JOSEPH F STEIN FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH F STEIN FAMILY FOUNDATION INC (EIN 13-4144648)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-06-17
- IRS object ID
- 202531689349100323
- Schema version
- 2024v5.1
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-17T16:49:34-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1133 WESTCHESTER AVE SUITE N-328 | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134144648 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH F STEIN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 9144285100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 GLENN STREET PENTHOUSE SUITE | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARTHUR FEIBUS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9144285100 | PhoneNum |
| Signature | 2025-06-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW B KUCHINSKY | PreparerPersonNm |
| PTIN | P00699931 | PTIN |
| Phone | 9149492990 | PhoneNum |
| Preparation | 2025-06-17 | PreparationDt |
| 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 | $19,307,469 | 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 | $83,545 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $502 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $502 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $565,597 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $565,597 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $357,867 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,255,467 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $355,197 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,007,511 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $921,296 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $72,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $36,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $36,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $36,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $36,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $166,709 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $166,709 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $750 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $275,459 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $202,709 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $72,750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $749,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $749,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,025,409 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $202,709 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $822,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,898 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $718,587 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $192,461 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $164,662 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $164,662 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $783,634 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $892,875 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $899,846 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,760,575 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,072,557 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,503,167 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,226,942 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,815,620 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,739,794 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $10,963,612 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,945,714 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,307,469 | 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 | $10,963,612 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,945,714 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,963,612 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,945,714 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,963,612 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,945,714 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,963,612 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,898 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,945,714 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,945,714 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $3,255,467 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,900,270 | CostOrOtherBasisAmt |
| Gain Or Loss | $355,197 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $355,197 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $355,197 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,988 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,988 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,988 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,259 | 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 | $16,259 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,271 | OverpaymentAmt |
| Applied To ES Tax | $6,271 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH F STEIN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9144285100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 GLENN STREET | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10603 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (6 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| STUART M STEIN | |||||||||
| C/O SF CONSULTING 30 GLENN STREET | WHITE PLAINS | NY | 10603 | PRESIDENT | 12.00 | $36,000 | $0 | $0 | |
| ARTHUR J FEIBUS | |||||||||
| C/O SF CONSULTING 30 GLENN STREET | WHITE PLAINS | NY | 10603 | TREASURER | 12.00 | $36,000 | $0 | $0 | |
| NANCY R FEIBUS | |||||||||
| C/O JOSEPH F STEIN FAMILY FOUNDATIO | WHITE PLAINS | NY | 10603 | VICE PRESIDENT & SECRETARY | 0.10 | $0 | $0 | $0 | 30 GLENN STREET |
| LAURIE R WEISS | |||||||||
| C/O JOSEPH F STEIN FAMILY FOUNDATIO | WHITE PLAINS | NY | 10603 | VICE PRESIDENT | 0.10 | $0 | $0 | $0 | 30 GLENN STREET |
| NEIL E ROZEN | |||||||||
| C/O JOSEPH F STEIN FAMILY FOUNDATIO | WHITE PLAINS | NY | 10603 | VICE PRESIDENT | 0.10 | $0 | $0 | $0 | 30 GLENN STREET |
| RONI L STEIN | |||||||||
| C/O JOSEPH F STEIN FAMILY FOUNDATIO | WHITE PLAINS | NY | 10603 | VICE PRESIDENT | 0.10 | $0 | $0 | $0 | 30 GLENN STREET |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 399 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY FEES | ServiceTypeTxt |
| Compensation | $166,709 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $18,663,102 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $179,290 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,842,392 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,842,392 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $282,636 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,559,756 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $927,988 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $927,988 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,988 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,988 | TotalTaxAmt |
| Distributable Before Adj | $918,000 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $918,000 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $918,000 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $822,700 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $822,700 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $918,000 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $748,430 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $822,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $748,430 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $74,270 | 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 | $843,730 | 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 | STUART M STEIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (66 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS DISEASE & RELATED DISORDERS | |||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | PC | GENERAL SUPPORT | $3,500 | |
