DAVID A STEINBERG FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
DAVID A STEINBERG FAMILY FOUNDATION (EIN 20-0378796)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-08-31
IRS object ID
202312439349100501
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)
Return2023-08-31T08:23:57-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN871353108PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EISNER ADVISORY GROUP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11001 BRICKELL BAY DRIVE SUITE 1400AddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP331314938ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200378796EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DAVID A STEINBERG FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDAVIBusinessNameControlTxt
Phone5166802715PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11521 ALTON ROAD 676AddressLine1Txt
CityMIAMI BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33139ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOEL ZYCHICKPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone5166802715PhoneNum
Signature2023-08-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOELPersonFirstNm
Person LastZYCHICKPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPATRICIA L GREENPreparerPersonNm
PTINP00058698PTIN
Phone3053716200PhoneNum

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)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,142,109FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,116,900ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$5,986DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,986DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$760,975NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,597,474GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$760,975CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,883,861TotalRevAndExpnssAmt
Total Net Invst Incm$766,961TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$4,010LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$13,350AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,675AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$186OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,555TaxesRevAndExpnssAmt
Taxes Net Invst Incm$55TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$7,927OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$7,927OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$28,028TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,657TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,719,435ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,719,435ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,747,463TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,657TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,719,435TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$136,398ExcessRevenueOverExpensesAmt
Net Investment Income$752,304NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$386,926CashEOYAmt
Cash EOYFMV$386,926CashEOYFMVAmt
Other Assets BOY$2,688,208OtherAssetsBOYAmt
Other Assets EOY$2,953,936OtherAssetsEOYAmt
Other Assets EOYFMV$5,755,183OtherAssetsEOYFMVAmt
Total Assets BOY$2,688,208TotalAssetsBOYAmt
Total Assets EOY$3,340,862TotalAssetsEOYAmt
Total Assets EOYFMV$6,142,109TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,688,208CapitalStockBOYAmt
Capital Stock EOY$3,340,862CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,688,208TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,340,862TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,688,208TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,340,862TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,688,208TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$136,398ExcessRevenueOverExpensesAmt
Other Increases$516,256OtherIncreasesAmt
Subtotal$3,340,862SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,340,862TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEY 0113772022-12-31$110,290$116,320-$6,030-$6,030
MORGAN STANLEY 011488 - ZETA GLOBAL HOLDING CORP2022-12-31$839,188$200,318$638,870$638,870
MORGAN STANLEY 0467542022-12-31$30,043$44,622-$14,579-$14,579
MORGAN STANLEY 0467542022-12-31$183,925$109,045$74,880$74,880
MORGAN STANLEY 046762 - SPDR S&P 5002022-12-31$11,855$5,782$6,073$6,073
MORGAN STANLEY 1236342022-12-31$20,608$24,804-$4,196-$4,196
MORGAN STANLEY 1236342022-12-31$128,347$81,606$46,741$46,741
MORGAN STANLEY 1457342022-12-31$33,565$34,554-$989-$989
MORGAN STANLEY 1457342022-12-31$74,409$60,018$14,391$14,391
MORGAN STANLEY 1457362022-12-31$18,872$20,871-$1,999-$1,999
MORGAN STANLEY 1457362022-12-31$82,209$77,013$5,196$5,196
MORGAN STANLEY 1457372022-12-31$11,900$13,301-$1,401-$1,401
MORGAN STANLEY 1457372022-12-31$52,263$48,245$4,018$4,018
FieldValueIRS element (for citing)
Capital Gain Net Income$760,975CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10,457InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$10,457SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$10,457TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,988EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$20,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$21,988TotalPaymentsAndCreditsAmt
Es Penalty$367EsPenaltyAmt
Overpayment$11,164OverpaymentAmt
Applied To ES Tax$11,164AppliedToESTaxAmt
Refund$0RefundAmt

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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDCOrgReportOrRegisterStateCd
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 AddressN/AWebsiteAddressTxt
Individual With BooksJOEL ZYCHICKIndividualWithBooksNm
Phone5166802715PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11521 ALTON ROAD STE 676AddressLine1Txt
CityMIAMI BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33139ZIPCd
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 Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID A STEINBERG
2000 ISLAND BLVD PH9AVENTURAFL33160PRESIDENT1.00$0$0$0
DIANE SIEGEL
17855 LAKE ESTATES DRIVEBOCA RATONFL33496TREASURER0.00$0$0$0
JOEL ZYCHICK
1521 ALTON ROAD STE 676MIAMI BEACHFL33139SECRETARY3.00$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$6,469,774AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$85,637AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,555,411TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,555,411AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$98,331CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,457,080NetVlNoncharitableAssetsAmt
Minimum Investment Return$322,854MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$322,854MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,457TaxBasedOnInvestmentIncomeAmt
Total Tax$10,457TotalTaxAmt
Distributable Before Adj$312,397DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$312,397DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$312,397DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,719,435ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,719,435QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$312,397DistributableAsAdjustedAmt
Undistributed Income PY$79,271UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,719,435QualifyingDistributionsAmt
Applied To Year1$79,271AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$312,397AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,327,767RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,327,767TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,327,767ExcessDistriCyovToNextYrAmt
Excess From Current Year$1,327,767ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDAVID A STEINBERGRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11521 ALTON ROAD STE 676AddressLine1Txt
CityMIAMI BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33139ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5166802715RecipientPhoneNum
Form And Info And MaterialsNO PRESCRIBED FORMFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
TAO CARES RELIEF
TWO PENN PLAZA 19TH FLOORNEW YORKNY10121NONEPCHUNGER ASSISTANCE$5,000
OPEN COLLECTIVE FOUNDATION
340 S LEMON AVE 3717WALNUTCA91789NONEPCHUNGER ASSISTANCE$25,000
CHABAD RABBI BERKOWITZ MACHNE ISRAEL
770 EASTERN PARKWAYBROOKLYNNY11213NONEPCGENERAL UNRESTRICTED FUND GRANT$5,000
JEWISH COMM PROJECT OF LOWER MANHATTAN
146 DUANE STREETNEW YORKNY10013NONEPCHOUSING ASSISTANCE$10,000
MICHAEL BLACKSON FOUNDATION
925 MATHER DRIVEBEARMD19701NONEPCWORLD HUNGER$10,000
PROMISE FUND OF FLORIDA
340 ROYAL POINCIANA WAYPALM BEACHFL33480NONEPCCOMMUNITY SUPPORT$2,000
SECTION 16H GROUP
323 BERGEN BOULEVARDFAIRVIEWNJ07022NONEPCIMPACTING LIVES OF THOSE LESS FORTUNATE$5,000
THE MILKEN INSTITUTE
1250 FOURTH STREETSANTA MONICACA90401NONEPCGENERAL UNRESTRICTED FUND GRANT$400,000
NATL PHILANTROPIC TRUST
165 TOWNSHIP LINE ROADJENKINTOWNPA19046NONEPCPROVIDING LEADERSHIP AND DEVELOPMENT PROGRAMS FOR IMPROVISHED YOUTH AND WOMEN IN AFRICA$25,000
GREATER LOS ANGELES ZOO ASSOCIATION
5333 ZOO DRIVELOS ANGELESCA90027NONEPCGENERAL UNRESTRICTED FUND GRANT$5,000
THE HUN SCHOOL OF PRINCETON
176 EDGERSTOUNE ROADPRINCETONNJ08619NONEPCGRANT FOR EDUCATION$12,500
ROESSLER CHADWICK FOUNDATION
26800 S ACADEMY DRIVEPALOS VERDES PENINSULACA90274NONEPCGRANT FOR EDUCATION$25,000
AMERICAN ENDOWMENT FOUNDATION FBO GERBER FAMILY FOUNDATION
5700 DARROW ROAD SUITE 118HUDSONOH44236NONEPCGENERAL UNRESTRICTED FUND GRANT$1,189,935
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,719,435TotalGrantOrContriPdDurYrAmt
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$5,986ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$760,975ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$766,961ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$766,961TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3INVESTMENT INCOME EARNED ON MARKETABLE SECURITIES TO PROVIDE
3DISTRIBUTIONS TO CHARITIES.

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

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonDAVID STEINBERGContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12000 ISLAND BOULEVARD APT PH9AddressLine1Txt
CityAVENTURACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33160ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,116,900TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property120,000 SHARES ZETA GLOBAL HOLDINGS CORPNoncashPropertyDesc
Fair Market Value$1,116,900FairMarketValueAmt
Received2022-12-13ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryEISNER ADVISORY SERVICESCategoryTxt
Amt$13,350Amt
Net Investment Income$6,675NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (2 entries)

CategoryCategoryTxtLegal FeesLegalFeesAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
GUNSTER LAW FIRM$3,930$0$0
DC FILINGS FEE$80$0$0

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SECURITIES$2,615,249$2,953,936$5,755,183
UNSETTLED TRANSACTIONS$72,959

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT MANAGEMENT FEEDesc
Revenue And Expenses Per Books$7,927RevenueAndExpensesPerBooksAmt
Net Investment Income$7,927NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
BOOK TAX DIFFERENCE - MISCELLANEOUS$3,296
BOOK TAX DIFFERENCE - SHARES TO CHARITY$512,960

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCOGENCY GLOBALCategoryTxt
Amt$186Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$55$55$0
EXCISE TAX$2,500$0$0

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