KATZ FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
KATZ FOUNDATION (EIN 22-3336393)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-06-03
IRS object ID
202621549349100702
Schema version
2025v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-06-03T07:21:22-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY ADVISORY GROUP LPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11650 MARKET STREET SUITE 4500AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP191037341ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223336393EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KATZ FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O DREW KATZBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlKATZBusinessNameControlTxt
Phone8566676440PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1905 N KINGS HWYAddressLine1Txt
CityCHERRY HILLCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08034ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDREW KATZPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone8566676440PhoneNum
Signature2026-05-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL S KEHOE CPAPreparerPersonNm
PTINP00096004PTIN
Phone2159720701PhoneNum
Preparation2026-05-29PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$19,121,329FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,699,117ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$1,295,010DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,295,010DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$3,280NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,203,713GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$7,359OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$7,359OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$4,998,206TotalRevAndExpnssAmt
Total Net Invst Incm$1,302,369TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$8,936LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,100AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$200,000OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$29,991TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$9,140OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$9,140OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$252,167TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,140TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,276,957ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,276,957ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,529,124TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,140TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,276,957TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,469,082ExcessRevenueOverExpensesAmt
Net Investment Income$1,293,229NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$319,292CashBOYAmt
Cash EOY$80,014CashEOYAmt
Cash EOYFMV$80,014CashEOYFMVAmt
Sav And Temp Cash Invst BOY$6,203,990SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$7,906,631SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$7,906,631SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$10,378,087OtherInvestmentsBOYAmt
Other Investments EOY$11,383,806OtherInvestmentsEOYAmt
Other Investments EOYFMV$11,134,684OtherInvestmentsEOYFMVAmt
Total Assets BOY$16,901,369TotalAssetsBOYAmt
Total Assets EOY$19,370,451TotalAssetsEOYAmt
Total Assets EOYFMV$19,121,329TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$16,901,369NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$19,370,451NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$16,901,369TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$19,370,451TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$16,901,369TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$19,370,451TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$16,901,369TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,469,082ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$19,370,451SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$19,370,451TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
HPS CORPORATE LENDING FUNDP2023-11-302025-12-31$1,504,175$1,504,175$0$0
US TREASURIESP2023-06-062025-03-27$299,886$300,431-$545-$545
US TREASURIESP2023-06-062025-04-30$2,200,000$2,203,157-$3,157-$3,157
US TREASURIESP2023-06-062025-06-25$2,199,652$2,199,230$422$422
FieldValueIRS element (for citing)
Capital Gain Net Income-$3,280CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$17,976InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$17,976SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$17,976TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$23,520EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$6,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$29,520TotalPaymentsAndCreditsAmt
Es Penalty$1EsPenaltyAmt
Overpayment$11,543OverpaymentAmt
Applied To ES Tax$11,543AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDREW KATZIndividualWithBooksNm
Phone8566676440PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1905 N KINGS HWYAddressLine1Txt
CityCHERRY HILLCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08034ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonDREW KATZPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1905 N KINGS HWYAddressLine1Txt
CityCHERRY HILLCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08034ZIPCd
FieldValueIRS element (for citing)
TitleDIRECTORTitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHARTERING SOLUTIONS FOR NJBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1104 GREENLEIGH CTAddressLine1Txt
CityMERCHANTVILLECityNm
State AbbreviationNJStateAbbreviationCd
ZIP08109ZIPCd
FieldValueIRS element (for citing)
Service TypeMANAGEMENT AND CONSULTINGServiceTypeTxt
Compensation$200,000CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$10,740,767AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$199,653AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$7,906,631FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$18,847,051TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$18,847,051AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$282,706CashDeemedCharitableAmt
Net Vl Noncharitable Assets$18,564,345NetVlNoncharitableAssetsAmt
Minimum Investment Return$928,217MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$928,217MinimumInvestmentReturnAmt
Tax Based On Investment Income$17,976TaxBasedOnInvestmentIncomeAmt
Total Tax$17,976TotalTaxAmt
Distributable Before Adj$910,241DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$910,241DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$910,241DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,276,957ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,276,957QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$910,241DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,513,415ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,624,553ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$801,069ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,343,021ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,654,014ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,936,072TotalExcessDistributionCyovAmt
Qualifying Distributions$2,276,957QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$910,241AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,366,716RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$8,302,788TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,513,415ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$6,789,373ExcessDistriCyovToNextYrAmt
Excess From Year4$1,624,553ExcessFromYear4Amt
Excess From Year3$801,069ExcessFromYear3Amt
Excess From Year2$1,343,021ExcessFromYear2Amt
Excess From Year1$1,654,014ExcessFromYear1Amt
Excess From Current Year$1,366,716ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDREW KATZContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
A LITTLE HOPE
20 STERLING RDARMONKNY10504PCCHARITABLE DONATION$2,500
BOROUGH OF LONGPORT
2305 ATLANTIC AVELONGPORTNJ08403PCCHARITABLE DONATION$25,000
CAMDEN SCHOOLS FOUNDATION
PO BOX 142CAMDENNJ08101PCCHARITABLE DONATION$3,500
COLUMBIA UNIVERSITY
116TH ST BROADWAYNEW YORKNY10027PCCHARITABLE DONATION$200,000
CONGREGATION BETH EL
8000 MAIN STREETVOORHEESNJ08403PCCHARITABLE DONATION$129,640
DREAM
1991 SECOND AVENUENEW YORKNY10029PCCHARITABLE DONATION$6,500
EAGLES AUTISM FOUNDATION
ONE NOVACARE WAYPHILADELPHIAPA19145PCCHARITABLE DONATION$30,000
EARL MONROE NRBCS
1617 PARKVIEW AVEBRONXNY10461PCCHARITABLE DONATION$15,000
HOSTOS COMMUNITY COLLEGE
500 GRAND CONCOURSEBRONXNY10451PCCHARITABLE DONATION$5,000
ISRAEL TENNIS AND EDUCATION CENTERS FOUNDATION
3275 WEST HILLSBORO BLVDDEERFIELD BEACHFL33442PCCHARITABLE DONATION$5,000
JEWISH COMMUNITY PROJECT OF LOWER MANHATTAN
146 DUANE STREETNEW YORKNY10013PCCHARITABLE DONATION$20,000
KATZ JCC
1301 SPRINGDALE ROADCHERRY HILLNJ08003PCCHARITABLE DONATION$11,800
LONGPORT POLICEMEN'S BENEVOLENT ASSOCIATION
2305 ATLANTIC AVELONGPORTNY08403PCCHARITABLE DONATION$1,000
LONGPORT SCHOLARSHIP FUND
16 S 33RD AVENUELONGPORTNY08403PCCHARITABLE DONATION$1,000
LONGPORT VOLUNTEER FIRE DEPARTMENT
2301 ATLANTIC AVELONGPORTNJ08403PCCHARITABLE DONATION$1,500
MAIMONIDES MEDICAL CENTER
4802 TENTH AVENUEBROOKLYNNY11219PCCHARITABLE DONATION$10,000
MAKE THE WORLD BETTER
1400 GERMANTOWN AVEPHILADELPHIAPA19122PCCHARITABLE DONATION$600
MARJORIE AND LEWIS KATZ JCC
501 N JEROME AVEMARGATENJ08402PCCHARITABLE DONATION$44,417
SAFETY IN GROUPS
6 ARTISAN WAYCHERRY HILLNJ08003PCCHARITABLE DONATION$25,000
TARA MILLER MELANOMA FOUNDATION
PO BOX 3154MARGATENJ08402PCCHARITABLE DONATION$30,000
TEMPLE UNIVERSITY
1330 POLETT WALKPHILADELPHIAPA19122PCCHARITABLE DONATION$1,500,000
THE PHILADELPHIA CITIZEN
2400 MARKET STPHILADELPHIAPA19103PCCHARITABLE DONATION$5,000
THE RENDELL CENTER
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCCHARITABLE DONATION$5,000
UNIVERSITY OF SOUTHERN CALIFORNIA
3607 TROUSDALE PARKWAYLOS ANGELESCA90089PCCHARITABLE DONATION$50,000
URBANPROMISE MINISTRIES
3700 RUDDEROW STREETPENNSAUKENNJ08105PCCHARITABLE DONATION$20,000
WILSON DISEASE ASSOCIATION
5572 N VIVERSEY BLVDMILWAUKEEWI53217PCCHARITABLE DONATION$10,000
DEVILS YOUTH FOUNDATION
25 LAFAYETTE STNEWARKNJ07102PCCHARITABLE DONATION$10,000
ADL
605 THIRD AVENUENEW YORKNY10158PCCHARITABLE DONATION$25,000
RIVERDALE COUNTRY SCHOOL
5250 FIELDSTON ROADBRONXNY10471PCCHARITABLE DONATION$25,000
UJA FEDERATION
130 E 59TH STNEW YORKNY10022PCCHARITABLE DONATION$5,000
IS KOSLOFF TORAH ACADEMY HIGH SCHOOL FOR GIRLS
50 MONTGOMERY AVEBALA CYNWYDPA19004PCCHARITABLE DONATION$2,500
BOOKSMILES
7300 N CRESENT BLVD UNIT 10PENNSAUKENNJ08110PCCHARITABLE DONATION$1,000
XAVIER UNIVERSITY OF THE LOUISIANA
1 DREXEL DRNEW ORLEANSLA70125PCCHARITABLE DONATION$10,000
DOROTHY I HEIGHT EDUCATION FOUNDATION
633 PENNSYLVANIA AVE NW 3RD FLOORWASHINGTONDC20004PCCHARITABLE DONATION$10,000
HEART OF MARY SCHOOL
310 SENGSTAK STMOBILEAL36603PCCHARITABLE DONATION$10,000
JUNIATA VALLEY COUNCIL
9 TAYLOR DRIVEREEDSVILLEPA17084PCCHARITABLE DONATION$5,000
REEDS FARM
5075 SPRUCE AVEEGG HARBOR TOWNSHIPNJ08234PCCHARITABLE DONATION$1,000
PROJECT ALS
2585 BROADWAY SUITE 202NEW YORKNY10025PCCHARITABLE DONATION$5,000
NORTHWELL FOUNDATION
2000 MARCUS AVENUENEW HYDE PARKNY11042PCCHARITABLE DONATION$5,000
NATIONAL CONSITUTION CENTER
525 ARCH STREETPHILADELPHIAPA19106PCCHARITABLE DONATION$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,276,957TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,295,010ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,359ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$3,280ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,299,089ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,299,089TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LEWIS KATZ CHARITABLE LEAD TRUSTBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1905 N KINGS HWYAddressLine1Txt
CityCHERRY HILLCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08034ZIPCd
FieldValueIRS element (for citing)
Total Contributions$3,699,117TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,100Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
INVESTMENT IN LENDING FUNDFMV$2,000,000$2,003,231
INVESTMENT IN INVESTMENT FUNDSFMV$9,383,806$9,131,453

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$8,936LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT EXPENSESDesc
Revenue And Expenses Per Books$9,140RevenueAndExpensesPerBooksAmt
Net Investment Income$9,140NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescINVESTMENT INCOMEDesc
Revenue And Expenses Per Books$7,359RevenueAndExpensesPerBooksAmt
Net Investment Income$7,359NetInvestmentIncomeAmt
Adjusted Net Income$7,359AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$200,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$29,991Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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