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BARBARA A STIEFEL FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
BARBARA A STIEFEL FOUNDATION INC (EIN 27-0878154)
Tax period
2023-01-01 to 2023-12-31
Filed
2025-03-27
IRS object ID
202540869349100114
Schema version
2023v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-03-27T09:37:49-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt
Disaster ReliefHURRICANE MILTONDisasterReliefTxt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BERKOWITZ POLLACK BRANTBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 S BISCAYNE BLVD 7th FLAddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33131ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN270878154EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Barbara A Stiefel Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% ADAM COHEN CPAInCareOfNm
Business Name ControlBARBBusinessNameControlTxt
Phone3053799164PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 141128AddressLine1Txt
CityCoral GablesCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33114ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBARBARA STIEFELPersonNm
Person TitleSecretaryPersonTitleTxt
Phone3053799164PhoneNum
Signature2024-04-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAdam Cohen CPAPreparerPersonNm
PTINP00541985PTIN
Phone3053797000PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$198,964FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$414,680ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$414,681TotalRevAndExpnssAmt
Total Net Invst Incm$1TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$14,680AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,340AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$7,340AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$200OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$100OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$100OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,880TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,440TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,440TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$357,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$357,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$371,880TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,440TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$364,440TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$42,801ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$156,163CashBOYAmt
Cash EOY$198,964CashEOYAmt
Cash EOYFMV$198,964CashEOYFMVAmt
Total Assets BOY$156,163TotalAssetsBOYAmt
Total Assets EOY$198,964TotalAssetsEOYAmt
Total Assets EOYFMV$198,964TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$156,163NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$198,964NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$156,163TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$198,964TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$156,163TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$198,964TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$156,163TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$42,801ExcessRevenueOverExpensesAmt
Subtotal$198,964SubtotalAmt
Tot Net Ast Or Fund Balances EOY$198,964TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Subtotal$0SubtotalAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ADAM COHEN CPABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3053797000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1C/O BPB 200 S BISCAYNE BLVD 7THAddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33131ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (true)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Barbara A Stiefel
PO Box 141128Coral GablesFL33114President/Treasurer/Director2.5$0$0$0
Christine E Stiefel
PO Box 141128Coral GablesFL33114Vice President/Director1.25$0$0$0
Erik Schmollinger
PO Box 141128Coral GablesFL33114Secretary/Director1.25$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$176,720AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$176,720TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$176,720AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,651CashDeemedCharitableAmt
Net Vl Noncharitable Assets$174,069NetVlNoncharitableAssetsAmt
Minimum Investment Return$8,703MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$8,703MinimumInvestmentReturnAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$8,703DistributableBeforeAdjAmt
Distributable Before Ded$8,703DistributableBeforeDedAmt
Distributable As Adjusted$8,703DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$364,440ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$364,440QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,703DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$38,895ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$3,939ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$77,234ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$319,439ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,068,595ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,508,102TotalExcessDistributionCyovAmt
Qualifying Distributions$364,440QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$8,703AppliedToCurrentYearAmt
Remaining Distri From Corpus$355,737RemainingDistriFromCorpusAmt
Total Corpus$1,863,839TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$38,895ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,824,944ExcessDistriCyovToNextYrAmt
Excess From Year4$3,939ExcessFromYear4Amt
Excess From Year3$77,234ExcessFromYear3Amt
Excess From Year2$319,439ExcessFromYear2Amt
Excess From Year1$1,068,595ExcessFromYear1Amt
Excess From Current Year$355,737ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBARBARA A STIEFELContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdAddress Line2RecipientUSAddress/AddressLine2Txt
Leukemia & Lymphoma Society
3 International Drive Suite 200Rye BrookNY10573NonePCDonation$1,000
African Wildlife Foundation
NoneNCGRANT WILL BE USED TO CONSERVE AFRICA'S WILDLIFE AND WORK WITH AFRICAN LEADERSHIP TO LEVERAGE WILDLIFE AND WILD LANDS AS ESSENTIAL TO DEVELOPMENT. EXPENDITURE RESPONSIBILITY UNDERTAKEN - SEE ATTACHED STATEMENT PURSUANT TO IRC 53.4945-5(D)(2)$2,000502 Ngong RdNairobiKE
Media Matters
POBOX 44811WashingtonDC20026NonePCDonation$150,000
The Miami Symphony Orchestra
3900 N Miami AveMiamiFL33127NonePCDonation$100,000
Environmental Defense Fund
1875 CONNECTICUT AVE NW SUITE 600WASHINGTONDC20009NonePCDonation$50,000
Everytown for Gun Safety
POBOX 3886New YorkNY10163NonePCDonation$25,000
Charity Navigator
299 Market Street Suite 250Saddle BrookNJ07663NonePCDonation$1,000
Women for Women
2000 M St NW Suite 750-AWASHINGTONDC20036NonePCDonation$1,000
Electronic Frontier Foundation
815 Eddy StreetSan FranciscoCA94109NonePCDonation$1,000
African Students Education
200 S Biscayne Blvd 7th FloorMiamiFL33131Erik Smollinger is a member of the boardPFDonation$5,000
The Center for American Progress
1333 H Street NWWashingtonDC20005NonePCDonation$20,000Suite 100E
Fistula Foundation
1700 The AlamedaSan JoseCA95126NonePCDonation$1,000Suite 300
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$357,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1ExclusionAmt
FieldValueIRS element (for citing)
Dividends And Interest From Sec DtlDividendsAndInterestFromSecDtl
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor Person1947 Holdings LTDContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 141128AddressLine1Txt
CityCoral GablesCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33114ZIPCd
FieldValueIRS element (for citing)
Total Contributions$414,680TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$14,680Amt
Net Investment Income$7,340NetInvestmentIncomeAmt
Disbursements Charitable Prps$7,340DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Depreciation Schedule DepreciationSchedule

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$200RevenueAndExpensesPerBooksAmt
Net Investment Income$100NetInvestmentIncomeAmt
Disbursements Charitable Prps$100DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc

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