HUBERFELD FAMILY FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HUBERFELD FAMILY FOUNDATION INC (EIN 13-4042543)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-07-16
- IRS object ID
- 201211999349100601
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- 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) |
|---|---|---|
| Timestamp | 2012-07-16T09:55:05-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113061778 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAGNER FERBER FINE & ACKERMAN PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134042543 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUBERFELD FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HUBE | NameControl |
| Phone | 2125710500 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MURRAY HUBERFELD | Name |
| Title | DIRECTOR | Title |
| Phone | 2125710500 | Phone |
| Date Signed | 2012-07-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SAMUEL B RICHMAN CPA | Name |
| PTIN | P00148477 | PTIN |
| Phone | 5163283800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 38717081 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1725000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 112620 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 112620 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 728936 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 728936 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 4477799 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 6828657 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 4477799 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 7044355 | TotalRevenueAndExpenses |
| Total Net Investment Income | 5319355 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 14801 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 106387 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 2391 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 123579 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 2750486 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 2744486 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 2874065 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 2744486 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 4170290 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 5319355 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 98 | CashBOY |
| Cash EOY | -3 | CashEOY |
| Cash EOYFMV | -3 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 11368827 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 19565456 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 19565456 | SavingsAndTempCashInvstEOYFMV |
| Other Notes And Loans Receivable | 5433598 | OtherNotesAndLoansReceivable |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Other Notes And Loans Rcvbl BOY | 9684941 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 5433598 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 5433598 | OtherNotesAndLoansRcvblEOYFMV |
| Prepaid Expenses BOY | 21736 | PrepaidExpensesBOY |
| Investments Corp Stock BOY | 4829335 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 4870143 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 12141024 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 1000000 | InvestmentsOtherBOY |
| Investments Other EOY | 1577006 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1577006 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 262322 | OtherAssetsBOY |
| Other Assets EOY | 0 | OtherAssetsEOY |
| Other Assets EOYFMV | 0 | OtherAssetsEOYFMV |
| Total Assets BOY | 27167259 | TotalAssetsBOY |
| Total Assets EOY | 31446200 | TotalAssetsEOY |
| Total Assets EOYFMV | 38717081 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 2660 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 111311 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 2660 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 111311 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 27164599 | RetainedEarningsBOY |
| Retained Earnings EOY | 31334889 | RetainedEarningsEOY |
| Total Net Assets BOY | 27164599 | TotalNetAssetsBOY |
