HUBERFELD FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HUBERFELD FAMILY FOUNDATION INC (EIN 13-4042543)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-11
- IRS object ID
- 202543159349101939
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- 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 | 2025-11-11T12:33:20-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN M WAGNER CPA | PreparerPersonNm |
| PTIN | P00152928 | PTIN |
| Phone | 5163283800 | PhoneNum |
| Preparation | 2025-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,892,177 | 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 | $174,632 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $174,632 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $707,502 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $707,502 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,161,464 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $988,243 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$1,279,330 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $882,134 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $52,083 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $26,042 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $26,042 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $66,250 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,825 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,912 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,456 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $17,029 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,645 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,645 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $28,648 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,860 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,288 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $185,835 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $53,459 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $47,431 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,227,356 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,227,356 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,413,191 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $53,459 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,274,787 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,692,521 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $828,675 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,996 | CashBOYAmt |
| Cash EOY | $1,836 | CashEOYAmt |
| Cash EOYFMV | $1,836 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,247,830 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,709,619 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,709,619 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $14,424,446 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $14,895,152 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $14,424,446 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $14,424,446 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $224,456 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,229,428 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,756,276 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,756,276 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $23,598,862 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,892,177 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,892,177 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $14,164 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $14,164 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $23,584,698 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,892,177 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,584,698 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,892,177 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,598,862 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,892,177 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,584,698 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,692,521 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $19,892,177 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,892,177 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| PURETZ MORTGAGE | P | 2012-07-19 | 2024-12-31 | $285,000 | -$285,000 | -$285,000 | |
| WILLIAMSBURG HOTEL LOAN | P | 2017-12-12 | 2024-12-31 | $750,000 | -$750,000 | -$750,000 | |
| COGENT STEINER LOAN | P | 2024-03-12 | 2024-12-31 | $87,500 | -$87,500 | -$87,500 | |
| 109474 SH EF ENERGY FUNDERS | P | 2024-12-31 | $224,456 | -$224,456 | -$224,456 | ||
| HUTTON MOORE LOAN | P | 2018-03-29 | 2024-12-31 | $800,000 | -$800,000 | -$800,000 | |
| BERGER INSURANCE POLICY | P | 2014-01-09 | 2024-06-26 | $1,002,751 | -$14,508 | -$14,508 | $988,243 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,161,464 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,519 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,519 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,519 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,053 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $19,053 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,534 | OverpaymentAmt |
| Applied To ES Tax | $7,534 | 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 (6 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 | ||||||||
| 400 OCEAN AVE | LAWRENCE | NY | 11559 | SECRETARY/TREAS/DIRECTOR | 20.00 | $0 | $0 | $0 |
| JESSICA BEREN | ||||||||
| 23 MARTIN LANE | LAWRENCE | NY | 11559 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JACOB HUBERFELD | ||||||||
| 15 MANOR LANE | LAWRENCE | NY | 11559 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ARIELA HUBERFELD | ||||||||
| 269 WEST 87TH ST | NEW YORK | NY | 10064 | 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 | $11,880 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,629,345 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $16,390,341 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,031,566 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,031,566 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $300,473 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,731,093 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $986,555 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $986,555 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,519 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,519 | TotalTaxAmt |
| Distributable Before Adj | $975,036 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $975,036 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $975,036 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,274,787 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,274,787 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $975,036 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $1,682,757 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,265,026 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,311,967 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,259,750 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,274,787 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $975,036 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,299,751 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,559,501 | 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 | $5,559,501 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,682,757 | ExcessFromYear3Amt |
| Excess From Year2 | $1,265,026 | ExcessFromYear2Amt |
| Excess From Year1 | $1,311,967 | ExcessFromYear1Amt |
| Excess From Current Year | $1,299,751 | 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 (91 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 | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALEPH INSTITUTE | |||||||||||
| 9540 COLLINS AVE | SURFSIDE | FL | 33154 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $18,000 | ||||
| AMERICA GIVES | |||||||||||
| 228 PARK AVE | NEW YORK | NY | 10003 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,800 | ||||
| AMERICAN FRIENDS OF RCT | |||||||||||
| 1600 ROUTE 70 | LAKEWOOD | NJ | 08701 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $730,000 | ||||
| AMERICAN FRIENDS OF SHAARE ZEDEK MEDICAL CENTER | |||||||||||
| 55 W 39TH ST | NEW YORK | NY | 10018 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,700 | ||||
| AMERICAN FRIENDS OF SHIFRA | |||||||||||
| 360 LATHROP ST | STATEN ISLAND | NY | 10302 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $199,000 | ||||
| AMERICAN FRIENDS OF THE OLD CITY JERUSALEM | |||||||||||
| PO BOX 3308 | ALLENTOWN | PA | 18106 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $10,000 | ||||
| ARONI & CHANI PARNES FOUNDATION | |||||||||||
| 373 KENRIDGE RD | LAWRENCE | NY | 11559 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $150,000 | ||||
| ASSOCIATED BETH RIVKA SCHOOL FOR GIRLS | |||||||||||
| 310 CROWN STREET | BROOKLYN | NY | 11225 | N/A | SCHOOL | ASSIST SCHOOL | $25,000 | ||||
| BETH KNESETH SEPHARDY | |||||||||||
| 137 CEDARHURST AVE | CEDARHURST | NY | 11516 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | ||||
| BETH ROPSHITZ | |||||||||||
| 1875 53RD ST | BROOKLYN | NY | 11204 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $35,000 | ||||
| BONEI OLAM | |||||||||||
| 1755 46TH STREET | BROOKLYN | NY | 11204 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $500 | ||||
| CHABAD OF GREAT FALLS | |||||||||||
| 1610 ELLIS ST | BOZEMAN | MT | 59715 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | ||||
| CHABAD BOSTON | |||||||||||
| 41 COMMONWEALTH AVE | BOSTON | MA | 02215 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,600 | ||||
| CHABAD DOWNTOWN JACKSONVILLE | |||||||||||
| 1610 BERTHA ST | JACKSONVILLE | FL | 32207 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,600 | ||||
| CHABAD HOUSE BOWERY | |||||||||||
| 353 BOWERY | NEW YORK | NY | 10003 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,600 | ||||
| CHABAD LIBERTYVILLE | |||||||||||
| 872 SMILWAUKEE AVE | LIBERTYVILLE | IL | 60048 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,600 | ||||
| CHABAD LUBAVITCH MITZVAH TANK | |||||||||||
| 1444 PRESIDENT ST | BROOKLYN | NY | 11213 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,600 | ||||
| CHABAD LUBAVITCH OF BOWIE MARYLAND | |||||||||||
| 9785 OLD FEDRICK RD | ELLICOTT CITY | MD | 21042 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,600 | ||||
| CHABAD OF AMELIA ISLAND | |||||||||||
| 9256 HARDING AVE | SURFSIDE | FL | 33154 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | ||||
| CHABAD OF CABARETE | |||||||||||
| 1516 PRESIDENT ST | BROOKLYN | NY | 11213 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,600 | ||||
| CHABAD OF CHULA VISTA | |||||||||||
| 2086 OTAY LAKES ROAD 101 | CHULA VISTA | CA | 91913 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | ||||
| CHABAD OF HILO | |||||||||||
| 729 HINANO STREET | HILO | HI | 96720 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,600 | ||||
| CHABAD OF KEY LARGO | |||||||||||
| 1027 SANDYS WAY | KEY WEST | FL | 33040 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,600 | ||||
| CHABAD OF KYOTO | |||||||||||
| N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,000 | 30-3 OKAZAKI TENNOCHO | KYOTO | JA | 606-8335 | ||||
| CHABAD OF LINCOLN SQUARE | |||||||||||
| 1625 PRESIDENT ST | BROOKLYN | NY | 11213 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,600 | ||||
| CHABAD OF NORTHEAST SEATTLE | |||||||||||
| 6533 35TH AVE NE A | SEATTLE | WA | 98125 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,600 | ||||
| CHABAD OF OLATHE | |||||||||||
| 5051 W 134 ST | LEAWOOD | KS | 66209 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | ||||
| CHABAD OF PARAMUS | |||||||||||
| 385 WILLARD RD | PARAMUS | NJ | 07652 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,600 | ||||
| CHABAD OF PARK SLOPE | |||||||||||
| 70 PROSPECT PARK W | BROOKLYN | NY | 11215 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | ||||
| CHABAD OF PORT WASHINGTON | |||||||||||
| 80 SHORE RD | PORT WASHINGTON | NY | 11050 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 | ||||
| CHABAD OF RIVERSIDE OF OLD GREENWICH | |||||||||||
| 38 FIELD POINT RD | GREENWICH | CT | 06830 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 | ||||
| CHABAD OF SCHAUMBURG | |||||||||||
| 770 EASTERN PARKWAY | BROOKLYN | NY | 11213 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,600 | ||||
| CHABAD OF SOUTH PALM BEACH | |||||||||||
| 224 S OCEAN BLVD | MANALAPAN | FL | 33462 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 | ||||
| CHABAD OF SOUTHWEST MIAMI | |||||||||||
| 2947 W FARGO | CHICAGO | IL | 60645 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 | ||||
| CHABAD OF WAKEFIELD | |||||||||||
| 770 EASTERN PARKWAY | BROOKLYN | NY | 11213 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | ||||
| CHABAD OF WATERFORD | |||||||||||
| 14160 BALFOUR ST | OAK PARK | MI | 48237 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,600 | ||||
| CHAI LIFELINE | |||||||||||
| 151 W 30 STREET 7TH FLOOR | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,600 | ||||
| CONG BAIS AVRAHOM ZEV | |||||||||||
| 2 ROCKAWAY TURNPIKE | LAWRENCE | NY | 11559 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $91,600 | ||||
| CONG BETH YESAHYE | |||||||||||
| 425 WEST 28TH ST | MIAMI BEACH | FL | 33140 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,600 | ||||
| CONG BORO MINYAN | |||||||||||
| 3014 AVENUE L | BROOKLYN | NY | 11210 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $15,000 | ||||
| CONG KOLLEL BNEI YESUAN | |||||||||||
| 2402 AVE P | BROOKLYN | NY | 11229 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $30,000 | ||||
| CONG OF NIKLESBURG | |||||||||||
| 4912 16TH AVE | BROOKLYN | NY | 11204 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $10,000 | ||||
| CONG REB MEIR BAL HANES | |||||||||||
| 1161 45 STREET | BROOKLYN | NY | 11219 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | ||||
| CONGREGATION J21 INC | |||||||||||
| 303 MANTOLOKING DRIVE | JACKSON TOWNSHIP DR | NJ | 08527 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,800 | ||||
| CONGREGATION LUBAVITCH CHABAD HOUSE | |||||||||||
| 770 EMPIRE BLVD 6G | BROOKLYN | NY | 11213 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,600 | ||||
| CONGREGATION NEIMUS MOSHE KRAKOW | |||||||||||
| 4403 15TH AVE | BROOKLYN | NY | 11219 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $7,200 | ||||
| EZRAT ISRAEL | |||||||||||
| 806 EASTERN PARKWAY | BROOKLYN | NY | 11213 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $10,000 | ||||
| FAIRBANKS JEWISH CENTER | |||||||||||
| 1417 28TH AVE | FAIRBANKS | AK | 99701 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | ||||
| FIFTH AVE SYNAGOGUE | |||||||||||
| 5 E 62ND STREET | NEW YORK | NY | 10065 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,200 | ||||
| FLAVOR ON BOARD | |||||||||||
| 2 ROCKAWAY TURNPIKE | LAWRENCE | NY | 11559 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,130 | ||||
| FRIENDS CHABAD OF JAPAN | |||||||||||
| 777 BRICKELL AVE | MIAMI | FL | 33131 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | ||||
| FRIENDS OF ADERES YOUNG JEWISH SWEDEN | |||||||||||
| 99 E 38TH ST | BROOKLYN | NY | 11203 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,800 | ||||
| FRIENDS OF CHABAD BLARRITZ | |||||||||||
| 830 SLEETH RD | COMMERCE | MI | 48382 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | ||||
| GARDENS JEWISH EXPERIENCE | |||||||||||
| 10800 N MILITARY TRAIL 215 | PALM BEACH GARDENS | FL | 33410 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 | ||||
| GERRER YESHIVA | |||||||||||
| 5407 16TH AVE | BROOKLYN | NY | 11204 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 | ||||
| HAIGUD CHABAD OF STONY POINT NY | |||||||||||
| 376 CROWN ST | BROOKLYN | NY | 11225 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,600 | ||||
| HEBREW ACADEMY OF LONG BEACH | |||||||||||
| 132 SPRUCE STREET | CEDARHURST | NY | 11516 | N/A | SCHOOL | ASSIST SCHOOL | $2,800 | ||||
| HOGAR CHABAD LUBAVITCH INC | |||||||||||
| 701 EMPIRE BLVD | BROOKLYN | NY | 11213 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,600 | ||||
| JEWISH LATIN CENTER | |||||||||||
| 35 EAST 84 STREET | NEW YORK | NY | 10028 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,000 | ||||
| JEWISH MERCED | |||||||||||
| 836 MONTGOMERY ST | BROOKLYN | NY | 11213 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,000 | ||||
| JEWISH SURPRISE | |||||||||||
| 15508 W BELL RD | SURPRISE | AZ | 85374 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,600 | ||||
| KEREN HASHLUCHIM | |||||||||||
| 770 EASTERN PARKWAY | BROOKLYN | NY | 11213 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $25,000 | ||||
| KUPATH RABBI MEIR BAAL HANESS | |||||||||||
| 4813 16TH AVE | BROOKLYN | NY | 11204 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $10,000 | ||||
| LAHAKEL SANZ | |||||||||||
| 139 LORIMER STREET | BROOKLYN | NY | 11206 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | ||||
| LAPID YESHIVA | |||||||||||
| 134 01 ROCKAWAY BEACH BLVD | BELLE HARBOR | NY | 11694 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,600 | ||||
| LEV ARYEH | |||||||||||
| 314 MCDONALD AVE | BROOKLYN | NY | 11218 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $13,000 | ||||
| LUBAVITCH OF WISCONSIN | |||||||||||
| 2120 N 64TH ST | WAUWATOSA | WI | 53213 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 | ||||
| MEOR INC | |||||||||||
| 11723 STONINGTON PLACE | SILVER SPRING | MD | 20902 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,800 | ||||
| MIKVEH YISROEL | |||||||||||
| 6 BUSH LANE | NEW SQUARE | NY | 10977 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $100,000 | ||||
| MOSDOS PNEI MENACHEM | |||||||||||
| 1310 48TH STREET | BROOKLYN | NY | 11219 | N/A | SCHOOL | ASSIST SCHOOL | $100,000 | ||||
| OHEL CHILDREN'S HOME AND FAMILY SERVICES | |||||||||||
| 1268 EAST 14 ST | BROOKLYN | NY | 11230 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $10,000 | ||||
| PALM BEACH JEWISH CENTER | |||||||||||
| 120 N COUNTRY RD | PALM BEACH | FL | 33480 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 | ||||
| RABBINICAL ACADEMY OF VENICE | |||||||||||
| 383 KINGSTON AVE | BROOKLYN | NY | 11213 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | ||||
| SHAARE ZEDEK MEDICAL CENTER | |||||||||||
| 55 W 39TH ST | NEW YORK | NY | 10018 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 | ||||
| SHARSHERET | |||||||||||
| 1086 TEANECK ROAD | TEANECK | NJ | 07666 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,800 | ||||
| THE ALTENU | |||||||||||
| 24 WEST 57 STREET | NEW YORK | NY | 10019 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,626 | ||||
| THE BAL HARBOUR SHUL | |||||||||||
| 9540 COLLINS AVE | SURFSIDE | FL | 33154 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $220,000 | ||||
| TORAS HAMISHPACHA | |||||||||||
| 78 BUCHANAN LANE | SPRING VALLEY | NY | 10977 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,000 | ||||
| UTA OF MONSEY | |||||||||||
| 236 CHERRY LANE | AIRMONT | NY | 10952 | N/A | SCHOOL | ASSIST SCHOOL | $1,000 | ||||
| WEST SIDE KOLEL | |||||||||||
| 646 WEST END AVE | NEW YORK | NY | 10025 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | ||||
| YAD ELIEZER | |||||||||||
| 1102 E 26 ST | BROOKLYN | NY | 11210 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | ||||
| YAD LACHMU ANYA | |||||||||||
| 260 MARCY AVE | BROOKLYN | NY | 11230 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $15,000 | ||||
| YAD MOSHE | |||||||||||
| 1520 39TH ST | BROOKLYN | NY | 11218 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $20,000 | ||||
| YESHIVA ATERES SHMUEL OF WATERBURY | |||||||||||
| 47 BUCKINGHAM STREET | WATERBURY | CT | 06710 | N/A | SCHOOL | ASSIST SCHOOL | $10,000 | ||||
| YESHIVA DARCHEI TORAH | |||||||||||
| 257 BEACH 17 STREET | FAR ROCKAWAY | NY | 11691 | N/A | SCHOOL | ASSIST SCHOOL | $130,000 | ||||
| YESHIVA GEDOLA OF FIVE TOWNS | |||||||||||
| 218 MOSHER AVE | WOODMERE | NY | 11598 | N/A | SCHOOL | ASSIST SCHOOL | $1,000 | ||||
| YESHIVA NETIV ARYEH | |||||||||||
| N/A | SCHOOL | ASSIST SCHOOL | $5,000 | WESTERN WALL PLAZA ONE HAKOTEL ST | OLD CITY JERUSALEM | IS | 9750701 | ||||
| YOUNG ISRAEL OF HOLLISWOOD | |||||||||||
| 86-25 FRANCIS LEWIS BLVD | JAMAICA | NY | 11427 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $500 | ||||
| ZAKA | |||||||||||
| 2920 AVENUE R | BROOKLYN | NY | 11229 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $25,000 | ||||
| ZALMANOC-FJC | |||||||||||
| 531 CROWN ST | BROOKLYN | NY | 11213 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,000 | ||||
| ZICHRON MENACHEM | |||||||||||
| 8 ELVON RD | MONSEY | NY | 10952 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,227,356 | 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 | $174,632 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $707,502 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,161,464 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$1,279,330 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$1,279,330 | 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 | $21,825 | Amt |
