HUBERFELD FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HUBERFELD FAMILY FOUNDATION INC (EIN 13-4042543)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-31
- IRS object ID
- 201422129349100602
- Schema version
- 2013v3.0
- 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
- 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 | 2014-07-31T10:30:33-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 SOUTH TYSON AVENUE | AddressLine1 |
| City | FLORAL PARK | City |
| State | NY | State |
| ZIP Code | 11001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | 152 WEST 57TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10019 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MURRAY HUBERFELD | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2125710500 | PhoneNum |
| Signature | 2014-07-14 | 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 | 2014-07-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $43,288,785 | 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 | $2,400,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $56,643 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $56,643 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,249,885 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,249,885 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $339,785 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,000,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $339,785 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,046,313 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,646,313 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $33,579 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $32,939 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,648 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $68,166 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,109,731 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,109,731 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,177,897 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,109,731 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $868,416 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,646,313 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $18,006,069 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,269,173 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,269,173 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $6,785,491 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $4,114,968 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $6,785,491 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $6,785,491 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $4,671,428 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,711,213 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,769,560 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,462,697 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,390,641 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,464,561 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $32,262 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $32,287,425 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,156,518 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $43,288,785 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,660 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,337 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,660 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,337 | 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 | $32,284,765 | RetainedEarningBOYAmt |
| Retained Earning EOY | $33,153,181 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $32,284,765 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,153,181 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $32,287,425 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,156,518 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $32,284,765 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $868,416 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $33,153,181 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,153,181 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 541SH PLATINUM PARTNERS LIQUID OPPORTUNITY FUND | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Sold | 2013-12-31 | SoldDt |
| Gross Sales Price | $1,000,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $660,215 | CostOrOtherBasisAmt |
| Gain Or Loss | $339,785 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $339,785 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $339,785 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,559,267 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $34,276,961 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.074664 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,744,486 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $34,944,597 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.078538 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,976,902 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $34,314,771 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.086753 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,860,640 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $30,054,779 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.095181 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,181,569 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $26,311,856 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.120918 | DistributionYr5Rt |
| Total Distribution | 0.456054 | TotalDistributionRt |
| Average Distribution | 0.091211 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $38,926,899 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,550,561 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $16,463 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,567,024 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,109,731 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $32,926 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $32,926 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $32,926 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,249 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $8,100 | AppliedToEsTaxAmt |
| Total Payments And Credits | $40,349 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,423 | OverpaymentAmt |
| Applied To ES Tax | $7,423 | 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 | AddressLine1 |
| City | FLORAL PARK | City |
| State | NY | State |
| ZIP Code | 11001 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 HUBERFELD | ||||||||
| 15 MANOR LANE | LAWRENCE | NY | 11559 | SECRETARY/TREAS/DIRECTOR | 0.00 | $0 | $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 | $19,854,450 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,774,859 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,890,385 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $39,519,694 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $39,519,694 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $592,795 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $38,926,899 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,946,345 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,946,345 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $32,926 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $32,926 | TotalTaxAmt |
| Distributable Before Adj | $1,913,419 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,913,419 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,913,419 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,109,731 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,109,731 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,109,731 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,913,419 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,957,966 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,379,655 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,286,611 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,103,643 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $873,158 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,601,033 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,109,731 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,913,419 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,196,312 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,797,345 | 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 | $1,957,966 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,839,379 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,379,655 | ExcessFromYear4Amt |
| Excess From Year3 | $1,286,611 | ExcessFromYear3Amt |
| Excess From Year2 | $1,103,643 | ExcessFromYear2Amt |
| Excess From Year1 | $873,158 | ExcessFromYear1Amt |
