DAVID A STEINBERG FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
DAVID A STEINBERG FAMILY FOUNDATION (EIN 20-0378796)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-07-28
IRS object ID
202642099349100519
Schema version
2025v4.2
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)
Return2026-07-28T12:23:34-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

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 Begin2025-01-01TaxPeriodBeginDt

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 TitleVICE PRESIDENTPersonTitleTxt
Phone5166802715PhoneNum
Signature2026-07-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPATRICIA L GREENPreparerPersonNm
PTINP00058698PTIN
Phone3053716200PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$13,777,963FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$628,800ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$243,975DividendsRevAndExpnssAmt
Dividends Net Invst Incm$243,975DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$331,244NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,471,279GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$331,244CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$16OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$16OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,204,035TotalRevAndExpnssAmt
Total Net Invst Incm$575,235TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$125,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$62,500CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$62,500CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$20,075AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$10,038AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$125,000OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$125,000OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$173,067TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$6,087TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$0TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$111,637OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$107,405OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$560,866TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$179,943TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$187,500TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,255,722ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,255,722ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,816,588TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$179,943TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,443,222TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$612,553ExcessRevenueOverExpensesAmt
Net Investment Income$395,292NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$70,371CashBOYAmt
Cash EOY$54,020CashEOYAmt
Cash EOYFMV$54,020CashEOYFMVAmt
Other Assets BOY$12,634,647OtherAssetsBOYAmt
Other Assets EOY$12,038,445OtherAssetsEOYAmt
Other Assets EOYFMV$13,723,943OtherAssetsEOYFMVAmt
Total Assets BOY$12,705,018TotalAssetsBOYAmt
Total Assets EOY$12,092,465TotalAssetsEOYAmt
Total Assets EOYFMV$13,777,963TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$12,705,018CapitalStockBOYAmt
Capital Stock EOY$12,092,465CapitalStockEOYAmt
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$12,705,018TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$12,092,465TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$12,705,018TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$12,092,465TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$12,705,018TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$612,553ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$12,092,465SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$12,092,465TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
MORGAN STANLEY #13772025-12-31$1,331,625$1,131,120$200,505$200,505
MORGAN STANLEY #13772025-12-31$701,873$502,161$199,712$199,712
MORGAN STANLEY #20932025-12-31$239,678$322,813-$83,135-$83,135
MORGAN STANLEY #20932025-12-31$196,932$183,941$12,991$12,991
CAPITAL GAINS DIVIDENDS$1,171$1,171$1,171P
FieldValueIRS element (for citing)
Capital Gain Net Income$331,244CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,495InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,495SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,495TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$21,890EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$21,890TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$16,395OverpaymentAmt
Applied To ES Tax$16,395AppliedToESTaxAmt
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 SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
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 PrsnYes (1)PayCompDisqualifiedPrsnInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DIANE SIEGEL
17855 LAKE ESTATES DRIVEBOCA RATONFL33496DIRECTOR, PRESIDENT0.00$0$0$0
STEVE VINE
3 PARK AVE 33RD FLOORNEW YORKNY10016DIRECTOR, SECRETARY0.00$0$0$0
JOEL ZYCHICK
1521 ALTON ROAD STE 676MIAMI BEACHFL33139DIRECTOR, VICE PRESIDENT6.00$125,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

