HUBERFELD FAMILY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HUBERFELD FAMILY FOUNDATION INC (EIN 13-4042543)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-07-22
- IRS object ID
- 201532039349100003
- Schema version
- 2014v5.0
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-22T10:00:45-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-07-15 | 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 | 2015-07-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $48,384,938 | 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 | $3,567,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $62,349 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $62,349 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $925,875 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $925,875 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $744,005 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $744,005 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $744,005 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $612,092 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $612,092 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,911,821 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,344,321 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $60,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $18,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $42,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,366 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $32,403 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,202 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $51,849 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,709 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,987 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,444 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $747 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $351 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $154,062 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,658 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $46,338 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,475,876 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,475,876 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,629,938 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,658 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,522,214 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,281,883 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,307,663 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $16,269,173 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,358,175 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,358,175 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $5,402,228 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $6,785,491 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $5,402,228 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $5,392,228 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $4,711,213 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,731,213 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,675,297 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,390,641 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,959,237 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,959,237 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $33,156,518 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,450,854 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $48,384,938 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,337 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $15,790 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,337 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,790 | 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 | $33,153,181 | RetainedEarningBOYAmt |
| Retained Earning EOY | $37,435,064 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $33,153,181 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $37,435,064 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $33,156,518 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $37,450,854 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $33,153,181 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,281,883 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $37,435,064 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $37,435,064 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | INSURANCE POLICIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Sold | 2014-12-02 | SoldDt |
| Gross Sales Price | $744,005 | GrossSalesPriceAmt |
| Gain Or Loss | $744,005 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $744,005 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $744,005 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,109,731 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $38,926,899 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.079886 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,559,267 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $34,276,961 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.074664 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,744,486 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $34,944,597 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.078538 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,976,902 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $34,314,771 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.086753 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,860,640 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $30,054,779 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.095181 | DistributionYr5Rt |
| Total Distribution | 0.415022 | TotalDistributionRt |
| Average Distribution | 0.083004 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $43,027,767 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,571,477 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $23,077 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,594,554 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,522,214 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $46,153 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $46,153 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $46,153 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $33,023 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $16,703 | AppliedToEsTaxAmt |
| Total Payments And Credits | $49,726 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $68 | EsPenaltyAmt |
| Overpayment | $3,505 | OverpaymentAmt |
| Applied To ES Tax | $3,505 | 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 | $60,000 | $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 | $17,092,551 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,953,375 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,637,086 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $43,683,012 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $43,683,012 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $655,245 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $43,027,767 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,151,388 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,151,388 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $46,153 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $46,153 | TotalTaxAmt |
| Distributable Before Adj | $2,105,235 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,105,235 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,105,235 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,522,214 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,522,214 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,522,214 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,105,235 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,379,655 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,286,611 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,103,643 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $873,158 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,196,312 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,839,379 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,522,214 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,522,214 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $583,021 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $583,021 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,256,358 | 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 | $796,634 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,459,724 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,286,611 | ExcessFromYear4Amt |