| Excess From Current Year | $1,196,312 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
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 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10019 | ZIPCode |
| 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 (88 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 4747 CHARITY CORPORATION | |||||||||||
| 4747 COLLINS AVE | MIAMI BEACH | FL | 33140 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATIONRELIGIOUS ORGANIZATION | $500 | ||||
| AMERICAN FRIENDS OF DARCHEI AVOT | |||||||||||
| 831 NORWOOD AVE | LONG BRANCH | NJ | 07740 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | ||||
| AMERICAN FRIENDS OF BET EL YESHIVA | |||||||||||
| 2910 THOMSON AVE | LONG ISLAND CITY | NY | 11101 | NONE | SCHOOL | ASSIST SCHOOL | $10,000 | ||||
| AISH HATORAH | |||||||||||
| 408 SOUTH LAKE DRIVE | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $11,700 | ||||
| BEIT CHABAD PALERMO SOHO YOUTH | |||||||||||
| 649 EMPIRE BLVD 26 | BROOKLYN | NY | 11213 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,000 | ||||
| BIKUR CHOLIM OF NYU | |||||||||||
| 219 HEWES STREET | BROOKLYN | NY | 11211 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $10,000 | ||||
| BRONX JEWISH CENTER | |||||||||||
| 412 STERLING STREET | BROOKLYN | NY | 11225 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 | ||||
| BILEV ECHOD | |||||||||||
| 1448 56TH STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC CHARITY | ASSIST CHARITY | $28,000 | ||||
| CHABAD CHAI CENTER | |||||||||||
| 675 EMPIRE BLVD | BROOKLYN | NY | 11213 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | ||||
| CHABAD EASTSIDE LAS VEGAS | |||||||||||
| 2991 EMERSON AVENUE | LAS VEGAS | NV | 89121 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | ||||
| CHABAD JEWISH CENTER OF NORTH DAKOTA | |||||||||||
| 3310 16TH AVE | FARGO | ND | 58103 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 | ||||
| CHABAD LASALLE MACHNE ISRAEL | |||||||||||
| NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | 4841 KENT AVENUE | MONTREAL | CANADA | CA | ||||
| CHABAD JEWISH LEARNING CENTER | |||||||||||
| 3315 GREEN STREET | HARRISBURG | PA | 17110 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | ||||
| CHABAD MIAMI UNIVERSITY | |||||||||||
| 486 CROWN STREET | BROOKLYN | NY | 11225 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 | ||||
| CHABAD MILE END | |||||||||||
| NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 | 5704 RUE WAVERLY | MONTREAL | CANADA | CA | ||||
| CHABAD AT ASU | |||||||||||
| 971 S ASH AVE | TEMPE | AZ | 85281 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATIONRELIGIOUS ORGANIZATION | $5,000 | ||||
| CHABAD OF ARLINGTON BELMONT | |||||||||||
| 19 NEWTON ROAD | ARLINGTON | MA | 02474 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $2,000 | ||||
| CHABAD OF AUSTIN | |||||||||||
| 4411 SPICEWOOD SPRINGS ROAD | AUSTIN | TX | 78759 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 | ||||
| CHABAD OF CARROLL COUNTY MD | |||||||||||
| 1311 CABELLO COURT | SYKESVILLE | MD | 21784 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATIONRELIGIOUS ORGANIZATION | $3,600 | ||||
| CHABAD OF CASTRO VALLEY | |||||||||||
| 1324 CARROLL STREET | BROOKLYN | NY | 11213 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | ||||
| CHABAD OF COLE VALLEY | |||||||||||
| 423 TENTH AVE | SAN FRANCISCO | CA | 94118 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 | ||||
| CHABAD OF CORAL GABLES | |||||||||||
| 2030 S DOUGLAS ROAD | CORAL GABLES | FL | 33134 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 | ||||
| CHABAD OF DEERFIELD | |||||||||||
| 2934 W GREENLEAF AVE | CHICAGO | IL | 60645 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | ||||
| CHABAD OF DUTCHESS COUNTY | |||||||||||
| 110 S GRAND AVE | POUGHKEEPSIE | NY | 12603 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | ||||
| CHABAD OF EAST ROGERS PARK | |||||||||||
| 6521 N MOZART STREET | CHICAGO | IL | 60645 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 | ||||
| CHABAD OF GREATER SPAUL | |||||||||||
| 1716 ROME AVE | SPAUL | MN | 55116 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 | ||||
| CHABAD OF INLAND EMPIRE | |||||||||||
| 8710 BAKER AVE | RANCHO CUCAMONGA | CA | 91730 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 | ||||
| CHABAD OF ISLIP | |||||||||||
| 725 MONTGOMERY STREET | BROOKLYN | NY | 11213 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | ||||
| CHABAD OF KAUAI | |||||||||||
| PO BOX 223374 | PRINCEVILLE | HI | 96722 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | ||||
| CHABAD OF LAKE TAHOE | |||||||||||
| 534 HAUSER BLVD | LOS ANGELES | CA | 90036 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | ||||
| CHABAD OF MONTCLAIR | |||||||||||
| 66 NICHOLAS AVE | WEST ORANGE | NJ | 07052 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | ||||
| CHABAD OF NEWTON | |||||||||||
| 349 DEDHAM STREET | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 | ||||
| CHABAD OF PARADISE VALLEY | |||||||||||
| 2110 E LINCOLN DRIVE | PHOENIX | AZ | 85016 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,500 | ||||
| CHABAD OF PLATTSBURGH | |||||||||||
| 16 PHILLIPS HILL ROAD | NEW CITY | NY | 10956 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 | ||||
| CHABAD OF ROWAN | |||||||||||
| 7 BALFOUR PLACE | BROOKLYN | NY | 11225 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | ||||
| CHABAD OF ST JOHNS FLORIDA | |||||||||||
| 935 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | ||||
| CHABAD OF STAPLETON | |||||||||||
| 1265 CARROLL ST | BROOKLYN | NY | 11213 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | ||||
| CHABAD OF TEMECULA | |||||||||||
| 41869 ST THOMAS COURT | TEMECULA | CA | 92591 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,000 | ||||
| CHABAD OF VASSAR | |||||||||||
| 94 FULTON AVE | POUGHKEEPSIE | NY | 12603 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | ||||
| CHABAD OF WILMETTE | |||||||||||
| 2904 OLD GLENVIEW ROAD | WILMETTE | IL | 60091 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,000 | ||||
| CHABAD ON CAMPUS | |||||||||||
| 1465 PRESIDENT STREET | BROOKLYN | NY | 11213 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | ||||
| CHABAD YOUTH CENTER | |||||||||||
| 770 EMPIRE BLVD | BROOKLYN | NY | 11213 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,000 | ||||
| CONG KEHAL CHSASSEDEI TCHERNOBIL | |||||||||||
| 126 RICHMOND PLACE | LAWRENCE | NY | 11559 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $10,000 | ||||
| CONG KOL M'VASER | |||||||||||
| 5 EDWIN LANE | MONSEY | NY | 10952 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,000 | ||||
| HOSPITAL FOR SPECIAL SURGERY | |||||||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | HEALTHCARE | $5,000 | ||||
| JCC OF GREATER FIVE TOWNS | |||||||||||
| 207 GROVE AVE | CEDARHURST | NY | 11516 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,800 | ||||
| JEWISH VALUES NETWORK | |||||||||||
| 394 E PALISADE AVE UNIT 1 | ENGLEWOOD | NJ | 07631 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | ||||
| MACHON BASYA ROCHEL | |||||||||||
| 137 LAWRENCE AVE | LAWRENCE | NY | 11559 | NONE | SCHOOL | ASSIST SCHOOL | $2,500 | ||||
| MACHZIKEI TORAH | |||||||||||
| 48 ROSA HILL | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,000 | ||||
| MESIVTA TIFERES JERUSALEM OF RIZHIN | |||||||||||
| 276 RIVERSIDE DRIVE | NEW YORK | NY | 10025 | NONE | SCHOOL | ASSIST SCHOOL | $10,000 | ||||
| MOSDOS ZICHRON EREZ | |||||||||||
| 10 GOLAR DRIVE | MONSEY | NY | 10952 | NONE | SCHOOL | ASSIST SCHOOL | $2,500 | ||||
| CONG BAIS USHER | |||||||||||
| 1231 45TH STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $720 | ||||
| CONGREGATION AHAVAS TZDOKAH V'CHESED | |||||||||||
| 1347 42ND STREET | BROOKLYN | NY | 11218 | NONE | PUBLIC CHARITY | HELP NEEDY INDIVIDUALS | $850,000 | ||||
| CHABAD LUBAVITCH MITZVAH TANK | |||||||||||
| 770 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $3,600 | ||||
| CONGREGATION BAIS AVRAHOM ZEV | |||||||||||
| 2 ROCKAWAY TURNPIKE | LAWRENCE | NY | 11559 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $55,000 | ||||
| CONGREGATION BNEI TORAH OF LAWRENCE | |||||||||||
| 41 MARTIN LANE | LAWRENCE | NY | 11559 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,000 | ||||
| KOLLEL SHABBOS | |||||||||||
| 1351 E 10TH ST | BROOKLYN | NY | 11230 | NONE | PUBLIC CHARITY | HELP NEEDY INDIVIDUALS | $13,000 | ||||
| DAVIS MEMORIAL FUND | |||||||||||
| 25 LAWRENCE AVENUE | LAWRENCE | NY | 11559 | NONE | PRIVATE FOUNDATION | HELP NEEDY INDIVIDUALS | $5,000 | ||||
| METROPOLITAN COUNCIL ON JEWISH POVERTY | |||||||||||
| 926 FIFTH AVE | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $50,000 | ||||
| KARNOH SHEL TORAH | |||||||||||
