THE STEINBERG FAMILY FUND INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE STEINBERG FAMILY FUND INC (EIN 13-3254493)
- Tax period
- 2024-12-01 to 2025-11-30
- Filed
- 2026-02-21
- IRS object ID
- 202630529349100408
- Schema version
- 2024v5.5
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-21T19:43:21-06:00 | ReturnTs |
| Tax Period End | 2025-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 853808913 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOX AND ASSOCIATES CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12205 WATERSTONE CIRCLE | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33412 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133254493 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STEINBERG FAMILY FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEI | BusinessNameControlTxt |
| Phone | 2127526400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO A FOX 167 VIERA DRIVE | AddressLine1Txt |
| City | PALM BEACH GARDENS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33418 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT M STEINBERG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2127526400 | PhoneNum |
| Signature | 2026-02-21 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JUSTIN B FOX | PreparerPersonNm |
| PTIN | P01517849 | PTIN |
| Phone | 2127526400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,252,652 | 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 |
| Interest On Sav Rev And Expnss | $3,227 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,227 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $351,672 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $351,672 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$38,811 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,945,555 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $35,543 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $35,543 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $351,631 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $390,442 | 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 |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,750 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10,534 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $793 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,376 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,126 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,410 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,669 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $440,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $440,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $463,410 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,669 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $442,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$111,779 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $378,773 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $518 | CashBOYAmt |
| Cash EOY | $518 | CashEOYAmt |
| Cash EOYFMV | $518 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $100,892 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $39,480 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $39,480 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $630 | AcctRcvblAmt |
| Acct Rcvbl BOY | $630 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $630 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $630 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $3,789,744 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,017,178 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,056,853 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,046,979 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,950,750 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,953,339 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,488,936 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,307,364 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,201,832 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,427,699 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,315,920 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,252,652 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,135,876 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,135,876 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,291,823 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,180,044 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,427,699 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,315,920 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,427,699 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,315,920 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,427,699 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$111,779 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,315,920 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,315,920 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SEE SCHEDULE ATTACHED | PropertyDesc |
| Gross Sales Price | $7,945,555 | GrossSalesPriceAmt |
| Cost Or Other Basis | $7,984,366 | CostOrOtherBasisAmt |
| Gain Or Loss | -$38,811 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$38,811 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$38,811 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,265 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,265 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,265 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,516 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,516 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,251 | OverpaymentAmt |
| Applied To ES Tax | $1,251 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | 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 | FOX ASSOCIATES CPAS PC | IndividualWithBooksNm |
| Phone | 2127526400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1969 EAST 36TH STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11234 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT STEINBERG | ||||||||
| 711 SOUTH OCEAN BLVD | DELRAY BEACH | FL | 334836635 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| SUZANNE STEINBERG | ||||||||
| 711 SOUTH OCEAN BLVD | DELRAY BEACH | FL | 334836635 | V.P. & TREAS | 5.00 | $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 | $8,949,704 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $79,664 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,029,368 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,029,368 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $135,441 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,893,927 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $444,696 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $444,696 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,265 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,265 | TotalTaxAmt |
