Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE JAFFE FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)CO JAFFE FAMILY OFFICE PO BOX 535
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
VALLEY COTTAGE, NY10989
A Employer identification number

22-2827692
B Telephone number (see instructions)

(551) 777-6803
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$57,539,411J 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 right arrow.............
3 Interest on savings and temporary cash investments 226,756 226,756  
4 Dividends and interest from securities... 908,352 908,352  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 824,193
b Gross sales price for all assets on line 6a 1,727,399
7 Capital gain net income (from Part IV, line 2)... 824,193
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)....... Click to see attachment
List of Attached Documents:
// Content
882,626 830,735 0
12 Total. Add lines 1 through 11........ 2,841,927 2,790,036 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
34,325 34,325 0 0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
21,400 8,560 0 10,700
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
439,278 320,842 0 93,137
17 Interest............... 65,084 63,888 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
9,941 9,643 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 36,969 3,697 0 33,272
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
320,342 315,782 0 4,560
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 927,339 756,737 0 141,669
25 Contributions, gifts, grants paid....... 4,637,328 4,637,328
26 Total expenses and disbursements. Add lines 24 and 25 5,564,667 756,737 0 4,778,997
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,722,740
b Net investment income (if negative, enter -0-) 2,033,299
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 5,414,871 5,331,884 5,331,884
2 Savings and temporary cash investments......... 18,947 56,488 56,488
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,019,894 0 0
b Investments—corporate stock (attach schedule)....... 33,337,060 Click to see attachment
List of Attached Documents:
// Content
41,919,640 		41,919,640
c Investments—corporate bonds (attach schedule)....... 4,697,081 Click to see attachment
List of Attached Documents:
// Content
4,626,522 		4,626,522
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow   4,200,000    
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 5,708,448 Click to see attachment
List of Attached Documents:
// Content
5,604,877 		5,604,877
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 54,396,301 57,539,411 57,539,411
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 54,396,301 57,539,411
29 Total net assets or fund balances (see instructions)..... 54,396,301 57,539,411
30 Total liabilities and net assets/fund balances (see instructions). 54,396,301 57,539,411
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
54,396,301
2
Enter amount from Part I, line 27a .....................
2
-2,722,740
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
5,865,850
4
Add lines 1, 2, and 3 ..........................
4
57,539,411
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
57,539,411
Form 990-PF (2024)
Form 990-PF (2024)
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 CAPITAL GAIN DISTRIBUTIONS P    
b ST GAIN FROM SALE OF PUBLICLY TRADED SECURITIES P    
c ST GAIN FROM LP INVESTMENTS P    
d LT GAIN FROM SALE OF PUBLICLY TRADED SECURITIES P    
e LT GAIN FROM LP INVESTMENTS P    
SECTION 1231 GAIN FROM LPS 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 482,045 0   482,045
b 144,811 0 128,474 16,337
c 10,095 0   10,095
d 904,891 0 774,732 130,159
e 183,933 0   183,933
1,624 0   1,624
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       482,045
b       16,337
c       10,095
d       130,159
e       183,933
      1,624
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 2 824,193
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 26,432
Part V
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 right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 28,263
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 28,263
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 28,263
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 61,341
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 50,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 111,341
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 83,078
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow83,078 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-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 the instructions
for the 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY
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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
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 addressright arrowN/A
14
The books are in care ofright arrowREBECA GONTARYK Telephone no.right arrow (551) 777-6803

Located atright arrow933 MACARTHUR BOULEVARDMAHWAHNJ ZIP+4right arrow07430
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2024? .............
1d
 
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 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 2024.) .....................
3b
 
 
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
Yes
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
ELISE JAFFE PRESIDENT
1.00 		0 0 0
933 MACARTHUR BLVD
MAHWAH,NJ07430
DAVID JAFFE VICE-PRESIDENT & SECRETARY
1.00 		0 0 0
933 MACARTHUR BLVD
MAHWAH,NJ07430
RICHARD JAFFE VICE-PRESIDENT & TREASURER
1.00 		0 0 0
933 MACARTHUR BLVD
MAHWAH,NJ07430
ROSLYN JAFFE VP, SECRETARY, TREASURER (THRU 05/24)
1.00 		0 0 0
933 MACARTHUR BLVD
MAHWAH,NJ07430
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...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
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.............right arrow0
Part VIII-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 VIII-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.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
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
49,707,171
b
Average of monthly cash balances.......................
1b
5,171,676
c
Fair market value of all other assets (see instructions)................
1c
1,175,439
d
Total (add lines 1a, b, and c).........................
1d
56,054,286
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
56,054,286
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
840,814
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
55,213,472
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,760,674
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
2,760,674
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
28,263
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
28,263
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,732,411
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,732,411
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 XII, line 1 ...
7
2,732,411
Part XI
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
4,778,997
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
4,778,997
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 2,732,411
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022...... 177,293
e From 2023...... 1,930,408
f Total of lines 3a through e ........ 2,107,701
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 4,778,997
a Applied to 2023, 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 2024 distributable amount..... 2,732,411
e Remaining amount distributed out of corpus 2,046,586
5 Excess distributions carryover applied to 2024. 0 0
(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 4,154,287
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		4,154,287
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022.... 177,293
d Excess from 2023.... 1,930,408
e Excess from 2024.... 2,046,586
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2024, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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).)
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.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
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

A PROJECT 83

83 GRAND STREET
NEW YORK,NY10013 		N/A PC SUPPORT CHARITABLE PURPOSE 10,000

AFYA FOUNDATION

140 SAW MILL RIVER ROAD
YONKERS,NY10701 		N/A PC SUPPORT CHARITABLE PURPOSE 518

AMERICAN FRIENDS OF OUTSET

255 N WEST RIDGE ROAD
JACKSON,WY83001 		N/A PC SUPPORT CHARITABLE PURPOSE 100,160

AMERICAN MUSEUM OF NATURAL HISTORY

79TH CENTRAL PARK W
NEW YORK,NY10024 		N/A PC SUPPORT CHARITABLE PURPOSE 325,000

AMERICAN RED CROSS

430 17TH STREET NW
WASHINGTON,DC20006 		N/A PC SUPPORT CHARITABLE PURPOSE 1,036

AMERICAN SCHOOL FOR THE DEAF

139 N MAIN STREET
WEST HARTFORD,CT06107 		N/A PC SUPPORT CHARITABLE PURPOSE 1,000

ARCHITECTURAL LEAGUE

594 BROADWAY SUITE 607
NEW YORK,NY10012 		N/A PC SUPPORT CHARITABLE PURPOSE 164,000

ASHOKA

1700 N MOORE ST STE 2000
ARLINGTON,VA22209 		N/A PC SUPPORT CHARITABLE PURPOSE 100,000

ATLANTIC CENTER FOR THE ARTS

1414 ART CENTER AVENUE
NEW SMYRNA BEACH,FL32168 		N/A PC SUPPORT CHARITABLE PURPOSE 10,000

BANG ON A CAN

80 HANSON PL STE 301
BROOKLYN,NY11217 		N/A PC SUPPORT CHARITABLE PURPOSE 20,000

BANTAM CINEMA & ARTS CENTER

115 BANTAM LAKE ROAD
BANTAM,CT06750 		N/A PC SUPPORT CHARITABLE PURPOSE 307

BARD COLLEGE

18 WEST 86TH ST
NEW YORK,NY10024 		N/A PC SUPPORT CHARITABLE PURPOSE 10,000

BELMONT CHAPEL

30 WARNER STREET
NEWPORT,RI02840 		N/A PC SUPPORT CHARITABLE PURPOSE 30,000

BIG BROTHER BIG SISTER (BBBS)