| AMERICAN CANCER SOCIETY INC | |||||||
| PO BOX 22478 | OKLAHOMA CITY | OK | 73123 | PC | GENERAL SUPPORT | $25,000 | |
| AMERICAN NATIONAL RED CROSS | |||||||
| 2025 E ST NW | WASHINGTON | DC | 20006 | PC | GENERAL SUPPORT | $30,000 | |
| ANTI-DEFAMATION LEAGUE FDN | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 101583650 | PC | GENERAL SUPPORT | $30,000 | |
| ASPCA | |||||||
| 424 E 92ND ST | NEW YORK | NY | 101286804 | PC | GENERAL SUPPORT | $500 | |
| BAMIDBAR | |||||||
| 300 S DAHLIA ST SUITE 205 | DENVER | CO | 80246 | PC | GENERAL SUPPORT | $15,000 | |
| BREAKTHROUGH T1D | |||||||
| 200 VESEY ST 28TH FL | NEW YORK | NY | 10281 | PC | GENERAL SUPPORT | $10,000 | |
| BREAST CANCER RESEARCH FDN INC | |||||||
| 28 W 44TH ST 609 | NEW YORK | NY | 10036 | PC | GENERAL SUPPORT | $25,000 | |
| BROWARD PERFORMING ARTS FOUNDATION INC | |||||||
| 201 SOUTHWEST 5TH AVENUE | FORT LAUDERDALE | FL | 33312 | PC | GENERAL SUPPORT | $10,000 | |
| BUONICONTI FUND TO CURE PARALYSIS | |||||||
| 1095 NW 14TH TERRACE LOIS POPE LIFE | MIAMI | FL | 33136 | PC | GENERAL SUPPORT | $1,000 | CENTER |
| CANYON CLUB INC | |||||||
| PO BOX 1245 | LAGUNA BEACH | CA | 92652 | PC | GENERAL SUPPORT | $5,000 | |
| COLORECTAL CANCER ALLIANCE | |||||||
| 1025 VERMONT AVE NW SUITE 1066 | WASHINGTON | DC | 20005 | PC | GENERAL SUPPORT | $1,500 | |
| CONGREGATION ANSHEI ISRAEL | |||||||
| 5550 EAST 5TH STREET | TUCSON | AZ | 85711 | PC | GENERAL SUPPORT | $8,000 | |
| CROHNS & COLITIS FDN OF AMERICA | |||||||
| 733 3RD AVE 510 | NEW YORK | NY | 10017 | PC | GENERAL SUPPORT | $7,500 | |
| DIRECTORS GUILD EDUC & BENEV FUND FDN | |||||||
| 7920 SUNSET BOULEVARD | LOS ANGELES | CA | 90046 | PC | GENERAL SUPPORT | $500 | |
| DUKE UNIV SCHOOL OF LAW | |||||||
| 210 SCIENCE DR | DURHAM | NC | 27708 | PC | GENERAL SUPPORT | $10,000 | |
| EARLY CHILDHOOD INITIATIVE INC | |||||||
| 3250 SW 3RD AVE FL 6 | MIAMI | FL | 331292712 | PC | GENERAL SUPPORT | $5,000 | |
| ELEANOR KAPLAN FDN INC | |||||||
| PO BOX 480291 | DELRAY BEACH | FL | 33448 | PC | GENERAL SUPPORT | $5,000 | |
| FENWAY GOLF CLUB CHARITABLE FUND | |||||||
| 384 OLD MAMARONECK RD | SCARSDALE | NY | 10583 | PC | GENERAL SUPPORT | $500 | |
| FOSTER CARE REVIEW INC | |||||||
| 155 NW 3RD ST STE 4338 | MIAMI | FL | 33128 | PC | GENERAL SUPPORT | $5,000 | |
| FRIENDS OF ISRAEL DEFENSE FORCES | |||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | PC | GENERAL SUPPORT | $25,000 | |
| FRIENDSHIP SHELTER INC | |||||||
| 20652 LAGUNA CANYON RD | LAGUNA BEACH | CA | 92651 | PC | GENERAL SUPPORT | $5,000 | |
| GILDA'S CLUB SOUTH FLORIDA | |||||||
| 119 ROSE DR | FORT LAUDERDALE | FL | 33316 | PC | GENERAL SUPPORT | $250 | |
| GOODWILL INDUSTRIES OF SOUTH FLORIDA | |||||||
| 2104 COMMERCIAL BLVD | FORT LAUDERDALE | FL | 33309 | PC | GENERAL SUPPORT | $5,000 | |
| HADASSAH WOMEN'S ORG OF AMERICA | |||||||
| TRUMP BLDG 40 WALL ST | NEW YORK | NY | 10005 | PC | GENERAL SUPPORT | $1,500 | |
| HAWAII ALL STARS RAINBOW FUND | |||||||
| 723 KAKALINA PLACE | WAILUKU | HI | 96793 | PC | GENERAL SUPPORT | $7,500 | |
| HUMANE SOCIETY OF BROWARD COUNTY | |||||||
| 2070 GRIFFIN ROAD | FORT LAUDERDALE | FL | 33312 | PC | GENERAL SUPPORT | $500 | |
| IBIS CHARITIES FOUNDATION INC | |||||||
| 101030 NORTHLAKE BLVD 214-179 | WEST PALM BEACH | FL | 33412 | PC | GENERAL SUPPORT | $12,000 | |
| JEWISH COMMUNITY FDN OF GREATER METROWEST | |||||||
| 901 NJ-10 | WHIPPANY | NJ | 07981 | PC | GENERAL SUPPORT | $85,100 | |
| JEWISH FEDERATION OF BROWARD COUNTY | |||||||
| 5890 S PINE ISLAND ROAD | DAVIE | FL | 33328 | PC | GENERAL SUPPORT | $25,000 | |
| JEWISH FEDERATION OF GREATER METROWEST NJ | |||||||
| 901 NJ-10 | WHIPPANY | NJ | 07981 | PC | GENERAL SUPPORT | $20,000 | |
| JEWISH FEDERATION OF PALM BEACH COUNTY | |||||||
| 1 HARVARD CIR 100 | WEST PALM BEACH | FL | 33409 | PC | GENERAL SUPPORT | $20,000 | |
| JEWISH FEDERATION OF SOUTHERN ARIZONA | |||||||
| 3718 E RIVER RD 100 | TUCSON | AZ | 85718 | PC | GENERAL SUPPORT | $6,500 | |
| JEWISH HOME OF EASTERN PA | |||||||
| 1101 VINE ST | SCRANTON | PA | 18510 | PC | GENERAL SUPPORT | $7,500 | |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | PC | GENERAL SUPPORT | $1,000 | |
| JOSHUA M WEINER FOUNDATION | |||||||
| 17 DEER RUN | RYE BROOK | NY | 10573 | PC | GENERAL SUPPORT | $250 | |
| LEBRON JAMES FAMILY FDN | |||||||
| 3800 EMBASSY PKWY STE 360 | AKRON | OH | 44333 | PC | GENERAL SUPPORT | $30,000 | |
| LUSTGARTEN FDN | |||||||
| 415 CROSSWAYS PARK DR D | WOODBURY | NY | 11797 | PC | GENERAL SUPPORT | $2,000 | |
| MOM'S HOUSE FOR CHILDREN | |||||||
| 197 CONTRACTORS ST | LIVERMORE | CA | 94551 | PC | GENERAL SUPPORT | $10,000 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 733 3RD AVE | NEW YORK | NY | 10017 | PC | GENERAL SUPPORT | $7,500 | |
| NYU CENTER PREVENTION OF CARDIO DISEASE | |||||||
| 530 1ST AVE SUITE 4F | NEW YORK | NY | 10016 | PC | GENERAL SUPPORT | $2,000 | |
| OLD PUEBLO COMMUNITY SERVICES | |||||||
| 4501 EAST 5TH STREET UNIT 1 | TUCSON | AZ | 85711 | PC | GENERAL SUPPORT | $500 | |
| PACKER COLLEGIATE INSTITUTE | |||||||
| 170 JORALEMON ST | BROOKLYN | NY | 11201 | PC | GENERAL SUPPORT | $10,000 | |
| PERLMUTTER CANCER CENTER AT NYU LANGONE | |||||||
| 1999 MARCUS AVE | NEW HYDE PARK | NY | 11042 | PC | GENERAL SUPPORT | $1,500 | |
| PINE CREST PREPATORY SCHOOL INC | |||||||
| 1501 NE 62ND ST | FORT LAUDERDALE | FL | 33334 | PC | GENERAL SUPPORT | $15,000 | |
| PLANNED PARENTHOOD OF SOUTH FLORIDA | |||||||
| 2300 N FLORIDA MANGO RD | WEST PALM BEACH | FL | 33409 | PC | GENERAL SUPPORT | $500 | |
| RIVERWALK FT LAUDERDALE | |||||||
| 888 E LAS OLAS BLVD SUITE 210 | FORT LAUDERDALE | FL | 33301 | PC | GENERAL SUPPORT | $500 | |
| SERVING UP HOPE INC | |||||||
| PO BOX 810518 | BOCA RATON | FL | 334810518 | PC | GENERAL SUPPORT | $2,000 | |
| SHATTERPROOF-A NONPROFIT CORP | |||||||
| 101 MERRITT 7 | NORWALK | CT | 06851 | PC | GENERAL SUPPORT | $10,250 | |
| STEIN YESHIVA OF LINCOLN PARK | |||||||
| 287 CENTRAL PARK AVE | YONKERS | NY | 10704 | PC | GENERAL SUPPORT | $55,000 | |
| STEPHEN SILLER TUNNEL TO TOWERS FDN | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | PC | GENERAL SUPPORT | $1,000 | |
| TEMPLE BETH EL OF NO WESTCHESTER | |||||||
| 220 SOUTH BEDFORD RD | CHAPPAQUA | NY | 10514 | PC | GENERAL SUPPORT | $1,800 | |
| TEMPLE BETH EL OF SOUTH ORANGE COUNTY | |||||||
| 2A LIBERTY | ALISO VIEJO | CA | 92656 | PC | GENERAL SUPPORT | $8,500 | |
| TEMPLE SHOLOM | |||||||
| 300 E PUTNAM AVE | GREENWICH | CT | 06830 | PC | GENERAL SUPPORT | $20,000 | |
| TEMPLE SHOLOM SISTERHOOD | |||||||
| 300 E PUTNAM AVE | GREENWICH | CT | 06830 | PC | GENERAL SUPPORT | $1,000 | |
| THE FRIENDSHIP & HERITAGE FDN | |||||||
| PO BOX 967 | BELLE MEAD | NJ | 08502 | PC | GENERAL SUPPORT | $15,000 | |
| THE GLAUCOMA FDN | |||||||
| 80 MAIDEN LN | NEW YORK | NY | 10038 | PC | GENERAL SUPPORT | $7,500 | |
| THE PANTRY OF BROWARD INC | |||||||
| 610 NW 3RD AVE | FORT LAUDERDALE | FL | 33311 | PC | GENERAL SUPPORT | $1,000 | |
| TUCSON HEBREW ACADEMY | |||||||
| 3888 E RIVER RD | TUCSON | AZ | 85718 | PC | GENERAL SUPPORT | $6,800 | |
| UGC FOUNDATION INC | |||||||
| 60 WILLOW DR | NEW ROCHELLE | NY | 10805 | PC | GENERAL SUPPORT | $25,000 | |
| UJA-FEDERATION (NY) | |||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | PC | GENERAL SUPPORT | $25,000 | |
| UNITED WAY MIAMI INC | |||||||
| 3250 SW 3RD AVE | MIAMI | FL | 33129 | PC | GENERAL SUPPORT | $2,500 | |
| UNIV OF MIAMI ALUMNI ASSOC | |||||||
| 6200 SAN AMARO DRIVE SUITE 200 | CORAL GABLES | FL | 33146 | PC | GENERAL SUPPORT | $10,000 | |
| UNIV OF MIAMI SCHOOL OF COMMUNICATIONS | |||||||
| 5100 BRUNSON DR | CORAL GABLES | FL | 33146 | PC | GENERAL SUPPORT | $50,000 | |
| UNIVERSITY OF ROCHESTER | |||||||
| 500 JOSEPH C WILSON BLVD | ROCHESTER | NY | 14627 | PC | GENERAL SUPPORT | $7,500 | |
| WHITE PLAINS HOSPITAL FOUNDATION | |||||||
| 101 E POST RD | WHITE PLAINS | NY | 10601 | PC | GENERAL SUPPORT | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $749,950 | 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 | $502 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $565,597 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $357,867 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $923,966 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $923,966 | TotalIncomeProducingActyAmt |
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 | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MR JEROLD GOLDBERG | ||||||
| 1 | 7227 ELKHORN DRIVE | WEST PALM BEACH | FL | 33411 | $22,000 | Yes (X) |
| MR LAWRENCE CHODOR | ||||||
| 2 | 100 CAMPUS DRIVE STE 400 | FLORHAM PARK | NJ | 07932 | $6,000 | Yes (X) |
| MR MARTIN BARBER | ||||||
| 3 | 6360 PELICAN BAY BLVD APT 106 | NAPLES | FL | 34108 | $44,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RETURN PREPARATION AND TAX COMPLIANCE | CategoryTxt |
| Amt | $36,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $36,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (34 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON.COM INC | $101,793 | $100,529 |
| AMERICAN EXPRESS CREDIT CORP | $101,189 | $97,108 |
| APPLE INC | $95,765 | $98,794 |
| BANK OF AMERICA CORP | $253,808 | $249,048 |
| CVS HEALTH CORP | $107,865 | $96,960 |
| INTERNATIONAL BUSINESS MACHINES CORP | $102,890 | $101,988 |
| JPMORGAN CHASE & CO | $154,262 | $145,770 |
| MCDONALDS CORP | $100,406 | $99,277 |
| META PLATFORMS INC | $94,135 | $97,757 |
| MORGAN STANLEY | $101,053 | $100,245 |
| NETFLIX INC | $209,051 | $200,800 |
| NETFLIX INC | $100,424 | $100,100 |
| ORACLE CORP | $97,966 | $90,374 |
| STARBUCKS CORP | $100,810 | $99,494 |
| STARBUCKS CORP | $97,252 | $94,678 |
| T-MOBILE | $99,926 | $99,597 |
| UNITEDHEALTH GROUP INC | $115,933 | $101,567 |
| WALT DISNEY CO | $102,989 | $102,384 |
| ZIMMER BIOMET HOLDINGS INC | $101,717 | $98,430 |
| ZOETIS INC | $100,977 | $99,854 |
| ESTEE LAUDER COS INC | $95,572 | $96,937 |
| MASTERCARD INC | $96,393 | $97,560 |
| CHEVRON USA INC | $99,041 | $98,685 |
| PEPSICO INC | $96,633 | $97,274 |
| META PLATFORMS INC | $100,155 | $100,123 |
| PEPSICO INC | $111,991 | $108,819 |
| ADOBE INC | $103,324 | $100,531 |
| ALLSTATE CORP | $101,863 | $100,503 |
| APPLE INC | $94,697 | $94,493 |
| CHEVRON USA INC | $94,297 | $94,091 |
| AMAZON.COM INC | $100,844 | $100,661 |
| EXXON MOBIL CORP | $95,219 | $94,209 |
| COCA-COLA CO | $192,661 | $188,843 |
| PROCTER & GAMBLE CO | $92,719 | $92,311 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC COM | $177,286 | $355,400 |
| APPLE INC | $338,236 | $500,840 |
| BANK OF AMERICA CORP | $238,093 | $439,500 |
| BLACKROCK INC | $201,656 | $1,025,110 |
| BLACKSTONE INC | $294,229 | $1,607,487 |
| EXXON MOBIL CORP | $24,420 | $537,850 |
| GENL DYNAMICS CORP | $155,561 | $526,980 |
| HONEYWELL INTL INC | $224,847 | $451,780 |
| JOHNSON & JOHNSON | $246,866 | $723,100 |
| JPMORGAN CHASE & CO | $192,373 | $1,198,550 |
| KINDER MORGAN INCORP | $11,275 | $274,000 |
| MICROSOFT CORP | $266,312 | $421,500 |
| MSLIF TREASURY SECURITIES INST | $200,000 | $200,000 |
| POLLEN GROWTH INSTITUTIONAL | $1,801,094 | $2,345,500 |
| TEXAS INSTRUMENTS | $151,360 | $937,550 |
| THERMO FISHER SCIENTIFIC | $17,568 | $520,230 |
| UNION PACIFIC CORP | $198,666 | $456,080 |
| UNITED HEALTH GP INC | $411,568 | $505,860 |
| VANGUARD HIGH DIV YIELD ETF | $856,342 | $1,275,900 |
| VERIZON COMMUNICATIONS | $64,805 | $199,950 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $892,875 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $899,846 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS FILING FEES | Desc |
| Revenue And Expenses Per Books | $750 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $166,709 | Amt |
| Net Investment Income | $166,709 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |