HUBERFELD FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HUBERFELD FAMILY FOUNDATION INC (EIN 13-4042543)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-07
- IRS object ID
- 201822509349100107
- Schema version
- 2017v2.3
- 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 Expenses Schedule
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-07T10:35:15-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-08-23 | 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 | 2018-08-20 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 198.246.189.155 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-08-23 | IPDt |
| IP Tm | 15:13:47 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4464CDCAA5233541D60BAC959D84D22127AA2D23 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $37,646,382 | 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 | $56,513 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $56,513 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,254,965 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,254,965 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $702,746 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,255,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $702,746 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,014,224 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,014,224 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $100,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $50,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $50,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $40,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $20,000 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $5,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,402 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $23,592 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,796 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $85,475 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,790 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,790 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $36,366 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $33,167 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,235 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $289,835 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $120,753 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $62,025 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $748,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $748,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,037,885 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $120,753 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $810,075 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,976,339 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,893,471 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,874,452 | CashBOYAmt |
| Cash EOY | $6,223,146 | CashEOYAmt |
| Cash EOYFMV | $6,223,146 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,240,524 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,731,838 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,746,341 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $17,588,584 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $13,232,917 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $17,588,584 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $17,588,584 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $5,546,547 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,546,547 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,726,231 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,686,762 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,451,365 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,362,080 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $38,581,202 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,541,480 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $37,646,382 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $72,463 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $56,402 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $72,463 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $56,402 | 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 | $38,508,739 | RetainedEarningBOYAmt |
| Retained Earning EOY | $40,485,078 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $38,508,739 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $40,485,078 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $38,581,202 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $40,541,480 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $38,508,739 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,976,339 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $40,485,078 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $40,485,078 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | BRACHA LIFE INSURANCE | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Sold | 2017-10-25 | SoldDt |
| Gross Sales Price | $1,255,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $552,254 | CostOrOtherBasisAmt |
| Gain Or Loss | $702,746 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $702,746 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $702,746 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,164,843 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $39,903,050 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.029192 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,013,514 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $45,281,113 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.066551 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,522,214 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $43,027,767 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.035377 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,109,731 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $38,926,899 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.079886 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,559,267 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $34,276,961 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.074664 | DistributionYr5Rt |
| Total Distribution | 0.285670 | TotalDistributionRt |
| Average Distribution | 0.057134 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $34,238,688 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,956,193 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $28,935 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,985,128 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $810,075 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $57,869 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $57,869 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $57,869 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,450 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $61,335 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $69,785 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1,097 | EsPenaltyAmt |
| Overpayment | $10,819 | OverpaymentAmt |
| Applied To ES Tax | $10,819 | 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 |
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 | $100,000 | $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 | $5,918,173 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,886,313 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $17,955,603 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $34,760,089 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $34,760,089 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $521,401 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $34,238,688 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,711,934 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,711,934 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $57,869 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $57,869 | TotalTaxAmt |
| Distributable Before Adj | $1,654,065 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,654,065 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,654,065 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $810,075 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $810,075 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $810,075 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,654,065 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $873,158 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,196,312 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $794,344 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $2,863,814 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $810,075 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $810,075 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $843,990 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $843,990 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,019,824 | 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 | $29,168 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,990,656 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,196,312 | ExcessFromYear4Amt |
| Excess From Year2 | $794,344 | ExcessFromYear2Amt |
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 (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| ACHIEZER RELIEF FUND | ||||||||||
| 334 CENTRAL AVE | LAWRENCE | NY | 11559 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATIONRELIGIOUS ORGANIZATION | $1,800 | |||
| AMERICAN FRIENDS OF RABBINICAL COLLEGE TELZ STONE | ||||||||||
| 510 SECOND STREET | LAKEWOOD | NJ | 08701 | N/A | SCHOOL | ASSIST SCHOOL | $6,000 | |||
| AMERICAN FRIENDS OF KETER TORAH | ||||||||||
| 5002 11TH AVE | BROOKLYN | NY | 11204 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATIONRELIGIOUS ORGANIZATION | $37,500 | |||
| AMERICAN COMMITTEE FOR SHAARE ZEDEK | ||||||||||
| 55 WEST 39TH STREET | NEW YORK | NY | 10018 | N/A | HOSPITAL | ASSIST HOSPITAL | $1,800 | |||
| AMERICAN FRIENDS OF GIRLSTOWN OHR CHODOSH | ||||||||||
| 1417 CONEY ISLAND AVE | BROOKLYN | NY | 11230 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATIONRELIGIOUS ORGANIZATIONRELIGIOUS ORGANIZATION | $10,000 | |||
| AMERICAS VOICES IN ISRAEL | ||||||||||
| 11 BAKER LANE | MONSEY | NY | 10952 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $10,000 | |||
| BONEI OLAM | ||||||||||
| 1755 46TH ST | BROOKLYN | NY | 11204 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATIONRELIGIOUS ORGANIZATION | $1,000 | |||
| CAMP MORASHA | ||||||||||
| 274 HIGH LAKE ROAD | LAKE COMO | PA | 18437 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATIONRELIGIOUS ORGANIZATIONRELIGIOUS ORGANIZATION | $1,000 | |||
| CHABAD LUBAVITCH MITZVAH TANK | ||||||||||
| 1444 PRESIDENT STREET | BROOKLYN | NY | 11213 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATIONRELIGIOUS ORGANIZATION | $3,600 | |||
| CONGREGATION BNEI TORAH OF LAWRENCE | ||||||||||
| 41 MARTIN LANE | LAWRENCE | NY | 11559 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,000 | |||
| CONGREGATION NOAM E LIZENSK | ||||||||||
| 100 SOUTH CENTRAL AVE | NANUET | NY | 10954 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATIONASSIST SCHOOL | $40,000 | |||
| CONGREGATION OHEV SHALOM | ||||||||||
| 270 WEST 84TH STREET | NEW YORK | NY | 10024 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,000 | |||
| EPILEPSY FOUNDATION OF NY | ||||||||||
| 65 BROADWAY | NEW YORK | NY | 10006 | N/A | PUBLIC FOUNDATION | HELP PEOPLE WITH EPILEPSYHELP PEOPLE WITH EPILEPSYRELIGIOUS ORGANIZATION | $1,800 | |||
| GESHER EARLY CHILDHOOD CENTER | ||||||||||
| 650 BROADWAY | CEDARHURST | NY | 11516 | N/A | SCHOOL | ASSIST SCHOOL | $1,800 | |||
| HEBREW ACADEMY OF FIVE TOWNS | ||||||||||
| 44 FROST LANE | LAWRENCE | NY | 11559 | N/A | SCHOOL | ASSIST SCHOOLRELIGIOUS ORGANIZATION | $4,000 | |||
| JERUSALEM CHESED FOUNDATION | ||||||||||
| 1051 E 28TH ST | BROOKLYN | NY | 11210 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,000 | |||
| KEREN EZRA | ||||||||||
| 132 BLAUVELT RD | MONSEY | NY | 10952 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $13,000 | |||
| KEREN ACHEINU BNEI YISROEL INC | ||||||||||
| 960 E 27TH ST | BROOKLYN | NY | 11210 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $2,000 | |||
| LECHEM LASOVA | ||||||||||
| 1630 44TH ST | BROOKLYN | NY | 11204 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATIONRELIGIOUS ORGANIZATIONRELIGIOUS ORGANIZATION | $12,500 | |||
| LIGHT FOUNDATION | ||||||||||
| 1815 ATTAYA RD | LAKEWOOD | NJ | 08701 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $18,000 | |||
| MESIVTA OF LONG BEACH | ||||||||||
| 205 W BEECH ST | LONG BEACH | NY | 11561 | N/A | SCHOOL | ASSIST SCHOOL | $2,500 | |||
| MONMOUTH TORAH LINKS | ||||||||||
| 70 AMBOY ROAD 101 | MORGANVILLE | NJ | 07751 | N/A | SCHOOL | ASSIST SCHOOL | $10,000 | |||
| NER ISRAEL RABBINICAL COLLEGE | ||||||||||
| 400 MT WILSON LANE | BALTIMORE | MD | 21208 | N/A | SCHOOL | RELIGIOUS ORGANIZATION | $10,000 | |||
| OHR OLAM INSTITUTE | ||||||||||
| 2 HERRICK DRIVE | LAWRENCE | NY | 11559 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $7,500 | |||