| Total Net Assets EOY | 31334889 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 27167259 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 31446200 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 27164599 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 4170290 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 31334889 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 31334889 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| INSURANCE POLICIES | P | 2011-07-05 | 2011-09-26 | 1199000 | 1100000 | 99000 | 99000 |
| MENGOLD RESOURES INC 30000SH | P | 2011-11-21 | 3556 | 61509 | -57953 | -57953 | |
| MENGOLD RESOURES INC 10000SH | P | 2011-11-30 | 1101 | 20503 | -19402 | -19402 | |
| PLATINUM PARNTERS VALUE ARBITRAGE INTERNATIONAL LTD | P | 2011-07-06 | 5625000 | 1168846 | 4456154 | 4456154 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 4477799 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 2976902 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 34314771 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.086753 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 2860640 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 30054779 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.095181 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 3181569 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 26311856 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.120918 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1389816 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 22021176 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.063113 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1574641 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 18913754 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.083254 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.449219 | TotalDistributionRatio |
| Average Distribution Ratio | 0.089844 | AverageDistributionRatio |
| Net Noncharitable Assets | 34944597 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 3139562 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 53194 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 3192756 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 2744486 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 106387 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 106387 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 106387 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 21736 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 72915 | TaxPaidWithExtension |
| Total Credits And Payments | 94651 | TotalCreditsAndPayments |
| Tax Due | 11736 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | WAGNERFERBERFINE ACKERMAN PLLC | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5163283800 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| MURRAY HUBERFELD | ||||||||
| 15 MANOR LANE | LAWRENCE | NY | 11559 | PRESIDENT/DIRECTOR | 0.00 | 0 | 0 | 0 |
| SEYMOUR HUBERFELD | ||||||||
| 24 BRIARWOOD LANE | LAWRENCE | NY | 11559 | SECRTY/TREAS/DIRECTOR | 0.00 | 0 | 0 | 0 |
| RAE HUBERFELD | ||||||||
| 1409 EAST 24TH STREET | BROOKLYN | NY | 11210 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 12750971 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 14670010 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 8055767 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 35476748 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 35476748 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 532151 | CashDeemedCharitable |
| Net Noncharitable Assets | 34944597 | NetNoncharitableAssets |
| Minimum Investment Return | 1747230 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1747230 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 106387 | TaxBasedOnInvestmentIncome |
| Total Tax | 106387 | TotalTax |
| Distributable Amount Before Adj | 1640843 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 1640843 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 1640843 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 2744486 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 2744486 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 2744486 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1640843 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 575656 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 333355 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 1957966 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 1379655 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 1286611 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 5533243 | TotalExcessDistriCarryover |
