KATCHER FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- KATCHER FAMILY FOUNDATION INC (EIN 65-0715498)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-15
- IRS object ID
- 202511359349102526
- Schema version
- 2024v5.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T10:18:35-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 545 NW 26TH ST STE 800 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331274333 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650715498 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATCHER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KATC | BusinessNameControlTxt |
| Phone | 9545952974 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4197 DOUGLAS ROAD | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33133 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERALD KATCHER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9545952974 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN M DIAZ | PreparerPersonNm |
| PTIN | P01070164 | PTIN |
| Phone | 3053757400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $778,631 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,048,736 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $12,367 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,367 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$83,589 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $529,657 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,075 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $979,589 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,367 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,472 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,236 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $10,236 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $240 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $296,048 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $316,760 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,236 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,236 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $260,493 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $260,493 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $577,253 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,236 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $270,729 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $402,336 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,131 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,729 | CashBOYAmt |
| Cash EOY | -$5,829 | CashEOYAmt |
| Cash EOYFMV | -$5,829 | CashEOYFMVAmt |
| Corporate Stock BOY | $200,151 | CorporateStockBOYAmt |
| Corporate Stock EOY | $639,548 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $783,864 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $25,920 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $596 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $596 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $238,800 | TotalAssetsBOYAmt |
| Total Assets EOY | $634,315 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $778,631 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $238,800 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $634,315 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $238,800 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $634,315 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $238,800 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $402,336 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $641,136 | SubtotalAmt |
| Other Decreases | $6,821 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $634,315 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 375 SHS AES CORP | 2024-01-23 | 2024-01-29 | $6,240 | $6,300 | -$60 | -$60 |
| 2,975 SHS AES CORP | 2024-01-23 | 2024-05-01 | $53,491 | $49,980 | $3,511 | $3,511 |
| 240 SHS ALPHABET INC | 2024-01-23 | 2024-07-19 | $42,882 | $35,122 | $7,760 | $7,760 |
| 154 SHS ALPHABET INC | 2024-01-23 | 2024-08-29 | $25,126 | $22,537 | $2,589 | $2,589 |
| 135 SHS ALPHABET INC | 2024-01-23 | 2024-12-10 | $24,579 | $19,756 | $4,823 | $4,823 |
| 53 SHS MICROSOFT CORP | 2024-01-23 | 2024-03-07 | $21,486 | $21,023 | $463 | $463 |
| 60 SHS MICROSOFT CORP | 2024-01-23 | 2024-06-20 | $26,528 | $23,799 | $2,729 | $2,729 |
| 185 SHS MICROSOFT CORP | 2024-01-23 | 2024-08-12 | $75,128 | $73,381 | $1,747 | $1,747 |
| 60 SHS MICROSOFT CORP | 2024-01-23 | 2024-10-15 | $24,870 | $23,799 | $1,071 | $1,071 |
| 120 SHS MICROSOFT CORP | 2024-01-23 | 2024-11-14 | $51,141 | $47,599 | $3,542 | $3,542 |
| 120 SHS MICROSOFT CORP | 2024-01-23 | 2024-11-21 | $49,595 | $47,599 | $1,996 | $1,996 |
| 55 SHS MICROSOFT CORP | 2024-01-23 | 2024-12-10 | $24,535 | $21,816 | $2,719 | $2,719 |
| 75.432 SHS VANGAURD FIXED INCOME | 2024-01-30 | $769 | $757 | $12 | $12 | |
| 1,650 SHS MFA FINL INC | 2024-03-14 | 2024-06-05 | $17,533 | $46,398 | -$28,865 | -$28,865 |
| 2,313.388 SHS VANGAURD FIXED INCOME | 2024-01-30 | $23,594 | $24,641 | -$1,047 | -$1,047 | |
| 4,400 SHS MFA FINL INC | 2010-09-27 | 2024-03-28 | $49,953 | $119,074 | -$69,121 | -$69,121 |
| 350 SHS MFA FINL INC | 2010-09-27 | 2024-06-05 | $3,719 | $9,472 | -$5,753 | -$5,753 |
| 750 SHS MAF FINL INC | 2010-09-27 | 2024-07-19 | $8,488 | $20,193 | -$11,705 | -$11,705 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$83,589 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $32,902 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $36 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $36 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6 | OverpaymentAmt |
| Applied To ES Tax | $6 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GERALD KATCHER | IndividualWithBooksNm |
| Phone | 9545952974 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4197 DOUGLAS ROAD | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GERALD KATCHER | ||||||||
| 4197 DOUGLAS ROAD | MIAMI | FL | 33133 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JANE KATCHER | ||||||||
| 4197 DOUGLAS ROAD | MIAMI | FL | 33133 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LESLEY HELLER | ||||||||
| 3 SHORE ROAD | RYE | NY | 10580 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $952,638 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,736 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $972,374 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $972,374 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,586 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $957,788 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,889 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,889 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30 | TotalTaxAmt |
| Distributable Before Adj | $47,859 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $47,859 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $47,859 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $270,729 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $270,729 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,859 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $209,756 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr1 | $1,431 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $211,187 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $270,729 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $47,859 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $222,870 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $434,057 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $209,756 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $224,301 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,431 | ExcessFromYear1Amt |
| Excess From Current Year | $222,870 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GERALD KATCHER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GERALD KATCHER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4197 DOUGLAS ROAD | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9545952974 | RecipientPhoneNum |
| Form And Info And Materials | PROVIDED UPON INITIAL CONTACT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PROVIDED UPON INITIAL CONTACT | SubmissionDeadlinesTxt |
| Restrictions On Awards | PROVIDED UPON INITIAL CONTACT | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN FOLK ART MUSEUM | ||||||
| 2 LINCOLN SQUARE | NEW YORK | NY | 10023 | PC | FUNDING FOR CHARITABLE PURPOSES | $11,043 |
| CENTRAL PARK CONSERVANCY INC | ||||||
| 14 E 60TH STREET 8TH FL | NEW YORK | NY | 10022 | PC | FUNDING FOR CHARITABLE PURPOSES | $1,000 |
| MUSEUM OF THE CITY OF NY | ||||||
| 1220 5TH AVENUE | NEW YORK | NY | 10029 | PC | FUNDING FOR CHARITABLE PURPOSES | $150 |
| NEW YORK LANDMARKS CONSERVANCY INC | ||||||
| 1 WHITEHALL STREET FL 21 | NEW YORK | NY | 10004 | PC | FUNDING FOR CHARITABLE PURPOSES | $500 |
| HUNTER COLLEGE FOUNDATION INC | ||||||
| 695 PARK AVENUE ROOM E1313 | NEW YORK | NY | 10065 | PC | FUNDING FOR CHARITABLE PURPOSES | $5,000 |
| NEW YORK HISTORICAL SOCIETY | ||||||
| 170 CENTRAL PARK W | NEW YORK | NY | 10024 | PC | FUNDING FOR CHARITABLE PURPOSES | $6,000 |
| NEW ISRAEL FUND | ||||||
| 1320 19TH STREET NW STE 1400 | WASHINGTON | DC | 20036 | PC | FUNDING FOR CHARITABLE PURPOSES | $60,000 |
| BAPTIST HEALTH SOUTH FLORIDA FOUNDATION INC | ||||||
| 6855 RED ROAD STE 600 | CORAL GABLES | FL | 33143 | PC | FUNDING FOR CHARITABLE PURPOSES | $15,000 |
| THE ORGANIZATION FOR SOCIAL MEDIA SAFETY | ||||||
| 6520 PLATT AVENUE SUITE 914 | WEST HILLS | CA | 91307 | PC | FUNDING FOR CHARITABLE PURPOSES | $7,500 |
| 92ND STREET Y | ||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | PC | FUNDING FOR CHARITABLE PURPOSES | $3,000 |
| FRIENDS OF WLRN INC | ||||||
| 172 NE 15TH STREET 2ND FLOOR | MIAMI | FL | 33132 | PC | FUNDING FOR CHARITABLE PURPOSES | $2,500 |
| KCRW FOUNDATION INC | ||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 90405 | PC | FUNDING FOR CHARITABLE PURPOSES | $5,000 |
| MIAMI CITY BALLET INC | ||||||
| 2200 LIBERTY AVENUE | MIAMI BEACH | FL | 33139 | PC | FUNDING FOR CHARITABLE PURPOSES | $1,000 |
| CARNEGIE HILL NEIGHBORS INC | ||||||
| 1326 MADISON AVENUE GARDEN LEVEL | NEW YORK | NY | 10128 | PC | FUNDING FOR CHARITABLE PURPOSES | $2,500 |
| NEW WORLD SYMPHONY INC | ||||||
| 500 17TH STREET | MIAMI BEACH | FL | 33139 | PC | FUNDING FOR CHARITABLE PURPOSES | $30,000 |
| METROPOLITAN MUSEUM OF ART | ||||||
| 1000 5TH AVENUE | NEW YORK | NY | 10028 | PC | FUNDING FOR CHARITABLE PURPOSES | $2,500 |
| LOYOLA UNIVERSITY OF CHICAGO | ||||||
| 820 N MICHIGAN AVE | CHICAGO | IL | 60611 | PC | FUNDING FOR CHARITABLE PURPOSES | $1,000 |
| NEW HAMPSHIRE AUTOMOBILE DEALERS ASSOCIATION INC | ||||||
| 507 SOUTH STREET | BOW | NH | 03304 | PC | FUNDING FOR CHARITABLE PURPOSES | $300 |
| SEVEN ARROWS ELEMENTARY SCHOOL | ||||||
| 15240 LA CRUZ DRIVE | PACIFIC PALISADES | CA | 90272 | PC | FUNDING FOR CHARITABLE PURPOSES | $10,000 |
| THE NEST SCHOOL | ||||||
| 103 N ANITA AVENUE | LOS ANGELES | CA | 90049 | PC | FUNDING FOR CHARITABLE PURPOSES | $10,000 |
| NPR FOUNDATION | ||||||
| 1111 N CAPITOL STREET NE | WASHINGTON | DC | 20002 | PC | FUNDING FOR CHARITABLE PURPOSES | $25,000 |
| NEW YORK PUBLIC RADIO | ||||||
| 160 VARICK STREET 9TH FLOOR | NEW YORK | NY | 10013 | PC | FUNDING FOR CHARITABLE PURPOSES | $25,000 |
| YALE UNIVERSITY - FRIENDS OF AMERICAN ART AT YALE | ||||||
| 157 CHURCH STREET | NEW HAVEN | CT | 06510 | PC | FUNDING FOR CHARITABLE PURPOSES | $6,000 |
| YALE UNIVERSITY ART GALLERY | ||||||
| 157 CHURCH STREET | NEW HAVEN | CT | 06510 | PC | FUNDING FOR CHARITABLE PURPOSES | $10,000 |
| MAHLER FOUNDATION | ||||||
| 1362 PACIFIC AVENUE | SANTA CRUZ | CA | 95060 | PC | FUNDING FOR CHARITABLE PURPOSES | $5,000 |
| SHAKER MUSEUM AND LIBRARY | ||||||
| PO BOX 328 | CHATHAM | NY | 10237 | PC | FUNDING FOR CHARITABLE PURPOSES | $500 |
| THE ROCKEFELLER UNIVERSITY | ||||||
| 1230 YORK AVENUE | NEW YORK | NY | 10065 | PC | FUNDING FOR CHARITABLE PURPOSES | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $260,493 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,367 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,075 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$83,589 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $12,367 | ExclusionAmt |
| Related Or Exempt Function Incm | -$81,514 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$69,147 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 7 | LINE 7 INCLUDES INCOME FROM NON DIVIDEND DISTRIBUTIONS, SUCH INCOME |
| 7 | WAS EXCLUDED FROM GROSS INCOME |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| GERALD KATCHER | |||||||
| 1 | 4197 DOUGLAS RD | MIAMI | FL | 33133 | $10,000 | Yes (X) | |
| ANA REYNA AND ELENA ROSSI JOINT REVOCABLE TRUST | |||||||
| 2 | 4197 DOUGLAS RD | MIAMI | FL | 33133 | $1,035,833 | Yes (X) | |
| ANA REYNA AND ELENA ROSSI JOINT REVOCABLE TRUST | |||||||
| 3 | 4197 DOUGLAS RD | MIAMI | FL | 33133 | $2,902 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 3,350 SHS AES CORP; 2,285 SHS ALPHABET INC; 1,000 SHS BLACKSTONE GROUP INC; 1,315 SHS MICROSFT CORP | NoncashPropertyDesc |
| Fair Market Value | $1,035,833 | FairMarketValueAmt |
| Received | 2024-01-23 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & LEGAL FEES | CategoryTxt |
| Amt | $20,472 | Amt |
| Net Investment Income | $10,236 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10,236 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MFA FINANCIAL | StockNm |
| EOY Book Value | $639,548 | EOYBookValueAmt |
| EOYFMV | $783,864 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | DIVIDENDS RECEIVABLE | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $596 | BookValueAmt |
| EOYFMV | $596 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PY ADJUSTMENT | Desc |
| Amt | $6,821 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INCOME TAX | $25 | $0 | $0 | $0 |
| LICENSES AND FEES | $75 | $0 | $0 | $0 |
| MISC EXPENSE | $83 | $0 | $0 | $0 |
| TRUST REIMBURSEMENTS | $7,385 | $0 | $0 | $0 |
| NEW PUBLICATION | $131,700 | $0 | $0 | $0 |
| FOLK ART EDUCATION PROJECT | $156,780 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DIVIDEND DISTRIBUTION | Desc |
| Revenue And Expenses Per Books | $2,075 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANA REYNA AND ELENA ROSSI JOINT REVOCABLE TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4197 DOUGLASE ROAD | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33133 | ZIPCd |
Comments