KATZ FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
KATZ FOUNDATION (EIN 22-3336393)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-10-30
IRS object ID
202343039349100719
Schema version
2022v5.0
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)
Return2023-10-30T11:24:31-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY US LLPBusinessNameLine1Txt

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 Begin2022-01-01TaxPeriodBeginDt

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
Signature2023-10-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDREWPersonFirstNm
Person LastKATZPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL S KEHOE CPAPreparerPersonNm
PTINP00096004PTIN
Phone2159720701PhoneNum
Preparation2023-10-26PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$12,253,420FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,695,663ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$307,714DividendsRevAndExpnssAmt
Dividends Net Invst Incm$307,714DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$83,196NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,733,394GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$83,196CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$140,800OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$140,800OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$4,227,373TotalRevAndExpnssAmt
Total Net Invst Incm$531,710TotalNetInvstIncmAmt
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$19,462LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,300AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$100AccountingFeesNetInvstIncmAmt
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$13,179TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,160OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,160OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$238,101TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,260TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,306,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,306,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,544,601TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,260TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,306,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,682,772ExcessRevenueOverExpensesAmt
Net Investment Income$529,450NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,109,777CashBOYAmt
Cash EOY$646,013CashEOYAmt
Cash EOYFMV$646,013CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,000,240SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,948,683SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,948,683SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$6,120,942OtherInvestmentsBOYAmt
Other Investments EOY$7,319,035OtherInvestmentsEOYAmt
Other Investments EOYFMV$7,658,724OtherInvestmentsEOYFMVAmt
Total Assets BOY$9,230,959TotalAssetsBOYAmt
Total Assets EOY$11,913,731TotalAssetsEOYAmt
Total Assets EOYFMV$12,253,420TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$9,230,959NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$11,913,731NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$9,230,959TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,913,731TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,230,959TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,913,731TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,230,959TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,682,772ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$11,913,731SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$11,913,731TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
US TREASURIESP2021-08-032022-03-23$400,298$400,048$250$250
US TREASURIESP2021-08-032022-06-29$1,252,003$1,250,150$1,853$1,853
RT HEDGE STRATP2018-06-012022-12-31$81,093$81,093$81,093
FieldValueIRS element (for citing)
Capital Gain Net Income$83,196CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,359InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$7,359SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$7,359TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,360EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$7,360TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1OverpaymentAmt
Applied To ES Tax$1AppliedToESTaxAmt
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$2,974,462AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$717,527AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$6,719,989FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,411,978TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,411,978AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$156,180CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,255,798NetVlNoncharitableAssetsAmt
Minimum Investment Return$512,790MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$512,790MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,359TaxBasedOnInvestmentIncomeAmt
Total Tax$7,359TotalTaxAmt
Distributable Before Adj$505,431DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$505,431DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$505,431DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,306,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,306,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$505,431DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$2,137,593ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,092,991ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,734,254ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,513,415ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,624,553ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$9,102,806TotalExcessDistributionCyovAmt
Qualifying Distributions$1,306,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$505,431AppliedToCurrentYearAmt
Remaining Distri From Corpus$801,069RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$9,903,875TotalCorpusAmt
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$2,137,593ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$7,766,282ExcessDistriCyovToNextYrAmt
Excess From Year4$2,092,991ExcessFromYear4Amt
Excess From Year3$1,734,254ExcessFromYear3Amt
Excess From Year2$1,513,415ExcessFromYear2Amt
Excess From Year1$1,624,553ExcessFromYear1Amt
Excess From Current Year$801,069ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOYS & GIRLS CLUB OF CAMDEN COUNTY
2 NORTH DUDLEY STREETCAMDENNJ08105PUBLICCHARITABLE DONATION$5,000
CAMDEN SCHOOLS FOUNDATION
PO BOX 142CAMDENNJ08101PUBLICCHARITABLE DONATION$2,000
CHALLENGED ATHLETES FOUNDATION
9591 WAPLES STREETSAN DIEGOCA92121PUBLICCHARITABLE DONATION$1,000
CONGREGATION BETH EL
8000 MAIN STREETVOORHEESNJ08403PUBLICCHARITABLE DONATION$500
CONGREGATION BETH EL
8000 MAIN STREETVOORHEESNJ08043PUBLICCHARITABLE DONATIONS$125,000
DWIGHT ENGLEWOOD
315 EAST PALISADE AVENUEENGLEWOODNJ07631PUBLICCHARITABLE DONATION$25,000
ENCOURAGE KIDS FOUNDATION
1560 BROADWAY SUITE 600NEW YORKNY11036PUBLICCHARITABLE DONATION$5,000
FIRST NAZARENE BAPTIST CHURCH
1500 SOUTH 8TH STREETCAMDENNJ08104PUBLICCHARITABLE DONATION$2,000
LONGPORT POLICEMEN'S BENEVOLENT ASSOCIATION
2305 ATLANTIC AVELONGPORTNY08403PUBLICCHARITABLE DONATION$1,000
LONGPORT SCHOLARSHIP FUND
16 S 33RD AVENUELONGPORTNY08403PUBLICCHARITABLE DONATION$1,000
LONGPORT VOLUNTEER FIRE DEPARTMENT
2301 ATLANTIC AVELONGPORTNJ08403PUBLICCHARITABLE DONATION$500
PROJECT ALS
801 RIVERSIDE DRIVE SUITE 6GNEW YORKNY10032PUBLICCHARITABLE DONATIONS$1,500
TARA MILLER MELANOMA FOUNDATION
PO BOX 3154MARGATENJ08402PUBLICCHARITABLE DONATION$30,000
TEMPLE UNIVERSITY
1330 POLETT WALKPHILADELPHIAPA19122PUBLICCHARITABLE DONATION$1,000,000
CAMDEN SCHOOLS FOUNDATION
PO BOX 142CAMDENNJ08101PUBLICCHARITABLE DONATION$1,000
PHILADELPHIA THEATER COMPANY
480 S BROAD STREETPHILADELPHIAPA19146PUBLICCHARITABLE DONATION$2,500
DANA-FARBER CANCER INSTITUTE
450 BROOKLINE AVEBOSTONMA02215PUBLICCHARITABLE DONATION$10,000
CHAMBER ORCHESTRA OF NEW YORK
450 LEXINGTON AVE 1514NEW YORKNY10163PUBLICCHARITABLE DONATION$5,000
BOYS & GIRLS CLUB OF NEWARK
1 AVON AVENEWARKNJ07108PUBLICCHARITABLE DONATION$5,000
DEVILS YOUTH FOUNDATION
25 LAFAYETTE STREETNEWARKNJ07102PUBLICCHARITABLE DONATION$25,000
URBANPROMISE MINISTRIES
3700 RUDDEROW STREETPENNSAUKENNJ08105PUBLICCHARITABLE DONATION$20,000
MILTON & BETTY KATZ JCC
501 N JERMONE AVEMARGATE CITYNJ08402PUBLICCHARITABLE DONATION$5,000
KATZ JCC
1301 SPRINGDALE ROADCHERRY HILLNJ08003PUBLICCHARITABLE DONATION$5,000
A MEANINGFUL PURPOSE
5075 SPRUCE AVENUEEGG HARBOR TOWNSHIPNJ08234PUBLICCHARITABLE DONATION$10,000
THE RENDELL CENTER
200 S BROAD STREET SUITE 420PHILADELPHIAPA19102PUBLICCHARITABLE DONATION$5,000
COMFORT ZONE CAMP
110 MEADOWLANDS PARKWAYSECAUCUSNJ07094PUBLICCHARITABLE DONATION$5,000
MOUNT SIANI HEALTH SYSTEM
1468 MADISON AVENUENEW YORKNY10029PUBLICCHARITABLE DONATION$2,500
BOYS & GIRLS CLUB OF ATLANTIC CITY
317 N PENNSYLVANIA AVENUEATLANTIC CITYNJ08401PUBLICCHARITABLE CONTRIBUTION$5,000
NEW YORK - PRESBYTERIAN FUND INC
850 THIRD AVENUE 12TH FLOORNEW YORKNY10022PUBLICCHARITABLE DONATION$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,306,500TotalGrantOrContriPdDurYrAmt
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$307,714ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$140,800ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$83,196ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$531,710ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$531,710TotalIncomeProducingActyAmt

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$3,695,663TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,300Amt
Net Investment Income$100NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENT IN MUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$7,319,035BookValueAmt
EOYFMV$7,658,724EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$19,462LegalFeesAmt
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$2,160RevenueAndExpensesPerBooksAmt
Net Investment Income$2,160NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescINVESTMENT INCOMEDesc
Revenue And Expenses Per Books$140,800RevenueAndExpensesPerBooksAmt
Net Investment Income$140,800NetInvestmentIncomeAmt
Adjusted Net Income$140,800AdjustedNetIncomeAmt

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$13,179Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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