2024-05-14T14:08:32-05:00 2023-06-30 KENNETH M ROSENBERG CPA PC 80 NEPTUNE AVENUE WOODMERE NY 11598 990PF 2022-07-01 137002791 JOSEPH S & DIANE H STEINBERG 1992 CHARITABLE TRUST C/O JEFFERIES FIN'L GROUP % MR JOSEPH S STEINBERG JOSE 2124601943 520 MADISON AVENUE 11TH FLOOR NEW YORK NY 10022 JOSEPH STEINBERG TRUSTEE 5163745400 2024-05-07 true JOSEPH STEINBERG XXX-XX-XXXX KENNETH M ROSENBERG CPA P01354028 5163745400 2024-05-07 2 2022 2023-04-26 12:10:37Z X 49154827 X 0 X 2093770 2093770 -2326520 6626510 0 60656 60656 -172094 2154426 0 10700 0 0 0 254185 254185 6186 6186 18410 17660 289481 278031 0 0 2619967 2619967 2909448 278031 0 2619967 -3081542 1876395 1370775 618624 618624 2175663 2589911 2645033 16604283 26518147 31394064 28004246 15481746 14497106 48154967 45208428 49154827 0 0 X 48154967 45208428 48154967 45208428 48154967 45208428 48154967 -3081542 135003 45208428 45208428 GREENPOINT 2010-08-12 2022-12-28 2080 1251 829 829 BANC AMERICA 2020-01-01 2022-11-21 109 109 JP MORGAN 7009 2022-01-01 2022-12-31 2512706 2859666 -346960 -346960 JP MORGAN 7009 2021-11-19 2022-12-31 14074 15786 -1712 -1712 JP MORGAN 7009 2020-01-01 2022-12-31 1998813 2304378 -305565 -305565 JP MORGAN 7009 2020-01-01 2022-12-31 28391 31221 -2830 -2830 JP MORGAN 7009 2023-01-04 2023-06-15 1100000 1094640 5360 5360 CSX 2022-12-07 2023-01-17 125533 125585 -52 -52 JP MORGAN 7009 2021-07-28 2023-01-16 980493 1072147 -91654 -91654 JP MORGAN 7009 2021-01-01 2023-06-30 201329 92505 108824 108824 JEFFERIES 17576 2021-01-01 2023-06-30 2219 3661 -1442 -1442 US BANK 4737 2023-01-01 2023-06-30 997531 1170752 -173221 -173221 PERSHING SQ TONTINE 2020-07-22 2022-07-26 188044 181329 6715 6715 -2326520 -1159112 26082 26082 26082 59554 0 30000 89554 X 0 63472 63472 false false false false false false false true true NY true false false false false true GUIDESTAR MR JOSEPH S STEINBERG 2124601943 520 MADISON AVENUE 11TH FLR NEW YORK NY 10022 false false false false false false false false false false false false false false false false false false X false false false false JOSEPH STEINBERG 84 REMSEN STREET BROOKLYN NY 11201 TRUSTEE 1.0 0 0 0 DIANE STEINBERG 84 REMSEN STREET BROOKLYN NY 11201 TRUSTEE 1.0 0 0 0 NOT APPLICABLE NOT APPLICABLE 48061125 994700 0 49055825 0 49055825 735837 48319988 2415999 2415999 26082 26082 2389917 2389917 2389917 2619967 0 0 0 0 2619967 2389917 0 2020 2019 2018 0 91327 706943 798270 2619967 0 2389917 230050 1028320 0 0 0 0 91327 936993 706943 230050 MR JOSEPH STEINBERG IS A TRUSTEE O 1992 CHARITABLE TRUST MR STEINBER THE TOTAL CONTRIBUTIONS IN PRIOR YE WERE MADE BY MR STEINBERG IN THIS Y INVESTMENT ADVISORS MANAGE THE INVE X NEW YORK UNIVERSITY 5 WASHINGTON SQUARE NORTH NEW YORK NY 10003 NONE 501(C)(3) CHARITABLE 501c3 486423 CONGREGATION MT SINAI 250 CADMAN PLAZA WEST BROOKLYN HEIGHTS NY 11201 NONE 501(C)(3) CHARITABLE 501c3 9000 NATURE COLLECTIVE 777 HIGHWAY 101 SOLANA BEACH CA 92075 NONE 501(C)(3) CHARITABLE 501C3 100 NY PUBLIC LIBRARY 270 MADISON AVE NEW YORK NY 10016 NONE 501(C)(3) CHARITABLE 501C3 50000 BROOKLYN BOTANIC GARDEN 1000 WASHINGTON AVE BROOKLYN NY 11225 NONE 501(C)(3) CHARITABLE 501C3 44052 JEWISH THEOLOGICAL SEMINARY OF AMERICA 3080 BROADWAY NEW YORK NY 10027 NONE 501(C)(3) CHARITABLE 501C3 50000 PROSPECT PARK ALLIANCE 95 PROSPECT PARK BROOKLYN NY 11215 NONE 501(C)(3) CHARITABLE 25000 NATIONAL FILM PRESERVE 145 9TH STREET SAN FRANCISCO CA 94103 NONE 501(c)(3) CHARITABLE 57950 TEMPLE ISRAEL 1901 N FLAGLER DRIVE WEST PALM BEACH FL 33407 NONE 501(C)(3) CHARITABLE 18000 CE12 FOUNDATION 15 HIGHVIEW RD DARIEN CT 06820 NONE 501C3 501(C)(3) CHARITABLE 10000 CITY CENTER 55TH STREET 130 WEST 56TH ST NEW YORK NY 10019 NONE 501C3 501(C)(3) CHARITABLE 586820 THE BROOKLYN STEPPER PO BOX 24415 BROOKLYN NY 11202 NONE 501C3 501(C)(3) CHARITABLE 10000 92ND STREET Y 1395 LEXINGTON AVE NEW YORK NY 10128 NONE 501C3 501(C)(3) CHARITABLE 20000 POLY PREP COUNTRY DAY SCHOOL 1 POLY PREP DRIVE BROOKLYN NY 11228 NONE 501(C)(3) CHARITABLE 65000 CUREBOUND 9605 SCRANTON RD SAN DIEGO CA 92121 NONE 501C3 501(C)(3) CHARITABLE 38800 MUSUEM OF JEWISH HERITAGE 36 BATTERY PLACE NEW YORK NY 10280 NONE 501(C)(3) CHARITABLE 9813 KPBS 5200 CAMPANILE DR SAN DIEGO CA 92182 NONE 501(c)(3) CHARITABLE 1200 HORIZONS OF NYC 2273 CHURCH AVE BROOKLYN NY 11226 NONE 501(c)(3) CHARITABLE 25000 HEIGHTS AND HILLS 81 WILLOUGHBY STREET BROOKLYN NY 11201 NONE 501(C)(3) CHARITABLE 1000 INTERNATIONAL RESCUE COMMITTEE PO BOX 6068 ALBERT LEA MN 56007 NONE 501(C)(3) CHARITABLE 100000 THE CALVIN COOLIDGE PRESIDENTIAL FNDTN PO BOX 97 PLYMOUTH VT 05056 NONE 501(C)(3) CHARITABLE 5000 INSTITUTE FOR WAR & PEACE 729 15TH ST NW 500 WASHINGTON DC 20005 NONE 501(C)(3) CHARITABLE 10000 DANSPACE PROJECT 131 EAST 10TH STREET NEW YORK NY 10003 NONE 501(C)(3) CHARITABLE 3736 OCEANIC SOCIETY EXPEDITION PO BOX 844 ROSS CA 94957 NONE 501(C)(3) CHARITABLE 50000 JEFFERIES FAMILY SCHOLARSHIP 520 MADISON AVE NEW YORK NY 10022 NONE 501(C)(3) CHARITABLE 25000 HANNAH SENESH COMMUNITY DAY SCHOOL 342 SMITH STREET BROOKLYN NY 11231 NONE 501(C)(3) CHARITABLE 250000 TAPS UKRAINE 3033 WILSON BLVD ARLINGTON VA 22201 NONE 501(C)(3) CHARITABLE 50000 PEF ISRAEL EMDOWMENT FUNDS 630 3RD AVE NEW YORK NY 10017 NONE 501(C)(3) CHARITABLE 100000 SOUTH FORK NATURAL HISTORY MUSUEM 377 BRIDGEHAMPTON TPKE BRIDGEHAMPTON NY 11932 NONE 501(C)(3) CHARITABLE 10000 FRESH START SURGICAL GIFTS 2011 PALOMAR AIRPORT RD CARLSBAD CA 92011 NONE 501(C)(3) CHARITABLE 4069 BEAM CENTER 60 SACKETT STREET BROOKLYN NY 11231 NONE 501(C)(3) CHARITABLE 10000 JACOBS & CUSHMAN SAN DIEGO FOOD BANK 9850 DISTRIBUTION AVE SAN DIEGO CA 92121 NONE 501(C)(3) CHARITABLE 10000 THE GARDEN CLUB OF DARIEN 246 HEIGHTS RD DARIEN CT 06820 NONE 501(C)(3) CHARITABLE 10000 CT PUBLIC BROADCASTING 1049 ASYLUM AVE HARTFORD CT 06105 NONE 501(C)(3) CHARITABLE 50000 HELPUSADOPTORG 641 LEXINGTON AVE NEW YORK NY 10022 NONE 501(C)(3) CHARITABLE 125000 RED HOOK INITIATIVE 767 HICKS STREET BROOKLYN NY 11231 NONE 501(C)(3) CHARITABLE 100000 VON KING PARK CONSERVANCY 677 LAFAYETT AVE BROOKLYN NY 11216 NONE 501(C)(3) CHARITABLE 25000 PROJECT EZRA 456 GRAND STREET NEW YORK NY 10002 NONE 501(C)(3) CHARITABLE 1800 CONGREGATION SHIRAT HAYAM 55 ATLANTIC AVE SWAMPSCOTT MA 01907 NONE 501(C)(3) CHARITABLE 10000 THE BROOKLYN HOSPITAL FOUNDATION 121 DEKALB AVE BROOKLYN NY 11201 NONE 501(C)(3) CHARITABLE 25000 WRITOPIA LABS 391 FIFTH AVE BROOKLYN NY 11215 NONE 501C3 CHARITABLE 1088 ST ANNS WAREHOUSE 45 WATER STREET BROOKLYN NY 11201 NONE 501C3 CHARITABLE 56116 COOKE SCHOOL & INSTITUTE 1713 MADISON AVE NEW YORK NY 10029 NONE 501C3 CHARITABLE 5000 CIESLA FOUNDATION 5005 LINNEAN AVE NW WASHINGTON DC 20008 NONE 501C3 CHARITABLE 25000 MUNICIPAL ART SOCIETY 488 MADISON AVE NEW YORK NY 10022 NONE 501C3 CHARITABLE 50000 2619967 14 2093770 18 -2326520 18 60656 -172094 -172094 false false false false false false false false false false ACCOUNTING AND TAX PREPARATION 10700 JEFFERIES A/C 1649949 4405226 JP MORGAN CHASE 7009 14868198 16988838 US BANK 10000000 10000000 CRIMSON WINE GROUP 220758 275880 JZ INT'L FUND 238804 238804 OCTAGEN CREDIT FUND 1518985 1518985 JZ CAPITAL PARTNERS 611364 611364 PALISADES VENTURES LP AT COST 57383 57383 ASSOCIATED PARTNERS LP AT COST 455491 156928 CARL MARKS STRAT. OPP. FUND II AT COST 166528 211983 CM EQUITY SPA AT COST 155618 500000 NEW CENTURY LP AT COST 1506454 896028 PSS PE LP AT COST 500000 500000 CM EQUITY A-TEK AT COST 100001 57854 CENTERBRIDGE PARTNERS AT COST 227811 233629 ACACIA PARTNERS AT COST 2311737 1656642 CENTERBRIDGE CAPITAL PRTNRS II AT COST 43811 404619 PERMANENS PRECIOS METAL FUND AT COST 2484252 2500000 PERMANENS PARTNERS FUND AT COST 2000000 2000000 PERMANENS DEFENSIVE FUND AT COST 0 0 CM EQUITY SUASOR AT COST 499870 396088 PALISADES CAP GROWTH II AT COST 907401 792163 MR BRIDGESTONE AT COST 870423 1000000 PERMANENS NON-AGENCY ALLOC. AT COST 0 0 FCVC FUND AT COST 178440 196200 ENERGY TRANSFER AT COST 0 0 BATTERY MINERAL RSRCS AT COST 500000 500000 ACRONYM VC AT COST 235465 250000 FVP OPP FUND III AT COST 1068465 832460 ENLIGHTENED HOSPITALITY AT COST 83161 165801 GOOD GROWTH CAPITAL AT COST 123290 165985 RED BUD BRANDS AT COST 96361 112500 IZPURE AT COST 50000 50000 CB MARTELLO AT COST 859784 860843 PERSHING SQ TONTINE AT COST 0 0 OTHER INCOME FROM K-1'S 60656 60656 BOOK VS TAX DIFFERENCES 135003 FROM K-1 OTHER DEDUCTIONS 217674 217674 INVESTMENT FEES-LONGFELLOW 28440 28440 JP MORGAN FEES 8071 8071 NEW YORK DEPT. OF LAW 750 INTERNAL REVENUE SERVICE 0 CT CORP FEE 0 FOREIGN TAXES PER K-1 17660 17660