KATCHER FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- KATCHER FAMILY FOUNDATION INC (EIN 65-0715498)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-15
- IRS object ID
- 202003209349100240
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-15T19:38:40-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 SE 2ND AVENUE SUITE 3000 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650715498 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATCHER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KATC | BusinessNameControlTxt |
| Phone | 3056617515 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4197 DOUGLAS ROAD | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33133 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERALD KATCHER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3056617515 | PhoneNum |
| Signature | 2020-06-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK T NASH | PreparerPersonNm |
| PTIN | P00396721 | PTIN |
| Phone | 3053757400 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 155.201.150.21 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-15 | IPDt |
| IP Tm | 18:34:55 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9BA4C7D743ED38E8494BF6A26EB34F21C3756CA5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $236,198 | 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 | $81,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $18,735 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,735 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $103,262 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $253,311 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $103,262 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $202,997 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $121,997 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,730 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,865 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,865 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,136 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $18,910 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $18,910 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $65,644 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $226 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $99,420 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,091 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,775 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $194,586 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $194,586 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $294,006 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,091 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $220,361 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$91,009 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $114,906 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,890 | CashBOYAmt |
| Cash EOY | $5,934 | CashEOYAmt |
| Cash EOYFMV | $5,934 | CashEOYFMVAmt |
| Corporate Stock BOY | $244,750 | CorporateStockBOYAmt |
| Corporate Stock EOY | $221,680 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $218,790 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $118,343 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,482 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,474 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $369,983 | TotalAssetsBOYAmt |
| Total Assets EOY | $239,096 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $236,198 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $369,983 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $239,096 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $369,983 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $239,096 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $369,983 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$91,009 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $278,974 | SubtotalAmt |
| Other Decreases | $39,878 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $239,096 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| B RILEY - PUBLICLY TRADED SECURITIES | P | $162,957 | $102,418 | $60,539 | $60,539 |
| B RILEY - PUBLICLY TRADED SECURITIES | P | $75,908 | $37,878 | $38,030 | $38,030 |
| B RILEY - PUBLICLY TRADED SECURITIES | P | $9,665 | $9,753 | -$88 | -$88 |
| B RILEY - PUBLICLY TRADED SECURITIES | P | $4,781 | $4,781 | $4,781 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $103,262 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $103,262 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $59,844 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $428,794 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.139564 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $858,768 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $850,197 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.010081 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,478,834 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,543,697 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.957982 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,728,848 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,407,300 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.228486 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,558,980 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,531,813 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.017735 | DistributionYr5Rt |
| Total Distribution | 4.353848 | TotalDistributionRt |
| Average Distribution | 0.870770 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $258,053 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $224,705 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,149 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $225,854 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $220,361 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,298 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,298 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,298 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,050 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,050 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,752 | OverpaymentAmt |
| Applied To ES Tax | $4,752 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 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 | GERALD KATCHER | IndividualWithBooksNm |
| Phone | 3053584222 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4197 DOUGLAS ROAD | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GERALD KATCHER | ||||||||
| 4197 DOUGLAS ROAD | MIAMI | FL | 33133 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JANE KATCHER | ||||||||
| 4197 DOUGLAS ROAD | MIAMI | FL | 33133 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LESLEY HELLER | ||||||||
| 3 SHORE ROAD | RYE | NY | 10580 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $246,303 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,680 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $261,983 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $261,983 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,930 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $258,053 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,903 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,903 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,298 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,298 | TotalTaxAmt |
| Distributable Before Adj | $10,605 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,605 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,605 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $220,361 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $220,361 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $220,361 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,605 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,508,635 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,667,411 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,402,495 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $818,434 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $58,023 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,454,998 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $220,361 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,605 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $209,756 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,664,754 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,508,635 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,156,119 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,667,411 | ExcessFromYear4Amt |
| Excess From Year3 | $1,402,495 | ExcessFromYear3Amt |
| Excess From Year2 | $818,434 | ExcessFromYear2Amt |
| Excess From Year1 | $58,023 | ExcessFromYear1Amt |
| Excess From Current Year | $209,756 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GERALD KATCHER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GERALD KATCHER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4197 DOUGLAS ROAD | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3053584222 | RecipientPhoneNum |
| Form And Info And Materials | PROVIDED UPON INITIAL CONTACT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PROVIDED UPON INITIAL CONTACT | SubmissionDeadlinesTxt |
| Restrictions On Awards | PROVIDED UPON INITIAL CONTACT | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 92ND STREET Y | |||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $3,000 |
| AMERICAN FOLK ART MUSEUM | |||||||
| 2 LINCOLN SQUARE | NEW YORK | NY | 10023 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $7,500 |
| ANDERSON RANCH ARTS CENTER | |||||||
| POST OFFICE BOX 5598 | SNOWMASS VILLAGE | CO | 81615 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $3,000 |
| ARCHIVES OF AMERICAN ART | |||||||
| 750 9TH ST NW | WASHINGTON | DC | 20001 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $500 |
| ASPEN HISTORICAL SOCIETY | |||||||
| 620 W BLEEKER ST | ASPEN | CO | 81611 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $1,500 |
| ASPEN MUSIC FESTIVAL & SCHOOL | |||||||
| 225 MUSIC SCHOOL ROAD | ASPEN | CO | 81611 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $35,000 |
| ASPEN PUBLIC RADIO | |||||||
| 110 EAST HALLAM STREET SUITE 134 | ASPEN | CO | 81611 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $2,500 |
| BRICKELL AVENUE LITERARY SOCIETY (BALS) | |||||||
| 18495 S DIXIE HWY 312 | MIAMI | FL | 33157 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $50 |
| CARNEGIE HILL NEIGHBORS | |||||||
| 1326 MADISON AVENUE | NEW YORK | NY | 10128 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $3,000 |
| CENTER FOR REPRODUCTIVE RIGHTS | |||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $100 |
| COUNCIL OF FOREIGN RELATIONS | |||||||
| 58 EAST 68TH STREET | NEW YORK | NY | 10065 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $5,000 |
| EVERGLADES FOUNDATION | |||||||
| 18001 OLD CUTLER RD 625 | PALMETTO BAY | FL | 33157 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $1,000 |
| FAIRCHILD TROPICAL BOTANIC GARDENS | |||||||
| 10901 OLD CUTLER ROAD | CORAL GABLES | FL | 33156 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $500 |
| FRIENDS OF WLRN | |||||||
| 169 E FLAGLER STREET SUITE 1400 | MIAMI | FL | 33131 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $1,200 |
| FUNDING ARMS NETWORK (FAN) | |||||||
| PO BOX 331864 | MIAMI | FL | 33233 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $1,000 |
| GUGGENHEIM MUSEUM | |||||||
| 1071 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $160 |
| KAUFMAN CENTER | |||||||
| 129 W 67TH ST | NEW YORK | NY | 10023 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $1,000 |
| KAUFMAN MUSIC CENTER | |||||||
| 129 W 67TH ST | NEW YORK | NY | 10023 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $5,000 |
| MAHLER FOUNDATION | |||||||
| 1362 PACIFIC AVE 217 | SANTA CRUZ | CA | 95060 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $3,500 |
| MUSEUM OF MODERN ART | |||||||
| 11 W 53RD STREET | NEW YORK | NY | 10019 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $360 |
| MUSEUM OF THE CITY OF NEW YORK | |||||||
| 1220 5TH AVENUE AND 103RD STREET | NEW YORK | NY | 10029 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $250 |
| NEW ISRAEL FUND | |||||||
| 2100 M ST NW 619 | WASHINGTON | DC | 20037 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $30,000 |
| NEW WORLD SYMPHONY | |||||||
| 500 17TH STREET | MIAMI BEACH | FL | 33139 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $5,000 |
| NEW YORK HISTORICAL SOCIETY | |||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $1,000 |
| NEW YORK LANDMARKS CONSERVANCY | |||||||
| 1 WHITEHALL STREET | NEW YORK | NY | 10004 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $500 |
| PAMM | |||||||
| 1103 BISCAYNE BLVD | MIAMI | FL | 33132 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $1,000 |
| PEREZ ART MUSEUM MIAMI | |||||||
| 1103 BISCAYNE BLVD | MIAMI | FL | 33132 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $5,000 |
| PPSENFL | |||||||
| 2300 N FLORIDA MANGO RD | WEST PALM BEACH | FL | 33409 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $5,000 |
| ROME CHAMBER MUSIC FESTIVAL | |||||||
| 250 PARK AVE | NEW YORK | NY | 10177 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $300 |
| SHAKER MUSEUMMOUNT LEBANON | |||||||
| 88 SHAKER MUSEUM RD | OLD CHATHAM | NY | 12136 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $150 |
| SOCIAL GOOD | |||||||
| 2393 COLLINS AVE | PINOLE | CA | 94564 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $250 |
| SOCIETY FOR PEDIATRIC RADIOLOGY | |||||||
| 1891 PRESTON WHITE DRIVE | RESTON | VA | 20191 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $500 |
| SOUTH FLORIDA ENT ASSOCIATES | |||||||
| 8181 NW 154TH ST 200 | MIAMI LAKES | FL | 33016 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $16 |
| THE ASPEN INSTITUTE | |||||||
| ONE DUPONT CIRCLE NW SUITE 700 | WASHINGTON | DC | 20036 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $12,000 |
| THE MAC DOWELL COLONY INC | |||||||
| 100 HIGH ST | PETERBOROUGH | NH | 03458 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $5,000 |
| THE ROCKEFELLER UNIVERSITY | |||||||
| 1230 YORK AVE | NEW YORK | NY | 10065 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $15,000 |
| UNITED WAY OF MIAMI DADE | |||||||
| 3250 SW 3RD AVENUE | MIAMI | FL | 33129 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $3,750 |
| WNYC | |||||||
| PO BOX 1550 | NEW YORK | NY | 10116 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $25,000 |
| YALE UNIVERSITY ART GALLERY | |||||||
| 1111 CHAPEL STREET | NEW HAVEN | CT | 06510 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $194,586 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,735 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $103,262 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $121,997 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $121,997 | 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 | GERALD KATCHER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4197 DOUGLAS RD | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $81,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $13,730 | Amt |
| Net Investment Income | $6,865 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,865 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MFA FINANCIAL | StockNm |
| EOY Book Value | $221,680 | EOYBookValueAmt |
| EOYFMV | $218,790 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD FIXED INCOME | AT COST | $5,762 | $5,754 |
| DIVIDENDS RECEIVABLE | AT COST | $5,720 | $5,720 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PY ADJUSTMENT | Desc |
| Amt | $39,878 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MISCELLANEOUS EXPENSES | $200 | $200 | $0 | $0 |
| BANK FEES | $26 | $26 | $0 | $0 |
| ARTWORK | $12,960 | $0 | $0 | $0 |
| CONTRACT SERVICES | $39,818 | $0 | $0 | $0 |
| ESSAYS | $1,650 | $0 | $0 | $0 |
| WEBSITE | $10,990 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAX EXPENSE | CategoryTxt |
| Amt | $1,136 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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