650 PONCE DE LEON AVE
ATLANTA,FL30308 		N/A PC SUPPORT CHARITABLE PURPOSE 3,000

BILLION OYSTER PROJECT

10 SOUTH STREET
NEW YORK,NY10004 		N/A PC SUPPORT CHARITABLE PURPOSE 25,000

BRIDGE FUND OF NEW YORK

271 MADISON AVE 907
NEW YORK,NY10016 		N/A PC SUPPORT CHARITABLE PURPOSE 50,000

BROADWAY CARES

165 WEST 46TH ST SUITE 1300
NEW YORK,NY10036 		N/A PC SUPPORT CHARITABLE PURPOSE 3,032

BROADWAY MALL ASSOCIATION

2095 BROADWAY 403
NEW YORK,NY10023 		N/A PC SUPPORT CHARITABLE PURPOSE 1,545

BROOKLYN BOATWORDS

20 JAY STREET - SUITE 824B
BROOKLYN,NY11201 		N/A PC SUPPORT CHARITABLE PURPOSE 10,000

CARVER CENTER

400 WESTCHESTER AVE
PORT CHESTER,NY10573 		N/A PC SUPPORT CHARITABLE PURPOSE 5,000

CENTRAL PARK CONSERVANCY

14 EAST 60TH STREET
NEW YORK,NY10022 		N/A PC SUPPORT CHARITABLE PURPOSE 25,000

CHARLES & RAY EAMES HOUSE PRESERVATION FOUNDATION INC

203 CHAUTAUQUA BOULEVARD
PACIFIC PALISADES,CA90272 		N/A POF SUPPORT CHARITABLE PURPOSE 1,000

CLAGETT SAILING

231 INDIAN AVENUE
PORTSMOUTH,RI02871 		N/A PC SUPPORT CHARITABLE PURPOSE 6,000

CLIMATE CHANGE FOR ALL EDUCATORS INC

59 SUMMERSWEET LANE
NEW CANAAN,CT06840 		N/A PC SUPPORT CHARITABLE PURPOSE 1,370,000

CLIMATE EMERGENCY FUND

8383 WILSHIRE BLVD 400
BEVERLY HILLS,CA90211 		N/A PC SUPPORT CHARITABLE PURPOSE 2,500

CLINIC OLE

911 WASHINGTON ST
CALISTOGA,CA94515 		N/A PC SUPPORT CHARITABLE PURPOSE 1,030

COLORADO GIVES

5855 WADSWORTHBYPASS UNIT A
ARVADA,CO80003 		N/A PC SUPPORT CHARITABLE PURPOSE 2,080

COLUMBIA BUSINESS SCHOOL

665 WEST 130TH STREET
NEW YORK,NY10027 		N/A PC SUPPORT CHARITABLE PURPOSE 10,000

COLUMBIA UNIVERSITY GSAPP

3022 BROADWAY
NEW YORK,NY10027 		N/A PC SUPPORT CHARITABLE PURPOSE 20,000

COLUMBIA UNIVERSITY

622 W 113 ST MAIL CODE 4524
NEW YORK,NY10025 		N/A PC SUPPORT CHARITABLE PURPOSE 101,500

COOPER UNION

30 COOPER SQUARE 8TH FLOOR
NEW YORK,VA10003 		N/A PC SUPPORT CHARITABLE PURPOSE 25,000

CORNELL UNIVERSITY - DEPT OF ARCHITECTURE

129 SIBLEY DOME
ITHACA,NY14853 		N/A PC SUPPORT CHARITABLE PURPOSE 37,000

DANIEL W OFFIT FUND TO FIGHT GLIOBLASTIMA

485 LEXINGTON AVE 24 FLOOR
NEW YORK,NY10017 		N/A PC SUPPORT CHARITABLE PURPOSE 1,069

EDIBLE SCHOOLYARD NYC

55 WASHINGTON STREET 257
BROOKLYN,NY11201 		N/A PC SUPPORT CHARITABLE PURPOSE 1,030

EDIBLE SCHOOLYARD PROJECT

1517 SHATTUCK AVENUE
BERKELEY,CA94709 		N/A PC SUPPORT CHARITABLE PURPOSE 35,000

FARE

7923 JONES BRANCH DR SUITE 1100
MCLEAN,VA22099 		N/A PC SUPPORT CHARITABLE PURPOSE 200,000

FIT FOUNDATION

227 WEST 27TH STREET
NEW YORK,NY10001 		N/A PC SUPPORT CHARITABLE PURPOSE 20,000

FOOD ALLERGY FUND

1397 SECOND AVENUE 175
NEW YORK,NY10021 		N/A PC SUPPORT CHARITABLE PURPOSE 60,000

FOOD FOR NEEDY INC

5055 COLLINS AVE - 12 J/K
MIAMI BEACH,FL33140 		N/A PF SUPPORT CHARITABLE PURPOSE 5,000

FOUNTAIN HOUSE

425 WEST 47TH ST
NEW YORK,NY10036 		N/A PC SUPPORT CHARITABLE PURPOSE 6,064

FRESH AIR FUND

633 THIRD AVENUE
NEW YORK,NY10017 		N/A PC SUPPORT CHARITABLE PURPOSE 5,000

FRIENDS OF BIRD LIFE INTERNATIONAL

462 WEST 42ND STREET 2503
NEW YORK,NY10036 		N/A PC SUPPORT CHARITABLE PURPOSE 50,000

FRIENDS OF MVYRADIO

489 STATE ROAD BOX 1420
WEST TISBURY,MA02575 		N/A PC SUPPORT CHARITABLE PURPOSE 206

GOLD HOUSE

5120 W GOLDLEAF CIRCLE SUITE 180
LOS ANGELES,CA90056 		N/A PC SUPPORT CHARITABLE PURPOSE 1,500

GUGGENHEIM MUSEUM

1071 FIFTH AVENUE
NEW YORK,NY10128 		N/A PC SUPPORT CHARITABLE PURPOSE 50,000

GUNN MEMORIAL LIBRARY & MUSEUM

5 WYKEHAM ROAD
WASHINGTON,CT06793 		N/A PC SUPPORT CHARITABLE PURPOSE 1,000

HARVARD UNIVERSITY

14 STORY ST 100
CAMBRIDGE,MA02138 		N/A PC SUPPORT CHARITABLE PURPOSE 10,000

HUMANE SOCIETY

70 PORTMAN ROAD
NEW ROCHELLE,NY10801 		N/A PC SUPPORT CHARITABLE PURPOSE 1,036

ICAHN SCHOOL OF MEDACINE MT SINAI

GUSTAVE L LEVY PLACE BOX 1049
NEW YORK,NY10029 		N/A PC SUPPORT CHARITABLE PURPOSE 100,000

ICSC FOUNDATION

1251 AVENUE OF AMERICAS
NEW YORK,NY10020 		N/A PC SUPPORT CHARITABLE PURPOSE 50,000

ILAN LAEL FOUNDATION

PO BOX 1221
JULIAN,CA92036 		N/A PC SUPPORT CHARITABLE PURPOSE 15,000

JAZZ AT LINCOLN CENTER

10 COLUMBUS CIR
NEW YORK,NY10023 		N/A PC SUPPORT CHARITABLE PURPOSE 100,000

JEWISH MUSEUM

1109 FIFTH AVENUE
NEW YORK,NY10128 		N/A PC SUPPORT CHARITABLE PURPOSE 25,000

KAFSC - KOREAN AMERICAN FAMILY SERVICE CENTER

PO BOX 541429
FLUSING,NY11354 		N/A PC SUPPORT CHARITABLE PURPOSE 5,000

LANDING SCHOOL BB&D

286 RIVER ROAD
ARUNDEL,ME04046 		N/A PC SUPPORT CHARITABLE PURPOSE 65,000

MARATIME AQUARIUM

10 NORTH WATER STREET
NORWALK,CT06854 		N/A PC SUPPORT CHARITABLE PURPOSE 50,000

MASHUP NASHVILLE

309 PLUS PARK BLVD SUITE 221
NASHVILLE,TN37217 		N/A PC SUPPORT CHARITABLE PURPOSE 100

MEMORIAL SLOAN KETTERING CANCER CENTER

PO BOX 5028
HAGERSTOWN,MD21741 		N/A PC SUPPORT CHARITABLE PURPOSE 15,000

MIGHTYCAUSE CHARITIBLE FOUNDATION

360 E 2ND STREET SUITE 800
LOS ANGELES,CA90012 		N/A PC SUPPORT CHARITABLE PURPOSE 1,500

MOSAIC MENTAL HEALTH

5676 RIVERSALE AVE SUITE 202
BRONX,NY10471 		N/A PC SUPPORT CHARITABLE PURPOSE 500

MUSEUM OF MODERN ART

11 WEST 53 STREET
NEW YORK,NY10019 		N/A PC SUPPORT CHARITABLE PURPOSE 26,000

NADIA'S INITATIVE

PO BOX 9449
WASHINGTON,DC20016 		N/A PC SUPPORT CHARITABLE PURPOSE 2,060

NATIONAL AUDUBON SOCIETY

225 VARICK STREET
NEW YORK,NY06355 		N/A PC SUPPORT CHARITABLE PURPOSE 152,500

NATIONAL MULTIPLE SCLEROSIS

465 WAVERLEY OAKS ROAD SUITE 202
WALTHAM,ME02452 		N/A PC SUPPORT CHARITABLE PURPOSE 530

NEW CANAAN PUBLIC LIBARAY

151 MAIN STREET
NEW CANAAN,CT06840 		N/A PC SUPPORT CHARITABLE PURPOSE 4,000

NEW YORK SOCIETY LIBRARY

53 EAST 79TH STREET
NEW YORK,NY10075 		N/A PC SUPPORT CHARITABLE PURPOSE 6,000

NORFOLK HOSPICETAPPING HOUSE

WHEATFIELDS HILLINGTON
KINGS LYNN,NORFOLKPE31 6BH
UK 		N/A NC SUPPORT CHARITABLE PURPOSE 9,884

OPERATION BABY FOUNDATION

PO BOX 2093
ARLINGTON,VA22202 		N/A PC SUPPORT CHARITABLE PURPOSE 500

PAN MASS CHALLENGE

77 4TH AVENUE
NEEDHAM,MA02494 		N/A PC SUPPORT CHARITABLE PURPOSE 2,053

PAUL TAYLOR DANCE FOUNDATION

551 GRAND STREET
NEW YORK,NY10002 		N/A PC SUPPORT CHARITABLE PURPOSE 110,000

PILOBOLUS

6 KIRBY ROAD - PO BOX 388
WASHINGTON,CT06793 		N/A PC SUPPORT CHARITABLE PURPOSE 3,000

PLANNED PARENTHOOD

570 TAXTER ROAD SUITE 250
ELMSFORD,NY10523 		N/A PC SUPPORT CHARITABLE PURPOSE 51,513

PROJECT MUSIC HEALS US

15 BRIARWOOD DRIVE
GUILFORD,CT06437 		N/A PC SUPPORT CHARITABLE PURPOSE 5,150

READ AHEAD

50 BROAD ST 1720
NEW YORK,NY10004 		N/A PC SUPPORT CHARITABLE PURPOSE 265

SHAKESPEARE PRODUCTIONS

86 MAIN STREET
OTISVILLE,NY10963 		N/A PC SUPPORT CHARITABLE PURPOSE 250

STAMFORD HOSPITAL FOUNDATION

1351 WASHINGTON BLVD STE 202
STAMFORD,CT06902 		N/A PC SUPPORT CHARITABLE PURPOSE 10,000

STANFORD GRADUATE SCHOOL OF BUSINESS

655 KNIGHT WAY
STANFORD,CA94305 		N/A PC SUPPORT CHARITABLE PURPOSE 1,000

STEEP ROCK ASSOCIATION

2 TUNNEL ROAD
WASHINGTON DEPOT,CT06794 		N/A PC SUPPORT CHARITABLE PURPOSE 250

STEM TEACHERS NYC

245 WEST 107TH ST 10B
NEW YORK,NY10025 		N/A PC SUPPORT CHARITABLE PURPOSE 50,000

STEVEN MYRON HOLL FOUNDATION

450 WEST 31ST STREET 11TH FLOOR
NEW YORK,NY10001 		N/A POF SUPPORT CHARITABLE PURPOSE 10,000

STOREFRONT FOR ART AND ARCHITECTURE

97 KENMARE STREET
NEW YORK,NY10012 		N/A PC SUPPORT CHARITABLE PURPOSE 10,000

SUCCES ACADEMY CHARTER SCHOOLS

95 PINE STREET 6TH FLOOR
NEW YORK,NY10005 		N/A PC SUPPORT CHARITABLE PURPOSE 3,000

SUNY IMPACT FOUNDATION

116 EAST 55TH STREET
NEW YORK,NY10022 		N/A PC SUPPORT CHARITABLE PURPOSE 25,000

TEACHERS COLLEGE

525 W 120TH STREET
NEW YORK,NY10027 		N/A PC SUPPORT CHARITABLE PURPOSE 50,000

THE NATURE CONSERVANCY

4245 NORTH FAIRFAX DRIVE SUITE 100
ARLINGTON,VA222031606 		N/A PC SUPPORT CHARITABLE PURPOSE 10,000

TOMORROW'S CHILDRENS FUND

30 PROSPECT AVE
HACKENSACK,NJ07601 		N/A PC SUPPORT CHARITABLE PURPOSE 1,000

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

3451 WALNUT STREET ROOM 305
PHILADELPHIA,PA191046284 		N/A PC SUPPORTS THE MENTORSHIP PROGRAM 105,000

TUFTS UNIVERSITY

419 BOSTON AVE
