BETA

KOLATCH FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
KOLATCH FAMILY FOUNDATION (EIN 13-3918276)
Tax period
2020-11-01 to 2021-10-31
Filed
2023-03-14
IRS object ID
202310739349100616
Schema version
2020v4.2
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)
Return2023-03-14T10:27:42-05:00ReturnTs
Tax Period End2021-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN134008324PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PRICEWATERHOUSECOOPERS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1300 MADISON AVEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100176204ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133918276EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KOLATCH FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKOLABusinessNameControlTxt
Phone3054400572PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1144 WALNUT STREETAddressLine1Txt
CityENGLEWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07631ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJONATHON L KOLATCHPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2015688005PhoneNum
Signature2023-03-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJONATHONPersonFirstNm
Person LastKOLATCHPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID M CHERILLPreparerPersonNm
PTINP00947291PTIN
Phone6464713000PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$140,116,153FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,705,499ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$2,659,482DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,659,482DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$723,095NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,359,130GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$723,095CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,250OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,250OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$7,089,326TotalRevAndExpnssAmt
Total Net Invst Incm$3,383,827TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Interest Rev And Expnss$6InterestRevAndExpnssAmt
Interest Net Invst Incm$6InterestNetInvstIncmAmt
Interest Adj Net Incm$0InterestAdjNetIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$55,830TaxesRevAndExpnssAmt
Taxes Net Invst Incm$159TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$56,288OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$56,288OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$112,124TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$56,453TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,031,237ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,031,237ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,143,361TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$56,453TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$6,031,237TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$945,965ExcessRevenueOverExpensesAmt
Net Investment Income$3,327,374NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$209,195CashBOYAmt
Cash EOY$1,144,079CashEOYAmt
Cash EOYFMV$1,144,079CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,404,109SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY-$461,260SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV-$461,260SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$5,849,070CorporateStockBOYAmt
Corporate Stock EOY$11,848,842CorporateStockEOYAmt
Corporate Stock EOYFMV$16,123,132CorporateStockEOYFMVAmt
Other Investments BOY$77,449,128OtherInvestmentsBOYAmt
Other Investments EOY$74,274,759OtherInvestmentsEOYAmt
Other Investments EOYFMV$123,310,202OtherInvestmentsEOYFMVAmt
Total Assets BOY$85,911,502TotalAssetsBOYAmt
Total Assets EOY$86,806,420TotalAssetsEOYAmt
Total Assets EOYFMV$140,116,153TotalAssetsEOYFMVAmt
Other Liabilities BOY$1,323,249OtherLiabilitiesBOYAmt
Other Liabilities EOY$1,313,052OtherLiabilitiesEOYAmt
Total Liabilities BOY$1,323,249TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,313,052TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$679,470CapitalStockBOYAmt
Capital Stock EOY$679,470CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$83,908,783RetainedEarningBOYAmt
Retained Earning EOY$84,813,898RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$84,588,253TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$85,493,368TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$85,911,502TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$86,806,420TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$84,588,253TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$945,965ExcessRevenueOverExpensesAmt
Other Increases$9,150OtherIncreasesAmt
Subtotal$85,543,368SubtotalAmt
Other Decreases$50,000OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$85,493,368TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
EPR PROPERTIESP2020-10-152021-10-20$776,377$333,499$442,878$442,878
LKQ CORPP2020-05-282021-08-12$256,507$139,400$117,107$117,107
MORGAN STANLEYP2020-05-282021-08-12$260,340$116,300$144,040$144,040
CHENIEREP2020-03-252021-04-23$802,500$556,875$245,625$245,625
TITAN GREEN LLCP2021-10-31$373,661-$373,661-$373,661
MORGAN STANLEYP2020-05-282021-08-27$263,406$116,300$147,106$147,106
FieldValueIRS element (for citing)
Capital Gain Net Income$723,095CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$46,250InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$46,250SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$46,250TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$100,473EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$100,473TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$54,223OverpaymentAmt
Applied To ES Tax$54,223AppliedToESTaxAmt
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 Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJONATHAN KOLATCHIndividualWithBooksNm
Phone3054400572PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1144 WALNUT STREETAddressLine1Txt
CityENGLEWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07631ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JONATHAN L KOLACTH
144 WALNUT STREETENGLEWOODNJ07631TRUSTEE5.00$0$0$0
MINDY S KOLATCH
390 WEST END AVENUE APT 10JNEW YORKNY10024TRUSTEE5.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
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$126,207,494AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,654,452AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$132,861,946TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$132,861,946AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,992,929CashDeemedCharitableAmt
Net Vl Noncharitable Assets$130,869,017NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,543,451MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,543,451MinimumInvestmentReturnAmt
Tax Based On Investment Income$46,250TaxBasedOnInvestmentIncomeAmt
Total Tax$46,250TotalTaxAmt
Distributable Before Adj$6,497,201DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$6,497,201DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$6,497,201DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,031,237ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$6,031,237QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$6,031,237AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,497,201DistributableAsAdjustedAmt
Undistributed Income PY$3,960,302UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$6,031,237QualifyingDistributionsAmt
Applied To Year1$3,960,302AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,070,935AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$4,426,266UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJONATHAN L KOLACTHContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ABOUT U OUTREACH
