KATZ FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
KATZ FOUNDATION (EIN 22-3336393)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-08-22
IRS object ID
202542349349100504
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-08-22T10:04:35-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY ADVISORY GROUP LPBusinessNameLine1Txt

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 Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-07-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL S KEHOE CPAPreparerPersonNm
PTINP00096004PTIN
Phone2159720701PhoneNum
Preparation2025-07-28PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$16,870,131FMVAssetsEOYAmt
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$1,251,915DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,251,915DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$2,574NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,348,944GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$439,141OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$439,141OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$5,384,145TotalRevAndExpnssAmt
Total Net Invst Incm$1,691,056TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$21,823LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,900AccountingFeesRevAndExpnssAmt
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$15,913TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,511OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$397OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$245,147TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$397TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,412,147ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,412,147ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,657,294TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$397TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,412,147TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,726,851ExcessRevenueOverExpensesAmt
Net Investment Income$1,690,659NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$187,081CashBOYAmt
Cash EOY$319,292CashEOYAmt
Cash EOYFMV$319,292CashEOYFMVAmt
Sav And Temp Cash Invst BOY$5,153,728SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$6,203,990SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$6,203,990SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$8,833,709OtherInvestmentsBOYAmt
Other Investments EOY$10,378,087OtherInvestmentsEOYAmt
Other Investments EOYFMV$10,346,849OtherInvestmentsEOYFMVAmt
Total Assets BOY$14,174,518TotalAssetsBOYAmt
Total Assets EOY$16,901,369TotalAssetsEOYAmt
Total Assets EOYFMV$16,870,131TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$14,174,518NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$16,901,369NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$14,174,518TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$16,901,369TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$14,174,518TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$16,901,369TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$14,174,518TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,726,851ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$16,901,369SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$16,901,369TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
US TREASURIESP2023-07-312024-06-26$250,071$250,872-$801-$801
US TREASURIESP2023-08-162024-06-26$249,998$250,296-$298-$298
US TREASURIESP2022-05-312024-03-27$998,605$999,623-$1,018-$1,018
US TREASURIESP2022-05-312024-04-30$900,000$899,660$340$340
US TREASURIESP2023-02-022024-06-26$950,270$951,067-$797-$797
FieldValueIRS element (for citing)
Capital Gain Net Income-$2,574CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$23,500InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$23,500SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$23,500TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$11,281EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$25,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$36,281TotalPaymentsAndCreditsAmt
Es Penalty$132EsPenaltyAmt
Overpayment$12,649OverpaymentAmt
Applied To ES Tax$12,649AppliedToESTaxAmt
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

