DAVID A STEINBERG FAMILY FOUNDATION: Form 990PF, tax year 2021
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- Organization
- DAVID A STEINBERG FAMILY FOUNDATION (EIN 20-0378796)
- Tax period
- 2021-08-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202243199349105349
- Schema version
- 2021v4.2
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T13:41:08-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 BRICKELL BAY DRIVE SUITE 1400 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331314938 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200378796 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID A STEINBERG FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 5166802715 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 429 LENOX AVENUE 429 | AddressLine1Txt |
| City | MIAMI BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33139 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOEL ZYCHICK | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 5166802715 | PhoneNum |
| Signature | 2022-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOEL | PersonFirstNm |
| Person Last | ZYCHICK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICIA L GREEN | PreparerPersonNm |
| PTIN | P00058698 | PTIN |
| Phone | 3053716200 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Initial Return Former Pub Chrty | Yes (X) | InitialReturnFormerPubChrtyInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,024,381 | 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 |
| Dividends Rev And Expnss | $1,810 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,810 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $40,077 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $209,796 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $40,077 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $41,887 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $41,887 | 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 |
| Legal Fees Rev And Expnss | $10,449 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $186 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $138 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $138 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,359 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,359 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,132 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,497 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $75,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $75,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $91,832 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,497 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $75,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$49,945 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,390 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Assets BOY | $2,738,153 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,688,208 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,024,381 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,738,153 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,688,208 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,024,381 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,738,153 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,688,208 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,738,153 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,688,208 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,738,153 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,688,208 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,738,153 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$49,945 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,688,208 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,688,208 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (36 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY - 622-046754-728 | 2021-12-31 | $7,558 | $4,394 | $3,164 | $3,164 |
| MORGAN STANLEY - 622-123634-126 | 2021-12-31 | $5,259 | $2,933 | $2,326 | $2,326 |
| MORGAN STANLEY - 622-145734-126 | 2021-12-31 | $1,286 | $1,478 | -$192 | -$192 |
| MORGAN STANLEY - 622-145736-126 | 2021-12-31 | $2,492 | $2,822 | -$330 | -$330 |
| MORGAN STANLEY - 622-145737-126 | 2021-12-31 | $2,655 | $2,966 | -$311 | -$311 |
| MORGAN STANLEY - 622-145738-728 | 2021-12-31 | $32,362 | $28,925 | $3,437 | $3,437 |
| MORGAN STANLEY - 622-046754-728 | 2021-12-31 | $3,855 | $1,484 | $2,371 | $2,371 |
| MORGAN STANLEY - 622-123634-126 | 2021-12-31 | $1,670 | $754 | $916 | $916 |
| MORGAN STANLEY - 622-145734-126 | 2021-12-31 | $1,469 | $1,505 | -$36 | -$36 |
| MORGAN STANLEY - 622-145734-126 | 2021-12-31 | $3,069 | $3,050 | $19 | $19 |
| MORGAN STANLEY - 622-145736-126 | 2021-12-31 | $969 | $754 | $215 | $215 |
| MORGAN STANLEY - 622-145736-126 | 2021-12-31 | $1,666 | $1,649 | $17 | $17 |
| MORGAN STANLEY - 622-145737-126 | 2021-12-31 | $222 | $128 | $94 | $94 |
| MORGAN STANLEY - 622-145737-126 | 2021-12-31 | $121 | $134 | -$13 | -$13 |
| MORGAN STANLEY - 082-046754-060 | 2021-12-31 | $1,283 | $465 | $818 | $818 |
| MORGAN STANLEY - 082-123634-060 | 2021-12-31 | $1,918 | $807 | $1,111 | $1,111 |
| MORGAN STANLEY - 082-145734-060 | 2021-12-31 | $15,606 | $12,377 | $3,229 | $3,229 |
| MORGAN STANLEY - 082-145734-060 | 2021-12-31 | $9,287 | $9,909 | -$622 | -$622 |
| MORGAN STANLEY - 082-145736-060 | 2021-12-31 | $12,666 | $9,156 | $3,510 | $3,510 |
| MORGAN STANLEY - 082-145736-060 | 2021-12-31 | $6,573 | $6,551 | $22 | $22 |
| MORGAN STANLEY - 082-145737-060 | 2021-12-31 | $1,780 | $3,097 | -$1,317 | -$1,317 |
| MORGAN STANLEY - 082-145737-060 | 2021-12-31 | $61 | $139 | -$78 | -$78 |
| MORGAN STANLEY - 082-123634-060 | 2021-12-31 | $2,288 | $961 | $1,327 | $1,327 |
| MORGAN STANLEY - 082-123634-060 | 2021-12-31 | $1,731 | $1,385 | $346 | $346 |
| MORGAN STANLEY - 082-145734-060 | 2021-12-31 | $5,158 | $5,061 | $97 | $97 |
| MORGAN STANLEY - 082-145734-060 | 2021-12-31 | $1,260 | $1,373 | -$113 | -$113 |
| MORGAN STANLEY - 082-145736-060 | 2021-12-31 | $2,591 | $2,120 | $471 | $471 |
| MORGAN STANLEY - 082-145736-060 | 2021-12-31 | $246 | $228 | $18 | $18 |
| MORGAN STANLEY - 082-145737-060 | 2021-12-31 | $1,082 | $1,779 | -$697 | -$697 |
| MORGAN STANLEY - 082-145737-060 | 2021-12-31 | $267 | $287 | -$20 | -$20 |
| MORGAN STANLEY - 082-123634-060 | 2021-12-31 | $22,099 | $11,308 | $10,791 | $10,791 |
| MORGAN STANLEY - 082-123634-060 | 2021-12-31 | $5,251 | $5,068 | $183 | $183 |
| MORGAN STANLEY - 082-145734-060 | 2021-12-31 | $19,676 | $14,785 | $4,891 | $4,891 |
| MORGAN STANLEY - 082-145734-060 | 2021-12-31 | $11,600 | $11,276 | $324 | $324 |
| MORGAN STANLEY - 082-145736-060 | 2021-12-31 | $16,033 | $11,302 | $4,731 | $4,731 |
| MORGAN STANLEY - 082-145736-060 | 2021-12-31 | $6,687 | $7,309 | -$622 | -$622 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $40,077 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $506 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $506 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $506 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $6 | EsPenaltyAmt |
| Overpayment | $1,988 | OverpaymentAmt |
| Applied To ES Tax | $1,988 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOEL ZYCHICK | IndividualWithBooksNm |
| Phone | 5166802715 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 429 LENOX AVENUE 429 | AddressLine1Txt |
| City | MIAMI BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33139 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID A STEINBERG | ||||||||
| 2000 ISLAND BLVD PH9 | AVENTURA | FL | 33160 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| DIANE SIEGEL | ||||||||
| 17855 LAKE ESTATES DRIVE | BOCA RATON | FL | 33496 | TREASURER | 0.00 | $0 | $0 | $0 |
| JOEL ZYCHICK | ||||||||
| 429 LENOX AVENUE STE 429 | MIAMI BEACH | FL | 33139 | SECRETARY | 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 | $7,511,579 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,518 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,531,097 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,531,097 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $112,966 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,418,131 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $155,477 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $155,477 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $506 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $506 | TotalTaxAmt |
| Distributable Before Adj | $154,971 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $154,971 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $154,971 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $75,700 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $75,700 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $154,971 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $75,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $75,700 | 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 | $79,271 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID A STEINBERG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 429 LENOX AVENUE STE 429 | AddressLine1Txt |
| City | MIAMI BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33139 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5166802715 | RecipientPhoneNum |
| Form And Info And Materials | NO PRESCRIBED FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MARLBORO YOUTH BASEBALL & SOFTBALL | |||||||
| 66 TENNENT ROAD | MORGANVILLE | NJ | 07751 | NONE | PC | GRANT FOR YOUTH SPORTS | $5,000 |
| WAKEMAN TOWN FARM | |||||||
| 134 CROSS HIGHWAY | WESTPORT | CT | 06880 | NONE | PC | COMMUNITY FARM | $1,200 |
| THE MILKEN INSTITUTE | |||||||
| 1250 FOURTH STREET | SANTA MONICA | CA | 90401 | NONE | PC | GENERAL UNRESTRICTED FUND GRANT | $25,000 |
| CONGREGATION BETH ISRAEL | |||||||
| 1972 NW FLANDERS STREET | PORTLAND | OR | 97209 | NONE | PC | SYNAGOGUE 501C3 IN HONOR OF POLLIN FAMILY | $1,000 |
| SECTION 16H GROUP | |||||||
| 323 BERGEN BOULEVARD | FAIRVIEW | NJ | 07022 | NONE | PC | IMPACTING LIVES OF THOSE LESS FORTUNATE | $5,000 |
| CATHEDRAL CREWS ROWING CLUB | |||||||
| PO BOX 97821 | WASHINGTON | DC | 20016 | NONE | PC | GRANT FOR YOUTH SPORTS | $12,500 |
| UNIVERSITY OF RICHMOND | |||||||
| 410 WESTHAMPTON WAY | RICHMOND | VA | 23173 | NONE | PC | GENERAL UNRESTRICTED FUND GRANT | $10,000 |
| HOPE OF THE VALLEY | |||||||
| 6425 TYRONE AVE | VAN NUYS | CA | 91401 | NONE | PC | BUILDING HOUSING FOR HOMELESS IN LA | $1,000 |
| UNITE THE WORLD WITH AFRIA FOUNDATION | |||||||
| 74 LEIGHTON ROAD | WESLLESLEY | MA | 02482 | NONE | PC | PROVIDING LEADERSHIP AND DEVELOPMENT PROGRAMS FOR IMPROVISHED YOUTH AND WOMEN IN AFRICA | $5,000 |
| JOHN HOPKINS SCHOOL INC | |||||||
| 733 N BROADWAY | BALTIMORE | MD | 21205 | NONE | PC | GENERAL UNRESTRICTED FUND GRANT | $5,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 633 CLARK STREET | EVANSTON | IL | 60208 | NONE | PC | GENERAL UNRESTRICTED FUND GRANT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $75,700 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,810 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $40,077 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $41,887 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $41,887 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 3 | LineNumberTxt |
| Relationship Statement | INTEREST EARNED ON DEPOSITS TO PROVIDE DISTRIBUTIONS TO CHARITIES | RelationshipStatementTxt |
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 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GUNSTER LAW FIRM | CategoryTxt |
| Legal Fees | $10,449 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITIES | $2,738,153 | $2,615,249 | $6,951,422 |
| UNSETTLED TRANSACTIONS | $72,959 | $72,959 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEE | Desc |
| Revenue And Expenses Per Books | $5,359 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,359 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | COGENCY GLOBAL | CategoryTxt |
| Amt | $186 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $138 | Amt |
| Net Investment Income | $138 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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