HUBERFELD FAMILY FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- HUBERFELD FAMILY FOUNDATION INC (EIN 13-4042543)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-08-05
- IRS object ID
- 201102179349100005
- Schema version
- 2010v3.4
- 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 Income Schedule2
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-05T10:27:15-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-01-01 | 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 | 2011-07-22 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SAMUEL B RICHMAN | Name |
| Phone | 5163283800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 36603500 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 2000000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 122917 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 122917 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 962266 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 962266 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 91548 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 313520 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 91548 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 95709 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 95709 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 3272440 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1272440 | 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 | 3856 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 12724 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1654 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 18234 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 2989626 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 2989626 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 3007860 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 2989626 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 264580 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1272440 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1 | CashBOY |
| Cash EOY | 98 | CashEOY |
| Cash EOYFMV | 98 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 9039036 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 11368827 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 11368827 | SavingsAndTempCashInvstEOYFMV |
| Other Notes And Loans Receivable | 9684941 | OtherNotesAndLoansReceivable |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Other Notes And Loans Rcvbl BOY | 12527567 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 9684941 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 9684941 | OtherNotesAndLoansRcvblEOYFMV |
| Prepaid Expenses BOY | 34460 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 21736 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 21736 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 5051307 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 4829335 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 14265576 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 0 | InvestmentsOtherBOY |
| Investments Other EOY | 1000000 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1000000 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 247648 | OtherAssetsBOY |
| Other Assets EOY | 262322 | OtherAssetsEOY |
| Other Assets EOYFMV | 262322 | OtherAssetsEOYFMV |
| Total Assets BOY | 26900019 | TotalAssetsBOY |
| Total Assets EOY | 27167259 | TotalAssetsEOY |
| Total Assets EOYFMV | 36603500 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 0 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 2660 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2660 | 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 | 26900019 | RetainedEarningsBOY |
| Retained Earnings EOY | 27164599 | RetainedEarningsEOY |
| Total Net Assets BOY | 26900019 | TotalNetAssetsBOY |
| Total Net Assets EOY | 27164599 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 26900019 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 27167259 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 26900019 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 264580 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 27164599 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 27164599 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 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 |
|---|---|---|---|---|---|---|---|
| GREY20 OFFSHORE FUND | P | 2009-06-05 | 2010-04-06 | 73898 | 54069 | 19829 | 19829 |
| 167.903SH PLATINUM PARTNERS LIQUID OPPORTUNITY FUND | P | 2009-07-01 | 2010-12-31 | 239622 | 167903 | 71719 | 71719 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 91548 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 2860640 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 30054779 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.095181 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 3181569 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 26311856 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.120918 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1389816 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 22021176 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.063113 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1574641 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 18913754 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.083254 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1020171 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 15235110 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.066962 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.429428 | TotalDistributionRatio |
| Average Distribution Ratio | 0.085886 | AverageDistributionRatio |
| Net Noncharitable Assets | 34314771 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 2947158 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 12724 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 2959882 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 2989626 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 12724 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 12724 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 12724 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 34460 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 34460 | TotalCreditsAndPayments |
| Overpayment | 21736 | Overpayment |
| Amount Credited To Next Year | 21736 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | 0 | 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 | 25006095 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 9379328 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 451908 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 34837331 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 34837331 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 522560 | CashDeemedCharitable |
| Net Noncharitable Assets | 34314771 | NetNoncharitableAssets |
| Minimum Investment Return | 1715739 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1715739 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 12724 | TaxBasedOnInvestmentIncome |
| Total Tax | 12724 | TotalTax |
| Distributable Amount Before Adj | 1703015 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 1703015 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 1703015 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 2989626 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 2989626 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 12724 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 2976902 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1703015 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 575656 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 333355 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 1957966 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 1379655 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 4246632 | TotalExcessDistriCarryover |
| Qualifying Distributions | 2989626 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1703015 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 1286611 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 5533243 | 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 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 5533243 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 575656 | ExcessFromYear4 |
| Excess From Year3 | 333355 | ExcessFromYear3 |
| Excess From Year2 | 1957966 | ExcessFromYear2 |
| Excess From Year1 | 1379655 | ExcessFromYear1 |
| Excess From Current Year | 1286611 | 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 (64 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 | CountryRecipientForeignAddress/Country |
|---|---|---|---|---|---|---|---|---|---|---|
| AGUDATH ISRAEL OF LONG ISLAND | ||||||||||
| 42 BROADWAY | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | RELIGIOUS ORPGANIZTION | $7,000 | |||
| AMERICAN COMMITTEE FOR SHAARE ZEDEK MEDICAL CENTER | ||||||||||
| 49 WEST 45TH ST | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | ASSIST CHARITY | $300,000 | |||
| AMERICAN FRIENDS OF BET EL | ||||||||||
| 68-27 JUNO STREET | FOREST HILLS | NY | 11375 | NONE | PUBLIC CHARITY | RELIGIOUS ORPGANIZTION | $18,000 | |||
| AMERICAN FRIENDS OF BNOT TORAH | ||||||||||
| PO BOX 300596 | BROOKLYN | NY | 11230 | NONE | SCHOOL | ASSIST SCHOOL | $6,175 | |||
| 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 | $15,600 | |||
| CHAI LIFELINE | ||||||||||
| 151 WEST 30TH STREET | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $38,000 | |||
| CHOFETZ CHAIM HERITAGE FOUNDATION | ||||||||||
| 361 SPOOK ROCK ROAD | SUFFERN | NY | 10901 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $11,000 | |||
| CONGREGATION BOROV | ||||||||||
| 2 PARKER BLVD | MONSEY | NY | 10952 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $1,000 | |||
| DERECH AYSON RABBINICAL SEMINARY | ||||||||||
| 802 HICKSVILLE ROAD | FAR ROCKAWAY | NY | 11691 | NONE | SCHOOL | ASSIST SCHOOL | $5,000 | |||
| GIFT OF LIFE FOUNDATION | ||||||||||
| 800 YAMATO ROAD | BOCA RATON | FL | 33431 | NONE | PRIVATE FOUNDATION | ASSISSTANCE IN BONE MARROW DONATION | $5,000 | |||
| JCC OF GREATER FIVE TOWNS | ||||||||||
| 207 GROVE AVENUE | CEDARHURST | NY | 11516 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $2,500 | |||
| CONGREGATION AHAVAS TZDOKAH V'CHESED | ||||||||||
| 1347 42ND STREET | BROOKLYN | NY | 11218 | NONE | PUBLIC CHARITY | HELP NEEDY INDIVIDUALS | $380,000 | |||
| CONGREGATION BAIS AVRAHOM ZEV | ||||||||||
| 2 ROCKAWAY TPKE | LAWRENCE | NY | 11559 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $255,000 | |||
| KEREN HASHLUCHIM | ||||||||||
| 770 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $18,000 | |||
| DAVIS MEMORIAL FUND | ||||||||||
| 25 LAWRENCE AVE | LAWRENCE | NY | 11559 | NONE | PRIVATE FOUNDATION | HELP NEEDY INDIVIDUALS | $12,860 | |||
| KOSHER DELIGHT | ||||||||||
| 1365 BROADWAY | NEW YORK | NY | 10018 | NONE | NONE | SPONSOR OF MEALS FOR POOR PEOPLE | $2,000 | |||
| LEARN TORAH DOT COM | ||||||||||
| 122 SLADE AVENUE | BALTIMORE | MD | 21208 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $5,000 | |||
| MELANOMA RESEARCH ALLIANCE | ||||||||||
| 1101 NEW YORK AVENUE NW SUITE 620 | WASHINGTON | DC | 20005 | NONE | PRIVATE FOUNDATION | ASSISSTANCE IN CANCER RESEARCH | $1,000 | |||
| RABBI MANSOUR - TORAH LEARNING RESOURCES | ||||||||||
| 1437 OCEAN PARKWAY | BROOKLYN | NY | 11230 | NONE | PUBLIC CHARITY | ASSIST EDUCATIONAL ORGANIZATION | $5,000 | |||
| KARNOH SHEL TORAH | ||||||||||
| 1351 E 10TH ST | BROOKLYN | NY | 11230 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $998,663 | |||
| 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 | $13,600 | |||
| SHEKEL HAKODESH | ||||||||||
| 3054 BEDFORD AVENUE | BROOKLYN | NY | 11210 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $18,000 | |||
| YESHIVA OHR YISROEL | ||||||||||
| 2899 NOSTRAND AVENUE | BROOKLYN | NY | 11229 | NONE | SCHOOL | ASSIST SCHOOL | $1,000 | |||
| KOLLEL SHABBOS | ||||||||||
| 1351 E 10TH ST | BROOKLYN | NY | 11230 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $130,000 | |||
| BETH MEDRASH GAVOHA | ||||||||||
| 617 SIXTH STREET | LAKEWOOD | NJ | 08701 | NONE | SCHOOL | ASSIST SCHOOL | $300,000 | |||
| THE AIRMONT SHUL | ||||||||||
| 16 MURRAY DRIVE | AIRMONT | NY | 10952 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $12,500 | |||
| TORAH ACADEMY FOR GIRLS | ||||||||||
| 444 BEACH 6TH STREET | FAR ROCKWAY | NY | 11691 | NONE | SCHOOL | ASSIST SCHOOL | $10,000 | |||
| YESHIVA TIFERES NAFTOLI | ||||||||||
| 3059 ENGLISHTOWN ROAD | JAMESBURG | NJ | 08831 | NONE | SCHOOL | ASSIST SCHOOL | $500 | |||
| YESHIVA OHR YISROEL OF ATLANTA | ||||||||||
| 1458 HOLLY LANE | ATLANTA | GA | 30329 | NONE | SCHOOL | ASSIST SCHOOL | $500 | |||
| YESHIVA S'HOR YOSHUV | ||||||||||
| 1 CEDARLAWN AVENUE | LAWRENCE | NY | 11559 | NONE | SCHOOL | ASSIST SCHOOL | $54,000 | |||
| SHAARE YOSHER JERUSALEM | ||||||||||
| 1271 39TH STREET | BROOKLYN | NY | 11218 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $5,000 | |||
| NER ISRAEL RABBINICAL COLLEGE | ||||||||||
| 400 MT WILSON LANE | BALTIMORE | MD | 21208 | NONE | SCHOOL | ASSIST SCHOOL | $7,200 | |||
| CONG BAIS USHER | ||||||||||
| 1231 45TH STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $540 | |||
| CONGREGATION BAIS AARON VYISROEL | ||||||||||
| 1693 52ND STREET | BROOKLYN | NY | 11204 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $360 | |||
| AMERICAN FRIENDS OF DARCHEI AVOT | ||||||||||
| 831 NORWOOD AVE | LONG BRANCH | NJ | 07740 | NONE | SCHOOL | ASSIST SCHOOL | $18,000 | |||
| AMERICAN FRIENDS OF NISHMAT | ||||||||||
| 271 MADISON AVE | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $500 | |||
| BAIS BINAH | ||||||||||
| 1034 E 13TH STREET | BROOKLYN | NY | 11230 | NONE | SCHOOL | ASSIST SCHOOL | $1,000 | |||
| BAIS MEDRASH OF HARBORVIEW | ||||||||||
| 218 HARBORVIEW SOUTH | LAWRENCE | NY | 11559 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $1,000 | |||
| CHABAD OF LAGUNA | ||||||||||
| 30804 S COAST HIGHWAY | LAGUNA BEACH | CA | 92651 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $1,800 | |||
| CHILD LIFE SOCIETY | ||||||||||
| 1347 43RD STREET | BROOKLYN | NY | 11219 | NONE | PRIVATE FOUNDATION | ASSIST WITH CYSTIC FIBROSIS RESEARCH | $1,800 | |||
| CONG BAIS SHMUEL | ||||||||||
| 1167 BUCKWALD COURT | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $2,500 | |||
| CONG BNEI AHARON | ||||||||||
| 1455 EAST 18TH STREET | BROOKLYN | NY | 11230 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $180 | |||
| CONGREGATION BNEI TORAH OF LAWRENCE | ||||||||||
| 41 MARTIN LANE | LAWRENCE | NY | 11559 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $1,800 | |||
| DELAWARE VALLEY TORAH INSTITUTE | ||||||||||
| 31 MAPLE AVENUE | CHERRY HILL | NJ | 08002 | NONE | SCHOOL | ASSIST SCHOOL | $500 | |||
| EZRA V'CHESED | ||||||||||
| 14 CLOVERDALE LANE | MONSEY | NY | 10952 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $500 | |||
| FRIENDS OF MICHLALAH | ||||||||||
| 9 SUTTON ROAD | MONSEY | NY | 10952 | NONE | SCHOOL | ASSIST SCHOOL | $20,000 | |||
| FRIENDS OF MITZVOS HAARETZ | ||||||||||
| 1435 53RD STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $500 | |||
| INTERNATIONAL CENTER OF PHOTOGRAPHY | ||||||||||
| 1133 AVENUE OF THE AMERICAS | NEW YORK | NY | 10036 | NONE | PRIVATE FOUNDATION | MUSEUM | $5,000 | |||
| JEWISH EXPERIENCE U W MADISON | ||||||||||
| 3452 NORTH 54TH STREET | MILWAUKEE | WI | 53216 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $360 | |||
| KOLLEL TORAS CHAIM | ||||||||||
| 67-66 108TH STREET | FOREST HILLS | NY | 11375 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $500 | |||
| LEVI YITZCHAK LIBRARY FUND | ||||||||||
| 8 SPRUCE STREET | CEDARHURST | NY | 11516 | NONE | PUBLIC CHARITY | ASSIST CHARITY | $5,000 | |||
| MADRAIGOS | ||||||||||
| 395 PEARSALL AVENUE | CEDARHURST | NY | 11516 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $2,500 | |||
| OLD CITY CHARITIES | ||||||||||
| 30 BAY STREET | STATEN ISLAND | NY | 10301 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $1,000 | |||
| PESACH TIKVAH DOOR OF HOPE | ||||||||||
| 18 MIDDLETON STREET | BROOKLYN | NY | 11206 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $1,800 | |||
| THE BEIS | ||||||||||
| 451 WEST END AVENUE | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $50,000 | |||
| THE RIVERDALE KOLLEL | ||||||||||
| 4904 INDEPENDENCE AVENUE | RIVERDALE | NY | 10471 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $25,000 | |||
| YAKOV & MIREL TWERSKY | ||||||||||
| 1125 53RD STREET | BROOKLYN | NY | 11219 | NONE | NONE | NEEDY INDIVIDUALS | $180 | |||
| YITZCHOK YEHUDA OREN | ||||||||||
| NONE | NONE | NEEDY INDIVIDUALS | $300 | 25 RECHOV MINTZ | RAMOT | IS | ||||
| KEREN L'MAAN ARAD | ||||||||||
| 1115 E 21ST STREET | BROOKLYN | NY | 11210 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $2,500 | |||
| MOSDOS DA'AS MAYSHARIM | ||||||||||
| 1274 49TH STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC CHARITY | RELIGIOUS ORGANIZTION | $300 | |||
| YESHIVA DARCHEI TORAH | ||||||||||
| 257 BEACH 17TH STREET | FAR ROCKAWAY | NY | 11619 | NONE | PUBLIC CHARITY | ASSIST SCHOOL | $115,000 | |||
| YESHIVA KETANA OF LONG ISLAND | ||||||||||
| 321 DOUGHTY BOULEVARD | INWOOD | NY | 11096 | NONE | PUBLIC CHARITY | ASSIST SCHOOL | $78,308 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 2989626 | 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 | $122,917 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $962,266 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $95,709 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $91,548 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $1,272,440 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1272440 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | MURRAY HUBERFELD | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 MANOR LANE | AddressLine1 |
| City | LAWRENCE | City |
| State | NY | State |
| ZIP Code | 11559 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 2000000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $3,856 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| PLATINUM PARTNERS VALUE ARBITRAGE (INTERNATIONAL) LTD | 3764144 | 13231286 |
| MENGOLD RESOURCES INC | 306469 | 31390 |
| TINTIC GOLD MINES | 58000 | 2900 |
| PLATINUM LIQUID OPPORTUNITY FUND LTD | 700722 | 1000000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BAYBERRY FUND LLC | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 1000000 | BookValue |
| EOYFMV | 1000000 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (3 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| SUSPENSE | 672 | ||
| ATTORNEY'S ESCROW ACCOUNT | 91900 | 22700 | 22700 |
| DUE FROM PLATINUM LIQUID OPPORTUNITY FUND | 155076 | 239622 | 239622 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEE TO NYS ATTORNEY GENERAL | 750 | 0 | 0 |
| SUNDRY | 904 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| MARBRIDGE ENERGY PARTNERS LLC | 70269 | 70269 | 70269 |
| BAYBERRY CONSUMER FINANCE LLC | 25440 | 25440 | 25440 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SUSPENSE | Description |
| BOY Book Value | 0 | BOYBookValue |
| EOY Book Value | 2660 | EOYBookValue |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLong (22 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 | 3509867 | 2009-06 | 2009-06 | VARIOUS | 12.000000000000 | REAL ESTATE MORTGAGE | INVESTMENT | REAL ESTATE MORTGAGES | 0 |
| AMERICAN FRIENDS OF CHESED L'ORCHIM | ||||||||||
| NONE | 160000 | 80400 | 2005-12 | 2010-12 | 4000/MO | 0.000000000000 | NONE | ASSIST RELIGIOUS ORGANIZATION | 0 | |
| EXCELL FINANCIAL CORP | ||||||||||
| NONE | 3000000 | 0 | 2007-05 | 2008-08 | AT MATURITY | 9.000000000000 | CORP & PERSONAL GUARANTIES | INVESTMENT | 0 | |
| IRWIN GOLDSTEIN | ||||||||||
| NONE | 18500 | 652 | 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 | |
| YESHIVA DARCHEI TORAH | ||||||||||
| NONE | 250000 | 0 | 2008-06 | 2010-01 | 13889/MO | 0.000000000000 | NONE | ASSIST RELIGIOUS ORGANIZATION | 0 | |
| NAFTALI FEIGENBAUM | ||||||||||
| NONE | 5000 | 500 | 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 | NONE | HELP NEEDY INDIVIDUAL | 0 | |
| YESHIVA KETANA OF LONG ISLAND | ||||||||||
| NONE | 100000 | 0 | 2008-01 | 2009-07 | 10000/MO | 0.000000000000 | NONE | ASSIST EDUCATIONAL INSTITUTION | 0 | |
| YESHIVA KETANA OF LONG ISLAND | ||||||||||
| NONE | 100000 | 0 | 2008-08 | 2010-05 | 10000/MO | 0.000000000000 | NONE | ASSIST EDUCATIONAL INSTITUTION | 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 | 12500 | 2009-03 | 2011-03 | 4167/MO | 0.000000000000 | NONE | ASSIST EDUCATIONAL INSTITUTION | 0 | |
| AARON ELBOGEN IRREVOCABLE TRUST | ||||||||||
| NONE | 2500000 | 4000000 | 2009-09 | 2013-03 | $2500000 09/11 & 1500000 03/13 | 7.000000000000 | INVESTMENTS IN TWO PARTNERSHIPS | INVESTMENT | 0 | |
| SABSY YOSELOVSKY | ||||||||||
| NONE | 20000 | 12000 | 2009-08 | 2012-12 | 500/M0 | 0.000000000000 | PERSONAL GUARANTY | HELP NEEDY INDIVIDUAL | 0 | |
| YESHIVA KETANA OF LONG ISLAND | ||||||||||
| NONE | 690000 | 137500 | 2009-06 | 2010-06 | 15000/MO | 0.000000000000 | NONE | ASSIST EDUCATIONAL INSTITUTION | 0 | |
| YESHIVA KETANA OF LONG ISLAND | ||||||||||
| NONE | 50000 | 50000 | 2010-11 | 2010-12 | 5000/MO | 0.000000000000 | NONE | ASSIST EDUCATIONAL INSTITUTION | 0 | |
| RETURN SHUVU | ||||||||||
| NONE | 150000 | 150000 | 2010-11 | 2011-03 | LUMP SUM | 0.000000000000 | NONE | ASSIST RELIGIOUS ORGANIZATION | 0 | |
| E&M LANGER | ||||||||||
| NONE | 1500000 | 500000 | 2010-04 | 2011-12 | 12.000000000000 | PERSONAL GUARANTY | INVESTMENT | 0 | ||
| MONTAGE HOLDINGS LLC | ||||||||||
| NONE | 100000 | 100000 | 2010-12 | VARIOUS | 12.000000000000 | NONE | INVESTMENT | 0 | ||
| FRANK BERKOWITZ | ||||||||||
| NONE | 100000 | 50000 | 2010-10 | 2011-03 | $25M 1/18 AND 25M 3/18/11 | 0.000000000000 | NONE | ASSIST INDIVIDUAL IN NEED | 0 | |
| JOSEPH SCHUPACK | ||||||||||
| NONE | 60000 | 25000 | 2010-05 | 2011-05 | 5000/MO | 50.000000000000 | NONE | ASSIST INDIVIDUAL IN NEED | 0 | |
| MARBRIDGE ENERGY FINANCE | ||||||||||
| NONE | 1013689 | 1013689 | 2009-06 | 2009-06 | VARIOUS | 12.000000000000 | GUARANTEES | INVESTMENT | 0 | |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | Category |
| Amount | $12,724 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments