JADE FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- JADE FOUNDATION (EIN 11-3237282)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-07-12
- IRS object ID
- 201111939349100601
- Schema version
- 2010v3.2
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Loans From Officers Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-07-12T10:12:46-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | 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 | 2010-01-01 | 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 | 2011-06-22 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARC WEISSBERG | Name |
| Phone | 6314541783 | Phone |
| Date Prepared | 2011-06-23 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 1676026 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 750000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 21519 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 21519 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 4798 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 4798 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 3960 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 207311 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 3960 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | -481 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 779796 | TotalRevenueAndExpenses |
| Total Net Investment Income | 30277 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 7000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3500 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 3500 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 100 | TaxesRevAndExpnss |
| Taxes Dsbrs Chrtbl Prps | 100 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 87 | DeprecAndDepletionRevAndExpnss |
| Trav Conf Meeting Rev And Expnss | 975 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 975 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 150 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 150 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 8312 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3650 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 4575 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 28013 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 28013 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 36325 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3650 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 32588 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 743471 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 26627 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 779436 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1560905 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1582041 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 79400 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 79400 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 91467 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 40232 | InvestmentsOtherBOY |
| Land Building And Equipment Basis | 2605 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 87 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment EOY | 2518 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 2518 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 899068 | TotalAssetsBOY |
| Total Assets EOY | 1642823 | TotalAssetsEOY |
| Total Assets EOYFMV | 1676026 | TotalAssetsEOYFMV |
| Loans From Officers BOY | 100 | LoansFromOfficersBOY |
| Total Liabilities BOY | 100 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 898968 | CapitalStockBOY |
| Capital Stock EOY | 1642823 | CapitalStockEOY |
| Total Net Assets BOY | 898968 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1642823 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 899068 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1642823 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 898968 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 743471 | ExcessOfRevenueOverExpenses |
| Other Increases | 400 | OtherIncreases |
| Subtotal | 1642839 | Subtotal |
| Other Decreases | 16 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1642823 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 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 |
|---|---|---|---|---|---|---|---|
| 450 UNITS MAGELLAN MIDSTREAM PARTNER | P | 2009-12-22 | 2010-05-14 | 20101 | 18639 | 1462 | 1462 |
| 400 UNITS PLAINS ALL AMERICAN PIPELI | P | 2009-12-22 | 2010-05-14 | 22210 | 19712 | 2498 | 2498 |
| 60,000 AL;LY BANK CD | P | 2010-03-05 | 2010-06-04 | 60000 | 60000 | ||
| 40,000 CAPITAL CROSSING CD | P | 2002-12-20 | 2010-01-06 | 40000 | 40000 | ||
| 20,000 LEHMAN BROTHERS BANK CD | P | 2005-08-23 | 2010-09-01 | 20000 | 20000 | ||
| 45,000 AMERICAN EXPRESS BANK CD | P | 2009-03-20 | 2010-09-27 | 45000 | 45000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 3960 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 3960 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 66024 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 823089 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.080215 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 20037 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 740534 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.027058 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 113526 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 675578 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.168043 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 15193 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 552083 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.027519 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 10233 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 534607 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.019141 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.321976 | TotalDistributionRatio |
| Average Distribution Ratio | 0.064395 | AverageDistributionRatio |
| Net Noncharitable Assets | 938099 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 60409 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 266 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 60675 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 32588 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 533 | InvestmentIncomeExciseTax |
| Subtotal | 533 | Subtotal |
| Tax Based On Investment Income | 533 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 318 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 382 | TaxPaidWithExtension |
| Total Credits And Payments | 700 | TotalCreditsAndPayments |
| Overpayment | 167 | Overpayment |
| Amount Credited To Next Year | 167 | 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 | 1.00 | 0 | 0 | 0 |
| ELLEN WASSERMAN | ||||||||
| 14 CABRIOLET LANE | MELVILLE | NY | 11747 | SEC/TRES/DIR | 0.25 | 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 | 95498 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 854369 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 2518 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 952385 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 952385 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 14286 | CashDeemedCharitable |
| Net Noncharitable Assets | 938099 | NetNoncharitableAssets |
| Minimum Investment Return | 46905 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 46905 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 533 | TaxBasedOnInvestmentIncome |
| Total Tax | 533 | TotalTax |
| Distributable Amount Before Adj | 46372 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 400 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 46772 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 46772 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 32588 | ExpensesAndContributions |
| Qualifying Distributions | 32588 | QualifyingDistributions |
| Adj Qualifying Distributions | 32588 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 46772 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year3 | 51247 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year1 | 25434 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 76681 | TotalExcessDistriCarryover |
| Qualifying Distributions | 32588 | QualifyingDistributions |
| Applied To Current Year | 32588 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 14184 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 14184 | ExcessDistriCyovAppliedCY |
| Total Corpus | 62497 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 62497 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 37063 | ExcessFromYear3 |
| Excess From Year1 | 25434 | ExcessFromYear1 |
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 (30 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| ALZHEIMERS ASSOCIATION | |||||
| PO BOX 238 | RONKONKOMA | NY | 11779 | GENERAL SUPPORT | $400 |
| AMERICAN HEART ASSOCIATIO | |||||
| 125 E BETHPAGE ROAD | PLAINVIEW | NY | 11803 | GENERAL SUPPORT | $8,000 |
| AMERICAN HEART ASSOCIATIO | |||||
| 125 E BETHPAGE ROAD | PLAINVIEW | NY | 11803 | GENERAL SUPPORT | $600 |
| ART THERAPY OUTREACH CENT | |||||
| 209 E 23RD STREET | NEW YORK | NY | 10010 | GENERAL SUPPORT | $10,000 |
| AUTISM SPEAKS | |||||
| 5455 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90036 | GENERAL SUPPORT | $100 |
| AVON WALK FOR BREAST CANC | |||||
| 110 WALL STREET | NEW YORK | NY | 10005 | GENERAL SUPPORT | $250 |
| BROOKE JACKMAN FOUNDATION | |||||
| 156 FIFTH AVENUE | NEW YORK | NY | 10010 | GENERAL SUPPORT | $250 |
| BROWN UNIVERSITY | |||||
| PO BOX 1877 | PROVIDENCE | RI | 02912 | GENERAL SUPPORT | $100 |
| CHILD MIRACLE NETWORK | |||||
| 205 W 700 SOUTH | SALT LAKE CITY | UT | 84101 | GENERAL SUPPORT | $100 |
| CYSTIC FIBROSIS FOUNDATIO | |||||
| 6931 ARLINGTON ROAD-SUITE | BETHESDA | MD | 20814 | GENERAL SUPPORT | $100 |
| EAST QUOGUE FIRE DEPARTME | |||||
| 465 MONTAUK HIGHWAY | EAST QUOGUE | NY | 11942 | GENERAL SUPPORT | $200 |
| GO BLUE THINK PINK | |||||
| 800 OXFORD ROAD | ANN ARBOR | MI | 48104 | GENERAL SUPPORT | $250 |
| HEATHER ON EARTH FOUNDATI | |||||
| 3451 EAST BAY COURT | MERRICK | NY | 11566 | GENERAL SUPPORT | $125 |
| KIDNEY & UROLOGY FOUNDATI | |||||
| 152 MADISON AVE - SUITE | NEW YORK | NY | 10016 | GENERAL SUPPORT | $250 |
| LEUKEMIA & LYMPHOMA SOCIE | |||||
| 555 BROADHOLLOW ROAD | MELVILLE | NY | 11747 | GENERAL SUPPORT | $250 |
| MADD | |||||
| PO BOX 758521 | TOPEKA | KS | 66675 | GENERAL SUPPORT | $100 |
| MELVILLE FIRE DEPARTMENT | |||||
| 5315 SWEET HOLLOW ROAD | MELVILLE | NY | 11747 | GENERAL SUPPORT | $200 |
| MULTIPLE SCLEROSIS FDN | |||||
| 6350 N ANDREWS AVE | FT LAUDERDALE | FL | 33309 | GENERAL SUPPORT | $100 |
| NEWSDAY CHARITIES - HELP- | |||||
| PO BOX 8013 | HUNTINGTON STA | NY | 11746 | GENERAL SUPPORT | $200 |
| NORTH SHORE - LIJ HOSPITA | |||||
| 300 COMMUNITY DRIVE | MANHASSET | NY | 11030 | GENERAL SUPPORT | $500 |
| PLYWRIGHT HORIZONS | |||||
| 416 W 42ND STREET | NEW YORK | NY | 10036 | GENERAL SUPPORT | $425 |
| PORT WASHINGTON LIBRARY F | |||||
| 1 LIBRARY DRIVE | PORT WASHINGTON | NY | 11050 | GENERAL SUPPORT | $250 |
| ST JOSEPH SCHOOL | |||||
| 25 CHURCH STREET | RONKONKOMA | NY | 11779 | GENERAL SUPPORT | $100 |
| STRENGTH FOR LIFE | |||||
| 902 CONSTANCE LANE | PORT JEFFERSON | NY | 11050 | GENERAL SUPPORT | $250 |
| SUSAN G KOMEN FOR THE CUR | |||||
| PO BOX 650309 | DALLAS | TX | 75265 | GENERAL SUPPORT | $750 |
| TEMPLE BETH TORAH | |||||
| 35 BAGATELLE ROAD | MELVILLE | NY | 11747 | GENERAL SUPPORT | $1,500 |
| TOYS FOR TOTS | |||||
| 18251 QUANTICO GATEWAY DR | TRIANGLE | VA | 22172 | GENERAL SUPPORT | $1,063 |
| UNITE FOR SIGHT FOUNDATIO | |||||
| U OF MICHIGAN - 3003 S | ANN ARBOR | MI | 48109 | GENERAL SUPPORT | $100 |
| UJA FEDERATION OF NEW YOR | |||||
| PO BOX 4227 | NEW YORK | NY | 10261 | GENERAL SUPPORT | $1,000 |
| U-M HILLEL | |||||
| 1429 HILL STREET | ANN ARBOR | MI | 48104 | GENERAL SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 28013 | 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 | $21,519 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $4,798 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $3,960 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Unrelated Business IncomeUnrelatedBusinessIncomeAmount |
|---|---|---|
| MAGELLAN MIDSTREAM PARTNERS | 900099 | -$79 |
| PLAINS ALL AMERICAN PIPELINE, | 900099 | -$402 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | -$481 | UnrelatedBusinessIncomeAmount |
| Exclusion | $30,277 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 29796 | 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 | 750000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $7,000 | Amount |
| Net Investment Income | 3500 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3500 | 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 |
| Computation Method | STRAIGHT LINE | ComputationMethod |
| Life | 5.0000 | Life |
| Current Year Expense | 87 | 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 | 79400 | EOYBookValue |
| EOYFMV | 91467 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PUBLICLY TRADED PARTNERSHIPS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
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 | 87 | AccumulatedDepreciation |
| Book Value | 2518 | BookValue |
| EOYFMV | 2518 | EOYFMV |
Loans From Officers Schedule LoansFromOfficersSchedule
Loans From Officer LoansFromOfficer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lenders Name | DAVID WASSERMAN | LendersName |
| Lenders Title | FOUNDATION MANAGER | LendersTitle |
| Original Amount Of Loan | 100 | OriginalAmountOfLoan |
| Date Of Note | 2009-05 | DateOfNote |
| Purpose Of Loan | PAY NYS DEPARTMENT OF LAW FEE | PurposeOfLoan |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONDEDUCTIBLE EXPENSES FROM INVESTMENT PARTNERSHPS | Description |
| Amount | $16 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXPENSES | ||
| INVESTMENT FEES | 150 | 150 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| MAGELLAN MIDSTREAM PARTNERS | -79 |
| PLAINS ALL AMERICAN PIPELINE, | -402 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNCASHED CHECKS - PRIOR YEARS CONTRIBUTIONS | Description |
| Amount | $400 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NYS DEPARTMENT OF LAW | Category |
| Amount | $100 | Amount |
| Disbursements Charitable Prps | 100 | DisbursementsCharitablePrps |