| 1351 E 10TH ST | BROOKLYN | NY | 11230 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $900,000 | ||||
| (no name) | |||||||||||
| RELIGIOUS ORGANIZTION | $0 | ||||||||||
| KIDS OF COURAGE | |||||||||||
| 1220 E 7TH STREET | BROOKLYN | NY | 11230 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $10,000 | ||||
| MANHATTAN HIGH SCHOOL | |||||||||||
| 499 PARK AVENUE | NEW YORK | NY | 10022 | NONE | SCHOOL | ASSIST SCHOOL | $36,000 | ||||
| MERKOS LINYONEI CHINUCH | |||||||||||
| 295 N MAIN STREET | WEST HARTFORD | CT | 06117 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,000 | ||||
| N'SHEI BAIS MEDRASH ATERES YISROEL | |||||||||||
| 827 CORNAGA VENUE | FAR ROCKAWAY | NY | 11691 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $250 | ||||
| NORTH ANDOVER CHABAD | |||||||||||
| 37 BALFOUR PLACE | BROOKLYN | NY | 11225 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | ||||
| NER ISRAEL RABBINICAL COLLEGE | |||||||||||
| 400 MT WILSON LANE | BALTIMORE | MD | 21208 | NONE | SCHOOL | ASSIST SCHOOL | $10,000 | ||||
| RABBIS WITHOUT WALLS | |||||||||||
| 7239 SAN SALVADOR DRIVE | BOCA RATON | FL | 33433 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,600 | ||||
| ROCKLAND INSTITUTE FOR SPECIAL EDUCATION | |||||||||||
| 972 CHESTNUT RIDGE | CHESTNUT RIDGE | NY | 10977 | NONE | SCHOOL | ASSIST SCHOOL | $500 | ||||
| SHLUCHIM FUND | |||||||||||
| 770 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | ||||
| THE AVNER INSTITUTE | |||||||||||
| 122 VANDERBILT AVE | BROOKLYN | NY | 11205 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | ||||
| THE AIRMONT SHUL | |||||||||||
| 16 MURRAY DRIVE | AIRMONT | NY | 10952 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $5,000 | ||||
| THE PRINCESS MARGARET CANCER FOUNDATION | |||||||||||
| NONE | PRIVATE FOUNDATION | RELIGIOUS ORGANIZATION | $5,000 | 610 UNIVERSITY AVE | TORONTO | CANADA | CA | ||||
| CONG YAD MOISHE | |||||||||||
| 1440 54TH ST | BROOKLYN | NY | 11219 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $10,000 | ||||
| TORAH LEARNING RESOURCES | |||||||||||
| PO BOX 230212 | BROOKLYN | NY | 11223 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,001 | ||||
| TORAH ORE | |||||||||||
| 1362 EAST 21ST STREET | BROOKLYN | NY | 11210 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $360 | ||||
| TOV VCHESED | |||||||||||
| PO BOX 855 | MONSEY | NY | 10952 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | ||||
| WEST SIDE KOLLEL | |||||||||||
| 646 WEST END AVE | NEW YORK | NY | 10025 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $15,000 | ||||
| BETH MEDRASH GAVOHA | |||||||||||
| 617 6TH STREET | LAKEWOOD | NJ | 08701 | NONE | SCHOOL | ASSIST SCHOOL | $150,000 | ||||
| YESHIVA DARCHEI TORAH | |||||||||||
| 257 BEACH 17TH STREET | FAR ROCKAWAY | NY | 11691 | NONE | SCHOOL | ASSIST SCHOOL | $43,000 | ||||
| YESHIVA KETANA OF LONG ISLAND | |||||||||||
| 321 DOUGHTY BOULEVARD | INWOOD | NY | 11096 | NONE | PUBLIC CHARITY | ASSIST SCHOOL | $10,000 | ||||
| YESHIVA OF FAR ROCKAWAY | |||||||||||
| 802 HICKSVILLE ROAD | FAR ROCKAWAY | NY | 11691 | NONE | SCHOOL | ASSIST SCHOOL | $6,800 | ||||
| YESHIVA S'HOR YOSHUV | |||||||||||
| 1 CEDARLAWN AVENUE | LAWRENCE | NY | 11559 | NONE | SCHOOL | ASSIST SCHOOL | $125,000 | ||||
| YESHIVA ADERET HATORAH | |||||||||||
| 1072 MADISON AVE | LAKEWOOD | NJ | 08701 | NONE | SCHOOL | ASSIST SCHOOL | $5,000 | ||||
| YESHIVA ZEEV HATORAH | |||||||||||
| PO BOX 352 | CEDARHURST | NY | 11516 | NONE | SCHOOL | ASSIST SCHOOL | $10,000 | ||||
| YDT SPECIAL KALLAH FUND | |||||||||||
| 35 SUTTON PLACE | LAWRENCE | NY | 11559 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,800 | ||||
| YESHIVA KETANA OF MANHATTAN | |||||||||||
| 346 W 89TH ST | NEW YORK | NY | 10024 | NONE | SCHOOL | ASSIST SCHOOL | $18,000 | ||||
| AMERICAN COMMITTEE FOR SHAARE ZEDEK | |||||||||||
| 55 WEST 39TH ST | NEW YORK | NY | 10018 | NONE | HOSPITAL | ASSIST HOSPITAL | $500,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,109,731 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56,643 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,249,885 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $339,785 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,646,313 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,646,313 | 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/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MURRAY HUBERFELD | ||||||
