOY$529,638UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$551,473TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$529,638TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$551,473TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$529,688TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$551,473TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$21,835ExcessRevenueOverExpensesAmt
Subtotal$529,638SubtotalAmt
Tot Net Ast Or Fund Balances EOY$529,638TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$138,857AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$35,305NetVlNoncharitableAssetsYr1Amt
Distribution Yr13.933069DistributionYr1Rt
Adjusted Qlfy Distri Yr2$108,849AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$33,144NetVlNoncharitableAssetsYr2Amt
Distribution Yr23.284124DistributionYr2Rt
Adjusted Qlfy Distri Yr3$695,836AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$28,514NetVlNoncharitableAssetsYr3Amt
Distribution Yr324.403311DistributionYr3Rt
Adjusted Qlfy Distri Yr4$543,426AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$74,569NetVlNoncharitableAssetsYr4Amt
Distribution Yr47.287559DistributionYr4Rt
Adjusted Qlfy Distri Yr5$401,960AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,955NetVlNoncharitableAssetsYr5Amt
Distribution Yr5136.02707DistributionYr5Rt
Total Distribution174.93513TotalDistributionRt
Average Distribution34.987027AverageDistributionRt
Net Vl Noncharitable Assets$846,793NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$29,626,770AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$29,626,771AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$251,253QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3InvestmentIncomeExciseTaxAmt
Subtotal$3SubtotalAmt
Tax Based On Investment Income$3TaxBasedOnInvestmentIncomeAmt
Tax Due$3TaxDueAmt

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
Individual With BooksCRAIG GUIDRYIndividualWithBooksNm
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 Pos10.00AverageHrsPerWkDevotedToPosRt
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$330,000AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$529,688FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$859,688TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$859,688AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,895CashDeemedCharitableAmt
Net Vl Noncharitable Assets$846,793NetVlNoncharitableAssetsAmt
Minimum Investment Return$42,340MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$42,340MinimumInvestmentReturnAmt
Tax Based On Investment Income$3TaxBasedOnInvestmentIncomeAmt
Total Tax$3TotalTaxAmt
Distributable Before Adj$42,337DistributableBeforeAdjAmt
Distributable Before Ded$42,337DistributableBeforeDedAmt
Distributable As Adjusted$42,337DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$251,253ExpensesAndContributionsAmt
Qualifying Distributions$251,253QualifyingDistributionsAmt
Adjusted Qualifying Distri$251,253AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$42,337DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$401,964ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$539,727ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$694,428ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$107,195ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$137,094ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,880,408TotalExcessDistributionCyovAmt
Qualifying Distributions$251,253QualifyingDistributionsAmt
Applied To Current Year$42,337AppliedToCurrentYearAmt
Remaining Distri From Corpus$208,916RemainingDistriFromCorpusAmt
Total Corpus$2,089,324TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$401,964ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,687,360ExcessDistriCyovToNextYrAmt
Excess From Year4$539,727ExcessFromYear4Amt
Excess From Year3$694,428ExcessFromYear3Amt
Excess From Year2$107,195ExcessFromYear2Amt
Excess From Year1$137,094ExcessFromYear1Amt
Excess From Current Year$208,916ExcessFromCurrentYearAmt

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$2,543
PATRICK BARNEWORLD HOLY CROSS
5500 PARIS AVENEW ORLEANSLA70122CHARITABLE REDISTRIBUTION$3,132
DOUG LOTZ HOLY CROSS
3021 HYMAN PLNEW ORLEANSLA70131CHARITABLE REDISTRIBUTION$2,470
LOYOLA SCHOLARSHIP
6363 ST CHARLES AVENEW ORLEANSLA70118CHARITABLE REDISTRIBUTION$12,157
MARK AQUILAR MR CARMEL SCHOOL
4101 NEYREYMETAIRIELA70002CHARITABLE REDISTRIBUTION$5,800
HERB SCHAEFFER MOUNT CARMEL ACADE
7027 MILNE BLVDNEW ORLEANSLA70124CHARITABLE REDISTRIBUTION$1,800
NORTHSHORE COMMUNITY FOUNDATION
610 HOLLYCREST BLVDCOVINGTONLA70433CHARITABLE REDISTRIBUTION$105,000
CAROL LAGASSE MOUNT CARMEL ACADEM
7027 MILNE BLVDNEW ORLEANSLA70124CHARITABLE REDISTRIBUTION$3,500
HOLLY CROSS SCHOOL
5500 PARIS AVENEW ORLEANSLA70122CHARITABLE REDISTRIBUTION$20,000
CHRIST EPISCOPAL SCHOOL
80 CHRISTWOOD BLVDCOVINGTONLA70433CHARITABLE REDISTRIBUTION$25,000
BRIDGE HOUSE
1160 CAMP STNEW ORLEANSLA70130CHARITABLE REDISTRIBUTION$2,000
COVENANT HOUSE
611 N RAMPART STNEW ORLEANSLA70112CHARITABLE REDISTRIBUTION$500
CARROLTON BOOSTERS
PO BOX 850106NEW ORLEANSLA70185CHARITABLE REDISTRIBUTION$25,000
AUDUBON NATURE INSTITUTE
6500 MAGAZINE STNEW ORLEANSLA70118CHARITABLE REDISTRIBUTION$15,000
KINSLEY HOUSE
1600 CONSTANCE STREETNEW ORLEANSLA70130CHARITABLE REDISTRIBUTION$12,000
MARK RICHEY
629 NORTH HIGHWAY 190COVINGTONLA70433CHARITABLE REDISTRIBUTION$3,000
LAUREN MORET
5727 PARIS AVENEW ORLEANSLA70112CHARITABLE REDISTRIBUTION$9,000
JUSTIN BARKER
500 LAKE MARINA 418NEW ORLEANSLA70124CHARITABLE REDISTRIBUTION$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$250,902TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$130RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$130RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$130TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumBusiness Name Line2ContributorBusinessName/BusinessNameLine2TxtAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
CONSOLIDATED RESOURCES
1CONSOLIDATED RESOURCESPO BOX 6917METAIRIELA70010$220,000Yes (X)
CTL VENTURES
2PO BOX 6917METAIRIELA70010$11,000Yes (X)

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$251LegalFeesAmt
Disbursements Charitable Prps$251DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
D&O INSURANCE$1,664
WEBSITE DESIGN$100$100
BANK FEES$38

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