HUBERFELD FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HUBERFELD FAMILY FOUNDATION INC (EIN 13-4042543)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-29
- IRS object ID
- 202003039349100615
- Schema version
- 2019v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Notes Loans Rcvbl Short Sch2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-29T12:58:56-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113061778 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAGNER FERBER FINE & ACKERMAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 SOUTH TYSON AVENUE | AddressLine1Txt |
| City | FLORAL PARK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134042543 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUBERFELD FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUBE | BusinessNameControlTxt |
| Phone | 9173642400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 MANOR LANE | AddressLine1Txt |
| City | LAWRENCE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11559 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MURRAY HUBERFELD | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9173642400 | PhoneNum |
| Signature | 2020-10-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN M WAGNER CPA | PreparerPersonNm |
| PTIN | P00152928 | PTIN |
| Phone | 5163283800 | PhoneNum |
| Preparation | 2020-10-26 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 137.116.92.11 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-26 | IPDt |
| IP Tm | 15:42:06 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $30,232,692 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $103,873 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $103,873 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,141,650 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,141,650 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,766,964 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $223,883 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $223,883 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$2,297,558 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,469,406 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $80,625 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $40,312 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $40,313 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $20,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $10,000 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $5,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $869,180 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,002 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,001 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,400 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $34,753 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,920 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,921 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $605,322 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,203 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $774 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,633,882 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $67,436 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $52,408 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $779,480 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $779,480 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,413,362 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $67,436 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $831,888 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,710,920 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,401,970 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$5 | CashBOYAmt |
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,745,801 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,239,760 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,239,760 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $24,148,475 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $21,249,306 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $24,148,475 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $22,107,925 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $3,991,420 | CorporateStockBOYAmt |
| Corporate Stock EOY | $224,456 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,189 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,200,009 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,882,817 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,882,817 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $4,810 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $37,191,341 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,495,509 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,232,692 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $5,949 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $21,037 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,949 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,037 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $37,185,392 | RetainedEarningBOYAmt |
