STRATEGY STUDIO / PUBLIC DATA EXPLORER

HABER FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
HABER FOUNDATION (EIN 22-3501508)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-06-03
IRS object ID
202001559349100610
Schema version
2019v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-06-03T10:17:25-07:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133358774PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Bernath & Rosenberg PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11430 Broadway 7th FloorAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100183308ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223501508EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HABER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHABEBusinessNameControlTxt
Phone2122211140PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11600 PARKER AVENUE APT 26HAddressLine1Txt
CityFOR LEECityNm
State AbbreviationNJStateAbbreviationCd
ZIP07024ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSAMUEL HABERPersonNm
Person TitleTrusteePersonTitleTxt
Phone2122211140PhoneNum
Signature2020-06-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBenjamin BergerPreparerPersonNm
PTINP00236799PTIN
Phone2122211140PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$954,337FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$96InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$96InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$26,987DividendsRevAndExpnssAmt
Dividends Net Invst Incm$26,987DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$23,260NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$26,538GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$23,260CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$50,343TotalRevAndExpnssAmt
Total Net Invst Incm$50,343TotalNetInvstIncmAmt
Taxes Rev And Expnss$530TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$124OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$24OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$100OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$654TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$24TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$100TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$36,918ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$36,918ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$37,572TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$24TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$37,018TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$12,771ExcessRevenueOverExpensesAmt
Net Investment Income$50,319NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$25,446SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$41,505SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$41,505SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$111,393CorporateStockBOYAmt
Corporate Stock EOY$108,105CorporateStockEOYAmt
Corporate Stock EOYFMV$912,832CorporateStockEOYFMVAmt
Total Assets BOY$136,839TotalAssetsBOYAmt
Total Assets EOY$149,610TotalAssetsEOYAmt
Total Assets EOYFMV$954,337TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$136,839CapitalStockBOYAmt
Capital Stock EOY$149,610CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$136,839TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$149,610TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$136,839TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$149,610TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$136,839TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$12,771ExcessRevenueOverExpensesAmt
Subtotal$149,610SubtotalAmt
Tot Net Ast Or Fund Balances EOY$149,610TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property500 SHARES COCAPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2019-01-01AcquiredDt
Sold2019-10-22SoldDt
Gross Sales Price$26,538GrossSalesPriceAmt
Cost Or Other Basis$3,278CostOrOtherBasisAmt
Gain Or Loss$23,260GainOrLossAmt
Gains Minus Excess Or Losses$23,260GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$23,260CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$23,260NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$43,455AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$799,775NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.05433DistributionYr1Rt
Adjusted Qlfy Distri Yr2$46,714AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$795,460NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.05873DistributionYr2Rt
Adjusted Qlfy Distri Yr3$44,295AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$802,607NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.05519DistributionYr3Rt
Adjusted Qlfy Distri Yr4$46,396AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$806,011NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.05756DistributionYr4Rt
Adjusted Qlfy Distri Yr5$41,780AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$818,019NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.05108DistributionYr5Rt
Total Distribution0.276886TotalDistributionRt
Average Distribution0.055377AverageDistributionRt
Net Vl Noncharitable Assets$914,699NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$50,653AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$503NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$51,156AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$37,018QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,006InvestmentIncomeExciseTaxAmt
Subtotal$1,006SubtotalAmt
Tax Based On Investment Income$1,006TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$800EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$800TotalPaymentsAndCreditsAmt
Tax Due$206TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2013634815PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11600 PARKER AVEAddressLine1Txt
CityFORT LEECityNm
State AbbreviationNJStateAbbreviationCd
ZIP07024ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonSAMUEL HABERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11600 PARKER AVE APT 26HAddressLine1Txt
CityFORT LEECityNm
State AbbreviationNJStateAbbreviationCd
ZIP07024ZIPCd
FieldValueIRS element (for citing)
TitleTrusteeTitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$897,183AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$31,445AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$928,628TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$928,628AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,929CashDeemedCharitableAmt
Net Vl Noncharitable Assets$914,699NetVlNoncharitableAssetsAmt
Minimum Investment Return$45,735MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$45,735MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,006TaxBasedOnInvestmentIncomeAmt
Total Tax$1,006TotalTaxAmt
Distributable Before Adj$44,729DistributableBeforeAdjAmt
Distributable Before Ded$44,729DistributableBeforeDedAmt
Distributable As Adjusted$44,729DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$37,018ExpensesAndContributionsAmt
Qualifying Distributions$37,018QualifyingDistributionsAmt
Adjusted Qualifying Distri$37,018AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$44,729DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$1,897ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$6,550ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$4,666ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$8,103ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,996ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$25,212TotalExcessDistributionCyovAmt
Qualifying Distributions$37,018QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$37,018AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$7,711ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$7,711ExcessDistributionCyovAppCYAmt
Total Corpus$17,501TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$17,501ExcessDistriCyovToNextYrAmt
Excess From Year4$736ExcessFromYear4Amt
Excess From Year3$4,666ExcessFromYear3Amt
Excess From Year2$8,103ExcessFromYear2Amt
Excess From Year1$3,996ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MEMORIAL SLOAN KETTERING
1275 YORK AVENEW YORKNY10065NONEEXEMPTCHARITABLE$10,000
YOUNG ISRAEL OF FORT LEE
305 WESTVIEW AVEFORT LEENJ07024NONEEXEMPTCHARITABLE$7,500
VARIOUS CHARITIES
VARIOUSFORT LEENJ07024NONEEXEMPTCHARITABLE$6,668
SWAN LAKE SYNAGOGUE
STANTON CORNER ROADSWAN LAKENY12783NONEEXEMPTCHARITABLE$250
MIAMI BEACH JCC
4221 PINE TREE DRIVEMIAMI BEACHFL33140NONEEXEMPTCHARITABLE$7,500
SOFIA'S HOPE
10106 SW 126 STREETMIAMIFL33176NONEEXEMPTCHARITABLE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$36,918TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$96ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$26,987ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$23,260ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$50,343ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$50,343TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
annual fee$24$24
NYS FILING FEE$100$100

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Categoryexcise taxCategoryTxt
Amt$530Amt