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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 06-01-2021 , and ending 05-31-2022
Name of foundation
B&M Steinmetz Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)co 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)

(718) 436-1353
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$28,918,532
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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.............
3 Interest on savings and temporary cash investments 1,632,537 1,632,537 1,632,537
4 Dividends and interest from securities... 11,832 11,832 11,832
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -9,021
b Gross sales price for all assets on line 6a 9,153
7 Capital gain net income (from Part IV, line 2)... 0
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)....... 502,332 502,332 502,332
12 Total. Add lines 1 through 11........ 2,137,680 2,146,701 2,146,701
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)....... 13,500 0 0 0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 3,230 0 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 16,730 0 0 0
25 Contributions, gifts, grants paid....... 894,584 894,584
26 Total expenses and disbursements. Add lines 24 and 25 911,314 0 0 894,584
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,226,366
b Net investment income (if negative, enter -0-) 2,146,701
c Adjusted net income (if negative, enter -0-)... 2,146,701
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. -372,243 318,117 318,117
2 Savings and temporary cash investments......... 124,131    
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) bullet23,969,449
Less: allowance for doubtful accounts bullet0 23,347,499 23,969,449 23,969,449
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 bullet1,280,000
Less: accumulated depreciation (attach schedule) bullet   1,280,000 1,280,000 1,280,000
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,334,137 Click to see attachment3,350,966 3,350,966
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) 27,713,524 28,918,532 28,918,532
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 Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 27,713,524 28,918,532
29 Total net assets or fund balances (see instructions)..... 27,713,524 28,918,532
30 Total liabilities and net assets/fund balances (see instructions). 27,713,524 28,918,532
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
27,713,524
2
Enter amount from Part I, line 27a .....................
2
1,226,366
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
28,939,890
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
21,358
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
28,918,532
Form 990-PF (2021)
Form 990-PF (2021)
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 via short term inestment fund P    
b via lsm (k-1) P    
c via wellwsley P    
d via lsm (k-1) P    
e via wellwsley P    
Capital Gains Dividends 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     488 -488
b 379     379
c 1,625     1,625
d     17,686 -17,686
e 2,161     2,161
4,988     4,988
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       -488
b       379
c       1,625
d       -17,686
e       2,161
      4,988
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 -9,021
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 1,516
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 29,839
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 29,839
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 20,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 25,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 340
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 5,179
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-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 the instructions
for the 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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    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
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    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
     
    No
    Website addressbulletN/A
    14
    The books are in care ofbulletMr Bernat Steinmetz Telephone no.bullet (212) 563-5733

    Located atbullet1675 48th StBrooklynNY ZIP+4bullet11204
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
    Yes
     
    If "Yes," list the years bullet2020, 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
    Yes
     
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    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
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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 VIII-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  
    Part VIII-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
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    261,273
    b
    Average of monthly cash balances.......................
    1b
    554,182
    c
    Fair market value of all other assets (see instructions)................
    1c
    30,806,980
    d
    Total (add lines 1a, b, and c).........................
    1d
    31,622,435
    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
    31,622,435
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    474,337
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    31,148,098
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,557,405
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    1,557,405
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    29,839
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    29,839
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,527,566
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,527,566
    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 XII, line 1 ...
    7
    1,527,566
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 1,527,566
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 1,330,080
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 894,584
    a Applied to 2020, but not more than line 2a 894,584
    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 2021 distributable amount..... 0
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    435,496
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    1,527,566
    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
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    Supplementary Information (Complete this part only if the foundation 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
    1675 48TH ST
    Brooklyn,NY11204
    (718) 436-1353
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    Beth Jacob Dachasidei Gur
    1975 51st St
    Brooklyn,NY11219
    none 501 (c ) 3 to promote activities of organization 25,000
    Birkas Moshe
    5112 17th Ave
    Brooklyn,NY11204
    none 501 (c ) 3 to promote activities of organiazation 27,450
    Bnei Zion
    4206 15th Ave
    Brooklyn,NY11219
    none 501 (c ) 3 to promote activities of organiazation 2,200
    Bnos Zion
    5000 14th Ave
    Brooklyn,NY11219
    none 501 (c ) 3 to promote activities of organiazation 28,100
    Bonei Olam
    4205 17TH AVE APT 1
    Brooklyn,NY11204
    none 501 (c ) 3 to promote activities of organiazation 22,460
    Camp Pupa
    643 Bedford Ave
    Brooklyn,NY11211
    none 501 (c ) 3 to promote activities of organiazation 1,200
    CGBP
    621 Dahill Rd
    Brooklyn,NY11218
    none 501 (c ) 3 to promote activities of organiazation 750
    Chaim Vochesed
    1451 52nd St
    Brooklyn,NY11219
    none 501 (c ) 3 to promote activities of organiazation 50
    Chasudim Tovim
    74 Wythe Ave
    Brooklyn,NY11211
    none 501 (c ) 3 to promote activities of organiazation 50
    Cong Ahaves Chesed
    1577 48 th St
    Brooklyn,NY11219
    none 501 (c ) 3 to promote activities of organiazation 10,000
    Cong Ahaves Tzdokeh V'Chesed
    1347 42nd St
    Brooklyn,NY11219
    none 501 (c ) 3 to promote activities of organiazation 348,500
    Cong Beis Avraham
    1124 E 21 St
    Brooklyn,NY11210
    none 501 (c ) 3 to promote activities of organiazation 300
    Cong Heim Cheiyeini
    407 Yeshiva Lane
    Pikesville,MD21208
    none 501 (c ) 3 to promote activities of organiazation 725
    Cong Khal Chasidei Skwere
    38 Washington Ave
    Spring Valley,NY10977
    none 501 (c ) 3 to promote activities of organiazation 12,800
    Cong Machne Chaim
    6101 16th ave
    Brooklyn,NY11204
    none 501 (c ) 3 to promote activities of organiazation 20,000
    Cong Marai Yechezkel
    1st Street
    Brooklyn,NY11219
    none 501 (c ) 3 to promote activities of organiazation 50
    Cong Ner Baruch
    2007 E 14 Th St
    Brooklyn,NY11229
    none 501 (c ) 3 to promote activities of organiazation 45,922
    Cong Ohel Yitzchok
    203 Avenue F
    Brooklyn,NY11218
    none 501 (c ) 3 to promote activities of organiazation 10,000
    Cong Ohr Shmiel
    4319 10th Ave
    Brooklyn,NY11219
    none 501 (c ) 3 to promote activities of organiazation 4,360
    Cong Sharei Zion Dbobov
    4715 15th Ave
    Brooklyn,NY11219
    none 501 (c ) 3 to promote activities of organiazation 2,360
    Cong Talmideni
    1832 60th St
    Brooklyn,NY11204
    none 501 (c ) 3 to promote activities of organiazation 1,000
    Cong Tiferes Moshe
    176 CLYMER ST
    Brooklyn,NY11211
    none 501 (c ) 3 to promote activities of organiazation 3,300
    Cong Toldos Yitzchok
    1563 42ND ST
    Brooklyn,NY11219
    none 501 (c ) 3 to promote activities of organiazation 100
    Cong Yad Yoseph
    5208 19th Ave
    Brooklyn,NY11204
    none 501 (c ) 3 to promote activities of organiazation 9,200
    Cong Yesod Avoda
    1274 49Th St
    Brooklyn,NY11219
    none 501 (c ) 3 to promote activities of organiazation 3,300
    Cong Yesodei Avoida
    1274 49Th St
    Brooklyn,NY11219
    none 501 (c ) 3 to promote activities of organiazation 500
    Cong YL South 8
    109 S 8th St
    Brooklyn,NY11211
    none 501 (c ) 3 to promote activities of organiazation 3,000
    Cong Ysod Avodah
    1274 49Th St
    Brooklyn,NY11219
    none 501 (c ) 3 to promote activities of organiazation 900
    Israel Relief Fund
    618 5th Ave
    Lakewood,NJ08701
    none 501 (c ) 3 to promote activities of organiazation 3,600
    Jewish Continuity Assoc
    POB 190365
    Brooklyn,NY11219
    none 501 (c ) 3 to promote activities of organiazation 1,400
    Karlin Stolin
    1818 54TH ST
    Brooklyn,NY11204
    none 501 (c ) 3 to promote activities of organiazation 2,000
    Kedushas Zion
    1532 47th St
    Brooklyn,NY11219
    none 501 (c ) 3 to promote activities of organiazation 1,200
    Khal Bais Yitzchok
    1233 E 23RD ST
    Brooklyn,NY11210
    none 501 (c ) 3 to promote activities of organiazation 720
    Kollel Asike Shmatasa
    1274 49Th St
    Brooklyn,NY11219
    none 501 (c ) 3 to promote activities of organiazation 500
    Kollel Boyane
    1205 44th St
    Brooklyn,NY11219
    none 501 (c ) 3 to promote activities of organiazation 50
    Kupat Ezra
    240 52ND ST
    Brooklyn,NY11211
    none 501 (c ) 3 to promote activities of organiazation 17,200
    Meor Hatorah
    1069 38TH ST
    Brooklyn,NY11219
    none 501 (c ) 3 to promote activities of organiazation 2,000
    Mesivta Eitz Chaim
    1577 48th st
    Brooklyn,NY11219
    none 501 (c ) 3 to promote activities of organiazation 6,000
    Mishnah Sheli
    1274 49th St
    Brooklyn,NY11219
    none 501 (c ) 3 to promote activities of organiazation 5,000
    Mishnas Yonah
    1533 48th st
    Brooklyn,NY11219
    none 501 (c ) 3 to promote activities of organiazation 4,800
    Mosdos Chernobil
    190 KEAP ST
    Brooklyn,NY11211
    none 501 (c ) 3 to promote activities of organiazation 41,500
    Mosdos Krula
    127 WALLABOUT ST
    Brooklyn,NY11206
    none 501 (c ) 3 to promote activities of organiazation 7,250
    Mosdos Satmar
    4615 14th Ave
    Brooklyn,NY11219
    none 501 (c ) 3 to promote activities of organiazation 7,700
    Mosdos Square
    14 WALTER DR
    Monsey,NY10952
    none 501 (c ) 3 to promote activities of organiazation 6,800
    Ner Baruch
    2007 E 14 TH ST
    Brooklyn,NY11229
    none 501 (c ) 3 to promote activities of organiazation 9,320
    Ohr Moshe
    24 Catskill High Rail
    Monroe,NY10950
    none 501 (c ) 3 to promote activities of organiazation 6,800
    Rachmistrivka
    1164 45th St
    Brooklyn,NY11219
    none 501 (c ) 3 to promote activities of organiazation 5,500
    Sanz
    988 Post Ave
    Staten Island,NY10302
    none 501 (c ) 3 to promote activities of organiazation 500
    Sharei Torah
    21 Getzel Berger Blvd
    Monroe,NY10950
    none 501 (c ) 3 to promote activities of organiazation 3,600
    Square
    4716 17th Ave
    Brooklyn,NY11204
    none 501 (c ) 3 to promote activities of organiazation 6,800
    Talmud Torah Ohr Moshe
    1270 52ND st
    Brooklyn,NY11219
    none 501 (c ) 3 to promote activities of organiazation 4,000
    Toras Chemed
    120 SETTLEMENT RD
    Mt Kisco,NY10549
    none 501 (c ) 3 to promote activities of organiazation 1,500
    United Institutions Of Karlin
    1436 42nd ST
    Brooklyn,NY11219
    none 501 (c ) 3 to promote activities of organiazation 400
    Uta
    5301 14Th Avenue
    Brooklyn,NY11219
    none 501 (c ) 3 to promote activities of organiazation 34,500
    Y M H
    1601 42nd St
    Brooklyn,NY11204
    none 501 (c ) 3 to promote activities of organiazation 1,800
    Yad efraim
    260 Marcy Ave
    Brooklyn,NY11211
    none 501 (c ) 3 to promote activities of organiazation 4,600
    Yaldei Zion
    4802 48th st
    Brooklyn,NY11219
    none 501 (c ) 3 to promote activities of organiazation 103
    Yeshiva Belz
    4303 15th Ave
    Brooklyn,NY11219
    none 501 (c ) 3 to promote activities of organiazation 1,850
    Yeshiva Karlin Stolin
    1818 54TH ST
    Brooklyn,NY11204
    none 501 (c ) 3 to promote activities of organiazation 2,050
    Yeshiva Kollel Rav Acha
    736 East 3rd St
    Brooklyn,NY11218
    none 501 (c ) 3 to promote activities of organiazation 12,000
    Yeshiva Machzikei Hadas
    1601 42nd St
    Brooklyn,NY11204
    none 501 (c ) 3 to promote activities of organiazation 1,800
    Yeshiva Tiferes Yisroel
    1271 E 35th St
    Brooklyn,NY11210
    none 501 (c ) 3 to promote activities of organiazation 1,000
    Yeshiva Toras Aish
    4202 12th Ave
    Brooklyn,NY11219
    none 501 (c ) 3 to promote activities of organiazation 3,000
    Yesod Voavoda
    1274 49Th St
    Brooklyn,NY11219
    none 501 (c ) 3 to promote activities of organiazation 600
    cong Dvar Moshe
    1073 E 27TH ST
    BROOKLYN,NY11210
    none 501 (c ) 3 to promote activities of organiazation 7,200
    BAIS PINCHOS
    1951 NEW CENTRAL AVE
    LAKEWOOD,NJ08701
    none 501 (c ) 3 to promote activities of organiazation 6,100
    YESHIVA OHR TORAH
    360 ROUTE 306
    Monsey,NY10952
    none 501 (c ) 3 to promote activities of organiazation 5,000
    CONGREGATION BETH SHMUEL
    3054 BEDFORD AVE
    BROOKLYN,NY11210
    none 501 (c ) 3 to promote activities of organiazation 5,000
    MISHNAH SHELI INC
    1274 49TH STREET 360
    Brooklyn,NY11219
    none 501 (c ) 3 to promote activities of organization 3,500
    ELEF HAMUGIEN
    543 BEDFORD AVE SUITE 256
    Brooklyn,NY11211
    none 501 (c ) 3 to promote activities of organization 3,600
    CONG KOLEL SATMAR OF KJ
    18 SERPI RD
    HIGHLAND MLS,NY10930
    none 501 (c ) 3 to promote activities of organiazation 7,500
    GLOBAL CENTER OF GUR INC
    4813 16TH AVE
    Brooklyn,NY11204
    none 501 (c ) 3 to promote activities of organiazation 15,000
    CONG VIZNITZ DKHAL TORAS CHAIM
    5228 NEW UTRECHT AVE
    Brooklyn,NY11219
    none 501 (c ) 3 to promote activities of organization 3,000
    YESHIVA KETANA OF LONG ISLAND
    321 DOUGHTY BLVD
    INWOOD,NY11096
    none 501 (c ) 3 to promote activities of organiazation 2,000
    KHAL CHASIDEI SKVERE INC
    74 WEST ST
    Spring Valley,NY10977
    none 501 (c ) 3 to promote activities of organiazation 2,000
    ICHID HATORAH VHACHESED
    156 S 9TH ST APT 3H
    brooklyn,NY11211
    none 501 (c ) 3 to promote activities of organiazation 2,000
    YESHIVAS NOVOMINSK
    1690 60TH ST
    Brooklyn,NY11204
    none 501 (c ) 3 to promote activities of organiazati 1,500
    CONGREATION TIFERES MORDECHAI INC
    1157 53RD ST
    Brooklyn,NY11219
    none 501 (c ) 3 to promote activities of organiazation 1,500
    CONGREGATION BETH ROCHEL OF MONSEY
    145 SADDLE RIVER RD
    AIRMONT,NY10952
    none 501 (c ) 3 to promote activities of organiazation 1,500
    BAIS TZIPORAH INC
    1449 39TH ST
    Brooklyn,NY11218
    none 501 (c ) 3 to promote activities of organiazation 1,500
    BAIS PINCHOS
    1951 NEW CENTRAL AVE
    Lakewood,NJ08701
    none 501 (c ) 3 to promote activities of organiazation 1,400
    various
    1 Street
    brooklyn,NY11219
    none 501 (c ) 3 to promote activities of organiazation 32,264
    Total .................................bullet 3a 894,584
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 1,632,537      
    4 Dividends and interest from securities ....          
    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 .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
    523000 4,988     -14,009
    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) .. 2,151,689 0 -14,009
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,137,680
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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 instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    B&M Steinmetz Foundation
    EIN:
    23-7048163
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    proffesional 13,500 0 0 0

    TY 2021 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, mutual fund AT COST 51,496 51,496
    life insurance AT COST 2,413,929 2,413,929
    investment in partnership AT COST 885,541 885,541

    TY 2021 OtherDecreasesSchedule
    Name:
    B&M Steinmetz Foundation
    EIN:
    23-7048163
    Description Amount
    federal Taxes paid 21,358


    TY 2021 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
    fees & misc 1,421 0 0 0
    interest expense via partnerships 1,809 0 0 0


    TY 2021 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 13,615 13,615 13,615
    rental income via partnership 285 285 285
    rental income via partnership 1,081 1,081 1,081
    rental income via partnership 16,702 16,702 16,702
    ny life annuity 470,649 470,649 470,649


    TY 2021 SubstantialContributorsSch
    Name:
    B&M Steinmetz Foundation
    EIN:
    23-7048163
    Name Address
    see schedule b