Harold & Mimi Steinberg Charitable Trust

Harold & Mimi Steinberg Charitable Trust maintains substantial assets and consistent grantmaking with zero officer compensation.

EIN: 133383348 · New York, NY · Updated: 2026-03-28

$14.1MRevenue
$59.3MAssets
90/100Mission Score (Excellent)
Harold & Mimi Steinberg Charitable Trust Financial Summary
MetricValue
Total Revenue$14.1M
Total Expenses$5.1M
Program Spending95%
Net Assets$60.9M
Transparency Score90/100

Is Harold & Mimi Steinberg Charitable Trust Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
1 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Harold & Mimi Steinberg Charitable Trust directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Harold & Mimi Steinberg Charitable Trust

Harold & Mimi Steinberg Charitable Trust (EIN: 133383348) is a nonprofit organization based in New York, NY. The organization reported total revenue of $14.1M and total assets of $59.3M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Harold & Mimi Steinberg Charitable Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

39Years Operating
LargeSize Classification
10Years of Filings
MixedRevenue Trajectory

Harold & Mimi Steinberg Charitable Trust is a large nonprofit that has been operating for 39 years, with 10 years of IRS 990 filings on record (2011–2023).

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$4.8M
Total Expenses$5.1M
Surplus / Deficit$-286,158
Total Assets$60.9M
Total Liabilities$1
Net Assets$60.9M
Operating Margin-6.0%
Debt-to-Asset Ratio0.0%
Months of Reserves144.5 months

Financial Health Grade: B

In 2023, Harold & Mimi Steinberg Charitable Trust reported a deficit of $286K with expenses exceeding revenue, holds 144.5 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

YearRevenue ChangeExpense ChangeAsset Change
2023+437.8%+47.4%-0.5%
2022-86.3%-39.3%-4.0%
2020-132.5%-10.7%-12.5%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1987

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Harold & Mimi Steinberg Charitable Trust demonstrates a consistent commitment to its programmatic mission, as evidenced by its financial filings. While specific program, administrative, and fundraising expense breakdowns are not explicitly detailed in the provided summary, the organization's primary function as a charitable trust suggests that the vast majority of its expenditures would be in the form of grants and contributions, directly supporting its mission. The trust has maintained substantial assets, with a latest reported value of $59,285,819, indicating a strong endowment base for future grantmaking. Revenue has fluctuated significantly year-to-year, including negative revenue periods, which is common for trusts heavily reliant on investment performance. However, expenses have generally remained within a range, suggesting a stable level of grantmaking activity. The consistent reporting of zero officer compensation is a strong indicator of efficient use of funds and a focus on mission-related spending, contributing positively to its transparency and financial health.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Harold & Mimi Steinberg Charitable Trust with a Mission Score of 90 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 5%
  • programs: 95%
  • fundraising: 0%

According to IRS 990 filings, Harold & Mimi Steinberg Charitable Trust allocates its expenses as follows: admin: 5%, programs: 95%, fundraising: 0%. With 95% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$4.8MTotal Revenue
$5.1MTotal Expenses
$60.9MTotal Assets
$1Total Liabilities
$60.9MNet Assets
  • The organization reported a deficit of $286K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

Executive compensation is reported as 0% across all available filings, indicating that no officers receive compensation from the trust. This is highly favorable, as it means all operational expenses are directed towards administrative overhead or directly to programmatic activities, maximizing the impact of the trust's funds.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Harold & Mimi Steinberg Charitable Trust's IRS 990 filings:

  • Long-term decline in asset base

Strengths

The following positive indicators were identified for Harold & Mimi Steinberg Charitable Trust:

  • Zero officer compensation reported across all filings
  • Substantial asset base for sustained grantmaking
  • Consistent level of expenses (grantmaking) despite revenue fluctuations
  • No apparent fundraising expenses, indicating efficiency

Frequently Asked Questions about Harold & Mimi Steinberg Charitable Trust

Is Harold & Mimi Steinberg Charitable Trust a legitimate charity?

Harold & Mimi Steinberg Charitable Trust (EIN: 133383348) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 90/100. It has 10 years of IRS 990 filings on record. Total revenue: $14.1M. 1 red flag identified. 4 strengths noted. Financial health grade: B.

How does Harold & Mimi Steinberg Charitable Trust spend its money?

Harold & Mimi Steinberg Charitable Trust directs 95% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Harold & Mimi Steinberg Charitable Trust tax-deductible?

Harold & Mimi Steinberg Charitable Trust is registered as a tax-exempt nonprofit (EIN: 133383348). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

Where is Harold & Mimi Steinberg Charitable Trust located?

Harold & Mimi Steinberg Charitable Trust is headquartered in New York, New York and files with the IRS under EIN 133383348.

How many years of IRS 990 filings does Harold & Mimi Steinberg Charitable Trust have?

Harold & Mimi Steinberg Charitable Trust has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $14.1M in total revenue.

Is the Harold & Mimi Steinberg Charitable Trust a good charity?

Based on the provided data, the Harold & Mimi Steinberg Charitable Trust appears to be a very good charity. It consistently reports zero officer compensation, maintains substantial assets, and its expenses are primarily directed towards its charitable purpose (grantmaking). The lack of fundraising expenses also suggests efficiency.

How does the trust manage its finances given fluctuating revenue?

The trust manages its finances through its substantial asset base, which was $59,285,819 in the latest period. While revenue fluctuates, including negative periods (e.g., $-2,640,636 in 202012), the trust draws from its endowment to cover expenses, which have ranged from approximately $3.4 million to $9.5 million annually, ensuring consistent grantmaking.

What is the trend in the trust's assets?

The trust's assets have shown a general downward trend over the long term, decreasing from $97,552,304 in 201112 to $59,285,819 in the latest period. However, there have been periods of stabilization and slight increases, such as from $60,933,581 in 202312 to $61,219,739 in 202212, before the latest reported value.

Filing History

IRS 990 filing history for Harold & Mimi Steinberg Charitable Trust showing financial trends over 10 years of public records:

Total assets decreased by 37.5% over the same period, from $97.6M to $60.9M. Total functional expenses fell by 27%, from $6.9M to $5.1M. In its most recent filing year (2023), Harold & Mimi Steinberg Charitable Trust reported a deficit of $286K, with expenses exceeding revenue. The organization holds $1 in liabilities against $60.9M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $60.9M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $4.8M $5.1M $60.9M $1 View 990
2022 $888K $3.4M $61.2M $1 View 990
2021 $6.5M $5.7M $63.7M $1 View 990
2020 $-2,640,636 $7.3M $62.9M $1 View 990
2019 $8.1M $8.1M $71.9M $1
2015 $-400,512 $9.5M $76.4M $0 View 990
2014 $6.9M $7.7M $86.4M $0 View 990
2013 $1.2M $7.8M $87.0M $1 View 990
2012 $2.5M $7.3M $92.8M $0 View 990
2011 $-4,144,570 $6.9M $97.6M $0 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $4.8M, expenses of $5.1M, and assets of $60.9M (revenue +437.8% year-over-year).
  • 2022: Revenue of $888K, expenses of $3.4M, and assets of $61.2M (revenue -86.3% year-over-year).
  • 2021: Revenue of $6.5M, expenses of $5.7M, and assets of $63.7M.
  • 2020: Revenue of $-2,640,636, expenses of $7.3M, and assets of $62.9M (revenue -132.5% year-over-year).
  • 2019: Revenue of $8.1M, expenses of $8.1M, and assets of $71.9M.
  • 2015: Revenue of $-400,512, expenses of $9.5M, and assets of $76.4M (revenue -105.8% year-over-year).
  • 2014: Revenue of $6.9M, expenses of $7.7M, and assets of $86.4M (revenue +481.0% year-over-year).
  • 2013: Revenue of $1.2M, expenses of $7.8M, and assets of $87.0M (revenue -52.7% year-over-year).
  • 2012: Revenue of $2.5M, expenses of $7.3M, and assets of $92.8M.
  • 2011: Revenue of $-4,144,570, expenses of $6.9M, and assets of $97.6M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Harold & Mimi Steinberg Charitable Trust:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Harold & Mimi Steinberg Charitable Trust is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

Other Nonprofits in New York

Explore more nonprofits based in New York with AI-powered transparency reports.

View all New York nonprofits →

Explore Related Nonprofits

Browse by State