| Net Investment Income | $10,912 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,456 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT IN INSURANCE POLICIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $3,756,276 | BookValueAmt |
| EOYFMV | $3,756,276 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $66,250 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $2,310 | $1,153 | $577 |
| BOOKKEEPING | $20,833 | $10,415 | $10,418 |
| INSURANCE ETC ETC | $4,585 | $2,292 | $2,293 |
| ADVERTISING CHARITABLE STATUS | $170 | $0 | $0 |
| NYS FILING FEES | $750 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| SUSPENSE | $2,660 | $0 |
| PAYROLL TAXES PAYABLE | $4,332 | $0 |
| EXCISE TAX PAYABLE | $7,172 | $0 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (20 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 | $0 | 2010-07 | 2023-06 | VARIOUS | 12.000000000000 | REAL ESTATE MORTGAGE | INVESTMENT | REAL ESTATE MORTGAGES | $0 |
| FUCHS FAMILY FOUNDATION | ||||||||||
| NONE | $325,000 | $127,000 | 2016-04 | 2025-05 | $1500/MO | 0.000000000000 | PERSONAL GUARANTIES | LOAN TO A CHARITY | $0 | |
| HUTTON VENTURES | ||||||||||
| NONE | $1,000,000 | $1,000,000 | 2017-05 | 2027-12 | LUMP SUM | 5.000000000000 | GUARANTEED BY CORP | INVESTMENT | $0 | |
| CROWN ADULT CARE | ||||||||||
| NONE | $1,000,000 | $300,000 | 2017-07 | 2025-12 | $100,000 PAYMENTS | 12.000000000000 | INSURANCE POLCIES | INVESTMENT | $0 | |
| EMPIRE CAPITAL | ||||||||||
| NONE | $2,500,000 | $1,700,000 | 2017-09 | 2026-12 | $700000/YR | 8.000000000000 | INSURANCE POLCIES | INVESTMENT | $0 | |
| WILLIAMSBURG HOTEL | ||||||||||
| NONE | $750,000 | $0 | 2017-12 | 2022-04 | LUMP SUM | 15.000000000000 | REAL ESTATE | INVESTMENT | $0 | |
| HUTTON VENTURES - MOSKOWITZ | ||||||||||
| NONE | $500,000 | $500,000 | 2018-12 | 2028-04 | LUMP SUM | 24.000000000000 | PERSONAL GUARANTIES | INVESTMENT | $0 | |
| HUTTON VENTURES TOBY MOSKOWITZ | ||||||||||
| NONE | $1,000,000 | $1,000,000 | 2018-03 | 2025-12 | LUMP SUM | 24.000000000000 | REAL ESTATE AND PERSONAL GUARANTY | INVESTMENT | $0 | |
| HUTTON VENTURES | ||||||||||
| NONE | $985,688 | $0 | 2018-03 | 2022-12 | LUMP SUM | 14.000000000000 | REAL ESTATE -215 MOORE STREET | INVESTMENT | $0 | |
| STEVE MOUNTAIN | ||||||||||
| NONE | $50,000 | $12,500 | 2019-05 | 12500/MO | 0.000000000000 | PERSONAL GUARANTIES | HELP NEEDY INDIVIDUAL | $0 | ||
| CLASSON FUNDING LLC | ||||||||||
| NONE | $3,000,000 | $5,000,000 | 2019-06 | 2026-12 | LUMP SUM | 8.000000000000 | PERSONAL GUARANTIES | INVESTMENT | $0 | |
| HUTTON VENTURES WOODHULL LARGO | ||||||||||
| NONE | $1,075,000 | $0 | 2020-02 | 2022-12 | LUMP SUM | 8.000000000000 | INVESTMENT | $0 | ||
| L & L INTERNATIONAL | ||||||||||
| NONE | $2,000,000 | $500,000 | 2020-12 | 2025-03 | PD $1,000,000 2/2/21 PAYING $250,000/QTR | 10.000000000000 | PERSONAL GUARANTIES AND REAL ESTATE | INVESTMENT | $0 | |
| MARX 2 | ||||||||||
| NONE | $1,500,000 | $0 | 2023-12 | 2024-02 | LUMP SUM | 12.000000000000 | INVESTMENT | PERSONAL GUARANTY | $0 | |
| STRATEGIC FUNDING | ||||||||||
| NONE | $525,000 | $0 | 2023-06 | 2024-02 | LUMP SUM | 24.000000000000 | INVESTMENT | REAL ESTATE | $0 | |
| CS LOAN SERIES III | ||||||||||
| NONE | $200,000 | $113,003 | 2023-07 | 2026-07 | SELF AMORTIZING | 14.000000000000 | AIRCRAFT | INVESTMENT | AIRCRAFT | $0 |
| SCHWARTZ | ||||||||||
| NONE | $500,000 | $500,000 | 2024-05 | 2025-08 | LUMP SUM | 24.000000000000 | REAL ESTATE | INVESTMENT | REAL ESTATE | $0 |
| RINGEL TRUST | ||||||||||
| NONE | $50,000 | $50,000 | 2024-11 | 2026-12 | 4200/MO | 0.000000000000 | PERSONAL GUARANTIES | LOAN TO A CHARITY | $0 | |
| SCHWARTZ BEDFORD | ||||||||||
| NONE | $900,000 | $900,000 | 2024-12 | 2025-01 | LUMP SUM | 24.000000000000 | REAL ESTATE | INVESTMENT | $0 | |
| EMC LIFE | ||||||||||
| NONE | $144,469 | $271,943 | 2024-06 | UPON DEATH OF INSURED | 12.000000000000 | LIFE INSURANCE POLICY | INVESTMENT | $0 | ||
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp (5 entries)
| Balance DueBalanceDueAmt |
|---|
| CHESKI BERKOWITZ |
| $850,000 |
| MARX 3 |
| $100,000 |
| COGENT STEINER |
| $0 |
| FEDER |
| $500,000 |
| SCHWARTZ ATLANTIC AVENUE |
| $1,000,000 |
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 | $11,738 | $0 | $0 |
| PAYROLL | $5,291 | $2,645 | $2,645 |
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