HUBERFELD FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HUBERFELD FAMILY FOUNDATION INC (EIN 13-4042543)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-10
- IRS object ID
- 201642239349100714
- Schema version
- 2015v2.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets 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 | 2016-08-10T11:09:40-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2125710500 | 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 | 2125710500 | PhoneNum |
| Signature | 2016-08-10 | 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 | 2016-08-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $47,782,037 | 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 | $1,925,025 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $57,400 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $57,400 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,239,636 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,239,636 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$28,849 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $400,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $95,000 | GrossSalesLessRetAndAllwncAmt |
| Gross Profit Rev And Expnss | $95,000 | GrossProfitRevAndExpnssAmt |
| Total Rev And Expnss | $3,288,212 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,297,036 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $120,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $36,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $84,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $65,320 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $21,773 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $21,773 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $36,800 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,115 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $7,270 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,237 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,337 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $701 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $226,357 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $63,225 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $113,744 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,899,770 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,899,770 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,126,127 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $63,225 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,013,514 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $162,085 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,233,811 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $22,358,175 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,126,434 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,126,434 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $9,335,629 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $5,402,228 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $9,335,629 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $9,311,645 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $5,731,213 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,771,213 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,977,425 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,959,237 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,346,642 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,346,642 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $19,890 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $19,890 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $37,450,854 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,599,809 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $47,782,037 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $15,790 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,660 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $15,790 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,660 | 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 | $37,435,064 | RetainedEarningBOYAmt |
