HUBERFELD FAMILY FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
HUBERFELD FAMILY FOUNDATION INC (EIN 13-4042543)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-10-27
IRS object ID
202343009349100424
Schema version
2022v5.0
Note
A later return for the same period supersedes this one.
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)
Return2023-10-27T13:52:10-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN113061778PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WAGNER FERBER FINE & ACKERMAN PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line166 SOUTH TYSON AVENUEAddressLine1Txt
CityFLORAL PARKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11001ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN134042543EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HUBERFELD FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHUBEBusinessNameControlTxt
Phone9173642400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line115 MANOR LANEAddressLine1Txt
CityLAWRENCECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11559ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMURRAY HUBERFELDPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone9173642400PhoneNum
Signature2023-10-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMURRAYPersonFirstNm
Person LastHUBERFELDPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEPHEN M WAGNER CPAPreparerPersonNm
PTINP00152928PTIN
Phone5163283800PhoneNum
Preparation2023-10-25PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$24,245,248FMVAssetsEOYAmt
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$76,134InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$76,134InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$599,944DividendsRevAndExpnssAmt
Dividends Net Invst Incm$599,944DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$676,078TotalRevAndExpnssAmt
Total Net Invst Incm$676,078TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$50,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$25,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$25,000CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$85,000LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$18,494AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$9,247AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,623AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$13,374TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,278TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$2,278TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$24,232OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$10,379OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$10,379OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$191,100TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$46,904TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$42,280TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,496,720ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,496,720ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,687,820TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$46,904TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,539,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,011,742ExcessRevenueOverExpensesAmt
Net Investment Income$629,174NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,316CashBOYAmt
Cash EOY$2,140CashEOYAmt
Cash EOYFMV$2,140CashEOYFMVAmt
Sav And Temp Cash Invst BOY$11,177,347SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$7,595,623SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$7,595,623SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$13,443,139OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$12,266,555OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$13,443,139OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$12,187,289OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$524,456CorporateStockBOYAmt
Corporate Stock EOY$553,440CorporateStockEOYAmt
Corporate Stock EOYFMV$4,438CorporateStockEOYFMVAmt
Other Investments BOY$4,102,891OtherInvestmentsBOYAmt
Other Investments EOY$4,455,758OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,455,758OtherInvestmentsEOYFMVAmt
Total Assets BOY$28,073,565TotalAssetsBOYAmt
Total Assets EOY$26,050,100TotalAssetsEOYAmt
Total Assets EOYFMV$24,245,248TotalAssetsEOYFMVAmt
Other Liabilities BOY$8,658OtherLiabilitiesBOYAmt
Other Liabilities EOY$7,425OtherLiabilitiesEOYAmt
Total Liabilities BOY$8,658TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,425TotalLiabilitiesEOYAmt
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$28,064,907RetainedEarningBOYAmt
Retained Earning EOY$26,042,675RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$28,064,907TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$26,042,675TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$28,073,565TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$26,050,100TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$28,064,907TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,011,742ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$26,053,165SubtotalAmt
Other Decreases$10,490OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$26,042,675TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$8,746InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$8,746SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$8,746TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,050EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$3,328ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$11,378TotalPaymentsAndCreditsAmt
Es Penalty$86EsPenaltyAmt
Overpayment$2,546OverpaymentAmt
Applied To ES Tax$2,546AppliedToESTaxAmt
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 StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksWAGNERFERBERFINE ACKERMAN PLLCIndividualWithBooksNm
Phone5163283800PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line166 S TYSON AVENUEAddressLine1Txt
CityFLORAL PARKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11001ZIPCd
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 Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MURRAY HUBERFELD
15 MANOR LANELAWRENCENY11559PRESIDENT/DIRECTOR0.00$0$0$0
ALEXANDER HUBERFELD
15 MANOR LANELAWRENCENY11559DIRECTOR0.00$0$0$0
RACHEL JACOBS
400 OCEAN AVELAWRENCENY11559SECRETARY/TREAS/DIRECTOR20.00$50,000$0$0
JESSICA BEREN
23 MARTIN LANELAWRENCENY11559DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

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$665,967AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,546,008AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$16,833,104FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$26,045,079TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$26,045,079AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$390,676CashDeemedCharitableAmt
Net Vl Noncharitable Assets$25,654,403NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,282,720MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,282,720MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,746TaxBasedOnInvestmentIncomeAmt
Total Tax$8,746TotalTaxAmt
Distributable Before Adj$1,273,974DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,273,974DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,273,974DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,539,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,539,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,273,974DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$781,289ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1$1,682,757ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,464,046TotalExcessDistributionCyovAmt
Qualifying Distributions$2,539,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,273,974AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,265,026RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,729,072TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,729,072ExcessDistriCyovToNextYrAmt
Excess From Year4$781,289ExcessFromYear4Amt
Excess From Year1$1,682,757ExcessFromYear1Amt
Excess From Current Year$1,265,026ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRACHEL JACOBSContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMURRAY HUBERFELDRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line115 MANOR LANEAddressLine1Txt
CityLAWRENCECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11559ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9173642400RecipientPhoneNum
Form And Info And MaterialsLETTERFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (94 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
ACHIEZER RELIEF FUND
334 CENTRAL AVELAWRENCENY11559N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$1,800
AMERICAN FRIENDS OF RCT
510 SECOND STREETLAKEWOODNJ08701N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$500,000
AMERICAN FRIENDS OF SHAARE ZEDEK MEDICAL CENTER
55 W 39TH STNEW YORKNY10018N/AHOSPITALASSIST HOSPITAL$20,500
AMERICAN FRIENDS OF YAD ELIEZER
410 GLENN ROADJACKSONNJ08527N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$14,000
BEVERLY HILLS SYNAGOGUE
9261 ALDEN DRIVEBEVERLY HILLSCA90210N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$2,000
AMERICAN FRIENDS YESHIVA TIFERES YISROEL
422 EDGEWOOD AVETEANECKNJ07666N/ASCHOOLASSIST SCHOOL$100,000
CHABAD OF FISHTOWN
437 STERLING STBROOKLYNNY11225N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$3,600
ANI LEDODI
127 CENTRAL AVELAWRENCENY11559N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$1,000
CAMP KAYLIE
400 MOUNT VERNON ROADWURTSBORONY12790N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$22,000
CTEEN OF GREATER NEW HAVEN
261 DERBY AVEORANGECT06477N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$1,000
CHABAD OF ZAMBIA
1210 EAST 26 AVEANCHORAGEAK99508N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$5,000
CHABAD OF AHWATUKEE
875 N MCCLINTOCK DRCHANDLERAZ85281N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$5,000
CHABAD OF FORT WAYNE
12860 STARLING COVEFORT WAYNEIN46845N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$3,000
CHABAD OF NEWARK
51 NEW STREETNEWARKNJ07102N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$2,500
CHABAD OF BERMUDA
1651 PRESIDENT STBROOKLYNNY11213N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$10,000
CHABAD ENRICHMENT CENTER INC
6130 LACKLAND COURTPEACHTREE CORNERSGA30092N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$1,800
CHABAD HOUSE AT UNIVERSITY OF ARIZONA
1436 E DRACHMAN STTUCSONAZ85719N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$3,600
CHABAD ISRAELI CENTER OF PHOENIX
349 CROWN ST 2GBROOKLYNNY11225N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$5,000
CHABAD JEWISH CENTER OF TROY
274 TROY AVEBROOKLYNNY11213N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$2,500
CHABAD LUBAVITCH MITZVAH TANK
1444 PRESIDENT STBROOKLYNNY11213N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$3,600
CHABAD OF BILLINGS MONTANA
474 EMPIRE BLVDBROOKLYNNY11225N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$3,000
CHABAD OF CALDWELL
1 LAKESIDE AVECALDWELLNJ07006N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$2,500
CHABAD OF CHAGRIN FALLS
66 WEST COTTAGE STREETCHAGRIN FALLSOH44022N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$3,600
CHABAD OF COQUITLAM
121 IDLEWILDE HEATH DRWINSTON SALEMNC27106N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$3,000
CHABAD OF ESCONDIDO
