HUBERFELD FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HUBERFELD FAMILY FOUNDATION INC (EIN 13-4042543)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-11-21
- IRS object ID
- 202513259349100701
- Schema version
- 2023v6.0
- Note
- A later return for the same period supersedes this one.
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-21T08:20:21-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134042543 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUBERFELD FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUBE | BusinessNameControlTxt |
| Phone | 9173642400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 MANOR LANE | AddressLine1Txt |
| City | LAWRENCE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11559 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MURRAY HUBERFELD | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9173642400 | PhoneNum |
| Signature | 2025-05-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN M WAGNER CPA | PreparerPersonNm |
| PTIN | P00152928 | PTIN |
| Phone | 5163283800 | PhoneNum |
| Preparation | 2025-05-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,488,276 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $261,978 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $261,978 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $789,554 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $789,554 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$898,285 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $716,251 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $153,247 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,051,532 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $50,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $25,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $25,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $198,600 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,604 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,802 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,401 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $18,564 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,291 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,291 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,171 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,559 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,560 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $307,939 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,652 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $42,252 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,303,285 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,303,285 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,611,224 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,652 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,345,537 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,457,977 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,004,880 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,140 | CashBOYAmt |
| Cash EOY | $1,996 | CashEOYAmt |
| Cash EOYFMV | $1,996 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,595,623 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,247,830 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,247,830 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $14,895,152 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $13,443,139 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $14,895,152 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $13,008,902 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $553,440 | CorporateStockBOYAmt |
| Corporate Stock EOY | $224,456 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $120 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,455,758 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,229,428 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,229,428 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $26,050,100 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,598,862 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,488,276 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $7,425 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $14,164 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $7,425 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,164 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $26,042,675 | RetainedEarningBOYAmt |
| Retained Earning EOY | $23,584,698 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,042,675 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,584,698 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,050,100 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,598,862 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,042,675 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,457,977 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $23,584,698 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,584,698 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SCHWARTZ INSURANCE LOAN | P | 2015-04-07 | 2023-12-12 | $713,411 | $1,085,577 | -$372,166 | -$372,166 |
| WASHINGTON HEIGHTS MORTGAGE | P | 2007-01-23 | 2023-12-31 | $199,867 | -$199,867 | -$199,867 | |
| SPROUT PREF HOLDINGS LLC | P | 2018-03-29 | 2023-12-31 | $108 | -$108 | -$108 | |
| ISLEWORTH HV SPAC | P | 2021-02-10 | 2023-03-17 | $2,840 | $328,984 | -$326,144 | -$326,144 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$898,285 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,968 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,968 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,968 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,396 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,672 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,015 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $47 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WAGNERFERBERFINE ACKERMAN PLLC | IndividualWithBooksNm |
| Phone | 5163283800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 S TYSON AVENUE | AddressLine1Txt |
| City | FLORAL PARK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MURRAY HUBERFELD | ||||||||
| 15 MANOR LANE | LAWRENCE | NY | 11559 | PRESIDENT/DIRECTOR | 0.00 | $0 | $0 | $0 |
| ALEXANDER HUBERFELD | ||||||||
| 15 MANOR LANE | LAWRENCE | NY | 11559 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| RACHEL JACOBS | ||||||||
| 400 OCEAN AVE | LAWRENCE | NY | 11559 | SECRETARY/TREAS/DIRECTOR | 20.00 | $50,000 | $0 | $0 |
| JESSICA BEREN | ||||||||
| 23 MARTIN LANE | LAWRENCE | NY | 11559 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JACOB HUBERFELD | ||||||||
| 15 MANOR LANE | LAWRENCE | NY | 11559 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ARIELA HUBERFELD | ||||||||
| 269 WEST 87TH ST | NEW YORK | NY | 10064 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $294,098 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,880,417 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $16,691,226 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,865,741 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,865,741 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $342,986 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,522,755 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,126,138 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,126,138 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,968 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,968 | TotalTaxAmt |
| Distributable Before Adj | $1,112,170 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,112,170 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,112,170 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,345,537 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,345,537 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,112,170 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $781,289 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $1,682,757 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,265,026 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,729,072 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,345,537 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,112,170 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,233,367 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,962,439 | 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 | $781,289 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,181,150 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,682,757 | ExcessFromYear2Amt |
| Excess From Year1 | $1,265,026 | ExcessFromYear1Amt |
| Excess From Current Year | $1,233,367 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RACHEL JACOBS | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MURRAY HUBERFELD | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 MANOR LANE | AddressLine1Txt |
| City | LAWRENCE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11559 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9173642400 | RecipientPhoneNum |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (80 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF JERUSALEM CHESED | |||||||
| 1051 E 28TH ST | BROOKLYN | NY | 11210 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 |
| AMERICAN FRIENDS OF RCT | |||||||
| 510 SECOND STREET | LAKEWOOD | NJ | 08701 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $50,000 |
| AMERICAN FRIENDS OF SHAARE ZEDEK MEDICAL CENTER | |||||||
| 55 W 39TH ST | NEW YORK | NY | 10018 | N/A | HOSPITAL | ASSIST HOSPITAL | $2,500 |
| AMERICAN FRIENDS OF TORAH AND TEFILAH | |||||||
| 15 WAVERLY PLACE | LAWRENCE | NY | 11559 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 |
| ASSOCIATED BETH RIVKA SCHOOL FOR GIRLS | |||||||
