LUBETZKY FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LUBETZKY FAMILY FOUNDATION (EIN 82-1648087)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202003219349103835
- Schema version
- 2019v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T13:21:53-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1177 AVENUE OF THE AMERICAS 18TH | AddressLine1Txt |
| Address Line2 | FLOOR | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 821648087 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUBETZKY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUBE | BusinessNameControlTxt |
| Phone | 2126163006 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1372 BROADWAY 3RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL JOHNSTON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126163006 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAN DEPAOLI | PreparerPersonNm |
| PTIN | P00371138 | PTIN |
| Phone | 6462135100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.219.107.138 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 13:21:16 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1109F716465C9E70A2A58075F2FAC1DA4FDD0BF6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,746,592 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $206,937 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $206,937 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $206,937 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,222 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,650,951 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,222 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $228,159 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $228,159 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $206,937 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $592,476 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $592,476 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $329,969 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $329,969 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $112,859 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $112,859 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,261 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $12,261 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $68,892 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $58,892 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $280,177 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $280,177 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,811 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,561 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $250 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $50,059 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $50,059 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $69,858 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $69,858 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,000 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,000 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $40,558 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $40,558 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,560,920 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,561 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,548,359 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,470 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,470 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,586,390 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,561 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,573,829 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,358,231 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $215,598 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $206,937 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $274,536 | CashBOYAmt |
| Cash EOY | $341,812 | CashEOYAmt |
| Cash EOYFMV | $341,812 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,430 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,659 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,659 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,965,352 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,008,843 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,556,249 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,178,180 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,709,058 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,837,992 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,880 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,880 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,424,498 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,070,252 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,746,592 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $73 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $73 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $9,424,498 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,070,179 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,424,498 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,070,179 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,424,498 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,070,252 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,424,498 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,358,231 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,912 | OtherIncreasesAmt |
| Subtotal | $8,070,179 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,070,179 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 9,569.378 SHS VANGUARD TOTAL BOND MARKET ADM | 2018-02-02 | 2019-01-09 | $100,000 | $100,709 | -$709 | -$709 |
| 1,893.939 SHS VANGUARD TOTAL INT'L STOCK MARKET ADM | 2018-02-02 | 2019-01-09 | $50,000 | $57,305 | -$7,305 | -$7,305 |
| 3,107.52 SHS VANGUARD TOTAL STOCK MARKET | 2018-02-02 | 2019-01-09 | $200,000 | $212,026 | -$12,026 | -$12,026 |
| 42,939.421 SHS VANGUARD TOTAL BOND MARKET ADM | 2018-02-02 | $470,474 | $452,507 | $17,967 | $17,967 | |
| 6,241.509 SHS VANGUARD TOTAL INT'L STOCK MARKET ADM | 2018-02-02 | $175,344 | $193,952 | -$18,608 | -$18,608 | |
| 8,911.274 SHS VANGUARD TOTAL STOCK MARKET | 2018-02-02 | $655,133 | $613,230 | $41,903 | $41,903 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,222 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$20,040 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $776,756 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,652,184 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.080475 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $262,047 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,039,142 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.252176 | DistributionYr2Rt |
| Total Distribution | 0.332651 | TotalDistributionRt |
| Average Distribution | 0.166326 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,833,775 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,469,286 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,156 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,471,442 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,573,829 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,156 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,156 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,156 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,571 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,571 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $18,415 | OverpaymentAmt |
| Applied To ES Tax | $18,415 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.LUBETZKYFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | MICHAEL JOHNSTON | IndividualWithBooksNm |
| Phone | 2126163006 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1372 BROADWAY 3RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DANIEL LUBETZKY | ||||||||
| 1372 BROADWAY THIRD FLOOR | NEW YORK | NY | 10018 | CHAIR/DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHELLE LUBETZKY | ||||||||
| 1372 BROADWAY THIRD FLOOR | NEW YORK | NY | 10018 | VICE CHAIR/DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEFFREY SOLOMON | ||||||||
| 1372 BROADWAY THIRD FLOOR | NEW YORK | NY | 10018 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHAEL JOHNSTON | ||||||||
| 1372 BROADWAY THIRD FLOOR | NEW YORK | NY | 10018 | PRESIDENT | 40.00 | $310,000 | $17,812 | $0 |
| JULIANNA COHEN | ||||||||
| 1372 BROADWAY THIRD FLOOR | NEW YORK | NY | 10018 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| KAREN MCSHERRY | ||||||||
| 1372 BROADWAY THIRD FLOOR | NEW YORK | NY | 10018 | CONTROLLER | 40.00 | $138,245 | $9,557 | $0 |
| KHALED ABOHALIMA | ||||||||
| 1372 BROADWAY THIRD FLOOR | NEW YORK | NY | 10018 | CHIEF INFORMATION OFFICER | 40.00 | $144,231 | $7,537 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MORGAN DICKSON | ||||||||
| 1372 BROADWAY THIRD FLOOR | NEW YORK | NY | 10018 | PEOPLE OPERATIONS MA | 40.00 | $91,512 | $6,760 | $0 |
| ZACHARY SCHAFFER | ||||||||
| 1372 BROADWAY THIRD FLOOR | NEW YORK | NY | 10018 | EXECUTIVE DIRECTOR, | 40.00 | $86,731 | $2,389 | $0 |
| SARAH DECARPENTRIE | ||||||||
| 1372 BROADWAY THIRD FLOOR | NEW YORK | NY | 10018 | CHIEF OF STAFF | 40.00 | $74,308 | $2,633 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PATINO ASSOCIATES LLC | |||||
| 1750 TYSONS BLVD STE 1500 | MCLEAN | VA | 22102 | EXECUTIVE SEARCH CONSULTANT | $71,760 |
| ATRIUM STAFFING LLC | |||||
| 625 LIBERTY AVENUE SUITE 200 | PITTSBURGH | PA | 15222 | CONSULTING | $58,767 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE OATH/DEMOCRACY PROJECT - THE FOUNDATION IS FOCUSING ON DEVELOPING INITIATIVES THAT WILL ADVANCE LIBERAL-DEMOCRATIC VALUES, INCLUDING FREE SPEECH, THE RULE OF LAW, BASIC HUMAN RIGHTS AND A FREE AND INDEPENDENT PRESS. DURING THE YEAR, THE FOUNDATION LAUNCHED THE OATH PROJECT WHICH SOUGHT TO BRING PEOPLE TOGETHER TO DISCUSS DEMOCRACY ISSUES AND IDENTIFY WHAT UNITES US AND WHAT WE CAN AGREE ON TO HELP TO BRIDGE THE DIVIDE IN U.S. SOCIETY AND ADVANCE LIBERAL DEMOCRATIC VALUES. DURING THE YEAR, ADMINISTRATIVE EXPENSES WERE INCURRED RESEARCHING DEMOCRACY INITIATIVES IN THE U.S., ATTENDING CONFERENCES AND IDENTIFYING INDIVIDUALS AND GROUPS TO POTENTIALLY CREATE A MOVEMENT OF PEOPLE TO SUPPORT AND PROMOTE DEMOCRATIC PRINCIPLES. | Description1Txt |
| Expenses1 | $291,912 | Expenses1Amt |
| Description2 | ISRAELI DEMOCRACY PROJECT - DURING THE YEAR, THE FOUNDATION SOUGHT TO EDUCATE ISRAELI CITIZENS ON A FREE AND FAIR DEMOCRATIC SYSTEM IN ISRAEL, INCLUDING THE RULE OF LAW AND FREE AND FAIR ELECTIONS. EXPENSES WERE INCURRED IN DEVELOPING A STRATEGY AND COALITION OF NON-PARTISAN GROUPS AND INDIVIDUALS TO SPEAK ON THE IMPORTANCE OF DEMOCRATIC VALUES | Description2Txt |
| Expenses2 | $155,322 | Expenses2Amt |
| Description3 | ALLIANCE OF JEWISH VALUES - THE FOUNDATION IS FOCUSING ON DEVELOPING INITIATIVES THAT WILL UNITE AND STRENGTHEN THE JEWISH COMMUNITY BY PROMOTING KEY JEWISH VALUES OF KINDNESS, RESPECT, HUMAN DECENCY, JUSTICE AND REPAIRING THE WORLD. DURING THE YEAR, THE FOUNDATION INCURRED EXPENSES RESEARCHING INITIATIVES AND IDENTIFYING INDIVIDUALS THAT WOULD COME TOGETHER TO BUILD A COALITION IN THE JEWISH COMMUNITY THAT WOULD WORK TOWARDS BRIDGING THE DIVIDES THROUGH EMBRACING THE VALUES AND IDEALS AS A FAITH COMMUNITY. | Description3Txt |
| Expenses3 | $105,697 | Expenses3Amt |
| Description4 | CYJP - DURING THE YEAR, THE FOUNDATION PROVIDED THE USE OF ITS EMPLOYEES AND EXPERTISE TO THE COUNCIL OF YOUNG JEWISH PRESIDENTS (CYJP) TO BUILD LEADERSHIP WITHIN THE JEWISH COMMUNITY AND TO ENCOURAGE CIVIL DISCOURSE TO UNITE AND STRENGTHEN COMMUNITIES. | Description4Txt |
| Expenses4 | $92,683 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,495,212 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $473,087 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,968,299 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,968,299 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $134,524 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,833,775 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $441,689 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,573,829 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,573,829 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,156 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,571,673 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2017-05-23 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $206,937 | CurrentYearAmt |
| Year1 | $237,268 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $444,205 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $175,896 | CurrentYearAmt |
| Year1 | $201,678 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $377,574 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,573,829 | CurrentYearAmt |
| Year1 | $776,756 | Year1Amt |
| Year2 | $262,047 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $2,612,632 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $739,209 | CurrentYearAmt |
| Year1 | $249,714 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $988,923 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $834,620 | CurrentYearAmt |
| Year1 | $527,042 | Year1Amt |
| Year2 | $262,047 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $1,623,709 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $294,459 | CurrentYearAmt |
| Year1 | $321,739 | Year1Amt |
| Year2 | $21,163 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $637,361 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DANIEL LUBETZKY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| THE JEWISH MUSEUM | ||||||
| 845 THIRD AVENUE 6TH FLOOR | NEW YORK | NY | 10022 | PC | GENERAL SUPPORT | $25,000 |
| NATIONAL KIDNEY FOUNDATION | ||||||
| 30 EAST 33RD STREET | NEW YORK | NY | 10016 | PC | GENERAL SUPPORT | $250 |
| BROADWAY CARESEQUITY FIGHTS AID INC | ||||||
| 165 WEST 46TH STREET SUITE 1300 | NEW YORK | NY | 10036 | PC | GENERAL SUPPORT | $220 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,470 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $206,937 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,222 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $228,159 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $228,159 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $68,892 | Amt |
| Net Investment Income | $10,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $58,892 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VANGUARD TOTAL BOND MARKET INDEX ADMIRAL | BondNm |
| EOY Book Value | $2,709,058 | EOYBookValueAmt |
| EOYFMV | $2,837,992 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL | $3,869,481 | $4,475,864 |
| VANGUARD TOTAL INTL STOCK INDEX ADMIRAL | $1,139,362 | $1,080,385 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $12,261 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $12,261 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $2,880 | EOYBookValueAmt |
| EOYFMV | $2,880 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSES | Desc |
| Revenue And Expenses Per Books | $40,558 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $40,558 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $3,912 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER CURRENT LIABILITIES | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $73 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROGRAM CONSULTANTS | $76,396 | $0 | $0 | $76,396 |
| IT CONSULTANT | $29,700 | $0 | $0 | $29,700 |
| STRATEGIC CONSULTANT | $79,552 | $0 | $0 | $79,552 |
| RECRUITMENT / SEARCH CONSULTANTS | $92,250 | $0 | $0 | $92,250 |
| PAYROLL SERVICES | $2,279 | $0 | $0 | $2,279 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX PAID | $2,561 | $2,561 | $0 | $0 |
| NEW YORK TAX PAYMENTS | $250 | $0 | $0 | $250 |