JULES AND BARBARA NORDLICHT: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: JULES AND BARBARA NORDLICHT (EIN 11-3074444)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-05-12
IRS object ID: 202211329349100036
Schema version: 2021v4.0
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
Investments Corp Stock Schedule
Investments Other Schedule2

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-05-12T10:00:04-05:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	133747570	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	WEISS & COMPANY LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	18 EAST 41ST STREET	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	100176270	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2021-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	113074444	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JULES AND BARBARA NORDLICHT	BusinessNameLine1Txt
Business Name Line2	FOUNDATION	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	JULE	BusinessNameControlTxt
Phone	2123023400	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5401 COLLINS AVENUE - UNIT 1134	AddressLine1Txt
City	MIAMI BEACH	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	331405509	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	BARBARA NORDLICHT	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	2123023400	PhoneNum
Signature	2022-05-11	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	BARBARA	PersonFirstNm
Person Last	NORDLICHT	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ABRAHAM WEISS	PreparerPersonNm
PTIN	P00020893	PTIN
Phone	2123023400	PhoneNum
Preparation	2022-05-11	PreparationDt

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$534,056	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$8	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$8	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$8	InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss	$8	TotalRevAndExpnssAmt
Total Net Invst Incm	$8	TotalNetInvstIncmAmt
Total Adj Net Incm	$8	TotalAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss	$0	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$55,695	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$55,695	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$55,695	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$55,695	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$55,687	ExcessRevenueOverExpensesAmt
Net Investment Income	$8	NetInvestmentIncomeAmt
Adjusted Net Income	$8	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$89,743	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$34,056	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$34,056	SavAndTempCashInvstEOYFMVAmt
Other Investments BOY	$500,000	OtherInvestmentsBOYAmt
Other Investments EOY	$500,000	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$500,000	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$589,743	TotalAssetsBOYAmt
Total Assets EOY	$534,056	TotalAssetsEOYAmt
Total Assets EOYFMV	$534,056	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$589,743	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$534,056	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$589,743	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$534,056	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$589,743	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$534,056	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$589,743	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$55,687	ExcessRevenueOverExpensesAmt
Subtotal	$534,056	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$534,056	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	BARBARA NORDLICHT	IndividualWithBooksNm
Phone	2123023400	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	5401 COLLINS AVENUE	AddressLine1Txt
Address Line2	UNIT 1134	AddressLine2Txt
City	MIAMI BEACH	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	331405509	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	Yes (true)	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	BARBARA NORDLICHT	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5401 COLLINS AVENUE	AddressLine1Txt
Address Line2	UNIT 1134	AddressLine2Txt
City	MIAMI BEACH	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	331405509	ZIPCd

Field	Value	IRS element (for citing)
Title	PRESIDENT	TitleTxt
Average Hrs Per Wk Devoted To Pos	0.50	AverageHrsPerWkDevotedToPosRt
Compensation	$0	CompensationAmt
Employee Benefit Program	$0	EmployeeBenefitProgramAmt
Expense Account Other Allwnc	$0	ExpenseAccountOtherAllwncAmt

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$57,366	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$500,000	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$557,366	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$557,366	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$8,360	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$549,006	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$27,450	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$27,450	MinimumInvestmentReturnAmt
Distributable Before Adj	$27,450	DistributableBeforeAdjAmt
Distributable Before Ded	$27,450	DistributableBeforeDedAmt
Distributable As Adjusted	$27,450	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$55,695	ExpensesAndContributionsAmt
Qualifying Distributions	$55,695	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$27,450	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2	$235,632	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$297,527	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$533,159	TotalExcessDistributionCyovAmt
Qualifying Distributions	$55,695	QualifyingDistributionsAmt
Applied To Current Year	$27,450	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$28,245	RemainingDistriFromCorpusAmt
Total Corpus	$561,404	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$561,404	ExcessDistriCyovToNextYrAmt
Excess From Year2	$235,632	ExcessFromYear2Amt
Excess From Year1	$297,527	ExcessFromYear1Amt
Excess From Current Year	$28,245	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	JULES NORDLICHT	ContributingManagerNm
Shareholder Manager	NONE	ShareholderManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AMIT
817 BROADWAY	NEW YORK	NY	100034701	NONE	ACTIVE	CHARITABLE	$51,145
CHABAD OF THE BEACHES
570 WEST WALNUT STREET	LONG BEACH	NY	115613044	NONE	ACTIVE	CHARITABLE	$1,500
CHABAD OF MIAMI BEACH
5401 COLLINS AVENUE	MIAMI BEACH	FL	331402573	NONE	ACTIVE	CHARITABLE	$1,000
ZAKA
622 EAST 8TH STREET	BROOKLYN	NY	112185906	NONE	ACTIVE	CHARITABLE	$860
NCSY
11 BROADWAY	NEW YORK	NY	100041303	NONE	ACTIVE	CHARITABLE	$540
NOAM SHABBOS INC
99 CAVEN POINT ROAD	JERSEY CITY	NJ	073054605	NONE	ACTIVE	CHARITABLE	$300
YESHIVA BAIS HATALMUD
2127 82ND STREET	BROOKLYN	NY	112142509	NONE	ACTIVE	CHARITABLE	$250
CHAVEIRIM
1431 59TH STREET	BROOKLYN	NY	112196476	NONE	ACTIVE	CHARITABLE	$100

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$55,695	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$8	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$8	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$8	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	FEDERATED ULTRASHORT BOND CL A	StockNm

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMVCd
Book Value	$500,000	BookValueAmt
EOYFMV	$500,000	EOYFMVAmt

JULES AND BARBARA NORDLICHT: Form 990PF, tax year 2021

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

US Address USAddress

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

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