FieldValueIRS element (for citing)
PersonKRISTEN STEINBERGPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12000 ISLAND BLVD PH 9AddressLine1Txt
CityAVENTURACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33160ZIPCd
FieldValueIRS element (for citing)
Service TypeADVISORYServiceTypeTxt
Compensation$125,000CompensationAmt
FieldValueIRS element (for citing)
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$12,815,611AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$45,705AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,861,316TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$12,861,316AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$192,920CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,668,396NetVlNoncharitableAssetsAmt
Minimum Investment Return$633,420MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$633,420MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,495TaxBasedOnInvestmentIncomeAmt
Total Tax$5,495TotalTaxAmt
Distributable Before Adj$627,925DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$627,925DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$627,925DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,443,222ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,443,222QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$627,925DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$1,327,767ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,038,436ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,047,060ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,413,263TotalExcessDistributionCyovAmt
Qualifying Distributions$1,443,222QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$627,925AppliedToCurrentYearAmt
Remaining Distri From Corpus$815,297RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$4,228,560TotalCorpusAmt
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$4,228,560ExcessDistriCyovToNextYrAmt
Excess From Year3$1,327,767ExcessFromYear3Amt
Excess From Year2$1,038,436ExcessFromYear2Amt
Excess From Year1$1,047,060ExcessFromYear1Amt
Excess From Current Year$815,297ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonKRISTEN S 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 (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMERS ASSOCIATION
225 N MICHIGAN AVE FLOOR 17CHICAGOIL60601NONEPCHEALTH RESEARCH$10,000
CHADWICK SCHOOLS
26800 SOUTH ACADEMY DRIVEPALOS VERDES PENINSULACA90274NONEPCGRANT FOR EDUCATION$50,000
CONGREGATION TIKVAT JACOB BETH TORAH
1829 N SPULVEDA BLVDMANHATTAN BEACHCA90266NONEPCCOMMUNITY SUPPORT$5,139
HILARITY FOR CHARITY
9301 WILSHIRE BOULEVARDBEVERLY HILLSCA90210NONEPCHEALTH RESEARCH$83,333
IT'S BIGGER THAN US
2006 W 76TH STREETLOS ANGELESCA90047NONEPCCOMMUNITY SUPPORT$50,000
MILKEN INSTITUTE
730 15TH STREET NW 5TH FLOORWASHINGTONDC20005NONEPCCOMMUNITY SUPPORT$150,000
PROSTATE CANCER FOUNDATION
1250 FOURTH STREETSANTA MONICACA90401NONEPCHEALTH RESEARCH$300,000
THE HUN SCHOOL OF PRINCETON
176 EDGERSTOUNE ROADPRINCETONNJ08619NONEPCGRANT FOR EDUCATION$52,500
TRINAS KIDS FOUNDATION
545 SOUTH CLARENCE STLOS ANGELESCA90033NONEPCCOMMUNITY SUPPORT$25,000
UCLA FOUNDATION
10920 WILSHIRE BOULEVARD SUITE 900LOS ANGELESCA90024NONEPCGRANT FOR EDUCATION$88,750
COMMUNITY FOUNDATION OF THE TEXAS HILL COUNTRY
241 EARL GARRETT STREETKERRVILLETX78028NONEPCCOMMUNITY SUPPORT$5,000
CRIMINAL JUSTICE REFORM FOUNDATION
PO BOX 031NEW YORKNY10018NONEPCCOMMUNITY SUPPORT$150,000
GIRLS ON THE RUN MIAMI
495 BRICKELL AVE SUITE 2901MIAMIFL33131NONEPCHEALTH AND RESEARCH$10,000
HARLEM RBI INC
1991 SECOND AVENUENEW YORKNY10029NONEPCGENERAL SUPPORT$10,000
KLINIC KIDS INC
489 THROGS NECK EXPRESSWAYBRONXNY10465NONEPCGENERAL SUPPORT$100,000
MARINE MAMMAL CARE CENTER
1536 W 25TH STREET BOX 272SAN PEDROCA90732NONEPCGENERAL SUPPORT$10,000
MYRIAD USA
551 FIFTH AVENUE SUITE 2400NEW YORKNY10176NONEPCGENERAL SUPPORT$100,000
TEXAS SEARCH AND RESCUE
1351 RAND ROAD12 STE 103WIMBERLEYTX78676NONEPCGENERAL SUPPORT$5,000
SHE READY FOUNDATION
3727 W MAGNOLIUA BLVD STE 807BURBANKCA91505NONEPCCOMMUNITY SUPPORT$25,000
UNIVERSITY OF TENNESSEE FOUNDATION INC
1525 UNIVERSITY AVENUEKNOIXVILLETN37921NONEPCCOMMUNITY SUPPORT$1,000
UNITE THE WORLD WITH AFRICA FOUNDATION
154 ARLINGTON AVEPROVIDENCERI02906NONEPCGENERAL SUPPORT$5,000
CHADWICK FUND
26800 SOUTH ACADEMY DRIVEPALOS VERDES PENINSULACA90274NONEPCGRANT FOR EDUCATION$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,255,722TotalGrantOrContriPdDurYrAmt
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$243,975ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,171ExclusionAmt
Related Or Exempt Function Incm$330,073RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$245,162ExclusionAmt
Related Or Exempt Function Incm$330,073RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$575,235TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
DAVID A STEINBERG 2024 CLAT DTD 121024
11521 ALTON ROAD STE 676MIAMI BEACHFL33139$626,324Yes (X)
DAVID A STEINBERG 2024 CLAT DTD 121024
21521 ALTON ROAD STE 676MIAMI BEACHFL33139$2,476Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property32,222 SHARES ZETA GLOBAL HOLDINGS CORP CL ANoncashPropertyDesc
Fair Market Value$626,324FairMarketValueAmt
Received2025-12-23ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryEISNER ADVISORY SERVICESCategoryTxt
Amt$20,075Amt
Net Investment Income$10,038NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SECURITIES$12,633,458$12,034,543$13,720,041
DIVIDENDS RECEIVABLE$1,189$1,426$1,426
CONTRIBUTIONS RECEIVABLE$2,476$2,476

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEE$107,405$107,405$0
COGENCY GLOBAL$175$0$0
OFFICE EXPENSE$4,057$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMORGAN STANLEY - #46754Desc
Revenue And Expenses Per Books$16RevenueAndExpensesPerBooksAmt
Net Investment Income$16NetInvestmentIncomeAmt
Adjusted Net Income$16AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEESCategoryTxt
Amt$125,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$125,000DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Business Name BusinessName

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

US Address USAddress

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

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$3,067$0$0
EXCISE TAX$170,000$0$0

Comments

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