KATZ FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- KATZ FAMILY FOUNDATION (EIN 46-0493067)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-01
- IRS object ID
- 202011539349100911
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-01T14:26:39-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 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 | 2019-01-01 | 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 | 2020-05-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LENNY ESMOND CPA | PreparerPersonNm |
| PTIN | P00037472 | PTIN |
| Phone | 8186102900 | PhoneNum |
| Preparation | 2020-05-22 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.192.44.88 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-22 | IPDt |
| IP Tm | 11:39:01 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 89DCD2F8A6D6AD6549225D3C709DEC63AC947879 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 89DCD2F8A6D6AD6549225D3C709DEC63AC947879 | 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 | $18,101,225 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $839,099 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $839,099 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $839,099 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,427 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,427 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,427 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,579,091 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $840,526 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $840,526 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $840,526 | 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 |
| Legal Fees Rev And Expnss | $2,853 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,200 | 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 | $12,291 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $69,149 | 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 | $3,986 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $96,479 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $150 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $990,846 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $990,846 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,087,325 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $150 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $990,846 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$246,799 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $840,376 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $840,526 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $285,154 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $225,219 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $225,219 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $16,799,577 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $16,936,669 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $17,288,143 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $891,878 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $567,922 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $587,863 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $17,976,609 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,729,810 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,101,225 | 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 | $17,976,609 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,729,810 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,976,609 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,729,810 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,976,609 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,729,810 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,976,609 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$246,799 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $17,729,810 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,729,810 | 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 |
|---|---|---|---|---|---|---|---|
| 35,000- MONROVIA CA BE | P | 2014-01-08 | 2019-05-01 | $35,000 | $35,000 | $0 | $0 |
| 2,065,000- CA ST GO | P | 2010-02-11 | 2019-10-01 | $2,065,000 | $2,065,000 | $0 | $0 |
| 935,000- CA ST BE | P | 2011-02-24 | 2019-03-01 | $935,000 | $935,000 | $0 | $0 |
| 288,000- GOLDMAN SACHS | P | 2012-02-28 | 2019-02-15 | $288,000 | $288,000 | $0 | $0 |
| 45,000- LOS ANGELES | P | 2009-12-03 | 2019-09-03 | $45,000 | $45,000 | $0 | $0 |
| 275,000- ILLINOIS ST GO BDS | P | 2018-03-27 | 2019-03-01 | $275,000 | $275,000 | $0 | $0 |
| 90,000- ILLINOIS ST GO BDS | P | 2018-12-17 | 2019-04-01 | $90,000 | $90,000 | $0 | $0 |
| 19,091- ILLINOIS ST GO BDS | P | 2019-06-03 | 2019-06-03 | $19,091 | $19,091 | $0 | $0 |
| 172,000- ILLINOIS ST GO BDS | P | 2019-07-01 | 2019-07-01 | $172,000 | $172,000 | $0 | $0 |
| 780,000- ILLINOIS ST GO BDS | P | 2018-02-06 | 2019-03-01 | $780,000 | $780,000 | $0 | $0 |
| 145,000- CONNECTICUT ST | P | 2018-02-12 | 2019-03-01 | $145,000 | $145,000 | $0 | $0 |
| 370,000- RGL PUB TRN | P | 2014-03-07 | 2019-07-01 | $370,000 | $370,000 | $0 | $0 |
| 200,000- ILLINOIS ST GO BDS | P | 2018-02-09 | 2019-07-01 | $200,000 | $200,000 | $0 | $0 |
| 160,000- ILLINOIS ST GO BDS | P | 2017-11-03 | 2019-04-01 | $160,000 | $160,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $0 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,110,054 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,891,556 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.062043 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $912,895 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $18,245,205 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050035 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $963,743 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $18,226,230 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052877 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $853,371 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $18,214,169 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046852 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $971,119 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $18,476,473 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052560 | DistributionYr5Rt |
| Total Distribution | 0.264367 | TotalDistributionRt |
| Average Distribution | 0.052873 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,785,682 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $940,382 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,404 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $948,786 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $990,846 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $8,404 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,404 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,404 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,400 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,996 | OverpaymentAmt |
| Applied To ES Tax | $1,996 | 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 | $17,638,043 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $418,487 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,056,530 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,056,530 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $270,848 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,785,682 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $889,284 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $889,284 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,404 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,404 | TotalTaxAmt |
| Distributable Before Adj | $880,880 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $880,880 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $880,880 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $990,846 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $990,846 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,404 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $982,442 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $880,880 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $573,995 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $990,846 | QualifyingDistributionsAmt |
| Applied To Year1 | $573,995 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $416,851 | 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 | $464,029 | 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 (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHABAD OF MADISON COUNTY | |||||||
| 58 BROAD STREET | HAMILTON | NY | 13346 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,800 |
| COLLINS & KATZ FAMILY YMCA | |||||||
| 1466 S WESTGATE AVENUE | LOS ANGELES | CA | 90025 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $255,614 |
| 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 SHOSEIAN | |||||||
| PO BOX 304 | GLENDALE | CA | 91209 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $200 |
| HARVARD-WESTLAKE | |||||||
| 700 N FANING RD | LOAS ANGELES | CA | 90077 | NONE | PUBLIC CHARITY | EDUCATION | $500 |
| HENRY M JACKSON FOUNDATION FOR THE ADVANCEMENT OF MILITARY MEDICINE | |||||||
| 6720A ROCKLEDGE DRIVE SUITE 100 | BETHESDA | MD | 20817 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $3,047 |
| LE LYCEE FRANCAIS DE LOS ANGELES | |||||||
| 3261 OVERLAND AVENUE | LOS ANGELES | CA | 90034 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $500 |
| LEAD OC ADVANCING PHILANTHROPHY | |||||||
| 4340 VON KARMAN AVENUE SUITE 380 | NEWPORT BEACH | CA | 92660 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $2,500 |
| 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 | $100,000 |
| NATIONAL PSORIASIS FOUNDATION | |||||||
| 6600 SW 92ND AVENUE SUITE 300 | PORTLAND | OR | 97223 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $500 |
| NEW LIFE VISION CHURCH | |||||||
| 4226 VERDANT STREET | LOS ANGELES | CA | 90039 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $250 |
| PADRES PEDAL THE CAUSE | |||||||
| 2445 FIFTH AVENUE SUITE 402 | SAN DIEGO | CA | 92101 | NONE | PUBLIC CHARITY | RESEARCH | $200 |
| NEW YORK JUNIOR TENNIS LEAGUE INC | |||||||
| 58-12 QUEENS BLVD | WOODSIDE | NY | 11377 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $400 |
| PPLA | |||||||
| 400 WEST 30TH STREET | LOS ANGELES | CA | 90007 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $27,500 |
| RETT SYNDROME RESEARCH TRUST | |||||||
| 67 UNDER CLIFF RD | TRUMBULL | CT | 06611 | NONE | PUBLIC CHARITY | RESEARCH | $1,000 |
| SOUTHWEST VENTURA COUNTY YMCA | |||||||
| 31105 THOUSAND OAKS BLVD | WESTLAKE VILLAGE | CA | 91362 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $450 |
| STEPHEN S WISE TEMPLE - WISE SCHOOL | |||||||
| 15500 STEPHEN S WISE DRIVE | LOS ANGELES | CA | 90077 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $212,500 |
| STEPHEN S WISE TEMPLE | |||||||
| 15500 STEPHEN S WISE DRIVE | LOS ANGELES | CA | 90077 | NONE | PUBLIC CHARITY | RELIGIOUS | $27,005 |
| 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 | $1,500 |
| TEMPLE EMANUEL OF BEVERLY HILLS | |||||||
| 280 S BEVERLY HILLS 302 | BEVERLY HILLS | CA | 90212 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $4,000 |
| THE JEWISH FEDERATION | |||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $12,000 |
| THE LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 757 WESTWOOD PLAZA | LOS ANGELES | CA | 90095 | NONE | PUBLIC CHARITY | RESEARCH | $1,000 |
| THE THINKING PROJECT INSTITUTE | |||||||
| 2842 ELIOT STREET | DENVER | CO | 80211 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $2,500 |
| THE TAFT SCHOOL | |||||||
| 110 WOODBURY ROAD | WATERTOWN | CT | 06795 | NONE | PUBLIC CHARITY | EDUCATION | $15,000 |
| THE UCLA FOUNDATION | |||||||
| 10920 WILSHIRE BLVD SUITE 900 | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | EDUCATION | $201,980 |
| TOWER CANCER RESEARCH FOUNDATION | |||||||
| 8767 WILSHIRE BLVD SUITE 401 | BEVERLY HILLS | CA | 90211 | NONE | PUBLIC CHARITY | RESEARCH | $6,500 |
| UCLA'S JONSSON COMPREHENSIVE CANCER CENTER | |||||||
| PO BOX 951781 | LOS ANGELES | CA | 90095 | NONE | PUBLIC CHARITY | RESEARCH | $24,100 |
| VFW POST 12118 | |||||||
| 2204 QUAIL HILL ROAD | COPPEROPOLIS | CA | 95228 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $500 |
| WOMENS GUILD CEDARS SINAI | |||||||
| 5757 WILSHIRE BLVD 335 | LOS ANGELES | CA | 90036 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,650 |
| YMCA OF METROPOLITAN LOS ANGELES | |||||||
| 625 S NEW HAMPSHIRE AVENUE | LOS ANGELES | CA | 90005 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $75,000 |
| YMCA OF NORTH VALLEY | |||||||
| 11336 CORBIN AVENUE | NORTHRIDGE | CA | 91326 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $990,846 | 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 | $839,099 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,427 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $840,526 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $840,526 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $8,200 | 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 | $567,922 | EOYBookValueAmt |
| EOYFMV | $587,863 | 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 | $16,936,669 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $17,288,143 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,853 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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 | $836 | $0 | $0 | $0 |
| OVERHEAD | $3,000 | $0 | $0 | $0 |
| INVESTMENT FEES | $150 | $150 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LICENSES | $150 | $0 | $0 | $0 |
| US TREASURY | $12,141 | $0 | $0 | $0 |
Comments