Form990-PF

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
B&M Steinmetz Foundation
 

Number and street (or P.O. box number if mail is not delivered to street address)c/o David Soifer cpa 24 Jackson Ave   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Spring Valley, NY10977
A Employer identification number

23-7048163
B Telephone number (see instructions)

(212) 563-5733
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$21,231,142J 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 398,734 398,734 398,734
4 Dividends and interest from securities...... 107,283 107,283 107,283
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 573,935
b Gross sales price for all assets on line 6a 3,397,677
7 Capital gain net income (from Part IV, line 2)... 19,557
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 44,506 44,506 44,506
12 Total. Add lines 1 through 11........ 1,124,458 570,080 550,523
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 14,100 0 0 0
c Other professional fees (attach schedule).... Click to see attachment 12,807 0 0 0
17 Interest............... 276 0 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 229 0 0 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 1,182 0 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 28,594 0 0 0
25 Contributions, gifts, grants paid........ 587,975 587,975
26 Total expenses and disbursements. Add lines 24 and 25 616,569 0 0 587,975
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 507,889
b Net investment income (if negative, enter -0-) 570,080
c Adjusted net income (if negative, enter -0-)... 550,523
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............... 23,058 68,313 68,313
2 Savings and temporary cash investments.......... 239,775 901,606 901,606
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) bullet9,536,000
Less: allowance for doubtful accounts bullet0 6,654,000 9,536,000 9,536,000
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)........      
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet661,350
Less: accumulated depreciation (attach schedule) bullet   661,350 661,350 661,350
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 13,136,406 Click to see attachment10,063,873 10,063,873
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 20,714,589 21,231,142 21,231,142
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
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......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 20,714,589 21,231,142
30 Total net assets or fund balances (see instructions)...... 20,714,589 21,231,142
31 Total liabilities and net assets/fund balances (see instructions).. 20,714,589 21,231,142
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 20,714,589
2 Enter amount from Part I, line 27a..................... 2 507,889
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 8,664
4 Add lines 1, 2, and 3.......................... 4 21,231,142
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 21,231,142
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 Capital Gains Dividends P    
b
c
d
e
(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 19,557     19,557
b
c
d
e
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       19,557
b
c
d
e
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 19,557
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 0
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 631,931 20,396,997 0.030982
2012 323,541 19,434,554 0.016648
2011 1,866,026 18,756,068 0.099489
2010 1,932,345 20,786,794 0.092960
2009 490,456 27,648,528 0.017739
2 Total of line 1, column (d) ...................... 2 0.257818
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 0.051564
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 19,026,158
5 Multiply line 4 by line 3....................... 5 981,065
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 5,701
7 Add lines 5 and 6......................... 7 986,766
8 Enter qualifying distributions from Part XII, line 4.............. 8 587,975
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 11,402
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 11,402
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 11,402
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 22,297
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 22,297
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 10,895
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet10,895 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
     
    No
    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)
    bulletNY
    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 ofbulletMr Bernat Steinmetz Telephone no.bullet (212) 563-5733
    Located atbullet18 West 33 StNew yorkNY ZIP+4bullet10001
    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
     
     
    .........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
    BERNAT STEINMETZ PRESIDENT
    0.00     		0 0 0
    1675 48 Street
    Brooklyn,NY11219
    MICHAEL STEINMETZ VICE PRESIDENT
    0.00     		0 0 0
    900 EAST 19TH STREET
    BROOKlyn,NY11230
    FAY WEINGARTEN VICE PRESIDENT
    0.00     		0 0 0
    1570 46TH STREET
    Brooklyn,NY11219
    ABRAHAM WEINGARTEN TREASURER
    0.00     		0 0 0
    1570 46TH STREET
    Brooklyn,NY11219
    HELEN BRECHER SECRETARY
    0.00     		0 0 0
    14 MAPLE LEAF ROAD
    MONSEY,NY10952
    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
     
    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
    2,767,937
    b
    Average of monthly cash balances.......................
    1b
    -464,119
    c
    Fair market value of all other assets (see instructions)................
    1c
    17,012,078
    d
    Total (add lines 1a, b, and c).........................
    1d
    19,315,896
    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
    19,315,896
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    289,738
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    19,026,158
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    951,308
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    951,308
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    11,402
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    11,402
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    939,906
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    939,906
    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
    939,906
    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
    587,975
    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
    587,975
    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
    587,975
    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 7 939,906
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 365,987
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012.......  
    e From 2013.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 587,975
    a Applied to 2013, but not more than line 2a 365,987
    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..... 221,988
    e Remaining amount distributed out of corpus 0
    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 0
    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 ..........     		717,918
    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) ...     		0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014....  
    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).)
    BERNAT STEINMETZ
    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:
    Mr Bernat Steinmetz
    18 west 33rd St
    Brooklyn,NY10005
    (212) 563-5733
    bThe form in which applications should be submitted and information and materials they should include:
    no special requirements
    cAny submission deadlines:
    none
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Religious organizations or letter of a recommendation from a religious orgiz
    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
    AFO Yeshiva Amala Shel Torah
    394 E 5th St
    BROOKLYN,NY11218     		none 501 (c) 3 to promote activities of organization 250
    Adas Yeraim
    27 Lee Ave
    BROOKLYN,NY11211     		none 501 (c) 3 to promote activities of organization 3,000
    Ahavas Chesed
    166 Hewes St
    BROOKLYN,NY11211     		none 501 (c) 3 to promote activities of organization 2,000
    Ahavas Chesed
    166 Hewes St
    BROOKLYN,NY11211     		none 501 (c) 3 to promote activities of organization 500
    Amidei Zion Of Bobov
    1533 48th st
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 900
    Bais Yakov
    1975 51st st
    Brooklyn,NY11204     		none 501 (c) 3 to promote activities of organization 2,000
    Bnei Zion
    4206 15TH AVE 10
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 13,000
    Bnei Zion
    4206 15TH AVE 10
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 3,500
    Bnos Beltz
    600 McDonald Ave
    BROOKLYN,NY11218     		none 501 (c) 3 to promote activities of organization 750
    Bobover Yeshiva Bnei Zion
    4206 15TH AVE 10
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 25,000
    Bobover Yeshiva Bnei Zion
    4206 15TH AVE 10
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 500
    Bonei Olam
    4205 17TH AVE APT 1
    BROOKLYN,NY11204     		none 501 (c) 3 to promote activities of organization 360
    Camp Rav Tov
    543 BEDFORD AVE
    BROOKLYN,NY11211     		none 501 (c) 3 to promote activities of organization 10,000
    Camp Zichron Zvi Dovid
    1569 45th st
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 1,000
    Cheishek Shlomo
    1569 45th st
    BROOKLYN,NY11204     		none 501 (c) 3 to promote activities of organization 400
    Comng Elef Hamugemn
    199 Lee Ave
    BROOKLYN,NY11211     		none 501 (c) 3 to promote activities of organization 25,000
    Cong Bais Chaim Yashua
    1270 52nd St
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 250
    Cong Beth Joseph
    1324 50th St
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 10,000
    Cong Direi Shmiel
    2 Phyliss Trerr
    Monsey,NY10952     		none 501 (c) 3 to promote activities of organization 250
    Cong Kesser Torah
    3054 Bedford Ave
    BROOKLYN,NY11210     		none 501 (c) 3 to promote activities of organization 25,000
    Cong Kesser Torah
    3054 Bedford Ave
    BROOKLYN,NY11210     		none 501 (c) 3 to promote activities of organization 5,000
    Cong Khal Tarnipol
    748 Ocean Parkway
    BROOKLYN,NY11210     		none 501 (c) 3 to promote activities of organization 500
    Cong Kinyan Torah
    4 Fillmore Ct
    Monroe,NY10950     		none 501 (c) 3 to promote activities of organization 3,000
    Cong Kinyan Torah
    4 Fillmore Ct
    Monroe,NY10950     		none 501 (c) 3 to promote activities of organization 3,000
    Cong Miskan Yecheskal
    1575 50th St
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 1,000
    Cong Miskan Yecheskal
    1575 50th St
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 500
    Cong Miskan Yecheskal
    1575 50th St
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 500
    Cong Miskan Yecheskal
    1575 50th St
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 500
    Cong Miskan Yecheskal
    1575 50th St
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 500
    Cong Mosdos Shopron
    215 Hewes St
    BROOKLYN,NY11211     		none 501 (c) 3 to promote activities of organization 10,000
    Cong Muzoin Vizeidah
    694 Myrtle Ave
    BROOKLYN,NY11205     		none 501 (c) 3 to promote activities of organization 3,000
    Cong Nachlas Moshe
    174 Broadway
    BROOKLYN,NY11211     		none 501 (c) 3 to promote activities of organization 5,500
    Cong Ner Baruch
    2007 E 14Th St
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 750
    Cong Ner Baruch
    2007 E 14Th St
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 750
    Cong Ner Baruch
    2007 E 14Th St
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 500
    Cong Ner Baruch
    2007 E 14Th St
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 500
    Cong Ner Baruch
    2007 E 14Th St
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 500
    Cong Ner Baruch
    2007 E 14Th St
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 500
    Cong Ner Baruch
    2007 E 14Th St
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 500
    Cong Ner Baruch
    2007 E 14Th St
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 500
    Cong Ner Baruch
    2007 E 14Th St
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 500
    Cong Ner Baruch
    2007 E 14Th St
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 500
    Cong Ner Baruch
    2007 E 14Th St
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 500
    Cong Ner Baruch
    2007 E 14Th St
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 500
    Cong Ner Baruch
    2007 E 14Th St
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 500
    Cong Ner Baruch
    2007 E 14Th St
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 500
    Cong Ner Baruch
    2007 E 14Th St
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 500
    Cong Ner Baruch
    2007 E 14Th St
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 400
    Cong Ner Baruch
    2007 E 14Th St
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 250
    Cong Ner Baruch
    2007 E 14Th St
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 250
    Cong Of Lanzut
    342 Marcy Ave
    BROOKLYN,NY11211     		none 501 (c) 3 to promote activities of organization 2,000
    Cong Ohr Yisruel
    975 Cross St
    Lakewood,NJ08701     		none 501 (c) 3 to promote activities of organization 1,500
    Cong Sharei Zion Dbobov
    3302 AVENUE M
    BROOKLYN,NY11210     		none 501 (c) 3 to promote activities of organization 500
    Cong Tehilas Yitzchok
    2119 57th Street
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 2,500
    Cong Beth Pinchas
    303 Hewes St
    BROOKLYN,NY11211     		none 501 (c) 3 to promote activities of organization 18,000
    Cong Chasdei Avos
    6 KARLIN BLVD 301
    MONROE,NY10950     		none 501 (c) 3 to promote activities of organization 25,000
    Cong Chasdei Avos
    6 KARLIN BLVD 301
    MONROE,NY10950     		none 501 (c) 3 to promote activities of organization 350
    Cong Chasidei Gur
    1409 Ocean Pkwy
    BROOKLYN,NY11230     		none 501 (c) 3 to promote activities of organization 300
    Cong Elef Hahugain
    199 Lee Ave
    BROOKLYN,NY11211     		none 501 (c) 3 to promote activities of organization 25,000
    Cong Lanzut
    342 Marcy Ave
    BROOKLYN,NY11211     		none 501 (c) 3 to promote activities of organization 5,000
    Cong Mosdos Slonim
    1163 55TH ST
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 100,000
    Cong Ohr Yitzchock
    174 Maple Ave
    Monsey,NY10952     		none 501 (c) 3 to promote activities of organization 500
    Cong Rachmistrivka
    1325 38th St
    BROOKLYN,NY11218     		none 501 (c) 3 to promote activities of organization 25,000
    Daas Maysharim Institution
    4612 12th ave
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 12,500
    Daas Maysharim Institution
    4612 12th ave
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 12,000
    Daas Maysharim Institution
    4612 12th ave
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 300
    Darkei Chaim
    1270 52nd St
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 500
    Elef Hamgien
    199 Lee Ave
    BROOKLYN,NY11211     		none 501 (c) 3 to promote activities of organization 10,000
    Gemach Zichron Shmuel Zanvil
    199 Lee Ave
    Brooklyn,NY11211     		none 501 (c) 3 to promote activities of organization 1,000
    Heichel Yitzchok
    1409 60th St
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 500
    Khal Bais Yitzchok
    1335 48TH ST
    Brooklyn,NY11211     		none 501 (c) 3 to promote activities of organization 360
    Khal Beith Yitzchok
    1335 48TH ST
    Brooklyn,NY11211     		none 501 (c) 3 to promote activities of organization 1,000
    Khal Beith Yitzchok
    1335 48TH ST
    Brooklyn,NY11211     		none 501 (c) 3 to promote activities of organization 1,000
    Khal Sharei Zion
    3302 AVENUE M
    BROOKLYN,NY11210     		none 501 (c) 3 to promote activities of organization 500
    Kolle Sanz
    1349 50th St
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 500
    Kollel Avreichem
    7 Roosevelt Ave
    Spring Valley,NY10977     		none 501 (c) 3 to promote activities of organization 360
    Kollel Zichron Chaim
    1533 48th st brooklyn 11219
    Brooklyn,NY11204     		none 501 (c) 3 to promote activities of organization 500
    Kollel Zichron Chaim
    1533 48th st brooklyn 11219
    Brooklyn,NY11204     		none 501 (c) 3 to promote activities of organization 500
    Kollel Zichron Chaim
    1533 48th st brooklyn 11219
    Brooklyn,NY11204     		none 501 (c) 3 to promote activities of organization 500
    Kollel Zichron Chaim
    1533 48th st brooklyn 11219
    Brooklyn,NY11204     		none 501 (c) 3 to promote activities of organization 500
    Kollel Zichron Chaim
    1533 48th st brooklyn 11219
    Brooklyn,NY11204     		none 501 (c) 3 to promote activities of organization 500
    Kollel Zichron Chaim
    1533 48th st brooklyn 11219
    Brooklyn,NY11204     		none 501 (c) 3 to promote activities of organization 500
    Kupas Ezra
    240 52ND ST
    Brooklyn,NY11211     		none 501 (c) 3 to promote activities of organization 3,000
    Kupas Ezra
    240 52ND ST
    Brooklyn,NY11211     		none 501 (c) 3 to promote activities of organization 2,000
    Kupas Ezra
    240 52ND ST
    Brooklyn,NY11211     		none 501 (c) 3 to promote activities of organization 1,000
    Kupas Ezra
    240 52ND ST
    Brooklyn,NY11211     		none 501 (c) 3 to promote activities of organization 1,000
    Kupas Ezra
    240 52ND ST
    Brooklyn,NY11211     		none 501 (c) 3 to promote activities of organization 500
    Kupas Ezra
    240 52ND ST
    Brooklyn,NY11211     		none 501 (c) 3 to promote activities of organization 500
    Lev Shlomo
    132 Nassau St
    New York,NY10038     		none 501 (c) 3 to promote activities of organization 2,000
    Lomdei Torah
    1642 45TH ST
    Brooklyn,NY11204     		none 501 (c) 3 to promote activities of organization 360
    via LSM Mgmt
    1675 48th St
    Brooklyn,NY11204     		none 501 (c) 3 to promote activities of organization 1,248
    Machne Gila
    1525 47th ST
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 1,400
    Meor Hatorah
    263 Pennington Ave
    Passaic,NJ07055     		none 501 (c) 3 to promote activities of organization 15,000
    Mesilas Bais Yaakov
    1901 8th Ave
    Brooklyn,NY11215     		none 501 (c) 3 to promote activities of organization 3,000
    Mesores Beth Jacob
    1395 Ocean Ave
    BROOKLYN,NY11230     		none 501 (c) 3 to promote activities of organization 2,500
    Mesores Beth Jacob
    1395 Ocean Ave
    BROOKLYN,NY11230     		none 501 (c) 3 to promote activities of organization 1,800
    Mikva USA
    1451 52nd St
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 250
    Mosdos Square
    10 Jefferson Ave
    Spring Valley,NY10977     		none 501 (c) 3 to promote activities of organization 10,000
    OJE Fund
    1303 53rdSt
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 5,000
    Pesha Elias Bikur Cholim
    1421 52nd st brooklyn 11219
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 500
    Pesha Elias Bikur Cholim
    1421 52nd st brooklyn 11219
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 500
    Pesha Elias Bikur Cholim
    1421 52nd st brooklyn 11219
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 500
    Pesha Elias Bikur Cholim
    1421 52nd st brooklyn 11219
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 500
    Pesha Elias Bikur Cholim
    1421 52nd st brooklyn 11219
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 500
    Pesha Elias Bikur Cholim
    1421 52nd st brooklyn 11219
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 500
    Pesha Elias Bikur Cholim
    1421 52nd st brooklyn 11219
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 500
    Pesha Elias Bikur Cholim
    1421 52nd st brooklyn 11219
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 500
    Pesha Elias Bikur Cholim
    1421 52nd st brooklyn 11219
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 500
    Pesha Elias Bikur Cholim
    1421 52nd st brooklyn 11219
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 500
    Supporters Of Torah
    463 East 9th St
    BROOKLYN,NY11218     		none 501 (c) 3 to promote activities of organization 2,400
    Talmud Torah Ohel Yochanon
    1325 38th St
    BROOKLYN,NY11218     		none 501 (c) 3 to promote activities of organization 25,000
    Talmud Torah Ohel Yochanon
    1325 38th St
    BROOKLYN,NY11218     		none 501 (c) 3 to promote activities of organization 25,000
    Talmud Torah Ohr Moshe
    1774 58th ST
    BROOKLYN,NY11204     		none 501 (c) 3 to promote activities of organization 1,000
    Talmud Torah Ohr Moshe
    1774 58th ST
    BROOKLYN,NY11204     		none 501 (c) 3 to promote activities of organization 500
    The Cheder
    585 MONTGOMERY ST
    BROOKLYN,NY11225     		none 501 (c) 3 to promote activities of organization 5,000
    Toldos Aharon
    POB 520
    Monsey,NY10952     		none 501 (c) 3 to promote activities of organization 10,000
    via Town Mgmt
    POB 040-313
    BROOKLYN,NY11204     		none 501 (c) 3 to promote activities of organization 588
    Uta
    5301 14TH AVENUE
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 5,000
    Uta
    5301 14TH AVENUE
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 4,000
    Yagdil Torah
    5110 18TH AVE
    Brooklyn,NY11219     		none 501 (c) 3 to promote activities of organization 1,800
    Yeshiva Karlin Stolin
    1818 54th St
    BROOKLYN,NY11204     		none 501 (c) 3 to promote activities of organization 300
    Yeshiva Karlin Stolin
    1818 54th St
    BROOKLYN,NY11204     		none 501 (c) 3 to promote activities of organization 300
    Yeshiva Karlin Stolin
    1818 54th St
    BROOKLYN,NY11204     		none 501 (c) 3 to promote activities of organization 300
    Yeshiva Beth Hillel
    1371 42nd St
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 10,000
    Yeshiva Birkas Moshe
    5112 17th Ave
    BROOKLYN,NY11204     		none 501 (c) 3 to promote activities of organization 3,000
    Yeshiva Birkas Moshe
    5112 17th Ave
    BROOKLYN,NY11204     		none 501 (c) 3 to promote activities of organization 1,000
    Yeshiva Darchei Chaim
    1270 52nd St
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 1,000
    Yeshiva Darchei Chaim
    1270 52nd St
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 1,000
    Yeshiva Darchei Chaim
    1270 52nd St
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 360
    Yeshiva Farm Settlement
    194 Division Ave
    BROOKLYN,NY11211     		none 501 (c) 3 to promote activities of organization 360
    Yeshiva gedolah Ohr Yisroel
    1265 e 108th st brooklyn 11236
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 500
    Yeshiva Imrei Joseph
    5801 15th Ave
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 500
    Zichron Shlomo
    7914 21ST AVE
    BROOKLYN,NY11214     		none 501 (c) 3 to promote activities of organization 5,000
    various
    1 Street
    BROOKLYN,NY11219     		none 501 (c) 3 to promote activities of organization 13,779
    Total .................................bullet 3a 587,975
    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 ............     		523000 398,734      
    4 Dividends and interest from securities.... 523000 107,260     23
    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..... 531110 44,506      
    8
    Gain or (loss) from sales of assets other than inventory .............     		523000 19,557     554,378
    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).. 570,057 0 554,401
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,124,458
    (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.)
    3 Donations to Tax exempt organizations
    4 Donations to Tax exempt organizations
    7 donations to Tax exempt organizations
    8 Donations to Tax exempt organizations
    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:
    B&M Steinmetz Foundation
    EIN: 23-7048163
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    proffesional 14,100 0 0 0

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2014 GainLossSaleOtherAssetsSch
    Name:
    B&M Steinmetz Foundation
    EIN: 23-7048163
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    OCCIDENTAL PETROLEUM CORP 2014-07 Purchased 2015-05   388 485   0 -97  
    OCCIDENTAL PETROLEUM CORP 2014-06 Purchased 2015-05   1,552 1,971   0 -419  
    VALERO ENERGY CORP 2014-10 Purchased 2015-05   2,204 1,749   0 455  
    MOBILEYE NV 2015-02 Purchased 2015-04   46 37   0 9  
    MOBILEYE NV 2015-01 Purchased 2015-04   1,391 1,169   0 222  
    FIDELITY NATIONAL INFORMATION 2014-10 Purchased 2015-04   1,607 1,339   0 268  
    FIDELITY NATIONAL INFORMATION 2014-10 Purchased 2015-04   643 540   0 103  
    PARTNERRE LTD 2014-06 Purchased 2015-04   1,296 1,077   0 219  
    CHUBB CORP 2014-10 Purchased 2015-04   505 468   0 37  
    BOOZ ALLEN HAMILTON HOLDING 2014-05 Purchased 2015-04   930 801   0 129  
    LINEAR TECHNOLOGY CORP 2015-01 Purchased 2015-03   704 680   0 24  
    LINEAR TECHNOLOGY CORP 2015-01 Purchased 2015-03   563 543   0 20  
    VF CORP 2014-12 Purchased 2015-03   603 602   0 1  
    PHILIP MORRIS INTERNATIONAL 2014-10 Purchased 2015-03   380 421   0 -41  
    SLM CORP 2014-05 Purchased 2015-03   1,183 1,138   0 45  
    SLM CORP 2014-04 Purchased 2015-03   865 885   0 -20  
    LINEAR TECHNOLOGY CORP 2015-01 Purchased 2015-03   519 497   0 22  
    VF CORP 2014-12 Purchased 2015-03   748 752   0 -4  
    VF CORP 2014-12 Purchased 2015-03   1,048 1,053   0 -5  
    BOOZ ALLEN HAMILTON HOLDING 2014-05 Purchased 2015-03   505 413   0 92  
    NETSUITE INC 2014-05 Purchased 2015-03   669 514   0 155  
    LINEAR TECHNOLOGY CORP 2015-01 Purchased 2015-03   797 769   0 28  
    NETSUITE INC 2014-05 Purchased 2015-03   577 440   0 137  
    EOG RESOURCES INC 2014-07 Purchased 2015-03   432 568   0 -136  
    EOG RESOURCES INC 2014-06 Purchased 2015-03   432 574   0 -142  
    EOG RESOURCES INC 2014-06 Purchased 2015-03   173 230   0 -57  
    DTE ENERGY COMPANY 2014-08 Purchased 2015-02   821 756   0 65  
    JPMORGAN CHASE & CO 2014-07 Purchased 2015-02   896 882   0 14  
    DTE ENERGY COMPANY 2014-02 Purchased 2015-02   1,723 1,512   0 211  
    ASSURANT INC 2014-03 Purchased 2015-02   621 687   0 -66  
    DOW CHEMICAL CO/THE 2014-10 Purchased 2015-01   441 459   0 -18  
    DOW CHEMICAL CO/THE 2014-05 Purchased 2015-01   881 981   0 -100  
    DOW CHEMICAL CO/THE 2014-04 Purchased 2015-01   881 973   0 -92  
    DOW CHEMICAL CO/THE 2014-02 Purchased 2015-01   881 940   0 -59  
    MICROSOFT CORP 2014-04 Purchased 2015-01   335 323   0 12  
    MEDTRONIC INC 2015-01 Purchased 2015-01   1,500 1,502   0 -2  
    MEDTRONIC INC 2014-12 Purchased 2015-01   1,050 1,048   0 2  
    NXP SEMICONDUCTORS NV 2014-07 Purchased 2015-01   2,318 1,849   0 469  
    AMERICAN EXPRESS CO 2014-06 Purchased 2015-01   1,371 1,435   0 -64  
    AMERICAN EXPRESS CO 2014-05 Purchased 2015-01   1,371 1,306   0 65  
    VERIZON COMMUNICATIONS INC 2014-02 Purchased 2015-01   46 48   0 -2  
    DOVER CORP 2014-11 Purchased 2014-12   611 745   0 -134  
    DOVER CORP 2014-11 Purchased 2014-12   407 486   0 -79  
    DOVER CORP 2014-10 Purchased 2014-12   678 801   0 -123  
    DOVER CORP 2014-06 Purchased 2014-12   1,357 1,774   0 -417  
    DOVER CORP 2014-04 Purchased 2014-12   2,035 2,593   0 -558  
    CALIFORNIA RESOURCES CORP 2014-07 Purchased 2014-12   13 20   0 -7  
    CALIFORNIA RESOURCES CORP 2014-06 Purchased 2014-12   53 83   0 -30  
    DTE ENERGY COMPANY 2014-02 Purchased 2014-12   490 404   0 86  
    LINCOLN NATIONAL CORP 2014-01 Purchased 2014-12   1,401 1,200   0 201  
    MURPHY OIL CORP 2014-07 Purchased 2014-12   484 680   0 -196  
    ASSURANT INC 2014-02 Purchased 2014-11   408 387   0 21  
    OFFICE DEPOT INC 2014-02 Purchased 2014-11   491 354   0 137  
    ASSURANT INC 2013-12 Purchased 2014-11   884 848   0 36  
    ASSURANT INC 2013-12 Purchased 2014-11   473 457   0 16  
    ASSURANT INC 2013-12 Purchased 2014-11   68 65   0 3  
    EOG RESOURCES INC 2014-06 Purchased 2014-10   468 574   0 -106  
    EOG RESOURCES INC 2014-06 Purchased 2014-10   1,683 1,985   0 -302  
    TWENTY-FIRST CENTURY FOX-A 2014-08 Purchased 2014-10   653 715   0 -62  
    HALLIBURTON CO 2014-06 Purchased 2014-10   1,059 1,338   0 -279  
    TWENTY-FIRST CENTURY FOX-A 2014-03 Purchased 2014-10   2,287 2,378   0 -91  
    LINEAR TECHNOLOGY CORP 2014-05 Purchased 2014-10   769 914   0 -145  
    LINEAR TECHNOLOGY CORP 2014-05 Purchased 2014-10   385 443   0 -58  
    LINEAR TECHNOLOGY CORP 2014-05 Purchased 2014-10   577 675   0 -98  
    LINEAR TECHNOLOGY CORP 2014-04 Purchased 2014-10   1,154 1,387   0 -233  
    LINEAR TECHNOLOGY CORP 2014-03 Purchased 2014-10   769 974   0 -205  
    DISCOVERY COMMUNICATION-A 2014-08 Purchased 2014-10   519 670   0 -151  
    DISCOVERY COMMUNICATION-A 2014-08 Purchased 2014-10   1,728 2,092   0 -364  
    CBS CORP-CLASS B NON VOTING 2014-09 Purchased 2014-10   1,319 1,476   0 -157  
    COPA HOLDINGS SA-CLASS A 2014-07 Purchased 2014-10   755 1,006   0 -251  
    COPA HOLDINGS SA-CLASS A 2014-06 Purchased 2014-10   431 556   0 -125  
    COPA HOLDINGS SA-CLASS A 2014-06 Purchased 2014-10   539 697   0 -158  
    LORILLARD INC 2014-02 Purchased 2014-09   1,502 1,210   0 292  
    LINEAR TECHNOLOGY CORP 2014-03 Purchased 2014-09   672 730   0 -58  
    INTUITIVE SURGICAL INC 2014-03 Purchased 2014-09   472 437   0 35  
    DOW CHEMICAL CO/THE 2014-02 Purchased 2014-09   803 705   0 98  
    MONSTER BEVERAGE CORP 2014-02 Purchased 2014-09   905 723   0 182  
    MEAD JOHNSON NUTRITION CO 2013-11 Purchased 2014-09   487 423   0 64  
    COSTCO WHOLESALE CORP 2013-10 Purchased 2014-09   760 697   0 63  
    LINCOLN NATIONAL CORP 2013-10 Purchased 2014-09   837 666   0 171  
    HESS CORP 2013-10 Purchased 2014-09   977 811   0 166  
    UNITED TECHNOLOGIES CORP 2014-06 Purchased 2014-09   979 1,054   0 -75  
    UNITED TECHNOLOGIES CORP 2014-04 Purchased 2014-09   1,305 1,411   0 -106  
    HERSHEY CO/THE 2014-02 Purchased 2014-09   1,987 2,323   0 -336  
    HERSHEY CO/THE 2014-02 Purchased 2014-09   722 786   0 -64  
    MEAD JOHNSON NUTRITION CO 2013-11 Purchased 2014-08   949 846   0 103  
    HESS CORP 2013-10 Purchased 2014-08   1,468 1,216   0 252  
    GENWORTH FINANCIAL INC-CL A 2013-12 Purchased 2014-08   586 680   0 -94  
    MONDELEZ INTERNATIONAL-W/I 2014-04 Purchased 2014-08   1,441 1,414   0 27  
    PARKER HANNIFIN CORP 2013-09 Purchased 2014-07   2,117 1,951   0 166  
    EBAY INC 2014-04 Purchased 2014-07   533 550   0 -17  
    EBAY INC 2014-02 Purchased 2014-07   1,865 2,055   0 -190  
    MEAD JOHNSON NUTRITION CO 2013-11 Purchased 2014-07   477 423   0 54  
    VALERO ENERGY CORP 2014-02 Purchased 2014-07   740 766   0 -26  
    HASBRO INC 2013-10 Purchased 2014-07   1,184 1,168   0 16  
    F5 NETWORKS INC 2014-02 Purchased 2014-07   220 220   0    
    F5 NETWORKS INC 2014-02 Purchased 2014-07   330 321   0 9  
    HERSHEY CO/THE 2014-02 Purchased 2014-07   1,426 1,475   0 -49  
    PARKER HANNIFIN CORP 2013-09 Purchased 2014-07   862 759   0 103  
    VERTEX PHARMACEUTICALS INC 2014-05 Purchased 2014-07   1,065 759   0 306  
    LORILLARD INC 2014-02 Purchased 2014-06   613 484   0 129  
    GANNETT CO 2013-10 Purchased 2014-06   2,768 2,368   0 400  
    F5 NETWORKS INC 2014-02 Purchased 2014-06   544 536   0 8  
    INTUITIVE SURGICAL INC 2014-03 Purchased 2014-06   805 873   0 -68  
    EBAY INC 2014-02 Purchased 2014-06   744 881   0 -137  
    F5 NETWORKS INC 2014-02 Purchased 2014-06   548 536   0 12  
    NIKE INC -CL B 2013-10 Purchased 2014-06   749 755   0 -6  
    TIME INC 2014-05 Purchased 2014-06   23 29   0 -6  
    MEAD JOHNSON NUTRITION CO 2013-11 Purchased 2014-06   877 846   0 31  
    FEDEX CORP 2013-11 Purchased 2014-06   715 689   0 26  
    FEDEX CORP 2013-11 Purchased 2014-06   1,572 1,511   0 61  
    LOCKHEED MARTIN CORP 2014-01 Purchased 2015-05   942 766   0 176  
    AMERICAN TOWER CORP 2013-12 Purchased 2015-05   1,117 915   0 202  
    LOCKHEED MARTIN CORP 2014-01 Purchased 2015-05   950 766   0 184  
    LOCKHEED MARTIN CORP 2014-01 Purchased 2015-05   190 153   0 37  
    AMERICAN TOWER CORP 2013-12 Purchased 2015-05   1,037 839   0 198  
    AMERICAN INTERNATIONAL GROUP 2013-04 Purchased 2015-05   534 373   0 161  
    OCCIDENTAL PETROLEUM CORP 2013-09 Purchased 2015-05   4,269 4,805   0 -536  
    MONSANTO CO 2014-04 Purchased 2015-05   1,166 1,110   0 56  
    ELECTRONIC ARTS INC 2013-05 Purchased 2015-05   590 232   0 358  
    MONSANTO CO 2013-02 Purchased 2015-05   1,166 1,000   0 166  
    MONSANTO CO 2013-02 Purchased 2015-05   117 99   0 18  
    MONSTER BEVERAGE CORP 2014-02 Purchased 2015-04   1,237 675   0 562  
    MONSTER BEVERAGE CORP 2014-02 Purchased 2015-04   550 289   0 261  
    FIDELITY NATIONAL INFORMATION 2014-01 Purchased 2015-04   1,928 1,592   0 336  
    FIDELITY NATIONAL INFORMATION 2012-11 Purchased 2015-04   964 516   0 448  
    FIDELITY NATIONAL INFORMATION 2012-09 Purchased 2015-04   321 163   0 158  
    GOLDMAN SACHS GROUP INC 2014-04 Purchased 2015-04   2,006 1,538   0 468  
    PARTNERRE LTD 2014-02 Purchased 2015-04   1,037 778   0 259  
    CHUBB CORP 2013-07 Purchased 2015-04   505 440   0 65  
    MONSANTO CO 2013-02 Purchased 2015-04   1,677 1,388   0 289  
    INTERCONTINENTAL EXCHANGE IN 2012-12 Purchased 2015-04   1,390 768   0 622  
    PHILIP MORRIS INTERNATIONAL 2012-11 Purchased 2015-03   759 861   0 -102  
    PHILIP MORRIS INTERNATIONAL 2012-10 Purchased 2015-03   152 183   0 -31  
    VERIZON COMMUNICATIONS INC 2014-03 Purchased 2015-03   727 703   0 24  
    VERIZON COMMUNICATIONS INC 2014-03 Purchased 2015-03   1,453 1,398   0 55  
    VERIZON COMMUNICATIONS INC 2014-02 Purchased 2015-03   920 912   0 8  
    CHUBB CORP 2013-07 Purchased 2015-03   500 440   0 60  
    CHUBB CORP 2013-04 Purchased 2015-03   100 88   0 12  
    PHILIP MORRIS INTERNATIONAL 2012-10 Purchased 2015-03   612 731   0 -119  
    PHILIP MORRIS INTERNATIONAL 2012-08 Purchased 2015-03   76 91   0 -15  
    PHILIP MORRIS INTERNATIONAL 2012-08 Purchased 2015-03   1,084 1,270   0 -186  
    CHUBB CORP 2013-04 Purchased 2015-03   515 439   0 76  
    CHUBB CORP 2013-04 Purchased 2015-03   412 351   0 61  
    INTERCONTINENTAL EXCHANGE IN 2012-11 Purchased 2015-03   943 521   0 422  
    CHUBB CORP 2013-04 Purchased 2015-03   504 439   0 65  
    COMCAST CORP-CLASS A 2011-03 Purchased 2015-03   598 247   0 351  
    KROGER CO 2012-02 Purchased 2015-03   1,279 426   0 853  
    KROGER CO 2012-02 Purchased 2015-03   355 120   0 235  
    MONSTER BEVERAGE CORP 2014-02 Purchased 2015-02   737 434   0 303  
    PARTNERRE LTD 2014-02 Purchased 2015-02   924 778   0 146  
    EVEREST RE GROUP LTD 2013-03 Purchased 2015-02   1,243 892   0 351  
    PARTNERRE LTD 2013-02 Purchased 2015-02   1,040 799   0 241  
    PARTNERRE LTD 2013-02 Purchased 2015-02   231 177   0 54  
    PARTNERRE LTD 2012-11 Purchased 2015-02   578 385   0 193  
    DTE ENERGY COMPANY 2014-02 Purchased 2015-02   1,477 1,213   0 264  
    JPMORGAN CHASE & CO 2013-07 Purchased 2015-02   1,434 1,322   0 112  
    ASSURANT INC 2014-02 Purchased 2015-02   807 838   0 -31  
    ALLERGAN INC 2014-01 Purchased 2015-02   2,251 1,156   0 1,095  
    ALLERGAN INC 2013-05 Purchased 2015-02   3,151 1,401   0 1,750  
    MICROSOFT CORP 2013-07 Purchased 2015-01   837 705   0 132  
    MICROSOFT CORP 2012-11 Purchased 2015-01   837 546   0 291  
    MICROSOFT CORP 2012-09 Purchased 2015-01   1,255 933   0 322  
    MEAD JOHNSON NUTRITION CO 2013-11 Purchased 2015-01   600 507   0 93  
    PRECISION CASTPARTS CORP 2013-02 Purchased 2015-01   953 935   0 18  
    PRECISION CASTPARTS CORP 2012-08 Purchased 2015-01   381 323   0 58  
    STARBUCKS CORP 2011-07 Purchased 2015-01   483 237   0 246  
    AMERICAN EXPRESS CO 2013-09 Purchased 2015-01   914 766   0 148  
    AMERICAN EXPRESS CO 2013-05 Purchased 2015-01   1,371 1,115   0 256  
    AMERICAN EXPRESS CO 2013-05 Purchased 2015-01   1,279 989   0 290  
    VERIZON COMMUNICATIONS INC 2013-11 Purchased 2015-01   927 1,011   0 -84  
    JPMORGAN CHASE & CO 2013-07 Purchased 2015-01   59 55   0 4  
    JPMORGAN CHASE & CO 2012-10 Purchased 2015-01   885 621   0 264  
    JPMORGAN CHASE & CO 2012-03 Purchased 2015-01   590 459   0 131  
    COMCAST CORP-CLASS A 2011-03 Purchased 2015-01   497 222   0 275  
    BOEING CO/THE 2013-05 Purchased 2015-01   1,291 988   0 303  
    BOEING CO/THE 2013-05 Purchased 2015-01   775 548   0 227  
    PARTNERRE LTD 2012-11 Purchased 2014-12   692 462   0 230  
    PARTNERRE LTD 2012-11 Purchased 2014-12   231 160   0 71  
    AMDOCS LTD 2013-05 Purchased 2014-12   238 182   0 56  
    AMDOCS LTD 2013-02 Purchased 2014-12   285 216   0 69  
    BECTON DICKINSON & CO 2012-10 Purchased 2014-12   1,386 771   0 615  
    BECTON DICKINSON & CO 2012-09 Purchased 2014-12   970 553   0 417  
    ALTRIA GROUP INC 2012-08 Purchased 2014-12   50 35   0 15  
    BECTON DICKINSON & CO 2012-07 Purchased 2014-12   416 228   0 188  
    ALTRIA GROUP INC 2012-07 Purchased 2014-12   1,261 892   0 369  
    ALTRIA GROUP INC 2012-05 Purchased 2014-12   252 159   0 93  
    CALIFORNIA RESOURCES CORP 2013-09 Purchased 2014-12   147 202   0 -55  
    LINCOLN NATIONAL CORP 2013-11 Purchased 2014-12   840 771   0 69  
    LINCOLN NATIONAL CORP 2013-11 Purchased 2014-12   728 610   0 118  
    AMERICAN EXPRESS CO 2013-05 Purchased 2014-12   1,005 777   0 228  
    PFIZER INC 2007-07 Purchased 2014-12   377 300   0 77  
    PFIZER INC 2007-06 Purchased 2014-12   786 649   0 137  
    AMDOCS LTD 2013-02 Purchased 2014-11   676 504   0 172  
    MEDTRONIC INC 2013-08 Purchased 2014-11   2,177 1,582   0 595  
    MEDTRONIC INC 2012-11 Purchased 2014-11   1,088 624   0 464  
    MEDTRONIC INC 2012-09 Purchased 2014-11   363 218   0 145  
    UNION PACIFIC CORP 2012-08 Purchased 2014-11   121 62   0 59  
    UNION PACIFIC CORP 2012-06 Purchased 2014-11   1,447 690   0 757  
    LINCOLN NATIONAL CORP 2013-11 Purchased 2014-11   112 94   0 18  
    LINCOLN NATIONAL CORP 2013-10 Purchased 2014-11   561 444   0 117  
    HALLIBURTON CO 2013-08 Purchased 2014-10   2,382 2,185   0 197  
    ALLERGAN INC 2013-05 Purchased 2014-10   1,110 601   0 509  
    BECTON DICKINSON & CO 2012-07 Purchased 2014-10   1,849 1,141   0 708  
    VIACOM INC-CLASS B 2011-06 Purchased 2014-10   1,512 950   0 562  
    VIACOM INC-CLASS B 2011-05 Purchased 2014-10   378 251   0 127  
    MCDONALD'S CORP 2012-06 Purchased 2014-09   1,710 1,628   0 82  
    CITIGROUP INC 2011-10 Purchased 2014-09   1,298 775   0 523  
    CITIGROUP INC 2011-07 Purchased 2014-09   2,336 1,808   0 528  
    PFIZER INC 2007-06 Purchased 2014-09   740 649   0 91  
    GILEAD SCIENCES INC 2013-06 Purchased 2014-09   1,075 518   0 557  
    APPLE INC 2008-10 Purchased 2014-09   501 67   0 434  
    GILEAD SCIENCES INC 2013-06 Purchased 2014-09   533 259   0 274  
    COSTCO WHOLESALE CORP 2013-06 Purchased 2014-09   127 110   0 17  
    ELECTRONIC ARTS INC 2013-05 Purchased 2014-09   553 348   0 205  
    AMERICAN EXPRESS CO 2013-05 Purchased 2014-09   450 353   0 97  
    BOEING CO/THE 2013-05 Purchased 2014-09   517 365   0 152  
    AMERICAN INTERNATIONAL GROUP 2013-04 Purchased 2014-09   554 415   0 139  
    CHUBB CORP 2013-04 Purchased 2014-09   461 439   0 22  
    EVEREST RE GROUP LTD 2013-03 Purchased 2014-09   489 382   0 107  
    BANK OF AMERICA CORP 2012-12 Purchased 2014-09   1,277 796   0 481  
    FIDELITY NATIONAL INFORMATION 2012-09 Purchased 2014-09   574 326   0 248  
    MEDTRONIC INC 2012-09 Purchased 2014-09   996 654   0 342  
    MICROSOFT CORP 2012-09 Purchased 2014-09   470 311   0 159  
    INTERCONTINENTAL EXCHANGE IN 2012-08 Purchased 2014-09   611 407   0 204  
    BIOGEN IDEC INC 2012-08 Purchased 2014-09   662 295   0 367  
    VISA INC - CLASS A SHRS 2012-06 Purchased 2014-09   868 492   0 376  
    UNION PACIFIC CORP 2012-06 Purchased 2014-09   548 287   0 261  
    WELLS FARGO & COMPANY 2012-02 Purchased 2014-09   268 156   0 112  
    WELLS FARGO & COMPANY 2012-02 Purchased 2014-09   268 151   0 117  
    KROGER CO 2012-02 Purchased 2014-09   521 240   0 281  
    LYONDELLBASELL INDU-CL A 2011-10 Purchased 2014-09   571 116   0 455  
    WALT DISNEY CO/THE 2011-09 Purchased 2014-09   453 156   0 297  
    CITIGROUP INC 2011-07 Purchased 2014-09   536 402   0 134  
    STARBUCKS CORP 2010-11 Purchased 2014-09   761 308   0 453  
    DANAHER CORP 2010-10 Purchased 2014-09   397 209   0 188  
    DANAHER CORP 2010-04 Purchased 2014-09   397 210   0 187  
    APPLE INC 2008-10 Purchased 2014-09   1,529 200   0 1,329  
    GOOGLE INC-CL A 2008-02 Purchased 2014-09   603 269   0 334  
    PFIZER INC 2007-06 Purchased 2014-09   762 649   0 113  
    LINCOLN NATIONAL CORP 2013-08 Purchased 2014-09   2,161 1,767   0 394  
    BERKSHIRE HATHAWAY INC-CL B 2012-08 Purchased 2014-09   830 514   0 316  
    BERKSHIRE HATHAWAY INC-CL B 2012-07 Purchased 2014-09   1,245 761   0 484  
    TIME WARNER INC 2012-08 Purchased 2014-09   1,539 739   0 800  
    UNION PACIFIC CORP 2012-06 Purchased 2014-09   1,616 862   0 754  
    EVEREST RE GROUP LTD 2013-03 Purchased 2014-09   824 637   0 187  
    MEDTRONIC INC 2012-09 Purchased 2014-09   643 436   0 207  
    BOEING CO/THE 2013-05 Purchased 2014-08   1,851 1,370   0 481  
    PRECISION CASTPARTS CORP 2012-08 Purchased 2014-08   722 485   0 237  
    COGNIZANT TECH SOLUTIONS-A 2013-05 Purchased 2014-08   900 643   0 257  
    COGNIZANT TECH SOLUTIONS-A 2013-04 Purchased 2014-08   900 620   0 280  
    COGNIZANT TECH SOLUTIONS-A 2012-08 Purchased 2014-08   675 488   0 187  
    GENWORTH FINANCIAL INC-CL A 2013-06 Purchased 2014-08   911 778   0 133  
    TJX COMPANIES INC 2013-04 Purchased 2014-07   1,324 1,214   0 110  
    TJX COMPANIES INC 2012-09 Purchased 2014-07   795 669   0 126  
    DANAHER CORP 2010-04 Purchased 2014-07   371 210   0 161  
    DANAHER CORP 2009-10 Purchased 2014-07   742 340   0 402  
    BERKSHIRE HATHAWAY INC-CL B 2012-07 Purchased 2014-07   513 338   0 175  
    TJX COMPANIES INC 2012-09 Purchased 2014-07   1,828 1,562   0 266  
    VALERO ENERGY CORP 2013-02 Purchased 2014-07   987 862   0 125  
    VALERO ENERGY CORP 2013-01 Purchased 2014-07   987 685   0 302  
    TIME WARNER INC 2012-08 Purchased 2014-07   1,252 554   0 698  
    VERTEX PHARMACEUTICALS INC 2012-11 Purchased 2014-07   1,065 507   0 558  
    VALERO ENERGY CORP 2013-01 Purchased 2014-06   2,528 1,712   0 816  
    APPLE INC 2008-10 Purchased 2014-06   275 40   0 235  
    APPLE INC 2008-03 Purchased 2014-06   1,281 247   0 1,034  
    TJX COMPANIES INC 2012-09 Purchased 2014-06   1,066 893   0 173  
    WAL-MART STORES INC 2013-05 Purchased 2014-06   754 776   0 -22  
    WAL-MART STORES INC 2013-03 Purchased 2014-06   754 749   0 5  
    WAL-MART STORES INC 2012-08 Purchased 2014-06   754 719   0 35  
    VERIZON COMMUNICATIONS INC 2012-08 Purchased 2014-06   741 661   0 80  
    HEALTH NET INC 2012-01 Purchased 2014-06   602 494   0 108  
    HEALTH NET INC 2010-11 Purchased 2014-06   1,405 926   0 479  
    KROGER CO 2012-02 Purchased 2014-06   479 240   0 239  
    KROGER CO 2011-02 Purchased 2014-06   1,196 548   0 648  
    KROGER CO 2010-12 Purchased 2014-06   479 238   0 241  
    COGNIZANT TECH SOLUTIONS-A 2012-08 Purchased 2014-06   476 325   0 151  
    TIME INC 2012-08 Purchased 2014-06   46 26   0 20  
    TIME INC 2012-08 Purchased 2014-06   115 72   0 43  
    UNION PACIFIC CORP 2012-06 Purchased 2014-06   1,019 575   0 444  
    WALT DISNEY CO/THE 2011-09 Purchased 2014-06   424 156   0 268  
    WALT DISNEY CO/THE 2011-08 Purchased 2014-06   424 176   0 248  
    BERKSHIRE HATHAWAY INC-CL B 2012-07 Purchased 2014-06   638 423   0 215  
    JPMORGAN CHASE & CO 2012-03 Purchased 2014-06   280 229   0 51  
    JPMORGAN CHASE & CO 2012-03 Purchased 2014-06   280 224   0 56  
    GOOGLE INC-CL C 2001-01 Purchased 2015-05   15     0 15  
    TIME INC 2001-01 Purchased 2014-07   17     0 17  
    WELLSLEY INCOME 2013-12 Purchased 2014-11   114,574 107,981   0 6,593  
    WELLSLEY INCOME 2010-03 Purchased 2014-11   2,985,426 2,508,220   0 477,206  
    VIA LSM MGMT   Purchased     2,720     0 2,720  
    VIA PARK RIVER MGMT   Purchased     582     0 582  
    LORD ABBOT BOND DEBENTURE   Purchased     23,798     0 23,798  
    SHORT TERM INVESTMENT GRADE   Purchased       928   0 -928  
    VARIOUS   Purchased     132     0 132  
    LORD ABBOT BOND DEBENTURE   Purchased     1,228     0 1,228  
    VIA LSM MGMT   Purchased     113     0 113  

    TY 2014 InvestmentsOtherSchedule2
    Name:
    B&M Steinmetz Foundation
    EIN: 23-7048163
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    stocks & bonds AT COST 2,173,246 2,173,246
    life insurance AT COST 7,212,683 7,212,683
    investment in partnership AT COST 677,944 677,944

    TY 2014 OtherExpensesSchedule
    Name:
    B&M Steinmetz Foundation
    EIN: 23-7048163
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES & OFFICE EXP 407 0 0 0
    fees 775 0 0 0


    TY 2014 OtherIncomeSchedule2
    Name:
    B&M Steinmetz Foundation
    EIN: 23-7048163
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    rental income via partnership 20,551 20,551 20,551
    rental income via partnership -131 -131 -131
    rental income via partnership -75 -75 -75
    rental income via partnership 23,704 23,704 23,704
    rental income via partnership 457 457 457


    TY 2014 OtherIncreasesSchedule
    Name:
    B&M Steinmetz Foundation
    EIN: 23-7048163
    Description Amount
       


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    B&M Steinmetz Foundation
    EIN: 23-7048163
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Portfolio management 12,807 0 0 0


    TY 2014 SubstantialContributorsSch
    Name:
    B&M Steinmetz Foundation
    EIN: 23-7048163
    Name Address
    see schedule b  
     


    TY 2014 TaxesSchedule
    Name:
    B&M Steinmetz Foundation
    EIN: 23-7048163
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    foreign taxes 229 0 0 0