HUBERFELD FAMILY FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
HUBERFELD FAMILY FOUNDATION INC (EIN 13-4042543)
Tax period
2020-01-01 to 2020-12-31
Filed
2022-01-28
IRS object ID
202210289349100601
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)
Return2022-01-28T09:45:08-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-11-09SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEPHEN M WAGNER CPAPreparerPersonNm
PTINP00152928PTIN
Phone5163283800PhoneNum
Preparation2021-11-09PreparationDt

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)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$30,229,194FMVAssetsEOYAmt
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$48,113InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$48,113InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,540,940DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,540,940DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$1,103,070NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$447,978GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$485,983TotalRevAndExpnssAmt
Total Net Invst Incm$1,589,053TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$75,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$37,500CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$37,500CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$20,000OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$10,000OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$10,000OthEmplSlrsWgsDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,227,500LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$15,726AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,863AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$35,837TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,308TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$4,308TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,387OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,726OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,726OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,378,450TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$61,397TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$53,534TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,095,510ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,095,510ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,473,960TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$61,397TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,149,044TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,987,977ExcessRevenueOverExpensesAmt
Net Investment Income$1,527,656NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1CashBOYAmt
Cash EOY$2,501CashEOYAmt
Cash EOYFMV$2,501CashEOYFMVAmt
Sav And Temp Cash Invst BOY$5,239,760SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$7,401,274SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$7,401,274SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$19,469,047OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$24,148,475OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$19,469,047OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$19,419,080OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$224,456CorporateStockBOYAmt
Corporate Stock EOY$224,456CorporateStockEOYAmt
Corporate Stock EOYFMV$657CorporateStockEOYFMVAmt
Other Investments BOY$2,882,817OtherInvestmentsBOYAmt
Other Investments EOY$3,405,682OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,405,682OtherInvestmentsEOYFMVAmt
Total Assets BOY$32,495,509TotalAssetsBOYAmt
Total Assets EOY$30,502,960TotalAssetsEOYAmt
Total Assets EOYFMV$30,229,194TotalAssetsEOYFMVAmt
Other Liabilities BOY$21,037OtherLiabilitiesBOYAmt
Other Liabilities EOY$21,561OtherLiabilitiesEOYAmt
Total Liabilities BOY$21,037TotalLiabilitiesBOYAmt
Total Liabilities EOY$21,561TotalLiabilitiesEOYAmt
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$32,474,472RetainedEarningBOYAmt
Retained Earning EOY$30,481,399RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$32,474,472TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$30,481,399TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$32,495,509TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$30,502,960TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$32,474,472TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,987,977ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$30,486,495SubtotalAmt
Other Decreases$5,096OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$30,481,399TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
FB LOAN SERIESP2020-03-162020-10-21$447,978$447,978$447,978
HUTTON VENTURES MOVIE LOANP2016-07-182020-12-31-$496,800-$496,800$496,800
HUTTON VENTURES NORSEP2015-12-112020-12-31-$500,000-$500,000$500,000
MONTAGE HOLDINGS LLCP2010-08-052020-12-31-$554,248-$554,248$554,248
FieldValueIRS element (for citing)
Capital Gain Net Income-$1,103,070CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$21,234InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$21,234SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$21,234TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$12,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$23,221ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$35,221TotalPaymentsAndCreditsAmt
Es Penalty$287EsPenaltyAmt
Overpayment$13,700OverpaymentAmt
Applied To ES Tax$13,700AppliedToESTaxAmt
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
451 WEST END AVENUENEW YORKNY10024SECRETARY/TREAS/DIRECTOR20.00$75,000$0$0
JESSICA BEREN
420 WEST END AVENUENEW YORKNY10024DIRECTOR0.00$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$438,153AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,019,835AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$22,683,543FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$30,141,531TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$30,141,531AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$452,123CashDeemedCharitableAmt
Net Vl Noncharitable Assets$29,689,408NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,484,470MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,484,470MinimumInvestmentReturnAmt
Tax Based On Investment Income$21,234TaxBasedOnInvestmentIncomeAmt
Total Tax$21,234TotalTaxAmt
Distributable Before Adj$1,463,236DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,463,236DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,463,236DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,149,044ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,149,044QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,149,044AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,463,236DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$145,051ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr2$950,430ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$1,095,481TotalExcessDistributionCyovAmt
Qualifying Distributions$1,149,044QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,149,044AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$314,192ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$314,192ExcessDistributionCyovAppCYAmt
Total Corpus$781,289TotalCorpusAmt
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$781,289ExcessDistriCyovToNextYrAmt
Excess From Year2$781,289ExcessFromYear2Amt

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 (34 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN FRIENDS OF RCT
510 SECOND STREETLAKEWOODNJ08701N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$100,000
AMERICAN FRIENDS OF SHAARE ZEDEK
55 W 39TH STNEW YORKNY10018N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$10,000
AMERICAN FRIENDS YESHIVA TIFERES YISROEL
15 HAMLIN ROADEDISONNJ08817N/ASCHOOLASSIST SCHOOL$50,000
CHABAD LUBAVITCH MITZVAH TANK
1444 PRESIDENT STBROOKLYNNY11213N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$3,600
CHEVRA KADISHA OF NEW SQUARE
6 BUSH LANENEW SQUARENY10977N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$5,000
CONG BAIS YESHUYA
PO BOX 402546MIAMI BEACHFL33140N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$3,600
CONG OHR PNEI YEHOSHUA
287 HEWES STBROOKLYNNY11211N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$5,000
CONG YISMACH MOSHE
45 CENTRE STWOODMERENY11598N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$3,000
CONGREGATION AHAVAS TZDOKAH V'CHESED
1347 42ND STREETBROOKLYNNY11218N/APUBLIC CHARITYHELP NEEDY INDIVIDUALS$410,000
CONGREGATION BAIS AVRAHOM ZEV
2 ROCKAWAY TURNPIKELAWRENCENY11559N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$75,000
DRS
700 IBSEN STREETWOODMERENY11598N/ASCHOOLASSIST SCHOOL$810
EDMUND J SAFRA SYNAGOGUE
1801 OCEAN PARKWAYBROOKLYNNY11223N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$25,000
FIFTH AVE SYNAGOGUE
5 E 62ND STREETNEW YORKNY10065N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$8,200
GIRLSTOWN OHR CHADASH
1417 CONEY ISLAND AVEBROOKLYNNY11230N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$10,000
HBV MIKING CO RABBI ZALMAN GRAUSZ
1613 41ST STBROOKLYNNY11218N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$10,000
HEBREW ACADEMY OF LONG BEACH
132 SPRUCE STREETCEDARHURSTNY11516N/ASCHOOLASSIST SCHOOL$2,600
KEREN YISRAEL
4500 9TH AVEBROOKLYNNY11220N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$5,000
KIMPATORIN AID
1324 50TH STBROOKLYNNY11219N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$1,800
KOLLEL YISROEL V'SHIMSHON-WEST SIDE KOLLEL
646 WEST END AVENYNY10025N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$1,600
NATIONAL SOCIETY FOR HEBREW DAY SCHOOL
620 FOSTER AVEBROOKLYNNY11230N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$169,000
NER ISRAEL RABBINICAL COLLEGE
400 MT WILSON LANEBALTIMOREMD21208N/ASCHOOLASSIST SCHOOL$5,000
OHEL CHILDRENS HOME & FAMILY SERVICES
4510 16TH AVEBROOKLYNNY11204N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$32,000
ONEG SHABBOS OF WEST SIDE
650 WEST END AVE SUITE 2ANEW YORKNY10025N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$3,600
PURCHASES OF FOOD FOR THE HOLIDAYS FOR NEEDY FAMILIES
15 MANOR LANELAWRENCENY11559N/ARELIGIOUS ORGANIZATION$4,600
RABBINICAL ACADEMY OF VENICE
383 KINGSTON AVE 289BROOKLYNNY11213N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$5,000
ROFEH CHOLIM CANCER SOCIETY
762 BEDFORD AVEBROOKLYNNY11205N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$5,000
SHEKEL HAKODESH
10 JEFFERSON AVESPRING VALLEYNY10977N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$50,000
THE CARLBACH SHUL
305 WEST 79TH STNEW YORKNY10024N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$5,000
TOVA U'BRACHA
99 WALWORTH ST 5TH FLBROOKLYNNY11205N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$10,000
YAD MOSHE
1520 39TH STREETBROOKLYNNY11218N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$25,000
YESHIVA KETANA OF LONG ISLAND
321 DOUGHTY BLVDINWOODNY11096N/ASCHOOLASSIST SCHOOL$12,500
YESHIVA TORA ORE
3006 AVE M SUITE 1BBROOKLYNNY11210N/AASSIST SCHOOL$10,000
YOUNG ISRAEL OF BAL HARBOUR
9580 ABBOTT AVESURFSIDEFL33154N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$25,000
ALEPH INSTITUTE
9540 COLLINS AVESURFSIDEFL33154N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$3,600
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,095,510TotalGrantOrContriPdDurYrAmt
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$48,113ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,540,940ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$1,103,070ExclusionAmt

Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp

FieldValueIRS element (for citing)
Business900099BusinessCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$485,983ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$485,983TotalIncomeProducingActyAmt

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$15,726Amt
Net Investment Income$7,863NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockTANAGER ENERGYStockNm
EOY Book Value$224,456EOYBookValueAmt
EOYFMV$657EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
INVESTMENT IN INSURANCE POLICIESAT COST$3,398,456$3,398,456
SPROUT PREF HOLDINGS LLCAT COST$7,226$7,226

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$1,227,500LegalFeesAmt
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$5,096Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEE TO NYS ATTORNEY GENERAL$775$0$0
BANK CHARGES$1,400$700$700
SUNDRY$405$203$202
INSURANCE$543$271$272
ADVERTISING CHARITABLE STATUS$160$0$0
OFFICE$1,104$552$552

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
SUSPENSE$2,660$2,660
PAYROLL TAXES PAYABLE$3,125$3,440
EXCISE TAX PAYABLE$15,252$15,461

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (28 entries)

Insider RelationshipInsiderRelationshipTxtLoan OriginalLoanOriginalAmtBalance DueBalanceDueAmtNoteNoteDtLoan MaturityLoanMaturityDtRepayment TermsRepaymentTermsTxtInterestInterestRtSecurity Provided BorrowerSecurityProvidedBorrowerTxtLoan PurposeLoanPurposeTxtLender ConsiderationLenderConsiderationDescConsideration FMVConsiderationFMVAmt
MORTGAGES RECEIVABLE
NONE$6,210,000$484,8672010-072019-06VARIOUS12.000000000000REAL ESTATE MORTGAGEINVESTMENTREAL ESTATE MORTGAGES$0
M ORATZ
NONE$750,000$02014-052022-0110000/MO6.000000000000PERSONAL GUARANTIES AND INSURANCE POLICYINVESTMENT$0
HUTTON VENTURES - TAX LIENS
NONE$900,000$550,0002016-122020-1214.000000000000TAX LIENSINVESTMENT$0
AM LIFE
NONE$301,126$02015-122020-12VARIOUS15.000000000000INSURANCE POLCIESINVESTMENT$0
ORATZ
NONE$400,000$02015-042020-126666/MO5.000000000000PERSONAL GUARANTIESINVESTMENT$0
HUTTON VENTURES NORSE
NONE$1,000,000$02015-122018-12LUMP SUM15.000000000000PERSONAL GUARANTIES AND REAL ESTATEINVESTMENT$0
AARON ELBOGEN IRREV TRUST
NONE$1,500,000$02016-012022-01LUMP SUM12.000000000000INVESTMENT$0
FUCHS FAMILY FOUNDATION
NONE$325,000$196,0002016-042025-05$1500/MO0.000000000000PERSONAL GUARANTIESLOAN TO A CHARITY$0
HUTTON VENTURES - MOVIE LOAN
NONE$499,960$02016-072020-12LUMP SUM24.000000000000TWO MOTION PICTURESINVESTMENT$0
