STEINBERG FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- STEINBERG FAMILY FOUNDATION (EIN 88-0509331)
- Tax period
- 2020-09-01 to 2021-08-31
- Filed
- 2023-03-18
- IRS object ID
- 202330779349100703
- Schema version
- 2020v4.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-18T16:36:52-05:00 | ReturnTs |
| Tax Period End | 2021-08-31 | 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 | 2020-09-01 | 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 NO 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 | 2022-02-19 | 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 | 2022-02-19 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $282,394 | 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 | $32,282 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $102,885 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $138,135 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $102,885 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $135,172 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $102,890 | 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 | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,550 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,550 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,378 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,928 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,550 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $167,636 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $167,636 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $177,564 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,550 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $167,636 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$42,392 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $95,340 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $77,451 | CashBOYAmt |
| Cash EOY | $40,850 | CashEOYAmt |
| Cash EOYFMV | $40,850 | CashEOYFMVAmt |
| Corporate Stock BOY | $27,917 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,126 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $241,544 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $105,368 | TotalAssetsBOYAmt |
| Total Assets EOY | $62,976 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $282,394 | 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 | $105,368 | RetainedEarningBOYAmt |
| Retained Earning EOY | $62,976 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $105,368 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $62,976 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $105,368 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $62,976 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $105,368 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$42,392 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $62,976 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $62,976 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 31 SHS APPLE INC | D | 2006-11-10 | 2020-10-13 | $3,743 | $91 | $3,652 | $3,652 |
| 150 SHS CITIGROUP INC | D | 2010-03-17 | 2020-10-13 | $6,583 | $6,158 | $425 | $425 |
| 50 SHS CITIGROUP INC | D | 2010-04-08 | 2020-10-13 | $2,194 | $2,166 | $28 | $28 |
| 31 SHS DANAHER CORP | D | 2010-10-04 | 2020-10-13 | $6,965 | $941 | $6,024 | $6,024 |
| 100 SHS JPMORGAN CHASE & CO | D | 2013-07-11 | 2020-10-13 | $10,075 | $5,480 | $4,595 | $4,595 |
| 45 SHS MICROSOFT CORP | D | 2011-03-15 | 2020-10-13 | $10,027 | $1,144 | $8,883 | $8,883 |
| 20 SHS CITIGROUP INC | D | 2010-04-08 | 2020-11-19 | $1,035 | $867 | $168 | $168 |
| 60 SHS CITIGROUP INC | D | 2010-04-15 | 2020-11-19 | $3,106 | $3,003 | $103 | $103 |
| 120 SHS CITIGROUP INC | D | 2010-05-18 | 2020-11-19 | $6,212 | $4,761 | $1,451 | $1,451 |
| 99 SHS DANAHER CORP | D | 2010-10-04 | 2020-11-19 | $22,393 | $3,005 | $19,388 | $19,388 |
| 1 SHS DANAHER CORP | D | 2011-08-22 | 2020-11-19 | $226 | $32 | $194 | $194 |
| 5 SHS AMAZON.COM INC | D | 2014-04-30 | 2020-12-01 | $16,184 | $1,518 | $14,666 | $14,666 |
| 100 SHS APPLE INC | D | 2006-11-10 | 2020-12-01 | $12,306 | $297 | $12,009 | $12,009 |
| 15 SHS BLACKROCK INC | D | 2011-10-17 | 2021-04-20 | $12,133 | $2,292 | $9,841 | $9,841 |
| 61 SHS COMCAST CORP | D | 2010-08-11 | 2021-04-20 | $3,292 | $552 | $2,740 | $2,740 |
| 21 SHS THERMO FISHER SCNTFC | D | 2016-02-17 | 2021-04-20 | $10,274 | $2,738 | $7,536 | $7,536 |
| 69 SHS APPLE INC | D | 2006-11-10 | 2021-07-15 | $10,184 | $205 | $9,979 | $9,979 |
| CAPITAL GAINS DIVIDENDS | P | $1,203 | $1,203 | $1,203 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $102,885 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,325 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,325 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,325 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,600 | 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 | $1,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $275 | OverpaymentAmt |
| Applied To ES Tax | $275 | 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 | 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 | $177,128 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $52,917 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $230,045 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $230,045 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,451 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $226,594 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,330 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,330 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,325 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,325 | TotalTaxAmt |
| Distributable Before Adj | $10,005 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,005 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,005 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $167,636 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $167,636 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $167,636 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,005 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $84,397 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $105,248 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $115,507 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $87,703 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $141,339 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $534,194 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $167,636 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,005 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $157,631 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $691,825 | 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 | $84,397 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $607,428 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $105,248 | ExcessFromYear4Amt |
| Excess From Year3 | $115,507 | ExcessFromYear3Amt |
| Excess From Year2 | $87,703 | ExcessFromYear2Amt |
| Excess From Year1 | $141,339 | ExcessFromYear1Amt |
| Excess From Current Year | $157,631 | 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 (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADL - ANTI-DEFAMATION LEAGUE FOUNDATION | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | NOT RELATED | 501(C)(3) ORGANIZATI | TO FIGHT TO END THE DEFAMATION OF THE JEWISH PEOPLE AND TO SECURE JUSTICE AND FAIR TREATMENT FOR ALL. TO PROVIDE EDUCATION, ADVOCACY, AWARENESS, AND ASSISTANCE TO CONTINUE TO SOUND AN ALARM AGAINST THE INCREASING ANTI-SEMITISM AND BIGOTRY THAT IS DIVIDING THE COUNTRY. | $6,000 |
| ALPHA OMEGA ALPHA HONOR MEDICAL SOCIETY | |||||||
| 12635 E MONTVIEW BLVD STE 270 | AURORA | CO | 80045 | NOT RELATED | 501(C)(3) ORGANIZATI | TO SUPPORT NATIONAL FELLOWSHIPS, GRANTS, AND AWARDS FOR MEDICAL STUDENTS, FACULTY, RESIDENTS AND FELLOWS. TO ASSURE THE CONTINUED GROWTH OF THE CHAPTERS, PROGRAMS, AND PUBLICATION OF THE ONE-OF-A-KIND MEDICAL HUMANITIES JOURNAL THE PHAROS | $100 |
| WOMEN'S LEAGUE FOR CONSERVATIVE JUDAISM | |||||||
| 475 RIVERSIDE DR STE 820 | NEW YORK | NY | 10115 | NOT RELATED | 501(C)(3) ORGANIZATI | TO STRENGTHEN AND UNITE SYNAGOGUE WOMEN'S GROUPS, THEIR MEMBERS, AND INDIVIDUAL MEMBERS, SUPPORT THEM IN MUTUAL EFFORTS TO UNDERSTAND AND PERPETUATE CONSERVATIVE/MASORTI JUDAISM IN THE HOME, SYNAGOGUE AND COMMUNITY, AND REINFORCE THEIR BONDS WITH ISRAEL AND THE JEWS WORLDWIDE. | $1,200 |
| THREE SQUARE | |||||||
| 4190 N PECOS ROAD | LAS VEGAS | NV | 89115 | NOT RELATED | 501(C)(3) ORGANIZATI | TO PROVIDE WHOLESOME FOOD TO HUNGRY PEOPLE, WHILE PASSIONATELY PURSING A HUNGER-FREE COMMUNITY. | $5,000 |
| DESERT SPACE FOUNDATION | |||||||
| 18 CERCHIO ALTO | HENDERSON | NV | 89011 | NOT RELATED | 501(C)(3) ORGANIZATI | TO SUPPORT THE LAS VEGAS JEWISH FILM FESTIVAL | $1,500 |
| 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 |
| 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 | $50,085 |
| 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 | $3,500 |
| 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 | $6,000 |
| 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 | $67,851 |
| UCLA DEVELOPMENT | |||||||
| 10889 WILSHIRE BLVD STE 1500 | LOS ANGELES | CA | 90024 | NOT RELATED | 501(C)(3) ORGANIZATI | TO ADVANCE THE UNIVERSITY'S MISSION OF TEACHING, RESEARCH, AND SERVICE IN PURSUIT OF THE GREATER GOOD | $1,000 |
| 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 |
| WOOD RIVER JEWISH COMMUNITY | |||||||
| 471 N LEADVILLE AVE 2 | KETCHUM | ID | 83340 | NOT RELATED | 501(C)(3) ORGANIZATI | TO SUPPORT A JEWISH COMMUNITY GATHERING PLACE THAT STRIVES TO PERPETUATE JEWISH TRADITION THROUGH WORSHIP, FELLOWSHIP, AND LEARNING. TO SEEK TO PROVIDE A WELCOMING AND CARING COMMUNITY IN THE WOOD RIVER VALLEY | $900 |
| 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 |
| 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. | $10,000 |
| SUN VALLEY MUSEUM OF ART | |||||||
| 191 FIFTH STREET EAST | KETCHUM | ID | 83340 | NOT RELATED | 501(C)(3) ORGANIZATI | TO ENRICH THE COMMUNITY THROUGH TRANSFORMATIVE ARTS AND EDUCATIONAL EXPERIENCES. TO PROVIDE GENERATIONS OF LOCAL STUDENTS WITH A STRONG FOUNDATION IN THE ARTS. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $167,636 | 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 | $5 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $102,885 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $102,890 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $102,890 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| DLS 2 FAMILY LIMITED PARTNERSHIP | ||||||
| 1 | 1008 CHAMPIONSHIP COURT | LAS VEGAS | NV | 89134 | $17,060 | Yes (X) |
| DLS 2 FAMILY LIMITED PARTNERSHIP | ||||||
| 2 | 1008 CHAMPIONSHIP COURT | LAS VEGAS | NV | 89134 | $6,807 | Yes (X) |
| DLS 2 FAMILY LIMITED PARTNERSHIP | ||||||
| 3 | 1008 CHAMPIONSHIP COURT | LAS VEGAS | NV | 89134 | $5,593 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 331 SHS-APPLE INC, 131 SHS-DANAHAR CORP, 20 SHS-AMAZON.COM INC, 245 SHS-MICROSOFT CORP | $172,679 | 2020-09-20 |
| 2 | 69 SHS-APPLE INC, 15 SHS-BLACKROCK INC, 61 SHS-COMCAST CORP, 21 SHAS-THERMO FISHER SCNTFC | $35,233 | 2021-04-15 |
| 3 | 59 SHS UNITEDHEALTH GRP INC, 20 SHS-ALPHABET INC | $68,944 | 2021-04-15 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $3,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC | $4,175 | $58,185 |
| AMAZON.COM INC | $4,553 | $52,062 |
| APPLE INC | $1,614 | $30,366 |
| MICROSOFT CORP | $4,887 | $60,376 |
| UNITEDHEALTH GRP INC | $1,417 | $24,560 |
| JP MORGAN CHASE & CO | $5,480 | $15,995 |
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 | $4,500 | $4,500 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2019 TAX DUE | $778 | $0 | $0 |
| 2020 ESTIMATED TAX | $1,600 | $0 | $0 |