HUBERFELD FAMILY FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
HUBERFELD FAMILY FOUNDATION INC (EIN 13-4042543)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-04
IRS object ID
202203089349101610
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-04T12:33:44-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-10-28SignatureDt
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
Preparation2022-10-28PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$27,144,457FMVAssetsEOYAmt
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$26,964InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$26,964InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$976,840DividendsRevAndExpnssAmt
Dividends Net Invst Incm$976,840DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$18,892OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$18,892OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,022,696TotalRevAndExpnssAmt
Total Net Invst Incm$1,022,696TotalNetInvstIncmAmt
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
Oth Empl Slrs Wgs Rev And Expnss$13,333OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$6,667OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$6,666OthEmplSlrsWgsDsbrsChrtblAmt
Legal Fees Rev And Expnss$20,980LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$13,927AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,963AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,964AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$17,264TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,277TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$3,278TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$309,813OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,893OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$3,892OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$425,317TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$45,800TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$45,800TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,008,910ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,008,910ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,434,227TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$45,800TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,054,710TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,411,531ExcessRevenueOverExpensesAmt
Net Investment Income$976,896NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,501CashBOYAmt
Cash EOY$2,316CashEOYAmt
Cash EOYFMV$2,316CashEOYFMVAmt
Sav And Temp Cash Invst BOY$7,401,274SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$11,177,347SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$11,177,347SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$12,266,555OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$19,469,047OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$12,266,555OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$11,560,305OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$224,456CorporateStockBOYAmt
Corporate Stock EOY$524,456CorporateStockEOYAmt
Corporate Stock EOYFMV$301,598CorporateStockEOYFMVAmt
Other Investments BOY$3,405,682OtherInvestmentsBOYAmt
Other Investments EOY$4,102,891OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,102,891OtherInvestmentsEOYFMVAmt
Total Assets BOY$30,502,960TotalAssetsBOYAmt
Total Assets EOY$28,073,565TotalAssetsEOYAmt
Total Assets EOYFMV$27,144,457TotalAssetsEOYFMVAmt
Other Liabilities BOY$21,561OtherLiabilitiesBOYAmt
Other Liabilities EOY$8,658OtherLiabilitiesEOYAmt
Total Liabilities BOY$21,561TotalLiabilitiesBOYAmt
Total Liabilities EOY$8,658TotalLiabilitiesEOYAmt
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$30,481,399RetainedEarningBOYAmt
Retained Earning EOY$28,064,907RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$30,481,399TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$28,064,907TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$30,502,960TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$28,073,565TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$30,481,399TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,411,531ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$28,069,868SubtotalAmt
Other Decreases$4,961OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$28,064,907TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$13,579InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$13,579SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$13,579TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$11,075EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$5,588ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$16,663TotalPaymentsAndCreditsAmt
Es Penalty$34EsPenaltyAmt
Overpayment$3,050OverpaymentAmt
Applied To ES Tax$3,050AppliedToESTaxAmt
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$50,000$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$700,181AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,441,819AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$19,990,636FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$28,132,636TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$28,132,636AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$421,990CashDeemedCharitableAmt
Net Vl Noncharitable Assets$27,710,646NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,385,532MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,385,532MinimumInvestmentReturnAmt
Tax Based On Investment Income$13,579TaxBasedOnInvestmentIncomeAmt
Total Tax$13,579TotalTaxAmt
Distributable Before Adj$1,371,953DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,371,953DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,371,953DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,054,710ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,054,710QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,371,953DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$781,289ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$781,289TotalExcessDistributionCyovAmt
Qualifying Distributions$3,054,710QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,371,953AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,682,757RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,464,046TotalCorpusAmt
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$2,464,046ExcessDistriCyovToNextYrAmt
Excess From Year3$781,289ExcessFromYear3Amt
Excess From Current Year$1,682,757ExcessFromCurrentYearAmt

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 (63 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACHIEZER RELIEF FUND
334 CENTRAL AVELAWRENCENY11559N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$7,000
ADATH ISRAEL
1454 OCEN PARKWAYBROOKLYNNY11230N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$30,000
AMERICAN FRIENDS OF SHAARE ZEDEK MEDICAL CENTER
55 W 39TH STNEW YORKNY10018N/AHOSPITALASSIST HOSPITAL$500,000
AMERICAN FRIENDS YESHIVA TIFERES YISROEL
422 EDGEWOOD AVETEANECKNJ07666N/ASCHOOLASSIST SCHOOL$210,000
CHABAD OF DORAL
5353NW 109 CTDORALFL33178N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$1,800
CHEVRA KADISHA OF NEW SQUARE
6 BUSH LANENEW SQUARENY10977N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$15,000
CHABAD OF IRVINE
5010 BARRANCA PARKWAYIRVINECA92604N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$3,600
CONG OHR PNEI YEHOSHUA
287 HEWES STBROOKLYNNY11211N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$15,000
CHABAD OF LAGUNA
30804 S PACIFIC COAST HIGHWAYLAGUNA BEACHCA92651N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$10,000
CONGREGATION AHAVAS TZDOKAH V'CHESED
1347 42ND STREETBROOKLYNNY11218N/APUBLIC CHARITYHELP NEEDY INDIVIDUALS$400,000
CONGREGATION BAIS AVRAHOM ZEV
2 ROCKAWAY TURNPIKELAWRENCENY11559N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$20,000
DRS
700 IBSEN STREETWOODMERENY11598N/ASCHOOLASSIST SCHOOL$1,000
CHABAD OF OLAH VALLEY
520 NE 8TH AVEFORT LAUDERDALEFL33301N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$1,100
FIFTH AVE SYNAGOGUE
5 E 62ND STREETNEW YORKNY10065N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$6,200
CHABAD OF SARASOTA
770 BENEVA ROADSARASOTAFL34238N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$5,000
HBV MIKING CO RABBI ZALMAN GRAUSZ
1613 41ST STBROOKLYNNY11218N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$25,900
HEBREW ACADEMY OF LONG BEACH
132 SPRUCE STREETCEDARHURSTNY11516N/ASCHOOLASSIST SCHOOL$18,600
CHABAD OF WESTERN MICHIGAN
2615 MICHIGAN ST NEGRAND RAPIDSMI49506N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$5,000
KIMPATORIN AID
1324 50TH STBROOKLYNNY11219N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$8,600
CHABAD OF VAIL
PO BOX 6546VAILCO81657N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$1,000
CONG BAIS SHALOM
11-21 SAGE STFAR ROCKAWAYNY11691N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$250,000
OHEL CHAI
1856 53RD STBROOKLYNNY11204N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$50,000
CONG BNAI HELMETZ
82 SOUTH 8TH STBROOKLYNNY11249N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$9,000
CONG DORG
814 E 3RD STBROOKLYNNY11218N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$7,500
CONG OF NIKLESBURG
PO BOX 101WOODBURNENY12788N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$5,000
FRIENDS OF KETER TORAH INC
5002 11TH AVEBROOKLYNNY11204N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$1,800
GEMILOS CHASADIM CHASDEI DOVID
3054 BEDFORD AVEBROOKLYNNY11210N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$2,500
JERUSALEM CHESES CHASDI HENNY
1051 E 28TH STBROOKLYNNY11210N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$10,000
JEWISH INSTITUTE OF QUEENS
60-05 WOODHAVEN BLVDELMHURSTNY11373N/ASCHOOLASSIST SCHOOL$1,000
YESHIVA KETANA OF LONG ISLAND
321 DOUGHTY BLVDINWOODNY11096N/ASCHOOLASSIST SCHOOL$11,800
KEREN ACHEINU BNAI YISROEL
960A EAST 27TH STBROOKLYNNY11210N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$3,500
YOUNG ISRAEL OF BAL HARBOUR
9580 ABBOTT AVESURFSIDEFL33154N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$11,150
AMERICAN FRIENDS OF RCT
510 SECOND STREETLAKEWOODNJ08701N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$550,000
AMERICAN FRIENDS OF YAD ELIEZER
410 GLENN ROADJACKSONNJ08527N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$5,000
AMERICAN FRIENDS OF YAD YEMIN
4920 15TH AVEBROOKLYNNY11219N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$1,800
AMUDIM COMMUNITY RESOURCES INC
11 BROADWAY SUITE 1076NEW YORKNY10004N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$18,000
ANI LEDODI
127 CENTRAL AVELAWRENCENY11559N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$3,600
BEN ISH ORGANIZATION
1514 55TH STBROOKLYNNY11219N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$18,000
BETH OLOTH
704 EAST 3RD STBROOKLYNNY11218N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$3,600
BETH ROPSHITZ
1875 53RD STBROOKLYNNY11204N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$50,000
BNOS BAIS YAAKOV
613 BEACH 9TH STFAR ROCKAWAYNY11691N/ASCHOOLASSIST SCHOOL$10,000
BOSTONER BAIS MEDRASH
1109 DOUGHTY BLVDLAWRENCENY11559N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$1,800
KEREN HASHLUCHIM
591 MONTGOMERY STBROOKLYNNY11225N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$75,000
KOLLEL SHARE TZION
199 LEE AVEBROOKLYNNY11211N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$130,000
LECHEM LASOVA
1630 44TH STBROOKLYNNY11204N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$5,000
MESIVTA ATERES YAAKOV OF GREATER LONG ISLAND
131 WASHINGTON AVE SLAWRENCENY11559N/ASCHOOLASSIST SCHOOL$10,000
MITZVAH TANK
325 KINGSTON AVEBROOKLYNNY11213N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$3,600
NCSY SUMMER KOLEL
500 WEST 185TH STNEW YORKNY10033N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$500
RABBI MEIR BAAL HANESS
4813 16TH AVEBROOKLYNNY11204N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$1,000
TAG ELEMENTARY SCHOOL
444 BEACH 6TH STFAR ROCKAWAYNY11691N/ASCHOOLASSIST SCHOOL$200,000
TZUR FOUNDATION INC
418 CLIFTON SUITE 204LAKEWOODNJ08701N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$1,000
YACHAD
1244 EAST 7TH STBROOKLYNNY11230N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$1,800
YAD LACHMU ANYA
260 MARCY AVEBROOKLYNNY11211N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$10,000
YESHIVA ADERET HATORAH
1072 MADISON AVELAKEWOODNJ08701N/ASCHOOLASSIST SCHOOL$5,360
YESHIVA ATERES SHMUEL OF WATERBURY
47 BUCKINGHAM STWATERBURYCT06710N/ASCHOOLASSIST SCHOOL$25,000
YESHIVA GEDOLA OF WATERBURY
