HUBERFELD FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HUBERFELD FAMILY FOUNDATION INC (EIN 13-4042543)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-05
- IRS object ID
- 201943099349100204
- Schema version
- 2018v3.1
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-05T08:28:11-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 INC | 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 | 2019-10-29 | 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 | 2019-10-28 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 40.70.7.12 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-29 | IPDt |
| IP Tm | 13:07:22 | 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 | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $32,043,707 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $125,197 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $125,197 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,689,694 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,689,694 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,420,375 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,714 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,714 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$599,270 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,818,605 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $120,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $60,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $60,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $21,667 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $10,833 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $5,417 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,277 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,138 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,228 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $139 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $30,072 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,925 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,925 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $32,851 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,771 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $392 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $227,006 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $117,667 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $73,962 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,473,410 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,473,410 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,700,416 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $117,667 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,547,372 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,299,686 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,700,938 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,223,146 | CashBOYAmt |
| Cash EOY | -$5 | CashEOYAmt |
| Cash EOYFMV | -$5 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,731,838 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,745,801 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,745,801 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $21,249,306 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $17,588,584 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $21,249,306 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $20,088,056 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $5,751,420 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,991,420 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,036 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,246,492 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,200,009 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,200,009 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,810 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,810 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $40,541,480 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,191,341 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,043,707 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $56,402 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $5,949 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $56,402 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,949 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $40,485,078 | RetainedEarningBOYAmt |
| Retained Earning EOY | $37,185,392 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,485,078 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $37,185,392 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,541,480 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $37,191,341 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,485,078 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,299,686 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $37,185,392 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $37,185,392 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PEARLSTEIN INSURANCE LOAN | P | 2011-11-09 | 2018-12-31 | $75,000 | -$75,000 | -$75,000 |
| INSURANCE POLICY PREIMUMS NOT PAID | P | 2014-05-07 | 2018-12-31 | $357,000 | -$357,000 | -$357,000 |
| HUTTON VENTURES NORSE - BAD DEBT | P | 2016-01-21 | 2018-12-31 | $228,375 | -$228,375 | -$228,375 |
| MOBLI MEDIA INC | 2014-11-05 | 2018-12-31 | $1,760,000 | -$1,760,000 | -$1,760,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,420,375 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $810,075 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $34,238,688 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.023660 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,164,843 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $39,903,050 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.029192 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,013,514 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $45,281,113 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.066551 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,522,214 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $43,027,767 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.035377 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,109,731 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $38,926,899 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.079886 | DistributionYr5Rt |
| Total Distribution | 0.234666 | TotalDistributionRt |
| Average Distribution | 0.046933 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $32,279,015 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,514,951 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $17,009 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,531,960 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,547,372 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $17,009 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,009 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,009 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,819 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $21,819 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,810 | OverpaymentAmt |
| Applied To ES Tax | $4,810 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | 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 | $120,000 | $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 | $1,180,828 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,882,917 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $20,706,829 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,770,574 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,770,574 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $491,559 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,279,015 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,613,951 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,613,951 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,009 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,009 | TotalTaxAmt |
| Distributable Before Adj | $1,596,942 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,596,942 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,596,942 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,547,372 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,547,372 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $17,009 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,530,363 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,596,942 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,196,312 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $794,344 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $1,990,656 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,547,372 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,596,942 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $950,430 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,941,086 | 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 | $1,196,312 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,744,774 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $794,344 | ExcessFromYear3Amt |
| Excess From Current Year | $950,430 | ExcessFromCurrentYearAmt |
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 (50 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 BNAI LEVY FOUNDATION | ||||||||||||
| 5417 18TH AVE | BROOKLYN | NY | 11204 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $100,000 | |||||
| AMERICAN FRIENDS OF KETER TORAH | ||||||||||||
| 5002 11TH AVE | BROOKLYN | NY | 11204 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $50,000 | |||||
| SHAARE ZEDEK MEDICAL CENTER | ||||||||||||
| 55 WEST 39TH STREET | NEW YORK | NY | 10018 | N/A | HOSPITAL | ASSIST HOSPITAL | $8,500 | |||||
| AMERICAN FRIENDS OF GIRLSTOWN OHR CHODOSH | ||||||||||||
| 1417 CONEY ISLAND AVE | BROOKLYN | NY | 11230 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $15,000 | |||||
| AMIDEI ZION OF BOBOV | ||||||||||||
| 1569 47TH ST | BROOKLYN | NY | 11219 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $100,000 | |||||
| BAIS YAAKOV DRAV MEIR | ||||||||||||
| 85 PARKVILLE AVE | BROOKLYN | NY | 11230 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,000 | |||||
| BONEI OLAM | ||||||||||||
| 1755 46TH ST | BROOKLYN | NY | 11204 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,000 | |||||
| CAMP MORASHA | ||||||||||||
| 274 HIGH LAKE ROAD | LAKE COMO | PA | 18437 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $6,500 | |||||
| CONG BEIS AHARN | ||||||||||||
| 59 RUTLEDGE ST | BROOKLYN | NY | 11249 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $150,000 | |||||
| CHAI LIFELINE | ||||||||||||
| 151 WEST 30TH ST | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,500 | |||||
| CONGREGATION AHAVAS TZDOKAH V'CHESED | ||||||||||||
| 1347 42ND STREET | BROOKLYN | NY | 11218 | N/A | PUBLIC CHARITY | HELP NEEDY INDIVIDUALS | $450,000 | |||||
| CONGREGATION BAIS AVRAHOM ZEV | ||||||||||||
| 2 ROCKAWAY TURNPIKE | LAWRENCE | NY | 11559 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $425,000 | |||||
| CONGREGATION BNEI TORAH OF LAWRENCE | ||||||||||||
| 41 MARTIN LANE | LAWRENCE | NY | 11559 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,000 | |||||
| BELEV ECHAD | ||||||||||||
| 1448 56TH STREET | BROOKLYN | NY | 11219 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $10,000 | |||||
| CONGREGATION OHEV SHALOM | ||||||||||||
| 270 WEST 84TH STREET | NEW YORK | NY | 10024 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,000 | |||||
| DAVIS MEMORIAL FUND | ||||||||||||
| 25 LAWRENCE AVE | LAWRENCE | NY | 11559 | N/A | PRIVATE FOUNDATION | PRIVATE FOUNDATION | $18,000 | |||||
| BETH AHRON VISRAEL CHESED FUND | ||||||||||||
| 606 EAST 2ND STREET | BROOKLYN | NY | 11218 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,800 | |||||
| CHABAD OF SOUTH BROWARD | ||||||||||||
| 1295 E HALLENDALE BEACH BLVD | HALLENDALE BEACH | FL | 33009 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $57,200 | |||||
| HEBREW ACADEMY OF FIVE TOWNS | ||||||||||||
| 44 FROST LANE | LAWRENCE | NY | 11559 | N/A | SCHOOL | ASSIST SCHOOL | $4,000 | |||||
| CHABAD OF THAILAND | ||||||||||||
| N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $36,000 | 96 RAM BUTTRI ROAD | BANGKOK | THAILAND | TH | 10200 | ||||
| CONG KEREN ATERES YISOCHER DOV DZABLITOV | ||||||||||||
| 39 LYNCH STREET | BROOKLYN | NY | 11206 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,500 | |||||
| CONG MERKAZ HABRACHA | ||||||||||||
| 1013 AVENUE M | BROOKLYN | NY | 11230 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $10,000 | |||||
| CONGREGATION ADATH YISROEL | ||||||||||||
| 1589 E 34TH ST BROOKLYN NY 11234 | BROOKLYN | NY | 11230 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $360 | |||||
| TIKVAH -ETTA & LAZEAR ISRAEL CENTER | ||||||||||||
| 1427 S ROBERTSON BLVD | LOS ANGELES | CA | 90035 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,000 | |||||
| EZER MIZION | ||||||||||||
| 5225 NEW UTRECHT AVE 3 | BROOKLYN | NY | 11219 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $500 | |||||
| FRIENDS OF ADERES HATORAH | ||||||||||||
| 1072 MADISON AVE | LAKEWOOD | NJ | 08701 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,200 | |||||
| FRIENDS OF ZO ARTZEINU | ||||||||||||
| 460 BARNARD AVE | CEDARHURST | NY | 11516 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $150,000 | |||||
| GEMILOS CHASADIM CHASDEI MOSHE | ||||||||||||
| 5314 16TH AVE | BROOKLYN | NY | 11204 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $9,850 | |||||
| KESHER SARAH | ||||||||||||
| 4706 18TH AVE | BROOKLYN | NY | 11204 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,800 | |||||
| NER ISRAEL RABBINICAL COLLEGE | ||||||||||||
| 400 MT WILSON LANE | BALTIMORE | MD | 21208 | N/A | SCHOOL | ASSIST SCHOOL | $5,000 | |||||
| OHR OLAM INSTITUTE | ||||||||||||
