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JULES AND BARBARA NORDLICHT: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
JULES AND BARBARA NORDLICHT (EIN 11-3074444)
Tax period
2018-01-01 to 2018-12-31
Filed
2020-11-16
IRS object ID
202013219349105721
Schema version
2018v3.2
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)
Return2020-11-16T15:49:27-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133747570PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WEISS & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line118 EAST 41ST STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100176270ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN113074444EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JULES AND BARBARA NORDLICHTBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJULEBusinessNameControlTxt
Phone5164324621PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1255 WEST BEECH STREETAddressLine1Txt
CityLONG BEACHCityNm
State AbbreviationNYStateAbbreviationCd
ZIP115613201ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBARBARA NORDLICHTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5164324621PhoneNum
Signature2020-11-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonABRAHAM WEISSPreparerPersonNm
PTINP00020893PTIN
Phone2123023400PhoneNum
Preparation2020-11-16PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address204.128.182.16IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-16IPDt
IP Tm15:49:27IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdBFE7E65C40AA33D496036B97060767C63495A752AtSubmissionCreationDeviceId
At Submission Filing Device IdAD8F8E61B96E06714140881D02F8B8317C19DC3DAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2021-09-10 13:11:23ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,182,410FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$3InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$18,623DividendsRevAndExpnssAmt
Dividends Net Invst Incm$18,623DividendsNetInvstIncmAmt
Dividends Adj Net Incm$18,623DividendsAdjNetIncmAmt
Total Rev And Expnss$18,626TotalRevAndExpnssAmt
Total Net Invst Incm$18,626TotalNetInvstIncmAmt
Total Adj Net Incm$18,626TotalAdjNetIncmAmt
Other Expenses Rev And Expnss$155OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$155TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$8,703ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$8,703ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,858TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$8,703TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$9,768ExcessRevenueOverExpensesAmt
Net Investment Income$18,626NetInvestmentIncomeAmt
Adjusted Net Income$18,626AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$35,148CashBOYAmt
Cash EOY$32,660CashEOYAmt
Cash EOYFMV$32,660CashEOYFMVAmt
Prepaid Expenses BOY$1,969PrepaidExpensesBOYAmt
Corporate Stock BOY$232,464CorporateStockBOYAmt
Corporate Stock EOY$246,689CorporateStockEOYAmt
Corporate Stock EOYFMV$649,750CorporateStockEOYFMVAmt
Other Investments BOY$500,000OtherInvestmentsBOYAmt
Other Investments EOY$500,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$500,000OtherInvestmentsEOYFMVAmt
Total Assets BOY$769,581TotalAssetsBOYAmt
Total Assets EOY$779,349TotalAssetsEOYAmt
Total Assets EOYFMV$1,182,410TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$769,581UnrestrictedBOYAmt
Unrestricted EOY$779,349UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$769,581TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$779,349TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$769,581TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$779,349TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$769,581TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$9,768ExcessRevenueOverExpensesAmt
Subtotal$779,349SubtotalAmt
Tot Net Ast Or Fund Balances EOY$779,349TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,596,170AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,621,936NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.984114DistributionYr1Rt
Adjusted Qlfy Distri Yr2$181,899AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,486,902NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.073143DistributionYr2Rt
Adjusted Qlfy Distri Yr3$182,471AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,498,416NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.073035DistributionYr3Rt
Adjusted Qlfy Distri Yr4$48,797AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,469,247NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.019762DistributionYr4Rt
Adjusted Qlfy Distri Yr5$261,895AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,275,895NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.115073DistributionYr5Rt
Total Distribution1.265127TotalDistributionRt
Average Distribution0.253025AverageDistributionRt
Net Vl Noncharitable Assets$1,114,687NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$282,044AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$186NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$282,230AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$8,703QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$373InvestmentIncomeExciseTaxAmt
Subtotal$373SubtotalAmt
Tax Based On Investment Income$373TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$434EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$434TotalPaymentsAndCreditsAmt
Overpayment$61OverpaymentAmt
Applied To ES Tax$61AppliedToESTaxAmt

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
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBARBARA NORDLICHTIndividualWithBooksNm
Phone5164324621PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1255 WEST BEECH STREETAddressLine1Txt
CityLONG BEACHCityNm
State AbbreviationNYStateAbbreviationCd
ZIP115613201ZIPCd
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
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonBARBARA NORDLICHTPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1255 WEST BEECH STREETAddressLine1Txt
CityLONG BEACHCityNm
State AbbreviationNYStateAbbreviationCd
ZIP115613201ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos0.50AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$597,758AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$33,904AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$500,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,131,662TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,131,662AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,975CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,114,687NetVlNoncharitableAssetsAmt
Minimum Investment Return$55,734MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$55,734MinimumInvestmentReturnAmt
Tax Based On Investment Income$373TaxBasedOnInvestmentIncomeAmt
Total Tax$373TotalTaxAmt
Distributable Before Adj$55,361DistributableBeforeAdjAmt
Distributable Before Ded$55,361DistributableBeforeDedAmt
Distributable As Adjusted$55,361DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,703ExpensesAndContributionsAmt
Qualifying Distributions$8,703QualifyingDistributionsAmt
Adjusted Qualifying Distri$8,703AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$55,361DistributableAsAdjustedAmt
Qualifying Distributions$8,703QualifyingDistributionsAmt
Applied To Current Year$8,703AppliedToCurrentYearAmt
Undistributed Income CY$46,658UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJULES NORDLICHTRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1255 WEST BEECH STREETAddressLine1Txt
CityLONG BEACHCityNm
State AbbreviationNYStateAbbreviationCd
ZIP115613201ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5164324621RecipientPhoneNum
Form And Info And MaterialsWRITTEN REQUESTFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN FRIENDS OF YESHIVOT BNEI A
11 BROADWAYNEW YORKNY100041303CHARITABLE$2,500
NATIONAL COUNCIL OF YOUNG ISRAEL
120 LONG BEACH BOULEVARDLONG BEACHNY115614270CHARITABLE$1,984
MISC DONATIONS
255 WEST STREETLONG BEACHNY115613201CHARITABLE$1,000
BNEI DAVID FOUNDATION
333 OGDEN AVENUETEANECKNJ076662838CHARITABLE$1,000
CHABAD LUBAVITCH OF THE BEACHES
60 WEST BEECH STREETLONG BEACHNY115613407CHARITABLE$625
AMIT
817 BROADWAYNEW YORKNY100034709CHARITALE$596
CONGREGATION CHAI LIFELINE
151 WEST 30TH STREETNEW YORKNY100014007CHARITABLE$280
LONG BEACH MIKVEH SOCIETY INC
443 EAST PENN STREETLONG BEACHNY115614439CHARITABLE$250
MISASKIM
5805 16TH AVENUEBROOKLYNNY112042112CHARITABLE$180
DAROMA CHAPTER OF IDAL
210 40TH AVENUEGREELEYCO806341108CHARITABLE$120
WESTERN WALL HERITAGE FOUNDATION
587 5TH AVENUE - 7TH FLNEW YORKNY100171921CHARITABLE$100
CONGREGATION ZICHRON KEDOSHEM
4712 12TH AVENUEBROOKLYNNY112192520CHARITABLE$50
GEMILAS CHESED EZRAS TORAH
299 BROADWAYNEW YORKNY100071901CHARITABLE$18
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$8,703TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18,623ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$18,626ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$18,626TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
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
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CME GROUP INC$65,850$470,300
FEDERATED ULTRASHORT BOND CL A$180,839$179,450

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemLOAN RECEIVABLECategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$500,000BookValueAmt
EOYFMV$500,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
BANK CHARGES$155

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