HABER FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: HABER FOUNDATION (EIN 22-3501508)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-08-13
IRS object ID: 201302259349100020
Schema version: 2012v2.0
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
Form 990-PF
Accounting Fees Schedule
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-08-13T10:00:17-07:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Bernath & Rosenberg PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	1430 Broadway 7th Floor	AddressLine1
City	New York	City
State	NY	State
ZIP Code	100183308	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	223501508	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	THE HABER FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	HABE	NameControl

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	P O BOX 140125	AddressLine1
City	STATEN ISLAND	City
State	NY	State
ZIP Code	10314	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	SAMUEL HABER	Name
Title	Trustee	Title
Date Signed	2013-08-13	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Benjamin Berger	Name
PTIN	P00236799	PTIN
Phone	2122211140	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	723178	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Dividends Rev And Expnss	19531	DividendsRevAndExpnss
Dividends Net Invst Incm	19531	DividendsNetInvstIncm
Total Revenue And Expenses	19531	TotalRevenueAndExpenses
Total Net Investment Income	19531	TotalNetInvestmentIncome
Accounting Fees Rev And Expnss	3668	AccountingFeesRevAndExpnss
Accounting Fees Dsbrs Chrtbl Prps	3668	AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss	2178	TaxesRevAndExpnss
Other Expenses Rev And Expnss	250	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	150	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	100	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	6096	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	150	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	3768	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	47375	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	47375	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	53471	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	150	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	51143	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-33940	ExcessOfRevenueOverExpenses
Net Investment Income	19381	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	63220	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	29280	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	29280	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	114101	InvestmentsCorpStockBOY
Investments Corp Stock EOY	114101	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	693898	InvestmentsCorpStockEOYFMV
Total Assets BOY	177321	TotalAssetsBOY
Total Assets EOY	143381	TotalAssetsEOY
Total Assets EOYFMV	723178	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	177321	CapitalStockBOY
Capital Stock EOY	143381	CapitalStockEOY
Total Net Assets BOY	177321	TotalNetAssetsBOY
Total Net Assets EOY	143381	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	177321	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	143381	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	177321	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-33940	ExcessOfRevenueOverExpenses
Subtotal	143381	Subtotal
Total Net Assets Fund Balances EOY	143381	TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	52968	QualifyingDistributionsYear1
Noncharitable Assets Year1	753835	NoncharitableAssetsYear1
Distribution Ratio Year1	0.07027	DistributionRatioYear1
Qualifying Distributions Year2	51714	QualifyingDistributionsYear2
Noncharitable Assets Year2	640901	NoncharitableAssetsYear2
Distribution Ratio Year2	0.08069	DistributionRatioYear2
Qualifying Distributions Year3	46718	QualifyingDistributionsYear3
Noncharitable Assets Year3	578632	NoncharitableAssetsYear3
Distribution Ratio Year3	0.08074	DistributionRatioYear3
Qualifying Distributions Year4	45841	QualifyingDistributionsYear4
Noncharitable Assets Year4	700465	NoncharitableAssetsYear4
Distribution Ratio Year4	0.06544	DistributionRatioYear4
Qualifying Distributions Year5	67482	QualifyingDistributionsYear5
Noncharitable Assets Year5	726163	NoncharitableAssetsYear5
Distribution Ratio Year5	0.09293	DistributionRatioYear5
Total Distribution Ratio	0.39007	TotalDistributionRatio
Average Distribution Ratio	0.07801	AverageDistributionRatio
Net Noncharitable Assets	762504	NetNoncharitableAssets
Adjusted Noncharitable Assets	59486	AdjustedNoncharitableAssets
One Percent Net Investment Income	194	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	59680	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	51143	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	388	InvestmentIncomeExciseTax
Subtotal	388	Subtotal
Tax Based On Investment Income	388	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	1600	EstTaxPaymentsAndOverpayment
Total Credits And Payments	1600	TotalCreditsAndPayments
Overpayment	1212	Overpayment
Amount Credited To Next Year	1212	AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Form990 T Filed	false	Form990TFiled
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	NY	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE FOUNDATION	BusinessNameLine1

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 140125	AddressLine1
City	STATEN ISLAND	City
State	NY	State
ZIP Code	10314	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions	false	ActsFailToQualifyAsExceptions
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Undistr Income4942a2 Not Applied	false	UndistrIncome4942a2NotApplied
Business Holdings	false	BusinessHoldings
Excess Business Holdings	false	ExcessBusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Tr Fail To Qualify As Exceptions	false	TrFailToQualifyAsExceptions
Maint Expend Responsibility	false	MaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn
Proceeds Or Net Income	false	ProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation
HELEN HABER
PO BOX 140125	STATEN ISLAND	NY	10314	Trustee	0.00	0
SAMUEL HABER
PO BOX 140125	STATEN ISLAND	NY	10314	Trustee	0.00	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	720538	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	53578	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	774116	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Adj Total FMV Of Unused Assets	774116	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	11612	CashDeemedCharitable
Net Noncharitable Assets	762504	NetNoncharitableAssets
Minimum Investment Return	38125	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	38125	MinimumInvestmentReturn
Tax Based On Investment Income	388	TaxBasedOnInvestmentIncome
Total Tax	388	TotalTax
Distributable Amount Before Adj	37737	DistributableAmountBeforeAdj
Distributable Amount Before Ded	37737	DistributableAmountBeforeDed
Distributable Amount As Adjusted	37737	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	51143	ExpensesAndContributions
Qualifying Distributions	51143	QualifyingDistributions
Adj Qualifying Distributions	51143	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	37737	DistributableAmountAsAdjusted
Excess Distri Carryover Year5	33310	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	11121	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	18897	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	20011	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	16712	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	100051	TotalExcessDistriCarryover
Qualifying Distributions	51143	QualifyingDistributions
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	37737	AppliedToCurrentYear
Remaining Distri From Corpus	13406	RemainingDistriFromCorpus
Total Corpus	113457	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov From Year5	33310	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	80147	ExcessDistriCyovToNextYear
Excess From Year4	11121	ExcessFromYear4
Excess From Year3	18897	ExcessFromYear3
Excess From Year2	20011	ExcessFromYear2
Excess From Year1	16712	ExcessFromYear1
Excess From Current Year	13406	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
SWAN LAKE SYNAGOGUE
STANTON CORNER ROAD	SWAN LAKE	NY	12783	NONE	EXEMPT	CHARITABLE	$3,675
MESIVTA KESSER YISROEL
240 WOODWARD AVE	STATEN ISLAND	NY	10314	NONE	EXEMPT	CHARITABLE	$500
VARIOUS CHARITIES
VARIOUS	NEW YORK	NY	11210	NONE	EXEMPT	CHARITABLE	$2,700
YOUNG ISRAEL OF FORT LEE
305 WESTVIEW AVE	FORT LEE	NJ	07024	NONE	EXEMPT	CHARITABLE	$15,500
YESHIVA TOV V'CHESED
1358 49TH STREET	BROOKLYN	NY	11219	NONE	EXEMPT	CHARITABLE	$20,000
MEMORIAL SLOAN KETTERING
1275 YORK AVE	NEW YORK	NY	10065	NONE	EXEMPT	CHARITABLE	$5,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	47375	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$19,531	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$19,531	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	19531	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	Category
Amount	$3,668	Amount
Net Investment Income	0	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	3668	DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Disbursements Charitable PrpsDisbursementsCharitablePrps	Net Investment IncomeNetInvestmentIncome
NYS FILING FEE	100	100
ADVISORY FEES	150		150

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	IRS	Category
Amount	$2,178	Amount