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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-07-16T09:55:05-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN113061778EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1WAGNER FERBER FINE & ACKERMAN PLLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line166 SOUTH TYSON AVENUEAddressLine1
CityFLORAL PARKCity
StateNYState
ZIP Code11001ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN134042543EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1HUBERFELD FAMILY FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlHUBENameControl
Phone2125710500Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1152 WEST 57TH STREETAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10019ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMURRAY HUBERFELDName
TitleDIRECTORTitle
Phone2125710500Phone
Date Signed2012-07-09DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameSAMUEL B RICHMAN CPAName
PTINP00148477PTIN
Phone5163283800Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY38717081FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss1725000ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss112620InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm112620InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss728936DividendsRevAndExpnss
Dividends Net Invst Incm728936DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss4477799NetGainSaleAssetsRevAndExpnss
Gross Sales Price6828657GrossSalesPrice
Capital Gain Net Incm Net Invst Incm4477799CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses7044355TotalRevenueAndExpenses
Total Net Investment Income5319355TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss14801AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss106387TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss2391OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss123579TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss2750486ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps2744486ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss2874065TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps2744486TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses4170290ExcessOfRevenueOverExpenses
Net Investment Income5319355NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY98CashBOY
Cash EOY-3CashEOY
Cash EOYFMV-3CashEOYFMV
Savings And Temp Cash Invst BOY11368827SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY19565456SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV19565456SavingsAndTempCashInvstEOYFMV
Other Notes And Loans Receivable5433598OtherNotesAndLoansReceivable
Allwnc For Dbtfl Acct Other Rcvbl0AllwncForDbtflAcctOtherRcvbl
Other Notes And Loans Rcvbl BOY9684941OtherNotesAndLoansRcvblBOY
Other Notes And Loans Rcvbl EOY5433598OtherNotesAndLoansRcvblEOY
Other Notes And Loans Rcvbl EOYFMV5433598OtherNotesAndLoansRcvblEOYFMV
Prepaid Expenses BOY21736PrepaidExpensesBOY
Investments Corp Stock BOY4829335InvestmentsCorpStockBOY
Investments Corp Stock EOY4870143InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV12141024InvestmentsCorpStockEOYFMV
Investments Other BOY1000000InvestmentsOtherBOY
Investments Other EOY1577006InvestmentsOtherEOY
Investments Other EOYFMV1577006InvestmentsOtherEOYFMV
Other Assets BOY262322OtherAssetsBOY
Other Assets EOY0OtherAssetsEOY
Other Assets EOYFMV0OtherAssetsEOYFMV
Total Assets BOY27167259TotalAssetsBOY
Total Assets EOY31446200TotalAssetsEOY
Total Assets EOYFMV38717081TotalAssetsEOYFMV
Other Liabilities BOY2660OtherLiabilitiesBOY
Other Liabilities EOY111311OtherLiabilitiesEOY
Total Liabilities BOY2660TotalLiabilitiesBOY
Total Liabilities EOY111311TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY27164599RetainedEarningsBOY
Retained Earnings EOY31334889RetainedEarningsEOY
Total Net Assets BOY27164599TotalNetAssetsBOY
Total Net Assets EOY31334889TotalNetAssetsEOY
Total Liabilities Net Assets BOY27167259TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY31446200TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY27164599TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses4170290ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal31334889Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY31334889TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
