BETA

LUBETZKY FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
LUBETZKY FAMILY FOUNDATION (EIN 82-1648087)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-12
IRS object ID
202133169349104223
Schema version
2020v4.1
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)
Return2021-11-12T15:56:12-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331197384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDERSEN TAX LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11177 AVENUE OF THE AMERICAS 18THAddressLine1Txt
Address Line2FLOORAddressLine2Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10036ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN821648087EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LUBETZKY FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLUBEBusinessNameControlTxt
Phone2126163006PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13 TIMES SQUARE 12TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10036ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL JOHNSTONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2126163006PhoneNum
Signature2021-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMICHAELPersonFirstNm
Person LastJOHNSTONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAN DEPAOLIPreparerPersonNm
PTINP00371138PTIN
Phone6462135100PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,029,449FMVAssetsEOYAmt
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$137,135DividendsRevAndExpnssAmt
Dividends Net Invst Incm$137,135DividendsNetInvstIncmAmt
Dividends Adj Net Incm$137,135DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$170,116NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,502,551GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$170,116CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$307,251TotalRevAndExpnssAmt
Total Net Invst Incm$307,251TotalNetInvstIncmAmt
Total Adj Net Incm$137,135TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$1,067,253CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$1,067,253CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$633,872OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$633,872OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$253,029PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$253,029PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$22,382LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$22,382LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$49,820AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$10,000AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$39,820AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$426,110OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$426,110OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,209TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,959TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$250TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$46,648OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$46,648OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$19,775TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$19,775TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$51,257OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$51,257OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,572,355TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,959TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,560,396TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,114ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,114ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,574,469TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,959TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$2,562,510TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,267,218ExcessRevenueOverExpensesAmt
Net Investment Income$295,292NetInvestmentIncomeAmt
Adjusted Net Income$137,135AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$341,812CashBOYAmt
Cash EOY$270,059CashEOYAmt
Cash EOYFMV$270,059CashEOYFMVAmt
Sav And Temp Cash Invst BOY$7,659SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$7,820SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$7,820SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$5,008,843CorporateStockBOYAmt
Corporate Stock EOY$3,611,808CorporateStockEOYAmt
Corporate Stock EOYFMV$4,647,771CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,709,058CorporateBondsBOYAmt
Corporate Bonds EOY$1,911,225CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,100,919CorporateBondsEOYFMVAmt
Other Assets BOY$2,880OtherAssetsBOYAmt
Other Assets EOY$2,880OtherAssetsEOYAmt
Other Assets EOYFMV$2,880OtherAssetsEOYFMVAmt
Total Assets BOY$8,070,252TotalAssetsBOYAmt
Total Assets EOY$5,803,792TotalAssetsEOYAmt
Total Assets EOYFMV$7,029,449TotalAssetsEOYFMVAmt
Other Liabilities BOY$73OtherLiabilitiesBOYAmt
Other Liabilities EOY$255OtherLiabilitiesEOYAmt
Total Liabilities BOY$73TotalLiabilitiesBOYAmt
Total Liabilities EOY$255TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$8,070,179RetainedEarningBOYAmt
Retained Earning EOY$5,803,537RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$8,070,179TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,803,537TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,070,252TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,803,792TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,070,179TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,267,218ExcessRevenueOverExpensesAmt
Other Increases$576OtherIncreasesAmt
Subtotal$5,803,537SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,803,537TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescAcquiredAcquiredDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
81044.404 SHS VANGUARD TOTAL BOND MARKET ADML2018-02-02$923,600$855,637$67,963$67,963
8174.766 SHS VANGUARD TOTAL INT'L STOCK MARKET ADML2018-02-02$211,255$256,907-$45,652-$45,652
17734.504 SHS VANGUARD TOTAL STOCK MARKET ADML2018-02-02$1,365,173$1,219,891$145,282$145,282
CAPITAL GAINS DIVIDENDS$2,523$2,523$2,523P
FieldValueIRS element (for citing)
Capital Gain Net Income$170,116CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,105InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,105SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,105TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$18,415EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$18,415TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$14,310OverpaymentAmt
Applied To ES Tax$14,310AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (1)PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.LUBETZKYFAMILYFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksMICHAEL JOHNSTONIndividualWithBooksNm
Phone2126163006PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13 TIMES SQUARE 12TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10036ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DANIEL LUBETZKY
3 TIMES SQUARE 12TH FLOORNEW YORKNY10036CHAIR/DIRECTOR1.00$0$0$0
MICHELLE LUBETZKY
3 TIMES SQUARE 12TH FLOORNEW YORKNY10036VICE CHAIR/DIRECTOR1.00$0$0$0
JEFFREY SOLOMON
3 TIMES SQUARE 12TH FLOORNEW YORKNY10036DIRECTOR1.00$0$0$0
MICHAEL JOHNSTON
3 TIMES SQUARE 12TH FLOORNEW YORKNY10036PRESIDENT40.00$321,923$24,153$0
JULIANNA COHEN
3 TIMES SQUARE 12TH FLOORNEW YORKNY10036SECRETARY/TREASURER1.00$0$0$0
KAREN MCSHERRY
3 TIMES SQUARE 12TH FLOORNEW YORKNY10036CONTROLLER40.00$152,938$12,302$0
KHALED ABOHALIMA
3 TIMES SQUARE 12TH FLOORNEW YORKNY10036CHIEF INFORMATION OFFICER40.00$311,539$19,411$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
ASHLEY PHILLIPS
3 TIMES SQUARE 12TH FLOORNEW YORKNY10036DIRECTOR OF COMMUNIC40.00$166,623$13,681$0
ZACHARY SCHAFFER
3 TIMES SQUARE 12TH FLOORNEW YORKNY10036EXECUTIVE DIRECTOR,40.00$114,231$10,313$0
CHERISE GITTENS
3 TIMES SQUARE 12TH FLOORNEW YORKNY10036ACCOUNTING MANAGER40.00$103,846$15,274$0
MORGAN DICKSON
3 TIMES SQUARE 12TH FLOORNEW YORKNY10036PEOPLE OPERATIONS MA40.00$106,962$8,554$0
JASON LALAK
3 TIMES SQUARE 12TH FLOORNEW YORKNY10036PARTNERSHIPS DIRECTO40.00$104,210$5,263$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k3OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
SFI 1 LLC
PO BOX 923VASHONWA98070RESEARCH & MARKET TESTING$92,313
LONGWELL PARTNERS INC
925 15TH STREET NW 5TH FLOORWASHINGTONDC20005PUBLIC RELATIONS CONSULTING$85,926
OCCAMSEC
524 BROADWAYNEW YORKNY10012IT SECURITY CONSULTING$56,006
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1FRONTLINE IMPACT PROJECT - FRONTLINE IMPACT PROJECT (FIP), A JOINT INITIATIVE WITH THE KIND FOUNDATION, WAS CREATED IN THE WAKE OF THE COVID-19 PANDEMIC TO SUPPORT FRONTLINE WORKERS. FIP PROVIDES A PLATFORM TO MOBILIZE COMPANIES TO SUPPORT FRONTLINE WORKERS IN NEED, BY MATCHING CORPORATE DONORS WITH ESSENTIAL WORKERS ON THE FRONTLINES OF HEALTHCARE, NATURAL DISASTERS AND COVID-19 VACCINE CENTERS. DURING THE YEAR, ADMINISTRATIVE EXPENSES WERE INCURRED, SETTING UP AND OPERATING THE PROGRAM.Description1Txt
Expenses1$571,482Expenses1Amt
Description2THE OATH/ DEMOCRACY PROJECT - THE OATH PROJECT SOUGHT TO BRING PEOPLE TOGETHER TO DISCUSS DEMOCRACY ISSUES AND IDENTIFY WHAT UNITES US AND WHAT WE CAN AGREE ON TO HELP TO BRIDGE THE DIVIDE IN U.S. SOCIETY AND ADVANCE LIBERAL-DEMOCRATIC VALUES, INCLUDING FREE SPEECH, THE RULE OF LAW, BASIC HUMAN RIGHTS AND A FREE AND INDEPENDENT PRESS. DURING THE YEAR, ADMINISTRATIVE EXPENSES WERE INCURRED RESEARCHING DEMOCRACY INITIATIVES IN THE U.S. AND IDENTIFYING INDIVIDUALS AND GROUPS TO POTENTIALLY CREATE A MOVEMENT OF PEOPLE TO SUPPORT AND PROMOTE LIBERAL-DEMOCRATIC VALUES.Description2Txt
Expenses2$512,129Expenses2Amt
