THE STEINBERG FAMILY FUND INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE STEINBERG FAMILY FUND INC (EIN 13-3254493)
- Tax period
- 2022-12-01 to 2023-11-30
- Filed
- 2024-04-11
- IRS object ID
- 202411029349100001
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-11T00:01:00-05:00 | ReturnTs |
| Tax Period End | 2023-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 853808913 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOX AND ASSOCIATES CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 167 HIGH POND DRIVE | AddressLine1Txt |
| City | JERICHO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133254493 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STEINBERG FAMILY FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEI | BusinessNameControlTxt |
| Phone | 2127526400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO A FOX 167 HIGH POND DRIVE | AddressLine1Txt |
| City | JERICHO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT M STEINBERG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2127526400 | PhoneNum |
| Signature | 2024-04-11 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | STEINBERG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JUSTIN B FOX | PreparerPersonNm |
| PTIN | P01517849 | PTIN |
| Phone | 2127526400 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,477,069 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $10,241 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,241 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $193,870 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $193,870 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$54,893 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,700,495 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $20,661 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $41,579 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $169,879 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $245,690 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,750 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,067 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $564 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,081 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,831 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,648 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,145 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $416,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $416,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $430,698 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,145 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $418,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$260,819 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $236,545 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $518 | CashBOYAmt |
| Cash EOY | $518 | CashEOYAmt |
| Cash EOYFMV | $518 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $185,794 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $222,794 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $222,794 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $630 | AcctRcvblAmt |
| Acct Rcvbl BOY | $630 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $630 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $630 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $3,181,179 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,138,225 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,280,375 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,888,769 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,567,099 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,638,858 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,349,500 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,416,305 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,333,894 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,606,390 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,345,571 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,477,069 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,135,876 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,135,876 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,470,514 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,209,695 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,606,390 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,345,571 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,606,390 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,345,571 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,606,390 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$260,819 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,345,571 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,345,571 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 10,000 SH. CAPITAL ONE FINANCIAL 5% PREFERRED | P | $196,020 | $249,234 | -$53,214 | -$53,214 |
| 39 SH. ALPHABET INC | P | $3,961 | $5,554 | -$1,593 | -$1,593 |
| 64 SH. APPLE INC | P | $9,490 | $9,575 | -$85 | -$85 |
| 3,454,000 US TREASURY BILL | P | $3,454,000 | $3,454,000 | $0 | $0 |
| 20,000 SH. COWEN INC. 7.75% | P | $500,000 | $500,000 | $0 | $0 |
| 1,537,000 US TREASURY BILL | P | $1,537,000 | $1,537,000 | $0 | $0 |
| VERALTO CORP CASH IN LIEU | P | $24 | $25 | -$1 | -$1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$54,893 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,288 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,288 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,288 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,536 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,536 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $15 | EsPenaltyAmt |
| Tax Due | $767 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FOX ASSOCIATES CPAS PC | IndividualWithBooksNm |
| Phone | 2127526400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1969 EAST 36TH STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11234 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT STEINBERG | ||||||||
| 711 SOUTH OCEAN BLVD | DELRAY BEACH | FL | 334836635 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| SUZANNE STEINBERG | ||||||||
| 711 SOUTH OCEAN BLVD | DELRAY BEACH | FL | 334836635 | V.P. & TREAS | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,165,773 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $227,248 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,393,021 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,393,021 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $125,895 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,267,126 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $413,356 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $413,356 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,288 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,288 | TotalTaxAmt |
| Distributable Before Adj | $410,068 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $410,068 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $410,068 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $418,050 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $418,050 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $410,068 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $415,684 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $418,050 | QualifyingDistributionsAmt |
| Applied To Year1 | $415,684 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,366 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $407,702 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT STEINBERG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| McCarthy's Wildlife Sanctuary | |||||||||||
| 12943 61st St North | WEST PALM BEACH | FL | 33412 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $7,500 | |||||
| Chovevet Torah | |||||||||||
| 3700 HENRY HUDSON PKWY | BRONX | NY | 10463 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $25,000 | |||||
| PragerU | |||||||||||
| 15021 Ventura Blvd | Sherman Oaks | CA | 91403 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $35,000 | |||||
| Fido Fixers | |||||||||||
| PO BOX 4801 | GREENWICH | CT | 06831 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $75,000 | |||||
| Wildlife Conservation | |||||||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $5,000 | |||||
| PAP Corps | |||||||||||
| 1191 E NEWPORT CENTER DRIVE SUITE | DEERFIELD BEACH | FL | 33442 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $500 | 107 | ||||
| Eating Disorder Alliance | |||||||||||
| 4400 n Congress Ave Suite 100 | WEST PALM BEACH | FL | 33407 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $1,000 | |||||
| Stamford Little League | |||||||||||
| PO BOX 4568 | Stamford | CT | 06907 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $5,000 | |||||
| Chabad | |||||||||||
| 75 MASON STREET | GREENWICH | CT | 06830 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $1,800 | |||||
| Hospital for Special Surgery | |||||||||||
| 535 E 70th St | NEW YORK | NY | 10021 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $10,000 | |||||
| Tanglewood | |||||||||||
| 297 WEST STREET | LENOX | MA | 01240 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $5,000 | |||||
| ASIRT | |||||||||||
| 11769 Gainsborough Road | Potomac | MD | 20854 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $10,000 | |||||
| Amer Friends in Kenya | |||||||||||
| 40 SUNRISE TERRACE | WETHERSFIELD | CT | 06109 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $5,000 | |||||
| Red Cross | |||||||||||
| 99 INDIAN FIELD RD | GREENWICH | CT | 06830 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $5,000 | |||||
| Underground Railroad | |||||||||||
| 700 N VALLEY ST STE B | ANAHEIM | CA | 92801 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $2,500 | |||||
| Bike HSS | |||||||||||
| 1 BLACHLEY ROAD | Stamford | CT | 06902 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $5,000 | |||||
| UJA CT | |||||||||||
| ONE HOLLY HILL LANE | GREENWICH | CT | 06830 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $10,000 | |||||
| Pan Mass Challenge | |||||||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $6,000 | |||||
| Shabbat Shalom Fax | |||||||||||
| PO Box 2261 | Beverly Hills | CA | 90213 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $2,000 | |||||
| Stamford Hospital | |||||||||||
| ONE HOSPITAL PLAZA | STAMFORD | CT | 06902 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $20,000 | |||||
| Leffell School | |||||||||||
| 30 Dellwood Road | White Plains | NY | 10605 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $100,000 | |||||
| UFFIAS | |||||||||||
| 1604 McCarty Dr 1008 | Gainesville | FL | 32603 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $1,500 | |||||
| PB Cty Sheriffs Foundation | |||||||||||
| 3228 Gun Club Road | WEST PALM BEACH | FL | 33406 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $1,500 | |||||
| Friends of Bet-El | |||||||||||
| 911 GREEN PL | WOODMERE | NY | 11598 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $2,500 | |||||
| Chabad of Palm Beach | |||||||||||
| 361 S County Rd | Palm Beach | FL | 33480 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $3,000 | |||||
| Key West Tropical Forest | |||||||||||
| 5200 College Road | Key West | FL | 33040 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $1,250 | |||||
| Farm Worker Coordinating | |||||||||||
| 1123 Crestwood Blvd | Lake Worth Beach | FL | 33460 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $1,000 | |||||
| ME Forum | |||||||||||
| 1500 WALNUT ST SUITE 1050 | PHILADELPHIA | PA | 19102 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $5,000 | |||||
| Federation of PB | |||||||||||
| 1 Harvest Circle 100 | WEST PALM BEACH | FL | 33409 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $10,000 | |||||
| Magen David | |||||||||||
| 352 Seventh Ave Ste 400 | NEW YORK | NY | 10001 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $10,000 | |||||
| Wildlife Conservation Foundation | |||||||||||
| 8535 Northlake Blvd | WEST PALM BEACH | FL | 33412 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $5,000 | |||||
| Western Wall Fdn | |||||||||||
| NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $5,000 | HaOmer 2 Jerusalem | Jerusalem | IS | 97500 | |||||
| United Way | |||||||||||
| 500 West Putnam Avenue 415 | GREENWICH | CT | 06830 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $2,500 | |||||
| Benji Hillman Fdn | |||||||||||
| NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $5,000 | POB 767 | Raanana | IS | 4310701 | |||||
| Investigative Project | |||||||||||
| 5614 CONNECTICUT AVE NW NO 341 | WASHINGTON | DC | 20015 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $5,000 | |||||
| Greenwich Academy | |||||||||||
| 200 N MAPLE AVE | GREENWICH | CT | 06830 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $2,500 | |||||
| No Dogs Left Behind | |||||||||||
| 244 5th Ave Sute 200 | NEW YORK | NY | 10001 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $5,000 | |||||
| America Gives | |||||||||||
| 1732 1st Ave 27091 | NEW YORK | NY | 10128 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $5,000 | |||||
| Polk Sheriff Charities | |||||||||||
| 1891 Jim Keene Blvd | Winter Haven | FL | 33880 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $5,500 | |||||
| Bet El | |||||||||||
| 6827 Juno St | Forest Hills | NY | 11375 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $3,500 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $416,050 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,241 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $193,870 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,661 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$54,893 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $169,879 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $169,879 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | NOT APPLICABLE |
| 4 | NOT APPLICABLE |
| 8 | NOT APPLICABLE |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $1,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MORGAN STANLEY US TREASURY BILL | BondNm |
| EOY Book Value | $3,567,099 | EOYBookValueAmt |
| EOYFMV | $3,638,858 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY SMITH BARNEY | $939,151 | $945,971 |
| MORGAN STANLEY SMITH BARNEY-67332 | $2,199,074 | $2,334,404 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | FMV | $317,529 | $203,769 |
| MORGAN STANLEY SMITH BARNEY-MUTUAL FUNDS | FMV | $528,104 | $528,104 |
| MORGAN STANLEY SMITH BARNEY-ETF AND CLOSED-END FUNDS | FMV | $497,706 | $527,800 |
| MORGAN STANLEY SMITH BARNEY-67332-ETF AND CLOSED-END FUNDS | FMV | $72,966 | $74,221 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEE | $250 | $0 | $250 |
| MGMT FEES | $6,831 | $6,831 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP DISTRIBUTION | $20,918 | $20,918 | $20,918 |
| PARTNERSHIP WITHDRAWALS | -$20,918 | $0 | -$20,918 |
| NORTH HAVEN CREDIT PARTNERS II OFFSHORE PFIC INCOME | $20,661 | $20,661 | $20,661 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $3,503 | $0 | $0 |
| FOREIGN TAXES | $564 | $564 | $0 |
Comments