THE STEINBERG FAMILY FUND INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE STEINBERG FAMILY FUND INC (EIN 13-3254493)
- Tax period
- 2020-12-01 to 2021-11-30
- Filed
- 2022-03-26
- IRS object ID
- 202210859349100801
- Schema version
- 2020v4.2
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-26T13:36:08-05:00 | ReturnTs |
| Tax Period End | 2021-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 853808913 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOX AND ASSOCIATES CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 167 HIGH POND DRIVE | AddressLine1Txt |
| City | JERICHO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133254493 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STEINBERG FAMILY FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEI | BusinessNameControlTxt |
| Phone | 2127526400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO A FOX 167 HIGH POND DRIVE | AddressLine1Txt |
| City | JERICHO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT M STEINBERG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2127526400 | PhoneNum |
| Signature | 2022-03-26 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | STEINBERG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JUSTIN B FOX | PreparerPersonNm |
| PTIN | P01517849 | PTIN |
| Phone | 2127526400 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,959,388 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $14 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $184,584 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $184,584 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$642 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $202,054 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,766 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $183,956 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $189,364 | 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 | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,750 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,583 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $149 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,245 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,970 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $275 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,328 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,869 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,025 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $460,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $460,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $479,328 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,869 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $462,025 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$295,372 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $177,495 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $518 | CashBOYAmt |
| Cash EOY | $518 | CashEOYAmt |
| Cash EOYFMV | $518 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $244,757 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $202,463 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $202,463 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $630 | AcctRcvblAmt |
| Acct Rcvbl BOY | $630 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $630 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $630 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $999,234 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,224,872 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,439,431 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $750,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $750,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $788,500 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $7,143,451 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,664,735 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,527,846 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,138,590 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,843,218 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,959,388 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,135,876 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,135,876 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,002,714 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,707,342 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,138,590 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,843,218 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,138,590 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,843,218 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,138,590 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$295,372 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,843,218 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,843,218 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 25 SH. AMGEN INC | P | 2021-03-18 | 2021-04-29 | $5,862 | $6,118 | -$256 | -$256 |
| 17 SH. ORGANON & CO | P | 2021-03-18 | 2021-06-03 | $527 | $650 | -$123 | -$123 |
| 580 SH. SCHLUMBERGER LTD | P | 2021-03-18 | 2021-08-12 | $16,452 | $18,502 | -$2,050 | -$2,050 |
| 2135 SH. GOODRICH PETE CORP | P | 2013-04-04 | 2013-09-02 | $68,313 | $49,743 | $18,570 | $18,570 |
| 647 SH. VERIZON COMMUNICATIONS | P | 2021-03-18 | 2021-11-18 | $33,277 | $36,226 | -$2,949 | -$2,949 |
| 381 SH. WALT DISNEY COMPANY HOLDINGS CO. | P | 2021-03-18 | 2021-11-18 | $59,109 | $69,565 | -$10,456 | -$10,456 |
| 203 SH. LYONDERBASELL NV CLASS A | P | 2021-03-18 | 2021-11-18 | $18,514 | $21,892 | -$3,378 | -$3,378 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$642 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,467 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,467 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,467 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,920 | 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 | $5,920 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,453 | OverpaymentAmt |
| Applied To ES Tax | $3,453 | 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 | NY | 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 | ARTHUR V FOX CPA PC | IndividualWithBooksNm |
| Phone | 2127526400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 LEXINGTON AVENUE -1733 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10170 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT STEINBERG | ||||||||
| 21 VISTA DRIVE | GREENWICH | CT | 068307128 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| SUZANNE STEINBERG | ||||||||
| 21 VISTA DRIVE | GREENWICH | CT | 068307128 | V.P. & TREAS | 0.00 | $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 | $8,941,381 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $149,391 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,090,772 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,090,772 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $136,362 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,954,410 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $447,721 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $447,721 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,467 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,467 | TotalTaxAmt |
| Distributable Before Adj | $445,254 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $445,254 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $445,254 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $462,025 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $462,025 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $462,025 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $445,254 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $433,911 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $462,025 | QualifyingDistributionsAmt |
| Applied To Year1 | $433,911 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,114 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $417,140 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT STEINBERG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Greenwich Chabad | ||||||
| 1111 E Putnam Ave 201 | Riverside | CT | 06878 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $1,000 |
| Mccarthy's Wildlife Sanctuary | ||||||
| 12943 61st St North | WEST PALM BEACH | FL | 33412 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $5,000 |
| Global Strays | ||||||
| 26 HILL STREET | SOUTHAMPTON | NY | 11968 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $1,000 |
| Sierra Delta | ||||||
| PO BOX 211 | REEDSBURG | WI | 53959 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $2,500 |
| Tanglewood | ||||||
| 297 WEST STREET | LENOX | MA | 01240 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $5,000 |
| PragerU | ||||||
| 15021 Ventura Blvd | Sherman Oaks | CA | 91403 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $30,000 |
| Chovevei Torah | ||||||
| 3700 HENRY HUDSON PKWY | BRONX | NY | 10463 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $25,000 |
| Friends of Beit El | ||||||
| 6827 JUNO STREETT | FOREST HILLS | NY | 113755727 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $2,500 |
| Talmon Beit Knesset | ||||||
| 445 Central Ave 210 | Cedarhurst | NY | 11516 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $2,500 |
| Beit El | ||||||
| 6827 JUNO STREETT | FOREST HILLS | NY | 113755727 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $500 |
| Hospital for Special Surgery | ||||||
| 535 E 70th St | NEW YORK | NY | 10021 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $1,000 |
| Mccarthy's Wildlife Sanctuary | ||||||
| 12943 61st St North | WEST PALM BEACH | FL | 33412 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $5,000 |
| Greenwich Town Party | ||||||
| PO BOX 59 | OLD GREENWICH | CT | 06870 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $3,000 |
| Society for Companion Animals | ||||||
| Wynnewood North | Dallas | TX | 75224 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $5,000 |
| Dana-Farber PMC | ||||||
| 77 4th AVENUE | NEEDHAM | MA | 02494 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $10,000 |
| Stamford Hospital | ||||||
| 1 HOSPITAL PLAZA | STAMFORD | CT | 06902 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $20,000 |
| Chabad of Greenwich | ||||||
| 75 MASON STREET | GREENWICH | CT | 06830 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $218,000 |
| St Jude | ||||||
| 220 E 42nd Street | New York | NY | 10017 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $5,000 |
| Greenwich United Way | ||||||
| 500 West Putnam Avenue 415 | GREENWICH | CT | 06830 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $5,000 |
| Greenwich EMS | ||||||
| 1111 E Putnam Ave 201 | Riverside | CT | 06878 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $2,500 |
| Bildner Center | ||||||
| 12 College Avenue | New Brunswick | NJ | 08901 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $5,000 |
| Investigative Project | ||||||
| 5614 CONNECTICUT AVENUE NW NO 341 | WASHINGTON | DC | 20015 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $5,000 |
| Mideast Forum | ||||||
| 1500 WALNUT ST SUITE 1050 | PHILADELPHIA | PA | 19102 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $5,000 |
| Fido Fixers | ||||||
| PO BOX 4801 | GREENWICH | CT | 06831 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $75,000 |
| Darian YMCA | ||||||
| 2420 Post Rd | Darien | CT | 06820 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $500 |
| UJA Palm Beach | ||||||
| 1 HARVARD CIRCLE | WEST PALM BEACH | FL | 33409 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $10,000 |
| Olami | ||||||
| 111 JOHN ST STE 1720 | NEW YORK | NY | 10038 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $460,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $14 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $184,584 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$642 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $183,956 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $183,956 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | NOT APPLICABLE |
| 4 | NOT APPLICABLE |
| 8 | NOT APPLICABLE |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $1,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MORGAN STANLEY SMITH BARNEY | BondNm |
| EOY Book Value | $750,000 | EOYBookValueAmt |
| EOYFMV | $788,500 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY SMITH BARNEY | $999,234 | $1,041,260 |
| MORGAN STANLEY SMITH BARNEY-67332 | $2,225,638 | $2,398,171 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | FMV | $478,695 | $249,310 |
| MORGAN STANLEY SMITH BARNEY-MUTUAL FUNDS | FMV | $2,084,681 | $2,084,681 |
| MORGAN STANLEY SMITH BARNEY-ETF AND CLOSED-END FUNDS | FMV | $508,580 | $601,100 |
| MORGAN STANLEY SMITH BARNEY-SAVINGS AND TIME DEPOSITS | FMV | $1,589,789 | $1,589,789 |
| MORGAN STANLEY SMITH BARNEY-67332-ETF AND CLOSED-END FUNDS | FMV | $2,990 | $2,966 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEE | $275 | $0 | $275 |
| MGMT FEES | $9,970 | $9,970 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP DISTRIBUTION | $4,766 | $4,766 | $4,766 |
| PARTNERSHIP WITHDRAWALS | -$4,766 | $0 | -$4,766 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $5,434 | $0 | $0 |
| FOREIGN TAXES | $149 | $149 | $0 |
Comments