2300 LOMICA PLACEESCONDIDOCA92029N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$2,500
CONG OF NIKLESBURG
PO BOX 101WOODBURNENY12788N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$5,000
CONG OHR PNEI YEHOSHUA
287 HEWES STBROOKLYNNY11211N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$10,000
CONGREGATION AHAVAS TZDOKAH V'CHESED
1347 42ND STREETBROOKLYNNY11218N/APUBLIC CHARITYHELP NEEDY INDIVIDUALS$100,000
CHABAD OF LAKE HAVASU CITY
3188 SILVER BELL DRLAKE HAVASU CITYAZ86406N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$3,000
DAVIS MEMORIAL FUND
25 LAWRENCE AVELAWRENCENY11559N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$5,000
DRS
700 IBSEN STREETWOODMERENY11598N/ASCHOOLASSIST SCHOOL$420
FIFTH AVE SYNAGOGUE
5 E 62ND STREETNEW YORKNY10065N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$3,200
CHABAD OF HIGHLAND PARK
821 N AVENUE 50LOS ANGELESCA90042N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$3,600
CHABAD OF INNISFIL
N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$3,6001493 BLACKMORE STINNISFILCAL9S 0P1
HBV MIKING CO RABBI ZALMAN GRAUSZ
1613 41ST STBROOKLYNNY11218N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$34,500
HEBREW ACADEMY OF LONG BEACH
132 SPRUCE STREETCEDARHURSTNY11516N/ASCHOOLASSIST SCHOOL$2,600
JERUSALEM CHESES CHASDI HENNY
1051 E 28TH STBROOKLYNNY11210N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$3,600
CHABAD OF LAKE FOREST IL
2934 W GREENLEAF AVECHICAGOIL60645N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$5,000
CHABAD OF LAKE TAHOE
255 KINGSBURY GRADESTATELINENV89449N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$5,000
CHABAD OF LIVONIA
20108 ANTAGO STLIVONIAMI48152N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$2,500
CHABAD OF MACALESTER GROVELAND
1546 PORTLAND AVEST PAULMN55104N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$1,800
KOLLEL SHABBOS
1351 EAST 10TH STBROOKLYNNY11230N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$100,000
CHABAD OF MAPLE VALLEY
22509 SE 267 STMAPLE VALLEYWA98038N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$2,500
CHABAD OF MONTECITO
1482 E VALLEY ROADMONTECITOCA93108N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$3,600
CHABAD OF NORTHERN NEVADA
1175 W MOANA LNRENONV89509N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$1,500
CHABAD OF BAHIA BLANCA ARGENTINA
4481 UNIVERSITY PARKWAYUNIVERSITY HEIGHTSOH44118N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$5,000
CHABAD OF PASO ROBLES
908 ST ANN DRIVEPASO ROBLESCA93446N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$2,500
CHABAD OF PLANTATION
11525 TERRA BELLA BLVDPLANTATIONFL33325N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$1,800
CONG RABBI MEIR BAAL HANESS
1161 45TH STBROOKLYNNY11219N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$3,600
CHABAD OF S LEANDRO
1367 BRECKENRIDGE STSAN LEANDROCA94579N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$1,800
CHABAD OF SILVER LAKE
422 NORTH RENO LANELOS ANGELESCA90026N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$2,500
CHABAD OF SMYRNA
4450 LOWER ROSEWELL ROADMARIETTAGA30068N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$2,500
CHABAD OF SOUTH PASADENA
1090 E WALNUT STREETPASADENACA91106N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$2,500
CHABAD OF UTAH
1760 S 1100 ESALT LAKE CITYUT84105N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$2,500
CHABAD OF WATERTOWN
572 MOUNT AUBURN STREETWATERTOWNMA02472N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$2,500
CHABAD OF WEST BRIGHTON BEACH
2997 OCEAN PARKWAYBROOKLYNNY11235N/APUBLIC CHARITYRELGIOUS ORGANIZATION$500
CHABAD OF WEST PORTAL
333B WEST PORTAL AVESAN FRANCISCOCA94127N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$3,600
YESHIVA KETANA OF LONG ISLAND
321 DOUGHTY BLVDINWOODNY11096N/ASCHOOLASSIST SCHOOL$1,800