| OUR PLACE | ||||||||||
| 1815 AVENUE M | BROOKLYN | NY | 11230 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATIONRELIGIOUS ORGANIZATION | $5,000 | |||
| SHLAVIM | ||||||||||
| N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATIONASSIST SCHOOL | $500 | RECHOV NAJARA 25 | ISRAEL | IS | ||||
| TOV LAKOL | ||||||||||
| 1274 49TH STREET | BROOKLYN | NY | 11219 | N/A | PUBLIC CHARITY | ASSIST SCHOOLRELIGIOUS ORGANIZATION | $2,800 | |||
| YAD MOISHE | ||||||||||
| 1440 54TH ST | BROOKLYN | NY | 11219 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $10,000 | |||
| YAVNEH | ||||||||||
| 5353 WEST 3RD ST | LOS ANGELES | CA | 90020 | N/A | SCHOOL | ASSIST SCHOOLASSIST SCHOOL | $10,000 | |||
| OHR V'DAAS | ||||||||||
| 972 CHESTNUT RIDGE ROAD | CHESTNUT RIDGE | NY | 10977 | N/A | SCHOOL | ASSIST SCHOOLASSIST SCHOOL | $3,600 | |||
| YESHIVA KETANA OF LONG ISLAND | ||||||||||
| 321 DOUGHTY BLVD | INWOOD | NY | 11096 | N/A | SCHOOL | ASSIST SCHOOL | $10,200 | |||
| YOUNG ISRAEL OF BAL HARBOUR | ||||||||||
| 9580 ABBOTT AVE | SURFSIDE | FL | 33154 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $25,000 | |||
| ALEPH INSTITUTE | ||||||||||
| 9540 COLLINS AVE | SURFSIDE | FL | 33154 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $10,000 | |||
| CONGREGATION AHAVAS TZDOKAH V'CHESED | ||||||||||
| 1347 42ND STREET | BROOKLYN | NY | 11218 | N/A | PUBLIC CHARITY | HELP NEEDY INDIVIDUALSHELP NEEDY INDIVIDUALS | $350,000 | |||
| CHAI LIFELINE | ||||||||||
| 151 WEST 30TH ST | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $15,250 | |||
| CONGREGATION BAIS AVRAHOM ZEV | ||||||||||
| 2 ROCKAWAY TURNPIKE | LAWRENCE | NY | 11559 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $30,000 | |||
| DAVIS MEMORIAL FUND | ||||||||||
| 25 LAWRENCE AVE | LAWRENCE | NY | 11559 | N/A | PRIVATE FOUNDATION | PRIVATE FOUNDATION | $12,500 | |||
| KIDS OF COURAGE | ||||||||||
| 1220 EAST 7TH ST | BROOKLYN | NY | 11230 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $10,000 | |||
| KIMPATORIN AID | ||||||||||
| 1324 50TH ST | BROOKLYN | NY | 11219 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | |||
| KOLLEL SHABBOS | ||||||||||
| 1743 54TH ST | BROOKLYN | NY | 11204 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $28,000 | |||
| ROFEH CHOLIM CANCER SOCIETY | ||||||||||
| 762 BEDFORD AVE | BROOKLYN | NY | 11205 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,800 | |||
| YESHIVA DARCHEI TORAH | ||||||||||
| 257 BEACH 17TH ST | FAR ROCKAWAY | NY | 11691 | N/A | SCHOOL | ASSIST SCHOOL | $18,600 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $748,050 | 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 | $56,513 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,254,965 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $702,746 | 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 | $3,014,224 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,014,224 | 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 AND BOOKKEEPING | CategoryTxt |
| Amt | $23,592 | Amt |
| Net Investment Income | $11,796 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | 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 | $1,946,474 |
| TANAGER ENERGY | $224,456 | $7,663 |
| PLATINUM LIQUID OPPORTUNITY FUND LTD | $966,792 | $725,094 |
| MOBLI MEDIA INC | $1,760,000 | $47,000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN INSURANCE POLICIES | AT COST | $3,886,555 | $3,886,555 |
| BAINBRIDGE ENERGY | AT COST | $1,359,937 | $1,359,937 |
| PLATINUM PARTNERS CREDIT OPPORTUNITY FUND | AT COST | $204,873 | $115,588 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $4,402 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $2,470 | $1,235 | $1,235 |
| LIFE INSURANCE ON DEBTOR TO SECURE LOAN | $27,639 | $27,639 | $0 |
| SUNDRY | $1,035 | $0 | $0 |
| BAD DEBT | $3,520 | $3,520 | $0 |
| INSURANCE | $1,547 | $773 | $0 |
| ADVERTISING CHARITABLE STATUS | $155 | $0 | $0 |
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 | $69,803 | $50,516 |
| PAYROLL TAXES PAYABLE | $0 | $3,226 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (38 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 | $509,867 | 2010-07 | 2016-06 | VARIOUS | 12.000000000000 | REAL ESTATE MORTGAGE | INVESTMENT | REAL ESTATE MORTGAGES | $0 |
| JUDAH PEARLSTEIN | ||||||||||
| NONE | $135,000 | $75,000 | 2012-08 | 2016-12 | 10000/MO | 0.000000000000 | PERSONAL GUARANTIES | TO HELP PERSON IN NEED | $0 | |
| M ORATZ | ||||||||||
| NONE | $750,000 | $490,000 | 2014-05 | 2022-01 | 10000/MO | 6.000000000000 | PERSONAL GUARANTIES AND INSURANCE POLICY | INVESTMENT | $0 | |
| HUTTON VENTURES | ||||||||||
| NONE | $900,000 | $900,000 | 2016-12 | 2018-12 | 14.000000000000 | TAX LIENS | INVESTMENT | $0 | ||
| AM LIFE | ||||||||||
| NONE | $301,126 | $818,212 | 2015-12 | 2016-06 | VARIOUS | 15.000000000000 | INSURANCE POLCIES | INVESTMENT | $0 | |
| ORATZ | ||||||||||
| NONE | $400,000 | $220,000 | 2015-04 | 2020-04 | 6666/MO | 5.000000000000 | PERSONAL GUARANTIES | INVESTMENT | $0 | |
| BENJAMIN LOWINGER | ||||||||||
| NONE | $500,000 | $0 | 2015-02 | 2017-02 | 22053/MO | 8.000000000000 | PERSONAL GUARANTIES | INVESTMENT | $0 | |
| HERITAGE GROUP | ||||||||||
| NONE | $300,000 | $0 | 2015-05 | 2017-05 | 12500/MO | 12.000000000000 | PERSONAL GUARANTIES | INVESTMENT | $0 | |
| A GORDON | ||||||||||
| NONE | $25,000 | $0 | 2015-05 | 2016-12 | 1000/MO | 0.000000000000 | PERSONAL GUARANTIES | HELP NEEDY INDIVIDUAL | $0 | |
| HUTTON VENTURES | ||||||||||
| NONE | $1,000,000 | $1,000,000 | 2016-09 | 2018-12 | LUMP SUM | 15.000000000000 | PERSONAL GUARANTIES AND REAL ESTATE | INVESTMENT | $0 | |
| HUTTON VENTURES | ||||||||||
| NONE | $456,750 | $228,375 | 2015-09 | 2017-11 | LUMP SUM | 18.000000000000 | CORPORATIONS ASSETS | INVESTMENT | $0 | |
| JEST HOLDINGS | ||||||||||
| NONE | $0 | $60,000 | 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 | $300,000 | 2016-09 | 2018-03 | LUMP SUM | 15.000000000000 | INSURANCE POLCIES | INVESTMENT | $0 | |
| HUTTON VENTURES | ||||||||||
| NONE | $325,000 | $0 | 2016-10 | 2017-10 | LUMP SUM | 18.000000000000 | REAL ESTATE MORTGAGE | $0 | ||
| HUTTON VENTURES | ||||||||||
| NONE | $350,000 | $262,341 | 2016-09 | 2020-06 | 14877/MO | 20.000000000000 | GOLD INVESTMENT | INVESTMENT | $0 | |
| HUTTON VENTURES | ||||||||||
| NONE | $250,000 | $21,821 | 2016-12 | 2018-01 | 23782/MO STARTING JAN 2017 | 11.000000000000 | COPPER MINE | INVESTMENT | $0 | |
| HUTTON VENTURES | ||||||||||
| NONE | $600,000 | $0 | 2016-12 | 2017-06 | LUMP SUM | 10.000000000000 | CORPORATE AND PERSONAL GUARANTY | INVESTMENT | $0 | |
| FUCHS FAMILY FOUNDATION | ||||||||||
| NONE | $325,000 | $225,000 | 2016-04 | 2025-05 | 3 PAYMENTS OF $25000 AND THEN $2500/MO | 0.000000000000 | PERSONAL GUARANTIES | LOAN TO A CHARITY | $0 | |
| ART CELLER LLC | ||||||||||
| NONE | $700,000 | $0 | 2016-12 | 2017-09 | LUMP SUM | 12.000000000000 | PERSONAL GUARANTIES AND INSURANCE POLICY | INVESTMENT | $0 | |
| AURAMET INTL | ||||||||||
| NONE | $500,000 | $0 | 2016-03 | 2017-01 | LUMP SUM | 16.000000000000 | GOLD INVESTMENT | INVESTMENT | $0 | |
| E RUBENSTEIN | ||||||||||
| NONE | $100,000 | $66,261 | 2016-03 | 2019-07 | 4200/MO | 22.800000000000 | PERSONAL GUARANTIES | INVESTMENT | $0 | |
| E RUBENSTEIN | ||||||||||
| NONE | $450,000 | $0 | 2016-11 | 2017-02 | LUMP SUM | 20.000000000000 | PERSONAL GUARANTIES | INVESTMENT | $0 | |
| E RUBENSTEIN | ||||||||||
| NONE | $250,000 | $0 | 2016-09 | 12.000000000000 | MONIES HELD IN ESCROW | INVESTMENT | $0 | |||
| CROWN ADULT CARE | ||||||||||
| NONE | $240,000 | $0 | 2016-05 | 2017-06 | 24000/MO | 19.480000000000 | CORPORATE AND PERSONAL GUARANTY | INVESTMENT | $0 | |
| CROWN ADULT CARE | ||||||||||
| NONE | $300,000 | $0 | 2016-09 | 2017-10 | 30000/MO | 19.480000000000 | CORPORATE AND PERSONAL GUARANTY | 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 | $450,000 | 2016-02 | 2018-03 | LUMP SUM | 12.000000000000 | 2 MOTION PICTURE | INVESTMENT | $0 | |
| HUTTON VENTURES | ||||||||||
| NONE | $499,960 | $496,800 | 2016-07 | 2018-03 | LUMP SUM | 24.000000000000 | TWO MOTION PICTURES | INVESTMENT | $0 | |
| MONTAGE HOLDINGS | ||||||||||
| NONE | $442,349 | $554,248 | 2016-06 | 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 | $52,228 | 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 | $825,000 | 2017-11 | 2018-11 | 12.000000000000 | REAL ESTATE | $0 | |||
| WILLIAMSBURG HOTEL | ||||||||||
| NONE | $7,500,000 | $750,000 | 2017-12 | 2018-12 | 15.000000000000 | REAL ESTATE | INVESTMENT | $0 | ||
| JASON LYONS | ||||||||||
| NONE | $1,500,000 | $1,500,000 | 2017-10 | 2018-05 | $1000000 2/18, $500000 5/18 | 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 & 990T | $60,485 | $0 | $0 |
| PAYROLL | $11,580 | $5,790 | $5,790 |
| NYS TAX | $13,410 | $0 | $0 |
Comments