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHARTERING SOLUTIONS FOR NJBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1104 GREENLEIGH CTAddressLine1Txt
CityMERCHANTVILLECityNm
State AbbreviationNJStateAbbreviationCd
ZIP08109ZIPCd
FieldValueIRS element (for citing)
Service TypeMANAGEMENT AND CONSULTINGServiceTypeTxt
Compensation$200,000CompensationAmt
FieldValueIRS element (for citing)
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$9,413,543AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$253,186AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$6,203,990FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$15,870,719TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$15,870,719AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$238,061CashDeemedCharitableAmt
Net Vl Noncharitable Assets$15,632,658NetVlNoncharitableAssetsAmt
Minimum Investment Return$781,633MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$781,633MinimumInvestmentReturnAmt
Tax Based On Investment Income$23,500TaxBasedOnInvestmentIncomeAmt
Total Tax$23,500TotalTaxAmt
Distributable Before Adj$758,133DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$758,133DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$758,133DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,412,147ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,412,147QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$758,133DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,734,254ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,513,415ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,624,553ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$801,069ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,343,021ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$7,016,312TotalExcessDistributionCyovAmt
Qualifying Distributions$2,412,147QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$758,133AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,654,014RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$8,670,326TotalCorpusAmt
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$1,734,254ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$6,936,072ExcessDistriCyovToNextYrAmt
Excess From Year4$1,513,415ExcessFromYear4Amt
Excess From Year3$1,624,553ExcessFromYear3Amt
Excess From Year2$801,069ExcessFromYear2Amt
Excess From Year1$1,343,021ExcessFromYear1Amt
Excess From Current Year$1,654,014ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOROUGH OF LONGPORT
2305 ATLANTIC AVELONGPORTNJ08403PUBLICCHARITABLE DONATION$25,000
BOYS & GIRLS CLUB OF ATLANTIC CITY
317 N PENNSYLVANIA AVENUEATLANTIC CITYNJ08401PUBLICCHARITABLE DONATION$5,000
CAMDEN SCHOOLS FOUNDATION
PO BOX 142CAMDENNJ08101PUBLICCHARITABLE DONATION$2,000
COLUMBIA UNIVERSITY
116TH ST BROADWAYNEW YORKNY10027PUBLICCHARITABLE DONATION$200,000
CONGREGATION BETH EL
8000 MAIN STREETVOORHEESNJ08403PUBLICCHARITABLE DONATION$125,540
EAGLES AUTISM FOUNDATION
ONE NOVACARE WAYPHILADELPHIAPA19145PUBLICCHARITABLE DONATION$30,000
EARL MONROE NRBCS
1617 PARKVIEW AVEBRONXNY10461PUBLICCHARITABLE DONATION$15,000
ENCOURAGE KIDS FOUNDATION
1560 BROADWAY SUITE 600NEW YORKNY11036PUBLICCHARITABLE DONATION$5,000
HUDSON RIVER PARK FRIENDS
353 WEST ST PIER 40 2ND FLOORNEW YORKNY10014PUBLICCHARITABLE DONATION$1,000
KATZ JCC
1301 SPRINGDALE ROADCHERRY HILLNJ08003PUBLICCHARITABLE DONATION$6,800
LONGPORT POLICEMEN'S BENEVOLENT ASSOCIATION
2305 ATLANTIC AVELONGPORTNY08403PUBLICCHARITABLE DONATION$500
LONGPORT SCHOLARSHIP FUND
16 S 33RD AVENUELONGPORTNY08403PUBLICCHARITABLE DONATION$1,000
LONGPORT VOLUNTEER FIRE DEPARTMENT
2301 ATLANTIC AVELONGPORTNJ08403PUBLICCHARITABLE DONATION$500
TARA MILLER MELANOMA FOUNDATION
PO BOX 3154MARGATENJ08402PUBLICCHARITABLE DONATION$30,000
TEMPLE UNIVERSITY
1330 POLETT WALKPHILADELPHIAPA19122PUBLICCHARITABLE DONATION$1,500,000
URBANPROMISE MINISTRIES
3700 RUDDEROW STREETPENNSAUKENNJ08105PUBLICCHARITABLE DONATION$20,000
WEITZMAN NAT'L MUSEUM OF AMERICAN JEWISH
101 S INDEPENDENCE MI EPHILADELPHIAPA19106PUBLICCHARITABLE DONATION$10,000
CHALLENGED ATHLETES FOUNDATION
9591 WAPLES STREETSAN DIEGOCA92121PUBLICCHARITABLE DONATION$12,500
A LITTLE HOPE
20 STERLING RDARMONKNY10504PUBLICCHARITABLE DONATION$2,500
DREAM
1991 SECOND AVENUENEW YORKNY10029PUBLICCHARITABLE DONATION$10,000
HOCKEY IN NEW JERSEY
110 JABEZ STREETNEWARKNJ07105PUBLICCHARITABLE DONATION$10,000
HOSTOS COMMUNITY COLLEGE
500 GRAND CONCOURSEBRONXNY10451PUBLICCHARITABLE DONATION$2,500
ISRAEL TENNIS AND EDUCATION CENTERS FOUNDATION
3275 WEST HILLSBORO BLVDDEERFIELD BEACHFL33442PUBLICCHARITABLE DONATION$4,000
MAIMONIDES MEDICAL CENTER
4802 TENTH AVENUEBROOKLYNNY11219PUBLICCHARITABLE DONATION$25,000
MAKE THE WORLD BETTER
1400 GERMANTOWN AVEPHILADELPHIAPA19122PUBLICCHARITABLE DONATION$2,500
MARJORIE AND LEWIS KATZ JCC
501 N JEROME AVEMARGATENJ08402PUBLICCHARITABLE DONATION$98,557
PATRIOTS' PATH COUNCIL BSA
1 SADDLE RDCEDAR KNOLLSNJ07927PUBLICCHARITABLE DONATION$10,000
PROJECT HOME
1313 FAIRMOUNT AVEPHILADELPHIAPA19130PUBLICCHARITABLE DONATION$1,500
REISENBACH PHILANTHROPIES
1115 BROADWAYNEW YORKNY10010PUBLICCHARITABLE DONATION$5,000
RHONDA'S KISS
7007 BROADWAY AVECLEVELANDOH44105PUBLICCHARITABLE DONATION$5,000
SAFETY IN GROUPS
6 ARTISAN WAYCHERRY HILLNJ08003PUBLICCHARITABLE DONATION$50,000
SIMON WIESENTHAL CENTER
1399 SOUTH ROXBURY DRIVELOS ANGELESCA90035PUBLICCHARITABLE DONATION$5,000
ALZHEIMER'S ASSOCIATION
225 N MICHIGAN AVECHICAGOIL60601PUBLICCHARITABLE DONATION$750
JEWISH COMMUNITY PROJECT OF LOWER MANHATTAN
146 DUANE STREETNEW YORKNY10013PUBLICCHARITABLE DONATION$20,000
THE PHILADELPHIA CITIZEN
2400 MARKET STPHILADELPHIAPA19103PUBLICCHARITABLE DONATION$5,000
UNIVERSITY OF SOUTHERN CALIFORNIA
3607 TROUSDALE PARKWAYLOS ANGELESCA90089PUBLICCHARITABLE DONATION$50,000
THE RENDELL CENTER
200 SOUTH BROAD STREETPHILADELPHIAPA19102PUBLICCHARITABLE DONATION$5,000
WILSON DISEASE ASSOCIATION
5572 N VIVERSEY BLVDMILWAUKEEWI53217PUBLICCHARITABLE DONATION$10,000
YALE MEDICAL SCHOOL
367 CEDAR STREETNEW HAVENCT06510PUBLICCHARITABLE DONATION$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,412,147TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,251,915ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$439,141ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$2,574ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,688,482ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,688,482TotalIncomeProducingActyAmt

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$3,900Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
INVESTMENT IN LENDING FUNDFMV$1,500,000$1,528,032
INVESTMENT IN INVESTMENT FUNDSFMV$8,878,087$8,818,817

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$21,823LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT EXPENSES$397$397$0
FILING FEES$20$0$0
NON-DEDUCTIBLE EXPENSES$3,094$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescINVESTMENT INCOMEDesc
Revenue And Expenses Per Books$439,141RevenueAndExpensesPerBooksAmt
Net Investment Income$439,141NetInvestmentIncomeAmt
Adjusted Net Income$439,141AdjustedNetIncomeAmt

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 TAXESCategoryTxt
Amt$15,913Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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