f q90 pf return of private foundation 0m5ne1545-0052...

1

F Q90 PF Return of Private Foundation 0M5Ne1545-0052Olm ** or Section 4947(a)(1) Nonexempt Charitable TrustTreated as a Private FoundationDe artment fth T ,

imfmai rqevfnuegezfiwy Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.

For calendar year 2009, ortax year beginning ,and endingG Check all that applyg LJ Initial return M Initial return ofa former public charity 1-.I Final return

lj Amended return SI Address change 1:1 Name changeUse the IRS

label.Otherwise, UBERFELD FAMILY FOUNDATION INC

print Number and street (or P O box number if mall is not delivered to street address) Floom/suite BOrme- 1 5 2 WEST 5 7TH STREET

Name of foundation A Employer identification number13-4042543

Telephone number212-571-0500

igijxfmc City or town, state, and ZIP code" EW YORK, NY 10019C

H Check type of organization: LX., Section 501(c)(3) exempt private foundation

1:1 Section 4947(a)(1) nonexempt charitable trust E Other taxable private foundation E

I Fair market value of all assets at end of year J Accounting method: LX.l Cash IJ Accrual

F

3 4 2 3 9 3 2 4 (Part l, column (d) must be on cash basis.)

D

If exemption application is pending, check here1- Foreign organizations, check here bij2- Zsaaeasrssatieraesarastzr5* nillf private foundation status was terminatedunder section 5o7(b)(1)(A), cheek here PIIIIf the foundation is in a 60-month terminationunder section 507(b)g1)(B), check here PIII

Part I Analysis of Revenue and Expenses

(from Parr 1/, eo/, (e), /me 16) Il Omer (Specify)3 $ I(The total of amounts in columns (b), (c), end (d) may notnecessarily equal the amounts in column (a))

(a) Revenue and (b) Net investmentexpenses per books income

(U) Disbursements(C) net for charitable purposes

EeQE(XI

Eaz

Nixieo Aus ir

1

2

3

4

5a

b

6a

b

7

8

9

10a

b

c

11

12

Contributions, gifts, grants, etc., received

Check b Z1 iflhetoundatlon ls not ieuulred to attach Sch BInterest on savings and temporarycash investments

Dividends and interest from securities

Gross rents

Net rental income or (loss)

2600000(cash basis only)

N/ A

203572. 203572. STATEMENT 1 I882788. 882788. STATEMENT 2 I

Net gain or (loss) from sale of assets not on line 10Gross sales price for allassets on line 6a 8 1 7 0 6 8 *

-260237

i

iiiQ

easeCapital gain net income (from Part IV, line 2)

Net short-term capital gainIncome modificationsGross sales less returnsand allowances

o. "7 EAto AU-5097.03-Q*"9 ,K

,U .1--hai Y f*"**" YY-V -77 I

Less Cost of goods sold 4

Gross profit or (loss)Other income

Total. Add lines 1 through 11

- IIT 1UCQIUE-iii 7 .

1318. 1318. .STATEMENT 3

SCAe ExpensesStrat vOperat ng and Adm n

13

14

15

16a

b

c

17

18

19

20

21

22

23

24

25

26

Compensation of officers, directors, trustees, etc

Other employee salaries and wages

Pension plans, employee benefits

Legal fees

Accounting fees STMT 4Other professional feesInterestTaxes S TMT 5Depreciation and depletion

Occupancy

Travel, conferences, and meetings

Printing and publications

Other expenses S TMT 5Total operating and administrative

expenses Add lines 13 through 23

Contributions, gifts, grants paid

Total expenses and disbursements.Add lines 24 and 25

3427441. 1087678.0. 0. ol3465 O. ol 1

117880 on on26424. 0.41677

2913194. 0. 2871517.27

a

b

c

Subtract line 26 from line 12:

Excess of revenue over expenses and disbursements

Net investment income 01 nesetive. enter -0-)

Adiusted net income of negative. enter -0-)

5142471087678.

N/A85232.20 LHA For Privacy Act and Paperwork Reduction Act Notice, see the instructions. F0rm 990-PF (2009)

110180713 758338 40458B 2009.04000 HUBERFELD FAMILY FOUNDATION 40458B-1

0.C ol 0.2871517. 2871517.

F0011 990-PF (20099 HUBERFELD FAMILY FOUNDATION INC 1 3 - 4 0 4 2 5 4 3 P306 2- Beginning of year End of yearBalance Sheets Attached schedulesand amountslntnedescrlptlonPart " """"" *"0" "9"" e"d*"W"m0"""""" (a) Book Value (b) Book Value (c) Fair Market Value

1* Cash - non-interest-bearing 3 4 9 . 1 . 1 .2 Savings and temporary cash investments 12682992 . 9039036 . 9039036 .3 Accounts receivable P

Less: allowance for doubtful accounts P

4 Pledges receivable PLess: allowance for doubtful accounts P

5 Grants receivable

6 Receivables due from officers, directors, trustees, and other

disqualified persons

7 Othernotesand Ioansrecelvable STMT 7 P 1 2 5 2 7 5 6 7 .Less: allowance for doubtful accounts P

8 Inventories for sale or use

9 Prepaid expenses and deferred charges103 Investments - U.S. and state government obligations

b lnvestments - corporate stock STMT 8c Investments - corporate bonds

11 Investments -land,buildIngs,and equipment basis P

Less accumulated depreciation P12 Investments - mortgage loans13 lnvestments - other

14 Land, buildings, and equipment: basis PLess accumulated depreciation P

15 Other assets (describe P STATEMENT 9 )

8473201. 12527567. 12527567.

Assets

34460. 34460.5128613. 5051307. 12391284.

16 Totalassets(tobecompletedbyallfilers) 26415153. 26900019. 34239324.17 Accounts payable and accrued expenses18 Grants payable19 Deferred revenue

E 20 Loans from officers, directors, trustees, and other disqualified persons

21 Mortgages and other notes payable

Other liabilities (describe b EXCISE TAX PAYABLE)

L"ab" "t es

22 29381. O.2a Tolar iiaiiiiiiies (add lines 17 through 22) 2 9 3 8 1 . 0 .

Foundations that follow SFAS 117, check here P LIand complete lines 24 through 26 and lines 30 and 31.Unrestricted

Temporarily restricted

Permanently restricted

Foundations that do not follow SFAS 117, check here P LX1and complete lines 27 through 31.

Capital stock, trust principal, or current funds

Paid-in or capital surplus, or land, bldg., and equipment fund

Retained earnings, accumulated income, endowment, or other fundsTotal net assets or fund balances

hCe$

24

25

26

Net Assets or Fund Ba a

27

28

29

30

0. 0.0. 0.26385772. 26900019.26385772. 26900019.

31 Total liabilities and net assets/fund balances 26415153 . 26900019 .Analysis of Changes in Net Assets or Fund Balances1 Total net assets or fund balances at beginning of year - Part II, column (a), line 30

(must agree with end-of-year figure reported on prior year"s return)2 Enter amount from Part I, line 27a

3 Other increases not included in line 2 (itemize) P4 Add lines 1, 2, and 3

5 Decreases not included in line 2 (itemize) P

6 Total net assets or fund balances at end of year (line 4 minus line 5) - Part ll, column (Q), line 30

26385772.. 514247.OI

C551-BIDIND-B

26900019.0.

2 6 9 0 0 0 1 9 .Form 990-PF (2009)

92351102-02-10


129998. 247648. 246976. N

F0fm 990-PF (2009) HUBERFELD FAMI LY FOUNDATION INC 1 3 - 4 0 4 2 5 4 3 - I Part IV.I- Capital Gains and Losses for Tax on Investment Incomel I, l (b How acqu red

, I%I$lZLi32fftZ$EE$IZ.f*2??3.3l.pJ32TI?i?3I5*JZi?..8582?? Igzggfgaqefg "IHIIEIEZIIITII il2I?%*$y?tIi31a 131.3745 SH PLATINUM OPPORTUNITY FUND P 07/01/09 12/31/09b 956.64 SH GREY20 OFFSHORE FUND LTD P 06/05/09 10/21/09

O20

(6) Gross Sales price (I) Depreciation allowed (g) Cost or other basis(or allowable) plus expense of sale155076. 131374.661992. 945931.(h) Gain or (loss)

(e) plus (I) minus (g)

23702.-283939.

@2053

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69

, (") Adtusted basis (k) Excess of col. (i)(I) F-M-V- as of 12/31/59 ,as of 12/31/69 over coi. (I), ii any

(I) Gains (Col. (h) gain minuscol. (k), but not less than -0-) or

Losses (from col. (h))

23702.-283939.

@2033

lf gain, also enter in Part I, line 72 Capital gain net income or (net capital loss) lf (loss), enter -0- in Part l, line 7 2 - 2 6 0 2 3 7 .3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):

It gain, also enter in Part I, line 8, column (c). Iif (loss enter -0- in Pan i, line e a N/ AI Part VLI Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income(For optional use by domestic private foundations subiect to the section 4940(a) tax on net investment income.)

lf section 4940(d)(2) applies, leave this part blank.

Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? D Yes Ii-I NoIf "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.1 Enter the appropriate amount in each column for each yearg see instructions before making any entries.(ii) ,, G (dl

Calendar ygaesfofggfgegfagggmmng ln) Adjusted qualifg/Ing distributions Net value of noncI1a)ritable-use assets (C0), II)l)SIII(tI,lIjt$?jnbI,aII((Il, (0))2008 3181569. 26311856. .1209182007 1389816. 22021176. .O631132006 1574641. 18913754. .0832542005 1020171. 15235110. .0669622004 I 1150693. 16412638. .O701102 Total of line 1,column (d) 2 . 4043573 Average distribution ratio for the 5-year base period - divide the total on line 2 by 5, or by the number of years

the foundation has been in existence if less than 5 years 3 .080871

4 Enter the net value of noncharitable-use assets tor 2009 from Part X, line 5 4 3 0 0 5 4 7 7 9 .

5 Muiupiyiimmbyiinea 5 2430560 .6 Enter 1% of net investment income (1% of Part l, line 27b) 6 1 0 8 7 7 .7 Addlines5and6 7 2441437.8 Enter qualifying distributions from Part XII, line 4 8 2 8 7 1 5 1 7 .

lf line 8 is equal to or greater than line 7, check the box in Part Vl, line 1b, and complete that part using a 1% tax rate.See the Part Vl instructions.923521 oz-02-10 Form 990-PF (2009)


FUN" 990-PF (2009) HUBERFELD FAMILY FOUNDATION INC 1 3 - 4 0 4 2 5 4 3 - I Part VLI Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948 - see instructions)

1a Exempt operating foundations described in section 4940(d)(2), check here P I-I and enter "N/A" on line 1.

Date of ruling or determination letter: (attach copy of letter if necessary-see instructions)b Domestic foundations that meet the section 4940(e) requirements in Part V, check here P IE and enter 1% 1 1 O 8 7 7 .

of Part l, line 27b

c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part l, line 12, col. (b)

2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 0 . I

SDIO

3 Addlines1and2 10877.4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)5 Tax based on investment income. Subtract line 4 from line 3. lf zero or less, enter -0- 1 O 8 7 7 .6 Credits/Payments:a 2009 estimated tax payments and 2008 overpayment credited to 2009 6a 4 5 3 3 7 .b Exempt foreign organizations -tax withheld at source Ec Tax paid with application for extension of time to file (Form 8868) md Backup withholding erroneously withheld m7 Total credits and payments. Add lines 6a through 6d 4 5 3 3 7 .8 Enter any penalty for underpayment of estimated tax. Check here III if Form 2220 is attached9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed

oi A

Ol

GD@NI

P10 Overpayment. lf line 7 is more than the total of lines 5 and 8, enter the amount overpaid 3 44 6 0 . I

V

-L-A-LS

11 Enterthe amount of line 10to be: Creditedto 2010 estimated tax P 34460 .Iitefundedb 0 .I Part VII-A I Statements Regarding Activities

1a During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in Yes N0 Iany political campaign? -13. Xb Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see instructions for definition)? 1b X

lf the answer is "Yes" to 13 or 1)), attach a detailed descnption of the activities and copies of any matenals published ordistributed by the foundation in connection with the activities.

c Did the foundation file Form 1120-POL for this year? tlc Xd Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. P $ 0 . (2) On foundation managers. P $ 0 .e Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed on foundationmanagers.) $ O .

2 Has the foundation engaged in any activities that have not previously been reported to the IRS? 2 Xlf "Yes," attach a detailed descnption of the activities.

3 Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or

bylaws, or other similar instruments? lf "YES, " 2ff8Ch 8 C0flf0"fled COPY Of the 0/12/1995 i X4a Did the foundation have unrelated business gross income of $1,000 or more during the year? 1- Xb lf "Yes," has it filed a tax return on Form 990-T for this year? N/ A

5 Was there a liquidation, termination, dissolution, or substantial contraction during the year? Xlf "Yes, " attach the statement required by General Instruction T.

6 Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

0 By language in the governing instrument, or

0 By state legislation that effectively amends the governing instrument so that no mandatory directions that conflict with the state lawremain in the governing instrument? 6 X7 Did the foundation have at least $5,000 in assets at any time during the year? 7 X

lf "Yes," complete Part ll, col. (c), and Part XV.

8a Enter the states to which the foundation reports or with which it is registered (see instructions) PNY

.usmama

b If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate)

of each state as required by Genera/ Instruction G? lf "No, " attach explanation 8b X -19 ls the foundation claiming status as a private operating foundation within the meaning of section 4942())(3) or 4942(i)(5) for calendar

year 2009 or the taxable year beginning in 2009 (see instructions for Part XlV)? /f "YGS, " COMP/efe Paff X/V 9 X10 Did 3TI)Lp8TSOTlS b6C0m8 SUDSIEHIIEI COFIITIDUIOTS UUTITIQ the IBX YEHF? If "Yes," attach a schedule Iistinq their names and addresses 10 X

Form 990-PF (2009)

92353102-02- 10


Form 990-PF (2009) HUBERFELD FAMILY FOUNDATION INC 1 3 - 4 0 4 2 5 4 3 P309 5- I Part Vll-A I Statements Regarding Activities (continued)

11 At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the meaning of

section 512(b)(13)? If "Yes," attach schedule (see instructions) 11 X12 Did the foundation acquire a director indirect interest in any applicable insurance contract beforeAugust 17, 2008? X13 Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Website address P N/ A14 The books are in care of P WAGNER , FERBER , FINE & ACKERMAN PLLC Telephone no. P 5 1 6 - 3 2 8 - 3 8 0 0

Located at P 66 S . TYSON AVENUE FLORAL PARK , N . Y . ZlP+4 bl 1 0 0115 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 - Check here P I:I

and enter the amount of tax-exempt interest received or accrued during the vear P I 15 I N/AI Part VII-B I Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies. YES N01a During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? III Yes IE No(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)a disqualified person? SI Yes III No(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? I:I Yes IE No(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? I-.J Yes IE No(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? I:I Yes IE No(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period after

termination of government service, if terminating within 90 days.) I3 Yes IE Nob lf any answer is "Yes" to 1a(1)-(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)? N/ AOrganizations relying on a current notice regarding disaster assistance check here P I3

c Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts, that were not correctedbefore the first day of the tax year beginning in 2009? 1c X2 Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private operating foundation

defined in section 4942(i)(3) or 4942(i)(5)):

a At the end of tax year 2009, did the foundation have any undistributed income (lines 6d and 6e, Part Xlll) for tax year(s) beginningbefore 2009? I:I Yes IE Nolf "Yes," list the years P , , ,b Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect

valuation of assets) to the year"s undistributed income? (lf applying section 4942(a)(2) to all years listed, answer "No" and attachstatement- see instructions.) N/ A 2bc If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.P , . ,

3a Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any timeduring the year? D Yes lil Nob If "Yes," did it have excess business holdings in 2009 as a result of (1) any purchase by the foundation or disqualified persons after

May 26, 1969, (2) the lapse ofthe 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose

of holdings acquired by gift or bequestg or (3) the lapse of the 10-, 15-, or 20-year first phase holding period? (USS SCHSUU/9 C.Form 4720, to determine if the foundation had excess business holdings in 2009.) N / A 3b

4a Did the foundation invest during the year any amount in a manner that would ieopardize its charitable purposes? 4a -Lb Did the foundation make any investment in a prior year (but after December 31, 1969) that could ieopardize its charitable purpose that

had not been removed from Ieqpardy before the first dav of the tax year beginning in 2009? 4b X

L1..-.

Form 990-PF (2009)

92354102-02-10


Form 990-PF (2009) HUBERFELD FAMILY FOUNDATION INC 1 3 - 4 0 4 2 5 4 3 Page eI Part VII-B I Statements Regarding Activities for Which Form 4720 May Be Required (continued)

" 5a During the year did the foundation pay or incur any amount to:

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? III Yes lil No(2) Influence the outcome of any specific public electron (see section 4955), or to carry on, directly or indirectly,any voter registration drive? Z Yes lil No(3) Provide a grant to an individual for travel, study, or other similar purposes? lj Yes lm No(4) Provide a grant to an organization other than a charitable, etc., organization described in section

509(a)(1), (2), or (3), or section 4940(d)(2)"7 it Yes lil No(5) Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for

the prevention of cruelty to children or animals? III Yes lil Nob If any answer is "Yes" to 5a(1)-(5), did any ofthe transactions fail to qualify under the exceptions described in Regulations

section 53.4945 or in a current notice regarding disaster assistance (see instructions)? N/ A 5bOrganizations relying on a current notice regarding disaster assistance check here P Cl

c lf the answer is "Yes" to question 5a(4), does the foundation claim exemption from the tax because it maintained

expenditure responsibility for the grant? N/A III Yes lj NoIf " Yes, " attach the statement required by Regulations section 53.4945-5(d).

6a Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums ona personal benefit contract? lj Yes III Nob Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? 6b X

If "Yes" to 6b, file Form 8870.

7a At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? III Yes lil Nob it/es, did the foundation receive any-proceeds or have any net income attributable to the transaction? N/ A 7b

Information About Officers, Directors, Trustees, Foundation Managers, HighlyPart VI" Paid Employees, and Contractors1 List all officers, directors, trustees, foundation managers and their compensation.

b Title, and avera e (C) C0mD@f1Sall0" d C0"""*""0"S*0 e Ex ense

ia) Name and address hgu)rs per week devogled (If not paid, "S""?2(Zedbe$2f,Td"Ia"s agzcbunl), othero position enter -0-) compensation allowancesMURRAY HUBERFELD PRESIDENT/DIRECTOR15 MANOR LANELAWRENCE, NY 11559 0.00 0. 0. 0.SEYMOUR HUBERFELD SECRTY/TREAS/DIRECTOR24 BRIARWOOD LANELAWRENCE, NY 11559 0.00 0. 0. 0.RAE HUBERFELD DIRECTOR1409 EAST 24TH STREETBROOKLYN, NY 11210 0.00 0. 0. 0.2 Compensation of five highest-paid employees (other than those included on line 1). lf none, enter "NONE."

b Title, and average d C0""*"""0"S"* (e) Ex ense(a) Name and address of each employee paid more than $50,000 ( )hours per week (0) Compensation e$""?2Hf,ed"52,,"Td""a"s account, otherdevoted to position compenenen allowances

NONE

Total number of other employees paid over $50,000 P I 0Form 990-PF (2009)

92355102-02-10


F0011 996-PF (2009-) HUBERFELD FAMILY FOUNDATI ON INC 1 3 - 4 0 4 2 5 4 3 P309 7- Information About Off" ,D" t rs, Tru t ,Foundat" M , H" hl

Part vm Paid Employees, and gzgnfracltltsrts Zvfrfinuedi ees lon anagers Ig y3 Five highest-paid independent contractors for professional services. If none, enter "NONE."

(a) Name and address of each person paid more than $50,000 (b) Type of service (c) CompensationNONE

P 0Total number of others receiving over $50,000 for professional services

I Part IX-A I Summary of Direct Charitable ActivitiesList the foundation"s four largest direct charitable activities during the tax year. Include relevant statistical information such as thenumber of organizations and other beneficiaries served, conferences convened, research papers produced, etc.

Expenses

1 N/A2

3

4

l Part IX-B I Summary of Program-Related InvestmentsDescribe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount

1 N/A2

All other program-related investments. See instructions.3

Total. Add lines 1 through 3

92358102-02-10

0 IForm 990-PF (2009)


Form 990"PF (20099 HUBERFELD FAMILY FOUNDATION INC 1 3 - 4 0 4 2 5 4 3 Page 9Mil1iml-lm lnVe5tm9nt R9tUl"n (All domestic foundations must complete this part. Foreign foundations, see instmctions.)

1 Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes:

a Average monthly fair market value of securities 1 1 6 6 1 2 7 0 .b Average of monthly cash balances 9 7 1 6 9 4 6 .c Fair market value of all other assets 9 1 3 4 2 5 0 .ii roiiii(iiiiiiiiniis1a,b,and c) 30512466 .e Reduction claimed for blockage or other factors reported on lines 1a andtc (attach detailed explanation) I te I 0 .

Acquisition indebtedness applicable to line 1 assetsSubtract line 2 from line 1d 3051246 6 .Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see instructions) 4 5 7 6 8 7 .Net value of noncliaritable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4 3 0 0 5 4 7 7 9 .Minimum investment return. Enter 5% of line 5 6 1 5 0 2 7 3 9 .

Distributable Amount (see instructions) (Section 4942(i)(3) and (i)(5) private operating foundations and certainforeign organizations check here p Z1 and do not complete this part.)

1 Minimum investment return from Part X, line 6 1 1 5 0 2 7 3 9 .2a Tax on investment income for 2009 from Part VI, line 5 1 O 8 7 7 .

b Income tax for 2009. (This does not include the tax from Part VI.)c Adaiiiiesaaandab 10877 .Distributable amount before adlustments. Subtract line 2c from line 1 1 4 9 1 8 6 2 .Recoveries of amounts treated as qualifying distributions 0 .Addlines3and4 1491862.Deduction from distributable amount (see instructions) 0 .Distributable amount as adlusted. Subtract line 6 from line 5. Enter here and on Part Xlll, line 1 1 4 9 1 8 6 2 .

Qualifying Distributions (see instructions)1 Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

a Expenses, contributions, gifts, etc. - total from Part l, column (d), line 26 1a 2 8 7 1 5 1 7 .b Program-related investments - total from Part IX-B 1b 0 .2 Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc., purposes 23 Amounts set aside for specific charitable proiects that satisfy the:

a Suitability test (prior IRS approval required) 3ab Cash distribution test (attach the required schedule) 3b

4 Qualifying distributions Add lines 1a through 3b. Enter here and on Part V, line 8, and Part Xlll, line 4 4 2 8 7 1 5 1 7 .5 Foundations that qualify under section 4940(e) for the reduced rate of tax on net investmentincome. Enter 1% oi Pan i, line 27h 5 1 0 8 7 7 .6 Adjusted qualifying distributions. Subtract line 5 from line 4 6 2 8 6 0 6 4 0 .

Note The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for the section4940(e) reduction of tax in those years.

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Form 990-PF (2009)

923571O2-02-10


F0fm 990-PF (20099 HUBERFELD FAMILY FOUNDATION INC 1 3 - 4 0 4 2 5 4 3 P209 9D Undistributed Income (see instructions)* (2) lb) lvl (dlCorpus Years prior to 2008 2008 20091 Distributable amount for 2009 from Part Xl, lline7 1491862.

2 Undistributed Income, If any, as of the end of 2009a Enter amount for 2008 only 0 .b Total for prior years:1 1 0 *

3 Excess distributions carryover, if any, to 2009:

a From 2004

b From 2005

cFrom2006 575656.iiriom2oo7 333355.ermm2ooe 1957966.l Total of lines 3a through e 2 8 6 6 9 7 7 .

4 Qualifying distributions for 2009 from

Panxii,iiiie4:bs 2871517.a Applied to 2008, but not more than line 2a 0 .b Applied to undistributed income of prior

years (Election required - see instructions) 0 .c Treated as distributions out ol corpus

(Electron required - see instructions) 0 .d Applied to 2009 distributable amount 1 4 9 1 8 6 2 .e Remaining amount distributed out ot corpus 1 3 7 9 6 5 5 .5 Excess distributions carryover applied to 2009 0 . 0 0

(lf an amount appears in column (d), the same amountmust be shown in column (a))

6 Enter the net total ot each column asindicated below:

8 Corpus Add lines Sf, 4c, and 4e Subtract line 5

b Prior years" undistributed income. Subtractline 4b from iiiie 2b 0 .c Enter the amount ot prior years"

undistributed income for which a notice ofdeficiency has been issued, or on whichthe section 4942(a) tax has been previouslyassessed 0 .

d Subtract line 6c from line 6b. Taxableamount- see instructions 0 .e Undistributed income for 2008. Subtract line4a from line 2a. Taxable amount- see instr. 0 .f Undistributed income for 2009. Subtract

lines 4d and 5 from line 1. This amount mustbe distributed iii 2010 O .7 Amounts treated as distributions out of

corpus to satisfy requirements imposed by

section 170(b)(1)(F) or 4942(g)(3) O .8 Excess distributions carryover from 2004

not applied online 5 or line 7 0 .9 Excess distributions carryover to 2010.

Subtract lines 7 and 8 from line Ba 4 2 4 6 6 3 2 .10 Analysis ot line 9:

a Excess from 2005

b Excess from 2006

c Excess from 2007

d Excess from 2008

e Excess from 2009

575656.333355.

1957966.1379655.

Form 990-PF (2009)92358102-02-10


4246632. 1

F0fm 990-PF 2009) HUBERFELD FAMILY FOUNDATION INC 1 3 - 4 0 4 2 5 4 3 - I Part Xl-VI Private Operating Foundations (see instructions and Pan vii-A, question 9) N / A

1 a lf the foundation has received a ruling or determination letter that it is a private operating Ifoundation, and the ruling is effective for 2009, enter the date ofthe ruling pb Check box to indicate whether the foundation is a private operating foundation described in section I I 4942(i)(Q) or I I 4942(j)(Q)

2 a Enter the lesser of the adiusted net THX year Pfi0f 3 l/GETSincome from Part l or the minimum (8) 2009 (0) 2000 (0) 2007 id) 2006 (9) T013*investment return from Part X for

each year listedb 85% of line 2a

c Qualifying distributions from Part Xll,

line 4 for each year listed

d Amounts included in line 2c not

used directly for active conduct of

exempt activities

e Qualifying distributions made directly

for active conduct of exempt activities.

Subtract line 2d from line 2c3 Complete 3a, b, or c for the

alternative test relied upon:a "Assets" alternative test - enter:

(1) Value of all assets

(2) Value of assets qualifyingunder section 4942(i)(3)(B)(i)

b "Endowment" alternative test - enter2/3 of minimum investment returnshown in Part X, line 6 for each yearlisted

c "Support" alternative test - enter:

(1) Total support other than grossinvestment income (interest,dividends, rents, payments onsecurities loans (section512(a)(5)), or royalties)

(2) Support from general publicand 5 or more exemptorganizations as provided insection 4942(i)(3)(B)(iii)

(3) Largest amount of suppoit froman exempt organization

(5) Gross investment incomePart XV Supplementary Information (Complete this part only if the foundation had $5,000 or more in assets

at any time during the year-see the instructions.)1 Information Regarding Foundation Managers:

a List any managers of the foundation who have contributed more than 2% ofthe total contributions received by the foundation before the close of any taxyear (but only if they have contributed more than $5,000). (See section 507(d)(2).)

NONEb List any managers of the foundation who own 10% or more of the stock ofa corporation (or an equally large portion ofthe ownership of a partnership or

other entity) of which the foundation has a 10% or greater interest.

NONE2 information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here P SI if the foundation only makes contributions to preselected charitable organizations and does not accept unsolicited requests for funds. lfthe foundation makes gifts, grants, etc. (see instructions) to individuals or organizations under other conditions, complete items 2a, b, c, and d.

a The name, address, and telephone number of the person to whom applications should be addressed:

MURRAY HUBERFELD , 212-581-0500152 WEST 57TH STREET , NEW YORK , NY 10019

b The form in which applications should be submitted and information and materials they should include:LETTER

c Any submission deadlines:NONE

d Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other factors:NONE

92seo1 02-02-io Form 990-PF (2009)1 0


F0fm 99(-PPP (20099 HUBERFELD FAMILY FOUNDATION INC 1 3 - 4 0 4 2 5 4 3 Part XV I Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment- Recipient It recipient is an individual,

show any relationship to Foundation Purpose of grant or Amountan foundation mana er SIEIUS Of COf1UIbUiIOI"iName and address (home or business) or gubstamlal conmblgltor recipient

8 Paid dunng the year

SEE STATEMENT 1 OTotal P 3a 2871517.b Approved for future payment

NONE

Total P 3h 0 ,92"" 02-02-10 Form 990-PF (zoos)11


Form 990-PF (2009-) HUBERFELD FAMILY FOUNDATI ON INC 1 3 - 4 0 4 2 5 4 3 . Part XVI-A Analysis of Income-Producing Activities

Enter gross amounts unless otherwise Indicated. I Unrelated business income I sxeiuaea by section s12,s1a,ef 514(a) b. Business ( ) sion1 Program service revenue:

(C l IeiEXJU- (d) Related or exemptcode Amount cod, Amount function income

b

Q20

1

g Fees and contracts from government agencies2 Membership dues and assessments

3 Interest on savings and temporary cashinvestments 1 4 2035724 Dividends and interest from securities 1 4 8827885 Net rental Income or (loss) from real estate:

a Debt-financed propertyb Not debt-financed property

6 Net rental Income or (loss) from personal

Df0D9lW7 Other Investment income 1 4 13188 Gain or (loss) from sales of assets otherthan Inventory 1 8 -2602379 Net income or (loss) from special events

10 Gross profit or (loss) from sales of inventory11 Other revenue:

a

b

c

d

e

12 Subtotal. Add columns (b), (d), and (e) 0 . 827441Q on13 Total. Add line 12, columns (b), (d), and (e)

-(See worksheet In line 13 Instructions to verify calculations.)

13 827441

Part XVI-B Relationship of Activities to the Accomplishment of Exempt Purposes

Line No. Explain below how each activity for which Income is reported in column (e) of Part XVI-A contributed importantly to the accomplishment ofy the foundatIon"s exempt purposes (other than by providing funds for such purposes).

35333.20 Form 990-PF (2009)12

10180713 758338 40458B 2009.04000 HUBERFELD FAMILY FOUNDATION 404583-1

Form 990-PF 2009") HUBERFELD FAMILY FOUNDATION INC 1 3 - 4 0 4 2 5 4 3 Part XVII Information Regarding Transfers To and Transactions and Relationships With Noncharitable

Exempt Organizations1 Drd the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of YES N0

the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?a Transfers from the reporting foundation to a noncharitable exempt organization oft(1) cash 1ai1) ,X(2) Other assets 1a(2) -X1b Other transactions:

(1) Sales of assets to a noncharitable exempt organization 1b(1)(2) Purchases of assets from a noncharitable exempt organization 1b(2)(3) Rental of facilities, equipment, or other assets 1b(3)(4) Reimbursement arrangements .1b(5).(5) Loans or loan guarantees QQ)

QIQI1c

NNNNNNN

(6) Performance of services or membership or fundraising solicitations

c Sharing of facilities, equipment, mailing lists, other assets, or paid employees

d If the answer to any ofthe above is "Yes," complete the following schedule. Column (b) should always show the fair market value ofthe goods, other assets,

or services given by the reporting foundation. lf the foundation received less than fair market value in any transaction or sharing arrangement, show in

column (d) the value of the goods, other assets, or services received.

(3) Llne no (IJ) AITIOUIII IIIVOIVGU (G) Name Of FIOIICIIHIIIBIJIC CXETIIDI OTQGIIIZHIIOII (0) Description of transfers, transactions, and sharing arrangements

N/A

x

2a Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations described

in section 501(c) ofthe Code (other than section 501(c)(3)) or in section 527? III Yes If-I N0b lf "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationshipN/A

Under penalties of perjury, I declar I have examined this return, Including accompanying schedules and statements, and to the best of my knowledge and belief, it is tme, correct,and complete Declaration of pr er (o er than tax ayer or fiduciary) is based on all information of w ich preparer has any knowledge

S"gn Here

, isloR?vts , ?oZEsiDEf&T X*l)i(lE,cJmf1Signature of officer or trustee Date TitlePTBDHTBTIS DBIG CITE-CK If Preparer"s Identifying number- - Sieriature * S 2?# ioyed P lj I* */*UAW )

-- m"s name (oiyours WAGNER FERBER FINE 8: ACKERMAN , PLLC EIN P 14/ - 7 0 79/5Nfllfmvlvvedl. 6 6 SOUTH TYSON AVENUE""""*a"" Zlmde *FLORAL PARK , NY 1 1 0 0 1 Phone no. 5 1 6/3 2 8 - 3 8 0 0

Pa dPreparer"sUse On y

ai

Form 990-PF (2009)

92362202-02- 10


Schedule- B Schedule of Contributors OMBNO ,,,5,,,,,,- (Form 990, 990-EZ.

or 990-PF) 5 Attach io Form 990, 990-Ez, or 990-PF.Department of the TreasuryInternal Revenue Service

Name of the organization Employer identification numberHUBERFELD FAMILY FOUNDATION INC 13-4042543

Organization type (check one)

Filers of: Section:Form 990 or 990-EZ E 501 (c)( ) (enter number) organization

II 4947(a)(1) nonexempt charitable trust not treated as a private foundation

II 527 political organization

Form 990-PF IE 501(c)(3) exempt private foundation

lj 4947(a)(1) nonexempt charitable trust treated as a private foundation

I-:I 501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule See instructions.

General Rule

III For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more (in money or property) from any onecontributor. Complete Parts I and II.

Special Rules

lj For a section 501(c)(3) organization filing Form 990 or 990-EZ that met the 33 1/3% support test of the regulations under sections509(a)(1) and 170(b)(1)(A)(vi), and received from any one contributor, during the year, a contribution of the greater of (1) $5,000 or (2) 2%of the amount on (i) Form 990, Part VIII, line 1h or (ii) Form 990-EZ, line 1. Complete Parts I and Il.

E For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor, during the year,aggregate contributions of more than $1,000 for use GXC/USIVG/Y for religious, charitable, scientific, literary, or educational purposes, orthe prevention of cruelty to children or animals Complete Parts I, II, and III.

lj For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor, during the year,contributions for use EXC/USIVS/Y for religious, charitable, etc , purposes, but these contributions did not aggregate to more than $1,000.If this box is checked, enter here the total contributions that were received during the year for an GXC/US/Ve/Y religious, charitable, etc ,purpose Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusivelyreligious, charitable, etc , contributions of $5,000 or more during the year P $

Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990, 990-EZ, or 990-PF),but it must answer "No" on Part IV, line 2 of its Form 990, or check the box on line H of its Form 990-EZ, or on line 2 of its Form 990-PF, to certify

that it does not meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF).

LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions Schedule B (Form 990, 990-EZ, or 990-PF) (2009)for Form 990, 990-EZ, or 990-PF.

923451 02-01-10


schedule B(Form seo,-seo-Ez, eroao-PF)(2oo9) paga 1 of 1 ofpani" Name Of 0F02l1il3fi0" Employer identification numberHUBERFELD FAMILY FOUNDATION INC 13-4042543Part I Contributors (see instructions)(2) (b)No. Name, address, and ZIP + 4

(C)

Aggregate contributions(d)

Type of contribution

1

$

(2) (b)No. Name, address, and ZIP + 4

lc)Aggregate contributions

Person IEPayroll II)Noncash Z1

(Complete Part Il if thereis a noncash contribution.)

(d)Type of contribution

2 MURRAY HUBERFELD

1 5 MANOR LANE $ 2600000.LAWRENCE, NY 11559(8) (b)

No. Name, address, and ZIP + 4(0)

Aggregate contributions

Person IZPayroll IINoncash lj

(Complete Part ll if thereis a noncash contribution)

id)Type of contribution

$

(2) (b)No. Name, address, and ZIP + 4

(Cl


Person ljPayroii (IINoncash III

(Complete Part ll if thereis a noncash contribution )

ld)Type of contribution

(al (blNo. Name, address, and ZIP + 4

S

(C)


Person EPaymii l-llNoncash II

(Complete Part ll if thereis a noncash contribution.)

(dlType of contribution

(3) (b)N0- Name, address, and ZIP + 4

$

(C)


Person ijPayroll L--INoncash I:-I

(Complete Part ll if thereis a noncash contribution.)

ld)Type of contribution

923452 02-01-10

$

Schedule B (Form 990, 990-EZ, Or 990-PF) (2009)

Person ljPayroii ENoncash lj

(Complete Part ll if thereis a noncash contribution )

1510180713 758338 40458B 2009.04000 HUBERFELD FAMILY FOUNDATION 40458B,-1

HUBERFELD FAMILY FOUNDATION INC 13-4042543

FORM 990-PF INTEREST ON SAVINGS AND TEMPORARY CASH INVESTMENTS STATEMENT 1

SOURCE AMOUNTMETROPOLITAN NATIONAL BANK 29960.SIGNATURE BANK 85062.VALLEY NATIONAL BANK 25042.WACHOVIA BANK 63508.TOTAL TO FORM 990-PF, PART I, LINE 3, COLUM A 203572.

FORM 990-PF DIVIDENDS AND INTEREST FROM SECURITIES STATEMENT 2

CAPITAL GAINS COLUM (A)SOURCE GROSS AMOUNT DIVIDENDS AMOUNTAARON ELBOGEN TRUST 43750. 43750.EXCELL FINANCIAL CORP 273750. 273750.KIMEL & KIMMEL 376688. 376688.NORMAN SEIDENFELD 5000. 5000.PIPER RUDNICK 183600. 183600.

OOCOCo l O 0 0

TOTAL TO FM 990-PF, PART I, LN 4 882788. 0. 882788.

FORM 990-PF OTHER INCOME STATEMENT 3(A) (B) (C)

REVENUE NET INVEST- ADJUSTEDDESCRIPTION PER BOOKS MENT INCOME NET INCOME57TH ST PARTNERS 1318. 1318.TOTAL TO FORM 990-PF, PART I, LINE 11 1318. 1318.

16 STATEMENT(S) 1, 2, 310180713 758338 40458B 2009.04000 HUBERFELD FAMILY FOUNDATION 40458B-1

HUBERFELD FAMILY FOUNDATION INC 13-4042543* rFORM 990-PF ACCOUNTING FEES STATEMENT 4

(A) (B) (C) (D)EXPENSES NET INVEST- ADJUSTED CHARITABLE

DESCRIPTION PER BOOKS MENT INCOME NET INCOME PURPOSESACCOUNTING 3465. 0. 0.TO FORM 990-PF, PG 1, LN 16B 3465. 0. 0.

FORM 990-PF TAXES STATEMENT 5(A) (B) (C) (D)

EXPENSES NET INVEST- ADJUSTED CHARITABLEDESCRIPTION PER BOOKS MENT INCOME NET INCOME PURPOSESEXCISE TAX 11788. 0. 0.TO FORM 990-PF, PG 1, LN 18 11788. 0. 0.

FORM 990-PF OTHER EXPENSES STATEMENT 6(A) (B) (C) (D)

EXPENSES NET INVEST- ADJUSTED CHARITABLEDESCRIPTION PER BOOKS MENT INCOME NET INCOME PURPOSESFEE TO NYS ATTORNEY GENERAL 750. 0. 0.BANK CHARGES 49. 0. 0.BAD DEBTS 25625. 0. 0.TO FORM 990-PF, PG 1, LN 23 26424. 0. 0.

17 STATEMENT(S) 4, 5, 610180713 758338 40458B 2009.04000 HUBERFELD FAMILY FOUNDATION 40458B-1


FORM 990-PF OTHER NOTES AND LOANS REPORTED SEPARATELY STATEMENT 7

BORROWER"S NAME TERMS OF REPAYMENT INTEREST RATEKAREN KATZ 600/MO. 6.00%DATE OF MATURITY ORIGINAL DESCRIPTION OF FMV OF

NOTE DATE LOAN AMOUNT CONSIDERATION CONSIDERATION03/29/00 05/29/04 30000. 0.SECURITY PROVIDED BY BORROWER PURPOSE OF LOAN

NONE ASSIST INDIVIDUAL IN NEEDDOUBTFUL ACCT FMV

RELATIONSHIP OF BORROWER BALANCE DUE ALLOWANCE OF LOANNONE 0. 0. 0.BORROWER"S NAME TERMS OF REPAYMENT INTEREST RATECHABAD OF CUPATURO 556/MO .00%DATE OF MATURITY ORIGINAL DESCRIPTION OF FMV OF

NOTE DATE LOAN AMOUNT CONSIDERATION CONSIDERATION10/19/04 10/19/07 20000. O.SECURITY PROVIDED BY BORROWER PURPOSE OF LOAN

NONE ASSIST RELIGIOUS ORGANIZATIONDOUBTFUL ACCT FMV

RELATIONSHIP OF BORROWER BALANCE DUE ALLOWANCE OF LOANNONE 0. 0. 0.

18 STATEMENT(S) 710180713 758338 40458B 2009.04000 HUBERFELD FAMILY FOUNDATION 40458B-1


BORROWER"S NAME TERMS OF REPAYMENT INTEREST RATEMORTGAGES RECEIVABLE VARIOUS 12.00%DATE OF MATURITY ORIGINAL DESCRIPTION OF FMV OF

NOTE DATE LOAN AMOUNT CONSIDERATION CONSIDERATIONVARIOUS VARIOUS 6210000. REAL ESTATE MORTGAGES 0.SECURITY PROVIDED BY BORROWER PURPOSE OF LOAN

REAL ESTATE MORTGAGE INVESTMENT

DOUBTFUL ACCT FMVRELATIONSHIP OF BORROWER BALANCE DUE ALLOWANCE OF LOANNONE 6460000. 0. 6460000.BORROWER"S NAME TERMS OF REPAYMENT INTEREST RATEAMERICAN FRIENDS OF CHESED L"ORCHIM 4000/MO .00%DATE OF MATURITY ORIGINAL DESCRIPTION OF FMV OF






BORROWER"S NAME TERMS OF REPAYMENT INTEREST RATEEXCELL FINANCIAL CORP AT MATURITY 9.00%DATE OF MATURITY ORIGINAL DESCRIPTION OF FMV OF


CORP & PERSONAL GUARANTIES INVESTMENT

DOUBTFUL ACCT FMVRELATIONSHIP OF BORROWER BALANCE DUE ALLOWANCE OF LOANNONE 3000000. 0. 3000000.BORROWER"S NAME TERMS OF REPAYMENT INTEREST RATEIRWIN GOLDSTEIN 700/MO .00%DATE OF MATURITY ORIGINAL DESCRIPTION OF FMV OF

NOTE DATE LOAN AMOUNT CONSIDERATION CONSIDERATION05/22/07 18500. 0.SECURITY PROVIDED BY BORROWER PURPOSE OF LOAN

PERSONAL GUARANTY HELP NEEDY INDIVIDUALDOUBTFUL ACCT FMV


20 STATEMENT(S) 710180713 758338 40458B 2009.04000 HUBERFELD FAMILY FOUNDATION 40458B*1


BORROWER"S NAME TERMS OF REPAYMENT INTEREST RATEWILLIAM LIPMAN 500/M0 .00%DATE OF MATURITY ORIGINAL DESCRIPTION OF FMV OF


PERSONAL GUARANTY HELP NEEDY INDIVIDUALDOUBTFUL ACCT FMV

RELATIONSHIP OF BORROWER BALANCE DUE ALLOWANCE OF LOANNONE 4500. 0. 4500.BORROWER"S NAME TERMS OF REPAYMENT INTEREST RATERETURN SHUVU 15000/MO .00%DATE OF MATURITY ORIGINAL DESCRIPTION OF FMV OF



RELATIONSHIP OF BORROWER BALANCE DUE ALLOWANCE OF LOANNONE 0. O. 0.



BORROWER"S NAME TERMS OF REPAYMENT INTEREST RATEYESHIVA DARCHEI TORAH 13889/MO .00%DATE OF MATURITY ORIGINAL DESCRIPTION OF FMV OF

NOTE DATE LOAN AMOUNT CONSIDERATION CONSIDERATIONO6/30/08 01/10/10 250000. 0.SECURITY PROVIDED BY BORROWER PURPOSE OF LOAN


RELATIONSHIP OF BORROWER BALANCE DUE ALLOWANCE OF LOANNONE 13887. 0. 13887.BORROWER"S NAME TERMS OF REPAYMENT INTEREST RATENAFTALI FEIGENBAUM 500/M0 .00%DATE OF MATURITY ORIGINAL DESCRIPTION OF FMV OF


NONE HELP NEEDY INDIVIDUALDOUBTFUL ACCT FMV




BORROWER"S NAME TERMS OF REPAYMENT INTEREST RATETRISTATE PODIATRY PC 2222/MO .00%DATE OF MATURITY ORIGINAL DESCRIPTION OF FMV OF


NONE HELP NEEDY INDIVIDUALDOUBTFUL ACCT FMV

RELATIONSHIP OF BORROWER BALANCE DUE ALLOWANCE OF LOANNONE 13333. 0. 13333. 1BORROWER"S NAME TERMS OF REPAYMENT INTEREST RATEYESHIVA KETANA OF LONG ISLAND 10000/MO .00%DATE OF MATURITY ORIGINAL DESCRIPTION OF FMV OF


NONE ASSIST EDUCATIONAL INSTITUTIONDOUBTFUL ACCT FMV



l HUBERFELD FAMILY FOUNDATION INC 13-4042543W T iiBORROWER"S NAME TERMS OF REPAYMENT INTEREST RATEYESHIVA KETANA OF LONG ISLAND 10000/MO .00%DATE OF MATURITY ORIGINAL DESCRIPTION OF FMV OF

NOTE DATE LOAN AMOUNT CONSIDERATION CONSIDERATION08/14/08 05/16/10 100000SECURITY PROVIDED BY BORROWER PURPOSE OF LOAN

NONE ASSIST EDUCATIONAL INSTITUTION

0 onDOUBTFUL ACCT FMV

RELATIONSHIP OF BORROWER BALANCE DUE ALLOWANCE OF LOANNONE 100000. 0. 100000.BORROWER"S NAME TERMS OF REPAYMENT INTEREST RATESAMUEL REICH 1666/MO .00%DATE OF MATURITY ORIGINAL DESCRIPTION OF FMV OF

NOTE DATE LOAN AMOUNT CONSIDERATION CONSIDERATION12/24/08 01/24/09 5018SECURITY PROVIDED BY BORROWER PURPOSE OF LOAN

PERSONAL GUARANTY ASSIST INDIVIDUAL IN NEED

c olDOUBTFUL ACCT FMV


STATEMENT(S) 72410180713 758338 40458B 2009.04000 HUBERFELD FAMILY FOUNDATION 40458B-1

HUBERFELD FAMILY FOUNDATION INC 13-4042543.

BORROWER"S NAME TERMS OF REPAYMENT INTEREST RATED. REIS LUMP SUM .00%DATE OF MATURITY ORIGINAL DESCRIPTION OF FMV OF


PERSONAL GUARANTY ASSIST INDIVIDUAL IN NEED

DOUBTFUL ACCT FMVRELATIONSHIP OF BORROWER BALANCE DUE ALLOWANCE OF LOANNONE 25000. 0. 25000.BORROWER"S NAME TERMS OF REPAYMENT INTEREST RATETIFERET MORDECHAI 4167/MO .00%DATE OF MATURITY ORIGINAL DESCRIPTION OF FMV OF






BORROWER"S NAME TERMS OF REPAYMENT INTEREST RATE.Q- i

AARON ELBOGEN IRREVOCABLE TRUST LUMP SUM 7.00%DATE OF MATURITY ORIGINAL DESCRIPTION OF FMV OF

NOTE DATE LOAN AMOUNT CONSIDERATION CONSIDERATIONO9/08/09 09/08/10 2500000

SECURITY PROVIDED BY BORROWER PURPOSE OF LOAN

INVESTMENTS IN TWO INVESTMENTPARTNERSHIPS

I onDOUBTFUL ACCT FMV

RELATIONSHIP OF BORROWER BALANCE DUE ALLOWANCE OF LOANNONE 2500000. 0. 2500000.BORROWER"S NAME

SABSY YOSELOVSKY

DATE OF MATURITYNOTE DATE

ORIGINALLOAN AMOUNT

TERMS OF REPAYMENT

500/M0

DESCRIPTION OFCONSIDERATION

08/18/09 12/18/12 20000

SECURITY PROVIDED BY BORROWER PURPOSE OF LOAN

PERSONAL GUARANTY HELP NEEDY INDIVIDUAL

INTEREST RATE

.0O%

FMV OFCONSIDERATION

0.

DOUBTFUL ACCT FMVRELATIONSHIP OF BORROWER BALANCE DUE ALLOWANCE OF LOANNONE 18000. 0. 18000.



BORROWER"S NAME TERMS OF REPAYMENT INTEREST RATEYESHIVA KETANA OF LONG ISLAND 15000/MO .00%

DATE OF MATURITY ORIGINAL DESCRIPTION OF FMV OFNOTE DATE LOAN AMOUNT CONSIDERATION CONSIDERATION

06/22/09 06/22/10 690000.SECURITY PROVIDED BY BORROWER PURPOSE OF LOAN

0.


RELATIONSHIP OF BORROWER BALANCE DUE ALLOWANCE OF LOANNONE 175000. 0. 175000.TOTAL TO FORM 990-PF, PART II, LINE 7 12527567. 0. 12527567.

FORM 990-PF CORPORATE STOCK STATEMENT 8

FAIR MARKETDESCRIPTION BOOK VALUE VALUEPLATINUM PARTNERS VALUE ARBITRAGE(INTERNATIONAL) LTDMENGOLD RESOURCES INCTINTIC GOLD MINESGREY2 OFFSHORE FUND LTDPLATINUM LIQUID OPPORTUNITY FUND LTD

TOTAL TO FORM 990-PF, PART II, LINE 10B

FORM 990-PF OTHER ASSETS

3764144. 11254152.306469. 47832.58000. 9280.54069. 54681.868625. 1025339.5051307. 12391284.

STATEMENT 9

BEGINNING OF END OF YEAR FAIR MARKETDESCRIPTION YR BOOK VALUE BOOK VALUE VALUESUSPENSE 4004. 672. 0.ATTORNEY"S ESCROW ACCOUNT 123150. 91900. 91900.. 0 0.DUE FROM BROKER 2844DUE FROM PLATINUM LIQUIDOPPORTUNITY FUND 0. 155076. 155076.TO FORM 990-PF, PART II, LINE 15 129998. 247648. 246976.

STATEMENT(S) 7 8 927 , ,10180713 758338 40458B 2009.04000 HUBERFELD FAMILY FOUNDATION 40458B-1

N HUBERFELD FAMILY FOUNDATION INC 13-4042543

FORM 990-PF GRANTS AND CONTRIBUTIONS STATEMENT 10PAID DURING THE YEAR

AGUDATH ISRAEL OF LONG ISLAND NONE42 BROADWAY NEW YORK, NY 10005 RELIGIOUS ORPGANIZTION

ALEPH INSTITUTE NONE9540 COLLINS AVE SURFSIDE, FL RELIGIOUS ORPGANIZTION33154

AMERICAN COMMITTEE FOR SHAARE NONEZEDEK MEDICAL CENTER ASSIST CHARITY49 WEST 45TH ST NEW YORK, NY10036

AMERICAN FRIENDS OF BET EL NONE68-27 JUNO STREET FOREST HILLS, RELIGIOUS ORPGANIZTIONNY 11375

AMERICAN FRIENDS OF BNOT TORAH NONEPO BOX 300596 BROOKLYN, NY ASSIST SCHOOL11230

AMERICAN FRIENDS OF GIRLS TOWN NONEOHR CHODESH ASSIST SCHOOL1431 CONEY ISLAND AVENUEBROOKLYN, NY 11230

AMERICAN FRIENDS OF KEDUMIM NONE221 BROADMOOR CT UNION, NJ ASSIST CHARITY07083

AMERICAN FRIENDS OF KOLLEL NONEZICHRON YOSEF RELIGIOUS ORGANIZTION1450 36TH STREET BROOKLYN, NY11218

RECIPIENT RELATIONSHIP RECIPIENTRECIPIENT NAME AND ADDRESS AND PURPOSE OF GRANT STATUS AMOUNT

PUBLICCHARITY

PUBLICCHARITY

PUBLICCHARITY

PUBLICCHARITY

SCHOOL

SCHOOL

PUBLICCHARITY

PUBLICCHARITY

10000.

2000.

206000.

18000.

9000.

117500.

1000.

2500.

2 8 STATEMENT( S ) 1 010180713 758338 40458B 2009.04000 HUBERFELD FAMILY FOUNDATION 40458B-1

HUBERFELD FAMILY Fornmm-1oN INC 1 3 - 4 o 42 5 4 3AMERICAN FRIENDS OF MIGDAL OHR1560 BROADWAY NEW YORK, NY10036*

BARNARD COLLEGE3009 BROADWAY NEW YORK, NY10027

BETH JACOB OF BORO PARK1371 46TH STREET BROOKLYN, NY11219

BNEI ARAM SOVA1437 OCEAN PARKWAY BROOKLYN, NY11230

CHABAD LUBAVITCH MITZVAH TANK777 EASTERN PARKWAY BROOKLYN,NY 11213

CHAI LIFELINE151 WEST 30TH STREET NEW YORK,NY 10001

CONG BNEI TORAH OF LAWRENCE41 MARTIN LANE LAWRENCE, NY11559

CONG CHAYA SARAH975 FOREST AVE LAKEWOOD, NJ08701

CONG CHEVRA SHAAS543 BEDFORD AVENUE BROOKLYN, NY11211

CONG HEICHAL DOVID215 CENTRAL AVENUE LAWRENCE, NY11559

NONEASSIST CHARITY

NONEASSIST UNIVERSITY

NONEASSIST SCHOOL

NONERELIGIOUS

NONERELIGIOUS

NONERELIGIOUS

NONERELIGIOUS

NONERELIGIOUS

NONERELIGIOUS

NONERELIGIOUS

ORGANIZTION

ORGANIZTION

ORGANIZTION

ORGANIZTION

ORGANIZTION

ORGANIZTION

ORGANIZTION

PUBLICCHARITY

5000.

UNIVERSITY 10000.

SCHOOL

PUBLICCHARITY

PUBLICCHARITY

PUBLICCHARITY

PUBLICCHARITY

PUBLICCHARITY

PUBLICCHARITY

PUBLICCHARITY

150000.

10000.

26200.

11000.

1000.

3000.

1000.

1800.


HUBERFELD FA:-11 LY FOUNDA-1-1 oN INC 1 3 - 4 o 4 2 54 3CONG TOLDOS TZVI NONE3420 BEDFORD AVE BROOKLYN, NY RELIGIOUS ORGANIZTION11210*

CONGREGATION AHAVAS TZDOKAH NONEV"CHESED HELP NEEDY INDIVIDUALS1347 42ND STREET BROOKLYN, NY11218

CONGREGATION BAIS AVRAHOM ZEV NONE2 ROCKAWAY TPKE LAWRENCE, NY RELIGIOUS ORGANIZTION11559

CONGREGATION BETH SHOLOM NONE390 BROADWAY LAWRENCE, NY 11559 RELIGIOUS ORGANIZTION

DAVIS MEMORIAL FUND NONE25 LAWRENCE AVE LAWRENCE, NY HELP NEEDY INDIVIDUALS11559

GATEWAY ORGANIZATION NONE11 WALLESBERG CIRCLE MONSEY, NY RELIGIOUS ORGANIZTION10952

GEMACH MOSHE AHARON NONE1348 48TH ST BROOKLYN, NY 11219 ASSIST CHARITY

JERUSALEM OPEN HOUSE NONE3014 AVENUE L BROOKLYN, NY RELIGIOUS ORGANIZTION11210

JEWISH EDUCATION PROGRAM OF LONG NONEISLAND RELIGIOUS ORGANIZTION110 ROCKAWAY TURNPIKE LAWRENCE,NY 11559

KARNOH SHEL TORAH NONE1351 E 10TH ST BROOKLYN, NY RELIGIOUS ORGANIZTION11230

iiiPUBLIC 1000.CHARITY

PUBLIC 810000.CHARITY

PUBLICCHARITY

220000.

PUBLIC 1806.CHARITY

PRIVATEFOUNDATION

1000.


PUBLIC 360.CHARITY


PUBLICCHARITY

3800.



HUBERFELD FAMILY FOUNDATION INC 13-4042543KHAL ZIGHRON ARYEH LEIB1160 EAST 28TH ST BROOKLYN, NY11210*

KIDS OF COURAGE1220 E 7TH STREET BROOKLYN, NY11230

KIMPATORIN AID202 KNEAP STREET BROOKLYN, NY11211

KOLLEL AVREICHIM515 COLDSTREAM AVENUE TORONTO,ONTARIO, CANADA

KOLLEL SHABBOS1351 E 10TH ST BROOKLYN, NY11230

MANHATTAN HIGH SCHOOL FOR GIRLS499 PARK AVE NEW YORK, NY 10022

MAOR106 OLD COURT ROAD BALTIMORE,MD 21208

MECHON LEHORA"AH168 MAPLE AVE MONSEY, NY 10952

MESIVTA BAIS DAVID OF CHERRYHILL31 MAPLE AVENUE CHERRY HILL, NJ08002

MESIVTA OF BAYSWATER2837 WESTBOURNE AVENUE FARROCKAWAY, NY 11691

NONERELIGIOUS ORGANIZTION




NONEASSIST SCHOOL

NONEASSIST SCHOOL



NONEASSIST SCHOOL

NONEASSIST SCHOOL

PUBLICCHARITY

PUBLICCHARITY

PUBLICCHARITY

PUBLICCHARITY

SCHOOL

SCHOOL

PUBLICCHARITY

PUBLICCHARITY

PUBLICCHARITY

PUBLICCHARITY

11800.

5000.

10000.

1500.

95000.

60000.

1800.

14000.

1000.

5000.


HUBERFELD FAMILY FOUNDATION INC

MIKDASH-MELECH1326 OCEAN PARKWAY BROOKLYN, NY11230

OHEL CHILDRENS HOME & FAMILYSERVICES4510 16TH AVE BROOKLYN, NY11204

RABBI ISAAC ELCHANAN THEOLOGICALSEMINARY2540 AMSTERDAM AVENUE NEW YORK,NY 10033

ROFEH CHOLIM CANCER SOCIETY762 BEDFORD AVENUE BROOKLYN, NY11205

TORAH ACADEMY FOR GIRLS444 BEACH 6TH STREET FARROCKWAY, NY 11691

TORAH ORE1362 E 21ST STREET BROOKLYN, NY11210

YESHIVA CHASAM SOFER18 HEYWARD STREET BROOKLYN, NY11211

YESHIVA CHOFETZ CHAIM82 HIGHVIEW ROAD SUFFERN, NY10901

YESHIVA MASORAS AVOS23 CONGRESS ST LAKEWOOD, NJ08701

YESHIVA ME"OR YITZCHOK65 DYKSTRA WAY MONSEY, NY 10952


NONEHELP NEEDY INDIVIDUALS

NONEASSIST

NONEASSIST

NONEASSIST

NONEASSIST

NONEASSIST

NONEASSIST

NONEASSIST

NONEASSIST

SCHOOL

CHARITY

SCHOOL

CHARITY

SCHOOL

SCHOOL

SCHOOL

CHARITY

PUBLICCHARITY

PUBLICCHARITY

PUBLICCHARITY

PUBLICCHARITY

SCHOOL

PUBLICCHARITY

SCHOOL

SCHOOL

PUBLICCHARITY

PUBLICCHARITY

13-4042543

10000.

5000.

100000.

1000.

28000.

360.

40000.

25000.

1000.

36000.


HUBERFELD FAMILY FOUNDATION INC

YESHIVA-OF FAR ROCKAWAY802 HICKSVILLE ROAD FARROCKAWAY, NY 11691

YESHIVA OHAVEI TORAH OFRIVERDALE450 W 250TH STREET RIVERDALE,NY 10471

YESHIVA OHR YISROEL OF ATLANTA1458 HOLLY LANE ATLANTA, GA30329

YESHIVA OR HATORAH2119 HOMECREST AVE BROOKLYN, NY11229

YESHIVA S"HOR YOSHUV1 CEDARLAWN AVENUE LAWRENCE, NY11559

YESHIVA SHAAREY YOSHER4102 16TH AVENUE BROOKLYN, NY11204

YESHIVA TAL CHAIM343 OCEAN PARKWAY BROOKLYN, NY11218

YESHIVAS MIRRER YERUSHALAYIM

YOUNG ISRAEL OF CENTURY CITY9317 WEST PICO BLVD LOSANGELES, CA 90035

NONEASSIST

NONEASSIST

NONEASSIST

NONEASSIST

NONEASSIST

NONEASSIST

NONEASSIST

NONEASSIST


SCHOOL

SCHOOL

SCHOOL

SCHOOL

SCHOOL

SCHOOL

SCHOOL

SCHOOL

PUBLICCHARITY

PUBLICCHARITY

SCHOOL

SCHOOL

SCHOOL

SCHOOL

SCHOOL

PUBLICCHARITY

PUBLICCHARITY

13-4042543

6800.

1800.

1800.

1000.

75000.

5000.

360.

5000.

500.

TOTAL TO FORM 990-PF, PART XV, LINE 3A 2871517.M.


Form 8868 * Application for Extension of Time To File an(Rev Aprii20o9) EXemp1Z Organizatign Return oivie Ne.1545-1709Department ol the Treasuryiniemai Revenue service P File a separate application for each return.0 If you are filing for an Automatic 3-Month Extension, complete only Part I and check this box P lil0 lf you are filing for an Additional (Not Automatic) 3-Month Extension, complete only Part II (on page 2 of this form)Do not complete Part ll unless you have already been granted an automatic 3-month extension on a previously filed Form 8868.

Part I Automatic 3-Month EX1IenSi0rI Of Tim6. Only submit original (no copies needed)

A corporation required to file Form 990-T and requesting an automatic 6-month extension - check this box and completePart I only P ljAll other corporations Uncluding 1120-C filers), partnerships, REM/Cs, and trusts must use Fomi 7004 to request an extension of timeto file income tax retums

Electronic Filing (e-file). Generally, you can electronically file Form 8868 if you want a 3-month automatic extension of time to file one of the returnsnoted below (6 months for a corporation required to file Form 990-T). However, you cannot file Form 8868 electronically if (1) you want the additional(not automatic) 3-month extension or (2) you file Forms 990-BL, 6069, or 8870, group returns, or a composite or consolidated Form 990-T. Instead,you must submit the fully completed and signed a e 2 (Part ll) of Form 8868. For more details on the electronic filing of this form, visitwww.irs.gov/efi/e and Click on e-fi/e for Chanties 5 Aganprofits.

Name of Exempt Organization Employer identification numberType orprint HUBERFELD FAMILY FOUNDATION INC 13-4042543

Number, street, and room or suite no If a P.O. box, see instructions.1 5 2 WEST 57TH STREETCity, town or post office, state, and ZIP code. For a foreign address, see instructionsNEW YORK, NY 10019

Check type of return to be tiIed(file a separate application for each return):

File by thedue date forlillng yourreturn Seeinstructions

lj Perm 4720I:-I Form 5227Il Form 6069III Form 0870

E Form 990 SI Form 990-T (corporation)Cl Form 990-BL Z Form 990-T (sec. 401(a) or 408(a) trust)II Form 990-EZ lj Form 990-T (trust other than above)lil Perm 990-PF III Ferm1041-A

WAGNER , FERBER , FINE & ACKERMAN PLLC0 The books are in the care of P 5 6 S . TYSON AVENUE FLORAL PARK , N . Y . - 1 1 0 0 1

TelephoneNo.P 516-328-3800 FAXNo.P0 lf the organization does not have an office or place of business in the United States, check this box P E0 If this is for a Group Return, enter the organizations four digit Group Exemption Number (GEN) . If this is for the whole group, check thisbox P Z1 . If it is for part of the group, check this box P lj and attach a list with the names and ElNs of all members the extension will cover.

1 I request an automatic 3-month (6-months for a corporation required to file Form 990-T) extension of time untilAUGUST 1 5 , 2 0 1 0 , to file the exempt organization return for the organization named above The extension

is for the organization*s return for.P lil calendar year 2 0 0 9 orP lj tax year beginning , and ending .

2 If thus tax year is for less than 12 months, check reason: lj Initial return lj Final return lj Change in accounting period

3a If this application is for Form 990-BL, 990-PF, 990-T. 4720, or 6069, enter the tentative tax, less anynonrefundable credits. See instructions 3a 1 3 3 0 4 .b If this application is for Form 990-PF or 990-T, enter any refundable credits and estimated

tax payments made. Include amLprior year overpayment allowed as a credit 3b $ 4 5 3 3 7 .c Balance Due. Subtract llne 3b from line 3a Include your payment with this form, or, if required,

deposit with FTD coupon or, if required, by using EFTPS (Electronic Federal Tax Payment System).See instructions. Sc 0 .Caution. If you are going to make an electronic fund withdrawal with this Form 8868, see Form 8453-EO and Form 8879-EO for payment instructions.

LHA For Privacy Act and Papeniiiork Reduction Act Notice, see Instructions. Form 8868 (Rev. 4-2009)

92383105-26-09


f q90 pf return of private foundation 0m5ne1545-0052...

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