Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
JJJ CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)201 TRESSER BLVD SUITE 300
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
STAMFORD, CT06901
A Employer identification number

13-3932002
B Telephone number (see instructions)

(203) 595-4500
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$19,981,383
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 61,199 61,199  
4 Dividends and interest from securities... 157,539 157,539  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 644,489
b Gross sales price for all assets on line 6a 3,612,575
7 Capital gain net income (from Part IV, line 2)... 644,489
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 34,052 35,354  
12 Total. Add lines 1 through 11........ 897,279 898,581  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 48,015 22,200   4,315
c Other professional fees (attach schedule).... 45,687 45,687   0
17 Interest............... 15,378 15,375   0
18 Taxes (attach schedule) (see instructions)... 56,736 1,736   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 76,656 48,223   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 242,472 133,221   4,315
25 Contributions, gifts, grants paid....... 815,772 815,772
26 Total expenses and disbursements. Add lines 24 and 25 1,058,244 133,221   820,087
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -160,965
b Net investment income (if negative, enter -0-) 765,360
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 4,903 29,449 29,449
2 Savings and temporary cash investments......... 3,180,838 5,336,835 5,336,835
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,152,742 Click to see attachment920,530 1,194,867
c Investments—corporate bonds (attach schedule)....... 100,908 0 0
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 9,801,911 Click to see attachment9,797,449 13,420,232
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 15,241,302 16,084,263 19,981,383
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 15,241,302 16,084,263
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 15,241,302 16,084,263
31 Total liabilities and net assets/fund balances (see instructions). 15,241,302 16,084,263
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
15,241,302
2
Enter amount from Part I, line 27a .....................
2
-160,965
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,003,926
4
Add lines 1, 2, and 3 ..........................
4
16,084,263
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
16,084,263
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a WICKS COMMUNICATIONS & MEDIA PARTNERS III (PARALLEL), LP (EIN:74-3115795) P    
b CYPRIUM INVESTORS III, LP (EIN: 05-0632578) P    
c THE BLACKSTONE GROUP LP (EIN: 20-8875684) P    
d THE BLACKSTONE GROUP LP (EIN: 20-8875684) 1231 P    
e THE BLACKSTONE GROUP LP (EIN: 20-8875684) 1256 P    
SFW CAPITAL PARTNERS FUND LP (EIN: 20-5944156) P    
BROOKSIDE REALTY VENTURES III LLC (EIN:27-2584176) P    
BROOKSIDE REALTY VENTURES III LLC (EIN:27-2584176) 1231 P    
ACQUIRED CAPITAL II LP (EIN:45-3454979) P    
ACQUIRED CAPITAL II LP (EIN:45-3454979) P    
ACQUIRED CAPITAL II LP (EIN:45-3454979) 1231 P    
POUSCHINE COOK INVESTORS LP (EIN: 30-0885739) P    
PUBLICLY TRADED SECURITIES      
PUBLICLY TRADED SECURITIES      
32930 UNITS FORTRESS TRANS. & INFRASTRUCTURE FD      
PORTOLAN EQUITY OFFSHORE FUND LTD P    
XCOVERY HOLDING COMPANY LLC (EIN: 35-2370081) P    
6500 UNITS BLACKSTONE GROUP, LP P    
PRIVATE ADVISORS SECONDARY FUND V, LP (EIN: 47-4252449) P    
PRIVATE ADVISORS SECONDARY FUND V, LP (EIN: 47-4252449) P    
PRIVATE ADVISORS SECONDARY FUND V, LP (EIN: 47-4252449)1231 P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 5,565     5,565
b     36,312 -36,312
c 133     133
d 104     104
e 1     1
365,493     365,493
39,196     39,196
2,285     2,285
734     734
    6,510 -6,510
    24 -24
134,533     134,533
335,955   330,930 5,025
1,328,482   1,359,854 -31,372
508,869   552,444 -43,575
650,000   471,842 178,158
12,062     12,062
228,758   178,730 50,028
231     231
    31,440 -31,440
174     174
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       5,565
b       -36,312
c       133
d       104
e       1
      365,493
      39,196
      2,285
      734
      -6,510
      -24
      134,533
      5,025
      -31,372
      -43,575
      178,158
      12,062
      50,028
      231
      -31,440
      174
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 644,489
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 1,093,150 18,086,326 0.060441
2016 829,321 15,525,979 0.053415
2015 766,739 16,375,759 0.046822
2014 941,002 15,320,714 0.061420
2013 826,559 14,575,262 0.056710
2
Total of line 1, column (d) .....................
2
0.278808
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.055762
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
19,753,635
5
Multiply line 4 by line 3......................
5
1,101,502
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
7,654
7
Add lines 5 and 6........................
7
1,109,156
8
Enter qualifying distributions from Part XII, line 4,.............
8
820,087
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 15,307
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 15,307
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 15,307
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 22,000
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 13,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 35,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 19,693
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet19,693 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCT, DE
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJEANET H IRWIN Telephone no.bullet (203) 595-4500

    Located atbullet201 TRESSER BOULEVARD SUITE 300STAMFORDCT ZIP+4bullet06901
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JEANET H IRWIN PRESIDENT
    10.00
    0 0 0
    201 TRESSER BLVD SUITE 300
    STAMFORD,CT06901
    ANNA M IRWIN DIRECTOR
    10.00
    0 0 0
    201 TRESSER BLVD SUITE 300
    STAMFORD,CT06901
    LAURA SELZTER ASSISTANT TREASURER
    10.00
    0 0 0
    201 TRESSER BLVD SUITE 300
    STAMFORD,CT06901
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    8,595,638
    b
    Average of monthly cash balances.......................
    1b
    3,997,124
    c
    Fair market value of all other assets (see instructions)................
    1c
    7,461,690
    d
    Total (add lines 1a, b, and c).........................
    1d
    20,054,452
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    20,054,452
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    300,817
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    19,753,635
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    987,682
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    987,682
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    15,307
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    15,307
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    972,375
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    972,375
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    972,375
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    820,087
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    820,087
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    820,087
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2017
    (c)
    2017
    (d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 972,375
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 143,422
    b From 2014...... 233,716
    c From 2015......  
    d From 2016...... 56,312
    e From 2017...... 230,242
    fTotal of lines 3a through e........ 663,692
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 820,087
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2018 distributable amount..... 820,087
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 152,288 152,288
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 511,404
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    511,404
    10 Analysis of line 9:
    a Excess from 2014.... 224,850
    b Excess from 2015....  
    c Excess from 2016.... 56,312
    d Excess from 2017.... 230,242
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    JEANET H IRWIN
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    JEANET H IRWIN
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    FOUNDATION DOES NOT ACCEPT APPLICAT
    201 TRESSER BLVD SUITE 300
    STAMFORD,CT06901
    (203) 595-4500
    bThe form in which applications should be submitted and information and materials they should include:
    N/A
    cAny submission deadlines:
    N/A
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    N/A
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN FRIENDS OF NESIVOS AHRON
    C/O M M LTD 19 S LASALLE NO 1100
    CHICAGO,IL606030000
    N/A PUBLIC OPERTAIONAL 10,000
    AMERICAN UNIVERSITY OF CAIRO LAZORD FELLOWSHIP PROGRAM
    420 FIFTH AVE 3RD FLOOR
    NEW YORK,NY10018
    N/A PUBLIC OPERATIONAL 13,694
    ATLAS NETWORK
    2 LIBERTY CENTER 4075 WILSON BLVD
    SUITE 310
    ARLINGTON,VA22203
    N/A PUBLIC OPERATIONAL 5,000
    BOSTON UNIVERSITY
    2 SILBER WAY
    BOSTON,MA02215
    N/A PUBLIC OPERATIONAL 5,000
    COMMUNITY FOUNDATION OF NEW JERSEY
    POST OFFICE BOX 338
    MORRISTOWN,NJ079630338
    N/A PUBLIC OPERATIONAL 5,000
    CONNECTICUT COALITION FOR ACHIEVEMENT NOW
    85 WILLOW STREET
    NEW HAVEN,CT06511
    N/A PUBLIC OPERATIONAL 53,000
    CONVENT OF THE SACRED HEART SCHOOL
    1177 KING STREET
    GREENWICH,CT06831
    N/A PUBLIC OPERATIONAL 8,000
    CREATING HOPE
    PO BOX 1058
    DEARBORN,MI48121
    N/A PUBLIC OPERATIONAL 10,000
    FRESH AIR FUND
    633 THIRD AVENUE 14TH FLOOR
    NEW YORK,NY10017
    N/A PUBLIC OPERATIONAL 5,000
    FRIENDS OF THE NATIONAL WORLD WAR II MEMORIAL
    700 13TH STREET NW SUITE 800
    WASHINGTON,DC20005
    N/A PUBLIC OPERATIONAL 2,500
    GREENWICH HOSPITAL FOUNDATION
    35 RIVER ROAD
    COS COB,CT06807
    N/A PUBLIC OPERATIONAL 1,000
    INJAZ
    PO BOX 910542
      AMMAN 11191  
    JO
    N/A   OPERATIONAL 73,553
    LAZORD FOUNDATION
    292 NEWBURY ST SUITE 527
    BOSTON,MA02115
    N/A PUBLIC OPERATIONAL 350,000
    POPULATION COUNCIL IN NEW YORK CITY
    ONE DAG HAMMARSKJOLD PLAZA
    NEW YORK,NY10017
    N/A PUBLIC OPERATIONAL 5,000
    PRINCETON UNIVERSITY
    330 ALEXANDER STREET
    PRINCETON,NJ08544
    N/A PUBLIC OPERATIONAL 15,000
    WALSH PARK BENEVOLENT CORP
    PO BOX 684
    FISHERS ISLAND,NY06390
    N/A PUBLIC OPERATIONAL 1,000
    WILDLIFE CONSERVATION SOCIETY
    2300 SOUTHERN BOULEVARD
    BRONX,NY10460
    N/A PUBLIC OPERATIONAL 205,000
    TURQUOISE MOUNTAIN FOUNDATION
    1634 EYE STREET NW
    WASHINGTON,DC20006
    N/A PUBLIC OPERATIONAL 25
    TEACHERS COLLEGE COLUMBIA UNIVERSITY
    525 W 120TH STREET
    NEW YORK,NY10027
    N/A PUBLIC OPERATIONAL 3,000
    THE HAVENS RELIEF FUND SOCIETY
    427 RIVERSIDE DRIVE STE 1940
    NEW YORK,NY10115
    N/A PUBLIC OPERATIONAL 5,000
    BRYN MAWR COLLEGE
    101 N MERION AVENUE
    BRYN MAWR,PA19010
    N/A PUBLIC OPERATIONAL 40,000
    Total .................................bullet 3a 815,772
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
        14 61,199  
    4 Dividends and interest from securities....     14 157,539  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income..... 523000 21,128 14 12,924  
    8 Gain or (loss) from sales of assets other than
    inventory ............
    523000 39,283 18 605,206  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 60,411 836,868 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    897,279
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    JJJ CHARITABLE FOUNDATION
    EIN:
    13-3932002
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING SERVICES 48,015 22,200   4,315