| Retained Earning EOY | $32,474,472 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $37,185,392 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,474,472 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $37,191,341 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,495,509 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $37,185,392 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,710,920 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $32,474,472 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $32,474,472 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|
| PLATINUM PARTNERS VALUE ARBITAGE | P | 2019-12-31 | $2,595,299 | -$2,595,299 | -$2,595,299 | |
| PLATINUM LIQUID OPPORTUNITY FUND | P | 2019-12-31 | $966,792 | -$966,792 | -$966,792 | 2009-07-31 |
| PLATINUM PARTNERS CREDIT OPPORTUNITY FUND | P | 2019-12-31 | $204,873 | -$204,873 | -$204,873 | 2015-09-01 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,766,964 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,530,363 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $32,279,015 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.078390 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $810,075 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $34,238,688 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.023660 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,164,843 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $39,903,050 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.029192 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,013,514 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $45,281,113 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.066551 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,522,214 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $43,027,767 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.035377 | DistributionYr5Rt |
| Total Distribution | 0.233170 | TotalDistributionRt |
| Average Distribution | 0.046634 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $30,184,400 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,407,619 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $14,020 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,421,639 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $831,888 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,039 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $28,039 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $28,039 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,757 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $15,012 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $27,769 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $135 | EsPenaltyAmt |
| Tax Due | $405 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WAGNERFERBERFINE ACKERMAN PLLC | IndividualWithBooksNm |
| Phone | 5163283800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 S TYSON AVENUE | AddressLine1Txt |
| City | FLORAL PARK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MURRAY HUBERFELD | ||||||||
| 15 MANOR LANE | LAWRENCE | NY | 11559 | PRESIDENT/DIRECTOR | 0.00 | $0 | $0 | $0 |
| ALEXANDER HUBERFELD | ||||||||
| 15 MANOR LANE | LAWRENCE | NY | 11559 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| RACHEL JACOBS | ||||||||
| 451 WEST END AVENUE | NEW YORK | NY | 10024 | SECRETARY/TREAS/DIRECTOR | 20.00 | $80,625 | $0 | $0 |
| JESSICA BEREN | ||||||||
| 420 WEST END AVENUE | NEW YORK | NY | 10024 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $488,590 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,914,922 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $24,240,549 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,644,061 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $30,644,061 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $459,661 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,184,400 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,509,220 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,509,220 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,039 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,039 | TotalTaxAmt |
| Distributable Before Adj | $1,481,181 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,481,181 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,481,181 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $831,888 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $831,888 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $831,888 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,481,181 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $794,344 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $950,430 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,744,774 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $831,888 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $831,888 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $649,293 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $649,293 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,095,481 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,095,481 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $145,051 | ExcessFromYear4Amt |
| Excess From Year1 | $950,430 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RACHEL JACOBS | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MURRAY HUBERFELD | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 MANOR LANE | AddressLine1Txt |
| City | LAWRENCE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11559 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9173642400 | RecipientPhoneNum |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF SHAARE ZEDEK MEDICAL CENTER | ||||||||||||
| 55 WEST 39TH STREET | NEW YORK | NY | 10018 | N/A | HOSPITAL | ASSIST HOSPITAL | $20,500 | |||||
| AMERICAN FRIENDS YESHIVA TIFERES YISROEL | ||||||||||||
| 422 ENGLEWOOD AVE | TEANECK | NJ | 07666 | N/A | SCHOOL | ASSIST SCHOOL | $160,000 | |||||
| BETH MEIR | ||||||||||||
| 1637 E 3RD ST | BROOKLYN | NY | 11230 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $10,000 | |||||
| CHABAD OF PUERTO RICO | ||||||||||||
| N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | 18 CALLE ROSA | CAROLINA | PUERTO RICO | RQ | 00979 | ||||
| EDMUND J SAFRA SYNAGOGUE | ||||||||||||
| 1801 OCEAN PARKWAY | BROOKLYN | NY | 11223 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $25,000 | |||||
| FRIENDS OF KETER TORAH INC | ||||||||||||
| 5002 11TH AVE | BROOKLYN | NY | 11204 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $10,000 | |||||
| KEREN ACHEINU BNEI YISRAEL | ||||||||||||
| 960 EAST 27TH ST | BROOKLYN | NY | 11210 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,000 | |||||
| MESAMCHE LEV | ||||||||||||
| 1364 53RD STREET | BROOKLYN | NY | 11219 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | |||||
| MIAMI BEACH ERUV | ||||||||||||
| 4259 NAUTILUS DR | MIAMI BEACH | FL | 33145 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $100 | |||||
| OHR CHAIM | ||||||||||||
| 317 WEST 47TH STREET | MIAMI BEACH | FL | 33140 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $7,200 | |||||
| CHAI LIFELINE | ||||||||||||
| 151 WEST 30TH ST | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,600 | |||||
| HEBREW ACADEMY OF LONG BEACH | ||||||||||||
| 132 SPRUCE STREET | CEDARHURST | NY | 11516 | N/A | SCHOOL | ASSIST SCHOOL | $1,600 | |||||
| CONGREGATION AHAVAS TZDOKAH V'CHESED | ||||||||||||
| 1347 42ND STREET | BROOKLYN | NY | 11218 | N/A | PUBLIC CHARITY | HELP NEEDY INDIVIDUALS | $350,000 | |||||
| CONGREGATION BAIS AVRAHOM ZEV | ||||||||||||
| 2 ROCKAWAY TURNPIKE | LAWRENCE | NY | 11559 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $45,000 | |||||
| ALEPH INSTITUTE | ||||||||||||
| 9540 COLLINS AVE | SURFSIDE | FL | 33154 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $10,000 | |||||
| NER ISRAEL RABBINICAL COLLEGE | ||||||||||||
| 400 MT WILSON LANE | BALTIMORE | MD | 21208 | N/A | SCHOOL | ASSIST SCHOOL | $5,000 | |||||
| OHEL CHILDRENS HOME & FAMILY SERVICES | ||||||||||||
| 4510 16TH AVE | BROOKLYN | NY | 11204 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $18,000 | |||||
| OHR OLAM INSTITUTE | ||||||||||||
| 2 HERRICK DRIVE | LAWRENCE | NY | 11559 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $25,000 | |||||
| REBBE TALMID | ||||||||||||
| 82 CABINFIELD CIRCLE | LAKEWOOD | NJ | 08701 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | |||||
| THE BEIS | ||||||||||||
| 451 WEST END AVENUE | NEW YORK | NY | 10024 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $10,000 | |||||
| THE SHTICK GEMACH | ||||||||||||
| 30 HERRICK DRIVE | LAWRENCE | NY | 11559 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $180 | |||||
| VAAD HARABANIM | ||||||||||||
| 221 REGENT DRIVE | LAKEWOOD | NJ | 08701 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,000 | |||||
| YESHIVA KETANA OF LONG ISLAND | ||||||||||||
| 321 DOUGHTY BLVD | INWOOD | NY | 11096 | N/A | SCHOOL | ASSIST SCHOOL | $8,300 | |||||
| YOUNG ISRAEL OF BAL HARBOUR | ||||||||||||
| 9580 ABBOTT AVE | SURFSIDE | FL | 33154 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $51,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $779,480 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $103,873 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,141,650 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $223,883 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3,766,964 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$2,297,558 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$2,297,558 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $24,002 | Amt |
| Net Investment Income | $12,001 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,400 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | TANAGER ENERGY | StockNm |
| EOY Book Value | $224,456 | EOYBookValueAmt |
| EOYFMV | $2,189 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN INSURANCE POLICIES | AT COST | $2,864,033 | $2,864,033 |
| SPROUT PREF HOLDINGS LLC | AT COST | $18,784 | $18,784 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $869,180 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID EXCISE TAX | Desc |
| BOY Book Value | $4,810 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEE TO NYS ATTORNEY GENERAL | $1,025 | $0 | $0 |
| BANK CHARGES | $885 | $430 | $0 |
| SUNDRY | $1,705 | $0 | $0 |
| INSURANCE | $701 | $350 | $351 |
| ADVERTISING CHARITABLE STATUS | $160 | $0 | $0 |
| OFFICE | $846 | $423 | $423 |
| SETTLEMENT ON BLACK ELK LAWSUIT | $600,000 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE DEATH BENFIT | Desc |
| Revenue And Expenses Per Books | $223,883 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $223,883 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $223,883 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| SUSPENSE | $2,660 | $2,660 |
| PAYROLL TAXES PAYABLE | $3,289 | $3,125 |
| EXCISE TAX PAYABLE | $0 | $15,252 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (28 entries)
| Insider RelationshipInsiderRelationshipTxt | Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | Repayment TermsRepaymentTermsTxt | InterestInterestRt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Loan PurposeLoanPurposeTxt | Lender ConsiderationLenderConsiderationDesc | Consideration FMVConsiderationFMVAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| MORTGAGES RECEIVABLE | ||||||||||
| NONE | $6,210,000 | $484,867 | 2010-07 | 2018-06 | VARIOUS | 12.000000000000 | REAL ESTATE MORTGAGE | INVESTMENT | REAL ESTATE MORTGAGES | $0 |
| M ORATZ | ||||||||||
| NONE | $750,000 | $470,000 | 2014-05 | 2022-01 | 10000/MO | 6.000000000000 | PERSONAL GUARANTIES AND INSURANCE POLICY | INVESTMENT | $0 | |
| HUTTON VENTURES - TAX LIENS | ||||||||||
| NONE | $900,000 | $550,000 | 2016-12 | 2020-12 | 14.000000000000 | TAX LIENS | INVESTMENT | $0 | ||
| AM LIFE | ||||||||||
| NONE | $301,126 | $1,434,878 | 2015-12 | 2020-12 | VARIOUS | 15.000000000000 | INSURANCE POLCIES | INVESTMENT | $0 | |
| ORATZ | ||||||||||
| NONE | $400,000 | $99,667 | 2015-04 | 2020-12 | 6666/MO | 5.000000000000 | PERSONAL GUARANTIES | INVESTMENT | $0 | |
| HUTTON VENTURES NORSE | ||||||||||
| NONE | $1,000,000 | $500,000 | 2015-12 | 2018-12 | LUMP SUM | 15.000000000000 | PERSONAL GUARANTIES AND REAL ESTATE | INVESTMENT | $0 | |
| AARON ELBOGEN IRREV TRUST | ||||||||||
| NONE | $1,500,000 | $1,500,000 | 2016-01 | 2022-01 | LUMP SUM | 12.000000000000 | INVESTMENT | $0 | ||
| FUCHS FAMILY FOUNDATION | ||||||||||
| NONE | $325,000 | $197,500 | 2016-04 | 2025-05 | 3 PAYMENTS OF $25000 AND THEN $2500/MO | 0.000000000000 | PERSONAL GUARANTIES | LOAN TO A CHARITY | $0 | |
| E RUBENSTEIN | ||||||||||
| NONE | $100,000 | $0 | 2016-03 | 2019-07 | 4200/MO | 22.800000000000 | PERSONAL GUARANTIES | INVESTMENT | $0 | |
| ARROYA CREDIT - SCHEIBER | ||||||||||
| NONE | $1,900,000 | $0 | 2015-09 | 2018-12 | VARIOUS AMOUNTS | 16.000000000000 | REAL ESTATE MORTGAGE | INVESTMENT | $0 | |
| HUTTON VENTURES - MOVIE LOAN | ||||||||||
| NONE | $499,960 | $496,800 | 2016-07 | 2020-12 | LUMP SUM | 24.000000000000 | TWO MOTION PICTURES | INVESTMENT | $0 | |
| MONTAGE HOLDINGS | ||||||||||
| NONE | $442,349 | $554,248 | 2018-06 | LUMP SUM | 14.000000000000 | INSURANCE POLCIES | INVESTMENT | $0 | ||
| HUTTON VENTURES | ||||||||||
| NONE | $100,000 | $1,000,000 | 2017-05 | 2021-05 | LUMP SUM | 5.000000000000 | GUARANTEED BY CORP | INVESTMENT | $0 | |
| ORATZ | ||||||||||
| NONE | $675,000 | $675,000 | 2017-05 | 2020-12 | LUMP SUM | 12.000000000000 | REAL ESTATE | $0 | ||
| CROWN ADULT CARE | ||||||||||
| NONE | $1,000,000 | $1,000,000 | 2017-07 | 2020-12 | LUMP SUM | 12.000000000000 | INSURANCE POLCIES | $0 | ||
| EMPIRE CAPITAL | ||||||||||
| NONE | $2,500,000 | $2,500,000 | 2017-09 | 2020-12 | 8.000000000000 | INSURANCE POLCIES | INVESTMENT | $0 | ||
| LFM FUNDING | ||||||||||
| NONE | $1,000,000 | $325,000 | 2017-11 | 2019-11 | PAID 2/21/20 | 12.000000000000 | REAL ESTATE | $0 | ||
| WILLIAMSBURG HOTEL | ||||||||||
| NONE | $7,500,000 | $750,000 | 2017-12 | 2021-04 | 15.000000000000 | REAL ESTATE | INVESTMENT | $0 | ||
| AARON ELBOGEN IRREV TRUST | ||||||||||
| NONE | $5,000,000 | $5,500,000 | 2018-09 | 2020-01 | PAID 1/20/20 | 8.000000000000 | PERSONAL GUARANTIES | INVESTMENT | $0 | |
| HUTTON VENTURES - MOSKOWITZ | ||||||||||
| NONE | $500,000 | $500,000 | 2018-12 | 2021-05 | LUMP SUM | 24.000000000000 | INVESTMENT | $0 | ||
| HUTTON VENTURES TOBY MOSKOWITZ | ||||||||||
| NONE | $1,000,000 | $1,000,000 | 2018-03 | 2021-05 | LUMP SUM | 24.000000000000 | REAL ESTATE AND PERSONAL GUARANTY | INVESTMENT | $0 | |
| HUTTON VENTURES | ||||||||||
| NONE | $985,688 | $800,000 | 2018-03 | 2020-12 | LUMP SUM | 14.000000000000 | REAL ESTATE -215 MOORE STREET | INVESTMENT | $0 | |
| FARKAS GROUP | ||||||||||
| NONE | $150,000 | $250,000 | 2018-01 | 2020-06 | LUMP SUM | 12.000000000000 | MARKETABLE SECURITIES | INVESTMENT | $0 | |
| FARKAS GROUP | ||||||||||
| NONE | $500,000 | $340,000 | 2018-02 | 2020-06 | 10000/MO | 12.000000000000 | MARKETABLE SECURITIES | INVESTMENT | $0 | |
| CLASSON FUNDING LLC | ||||||||||
| NONE | $0 | $3,000,000 | 2019-06 | 2021-12 | LUMP SUM | 8.000000000000 | PERSONAL GUARANTIES | $0 | ||
| ELY TENDER | ||||||||||
| NONE | $100,000 | $100,000 | 2019-10 | 2020-12 | 8333/MO | 0.000000000000 | PERSONAL GUARANTIES | ASSIST NEEDY INDIVIDUAL | $0 | |
| CS LOAN SERIES III | ||||||||||
| NONE | $100,000 | $98,015 | 2019-10 | 2022-10 | SELF AMORTIX=ZING | 12.000000000000 | AIRPLANES | $0 | ||
| A TEITELBAUM | ||||||||||
| NONE | $10,000 | $10,000 | 2019-11 | 2020-10 | 1000/MO | 0.000000000000 | PERSONAL GUARANTIES | ASSIST NEEDY INDIVIDUAL | $0 | |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVE MOUNTAIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $12,500 | BalanceDueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MURRAY HUBERFELD | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 MANOR LANE | AddressLine1Txt |
| City | LAWRENCE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11559 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES 990PF | $26,912 | $0 | $0 |
| PAYROLL | $7,841 | $3,920 | $3,921 |
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