STRATEGY STUDIO / PUBLIC DATA EXPLORER

HABER FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
HABER FOUNDATION (EIN 22-3501508)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-12
IRS object ID
201443169349100404
Schema version
2013v3.1
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)
Return2014-11-12T05:35:12-08:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Bernath & Rosenberg PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11430 Broadway 7th FloorAddressLine1
CityNew YorkCity
StateNYState
ZIP Code100183308ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223501508EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HABER FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlHABEBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 140125AddressLine1
CitySTATEN ISLANDCity
StateNYState
ZIP Code10314ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSAMUEL HABERPersonNm
Person TitleTrusteePersonTitleTxt
Signature2014-11-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBenjamin BergerPreparerPersonNm
PTINP00236799PTIN
Phone2122211140PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$838,706FMVAssetsEOYAmt
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$21,166DividendsRevAndExpnssAmt
Dividends Net Invst Incm$21,166DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$25,629NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$37,554GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$25,629CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$46,795TotalRevAndExpnssAmt
Total Net Invst Incm$46,795TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,668AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$3,668AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$250OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$150OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$100OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,918TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$150TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,768TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$39,450ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$39,450ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$43,368TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$150TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$43,218TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,427ExcessRevenueOverExpensesAmt
Net Investment Income$46,645NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$29,280SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$44,630SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$44,630SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$114,101CorporateStockBOYAmt
Corporate Stock EOY$102,176CorporateStockEOYAmt
Corporate Stock EOYFMV$794,076CorporateStockEOYFMVAmt
Total Assets BOY$143,381TotalAssetsBOYAmt
Total Assets EOY$146,806TotalAssetsEOYAmt
Total Assets EOYFMV$838,706TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$143,381CapitalStockBOYAmt
Capital Stock EOY$146,806CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$143,381TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$146,806TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$143,381TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$146,806TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$143,381TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,427ExcessRevenueOverExpensesAmt
Subtotal$146,808SubtotalAmt
Other Decreases$2OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$146,806TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$25,629CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$51,143AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$762,504NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.06707DistributionYr1Rt
Adjusted Qlfy Distri Yr2$52,968AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$753,835NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.07027DistributionYr2Rt
Adjusted Qlfy Distri Yr3$51,714AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$640,901NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.08069DistributionYr3Rt
Adjusted Qlfy Distri Yr4$46,718AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$578,632NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.08074DistributionYr4Rt
Adjusted Qlfy Distri Yr5$45,841AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$700,465NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.06544DistributionYr5Rt
Total Distribution0.36421TotalDistributionRt
Average Distribution0.07284AverageDistributionRt
Net Vl Noncharitable Assets$798,099NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$58,135AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$466NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$58,601AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$43,218QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$933InvestmentIncomeExciseTaxAmt
Subtotal$933SubtotalAmt
Tax Based On Investment Income$933TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,200EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,200TotalPaymentsAndCreditsAmt
Overpayment$267OverpaymentAmt
Applied To ES Tax$267AppliedToESTaxAmt

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 FOUNDATIONBusinessNameLine1

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 140125AddressLine1
CitySTATEN ISLANDCity
StateNYState
ZIP Code10314ZIPCode
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 140125AddressLine1
CitySTATEN ISLANDCity
StateNYState
ZIP Code10314ZIPCode
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$777,996AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$32,257AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$810,253TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$810,253AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,154CashDeemedCharitableAmt
Net Vl Noncharitable Assets$798,099NetVlNoncharitableAssetsAmt
Minimum Investment Return$39,905MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$39,905MinimumInvestmentReturnAmt
Tax Based On Investment Income$933TaxBasedOnInvestmentIncomeAmt
Total Tax$933TotalTaxAmt
Distributable Before Adj$38,972DistributableBeforeAdjAmt
Distributable Before Ded$38,972DistributableBeforeDedAmt
Distributable As Adjusted$38,972DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$43,218ExpensesAndContributionsAmt
Qualifying Distributions$43,218QualifyingDistributionsAmt
Adjusted Qualifying Distri$43,218AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$38,972DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$11,121ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$18,897ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$20,011ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$16,712ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$13,406ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$80,147TotalExcessDistributionCyovAmt
Qualifying Distributions$43,218QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$38,972AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,246RemainingDistriFromCorpusAmt
Total Corpus$84,393TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$11,121ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$73,272ExcessDistriCyovToNextYrAmt
Excess From Year4$18,897ExcessFromYear4Amt
Excess From Year3$20,011ExcessFromYear3Amt
Excess From Year2$16,712ExcessFromYear2Amt
Excess From Year1$13,406ExcessFromYear1Amt
Excess From Current Year$4,246ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MEMORIAL SLOAN KETTERING
1275 YORK AVENEW YORKNY10065NONEEXEMPTCHARITABLE$5,000
YOUNG ISRAEL OF FORT LEE
305 WESTVIEW AVEFORT LEENJ07024NONEEXEMPTCHARITABLE$4,200
VARIOUS CHARITIES
VARIOUSNEW YORKNY11210NONEEXEMPTCHARITABLE$7,450
MOUNT HEBRON SOCIETY
130-04 Horace Harding ExpresswayFlushingNY11352NONEEXEMPTcharitable$22,800
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$39,450TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21,166ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$25,629ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$46,795ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$46,795TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOYes (true)TrnsfrOfCashToNonchrtblEOInd
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

Transfer Schedule Detail TransferScheduleDetail

FieldValueIRS element (for citing)
Line Number1a(1)LineNumberTxt
Involved$22,800InvolvedAmt

Noncharitable Exempt Org Name NoncharitableExemptOrgName

FieldValueIRS element (for citing)
Business Name Line1MOUNT HEBRON cemeteryBusinessNameLine1
FieldValueIRS element (for citing)
Transfers Trans And Shr ArrngmcashTransfersTransAndShrArrngmDesc
FieldValueIRS element (for citing)
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,668Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$3,668DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescriptionROUNDINGDescription
Amount$2Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVISORY FEES$150$150
NYS FILING FEE$100$100