| Distributable Before Adj | $439,431 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $439,431 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $439,431 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $442,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $442,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $439,431 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $429,194 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $442,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $429,194 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,806 | 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 | $426,625 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT STEINBERG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| Shabbat Shalom Fax | |||||||
| PO Box 2261 | Beverly Hills | CA | 90213 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $1,000 | |
| RU Bildner Center | |||||||
| 12 COLLEGE AVE | NEW BRUNSWICK | NJ | 08901 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $10,000 | |
| Hebrew Institute | |||||||
| 3700 HENRY HUDSON PKWY | BRONX | NY | 10463 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $30,000 | |
| McCarthy's Wildlife | |||||||
| 12943 61st St North | WEST PALM BEACH | FL | 33412 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $15,000 | |
| Prager U | |||||||
| 15021 VENTURA BLVD 552 | SHERMAN OAKS | CA | 91403 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $30,000 | |
| Stamford Hospital | |||||||
| ONE HOSPITAL PLAZA | STAMFORD | CT | 06902 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $25,000 | |
| Alliance for Eating Disorder | |||||||
| 4400 N CONGRESS AVE STE 100 | WEST PALM BEACH | FL | 33407 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $5,000 | |
| PAP Corp | |||||||
| 1191 E NEWPORT CENTER DRIVE SUITE | DEERFIELD BEACH | FL | 33442 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $1,000 | 107 |
| Ohr Yisroel | |||||||
| 441 US-9W | ALPINE | NJ | 07620 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $10,000 | |
| Fido Fixers Providence Animal | |||||||
| PO BOX 4801 | GREENWICH | CT | 06831 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $137,000 | |
| FIDF | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $5,000 | |
| AMFDA | |||||||
| 20 WEST 36TH STREET SUITE 1100 | NEW YORK | NY | 100189784 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $18,000 | |
| Jewish Federation of PB | |||||||
| 1 HARVARD CIRCLE 100 | WEST PALM BEACH | FL | 33409 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $20,000 | |
| Music Health Alliance | |||||||
| 29 MUSIC SQUARE EAST | NASHVILLE | TN | 37203 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $5,000 | |
| Hope for Depression | |||||||
| 40 W 57TH STREET SUITE 1440 | NEW YORK | NY | 10019 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $10,000 | |
| Sustainable Markets Fdn | |||||||
| 140 S DEARBORN ST | CHICAGO | IL | 60603 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $10,000 | |
| WCS | |||||||
| PO BOX 96215 | WASHINGTON | DC | 20090 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $5,000 | |
| WCS | |||||||
| PO BOX 96215 | WASHINGTON | DC | 20090 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $5,000 | |
| Greenwich Academy | |||||||
| 200 N MAPLE AVE | GREENWICH | CT | 06830 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $10,000 | |
| Tunnel to Towers | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $2,500 | |
| Palm Beach Sheriff | |||||||
| 3228 Gun Club Road | WEST PALM BEACH | FL | 33406 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $3,000 | |
| Polk Sheriff Charities | |||||||
| 1891 Jim Keene Blvd | Winter Haven | FL | 33880 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $5,000 | |
| Broward Center Art Fdn | |||||||
| 201 SW FIFTH AVENUE | FORT LAUDERDALE | FL | 33312 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $10,000 | |
| Audubon | |||||||
| 225 VARICK ST | NEW YORK | NY | 10014 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $10,000 | |
| Chabad of Lancaster | |||||||
| 1024 Harrisburg Ave | Lancaster | PA | 17603 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $5,000 | |
| F&M Hillel | |||||||
| PO Box 3003 | Lancaster | PA | 176043003 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $5,000 | |
| Ohr Yisroel | |||||||
| 441 US-9W | ALPINE | NJ | 07620 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $10,000 | |
| Holocaust Musuem | |||||||
| 55 5TH ST S | ST PETERSBURG | FL | 33701 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $5,000 | |
| Providence Animal Center | |||||||
| 555 SANDY BANK RD | MEDIA | PA | 19063 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $20,000 | |
| GEMS | |||||||
| 205 YOAKUM PARKWAY | ALEXANDRIA | VA | 22304 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $2,500 | |
| Birthright Israel | |||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | NONE | THE PURPOSE OF THESE CONTRIBUTIONS IS TO AID THE DONEE PUBLIC ORGANIZATIONS TO CARRY OUT THEIR EXEMPT CHARITABLE FUNCTIONS. | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $440,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,227 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $351,672 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,543 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$38,811 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $390,442 | ExclusionAmt |
| Related Or Exempt Function Incm | -$38,811 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $351,631 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | NOT APPLICABLE |
| 4 | NOT APPLICABLE |
| 8 | NOT APPLICABLE |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $1,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY SMITH BARNEY | $689,151 | $702,981 |
| MORGAN STANLEY SMITH BARNEY-67332 | $2,261,599 | $3,250,358 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,017,178 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,056,853 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY-ALTERNATIVE INVESTMENTS | FMV | $334,946 | $137,549 |
| MORGAN STANLEY SMITH BARNEY-MUTUAL FUNDS | FMV | $386,057 | $386,057 |
| MORGAN STANLEY SMITH BARNEY-ETF AND CLOSED-END FUNDS | FMV | $491,170 | $571,850 |
| MORGAN STANLEY SMITH BARNEY-67332-ETF AND CLOSED-END FUNDS | FMV | $95,191 | $106,376 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEE | $250 | $0 | $250 |
| MGMT FEES | $9,126 | $9,126 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NORTH HAVEN CREDIT PARTNERS II OFFSHORE PFIC INCOME | Desc |
| Revenue And Expenses Per Books | $35,543 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $35,543 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $35,543 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $9,741 | $0 | $0 |
| FOREIGN TAXES | $793 | $793 | $0 |
Comments