STEINBERG FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- STEINBERG FAMILY FOUNDATION (EIN 88-0509331)
- Tax period
- 2019-09-01 to 2020-08-31
- Filed
- 2021-01-21
- IRS object ID
- 202110219349100716
- Schema version
- 2019v5.1
- 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 Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-01-21T15:44:08-06:00 | ReturnTs |
| Tax Period End | 2020-08-31 | 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 | 2019-09-01 | 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 | 2021-01-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY N BLOCK CPA | PreparerPersonNm |
| PTIN | P00799203 | PTIN |
| Phone | 7025440635 | PhoneNum |
| Preparation | 2021-01-21 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $117,938 | 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 | $5,017 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $24 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $158,667 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $194,673 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $158,667 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $163,708 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $158,691 | 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 | $4,462 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,462 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,102 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,102 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,564 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,564 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $148,141 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $148,141 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $161,705 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,564 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $148,141 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,003 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $147,127 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $39,443 | CashBOYAmt |
| Cash EOY | $77,451 | CashEOYAmt |
| Cash EOYFMV | $77,452 | CashEOYFMVAmt |
| Corporate Stock BOY | $63,922 | CorporateStockBOYAmt |
| Corporate Stock EOY | $27,917 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $40,486 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $103,365 | TotalAssetsBOYAmt |
| Total Assets EOY | $105,368 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $117,938 | 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 | $103,365 | RetainedEarningBOYAmt |
| Retained Earning EOY | $105,368 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $103,365 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $105,368 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $103,365 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $105,368 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $103,365 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,003 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $105,368 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $105,368 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 9 SHS ALTRIA GROUP INC | D | 2013-02-06 | 2019-09-23 | $369 | $308 | $61 | $61 |
| 16 SHS ALTRIA GROUP INC | D | 2013-02-06 | 2019-09-23 | $656 | $546 | $110 | $110 |
| 75 SHS ALTRIA GROUP INC | D | 2013-02-06 | 2019-09-23 | $3,075 | $2,556 | $519 | $519 |
| 100 SHS APPLE INC | D | 2006-11-10 | 2019-09-23 | $21,865 | $1,186 | $20,679 | $20,679 |
| 100 SHS CITIGROUP INC | D | 2010-02-18 | 2019-09-23 | $6,927 | $3,409 | $3,518 | $3,518 |
| 100 SHS JP MORGAN CHASE & CO | D | 2013-07-11 | 2019-09-23 | $11,828 | $5,480 | $6,348 | $6,348 |
| 100 SHS APPLE INC | D | 2006-11-10 | 2019-10-22 | $24,059 | $1,186 | $22,873 | $22,873 |
| 100 SHS JP MORGAN CHASE & CO | D | 2013-07-11 | 2019-10-22 | $12,320 | $5,480 | $6,840 | $6,840 |
| 150 SHS APPLE INC | D | 2006-11-10 | 2020-01-17 | $47,509 | $1,779 | $45,730 | $45,730 |
| 200 SHS ALTRIA GROUP INC | D | 2013-02-06 | 2020-05-08 | $7,175 | $6,816 | $359 | $359 |
| 75 SHS APPLE INC | D | 2006-11-10 | 2020-05-08 | $22,990 | $890 | $22,100 | $22,100 |
| 100 SHS JP MORGAN CHASE & CO | D | 2013-07-11 | 2020-05-08 | $9,286 | $5,480 | $3,806 | $3,806 |
| 75 SHS APPLE INC | D | 2006-11-10 | 2020-05-13 | $23,660 | $890 | $22,770 | $22,770 |
| CAPITAL GAINS DIVIDENDS | P | $2,954 | $2,954 | $2,954 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $158,667 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $97,119 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $222,605 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.436284 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $125,176 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $217,302 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.576046 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $114,967 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $243,165 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.472794 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $93,052 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $173,101 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.537559 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $90,200 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $106,611 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.846067 | DistributionYr5Rt |
| Total Distribution | 2.868750 | TotalDistributionRt |
| Average Distribution | 0.573750 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $165,467 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $94,937 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,471 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $96,408 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $148,141 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,471 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,471 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,471 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $706 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $706 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $13 | EsPenaltyAmt |
| Tax Due | $778 | 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 | $109,840 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $58,147 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $167,987 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $167,987 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,520 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $165,467 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,273 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,273 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,471 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,471 | TotalTaxAmt |
| Distributable Before Adj | $6,802 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,802 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,802 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $148,141 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $148,141 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,471 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $146,670 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,802 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $85,511 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $84,397 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $105,248 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $115,507 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $87,703 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $478,366 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $148,141 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,802 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $141,339 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $619,705 | 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 | $85,511 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $534,194 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $84,397 | ExcessFromYear4Amt |
| Excess From Year3 | $105,248 | ExcessFromYear3Amt |
| Excess From Year2 | $115,507 | ExcessFromYear2Amt |
| Excess From Year1 | $87,703 | ExcessFromYear1Amt |
| Excess From Current Year | $141,339 | 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 (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALPHA OMEGA ALPHA HONOR MEDICAL SOCIETY | ||||||
| 12635 E MONTVIEW BLVD STE 270 | AURORA | CO | 80045 | 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 | $25 |
| JEWISH FAMILY SERVICES OF NEVADA | ||||||
| 2309 RENISSANCE DR STE B | LAS VEGAS | NV | 89119 | 501(C)(3) ORGANIZATI | TO PROVIDE COMPREHENSIVE SOCIAL SUPPORT TO PEOPLE IN NEED AND TO PROVIDE PROFESSIONAL SOCIAL SERVICES TO FAMILIES AND INDIVIDUALS IN TIMES OF NEED TO INDIVIDUALS OF ALL RELIGIONS, RACES, AGES, DISABILITIES, SEXUAL ORIENTATIONS, AND NATIONAL ORIGINS | $7,500 |
| JEWISH NEVADA - NEVADA'S JEWISH FEDERATION | ||||||
| 9510 W SAHARA AVE STE 225 | LAS VEGAS | NV | 89117 | 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 | $38,768 |
| NATHAN ADELSON HOSPICE FOUNDATION | ||||||
| 4131 SWENSON STREET | LAS VEGAS | NV | 89119 | 501(C)(3) ORGANIZATI | TO ACHIEVE THE VISION THAT NO ONE SHOULD END THE JOURNEY OF LIFE ALONE, AFRAID, OR IN PAIN | $3,500 |
| THE SMITH CENTER | ||||||
| 361 SYMPHONY PARK AVE | LAS VEGAS | NV | 89106 | 501(C)(3) ORGANIZATI | TO PROVIDE AND PRESERVE A HIGH-QUALITY PERMORNING ARTS CENTER THAT IS EMBRACED BY THE COMMUNITY AND RECOGNIZED AS A VITAL FORCE BY SUPPORTING ARTISTIC EXCELLENCE, EDUCATION, AND INSPIRATION FOR ALL | $10,000 |
| TEMPLE BETH SHALOM | ||||||
| 10700 HAVENWOOD LN | LAS VEGAS | NV | 89135 | 501(C)(3) ORGANIZATI | TO SUPPORT EDUCATIONAL AND RELIGIOUS PROGRAMS | $34,993 |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO | ||||||
| 220 MONTGOMERY ST 5TH FLOOR | SAN FRANCISCO | CA | 94143 | 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 | $2,000 |
| GIRL SCOUTS OF SOUTHERN NEVADA | ||||||
| 5941 HARRIS AVE | LAS VEGAS | NV | 89101 | 501(C)(3) ORGANIZATI | TO HELP PROVIDE PROGRAMS TO GIRLS AS THEY SERVE ACROSS SOUTHERN NEVADA | $2,000 |
| AMERICAN CANCER SOCIETY | ||||||
| 6165 S RAINBOW BLVD | LAS VEGAS | NV | 89118 | 501(C)(3) ORGANIZATI | TO FUND AND CONDUCT RESEARCH, SHARE EXPERT INFORMATION, SUPPORT PATIENTS, AND SPREAD THE WORD ABOUT CANCER PREVENTION. TO PROMOTE HEALTHY LIFESTYLES TO HELP PREVENT CANCER, RESEARCH CANCER AND ITS CAUSES TO FIND MORE ANSWERS AND BETTER TREATMENTS, TO FIGHT FOR LIFESAVING POLICY CHANGES, AND TO PROVIDE EMOTIONAL SUPPORT AND INFORMATION TO CANCER PATIENTS AND THOSE TOUCHED BY CANCER | $10,000 |
| WOOD RIVER JEWISH COMMUNITY | ||||||
| 471 N LEADVILLE AVE 2 | KETCHUM | ID | 83340 | 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 | $100 |
| TRANSFORMED FOR DESTINY INTERNATIONAL MINISTRIES | ||||||
| 1316 WALSTONE RD | N LAS VEGAS | NV | 89031 | 501(C)(3) ORGANIZATI | TO DIG AND BUILD WELLS IN VILLAGES TO HELP BRING FRESH WATER SUPPLY TO IMPROVE HEALTH ISSUES, BUILD A SCHOOLS, AND BUILD A MEDICAL CLINIC IN AFRICA | $1,000 |
| UNLV FOUNDATION | ||||||
| 4505 S MARYLAND PARKWAY BOX 451006 | LAS VEGAS | NV | 89154 | 501(C)(3) ORGANIZATI | TO BUILD MEANINGFUL RELATIONSHIPS WITH UNLV ALUMNI AND STEWARD PRIVATE INVESTMENT IN THE UNIVERSITY | $13,125 |
| KENYON COLLEGE | ||||||
| 105 CHASE AVE | GAMBIER | OH | 43022 | 501(C)(3) ORGANIZATI | TO HELP STUDENTS ACHIEVE THEIR ACADEMIC AND CAREER GOALS AND PREPARE THEM FOR SUCCESSFUL, MEANINGFUL LIVES | $1,000 |
| UCLA DEVELOPMENT | ||||||
| 10889 WILSHIRE BLVD STE 1500 | LOS ANGELES | CA | 90024 | 501(C)(3) ORGANIZATI | TO ADVANCE THE UNIVERSITY'S MISSION OF TEACHING, RESEARCH, AND SERVICE IN PURSUIT OF THE GREATER GOOD | $1,000 |
| SUN VALLEY MUSIC FESTIVAL | ||||||
| PO BOX 1914 | SUN VALLEY | ID | 83353 | 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 |
| DESERT SPACE FOUNDATION | ||||||
| 18 CERCHIO ALTO | HENDERSON | NV | 89011 | 501(C)(3) ORGANIZATI | TO SUPPORT THE LAS VEGAS JEWISH FILM FESTIVAL | $1,000 |
| THE COMMUNITY LIBRARY | ||||||
| 415 SPRUCE AVE NORTH | KETCHUM | ID | 83340 | 501(C)(3) ORGANIZATI | TO HELP SUPPORT THE ADVENTUROUS LIFELONG LEARNING, DISCOVERY, AND TO PROVIDE A PLACE TO CONNECT THROUGH STORIES AND TO ONE ANOTHER. TO PROVIDE FREE ACCESS TO SERVICES AND LIBRARY CARDS TO CONTINUE AS THE FOUNDERS INTENDED | $500 |
| CHABAD OF RED ROCK | ||||||
| 1261 ARVILLE ST | LAS VEGAS | NV | 89102 | 501(C)(3) ORGANIZATI | TO AID EVERY SINGLE JEW IN CONNECTING TO THE JEWISH HERITAGE. TO PROVIDE EVERY JEW WITH THE OPPORTUNITY TO RELATE TO MITZVAH IN A LOVING, ACCEPTING, AND NON-JUDGMENTAL MANNER | $1,000 |
| ROSEMAN UNIVERSITY OF HEALTH SCIENCES | ||||||
| 11 SUNSET WAY | HENDERSON | NV | 89014 | 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 | $15,000 |
| LAS VEGAS PHILHARMONIC | ||||||
| 2451 S BUFFALO DR STE 135 | LAS VEGAS | NV | 89117 | 501(C)(3) ORGANIZATI | TO ENSURE THE LAS VEGAS PHIL'S THE ABILITY TO CONTINUE PRESENTING LIVE CLASSICAL MUSIC OF THE HIGHEST QUALITY IN SOUTHERN NEVADA, BOTH ON THE SMITH CENTER STATE, AND THROUGHOUT THE COMMUNITY. TO PROVIDE ENGAGIN EDUCATION AND COMMUNITY PROGRAMS TO STUDENTS THROUGHOUT THE VALLEY | $150 |
| JEWISH FEDERATION OF GREATER PORTLAND | ||||||
| 9900 SW GREENBURG RD STE 220 | TIGARD | OR | 97223 | 501(C)(3) ORGANIZATI | TO PROVIDE FINANCIAL SUPPORT FOR TEENS TO HAVE A TRANSFORMATIVE ISRAEL EXPERIENCE, PROVIDE SYNAGOGUE-BASED HEBREW HIGH PROGRAMS, PROVIDE EDUCATION AND FINANCIAL SUPPORT FOR THOSE IN NEED | $500 |
| IMPACT CHARITABLE | ||||||
| 1536 WYNKOOP ST STE 223 | DENVER | CO | 80202 | 501(C)(3) ORGANIZATI | TO UTILIZE DONOR ADVISED FUNDS TO CREATE A DEEPER IMPACT THROUGH INVESTMENT TO CONTINUE TO GROW COMMUNITIES. TO EDUCATE DONORS AND THE BROADER COMMUNITY ON THE OPPORTUNITIES AND BENEFITS OF IMPACT INVESTING THROUGH PROGRAMS AND EVENTS | $1,800 |
| HADASSAH | ||||||
| PO BOX 50565 | HENDERSON | NV | 89016 | 501(C)(3) ORGANIZATI | TO CONNECT AND EMPOWER JEWISH WOMEN TO EFFECT CHANGE BY ENHANCING THE HEALTH AND LIVES OF PEOPLE IN ISRAEL, THE UNITED STATES, AND AROUND THE WORLD | $180 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $148,141 | 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 | $24 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $158,667 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $158,691 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $158,691 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DR DAVID L STEINBERG | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1008 CHAMPIONSHIP COURT | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,017 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,462 | Amt |
| Net Investment Income | $4,462 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN CHASE & CO | $10,961 | $20,038 |
| CITIGROUP INC | $16,956 | $20,448 |
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 | $7,052 | $7,052 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2018 EXTENSION PAYMENT | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |