M AND S FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
M AND S FAMILY FOUNDATION (EIN 83-4713697)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-03
IRS object ID
202203079349101000
Schema version
2021v4.0
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)
Return2022-11-03T06:21:08-07:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN464749070PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EFFY STEIGMAN & CO CPAS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1505 CROWN STAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP112135126ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN834713697EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE M AND S FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMANDBusinessNameControlTxt
Phone8456391658PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13004 AVENUE LAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11210ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSHUA MARKOVICSPersonNm
Person TitleTrusteePersonTitleTxt
Signature2022-11-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOSHUAPersonFirstNm
Person LastMARKOVICSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEffy SteigmanPreparerPersonNm
PTINP00705400PTIN
Phone3475337210PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$439,242FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$645,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$4InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$4InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$645,004TotalRevAndExpnssAmt
Total Net Invst Incm$4TotalNetInvstIncmAmt
Total Adj Net Incm$4TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$285AccountingFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$285TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$228,263ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$228,263ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$228,548TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$228,263TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$416,456ExcessRevenueOverExpensesAmt
Net Investment Income$4NetInvestmentIncomeAmt
Adjusted Net Income$4AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$9,383CashBOYAmt
Cash EOY$36,058CashEOYAmt
Cash EOYFMV$36,058CashEOYFMVAmt
Sav And Temp Cash Invst BOY$3,183SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$403,184SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$403,184SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$12,566TotalAssetsBOYAmt
Total Assets EOY$439,242TotalAssetsEOYAmt
Total Assets EOYFMV$439,242TotalAssetsEOYFMVAmt
Other Liabilities BOY$830OtherLiabilitiesBOYAmt
Other Liabilities EOY$11,050OtherLiabilitiesEOYAmt
Total Liabilities BOY$830TotalLiabilitiesBOYAmt
Total Liabilities EOY$11,050TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$11,736RetainedEarningBOYAmt
Retained Earning EOY$428,192RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$11,736TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$428,192TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$12,566TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$439,242TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$11,736TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$416,456ExcessRevenueOverExpensesAmt
Subtotal$428,192SubtotalAmt
Tot Net Ast Or Fund Balances EOY$428,192TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JOSHUA MARKOVICSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8456391767PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13004 AVENUE LAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11210ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JOSHUA MARKOVICS
881 EAST 13TH STREETBROOKLYNNY11230Trustee0.00$0
MENACHEM MARKOVICS
857 EAST 13TH STREETBROOKLYNNY11230Trustee0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$51,915AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$51,915TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$51,915AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$779CashDeemedCharitableAmt
Net Vl Noncharitable Assets$51,136NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,557MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,557MinimumInvestmentReturnAmt
Distributable Before Adj$2,557DistributableBeforeAdjAmt
Distributable Before Ded$2,557DistributableBeforeDedAmt
Distributable As Adjusted$2,557DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$228,263ExpensesAndContributionsAmt
Qualifying Distributions$228,263QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,557DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$91,068ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$358,386ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$449,454TotalExcessDistributionCyovAmt
Qualifying Distributions$228,263QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,557AppliedToCurrentYearAmt
Remaining Distri From Corpus$225,706RemainingDistriFromCorpusAmt
Total Corpus$675,160TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$675,160ExcessDistriCyovToNextYrAmt
Excess From Year2$91,068ExcessFromYear2Amt
Excess From Year1$358,386ExcessFromYear1Amt
Excess From Current Year$225,706ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
Ichud Mosdos Hachinuch
1563 49th STBROOKLYNNY11219UNRELATEDEDUCATIONAL$9,000
Kids n Camp Fund
4403 15th Ave 489BROOKLYNNY11219UNRELATEDFINANCIAL ASSISTANCE$5,000
Mekimi
1274 49th Street Suite 297BROOKLYNNY11219UNRELATEDHOSPITAL VISITS$7,500
Shavei Hebron Yeshiva
UNRELATEDEDUCATIONAL$8,500BEIT ROMANO 72CHEVRONCHEVRONIS901000
TANTZERS
716 Myrtle AveBROOOKLYNNY11205UNRELATEDFINACIAL ASSISTANCE$5,000
Yad Chaya
72-32 136th StFLUSHINGNY11367UNRELATEDFINANCIAL ASSISTANCE$4,000
Yeshiva Kochvei Ohr
11 Forshay RdSUFFERNNY10901UNRELATEDEDUCATIONAL$2,500
Yeshiva Ohr Shraga Veretzky
1102 Avenue LBROOKLYNNY11230UNRELATEDEDUCATIONAL$11,470
Keren Yisocher Dov
213 LEE AVEBROOKLYNNY11206UNRELATEDEDUCATIONAL$10,000
VARIOUS CHARITIES
3004 AVENUE IBROOKLYNNY11210UNRELATEDVARIOUS$32,113
A-TIME
310 48th St 406BrooklynNY11219UNRELATEDFERTILITY ASSISTANCE$1,180
BAIS YAAKOV D'RAV MEIR
85 Parkville AveBROOKYLNNY11230UNRELATEDRELIGIOUS$3,000
CHAYIM V'CHESSED
UNRELATEDFINANCIAL ASSISTANCE$500HAR HATZOFIM HARTOM ST 16JERUSALEMISRAELIS97774
FLATBUSH HATZALA
1880 OCEAN AVEBROOKLYNNY11230UNRELATEDEMERGENCY RESPONDERS$10,000
OHR MATISYAHU
953 E COUNTY LINE RDLAKEWOODNJ08701UNRELATEDRELIGIOUS$2,500
OORAH
1805 SWARTHMORE AVELAKEWOODNJ08701UNRELATEDRELIGIOUS$1,500
RCCS
762 Bedford AvenueBROOKLYNNY11205UNRELATEDCANCER PATIENTS ASSISTANCE$2,500
SAR SHALOM
4107 16TH AVEBROOKLYNNY11204UNRELATEDRELIGIOUS$100
TOMOSHOV CONGREGATION
1212 AVE IBROOKLYNNY11230UNRELATEDRELIGIOUS$33,500
YESHIVA TORAH V'DAATH
425 E 9TH STBROOKLYNNY11218UNREALTEDEDUCATION$32,650
AMERICAN FRIENDS OF SFATH EMETH YES
4608 10TH AVENUEBROOKLYNNY11219UNRELATEDEDUCATION$18,000
American Friends of Yeshiva DMir In
5227 NEW UTRECHT AVEBROOKLYNNY11219UNRELATEDEDUCATION$10,000
Bais Medrash Keren Shlomo
401 WARREN AVELAKEWOODNJ08701UNRELATEDEDUCATION$7,750
Cong Chasdei Lev
PO Box 297257BROOKLYNNY11219UNRELATEDRELIGIOUS$5,000
KEREN HASHVIIS
26A CARNATION DRLAKEWOODNJ08701UNRELATEDRELIGIOUS$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$228,263TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$4RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$4RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

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 ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
JOSHUA MARKOVICS
1881 EAST 13TH STREETBROOKLYNNY11230$250,000Yes (X)
MENACHEM MARKOVICS
2857 EAST 13TH STREETBROOKLYNNY11230$395,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$285Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCCDesc
BOY Book Value$830BOYBookValueAmt
EOY Book Value$11,050EOYBookValueAmt

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