| 1 | 15 MANOR LANE | LAWRENCE | NY | 11559 | $1,500,000 | Yes (X) |
| JESSICA BEREN | ||||||
| 2 | 420 WEST END AVENUE | NEW YORK | NY | 10804 | $500,000 | Yes (X) |
| RACHEL HUBERFELD | ||||||
| 3 | 15 MANOR LANE | LAWRENCE | NY | 11559 | $100,000 | Yes (X) |
| ALEXANDER HUBERFELD | ||||||
| 4 | 15 MANOR LANE | LAWRENCE | NY | 11559 | $100,000 | Yes (X) |
| AREILA HUBERFELD | ||||||
| 5 | 15 MANOR LANE | LAWRENCE | NY | 11559 | $100,000 | Yes (X) |
| JACOB HUBERFELD | ||||||
| 6 | 15 MANOR LANE | LAWRENCE | NY | 11559 | $100,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND BOOKKEEPING | CategoryTxt |
| Amt | $33,579 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PLATINUM PARTNERS VALUE ARBITRAGE (INTERNATIONAL) LTD | $2,595,299 | $12,408,847 |
| TANAGER ENERGY | $224,456 | $7,214 |
| TINTIC GOLD MINES | $58,000 | $725 |
| PLATINUM LIQUID OPPORTUNITY FUND LTD | $1,666,792 | $2,186,108 |
| 17 GROUP INC | $166,666 | $166,666 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BAYBERRY FUND LLC | AT COST | $3,772,841 | $3,772,841 |
| LONGWOOD FINANCE FUND LLC | AT COST | $0 | $0 |
| KLEIN INSURANCE POLICY | AT COST | $617,800 | $617,800 |
| PLATINUM PARTNERS BLACK ELK | AT COST | $1,000,000 | $1,073,920 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID EXCISE TAX | Desc |
| BOY Book Value | $32,262 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEE TO NYS ATTORNEY GENERAL | $885 | $0 | $0 |
| BANK CHARGES | $763 | $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 | $0 | $677 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (16 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 | $1,684,867 | 2010-07 | 2014-12 | VARIOUS | 12.000000000000 | REAL ESTATE MORTGAGE | INVESTMENT | REAL ESTATE MORTGAGES | $0 |
| SAMUEL REICH | ||||||||||
| NONE | $4,998 | $4,998 | 2011-06 | 2011-12 | 0.000000000000 | PERSONAL GUARANTY | $0 | |||
| TRISTATE PODIATRY PC | ||||||||||
| NONE | $20,000 | $22,361 | 2008-01 | 2014-12 | 2222/MO | 0.000000000000 | PERSONAL GUARANTY | HELP NEEDY INDIVIDUAL | $0 | |
| D REIS | ||||||||||
| NONE | $25,000 | $25,000 | 2008-12 | 2009-12 | LUMP SUM | 0.000000000000 | PERSONAL GUARANTY | ASSIST INDIVIDUAL IN NEED | $0 | |
| AARON ELBOGEN IRREVOCABLE TRUST | ||||||||||
| NONE | $1,500,000 | $1,000,000 | 2009-09 | 2014-09 | $2500000 09/11 & 1500000 03/13 | 7.000000000000 | INVESTMENTS IN TWO PARTNERSHIPS | INVESTMENT | $0 | |
| BATES LOAN | ||||||||||
| $262,500 | $375,035 | 2011-05 | 2014-12 | LUMP SUM | 12.000000000000 | GUARANTEES AND MORTGAGES | INVESTMENT | $0 | ||
| GRID SOFTWARE | ||||||||||
| NONE | $100,000 | $0 | 2012-11 | 2013-05 | LUMP SUM | 0.000000000000 | PERSONAL GUARANTIES | HELP COMPANY | $0 | |
| MICHAEL SCHICK | ||||||||||
| NONE | $20,000 | $0 | 2012-01 | 2013-12 | LUMP SUM | 0.000000000000 | PERSONAL GUARANTIES | HELP NEEDY INDIVIDUAL | $0 | |
| AMERICAN FRIENDS OF YESHIVA MIR | ||||||||||
| NONE | $500,000 | $0 | 2012-12 | 2013-01 | LUMP SUM | 0.000000000000 | NONE | ASSIST EDUCATIONAL INSTITUTION | $0 | |
| H PEARLSTEIN | ||||||||||
| NONE | $135,000 | $75,000 | 2012-08 | 10000/MO | 0.000000000000 | INSURANCE POLICY | $0 | |||
| HUBERFELD-BODNER FAMILY FOUNDAION | ||||||||||
| RELATED FOUNDATION | $1,369,730 | $882,230 | 2013-06 | LUMP SUM | 0.000000000000 | ASSIST LOANS MADE BY RELATED FOUNDATION | $0 | |||
| MANHATTANVILLE LANGER | ||||||||||
| NONE | $1,000,000 | $1,000,000 | 2013-11 | 2014-12 | LUMP SUM | 12.000000000000 | INVESTMENT | $0 | ||
| FINSBURY TRUST | ||||||||||
| NONE | $50,000 | $50,000 | 2013-10 | 2014-10 | 0.000000000000 | PERSONAL GUARANTIES | LOAN TO NEEDY INDIVIDUAL | $0 | ||
| A ORATZ | ||||||||||
| NONE | $300,000 | $36,000 | 2013-05 | 2014-03 | 12000/MO | 0.000000000000 | PERSONAL GUARANTIES | LOAN TO NEEDY INDIVIDUAL | $0 | |
| AARON ELBOGEN IRREVOCABLE TRUST | ||||||||||
| NONE | $1,000,000 | $1,000,000 | 2013-11 | 2014-11 | LUMP SUM | 7.000000000000 | PERSONAL GUARANTIES | INVESTMENT | $0 | |
| JMT HOLDINGS LLC | ||||||||||
| NONE | $630,000 | $630,000 | 2013-08 | 2014-04 | LUMP SUM | 5.000000000000 | 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 | AddressLine1 |
| City | LAWRENCE | City |
| State | NY | State |
| ZIP Code | 11559 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $32,939 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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