| Retained Earning EOY | $37,597,149 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $37,435,064 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $37,597,149 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $37,450,854 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $37,599,809 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $37,435,064 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $162,085 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $37,597,149 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $37,597,149 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ZURICH AMER INS POLICY | P | 2014-10-27 | 2015-03-02 | $400,000 | $417,000 | -$17,000 | -$17,000 |
| MANHATTAN YORK EQUITIES | P | 2015-12-31 | $11,849 | -$11,849 | -$11,849 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$28,849 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,522,214 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $43,027,767 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.035377 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,109,731 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $38,926,899 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.079886 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,559,267 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $34,276,961 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.074664 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,744,486 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $34,944,597 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.078538 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,976,902 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $34,314,771 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.086753 | DistributionYr5Rt |
| Total Distribution | 0.355218 | TotalDistributionRt |
| Average Distribution | 0.071044 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $45,281,113 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,216,951 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,338 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,229,289 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,013,514 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,676 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,676 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,676 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $46,237 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $46,237 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $7 | EsPenaltyAmt |
| Overpayment | $21,554 | OverpaymentAmt |
| Applied To ES Tax | $21,554 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | $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 | $17,924,600 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,956,081 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $12,089,992 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $45,970,673 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $45,970,673 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $689,560 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $45,281,113 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,264,056 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,264,056 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,676 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $20,210 | IncomeTaxAmt |
| Total Tax | $44,886 | TotalTaxAmt |
| Distributable Before Adj | $2,219,170 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,219,170 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,219,170 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,013,514 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,013,514 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,013,514 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,219,170 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,286,611 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,103,643 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $873,158 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,196,312 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $4,459,724 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,013,514 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,219,170 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $794,344 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,254,068 | 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 | $1,286,611 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,967,457 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,103,643 | ExcessFromYear4Amt |
| Excess From Year3 | $873,158 | ExcessFromYear3Amt |
| Excess From Year2 | $1,196,312 | ExcessFromYear2Amt |
| Excess From Current Year | $794,344 | 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 | 152 WEST 57TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2125810500 | RecipientPhoneNum |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (79 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANI MAAMIN FOUNDATION | ||||||||||||
| 84-48 118TH ST | KEW GARDENS | NY | 11415 | N/A | PRIVATE FOUNDATION | RELIGIOUS ORGANIZATION | $10,000 | |||||
| JEWISH ASSISTANCE & RELIEF | ||||||||||||
| 1467 CARROLL ST | BROOKLYN | NY | 11213 | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | ||||||
| ALEPH INSTITUTE | ||||||||||||
| 9540 COLLINS AVENUE | SURFSIDE | FL | 33154 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | |||||
| AMERICAN COMMITTEE FOR SHAARE ZEDEK | ||||||||||||
| 55 WEST 39TH ST | NEW YORK | NY | 10018 | N/A | HOSPITAL | ASSIST HOSPITAL | $502,500 | |||||
| AMERICAN FRIENDS OF BEER YAAKOV | ||||||||||||
| 1553 41ST STREET | BROOKLYN | NY | 11218 | N/A | SCHOOL | ASSIST SCHOOL | $3,600 | |||||
| BNOS BAIS YAAKOV | ||||||||||||
| 613 BEACH 9TH STREET | FAR ROCKAWAY | NY | 11691 | N/A | SCHOOL | ASSIST SCHOOL | $10,000 | |||||
| AMERICAN FRIENDS OF GIRLSTOWN OHR CHODOSH | ||||||||||||
| 1417 CONEY ISLAND AVE | BROOKLYN | NY | 11230 | N/A | SCHOOL | ASSIST SCHOOL | $75,000 | |||||
| BIKUR CHOLIM OF MANHATTAN | ||||||||||||
| 180 RIVERSIDE DR | NEW YORK | NY | 10024 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $180 | |||||
| CHAI LIFELINE | ||||||||||||
| 151 WEST 30TH ST | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $8,600 | |||||
| BOSTONER BAIS MEDRASH | ||||||||||||
| 1109 DOUGHTY BLVD | LAWRENCE | NY | 11559 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATIONRELIGIOUS ORGANIZATION | $3,600 | |||||
| CHABAD AT CALTECH UNIVERSITY | ||||||||||||
| 609 MONTGOMERY STREET | BROOKLYN | NY | 11225 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,600 | |||||
| CHABAD AT PIERCE COLLEGE | ||||||||||||
| 18134 MIRANDA ST | TARZANA | CA | 91356 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,600 | |||||
| CHABAD AT TULANE | ||||||||||||
| 7033 FRERET ST | NEW ORLEANS | LA | 70118 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $500 | |||||
| BILEV ECHOD | ||||||||||||
| 1448 56TH STREET | BROOKLYN | NY | 11219 | N/A | PUBLIC CHARITY | ASSIST CHARITY | $68,000 | |||||
| CHABAD AT UA | ||||||||||||
| 1387 CARROLL ST | BROOKLYN | NY | 11213 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 | |||||
| CHABAD ETC | ||||||||||||
| 1517 UNION ST | BROOKLYN | NY | 11213 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 | |||||
| CHABAD LUBAVITCH MITZVAH TANK | ||||||||||||
| 1444 PRESIDENT STREET | BROOKLYN | NY | 11213 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATIONRELIGIOUS ORGANIZATIONRELIGIOUS ORGANIZATION | $3,600 | |||||
| CHABAD LUBAVITCH OF LOUISIANA | ||||||||||||
| 4141 W ESPLANADE AVE | METAIRIE | LA | 70002 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,600 | |||||
| CHABAD OF ALABAMA | ||||||||||||
| 105 SANDERS ST | HUNTSVILLE | AL | 35811 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,000 | |||||
| CHABAD OF BANGOR | ||||||||||||
| 662 LEFFERTS AVE | BROOKLYN | NY | 11203 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,600 | |||||
| CHABAD OF DANVILLE & S RAMON | ||||||||||||
| 332 NORTH MANSFIELD | LOS ANGELES | CA | 90036 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 | |||||
| CHABAD OF ELON | ||||||||||||
| 456 BROOKLYN AVE | BROOKLYN | NY | 11225 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $2,500 | |||||
| CHABAD OF HAMILTON HEIGHTS | ||||||||||||
| 3647 BROADWAY | NEW YORK | NY | 10031 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,500 | |||||
| CHABAD OF LAFAYETTE | ||||||||||||
| 556 CROWN ST | BROOKLYN | NY | 11213 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | |||||
| CHABAD OF LEAWOOD | ||||||||||||
| 13133 BIRCH ST | LEAWOOD | KS | 66209 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,600 | |||||
| CHABAD OF MAR VISTA | ||||||||||||
| 1469 PRESIDENT ST | BROOKLYN | NY | 11213 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,000 | |||||
| CHABAD OF MELBOURNE | ||||||||||||
| 1325 UNION ST | BROOKLYN | NY | 11225 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $1,800 | |||||
| CHABAD OF MERCER ISLAND | ||||||||||||
| 888 MONTGOMERY STREET | BROOKLYN | NY | 11213 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,800 | |||||
| CHABAD OF NANAIMO | ||||||||||||
| 4455 W SYLVANIA AVE | TOLEDO | OH | 43623 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATIONRELIGIOUS ORGANIZATION | $3,600 | |||||
| CHABAD OF NORMANDY | ||||||||||||
| 7421 MIAMI VIEW DR | NORTH BAY VILLAGE | FL | 33141 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,800 | |||||
| CHABAD OF NORTH BAY | ||||||||||||
| 1721 45TH ST | BROOKLYN | NY | 11204 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATIONRELIGIOUS ORGANIZATION | $2,500 | |||||
| CHABAD OF OHIO UNIVERSITY | ||||||||||||
| 29640 CANNON RD | SOLON | OH | 44139 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,000 | |||||
| CHABAD OF OLD TAPPAN | ||||||||||||
| 183 OLD TAPPAN ROAD | OLD TAPPAN | NJ | 07675 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,000 | |||||
| CHABAD OF PETALUMA | ||||||||||||
| 1503 PRESIDENT ST | BROOKLYN | NY | 11213 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,600 | |||||
| CHABAD OF RED ROCK | ||||||||||||
| 1261 ARVILLE ST | LAS VEGAS | NV | 89102 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,000 | |||||
| CHABAD OF SEATTLE | ||||||||||||
| 6519 49TH AVE -NE | SEATTLE | WA | 98115 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 | |||||
| CHABAD OF SOUTH TEXAS | ||||||||||||
| 14535 BLANCO ROAD | SAN ANTONIO | TX | 78216 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,000 | |||||
| CHABAD OF THE WEST SIDE | ||||||||||||
| 166 WEST 97TH ST | NEW YORK | NY | 10025 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 | |||||
| CHABAD ON CAMPUS INTERNATIONAL | ||||||||||||
| 763 EASTERN PARKWAY | BROOKLYN | NY | 11213 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,800 | |||||
| CHABAD SBH | ||||||||||||
| 418 MIDWOOD ST | BROOKLYN | NY | 11225 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | |||||
| CHABAD TORINO | ||||||||||||
| N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | CORSO GUGLIELMO MARCONI 26 | TURIN | ITALY | IT | 10125 | ||||
| CHASDEI LEV | ||||||||||||
| 508 EAST 2ND ST | BROOKLYN | NY | 11218 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $500 | |||||
| CONG AHAVAS CHESED | ||||||||||||
| 720 LEFFERTS AVE | BROOKLYN | NY | 11203 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,000 | |||||
| CONG BAIS USHER | ||||||||||||
| 1231 45TH ST | BROOKLYN | NY | 11219 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $250 | |||||
| CONG KEHAL CHSASSEDEI TCHERNOBIL | ||||||||||||
| 126 RICHMOND PLACE | LAWRENCE | NY | 11559 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $11,000 | |||||
| CONG ZICHRON MORDECHAI SHLOMO | ||||||||||||
| 415 WEST END AVE | NEW YORK | NY | 10024 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,000 | |||||
| CONG HEICHAL DOVID | ||||||||||||
| 215 CENTRAL AVE | LAWRENCE | NY | 11559 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $25,000 | |||||
| GEMACH MOSHE AHARON | ||||||||||||
| 1348 48TH ST | BROOKLYN | NY | 11219 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $500 | |||||
| CONGREGATION AHAVAS TZDOKAH V'CHESED | ||||||||||||
| 1347 42ND STREET | BROOKLYN | NY | 11218 | N/A | PUBLIC CHARITY | HELP NEEDY INDIVIDUALS | $675,000 | |||||
| CONGREGATION BAIS AVRAHOM ZEV | ||||||||||||
| 2 ROCKAWAY TURNPIKE | LAWRENCE | NY | 11559 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $12,000 | |||||
| CONGREGATION BNEI TORAH OF LAWRENCE | ||||||||||||
| 41 MARTIN LANE | LAWRENCE | NY | 11559 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,000 | |||||
| FRIENDS OF CHABAD NORTH SHORE | ||||||||||||
| 1459 PRESIDENT ST | BROOKLYN | NY | 11213 | N/A | PRIVATE FOUNDATION | RELIGIOUS ORGANIZATION | $2,500 | |||||
| EZRAS YISROEL | ||||||||||||
| 5308 13TH AVE | BROOKLYN | NY | 11219 | N/A | PUBLIC CHARITY | HELP NEEDY INDIVIDUALS | $2,500 | |||||
| FRIENDS OF LUBAVITCH | ||||||||||||
| 11621 SEVEN LOCKS RD | POTOMAC | MD | 20654 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 | |||||
| FRIENDS OF LUBAVITCH OF FLORIDA | ||||||||||||
| 34 NW 98TH ST | MIAMI SHORES | FL | 33150 | N/A | SCHOOL | ASSIST SCHOOL | $2,500 | |||||
| JAR | ||||||||||||
| 41 PLUM RD | MONSEY | NY | 10952 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,500 | |||||
| KEREN ORAH | ||||||||||||
| 812 DITMAS AVE | BROOKLYN | NY | 11218 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATIONRELIGIOUS ORGANIZATIONRELIGIOUS ORGANIZATION | $5,000 | |||||
| LUBAVITCH OF EASTERN BUCKS COUNTY | ||||||||||||
| 701 EMPIRE BLVD | BROOKLYN | NY | 11213 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 | |||||
| MANHATTAN DAY SCHOOL | ||||||||||||
| 310 W 75TH ST | NEW YORK | NY | 10023 | N/A | SCHOOL | ASSIST SCHOOL | $12,000 | |||||
| N'SHEI BAIS MEDRASH ATERES YISROEL | ||||||||||||
| 827 CORNAGA AVE | FAR ROCKAWAY | NY | 11691 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $180 | |||||
| NACHALAS MOSHE | ||||||||||||
| 23 FANLEY AVE | SPRING VALLEY | NY | 10977 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $7,000 | |||||
| OHR CHADASH | ||||||||||||
| 1417 CONEY ISLAND AVE | BROOKLYN | NY | 11230 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $100,000 | |||||
| PROJECT WITNESS | ||||||||||||
| 201 FOSTER AVE | BROOKLYN | NY | 11230 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $50,000 | |||||
| NER ISRAEL RABBINICAL COLLEGE | ||||||||||||
| 400 MT WILSON LANE | BALTIMORE | MD | 21208 | N/A | SCHOOL | RELIGIOUS ORGANIZATION | $10,000 | |||||
| SHARSHERET | ||||||||||||
| 1086 TEANECK RD | TEANECK | NJ | 07666 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,000 | |||||
| THE JEWISH LEARNING CENTER | ||||||||||||
| 605 OVERLOOK DR | WINTER HAVEN | FL | 33884 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,000 | |||||
| TOV VCHESED | ||||||||||||
| PO BOX 855 | MONSEY | NY | 10952 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 | |||||
| WESTCHESTER TORAH ACADEMY | ||||||||||||
| 1000 PINEBROOK RD | NEW ROCHELLE | NY | 10804 | N/A | SCHOOL | ASSIST SCHOOL | $115,000 | |||||
| WISCONSIN INSTITUTE FOR TORAH STUDY | ||||||||||||
| 3288 NORTH LAKE DRIVE | MILWAUKEE | WI | 53211 | N/A | SCHOOL | ASSIST SCHOOL | $500 | |||||
| KARNOH SHEL TORAH | ||||||||||||
| 1351 E 10TH ST | BROOKLYN | NY | 11230 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $875,000 | |||||
| KEHILLAS BAS YEHUDA TZVI | ||||||||||||
| 395 OAKLAND AVE | CEDARHURST | NY | 11516 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,000 | |||||
| TORAH ORE | ||||||||||||
| 1362 EAST 21ST STREET | BROOKLYN | NY | 11210 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $360 | |||||
| MANHATTAN HIGH SCHOOL FOR GIRLS | ||||||||||||
| 154 E 70TH ST | NEW YORK | NY | 10021 | N/A | SCHOOL | ASSIST SCHOOL | $25,000 | |||||
| MAOR | ||||||||||||
| 6201 GREEN MEADOW WAY | BALTIMORE | MD | 21209 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $1,000 | |||||
| WEST SIDE KOLLEL | ||||||||||||
| 646 WEST END AVE | NEW YORK | NY | 10025 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $4,000 | |||||
| YESHIVA KETANA OF LONG ISLAND | ||||||||||||
| 321 DOUGHTY BLVD | INWOOD | NY | 11096 | N/A | SCHOOL | ASSIST SCHOOL | $10,000 | |||||
| YESHIVA OF FAR ROCKAWAY | ||||||||||||
| 802 HICKSVILLE ROAD | FAR ROCKAWAY | NY | 11691 | N/A | SCHOOL | ASSIST SCHOOL | $5,000 | |||||
| SHOR YOSHUV | ||||||||||||
| 1 CEDAR LAWN AVE | LAWRENCE | NY | 11559 | N/A | SCHOOL | ASSIST SCHOOL | $150,000 | |||||
| THE CHAIM FOUNDATION | ||||||||||||
| 17 SUTTON PLACE | LAWRENCE | NY | 11559 | N/A | PRIVATE FOUNDATION | RELIGIOUS ORGANIZATION | $5,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,899,770 | 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 | $57,400 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,239,636 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$28,849 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $95,000 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $95,000 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,268,187 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,363,187 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MURRAY LAURA HUBERFELD | ||||||
| 1 | 15 MANOR LANE | LAWRENCE | NY | 11559 | $900,000 | Yes (X) |
| WALTER PHYLLIS BERKOWITZ | ||||||
| 2 | 219 BROAD AVENUE | ENGLEWOOD | NJ | 07631 | $25,025 | Yes (X) |
| ALEXANDER HUBERFELD | ||||||
| 3 | 15 MANOR LANE | LAWRENCE | NY | 11559 | $200,000 | Yes (X) |
| JACOB HUBERFELD | ||||||
| 4 | 15 MANOR LANE | LAWRENCE | NY | 11559 | $200,000 | Yes (X) |
| JESSICA BEREN | ||||||
| 5 | 420 WEST END AVENUE | NEW YORK | NY | 10024 | $200,000 | Yes (X) |
| RACHEL JACOBS | ||||||
| 6 | 451 WEST END AVENUE | NEW YORK | NY | 10024 | $200,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND BOOKKEEPING | CategoryTxt |
| Amt | $65,320 | Amt |
| Net Investment Income | $21,773 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,773 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PLATINUM PARTNERS VALUE ARBITRAGE (INTERNATIONAL) LTD | $2,595,299 | $13,784,963 |
