DAVID A STEINBERG FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
DAVID A STEINBERG FAMILY FOUNDATION (EIN 20-0378796)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-08-12
IRS object ID
202512249349101006
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-08-12T12:00:16-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN871353108PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12811 PONCE DE LEON BLVD SUITE 1150AddressLine1Txt
CityCORAL GABLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33134ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200378796EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOEL ZYCHICKPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone5166802715PhoneNum
Signature2025-08-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPATRICIA L GREENPreparerPersonNm
PTINP00058698PTIN
Phone3053716200PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$12,962,914FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$34,361ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$116,715DividendsRevAndExpnssAmt
Dividends Net Invst Incm$116,715DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$10,865,110NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$13,034,046GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$11,375,065CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$11,016,186TotalRevAndExpnssAmt
Total Net Invst Incm$11,491,780TotalNetInvstIncmAmt
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$20,175AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$10,088AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$17,467TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$24,837OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$24,486OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$62,479TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$34,574TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,336,009ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,336,009ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,398,488TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$34,574TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,336,009TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$9,617,698ExcessRevenueOverExpensesAmt
Net Investment Income$11,457,206NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$40,142CashBOYAmt
Cash EOY$70,371CashEOYAmt
Cash EOYFMV$70,371CashEOYFMVAmt
Other Assets BOY$3,394,282OtherAssetsBOYAmt
Other Assets EOY$12,634,647OtherAssetsEOYAmt
Other Assets EOYFMV$12,892,543OtherAssetsEOYFMVAmt
Total Assets BOY$3,434,424TotalAssetsBOYAmt
Total Assets EOY$12,705,018TotalAssetsEOYAmt
Total Assets EOYFMV$12,962,914TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$3,434,424CapitalStockBOYAmt
Capital Stock EOY$12,705,018CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,434,424TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$12,705,018TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,434,424TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$12,705,018TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,434,424TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$9,617,698ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$13,052,122SubtotalAmt
Other Decreases$347,104OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$12,705,018TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtHow AcquiredHowAcquiredCd
MORGAN STANLEY - #113772024-12-31$225,035$178,602$46,433$46,433
MORGAN STANLEY - #113772024-12-31$243,134$145,270$97,864$97,864
MORGAN STANLEY - #120932024-12-31$16,763$14,209$2,554$2,554
ZETA GLOBAL HLDGS CORP CL A2024-08-15$480,773$152,400$328,373$328,3732023-09-01
ZETA GLOBAL HLDGS CORP CL A$12,068,014$1,168,500$10,899,514$10,899,514P
CAPITAL GAINS DIVIDENDS$327$327$327P
FieldValueIRS element (for citing)
Capital Gain Net Income$11,375,065CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$159,255InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$159,255SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$159,255TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$11,145EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$170,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$181,145TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$21,890OverpaymentAmt
Applied To ES Tax$21,890AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJOEL ZYCHICKIndividualWithBooksNm
Phone5166802715PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11521 ALTON ROAD STE 676AddressLine1Txt
CityMIAMI BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33139ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID A STEINBERG
2000 ISLAND BLVD PH9AVENTURAFL33160PRESIDENT1.00$0$0$0
DIANE SIEGEL
17855 LAKE ESTATES DRIVEBOCA RATONFL33496TREASURER0.00$0$0$0
JOEL ZYCHICK
1521 ALTON ROAD STE 676MIAMI BEACHFL33139SECRETARY3.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$9,079,412AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$21,176AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,100,588TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$9,100,588AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$136,509CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,964,079NetVlNoncharitableAssetsAmt
Minimum Investment Return$448,204MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$448,204MinimumInvestmentReturnAmt
Tax Based On Investment Income$159,255TaxBasedOnInvestmentIncomeAmt
Total Tax$159,255TotalTaxAmt
Distributable Before Adj$288,949DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$288,949DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$288,949DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,336,009ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,336,009QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$288,949DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$1,327,767ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,038,436ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,366,203TotalExcessDistributionCyovAmt
Qualifying Distributions$1,336,009QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$288,949AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,047,060RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,413,263TotalCorpusAmt
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$3,413,263ExcessDistriCyovToNextYrAmt
Excess From Year2$1,327,767ExcessFromYear2Amt
Excess From Year1$1,038,436ExcessFromYear1Amt
Excess From Current Year$1,047,060ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDAVID A STEINBERGRecipientPersonNm

Recipient US Address RecipientUSAddress

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMERS ASSOCIATION
225 N MICHIGAN AVE FLOOR 17CHICAGOIL60601NONEPCHEALTH RESEARCH$25,000
COLUMBIA UNIVERSITY
535 W 116TH STREETNEW YORKNY10027NONEPCCOMMUNITY SUPPORT$100,000
CHADWICK SCHOOLS
26800 SOUTH ACADEMY DRIVEPALOS VERDES PENINSULACA90274NONEPCGRANT FOR EDUCATION$31,000
CONGREGATION TIKVAT JACOB BETH TORAH
1829 N SPULVEDA BLVDMANHATTAN BEACHCA90266NONEPCCOMMUNITY SUPPORT$976
LEUKEMIA & LYMPHOMA SOCIETY
PO BOX 22324NEW YORKNY10087NONEPCCOMMUNITY SUPPORT$500
HILARITY FOR CHARITY
9301 WILSHIRE BOULEVARDBEVERLY HILLSCA90210NONEPCHEALTH RESEARCH$83,333
IT'S BIGGER THAN US
2006 W 76TH STREETLOS ANGELESCA90047NONEPCCOMMUNITY SUPPORT$35,000
MICHAEL BLACKSON FOUNDATION
925 MATHER DRIVEBEARMD19701NONEPCWORLD HUNGER$45,000
MILKEN CTR ADVANCING AMERICA
730 15TH STREET NW 5TH FLOORWASHINGTONDC20005NONEPCCOMMUNITY SUPPORT$200,000
MILKEN INSTITUTE
730 15TH STREET NW 5TH FLOORWASHINGTONDC20005NONEPCCOMMUNITY SUPPORT$50,000
PARIS BRAIN INSTITUTE AMERICA
PO BOX 216PALISADESNY10964NONEPCCOMMUNITY SUPPORT$50,000
PROSTATE CANCER FOUNDATION
1250 FOURTH STREETSANTA MONICACA90401NONEPCHEALTH RESEARCH$150,000
NORTHSIDE CENTER FOR CHILD DEVELOPMENT
1475 PARK AVENUENEW YORKNY10029NONEPCGRANT FOR EDUCATION$5,000
SECTION 16H GROUP
323 BERGEN BOULEVARDFAIRVIEWNJ07022NONEPCIMPACTING LIVES OF THOSE LESS FORTUNATE$20,000
TRINAS KIDS FOUNDATION
545 SOUTH CLARENCE STLOS ANGELESCA90033NONEPCCOMMUNITY SUPPORT$50,000
THE HUN SCHOOL OF PRINCETON
176 EDGERSTOUNE ROADPRINCETONNJ08619NONEPCGRANT FOR EDUCATION$52,500
THE METROPOLITAN MUSEUM
1000 5TH AVENEW YORKNY10028NONEPCCOMMUNITY SUPPORT$1,000
UCLA FOUNDATION
10920 WILSHIRE BOULEVARD SUITE 900LOS ANGELESCA90024NONEPCGRANT FOR EDUCATION$88,750
WEST POINT ASSN OF GRADUATES
698 MILLS ROADWEST POINTNY10996NONEPCCOMMUNITY SUPPORT$25,000
UNIVERSITY OF RICHMOND
410 WESTHAMPTON WAYRICHMONDVA23173NONEPCGENERAL UNRESTRICTED FUND GRANT$10,000
BANK OF AMERICA CHARITABLE GIFT FUND
100 FEDERAL STREET MA5-100-10-21BOSTONMA02110NONEPCGENERAL UNRESTRICTED$312,950
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,336,009TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$116,715ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$327ExclusionAmt
Related Or Exempt Function Incm$10,864,783RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$117,042ExclusionAmt
Related Or Exempt Function Incm$10,864,783RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10,981,825TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

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

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

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1DAVID A STEINBERG 2024 CLAT DTD 121024BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11521 ALTON ROAD STE 676AddressLine1Txt
CityMIAMI BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33139ZIPCd
FieldValueIRS element (for citing)
Total Contributions$34,361TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryEISNER ADVISORY SERVICESCategoryTxt
Amt$20,175Amt
Net Investment Income$10,088NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SECURITIES$3,394,282$12,633,458$12,891,354
DIVIDENDS RECEIVABLE$1,189$1,189

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
BOOK / FMV DIFFERENCE - SHARES TO CHARITY$346,800
BOOK TAX DIFFERENCE$304

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEE$24,486$24,486$0
GLENWOOD MGMT CO$75$0$0
COGENCY GLOBAL$196$0$0
DC FILINGS FEE$80$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$467$0$0
EXCISE TAX$17,000$0$0

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