STEINBERG FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- STEINBERG FAMILY FOUNDATION (EIN 88-0509331)
- Tax period
- 2018-09-01 to 2019-08-31
- Filed
- 2020-05-22
- IRS object ID
- 202031439349100113
- Schema version
- 2018v3.1
- 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 Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-22T10:35:14-05:00 | ReturnTs |
| Tax Period End | 2019-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10845 GRIFFITH PEAK DRIVE SUITE 450 | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89135 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-09-01 | 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 | 7022401228 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7301 PEAK DR STE 200 | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 891289308 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR DAVID STEINBERG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7022401232 | PhoneNum |
| Signature | 2020-05-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY R LAMBRIX CPA | PreparerPersonNm |
| PTIN | P01349556 | PTIN |
| Phone | 7027594000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $244,041 | 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 | $11,862 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $65 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $65 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,318 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,318 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $87,003 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $99,750 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $87,003 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $104,248 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $92,386 | 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 | $4,463 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,463 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,225 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,225 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,688 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,688 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $97,119 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $97,119 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $103,807 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,688 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $97,119 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $441 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $85,698 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $36,261 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $39,443 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $39,443 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $64,807 | CorporateStockBOYAmt |
| Corporate Stock EOY | $63,922 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $204,598 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $101,068 | TotalAssetsBOYAmt |
| Total Assets EOY | $103,365 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $244,041 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $101,068 | RetainedEarningBOYAmt |
| Retained Earning EOY | $103,365 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $101,068 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $103,365 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $101,068 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $103,365 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $101,068 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $441 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,856 | OtherIncreasesAmt |
| Subtotal | $103,365 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $103,365 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 200 ALTRIA GROUP | 2013-02-06 | 2018-12-27 | $9,587 | $6,816 | $2,771 | $2,771 |
| 200 APPLE INC. | 2006-11-10 | 2018-12-27 | $30,893 | $2,372 | $28,521 | $28,521 |
| 100 APPLIE INC. | 2006-11-10 | 2019-03-12 | $18,078 | $1,186 | $16,892 | $16,892 |
| 200 APPLE INC. | 2006-11-10 | 2019-07-16 | $41,192 | $2,373 | $38,819 | $38,819 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $87,003 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $125,176 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $217,302 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.576046 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $114,967 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $243,165 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.472794 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $93,052 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $173,101 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.537559 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $90,200 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $106,611 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.846067 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $120,139 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $182,815 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.657162 | DistributionYr5Rt |
| Total Distribution | 3.089628 | TotalDistributionRt |
| Average Distribution | 0.617926 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $222,605 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $137,553 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $857 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $138,410 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $97,119 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,714 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,714 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,714 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $444 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,444 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $24 | EsPenaltyAmt |
| Overpayment | $706 | OverpaymentAmt |
| Applied To ES Tax | $706 | 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 | DAVID L STEINBERG | IndividualWithBooksNm |
| Phone | 7022401232 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID L STEINBERG | ||||||||
| 1008 CHAMPIONSHIP COURT | LAS VEGAS | NV | 89134 | PRESIDENT | 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 | $200,806 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,189 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $225,995 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $225,995 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,390 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $222,605 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,130 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,130 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,714 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,714 | TotalTaxAmt |
| Distributable Before Adj | $9,416 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,416 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,416 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $97,119 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $97,119 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $97,119 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,416 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $111,506 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $85,511 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $84,397 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $105,248 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $115,507 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $502,169 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $97,119 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,416 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $87,703 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $589,872 | 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 | $111,506 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $478,366 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $85,511 | ExcessFromYear4Amt |
| Excess From Year3 | $84,397 | ExcessFromYear3Amt |
| Excess From Year2 | $105,248 | ExcessFromYear2Amt |
| Excess From Year1 | $115,507 | ExcessFromYear1Amt |
| Excess From Current Year | $87,703 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID L STEINBERG | ContributingManagerNm |
| Contributing Manager | BETSI D STEINBERG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALPHA OMEGA ALPHA | ||||||
| 12635 E MONTVIEW BLVD SUITE 270 | AURORA | CO | 80045 | 501(C)(3) ORGANIZATI | MEDICAL COLLEGE DONATION. | $25 |
| HUMAN RIGHTS CAMPAIGN FEDERAL CLUB | ||||||
| 1640 RHODE ISLAND AVE NW | WASHINGTON | DC | 89134 | 501(C)(3) ORGANIZATI | HRC MEMBERSHIP RENEWAL. | $1,200 |
| JEWISH FEDERATION OF LAS VEGAS | ||||||
| 2317 RENAISSANCE DRIVE | LAS VEGAS | NV | 89119 | 501(C)(3) ORGANIZATI | TO HELP CARE FOR THE MOST VULNERABLE, PROVIDE HUMANITARIAN RESCUE AND RELIEF AID, AND OFFER PROGRAMS AND SERVICES. | $30,000 |
| JUVENILE DIABETES FOUNDATION | ||||||
| 5542 S FORT APACHE ROAD SUITE 100 | LAS VEGAS | NV | 89148 | 501(C)(3) ORGANIZATI | CHARITY EVENT TO HELP IMPROVE LIVES BY CURING TYPE 1 DIABETES. | $10,040 |
| NATHAN ADELSON HOSPICE FOUNDATION | ||||||
| 4131 SWENSON STREET | LAS VEGAS | NV | 89119 | 501(C)(3) ORGANIZATI | ACHIEVING THE VISION THAT NO ONE SHOULD END THE JOURNEY OF LIFE ALON, AFRAID, OR IN PAIN. | $3,600 |
| ROSEMAN UNIVERSITY OF HEALTH SCIENCES | ||||||
| 10530 DISCOVERY DRIVE | LAS VEGAS | NV | 89135 | 501(C)(3) ORGANIZATI | TO SUPPORT THE COLLEGE OF MEDICINE | $10,000 |
| SUN VALLEY CENTER FOR THE ARTS | ||||||
| PO BOX 656 | SUN VALLEY | ID | 83353 | 501(C)(3) ORGANIZATI | WINE AUCTION CHARITABLE DONATION | $11,500 |
| SUN VALLEY SUMMER SYMPHONY | ||||||
| PO BOX 1914 | SUN VALLEY | ID | 83353 | 501(C)(3) ORGANIZATI | TO SUPPORT SUMMER MUSICAL WORKSHOPS | $2,500 |
| TEMPLE BETH SHOLOM | ||||||
| 10700 HAVVENWOOD LANE | LAS VEGAS | NV | 89135 | 501(C)(3) ORGANIZATI | TO SUPPORT EDUCATIONAL AND RELIGIOUS PROGRAMS | $9,204 |
| THE SMITH CENTER | ||||||
| 361 SYMPHONY PARK AVENUE | LAS VEGAS | NV | 89106 | 501(C)(3) ORGANIZATI | OUR MISSION IS TO PROVIDE AND PRESERVE A HIGH-QUALITY PERFORMING 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 |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO | ||||||
| 220 MONTGOMERY STREET 5TH FLOOR | SAN FRANCISCO | CA | 94143 | 501(C)(3) ORGANIZATI | COLLEGE DONATION. | $2,000 |
| WOODRIVER JEWISH COMMUNITY | ||||||
| PO BOX 837 471 N LEADVILLE AVE 2 | KETCHUM | ID | 83340 | 501(C)(3) ORGANIZATI | SUPPORTING WOOD RIVER JEWISH COMMUNITY | $120 |
| COMMUNITIES IN SCHOOLS | ||||||
| 8350 W SAHARA STE 110 | LAS VEGAS | NV | 89117 | 501(C)(3) ORGANIZATI | TO SUPPORT EMPOWERING STUDENTS TO STAY IN SCHOOL AND ACHIEVE IN LIFE. | $680 |
| USTA - NEVADA | ||||||
| 1333 N BUFFALO DRIVE SUITE 270 | LAS VEGAS | NV | 89128 | 501(C)(3) ORGANIZATI | TO SUPPORT SCHOOL PROGRAMS FOR STUDENTS AND TEACH THEM ABOUT TENNIS. | $300 |
| LAS VEGAS HEART ASSOCIATION | ||||||
| 4445 S JONES BLVD SUITE B1 | LAS VEGAS | NV | 89103 | 501(C)(3) ORGANIZATI | TO HELP PEOPLE WHO FACE STRUGGLES OF CARDIOVASCLUAR DISEASES AND STROKE. | $2,000 |
| GIRL SCOUTS OF SOUTHERN NEVADA | ||||||
| 5941 HARRIS AVENUE | LAS VEGAS | NV | 89101 | 501(C)(3) ORGANIZATI | TO HELP PROVIDE PROGRAMS TO THE 4000 PLUS GIRL STHEY SERVE ACROSS SOUTHERN NEVADA | $450 |
| LAS VEGAS JEWISH FILM FESTIVAL - DESERT SPACE FOUNDATION | ||||||
| 18 CERCHIO ALTO | HENDERSON | NV | 89011 | 501(C)(3) ORGANIZATI | TO SUPPORT EDUCATIONAL AND RELIGIOUS PROGRAMS | $1,500 |
| HILLEL INTERNATIONAL | ||||||
| 800 EIGHTH STREET | NORTH WEST | WA | 200013724 | 501(C)(3) ORGANIZATI | TO SUPPORT EDUCATIONAL AND RELIGIOUS PROGRESS | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $97,119 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $65 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,318 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $87,003 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $92,321 | ExclusionAmt |
| Related Or Exempt Function Incm | $65 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $92,386 | 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 |
| 8 | SALE OF SECURITIES IN ORDER TO CONTRIBUTE CASH |
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 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 | $11,862 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1000 SHS- APPLE, INC; C SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $146,830 | FairMarketValueAmt |
| Received | 2018-12-24 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,463 | Amt |
| Net Investment Income | $4,463 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALTRIA GROUP | $10,224 | $13,122 |
| JPMORGAN CHASE & CO | $27,402 | $54,930 |
| CITIGROUP, INC. | $20,365 | $32,175 |
| APPLE, INC. | $5,931 | $104,371 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO INVESTMENTS | Desc |
| Amt | $1,856 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LIST FEES | $50 | $50 | $0 |
| MEMBERSHIP FEES | $2,175 | $2,175 | $0 |