STEINBERG FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- STEINBERG FAMILY FOUNDATION (EIN 88-0509331)
- Tax period
- 2024-09-01 to 2025-08-31
- Filed
- 2025-12-18
- IRS object ID
- 202513529349100201
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-12-18T07:33:51-06:00 | ReturnTs |
| Tax Period End | 2025-08-31 | 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 | 2024-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 880509331 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEINBERG FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEI | BusinessNameControlTxt |
| Phone | 7022401240 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7301 PEAK DRIVE 200 | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89128 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR DAVID L STEINBERG | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 7022401240 | PhoneNum |
| Signature | 2025-12-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY N BLOCK CPA | PreparerPersonNm |
| PTIN | P00799203 | PTIN |
| Phone | 7025440635 | PhoneNum |
| Preparation | 2025-12-17 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $973,640 | 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 | $507,665 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $88 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $88 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $290,130 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $318,609 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $290,130 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $797,883 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $290,218 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $5,475 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,475 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,726 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,726 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,201 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,201 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $145,712 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $145,712 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $156,913 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,201 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $145,712 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $640,970 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $279,017 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $73,186 | CashBOYAmt |
| Cash EOY | $234,970 | CashEOYAmt |
| Cash EOYFMV | $234,970 | CashEOYFMVAmt |
| Corporate Stock BOY | $491,660 | CorporateStockBOYAmt |
| Corporate Stock EOY | $229,806 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $229,806 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $508,864 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $508,864 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $564,846 | TotalAssetsBOYAmt |
| Total Assets EOY | $973,640 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $973,640 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $437,338 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $645,041 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $437,338 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $645,041 | 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 | $127,508 | RetainedEarningBOYAmt |
| Retained Earning EOY | $328,599 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $127,508 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $328,599 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $564,846 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $973,640 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $127,508 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $640,970 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $768,478 | SubtotalAmt |
| Other Decreases | $439,879 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $328,599 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 41 SHS AUTO DATA PROCESSING | D | 2010-07-29 | 2024-09-03 | $11,361 | $1,485 | $9,876 | $9,876 |
| 34 SHS STRYKER CORP | D | 2010-08-23 | 2024-09-03 | $12,262 | $1,576 | $10,686 | $10,686 |
| 80 SHS AMAZON.COM INC | D | 2014-04-30 | 2024-11-22 | $15,771 | $1,214 | $14,557 | $14,557 |
| 11 SHS APPLE INC | D | 2012-11-07 | 2024-11-22 | $2,525 | $220 | $2,305 | $2,305 |
| 68 SHS DANAHER CORP | D | 2011-08-22 | 2024-11-22 | $16,024 | $1,898 | $14,126 | $14,126 |
| 53 SHS MICROSOFT CORP | D | 2015-07-20 | 2024-11-22 | $21,970 | $2,496 | $19,474 | $19,474 |
| 40 SHS TJX COS INC NEW | D | 2010-08-09 | 2024-11-22 | $4,846 | $431 | $4,415 | $4,415 |
| 87 SHS TJX COS INC NEW | D | 2011-10-13 | 2024-11-22 | $10,541 | $1,258 | $9,283 | $9,283 |
| 100 SHS AMAZON.COM INC | D | 2019-10-18 | 2025-02-25 | $21,452 | $1,518 | $19,934 | $19,934 |
| 100 SHS ALPHABET INC CLASS A | D | 2008-04-04 | 2025-02-25 | $18,084 | $1,183 | $16,901 | $16,901 |
| 100 SHS ALPHABET INC CLASS A | D | 2008-11-03 | 2025-04-10 | $15,501 | $928 | $14,573 | $14,573 |
| 200 SHS AMAZON.COM INC | D | 2014-08-05 | 2025-04-10 | $37,301 | $3,103 | $34,198 | $34,198 |
| 100 SHS MICROSOFT CORP | D | 2015-08-27 | 2025-04-10 | $38,389 | $4,439 | $33,950 | $33,950 |
| 50 SHS ALPHABET INC CLASS A | D | 2008-11-03 | 2025-08-21 | $10,006 | $432 | $9,574 | $9,574 |
| 200 SHS AMAZON.COM INC | D | 2014-08-05 | 2025-08-21 | $44,790 | $3,120 | $41,670 | $41,670 |
| 50 SHS APPLE INC | D | 2012-11-07 | 2025-08-21 | $11,332 | $999 | $10,333 | $10,333 |
| 50 SHS MICROSOFT CORP | D | 2015-08-27 | 2025-08-21 | $25,358 | $2,179 | $23,179 | $23,179 |
| CAPITAL GAINS DIVIDENDS | P | $1,096 | $1,096 | $1,096 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $290,130 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,878 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,878 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,878 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | 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 | $4,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $73 | EsPenaltyAmt |
| Overpayment | $49 | OverpaymentAmt |
| Applied To ES Tax | $49 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NV | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DR DAVID STEINBERG | IndividualWithBooksNm |
| Phone | 7022401240 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7301 PEAK DRIVE SUITE 200 | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BETSI D STEINBERG | ||||||||
| 1008 CHAMPIONSHIP COURT | LAS VEGAS | NV | 89134 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| DR DAVID L STEINBERG | ||||||||
| 1008 CHAMPIONSHIP COURT | LAS VEGAS | NV | 89134 | SECRETARY | 1.00 | $0 | $0 | $0 |
| DR DAVID L STEINBERG | ||||||||
| 1008 CHAMPIONSHIP COURT | LAS VEGAS | NV | 89134 | TREASURER | 1.00 | $0 | $0 | $0 |
| DR DAVID L STEINBERG | ||||||||
| 1008 CHAMPIONSHIP COURT | LAS VEGAS | NV | 89134 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BETSI D STEINBERG | ||||||||
| 1008 CHAMPIONSHIP COURT | LAS VEGAS | NV | 89134 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $404,206 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $102,059 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $506,265 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $506,265 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,594 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $498,671 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,934 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,934 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,878 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,878 | TotalTaxAmt |
| Distributable Before Adj | $21,056 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $21,056 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $21,056 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $145,712 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $145,712 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,056 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $141,339 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $157,631 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $145,187 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $133,928 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $316,364 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $894,449 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $145,712 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $21,056 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $124,656 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,019,105 | 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 | $141,339 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $877,766 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $157,631 | ExcessFromYear4Amt |
| Excess From Year3 | $145,187 | ExcessFromYear3Amt |
| Excess From Year2 | $133,928 | ExcessFromYear2Amt |
| Excess From Year1 | $316,364 | ExcessFromYear1Amt |
| Excess From Current Year | $124,656 | 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 (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALPHA OMEGA ALPHA HONOR MEDICAL SOCIETY | |||||||
| 12635 E MONTVIEW BLVD STE 270 | AURORA | CO | 80045 | NOT RELATED | 501(C)(3) ORGANIZATI | TO SUPPORT NATIONAL FELLOWSHIPS, GRANTS, AND AWARDS FOR MEDICAL STUDENTS, FACULTY, RESIDENTS AND FELLOWS. TO ASSURE THE CONTINUED GROWTH OF THE CHAPTERS, PROGRAMS, AND PUBLICATION OF THE ONE-OF-A-KIND MEDICAL HUMANITIES JOURNAL THE PHAROS | $100 |
| FRANKLIN L BURNS SCHOOL (UNIVERSITY OF DENVER) | |||||||
| 2101 S UNIVERSITY BLVD | DENVER | CO | 80208 | NOT RELATED | 501(C)(3) ORGANIZATI | TO PROVIDE THE MOST ADVANCED EDUCATION FOR THE BUILT ENVIRONMENT SO THAT GRADUATES ARE GROUNDED IN THE FULL LIFE CYCLE OF THE BUILT ENVIRONMENT. TO TEACH AND EDUCATE THE UNIQUE INTERSECTION OF BUSINESS AND THE BUILT ENVIRONMENT TO TAKE AN INTEGRATED EDUCATION APPROACH TO THE NEXT LEVEL. | $4,500 |
| FRIENDSHIP CIRCLE OF LAS VEGAS | |||||||
| 1261 ARVILLE ST | LAS VEGAS | NV | 89102 | NOT RELATED | 501(C)(3) ORGANIZATI | TO PROVIDE A FULLY-INCLUSIVE AND NON-JUDGEMENTAL ENVIRONMENT THAT NURTURES RELATIONSHIPS AND HELPS TO CREATE LIFELONG FRIENDSHIPTS FOR INDIVIDUATIONS WITH DISABILITIES. | $10,000 |
| JEWISH FAMILY SERVICE AGENCY | |||||||
| 2309 RENAISSANCE DRIVE SUITE B | LAS VEGAS | NV | 89119 | NOT RELATED | 501(C)(3) ORGANIZATI | TO PROVIDE SERVICES TO INDIVIDUALS, FAMILIES AND GROUPS IN THE COMMUNITY INCLUDING; COUNSELING, SENIOR SERVICES, ADOPTION SERVICES, AND EMERGENCY SERVICES. | $5,000 |
| JEWISH NATIONAL FUND | |||||||
| 42 E 69TH STREET | NEW YORK | NY | 10021 | NOT RELATED | 501(C)(3) ORGANIZATI | TO REMAIN PART OF THE JEWISH PHILANTHROPIC WORLD, TO ENSURE A STRONG, SECURE, AND PROSPEROUS FUTURE FOR THE LAND AND THE PEOPLE OF ISRAEL. TO PLANT TREES, BUILD HOUSES AND PARKS, SOURCE WATER SOLUTIONS, BUY FIRE TRUCKS, AND IMPROVE THE LIVES OF PEOPLE WITH SPECIAL NEEDS. | $2,800 |
| JEWISH NEVADA - NEVADA'S JEWISH FEDERATION | |||||||
| 9510 W SAHARA AVE STE 225 | LAS VEGAS | NV | 89117 | NOT RELATED | 501(C)(3) ORGANIZATI | TO HELP CARE FOR THE MOST VULNERABLE, PROVIDE HUMANITARIAN RESUCE AND RELIEVE AID, AND OFFER PROGRAMS AND SERVICES. TO HELP TO BUILD AND STRENGTHEN THE JEWISH NEVADA COMMUNITY THROUGH SUPPORT FOR JEWISH EDUCATION, CULTURAL PROGRAMMING, AND COMMUNITY CELEBRATIONS, CRITICAL SERVICES FOR THE ELDERLY, AND EMERGENCY ASSISTANCE FOR THOSE IN CRISIS | $14,618 |
| KENYON COLLEGE | |||||||
| 105 CHASE AVE | GAMBIER | OH | 43022 | NOT RELATED | 501(C)(3) ORGANIZATI | TO HELP STUDENTS ACHIEVE THEIR ACADEMIC AND CAREER GOALS AND PREPARE THEM FOR SUCCESSFUL, MEANINGFUL LIVES | $1,000 |
| NATHAN ADELSON HOSPICE FOUNDATION | |||||||
| 4131 SWENSON STREET | LAS VEGAS | NV | 89119 | NOT RELATED | 501(C)(3) ORGANIZATI | TO ACHIEVE THE VISION THAT NO ONE SHOULD END THE JOURNEY OF LIFE ALONE, AFRAID, OR IN PAIN | $3,450 |
| ROSEMAN UNIVERSITY OF HEALTH SCIENCES | |||||||
| 11 SUNSET WAY | HENDERSON | NV | 89014 | NOT RELATED | 501(C)(3) ORGANIZATI | TO PROVIDE HIGHER LEARNING AND EDUCATION IN MEDICINE, DENTAL MEDICINE, ADVANCED EDUCATION IN ORTHODONTICS AND DENTOFACIAL ORTHOPEDICS. TO ADVANCE RESEARCH IN THE AREAS OF CANCER, DIABETES, OBESITY, ALZHEIMER'S, PARKINSON'S DISEASES, ADULT STEM CELL, AND REGENERATIVE MEDICINE, AND CARDIOVASCULAR DISEASE. | $5,000 |
| SUN VALLEY MUSEUM OF ART | |||||||
| 191 FIFTH STREET EAST | KETCHUM | ID | 83340 | NOT RELATED | 501(C)(3) ORGANIZATI | TO ENRICH THE COMMUNITY THROUGH TRANSFORMATIVE ARTS AND EDUCATIONAL EXPERIENCES. TO PROVIDE GENERATIONS OF LOCAL STUDENTS WITH A STRONG FOUNDATION IN THE ARTS. | $2,158 |
| SUN VALLEY MUSIC FESTIVAL | |||||||
| PO BOX 1914 | SUN VALLEY | ID | 83353 | NOT RELATED | 501(C)(3) ORGANIZATI | TO PROVIDE AN INSPIRING EXPERIENCE, ADMISSION-FREE PERFORMANCE AND TUITION-FREE MUSIC EDUCATION PROGRAM FOR EVERYONE IN THE WOOD RIVER VALLEY AREA. TO HELP BRING THE JOY AND SPLENDOR OF EXCEPTIONAL MUSIC-MAKING TO AUDIENCE MEMBERS OF ALL AGES AND BACKGROUNDS | $6,000 |
| TEMPLE BETH SHALOM | |||||||
| 10700 HAVENWOOD LN | LAS VEGAS | NV | 89135 | NOT RELATED | 501(C)(3) ORGANIZATI | TO SUPPORT EDUCATIONAL AND RELIGIOUS PROGRAMS | $12,860 |
| THE ROENTGEN FUND | |||||||
| 44211 SLATESTONE COURT | LEESBURG | VA | 20176 | NOT RELATED | 501(C)(3) ORGANIZATI | TO SUPPORT THE SCHOLARLY AND SCIENTIFIC PURSUITS OF YOUNG INVESTIGATORS AND PROFESSIONALS WHO ARE CHARTING THE COURSE FOR RADIOLOGY'S FUTURE. | $500 |
| THE VILLAGE BY CORNERSTONE | |||||||
| 9224 W PICO BLVD | LOS ANGELES | CA | 90035 | NOT RELATED | 501(C)(3) ORGANIZATI | TO SET A NEW STANDARD FOR INCLUSIVE, INDEPENDENT LIVING IN THE HEART OF LOS ANGELES. TO EMPOWER PEOPLE WHO HAVE INTELLECTUAL AND DEVELOPMENT DIFFERENCES TO BE INDEPENDENT. TO BOLSTER ACTIVE AND HEALTHY LIVING, WHILE PROVIDING AUTONOMY THROUGH A SCAFFOLDING OF SERVICES AND PROGRAMS THAT SUPPORT THE RESIDENT'S DIVERSE NEEDS. | $25,000 |
| UCSF FOUNDATION | |||||||
| 220 MONTGOMERY ST 5TH FLOOR | SAN FRANCISCO | CA | 94143 | NOT RELATED | 501(C)(3) ORGANIZATI | TO IMPROVE EFFORTS TO DECODE LIFE TO IMPROVE HEALTH, LEVERAGE DISCOVERY TO REVOLUTIONIZE CARE, AND ACHIEVE HEALTH EQUITY FOR ALL. TO TRANSFORM MEDICINE, SCIENCE, AND PATENT CARE TODAY WHILE BUILDING A FOUNDATION FOR TOMORROW | $1,000 |
| WOMEN'S LEAGUE FOR CONSERVATIVE JUDAISM | |||||||
| 475 RIVERSIDE DR STE 820 | NEW YORK | NY | 10115 | NOT RELATED | 501(C)(3) ORGANIZATI | TO STRENGTHEN AND UNITE SYNAGOGUE WOMEN'S GROUPS, THEIR MEMBERS, AND INDIVIDUAL MEMBERS, SUPPORT THEM IN MUTUAL EFFORTS TO UNDERSTAND AND PERPETUATE CONSERVATIVE/MASORTI JUDAISM IN THE HOME, SYNAGOGUE AND COMMUNITY, AND REINFORCE THEIR BONDS WITH ISRAEL AND THE JEWS WORLDWIDE. | $276 |
| WOOD RIVER JEWISH COMMUNITY | |||||||
| 471 N LEADVILLE AVE 2 | KETCHUM | ID | 83340 | NOT RELATED | 501(C)(3) ORGANIZATI | TO SUPPORT A JEWISH COMMUNITY GATHERING PLACE THAT STRIVES TO PERPETUATE JEWISH TRADITION THROUGH WORSHIP, FELLOWSHIP, AND LEARNING. TO SEEK TO PROVIDE A WELCOMING AND CARING COMMUNITY IN THE WOOD RIVER VALLEY | $1,300 |
| YESHIVA DAY SCHOOL OF LAS VEGAS | |||||||
| 5555 REDWOOD ST | LAS VEGAS | NV | 89118 | NOT RELATED | 501(C)(3) ORGANIZATI | TO TEACH EVERY JEWISH CHILD TO LEARN IN A STRUCTURED, POSITIVE, AND NURTURING ENVIRONEMENT AND TO PROVIDE EVERY JEWISH CHILD IN THE LAS VEGAS AREA WITH A RIGOROUS TORAH AND SECULAR EDUCATION THAT WILL PREPARE THEM FOR ANY FUTURE PATH THEY CHOOSE. | $50,000 |
| LAS VEGAS PHILHARMONIC | |||||||
| 10161 PARK RUN DR STE 150 | LAS VEGAS | NV | 89106 | NOT RELATED | 501(C)(3) ORGANIZATI | TO HELP SUPPLEMENT TICKET SALES, WHICH COVER LESS THAN 50% OF ONGOING OPERATIONAL COSTS. THE ORGANIZATION HELPS TO SUPPORT ARTISTIC EXCELLENCE AS HIGHLIGHTED IN CONCERTS, AND HELPS BOOST CULTURAL CLIMATE IN LAS VEGAS BY COMMUNITY ENGAGEMENT AND EDUCATION PROGRAMS. | $150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $145,712 | 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 | $88 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,096 | ExclusionAmt |
| Related Or Exempt Function Incm | $289,034 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,184 | ExclusionAmt |
| Related Or Exempt Function Incm | $289,034 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $290,218 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INVESTMENT INCOME EARNED ON SECURITIES FOR CONTRIBUTIOSN/GRANTS |
| 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DLS 2 FAMILY LIMITED PARTNERSHIP | BusinessNameLine1Txt |
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 | $507,665 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1,142 SHS - ISHARES RUSSELL 1000 GROWTH ETF | NoncashPropertyDesc |
| Fair Market Value | $507,665 | FairMarketValueAmt |
| Received | 2025-08-26 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $229,806 | EOYBookValueAmt |
| EOYFMV | $229,806 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EXCHANGE TRADED FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $508,864 | BookValueAmt |
| EOYFMV | $508,864 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON DONATED EQUITIES | Desc |
| Amt | $439,879 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON DONATED SECURITIES | Desc |
| BOY Book Value | $437,338 | BOYBookValueAmt |
| EOY Book Value | $645,041 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MEMERSHIP DUES | CategoryTxt |
| Amt | $5,475 | Amt |
| Net Investment Income | $5,475 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAX EXPENSE | CategoryTxt |
| Amt | $5,726 | Amt |
| Net Investment Income | $5,726 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |