The Bernard and Audrey Jaffe Foundation

990PF • Fiscal year 2018 • EIN 91-1409921

Apr 01, 2017 to Mar 31, 2018 • Filed on Aug 13, 2018

Organization Profile

P O Box 1151Bellingham, WA 98227

(360) 671-1500

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.

2018 filings • $500k-$1M nonprofits • Source year 2018

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

20%

Higher net margin than 75% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • $500k-$1M nonprofits • Source year 2018

4.4%

Faster asset growth than 62% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

83%

Faster revenue growth than 91% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / Assets37th percentile

Assets

$546,745

Up $23,148 (+4.4%) from 2017

Net Assets

$546,745

Up $23,148 (+4.4%) from 2017

Liabilities

Flat

Flat from 2017

Revenue And Expenses

Liabilities / Revenue37th percentile Net Margin75th percentile

Revenue

$125,956

Up $57,157 (+83%) from 2017

Expenses

Down

$100,962

Down $267 (-0.3%) from 2017

Net Income

$24,994

Up $57,424 (+177%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

Highlighted filing

2018

Assets$546,745

Liabilities$0

Net Assets$546,745

Open 2018 Filing

Operations Trend

Revenue Growth91st percentile

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

Highlighted filing

2018

Revenue$125,956

Expenses$100,962

Net Income$24,994

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Apr 1, 2017 to Mar 31, 2018
Signed: Aug 13, 2018
Return Version: 2017v2.2

Compensation and Service Providers

Top Officer Pay54th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
MARK PACKER	Secretary	-	$0	-	-
ROBERTA JAFFE	Trustee	-	$0	-	-
JEFFERY JAFFE	President	-	$0	-	-
JOEL JAFFE	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Bernard and Audrey Jaffe Foundation
EIN: 91-1409921
Phone: 3606711500
Address: P O BOX 1151, BELLINGHAM, WA 98227

Signing Officer

Name: Mark Packer
Title: Trustee
Signed: 2018-08-13
Discuss with paid preparer: Yes

Preparer

Firm: Jay Shilhanek Inc Ps
Address: 1015 Dupont St, Bellingham, WA 98225-3111
Preparer: Jay Shilhanek CPA
Phone: 3607335795

Raw XML Appendix339 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.

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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	3	248664
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	6	44910
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	2	AT&T
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	4	RET OF PRIN NUVEEN ENERGY MLP TOTAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	5	RET OF PRIN NUVEEN ENERGY MLP TOTAL
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt	0	1089679
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt	0	1153921
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt	0	1324241
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	100000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	0.772146
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	100000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	100000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	100000
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd	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/MaintainedExpenditureRspnsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd	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/Form990TFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	119 N COMMERCIAL ST 180
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	BELLINGHAM
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	WA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	98225
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	WA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	MARK PACKER
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	3606711500
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	THE FOUNDATION CONTRIBUTES TO PUBLIC CHARITIES ONLY.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	0
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	PROFESSORSHIP IN JEWISH STUDIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	POF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	WESTERN WASH UNIV FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	516 HIGH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	BELLINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	98225
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	100000
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	40991
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	40991
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	54868
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	124167
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	86019
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	113391
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	210718
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	210718
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	437454
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	59009
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	54868
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	124167
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	86019
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	113391
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	100000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	59009
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	648172
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	589163
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	1846
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	PRIOR YEAR EXCISE TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	DUES AND LICENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	85
ReturnHeader/BuildTS	0	2018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	MARK PACKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2018-08-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE BERNARD AND AUDREY JAFFE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	BERN
ReturnHeader/Filer/EIN	0	911409921
ReturnHeader/Filer/PhoneNum	0	3606711500
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	P O BOX 1151
ReturnHeader/Filer/USAddress/CityNm	0	BELLINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	WA
ReturnHeader/Filer/USAddress/ZIPCd	0	98227
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	911922199
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	JAY SHILHANEK INC PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1015 Dupont St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Bellingham
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	982253111
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3607335795
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Jay Shilhanek CPA
ReturnHeader/ReturnTs	0	2018-08-13T11:46:05-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2017-04-01
ReturnHeader/TaxPeriodEndDt	0	2018-03-31
ReturnHeader/TaxYr	0	2017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $546,745
Liabilities: $0
Net assets: $546,745
Revenue: $125,956
Expenses: $100,962
Net income: $24,994

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2019Detailed filing. Detailed filing data is available for this year.	$0.09	$0.00	$0.09	$0.39	$0.84	$0.46
2018Detailed filing. Detailed filing data is available for this year.	$0.55	$0.00	$0.55	$0.13	$0.10	$0.02
2017Detailed filing. Detailed filing data is available for this year.	$0.52	$0.00	$0.52	$0.07	$0.10	$0.03
2016Detailed filing. Detailed filing data is available for this year.	$0.56	$0.00	$0.56	$0.01	$0.17	$0.18
2015Detailed filing. Detailed filing data is available for this year.	$0.74	$0.00	$0.74	$0.08	$0.14	$0.06
2014Detailed filing. Detailed filing data is available for this year.	$0.80	$0.00	$0.80	$0.06	$0.17	$0.12
2013Summary only. Only limited summary data is available for this year.	$0.92	$0.00		$0.09	$0.28	$0.18
2012Summary only. Only limited summary data is available for this year.	$1.10	$0.00		$0.08	$0.25	$0.17
2011Detailed filing. Detailed filing data is available for this year.	$1.28	$0.00	$1.28		$0.45