CHARLES STEIN FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES STEIN FAMILY FOUNDATION INC (EIN 47-2579153)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-31
- IRS object ID
- 202402139349100305
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-31T09:49:39-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650218667 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOMMERS EVERHART & KOHLER PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 380 COLUMBIA DRIVE SUITE 111 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33409 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472579153 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHARLES STEIN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 5615330344 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2204 NOTRE DAME | AddressLine1Txt |
| City | LAKE WORTH BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33460 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES STEIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5615330344 | PhoneNum |
| Signature | 2024-07-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARBARA K SOMMERS | PreparerPersonNm |
| PTIN | P00037291 | PTIN |
| Phone | 5616409800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,799,863 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $500,643 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $41,643 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,643 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$94,786 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,088,952 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $272,598 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $447,500 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $314,241 | 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 | $4,490 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,490 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,152 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,582 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,521 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $61 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,224 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,521 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,551 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $211,890 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $211,890 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $236,114 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,521 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $216,441 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $211,386 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $298,720 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $52,094 | CashEOYAmt |
| Cash EOYFMV | $52,094 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $224,595 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $262,010 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $262,010 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $3,288 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,288 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $162,227 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,656,959 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,936,705 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,105,452 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $389,293 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $387,553 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $377,019 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,433,074 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,641,650 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,799,863 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,810 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,810 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,430,264 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,641,650 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,430,264 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,641,650 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,433,074 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,641,650 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,430,264 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $211,386 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,641,650 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,641,650 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $5,597,318 | $5,702,596 | -$105,278 | -$105,278 | ||
| 1200 SHS ALPHABET CL A | $144,043 | $31,416 | $112,627 | $112,627 | 2023-07-07 | |
| 1000 SHS ALPHABET CL A | $135,064 | $32,772 | $102,292 | $102,292 | 2023-11-30 | |
| 750 SHS AMAZON | $108,573 | $12,249 | $96,324 | $96,324 | 2023-11-30 | |
| 1000 SHS CONOCO PHILIPS | $103,924 | $37,321 | $66,603 | $66,603 | 2023-07-07 | |
| CLASS ACTION SETTLEMENT | $9 | $9 | $9 | |||
| CAPITAL GAINS DIVIDENDS | $21 | $21 | $21 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $272,598 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,152 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,152 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,152 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,440 | 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 | $7,440 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,288 | OverpaymentAmt |
| Applied To ES Tax | $3,288 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | FL | 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 | NONE | WebsiteAddressTxt |
| Individual With Books | CHARLES STEIN | IndividualWithBooksNm |
| Phone | 5615330344 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2204 NOTRE DAME | AddressLine1Txt |
| City | LAKE WORTH BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33460 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES STEIN | ||||||||
| 2204 NOTRE DAME | LAKE WORTH BEACH | FL | 33460 | DIRECTOR/PRESIDENT/TREASUR | 10.00 | $0 | $0 | $0 |
| JOSHUA M STEIN | ||||||||
| 2204 NOTRE DAME | LAKE WORTH BEACH | FL | 33460 | DIRECTOR/VICE PRESIDENT | 10.00 | $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 | $2,277,972 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $130,194 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,408,166 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,408,166 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,122 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,372,044 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $118,602 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $118,602 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,152 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,152 | TotalTaxAmt |
| Distributable Before Adj | $114,450 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $114,450 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $114,450 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $216,441 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $216,441 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $114,450 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $69,939 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $40,423 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $29,874 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $92,383 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $152,026 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $384,645 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $216,441 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $114,450 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $101,991 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $486,636 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $69,939 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $416,697 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $40,423 | ExcessFromYear4Amt |
| Excess From Year3 | $29,874 | ExcessFromYear3Amt |
| Excess From Year2 | $92,383 | ExcessFromYear2Amt |
| Excess From Year1 | $152,026 | ExcessFromYear1Amt |
| Excess From Current Year | $101,991 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHARLES STEIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AVIV HATORAH | |||||||
| 2050 N STEMMONS FRWY UNIT-211 | DALLAS | TX | 75207 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,590 |
| CHABAD OF SOUTH PALM BEACH INC | |||||||
| 224 S OCEAN BLVD | MANALAPAN | FL | 33462 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $71,500 |
| CENTRAL FUND FOR ISRAEL | |||||||
| 461 CENTRAL AVE | CEDARHURST | NY | 11516 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| COMPASS | |||||||
| 201 N DIXIE HIGHWAY | LAKE WORTH BEACH | FL | 33460 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| CONNECTIONS EDUCATION CENTER | |||||||
| 1310 OLD CONGRESS AVE SUITE 100 | WEST PALM BEACH | FL | 33409 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| EAT BETTERLIVE BETTER | |||||||
| 14451 S MILITARY TRAIL SUITE 2 | DELRAY BEACH | FL | 33484 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $12,000 |
| JEWISH NATIONAL FUND | |||||||
| 42 E 69TH ST | NEW YORK | NY | 10021 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 |
| KEREN RACHAIM FUND | |||||||
| 2116 WIGHTMAN ST | PITTSBURGH | PA | 152172014 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,800 |
| KOP MENTORING | |||||||
| 401 W ATLANTIC AVE SUITE 9 | DELRAY BEACH | FL | 33444 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $8,000 |
| SARI CENTER | |||||||
| 3401 PGA BLVD SUITE 200 | PALM BEACH GARDENS | FL | 33410 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| WOUNDED VETERANS RELIEF FUND | |||||||
| 300 PROSPERITY FARMS RD UNIT F | NORTH PALM BEACH | FL | 33408 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| CHASIN A DREAM FOUNDATION | |||||||
| 6694 SE YORKTOWN DR | HOBE SOUND | FL | 33455 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| PALM BEACH COUNTY FOOD BANK | |||||||
| 701 BOUTWELL SUITE A-2 | LAKE WORTH BEACH | FL | 33461 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| JEWISH NATIONAL FUND | |||||||
| 42 E 69TH ST | NEW YORK | NY | 10021 | N/A | PUBLIC CHARITY | EMERGENCY CAMPAIGN | $28,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $211,890 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,643 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$94,786 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$53,143 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$53,143 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| CHARLES STEIN | |||||||
| 1 | 2204 NOTRE DAME | LAKE WORTH BEACH | FL | 33460 | $144,240 | Yes (X) | |
| CHARLES STEIN | |||||||
| 2 | 2204 NOTRE DAME | LAKE WORTH BEACH | FL | 33460 | $130,750 | Yes (X) | |
| CHARLES STEIN | |||||||
| 3 | 2204 NOTRE DAME | LAKE WORTH BEACH | FL | 33460 | $104,662 | Yes (X) | |
| CHARLES STEIN | |||||||
| 4 | 2204 NOTRE DAME | LAKE WORTH BEACH | FL | 33460 | $101,490 | Yes (X) | |
| CHARLES STEIN | |||||||
| 5 | 2204 NOTRE DAME | LAKE WORTH BEACH | FL | 33460 | $19,500 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1200 SHARES ALPHABET CL A | $144,240 | 2023-07-06 |
| 2 | 1000 SHARES ALPHABET CL A | $130,750 | 2023-11-06 |
| 3 | 750 SHARES AMAZON | $104,662 | 2023-11-06 |
| 4 | 1000 SHARES CONOCO PHILIPS | $101,490 | 2023-07-06 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,490 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,490 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | TOTAL CORPORATE BONDS | BondNm |
| EOY Book Value | $387,553 | EOYBookValueAmt |
| EOYFMV | $377,019 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | TOTAL EQUITIES | StockNm |
| EOY Book Value | $1,936,705 | EOYBookValueAmt |
| EOYFMV | $2,105,452 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $15,519 | $15,519 | $0 |
| ADR AND OTHER INTERNATIONAL FEES | $2 | $2 | $0 |
| STATE FILING FEE | $61 | $0 | $61 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $2,810 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $4,152 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments