STRATEGY STUDIO / PUBLIC DATA EXPLORER

HABER FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
HABER FOUNDATION (EIN 22-3501508)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-09
IRS object ID
201711299349100721
Schema version
2016v3.0
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)
Return2017-05-09T11:32:57-07:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-05-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBenjamin BergerPreparerPersonNm
PTINP00236799PTIN
Phone2122211140PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$766,818FMVAssetsEOYAmt
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$7InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$25,189DividendsRevAndExpnssAmt
Dividends Net Invst Incm$25,189DividendsNetInvstIncmAmt
Total Rev And Expnss$25,196TotalRevAndExpnssAmt
Total Net Invst Incm$25,196TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$795AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$795AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$250OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$150OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$100OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,045TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$150TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$895TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$43,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$43,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$44,445TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$150TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$44,295TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$19,249ExcessRevenueOverExpensesAmt
Net Investment Income$25,046NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$40,119SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$20,870SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$20,870SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$123,313CorporateStockBOYAmt
Corporate Stock EOY$123,313CorporateStockEOYAmt
Corporate Stock EOYFMV$745,948CorporateStockEOYFMVAmt
Total Assets BOY$163,432TotalAssetsBOYAmt
Total Assets EOY$144,183TotalAssetsEOYAmt
Total Assets EOYFMV$766,818TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$163,432CapitalStockBOYAmt
Capital Stock EOY$144,183CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$163,432TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$144,183TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$163,432TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$144,183TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$163,432TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$19,249ExcessRevenueOverExpensesAmt
Subtotal$144,183SubtotalAmt
Tot Net Ast Or Fund Balances EOY$144,183TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$46,396AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$806,011NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.05756DistributionYr1Rt
Adjusted Qlfy Distri Yr2$41,780AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$818,019NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.05108DistributionYr2Rt
Adjusted Qlfy Distri Yr3$43,218AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$798,099NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.05415DistributionYr3Rt
Adjusted Qlfy Distri Yr4$51,143AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$762,504NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.06707DistributionYr4Rt
Adjusted Qlfy Distri Yr5$52,968AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$753,835NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.07027DistributionYr5Rt
Total Distribution0.300125TotalDistributionRt
Average Distribution0.060025AverageDistributionRt
Net Vl Noncharitable Assets$802,607NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$48,176AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$250NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$48,426AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$44,295QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$501InvestmentIncomeExciseTaxAmt
Subtotal$501SubtotalAmt
Tax Based On Investment Income$501TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$723EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$723TotalPaymentsAndCreditsAmt
Overpayment$222OverpaymentAmt
Applied To ES Tax$222AppliedToESTaxAmt

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

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$781,918AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$32,911AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$814,829TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$814,829AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,222CashDeemedCharitableAmt
Net Vl Noncharitable Assets$802,607NetVlNoncharitableAssetsAmt
Minimum Investment Return$40,130MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$40,130MinimumInvestmentReturnAmt
Tax Based On Investment Income$501TaxBasedOnInvestmentIncomeAmt
Total Tax$501TotalTaxAmt
Distributable Before Adj$39,629DistributableBeforeAdjAmt
Distributable Before Ded$39,629DistributableBeforeDedAmt
Distributable As Adjusted$39,629DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$44,295ExpensesAndContributionsAmt
Qualifying Distributions$44,295QualifyingDistributionsAmt
Adjusted Qualifying Distri$44,295AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$39,629DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$16,712ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$13,406ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$4,246ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,897ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,550ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$42,811TotalExcessDistributionCyovAmt
Qualifying Distributions$44,295QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$39,629AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,666RemainingDistriFromCorpusAmt
Total Corpus$47,477TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$16,712ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$30,765ExcessDistriCyovToNextYrAmt
Excess From Year4$13,406ExcessFromYear4Amt
Excess From Year3$4,246ExcessFromYear3Amt
Excess From Year2$1,897ExcessFromYear2Amt
Excess From Year1$6,550ExcessFromYear1Amt
Excess From Current Year$4,666ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 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$8,250
VARIOUS CHARITIES
VARIOUSFORT LEENJ07024NONEEXEMPTCHARITABLE$6,150
SWAN LAKE SYNAGOGUE
STANTON CORNER ROADSWAN LAKENY12783NONEEXEMPTCHARITABLE$5,000
MIAMI BEACH JCC
4221 PINE TREE DRIVEMIAMI BEACHFL33140NONEEXEMPTCHARITABLE$2,000
LAGOND MUSIC SCHOOL INC
9 HAVEN ST 1ELMSFORDNY10523NONEEXEMPTCHARITABLE$1,000
OHR SAMEACH
1399 CONEY ISLAND AVEBROOKLYNNY11230NONEEXEMPTCHARITABLE$11,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$43,400TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$25,189ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$25,196ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$25,196TotalIncomeProducingActyAmt

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 Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
annual fee$150$150
NYS FILING FEE$100$100