Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 13-3383348

HAROLD & MIMI STEINBERG CHARITABLE TRUST

Tax-exempt · NEW YORK, NY 10022

Financials

$3.9M$5.5M2024
Revenue Expenses · by fiscal year end
Financials of HAROLD & MIMI STEINBERG CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$3,855,939$5,511,722-$1,655,783$59,285,819$8,021$59,277,798
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Dividends
$1,787,556
Interest
$12,840
Net gain from sales of assets
$1,943,979
Other income
$111,564

Expenses

Grants and similar amounts paid
$3,741,000
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$161,547
Disbursements for charitable purposes
$4,165,032
Excise tax on investment income
$35,642

Balance sheet and other

Total assets, start of year
$60,933,581
Total assets, end of year
$59,285,819
Total liabilities, end of year
$8,021
Net assets, end of year
$59,277,798
Fair market value of assets
$77,675,333
Qualifying distributions
$4,165,032
Net investment income
$3,759,810

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
DEBORAH E MARTIN
163 RUMFORD AVENUE, MANSFIELD, MA 02048
ADMIN ASSISTANT
Highest-paid employee
40$161,547
JAMES D STEINBERG
C/O MCDERMOTT WILL SCHULTE LLP, 919 THIRD AVENUE, NEW YORK, NY 10022
DIRECTOR3$0
WILLIAM D ZABEL
C/O MCDERMOTT WILL SCHULTE LLP, 919 THIRD AVENUE, NEW YORK, NY 10022
TRUSTEE3$0
SETH WEINGARTEN
C/O MCDERMOTT WILL SCHULTE LLP, 919 THIRD AVENUE, NEW YORK, NY 10022
TRUSTEE3$0
MICHAEL A STEINBERG
C/O MCDERMOTT WILL SCHULTE LLP, 919 THIRD AVENUE, NEW YORK, NY 10022
DIRECTOR3$0
CAROLE A KRUMLAND
C/O MCDERMOTT WILL SCHULTE LLP, 919 THIRD AVENUE, NEW YORK, NY 10022
DIRECTOR3$0
SUSAN C FRUNZI
C/O MCDERMOTT WILL SCHULTE LLP, 919 THIRD AVENUE, NEW YORK, NY 10022
TRUSTEE3$0

Address and contacts

Address (IRS master file)
919 THIRD AVENUE, NEW YORK, NY 10022-3902
In care of
% SCHULTE ROTH & ZABEL LLP
Signed the 990-PF
SUSAN FRUNZI, TRUSTEE
Phone
(212) 756-2000
Return prepared by
WITHUMSMITHBROWN PC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
13-3383348
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1987
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$59,285,819
Income (IRS master file)
$14,136,047

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024–––IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$4,773,879$5,060,037$60,933,581IRS
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.

Questions about HAROLD & MIMI STEINBERG CHARITABLE TRUST

What is the EIN of HAROLD & MIMI STEINBERG CHARITABLE TRUST?
The employer identification number (EIN) of HAROLD & MIMI STEINBERG CHARITABLE TRUST is 13-3383348.
Is HAROLD & MIMI STEINBERG CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to HAROLD & MIMI STEINBERG CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HAROLD & MIMI STEINBERG CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of HAROLD & MIMI STEINBERG CHARITABLE TRUST due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HAROLD & MIMI STEINBERG CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of HAROLD & MIMI STEINBERG CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2024 lists 7 people; 1 received compensation from the organization, the highest $161,547 (DEBORAH E MARTIN, ADMIN ASSISTANT).
How much revenue does HAROLD & MIMI STEINBERG CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,855,939, expenses of $5,511,722 and total assets of $59,285,819 at year end.

Other nonprofits in NEW YORK

All nonprofits in NEW YORK · New York