| Qualifying Distributions | 2744486 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1640843 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 1103643 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 6636886 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 575656 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 6061230 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 333355 | ExcessFromYear4 |
| Excess From Year3 | 1957966 | ExcessFromYear3 |
| Excess From Year2 | 1379655 | ExcessFromYear2 |
| Excess From Year1 | 1286611 | ExcessFromYear1 |
| Excess From Current Year | 1103643 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | MURRAY HUBERFELD | RecipientName |
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 Number | 2125810500 | RecipientPhoneNumber |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (70 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| YESHIVA OF FAR ROCKAWAY | ||||||||||||
| 802 HICKSVILLE ROAD | FAR ROCKAWAY | NY | 11691 | NONE | SCHOOL | ASSIST SCHOOL | $5,000 | |||||
| YESHIVA MIRRER YERUSHALAYIM | ||||||||||||
| 5227 NEW UTRECHT AVENUE | BROOKLYN | NY | 11219 | NONE | SCHOOL | ASSIST SCHOOL | $5,000 | |||||
| AMERICAN FRIENDS OF OHR CHODOSH | ||||||||||||
| 1431 CONEY ISLAND AVENUE | BROOKLYN | NY | 11230 | NONE | ORPHANAGE | ASSIST ORPHANAGE | $57,000 | |||||
| YESHIVA NEFESH HACHAIM | ||||||||||||
| 10 MEADOW LANE | MONSEY | NY | 10952 | NONE | SCHOOL | ASIST SCHOOL | $360 | |||||
| UNITED JEWISH ORGANIZATION OF WILLIAMSBURGH | ||||||||||||
| 32 PENN STREET | WILLIAMSBURGH | NY | 11211 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $25,000 | |||||
| MOSDOS OHR SHMUEL | ||||||||||||
| 4319 TENTH AVENUE | BROOKLYN | NY | 11219 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $360 | |||||
| CONGREGATION NEW SQUARE | ||||||||||||
| 10 JEFFERSON AVENUE | SPRING VALLEY | NY | 10977 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $25,000 | |||||
| KEREN ESTHER | ||||||||||||
| 5 CARLTON LANE | MONSEY | NY | 10952 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $500 | |||||
| JOSEPH WILLIG | ||||||||||||
| 562 BARNARD AVENUE | WOODMERE | NY | 11598 | NONE | NONE | NEEDY INDIVIDUALS | $1,000 | |||||
| RABBI MITTELDORF | ||||||||||||
| 3206 AVENUE M | BROOKLYN | NY | 11210 | NONE | NONE | NEEDY INDIVIDUALS | $500 | |||||
| UTA OF BAYSWATER | ||||||||||||
| 2900 HEALY AVENUE | FAR ROCKAWAY | NY | 11691 | NONE | SCHOOL | ASSIST SCHOOL | $5,000 | |||||
| ZICHRON KELEM | ||||||||||||
| 1876 49TH STREET | BROOKLYN | NY | 11204 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,000 | |||||
| CHANA CHARITABLE TRUST | ||||||||||||
| NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $2,500 | 19 HIGHFIELD ROAD | LONDON | ENGLAND | UK | |||||
| TORAH ORE | ||||||||||||
| 1362 EAST 21ST STREET | BROOKLYN | NY | 11210 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $360 | |||||
| AMERICAN FRIENDS OF DARCHEI BINAH | ||||||||||||
| 77-37 167TH STREET | FLUSHING | NY | 11366 | NONE | SCHOOL | ASSIST SCHOOL | $500 | |||||
| JEP LONG ISLAND | ||||||||||||
| 110 ROCKAWAY TURNPIKE | LAWRENCE | NY | 11559 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $3,600 | |||||
| AMERICAN FRIENDS OF LEKET ISRAEL | ||||||||||||
| 384 WARWICK AVENUE | TEANECK | NJ | 07666 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,800 | |||||
| AMERICAN FRIENDS OF GIRLSTOWN OHR CHODOSH | ||||||||||||
| 1431 CONEY ISLAND AVENUE | BROOKLYN | NY | 11230 | NONE | SCHOOL | ASSIST SCHOOL | $36,000 | |||||
| NEFESH YEHUDI | ||||||||||||
| 1274 49TH STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $1,000 | |||||
| YOUNG ISRAEL OF CENTURY CITY | ||||||||||||
| 9317 WEST PICO BLVD | LOS ANGELES | CA | 90035 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $750 | |||||
| CHABAD LUBAVITCH OF SASKATOON | ||||||||||||
| NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | 105-906 E DUTSCHESS ST | SASKATOON | SASKATCHEWAN | CA | |||||
| MESIVTA ATERES YAAKOV OF GREATER LI | ||||||||||||
| 131 WASHINGTON AVENUE | LAWRENCE | NY | 11559 | NONE | SCHOOL | ASSIST SCHOOL | $500 | |||||
| BAIS TEFILAH EMERGENCY FUND | ||||||||||||
| 409 EDWARD AVENUE | WOODMERE | NY | 11598 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $360 | |||||
| MACHANE YISROEL FOUNDATION | ||||||||||||
| 4901 18TH AVENUE | BROOKLYN | NY | 11204 | NONE | PRIVATE FOUNDATION | RELIGIOUS ORGANIZATION | $1,000 | |||||
| MITZVAH TANK | ||||||||||||
| 325 KINGSTON AVENUE | BROOKLYN | NY | 11213 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $12,000 | |||||
| AISH HATORAH | ||||||||||||
| 408 SOUTH LAKE DRIVE | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | |||||
| AMERICAN FRIENDS OF YAD ELIEZER | ||||||||||||
| 1102 EAST 26TH STREET | BROOKLYN | NY | 11210 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $12,000 | |||||
| MESIVTA BAIS DAVID OF CHERRY HILL | ||||||||||||
| 31 MAPLE AVENUE | CHERRY HILL | NJ | 08002 | NONE | PUBLIC CHARITY | ASSIST SCHOOL | $1,000 | |||||
| UNION OF ORTHODOX CONGREGATIONS OF AMERICA | ||||||||||||
| 11 BROADWAY | NEW YORK | NY | 10004 | NONE | PRIVATE FOUNDATION | RELIGIOUS ORGANIZATION | $25,000 | |||||
| FRIENDS OF BAIS YISROEL | ||||||||||||
| 4802 19TH AVENUE | BROOKLYN | NY | 11204 | NONE | SCHOOL | ASSIST SCHOOL | $10,000 | |||||
| CENTRAL FUND OF ISRAEL | ||||||||||||
| 980 6TH AVENUE | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $25,000 | |||||
| HUBERFELD BODNER FAMILY FOUNDATION | ||||||||||||
| 152 WEST 57TH ST | NEW YORK | NY | 10019 | SISTER FOUNDATION | PRIVATE FOUNDATION | ASSIST CHARITY | $6,000 | |||||
| KOLLEL BIRCHAS SHLOMO | ||||||||||||
| 4904 INDEPENDENCE AVENUE | BRONX | NY | 10471 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $25,000 | |||||
| AMERICAN FRIENDS OF AISH HATORAH | ||||||||||||
| 520 EIGHTH AVENUE | NEW YORK | NY | 10020 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $10,000 | |||||
| CONGRAGATION SHARRAI ZION | ||||||||||||
| 1550 50TH STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $5,000 | |||||
| MANHATTAN HIGH SCHOOL | ||||||||||||
| 499 PARK AVENUE | NEW YORK | NY | 10022 | NONE | SCHOOL | ASSIST SCHOOL | $50,000 | |||||
| GATEWAY ORGANIZATION | ||||||||||||
| 11 WALLESBERG CIRCLE | MONSEY | NY | 10952 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $10,000 | |||||
| ATERES ESTHER | ||||||||||||
| 16 GROSSER LANE | MONSEY | NY | 10952 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $18,000 | |||||
| MIKVAH OF LAWRENCE & CEDARHURST INC | ||||||||||||
| 81 WASHINGTON AVENUE | LAWRENCE | NY | 11559 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $166,667 | |||||
| CHINA VCHISDA | ||||||||||||
| 5601 14TH AVE | BROOKLYN | NY | 11219 | NONE | PUBLIC CHARITY | ASSIST CHARITY | $105,000 | |||||
| ARTSCROLL PUBLICATIONS | ||||||||||||
| C/O MESORAH PUBLICATIONS 4401 | BROOKLYN | NY | 11232 | NONE | NONE | SPONSOR OF BOOKS | $2,335 | SECOND AVE | ||||
| AMERICAN COMMITTEE FOR SHAARE ZEDEK MEDICAL CENTER | ||||||||||||
| 49 WEST 45TH ST | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | ASSIST CHARITY | $5,000 | |||||
| ATERES PUBLISHING | ||||||||||||
| 845 BEDFORD AVENUE | BROOKLYN | NY | 11205 | NONE | NONE | SPONSOR OF BOOKS | $325 | |||||
| THE PARTY SOURCE | ||||||||||||
| 8 HOOVER STREET | INWOOD | NY | 11096 | NONE | NONE | TABLE & CHAIR RENTAL FOR A CHARITABLE MEAL | $502 | |||||
| BARNARD COLLEGE | ||||||||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | NONE | UNIVERSITY | ASSIST UNIVERSITY | $10,000 | |||||
| CHABAD LUBAVITCH MITZVAH TANK | ||||||||||||
| 777 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $3,600 | |||||
| CHAI LIFELINE | ||||||||||||
| 151 WEST 30TH STREET | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $18,000 | |||||
| CONG BAIS USHER | ||||||||||||
| 1231 45TH STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $300 | |||||
| CONG BNEI AHARON | ||||||||||||
| 1455 EAST 18TH STREET | BROOKLYN | NY | 11230 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $250 | |||||
| CONGREGATION AHAVAS TZDOKAH V'CHESED | ||||||||||||
| 1347 42ND STREET | BROOKLYN | NY | 11218 | NONE | PUBLIC CHARITY | HELP NEEDY INDIVIDUALS | $450,000 | |||||
| CONGREGATION BAIS AARON VYISROEL | ||||||||||||
| 1693 52ND STREET | BROOKLYN | NY | 11204 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $360 | |||||
| CONGREGATION BAIS AVRAHOM ZEV | ||||||||||||
| 2 ROCKAWAY TURNPIKE | LAWRENCE | NY | 11559 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZATION | $250,000 | |||||
| DAVIS MEMORIAL FUND | ||||||||||||
| 25 LAWRENCE AVENUE | LAWRENCE | NY | 11559 | NONE | PRIVATE FOUNDATION | HELP NEEDY INDIVIDUALS | $3,500 | |||||
| FRIENDS OF MICHLALAH | ||||||||||||
| 9 SUTTON ROAD | MONSEY | NY | 10952 | NONE | SCHOOL | ASSIST SCHOOL | $18,000 | |||||
| INTERNATIONAL CENTER OF PHOTOGRAPHY | ||||||||||||
| 1133 AVENUE OF THE AMERICAS | NEW YORK | NY | 10036 | NONE | PRIVATE FOUNDATION | MUSEUM | $2,000 | |||||
| JEWISH EXPERIENCE U W MADISON | ||||||||||||
| 3452 NORTH 54TH STREET | MILWAUKEE | WI | 53216 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $500 | |||||
| KARNOH SHEL TORAH | ||||||||||||
| 1351 E 10TH ST | BROOKLYN | NY | 11230 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $999,997 | |||||
| KHAL ZICHRON ARYEH LEIB | ||||||||||||
| 1160 EAST 28TH ST | BROOKLYN | NY | 11210 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $1,800 | |||||
| KIDS OF COURAGE | ||||||||||||
| 1220 E 7TH STREET | BROOKLYN | NY | 11230 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $25,000 | |||||
| KOLLEL TORAS CHAIM | ||||||||||||
| 67-66 108TH STREET | FOREST HILLS | NY | 11375 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $360 | |||||
| MADRAIGOS | ||||||||||||
| 395 PEARSALL AVENUE | CEDARHURST | NY | 11516 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $5,000 | |||||
| NER ISRAEL RABBINICAL COLLEGE | ||||||||||||
| 400 MT WILSON LANE | BALTIMORE | MD | 21208 | NONE | SCHOOL | ASSIST SCHOOL | $10,000 | |||||
| PESACH TIKVAH DOOR OF HOPE | ||||||||||||
| 18 MIDDLETON STREET | BROOKLYN | NY | 11206 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $1,800 | |||||
| THE AIRMONT SHUL | ||||||||||||
| 16 MURRAY DRIVE | AIRMONT | NY | 10952 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $67,500 | |||||
| THE BEIS | ||||||||||||
| 451 WEST END AVENUE | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $50,000 | |||||
| TORAH ACADEMY FOR GIRLS | ||||||||||||
| 444 BEACH 6TH STREET | FAR ROCKWAY | NY | 11691 | NONE | SCHOOL | ASSIST SCHOOL | $20,000 | |||||
| YESHIVA DARCHEI TORAH | ||||||||||||
| 257 BEACH 17TH STREET | FAR ROCKAWAY | NY | 11619 | NONE | PUBLIC CHARITY | ASSIST SCHOOL | $36,000 | |||||
| YESHIVA KETANA OF LONG ISLAND | ||||||||||||
| 321 DOUGHTY BOULEVARD | INWOOD | NY | 11096 | NONE | PUBLIC CHARITY | ASSIST SCHOOL | $28,000 | |||||
| YESHIVA OHR YISROEL | ||||||||||||
| 2899 NOSTRAND AVENUE | BROOKLYN | NY | 11229 | NONE | SCHOOL | ASSIST SCHOOL | $3,600 | |||||
| YESHIVA S'HOR YOSHUV | ||||||||||||
| 1 CEDARLAWN AVENUE | LAWRENCE | NY | 11559 | NONE | SCHOOL | ASSIST SCHOOL | $72,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 2750486 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $112,620 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $728,936 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $4,477,799 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $5,319,355 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 5319355 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | MURRAY HUBERFELD | 15 MANOR LANE | LAWRENCE | NY | 11559 | 1675000 | X |
| 2 | HUBERFELD BODNER FAMILY FOUNDATION | 152 WEST 57TH ST | NEW YORK | NY | 10019 | 50000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $14,801 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (5 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| PLATINUM PARTNERS VALUE ARBITRAGE (INTERNATIONAL) LTD | 2595299 | 9859294 |
| MENGOLD RESOURCES INC | 224456 | 8867 |
| TINTIC GOLD MINES | 58000 | 4350 |
| PLATINUM LIQUID OPPORTUNITY FUND LTD | 1825722 | 2101847 |
| 17 GROUP INC | 166666 | 166666 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| BAYBERRY FUND LLC | AT COST | 1021306 | 1021306 |
| PROGRESSIVE CAPITAL SOLUTIONS | AT COST | 455700 | 455700 |
| PEARLSTEIN INSURANCE LOAN | AT COST | 100000 | 100000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue |
|---|---|
| ATTORNEY'S ESCROW ACCOUNT | 22700 |
| DUE FROM PLATINUM LIQUID OPPORTUNITY FUND | 239622 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEE TO NYS ATTORNEY GENERAL | 750 | 0 | 0 |
| SUNDRY | 489 | 0 | 0 |
| BAD DEBT | 1152 | 0 | 0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue |
|---|---|---|
| SUSPENSE | 2660 | 2660 |
| EXCISE TAX PAYABLE | 0 | 84651 |
| DUE BODNER FAMILY FOUNDATION INC | 0 | 24000 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLong (20 entries)
| Relationship To InsiderRelationshipToInsider | Original Amount Of LoanOriginalAmountOfLoan | Balance DueBalanceDue | Date Of NoteDateOfNote | Maturity DateMaturityDate | Repayment TermsRepaymentTerms | Interest RateInterestRate | Security Provided By BorrowerSecurityProvidedByBorrower | Purpose Of LoanPurposeOfLoan | Desc Of Lender ConsiderationDescOfLenderConsideration | Consideration FmvConsiderationFmv |
|---|---|---|---|---|---|---|---|---|---|---|
| MORTGAGES RECEIVABLE | ||||||||||
| NONE | 6210000 | 3332367 | 2010-07 | 2010-07 | VARIOUS | 12.000000000000 | REAL ESTATE MORTGAGE | INVESTMENT | REAL ESTATE MORTGAGES | 3332367 |
| AMERICAN FRIENDS OF CHESED L'ORCHIM | ||||||||||
| NONE | 160000 | 80400 | 2005-12 | 2010-12 | 4000/MO | 0.000000000000 | PERSONAL GUARANTIES | ASSIST RELIGIOUS ORGANIZATION | 0 | |
| SAMUEL REICH | ||||||||||
| NONE | 4998 | 4998 | 2011-06 | 2011-12 | 0.000000000000 | PERSONAL GUARANTY | 0 | |||
| IRWIN GOLDSTEIN | ||||||||||
| NONE | 18500 | 0 | 2007-05 | 700/MO | 0.000000000000 | PERSONAL GUARANTY | HELP NEEDY INDIVIDUAL | 0 | ||
| WILLIAM LIPMAN | ||||||||||
| NONE | 12000 | 4500 | 2007-12 | 2010-02 | 500/M0 | 0.000000000000 | PERSONAL GUARANTY | HELP NEEDY INDIVIDUAL | 0 | |
| NAFTALI FEIGENBAUM | ||||||||||
| NONE | 5000 | 0 | 2008-11 | 2009-09 | 150/M0 | 0.000000000000 | NONE | HELP NEEDY INDIVIDUAL | 0 | |
| TRISTATE PODIATRY PC | ||||||||||
| NONE | 20000 | 13333 | 2008-01 | 2008-12 | 2222/MO | 0.000000000000 | PERSONAL GUARANTY | HELP NEEDY INDIVIDUAL | 0 | |
| D REIS | ||||||||||
| NONE | 25000 | 25000 | 2008-12 | 2009-12 | LUMP SUM | 0.000000000000 | PERSONAL GUARANTY | ASSIST INDIVIDUAL IN NEED | 0 | |
| TIFERET MORDECHAI | ||||||||||
| NONE | 100000 | 0 | 2009-03 | 2011-03 | 4167/MO | 0.000000000000 | NONE | ASSIST EDUCATIONAL INSTITUTION | 0 | |
| AARON ELBOGEN IRREVOCABLE TRUST | ||||||||||
| NONE | 2500000 | 1500000 | 2009-09 | 2013-03 | $2500000 09/11 & 1500000 03/13 | 7.000000000000 | INVESTMENTS IN TWO PARTNERSHIPS | INVESTMENT | 0 | |
| SABSY YOSELOVSKY | ||||||||||
| NONE | 20000 | 10500 | 2009-08 | 2012-12 | 500/M0 | 0.000000000000 | PERSONAL GUARANTY | HELP NEEDY INDIVIDUAL | 0 | |
| YESHIVA KETANA OF LONG ISLAND | ||||||||||
| NONE | 690000 | 100000 | 2009-06 | 2010-06 | 15000/MO | 0.000000000000 | NONE | ASSIST EDUCATIONAL INSTITUTION | 0 | |
| YESHIVA KETANA OF LONG ISLAND | ||||||||||
| NONE | 50000 | 0 | 2010-11 | 2010-12 | 5000/MO | 0.000000000000 | NONE | ASSIST EDUCATIONAL INSTITUTION | 0 | |
| RETURN SHUVU | ||||||||||
| NONE | 150000 | 0 | 2010-11 | 2011-03 | LUMP SUM | 0.000000000000 | NONE | ASSIST RELIGIOUS ORGANIZATION | 0 | |
| E&M LANGER | ||||||||||
| NONE | 1500000 | 0 | 2010-04 | 2011-12 | 12.000000000000 | PERSONAL GUARANTY | INVESTMENT | 0 | ||
| MONTAGE HOLDINGS LLC | ||||||||||
| NONE | 100000 | 100000 | 2010-12 | VARIOUS | 12.000000000000 | RECEIVABLES | INVESTMENT | 0 | ||
| FRANK BERKOWITZ | ||||||||||
| NONE | 100000 | 0 | 2010-10 | 2011-03 | $25M 1/18 AND 25M 3/18/11 | 0.000000000000 | NONE | ASSIST INDIVIDUAL IN NEED | 0 | |
| JOSEPH SCHUPACK | ||||||||||
| NONE | 60000 | 0 | 2010-05 | 2011-05 | 5000/MO | 50.000000000000 | NONE | ASSIST INDIVIDUAL IN NEED | 0 | |
| MARBRIDGE ENERGY FINANCE | ||||||||||
| NONE | 1013689 | 0 | 2010-07 | 2010-07 | VARIOUS | 12.000000000000 | GUARANTEES | INVESTMENT | 0 | |
| BATES LOAN | ||||||||||
| 262500 | 262500 | 2011-05 | 2011-12 | 12.000000000000 | GUARANTEES AND MORTGAGES | INVESTMENT | 0 | |||
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | MURRAY HUBERFELD | PersonName |
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 Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | Category |
| Amount | $106,387 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments