CHARLES STEIN FAMILY FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
CHARLES STEIN FAMILY FOUNDATION INC (EIN 47-2579153)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-06-27
IRS object ID
202301789349100105
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-06-27T07:38:03-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN650218667PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SOMMERS EVERHART & KOHLER PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1380 COLUMBIA DRIVE SUITE 111AddressLine1Txt
CityWEST PALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33409ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472579153EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CHARLES STEIN FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHARBusinessNameControlTxt
Phone5615330344PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12204 NOTRE DAMEAddressLine1Txt
CityLAKE WORTH BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33460ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLES STEINPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5615330344PhoneNum
Signature2023-06-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHARLESPersonFirstNm
Person LastSTEINPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBARBARA K SOMMERSPreparerPersonNm
PTINP00037291PTIN
Phone5616409800PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,295,613FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$218,060ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$45,143DividendsRevAndExpnssAmt
Dividends Net Invst Incm$45,143DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$170,601NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,812,992GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$504,255CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$162,318OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$596,122TotalRevAndExpnssAmt
Total Net Invst Incm$549,398TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,800AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$7,416TaxesRevAndExpnssAmt
Taxes Net Invst Incm$6TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$16,454OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$16,331OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$66OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$27,670TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$16,337TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,866TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$260,506ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$260,506ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$288,176TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$16,337TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$264,372TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$307,946ExcessRevenueOverExpensesAmt
Net Investment Income$533,061NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$29,529CashBOYAmt
Sav And Temp Cash Invst BOY$84,819SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$224,595SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$224,595SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$162,227USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$162,227USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,399,813CorporateStockBOYAmt
Corporate Stock EOY$1,656,959CorporateStockEOYAmt
Corporate Stock EOYFMV$1,544,666CorporateStockEOYFMVAmt
Corporate Bonds BOY$610,371CorporateBondsBOYAmt
Corporate Bonds EOY$389,293CorporateBondsEOYAmt
Corporate Bonds EOYFMV$364,125CorporateBondsEOYFMVAmt
Total Assets BOY$2,124,532TotalAssetsBOYAmt
Total Assets EOY$2,433,074TotalAssetsEOYAmt
Total Assets EOYFMV$2,295,613TotalAssetsEOYFMVAmt
Other Liabilities BOY$2,214OtherLiabilitiesBOYAmt
Other Liabilities EOY$2,810OtherLiabilitiesEOYAmt
Total Liabilities BOY$2,214TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,810TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,122,318RetainedEarningBOYAmt
Retained Earning EOY$2,430,264RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,122,318TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,430,264TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,124,532TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,433,074TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,122,318TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$307,946ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,430,264SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,430,264TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtSoldSoldDtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$3,398,786$3,202,264$196,522$196,522
5 SHS ALPHABET CL A$13,367$1,465$11,902$11,9022022-02-17
375 SHS AMAZON$52,599$5,578$47,021$47,0212022-08-11
375 SHS AMAZON$50,025$5,578$44,447$44,4472022-08-22
600 SHS MICROSOFT$175,203$53,354$121,849$121,8492022-02-17
200 SHS MICROSOFT$49,879$17,785$32,094$32,0942022-06-15
100 SHS MICROSOFT$28,702$8,892$19,810$19,8102022-08-11
100 SHS MICROSOFT$27,823$8,892$18,931$18,9312022-08-22
70 SHS VISA$15,735$4,929$10,806$10,8062022-02-17
CAPITAL GAINS DIVIDENDS$873$873$873P
FieldValueIRS element (for citing)
Capital Gain Net Income$504,255CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,410InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$7,410SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$7,410TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$14,280EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$5,066ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$19,346TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$11,936OverpaymentAmt
Applied To ES Tax$7,440AppliedToESTaxAmt
Refund$4,496RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressNONEWebsiteAddressTxt
Individual With BooksCHARLES STEINIndividualWithBooksNm
Phone5615330344PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12204 NOTRE DAMEAddressLine1Txt
CityLAKE WORTH BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33460ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHARLES STEIN
2204 NOTRE DAMELAKE WORTH BEACHFL33460DIRECTOR/PRESIDENT/TREASUR10.00$0$0$0
JOSHUA M STEIN
2204 NOTRE DAMELAKE WORTH BEACHFL33460DIRECTOR/VICE PRESIDENT10.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,229,622AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$201,966AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,431,588TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,431,588AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$36,474CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,395,114NetVlNoncharitableAssetsAmt
Minimum Investment Return$119,756MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$119,756MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,410TaxBasedOnInvestmentIncomeAmt
Total Tax$7,410TotalTaxAmt
Distributable Before Adj$112,346DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$112,346DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$112,346DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$264,372ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$264,372QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$112,346DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$37,461ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$69,939ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$40,423ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$29,874ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$92,383ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$270,080TotalExcessDistributionCyovAmt
Qualifying Distributions$264,372QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$112,346AppliedToCurrentYearAmt
Remaining Distri From Corpus$152,026RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$422,106TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$37,461ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$384,645ExcessDistriCyovToNextYrAmt
Excess From Year4$69,939ExcessFromYear4Amt
Excess From Year3$40,423ExcessFromYear3Amt
Excess From Year2$29,874ExcessFromYear2Amt
Excess From Year1$92,383ExcessFromYear1Amt
Excess From Current Year$152,026ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCHARLES STEINContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADL
605 THIRD AVENEW YORKNY101583560N/APUBLIC CHARITYGENERAL SUPPORT$10,000
ADOPT-A-FAMILY
1712 SECOND AVE NORTHLAKE WORTH BEACHFL334603210N/APUBLIC CHARITYGENERAL SUPPORT$5,000
AID TO VICTIMS OF DOMESTIC ABUSE
PO BOX 6161DELRAY BEACHFL334826161N/APUBLIC CHARITYGENERAL SUPPORT$5,000
AVIV HATORAH
2050 N STEMMONS FRWY UNIT-211DALLASTX75207N/APUBLIC CHARITYGENERAL SUPPORT$15,506
CHABAD OF SOUTH PALM BEACH INC
224 S OCEAN BLVDMANALAPANFL33462N/APUBLIC CHARITYGENERAL SUPPORT$60,000
CITYHOUSE
PO BOX 8451DELRAY BEACHFL33482N/APUBLIC CHARITYGENERAL SUPPORT$5,000
COMPASS
201 N DIXIE HIGHWAYLAKE WORTH BEACHFL33460N/APUBLIC CHARITYGENERAL SUPPORT$20,000
CONNECTIONS
1310 OLD CONGRESS AVE SUITE 100WEST PALM BEACHFL33409N/APUBLIC CHARITYGENERAL SUPPORT$40,000
FEED THE HUNGRY
8306 155TH PLACE NORTHPALM BEACH GARDENSFL33418N/APUBLIC CHARITYGENERAL SUPPORT$15,000
JEWISH NATIONAL FUND
42 E 69TH STNEW YORKNY10021N/APUBLIC CHARITYGENERAL SUPPORT$30,000
LIVING HUNGRY
335 E LINTON BLVD SUITE B-2226DELRAY BEACHFL33483N/APUBLIC CHARITYGENERAL SUPPORT$5,000
NAMI PALM BEACH COUNTY
5205 GREENWOOD AVE SUITE 110WEST PALM BEACHFL33407N/APUBLIC CHARITYGENERAL SUPPORT$15,000
SARI CENTER
3401 PGA BLVD SUITE 200PALM BEACH GARDENSFL33410N/APUBLIC CHARITYGENERAL SUPPORT$30,000
STAND DOWN HOUSE FAITH HOPE LOVE CHARITY INC
3175 S CONGRESS AVE SUITE 310PALM SPRINGSFL33461N/APUBLIC CHARITYGENERAL SUPPORT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$260,506TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$45,143ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$162,318ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$170,601ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$378,062ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$378,062TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
CHARLES STEIN
12204 NOTRE DAMELAKE WORTH BEACHFL33460$112,138Yes (X)
CHARLES STEIN
22204 NOTRE DAMELAKE WORTH BEACHFL33460$105,922Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1400 SHARES MICROSOFT CORP$112,1382022-05-05
2750 SHARES AMAZON INC$105,9222022-08-05

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,800Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,800DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondTOTAL CORPORATE BONDSBondNm
EOY Book Value$389,293EOYBookValueAmt
EOYFMV$364,125EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockTOTAL EQUITIESStockNm
EOY Book Value$1,656,959EOYBookValueAmt
EOYFMV$1,544,666EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$162,227USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$162,227USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$16,057$16,057$0
ADR AND OTHER INTERNATIONAL FEES$7$7$0
STATE FILING FEE$61$0$61
BANK CHARGES$5$0$5
PENALTIES$57$0$0
MISCELLANEOUS$267$267$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMARKETABLE SECURITIES BOOK TO TAX ADJUSTMENTSDesc
Revenue And Expenses Per Books$162,318RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$162,318AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescFEDERAL EXCISE TAX PAYABLEDesc
BOY Book Value$2,214BOYBookValueAmt
EOY Book Value$2,810EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX WITHHELD$6$6$0
EXCISE TAX$7,410$0$0

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