CHARLES STEIN FAMILY FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
CHARLES STEIN FAMILY FOUNDATION INC (EIN 47-2579153)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-08-09
IRS object ID
202122219349100007
Schema version
2020v4.1
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)
Return2021-08-09T10:09:31-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN650218667PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1380 COLUMBIA DRIVE SUITE 111AddressLine1Txt
CityWEST PALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33409ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472579153EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLES STEINPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5615330344PhoneNum
Signature2021-08-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHARLESPersonFirstNm
Person LastSTEINPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

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

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,330,191FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$367,641ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$41,543DividendsRevAndExpnssAmt
Dividends Net Invst Incm$41,543DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$56,630NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,185,783GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$307,422CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$465,815TotalRevAndExpnssAmt
Total Net Invst Incm$348,966TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,450AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,450AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$4,707TaxesRevAndExpnssAmt
Taxes Net Invst Incm$21TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$18,875OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$11,843OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$61OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$27,032TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,864TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,511TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$115,854ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$115,854ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$142,886TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,864TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$119,365TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$322,929ExcessRevenueOverExpensesAmt
Net Investment Income$337,102NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$61,027CashBOYAmt
Cash EOY$48,662CashEOYAmt
Cash EOYFMV$48,662CashEOYFMVAmt
Sav And Temp Cash Invst BOY$16,039SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$27,242SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$27,242SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$2,427PrepaidExpensesBOYAmt
Corporate Stock BOY$878,239CorporateStockBOYAmt
Corporate Stock EOY$1,083,436CorporateStockEOYAmt
Corporate Stock EOYFMV$1,464,331CorporateStockEOYFMVAmt
Corporate Bonds BOY$640,089CorporateBondsBOYAmt
Corporate Bonds EOY$763,669CorporateBondsEOYAmt
Corporate Bonds EOYFMV$789,956CorporateBondsEOYFMVAmt
Total Assets BOY$1,597,821TotalAssetsBOYAmt
Total Assets EOY$1,923,009TotalAssetsEOYAmt
Total Assets EOYFMV$2,330,191TotalAssetsEOYFMVAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$2,259OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,259TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,597,821RetainedEarningBOYAmt
Retained Earning EOY$1,920,750RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,597,821TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,920,750TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,597,821TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,923,009TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,597,821TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$322,929ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,920,750SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,920,750TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDt
BB&T (ST) - SEE STATEMENT 13$919,435$891,526$27,909$27,909
BB&T (LT) - SEE STATEMENT 13$908,729$874,950$33,779$33,779
476 SHS VISA INC$96,604$33,434$63,170$63,1702020-01-232020-02-07
150 SHS ALPHABET INC CL A$261,015$78,451$182,564$182,5642020-11-052020-11-23
FieldValueIRS element (for citing)
Capital Gain Net Income$307,422CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,686InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,686SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,686TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,427EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,427TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$2,259TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,821,784AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$90,443AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,912,227TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,912,227AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$28,683CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,883,544NetVlNoncharitableAssetsAmt
Minimum Investment Return$94,177MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$94,177MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,686TaxBasedOnInvestmentIncomeAmt
Total Tax$4,686TotalTaxAmt
Distributable Before Adj$89,491DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$89,491DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$89,491DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$119,365ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$119,365QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$119,365AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$89,491DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$19,347ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$37,461ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$69,939ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$40,423ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$167,170TotalExcessDistributionCyovAmt
Qualifying Distributions$119,365QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$89,491AppliedToCurrentYearAmt
Remaining Distri From Corpus$29,874RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$197,044TotalCorpusAmt
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$197,044ExcessDistriCyovToNextYrAmt
Excess From Year4$19,347ExcessFromYear4Amt
Excess From Year3$37,461ExcessFromYear3Amt
Excess From Year2$69,939ExcessFromYear2Amt
Excess From Year1$40,423ExcessFromYear1Amt
Excess From Current Year$29,874ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AVIV HATORAH
2050 N STEMMONS FRWY UNIT-211DALLASTX75207N/APUBLIC CHARITYGENERAL SUPPORT$14,494
CENTRAL FUND FOR ISRAEL
980 AVENUE OF THE AMERICASNEW YORKNY10018N/APUBLIC CHARITYGENERAL SUPPORT$46,000
CHABAD OF SOUTH PALM BEACH INC
224 S OCEAN BLVDMANALAPANFL33462N/APUBLIC CHARITYGENERAL SUPPORT$40,000
HOMELESS EMPOWERMENT PROJECT INC
1120 N BETTY LANECLEARWATERFL33755N/APUBLIC CHARITYGENERAL SUPPORT$4,500
AMERICAN DIABETES ASSOCIATION
2451 CRYSTAL DR SUITE 900ARLINGTONVA22202N/APUBLIC CHARITYGENERAL SUPPORT$360
AMERICAN STROKE FOUNDATION
6405 METCALF AVE SUITE 214OVERLAND PARKKS66202N/APUBLIC CHARITYGENERAL SUPPORT$500
THE LORD'S PLACE
2808 N AUSTRALIAN AVEWEST PALM BEACHFL33407N/APUBLIC CHARITYGENERAL SUPPORT$5,000
MORSELIFE FOUNDATION
4920 LORING DRWEST PALM BEACHFL33417N/APUBLIC CHARITYGENERAL SUPPORT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$115,854TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$41,543ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$56,630ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$98,174ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$98,174TotalIncomeProducingActyAmt

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 (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
CHARLES STEIN
12204 NOTRE DAMELAKE WORTH BEACHFL33460$103,425Yes (X)
CHARLES STEIN
22204 NOTRE DAMELAKE WORTH BEACHFL33460$88,604Yes (X)
CHARLES STEIN
32204 NOTRE DAMELAKE WORTH BEACHFL33460$26,581Yes (X)
CHARLES STEIN
42204 NOTRE DAMELAKE WORTH BEACHFL33460$149,031Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1500 SHARES VISA INC$103,4252020-01-23
250 SHARES ALPHABET INC CL A$88,6042020-11-05
315 SHARES ALPHABET INC CL A$26,5812020-11-05
485 SHARES ALPHABET INC CL A$149,0312020-11-19

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,450Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,450DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondSEE STATEMENT 15BondNm
EOY Book Value$763,669EOYBookValueAmt
EOYFMV$789,956EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSEE STATEMENT 14StockNm
EOY Book Value$1,083,436EOYBookValueAmt
EOYFMV$1,464,331EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$11,843$11,843$0
STATE FILING FEE$61$0$61
BOOK TO TAX ADJUSTMENT$6,971$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHERDesc
Revenue And Expenses Per Books$1RevenueAndExpensesPerBooksAmt
Net Investment Income$1NetInvestmentIncomeAmt
Adjusted Net Income$1AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescFEDERAL EXCISE TAX PAYABLEDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$2,259EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX WITHHELD$21$21$0
EXCISE TAX$4,686$0$0

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