M AND S FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
M AND S FAMILY FOUNDATION (EIN 83-4713697)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-03
IRS object ID
202133079349100428
Schema version
2020v4.0
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)
Return2021-11-03T12:50:12-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-11-03SignatureDt
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)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$12,566FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$205,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$27InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$27InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$27InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$205,027TotalRevAndExpnssAmt
Total Net Invst Incm$27TotalNetInvstIncmAmt
Total Adj Net Incm$27TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,800AccountingFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,800TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$362,917ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$362,917ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$364,717TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$362,917TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$159,690ExcessRevenueOverExpensesAmt
Net Investment Income$27NetInvestmentIncomeAmt
Adjusted Net Income$27AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$11,419CashBOYAmt
Cash EOY$9,383CashEOYAmt
Cash EOYFMV$9,383CashEOYFMVAmt
Sav And Temp Cash Invst BOY$160,007SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,183SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,183SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$171,426TotalAssetsBOYAmt
Total Assets EOY$12,566TotalAssetsEOYAmt
Total Assets EOYFMV$12,566TotalAssetsEOYFMVAmt
Other Liabilities EOY$830OtherLiabilitiesEOYAmt
Total Liabilities EOY$830TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$171,426RetainedEarningBOYAmt
Retained Earning EOY$11,736RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$171,426TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,736TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$171,426TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$12,566TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$171,426TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$159,690ExcessRevenueOverExpensesAmt
Subtotal$11,736SubtotalAmt
Tot Net Ast Or Fund Balances EOY$11,736TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

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$91,996AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$91,996TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$91,996AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,380CashDeemedCharitableAmt
Net Vl Noncharitable Assets$90,616NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,531MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,531MinimumInvestmentReturnAmt
Distributable Before Adj$4,531DistributableBeforeAdjAmt
Distributable Before Ded$4,531DistributableBeforeDedAmt
Distributable As Adjusted$4,531DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$362,917ExpensesAndContributionsAmt
Qualifying Distributions$362,917QualifyingDistributionsAmt
Adjusted Qualifying Distri$362,917AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,531DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$91,068ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$91,068TotalExcessDistributionCyovAmt
Qualifying Distributions$362,917QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,531AppliedToCurrentYearAmt
Remaining Distri From Corpus$358,386RemainingDistriFromCorpusAmt
Total Corpus$449,454TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$449,454ExcessDistriCyovToNextYrAmt
Excess From Year1$91,068ExcessFromYear1Amt
Excess From Current Year$358,386ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 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$10,000
Khal Torath Chaim Viznitz
5228 New Utrecht AveBROOKLYNNY11219UNRELATEDRELIGIOUS$1,000
Kids n Camp Fund
4403 15th Ave 489BROOKLYNNY11219UNRELATEDFINANCIAL ASSISTANCE$5,000
Mekimi
1274 49th Street Suite 297BROOKLYNNY11219UNRELATEDHOSPITAL VISITS$5,000
Shavei Hebron Yeshiva
UNRELATEDEDUCATIONAL$9,600BEIT ROMANO 72CHEVRONCHEVRONIS901000
SPARKS Center
1450 42nd StBROOKLYNNY11219UNRELATEDPOSTPARTUM ASSSISTANCE$1,000
TANTZERS
716 Myrtle AveBROOOKLYNNY11205UNRELATEDFINACIAL ASSISTANCE$5,000
Yad Chaya
72-32 136th StFLUSHINGNY11367UNRELATEDFINANCIAL ASSISTANCE$1,500
Yeshiva Kochvei Ohr
11 Forshay RdSUFFERNNY10901UNRELATEDEDUCATIONAL$20,250
Yeshiva Ohr Shraga Veretzky
1102 Avenue LBROOKLYNNY11230UNRELATEDEDUCATIONAL$4,600
Keren Yisocher Dov
213 LEE AVEBROOKLYNNY11206UNRELATEDEDUCATIONAL$13,000
VARIOUS CHARITIES
3004 AVENUE IBROOKLYNNY11210UNRELATEDVARIOUS$8,791
Cong Keren Ateres Yisocher Dov
213 LEE AVEBROKLYNNY11206UNRELATEDRELIGIOUS$18,000
A-TIME
310 48th St 406BrooklynNY11219UNRELATEDFERTILITY ASSISTANCE$8,315
AGUDATH BEIS BINYOMIN CHESED FUND
2913 Avenue LBROOKLYNNY11210UNRELATEDFINANCIAL ASSISTANCE$1,000
AGUDATH FRIENDS OF DBL
42 Broadway 14th floorNEW YORKNY10004UNRELATEDEDUCATIONAL$1,500
BAIS YAAKOV D'RAV MEIR
85 Parkville AveBROOKYLNNY11230UNRELATEDRELIGIOUS$3,000
BIKUR CHOLIM CHIRON
387 KINGSTONN AVEBROOKLYNNY11213UNRELATEDASSISTING THE SICK$2,000
BNEI TORAH
3514 Flatlands AvenueBROOKLYNNY11234UNRELATEDRELIGIOUS$1,500
CATSKILLS HATZALAH
1070 McDonald AveBROOKYLNNY11230UNRELATEDEMERGENCY RESPONDERS$1,000
CHAYIM V'CHESSED
UNRELATEDFINANCIAL ASSISTANCE$3,600HAR HATZOFIM HARTOM ST 16JERUSALEMISRAELIS97774
CONG YETEV LEV
13 HOOPER STBROOKLYNNY11249UNRELATEDRELIGIOUS$1,000
CONG CHESSED SHEL EMES
1224 52ND STBROOKLYNNY11219UNRELATEDPOSTMORTEM ASSISTANCE$1,500
CONG TORAS CHUCHEM
18 Morris RdSPRING VALLEYNY10977UNRELATEDEDUCATIONAL$5,000
Congregation Our Layeshorim
89 THROOP AVEBROOKLYNNY11206UNRELATEDRELIGIOUS$1,300
FLATBUSH HATZALA
1880 OCEAN AVEBROOKLYNNY11230UNRELATEDEMERGENCY RESPONDERS$11,100
FLATBUSH SHOMRIM
1009 E 14TH STBROOKLYNNY11230UNRELATEDCOMMUNITY SAFETY$1,700
HATZALA EMERGENCY AIR RESPONSE TEAM
7832 138TH STFLUSHINGNY11367UNRELATEDEMERGENCY REPSONDERS$5,000
MY EXTENDED FAMILY
3315 AVENUE NBROOKLYNNY11234UNRELATEDCHILD CARE ASSISTANCE$1,500
OHR BAIS YAAKOV
3054 BEDFORD AVEBROOKLYNNY11210UNRELATEDEDUCATIONAL$9,000
OHR MATISYAHU
953 E COUNTY LINE RDLAKEWOODNJ08701UNRELATEDRELIGIOUS$2,500
OJC FUND
1303- 53RD ST STE 303BROOKLYNNY11219UNRELATEDEDUCATIONAL$70,000
OORAH
1805 SWARTHMORE AVELAKEWOODNJ08701UNRELATEDRELIGIOUS$1,500
RCCS
762 Bedford AvenueBROOKLYNNY11205UNRELATEDCANCER PATIENTS ASSISTANCE$1,500
SANDLE FAMILY CHARITY
27422 PACIFIC COAST HWYMALIBUCA90265UNRELATEDFINANCIAL ASSITANCE$1,000
SAR SHALOM
4107 16TH AVEBROOKLYNNY11204UNRELATEDRELIGIOUS$1,500
SHEIRES L'PINCHAS
18 JEFFERSON AVE SUITE 107NEW SQUARENY10977UNRELATEDEDUCATIONAL$15,600
THE CHESSED FUND
600 Reisterstown RdPIKESVILLEMD21208UNRELATEDVARIOUS$2,380
THE FLATBUSH COMMUNITY
CO BERNATH AND ROSENBERG PC 1BROOKLYNNY10018UNRELATEDFINANCIAL ASSISTANCE$5,000
TOMOSHOV CONGREGATION
1212 AVE IBROOKLYNNY11230UNRELATEDRELIGIOUS$52,081
VA'AD LE'ORER YESHAINIM
150 BOULEVARDPASSAICNJ07055UNRELATEDRELIGIOUS$1,000
YESHIVA TORAH V'DAATH
425 E 9TH STBROOKLYNNY11218UNREALTEDEDUCATION$47,100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$362,917TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$27RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$27RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$27TotalIncomeProducingActyAmt

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$87,500Yes (X)
MENACHEM MARKOVICS
2857 EAST 13TH STREETBROOKLYNNY11230$117,500Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$1,800Amt
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
EOY Book Value$830EOYBookValueAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.