| Excess From Year3 | $1,103,643 | ExcessFromYear3Amt |
| Excess From Year2 | $873,158 | ExcessFromYear2Amt |
| Excess From Year1 | $1,196,312 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RACHEL JACOBS | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MURRAY HUBERFELD | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 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 (98 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AHAVAS CHESED | ||||||||||||
| 720 LEFFERTS AVE | BROOKLYN | NY | 11203 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,800 | |||||
| AMERICAN FRIENDS OF BEER YAAKOV | ||||||||||||
| 1553 41ST STREET | BROOKLYN | NY | 11218 | N/A | SCHOOL | ASSIST SCHOOL | $5,000 | |||||
| AMERICAN FRIENDS OF CHABAD EDUCATION | ||||||||||||
| 920 MONTGOMERY STREET | BROOKLYN | NY | 11215 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,000 | |||||
| AVIGDOR'S HELPING HAND | ||||||||||||
| 138-45 78TH DRIVE | FLUSHING | NY | 11367 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATIONRELIGIOUS ORGANIZATION | $6,000 | |||||
| AHAVAS TZEDAKAH | ||||||||||||
| 816 FOREST AVE | LAKEWOOD | NJ | 08701 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,000 | |||||
| AMERICAN COMMITTEE FOR SHAARE ZEDEK | ||||||||||||
| 55 WEST 39TH ST | NEW YORK | NY | 10018 | N/A | HOSPITAL | ASSIST HOSPITAL | $5,000 | |||||
| AMERICAN FRIENDS OF JAFFA INSTITUTE | ||||||||||||
| 171-06 76TH AVE | FLUSHING | NY | 11366 | N/A | SCHOOL | ASSIST SCHOOL | $1,000 | |||||
| AMERICAN FRIENDS OF MERCAZ HATORAH | ||||||||||||
| 5101 17TH AVE | BROOKLYN | NY | 11204 | N/A | SCHOOL | ASSIST SCHOOL | $18,000 | |||||
| AMERICAN FRIENDS OF NISHMAT | ||||||||||||
| ONE UNIVERSITY PLAZA | HACKENSACK | NJ | 07601 | N/A | SCHOOL | ASSIST SCHOOL | $1,800 | |||||
| BAIS ISAAC ZVI | ||||||||||||
| 1019 46TH STREET | BROOKLYN | NY | 11219 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $300 | |||||
| BEER MIRIAM | ||||||||||||
| 11 HARRISON AVE | BROOKLYN | NY | 11211 | N/A | SCHOOL | ASSIST SCHOOL | $1,800 | |||||
| BILEV ECHOD | ||||||||||||
| 1448 56TH STREET | BROOKLYN | NY | 11219 | N/A | PUBLIC CHARITY | ASSIST CHARITY | $61,000 | |||||
| BEIT CHABAD RAMOT | ||||||||||||
| N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 | 5 FIERBERG ROAD | HAIFA | ISRAEL | IS | 32447 | ||||
| CHABAD AT PURDUE | ||||||||||||
| 795 MONTGOMERY STREET | BROOKLYN | NY | 11213 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATIONRELIGIOUS ORGANIZATIONRELIGIOUS ORGANIZATION | $3,000 | |||||
| CHABAD AT THE MEDICAL CENTERS | ||||||||||||
| 76-29 271ST STREET | NEW HYDE PARK | NY | 11040 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 | |||||
| CHABAD IN THE HILLS | ||||||||||||
| 1016 CORY AVE | LOS ANGELES | CA | 90069 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,600 | |||||
| CHABAD ITHACA | ||||||||||||
| 149 GRANDVIEW COURT | ITHACA | NY | 14850 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 | |||||
| CHABAD JAMAICA | ||||||||||||
| 25 BALFOUR PLACE | BROOKLYN | NY | 11225 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | |||||
| CHABAD LUBAVITCH OF WEST DAVIE | ||||||||||||
| 510 CROWN STREET | BROOKLYN | NY | 11213 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,000 | |||||
| CHABAD LUBAVITCH DUSSELDORF | ||||||||||||
| N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $2,500 | 71 BANKSTRASE | DUSSELDORF | GERMANY | GM | 40476 | ||||
| CHABAD LUBAVITCH OF MISSOULA | ||||||||||||
| 1945 MCDONALD AVE | MISSOULA | MT | 59801 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | |||||
| CHABAD OF ADELPHI | ||||||||||||
| 411 HEMPSTEAD TURNPIKE | HEMPSTEAD | NY | 11550 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 | |||||
| CHABAD OF BOCA RATON | ||||||||||||
| 17950 MILITARY TRAIL | BOCA RATON | FL | 33496 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $2,500 | |||||
| CHABAD OF CLARKSVILLE | ||||||||||||
| 6125 TULANE DR | CLARKSVILLE | MD | 21029 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 | |||||
| CHABAD OF COASTAL BEND | ||||||||||||
| 547 CROWN STREET | BROOKLYN | NY | 11225 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATIONRELIGIOUS ORGANIZATION | $5,000 | |||||
| CHABAD OF DELAWARE COUNTY | ||||||||||||
| 633 EAST NEW YORK AVE | BROOKLYN | NY | 11203 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 | |||||
| CHABAD OF FRISCO | ||||||||||||
| 580 CROWN ST | BROOKLYN | NY | 11213 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATIONRELIGIOUS ORGANIZATION | $2,500 | |||||
| CHABAD OF GEORGIA | ||||||||||||
| 205 ZEBLIN ROAD | ATLANTA | GA | 30342 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | |||||
| CHABAD OF GRENADA | ||||||||||||
| 717 EMPIRE BLVD | BROOKLYN | NY | 11213 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 | |||||
| CHABAD OF HARBOR BEACH | ||||||||||||
| 2420 SE 17TH ST | FT LAUDERDALE | FL | 33316 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,600 | |||||
| CHABAD OF HUNTINGTON VILLAGE | ||||||||||||
| 565 MAPLE STREET | BROOKLYN | NY | 11203 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 | |||||
| CHABAD OF LAKELAND | ||||||||||||
| PO BOX 92410 | LAKELAND | FL | 33804 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,600 | |||||
| CHABAD OF MINNEAPOLIS | ||||||||||||
| 7 BALFOUR PLACE | BROOKLYN | NY | 11225 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | |||||
| CHABAD OF MOBILE | ||||||||||||
| 383 KINGSTON AVE | BROOKLYN | NY | 11213 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | |||||
| CHABAD OF NICE | ||||||||||||
| N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | 22 RUE ROSSINI | NICE | FRANCE | FR | 06000 | ||||
| CHABAD OF NORTHERN RHODE ISLAND | ||||||||||||
| 998 HOPE STREET | PROVIDENCE | RI | 02906 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | |||||
| CHABAD OF PRAGUE | ||||||||||||
| N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $10,000 | 6 MILOSRDNYCH | PRAGUE | CZECH REPUBLIC | EZ | 11000 | ||||
| CHABAD OF RISHON LEZIYON | ||||||||||||
| N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 | ROTHSCHILD ST 23 | RISHON LETSIYON | ISRAEL | IS | 75265 | ||||
| CHABAD OF PRESCOTT | ||||||||||||
| 604 EMPIRE BLVD | BROOKLYN | NY | 11213 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 | |||||
| CHABAD OF THE SOUTH SHORE | ||||||||||||
| 81 HALPIN AVE | STATEN ISLAND | NY | 10312 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 | |||||
| CHABAD OF VIRGINIA | ||||||||||||
| 621 LEFFERTS AVE | BROOKLYN | NY | 11203 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,000 | |||||
| CHABAD OF WEST KENDALL | ||||||||||||
| 12100 SW 92ND AVE | MIAMI | FL | 33176 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 | |||||
| CHABAD OF WESTERN NORTH CAROLINA | ||||||||||||
| 660 MERRIMON AVE | ASHEVILLE | NC | 28804 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,800 | |||||
| CHABAD OF PELHAM | ||||||||||||
| 649 EMPIRE BLVD | BROOKLYN | NY | 11213 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | |||||
| CHABAD SOUTHERN DUTCHESS | ||||||||||||
| 15 ASPEN CT | FISHKILL | NY | 12524 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 | |||||
| CHABAD TORCH | ||||||||||||
| 3718 LAKE FORREST DRIVE | REDDING | CA | 96003 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | |||||
| CIJE | ||||||||||||
| 45 BROADWAY | NEW YORK | NY | 10006 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | |||||
| COLEL CHABAD | ||||||||||||
| 806 EASTERN PARKWAY | BROOKLYN | NY | 11213 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,600 | |||||
| CONGREGATION ADAS YERAIM | ||||||||||||
| 195 DIVISION AVE | BROOKLYN | NY | 11211 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $500 | |||||
| CONG KEHAL CHSASSEDEI TCHERNOBIL | ||||||||||||
| 126 RICHMOND PLACE | LAWRENCE | NY | 11559 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $30,000 | |||||
| CONG MIGDAL EIDER | ||||||||||||
| 3014 AVE L | BROOKLYN | NY | 11210 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,000 | |||||
| CONG NACLAS MOSHE | ||||||||||||
| 23 FANLEY AVE | SPRING VALLEY | NY | 10977 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $16,000 | |||||
| CONGREGATION AHAVAS TZDOKAH V'CHESED | ||||||||||||
| 1347 42ND STREET | BROOKLYN | NY | 11218 | N/A | PUBLIC CHARITY | HELP NEEDY INDIVIDUALS | $650,000 | |||||
| CONGREGATION BAIS AVRAHOM ZEV | ||||||||||||
| 2 ROCKAWAY TURNPIKE | LAWRENCE | NY | 11559 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $20,000 | |||||
| CONGREGATION BNEI TORAH OF LAWRENCE | ||||||||||||
| 41 MARTIN LANE | LAWRENCE | NY | 11559 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,000 | |||||
| CONGREGATION TIFERES TEFILLAH | ||||||||||||
| 63 BABOCK LANE | SUFFERN | NY | 10901 | N/A | PRIVATE FOUNDATION | RELIGIOUS ORGANIZATION | $1,800 | |||||
| EZRAS YISROEL | ||||||||||||
| 5308 13TH AVE | BROOKLYN | NY | 11219 | N/A | PUBLIC CHARITY | HELP NEEDY INDIVIDUALS | $300 | |||||
| EZRAT ISRAEL | ||||||||||||
| 672 EMPIRE BLVD | BROOKLYN | NY | 11213 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 | |||||
| FRIENDS OF MICHLALAH | ||||||||||||
| 9 SUTTON ROAD | MONSEY | NY | 10952 | N/A | SCHOOL | ASSIST SCHOOL | $5,000 | |||||
| JOEY WILLIG | ||||||||||||
| 562 BARNARD AVE | WOODMERE | NY | 11598 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $300 | |||||
| CARMEL ACADEMY | ||||||||||||
| 270 LAKE AVE | GREENWICH | CT | 06830 | N/A | SCHOOL | ASSIST SCHOOL | $1,800 | |||||
| KEREN HAGMACH | ||||||||||||
| 2128 82ND STREET | BROOKLYN | NY | 11214 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 | |||||
| KOLLEL BIRCHAS SHLOMO | ||||||||||||
| 4904 INDEPENDENCE AVE | BRONX | NY | 10471 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $18,000 | |||||
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||||||
| 633 THIRD AVE | NEW YORK | NY | 10017 | N/A | HOSPITAL | ASSIST HOSPITAL | $250 | |||||
| MANHATTAN HIGH SCHOOL | ||||||||||||
| 499 PARK AVENUE | NEW YORK | NY | 10022 | N/A | SCHOOL | ASSIST SCHOOL | $18,000 | |||||
| MOUNT SINAI DIABETES CENTER | ||||||||||||
| 1 GUSTAVE LLEVY PLACE | NEW YORK | NY | 10019 | N/A | PUBLIC CHARITY | ASSIST CHARITY | $5,000 | |||||
| MESIVTA TIFERES JERUSALEM OF RIZHIN | ||||||||||||
| 276 RIVERSIDE DRIVE | NEW YORK | NY | 10025 | N/A | SCHOOL | ASSIST SCHOOL | $3,600 | |||||
| OHAB SHALOM | ||||||||||||
| 270 W 84TH ST | NEW YORK | NY | 10024 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,000 | |||||
| PROJECT WITNESS | ||||||||||||
| 201 FOSTER AVE | BROOKLYN | NY | 11230 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $500 | |||||
| RABBINICAL ACADEMY OF VENICE | ||||||||||||
| 383 KINGSTON AVE | BROOKLYN | NY | 11213 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $10,000 | |||||
| NER ISRAEL RABBINICAL COLLEGE | ||||||||||||
| 400 MT WILSON LANE | BALTIMORE | MD | 21208 | N/A | SCHOOL | ASSIST SCHOOL | $10,000 | |||||
| SIMON WIESENTHAL CENTER | ||||||||||||
| 1399 SOUTH ROXBURY | LOS ANGELES | CA | 90035 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $6,666 | |||||
| STARS OF ISRAEL | ||||||||||||
| 82-52 ABINGDON RD | KEW GARDENS | NY | 11415 | N/A | SCHOOL | ASSIST SCHOOL | $1,800 | |||||
| SYNAGOGUE FREE | ||||||||||||
| 2935 W DEVON AVE | CHICAGO | IL | 60659 | N/A | PUBLIC CHARITY | ASSIST SCHOOL | $2,500 | |||||
| THE NY SEMINARY | ||||||||||||
| 911 MCDONALD AVE | BROOKLYN | NY | 11218 | N/A | SCHOOL | ASSIST SCHOOL | $10,000 | |||||
| TUV YERUSHALAYIM | ||||||||||||
| 1520 39TH STREET | BROOKLYN | NY | 11218 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $40,000 | |||||
| YESHIVA OF KASHO | ||||||||||||
| 101 SPENCER ST | BROOKLYN | NY | 11205 | N/A | SCHOOL | ASSIST SCHOOL | $5,000 | |||||
| YESHIVA OHEL TORAH | ||||||||||||
| 91 COLLEGE ROAD | MONSEY | NY | 10952 | N/A | SCHOOL | ASSIST SCHOOL | $250 | |||||
| TORAH LEARNING RESOURCES | ||||||||||||
| PO BOX 230212 | BROOKLYN | NY | 11223 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | |||||
| TORAH ORE | ||||||||||||
| 1362 EAST 21ST STREET | BROOKLYN | NY | 11210 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $360 | |||||
| TOV VCHESED | ||||||||||||
| PO BOX 855 | MONSEY | NY | 10952 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,600 | |||||
| WEST SIDE KOLLEL | ||||||||||||
| 646 WEST END AVE | NEW YORK | NY | 10025 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $15,000 | |||||
| YESHIVA SHAALVIM | ||||||||||||
| 1716 CONEY ISLAND AVE | BROOKLYN | NY | 11230 | N/A | SCHOOL | ASSIST SCHOOL | $2,500 | |||||
| YESHIVA CHAYEI MOSHE | ||||||||||||
| N/A | SCHOOL | ASSIST SCHOOL | $10,000 | 72 YIRMIYAHU | JERUSALEM | ISRAEL | IS | 91360 | ||||
| YESHIVA DARCHEI TORAH | ||||||||||||
| 257 BEACH 17TH STREET | FAR ROCKAWAY | NY | 11691 | N/A | SCHOOL | ASSIST SCHOOL | $50,000 | |||||
| YESHIVA KETANA OF LONG ISLAND | ||||||||||||
| 321 DOUGHTY BOULEVARD | INWOOD | NY | 11096 | N/A | PUBLIC CHARITY | ASSIST SCHOOL | $11,800 | |||||
| YESHIVA KETANA OF MANHATTAN | ||||||||||||
| 346 W 89TH ST | NEW YORK | NY | 10024 | N/A | SCHOOL | ASSIST SCHOOL | $12,500 | |||||
| YESHIVA OF FAR ROCKAWAY | ||||||||||||
| 802 HICKSVILLE ROAD | FAR ROCKAWAY | NY | 11691 | N/A | SCHOOL | ASSIST SCHOOL | $5,000 | |||||
| YESHIVA ZEEV HATORAH | ||||||||||||
| PO BOX 352 | CEDARHURST | NY | 11516 | N/A | SCHOOL | ASSIST SCHOOL | $5,000 | |||||
| ALEPH INSTITUTE | ||||||||||||
| 9540 COLLINS AVENUE | SURFSIDE | FL | 33154 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | |||||
| AMERICAN FRIENDS OF GIRLSTOWN OHR CHODOSH | ||||||||||||
| 1417 CONEY ISLAND AVE | BROOKLYN | NY | 11230 | N/A | SCHOOL | ASSIST SCHOOL | $106,500 | |||||
| CHAI LIFELINE | ||||||||||||
| 151 WEST 30TH ST | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $36,000 | |||||
| CONG BAIS USHER | ||||||||||||
| 1231 45TH ST | BROOKLYN | NY | 11219 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $550 | |||||
| OHEL CHILDREN HOME & FAMILY SERVICES | ||||||||||||
| 4510 16TH AVE | BROOKLYN | NY | 11204 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,600 | |||||
| SHUVU | ||||||||||||
| 5218 16TH AVE | BROOKLYN | NY | 11204 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $100,000 | |||||
| YESHIVA OF VIRGINIA | ||||||||||||
| 6801 PATTERSON AVE | RICHMOND | VA | 23226 | N/A | SCHOOL | ASSIST SCHOOL | $500 | |||||
| CHABAD LUBAVITCH MITZVAH TANK | ||||||||||||
| 770 EASTERN PARKWAY | BROOKLYN | NY | 11213 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,600 | |||||
| JCC OF THE GREATER FIVE TOWNS TO VOID OLD CHECK | ||||||||||||
| 207 GROVE AVE | CEDARHURST | NY | 11516 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | -$1,800 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,475,876 | 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 | $62,349 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $925,875 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $612,092 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $744,005 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,344,321 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,344,321 | 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 (9 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| LAURA HUBERFELD | |||||||
| 1 | 15 MANOR LANE | LAWRENCE | NY | 11559 | $1,000,000 | Yes (X) | |
| JESSICA BEREN | |||||||
| 2 | 420 WEST END AVENUE | NEW YORK | NY | 10024 | $240,000 | Yes (X) | |
| RACHEL BEREN | |||||||
| 3 | 400 WEST END AVENUE | NEW YORK | NY | 10024 | $240,000 | Yes (X) | |
| ALEXANDER HUBERFELD | |||||||
| 4 | 15 MANOR LANE | LAWRENCE | NY | 11559 | $240,000 | Yes (X) | |
| LAWRENCE PARTNERS LLC | |||||||
| 5 | 15 MANOR LANE | LAWRENCE | NY | 11559 | $1,000,000 | Yes (X) | |
| MARISA AND RICHARD STASMAUER | |||||||
| 6 | 10 HIGHVIEW DR | LIVINGTON | NJ | 07039 | $20,000 | Yes (X) | |
| BAYBERRY CONSUMER FINANCE FUND LLC | |||||||
| 7 | 250 WEST 55TH ST | NEW YORK | NY | 10019 | $40,000 | Yes (X) | |
| DAHLIA NORDLICHT | |||||||
| 8 | 245 TRENOR DRIVE | NEW ROCHELLE | NY | 10804 | $600,000 | Yes (X) | |
| HUBERFELD-BODNER FAMILY FOUNDATION | |||||||
| 9 | 250 WEST 55TH ST | NEW YORK | NY | 10019 | $187,500 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 60000 SHARES OF MOBLI MEDIA INC COMMON STOCK | $240,000 | 2014-12-22 |
| 3 | 60000 SHARES OF MOBLI MEDIA INC COMMON STOCK | $240,000 | 2014-12-22 |
| 4 | 60000 SHARES OF MOBLI MEDIA INC COMMON STOCK | $240,000 | 2014-12-22 |
| 5 | 250000 SHARES OF MOBLI MEDIA INC COMMON STOCK | $1,000,000 | 2014-12-22 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND BOOKKEEPING | CategoryTxt |
| Amt | $32,403 | Amt |
| Net Investment Income | $16,202 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | 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 | $13,291,940 |
| TANAGER ENERGY | $224,456 | $1,883 |
| TINTIC GOLD MINES | $58,000 | $8,700 |
| PLATINUM LIQUID OPPORTUNITY FUND LTD | $966,792 | $1,486,108 |
| 17 GROUP INC | $166,666 | $166,666 |
| MOBLI MEDIA INC | $1,720,000 | $1,720,000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BAYBERRY FUND LLC | AT COST | $507,076 | $507,076 |
| INVESTMENT IN INSURANCE POLICIES | AT COST | $2,432,570 | $2,432,570 |
| MANHATTAN YORK EQUITIES | AT COST | $1,019,591 | $1,019,591 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $2,366 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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 | $750 | $0 | $0 |
| BANK CHARGES | $1,195 | $597 | $0 |
| PAYROLL PROCESSING FEES | $501 | $150 | $351 |
| BAD DEBT | $4,998 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BAYBERRY CONSUMER FINANCE LLC | $315,955 | $315,955 | $315,955 |
| PLATINUM BLACK ELK | $156,546 | $156,546 | $156,546 |
| MANHATTAN YORK EQUITIES | $139,591 | $139,591 | $139,591 |
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 | $677 | $13,130 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (18 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 | $1,154,867 | 2010-07 | 2015-12 | VARIOUS | 12.000000000000 | REAL ESTATE MORTGAGE | INVESTMENT | REAL ESTATE MORTGAGES | $0 |
| SAMUEL REICH | ||||||||||
| NONE | $4,998 | $0 | 2011-06 | 2011-12 | 0.000000000000 | PERSONAL GUARANTY | $0 | |||
| TRISTATE PODIATRY PC | ||||||||||
| NONE | $20,000 | $10,694 | 2008-01 | 2015-11 | 972/MO | 0.000000000000 | PERSONAL GUARANTY | HELP NEEDY INDIVIDUAL | $0 | |
| D REIS | ||||||||||
| NONE | $25,000 | $0 | 2008-12 | 2009-12 | LUMP SUM | 0.000000000000 | PERSONAL GUARANTY | ASSIST INDIVIDUAL IN NEED | $0 | |
| AARON ELBOGEN IRREVOCABLE TRUST | ||||||||||
| NONE | $1,500,000 | $0 | 2009-09 | 2014-09 | $2500000 09/11 & 1500000 03/13 | 7.000000000000 | INVESTMENTS IN TWO PARTNERSHIPS | INVESTMENT | $0 | |
| BATES LOAN | ||||||||||
| NONE | $262,500 | $0 | 2011-05 | 2014-12 | LUMP SUM | 12.000000000000 | GUARANTEES AND MORTGAGES | INVESTMENT | $0 | |
| JUDAH PEARLSTEIN | ||||||||||
| NONE | $135,000 | $75,000 | 2012-08 | 10000/MO | 0.000000000000 | PERSONAL GUARANTIES | $0 | |||
| HUBERFELD-BODNER FAMILY FOUNDAION | ||||||||||
| RELATED FOUNDATION | $1,369,730 | $0 | 2013-06 | LUMP SUM | 0.000000000000 | ASSIST LOANS MADE BY RELATED FOUNDATION | $0 | |||
| FINSBURY TRUST | ||||||||||
| NONE | $50,000 | $50,000 | 2013-10 | 0.000000000000 | PERSONAL GUARANTIES | LOAN TO NEEDY INDIVIDUAL | $0 | |||
| A ORATZ | ||||||||||
| NONE | $300,000 | $0 | 2013-05 | 2014-03 | 12000/MO | 0.000000000000 | PERSONAL GUARANTIES | LOAN TO NEEDY INDIVIDUAL | $0 | |
| AARON ELBOGEN IRREVOCABLE TRUST | ||||||||||
| NONE | $1,000,000 | $0 | 2013-11 | 2014-11 | LUMP SUM | 7.000000000000 | PERSONAL GUARANTIES | INVESTMENT | $0 | |
| JMT HOLDINGS LLC | ||||||||||
| NONE | $630,000 | $0 | 2013-08 | 2014-04 | LUMP SUM | 5.000000000000 | INVESTMENT | $0 | ||
| AARON ELBOGEN IRREVOCABLE TRUST | ||||||||||
| NONE | $1,500,000 | $1,500,000 | 2014-11 | 2015-11 | 750000 3/15 AND 750000 11/15 | 7.000000000000 | PERSONAL GUARANTIES | $0 | ||
| MARCUS FOX | ||||||||||
| BOOKKEEPER | $25,000 | $35,000 | 2014-03 | 2015-12 | $10000,$10000,$15000 | 0.000000000000 | PERSONAL GUARANTIES | $0 | ||
| JT HOME MANAGEMENT | ||||||||||
| NONE | $500,000 | $354,167 | 2014-05 | 2016-05 | 20833/MO | 12.000000000000 | PERSONAL GUARANTIES | INVESTMENT | $0 | |
| M ORATZ | ||||||||||
| NONE | $750,000 | $710,000 | 2014-05 | 2014-12 | 5.000000000000 | PERSONAL GUARANTIES | INVESTMENT | $0 | ||
| PARK MANOR CONSULTING | ||||||||||
| NONE | $300,000 | $262,500 | 2014-09 | 2016-09 | 12500/MO - INTEREST RATE TO BE DETERMINED | 0.000000000000 | PERSONAL GUARANTIES | INVESTMENT | $0 | |
| MONTAGE HOLDING LLC | ||||||||||
| NONE | $1,250,000 | $1,250,000 | 2014-11 | 12.000000000000 | PERSONAL GUARANTIES | 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 | $46,153 | $0 | $0 |
| PAYROLL | $5,696 | $1,709 | $3,987 |
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