CHABAD OF WILLIAMSBURG
306 PROMENADE LANEWILLIAMSBURGVA23185N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$2,500
CHABAD ON CAMPUS
7198 EASTERN PARKWAY SUITE 1BROOKLYNNY11213N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$1,000
YOUNG ISRAEL OF BAL HARBOUR
9580 ABBOTT AVESURFSIDEFL33154N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$4,000
CHABAD OF TENAFLY
11 HAROLD STREETTENAFLYNJ07670N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$3,600
CHABAD TRACY JEWISH CENTER
171 FOREST HILLS DRIVETRACYCA95376PUBLIC CHARITYRELIGIOUS ORGANIZATION$1,800
CHABAD YOUNG PROFESSIONALS CINCINNATI
9465 HUNTERS CREEK DRCINCINNATIOH45242PUBLIC CHARITYRELIGIOUS ORGANIZATION$1,500
CONG CHASDEI RADOMSK OF BORO PARK
4303 14TH AVEBROOKLYNNY11219PUBLIC CHARITYRELIGIOUS ORGANIZATION$10,000
CONGREGATION BAIS MEDRASH LTORAH
137 GLEN AVELAKEWOODNJ08701PUBLIC CHARITYRELIGIOUS ORGANIZATION$3,600
DISCOVER CREDIT CARD
2 ROCKAWAY TURNPIKELAWRENCENY11559PUBLIC CHARITYRELIGIOUS ORGANIZATION$2,655
EDMUND J SAFRA SYNAGOGUE
1801 OCEAN PARKWAYBROOKLYNNY11223PUBLIC CHARITYRELIGIOUS ORGANIZATION$100,000
FIRST COAST CHABAD INC -JACKSONVILLE FLA
441 BROOKLYN AVEBROOKLYNNY11225N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$1,800
FRIENDS OF TORAH ACADEMY SOUTH AFRICA
6400 VIA ROSABOCA RATONFL33433PUBLIC CHARITYRELIGIOUS ORGANIZATION$1,500
ISRAEL MEDICAL FUND CO THE NEXT STEP
31100 SOLON ROAD SUITE 9SOLONOH44139PUBLIC CHARITYRELIGIOUS ORGANIZATION$500
JEWISH MODESTO
1629 COLLEGE AVEMODESTOCA95350PUBLIC CHARITYRELIGIOUS ORGANIZATION$3,600
JGRADS CHABAD AT UNIVERSITY CHICAGO
5700 S WOOD LAWN AVECHICAGOIL60637PUBLIC CHARITYRELIGIOUS ORGANIZATION$1,800
CONGREGATION KAHAL CHASIDIM
961 NE 172ND STREETMIAMIFL33162PUBLIC CHARITYRELIGIOUS ORGANIZATION$2,800
KHAL MEVAKSHEI HASHEM
137 LAWRENCE AVELAWRENCENY11559PUBLIC CHARITYRELIGIOUS ORGANIZATION$75,000
KIDS GAN ISRAEL FLORIDA
33 MANHATTAN COURTBROOKLYNNY11223PUBLIC CHARITYRELIGIOUS ORGANIZATION$1,800
KOLMAN MONUMENTS
5324 NEW UTRECHT AVEBROOKLYNNY11219PUBLIC CHARITYRELIGIOUS ORGANIZATION$4,550
LADIES SATMAR BIKUR CHOLIM
545 BEDFORD AVEBROOKLYNNY11211PUBLIC CHARITYRELIGIOUS ORGANIZATION$100
LUXURY BLACK CREDIT CARD
5 EAST 62ND STREETNEW YORKNY10065PUBLIC CHARITYRELIGIOUS ORGANIZATION$1,095
NATIONAL SOCIETY FOR HEBREW SCHOOLS
620 FOSTER AVEBROOKLYNNY11230PUBLIC CHARITYRELIGIOUS ORGANIZATION$5,000
NER ISRAEL RABBINICAL COLLEGE
400 MT WILSON LANEPIKESVILLEMD21208PUBLIC CHARITYRELIGIOUS ORGANIZATION$5,000
NJ MONUMENTS LLC
780 US HIGHWAY 9 SUITE 1FREEHOLDNJ07728PUBLIC CHARITYRELIGIOUS ORGANIZATION$3,600
OUR PLACE
PO BOX 297187BROOKLYNNY11229PUBLIC CHARITYRELIGIOUS ORGANIZATION$1,800
THANK U HASHEM
45 CENTRE STWOODMERENY11598PUBLIC CHARITYRELIGIOUS ORGANIZATION$3,000
THE HEIGHTS CHABAD
363 NEW YORK AVE APT 6ABROOKLYNNY11213PUBLIC CHARITYRELIGIOUS ORGANIZATION$2,500
UNITED KALIVER YESHIVA
1536 38TH STBROOKLYNNY11218SCHOOLASSIST SCHOOL$1,000
THE MARCOS AND ADINA KATZ FAMILY FUND
215 EAST 95 STREET APT 25FNEW YORKNY10128FOUNDATIONRELIGIOUS ORGANIZATION$1,100,000
YAD LACHMU ANYA
260 MARCY AVEBROOKLYNNY11230PUBLIC CHARITYRELIGIOUS ORGANIZATION$23,000
WOODBOURNE SHUL
4912 16TH AVEBROOKLYNNY11204PUBLIC CHARITYRELIGIOUS ORGANIZATION$10,000
YESHIVA KOL TORAH
44 BAYSWATER BLVDINWOODNY11096PUBLIC CHARITYRELIGIOUS ORGANIZATION$1,000
YESHIVA SHARRE TORAH
222 OCEAN PARKWAYBROOKLYNNY11218SCHOOLASSIST SCHOOL$5,000
ZICHRON TZVI ELIMELECH
81 MILL POND RDJACKSONNJ08527SCHOOLASSIST SCHOOL$3,600
CHABAD OF VENICE
21560 ANGELA LANEVENICEFL34293PUBLIC CHARITYRELIGIOUS ORGANIZATION$5,000
OHEL CHILDRENS HOME & FAMILY SERVICES
4510 16TH AVEBROOKLYNNY11204PUBLIC CHARITYRELIGIOUS ORGANIZATION$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,496,720TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$76,134ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$599,944ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$676,078ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$676,078TotalIncomeProducingActyAmt

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)
CategoryACCOUNTINGCategoryTxt
Amt$18,494Amt
Net Investment Income$9,247NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,623DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
TANAGER ENERGY$224,456$1,598
ISLEWORTH HV SPAC$328,984$2,840

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
INVESTMENT IN INSURANCE POLICIESAT COST$4,455,650$4,455,650
SPROUT PREF HOLDINGS LLCAT COST$108$108

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$85,000LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescLOSS FROM SPROUT PREF HLDGS LLCDesc
Amt$10,490Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$989$0$0
BOOKKEEPING$20,000$10,000$10,000
INSURANCE$428$214$214
ADVERTISING CHARITABLE STATUS$170$0$0
OFFICE$330$165$165
SUNDRY$765$0$0
NYS FILING FEES$1,550$0$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
SUSPENSE$2,660$2,660
PAYROLL TAXES PAYABLE$3,460$3,997
EXCISE TAX PAYABLE$2,538$768

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (17 entries)

Insider RelationshipInsiderRelationshipTxtLoan OriginalLoanOriginalAmtBalance DueBalanceDueAmtNoteNoteDtLoan MaturityLoanMaturityDtRepayment TermsRepaymentTermsTxtInterestInterestRtSecurity Provided BorrowerSecurityProvidedBorrowerTxtLoan PurposeLoanPurposeTxtLender ConsiderationLenderConsiderationDescConsideration FMVConsiderationFMVAmt
MORTGAGES RECEIVABLE
NONE$6,210,000$484,8672010-072021-06VARIOUS12.000000000000REAL ESTATE MORTGAGEINVESTMENTREAL ESTATE MORTGAGES$0
HUTTON VENTURES - TAX LIENS
NONE$900,000$02016-122021-0614.000000000000TAX LIENSINVESTMENT$0
FUCHS FAMILY FOUNDATION
NONE$325,000$160,0002016-042025-05$1500/MO0.000000000000PERSONAL GUARANTIESLOAN TO A CHARITY$0
HUTTON VENTURES
NONE$100,000$1,000,0002017-052022-05LUMP SUM5.000000000000GUARANTEED BY CORPINVESTMENT$0
CROWN ADULT CARE
NONE$1,000,000$500,0002017-072023-12$100,000 PAYMENTS12.000000000000INSURANCE POLCIES$0
EMPIRE CAPITAL
NONE$2,500,000$1,900,0002017-092024-12$700000/YR8.000000000000INSURANCE POLCIESINVESTMENT$0
WILLIAMSBURG HOTEL
NONE$750,000$750,0002017-122022-0415.000000000000REAL ESTATEINVESTMENT$0
HUTTON VENTURES - MOSKOWITZ
NONE$500,000$500,0002018-122022-05LUMP SUM24.000000000000INVESTMENT$0
HUTTON VENTURES TOBY MOSKOWITZ
NONE$1,000,000$1,000,0002018-032022-05LUMP SUM24.000000000000REAL ESTATE AND PERSONAL GUARANTYINVESTMENT$0
HUTTON VENTURES
NONE$985,688$800,0002018-032022-12LUMP SUM14.000000000000REAL ESTATE -215 MOORE STREETINVESTMENT$0
STEVE MOUNTAIN
NONE$50,000$12,5002019-052020-0512500/MO0.000000000000PERSONAL GUARANTIESHELP NEEDY INDIVIDUAL$0
CLASSON FUNDING LLC
NONE$3,000,000$4,500,0002019-062022-02LUMP SUM8.000000000000PERSONAL GUARANTIESINVESTMENT$0
CS LOAN SERIES III
NONE$100,000$28,2722019-102022-10SELF AMORTIX=ZING12.000000000000AIRPLANESINVESTMENT$0
HUTTON VENTURES WOODHULL LARGO
NONE$1,075,000$300,0002020-022022-12LUMP SUM8.000000000000INVESTMENT$0
L & L INTERNATIONAL
NONE$2,000,000$507,5002020-122021-12PD $1,000,000 2/2/21 PAYING $250,000/QTR10.000000000000PERSONAL GUARANTIES AND REAL ESTATEINVESTMENT$0
MARK SBOROWSKI
NONE$25,000$02021-072022-03LUMP SUM0.000000000000PERSONAL GUARANTIESHELP NEEDY INDIVIDUAL$0
RIVERSIDE ABSTRACTS
NONE$1,000,000$1,000,0002022-122023-12LUMP SUM12.000000000000REAL ESTATEINVESTMENT$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonMURRAY HUBERFELDPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line115 MANOR LANEAddressLine1Txt
CityLAWRENCECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11559ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAXES 990PF$8,818$0$0
PAYROLL$4,556$2,278$2,278

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