359 COOKE STWATERBURYCT06710N/ASCHOOLASSIST SCHOOL$5,000
YESHIVA TORAH VADAATH
425 E 9TH STBROOKLYNNY11218N/ASCHOOLASSIST SCHOOL$25,000
YESHIVA DARCHEI TORAH
257 BEACH 17TH STFAR ROCKAWAYNY11691N/ASCHOOLASSIST SCHOOL$97,000
ZERA KODESH
1858 53RD STBROOKLYNNY11204N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$30,000
CHABAD OF WASHINGTON
1267 PRESIDENT STBROOKLYNNY11213N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$5,000
DAVIS MEMORIAL FUND
25 LAWRENCE AVELAWRENCENY11559N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$50,000
KOLLEL SHABBOS
1351 EAST 10TH STBROOKLYNNY11230N/APUBLIC CHARITYRELIGIOUS ORGANIZATION$3,800
YESHIVA OF FAR ROCKAWAY
802 HICKSVILLE ROADFAR ROCKAWAYNY11691N/ASCHOOLASSIST SCHOOL$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,008,910TotalGrantOrContriPdDurYrAmt
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$26,964ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$976,840ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18,892ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,022,696ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,022,696TotalIncomeProducingActyAmt

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$13,927Amt
Net Investment Income$6,963NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,964DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockTANAGER ENERGYStockNm
EOY Book Value$524,456EOYBookValueAmt
EOYFMV$301,598EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
INVESTMENT IN INSURANCE POLICIESAT COST$4,089,883$4,089,883
SPROUT PREF HOLDINGS LLCAT COST$13,008$13,008

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$20,980LegalFeesAmt
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$4,961Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$1,076$0$0
BOOKKEEPING$6,667$3,334$3,333
INSURANCE$1,118$559$559
ADVERTISING CHARITABLE STATUS$160$0$0
OFFICE$677$0$0
SETTLEMENT ON LAWSUIT$300,000$0$0
SUNDRY$115$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescSPROUT PREF HOLDINGSDesc
Revenue And Expenses Per Books$18,892RevenueAndExpensesPerBooksAmt
Net Investment Income$18,892NetInvestmentIncomeAmt
Adjusted Net Income$18,892AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
SUSPENSE$2,660$2,660
PAYROLL TAXES PAYABLE$3,440$3,460
EXCISE TAX PAYABLE$15,461$2,538

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (18 entries)

Insider RelationshipInsiderRelationshipTxtLoan OriginalLoanOriginalAmtBalance DueBalanceDueAmtNoteNoteDtLoan MaturityLoanMaturityDtRepayment TermsRepaymentTermsTxtInterestInterestRtSecurity Provided BorrowerSecurityProvidedBorrowerTxtLoan PurposeLoanPurposeTxtLender ConsiderationLenderConsiderationDescConsideration FMVConsiderationFMVAmt
MORTGAGES RECEIVABLE
NONE$6,210,000$484,8672010-072020-06VARIOUS12.000000000000REAL ESTATE MORTGAGEINVESTMENTREAL ESTATE MORTGAGES$0
HUTTON VENTURES - TAX LIENS
NONE$900,000$550,0002016-122020-0614.000000000000TAX LIENSINVESTMENT$0
FUCHS FAMILY FOUNDATION
NONE$325,000$178,0002016-042025-05$1500/MO0.000000000000PERSONAL GUARANTIESLOAN TO A CHARITY$0
HUTTON VENTURES
NONE$100,000$1,000,0002017-052022-05LUMP SUM5.000000000000GUARANTEED BY CORPINVESTMENT$0
ORATZ
NONE$675,000$02017-052021-12LUMP SUM12.000000000000REAL ESTATE$0
CROWN ADULT CARE
NONE$1,000,000$700,0002017-072023-12$100,000 PAYMENTS12.000000000000INSURANCE POLCIES$0
EMPIRE CAPITAL
NONE$2,500,000$2,100,0002017-092024-12$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
FARKAS GROUP
NONE$150,000$02018-012020-06LUMP SUM12.000000000000MARKETABLE SECURITIESINVESTMENT$0
FARKAS GROUP
NONE$500,000$02018-022020-0610000/MO12.000000000000MARKETABLE SECURITIESINVESTMENT$0
CLASSON FUNDING LLC
NONE$3,000,000$3,000,0002019-062022-02LUMP SUM8.000000000000PERSONAL GUARANTIESINVESTMENT$0
CS LOAN SERIES III
NONE$100,000$58,6882019-102022-10SELF AMORTIX=ZING12.000000000000AIRPLANESINVESTMENT$0
HUTTON VENTURES WOODHULL LARGO
NONE$1,075,000$600,0002020-022022-12LUMP 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$25,0002021-072022-03LUMP SUM0.000000000000PERSONAL GUARANTIESHELP NEEDY INDIVIDUAL$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$10,709$0$0
PAYROLL$6,555$3,277$3,278

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