The Laub Family Charitable Foundation Fka the Julie Laub Foundation

Nonprofit profile at a glance

EIN
814237808
IRS 990-PF coverage
2017–2025
Forms available
Form 990-PF 2025
Location
Great Neck, NY, USA
Rating
91
Verdict
STRONG
Rating confidence
Standard
Sector
Private Independent Foundations

Reported finances

Revenue
$3,534,523
Expenses
$228,275

Source: IRS Form 990-PF. Selected filing: tax year 2025. Amounts in USD.

Overview

Mission

Private Independent Foundations

What it reported funding in 2025

The foundation reported 7 filed grant rows totaling $226,770. The stated grant purposes included to provide educational, recreational, and social enrichment programs that breaks the cycle of intergenerational poverty in israel., to support the projects and activities of the israel museum., and to provide educational, social programs that breaks the cycle ofintergenerational poverty in israel., plus 2 other reported purposes.

Operating model

Revenue model
Donor-supported. 99% of the foundation's positive operating resources came from contributions.
Distribution model
Grant intermediary. The foundation distributed 100% of its reported charitable disbursements as grants.

The verdict

STRONG - A large share of available resources goes to charitable grants and the filing identifies who received its grants. Assets provide a limited cushion relative to annual grants and some filed totals do not add up.

Rating breakdown

  • Grant Deployment: 100
  • Cost Efficiency: 99
  • Transparency: 100
  • Compliance: 84
  • Endowment Health: 40

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: 100%; rating input score 100; 88th percentile among comparable filings

Cost Efficiency

  • Grant expense ratio: 99.3%; rating input score 99; 98th percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Foundation activity disclosures: 17 of 19 controls in place; rating input score 89
    • Property sale or exchange with a disqualified person: Pass
    • Borrowing from or lending to a disqualified person: Pass
    • Goods, services, or facilities involving a disqualified person: Pass
    • Compensation paid to a disqualified person: Pass
    • Assets transferred to a disqualified person: Pass
    • Payment to a government official: Pass
    • Uncorrected prior self-dealing: Pass
    • Prior-year undistributed income: Fail
    • Excess business holdings: Missing
    • Investments that may jeopardize charitable purposes: Pass
    • Uncorrected prior-year jeopardizing investments: Pass
    • Attempt to influence legislation: Pass
    • Attempt to influence an election: Pass
    • Individual grants for travel, study or similar purposes: Pass
    • Grants outside qualifying charitable organization categories: Pass
    • Spending for a noncharitable purpose: Pass
    • Funds received for a personal-benefit contract: Pass
    • Premiums paid on a personal-benefit contract: Pass
    • Prohibited tax-shelter transaction: Pass
  • Filing consistency checks: 7; rating input score 78

Endowment Health

  • Endowment-health comparison: 15.67; rating input score 40; 40th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Grants: 100% of grant recipient detail disclosed
  • Payout: At least 100% grant deployment rate
  • Trustees: Filed trustees detail
  • Self-dealing: 100% of reviewed questions answered “No”
  • Investments: 40th percentile for endowment coverage
  • Consistency: 7 of 9 current checks pass · 2 findings to review
  • Schedules: 1 filed schedules
  • Filing history: 9 filing years from 2017 to 2025
  • Contacts: How to reach this organization
  • Money network: 5 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Endowment Health: Endowment-health comparison scored 40/100.
  • Moderate — Transparency & Controls: Assets equal liabilities and net assets did not reconcile in the filed values.
  • Moderate — Transparency & Controls: Balance sheet eoy total did not reconcile in the filed values.
  • Review — Compliance: Foundation activity disclosures: Prior-year undistributed income not reported.