MONTAGE HOLDINGS
NONE$442,349$02019-06LUMP SUM14.000000000000INSURANCE POLCIESINVESTMENT$0
HUTTON VENTURES
NONE$100,000$1,000,0002017-052021-05LUMP SUM5.000000000000GUARANTEED BY CORPINVESTMENT$0
ORATZ
NONE$675,000$100,0002017-052021-12LUMP SUM12.000000000000REAL ESTATE$0
CROWN ADULT CARE
NONE$1,000,000$900,0002017-072022-12$100,000 PAYMENTS12.000000000000INSURANCE POLCIES$0
EMPIRE CAPITAL
NONE$2,500,000$2,300,0002017-092022-12$500000 IN 2021 BALANCE IN 20228.000000000000INSURANCE POLCIESINVESTMENT$0
LFM FUNDING
NONE$1,000,000$02017-112019-11PAID 2/21/2012.000000000000REAL ESTATE$0
WILLIAMSBURG HOTEL
NONE$750,000$750,0002017-122021-0415.000000000000REAL ESTATEINVESTMENT$0
AARON ELBOGEN IRREV TRUST
NONE$5,000,000$02018-092020-01PAID 1/20/208.000000000000PERSONAL GUARANTIESINVESTMENT$0
HUTTON VENTURES - MOSKOWITZ
NONE$500,000$500,0002018-122021-05LUMP SUM24.000000000000INVESTMENT$0
HUTTON VENTURES TOBY MOSKOWITZ
NONE$1,000,000$1,000,0002018-032021-05LUMP SUM24.000000000000REAL ESTATE AND PERSONAL GUARANTYINVESTMENT$0
HUTTON VENTURES
NONE$985,688$800,0002018-032020-12LUMP SUM14.000000000000REAL ESTATE -215 MOORE STREETINVESTMENT$0
FARKAS GROUP
NONE$150,000$250,0002018-012020-06LUMP SUM12.000000000000MARKETABLE SECURITIESINVESTMENT$0
FARKAS GROUP
NONE$500,000$340,0002018-022020-0610000/MO12.000000000000MARKETABLE SECURITIESINVESTMENT$0
CLASSON FUNDING LLC
NONE$3,000,000$7,400,0002019-062022-02LUMP SUM8.000000000000PERSONAL GUARANTIESINVESTMENT$0
ELY TENDER
NONE$100,000$02019-102020-128333/MO0.000000000000PERSONAL GUARANTIESASSIST NEEDY INDIVIDUAL$0
CS LOAN SERIES III
NONE$100,000$85,6802019-102022-10SELF AMORTIX=ZING12.000000000000AIRPLANESINVESTMENT$0
A TEITELBAUM
NONE$10,000$02019-112020-101000/MO0.000000000000PERSONAL GUARANTIESASSIST NEEDY INDIVIDUAL$0
HUTTON VENTURES WOODHULL LARGO
NONE$1,075,000$800,0002020-022021-12LUMP SUM8.000000000000INVESTMENT$0
L & L INTERNATIONAL
NONE$2,000,000$2,000,0002020-122021-12PD $1,000,000 2/2/21 PAYING $250,000/QTR10.000000000000PERSONAL GUARANTIES AND REAL ESTATEINVESTMENT$0

Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2

Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp

Organization501c3 Name Organization501c3Name

FieldValueIRS element (for citing)
Business Name Line1STEVE MOUNTAINBusinessNameLine1Txt
FieldValueIRS element (for citing)
Balance Due$12,500BalanceDueAmt

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$27,221$0$0
PAYROLL$8,616$4,308$4,308

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