MEDFORD,MA02155 		N/A PC SUPPORT CHARITABLE PURPOSE 1,500

UNIVERSITY OF HAWAII FOUNDATION

1314 S KING STREET SUITE B
HONOLULU,HI96814 		N/A PC SUPPORT CHARITABLE PURPOSE 100,000

UNIVERSITY OF NC CHAPEL HILL

PO BOX 309
CHAPEL HILL,NC27514 		N/A PC SUPPORT CHARITABLE PURPOSE 5,000

UPENN

3417 SPRUCE STREET
PHILADELPHIA,PA19104 		N/A PC SUPPORT CHARITABLE PURPOSE 1,000

WASHINGTON COMMUNITY FUND INC

PO BOX 1213
WASHINGTON,CT06793 		N/A PC SUPPORT CHARITABLE PURPOSE 250

WASHINGTON FRIENDS OF MUSIC INC

PO BOX 1226
WASHINGTON,CT06793 		N/A PC SUPPORT CHARITABLE PURPOSE 511

WASHINGTON PARK FOUNDATION

PO BOX 142 1 GREEN HILL RD
WASHINGTON DEPOT,CT06794 		N/A PC SUPPORT CHARITABLE PURPOSE 258

WASHINGTON VOLUNTEER FIRE DEPARTMENT INC

109 BEE BROOK RD PO BOX 244
WASHINGTON,CT06794 		N/A PC SUPPORT CHARITABLE PURPOSE 300

WE CARE SOLAR

2140 SHATTUCK AVE SUITE 305
BERKELEY,CA94704 		N/A PC SUPPORT CHARITABLE PURPOSE 2,000

WEILL MEDICAL COLLEGE OF CORNELL UNIVERSITY

525 EAST 68TH STREET
NEW YORK,NY10065 		N/A PC SUPPORT CHARITABLE PURPOSE 200,000

WESTCHESTER LAND TRUST

403 HARRIS ROAD
BEDFORD HILLS,NY10507 		N/A PC SUPPORT CHARITABLE PURPOSE 500

WGBH

ONE GUEST STREET
BOSTON,MA02135 		N/A PC SUPPORT CHARITABLE PURPOSE 150,000

WISDOM OF HEALING SCHOOL

203 PRINCE STRET
NEW YORK,NY10012 		N/A PC SUPPORT CHARITABLE PURPOSE 2,041

WNET

825 EIGHT AVENUE
NEW YORK,NY10019 		N/A PC SUPPORT CHARITABLE PURPOSE 55,000

WSHU RADIO

5151 PARK AVENUE
FAIRFIELD,CT06825 		N/A PC SUPPORT CHARITABLE PURPOSE 300

YALE UNIVERSITY SCHOOL OF ARCHITECTURE

180 YORK STREET
NEW HAVEN,CT06511 		N/A PC SUPPORT CHARITABLE PURPOSE 125,000
Total .................................right arrow 3a 4,637,328
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-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 ........... 		    14 226,756  
4 Dividends and interest from securities ....     14 908,352  
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 .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		523000 -348 18 824,541  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPFIC INCOME 		    01 575,640  
bINCOME (LOSS) FROM PASS THROUGH ENTITIES   195 01 254,705  
cNONDIVIDEND DISTRIBUTIONS     01 52,086  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -153 2,842,080 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,841,927
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2024)
Form 990-PF (2024)
Page 13
Part XVI
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE JAFFE FAMILY FOUNDATION
EIN:
22-2827692
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BOOKKEEPING/TAX PREPARATION 21,400 8,560 0 10,700

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

TY 2024 ExpenditureResponsibilityStmt
Name:
THE JAFFE FAMILY FOUNDATION
EIN:
22-2827692
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
STEVEN MYRON HOLL FOUNDATION
  		450 WEST 31ST STREET 11TH FLOOR
NEW YORK,NY10001 		2024-06-12 10,000 SUPPORT CHARITABLE PURPOSE 10,000 NO ANNUALLY   GRANT WAS FULLY EXPENDED FOR CHARITABLE PURPOSES.
CHARLES & RAY EAMES HOUSE PRESERVATION FOUNDATION INC
  		203 CHAUTAUQUA BOULEVARD
PACIFIC PALISADES,CA90272 		2024-12-20 1,000 SUPPORT CHARITABLE PURPOSE 1,000 NO ANNUALLY   GRANT WAS FULLY EXPENDED FOR CHARITABLE PURPOSES.
FOOD FOR THE NEEDY
  		5055 COLLINS AVE - 12 J/K
MIAMI BEACH,FL33140 		2024-02-08 5,000 SUPPORT CHARITABLE PURPOSE 5,000 NO ANNUALLY   GRANT WAS FULLY EXPENDED FOR CHARITABLE PURPOSES.
NORFOLK HOSPICETAPPING HOUSE
  		WHEATFIELDS HILLINGTON
PE BH,NORFOLKN21 1XP
UK 		2024-12-31 9,884 SUPPORT CHARITABLE PURPOSE 9,884 NO ANNUALLY   GRANT WAS FULLY EXPENDED FOR CHARITABLE PURPOSES.

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE JAFFE FAMILY FOUNDATION
EIN:
22-2827692
Name of Bond End of Year Book Value End of Year Fair Market Value
CORPORATE BONDS 4,626,522 4,626,522

TY 2024 InvestmentsCorpStockSchedule
Name:
THE JAFFE FAMILY FOUNDATION
EIN:
22-2827692
Name of Stock End of Year Book Value End of Year Fair Market Value
EQUITY SECURITIES 41,919,640 41,919,640

TY 2024 InvestmentsOtherSchedule2
Name:
THE JAFFE FAMILY FOUNDATION
EIN:
22-2827692
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ALTERNATIVE INVESTMENTS FMV 4,388,626 4,388,626
PARTNERSHIP INVESTMENTS FMV 1,216,251 1,216,251

TY 2024 LegalFeesSchedule
Name:
THE JAFFE FAMILY FOUNDATION
EIN:
22-2827692
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOUNDATION OPERATION QUESTIONS 34,325 34,325 0 0


TY 2024 OtherExpensesSchedule
Name:
THE JAFFE FAMILY FOUNDATION
EIN:
22-2827692
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER LP EXPENSES 315,782 315,782 0 0
INSURANCE EXPENSE 2,111 0 0 2,111
NYS FILING FEE 1,500 0 0 1,500
BANK CHARGES 949 0 0 949


TY 2024 OtherIncomeSchedule2
Name:
THE JAFFE FAMILY FOUNDATION
EIN:
22-2827692
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PFIC INCOME 575,640 575,640 0
INCOME (LOSS) FROM PASS THROUGH ENTITIES 254,900 255,095 0
NONDIVIDEND DISTRIBUTIONS 52,086 0 0


TY 2024 OtherIncreasesSchedule
Name:
THE JAFFE FAMILY FOUNDATION
EIN:
22-2827692
Description Amount
UNREALIZED GAINS/BOOK ADJUSTMENTS 5,835,765
GRANTS REFUNDED 30,085


TY 2024 OtherProfessionalFeesSchedule
Name:
THE JAFFE FAMILY FOUNDATION
EIN:
22-2827692
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING AND BOOKKEEPING FEE 186,273 93,137 0 93,137
INVESTMENT ADVISORY FEE 253,005 227,705 0 0


TY 2024 TaxesSchedule
Name:
THE JAFFE FAMILY FOUNDATION
EIN:
22-2827692
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 9,941 9,643 0 0