BARBASH FAMILY FUND INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BARBASH FAMILY FUND INC (EIN 11-3184479)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-12
- IRS object ID
- 201721329349102117
- Schema version
- 2016v3.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T13:40:11-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 BAYLIS ROAD SUITE 300 | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113184479 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARBASH FAMILY FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BARB | BusinessNameControlTxt |
| Phone | 6316693236 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 265 WEST MAIN STREET | AddressLine1Txt |
| City | BABYLON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11702 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN BARBASH | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 6316693236 | PhoneNum |
| Signature | 2017-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY MULCAHY CPA | PreparerPersonNm |
| PTIN | P00027747 | PTIN |
| Phone | 6317527400 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.207.72.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-05 | IPDt |
| IP Tm | 12:58:17 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 718DAE327EFAA14F20B65353223BEFB3EEA38248 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $391,917 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $263 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $263 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $987 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $987 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,795 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,624 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,795 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $104,045 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,045 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,250 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,250 | LegalFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $457 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $276 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $181 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,707 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $276 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,431 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $492,153 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $492,153 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $496,860 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $276 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $496,584 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$392,815 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,769 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $784,732 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $391,917 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $391,917 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $784,732 | TotalAssetsBOYAmt |
| Total Assets EOY | $391,917 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $391,917 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $784,732 | RetainedEarningBOYAmt |
| Retained Earning EOY | $391,917 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $784,732 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $391,917 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $784,732 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $391,917 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $784,732 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$392,815 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $391,917 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $391,917 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 600 RIDGEWORTH FLOATING RATE INCOME FD I | P | 2016-06-13 | 2016-12-15 | $5,238 | $5,131 | $107 | $107 |
| 25 VANGUARD INDEX FDS S&P 500 ETF | P | 2013-09-09 | 2016-12-15 | $5,193 | $3,839 | $1,354 | $1,354 |
| 25 VANGUARD INDEX FDS S&P 500 ETF | P | 2013-10-10 | 2016-12-15 | $5,193 | $3,859 | $1,334 | $1,334 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,795 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $547,734 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $963,595 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.568428 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $585,589 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,567,791 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.373512 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $215,090 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,531,848 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.140412 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $254,757 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,110,184 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.229473 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $230,900 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,498,834 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.154053 | DistributionYr5Rt |
| Total Distribution | 1.465878 | TotalDistributionRt |
| Average Distribution | 0.293176 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $579,499 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $169,895 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $38 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $169,933 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $496,584 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $38 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $38 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $38 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,237 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,237 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,199 | OverpaymentAmt |
| Applied To ES Tax | $2,199 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SUSAN BARBASH | IndividualWithBooksNm |
| Phone | 6316693236 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 265 WEST MAIN STREET | AddressLine1Txt |
| City | BABYLON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LILLIAN BARBASH | ||||||||
| 30 BAYWAY AVE | BRIGHTWATERS | NY | 11718 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| SUSAN BARBASH | ||||||||
| 52 LAWRENCE LANE | BAY SHORE | NY | 11706 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| CATHY BARBASH | ||||||||
| 269 GOLF VIEW ROAD | ARDMORE | PA | 19003 | SECRETARY | 0.00 | $0 | $0 | $0 |
| SHEPARD BABRASH | ||||||||
| 109 SEQUAMS LANE EAST | WEST ISLIP | NY | 11795 | TREASURER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $247,430 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $340,894 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $588,324 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $588,324 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,825 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $579,499 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,975 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,975 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $38 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $38 | TotalTaxAmt |
| Distributable Before Adj | $28,937 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $28,937 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $28,937 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $496,584 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $496,584 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $38 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $496,546 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,937 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $155,962 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $199,292 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $138,630 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $507,299 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $499,678 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,500,861 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $496,584 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,937 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $467,647 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,968,508 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $155,962 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,812,546 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $199,292 | ExcessFromYear4Amt |
| Excess From Year3 | $138,630 | ExcessFromYear3Amt |
| Excess From Year2 | $507,299 | ExcessFromYear2Amt |
| Excess From Year1 | $499,678 | ExcessFromYear1Amt |
| Excess From Current Year | $467,647 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LILLIAN BARBASH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (87 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION | |||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10041 | NONE | PUBLIC | GENERAL PURPOSE | $3,000 |
| AJHS | |||||||
| 15 W 16TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC | GENERAL PURPOSE | $100 |
| ALLIANCE FOR GLOBAL JUSTICE | |||||||
| 1247 E ST SE | WASHINGTON | DC | 20003 | NONE | PUBLIC | GENERAL PURPOSE | $100 |
| AMERICAN CANCER SOCIETY | |||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | NONE | PUBLIC | GENERAL PURPOSE | $100 |
| AMERICAN DIABETES FOUNDATION | |||||||
| 1701 NORTH BEAUREGARD STREET | ALEXANDRIA | VA | 22311 | NONE | PUBLIC | GENERAL PURPOSE | $300 |
| AMERICAN SYMPHONY ORCHESTRA | |||||||
| 263 W 38 STREET | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL PURPOSE | $1,000 |
| AMERICAN SOCIETY FOR YAL VASHEM | |||||||
| 500 5TH AVENUE 42 | NEW YORK | NY | 10110 | NONE | PUBLIC | GENERAL PURPOSE | $100 |
| AMFAR | |||||||
| 120 WALL STREET 13TH FLOOR | NEW YORK | NY | 10005 | NONE | PUBLIC | GENERAL PURPOSE | $300 |
| AMNESTY INTERNATIONAL | |||||||
| 5 PENN PLAZA | NEW YORK | NY | 10001 | NONE | PUBLIC | GENERAL PURPOSE | $300 |
| AMOR ARTIS | |||||||
| PO BOX 97 | NEW YORK | NY | 10024 | NONE | PUBLIC | GENERAL PURPOSE | $15,000 |
| AMREF | |||||||
| 4 WEST 43RD STREET 2ND FLOOR | NEW YORK | NY | 10036 | NONE | PUBLIC | GENERAL PURPOSE | $300 |
| ANNE FRANK CENTER FOR MUTUAL RESPECT | |||||||
| 1325 6TH AVENUE | NEW YORK | NY | 10019 | NONE | PUBLIC | GENERAL PURPOSE | $100 |
| BAY SHORE HIGH SCHOOL ALUMNI ASSOC | |||||||
| PO BOX 464 | BAY SHORE | NY | 117060646 | NONE | PUBLIC | GENERAL PURPOSE | $1,100 |
| BACB | |||||||
| 7950 SHAFFER PARKWAY | LITTLETON | CO | 80127 | NONE | PUBLIC | GENERAL PURPOSE | $100 |
| BAY SHORE MIDDLE SCHOOL | |||||||
| 393 BROOK AVENUE | BAY SHORE | NY | 11706 | NONE | PUBLIC | GENERAL PURPOSE | $200 |
| BAY SHORE HISTORICAL SOCIETY | |||||||
| 22 MAPLE AVENUE | BAY SHORE | NY | 11706 | NONE | PUBLIC | GENERAL PURPOSE | $100 |
| BSSAEF | |||||||
| PO BOX 699 | BABYLON | NY | 11702 | NONE | PUBLIC | GENERAL PURPOSE | $28,200 |
| CARNAGIE HALL CORP | |||||||
| 881 SEVENTH AVE | NEW YORK | NY | 10019 | NONE | PUBLIC | GENERAL PURPOSE | $5,150 |
| CENTER FOR JEWISH HISTORY | |||||||
| 15 WEST 16TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC | GENERAL PURPOSE | $100 |
| CENTER FOR REPRODUCTION RIGHTS | |||||||
| 501 CAPITOL COURT NE | WASHINGTON | DC | 20002 | NONE | PUBLIC | GENERAL PURPOSE | $450 |
| CHILDREN ORCHESTRA SOCIETY | |||||||
| 65-03 180TH STREET | FRESH MEADOW | NY | 11365 | NONE | PUBLIC | GENERAL PURPOSE | $250 |
| DANCERS RESPONDING TO AIDS | |||||||
| 165 WEST 46TH STREET 1300 | NEW YORK | NY | 10036 | NONE | PUBLIC | GENERAL PURPOSE | $1,000 |
| DEFENDERS OF WILDLIFE | |||||||
| 1130 17TH STREETNW | WASHINGTON | DC | 20036 | NONE | PUBLIC | GENERAL PURPOSE | $100 |
| DRUG POLICY ALLIANCE | |||||||
| 70 W 36TH ST RM 1600 | NEW YORK | NY | 10023 | NONE | PUBLIC | GENERAL PURPOSE | $300 |
| FAIR HARBOR FIRE DEPT | |||||||
| 645 RIVER ROAD | FAIR HAVEN | NJ | 07704 | NONE | PUBLIC | GENERAL PURPOSE | $100 |
| FIVE LOAVES | |||||||
| PO BOX 194 | PAINSVILLE | OH | 440770194 | NONE | PUBLIC | GENERAL PURPOSE | $50 |
| FCNL EDUCATION FUND | |||||||
| 245 2MD STREET NE | WASHINGTON | DC | 20002 | NONE | PUBLIC | GENERAL PURPOSE | $100 |
| FILM FORUM | |||||||
| 209 W HOUSTON ST | NEW YORK | NY | 10014 | NONE | PUBLIC | GENERAL PURPOSE | $221 |
| FIRE | |||||||
| 170 S INDEPENDENCE MALL W STE 510 | PHILADELPHIA | PA | 19106 | NONE | PUBLIC | GENERAL PURPOSE | $1,500 |
| FIRE ISLAND SYNAGOGUE | |||||||
| PO BOX 43 | OCEAN BEACH | NY | 11770 | NONE | PUBLIC | GENERAL PURPOSE | $500 |
| FRESH AIR FUND | |||||||
| 633 3RD AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC | GENERAL PURPOSE | $250 |
| FRIENDS OF THE BS-BRIGHT LIBRARY | |||||||
| 1 SOUTH COUNTRY RD | BRIGHTWATERS | NY | 11718 | NONE | PUBLIC | GENERAL PURPOSE | $1,250 |
| GALAPOGOS CONSERVANCY | |||||||
| 11150 FAIRFAX BOULEVARD | FAIRFAX | VA | 22030 | NONE | PUBLIC | GENERAL PURPOSE | $500 |
| GEORGE LONDON FOUNDATION | |||||||
| 460 WEST 49TH STREET | NEW YORK | NY | 10019 | NONE | PUBLIC | GENERAL PURPOSE | $3,000 |
| GMHC | |||||||
| 119 WEST 24TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC | GENERAL PURPOSE | $300 |
| GREAT SOUTH BAY YMCA | |||||||
| 200 W MAIN ST | BAY SHORE | NY | 11706 | NONE | PUBLIC | GENERAL PURPOSE | $6,004 |
| HAVERFORD JAZZ RESIDENCYY CAMPAIGN | |||||||
| 265 WEST MAIN STREET | BABYLON | NY | 11702 | NONE | PUBLIC | GENERAL PURPOSE | $5,000 |
| HOSPICE CARE NETWORK | |||||||
| 99 SUNNYSIDE BLVD | WOODBURY | NY | 11797 | NONE | PUBLIC | GENERAL PURPOSE | $4,000 |
| HUMAN RIGHTS WATCH | |||||||
| 350 5TH AVE STE 4515 | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL PURPOSE | $500 |
| HUNTER COLLEGE FOUNDATION | |||||||
| 695 PARK AVENUE E 1313 | NEW YORK | NY | 10065 | NONE | PUBLIC | GENERAL PURPOSE | $500 |
| INN | |||||||
| 211 FULTON AVENUE | HEMPSTEAD | NY | 11550 | NONE | PUBLIC | GENERAL PURPOSE | $15,250 |
| IPPFWHR | |||||||
| 125 MAIDEN LN 9TH FLOOR | NEW YORK | NY | 10038 | NONE | PUBLIC | GENERAL PURPOSE | $100 |
| IRAQ VETERANS AGAINST THE WAR | |||||||
| PO BOX 3565 | NEW YORK | NY | 10008 | NONE | PUBLIC | GENERAL PURPOSE | $100 |
| ISLIP ARTS COUNCIL | |||||||
| 50 IRISH LN | EAST ISLIP | NY | 11730 | NONE | PUBLIC | GENERAL PURPOSE | $3,500 |
| JAZZ AT LINCOLN CENTER | |||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC | GENERAL PURPOSE | $1,000 |
| LAMBADA LEGAL | |||||||
| 120 WALL STREET SUITE 1500 | NEW YORK | NY | 10010 | NONE | PUBLIC | GENERAL PURPOSE | $200 |
| LIAM FOUNDATION | |||||||
| PO BOX 27 | BRIGHTWATERS | NY | 11718 | NONE | PUBLIC | GENERAL PURPOSE | $250 |
| LI CRISIS CENTER | |||||||
| 2740 MARTIN AVE 2 | BELLMORE | NY | 11710 | NONE | PUBLIC | GENERAL PURPOSE | $500 |
| LINCOLN CENTER THEATER | |||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC | GENERAL PURPOSE | $3,769 |
| LLCS | |||||||
| 5801 S 84 STREET | LINCOLN | NE | 68516 | NONE | PUBLIC | GENERAL PURPOSE | $100 |
| MARCH OF DIMES | |||||||
| 1275 MAMARONECK AVENUE | WHITE PLAINS | NY | 10605 | NONE | PUBLIC | GENERAL PURPOSE | $150 |
| MET MUSEUM | |||||||
| 1000 5TH AVENUE | NEW YORK | NY | 10028 | NONE | PUBLIC | GENERAL PURPOSE | $510 |
| METROPOLITAN OPERA | |||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | PUBLIC | GENERAL PURPOSE | $11,630 |
| NAACP LEGAL DEFENSE & ED FUND | |||||||
| 4805 MTHOPE DR | BALTIMORE | MD | 21215 | NONE | PUBLIC | GENERAL PURPOSE | $500 |
| NAT'L COUNCIL NEGRO WOMEN | |||||||
| 633 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20004 | NONE | PUBLIC | GENERAL PURPOSE | $150 |
| NNAF | |||||||
| 42 SEAVERNS AVENUE | BOSTON | MA | 02130 | NONE | PUBLIC | GENERAL PURPOSE | $2,500 |
| NORTHWELL HEALTH FOUNDATION | |||||||
| 2000 MARCUS AVENUE | NEW HYDE PARK | NY | 11042 | NONE | PUBLIC | GENERAL PURPOSE | $300,000 |
| NRDC | |||||||
| 40 WEST 20TH STEET | NEW YORK | NY | 10011 | NONE | PUBLIC | GENERAL PURPOSE | $450 |
| NY CITY BALLET | |||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | NONE | PUBLIC | GENERAL PURPOSE | $8,815 |
| NY CITY CENTER | |||||||
| 130 W 56TH ST | NEW YORK | NY | 10019 | NONE | PUBLIC | GENERAL PURPOSE | $5,140 |
| NYCLU | |||||||
| 125 BROAD STREET | NEW YORK | NY | 10004 | NONE | PUBLIC | GENERAL PURPOSE | $100 |