| 2 HERRICK DRIVE | LAWRENCE | NY | 11559 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $175,000 | |||||
| MESIVTA RAMBAM | ||||||||||||
| 15 FROST LANE | LAWRENCE | NY | 11559 | N/A | SCHOOL | ASSIST SCHOOL | $50,000 | |||||
| OZAR HATORAH | ||||||||||||
| 411 5TH AVENUE | NEW YORK | NY | 10016 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $4,800 | |||||
| ROFEH CHOLIM CANCER SOCIETY | ||||||||||||
| 762 BEDFORD AVE | BROOKLYN | NY | 11205 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,600 | |||||
| SHAS YIDEN | ||||||||||||
| 1173 E 24TH ST | BROOKLYN | NY | 11210 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $25,000 | |||||
| TOMCHEI TZEDAKA | ||||||||||||
| 18 BRIDGEWOOD AVE | LAKEWOOD | NJ | 08701 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | |||||
| YAD AVRAHAM INSTITUTE | ||||||||||||
| 810 7TH AVE | NEW YORK | NY | 10019 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $100,000 | |||||
| YESHIVA KETANA OF QUEENS | ||||||||||||
| 78-15 PARSONS BLVD | FRESH MEADOWS | NY | 11366 | N/A | SCHOOL | ASSIST SCHOOL | $1,000 | |||||
| YESHIVA DARCHEI TORAH | ||||||||||||
| 257 BEACH 17TH ST | FAR ROCKAWAY | NY | 11691 | N/A | SCHOOL | ASSIST SCHOOL | $175,000 | |||||
| YESHIVA KETANA OF LONG ISLAND | ||||||||||||
| 321 DOUGHTY BLVD | INWOOD | NY | 11096 | N/A | SCHOOL | ASSIST SCHOOL | $3,800 | |||||
| YOUNG ISRAEL OF BAL HARBOUR | ||||||||||||
| 9580 ABBOTT AVE | SURFSIDE | FL | 33154 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $12,000 | |||||
| YESHIVA OHR SHRAGA | ||||||||||||
| 1102 AVENUE L | BROOKLYN | NY | 11230 | N/A | SCHOOL | ASSIST SCHOOL | $50,000 | |||||
| YESHIVA OHR YISRAEL | ||||||||||||
| 2899 NOSTRAND AVE | BROOKLYN | NY | 11229 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | |||||
| YESHIVA SHAREI SHMUOS | ||||||||||||
| 1553 41ST STREET | BROOKLYN | NY | 11218 | N/A | SCHOOL | ASSIST SCHOOL | $10,000 | |||||
| YETEV LEV JERUSALEM | ||||||||||||
| 143 RODNEY ST | BROOKLYN | NY | 11211 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $36,000 | |||||
| ZICHRON SHLOMO | ||||||||||||
| 5014 16TH AVE SUITE 132 | BROOKLYN | NY | 11204 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $100,000 | |||||
| ALEPH INSTITUTE | ||||||||||||
| 9540 COLLINS AVE | SURFSIDE | FL | 33154 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $12,500 | |||||
| BNOS BAIS YAAKOV | ||||||||||||
| 613 BEACH 9TH ST | FAR ROCKAWAY | NY | 11691 | N/A | SCHOOL | ASSIST SCHOOL | $75,000 | |||||
| KEHILLAS BAS YEHUDA TZVI | ||||||||||||
| 395 OAKLAND AVE | CEDARHURST | NY | 11516 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | |||||
| OHEL CHILDRENS HOME & FAMILY SERVICES | ||||||||||||
| 4510 16TH AVE | BROOKLYN | NY | 11204 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,473,410 | 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 | $125,197 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,689,694 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,714 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,420,375 | 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 | -$601,770 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$601,770 | 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 | $22,277 | Amt |
| Net Investment Income | $11,138 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,228 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PLATINUM PARTNERS VALUE ARBITRAGE (INTERNATIONAL) LTD | $2,595,299 | $0 |
| TANAGER ENERGY | $224,456 | $5,036 |
| PLATINUM LIQUID OPPORTUNITY FUND LTD | $966,792 | $0 |
| PLATINUM PARTNERS CREDIT OPPORTUNITY FUND | $204,873 | $0 |
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 | $4,122,985 | $4,122,985 |
| SPROUT PREF HOLDINGS LLC | AT COST | $77,024 | $77,024 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID EXCISE TAX | Desc |
| EOY Book Value | $4,810 | EOYBookValueAmt |
| EOYFMV | $4,810 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEE TO NYS ATTORNEY GENERAL | $775 | $0 | $0 |
| BANK CHARGES | $1,570 | $785 | $392 |
| LIFE INSURANCE ON DEBTOR TO SECURE LOAN | $27,626 | $27,626 | $0 |
| SUNDRY | $1,414 | $707 | $0 |
| INSURANCE | $1,306 | $653 | $0 |
| ADVERTISING CHARITABLE STATUS | $160 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SPROUT PREF HOLDINGS LLC | Desc |
| Revenue And Expenses Per Books | $3,714 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,714 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,714 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| SUSPENSE | $2,660 | $2,660 |
| EXCISE TAXES PAYABLE | $50,516 | $0 |
| PAYROLL TAXES PAYABLE | $3,226 | $3,289 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (33 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 | 2017-06 | VARIOUS | 12.000000000000 | REAL ESTATE MORTGAGE | INVESTMENT | REAL ESTATE MORTGAGES | $0 |
| JUDAH PEARLSTEIN | ||||||||||
| NONE | $135,000 | $0 | 2012-08 | 2016-12 | 10000/MO | 0.000000000000 | PERSONAL GUARANTIES | TO HELP PERSON IN NEED | $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 | 2019-12 | 14.000000000000 | TAX LIENS | INVESTMENT | $0 | ||
| AM LIFE | ||||||||||
| NONE | $301,126 | $1,100,334 | 2015-12 | 2017-06 | VARIOUS | 15.000000000000 | INSURANCE POLCIES | INVESTMENT | $0 | |
| ORATZ | ||||||||||
| NONE | $400,000 | $140,000 | 2015-04 | 2020-04 | 6666/MO | 5.000000000000 | PERSONAL GUARANTIES | INVESTMENT | $0 | |
| HUTTON VENTURES - TAX LIENS | ||||||||||
| NONE | $1,000,000 | $500,000 | 2016-09 | 2018-12 | LUMP SUM | 15.000000000000 | PERSONAL GUARANTIES AND REAL ESTATE | INVESTMENT | $0 | |
| HUTTON VENTURES -NORSE | ||||||||||
| NONE | $456,750 | $0 | 2015-09 | 2017-11 | LUMP SUM | 18.000000000000 | CORPORATIONS ASSETS | INVESTMENT | $0 | |
| JEST HOLDINGS | ||||||||||
| NONE | $0 | $0 | 2015-01 | 2018-03 | VARIOUS | 12.000000000000 | MORTGAGES | INVESTMENT | $0 | |
| AARON ELBOGEN IRREV TRUST | ||||||||||
| NONE | $1,500,000 | $1,500,000 | 2016-01 | 2021-01 | LUMP SUM | 12.000000000000 | INVESTMENT | $0 | ||
| ARROYA CREDIT | ||||||||||
| NONE | $300,000 | $0 | 2016-09 | 2018-03 | LUMP SUM | 15.000000000000 | INSURANCE POLCIES | INVESTMENT | $0 | |
| HUTTON VENTURES | ||||||||||
| NONE | $350,000 | $0 | 2016-09 | 2020-06 | 14877/MO | 20.000000000000 | GOLD INVESTMENT | INVESTMENT | $0 | |
| HUTTON VENTURES | ||||||||||
| NONE | $250,000 | $0 | 2016-12 | 2018-01 | 23782/MO STARTING JAN 2017 | 11.000000000000 | COPPER MINE | 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 | $27,126 | 2016-03 | 2019-07 | 4200/MO | 22.800000000000 | PERSONAL GUARANTIES | INVESTMENT | $0 | |
| ARROYA CREDIT - SCHEIBER | ||||||||||
| NONE | $1,900,000 | $1,108,431 | 2015-09 | 2018-12 | VARIOUS AMOUNTS | 16.000000000000 | REAL ESTATE MORTGAGE | INVESTMENT | $0 | |
| CONFIDENTIAL LENDING | ||||||||||
| NONE | $450,000 | $0 | 2016-02 | 2018-03 | LUMP SUM | 12.000000000000 | 2 MOTION PICTURE | 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 | 2017-06 | LUMP SUM | 14.000000000000 | INSURANCE POLCIES | INVESTMENT | $0 | ||
| HUTTON VENTURES | ||||||||||
| NONE | $100,000 | $1,000,000 | 2017-05 | 2019-05 | LUMP SUM | 5.000000000000 | INVESTMENT | $0 | ||
| TINA BEN YOSEF | ||||||||||
| NONE | $100,000 | $0 | 2017-05 | 2018-05 | 9166.67/MP | 18.000000000000 | PERSONAL GUARANTIES | HELP NEEDY INDIVIDUAL | $0 | |
| ORATZ | ||||||||||
| NONE | $675,000 | $675,000 | 2017-05 | 2018-12 | LUMP SUM | 12.000000000000 | REAL ESTATE | $0 | ||
| CROWN ADULT CARE | ||||||||||
| NONE | $1,000,000 | $1,000,000 | 2017-07 | 2018-12 | LUMP SUM | 12.000000000000 | INSURANCE POLCIES | $0 | ||
| EMPIRE CAPITAL | ||||||||||
| NONE | $2,500,000 | $2,500,000 | 2017-09 | 2019-09 | 8.000000000000 | INSURANCE POLCIES | INVESTMENT | $0 | ||
| LFM FUNDING | ||||||||||
| NONE | $1,000,000 | $325,000 | 2017-11 | 2019-11 | 12.000000000000 | REAL ESTATE | $0 | |||
| WILLIAMSBURG HOTEL | ||||||||||
| NONE | $7,500,000 | $750,000 | 2017-12 | 2019-12 | 15.000000000000 | REAL ESTATE | INVESTMENT | $0 | ||
| JASON LYONS | ||||||||||
| NONE | $1,500,000 | $0 | 2017-10 | 2018-05 | $1000000 2/18, $500000 5/18 | 12.000000000000 | MARKETABLE SECURITIES | INVESTMENT | $0 | |
| AARON ELBOGEN IRREV TRUST | ||||||||||
| NONE | $5,000,000 | $5,000,000 | 2018-09 | 2019-12 | 8.000000000000 | PERSONAL GUARANTIES | INVESTMENT | $0 | ||
| HUTTON VENTURES - MOSKOWITZ | ||||||||||
| NONE | $500,000 | $500,000 | 2018-12 | 2019-12 | LUMP SUM | 24.000000000000 | INVESTMENT | $0 | ||
| HUTTON VENTURES | ||||||||||
| NONE | $1,000,000 | $1,000,000 | 2018-03 | 2019-12 | LUMP SUM | 24.000000000000 | REAL ESTATE AND PERSONAL GUARANTY | INVESTMENT | $0 | |
| HUTTON VENTURES | ||||||||||
| NONE | $985,688 | $800,000 | 2018-03 | 2019-12 | LUMP SUM | 14.000000000000 | REAL ESTATE -215 MOORE STREET | INVESTMENT | $0 | |
| FARKAS GROUP | ||||||||||
| NONE | $150,000 | $150,000 | 2018-01 | 2019-12 | LUMP SUM | 12.000000000000 | MARKETABLE SECURITIES | INVESTMENT | $0 | |
| FARKAS GROUP | ||||||||||
| NONE | $500,000 | $420,000 | 2018-02 | 2019-12 | LUMP SUM | 12.000000000000 | MARKETABLE SECURITIES | INVESTMENT | $0 | |
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 (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES 990PF | $17,009 | $0 | $0 |
| PAYROLL | $11,850 | $5,925 | $5,925 |
| NYS TAX | $1,213 | $0 | $0 |
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