INSURANCE POLICIESP2011-07-052011-09-26119900011000009900099000
MENGOLD RESOURES INC 30000SHP2011-11-21355661509-57953-57953
MENGOLD RESOURES INC 10000SHP2011-11-30110120503-19402-19402
PLATINUM PARNTERS VALUE ARBITRAGE INTERNATIONAL LTDP2011-07-065625000116884644561544456154
FieldValueIRS element (for citing)
Capital Gain Net Income4477799CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year12976902QualifyingDistributionsYear1
Noncharitable Assets Year134314771NoncharitableAssetsYear1
Distribution Ratio Year10.086753DistributionRatioYear1
Qualifying Distributions Year22860640QualifyingDistributionsYear2
Noncharitable Assets Year230054779NoncharitableAssetsYear2
Distribution Ratio Year20.095181DistributionRatioYear2
Qualifying Distributions Year33181569QualifyingDistributionsYear3
Noncharitable Assets Year326311856NoncharitableAssetsYear3
Distribution Ratio Year30.120918DistributionRatioYear3
Qualifying Distributions Year41389816QualifyingDistributionsYear4
Noncharitable Assets Year422021176NoncharitableAssetsYear4
Distribution Ratio Year40.063113DistributionRatioYear4
Qualifying Distributions Year51574641QualifyingDistributionsYear5
Noncharitable Assets Year518913754NoncharitableAssetsYear5
Distribution Ratio Year50.083254DistributionRatioYear5
Total Distribution Ratio0.449219TotalDistributionRatio
Average Distribution Ratio0.089844AverageDistributionRatio
Net Noncharitable Assets34944597NetNoncharitableAssets
Adjusted Noncharitable Assets3139562AdjustedNoncharitableAssets
One Percent Net Investment Income53194OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One3192756AdjNonchrtblAssetsAndOnePct
Qualifying Distributions2744486QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax106387InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal106387Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income106387TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment21736EstTaxPaymentsAndOverpayment
Tax Paid With Extension72915TaxPaidWithExtension
Total Credits And Payments94651TotalCreditsAndPayments
Tax Due11736TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithNYStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors1NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameWAGNERFERBERFINE ACKERMAN PLLCBooksInCareOfPersonName
Books In Care Of Phone Number5163283800BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line166 S TYSON AVENUEAddressLine1
CityFLORAL PARKCity
StateNYState
ZIP Code11001ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
MURRAY HUBERFELD
15 MANOR LANELAWRENCENY11559PRESIDENT/DIRECTOR0.00000
SEYMOUR HUBERFELD
24 BRIARWOOD LANELAWRENCENY11559SECRTY/TREAS/DIRECTOR0.00000
RAE HUBERFELD
1409 EAST 24TH STREETBROOKLYNNY11210DIRECTOR0.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities12750971AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances14670010AvgMonthlyCashBalances
FMV All Other Noncharitable Assets8055767FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets35476748TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets35476748AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable532151CashDeemedCharitable
Net Noncharitable Assets34944597NetNoncharitableAssets
Minimum Investment Return1747230MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return1747230MinimumInvestmentReturn
Tax Based On Investment Income106387TaxBasedOnInvestmentIncome
Total Tax106387TotalTax
Distributable Amount Before Adj1640843DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded1640843DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted1640843DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions2744486ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions2744486QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions2744486AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted1640843DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year5575656ExcessDistriCarryoverYear5
Excess Distri Carryover Year4333355ExcessDistriCarryoverYear4
Excess Distri Carryover Year31957966ExcessDistriCarryoverYear3
Excess Distri Carryover Year21379655ExcessDistriCarryoverYear2
Excess Distri Carryover Year11286611ExcessDistriCarryoverYear1
Total Excess Distri Carryover5533243TotalExcessDistriCarryover
Qualifying Distributions2744486QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year1640843AppliedToCurrentYear
Remaining Distri From Corpus1103643RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus6636886TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5575656ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year6061230ExcessDistriCyovToNextYear
Excess From Year4333355ExcessFromYear4
Excess From Year31957966ExcessFromYear3
Excess From Year21379655ExcessFromYear2
Excess From Year11286611ExcessFromYear1
Excess From Current Year1103643ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameMURRAY HUBERFELDRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1152 WEST 57TH STREETAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10019ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number2125810500RecipientPhoneNumber
Form And Info And MaterialsLETTERFormAndInfoAndMaterials
Submission DeadlinesNONESubmissionDeadlines
Restrictions On AwardsNONERestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (70 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountAddress Line1RecipientForeignAddress/AddressLine1CityRecipientForeignAddress/CityProvince Or StateRecipientForeignAddress/ProvinceOrStateCountryRecipientForeignAddress/CountryAddress Line2RecipientUSAddress/AddressLine2
YESHIVA OF FAR ROCKAWAY
802 HICKSVILLE ROADFAR ROCKAWAYNY11691NONESCHOOLASSIST SCHOOL$5,000
YESHIVA MIRRER YERUSHALAYIM
5227 NEW UTRECHT AVENUEBROOKLYNNY11219NONESCHOOLASSIST SCHOOL$5,000
AMERICAN FRIENDS OF OHR CHODOSH
1431 CONEY ISLAND AVENUEBROOKLYNNY11230NONEORPHANAGEASSIST ORPHANAGE$57,000
YESHIVA NEFESH HACHAIM
10 MEADOW LANEMONSEYNY10952NONESCHOOLASIST SCHOOL$360
UNITED JEWISH ORGANIZATION OF WILLIAMSBURGH
32 PENN STREETWILLIAMSBURGHNY11211NONEPUBLIC CHARITYRELIGIOUS ORGANIZATION$25,000
MOSDOS OHR SHMUEL
4319 TENTH AVENUEBROOKLYNNY11219NONEPUBLIC CHARITYRELIGIOUS ORGANIZATION$360
CONGREGATION NEW SQUARE
10 JEFFERSON AVENUESPRING VALLEYNY10977NONEPUBLIC CHARITYRELIGIOUS ORGANIZATION$25,000
KEREN ESTHER
5 CARLTON LANEMONSEYNY10952NONEPUBLIC CHARITYRELIGIOUS ORGANIZATION$500
JOSEPH WILLIG
562 BARNARD AVENUEWOODMERENY11598NONENONENEEDY INDIVIDUALS$1,000
RABBI MITTELDORF
3206 AVENUE MBROOKLYNNY11210NONENONENEEDY INDIVIDUALS$500
UTA OF BAYSWATER
2900 HEALY AVENUEFAR ROCKAWAYNY11691NONESCHOOLASSIST SCHOOL$5,000
ZICHRON KELEM
1876 49TH STREETBROOKLYNNY11204NONEPUBLIC CHARITYRELIGIOUS ORGANIZATION$1,000
CHANA CHARITABLE TRUST
NONEPUBLIC CHARITYRELIGIOUS ORGANIZATION$2,50019 HIGHFIELD ROADLONDONENGLANDUK
TORAH ORE
1362 EAST 21ST STREETBROOKLYNNY11210NONEPUBLIC CHARITYRELIGIOUS ORGANIZATION$360
AMERICAN FRIENDS OF DARCHEI BINAH
77-37 167TH STREETFLUSHINGNY11366NONESCHOOLASSIST SCHOOL$500
JEP LONG ISLAND
110 ROCKAWAY TURNPIKELAWRENCENY11559NONEPUBLIC CHARITYRELIGIOUS ORGANIZATION$3,600
AMERICAN FRIENDS OF LEKET ISRAEL
384 WARWICK AVENUETEANECKNJ07666NONEPUBLIC CHARITYRELIGIOUS ORGANIZATION$1,800
AMERICAN FRIENDS OF GIRLSTOWN OHR CHODOSH
1431 CONEY ISLAND AVENUEBROOKLYNNY11230NONESCHOOLASSIST SCHOOL$36,000
NEFESH YEHUDI
1274 49TH STREETBROOKLYNNY11219NONEPUBLIC CHARITYRELIGIOUS ORGANIZATION$1,000
YOUNG ISRAEL OF CENTURY CITY
9317 WEST PICO BLVDLOS ANGELESCA90035NONEPUBLIC CHARITYRELIGIOUS ORGANIZATION$750
CHABAD LUBAVITCH OF SASKATOON
NONEPUBLIC CHARITYRELIGIOUS ORGANIZATION$5,000105-906 E DUTSCHESS STSASKATOONSASKATCHEWANCA
MESIVTA ATERES YAAKOV OF GREATER LI
131 WASHINGTON AVENUELAWRENCENY11559NONESCHOOLASSIST SCHOOL$500
BAIS TEFILAH EMERGENCY FUND
409 EDWARD AVENUEWOODMERENY11598NONEPUBLIC CHARITYRELIGIOUS ORGANIZATION$360
MACHANE YISROEL FOUNDATION
4901 18TH AVENUEBROOKLYNNY11204NONEPRIVATE FOUNDATIONRELIGIOUS ORGANIZATION$1,000
MITZVAH TANK
325 KINGSTON AVENUEBROOKLYNNY11213NONEPUBLIC CHARITYRELIGIOUS ORGANIZATION$12,000
AISH HATORAH
408 SOUTH LAKE DRIVELAKEWOODNJ08701NONEPUBLIC CHARITYRELIGIOUS ORGANIZATION$5,000
AMERICAN FRIENDS OF YAD ELIEZER
1102 EAST 26TH STREETBROOKLYNNY11210NONEPUBLIC CHARITYRELIGIOUS ORGANIZATION$12,000
MESIVTA BAIS DAVID OF CHERRY HILL
31 MAPLE AVENUECHERRY HILLNJ08002NONEPUBLIC CHARITYASSIST SCHOOL$1,000
UNION OF ORTHODOX CONGREGATIONS OF AMERICA
11 BROADWAYNEW YORKNY10004NONEPRIVATE FOUNDATIONRELIGIOUS ORGANIZATION$25,000
FRIENDS OF BAIS YISROEL
4802 19TH AVENUEBROOKLYNNY11204NONESCHOOLASSIST SCHOOL$10,000
CENTRAL FUND OF ISRAEL
980 6TH AVENUENEW YORKNY10018NONEPUBLIC CHARITYRELIGIOUS ORGANIZATION$25,000
HUBERFELD BODNER FAMILY FOUNDATION
152 WEST 57TH STNEW YORKNY10019SISTER FOUNDATIONPRIVATE FOUNDATIONASSIST CHARITY$6,000
KOLLEL BIRCHAS SHLOMO
4904 INDEPENDENCE AVENUEBRONXNY10471NONEPUBLIC CHARITYRELIGIOUS ORGANIZATION$25,000
AMERICAN FRIENDS OF AISH HATORAH
520 EIGHTH AVENUENEW YORKNY10020NONEPUBLIC CHARITYRELIGIOUS ORGANIZATION$10,000
CONGRAGATION SHARRAI ZION
1550 50TH STREETBROOKLYNNY11219NONEPUBLIC CHARITYRELIGIOUS ORGANIZATION$5,000
MANHATTAN HIGH SCHOOL
499 PARK AVENUENEW YORKNY10022NONESCHOOLASSIST SCHOOL$50,000
GATEWAY ORGANIZATION
11 WALLESBERG CIRCLEMONSEYNY10952NONEPUBLIC CHARITYRELIGIOUS ORGANIZATION$10,000
ATERES ESTHER
16 GROSSER LANEMONSEYNY10952NONEPUBLIC CHARITYRELIGIOUS ORGANIZATION$18,000
MIKVAH OF LAWRENCE & CEDARHURST INC
81 WASHINGTON AVENUELAWRENCENY11559NONEPUBLIC CHARITYRELIGIOUS ORGANIZATION$166,667
CHINA VCHISDA
5601 14TH AVEBROOKLYNNY11219NONEPUBLIC CHARITYASSIST CHARITY$105,000
ARTSCROLL PUBLICATIONS
C/O MESORAH PUBLICATIONS 4401BROOKLYNNY11232NONENONESPONSOR OF BOOKS$2,335SECOND AVE
AMERICAN COMMITTEE FOR SHAARE ZEDEK MEDICAL CENTER
49 WEST 45TH STNEW YORKNY10036NONEPUBLIC CHARITYASSIST CHARITY$5,000
ATERES PUBLISHING
845 BEDFORD AVENUEBROOKLYNNY11205NONENONESPONSOR OF BOOKS$325
THE PARTY SOURCE
8 HOOVER STREETINWOODNY11096NONENONETABLE & CHAIR RENTAL FOR A CHARITABLE MEAL$502
BARNARD COLLEGE
3009 BROADWAYNEW YORKNY10027NONEUNIVERSITYASSIST UNIVERSITY$10,000
CHABAD LUBAVITCH MITZVAH TANK
777 EASTERN PARKWAYBROOKLYNNY11213NONEPUBLIC CHARITYRELIGIOUS ORGANIZTION$3,600
CHAI LIFELINE
151 WEST 30TH STREETNEW YORKNY10001NONEPUBLIC CHARITYRELIGIOUS ORGANIZTION$18,000
CONG BAIS USHER
1231 45TH STREETBROOKLYNNY11219NONEPUBLIC CHARITYRELIGIOUS ORGANIZTION$300
CONG BNEI AHARON
1455 EAST 18TH STREETBROOKLYNNY11230NONEPUBLIC CHARITYRELIGIOUS ORGANIZTION$250
CONGREGATION AHAVAS TZDOKAH V'CHESED
1347 42ND STREETBROOKLYNNY11218NONEPUBLIC CHARITYHELP NEEDY INDIVIDUALS$450,000
CONGREGATION BAIS AARON VYISROEL
1693 52ND STREETBROOKLYNNY11204NONEPUBLIC CHARITYRELIGIOUS ORGANIZTION$360
CONGREGATION BAIS AVRAHOM ZEV
2 ROCKAWAY TURNPIKELAWRENCENY11559NONEPUBLIC CHARITYRELIGIOUS ORGANIZATION$250,000
DAVIS MEMORIAL FUND
25 LAWRENCE AVENUELAWRENCENY11559NONEPRIVATE FOUNDATIONHELP NEEDY INDIVIDUALS$3,500
FRIENDS OF MICHLALAH
9 SUTTON ROADMONSEYNY10952NONESCHOOLASSIST SCHOOL$18,000
INTERNATIONAL CENTER OF PHOTOGRAPHY
1133 AVENUE OF THE AMERICASNEW YORKNY10036NONEPRIVATE FOUNDATIONMUSEUM$2,000
JEWISH EXPERIENCE U W MADISON
3452 NORTH 54TH STREETMILWAUKEEWI53216NONEPUBLIC CHARITYRELIGIOUS ORGANIZTION$500
KARNOH SHEL TORAH
1351 E 10TH STBROOKLYNNY11230NONEPUBLIC CHARITYRELIGIOUS ORGANIZTION$999,997
KHAL ZICHRON ARYEH LEIB
1160 EAST 28TH STBROOKLYNNY11210NONEPUBLIC CHARITYRELIGIOUS ORGANIZTION$1,800
KIDS OF COURAGE
1220 E 7TH STREETBROOKLYNNY11230NONEPUBLIC CHARITYRELIGIOUS ORGANIZTION$25,000
KOLLEL TORAS CHAIM
67-66 108TH STREETFOREST HILLSNY11375NONEPUBLIC CHARITYRELIGIOUS ORGANIZTION$360
MADRAIGOS
395 PEARSALL AVENUECEDARHURSTNY11516NONEPUBLIC CHARITYRELIGIOUS ORGANIZTION$5,000
NER ISRAEL RABBINICAL COLLEGE
400 MT WILSON LANEBALTIMOREMD21208NONESCHOOLASSIST SCHOOL$10,000
PESACH TIKVAH DOOR OF HOPE
18 MIDDLETON STREETBROOKLYNNY11206NONEPUBLIC CHARITYRELIGIOUS ORGANIZTION$1,800
THE AIRMONT SHUL
16 MURRAY DRIVEAIRMONTNY10952NONEPUBLIC CHARITYRELIGIOUS ORGANIZTION$67,500
THE BEIS
451 WEST END AVENUENEW YORKNY10024NONEPUBLIC CHARITYRELIGIOUS ORGANIZTION$50,000
TORAH ACADEMY FOR GIRLS
444 BEACH 6TH STREETFAR ROCKWAYNY11691NONESCHOOLASSIST SCHOOL$20,000
YESHIVA DARCHEI TORAH
257 BEACH 17TH STREETFAR ROCKAWAYNY11619NONEPUBLIC CHARITYASSIST SCHOOL$36,000
YESHIVA KETANA OF LONG ISLAND
321 DOUGHTY BOULEVARDINWOODNY11096NONEPUBLIC CHARITYASSIST SCHOOL$28,000
YESHIVA OHR YISROEL
2899 NOSTRAND AVENUEBROOKLYNNY11229NONESCHOOLASSIST SCHOOL$3,600
YESHIVA S'HOR YOSHUV
1 CEDARLAWN AVENUELAWRENCENY11559NONESCHOOLASSIST SCHOOL$72,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year2750486TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$112,620ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$728,936ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$4,477,799ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$5,319,355ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA5319355TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo (2 entries)

Contributor NumberContributorNumberContributor Name IndividualContributorNameIndividualAddress Line1ContributorAddressUS/AddressLine1CityContributorAddressUS/CityStateContributorAddressUS/StateZIP CodeContributorAddressUS/ZIPCodeAggregate ContributionsAggregateContributionsPerson Contribution TypePersonContributionType
1MURRAY HUBERFELD15 MANOR LANELAWRENCENY115591675000X
2HUBERFELD BODNER FAMILY FOUNDATION152 WEST 57TH STNEW YORKNY1001950000X

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategory
Amount$14,801Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (5 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
PLATINUM PARTNERS VALUE ARBITRAGE (INTERNATIONAL) LTD25952999859294
MENGOLD RESOURCES INC2244568867
TINTIC GOLD MINES580004350
PLATINUM LIQUID OPPORTUNITY FUND LTD18257222101847
17 GROUP INC166666166666

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (3 entries)

Category Or ItemCategoryOrItemListed At Cost Or FMVListedAtCostOrFMVBook ValueBookValueEOYFMVEOYFMV
BAYBERRY FUND LLCAT COST10213061021306
PROGRESSIVE CAPITAL SOLUTIONSAT COST455700455700
PEARLSTEIN INSURANCE LOANAT COST100000100000

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets (2 entries)

DescriptionDescriptionBOY Book ValueBOYBookValue
ATTORNEY'S ESCROW ACCOUNT22700
DUE FROM PLATINUM LIQUID OPPORTUNITY FUND239622

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
FEE TO NYS ATTORNEY GENERAL75000
SUNDRY48900
BAD DEBT115200

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescriptionBOY Book ValueBOYBookValueEOY Book ValueEOYBookValue
SUSPENSE26602660
EXCISE TAX PAYABLE084651
DUE BODNER FAMILY FOUNDATION INC024000

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLong (20 entries)

Relationship To InsiderRelationshipToInsiderOriginal Amount Of LoanOriginalAmountOfLoanBalance DueBalanceDueDate Of NoteDateOfNoteMaturity DateMaturityDateRepayment TermsRepaymentTermsInterest RateInterestRateSecurity Provided By BorrowerSecurityProvidedByBorrowerPurpose Of LoanPurposeOfLoanDesc Of Lender ConsiderationDescOfLenderConsiderationConsideration FmvConsiderationFmv
MORTGAGES RECEIVABLE
NONE621000033323672010-072010-07VARIOUS12.000000000000REAL ESTATE MORTGAGEINVESTMENTREAL ESTATE MORTGAGES3332367
AMERICAN FRIENDS OF CHESED L'ORCHIM
NONE160000804002005-122010-124000/MO0.000000000000PERSONAL GUARANTIESASSIST RELIGIOUS ORGANIZATION0
SAMUEL REICH
NONE499849982011-062011-120.000000000000PERSONAL GUARANTY0
IRWIN GOLDSTEIN
NONE1850002007-05700/MO0.000000000000PERSONAL GUARANTYHELP NEEDY INDIVIDUAL0
WILLIAM LIPMAN
NONE1200045002007-122010-02500/M00.000000000000PERSONAL GUARANTYHELP NEEDY INDIVIDUAL0
NAFTALI FEIGENBAUM
NONE500002008-112009-09150/M00.000000000000NONEHELP NEEDY INDIVIDUAL0
TRISTATE PODIATRY PC
NONE20000133332008-012008-122222/MO0.000000000000PERSONAL GUARANTYHELP NEEDY INDIVIDUAL0
D REIS
NONE25000250002008-122009-12LUMP SUM0.000000000000PERSONAL GUARANTYASSIST INDIVIDUAL IN NEED0
TIFERET MORDECHAI
NONE10000002009-032011-034167/MO0.000000000000NONEASSIST EDUCATIONAL INSTITUTION0
AARON ELBOGEN IRREVOCABLE TRUST
NONE250000015000002009-092013-03$2500000 09/11 & 1500000 03/137.000000000000INVESTMENTS IN TWO PARTNERSHIPSINVESTMENT0
SABSY YOSELOVSKY
NONE20000105002009-082012-12500/M00.000000000000PERSONAL GUARANTYHELP NEEDY INDIVIDUAL0
YESHIVA KETANA OF LONG ISLAND
NONE6900001000002009-062010-0615000/MO0.000000000000NONEASSIST EDUCATIONAL INSTITUTION0
YESHIVA KETANA OF LONG ISLAND
NONE5000002010-112010-125000/MO0.000000000000NONEASSIST EDUCATIONAL INSTITUTION0
RETURN SHUVU
NONE15000002010-112011-03LUMP SUM0.000000000000NONEASSIST RELIGIOUS ORGANIZATION0
E&M LANGER
NONE150000002010-042011-1212.000000000000PERSONAL GUARANTYINVESTMENT0
MONTAGE HOLDINGS LLC
NONE1000001000002010-12VARIOUS12.000000000000RECEIVABLESINVESTMENT0
FRANK BERKOWITZ
NONE10000002010-102011-03$25M 1/18 AND 25M 3/18/110.000000000000NONEASSIST INDIVIDUAL IN NEED0
JOSEPH SCHUPACK
NONE6000002010-052011-055000/MO50.000000000000NONEASSIST INDIVIDUAL IN NEED0
MARBRIDGE ENERGY FINANCE
NONE101368902010-072010-07VARIOUS12.000000000000GUARANTEESINVESTMENT0
BATES LOAN
2625002625002011-052011-1212.000000000000GUARANTEES AND MORTGAGESINVESTMENT0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

FieldValueIRS element (for citing)
Person NameMURRAY HUBERFELDPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line115 MANOR LANEAddressLine1
CityLAWRENCECity
StateNYState
ZIP Code11559ZIPCode

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategory
Amount$106,387Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.