27-28 THOMSON AVE RETAIL UNIT 2LONG ISLAND CITYNY11101PCGENERAL SUPPORT$1,000
AMERICAN COMMITTEE FOR SHAARE ZEDEK
1040 AVENUE OF THE AMERICAS 23TH FLNEW YORKNY10018PCGENERAL SUPPORT$1,900
AMERICAN FRIENDS OF FEUERSTEIN INSTITUTE
697 WEST END AVE APT 13CNEW YORKNY10025PCGENERAL SUPPORT$10,000
BERGEN HATZALAH EMERGENCY MEDICAL
240 BROAD AVENUEENGLEWOODNJ07631PCGENERAL SUPPORT$33,333
BIKUR CHOLIM OF MANHATTAN
180 RIVERSIDE DRIVENYNY10024PCGENERAL SUPPORT$1,800
CASA NYC
48 WALL STREET 11TH FLOORNEW YORKNY10005PCGENERAL SUPPORT$15,000
CHABAD HOUSE BOWERY
353 BOWERYNEW YORKNY10003PCGENERAL SUPPORT$10,000
CLEAN AIR TASK FORCE
114 STATE STREETBOSTONMA02109PCGENERAL SUPPORT$10,000
COALITION FOR THE HOMELESS
129 FULTON STREETNEW YORKNY10038PCGENERAL SUPPORT$10,000
CONGREGATION AHAVATH TORAH
240 BROAD AVENUEENGLEWOODNJ07631PCGENERAL SUPPORT$62,901
CONGREGATION AHAVATH TORAH
240 BROAD AVENUEENGLEWOODNJ07631PCGENERAL SUPPORT$150
CONGREGATION AHAVATH TORAH
240 BROAD AVENUEENGLEWOODNJ07631PCGENERAL SUPPORT$175
CONGREGATION AHAVATH TORAH
240 BROAD AVENUEENGLEWOODNJ07631PCGENERAL SUPPORT$280
CONGREGATION AHAVATH TORAH
240 BROAD AVENUEENGLEWOODNJ07631PCGENERAL SUPPORT$36,018
CONGREGATION AHAVATH TORAH
240 BROAD AVENUEENGLEWOODNJ07631PCGENERAL SUPPORT$56
CONGREGATION AHAVATH TORAH
240 BROAD AVENUEENGLEWOODNJ07631PCGENERAL SUPPORT$18,000
CONGREGATION BETH ABRAHAM
396 NEW BRIDGE ROADBERGENFIELDNJ07621PCGENERAL SUPPORT$25,000
CONGREGATION OHAB ZEDEK
118 WEST 95TH STNYNY10025PCGENERAL SUPPORT$25,000
CONGREGATION OHAB ZEDEK
118 WEST 95TH STNYNY10025PCGENERAL SUPPORT$3,000
CONGREGATION RAMATH ORAH
550 WEST 110TH STNYNY10025PCGENERAL SUPPORT$3,000
DOROT
171 W 85TH STREETNEW YORKNY10024PCGENERAL SUPPORT$25,000
EAST HILL SYNAGOGUE
255 WALNUT STREETENGLEWOODNJ07631PCGENERAL SUPPORT$2,680
EMUNAH BET ELAZRAKI
315 WEST 36TH ST 2ND FLOORNYNY10018PCGENERAL SUPPORT$1,800
ENGLEWOOD MIKVAH
240 BROAD AVENUEENGLEWOODNJ07631PCGENERAL SUPPORT$1,000
ETZION FOUNDATION
111 GALWAY PLTEANECKNJ07666PCGENERAL SUPPORT$250,000
ETZION FOUNDATION
111 GALWAY PLTEANECKNJ07666PCGENERAL SUPPORT$250,000
FRIENDS OF YAD LAKASHISH
3275 W HILLSBORO BLVDDEERFIELD BEACHFL33442PCGENERAL SUPPORT$5,000
FROST SCIENCE MUSEUM
1101 BISCAYNE BLVDMIAMIFL33132PCGENERAL SUPPORT$279
HATZALAH OF THE WEST SIDE
131 WEST 86TH STNYNY10024PCGENERAL SUPPORT$10,000
HILLEL
800 EIGHTH STREET NWWASHINGTONDC20001PCGENERAL SUPPORT$20,000
JCC ON THE PALISADES
411 EAST CLINTON AVENUETENAFLYNJ07670PCGENERAL SUPPORT$2,500
JCC ON THE PALISADES
411 EAST CLINTON AVENUETENAFLYNJ07670PCGENERAL SUPPORT$1,640
JEWISH CENTER OF MANHATTAN
131 WEST 86TH STREETNYNY10024PCGENERAL SUPPORT$3,000
KRISTOF IMPACT
1637 16TH STREETSANTA MONICACA90404PCGENERAL SUPPORT$25,000
NEW YORK TIMES NEEDIEST CASES FUND
620 8TH AVNEUENEW YORKNY10018PCGENERAL SUPPORT$10,000
NO KID HUNGRY
1030 15TH STREET NW SUITE 1100 WWASHINGTONDC20005PCGENERAL SUPPORT$25,000
OHEL
1268 EAST 14TH STBROOKLYNNY11230PCGENERAL SUPPORT$10,000
ORA
551 WEST 181ST STREET 123NEW YORKNY10033PCGENERAL SUPPORT$5,000
PAYPAL GIVING FUND
1250 I STREET NW SUITE 1202WASHINGTONDC20005PCGENERAL SUPPORT$550
RAMAZ SCHOOL
114 EAST 85TH STREETNEW YORKNY10028PCGENERAL SUPPORT$10,000
REFUAT HANEFESH
PO BOX 210051CLEVELANDOH44121PCGENERAL SUPPORT$10,000
SHARSHERET
240 BROAD AVENUEENGLEWOODNJ07631PCGENERAL SUPPORT$10,000
SINAI SCHOOLS
1485 TEANECK ROAD SUITE 300TEANECKNJ07666PCGENERAL SUPPORT$5,400
TEACH NJ (TEACH COALITION)
150 BRAODWAYNYNY10038PCGENERAL SUPPORT$10,000
THE BLUE CARD
171 MADISON AVENUENEW YORKNY10016PCGENERAL SUPPORT$15,000
THE COMMUNITY CHEST OF ENGLEWOOD
97 ENGLE STREETENGLEWOODNJ07631PCGENERAL SUPPORT$1,000
THE NATIONAL PHILANTHROPIC TRUST
165 TOWNSHIP LINE ROAD SUITE 1200JENKINTOWNPA19046PCGENERAL SUPPORT$5,000,000
THE WASHINGTON INSITUTE FOR NEW EAST POLICY
1828 L STREET NW SUITE 1050WASHINGTONDC20036PCGENERAL SUPPORT$25,000
THE WASHINGTON INSITUTE FOR NEW EAST POLICY
1828 L STREET NW SUITE 1050WASHINGTONDC20036PCGENERAL SUPPORT$4,500
THE WHITNEY MUSEUM
99 GANSEVOORT STNEW YORKNY10014PCGENERAL SUPPORT$275
YESHIVA UNIVERSITY
500 WEST 185TH STREETNEW YORKNY10033PCGENERAL SUPPORT$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,031,237TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,659,482ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,250ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$723,095ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,383,827ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,383,827TotalIncomeProducingActyAmt

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 PersonJONATHAN KOLATCHContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1144 WALNUT STREETAddressLine1Txt
CityENGLEWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07631ZIPCd
FieldValueIRS element (for citing)
Total Contributions$4,556,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property15,000 SHARES OF EPR, 5,000 SHARES OF MS & 5,000 SHARES OF LQKNoncashPropertyDesc
Fair Market Value$1,556,000FairMarketValueAmt
Received2021-08-11ReceivedDt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationNEW JERSEY DOES NOT REQUIRE REPORTING IF THE FOUNDATION DOES NOT ENGAGE IN THIRD PARTY SOLICITATION.ExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
601 SHS ALPHABET INC CMN CL C$485,130$1,782,211
400 SHS BANK OF AMERICA CORP$13,069$19,112
6,000 SHS CITIGROUP INC CMN$364,020$414,960
4,189 SHS CVS$335,120$373,994
5,000 SHS GLOBAL LIGHT TELECOM$67,763$1
5,000,000 STONEMOR INC 8.5% 05/15/2029 PVT 144A PVT SR LIEN$5,000,000$5,165,000
85,553 REPUBLIC OF ARGENTINA 1.0% 07/09/2029 SR LIEN$46,413$31,228
1,631,370 REPUBLIC OF ARGENTINA STEP 01/09/2038 SR LIEN 0.125% 09/04/20-07/0$830,367$593,134
12,540 SPDR S&P 500 ETF TRUST$2,825,638$5,758,995
5,000 TELECOM ARGENTINA S.A. TELECOM S.A. SPONSORED ADR REP 5 CL B$89,425$25,250
10,000 THE FINANCIAL SELECT SECTOR SPDR FUND$235,250$402,600
1,556,647 FIDELITY GOVERMENT MONEY MARKET$1,556,647$1,556,647

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (17 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
4,000,000 FINEPOINT CAPITAL PTFMV$4,418,120$5,221,862
2,501,406 BOREALIS STRATEGICFMV$2,501,406$3,132,254
2,000,000 BLOCKTOWER GAMMA POINT OFFSHORE FUNDFMV$2,000,000$2,041,072
5,000,000 SANDALWOOD OVERSEAS FUND SCP LTDFMV$5,000,000$6,336,853
1,425,434 SANDALWOOD PRIVATE PARTNERSHIP II, LP - PERCEPTIVE CREDIT OPPORTUNFMV$1,425,434$1,557,866
32,419,500 REDWOOD OFFSHORE OPPORTUNITY FUND LTDFMV$32,419,500$78,628,334
MINDGEEK 9.93%FMV$4,060,561$3,942,224
7,069,071 S3AT COST$7,069,071$7,069,071
500,000 MAXIMAT COST$500,000$500,000
4,309,523 NEW GABLESAT COST$4,309,523$4,309,523
442,709 TITANAT COST$442,709$442,708
UPPER90 IIAT COST$552,148$552,148
UPPER90 SPV IAT COST$1,350,000$1,350,000
1,519,287 COLUMBA/CATALURAT COST$1,519,287$1,519,287
1,207,000 LACERTAAT COST$1,207,000$1,207,000
3,000,000 HALSEYAT COST$3,000,000$3,000,000
2,500,000 ORANGE GROVEAT COST$2,500,000$2,500,000

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescMEANINGFUL MACHINES WRITEOFFDesc
Amt$50,000Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OTHER EXPENSES$28,800$28,800$0$0
MANAGEMENT FEE$27,488$27,488$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INVESTMENT INCOMEDesc
Revenue And Expenses Per Books$1,250RevenueAndExpensesPerBooksAmt
Net Investment Income$1,250NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED FOREIGN CURRENCY GAINDesc
Amt$9,150Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
LOANS PAYABLE$1,273,857$1,263,660
-1,981 SHS GLOBALSTAR TELECOMMUNICATION$49,392$49,392

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAXES$55,671$0$0$0
GOLDMAN SACHS - FOREIGN TAXES$159$159$0$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.