STRATEGY STUDIO / PUBLIC DATA EXPLORER

HABER FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
HABER FOUNDATION (EIN 22-3501508)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-10
IRS object ID
201921309349100522
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-10T07:44:51-07:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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

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
Signature2019-05-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBenjamin BergerPreparerPersonNm
PTINP00236799PTIN
Phone2122211140PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$830,017FMVAssetsEOYAmt
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$152InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$152InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$26,508DividendsRevAndExpnssAmt
Dividends Net Invst Incm$26,508DividendsNetInvstIncmAmt
Total Rev And Expnss$26,660TotalRevAndExpnssAmt
Total Net Invst Incm$26,660TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$795AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$795AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$581TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$275OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$175OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$100OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,651TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$175TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$895TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$42,560ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$42,560ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$44,211TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$175TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$43,455TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$17,551ExcessRevenueOverExpensesAmt
Net Investment Income$26,485NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$43,000SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$25,446SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$25,446SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$111,393CorporateStockBOYAmt
Corporate Stock EOY$111,393CorporateStockEOYAmt
Corporate Stock EOYFMV$804,571CorporateStockEOYFMVAmt
Total Assets BOY$154,393TotalAssetsBOYAmt
Total Assets EOY$136,839TotalAssetsEOYAmt
Total Assets EOYFMV$830,017TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$154,393CapitalStockBOYAmt
Capital Stock EOY$136,839CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$154,393TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$136,839TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$154,393TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$136,839TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$154,393TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$17,551ExcessRevenueOverExpensesAmt
Subtotal$136,842SubtotalAmt
Other Decreases$3OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$136,839TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$46,714AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$795,460NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.05873DistributionYr1Rt
Adjusted Qlfy Distri Yr2$44,295AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$802,607NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.05519DistributionYr2Rt
Adjusted Qlfy Distri Yr3$46,396AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$806,011NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.05756DistributionYr3Rt
Adjusted Qlfy Distri Yr4$41,780AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$818,019NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.05108DistributionYr4Rt
Adjusted Qlfy Distri Yr5$43,218AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$798,099NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.05415DistributionYr5Rt
Total Distribution0.276703TotalDistributionRt
Average Distribution0.055341AverageDistributionRt
Net Vl Noncharitable Assets$799,775NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$44,260AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$265NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$44,525AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$43,455QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$530InvestmentIncomeExciseTaxAmt
Subtotal$530SubtotalAmt
Tax Based On Investment Income$530TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$800EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$800TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$270OverpaymentAmt
Applied To ES Tax$270AppliedToESTaxAmt

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
Form990 T FiledfalseForm990TFiledInd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
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$773,979AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$37,975AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$811,954TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$811,954AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,179CashDeemedCharitableAmt
Net Vl Noncharitable Assets$799,775NetVlNoncharitableAssetsAmt
Minimum Investment Return$39,989MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$39,989MinimumInvestmentReturnAmt
Tax Based On Investment Income$530TaxBasedOnInvestmentIncomeAmt
Total Tax$530TotalTaxAmt
Distributable Before Adj$39,459DistributableBeforeAdjAmt
Distributable Before Ded$39,459DistributableBeforeDedAmt
Distributable As Adjusted$39,459DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$43,455ExpensesAndContributionsAmt
Qualifying Distributions$43,455QualifyingDistributionsAmt
Adjusted Qualifying Distri$43,455AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$39,459DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$4,246ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,897ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$6,550ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$4,666ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$8,103ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$25,462TotalExcessDistributionCyovAmt
Qualifying Distributions$43,455QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$39,459AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,996RemainingDistriFromCorpusAmt
Total Corpus$29,458TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$4,246ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$25,212ExcessDistriCyovToNextYrAmt
Excess From Year4$1,897ExcessFromYear4Amt
Excess From Year3$6,550ExcessFromYear3Amt
Excess From Year2$4,666ExcessFromYear2Amt
Excess From Year1$8,103ExcessFromYear1Amt
Excess From Current Year$3,996ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 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$7,800
VARIOUS CHARITIES
VARIOUSFORT LEENJ07024NONEEXEMPTCHARITABLE$8,260
SWAN LAKE SYNAGOGUE
STANTON CORNER ROADSWAN LAKENY12783NONEEXEMPTCHARITABLE$2,000
MIAMI BEACH JCC
4221 PINE TREE DRIVEMIAMI BEACHFL33140NONEEXEMPTCHARITABLE$14,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$42,560TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$152ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$26,508ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$26,660ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$26,660TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$795Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$795DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescROUNDINGDesc
Amt$3Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
annual fee$175$175
NYS FILING FEE$100$100

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Categoryexcise taxCategoryTxt
Amt$581Amt