| 405 LEFFERTS AVE | BROOKLYN | NY | 11225 | N/A | SCHOOL | ASSIST SCHOOL | $2,500 |
| BEIS MEDRASH HARBORVIEW | |||||||
| 214 HARBORVIEW SOUTH | LAWRENCE | NY | 11559 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,000 |
| BERNARD ENGLARD | |||||||
| PO BOX 130 | LAWRENCE | NY | 11559 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 |
| BETH ROPSHITZ | |||||||
| 1875 53RD ST | BROOKLYN | NY | 11204 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $40,000 |
| CHABAD HOUSE OF CT | |||||||
| 38 FIELD POINT ROAD | GREENWICH | CT | 06830 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 |
| CHABAD JEWISH CENTER OF SLO | |||||||
| 727 FENIMORE ST | BROOKLYN | NY | 11203 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,000 |
| CHABAD LUBAVITCH MITZVAH TANK | |||||||
| 1444 PRESIDENT ST | BROOKLYN | NY | 11213 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,600 |
| CHABAD LUBAVITCH JEWISH COMMUNITY CENTER OF FOLSOM | |||||||
| 302 S LEXINGTON DR | FOLSOM | CA | 95630 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,500 |
| CHABAD OF BACK MOUNTAIN | |||||||
| 353 WINOLD AVENUE | KINGSTON | PA | 18704 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 |
| CHABAD OF BERSHIRE VALLEY | |||||||
| 79102 SANDY LANE | WHARTON | NJ | 07885 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 |
| CHABAD OF BEVERLY SALEM | |||||||
| 26 BREAKWATER DRIVE | CHELSEA | MA | 02150 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,000 |
| CHABAD OF CENTENNTIAL HILLS | |||||||
| 2640 REGATTA DRIVE | LAS VEGAS | NV | 89128 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,600 |
| CHABAD OF DUMONT | |||||||
| PO BOX 203 | DUMONT | NJ | 07628 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 |
| CHABAD OF DUNWOODY | |||||||
| 4534 VILLAGE SPRINGS RUN | DUNWOODY | GA | 30338 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 |
| CHABAD OF KNOXVILLE | |||||||
| 7148 WELLINGTON DR | KNOXVILLE | TN | 37919 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,800 |
| CHABAD OF LAKE ZURICH | |||||||
| 16336 W APTAKISIC ROAD | LINCOLNSHIRE | IL | 60069 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,600 |
| CHABAD OF LARAMIE-BROOKLYN | |||||||
| 574 ALBANY AVE | BROOKLYN | NY | 11203 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 |
| CHABAD OF SEA CLIFF | |||||||
| 1447 CEDAR SWAMP ROAD | GLEN HEAD | NY | 11545 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,000 |
| CHABAD OF SKAGIT COUNTY | |||||||
| 5304 17TH AVE | BROOKLYN | NY | 11204 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,600 |
| CHABAD OF SOUTH SCOTTSDALE | |||||||
| 7007 E GOLD DUST AVE | SCOTTSDALE | AZ | 85253 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,000 |
| CHABAD OF THE NEIGHBORHOOD | |||||||
| 333 WEST PORTAL AVE UNIT B | SAN FRANCISCO | CA | 94127 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,000 |
| CHABAD OF TIERRASANTA | |||||||
| 763 EASTERN PARKWAY | BROOKLYN | NY | 11213 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,600 |
| CHABAD OF TOLEDO | |||||||
| 3901 SYLVANLAKES BLVD | SYLVANIA | OH | 45360 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,000 |
| CHABAD OF TOPANGA | |||||||
| 1459 OLD TOPANGA CANYON RD | TOPANGA | CA | 90290 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 |
| CHABAD OF TRAVERSE CITY | |||||||
| 12082 S ELK RIDGE DR | TRAVERSE CITY | MI | 49684 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,000 |
| CHABAD OF UNIVERSAL CITY | |||||||
| 11054 VENTURA BLVD 260 | LOS ANGELES | CA | 91604 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 |
| CHABAD OF WEST MARIN | |||||||
| 283 BUTTERFIELD RD | SAN ANSELMO | CA | 94960 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 |
| CHABAD OF WHEELING | |||||||
| 250 PARKWAY DR | LINCOLNSHIRE | IL | 60069 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 |
| CHABAD RUSSIAN CENTER | |||||||
| 1531 ROYCE STREET APT 2E | BROOKLYN | NY | 11234 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,600 |
| CHABAD WEST SHORE JEWISH CENTER | |||||||
| 5001 CARLISLE PIKE 201 | MECHANICSBERG | PA | 17050 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,800 |
| CHABAD OF DOWNTOWN ROSWELL | |||||||
| 1265 KNOLL WOODS CT | ROSELL | GA | 30075 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 |
| CONG CHONEN VNOSEN | |||||||
| 199 LEE AVE | BROOKLYN | NY | 11211 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 |
| CONG KEREN HAGAMASH | |||||||
| 2166 81ST ST | BROOKLYN | NY | 11214 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $500 |
| CONG KOLLEL BNEI YESUAN | |||||||
| 2402 AVE P | BROOKLYN | NY | 11229 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $45,000 |
| CONG OF NIKLESBURG | |||||||
| 4912 16TH AVE | BROOKLYN | NY | 11204 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $25,000 |
| CONGREGATION AHAVAS TZDOKAH V'CHESED | |||||||
| 1347 42ND STREET | BROOKLYN | NY | 11218 | N/A | PUBLIC CHARITY | HELP NEEDY INDIVIDUALS | $450,000 |
