STEINBERG FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- STEINBERG FAMILY FOUNDATION (EIN 88-0509331)
- Tax period
- 2021-09-01 to 2022-08-31
- Filed
- 2023-01-12
- IRS object ID
- 202300129349101070
- Schema version
- 2021v4.2
- 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
- Form 990-PF
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-01-12T20:12:58-06:00 | ReturnTs |
| Tax Period End | 2022-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 821640885 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KNB HOLDINGS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5815 EL CAMINO RD | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 880509331 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEINBERG FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEI | BusinessNameControlTxt |
| Phone | 7022401240 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7301 PEAK DRIVE 200 | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89128 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR DAVID L STEINBERG | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 7022401240 | PhoneNum |
| Signature | 2022-11-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DR | PersonFirstNm |
| Person Last | DAVID L STEINBERG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY N BLOCK CPA | PreparerPersonNm |
| PTIN | P00799203 | PTIN |
| Phone | 7025440635 | PhoneNum |
| Preparation | 2022-11-30 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $116,415 | 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 | $49 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $49 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $144,032 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $154,470 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $144,032 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $144,081 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $144,081 | 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 |
| Other Prof Fees Rev And Expnss | $1,950 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,950 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $722 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,672 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,950 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $153,454 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $153,454 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $156,126 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,950 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $153,454 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,045 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $142,131 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $40,850 | CashBOYAmt |
| Cash EOY | $39,242 | CashEOYAmt |
| Cash EOYFMV | $39,242 | CashEOYFMVAmt |
| Corporate Stock BOY | $22,126 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,689 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $77,173 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $62,976 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,931 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $116,415 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $62,976 | RetainedEarningBOYAmt |
| Retained Earning EOY | $50,931 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $62,976 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $50,931 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $62,976 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $50,931 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $62,976 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,045 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $50,931 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $50,931 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 5 SHS AMAZON.COM INC | D | 2014-04-30 | 2021-12-30 | $17,009 | $1,518 | $15,491 | $15,491 |
| 100 SHS APPLE INC | D | 2006-11-10 | 2021-12-30 | $17,976 | $297 | $17,679 | $17,679 |
| 29 SHS UNITEDHEALTH GRP INC | D | 2009-02-24 | 2021-12-30 | $14,693 | $697 | $13,996 | $13,996 |
| 8.02 SHS ALPHABET INC | D | 2008-04-04 | 2021-10-11 | $22,554 | $1,886 | $20,668 | $20,668 |
| 1.97 SHS ALPHABET INC | D | 2008-11-03 | 2021-10-11 | $5,561 | $340 | $5,221 | $5,221 |
| 40 SHS MICROSOFT CORP | D | 2011-03-15 | 2021-10-11 | $11,875 | $1,016 | $10,859 | $10,859 |
| 60 SHS MICROSOFT CORP | D | 2011-05-24 | 2021-10-11 | $17,812 | $1,451 | $16,361 | $16,361 |
| 8.05 SHS ALPHABET INC | D | 2008-11-03 | 2022-03-21 | $21,776 | $1,384 | $20,392 | $20,392 |
| 1.95 SHS ALPHABET INC | D | 2012-02-01 | 2022-03-21 | $5,277 | $565 | $4,712 | $4,712 |
| 25 SHS APPLE INC | D | 2006-11-10 | 2022-03-21 | $4,092 | $74 | $4,018 | $4,018 |
| 50 SHS MICROSOFT CORP | D | 2011-05-24 | 2022-03-21 | $14,813 | $1,210 | $13,603 | $13,603 |
| CAPITAL GAINS DIVIDENDS | P | $1,032 | $1,032 | $1,032 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $144,032 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,976 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,976 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,976 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,775 | 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 | $1,775 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $201 | TaxDueAmt |
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 | NV | 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 | DR DAVID STEINBERG | IndividualWithBooksNm |
| Phone | 7022401240 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7301 PEAK DRIVE SUITE 200 | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89128 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| BETSI D STEINBERG | ||||||||
| 1008 CHAMPIONSHIP COURT | LAS VEGAS | NV | 89134 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| DR DAVID L STEINBERG | ||||||||
| 1008 CHAMPIONSHIP COURT | LAS VEGAS | NV | 89134 | SECRETARY | 1.00 | $0 | $0 | $0 |
| DR DAVID L STEINBERG | ||||||||
| 1008 CHAMPIONSHIP COURT | LAS VEGAS | NV | 89134 | TREASURER | 1.00 | $0 | $0 | $0 |
| DR DAVID L STEINBERG | ||||||||
| 1008 CHAMPIONSHIP COURT | LAS VEGAS | NV | 89134 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BETSI D STEINBERG | ||||||||
| 1008 CHAMPIONSHIP COURT | LAS VEGAS | NV | 89134 | DIRECTOR | 1.00 | $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 | $135,032 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $72,942 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $207,974 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $207,974 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,120 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $204,854 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,243 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,243 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,976 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,976 | TotalTaxAmt |
| Distributable Before Adj | $8,267 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,267 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,267 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $153,454 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $153,454 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,267 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $105,248 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $115,507 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $87,703 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $141,339 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $157,631 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $607,428 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $153,454 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,267 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $145,187 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $752,615 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $105,248 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $647,367 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $115,507 | ExcessFromYear4Amt |
| Excess From Year3 | $87,703 | ExcessFromYear3Amt |
| Excess From Year2 | $141,339 | ExcessFromYear2Amt |
| Excess From Year1 | $157,631 | ExcessFromYear1Amt |
| Excess From Current Year | $145,187 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BETSI D STEINBERG | ContributingManagerNm |
| Contributing Manager | DR DAVID L STEINBERG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JDRF | |||||||
| 4343 E CAMELBACK ROAD STE 100 | PHOENIX | AZ | 85018 | NOT RELATED | 501(C)(3) ORGANIZATI | TO FUND INNOVATIVE RESEARCH AND ACT AS AN ADVOCATE FOR GOVERNMENT ACTION TO PROVIDE A SUPPORT STRUCTURE FOR THE COMMUNITY TO FIGHT TYPE 1 DIABETES. | $5,000 |
| JEWISH NEVADA - NEVADA'S JEWISH FEDERATION | |||||||
| 9510 W SAHARA AVE STE 225 | LAS VEGAS | NV | 89117 | NOT RELATED | 501(C)(3) ORGANIZATI | TO HELP CARE FOR THE MOST VULNERABLE, PROVIDE HUMANITARIAN RESUCE AND RELIEVE AID, AND OFFER PROGRAMS AND SERVICES. TO HELP TO BUILD AND STRENGTHEN THE JEWISH NEVADA COMMUNITY THROUGH SUPPORT FOR JEWISH EDUCATION, CULTURAL PROGRAMMING, AND COMMUNITY CELEBRATIONS, CRITICAL SERVICES FOR THE ELDERLY, AND EMERGENCY ASSISTANCE FOR THOSE IN CRISIS | $60,203 |
| KEEP MEMORY ALIVE | |||||||
| 888 WEST BONNEVILLE AVE | LAS VEGAS | NV | 89106 | NOT RELATED | 501(C)(3) ORGANIZATI | THROUGH PHILANTHROPY, TO FUND RESEARCH AND PROGRAMS DEDICATED TO IMPROVING THE LIVES OF THOSE AFFECTED BY BRAIN DISORDERS AND THEIR FAMILIES. AIMING TO FIND, FUND, AND FACILITATE THE MOST EFFECTIVE AND INNOVATIVE RESEARCH AND CAREGIVER PROGRAMMING FOR PATIENTS AND THEIR FAMILIES. TO CARE FOR PATIENTS WITH BRAIN DISORDERS, SUPPORT THEIR FAMILIES, AND DEVELOPE TREATMENTS AND CURES FOR DISEASES AFFECTING THE BRAIN. | $3,500 |
| KENYON COLLEGE | |||||||
| 105 CHASE AVE | GAMBIER | OH | 43022 | NOT RELATED | 501(C)(3) ORGANIZATI | TO HELP STUDENTS ACHIEVE THEIR ACADEMIC AND CAREER GOALS AND PREPARE THEM FOR SUCCESSFUL, MEANINGFUL LIVES | $1,000 |
| NATHAN ADELSON HOSPICE FOUNDATION | |||||||
| 4131 SWENSON STREET | LAS VEGAS | NV | 89119 | NOT RELATED | 501(C)(3) ORGANIZATI | TO ACHIEVE THE VISION THAT NO ONE SHOULD END THE JOURNEY OF LIFE ALONE, AFRAID, OR IN PAIN | $3,000 |
| SUN VALLEY MUSIC FESTIVAL | |||||||
| PO BOX 1914 | SUN VALLEY | ID | 83353 | NOT RELATED | 501(C)(3) ORGANIZATI | TO PROVIDE AN INSPIRING EXPERIENCE, ADMISSION-FREE PERFORMANCE AND TUITION-FREE MUSIC EDUCATION PROGRAM FOR EVERYONE IN THE WOOD RIVER VALLEY AREA. TO HELP BRING THE JOY AND SPLENDOR OF EXCEPTIONAL MUSIC-MAKING TO AUDIENCE MEMBERS OF ALL AGES AND BACKGROUNDS | $3,000 |
| TEMPLE BETH SHALOM | |||||||
| 10700 HAVENWOOD LN | LAS VEGAS | NV | 89135 | NOT RELATED | 501(C)(3) ORGANIZATI | TO SUPPORT EDUCATIONAL AND RELIGIOUS PROGRAMS | $30,651 |
| THE ROENTGEN FUND | |||||||
| 44211 SLATESTONE COURT | LEESBURG | VA | 20176 | NOT RELATED | 501(C)(3) ORGANIZATI | TO SUPPORT THE SCHOLARLY AND SCIENTIFIC PURSUITS OF YOUNG INVESTIGATORS AND PROFESSIONALS WHO ARE CHARTING THE COURSE FOR RADIOLOGY'S FUTURE. | $500 |
| THE UCLA FOUNDATION | |||||||
| PO BOX 7145 | PASADENA | CA | 91109 | NOT RELATED | 501(C)(3) ORGANIZATI | TO ADVANCE THE UNIVERSITY'S MISSION OF TEACHING, RESEARCH, AND SERVICE IN PURSUIT OF THE GREATER GOOD | $2,500 |
| UCSF FOUNDATION | |||||||
| 220 MONTGOMERY ST 5TH FLOOR | SAN FRANCISCO | CA | 94143 | NOT RELATED | 501(C)(3) ORGANIZATI | TO IMPROVE EFFORTS TO DECODE LIFE TO IMPROVE HEALTH, LEVERAGE DISCOVERY TO REVOLUTIONIZE CARE, AND ACHIEVE HEALTH EQUITY FOR ALL. TO TRANSFORM MEDICINE, SCIENCE, AND PATENT CARE TODAY WHILE BUILDING A FOUNDATION FOR TOMORROW | $1,000 |
| JEWISH NATIONAL FUND | |||||||
| 42 E 69TH STREET | NEW YORK | NY | 10021 | NOT RELATED | 501(C)(3) ORGANIZATI | TO REMAIN PART OF THE JEWISH PHILANTHROPIC WORLD, TO ENSURE A STRONG, SECURE, AND PROSPEROUS FUTURE FOR THE LAND AND THE PEOPLE OF ISRAEL. TO PLANT TREES, BUILD HOUSES AND PARKS, SOURCE WATER SOLUTIONS, BUY FIRE TRUCKS, AND IMPROVE THE LIVES OF PEOPLE WITH SPECIAL NEEDS. | $2,000 |
| CHABAD OF SOUTHERN NEVADA | |||||||
| 1261 ARVILLE ST | LAS VEGAS | NV | 89102 | NOT RELATED | 501(C)(3) ORGANIZATI | TO PROMOTE JEWISH EDUCATION AND OUTREACH TO ALL ACROSS THE GLOBE. TO ACT AS A DYNAMIC FORCE FOR JEWISH LIFE. TO SERVE AS THE HUB FOR COUNTRY-WIDE OUTREACH ACTIVITIES INCLUDING HOLIDAY FESTIVALS, EMERGENCY FOOD AND SHELTER DISTRIBUTIONS, CRISIS COUNSELING, CHAPLAINCY PROGRAMS, KOSHER FOOD SUPERVISION AND FACILITATION AND MITZVAH CAMPAIGNS. | $4,300 |
| CROHN'S & COLITIS FOUNDATION | |||||||
| 733 THIRD AVE STE 510 | NEW YORK | NY | 10017 | NOT RELATED | 501(C)(3) ORGANIZATI | TO CURE CROHN'S DISEASE AND ULCERATIVE COLITIS, AND TO IMPROVE THE QUALITY OF LIFE OF CHILDREN AND ADULTS AFFECTED BY THESE DISEASES. | $1,800 |
| JEWISH FAMILY SERVICE AGENCY | |||||||
| 2309 RENAISSANCE DRIVE SUITE B | LAS VEGAS | NV | 89119 | NOT RELATED | 501(C)(3) ORGANIZATI | TO PROVIDE SERVICES TO INDIVIDUALS, FAMILIES AND GROUPS IN THE COMMUNITY INCLUDING; COUNSELING, SENIOR SERVICES, ADOPTION SERVICES, AND EMERGENCY SERVICES. | $5,000 |
| ROSEMAN UNIVERSITY OF HEALTH SCIENCES | |||||||
| 11 SUNSET WAY | HENDERSON | NV | 89014 | NOT RELATED | 501(C)(3) ORGANIZATI | TO PROVIDE HIGHER LEARNING AND EDUCATION IN MEDICINE, DENTAL MEDICINE, ADVANCED EDUCATION IN ORTHODONTICS AND DENTOFACIAL ORTHOPEDICS. TO ADVANCE RESEARCH IN THE AREAS OF CANCER, DIABETES, OBESITY, ALZHEIMER'S, PARKINSON'S DISEASES, ADULT STEM CELL, AND REGENERATIVE MEDICINE, AND CARDIOVASCULAR DISEASE. | $5,000 |
| THE VILLAGE BY CORNERSTONE | |||||||
| 9224 W PICO BLVD | LOS ANGELES | CA | 90035 | NOT RELATED | 501(C)(3) ORGANIZATI | TO SET A NEW STANDARD FOR INCLUSIVE, INDEPENDENT LIVING IN THE HEART OF LOS ANGELES. TO EMPOWER PEOPLE WHO HAVE INTELLECTUAL AND DEVELOPMENT DIFFERENCES TO BE INDEPENDENT. TO BOLSTER ACTIVE AND HEALTHY LIVING, WHILE PROVIDING AUTONOMY THROUGH A SCAFFOLDING OF SERVICES AND PROGRAMS THAT SUPPORT THE RESIDENT'S DIVERSE NEEDS. | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $153,454 | 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 | $49 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $144,032 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $144,081 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $144,081 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INVESTMENT INCOME EARNED ON SECURITIES FOR CONTRIBUTIOSN/GRANTS |
| 8 | SALE OF SECURITIES IN ORDER TO MAKE CONTRIBUTIONS/GRANT |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON.COM INC | $3,035 | $25,354 |
| APPLE INC | $1,243 | $11,792 |
| MICROSOFT CORP | $1,210 | $13,074 |
| UNITEDHEALTH GRP INC | $721 | $15,580 |
| JP MORGAN CHASE & CO | $5,480 | $11,373 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANNUAL OFFICER LIST | $50 | $50 | $0 |
| MEMERSHIP DUES | $1,900 | $1,900 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2021 ESTIMATED TAX (REDUCED BY 2019 REFUND) | CategoryTxt |
| Amt | $722 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |