S & E FOUNDATION: Form 990PF, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- S & E FOUNDATION (EIN 11-3481171)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-16
- IRS object ID
- 201101379349100510
- Schema version
- 2009v1.7
- 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 Assets Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T10:15:17-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | G David Soifer CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 Jackson Ave | AddressLine1 |
| City | Spring Valley | City |
| State | NY | State |
| ZIP Code | 109771908 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113481171 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | S&E Steinmetz Foundation co Steinmetz | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | S&ES | NameControl |
| Phone | 7187825769 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 352 Marcy Ave | AddressLine1 |
| City | Brooklyn | City |
| State | NY | State |
| ZIP Code | 11206 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Solomon Steinmetz | Name |
| Title | Trustee | Title |
| Phone | 7187825769 | Phone |
| Date Signed | 2011-05-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8453547293 | Phone |
| Date Prepared | 2011-05-17 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 200756 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 95000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 11222 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 11222 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 11222 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -36592 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 75443 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 39425 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 39425 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 39425 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 109055 | TotalRevenueAndExpenses |
| Total Net Investment Income | 50647 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 50647 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 4000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 273 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 4273 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 96430 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 96430 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 100703 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 96430 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 8352 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 50647 | NetInvestmentIncome |
| Adjusted Net Income | 50647 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -4 | CashBOY |
| Savings And Temp Cash Invst BOY | 695914 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 200756 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 200756 | SavingsAndTempCashInvstEOYFMV |
| Other Notes And Loans Rcvbl BOY | 177519 | OtherNotesAndLoansRcvblBOY |
| Investments Corp Stock BOY | 94850 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 55730 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 0 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | 1890236 | OtherAssetsBOY |
| Other Assets EOY | 2610381 | OtherAssetsEOY |
| Other Assets EOYFMV | 0 | OtherAssetsEOYFMV |
| Total Assets BOY | 2858515 | TotalAssetsBOY |
| Total Assets EOY | 2866867 | TotalAssetsEOY |
| Total Assets EOYFMV | 200756 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 2858515 | RetainedEarningsBOY |
| Retained Earnings EOY | 2866867 | RetainedEarningsEOY |
| Total Net Assets BOY | 2858515 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2866867 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2858515 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2866867 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2858515 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 8352 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2866867 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2866867 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (53 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN WLT APP-AD | P | 2010-01-15 | 2010-03-03 | 6025 | 6142 | -117 | -117 |
| BERNSTEIN INTERNATIONAL PORTFOLIO | P | 2009-12-31 | 2010-01-15 | 970 | 945 | 25 | 25 |
| ALLIANCEBERNSTEIN GLOBAL REAL ESTATE INVT FD II CL I | P | 2009-12-31 | 2010-01-15 | 11 | 11 | 0 | 0 |
| BERNSTEIN INTERNATIONAL PORTFOLIO | P | 2009-12-14 | 2010-01-15 | 786 | 766 | 20 | 20 |
| BERNSTEIN INTERNATIONAL PORTFOLIO | P | 2009-09-23 | 2010-01-15 | 103 | 100 | 3 | 3 |
| BERNSTEIN INTERNATIONAL PORTFOLIO | P | 2009-06-25 | 2010-01-15 | 201 | 161 | 40 | 40 |
| BERNSTEIN INTERNATIONAL PORTFOLIO | P | 2009-03-30 | 2010-01-15 | 215 | 138 | 77 | 77 |
| BERNSTEIN INTERNATIONAL PORTFOLIO | P | 2009-01-02 | 2010-01-15 | 173 | 138 | 35 | 35 |
| BERNSTEIN INTERNATIONAL PORTFOLIO | P | 2008-12-15 | 2010-01-15 | 1663 | 1259 | 404 | 404 |
| ALLIANCEBERNSTEIN GLOBAL REAL ESTATE INVT FD II CL I | P | 2008-09-22 | 2010-01-15 | 183 | 217 | -34 | -34 |
| ALLIANCEBERNSTEIN GLOBAL REAL ESTATE INVT FD II CL I | P | 2008-06-23 | 2010-01-15 | 170 | 224 | -54 | -54 |
| ALLIANCEBERNSTEIN GLOBAL REAL ESTATE INVT FD II CL I | P | 2008-03-24 | 2010-01-15 | 63 | 82 | -19 | -19 |
| BERNSTEIN INTERNATIONAL PORTFOLIO | P | 2008-02-04 | 2010-01-15 | 1 | 1 | 0 | 0 |
| BERNSTEIN INTERNATIONAL PORTFOLIO | P | 2008-01-18 | 2010-01-15 | 3 | 4 | -1 | -1 |
| BERNSTEIN INTERNATIONAL PORTFOLIO | P | 2007-12-31 | 2010-01-15 | 6209 | 9937 | -3728 | -3728 |
| ALLIANCEBERNSTEIN GLOBAL REAL ESTATE INVT FD II CL I | P | 2007-12-31 | 2010-01-15 | 4841 | 7100 | -2259 | -2259 |
| ALLIANCEBERNSTEIN GLOBAL REAL ESTATE INVT FD II CL I | P | 2007-12-21 | 2010-01-15 | 4724 | 6731 | -2007 | -2007 |
| BERNSTEIN INTERNATIONAL PORTFOLIO | P | 2007-12-11 | 2010-01-15 | 4484 | 7289 | -2805 | -2805 |
| ALLIANCEBERNSTEIN GLOBAL REAL ESTATE INVT FD II CL I | P | 2007-09-21 | 2010-01-15 | 34 | 73 | -39 | -39 |
| ALLIANCEBERNSTEIN GLOBAL REAL ESTATE INVT FD II CL I | P | 2007-06-25 | 2010-01-15 | 50 | 108 | -58 | -58 |
| ALLIANCEBERNSTEIN GLOBAL REAL ESTATE INVT FD II CL I | P | 2007-03-26 | 2010-01-15 | 70 | 162 | -92 | -92 |
| ALLIANCEBERNSTEIN GLOBAL REAL ESTATE INVT FD II CL I | P | 2006-12-26 | 2010-01-15 | 28 | 59 | -31 | -31 |
| ALLIANCEBERNSTEIN GLOBAL REAL ESTATE INVT FD II CL I | P | 2006-12-26 | 2010-01-15 | 876 | 1888 | -1012 | -1012 |
| BERNSTEIN INTERNATIONAL PORTFOLIO | P | 2006-12-12 | 2010-01-15 | 4289 | 7080 | -2791 | -2791 |
| ALLIANCEBERNSTEIN GLOBAL REAL ESTATE INVT FD II CL I | P | 2006-09-25 | 2010-01-15 | 39 | 84 | -45 | -45 |
| ALLIANCEBERNSTEIN GLOBAL REAL ESTATE INVT FD II CL I | P | 2006-06-26 | 2010-01-15 | 39 | 75 | -36 | -36 |
| ALLIANCEBERNSTEIN GLOBAL REAL ESTATE INVT FD II CL I | P | 2006-03-27 | 2010-01-15 | 49 | 99 | -50 | -50 |
| BERNSTEIN INTERNATIONAL PORTFOLIO | P | 2006-01-26 | 2010-01-15 | 14 | 22 | -8 | -8 |
| BERNSTEIN INTERNATIONAL PORTFOLIO | P | 2005-12-30 | 2010-01-15 | 17061 | 26382 | -9321 | -9321 |
| ALLIANCEBERNSTEIN GLOBAL REAL ESTATE INVT FD II CL I | P | 2005-12-30 | 2010-01-15 | 7109 | 12550 | -5441 | -5441 |
| ALLIANCEBERNSTEIN GLOBAL REAL ESTATE INVT FD II CL I | P | 2005-12-27 | 2010-01-15 | 327 | 581 | -254 | -254 |
| BERNSTEIN INTERNATIONAL PORTFOLIO | P | 2005-12-07 | 2010-01-15 | 145 | 220 | -75 | -75 |
| ALLIANCEBERNSTEIN GLOBAL REAL ESTATE INVT FD II CL I | P | 2005-09-26 | 2010-01-15 | 13 | 23 | -10 | -10 |
| ALLIANCEBERNSTEIN GLOBAL REAL ESTATE INVT FD II CL I | P | 2005-06-27 | 2010-01-15 | 16 | 28 | -12 | -12 |
| ALLIANCEBERNSTEIN GLOBAL REAL ESTATE INVT FD II CL I | P | 2005-03-28 | 2010-01-15 | 19 | 29 | -10 | -10 |
| ALLIANCEBERNSTEIN GLOBAL REAL ESTATE INVT FD II CL I | P | 2005-01-27 | 2010-01-15 | 1 | 1 | 0 | 0 |
| ALLIANCEBERNSTEIN GLOBAL REAL ESTATE INVT FD II CL I | P | 2005-01-04 | 2010-01-15 | 1660 | 2783 | -1123 | -1123 |
| BERNSTEIN INTERNATIONAL PORTFOLIO | P | 2005-01-04 | 2010-01-15 | 7779 | 10441 | -2662 | -2662 |
| ALLIANCEBERNSTEIN GLOBAL REAL ESTATE INVT FD II CL I | P | 2005-01-04 | 2009-07-23 | 1841 | 3617 | -1776 | -1776 |
| BERNSTEIN INTERNATIONAL PORTFOLIO | P | 2005-01-04 | 2009-07-23 | 2217 | 3441 | -1224 | -1224 |
| BERNSTEIN INTERNATIONAL PORTFOLIO | P | 2005-01-04 | 2009-07-23 | 18 | -18 | -18 | |
| ALLIANCEBERNSTEIN GLOBAL REAL ESTATE INVT FD II CL I | P | 2004-12-23 | 2009-07-23 | 5 | 10 | -5 | -5 |
| BERNSTEIN INTERNATIONAL PORTFOLIO | P | 2004-12-10 | 2009-07-23 | 5 | 8 | -3 | -3 |
| ALLIANCEBERNSTEIN GLOBAL REAL ESTATE INVT FD II CL I | P | 2004-09-27 | 2009-07-23 | 3 | 5 | -2 | -2 |
| ALLIANCEBERNSTEIN GLOBAL REAL ESTATE INVT FD II CL I | P | 2004-06-28 | 2009-07-23 | 3 | 5 | -2 | -2 |
| ALLIANCEBERNSTEIN GLOBAL REAL ESTATE INVT FD II CL I | P | 2004-03-29 | 2009-07-23 | 3 | 5 | -2 | -2 |
| ALLIANCEBERNSTEIN GLOBAL REAL ESTATE INVT FD II CL I | P | 2003-12-24 | 2009-07-23 | 3 | 5 | -2 | -2 |
| BERNSTEIN INTERNATIONAL PORTFOLIO | P | 2003-12-05 | 2009-07-23 | 6 | 8 | -2 | -2 |
| ALLIANCEBERNSTEIN GLOBAL REAL ESTATE INVT FD II CL I | P | 2003-09-25 | 2009-07-23 | 3 | 4 | -1 | -1 |
| ALLIANCEBERNSTEIN GLOBAL REAL ESTATE INVT FD II CL I | P | 2003-06-26 | 2009-07-23 | 212 | 272 | -60 | -60 |
| ALLIANCEBERNSTEIN GLOBAL REAL ESTATE INVT FD II CL I | P | 2003-03-27 | 2009-07-23 | 77 | 92 | -15 | -15 |
| BERNSTEIN INTERNATIONAL PORTFOLIO | P | 2002-12-06 | 2009-07-23 | 521 | 503 | 18 | 18 |
| BERNSTEIN INTERNATIONAL PORTFOLIO | P | 2001-12-06 | 2009-07-23 | 101 | 109 | -8 | -8 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -36592 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 48 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 178451 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2879448 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.061974 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 110320 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2815961 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.039177 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 274913 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3018679 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.091071 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 335713 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2874109 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.116806 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 273116 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2684867 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.101724 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.410752 | TotalDistributionRatio |
| Average Distribution Ratio | 0.082150 | AverageDistributionRatio |
| Net Noncharitable Assets | 2826307 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 232181 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 506 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 232687 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 96430 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1013 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1013 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1013 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 31 | PenaltyForUnderpayment |
| Tax Due | 1044 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | co David Soifer Cpa | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8453547293 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 Jackson Ave | AddressLine1 |
| City | Spring Valley | City |
| State | NY | State |
| ZIP Code | 109771908 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| Solomon Steinmetz | ||||||||
| 352 Marcy Ave | Brooklyn | NY | 11219 | trustee | 0.00 | 0 | 0 | 0 |
| Esther Steinmetz | ||||||||
| 352 Marcy Ave | Brooklyn | NY | 11219 | Trustee | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 87007 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 814411 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 1967929 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2869347 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2869347 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 43040 | CashDeemedCharitable |
| Net Noncharitable Assets | 2826307 | NetNoncharitableAssets |
| Minimum Investment Return | 141315 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 141315 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1013 | TaxBasedOnInvestmentIncome |
| Total Tax | 1013 | TotalTax |
| Distributable Amount Before Adj | 140302 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 140302 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 140302 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 96430 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 96430 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 96430 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 140302 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 141263 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 203495 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 126011 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year1 | 35578 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 506347 | TotalExcessDistriCarryover |
| Qualifying Distributions | 96430 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 96430 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 43872 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 43872 | ExcessDistriCyovAppliedCY |
| Total Corpus | 462475 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 97391 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 365084 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 203495 | ExcessFromYear4 |
| Excess From Year3 | 126011 | ExcessFromYear3 |
| Excess From Year1 | 35578 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | Solomon Steinmetz | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 352 Marcy ave | AddressLine1 |
| City | Brooklyn | City |
| State | NY | State |
| ZIP Code | 11219 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 7187825769 | RecipientPhoneNumber |
| Form And Info And Materials | no special form | FormAndInfoAndMaterials |
| Submission Deadlines | none | SubmissionDeadlines |
| Restrictions On Awards | charitable organization | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (53 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Bais Chinuch Lebones | |||||||
| 31 Division Ave | Brooklyn | NY | 11211 | none | 501 (c) 3 | to promote activities of organization | $2,400 |
| Bais Yosef Tzvi Dshinsky | |||||||
| 135 Ross St | Brooklyn | NY | 11211 | none | 501 (c) 3 | to promote activities of organization | $1,200 |
| Bas Melech | |||||||
| 116 Avenue I | Brooklyn | NY | 11230 | none | 501 (c) 3 | to promote activities of organization | $400 |
| Bikur Cholim | |||||||
| 1519 55Th St | Brooklyn | NY | 11219 | none | 501 (c) 3 | to promote activities of organization | $36 |
| Binyan Yerushalayim | |||||||
| 1274 49Th St Suite 248 | Brooklyn | NY | 11219 | none | 501 (c) 3 | to promote activities of organization | $300 |
| Bnos Chayil | |||||||
| 345 Hewes St | Brooklyn | NY | 11211 | none | 501 (c) 3 | to promote activities of organization | $2,300 |
| Chesed Labraham | |||||||
| 4718 18Th Ave Ste 206 | Brooklyn | NY | 11204 | none | 501 (c) 3 | to promote activities of organization | $1,000 |
| Con Yetev Lev Mikvah | |||||||
| 13 Hooper Street | Brooklyn | NY | 11211 | none | 501 (c) 3 | to promote activities of organization | $360 |
| Cong Bais David | |||||||
| 235 Penn Street | Brooklyn | NY | 11211 | none | 501 (c) 3 | to promote activities of organization | $2,036 |
| Cong Bais Mordechai | |||||||
| 3054 Bedford Ave | Brooklyn | NY | 11210 | none | 501 (c) 3 | to promote activities of organization | $300 |
| Cong Birchas Yosef | |||||||
| 201 Route 306 | Monsey | NY | 10952 | none | 501 (c) 3 | to promote activities of organization | $8,500 |
| Cong Brashiv | |||||||
| 92 Wallabout St | Brooklyn | NY | 11206 | none | 501 (c) 3 | to promote activities of organization | $500 |
| Cong Khal Minchus Chinuch | |||||||
| Po Box 40313 | Brooklyn | NY | 11204 | none | 501 (c) 3 | to promote activities of organization | $2,000 |
| Cong Mishmeres Sholom | |||||||
| 1 Street | Brooklyn | NY | 11211 | none | 501 (c) 3 | to promote activities of organization | $500 |
| Cong Netzach Yisroel | |||||||
| 1 Orchard Hill Dr | Monsey | NY | 10952 | none | 501 (c) 3 | to promote activities of organization | $2,172 |
| Cong Ohr Pnei Yehoshua | |||||||
| 287 Hewes St | Brooklyn | NY | 11211 | none | 501 (c) 3 | to promote activities of organization | $7,840 |
| Cong Svalyava | |||||||
| 1 Street | Brooklyn | NY | 11211 | none | 501 (c) 3 | to promote activities of organization | $400 |
| Cong Tehilas Yitzchok | |||||||
| 2119 57Th Street | Brooklyn | NY | 11219 | none | 501 (c) 3 | to promote activities of organization | $100 |
| Cong Toldos Yakov Yosef | |||||||
| 3054 Bedford Ave | Brooklyn | NY | 11210 | none | 501 (c) 3 | to promote activities of organization | $360 |
| Cong Yetev Lev | |||||||
| Po Box 837 | Monsey | NY | 10952 | none | 501 (c) 3 | to promote activities of organization | $1,036 |
| Cong Zichron Meyer | |||||||
| 1442 53Rd St | Brooklyn | NY | 11219 | none | 501 (c) 3 | to promote activities of organization | $2,100 |
| Ichud Hatalmidim | |||||||
| 163 Rodney St | Brooklyn | NY | 11211 | none | 501 (c) 3 | to promote activities of organization | $450 |
| Imrei Shufer | |||||||
| 3054 Bedford Ave | Brooklyn | NY | 11210 | none | 501 (c) 3 | to promote activities of organization | $800 |
| Keren Ezer | |||||||
| 223 Penn St | Brooklyn | NY | 11211 | none | 501 (c) 3 | to promote activities of organization | $20 |
| Khal Beth David | |||||||
| 235 Penn Street | Brooklyn | NY | 11211 | none | 501 (c) 3 | to promote activities of organization | $2,600 |
| Khal Beth Yitzchok | |||||||
| 192 Keap St | Brooklyn | NY | 11211 | none | 501 (c) 3 | to promote activities of organization | $3,540 |
| Kolel Avreichem Of Uta | |||||||
| 125 Heyward St | Brooklyn | NY | 11206 | none | 501 (c) 3 | to promote activities of organization | $2,550 |
| Kolel Beth Avraham | |||||||
| 249 Marcy Ave | Brooklyn | NY | 11211 | none | 501 (c) 3 | to promote activities of organization | $9,200 |
| Kolel Beth Yechiel | |||||||
| Po Box 40313 | Brooklyn | NY | 11204 | none | 501 (c) 3 | to promote activities of organization | $3,000 |
| Kolel Shomre Hachomos | |||||||
| 18 Heyward Street | Brooklyn | NY | 11211 | none | 501 (c) 3 | to promote activities of organization | $475 |
| Kolel Tartikov | |||||||
| Po Box 40313 | Brooklyn | NY | 11204 | none | 501 (c) 3 | to promote activities of organization | $2,100 |
| Kolel Torah Vyirah | |||||||
| 82 Lee Ave | Brooklyn | NY | 11211 | none | 501 (c) 3 | to promote activities of organization | $61 |
| Kolel Torah Yireim | |||||||
| 14 Hooper Street | Brooklyn | NY | 11211 | none | 501 (c) 3 | to promote activities of organization | $10,000 |
| Machne Rav Tov Satmar | |||||||
| 543 Bedford Ave | Brooklyn | NY | 11211 | none | 501 (c) 3 | to promote activities of organization | $250 |
| Mesamche Lev | |||||||
| 51 Ross Street | Brooklyn | NY | 11211 | none | 501 (c) 3 | to promote activities of organization | $350 |
| Mosdos Shopron | |||||||
| 215 Hewes St | Brooklyn | NY | 11211 | none | 501 (c) 3 | to promote activities of organization | $5,000 |
| Oseh Chesed | |||||||
| 202 Keap St | Brooklyn | NY | 11211 | none | 501 (c) 3 | to promote activities of organization | $300 |
| Rav Chesed | |||||||
| 132 Heyward St | Brooklyn | NY | 11206 | none | 501 (c) 3 | to promote activities of organization | $50 |
| Rav Tov | |||||||
| 543 Bedford Ave | Brooklyn | NY | 11211 | none | 501 (c) 3 | to promote activities of organization | $50 |
| Talmud Torah Imrei Shefer | |||||||
| 100 South Central Annvat | Brooklyn | NY | 11211 | none | 501 (c) 3 | to promote activities of organization | $400 |
| Tashbar Talmud Torah | |||||||
| 805 E 3Rd St | Brooklyn | NY | 11218 | none | 501 (c) 3 | to promote activities of organization | $1,565 |
| Uta | |||||||
| 5301 14Th Avenue | Brooklyn | NY | 11219 | none | 501 (c) 3 | to promote activities of organization | $5,350 |
| Uts | |||||||
| 82 Lee Ave | Brooklyn | NY | 11211 | none | 501 (c) 3 | to promote activities of organization | $200 |
| various | |||||||
| 1 Street | Brooklyn | NY | 11211 | none | 501 (c) 3 | to promote activities of organization | $3,173 |
| Yeshiva Bnos Ahavas Yisroel | |||||||
| 6 Lee Ave | Brooklyn | NY | 11211 | none | 501 (c) 3 | to promote activities of organization | $300 |
| Yeshiva Farm Of Settlement | |||||||
| 194 Division Ave | Brooklyn | NY | 11211 | none | 501 (c) 3 | to promote activities of organization | $4,200 |
| Yeshiva Imrei Shufer | |||||||
| 3054 Bedford Ave | Brooklyn | NY | 11210 | none | 501 (c) 3 | to promote activities of organization | $600 |
| Yeshiva Of Nitra | |||||||
| 163 Rodney St | Brooklyn | NY | 11211 | none | 501 (c) 3 | to promote activities of organization | $86 |
| Yetev Lev | |||||||
| Po Box 506 | Brooklyn | NY | 11211 | none | 501 (c) 3 | to promote activities of organization | $20 |
| Yetev Lev | |||||||
| Po Box 506 | Brooklyn | NY | 11211 | none | 501 (c) 3 | to promote activities of organization | $900 |
| Zichron Kedoshim | |||||||
| 4712 12Th Ave | Brooklyn | NY | 11219 | none | 501 (c) 3 | to promote activities of organization | $300 |
| Zichron Meir Tzvi | |||||||
| 1415 59Th Street | Brooklyn | NY | 11219 | none | 501 (c) 3 | to promote activities of organization | $1,500 |
| via k1 from East Side 180 | |||||||
| 18 W 33Rd St 3Rd Flr | New York | NY | 10001 | none | 501 (c) 3 | to promote activities of organization | $1,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 96430 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 523000 | BusinessCode |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 523000 | BusinessCode |
| Unrelated Business Income | $11,222 | UnrelatedBusinessIncomeAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 531110 | BusinessCode |
| Unrelated Business Income | $39,425 | UnrelatedBusinessIncomeAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 523000 | BusinessCode |
| Unrelated Business Income | -$36,592 | UnrelatedBusinessIncomeAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $14,055 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 14055 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | ec trust | c/o DS 24 Jackson Ave | Spring Valley | NY | 10977 | 60000 | X |
| 2 | East side 180 llc | 18 West 33 St | ny | NY | 10001 | 35000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | accounting | Category |
| Amount | $4,000 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | 55730 | EOYBookValue |
| EOYFMV | 0 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue |
|---|---|---|
| investment in partnerships | 1890236 | 2292093 |
| life insurance policies | 318288 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| via k-1 from east side LLc | 36548 | 36548 | 36548 |
| via k-1 Berkshire Barnum Realty | 283 | 283 | 283 |
| via k-1 Keap Realty | 2594 | 2594 | 2594 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| office expenses | $23 | 0 | 0 | 0 |
| fees | $250 | 0 | 0 | 0 |