| CONG BETH YESAHYE | |||||||
| 425 WEST 28TH ST | MIAMI BEACH | FL | 33140 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,800 |
| CONGREGATION NEIMUS MOSHE KRAKOW | |||||||
| 4403 15TH AVE | BROOKLYN | NY | 11219 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $10,000 |
| DRS | |||||||
| 700 IBSEN STREET | WOODMERE | NY | 11598 | N/A | SCHOOL | ASSIST SCHOOL | $18,500 |
| ELI GOLDSTEIN | |||||||
| PO BOX 130 | LAWRENCE | NY | 11559 | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $7,000 | |
| FIFTH AVE SYNAGOGUE | |||||||
| 5 E 62ND STREET | NEW YORK | NY | 10065 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,380 |
| EZER MIZION | |||||||
| 5225 NEW UTRECHT AVE | BROOKLYN | NY | 11219 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 |
| FLAVOR ON BOARD | |||||||
| 2 ROCKAWAY TURNPIKE | LAWRENCE | NY | 11559 | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,555 | |
| HEBREW ACADEMY OF LONG BEACH | |||||||
| 132 SPRUCE STREET | CEDARHURST | NY | 11516 | N/A | SCHOOL | ASSIST SCHOOL | $1,000 |
| FRIENDS OF CHABAD AT THE HAGUE INC | |||||||
| 323 WEST 96 STREET | NEW YORK | NY | 10025 | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,800 | |
| JERUSALEM CHESES CHASDI HENNY | |||||||
| 1051 E 28TH ST | BROOKLYN | NY | 11210 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 |
| FRIENDS OF FRENCH JEWRY | |||||||
| 383 KINGSTON AVE | BROOKLYN | NY | 11213 | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 | |
| HOLLYWOOD TORAH CENTER | |||||||
| 5860 SW 36TH TERRACE | FT LAUDERDALE | FL | 33312 | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | |
| IRVING PLACE MINYAN | |||||||
| 111 IRVING PLACE | WOODMERE | NY | 11598 | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | |
| JEWISH ORTHODOX WOMANS MEDICAL ASSOCIATION | |||||||
| 350 ROSELLE AVE | CEDARHURST | NY | 11516 | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $12,500 | |
| KOLLEL SHABBOS | |||||||
| 1351 EAST 10TH ST | BROOKLYN | NY | 11230 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $100,000 |
| KEREN ACHEINU BNEI YISROEL | |||||||
| 960A E 27 ST | BROOKLYN | NY | 11210 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 |
| LEV ARYEH | |||||||
| 3832 MENLO DRIVE | BALTIMORE | MD | 21215 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $20,000 |
| LUBAVITCH EDUCATION CENTER | |||||||
| 17330 NW 7 | MIAMI | FL | 33016 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 |
| MAGEN DAVID SYNAGOGUE | |||||||
| 2130 MCDONALD AVE | BROOKLYN | NY | 11223 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 |
| MIKVEH YISROEL | |||||||
| 6 BUSH LANE | NEW SQUARE | NY | 10977 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $500,000 |
| NEW HAVEN HEBREW DAY SCHOOL | |||||||
| 261 DERBY AVE | ORANGE | CT | 06477 | N/A | SCHOOL | ASSIST SCHOOL | $3,600 |
| NEW STAR | |||||||
| 5225 NEW UTRECHT AVE | BROOKLYN | NY | 11219 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 |
| NORMAN GOLDSTEIN | |||||||
| PO BOX 130 | LAWRENCE | NY | 11559 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $7,500 |
| CONG OHR PNEI YEHOSHUA | |||||||
| 287 HEWES ST | BROOKLYN | NY | 11211 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 |
| SHAARE ZEDEK MEDICAL CENTER | |||||||
| 55 W 39TH ST | NEW YORK | NY | 10018 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $18,000 |
| SEPHARDIC INITIATIVE FOR MENTAL HEALTH AWARENESS | |||||||
| 1019 AVENUE P SUITE 403 | BROOKLYN | NY | 11223 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,000 |
| SM DISTRIBUTION INC | |||||||
| 1000 TOWBIN AVE | LAKEWOOD | NJ | 08701 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $20,400 |
| SWARTHMORE CHABAD | |||||||
| 312 ELM AVE | SWARTHMORE | PA | 19081 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,600 |
| YAD LACHMU ANYA | |||||||
| 260 MARCY AVE | BROOKLYN | NY | 11230 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $38,000 |
| THE ALTENU | |||||||
| 24 WEST 57 STREET | NEW YORK | NY | 10019 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,600 |
| THE JEWISH MUSEUM | |||||||
| 1109 5TH AVE | NEW YORK | NY | 10128 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,000 |
| THE BAL HARBOUR SHUL | |||||||
| 9540 COLLINS AVE | SURFSIDE | FL | 33154 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $19,500 |
| YOUNG ISRAEL OF BAL HARBOUR | |||||||
| 9580 ABBOTT AVE | SURFSIDE | FL | 33154 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,850 |
| TORAH UMESORAH | |||||||
| 620 FOSTER AVE | BROOKLYN | NY | 11230 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 |
| UNITED HATZALAH | |||||||
| 442 5TH AVE | NEW YORK | NY | 10018 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 |
| YAD MOSHE | |||||||
| 1520 39TH ST | BROOKLYN | NY | 11218 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $10,000 |
| YESHIVA DARCHEI TORAH | |||||||
| 257 BEACH 17 STREET | FAR ROCKAWAY | NY | 11691 | N/A | SCHOOL | ASSIST SCHOOL | $650,000 |
| ALEPH INSTITUTE | |||||||
| 9540 COLLINS AVE | SURFSIDE | FL | 33154 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $18,000 |
| CONGREGATION BAIS AVRAHOM ZEV | |||||||
| 2 ROCKAWAY TURNPIKE | LAWRENCE | NY | 11559 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $60,000 |
| BIKUR CHOLIM OF MANHATTAN | |||||||
| 180 RIVERSIDE DR | NEW YORK | NY | 10024 | N/A | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,303,285 | 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 | $261,978 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $789,554 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$898,285 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $153,247 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $153,247 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $17,604 | Amt |
| Net Investment Income | $8,802 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,401 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990PF - LINES 16A AND 25 | FormAndLineReferenceDesc |
| Medium Explanation | RETURN IS AMENDED TO REFLECT LEGAL FEES PAID THAT WERE INCORRECTLYREPORTED AS CONTRIBUTIONS PAID ON THE RETURN AS ORIGINALLY FILED. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | TANAGER ENERGY | StockNm |
| EOY Book Value | $224,456 | EOYBookValueAmt |
| EOYFMV | $120 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT IN INSURANCE POLICIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $4,229,428 | BookValueAmt |
| EOYFMV | $4,229,428 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $198,600 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $1,107 | $0 | $0 |
| BOOKKEEPING | $20,000 | $10,000 | $10,000 |
| INSURANCE | $1,119 | $559 | $560 |
| ADVERTISING CHARITABLE STATUS | $170 | $0 | $0 |
| NYS FILING FEES | $775 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| SUSPENSE | $2,660 | $2,660 |
| PAYROLL TAXES PAYABLE | $3,997 | $4,332 |
| EXCISE TAX PAYABLE | $768 | $7,172 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (17 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 | $285,000 | 2010-07 | 2022-06 | VARIOUS | 12.000000000000 | REAL ESTATE MORTGAGE | INVESTMENT | REAL ESTATE MORTGAGES | $0 |
| FUCHS FAMILY FOUNDATION | ||||||||||
| NONE | $325,000 | $146,500 | 2016-04 | 2025-05 | $1500/MO | 0.000000000000 | PERSONAL GUARANTIES | LOAN TO A CHARITY | $0 | |
| HUTTON VENTURES | ||||||||||
| NONE | $1,000,000 | $1,000,000 | 2017-05 | 2022-05 | LUMP SUM | 5.000000000000 | GUARANTEED BY CORP | INVESTMENT | $0 | |
| CROWN ADULT CARE | ||||||||||
| NONE | $1,000,000 | $500,000 | 2017-07 | 2023-12 | $100,000 PAYMENTS | 12.000000000000 | INSURANCE POLCIES | $0 | ||
| EMPIRE CAPITAL | ||||||||||
| NONE | $2,500,000 | $1,900,000 | 2017-09 | 2024-12 | $700000/YR | 8.000000000000 | INSURANCE POLCIES | INVESTMENT | $0 | |
| WILLIAMSBURG HOTEL | ||||||||||
| NONE | $750,000 | $750,000 | 2017-12 | 2022-04 | LUMP SUM | 15.000000000000 | REAL ESTATE | INVESTMENT | $0 | |
| HUTTON VENTURES - MOSKOWITZ | ||||||||||
| NONE | $500,000 | $500,000 | 2018-12 | 2022-05 | LUMP SUM | 24.000000000000 | INVESTMENT | $0 | ||
| HUTTON VENTURES TOBY MOSKOWITZ | ||||||||||
| NONE | $1,000,000 | $1,000,000 | 2018-03 | 2022-05 | LUMP SUM | 24.000000000000 | REAL ESTATE AND PERSONAL GUARANTY | INVESTMENT | $0 | |
| HUTTON VENTURES | ||||||||||
| NONE | $985,688 | $800,000 | 2018-03 | 2022-12 | LUMP SUM | 14.000000000000 | REAL ESTATE -215 MOORE STREET | INVESTMENT | $0 | |
| STEVE MOUNTAIN | ||||||||||
| NONE | $50,000 | $12,500 | 2019-05 | 2020-05 | 12500/MO | 0.000000000000 | PERSONAL GUARANTIES | HELP NEEDY INDIVIDUAL | $0 | |
| CLASSON FUNDING LLC | ||||||||||
| NONE | $3,000,000 | $5,000,000 | 2019-06 | 2022-02 | LUMP SUM | 8.000000000000 | PERSONAL GUARANTIES | INVESTMENT | $0 | |
| CS LOAN SERIES III | ||||||||||
| NONE | $100,000 | $0 | 2019-10 | 2022-10 | SELF AMORTIZING | 12.000000000000 | AIRPLANES | INVESTMENT | $0 | |
| HUTTON VENTURES WOODHULL LARGO | ||||||||||
| NONE | $1,075,000 | $300,000 | 2020-02 | 2022-12 | LUMP SUM | 8.000000000000 | INVESTMENT | $0 | ||
| L & L INTERNATIONAL | ||||||||||
| NONE | $2,000,000 | $500,000 | 2020-12 | 2021-12 | PD $1,000,000 2/2/21 PAYING $250,000/QTR | 10.000000000000 | PERSONAL GUARANTIES AND REAL ESTATE | INVESTMENT | $0 | |
| MARX 2 | ||||||||||
| NONE | $1,500,000 | $1,500,000 | 2023-12 | 2024-02 | LUMP SUM | 12.000000000000 | INVESTMENT | PERSONAL GUARANTY | $0 | |
| STRATEGIC FUNDING | ||||||||||
| NONE | $525,000 | $525,000 | 2023-06 | 2024-02 | LUMP SUM | 24.000000000000 | INVESTMENT | REAL ESTATE | $0 | |
| CS LOAN SERIES III | ||||||||||
| NONE | $200,000 | $176,152 | 2023-07 | 2026-07 | SELF AMORTIZING | 14.000000000000 | AIRCRAFT | INVESTMENT | AIRCRAFT | $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 TAXES 990PF | $13,982 | $0 | $0 |
| PAYROLL | $4,582 | $2,291 | $2,291 |
Comments