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 ExpenditureResponsibilityStmt
    Name:
    JJJ CHARITABLE FOUNDATION
    EIN:
    13-3932002
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    INJAZ FOR THE CREATION OF OPPORTUNITIES FOR JORDON YOUTH
     
    IBRAHIM AYOUB STREET FOURTH CIRCLE
      JABBAL AMMAN  
    JO
    2018-01-19 73,553 FUND ONE CALENDAR YEAR OF EDUCATIONAL FELLOWSHIP BY PROVIDINGTO RECIPIENTS CLASSROOM INSTRUCTION, MENTORSHIPS, COMMUNITY TRAININGS, NETWORKING OPPORTUNITIES, AND A STIPEND TO WORK OR INTERN IN THE CIVIC SECTOR FOR ONE YEAR. 73,553 NONE MARCH 4, 2019 2019-03-04  

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    JJJ CHARITABLE FOUNDATION
    EIN:
    13-3932002
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK 920,530 1,194,867

    TY 2018 InvestmentsOtherSchedule2
    Name:
    JJJ CHARITABLE FOUNDATION
    EIN:
    13-3932002
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    AEPF PIO III LP AT COST 253,850 253,915
    AESSF III PIO LP AT COST 672,035 759,664
    AVENUE AVIATION OPPTS FD II LP AT COST 171,030 201,104
    BEP IV LLC AT COST 502,112 502,114
    BLACKSTONE TACTICAL OPPORTUNITIES RL FUND LP AT COST 294,687 295,002
    BROOKSIDE REALTY VENTURES III AT COST 74,554 143,436
    CURA PARTNERS INC. AT COST 1,000,000 1,000,000
    CYPRIUM INVESTORS III LP AT COST 5,842 5,794
    HENGISTBURY FUND LIMITED AT COST 1,544,707 2,254,829
    JCR INCOME PLUS FUND IV (Q) LP AT COST 178,690 177,872
    MCR HOSPITALITY FUND LP AT COST 117,273 128,444
    MCR MARYLAND, LLC AT COST 92,862 92,861
    MCR TEXAS 2 AT COST 84,739 299,222
    MCR TEXAS LLC AT COST 120,456 84,982
    PALLIATECH - NOTE AT COST 48,077 48,077
    PALLIATECH INC. AT COST 315,768 2,100,360
    PORTOLAN EQUITY OFFSHORE FUND, LTD. AT COST 3,244,583 4,099,718
    POUSCHINE COOK INVESTORS II LP AT COST 75,912 75,912
    PRIVATE ADVISORS SECONDARY FUND V LP AT COST 452,772 409,423
    SFW CAPITAL PARTNERS FUND, LP AT COST 107,469 107,469
    TYROGENEX INC AT COST 217,304 157,304
    WICKS COM. & MEDIA PTNRS III LP AT COST 222,727 222,730

    TY 2018 OtherExpensesSchedule
    Name:
    JJJ CHARITABLE FOUNDATION
    EIN:
    13-3932002
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK SERVICE CHARGES 37 0   0
    FROM K-1 - BEP IV LLC (EIN: 38-3953934) 7,427 7,427   0
    FROM K-1 - THE BLACKSTONE GROUP L.P. (EIN:20-8875684) 13 4   0
    FROM K-1 - BLACKSTONE TACTICAL OPPORTUNITIES RL FUND LP 2,634 2,594   0
    FROM K-1 - BROOKSIDE REALTY VENTURES III, LLC (EIN: 27-2584176) 60 0   0
    FROM K-1 - CYPRIUM INVESTORS III LP (EIN: 05-0632578) 1,117 1,117   0
    FROM K-1 - FORTRESS TRANSPORTATION LLC (EIN: 32-0434238) 12,868 927   0
    FROM K-1 - JCR INCOME PLUS FUND IV Q, LP (EIN: 82-1507040) 999 497   0
    FROM K-1 - MARYLAND MCR LLC (EIN:46-1222067) 304 304   0
    FROM K-1 - MCR HOSPITALITY FUND LP (EIN: 82-1219047) 18,362 18,362   0
    FROM K-1 - MCR TEXAS 2 LLC (EIN:32-0441386) 1,048 1,048   0
    FROM K-1 - MCR TEXAS LLC (EIN:90-1016281) 400 400   0
    FROM K-1 - POUSCHINE COOK INVESTORS LP (EIN:30-0885739) 5,912 5,912   0
    FROM K-1 - POUSCHINE COOK INVESTORS II LP (EIN: 82-1975387) 1,424 1,424   0
    FROM K-1 - SFW CAPITAL PARTNERS FUND, LP (EIN: 20-5944156) 3,850 3,759   0
    FROM K-1 - THE BLACKSTONE GROUP L.P. (EIN:20-8875684) 22 0   0
    FROM K-1 - WICKS COM. & MEDIA PTNRS III, LP (EIN:74-3115795) 4,448 4,448   0
    LICENSES AND FEES 493 0   0
    LEGAL FEES 15,238 0   0


    TY 2018 OtherIncomeSchedule2
    Name:
    JJJ CHARITABLE FOUNDATION
    EIN:
    13-3932002
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FROM K-1 - ACQUIRED CAPITAL II, LP (EIN: 45-3454979) 0 0 0
    FROM K-1 - ACQUIRED CAPITAL II, LP (EIN: 45-3454979) - UBTI 21,976 0 21,976
    FROM K-1 - BROOKSIDE REALTY VENTURES III, LLC (EIN: 27-2584176) -41,463 0 -41,463
    FROM K-1 - BROOKSIDE REALTY VENTURES III, LLC (EIN: 27-2584176) - UBTI 40,832 0 40,832
    FROM K-1 - FORTRESS WORLDWIDE LLC(EIN: 32-0434238) 21,923 21,923 21,923
    FROM K-1 - FORTRESS WORLDWIDE LLC(EIN: 32-0434238) - UBTI 13,411 13,411 13,411
    FROM K-1 - JCR INCOME PLUS FUND IV Q, LP (EIN: 82-1507040) -18,248 0 -18,248
    FROM K-1 - JCR INCOME PLUS FUND IV Q, LP (EIN: 82-1507040) - UBTI -16,384 0 -16,384
    FROM K-1 - THE BLACKSTONE GROUP L.P. (EIN: 20-8875684) 109 20 109
    FROM K-1 - THE BLACKSTONE GROUP L.P. (EIN: 20-8875684) UBTI 76 0 76
    FROM K-1 - WICKS COM. & MEDIA PTNRS III, LP (EIN: 74-3115795) - UBTI 500 0 500
    AEPF PRIVATE INVESTORS OFFSHORE III, L.P 1,204 0 1,204
    FROM K-1 - PRIVATE ADVISORS SECONDARY FUND V LP(EIN: 47-4252449) 10,116 0 10,116


    TY 2018 OtherIncreasesSchedule
    Name:
    JJJ CHARITABLE FOUNDATION
    EIN:
    13-3932002
    Description Amount
    UNREALIZED DEPRECIATION (NET) FROM PASS THROUGH ENTITIES 3,926
    CAPITAL CONTRIBUTION RECEIVED 1,000,000


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    JJJ CHARITABLE FOUNDATION
    EIN:
    13-3932002
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CUSTODIAN FEES 16,904 16,904   0
    INVESTMENT FEES ON PASSTHROUGH INVESTMENTS 28,783 28,783   0


    TY 2018 SubstantialContributorsSch
    Name:
    JJJ CHARITABLE FOUNDATION
    EIN:
    13-3932002
    Name Address
    JEANET H IRWIN 201 TRESSER BLVD SUITE 300
    STAMFORD,CT06901


    TY 2018 TaxesSchedule
    Name:
    JJJ CHARITABLE FOUNDATION
    EIN:
    13-3932002
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,736 1,736   0
    FEDERAL TAXES 55,000 0   0