| TANAGER ENERGY | $224,456 | $2,748 |
| TINTIC GOLD MINES | $58,000 | $14,500 |
| PLATINUM LIQUID OPPORTUNITY FUND LTD | $966,792 | $1,421,048 |
| 17 GROUP INC | $166,666 | $166,666 |
| MOBLI MEDIA INC | $1,760,000 | $587,500 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BAYBERRY FUND LLC | AT COST | $408,102 | $408,102 |
| INVESTMENT IN INSURANCE POLICIES | AT COST | $2,973,478 | $2,973,478 |
| MANHATTAN YORK EQUITIES | AT COST | $0 | $0 |
| BAINBRIDGE ENERGY | AT COST | $1,003,699 | $1,003,699 |
| MARBRIDGE ENERGY FINANCE | AT COST | $756,490 | $756,490 |
| PLATINUM PARTNERS CREDIT OPPORTUNITY FUND | AT COST | $204,873 | $204,873 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID FEDERAL EXCISE TAX | Desc |
| EOY Book Value | $19,890 | EOYBookValueAmt |
| EOYFMV | $19,890 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEE TO NYS ATTORNEY GENERAL | $920 | $0 | $0 |
| BANK CHARGES | $2,037 | $2,037 | $0 |
| PAYROLL PROCESSING FEES | $1,001 | $300 | $701 |
| UNDERPAYMENT PENALTY | $279 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| SUSPENSE | $2,660 | $2,660 |
| EXCISE TAX PAYABLE | $13,130 | $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 | $884,867 | 2010-07 | 2014-06 | VARIOUS | 12.000000000000 | REAL ESTATE MORTGAGE | INVESTMENT | REAL ESTATE MORTGAGES | $0 |
| TRISTATE PODIATRY PC | ||||||||||
| NONE | $20,000 | $0 | 2008-01 | 2015-11 | 972/MO | 0.000000000000 | PERSONAL GUARANTY | HELP NEEDY INDIVIDUAL | $0 | |
| JUDAH PEARLSTEIN | ||||||||||
| NONE | $135,000 | $75,000 | 2012-08 | 2016-12 | 10000/MO | 0.000000000000 | PERSONAL GUARANTIES | TO HELP PERSON IN NEED | $0 | |
| FINSBURY TRUST | ||||||||||
| NONE | $50,000 | $50,000 | 2013-10 | 2018-10 | 0.000000000000 | PERSONAL GUARANTIES | LOAN TO NEEDY INDIVIDUAL | $0 | ||
| AARON ELBOGEN IRREVOCABLE TRUST | ||||||||||
| NONE | $1,500,000 | $0 | 2014-11 | 2015-11 | 750000 3/15 AND 750000 11/15 | 7.000000000000 | PERSONAL GUARANTIES | $0 | ||
| MARCUS FOX | ||||||||||
| BOOKKEEPER | $25,000 | $20,000 | 2014-03 | 2016-09 | $10000,$10000,$15000 | 0.000000000000 | PERSONAL GUARANTIES | $0 | ||
| JT HOME MANAGEMENT | ||||||||||
| NONE | $500,000 | $104,167 | 2014-05 | 2016-05 | 20833/MO | 12.000000000000 | PERSONAL GUARANTIES | INVESTMENT | $0 | |
| M ORATZ | ||||||||||
| NONE | $750,000 | $710,000 | 2014-05 | 2014-12 | 10000/MO | 5.000000000000 | PERSONAL GUARANTIES | INVESTMENT | $0 | |
| PARK MANOR CONSULTING | ||||||||||
| NONE | $300,000 | $112,500 | 2014-09 | 2016-09 | 12500/MO - INTEREST RATE TO BE DETERMINED | 0.000000000000 | PERSONAL GUARANTIES | INVESTMENT | $0 | |
| IRVING LANGER | ||||||||||
| NONE | $1,250,000 | $1,250,000 | 2014-11 | 2016-12 | 625000 5/16 AND 625000 12/16 | 12.000000000000 | PERSONAL GUARANTIES | INVESTMENT | $0 | |
| ARROYA CREDIT | ||||||||||
| NONE | $500,000 | $500,000 | 2015-09 | 2016-12 | 24.000000000000 | PERSONAL GUARANTIES AND REAL ESTATE | INVESTMENT | $0 | ||
| AM LIFE | ||||||||||
| NONE | $301,126 | $301,126 | 2015-12 | 2014-06 | VARIOUS | 15.000000000000 | INSURANCE POLCIES | INVESTMENT | $0 | |
| ORATZ | ||||||||||
| NONE | $400,000 | $380,000 | 2015-04 | 2020-04 | 6666/MO | 5.000000000000 | PERSONAL GUARANTIES | INVESTMENT | $0 | |
| BENJAMIN LOWINGER | ||||||||||
| NONE | $500,000 | $259,772 | 2015-02 | 2016-10 | 23289/MO | 7.000000000000 | PERSONAL GUARANTIES | INVESTMENT | $0 | |
| HERITAGE GROUP | ||||||||||
| NONE | $300,000 | $212,500 | 2015-05 | 2017-05 | 12500/MO | 12.000000000000 | PERSONAL GUARANTIES | INVESTMENT | $0 | |
| A GORDON | ||||||||||
| NONE | $25,000 | $7,520 | 2015-05 | 2016-12 | 1000/MO | 0.000000000000 | PERSONAL GUARANTIES | $0 | ||
| HUTTON VENTURES | ||||||||||
| NONE | $1,000,000 | $1,000,000 | 2016-09 | 2018-11 | LUMP SUM | 15.000000000000 | PERSONAL GUARANTIES AND REAL ESTATE | INVESTMENT | $0 | |
| HUTTON VENTURES | ||||||||||
| NONE | $456,750 | $456,750 | 2015-09 | 2016-07 | LUMP SUM | 18.000000000000 | CORPORATIONS ASSETS | INVESTMENT | $0 | |
| JEST HOLDINGS | ||||||||||
| NONE | $0 | $1,884,000 | 2015-01 | 2014-06 | VARIOUS | 12.000000000000 | MORTGAGES | INVESTMENT | $0 | |
| APTHROP APARTMENTS | ||||||||||
| NONE | $2,500,000 | $1,127,427 | 2015-02 | 2016-02 | LUMP SUM | 11.000000000000 | MORTGAGES ON APARTMENTS | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $26,415 | $0 | $0 |
| PAYROLL | $10,385 | $3,115 | $7,270 |
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