JADE FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- JADE FOUNDATION (EIN 11-3237282)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-21
- IRS object ID
- 201211429349100201
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- 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 | 2012-05-21T08:07:50-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 2012-05-09 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARC WEISSBERG | Name |
| Phone | 6314541783 | Phone |
| Date Prepared | 2012-05-14 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1687723 | 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 | 21586 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 21586 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 5255 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 5255 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -3361 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 461714 | GrossSalesPrice |
| Total Revenue And Expenses | 123480 | TotalRevenueAndExpenses |
| Total Net Investment Income | 26841 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 8400 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 4200 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 4200 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 218 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 218 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 1065 | TaxesRevAndExpnss |
| Taxes Dsbrs Chrtbl Prps | 250 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 521 | DeprecAndDepletionRevAndExpnss |
| Trav Conf Meeting Rev And Expnss | 2939 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 2939 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1258 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 1258 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 14401 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 4418 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 8647 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 104703 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 104703 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 119104 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 4418 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 113350 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 4376 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 22423 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 1560905 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1565802 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1578702 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 79400 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 79400 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 107024 | InvestmentsCorpStockEOYFMV |
| Land Building And Equipment Basis | 2605 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 608 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 2518 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 1997 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 1997 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 1642823 | TotalAssetsBOY |
| Total Assets EOY | 1647199 | TotalAssetsEOY |
| Total Assets EOYFMV | 1687723 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1642823 | CapitalStockBOY |
| Capital Stock EOY | 1647199 | CapitalStockEOY |
| Total Net Assets BOY | 1642823 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1647199 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1642823 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1647199 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1642823 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 4376 | ExcessOfRevenueOverExpenses |
| Subtotal | 1647199 | Subtotal |
| Total Net Assets Fund Balances EOY | 1647199 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 32588 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 938099 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.034738 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 66024 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 823089 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.080215 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 20037 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 740534 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.027058 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 113526 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 675578 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.168043 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 15193 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 552083 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.027519 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.337573 | TotalDistributionRatio |
| Average Distribution Ratio | 0.067515 | AverageDistributionRatio |
| Net Noncharitable Assets | 1622036 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 109512 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 224 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 109736 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 113350 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 224 | InvestmentIncomeExciseTax |
| Subtotal | 224 | Subtotal |
| Tax Based On Investment Income | 224 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 600 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 600 | TaxPaidWithExtension |
| Total Credits And Payments | 1200 | TotalCreditsAndPayments |
| Overpayment | 976 | Overpayment |
| Amount Credited To Next Year | 976 | 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 |
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 |
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 | 110488 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1534252 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 1997 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1646737 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 1646737 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 24701 | CashDeemedCharitable |
| Net Noncharitable Assets | 1622036 | NetNoncharitableAssets |
| Minimum Investment Return | 81102 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 81102 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 224 | TaxBasedOnInvestmentIncome |
| Total Tax | 224 | TotalTax |
| Distributable Amount Before Adj | 80878 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 80878 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 80878 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 113350 | ExpensesAndContributions |
| Qualifying Distributions | 113350 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 224 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 113126 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 80878 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year4 | 37063 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year2 | 25434 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 62497 | TotalExcessDistriCarryover |
| Qualifying Distributions | 113350 | QualifyingDistributions |
| Applied To Current Year | 80878 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 32472 | RemainingDistriFromCorpus |
| Total Corpus | 94969 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 94969 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 37063 | ExcessFromYear4 |
| Excess From Year2 | 25434 | ExcessFromYear2 |
| Excess From Current Year | 32472 | 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 CHARTITABLE 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 (27 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ADAT CHAIM SYNAGOGUE | |||||||
| 115 COCKEYSVILLE ROAD | REISTERSTOWN | MD | 21136 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 11701 STONEHOLLOW DRIVE | AUSTIN | TX | 78758 | NONE | 501(C)(3) | GENERAL SUPPORT | $475 |
| AMERICAN HEART ASSOCIATION | |||||||
| 125 E BETHPAGE ROAD | PLAINVIEW | NY | 11803 | NONE | 501(C)(3) | GENERAL SUPPORT | $3,540 |
| ART THERAPY OUTREACH CENTER | |||||||
| 209 E 23RD STREET | NEW YORK | NY | 10010 | NONE | 501(C)(3) | GENERAL SUPPORT | $90,000 |
| AUTISM SPEAKS | |||||||
| 5455 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90036 | NONE | 501(C)(3) | GENERAL SUPPORT | $100 |
| AVON WALK FOR BREAST CANCER | |||||||
| 110 WALL STREET | NEW YORK | NY | 10005 | NONE | 501(C)(3) | GENERAL SUPPORT | $300 |
| BROOKE JACKMAN FOUNDATION | |||||||
| 156 FIFTH AVENUE | NEW YORK | NY | 10010 | NONE | 501(C)(3) | GENERAL SUPPORT | $250 |
| BROWN UNIVERSITY | |||||||
| PO BOX 1877 | PROVIDENCE | RI | 02912 | NONE | 501(C)(3) | GENERAL SUPPORT | $250 |
| CHILDREN'S HOSPITAL OF PHILADELPHIA | |||||||
| 34 ST CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,800 |
| CHILDREN'S MIRACLE NETWORK | |||||||
| 205 W 700 SOUTH | SALT LAKE CITY | UT | 84101 | NONE | 501(C)(3) | GENERAL SUPPORT | $100 |
| CROHN'S & COLITIS FOUNDATION | |||||||
| 386 PARK AVENUE SOUTH | NEW YORK | NY | 10016 | NONE | 501(C)(3) | GENERAL SUPPORT | $150 |
| DANA FARBER JIMMY FUND | |||||||
| 10 BROOKLINE PLACE WEST | BROOKLINE | MA | 02445 | NONE | 501(C)(3) | GENERAL SUPPORT | $250 |
| EAST QUOGUE FIRE DEPARTME | |||||||
| 465 MONTAUK HIGHWAY | EAST QUOGUE | NY | 11942 | NONE | 501(C)(3) | GENERAL SUPPORT | $100 |
| LONG ISLAND CONSTRUCTION | |||||||
| PO BOX 624 | JERICHO | NY | 11753 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| LUSTGARTEN FOUNDATION | |||||||
| 1111 STEWART AVENUE | BETHPAGE | NY | 11714 | NONE | 501(C)(3) | GENERAL SUPPORT | $100 |
| MAKE-A-WISH FOUNDATION OF METRO NY | |||||||
| 152 WEST 57 STREET | NEW YORK | NY | 10019 | NONE | 501(C)(3) | GENERAL SUPPORT | $100 |
| MARCH OF DIMES | |||||||
| PO BOX 8972 | TOPEKA | KS | 66608 | NONE | 501(C)(3) | GENERAL SUPPORT | $200 |
| MARCIE MAZZOLA FOUNDATION | |||||||
| 158 BARR ROAD | COMMACK | NY | 11725 | NONE | 501(C)(3) | GENERAL SUPPORT | $250 |
| MELVILLE FIRE DEPARTMENT | |||||||
| 5315 SWEET HOLLOW ROAD | MELVILLE | NY | 11747 | NONE | 501(C)(3) | GENERAL SUPPORT | $200 |
| MEMORIAL SLOAN KETTERING CANCER CTR | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | 501(C)(3) | GENERAL SUPPORT | $100 |
| NICOLE SCHIFFMAN FOUNDATION | |||||||
| PO BOX 37 | BELLMORE | NY | 11710 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,350 |
| NORTH SHORE - LIJ HOSPITAL SYSTEM | |||||||
| 300 COMMUNITY DRIVE | MANHASSET | NY | 11030 | NONE | 501(C)(3) | GENERAL SUPPORT | $500 |
| STONY BROOK FOUNDATION | |||||||
| STONY BROOK UNIV MEDICAL | 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 | $750 |
| TOYS FOR TOTS | |||||||
| 18251 QUANTICO GATEWAY DR | TRIANGLE | VA | 22172 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,328 |
| U-M HILLEL | |||||||
| 1429 HILL STREET | ANN ARBOR | MI | 48104 | NONE | 501(C)(3) | GENERAL SUPPORT | $250 |
| VFW | |||||||
| PO BOX 8958 | TOPEKA | KS | 66608 | NONE | 501(C)(3) | GENERAL SUPPORT | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 104703 | 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 | $21,586 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $5,255 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$3,361 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $23,480 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 23480 | 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 | $8,400 | Amount |
| Net Investment Income | 4200 | NetInvestmentIncome |
| Disbursements Charitable Prps | 4200 | 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 | 87 | PriorYearsDepreciation |
| Computation Method | STRAIGHT LINE | ComputationMethod |
| Life | 5.0000 | Life |
| Current Year Expense | 521 | CurrentYearExpense |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (19 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|---|
| 320 SHS. CONSUMERS STAPLES SECTOR | 2011-11 | PURCHASE | 2011-11 | 9766 | 9987 | -221 |
| 53 SHS. GUGGENHEIM RUSSELL | 2011-12 | PURCHASE | 2011-12 | 4700 | 4829 | -129 |
| 30 SHS.ISHARES BARCLAYS TIPS | 2011-11 | PURCHASE | 2011-12 | 3492 | 3515 | -23 |
| 143 SHS. ISHARES DJ SELECT DIVID | 2011-11 | PURCHASE | 2011-11 | 7238 | 7481 | -243 |
| 31 SHS. ISHARES IBOXX | 2011-11 | PURCHASE | 2011-11 | 3485 | 3515 | -30 |
| 85 ISHARES S&P 100 INDEX | 2011-12 | PURCHASE | 2011-12 | 4712 | 4858 | -146 |
| 259 SHS. POWERSHARES QQQ TRUST | 2011-11 | PURCHASE | 2011-11 | 14630 | 14928 | -298 |
| 100,000 SAFRA NATIONAL BK NY US | 2011-05 | PURCHASE | 2011-12 | 100000 | 100000 | |
| 206 SHS. SPDR DJIA TRUST | 2011-11 | PURCHASE | 2011-11 | 23679 | 24872 | -1193 |
| 87 SHS. SPDR GOLD TRUST | 2011-11 | PURCHASE | 2011-11 | 14282 | 15052 | -770 |
| 40 SHS. SPDR S&P 500 | 2011-11 | PURCHASE | 2011-11 | 4877 | 5027 | -150 |
| 143 SHS. UTILITIES SECTOR SPDR | 2011-11 | PURCHASE | 2011-11 | 4853 | 5011 | -158 |
| 100,000 AMER EXP BK FSB UT US | 2009-11 | PURCHASE | 2011-12 | 100000 | 100000 | |
| 16,000 AMER EXP CENTUR BK UT US | 2009-08 | PURCHASE | 2011-02 | 16000 | 16000 | |
| 30,000 DISCOVER BK DE US | 2008-05 | PURCHASE | 2011-02 | 30000 | 30000 | |
| 40,000 FIRST COMMUNITY BK IL US | 2006-11 | PURCHASE | 2011-11 | 40000 | 40000 | |
| 30,000 GE MONEY BANK UT US | 2009-12 | PURCHASE | 2011-12 | 30000 | 30000 | |
| 20,000 MAINSTREET BK NB TX US | 2007-02 | PURCHASE | 2011-10 | 20000 | 20000 | |
| 30,000 WACHOVIA MTG FSB NV US | 2008-05 | PURCHASE | 2011-05 | 30000 | 30000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | COMMON STOCKS | NameOfStock |
| EOY Book Value | 79400 | EOYBookValue |
| EOYFMV | 107024 | 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 | 608 | AccumulatedDepreciation |
| Book Value | 1997 | BookValue |
| EOYFMV | 1997 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| EXPENSES | ||
| SUBSCRIPTIONS | 642 | 642 |
| OFFICE SUPPLIES | 616 | 616 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $218 | Amount |
| Net Investment Income | 218 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| FEDERAL EXCISE TAX | $815 | |
| NYS DEPARTMENT OF LAW | $250 | 250 |