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THE KATZ FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
THE KATZ FOUNDATION INC (EIN 13-3320975)
Tax period
2020-08-01 to 2021-07-31
Filed
2022-05-10
IRS object ID
202231309349103298
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)
Return2022-05-10T16:17:37-05:00ReturnTs
Tax Period End2021-07-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN112999103PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BARRY SCHECHTER CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PENN PLAZA SUITE 660AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10119ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133320975EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE KATZ FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKATZBusinessNameControlTxt
Phone2019280226PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11118 WARREN STREETAddressLine1Txt
CityNEW MILFORDCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07646ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAVI KATZPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2019280226PhoneNum
Signature2022-05-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstAVIPersonFirstNm
Person LastKATZPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBARRY SCHECHTERPreparerPersonNm
PTINP00010696PTIN
Phone2129475880PhoneNum
Preparation2022-05-03PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$377,996FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$250,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$63InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$63InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$850DividendsRevAndExpnssAmt
Dividends Net Invst Incm$850DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$250,913TotalRevAndExpnssAmt
Total Net Invst Incm$913TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,260AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$950AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$50TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$29OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,339TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$950TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$120,418ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$120,418ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$121,757TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$950TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$120,418TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$129,156ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$218,494SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$353,924SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$353,924SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,300CorporateStockBOYAmt
Corporate Stock EOY$1,300CorporateStockEOYAmt
Corporate Stock EOYFMV$1,300CorporateStockEOYFMVAmt
Mortgage Loans BOY$29,046MortgageLoansBOYAmt
Mortgage Loans EOY$22,772MortgageLoansEOYAmt
Mortgage Loans EOYFMV$22,772MortgageLoansEOYFMVAmt
Total Assets BOY$248,840TotalAssetsBOYAmt
Total Assets EOY$377,996TotalAssetsEOYAmt
Total Assets EOYFMV$377,996TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$248,840NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$377,996NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$248,840TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$377,996TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$248,840TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$377,996TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$248,840TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$129,156ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$377,996SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$377,996TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$0TaxDueAmt

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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1AVI KATZBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2019280226PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11118 WARREN STREETAddressLine1Txt
CityNEW MILFORDCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07646ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
AVI KATZ
1118 WARREN STREETNEW MILFORDNJ07646PRESIDENT5.00$0$0$0
NADINE KATZ
1118 WARREN STREETNEW MILFORDNJ07646SECRETARY, TREASURER5.00$0$0$0
SHIMON Y KATZ
4750 PALISADES AVENUERIVERDALENY10471VICE PRESIDENT5.00$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$1,358AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$326,209AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$327,567TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$327,567AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,914CashDeemedCharitableAmt
Net Vl Noncharitable Assets$322,653NetVlNoncharitableAssetsAmt
Minimum Investment Return$16,133MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$16,133MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$16,133DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$16,133DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$16,133DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$120,418ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$120,418QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$120,418AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$16,133DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$46,092ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$13,429ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$21,300ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$80,821TotalExcessDistributionCyovAmt
Qualifying Distributions$120,418QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$16,133AppliedToCurrentYearAmt
Remaining Distri From Corpus$104,285RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$185,106TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$185,106ExcessDistriCyovToNextYrAmt
Excess From Year4$46,092ExcessFromYear4Amt
Excess From Year3$13,429ExcessFromYear3Amt
Excess From Year2$21,300ExcessFromYear2Amt
Excess From Current Year$104,285ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADAS ISRAEL CONGREGATION
2850 QUEBEC STREET NWWASHINGTONDC20008NONEPUBLICCHARITABLE$4,000
AMERICAN INTERNATIONAL SOCIETIES FOR YAD VASHEM
500 5TH AVENUENEW YORKNY10110NONEPUBLICCHARITABLE$1,000
AMERICAN FRIENDS OF BEIT ISSIE SHAPIRO
25 WEST 45TH STREETNEW YORKNY10036NONEPUBLICCHARITABLE$1,800
613 FOUNDATION
501 SILVERSIDE RDWILMINGTONDE19809NONEPUBLICCHARITABLE$26,000
SHIRAT DAVID
1766 EAST 3RD STREETBROOKLYNNY11223NONEPUBLICCHARITABLE$15,000
COLEL CHABAD
806 EASTERN PARKWAYBROOKLYNNY11213NONEPUBLICCHARITABLEEDUCATION$5,900
DAUGHTERS OF MIRIAM
155 HAZEL STREETCLIFTONNJ07011NONEPUBLICCHARITABLE$500
HEBREW INSTITUTE OF RIVERDALE THE BAYIT
3700 HENRY HUDSON PARKWAYBRONXNY10463NONEPUBLICEDUCATION$34,118
JEWISH THEOLOGICAL SEMINARY
3080 BROADWAYNEW YORKNY10027NONEPUBLICCHARITABLE$3,600
THE ALGEMEINER
788 EASTERN PARKWAYBROOKLYNNY11213NONEPUBLICCHARITABLE$2,500
TZIVOS HASHEM
792 EASTERN PARKWAYBROOKLYNNY11213NONEPUBLICCHARITABLE$5,000
YESHIVA MAHARAT
3700 HENRY HUDSON PARKWAYBRONXNY10463NONEPUBLICCHARITABLE$10,000
PEF ISRAEL ENDOWMENT FUND
630 3RD AVENUENEW YORKNY10017NONEPUBLICCHARITABLE$10,000
NEXTGEN FACE INC
812 PARK AVENUENEW YORKNY10021NONEPUBLICCHARITABLECHARITABLE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$120,418TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$63ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$850ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$913ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$913TotalIncomeProducingActyAmt

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 Line1SHIMON KATZBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line14750 PALISADES AVEAddressLine1Txt
CityRIVERDALECityNm
State AbbreviationNYStateAbbreviationCd
ZIP10471ZIPCd
FieldValueIRS element (for citing)
Total Contributions$250,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryBARRY SCHECHTER CPACategoryTxt
Amt$1,260Amt
Net Investment Income$950NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockRBC - VARIOUSStockNm
EOY Book Value$1,300EOYBookValueAmt
EOYFMV$1,300EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Revenue And Expenses Per Books$29RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonSHIMON KATZPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14750 PALISADES AVEAddressLine1Txt
CityRIVERDALECityNm
State AbbreviationNYStateAbbreviationCd
ZIP10471ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryNYS FILING FEECategoryTxt
Amt$50Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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