| NY PHILHARMONIC | |||||||
| 10 LINCOLN CENTER PLZ | NEW YORK | NY | 10023 | NONE | PUBLIC | GENERAL PURPOSE | $5,000 |
| NY PUBLIC RADIO | |||||||
| 445 FIFTH AVENUE 4TH FLOOR | NEW YORK | NY | 10016 | NONE | PUBLIC | GENERAL PURPOSE | $3,700 |
| PATRON PROGRAM MET OPERA | |||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | PUBLIC | GENERAL PURPOSE | $18,000 |
| PFLAG | |||||||
| 130 E 25TH STREET | NEW YORK | NY | 10010 | NONE | PUBLIC | GENERAL PURPOSE | $100 |
| PING CHONG & COMPANY | |||||||
| 47 GREAT JONES STREET | NEW YORK | NY | 10012 | NONE | PUBLIC | GENERAL PURPOSE | $2,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 434 WEST 33RD ST | NEW YORK | NY | 10001 | NONE | PUBLIC | GENERAL PURPOSE | $2,000 |
| PLANNED PARENTHOOD HP | |||||||
| 190 FAIRVIEW AVENUE | HUDSON | NY | 12534 | NONE | PUBLIC | GENERAL PURPOSE | $500 |
| PHILADELPHIA CHAMBER MUSIC SOCIETY | |||||||
| 1528 WALNUT STREET SUITE 301 | NEW YORK | NY | 19102 | NONE | PUBLIC | GENERAL PURPOSE | $500 |
| PROGRESSIVE NYC | |||||||
| 250 BROADWAY | NEW YORK | NY | 10007 | NONE | PUBLIC | GENERAL PURPOSE | $100 |
| RESIST | |||||||
| PO BOX 441155 | SOMERVILLE | MA | 03144 | NONE | PUBLIC | GENERAL PURPOSE | $150 |
| ROUNDABOUT | |||||||
| 231 W 39TH STREET 1200 | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL PURPOSE | $2,404 |
| SCHOOL OF AMERICAN BALLET | |||||||
| 70 LINCOLN CENTER PLAZA FRNT 5 | NEW YORK | NY | 10011 | NONE | PUBLIC | GENERAL PURPOSE | $250 |
| SIGNATURE THEATRE | |||||||
| 480 WEST 42ND ST | NEW YORK | NY | 10036 | NONE | PUBLIC | GENERAL PURPOSE | $1,000 |
| SLIFCA CENT | |||||||
| 80 WASLL STREET | NEW HAVEN | CT | 06511 | NONE | PUBLIC | GENERAL PURPOSE | $180 |
| SPECIAL OLYMPICS NY | |||||||
| 504 BALLTOWN ROAD | SCHENECTADY | NY | 12304 | NONE | PUBLIC | GENERAL PURPOSE | $100 |
| SPLC | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NONE | PUBLIC | GENERAL PURPOSE | $700 |
| TAOS SCHOOL OF MUSIC | |||||||
| PO BOX 2630 | TAOS | NM | 87571 | NONE | PUBLIC | GENERAL PURPOSE | $1,000 |
| THE ALS FOUNDATION | |||||||
| 1275 K ST NW 1050 | WASHINGTON | DC | 20005 | NONE | PUBLIC | GENERAL PURPOSE | $1,000 |
| THE CHILDREN'S AID SOCIETY | |||||||
| 105 EAST 22ND STREET | NEW YORK | NY | 10010 | NONE | PUBLIC | GENERAL PURPOSE | $500 |
| THE CITY COLLEGE FUND | |||||||
| 160 CONVENT AVE | NEW YORK | NY | 10031 | NONE | PUBLIC | GENERAL PURPOSE | $15,000 |
| THE HIGHLAND SCHOOL | |||||||
| 3880 RIDGE ROAD | MEDINA | OH | 44256 | NONE | PUBLIC | GENERAL PURPOSE | $100 |
| THE NATION | |||||||
| 520 EIGHT AVENUE | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL PURPOSE | $100 |
| THIRTEENWNET | |||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | NONE | PUBLIC | GENERAL PURPOSE | $250 |
| VNS | |||||||
| 101 LAUREL RD | EAST NORTHPORT | NY | 11731 | NONE | PUBLIC | GENERAL PURPOSE | $100 |
| YIVO INSTITIUTE OF JEWISH RESEARCH | |||||||
| 15 WEST 16TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC | THE HARTMAN/BARBASH FAMILY ENDOWED CHAIR IN CARDIOVASCULAR AND THORACIC SURGERY | $180 |
| SAVE VENICE INC | |||||||
| 133 E 58TH ST SUITE 501 | NEW YORK | NY | 10022 | NONE | PUBLIC | GE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $492,153 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $263 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $987 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,795 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,045 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,045 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN BARBASH | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 52 LAWRENCE LANE | AddressLine1Txt |
| City | BAYSHORE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11706 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CERTILMAN BALIN ATTORNEYS | CategoryTxt |
| Legal Fees | $4,250 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,250 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEE | $276 | $276 | $0 |
| BANK FEES | $181 | $0 | $181 |
Comments