KATZ FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
KATZ FOUNDATION (EIN 22-3336393)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-02
IRS object ID
202123069349101542
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-02T21:23:56-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-11-02SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL S KEHOE CPAPreparerPersonNm
PTINP00096004PTIN
Phone2159720701PhoneNum
Preparation2021-11-02PreparationDt
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$7,587,453FMVAssetsEOYAmt
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$44,040DividendsRevAndExpnssAmt
Dividends Net Invst Incm$44,040DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$25,897OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$25,897OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$3,765,600TotalRevAndExpnssAmt
Total Net Invst Incm$69,937TotalNetInvstIncmAmt
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$3,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
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$2,026TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$23,649OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$22,931OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$228,675TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$22,931TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,708,129ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,708,129ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,936,804TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$22,931TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,708,129TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,828,796ExcessRevenueOverExpensesAmt
Net Investment Income$47,006NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,823CashBOYAmt
Cash EOY$142,089CashEOYAmt
Cash EOYFMV$142,089CashEOYFMVAmt
Sav And Temp Cash Invst BOY$3,449,447SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,105,265SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,104,311SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$1,849,900OtherInvestmentsBOYAmt
Other Investments EOY$1,884,402OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,341,053OtherInvestmentsEOYFMVAmt
Total Assets BOY$5,303,170TotalAssetsBOYAmt
Total Assets EOY$7,131,756TotalAssetsEOYAmt
Total Assets EOYFMV$7,587,453TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$5,303,170NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$7,131,756NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$5,303,170TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,131,756TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,303,170TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,131,756TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,303,170TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,828,796ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$7,131,966SubtotalAmt
Other Decreases$210OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,131,756TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$653InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$653SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$653TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,160EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,160TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,507OverpaymentAmt
Applied To ES Tax$1,507AppliedToESTaxAmt
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
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$1,934,287AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$72,956AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,959,609FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,966,852TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,966,852AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$59,503CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,907,349NetVlNoncharitableAssetsAmt
Minimum Investment Return$195,367MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$195,367MinimumInvestmentReturnAmt
Tax Based On Investment Income$653TaxBasedOnInvestmentIncomeAmt
Total Tax$653TotalTaxAmt
Distributable Before Adj$194,714DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$194,714DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$194,714DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,708,129ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,708,129QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,708,129AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$194,714DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$2,264,981ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$3,840,528ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,137,593ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,092,991ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,734,254ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$12,070,347TotalExcessDistributionCyovAmt
Qualifying Distributions$1,708,129QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$194,714AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,513,415RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$13,583,762TotalCorpusAmt
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$2,264,981ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$11,318,781ExcessDistriCyovToNextYrAmt
Excess From Year4$3,840,528ExcessFromYear4Amt
Excess From Year3$2,137,593ExcessFromYear3Amt
Excess From Year2$2,092,991ExcessFromYear2Amt
Excess From Year1$1,734,254ExcessFromYear1Amt
Excess From Current Year$1,513,415ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ENCOURAGE KIDS FOUNDATION
1560 BROADWAY SUITE 600NEW YORKNY10036PUBLICCHARITABLE DONATION$5,000
EARTH JUSTICE
50 CALIFORNIA STREET SUITE 500SAN FRANCISCOCA94111PUBLICCHARITABLE DONATION$5,000
BEST FRIENDS ANIMAL SOCIETY
5001 ANGEL CANYON ROADKANABUT84741PUBLICCHARITABLE DONATION$5,000
JAZZ AT LINCOLN CENTER
3 COLUMBUS CIRCLE SUITE 1200NEW YORKNY10019PUBLICCHARITABLE DONATION$5,000
CHICKEN & EGG PICTURES
55 WASHINGTON STBROOKLYNNY11201PUBLICCHARITABLE DONATION$5,000
COLUMBIA UNIVERSITY
622 WEST 133TH STREETNEW YORKNY10025PUBLICCHARITABLE DONATION$200,000
CONGREGATION BETH EL
8000 MAIN STREETVOORHEESNJ08043PUBLICCHARITABLE DONATION$66,653
PROJECT HOME
1515 FAIRMOUNT AVENUEPHILADELPHIAPA19130PUBLICCHARITABLE DONATION$500
THE NEW SCHOOL
79 FIFTH AVENUENEW YORKNY10003PUBLICCHARITABLE DONATION$10,000
TEACH FOR AMERICA - NEW YORK
25 BROADWAYNEW YORKNY10004PUBLICCHARITABLE DONATION$10,000
TEMPLE UNIVERSITY HOSPITAL
3401 N BROAD STREETPHILADELPHIAPA19140PUBLICCHARITABLE DONATION$88,000
BOYS & GIRLS CLUB OF ATLANTIC CITY
215 NORTH SOVEREIGN AVENUEATLANTIC CITYNJ08401PUBLICCHARITABLE DONATION$10,000
COMMUNITY FOUNDATION OF NEW JERSEY
PO BOX 338MORRISTOWNNJ07963PUBLICCHARITABLE DONATION$100,000
NATIONAL CONSTITUTION CENTER
525 ARCH STREETPHILADELPHIAPA19106PUBLICCHARITABLE DONATION$10,000
GEAUGA HUMANE SOCIETY RESCUE VILLAGE
15463 CHILLICOTHE ROADRUSSEL TOWNSHIPOH44072PUBLICCHARITABLE DONATION$1,000
LONGPORT PBA LOCAL # 363
PO BOX 456LONGPORTNJ08403PUBLICCHARITABLE DONATION$500
NATIONAL URBAN LEAGUE
80 PINE STREETNEW YORKNY10005PUBLICCHARITABLE DONATION$5,000
MILTON & BETTY KATZ JCC
501 N JEROME AVENUEMARGATENJ08402PUBLICCHARITABLE DONATION$30,000
BOYS & GIRLS CLUB OF CAMDEN COUNTY
2 S DUDLEY STREETCAMDENNJ08105PUBLICCHARITABLE DONATION$1,500
CAMDEN'S CHARTER SCHOOL NETWORK
879 BEIDMAN AVENUECAMDENNJ08105PUBLICCHARITABLE DONATION$8,500
MASSACHUSETTS GENERAL HOSPITAL
125 NASHUA STREET SUITE 540BOSTONMA02114PUBLICCHARITABLE DONATION$5,000
NY RENAISSANCE BASKETBALL ASSOCIATION
2341 ADAM CLAYTON POWEEL JRHARLEMNY10037PUBLICCHARITABLE DONATION$41,976BOULEVARD
PROSTATE CANCER FOUNDATION
1250 FOURTH STREETSANTA MONICACA90401PUBLICCHARITABLE DONATION$150,000
PHILADELPHIA THEATER COMPANY
215 S BROAD STREET SUITE 304PHILADELPHIAPA19107PUBLICCHARITABLE DONATION$2,500
TARA MILLER MELANOMA FOUNDATION
PO BOX 3154MARGATENJ08402PUBLICCHARITABLE DONATION$30,000
TEMPLE UNIVERSITY
1852 N 10TH STREETPHILADELPHIAPA19122PUBLICCHARITABLE DONATION$912,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,708,129TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$44,040ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$25,897ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$69,937ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$69,937TotalIncomeProducingActyAmt

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$3,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENTS IN PARTNERSHIPSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,884,402BookValueAmt
EOYFMV$2,341,053EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNON-DEDUCTIBLE EXPENSESDesc
Amt$210Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT EXPENSES$22,931$22,931$0
SUPPLIES$718$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescINVESTMENT INCOMEDesc
Revenue And Expenses Per Books$25,897RevenueAndExpensesPerBooksAmt
Net Investment Income$25,897NetInvestmentIncomeAmt
Adjusted Net Income$25,897AdjustedNetIncomeAmt

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 TAXCategoryTxt
Amt$2,026Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

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