Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
DAVID S STEINER & SYLVIA STEINER CHARITABLE TRUST
 

Number and street (or P.O. box number if mail is not delivered to street address)75 EISENHOWER PARKWAY   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ROSELAND, NJ070681697
A Employer identification number

22-6423709
B Telephone number (see instructions)

(973) 228-5800
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$233,319J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule)..............  
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 2,052 2,052  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 43,076
b Gross sales price for all assets on line 6a 112,640
7 Capital gain net income (from Part IV, line 2)... 95,499
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 5 5  
12 Total. Add lines 1 through 11........ 45,133 97,556  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 1,824 912   912
b Accounting fees (attach schedule)....... Click to see attachment 5,000 2,500   2,500
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,321 208   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 3,963 3,397   566
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 12,108 7,017   3,978
25 Contributions, gifts, grants paid........ 390,435 390,435
26 Total expenses and disbursements. Add lines 24 and 25 402,543 7,017   394,413
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -357,410
b Net investment income (if negative, enter -0-) 90,539
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 60,731 46,793 46,793
2 Savings and temporary cash investments.......... 16,556 2,619 2,619
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 151,158 Click to see attachment81,594 181,147
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 731 Click to see attachment760 760
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment2,000 Click to see attachment2,000 Click to see attachment2,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 231,176 133,766 233,319
Liabilities 17 Accounts payable and accrued expenses..........   0
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons   260,000
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 260,000
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 2,349,266 2,349,266
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds -2,118,090 -2,475,500
30 Total net assets or fund balances (see instructions)...... 231,176 -126,234
31 Total liabilities and net assets/fund balances (see instructions).. 231,176 133,766
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 231,176
2 Enter amount from Part I, line 27a..................... 2 -357,410
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 -126,234
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 -126,234
Form 990-PF (2014)
Form 990-PF (2014)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a BERKSHIRE HATHAWAY D   2014-10-29
b INGREDON D   2014-05-22
c AGRIUM D   2014-05-22
d ONEX CORP P    
e CRIMSON WINE P    
BROOKFIELD CASH IN LIEU P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 42,127   3,772 38,355
b 13,232   2,164 11,068
c 27,094   3,492 23,602
d 28,829   7,088 21,741
e 943   535 408
415   90 325
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       38,355
b       11,068
c       23,602
d       21,741
e       408
      325
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 95,499
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 820,400 411,524 1.993565
2012 557,737 510,578 1.092364
2011 1,440,700 565,110 2.549415
2010 984,540 737,376 1.335194
2009 1,028,776 983,976 1.045530
2 Total of line 1, column (d) ...................... 2 8.016068
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 1.603214
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 283,924
5 Multiply line 4 by line 3....................... 5 455,191
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 905
7 Add lines 5 and 6......................... 7 456,096
8 Enter qualifying distributions from Part XII, line 4.............. 8 394,413
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 1,811
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,811
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,811
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 5,200
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,200
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,389
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet3,389 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNJ
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletDAVID STEINER Telephone no.bullet (973) 228-5800
    Located atbullet75 EISENHOWER PARKWAYROSELANDNJ ZIP+4bullet070681697
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
    Yes
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    DAVID S STEINER TRUSTEE
    2.00     		0 0 0
    C/O STEINER EQUITIES 75 EISENHOWER
    PKWY
    ROSELAND,NJ070681697
    SYLVIA STEINER TRUSTEE
    2.00     		0 0 0
    C/O STEINER EQUITIES 75 EISENHOWER
    PKWY
    ROSELAND,NJ070681697
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 NOT APPLICABLE 0
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    233,462
    b
    Average of monthly cash balances.......................
    1b
    52,786
    c
    Fair market value of all other assets (see instructions)................
    1c
    2,000
    d
    Total (add lines 1a, b, and c).........................
    1d
    288,248
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    288,248
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    4,324
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    283,924
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    14,196
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    14,196
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    1,811
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,811
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    12,385
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    12,385
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    12,385
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    394,413
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    394,413
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    394,413
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 12,385
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 984,077
    b From 2010....... 949,283
    c From 2011....... 1,423,130
    d From 2012....... 541,056
    e From 2013....... 810,050
    fTotal of lines 3a through e......... 4,707,596
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 394,413
    a Applied to 2013, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2014 distributable amount..... 12,385
    e Remaining amount distributed out of corpus 382,028
    5 Excess distributions carryover applied to 2014. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 5,089,624
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		984,077
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		4,105,547
    10 Analysis of line 9:
    a Excess from 2010.... 949,283
    b Excess from 2011.... 1,423,130
    c Excess from 2012.... 541,056
    d Excess from 2013.... 810,050
    e Excess from 2014.... 382,028
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    DAVID S STEINER
    SYLVIA STEINER
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    DAVID S STEINER
    75 EISENHOWER PARKWAY
    ROSELAND,NJ07068
    (973) 228-5800
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER CONTAINING STATEMENT OF PROGRAM, AMOUNT OF FUNDS REQUESTED AND A BRIEF DESCRIPTION OF ORGANIZATION.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION DOES NOT PLAN TO MAKE GRANTS TO INDIVIDUALS OR ORGANIZATIONS CONSIDERED TO BE PRIVATE NON-OPERATING FOUNDATIONS.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    92ND STREET Y
    1395 LEXINGTON AVENUE
    NEW YORK,NY10128     		NONE PC UNRESTRICTED 100
    ACAP
    301 S LIVINGSTON AVE 2ND FLR
    LIVINGSTON,NJ07039     		NONE PC UNRESTRICTED 100
    ACHILLES INTERNATIONAL
    42 WEST 38TH ST STE 400
    NEW YORK,NY10018     		NONE PC UNRESTRICTED 1,000
    ACTORS FUND OF AMERICA THE
    729 SEVENTH AVE 10TH FLR
    NEW YORK,NY10019     		NONE PC UNRESTRICTED 200
    ACTORS FUND THE
    232 MADISON AVE STE 1107
    NEW YORK,NY10016     		NONE PC UNRESTRICTED 50,000
    ADLER APHASIA CENTER
    60 WEST HUNTER AVENUE
    MAYWOOD,NJ07607     		NONE PC UNRESTRICTED 250
    ALS ASSOCIATION THE
    42 BROADWAY STE 1724
    NEW YORK,NY10004     		NONE PC UNRESTRICTED 100
    ALZHEIMER'S ASSOCIATION
    400 MORRIS AVE STE 251
    DENVILLE,NJ07834     		NONE PC UNRESTRICTED 50
    ALZHEIMER'S DRUG DISCOVERY FOUNDATION
    57 WEST 57TH STREET STE 904
    NEW YORK,NY10019     		NONE PC UNRESTRICTED 150
    AMERICA-ISRAEL CULTURAL FOUNDATION
    1140 BROADWAY STE 304
    NEW YORK,NY10001     		NONE PC UNRESTRICTED 100
    AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC ORC
    9911 WEST PICO BLVD STE 505
    LOS ANGELES,CA90035     		NONE PC UNRESTRICTED 3,000
    AMERICAN JEWISH COMMITTEE THE (AJC)
    225 MILLBURN AVE STE 305
    MILLBURN,NJ07041     		NONE PC UNRESTRICTED 1,000
    ATID SOCIETY THE
    110 SO ORANGE AVENUE
    LIVINGSTON,NJ07039     		NONE PC UNRESTRICTED 1,000
    AUSCHWITZ JEWISH CENTER
    400 WALNUT AVENUE
    BRONX,NY10454     		NONE PC UNRESTRICTED 1,000
    BARNABAS HEALTH HOSPICE
    95 OLD SHORT HILLS ROAD
    WEST ORANGE,NJ07052     		NONE PC UNRESTRICTED 100
    BARRINGTONE STAGE COMPANY
    30 UNION STREET
    PITTSFIELD,MA01201     		NONE PC UNRESTRICTED 1,500
    CARNEGIE HALL SOCIETY THE
    881 SEVENTH AVENUE
    NEW YORK,NY10019     		NONE PC UNRESTRICTED 2,000
    CARNEGIE MELLON UNIVERSITY SCHOOL OF DRAMA
    5000 FORBE AVENUE
    PITTSBURGH,PA15213     		NONE PC UNRESTRICTED 10,000
    CCFA (CROHN'S & COLITIS FOUNDATION OF AMERICA)
    45 WILSON AVENUE
    MANALAPAN,NJ07726     		NONE PC UNRESTRICTED 100
    CHABAD
    42 PARK AVENUE
    MADISON,NJ07940     		NONE PC UNRESTRICTED 1,000
    CHILD MIND INSTITUTE
    445 PARK AVENUE
    NEW YORK,NY10022     		NONE PC UNRESTRICTED 100
    CLINTON FOUNDATION
    610 PRES CLINTON AVENUE
    LITTLE ROCK,AR72201     		NONE PC UNRESTRICTED 100,000
    CMOMA
    578 WASHINGTON BLVD
    MARINA DEL REY,CA90292     		NONE PC UNRESTRICTED 150
    CONGREGATION AHAVAS SHOLOM
    145 BROADWAY
    NEWARK,NJ07104     		NONE PC UNRESTRICTED 100
    CONGREGATION B'NAI JESHURUN (CBJ)
    1025 SO ORANGE AVENUE
    SHORT HILLS,NJ07078     		NONE PC UNRESTRICTED 14,333
    CONGREGATION EMANU-EL
    ONE EAST 65TH STREET
    NEW YORK,NY10021     		NONE PC UNRESTRICTED 1,750
    CYCLE FOR UNITY
    2705 WACO COURT STE B
    BALTIMORE,MD21209     		NONE PC UNRESTRICTED 100
    CYCO
    51-02 21ST STREET 7TH FLOOR
    LONG ISLAND CITY,NY11101     		NONE PC UNRESTRICTED 100
    DEPT OF NJ JWV
    C/O LARRY ALTERSITZ -3601 CLUBHOUSE
    DRIVE
    WESTDEPTFORD,NJ08066     		NONE PC UNRESTRICTED 30
    DOROT FOUNDATION
    171 WEST 85TH STREET
    NEW YORK,NY10024     		NONE PC UNRESTRICTED 100
    EAST HAMPTON LIBRARY THE
    159 MAIN STREET
    EAST HAMPTON,NY11937     		NONE PC UNRESTRICTED 50
