The Robert K Steel Family Foundation

EIN 13-3531990 • Albany, NY

c/o Ayco Company LP PO Box 15201Albany, NY 12212-5201

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2024

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2024

38%

Higher net margin than 84% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

-5.4%

Faster asset growth than 25% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

-61%

Faster revenue growth than 5% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets43rd percentile

Assets

Down

$951,778

Down $54,772 (-5.4%) from 2023

Liabilities

Flat

Flat from 2023

Net Assets

Down

$951,778

Down $54,772 (-5.4%) from 2023

Operations

Liabilities / Revenue44th percentile Net Margin84th percentile

Revenue

Down

$574,589

Down $914,322 (-61%) from 2023

Expenses

Down

$355,100

Down $1,290,141 (-78%) from 2023

Net Income

$219,489

Up $375,819 (+240%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth25th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

Highlighted filing

2024

Assets$951,778

Liabilities$0

Net Assets$951,778

Open 2024 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2024

Revenue$574,589

Expenses$355,100

Net Income$219,489

Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $951,778
Liabilities: $0
Net assets: $951,778
Revenue: $574,589
Expenses: $355,100
Net income: $219,489

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$0.95	$0.00	$0.95	$0.57	$0.36	$0.22
2023Detailed filing. Detailed filing data is available for this year.	$1.01	$0.00	$1.01	$1.49	$1.65	$0.16
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.16	$0.00	$1.16	$4.73	$2.96	$1.77
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.67	$0.00	$1.67	$7.29	$5.12	$2.17
2020Detailed filing. Detailed filing data is available for this year.	$3.04	$0.00	$3.04	$1.27	$3.38	$2.11
2019Summary only. Only limited summary data is available for this year.	$6.78	$0.00		$5.61	$4.17	$1.44
2015Summary only. Only limited summary data is available for this year.	$8.75	$0.00		$0.76	$2.22	$1.46
2014Summary only. Only limited summary data is available for this year.	$10.2	$0.00		$0.43	$1.26	$0.83
2013Summary only. Only limited summary data is available for this year.	$11.0	$0.00		$0.54	$1.49	$0.95
2012Summary only. Only limited summary data is available for this year.	$12.0	$0.00		$2.91	$3.05	$0.14
2011Summary only. Only limited summary data is available for this year.	$12.1	$0.00		$8.27	$4.99	$3.28

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: May 1, 2023 to Apr 30, 2024
Signed: Sep 15, 2024
Return Version: 2023v5.1

Compensation and Service Providers

Top Officer Pay58th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
GILLIAN V STEEL	Trustee	-	$0	-	-
ROBERT K STEEL	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Robert K Steel Family Foundation
EIN: 13-3531990
In Care Of: % THE AYCO COMPANY LP
Phone: 5188864000
Address: c/o Ayco Company LP PO Box 15201, Albany, NY 12212-5201

Signing Officer

Name: Gillian Steel
Title: Trustee
Phone: 5188864000
Signed: 2024-09-15
Discuss with paid preparer: Yes

Preparer

Firm: Ernst & Young US Llp
Address: ONE MANHATTAN WEST, NEW YORK, NY 10001
Preparer: Christine W Diionna
Phone: 2127733000

Raw XML Appendix330 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	545 W 30TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	717 Fifth Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	570 Lexington Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	99 Gansevoort Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	100011309
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	10022
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	10022
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	10014
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	355000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	24128
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	24128
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	1569807
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	2859754
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	4997357
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	3175378
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	3859037
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	3859037
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	12933268
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	330972
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	1569807
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	2859754
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	4997357
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	3175378
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2019
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	355100
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	330972
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	16792305
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	16461333
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	1	2
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	ROBERT STEEL
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	1	ROBERT STEEL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	C/o PO BOX 15201
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	1	C/o PO BOX 15201
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	ALBANY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	1	ALBANY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	1	NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	122125201
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	1	122125201
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	1	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	10000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	1	299211
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	0	2
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	0	299211
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	0	1,810 SHARES OF ISHARES RUSSELL
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	0	2023-12-29
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	0
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	1	274261
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	APPRECIATION OVER DONOR'S COST BASIS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	1	FOR STOCK DONATED TO THE FOUNDATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	100
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	PARTNERSHIP INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	8633
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	8633
TaxesSchedule/TaxesDetail/CategoryTxt	0	EXCISE TAXES PAID
ReturnHeader/BuildTS	0	2024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	GILLIAN STEEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5188864000
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2024-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	The Robert K Steel Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	ROBE
ReturnHeader/Filer/EIN	0	133531990
ReturnHeader/Filer/InCareOfNm	0	% THE AYCO COMPANY LP
ReturnHeader/Filer/PhoneNum	0	5188864000
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	c/o Ayco Company LP PO Box 15201
ReturnHeader/Filer/USAddress/CityNm	0	Albany
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NY
ReturnHeader/Filer/USAddress/ZIPCd	0	122125201
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	ONE MANHATTAN WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	10001
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2127733000
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2025-03-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	CHRISTINE W DIIONNA
ReturnHeader/ReturnTs	0	2024-11-11T06:16:20-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2023-05-01
ReturnHeader/TaxPeriodEndDt	0	2024-04-30
ReturnHeader/TaxYr	0	2023

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