2020-11-16T13:21:53-06:00 2019-12-31 331197384 ANDERSEN TAX LLC 1177 AVENUE OF THE AMERICAS 18TH FLOOR NEW YORK NY 10036 990PF 2019-01-01 821648087 LUBETZKY FAMILY FOUNDATION LUBE 2126163006 1372 BROADWAY 3RD FLOOR NEW YORK NY 10018 MICHAEL JOHNSTON PRESIDENT 2126163006 2020-11-16 1 DAN DEPAOLI P00371138 6462135100 72.219.107.138 2020-11-16 13:21:16 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 1109F716465C9E70A2A58075F2FAC1DA4FDD0BF6 2019 2021-04-22 16:20:28Z X X 8746592 X X 206937 206937 206937 21222 1650951 21222 0 228159 228159 206937 592476 0 0 592476 329969 0 0 329969 112859 0 0 112859 12261 0 0 12261 68892 10000 0 58892 280177 0 0 280177 2811 2561 0 250 50059 0 0 50059 69858 0 0 69858 1000 0 0 1000 40558 0 0 40558 1560920 12561 0 1548359 25470 25470 1586390 12561 0 1573829 -1358231 215598 206937 274536 341812 341812 6430 7659 7659 5965352 5008843 5556249 3178180 2709058 2837992 0 2880 2880 9424498 8070252 8746592 0 73 0 73 X 0 0 0 0 9424498 8070179 9424498 8070179 9424498 8070252 9424498 -1358231 3912 8070179 0 8070179 9,569.378 SHS VANGUARD TOTAL BOND MARKET ADM 2018-02-02 2019-01-09 100000 100709 -709 -709 1,893.939 SHS VANGUARD TOTAL INT'L STOCK MARKET ADM 2018-02-02 2019-01-09 50000 57305 -7305 -7305 3,107.52 SHS VANGUARD TOTAL STOCK MARKET 2018-02-02 2019-01-09 200000 212026 -12026 -12026 42,939.421 SHS VANGUARD TOTAL BOND MARKET ADM 2018-02-02 470474 452507 17967 17967 6,241.509 SHS VANGUARD TOTAL INT'L STOCK MARKET ADM 2018-02-02 175344 193952 -18608 -18608 8,911.274 SHS VANGUARD TOTAL STOCK MARKET 2018-02-02 655133 613230 41903 41903 21222 -20040 0 776756 9652184 0.080475 262047 1039142 0.252176 0.332651 0.166326 8833775 1469286 2156 1471442 1573829 X 2156 0 2156 0 2156 20571 0 0 20571 X 0 18415 18415 0 0 0 0 0 0 0 0 0 0 0 1 1 DE NY 1 1 0 0 0 1 WWW.LUBETZKYFAMILYFOUNDATION.ORG MICHAEL JOHNSTON 2126163006 1372 BROADWAY 3RD FLOOR NEW YORK NY 10018 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 310000 17812 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 138245 9557 0 KHALED ABOHALIMA 1372 BROADWAY THIRD FLOOR NEW YORK NY 10018 CHIEF INFORMATION OFFICER 40.00 144231 7537 0 MORGAN DICKSON 1372 BROADWAY THIRD FLOOR NEW YORK NY 10018 PEOPLE OPERATIONS MA 40.00 91512 6760 0 ZACHARY SCHAFFER 1372 BROADWAY THIRD FLOOR NEW YORK NY 10018 EXECUTIVE DIRECTOR, 40.00 86731 2389 0 SARAH DECARPENTRIE 1372 BROADWAY THIRD FLOOR NEW YORK NY 10018 CHIEF OF STAFF 40.00 74308 2633 0 0 PATINO ASSOCIATES LLC 1750 TYSONS BLVD STE 1500 MCLEAN VA 22102 EXECUTIVE SEARCH CONSULTANT 71760 ATRIUM STAFFING LLC 625 LIBERTY AVENUE SUITE 200 PITTSBURGH PA 15222 CONSULTING 58767 0 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. 291912 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 155322 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. 105697 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. 92683 0 8495212 473087 0 8968299 0 0 8968299 134524 8833775 441689 X 1573829 0 1573829 2156 1571673 2017-05-23 X 206937 237268 0 0 444205 175896 201678 0 0 377574 1573829 776756 262047 0 2612632 739209 249714 0 0 988923 834620 527042 262047 0 1623709 0 0 294459 321739 21163 0 637361 0 0 0 0 DANIEL LUBETZKY X THE JEWISH MUSEUM 845 THIRD AVENUE 6TH FLOOR NEW YORK NY 10022 PC GENERAL SUPPORT 25000 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 25470 0 14 206937 14 21222 0 228159 0 228159 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 68892 10000 0 58892 VANGUARD TOTAL BOND MARKET INDEX ADMIRAL 2709058 2837992 VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL 3869481 4475864 VANGUARD TOTAL INTL STOCK INDEX ADMIRAL 1139362 1080385 LEGAL FEES 12261 0 0 12261 SECURITY DEPOSIT 0 2880 2880 OFFICE EXPENSES 40558 0 0 40558 PRIOR PERIOD ADJUSTMENT 3912 OTHER CURRENT LIABILITIES 0 73 PROGRAM CONSULTANTS 76396 0 0 76396 IT CONSULTANT 29700 0 0 29700 STRATEGIC CONSULTANT 79552 0 0 79552 RECRUITMENT / SEARCH CONSULTANTS 92250 0 0 92250 PAYROLL SERVICES 2279 0 0 2279 FOREIGN TAX PAID 2561 2561 0 0 NEW YORK TAX PAYMENTS 250 0 0 250