    ESRI
    NYU SCHOOL OF MEDICINE - ONE PARK
    AVENUE 17TH FLR
    NEW YORK,NY10016     		NONE PC UNRESTRICTED 1,000
    FOUNDATION FOR THE JHM IN AMSTERDAM THE
    44 SO BAYLES AVENUE
    PORT WASHINGTON,NY11050     		NONE PC UNRESTRICTED 100
    FRIARS CLUBSUNSHINE COMMITTEE
    57 EAST 55TH STREET
    NEW YORK,NY10002     		NONE PC UNRESTRICTED 100
    FRIARS FOUNDATION
    57 EAST 55TH STREET
    NEW YORK,NY10002     		NONE PC UNRESTRICTED 7,500
    FRIARS FOUNDATION WOUNDED WARRIORS PROGRAM
    57 EAST 55TH STREET
    NEW YORK,NY10022     		NONE PC UNRESTRICTED 100
    FRIENDS OF THE FORUM
    501 N CLINTON STE 903
    CHICAGO,IL60654     		NONE PC UNRESTRICTED 250
    FRIENDSHIP CIRCLE WALK
    10 MICROLAB ROAD
    LIVINGSTON,NJ07039     		NONE PC UNRESTRICTED 100
    FRIENDSHIP CIRCLE THE
    66 W MT PLEASANT AVE STE 205
    LIVINGSTON,NJ07039     		NONE PC UNRESTRICTED 1,000
    GOOD PEOPLE FUND THE
    384 WYOMING AVENUE
    MILLBURN,NJ07041     		NONE PC UNRESTRICTED 250
    HADASSAH
    50 WEST 58TH STREET
    NEW YORK,NY10019     		NONE PC UNRESTRICTED 1,250
    HEBREW FREE BURIAL ASSOCIATION
    224 WEST 35TH STREET RM 300
    NEW YORK,NY10117     		NONE PC UNRESTRICTED 100
    HIGHLAND PARK TEMPLE
    201 SOUTH THIRD AVENUE
    HIGHLAND PARK,NJ08904     		NONE PC UNRESTRICTED 100
    HILLEL INTERNATIONAL
    800 EIGHT STREET NW
    WASHINGTON,DC20001     		NONE PC UNRESTRICTED 350
    HILLEL JUC
    4607 FORBES AVENUE
    PITTSBURGH,PA15213     		NONE PC UNRESTRICTED 5,000
    INNER CIRCLE THE
    PO BOX 5372
    NEW YORK,NY10185     		NONE PC UNRESTRICTED 10,000
    IRISH REPERTORY THEATRE THE
    132 WEST 22ND STREET
    NEW YORK,NY10011     		NONE PC UNRESTRICTED 150
    ISRAEL PROGRAM CENTER
    PO BOX 929
    WHIPPANY,NJ07981     		NONE PC UNRESTRICTED 50
    JCC METROWEST - NJJFF
    760 NORTHFIELD AVENUE
    WEST ORANGE,NJ07052     		NONE PC UNRESTRICTED 275
    JESPY HOUSE
    102 PROSPECT STREET
    SOUTH ORANGE,NJ07079     		NONE PC UNRESTRICTED 200
    JEWISH BOOK COUNCIL
    520 8TH AVENUE 4TH FIR
    NEW YORK,NY10018     		NONE PC UNRESTRICTED 600
    JEWISH FAMILY SVC OF METRO WEST (JFS)
    256 COLUMBIA TURNPIKE STE 105
    FLORHAM PARK,NJ07932     		NONE PC UNRESTRICTED 10,100
    JEWISH FEDERATION OF GREATER MIDDLESEX COUNTY
    230 OLD BRIDGE TURNPIKE
    SOUTH RIVER,NJ08882     		NONE PC UNRESTRICTED 30
    JEWISH MUSEUM THE
    1109 FIFTH AVENUE
    NEW YORK,NY10130     		NONE PC UNRESTRICTED 100
    JEWISH NATIONAL FUND
    1951 NW 19TH STREET STE A100
    BOCA RATON,FL33431     		NONE PC UNRESTRICTED 500
    JEWISH VOCATIONAL SERVICE (JVS)
    111 PROSPECT STREET
    EAST ORANGE,NJ07017     		NONE PC UNRESTRICTED 380
    JSDS
    395 PLEASANT VALLEY WAY
    WEST ORANGE,NJ07052     		NONE PC UNRESTRICTED 150
    KESSLER FOUNDATION
    300 EXECUTIVE DRIVE STE 70
    WEST ORANGE,NJ07052     		NONE PC UNRESTRICTED 50
    LANTOS FOUNDATION
    6 DIXON AVENUE
    CONCORD,NH03301     		NONE PC UNRESTRICTED 100
    LINCOLN CENTER FOR THE PERFORMING ARTS
    70 LINCOLN CTR PLAZA
    NEW YORK,NY10023     		NONE PC UNRESTRICTED 5,000
    LLEWELLYN PARK PRESERVATION FOUNDATION INC THE
    28 OAK BEND
    WEST ORANGE,NJ07052     		NONE PC UNRESTRICTED 1,100
    LOWER EAST SIDE TENEMENT MUSEUM
    91 ORCHARD STREET
    NEW YORK,NY10002     		NONE PC UNRESTRICTED 350
    MADD
    PO BOX 758521
    TOPEKA,KS66675     		NONE PC UNRESTRICTED 25
    MAKE-A-WISH FOUNDATION OF NJ
    1034 SALEM ROAD
    UNION,NJ07083     		NONE PC UNRESTRICTED 250
    MANHATTAN THEATRE CLUB
    311 WEST 43RD STREET- 8TH FIR
    NEW YORK,NY10036     		NONE PC UNRESTRICTED 1,500
    MAYO CLINIC
    PO BOX 450
    ALBERT LEA,MN56007     		NONE PC UNRESTRICTED 300
    MEMORIAL SLOAN-KETTERING CANCER CTR
    PO BOX 5028
    HAGERSTOWN,MD21741     		NONE PC UNRESTRICTED 25
    METROPOLITAN MUSEUM OF ART THE
    1000 FIFTH AVENUE
    NEW YORK,NY10130     		NONE PC UNRESTRICTED 100
    MIDATLANTIC OPERA
    163 MADISON AVENUE
    MORRISTOWN,NJ07960     		NONE PC UNRESTRICTED 100
    MIDDLEBURY COLLEGE
    700 EXCHANGE STREET
    MIDDLEBURY,VT05753     		NONE PC UNRESTRICTED 100
    MONTCLAIR ART MUSEUM
    3 SO MOUNTAIN AVENUE
    MONTCLAIR,NJ07042     		NONE PC UNRESTRICTED 70
    MOUNT SINAL ADRC
    ONE GUSTAVE L LEVY PLACE
    NEW YORK,NY10029     		NONE PC UNRESTRICTED 50
    MUSEUM AT ELDRIDGE STREET
    12 ELDRIDGE STREET
    NEW YORK,NY10002     		NONE PC UNRESTRICTED 212
    MUSEUM OF ART & DESIGNS
    2 COLUMBUS CIRCLE
    NEW YORK,NY10102     		NONE PC UNRESTRICTED 75
    MUSEUM OF JEWISH HERITAGE
    36 BATTERY PLACE FIR 4
    NEW YORK,NY10280     		NONE PC UNRESTRICTED 150
    MUSEUM OF MODERN ART THE
    11 WEST 53RD STREET
    NEW YORK,NY10019     		NONE PC UNRESTRICTED 85
    NATIONAL YIDDISH BOOK CENTER
    1021 WEST STREET
    AMHERST,MA01002     		NONE PC UNRESTRICTED 85,500
    NATIONAL YIDDISH THEATER- FOLKSBIENE THE
    135 WEST 29TH STREET 504
    NEW YORK,NY10001     		NONE PC UNRESTRICTED 25,000
    NCJWESSEX (NATL COUNCIL OF JEWISH WOMEN)
    513 WEST MT PLEASANT AVENUE
    LIVINGSTON,NJ07039     		NONE PC UNRESTRICTED 500
    NEW JERSEY PERFORMING ARTS CENTER (NJPAC)
    ONE CENTER STREET
    NEWARK,NJ07102     		NONE PC UNRESTRICTED 4,075
    NEW JERSEY SYMPHONY ORCHESTRA (NJSO)
    60 PARK PLACE 9TH FLOOR
    NEWARK,NJ07102     		NONE PC UNRESTRICTED 100
    NEW YORK HISTORICAL SOCIETY
    170 CENTRAL PARK WEST
    NEW YORK,NY10024     		NONE PC UNRESTRICTED 75
    NEW YORK STAGE & FILM INC
    315 WEST 36TH ST STE 1006
    NEW YORK,NY10018     		NONE PC UNRESTRICTED 22,500
    NEWARK HISTORY SOCIETY
    31 SYNOTT PLACE
    NEWARK,NJ07106     		NONE PC UNRESTRICTED 25
    NEWARK MUSEUM THE
    49 WASHINGTON STREET
    NEWARK,NJ07102     		NONE PC UNRESTRICTED 1,100
    NORTHWESTERN UNIVERSITY- HILLEL
    629 FOSTER STREET
    EVANSTON,IL60201     		NONE PC UNRESTRICTED 500
    OPERATION RESPECT
    2 PENN PLAZA
    NEW YORK,NY10121     		NONE PC UNRESTRICTED 50
    OUTER CRITICS CIRCLE
    210 E 73RD STREET 8-G
    NEW YORK,NY10021     		NONE PC UNRESTRICTED 1,000
    PROJECT KESHER
    2144 ASHLAND AVE STE3
    EVANSTON,IL60201     		NONE PC UNRESTRICTED 100
    PROJECTART
    601 WEST 26TH ST
    NEW YORK,NY10001     		NONE PC UNRESTRICTED 100
    RACHEL COALITION THE
    256 COLUMBIA TURNPIKE STE 105
    FLORHAM PARK,NJ07932     		NONE PC UNRESTRICTED 500
    RUTGERS HILLEL
    93 COLLEGE AVENUE
    NEW BRUNSWICK,NJ08901     		NONE PC UNRESTRICTED 1,000
    SAN DIEGO HUMANE SOCIETY AND SPCA
    5500 GAINES STREET
    SAN DIEGO,CA92110     		NONE PC UNRESTRICTED 100
    SHALVA
    315 5TH AVENUE
    NEW YORK,NY10016     		NONE PC UNRESTRICTED 100
    SISTER ROSE THERING FUND
    400 SO ORANGE AVENUE
    SOUTH ORANGE,NJ07079     		NONE PC UNRESTRICTED 100
    SOLOMON R GUGGENHEIM FOUNDATION
    1071 5TH AVENUE
    NEW YORK,NY10128     		NONE PC UNRESTRICTED 75
    ST BARNABAS MEDICAL CTR
    95 OLD SHORT HILLS ROAD
    WEST ORANGE,NJ07052     		NONE PC UNRESTRICTED 100
    STATUE OF LIBERTY-ELLIS ISLAND FOUNDATION
    PO BOX 5202
    NEW YORK,NY10275     		NONE PC UNRESTRICTED 50
    THEATRE COMMUNICATIONS GROUP
    520 8TH AVENUE
    NEW YORK,NY10018     		NONE PC UNRESTRICTED 250
    THEATRE DEVELOPMENT FUND (TDF)
    520 8TH AVENUE
    NEW YORK,NY10018     		NONE PC UNRESTRICTED 100
    TUFTS - ELP PROGRAM
    80 GEORGE STREET STE 330
    MEDFORD,MA02155     		NONE PC UNRESTRICTED 2,500
    UNITED STATES HOLOCAUST MEMORIAL MUSEUM
    PO BOX 90988
    WASHINGTON,DC20090     		NONE PC UNRESTRICTED 100
    UNIVERSITY OF VERMONT
    411 MAIN STREET
    BURLINGTON,VT05401     		NONE PC UNRESTRICTED 5,000
    WEEQUAHIC 63 ASSOCIATION
    215 NORMANDY ROAD
    EDISON,NJ08820     		NONE PC UNRESTRICTED 35
    WEST ORANGE PAL
    216 MAIN STREET
    WEST ORANGE,NJ07052     		NONE PC UNRESTRICTED 25
    WEST ORANGE PBA LOCAL# 25
    623 EAGLE ROCK AVENUE
    WEST ORANGE,NJ07052     		NONE PC UNRESTRICTED 50
    WEST ORANGE SCHOLARSHIP FUND
    15 KOEWING PLACE
    WEST ORANGE,NJ07052     		NONE PC UNRESTRICTED 150
    WHITNEY MUSEUM OF AMERICAN ART
    945 MADISON AVENUE
    NEW YORK,NY10031     		NONE PC UNRESTRICTED 85
    WHSAA
    PO BOX494
    NEWARK,NJ07101     		NONE PC UNRESTRICTED 500
    WILLIAMSTOWN THEATRE FESTIVAL
    PO BOX 517
    WILLIAMSTWON,MA01267     		NONE PC UNRESTRICTED 50
    Total .................................bullet 3a 390,435
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 2,052  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....     14 5  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 43,076  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 45,133 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    1345,133
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    DAVID S STEINER & SYLVIA STEINER CHARITABLE TRUST
    EIN: 22-6423709
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 5,000 2,500   2,500

    TY 2014 GeneralExplanationAttachment
    Name:
    DAVID S STEINER & SYLVIA STEINER CHARITABLE TRUST
    EIN: 22-6423709
    Identifier Return Reference Explanation
      FORM 990-PF, PART VII-B, LINE 1A(2): A SUBSTANTIAL CONTRIBUTOR OF THE FOUNDATION GAVE A SHORT-TERM NON-INTEREST BEARING LOAN OF $260,000 TO THE FOUNDATION. THIS LOAN MEETS THE DEFINITION OF SELF-DEALING, AND AS SUCH BUT 1(A)(1) OF PART VII-B HAS BEEN CHECKED YES. HOWEVER, BECAUSE THE LOAN IS WITHOUT INTEREST, IT MEETS THE EXCEPTION FOR FORM 4720 AND THEREFORE, FORM 4720 HAS NOT BEEN PREPARED.

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    DAVID S STEINER & SYLVIA STEINER CHARITABLE TRUST
    EIN: 22-6423709
    Name of Stock End of Year Book Value End of Year Fair Market Value
    900 SHS ONEX CORP SUB VTG 12,755 52,426
    400 SHS BROOKFIELD ASSET MGMT INC 1,946 20,052
    0 SHS INGREDION INC COM 0 0
    200 SHS PEPSICO 11,906 18,912
    155 SHS ARGIUM INC COM 16,549 14,682
    500 SHS BERKSHIRE HATHAWAY 38,438 75,075
    22 SHS BROOKFIELD PPTY PARTNERS 0 0
    0 SHS CRIMSON WINE GROUP 0 0

    TY 2014 InvestmentsOtherSchedule2
    Name:
    DAVID S STEINER & SYLVIA STEINER CHARITABLE TRUST
    EIN: 22-6423709
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    STATE OF ISRAEL BOND AT COST 760 760

    TY 2014 LegalFeesSchedule
    Name:
    DAVID S STEINER & SYLVIA STEINER CHARITABLE TRUST
    EIN: 22-6423709
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 1,824 912   912


    TY 2014 OtherAssetsSchedule
    Name:
    DAVID S STEINER & SYLVIA STEINER CHARITABLE TRUST
    EIN: 22-6423709
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    CABBIE PRODUCTIONS LLC 2,000 2,000 2,000


    TY 2014 OtherExpensesSchedule
    Name:
    DAVID S STEINER & SYLVIA STEINER CHARITABLE TRUST
    EIN: 22-6423709
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 3,397 3,397   0
    BANK FEES 281 0   281
    MISCELLANEOUS 285 0   285


    TY 2014 OtherIncomeSchedule2
    Name:
    DAVID S STEINER & SYLVIA STEINER CHARITABLE TRUST
    EIN: 22-6423709
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP DISTRIBUTION 5 5 5


    TY 2014 SubstantialContributorsSch
    Name:
    DAVID S STEINER & SYLVIA STEINER CHARITABLE TRUST
    EIN: 22-6423709
    Name Address
    SYLVIA STEINER 1999 TRUST 75 EISENHOWER PARKWAY
    ROSELAND,NJ07068


    TY 2014 TaxesSchedule
    Name:
    DAVID S STEINER & SYLVIA STEINER CHARITABLE TRUST
    EIN: 22-6423709
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX WITHHELD 208 208   0
    TAXES 1,113 0   0