JULES AND BARBARA NORDLICHT: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JULES AND BARBARA NORDLICHT (EIN 11-3074444)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2022-02-03
- IRS object ID
- 202220349349100512
- Schema version
- 2020v4.0
- 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
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-02-03T11:25:48-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 5164324621 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 WEST BEECH STREET | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 115613201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA NORDLICHT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5164324621 | PhoneNum |
| Signature | 2022-02-01 | 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 | 2022-02-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $589,743 | 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 | $26 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $26 | InterestOnSavingsAdjNetIncmAmt |
| Total Rev And Expnss | $26 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $26 | TotalAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $60 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $60 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $334,502 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $334,502 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $334,562 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $334,502 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$334,536 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $26 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $424,279 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $89,743 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $89,743 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $500,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $500,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $500,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $924,279 | TotalAssetsBOYAmt |
| Total Assets EOY | $589,743 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $589,743 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $924,279 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $589,743 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $924,279 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $589,743 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $924,279 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $589,743 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $924,279 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$334,536 | ExcessRevenueOverExpensesAmt |
| Subtotal | $589,743 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $589,743 | 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 |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| 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 | 5164324621 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 WEST BEECH STREET | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 115613202 | 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 |
| 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 | 255 WEST BEECH STREET | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 115613202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | 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 | $250,766 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $500,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $750,766 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $750,766 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,261 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $739,505 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,975 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,975 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $36,975 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $36,975 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $36,975 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $334,502 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $334,502 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $334,502 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,975 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $235,632 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $235,632 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $334,502 | QualifyingDistributionsAmt |
| Applied To Current Year | $36,975 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $297,527 | RemainingDistriFromCorpusAmt |
| Total Corpus | $533,159 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $533,159 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $235,632 | ExcessFromYear1Amt |
| Excess From Current Year | $297,527 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JULES NORDLICHT | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JULES NORDLICHT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 WEST BEECH STREET | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11561 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5164324621 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AMERICAN FRIENDS OF YESHIVOT BNEI | |||||
| 11 BROADWAY | NEW YORK | NY | 100041303 | CHARITABLE | $125,000 |
| FRIENDS OF WESTCHESTER TORAH | |||||
| 1000 PINEBROOK BOULEVARD | NEW ROCHELLE | NY | 108041806 | CHARITABLE | $125,000 |
| AMIT | |||||
| 817 BROADWAY | NEW YORK | NY | 100034701 | CHARITALE | $61,270 |
| YOUNG ISRALE OF LONG BEACH | |||||
| 120 LONG BEACH BLVD | LONG BEACH | NY | 11561 | CHARITABLE | $10,800 |
| MISCELLANEOUS | |||||
| 255 WEST BEECH STREET | LONG BEACH | NY | 11561 | CHARITABLE | $6,082 |
| FRIENDS OF YAD SARAH | |||||
| 445 PARK AVENUE | NEW YORK | NY | 100222609 | CHARITABLE | $2,250 |
| AMERICAN FRIENDS OF LEKET ISRAEL | |||||
| PO BOX 2090 | TEANECK | NJ | 076661490 | CHARITABLE | $2,000 |
| NCSY | |||||
| 11 BROADWAY | NEW YORK | NY | 10004 | CHARITABLE | $640 |
| LONG BEACH CHARITY FUND | |||||
| 400 OCEANGATE STE 800 | LONG BEACH | CA | 90802 | CHARITABLE | $500 |
| DAVIS MEMORIAL FUND | |||||
| 25 LAWRENCE AVENUE | LAWRENCE | NY | 115591446 | CHARITABLE | $350 |
| ISRAEL CHILDREN CANCER CENTERS | |||||
| 990 CEDARBRIDGE AVENUE | BRICK | NJ | 087234112 | CHARITABLE | $250 |
| JUST ONE LIFE | |||||
| 587 5TH AVENUE | NEW YORK | NY | 100171914 | CHARITABLE | $180 |
| MATAN B'SETER BAMBI | |||||
| 1667 54TH STREET | BROOKLYN | NY | 112041429 | CHARITABLE | $180 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $334,502 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $26 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26 | 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 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| BANK CHARGES | $60 |
Comments