KATZ FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- KATZ FAMILY FOUNDATION (EIN 46-0493067)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-10
- IRS object ID
- 202101309349102755
- Schema version
- 2020v4.1
- 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 Bonds Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-10T18:10:35-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203250475 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESMOND & ASSOCIATES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23901 CALABASAS RD SUITE 1010 | AddressLine1Txt |
| City | CALABASAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460493067 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KATZ FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KATZ | BusinessNameControlTxt |
| Phone | 3102478191 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9255 SUNSET BLVD NO 404 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90069 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TODD KATZ | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 3102478191 | PhoneNum |
| Signature | 2021-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TODD | PersonFirstNm |
| Person Last | KATZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LENNY ESMOND CPA | PreparerPersonNm |
| PTIN | P00037472 | PTIN |
| Phone | 8186102900 | PhoneNum |
| Preparation | 2021-05-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,902,694 | 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 | $49,214 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $573,613 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $573,613 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $573,613 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $329 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $329 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $329 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,181 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,468,066 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $39,181 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $662,337 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $613,123 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $573,942 | 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 | $8,275 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,909 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $880 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,178 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,242 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $954,960 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $954,960 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $974,202 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $954,960 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$311,865 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $613,093 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $573,942 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $225,219 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,295,255 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,295,255 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $16,936,669 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $14,590,120 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $15,068,605 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $567,922 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $498,196 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $538,834 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $17,729,810 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,383,571 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,902,694 | 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 | $17,729,810 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,383,571 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,729,810 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,383,571 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,729,810 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,383,571 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,729,810 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$311,865 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $17,417,945 | SubtotalAmt |
| Other Decreases | $34,374 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,383,571 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 185,000 MONROVIA CA BE | P | 2014-01-08 | 2020-05-01 | $185,000 | $185,000 | $0 | $0 |
| 2,100 BANK OF AMERICA | D | 2011-08-19 | 2020-05-27 | $54,021 | $14,840 | $39,181 | $39,181 |
| 175,000 ILLINOIS ST BE | P | 2019-03-01 | 2020-07-01 | $175,000 | $175,000 | $0 | $0 |
| 300,000 GOLDMAN SACHS GRP | P | 2012-02-16 | 2020-06-15 | $300,000 | $300,000 | $0 | $0 |
| 150,000 NEW JERSEY ST | P | 2020-06-30 | 2020-12-15 | $150,000 | $150,000 | $0 | $0 |
| 24,545 ILLINOIS ST GO BDS 2023 | P | 2020-06-01 | 2020-06-01 | $24,545 | $24,545 | $0 | $0 |
| 157,500 ILLINOIS ST GO BDS 2010 | P | 2020-07-01 | 2020-07-01 | $157,500 | $157,500 | $0 | $0 |
| 172,000 ILLINOIS ST GO BDS 2010 | P | 2020-07-01 | 2020-07-01 | $172,000 | $172,000 | $0 | $0 |
| 105,000 METROPOLITAN TRANSN AUTH | P | 2014-04-21 | 2020-11-16 | $105,000 | $105,000 | $0 | $0 |
| 445,000 ILLINOIS ST GO BDS 2010 | P | 2017-03-06 | 2020-04-01 | $445,000 | $445,000 | $0 | $0 |
| 300,000 CA ST GO BDS | P | 2014-05-05 | 2020-11-02 | $300,000 | $300,000 | $0 | $0 |
| 145,000 FAU FIN CORP FLA CAP | P | 2014-01-10 | 2020-07-01 | $145,000 | $145,000 | $0 | $0 |
| 325,000 ILLINOIS ST GO BDS 2010 | P | 2018-02-01 | 2020-03-02 | $325,000 | $325,000 | $0 | $0 |
| 1,930,000 NEW JERSEY ST TRANS | P | 2014-12-23 | 2020-12-15 | $1,930,000 | $1,930,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $39,181 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,522 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,522 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,522 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,800 | 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 | $8,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $278 | OverpaymentAmt |
| Applied To ES Tax | $278 | 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 | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | 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 | JACK BAN | IndividualWithBooksNm |
| Phone | 3102478191 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9255 SUNSET BLVD 404 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90069 | 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 |
|---|---|---|---|---|---|---|---|---|
| RONALD KATZ | ||||||||
| 9255 SUNSET BLVD SUITE 404 | LOS ANGELES | CA | 90069 | PRESIDENT, CFO | 2.00 | $0 | $0 | $0 |
| RANDY KATZ | ||||||||
| 9255 SUNSET BLVD SUITE 404 | LOS ANGELES | CA | 90069 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TODD KATZ | ||||||||
| 9255 SUNSET BLVD SUITE 404 | LOS ANGELES | CA | 90069 | 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 | $17,267,399 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $586,601 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,854,000 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,854,000 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $267,810 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,586,190 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $879,310 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $879,310 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,522 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,522 | TotalTaxAmt |
| Distributable Before Adj | $870,788 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $870,788 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $870,788 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $954,960 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $954,960 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $954,960 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $870,788 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $464,029 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $954,960 | QualifyingDistributionsAmt |
| Applied To Year1 | $464,029 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $490,931 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $379,857 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RONALD KATZ | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COLGATE UNIVERSITY | |||||||
| 13 OAK DRIVE | HAMILTON | NY | 13346 | NONE | PUBLIC CHARITY | EDUCATION | $15,000 |
| COLLINS & KATZ FAMILY YMCA | |||||||
| 1466 S WESTGATE AVENUE | LOS ANGELES | CA | 90025 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $53,500 |
| DUKE UNIVERSITY | |||||||
| 2138 CAMPUS DRIVE | DURHAM | NC | 27708 | NONE | PUBLIC CHARITY | EDUCATION | $1,000 |
| FIRST STAR INC | |||||||
| 2049 CENTURY PARK EAST SUITE 4320 | LOS ANGELES | CA | 90067 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $5,000 |
| FRIENDS OF THE JEWISH CHAPEL INC | |||||||
| 326 FIRST ST STE 22 | ANNAPOLIS | MD | 21403 | NONE | PUBLIC CHARITY | RELIGIOUS | $250 |
| HARVARD-WESTLAKE | |||||||
| 700 N FANING RD | LOAS ANGELES | CA | 90077 | NONE | PUBLIC CHARITY | EDUCATION | $500 |
| LOS ANGELES JEWISH HOME FOR THE AGING | |||||||
| 7150 TAMPA AVENUE | RESEDA | CA | 91335 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $150 |
| LOYOLA MARYMOUNT UNIVERSITY | |||||||
| 1 LMU DRIVE SUITE 1880 | LOS ANGELES | CA | 90045 | NONE | PUBLIC CHARITY | EDUCATION | $75,000 |
| PPLA | |||||||
| 400 WEST 30TH STREET | LOS ANGELES | CA | 90007 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $33,000 |
| RETT SYNDROME RESEARCH TRUST | |||||||
| 67 UNDER CLIFF RD | TRUMBULL | CT | 06611 | NONE | PUBLIC CHARITY | RESEARCH | $500 |
| STEPHEN S WISE TEMPLE | |||||||
| 15500 STEPHEN S WISE DRIVE | LOS ANGELES | CA | 90077 | NONE | PUBLIC CHARITY | RELIGIOUS | $54,510 |
| SUGAR & STILETTOS CHARITABLE FOUNDATION | |||||||
| 269 S BEVERLY DRIVE SUITE 338 | BEVERLY HILLS | CA | 90212 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 |
| TEEN LINE | |||||||
| PO BOX 48750 | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $2,500 |
| THE JEWISH FEDERATION | |||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $5,000 |
| THE LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 757 WESTWOOD PLAZA | LOS ANGELES | CA | 90095 | NONE | PUBLIC CHARITY | RESEARCH | $1,000 |
| THE TAFT SCHOOL | |||||||
| 110 WOODBURY ROAD | WATERTOWN | CT | 06795 | NONE | PUBLIC CHARITY | EDUCATION | $20,000 |
| THE THINKING PROJECT INSTITUTE | |||||||
| 2842 ELIOT STREET | DENVER | CO | 80211 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $2,500 |
| THE UCLA FOUNDATION | |||||||
| 10920 WILSHIRE BLVD SUITE 900 | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | EDUCATION | $244,000 |
| THE UCLA FOUNDATION - WOODEN ATHLETIC FUND | |||||||
| 405 HILGARD AVENUE | LOS ANGELES | CA | 90099 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $45,300 |
| TOWER CANCER RESEARCH FOUNDATION | |||||||
| 8767 WILSHIRE BLVD SUITE 401 | BEVERLY HILLS | CA | 90211 | NONE | PUBLIC CHARITY | RESEARCH | $10,500 |
| UCLA'S JONSSON COMPREHENSIVE CANCER CENTER | |||||||
| PO BOX 951781 | LOS ANGELES | CA | 90095 | NONE | PUBLIC CHARITY | RESEARCH | $24,000 |
| WISE FREEDOM SCHOOL PARTNERS | |||||||
| 15500 STEPHEN S WISE DRIVE | LOS ANGELES | CA | 90077 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $212,500 |
| YALE UNIVERSITY | |||||||
| PO BOX 208241 | NEW HAVEN | CT | 06520 | NONE | PUBLIC CHARITY | EDUCATION | $60,000 |
| YMCA OF METROPOLITAN LOS ANGELES | |||||||
| 625 S NEW HAMPSHIRE AVENUE | LOS ANGELES | CA | 90005 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $75,000 |
| ARC | |||||||
| 6456 WHITSETT AVENUE | NORTH HOLLYWOOD | CA | 91606 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 |
| CHABAD OF HAMILTON | |||||||
| 58 BROAD STREET | HAMILTON | NY | 13346 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $500 |
| COLLEGE ACCESS PARTNERSHIP INC | |||||||
| 2755 AQUA VERDE CIRCLE | LOAS ANGELES | CA | 90077 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $500 |
| FEEDING AMERICA | |||||||
| PO BOX 96749 | WASHINGTON | DC | 20090 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 |
| IOBY | |||||||
| PO BOX XXX-XX-XXXX | NEW YORK | NY | 10163 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $500 |
| JEWISH CENTER FOR JUSTICE | |||||||
| 4659 BALBOA AVE | ENCINO | CA | 91316 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $250 |
| JUSTIN TURNER FOUNDATION | |||||||
| 13273 FIJI WAY UNIT 101 | MARINA DEL REY | CA | 90292 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $2,500 |
| LACHSA FOUNDATION | |||||||
| 1149 S HILL ST SUITE H-100 | LOS ANGELES | CA | 90015 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 |
| NEW HYTES | |||||||
| PO BOX 2928 | NEW HAVEN | CT | 06515 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $250 |
| NORTH VALLEY YMCA | |||||||
| 11336 CORBIN AVENUE | NORTHRIDGE | CA | 91326 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $4,000 |
| TEMPLE BETH OR | |||||||
| 2246 NARROW LANE RD | MONTGOMERY | AL | 36106 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $250 |
| THE RAPE FOUNDATION | |||||||
| 1223 WILSHIRE BLVD NO 410 | SANTA MONICA | CA | 90403 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $500 |
| THE ROSE BOWL LEGACY FOUNDATION | |||||||
| 1001 ROSE BOWL DRIVE | PASADENA | CA | 91103 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $954,960 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $573,613 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $329 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $39,181 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $613,123 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $613,123 | TotalIncomeProducingActyAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | TODD KATZ | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9220 SUNSET BLVD 404 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $49,214 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 2,100 SHARES OF BANK OF AMERICA | NoncashPropertyDesc |
| Fair Market Value | $49,214 | FairMarketValueAmt |
| Received | 2020-05-08 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $8,275 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $498,196 | EOYBookValueAmt |
| EOYFMV | $538,834 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $14,590,120 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $15,068,605 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV ADJUSTMENT | Desc |
| Amt | $34,374 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE SUPPLIES & EXPENSES | $148 | $0 | $0 | $0 |
| OVERHEAD | $3,000 | $0 | $0 | $0 |
| INVESTMENT FEES | $30 | $30 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LICENSES | $105 | $0 | $0 | $0 |
| US TREASURY | $6,804 | $0 | $0 | $0 |
Comments