Ajg Foundation

990PF • Fiscal year 2014 • EIN 20-8304634

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 04, 2015

Organization Profile

C/O Addie Guttag575 Park Ave1603New York, NY 10065

(212) 485-5500

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • $5M-$10M nonprofits • Source year 2014

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

1190%

Higher net margin than 100% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Higher top officer pay than 26% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

-7.3%

Faster asset growth than 11% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets20th percentile

Assets

Down

$9,674,791

Down $756,376 (-7.3%) from 2013

Net Assets

Down

$9,674,791

Down $756,376 (-7.3%) from 2013

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / RevenueScore unavailable Net Margin100th percentile

Revenue

Down

-$63,559

Down $125,400 (-203%) from 2013

Expenses

Down

$692,817

Down $8,648 (-1.2%) from 2013

Net Income

Down

-$756,376

Down $116,752 (-18%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2014

Assets$9,674,791

Liabilities$0

Net Assets$9,674,791

Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2014

Revenue-$63,559

Expenses$692,817

Net Income-$756,376

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2014 to Dec 31, 2014
Signed: Nov 4, 2015
Return Version: 2014v5.0

Compensation and Service Providers

Top Officer Pay26th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
ADDIE J GUTTAG	President	PT	$0	-	-

Filing and Contact Details

Filer

Filer Name: Ajg Foundation
EIN: 20-8304634
In Care Of: % ADDIE J GUTTAG
Phone: 2124855500
Address: C/O ADDIE GUTTAG575 PARK AVE1603, NEW YORK, NY 10065

Signing Officer

Name: Addie Guttag
Title: President
Phone: 2124855500
Signed: 2015-11-04
Discuss with paid preparer: Yes

Preparer

Firm: Marcum Llp
Address: 750 THIRD AVENUE, NEW YORK, NY 10017
Preparer: Janis L Cowhey
Phone: 2124855500

Raw XML Appendix344 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
AccountingFeesSchedule/AccountingFeesDetail/Amt	0	10000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	5000
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	5000
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc	0	NONE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	196190
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	1	513436
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	2	269768
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	3	987243
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	462774
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	1	500350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	2	268089
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	3	1121043
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	GE - 18,148 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	1	INT DURATION PORT-36,954 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	2	SHORT DURATION PORT-22,852 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	3	STATE STREET - SEE ATTACHED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	1313653
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	1	1554644
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	2	1451508
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	3	869691
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	4	0
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	5	2250000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	SUMMIT ROCK PRIVATE EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	1	SUMMIT ROCK HEDGED EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	2	SUMMIT ROCK DIVERSIFIED STRTGI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	3	SUMMIT ROCK STRATEGIC FI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	4	SUMMIT ROCK NATURAL RESOURCES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	5	SUMMIT ROCK SELECT EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	1716883
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	1	1801748
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	2	1892743
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	3	1442951
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	4	0
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	5	3440751
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	67621
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	-131295
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	115
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	-63559
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	-63559
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt	0	5000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt	0	5000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	10000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	632025
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	632025
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	67621
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	67621
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-756376
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	788010
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	115
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	115
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	-131295
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	19281
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt	0	4207
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt	0	41008
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	45215
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	2447
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	2447
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	644362
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	48455
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	692817
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	67736
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	-63559
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	12337
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	48455
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	60792
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt	0	3130
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt	0	3130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	99610
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	54193
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	2	632946
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	3	132556
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	3229
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	3995
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	2	-11939
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	3	-132556
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	4	5976
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	3229
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	3995
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	2	-11939
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	102839
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	1	58188
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	2	621007
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	2	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	3	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	STATE ST #0009 S/T COVERED-PER ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	STATE ST #0009 L/T COVERED PER ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	SANFORD BERNSTEIN #0884 LONGTERM NONCOVERED TRANSACTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	3	NATURAL RESOURCES - LOSS ON DISPOSAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	4	CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	-131295
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-756376
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	9674791
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	10431167
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	9674791
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	635893
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	635893
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	635893
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	636086
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	193
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	193
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	1680
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd	0	X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	1873
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	193
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt	0	1680
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	193
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	193
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	1873
IRS990PF/FMVAssetsEOYAmt	0	12915990
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	10431167
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	9674791
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	25372
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	17839
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	17839
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	2190665
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	1966637
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	2352256
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt	0	76239
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt	0	94795
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt	0	94795
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	7644045
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	7439496
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	10295076
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	494846
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	156024
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	156024
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	10431167
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	9674791
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	12915990
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	10431167
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	9674791
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	10431167
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IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	12915452
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	466856
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	12448596
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	193732
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	636086
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	12721720
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	12915452
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	5.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	ADDIE J GUTTAG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	C/O ADDIE GUTTAG575 PARK AVE1603
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	10065
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt	0	564488
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt	0	564681
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt	0	687605
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt	0	605833
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt	0	476804
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt	0	474918
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt	0	379612
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt	0	0.044372
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt	0	0.056005
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt	0	0.051534
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt	0	0.038961
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt	0	0.040084
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt	0	0.035276
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd	0	false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt	0	193
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt	0	12721720
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt	0	12277578
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt	0	11756015
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt	0	12237828
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt	0	11848091
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt	0	10761271
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	644362
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	0.22186
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	644169
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	644362
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt	0	193
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	644362
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt	0	0
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	575 PARK AVENUE 1603
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	10065
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	DE
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	1	NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	ADDIE J GUTTAG
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	2124855500
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	ADDIE GUTTAG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	632025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	ORGANIZATION'S CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	750 THIRD AVE 11TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	10017
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	632025
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	131824
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	512538
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	635893
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2010
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	644362
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	504069
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	512538
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	936
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	1	75303
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	1	DUE FROM SUMMIT ROCK
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	412
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	1	94383
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	412
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	1	94383
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	OTHER BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	OPERATIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	4	OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	974
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	675
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	3	107
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	4	2451
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	41008
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	41008
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	974
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	675
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	107
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	4	2451
TaxesSchedule/TaxesDetail/Amt	0	2447
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	2447
ReturnHeader/BuildTS	0	2016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	ADDIE GUTTAG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2124855500
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	AJG FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	AJGF
ReturnHeader/Filer/EIN	0	208304634
ReturnHeader/Filer/InCareOfNm	0	% ADDIE J GUTTAG
ReturnHeader/Filer/PhoneNum	0	2124855500
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	C/O ADDIE GUTTAG575 PARK AVE1603
ReturnHeader/Filer/USAddress/CityNm	0	NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NY
ReturnHeader/Filer/USAddress/ZIPCd	0	10065
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	MARCUM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	750 THIRD AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	10017
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2124855500
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2015-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JANIS L COWHEY
ReturnHeader/ReturnTs	0	2015-11-12T13:36:58-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2014-01-01
ReturnHeader/TaxPeriodEndDt	0	2014-12-31
ReturnHeader/TaxYr	0	2014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $9,674,791
Liabilities: $0
Net assets: $9,674,791
Revenue: -$63,559
Expenses: $692,817
Net income: -$756,376

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2020Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.37	$7.47	$7.11
2019Detailed filing. Detailed filing data is available for this year.	$7.33	$0.00	$7.33	$0.45	$0.80	$0.36
2015Summary only. Only limited summary data is available for this year.	$9.16	$0.00		$0.09	$0.60	$0.51
2014Detailed filing. Detailed filing data is available for this year.	$9.67	$0.00	$9.67	$0.06	$0.69	$0.76
2013Detailed filing. Detailed filing data is available for this year.	$10.4	$0.00	$10.4	$0.06	$0.70	$0.64
2012Summary only. Only limited summary data is available for this year.	$11.2	$0.11		$0.47	$0.62	$1.08
2011Summary only. Only limited summary data is available for this year.	$12.2	$0.05		$0.17	$0.51	$0.34