Description3STARTS WITH US / AMERICAN EXPERIMENT - DURING THE YEAR, THE FOUNDATION INITIATED THE DEVELOPMENT OF AN AMBITIOUS PROGRAM TO COMBAT THE RISING EXTREMISM BEING SEEN ACROSS AMERICAN SOCIETY. ROOTED IN THE PILLARS OF EMPATHY; OPEN-MINDEDNESS; COLLABORATION AND INNOVATION, STARTS WITH US EMPOWERS AMERICAN'S TO USE THEIR DAILY HABITS TO IMPROVETHEMSELVES, THEIR COMMUNITIES AND THE WORLD. IT AIMS TO EQUIP PEOPLE WITH THE SKILLS TO ENGAGE WITH DIFFERENT INFORMATION, PERSPECTIVES AND PEOPLE AND RESIST THE TEMPTATION TO ADOPT A NARROW OR EXTREMIST MINDSET. DURING THE YEAR, ADMINISTRATIVE EXPENSES WERE INCURRED RESEARCHING AND DEVELOPING THE PROGRAM CONCEPT.Description3Txt
Expenses3$281,383Expenses3Amt
Description4CYJP - DURING THE YEAR, THE FOUNDATION PROVIDED THE USE OF ITS EMPLOYEES AND EXPERTISE TO THE COUNCIL OF YOUNG JEWISH PRESIDENTS (CYJP) TO BUILD LEADERSHIP WITHIN THE JEWISH COMMUNITY AND TO ENCOURAGE CIVIL DISCOURSE TO UNITE AND STRENGTHEN COMMUNITIES.Description4Txt
Expenses4$143,308Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,899,657AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$490,789AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,390,446TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,390,446AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$110,857CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,279,589NetVlNoncharitableAssetsAmt
Minimum Investment Return$363,979MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,562,510ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,562,510QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,562,510AdjustedQualifyingDistriAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling2017-05-23PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$137,135CurrentYearAmt
Year1$206,937Year1Amt
Year2$237,268Year2Amt
Year3$0Year3Amt
Total$581,340TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$116,565CurrentYearAmt
Year1$175,896Year1Amt
Year2$201,678Year2Amt
Year3$0Year3Amt
Total$494,139TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$2,562,510CurrentYearAmt
Year1$1,573,829Year1Amt
Year2$776,756Year2Amt
Year3$262,047Year3Amt
Total$5,175,142TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$1,018,368CurrentYearAmt
Year1$739,209Year1Amt
Year2$249,714Year2Amt
Year3$0Year3Amt
Total$2,007,291TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$1,544,142CurrentYearAmt
Year1$834,620Year1Amt
Year2$527,042Year2Amt
Year3$262,047Year3Amt
Total$3,167,851TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$242,653CurrentYearAmt
Year1$294,459Year1Amt
Year2$321,739Year2Amt
Year3$21,163Year3Amt
Total$880,014TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
EVERYDAY HERO
6940 FAIRFAX DRARLINGTONVA22213PCGENERAL SUPPORT$250
NATIONAL KIDNEY FOUNDATION
30 EAST 33RD STREETNEW YORKNY10016PCGENERAL SUPPORT$250
NETWORK FOR GOOD
1140 CONNECTICUT AVE NW 700WASHINGTONDC20036PCGENERAL SUPPORT$515
PEACEWORKS NETWORK FOUNDATION
PO BOX 1577NEW YORKNY101131577PCGENERAL SUPPORT$1,099
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,114TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$137,135ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$170,116ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$307,251ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$307,251TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$49,820Amt
Net Investment Income$10,000NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$39,820DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondVANGUARD TOTAL BOND MARKET INDEX ADMIRALBondNm
EOY Book Value$1,911,225EOYBookValueAmt
EOYFMV$2,100,919EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL$2,708,392$3,715,055
VANGUARD TOTAL INTL STOCK INDEX ADMIRAL$903,416$932,716

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$22,382LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$22,382DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescSECURITY DEPOSITDesc
BOY Book Value$2,880BOYBookValueAmt
EOY Book Value$2,880EOYBookValueAmt
EOYFMV$2,880EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSES$47,810$0$0$47,810
COMMUNICATIONS & MARKETING$3,447$0$0$3,447

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt$576Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescOTHER CURRENT LIABILITIESDesc
BOY Book Value$73BOYBookValueAmt
EOY Book Value$255EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PROGRAM CONSULTANTS$220,555$0$0$220,555
IT CONSULTANT$119,289$0$0$119,289
STRATEGIC CONSULTANT$36,000$0$0$36,000
RECRUITMENT / SEARCH CONSULTANTS$667$0$0$667
PAYROLL SERVICES$2,657$0$0$2,657
COMMUNICATIONS$19,000$0$0$19,000
CONTRACT SERVICES CONSULTANTS$800$0$0$800
OTHER CONSULTANTS$27,142$0$0$27,142

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX PAID$1,959$1,959$0$0
NEW YORK TAX PAYMENTS$250$0$0$250

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