M AND S FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- M AND S FAMILY FOUNDATION (EIN 83-4713697)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-06
- IRS object ID
- 202023119349100007
- Schema version
- 2019v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-06T07:26:47-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464749070 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EFFY STEIGMAN & CO CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 CROWN ST | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 112135126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 834713697 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE M AND S FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAND | BusinessNameControlTxt |
| Phone | 8456391658 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3004 AVENUE I | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSHUA MARKOVICS | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2020-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Effy Steigman | PreparerPersonNm |
| PTIN | P00705400 | PTIN |
| Phone | 3475337210 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $171,426 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $265,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $8 | InterestOnSavingsAdjNetIncmAmt |
| Total Rev And Expnss | $265,008 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $8 | TotalAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $82 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $82 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $93,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $93,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $93,582 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $93,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $171,426 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $11,419 | CashEOYAmt |
| Cash EOYFMV | $11,419 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $160,007 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $160,007 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets EOY | $171,426 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $171,426 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning EOY | $171,426 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances EOY | $171,426 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $171,426 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Excess Revenue Over Expenses | $171,426 | ExcessRevenueOverExpensesAmt |
| Subtotal | $171,426 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $171,426 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSHUA MARKOVICS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8456391767 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3004 AVENUE L | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSHUA MARKOVICS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 881 EAST 13TH STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $49,377 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $49,377 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $49,377 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $741 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $48,636 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,432 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,432 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $2,432 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,432 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,432 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $93,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $93,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $93,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,432 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $93,500 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,432 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $91,068 | RemainingDistriFromCorpusAmt |
| Total Corpus | $91,068 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $91,068 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $91,068 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cong Ahavas Chesed Torah | |||||||||||
| 1655 E 24th St | BROOKLYN | NY | 11229 | UNRELATED | RELIGIOUS | $5,000 | |||||
| Brooklyn Jewish Experience | |||||||||||
| 2915 Avenue K | Brooklyn | NY | 11210 | UNRELATED | EDUCATIONAL | $1,000 | |||||
| Bnos Yisroel School for Girls | |||||||||||
| 1629 E 29TH STREET | BROOKLYN | NY | 11229 | UNRELATED | EDUCATIONAL | $10,000 | |||||
| Cong Lev Someach Alesk | |||||||||||
| 203 Avenue F | BROOKLYN | NY | 11218 | UNRELATED | RELIGIOUS | $1,500 | |||||
| Park East Synagogue | |||||||||||
| 163 E 67th STREET | NEW YORK | NY | 10021 | UNRELATED | RELIGIOUS | $6,140 | |||||
| GUR ARYEH INSTITUTE | |||||||||||
| 385 Massachusetts Ave 300 | CAMBRIDGE | MA | 02139 | UNRELATED | EDUCATIONAL | $1,400 | |||||
| Ichud Mosdos Hachinuch | |||||||||||
| 1563 49th ST | BROOKLYN | NY | 11219 | UNRELATED | EDUCATIONAL | $14,000 | |||||
| Khal Torath Chaim Viznitz | |||||||||||
| 5228 New Utrecht Ave | BROOKLYN | NY | 11219 | UNRELATED | RELIGIOUS | $2,000 | |||||
| Kids n Camp Fund | |||||||||||
| 4403 15th Ave 489 | BROOKLYN | NY | 11219 | UNRELATED | FINANCIAL ASSISTANCE | $1,000 | |||||
| Lecheiris Organizaion | |||||||||||
| 1140 58th St | BROOKLYN | NY | 11219 | UNRELATED | RELIGIOUS | $1,000 | |||||
| Mekimi | |||||||||||
| 1274 49th Street Suite 297 | BROOKLYN | NY | 11219 | UNRELATED | HOSPITAL VISITS | $5,000 | |||||
| Shavei Hebron Yeshiva | |||||||||||
| UNRELATED | EDUCATIONAL | $4,600 | BEIT ROMANO 72 | CHEVRON | CHEVRON | IS | 901000 | ||||
| SPARKS Center | |||||||||||
| 1450 42nd St | BROOKLYN | NY | 11219 | UNRELATED | POSTPARTUM ASSSISTANCE | $1,000 | |||||
| TANTZERS | |||||||||||
| 716 Myrtle Ave | BROOOKLYN | NY | 11205 | UNRELATED | FINACIAL ASSISTANCE | $2,000 | |||||
| The Lend A Hand Project | |||||||||||
| 74 Hauppauge Rd | COMMACK | NY | 11275 | UNRELATED | FINANCIAL ASSITANCE | $1,000 | |||||
| Yad Batya L'Kallah | |||||||||||
| 1256 EAST 26TH ST | BROOKLYN | NY | 11210 | UNRELATED | FINANCIAL ASSISTANCE | $1,000 | |||||
| Yad Chaya | |||||||||||
| 72-32 136th St | FLUSHING | NY | 11367 | UNRELATED | FINANCIAL ASSISTANCE | $1,000 | |||||
| Yeshiva Kochvei Ohr | |||||||||||
| 11 Forshay Rd | SUFFERN | NY | 10901 | UNRELATED | EDUCATIONAL | $5,000 | |||||
| Yeshiva Ohr Shraga Veretzky | |||||||||||
| 1102 Avenue L | BROOKLYN | NY | 11230 | UNRELATED | EDUCATIONAL | $10,000 | |||||
| Yeshiva Tal Torah | |||||||||||
| 621 5th St | Lakewood | NJ | 08701 | UNRELATED | EDUCATIONAL | $5,000 | |||||
| Zichron Eliyahu | |||||||||||
| 1595 E 18th ST | BROOKLYN | NY | 11230 | UNRELATED | EDUCATIONAL | $3,000 | |||||
| Keren Yisocher Dov | |||||||||||
| 213 LEE AVE | BROOKLYN | NY | 11206 | UNRELATED | EDUCATIONAL | $5,000 | |||||
| VARIOUS CHARITIES | |||||||||||
| 3004 AVENUE I | BROOKLYN | NY | 11210 | UNRELATED | VARIOUS | $6,860 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $93,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JOSHUA MARKOVICS | ||||||
| 1 | 881 EAST 13TH STREET | BROOKLYN | NY | 11230 | $200,000 | Yes (X) |
| MENACHEM MARKOVICS | ||||||
| 2 | 857 EAST 13TH STREET | BROOKLYN | NY | 11230 | $65,000 | Yes (X) |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSES | Desc |
| Revenue And Expenses Per Books | $82 | RevenueAndExpensesPerBooksAmt |
Comments