JADE FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: JADE FOUNDATION (EIN 11-3237282)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-06-14
IRS object ID: 201311669349100601
Schema version: 2012v2.1
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
Schedule B
Accounting Fees Schedule
Compensation Explanation
Depreciation 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)
Timestamp	2013-06-14T15:55:54-05:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MARC WEISSBERG CPA	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	534 BROADHOLLOW RD STE 420	AddressLine1
City	MELVILLE	City
State	NY	State
ZIP Code	117473620	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	113237282	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	JADE FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	JADE	NameControl
Phone	6313677446	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	14 CABRIOLET LANE	AddressLine1
City	MELVILLE	City
State	NY	State
ZIP Code	11747	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	DAVID WASSERMAN	Name
Title	FOUNDATION MANAGER	Title
Phone	6313677446	Phone
Date Signed	2013-05-30	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	MARC WEISSBERG	Name
Phone	6314541783	Phone
Date Prepared	2013-06-04	DatePrepared
Self Employed	X	SelfEmployed

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-03-07 17:11:31Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	1680452	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	100000	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	16532	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	16532	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	6825	DividendsRevAndExpnss
Dividends Net Invst Incm	6825	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	9306	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	603069	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	9306	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	132663	TotalRevenueAndExpenses
Total Net Investment Income	32663	TotalNetInvestmentIncome
Accounting Fees Rev And Expnss	8600	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	4300	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	4300	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	1684	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	1684	OtherProfFeesNetInvstIncm
Taxes Rev And Expnss	1450	TaxesRevAndExpnss
Taxes Dsbrs Chrtbl Prps	250	TaxesDsbrsChrtblPrps
Deprec And Depletion Rev And Expnss	521	DeprecAndDepletionRevAndExpnss
Trav Conf Meeting Rev And Expnss	3304	TravConfMeetingRevAndExpnss
Trav Conf Meeting Dsbrs Chrtbl Prps	3304	TravConfMeetingDsbrsChrtblPrps
Other Expenses Rev And Expnss	874	OtherExpensesRevAndExpnss
Other Expenses Dsbrs Chrtbl Prps	874	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	16433	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	5984	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	8728	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	120701	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	120701	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	137134	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	5984	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	129429	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-4471	ExcessOfRevenueOverExpenses
Net Investment Income	26679	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	1565802	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	1213750	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	1213750	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	79400	InvestmentsCorpStockBOY
Investments Corp Stock EOY	427502	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	465226	InvestmentsCorpStockEOYFMV
Land Building And Equipment Basis	2605	LandBuildingAndEquipmentBasis
Accum Deprec Land Bldg And Equip	1129	AccumDeprecLandBldgAndEquip
Land Building And Equipment BOY	1997	LandBuildingAndEquipmentBOY
Land Building And Equipment EOY	1476	LandBuildingAndEquipmentEOY
Land Building And Equipment EOYFMV	1476	LandBuildingAndEquipmentEOYFMV
Total Assets BOY	1647199	TotalAssetsBOY
Total Assets EOY	1642728	TotalAssetsEOY
Total Assets EOYFMV	1680452	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	1647199	CapitalStockBOY
Capital Stock EOY	1642728	CapitalStockEOY
Total Net Assets BOY	1647199	TotalNetAssetsBOY
Total Net Assets EOY	1642728	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	1647199	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	1642728	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	1647199	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-4471	ExcessOfRevenueOverExpenses
Subtotal	1642728	Subtotal
Total Net Assets Fund Balances EOY	1642728	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (67 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
45000 SHS DISCOVER BANK DE	P	2009-04-17	2012-04-23	45000	45000
142 SHS INDUSTRIAL SECTOR SPDR TRUST	P	2012-08-15	2012-09-04	5089	5175	-86	-86
75 SHS ISHARES TRUST RUSSELL 1000 VA	P	2012-01-11	2012-02-01	5007	4857	150	150
133 SHS SECTOR SPDR TRUST SHS BEN IN	P	2012-02-06	2012-02-29	4938	5004	-66	-66
147 SHS SPDR S&P 500 ETF TRUST	P	2012-01-09	2012-04-10	20047	18712	1335	1335
125000 SHS DISCOVER BANK DE	P	2009-11-06	2012-05-14	125000	125000
564 SHS ISHARES INC MSCI JAPAN INDEX	P	2012-11-29	2012-12-13	5265	5261	4	4
5 SHS ISHARES TRUST RUSSELL 2000 IND	P	2012-02-06	2012-02-07	413	403	10	10
77 SHS SPDR DJIA TRUST ETF	P	2012-01-10	2012-02-01	9812	9520	292	292
150 SHS SPDR S&P 500 ETF TRUST	P	2012-07-09	2012-10-09	21676	20571	1105	1105
75000 SHS AMERICAN EXP CENTUR BK UT	P	2009-09-23	2012-10-01	75000	75000
25 SHS ISHARES JP MORGAN USD EMERGIN	P	2012-07-13	2012-08-20	2946	2894	52	52
120 SHS ISHARES TRUST RUSSELL 2000 I	P	2012-02-06	2012-02-29	9794	9660	134	134
39 SHS SPDR DJIA TRUST ETF	P	2012-01-10	2012-03-21	5110	4822	288	288
38 SHS SPDR S&P 500 ETF TRUST	P	2012-07-10	2012-10-09	5491	5202	289	289
119 SHS CONSUMER SECTOR SPDR TRUST	P	2012-03-05	2012-04-10	5187	5158	29	29
117 SHS ISHARES MSCI EMERGING MARKET	P	2012-03-05	2012-03-06	4963	5196	-233	-233
63 SHS ISHARES TRUST RUSSELL 2000 IN	P	2012-07-10	2012-07-23	4902	5143	-241	-241
1 SHS SPDR DJIA TRUST ETF	P	2012-01-10	2012-04-10	127	124	3	3
15 SHS SPDR S&P 500 ETF TRUST	P	2012-09-26	2012-10-09	2168	2195	-27	-27
115 SHS CONSUMER SECTOR SPDR TRUST	P	2012-03-15	2012-04-10	5013	5044	-31	-31
7 SHS ISHARES S&P 100 INDEX FUND	P	2012-01-10	2012-02-07	428	406	22	22
72 SHS ISHARES TRUST RUSSELL 2000 VA	P	2012-01-11	2012-02-29	5156	4818	338	338
39 SHS SPDR DJIA TRUST ETF	P	2012-01-12	2012-04-10	4965	4817	148	148
138 SHS TECHNOLOGY SECTOR SPDR TRUST	P	2012-08-13	2012-10-08	4220	4132	88	88
156 SHS CONSUMERS STAPLES SECTOR SPD	P	2012-03-05	2012-04-11	5239	5189	50	50
242 SHS ISHARES S&P 100 INDEX FUND	P	2012-01-10	2021-04-10	15058	14049	1009	1009
195 SHS POWERSHARES ETF TR II S&P 50	P	2012-03-15	2012-04-11	5129	5180	-51	-51
80 SHS SPDR DJIA TRUST ETF	P	2012-07-10	2012-09-07	10617	10306	311	311
344 SHS TECHNOLOGY SECTOR SPDR TRUST	P	2012-08-15	2012-10-08	10518	10329	189	189
151 SHS CONSUMERS STAPLES SECTOR SPD	P	2012-03-15	2012-04-11	5071	5072	-1	-1
50 SHS ISHARES S&P 100 INDEX FUND	P	2012-01-12	2021-04-10	3111	2908	203	203
375 SHS POWERSHARES ETF TR II S&P 50	P	2012-06-19	2012-06-21	10138	10320	-182	-182
1 SHS SPDR DJIA TRUST ETF	P	2012-07-12	2012-09-07	133	127	6	6
96 SHS TECHNOLOGY SECTOR SPDR TRUST	P	2012-08-23	2012-10-08	2935	2952	-17	-17
289 SHS CONSUMERS STAPLES SECTOR SPD	P	2012-11-29	2012-12-19	10366	10350	16	16
166 SHS ISHARES S&P 100 INDEX FUND	P	2012-06-19	2012-06-21	10174	10325	-151	-151
15 SHS POWERSHARES QQQ TRUST ETF	P	2012-01-11	2012-02-07	932	866	66	66
39 SHS SPDR DJIA TRUST ETF	P	2012-07-12	2012-10-10	5204	4950	254	254
5 SHS CONSUMERS STAPLES SECTOR SPDR	P	2012-11-29	2012-12-26	174	179	-5	-5
165 SHS ISHARES S&P 100 INDEX FUND	P	2012-07-12	2012-10-10	10945	10231	714	714
237 SHS POWERSHARES QQQ TRUST ETF	P	2012-01-11	2012-04-11	15793	13677	2116	2116
32 SHS SPDR DJIA TRUST ETF	P	2012-07-13	2012-10-10	4270	4076	194	194
144 SHS CONSUMERS STAPLES SECTOR SPD	P	2012-12-10	2012-12-26	5007	5212	-205	-205
1 SHS ISHARES S&P 100 INDEX FUND	P	2012-07-13	2012-10-10	66	62	4	4
82 SHS POWERSHARES QQQ TRUST ETF	P	2012-01-12	2012-04-11	5464	4725	739	739
8 SHS SPDR DJIA TRUST ETF	P	2012-07-16	2012-10-10	1068	1005	63	63
43 SHS ENERGY SECTOR SPDR TRUST	P	2012-08-13	2012-09-26	3127	3084	43	43
145 SHS ISHARES S&P 100 INDEX FUND	P	2012-07-13	2012-10-10	9618	9010	608	608
159 SHS POWERSHARES QQQ TRUST ETF	P	2012-07-10	2012-07-24	9971	10328	-357	-357
30 SHS SPDR GOLD TRUST	P	2012-03-08	2012-03-05	4957	5156	-199	-199
100 SHS ENERGY SECTOR SPDR TRUST	P	2012-08-15	2012-09-26	7272	7187	85	85
17 SHS ISHARES S&P 100 INDEX FUND	P	2012-07-16	2012-10-10	1128	1046	82	82
80 SHS POWERSHARES QQQ TRUST ETF	P	2012-07-12	2012-07-24	5017	5109	-92	-92
32 SHS SPDR GOLD TRUST	P	2012-09-12	2012-10-12	5470	5390	80	80
137 SHS HEALTH CARE SELECT SECTOR SD	P	2012-01-12	2012-02-01	4954	4808	146	146
40 SHS ISHARES TRUST DJ REAL ESTATE	P	2012-09-12	2012-09-21	2635	2663	-28	-28
64 SHS POWERSHARES QQQ TRUST ETF	P	2012-07-13	2012-07-24	4013	4076	-63	-63
108 SHS SPDR S&P HOMEBUILDERS ETF	P	2012-09-12	2012-09-26	2634	2639	-5	-5
7 SHS INDUSTRIAL SECTOR SPDR TRUST	P	2012-01-12	2012-02-07	260	243	17	17
81 SHS ISHARES TRUST RUSSELL 1000 GR	P	2012-02-06	2012-04-10	5200	5005	195	195
16 SHS POWERSHARES QQQ TRUST ETF	P	2012-07-16	2012-07-24	1003	1004	-1	-1
30 SHS SPDR S&P MIDCAP 400 ETF	P	2012-07-12	2012-07-24	5020	5137	-117	-117
133 SHS INDUSTRIAL SECTOR SPDR TRUST	P	2012-01-12	2012-03-06	4784	4620	164	164
78 SHS ISHARES TRUST RUSSELL 1000 GR	P	2012-03-26	2012-04-10	5007	5144	-137	-137
76 SHS POWERSHARES QQQ TRUST ETF	P	2012-09-12	2012-10-08	5195	5274	-79	-79
5 SHS SPDR S&P 500 ETF TRUST	P	2012-01-09	2012-02-07	675	636	39	39

Field	Value	IRS element (for citing)
Capital Gain Net Income	9306	CapitalGainNetIncome
Net Short Term Capital Gain Or Loss	8094	NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	113126	QualifyingDistributionsYear1
Noncharitable Assets Year1	1622036	NoncharitableAssetsYear1
Distribution Ratio Year1	0.069743	DistributionRatioYear1
Qualifying Distributions Year2	32588	QualifyingDistributionsYear2
Noncharitable Assets Year2	938099	NoncharitableAssetsYear2
Distribution Ratio Year2	0.034738	DistributionRatioYear2
Qualifying Distributions Year3	66024	QualifyingDistributionsYear3
Noncharitable Assets Year3	823089	NoncharitableAssetsYear3
Distribution Ratio Year3	0.080215	DistributionRatioYear3
Qualifying Distributions Year4	20037	QualifyingDistributionsYear4
Noncharitable Assets Year4	740534	NoncharitableAssetsYear4
Distribution Ratio Year4	0.027058	DistributionRatioYear4
Qualifying Distributions Year5	113526	QualifyingDistributionsYear5
Noncharitable Assets Year5	675578	NoncharitableAssetsYear5
Distribution Ratio Year5	0.168043	DistributionRatioYear5
Total Distribution Ratio	0.379797	TotalDistributionRatio
Average Distribution Ratio	0.075959	AverageDistributionRatio
Net Noncharitable Assets	1830427	NetNoncharitableAssets
Adjusted Noncharitable Assets	139037	AdjustedNoncharitableAssets
One Percent Net Investment Income	267	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	139304	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	129429	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	534	InvestmentIncomeExciseTax
Subtotal	534	Subtotal
Tax Based On Investment Income	534	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	976	EstTaxPaymentsAndOverpayment
Total Credits And Payments	976	TotalCreditsAndPayments
Overpayment	442	Overpayment
Amount Credited To Next Year	442	AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	NY	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	DAVID WASSERMAN	BooksInCareOfPersonName
Books In Care Of Phone Number	6313677446	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	14 CABRIOLET LANE	AddressLine1
City	MELVILLE	City
State	NY	State
ZIP Code	11747	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
DAVID WASSERMAN
14 CABRIOLET LANE	MELVILLE	NY	11747	PRESIDENT/DI	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 Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Description1	N/A	Description1

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	289935	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	1566891	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	1476	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	1858302	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	1858302	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	27875	CashDeemedCharitable
Net Noncharitable Assets	1830427	NetNoncharitableAssets
Minimum Investment Return	91521	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	91521	MinimumInvestmentReturn
Tax Based On Investment Income	534	TaxBasedOnInvestmentIncome
Total Tax	534	TotalTax
Distributable Amount Before Adj	90987	DistributableAmountBeforeAdj
Distributable Amount Before Ded	90987	DistributableAmountBeforeDed
Distributable Amount As Adjusted	90987	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	129429	ExpensesAndContributions
Qualifying Distributions	129429	QualifyingDistributions
Adj Qualifying Distributions	129429	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	90987	DistributableAmountAsAdjusted
Excess Distri Carryover Year5	37063	ExcessDistriCarryoverYear5
Excess Distri Carryover Year3	25434	ExcessDistriCarryoverYear3
Excess Distri Carryover Year1	32472	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	94969	TotalExcessDistriCarryover
Qualifying Distributions	129429	QualifyingDistributions
Applied To Current Year	90987	AppliedToCurrentYear
Remaining Distri From Corpus	38442	RemainingDistriFromCorpus
Total Corpus	133411	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov From Year5	37063	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	96348	ExcessDistriCyovToNextYear
Excess From Year3	25434	ExcessFromYear3
Excess From Year1	32472	ExcessFromYear1
Excess From Current Year	38442	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	DAVID WASSERMAN	ContributingManager
Shareholder Manager	NONE	ShareholderManager

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	DAVID WASSERMAN	RecipientName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	C/O JADE FDN 14 CABRIOLET LANE	AddressLine1
City	MELVILLE	City
State	NY	State
ZIP Code	11747	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone Number	6313677446	RecipientPhoneNumber
Form And Info And Materials	NO SPECIFIC FORM REQUIRED.	FormAndInfoAndMaterials
Submission Deadlines	APPLICATIONS ARE ACCEPTED AT ANY TIME.	SubmissionDeadlines
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, RELIGIOUS & EDUCATIONAL INSTITUTIONS. NO OTHER RESTRICTIONS APPLY.	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (22 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
ALZHEIMER'S ASSOCIATION
322 8TH AVENUE	NEW YORK	NY	10001	NONE	501(C)(3)	GENERAL SUPPORT	$100
AMERICAN CANCER SOCIETY
PO BOX 22718	OKLAHOMA CITY	OK	73123	NONE	501(C)(3)	GENERAL SUPPORT	$625
AMERICAN HEART ASSOCIATION
125 E BETHPAGE ROAD	PLAINVIEW	NY	11803	NONE	501(C)(3)	GENERAL SUPPORT	$10,750
ART THERAPY OUTREACH CENTER
209 E 23RD STREET	NEW YORK	NY	10010	NONE	501(C)(3)	GENERAL SUPPORT	$102,500
AUTISM SPEAKS
1 EAST 33RD STREET	NEW YORK	NY	10016	NONE	501(C)(3)	GENERAL SUPPORT	$150
AVON WALK FOR BREAST CANCER
777 THIRD AVENUE	NEW YORK	NY	10017	NONE	501(C)(3)	GENERAL SUPPORT	$1,000
BROWN ALUMNI ASSOCIATION
BOX 1854	PROVIDENCE	RI	02912	NONE	501(C)(3)	GENERAL SUPPORT	$100
CROHN'S & COLITIS FOUNDATION
585 STEWART AVENUE	GARDEN CITY	NY	11530	NONE	501(C)(3)	GENERAL SUPPORT	$750
EAST END HOSPICE
481 RIVERHEAD ROAD	WESHAMPTON BEACH	NY	11978	NONE	501(C)(3)	GENERAL SUPPORT	$1,000
EAST QUOGUE FIRE DEPARTMENT
465 MONTAUK HIGHWAY	EAST QUOGUE	NY	11942	NONE	501(C)(3)	GENERAL SUPPORT	$100
GREENWOOD HOUSE
53 WALTERS STREET	EWING	NJ	08628	NONE	501(C)(3)	GENERAL SUPPORT	$250
HEATHER ON EARTH
3451 EAST BAY COURT	MERRICK	NY	11566	NONE	501(C)(3)	GENERAL SUPPORT	$700
KOMEN NYC RACE FOR THE CURE
5005 LNJ FREEWAY SUITE 2	DALLAS	TX	75244	NONE	501(C)(3)	GENERAL SUPPORT	$250
LUSTGARTEN FOUNDATION
1111 STEWART AVENUE	BETHPAGE	NY	11714	NONE	501(C)(3)	GENERAL SUPPORT	$250
MELVILLE FIRE DEPARTMENT
5315 SWEET HOLLOW ROAD	MELVILLE	NY	11747	NONE	501(C)(3)	GENERAL SUPPORT	$200
NATIONAL MUTIPLE SCLEROSIS SOCIETY
6520 N ANDREWS AVENUE	FT LAUDERDALE	FL	33309	NONE	501(C)(3)	GENERAL SUPPORT	$200
NEWSDAY CHARITIES
25257 NETWORK PLACE	CHICAGO	IL	60673	NONE	501(C)(3)	GENERAL SUPPORT	$700
SPECIAL OLYMPICS NEW YORK
211 E 43 STREET SUITE 8	NEW YORK	NY	10017	NONE	501(C)(3)	GENERAL SUPPORT	$116
STONY BROOK FOUNDATION
STONY BROOK UNIV MED CTR	STONY BROOK	NY	11794	NONE	501(C)(3)	GENERAL SUPPORT	$160
TEMPLE BETH TORAH
35 BAGATELLE ROAD	MELVILLE	NY	11747	NONE	501(C)(3)	GENERAL SUPPORT	$500
U-M HILLEL
1429 HILL STREET	ANN ARBOR	MI	48104	NONE	501(C)(3)	GENERAL SUPPORT	$250
VETERANS OF FOREIGN WARS
406 W 34 STREET SUITE 7	KANSAS CITYU	MO	64111	NONE	501(C)(3)	GENERAL SUPPORT	$50

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	120701	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$16,532	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$6,825	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$9,306	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$32,663	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	32663	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	1	ContributorNumber
Contributor Name Individual	DAVID WASSERMAN	ContributorNameIndividual

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	14 CABRIOLET LANE	AddressLine1
City	MELVILLE	City
State	NY	State
ZIP Code	11747	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	100000	AggregateContributions
Person Contribution Type	X	PersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING	Category
Amount	$8,600	Amount
Net Investment Income	4300	NetInvestmentIncome
Disbursements Charitable Prps	4300	DisbursementsCharitablePrps

Compensation Explanation CompensationExplanation

Compensation Compensation (3 entries)

DAVID WASSERMAN
ELLEN WASSERMAN
LAWRENCE SIEGEL

Depreciation Schedule DepreciationSchedule

Depreciation Depreciation

Field	Value	IRS element (for citing)
Description Of Property	COMPUTER	DescriptionOfProperty
Date Acquired	2010-11-12	DateAcquired
Cost Or Other Basis	2605	CostOrOtherBasis
Prior Years Depreciation	608	PriorYearsDepreciation
Computation Method	STRAIGHT LINE	ComputationMethod
Life	5.0000	Life
Current Year Expense	521	CurrentYearExpense

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Field	Value	IRS element (for citing)
Name Of Stock	COMMON STOCKS	NameOfStock
EOY Book Value	427502	EOYBookValue
EOYFMV	465226	EOYFMV

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc

Field	Value	IRS element (for citing)
Category Or Item	COMPUTER	CategoryOrItem
Cost Or Other Basis	2605	CostOrOtherBasis
Accumulated Depreciation	1129	AccumulatedDepreciation
Book Value	1476	BookValue
EOYFMV	1476	EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Disbursements Charitable PrpsDisbursementsCharitablePrps
EXPENSES
SUBSCRIPTIONS	289	289
OFFICE SUPPLIES	585	585

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	INVESTMENT FEES	Category
Amount	$1,684	Amount
Net Investment Income	1684	NetInvestmentIncome

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategory	AmountAmount	Disbursements Charitable PrpsDisbursementsCharitablePrps
FEDERAL EXCISE TAX	$1,200
NYS DEPARTMENT OF LAW	$250	250