STRATEGY STUDIO / PUBLIC DATA EXPLORER

HABER FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
HABER FOUNDATION (EIN 22-3501508)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-02
IRS object ID
201523069349100202
Schema version
2014v5.0
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)
Return2015-11-02T06:11:51-08:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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 Line1P O BOX 140125AddressLine1Txt
CitySTATEN ISLANDCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10314ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSAMUEL HABERPersonNm
Person TitleTrusteePersonTitleTxt
Signature2015-11-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBenjamin BergerPreparerPersonNm
PTINP00236799PTIN
Phone2122211140PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$859,217FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$21,549DividendsRevAndExpnssAmt
Dividends Net Invst Incm$21,549DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$29,505NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$41,425GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$29,505CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$51,054TotalRevAndExpnssAmt
Total Net Invst Incm$51,054TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,600AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$3,600AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$933TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$250OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$150OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$100OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,783TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$150TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,700TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$38,080ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$38,080ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$42,863TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$150TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$41,780TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$8,191ExcessRevenueOverExpensesAmt
Net Investment Income$50,904NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$44,630SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$64,741SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$64,741SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$102,176CorporateStockBOYAmt
Corporate Stock EOY$90,256CorporateStockEOYAmt
Corporate Stock EOYFMV$794,476CorporateStockEOYFMVAmt
Total Assets BOY$146,806TotalAssetsBOYAmt
Total Assets EOY$154,997TotalAssetsEOYAmt
Total Assets EOYFMV$859,217TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$146,806CapitalStockBOYAmt
Capital Stock EOY$154,997CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$146,806TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$154,997TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$146,806TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$154,997TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$146,806TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$8,191ExcessRevenueOverExpensesAmt
Subtotal$154,997SubtotalAmt
Tot Net Ast Or Fund Balances EOY$154,997TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$29,505CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$43,218AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$798,099NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.05415DistributionYr1Rt
Adjusted Qlfy Distri Yr2$51,143AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$762,504NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.06707DistributionYr2Rt
Adjusted Qlfy Distri Yr3$52,968AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$753,835NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.07027DistributionYr3Rt
Adjusted Qlfy Distri Yr4$51,714AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$640,901NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.08069DistributionYr4Rt
Adjusted Qlfy Distri Yr5$46,718AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$578,632NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.08074DistributionYr5Rt
Total Distribution0.35292TotalDistributionRt
Average Distribution0.07058AverageDistributionRt
Net Vl Noncharitable Assets$818,019NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$57,738AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$509NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$58,247AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$41,780QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,018InvestmentIncomeExciseTaxAmt
Subtotal$1,018SubtotalAmt
Tax Based On Investment Income$1,018TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,200EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,200TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$4EsPenaltyAmt
Overpayment$1,178OverpaymentAmt
Applied To ES Tax$1,178AppliedToESTaxAmt

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 Line1PO BOX 140125AddressLine1Txt
CitySTATEN ISLANDCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10314ZIPCd
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 Line1PO BOX 140125AddressLine1Txt
CitySTATEN ISLANDCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10314ZIPCd
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$780,161AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$50,315AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$830,476TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$830,476AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,457CashDeemedCharitableAmt
Net Vl Noncharitable Assets$818,019NetVlNoncharitableAssetsAmt
Minimum Investment Return$40,901MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$40,901MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,018TaxBasedOnInvestmentIncomeAmt
Total Tax$1,018TotalTaxAmt
Distributable Before Adj$39,883DistributableBeforeAdjAmt
Distributable Before Ded$39,883DistributableBeforeDedAmt
Distributable As Adjusted$39,883DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$41,780ExpensesAndContributionsAmt
Qualifying Distributions$41,780QualifyingDistributionsAmt
Adjusted Qualifying Distri$41,780AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$39,883DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$18,897ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$20,011ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$16,712ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$13,406ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$4,246ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$73,272TotalExcessDistributionCyovAmt
Qualifying Distributions$41,780QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$39,883AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,897RemainingDistriFromCorpusAmt
Total Corpus$75,169TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$18,897ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$56,272ExcessDistriCyovToNextYrAmt
Excess From Year4$20,011ExcessFromYear4Amt
Excess From Year3$16,712ExcessFromYear3Amt
Excess From Year2$13,406ExcessFromYear2Amt
Excess From Year1$4,246ExcessFromYear1Amt
Excess From Current Year$1,897ExcessFromCurrentYearAmt

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$8,100
VARIOUS CHARITIES
VARIOUSNEW YORKNY11210NONEEXEMPTCHARITABLE$9,980
MESIVTA KESSER YISROEL
240 WOODWARD AVESTATEN ISLANDNY10314NONEEXEMPTCHARITABLE$5,000
SWAN LAKE SYNAGOGUE
STANTON CORNER ROADSWAN LAKENY12783NONEEXEMPTCHARITABLE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$38,080TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21,549ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$29,505ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$51,054ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$51,054TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,600Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$3,600DisbursementsCharitablePrpsAmt

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

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryIRSCategoryTxt
Amt$933Amt