DAVID A STEINBERG FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DAVID A STEINBERG FAMILY FOUNDATION (EIN 20-0378796)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-12-02
- IRS object ID
- 202423379349100202
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-12-02T07:38:44-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2811 PONCE DE LEON BLVD SUITE 1150 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | 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 | 200378796 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID A STEINBERG FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 5166802715 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1521 ALTON ROAD 676 | AddressLine1Txt |
| City | MIAMI BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33139 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOEL ZYCHICK | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 5166802715 | PhoneNum |
| Signature | 2024-11-18 | 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 | PATRICIA L GREEN | PreparerPersonNm |
| PTIN | P00058698 | PTIN |
| Phone | 3053716200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,738,921 | 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 | $263,972 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $16,816 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,816 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $754,749 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $948,227 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $754,749 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,035,537 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $771,565 | 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 | $19,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,825 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $178 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,162 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $124 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,379 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,379 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $50,369 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,328 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,305,083 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,305,083 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,355,452 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,328 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,305,083 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$319,915 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $751,237 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $386,926 | CashBOYAmt |
| Cash EOY | $40,142 | CashEOYAmt |
| Cash EOYFMV | $40,142 | CashEOYFMVAmt |
| Other Assets BOY | $2,953,936 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,394,282 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,698,779 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,340,862 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,434,424 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,738,921 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,340,862 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,434,424 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,340,862 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,434,424 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,340,862 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,434,424 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,340,862 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$319,915 | ExcessRevenueOverExpensesAmt |
| Other Increases | $413,477 | OtherIncreasesAmt |
| Subtotal | $3,434,424 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,434,424 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY #011488 - ZETA GLOBAL HOLDINGS CORP | 2023-12-31 | $761,895 | $3,799 | $758,096 | $758,096 |
| MORGAN STANLEY #011377 | 2023-12-31 | $58,845 | $58,955 | -$110 | -$110 |
| MORGAN STANLEY #011377 | 2023-12-31 | $127,487 | $130,724 | -$3,237 | -$3,237 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $754,749 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,442 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,442 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,442 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,840 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $17,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $21,840 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $253 | EsPenaltyAmt |
| Overpayment | $11,145 | OverpaymentAmt |
| Applied To ES Tax | $11,145 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DC | 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 | JOEL ZYCHICK | IndividualWithBooksNm |
| Phone | 5166802715 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1521 ALTON ROAD STE 676 | AddressLine1Txt |
| City | MIAMI BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33139 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID A STEINBERG | ||||||||
| 2000 ISLAND BLVD PH9 | AVENTURA | FL | 33160 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| DIANE SIEGEL | ||||||||
| 17855 LAKE ESTATES DRIVE | BOCA RATON | FL | 33496 | TREASURER | 0.00 | $0 | $0 | $0 |
| JOEL ZYCHICK | ||||||||
| 1521 ALTON ROAD STE 676 | MIAMI BEACH | FL | 33139 | SECRETARY | 3.00 | $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 | $5,514,174 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $112,007 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,626,181 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,626,181 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $84,393 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,541,788 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $277,089 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $277,089 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,442 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,442 | TotalTaxAmt |
| Distributable Before Adj | $266,647 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $266,647 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $266,647 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,305,083 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,305,083 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $266,647 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $1,327,767 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,327,767 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,305,083 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $266,647 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,038,436 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,366,203 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,366,203 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,327,767 | ExcessFromYear1Amt |
| Excess From Current Year | $1,038,436 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID A STEINBERG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1521 ALTON ROAD STE 676 | AddressLine1Txt |
| City | MIAMI BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33139 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5166802715 | RecipientPhoneNum |
| Form And Info And Materials | NO PRESCRIBED FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN ENDOWMENT FOUNDATION FBO GERBER FAMILY FOUNDATION | |||||||
| 5700 DARROW ROAD SUITE 118 | HUDSON | OH | 44236 | NONE | PC | GENERAL UNRESTRICTED FUND GRANT | $496,000 |
| MICHAEL BLACKSON FOUNDATION | |||||||
| 925 MATHER DRIVE | BEAR | MD | 19701 | NONE | PC | WORLD HUNGER | $250,000 |
| ROESSLER CHADWICK FOUNDATION | |||||||
| 26800 S ACADEMY DRIVE | PALOS VERDES PENINSULA | CA | 90274 | NONE | PC | GRANT FOR EDUCATION | $13,000 |
| SECTION 1GH GROUP | |||||||
| 323 BERGEN BOULEVARD | FAIRVIEW | NJ | 07022 | NONE | PC | IMPACTING LIVES OF THOSE LESS FORTUNATE | $5,000 |
| THE HUN SCHOOL OF PRINCETON | |||||||
| 176 EDGERSTOUNE ROAD | PRINCETON | NJ | 08619 | NONE | PC | GRANT FOR EDUCATION | $2,500 |
| UCLA FOUNDATION | |||||||
| 10920 WILSHIRE BOULEVARD SUITE 900 | LOS ANGELES | CA | 90024 | NONE | PC | GRANT FOR EDUCATION | $88,750 |
| THE METROPOLITAN MUSEUM | |||||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | NONE | PC | COMMUNITY SUPPORT | $5,000 |
| THE CRIMINAL JUSTICE REFORM | |||||||
| 4900 SHATTUCK AVE 3817 | OAKLAND | CA | 94609 | NONE | PC | COMMUNITY SUPPORT | $150,000 |
| FRIENDS OF UNITED HATZAL | |||||||
| 442 5TH AVE SUITE 1866 | NEW YORK | NY | 10018 | NONE | PC | COMMUNITY SUPPORT | $5,000 |
| HILARITY FOR CHARITY | |||||||
| 9301 WILSHIRE BOULEVARD | BEVERLY HILLS | CA | 90210 | NONE | PC | HEALTH RESEARCH | $41,508 |
| CHOPRA FOUNDATION | |||||||
| 7668 EL CAMINO REAL SUITE 104-612 | LA COSTA | CA | 92009 | NONE | PC | COMMUNITY SUPPORT | $50,000 |
| CHADWICK SCHOOLS | |||||||
| 26800 SOUTH ACADEMY DRIVE | PALOS VERDES PENINSULA | CA | 90274 | NONE | PC | GRANT FOR EDUCATION | $25,000 |
| NY CARES | |||||||
| 39 BROADWAY 27TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | COMMUNITY SUPPORT | $5,000 |
| UNITE THE WORLD WITH AFRICA FOUNDATION | |||||||
| 74 LEIGHTON ROAD | WELLESLEY | MA | 02482 | NONE | PC | COMMUNITY SUPPORT | $5,000 |
| PART OF THE SOLUTION | |||||||
| 2759 WEBSTER AVENUE | BRONX | NY | 10458 | NONE | PC | COMMUNITY SUPPORT | $10,000 |
| ALZHEIMERS ASSOCIATION | |||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | NONE | PC | HEALTH RESEARCH | $10,000 |
| HEAL THE BAY | |||||||
| 1444 9TH STREET | SANTA MONICA | CA | 90401 | NONE | PC | COMMUNITY SUPPORT | $10,000 |
| NASSAU BAR FDN WE CARE | |||||||
| 15TH AND WEST STREETS | MINEOLA | NY | 11501 | NONE | PC | COMMUNITY SUPPORT | $10,000 |
| IT'S BIGGER THAN US | |||||||
| 2006 W 76TH STREET | LOS ANGELES | CA | 90047 | NONE | PC | COMMUNITY SUPPORT | $10,000 |
| AMER FRIENDS MAGEN DAVID ADOM | |||||||
| 20 W 36TH STREET SUITE 1100 | NEW YORK | NY | 10458 | NONE | PC | COMMUNITY SUPPORT | $10,000 |
| PROSTATE CANCER FOUNDATION | |||||||
| 1250 FOURTH STREET | SANTA MONICA | CA | 90401 | NONE | PC | HEALTH RESEARCH | $50,000 |
| WAKEMAN TOWN FARM | |||||||
| 134 CROSS HIGHWAY | WESTPORT | CT | 06880 | NONE | PC | COMMUNITY SUPPORT | $1,500 |
| HILARITY FOR CHARITY | |||||||
| 9301 WILSHIRE BOULEVARD | BEVERLY HILLS | CA | 90210 | NONE | PC | HEALTH RESEARCH | $41,825 |
| UNIVERSITY OF RICHMOND | |||||||
| 410 WESTHAMPTON WAY | RICHMOND | VA | 23173 | NONE | PC | GENERAL UNRESTRICTED FUND GRANT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,305,083 | 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 | $16,816 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $754,749 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $771,565 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $771,565 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INVESTMENT INCOME EARNED ON MARKETABLE SECURITIES TO PROVIDE |
| 3 | DISTRIBUTIONS TO CHARITIES. |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DAVID STEINBERG | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 ISLAND BOULEVARD APT PH9 | AddressLine1Txt |
| City | AVENTURA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33160 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $263,972 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 34642 SHARES ZETA GLOBAL HOLDINGS CORP | NoncashPropertyDesc |
| Fair Market Value | $263,972 | FairMarketValueAmt |
| Received | 2023-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EISNER ADVISORY SERVICES | CategoryTxt |
| Amt | $19,650 | Amt |
| Net Investment Income | $9,825 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES | Desc |
| BOY Book Value | $2,953,936 | BOYBookValueAmt |
| EOY Book Value | $3,394,282 | EOYBookValueAmt |
| EOYFMV | $5,698,779 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEE | Desc |
| Revenue And Expenses Per Books | $10,379 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10,379 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TAX DIFFERENCE - SHARES TO CHARITY | Desc |
| Amt | $413,477 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | COGENCY GLOBAL | CategoryTxt |
| Amt | $178 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $124 | $124 | $0 |
| EXCISE TAX | $20,038 | $0 | $0 |
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