KATZ FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- KATZ FAMILY FOUNDATION (EIN 46-0493067)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-15
- IRS object ID
- 201901359349103525
- Schema version
- 2018v3.1
- 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 | 2019-05-15T16:37:06-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | RONALD KATZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3102478191 | PhoneNum |
| Signature | 2019-05-13 | 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 | 2019-05-14 | 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 | 2019-05-13 | IPDt |
| IP Tm | 10:15:04 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1B294E240A2CF53EB06DBCE191DE8C493056D0D5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9AFFAAE84818B75D985E8E13B4A02E1874B9B796 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,596,422 | 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 | $1,011,864 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,011,758 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,011,864 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,443 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,443 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,443 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $222,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,013,307 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,013,201 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,013,307 | 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 | $5,223 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $5,223 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $8,100 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,423 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $6,423 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $36,698 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $36,698 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,374 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $3,374 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $59,818 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $150 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $59,818 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,120,185 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,120,185 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,180,003 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $150 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $59,818 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,120,185 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$166,696 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,013,051 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $953,489 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,420,296 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $285,154 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $285,154 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $15,831,131 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $16,799,577 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $16,432,482 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $891,878 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $891,878 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $878,786 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $18,143,305 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,976,609 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,596,422 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $18,143,305 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,976,609 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,143,305 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,976,609 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,143,305 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,976,609 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,143,305 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$166,696 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $17,976,609 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,976,609 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 25,000- MONROVIA CA | P | 2014-01-08 | 2018-05-01 | $25,000 | $25,000 | $0 | $0 |
| 40,000- LOS ANGELES CA | P | 2009-12-03 | 2018-09-01 | $40,000 | $40,000 | $0 | $0 |
| 152,000- ILLINOIS ST | P | 2018-07-02 | 2018-07-02 | $152,000 | $152,000 | $0 | $0 |
| 5,000- CHICAGO ILL | P | 2014-09-09 | 2018-02-23 | $5,000 | $5,000 | $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 | $912,895 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $18,245,205 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050035 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $963,743 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $18,226,230 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052877 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $853,371 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $18,214,169 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046852 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $971,119 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $18,476,473 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052560 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $854,259 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $18,711,262 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045655 | DistributionYr5Rt |
| Total Distribution | 0.247979 | TotalDistributionRt |
| Average Distribution | 0.049596 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,891,556 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $887,350 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,131 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $897,481 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,120,185 | 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 | $10,131 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,131 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,131 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,400 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,731 | TaxDueAmt |
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 | $17,566,649 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $597,367 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,164,016 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,164,016 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $272,460 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,891,556 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $894,578 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $894,578 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,131 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,131 | TotalTaxAmt |
| Distributable Before Adj | $884,447 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $884,447 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $884,447 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,120,185 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,120,185 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10,131 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,110,054 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $884,447 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $809,733 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,120,185 | QualifyingDistributionsAmt |
| Applied To Year1 | $809,733 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $310,452 | 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 | $573,995 | 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 (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHILDREN'S HOSPITAL LEAGUE | |||||||
| 401 PARK DRIVE SUITE 602 | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $100 |
| COLGATE UNIVERSITY | |||||||
| 13 OAK DRIVE | HAMILTON | NY | 13346 | NONE | PUBLIC CHARITY | EDUCATION | $10,000 |
| DUKE UNIVERSITY | |||||||
| 2138 CAMPUS DRIVE | DURHAM | NC | 27708 | NONE | PUBLIC CHARITY | EDUCATION | $3,000 |
| FIRST STAR INC | |||||||
| 2049 CENTURY PARK EAST SUITE 4320 | LOS ANGELES | CA | 90067 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $28,000 |
| HARMONY PROJECT | |||||||
| 817 VINE STREET SUITE 212 | LOS ANGELES | CA | 90038 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,500 |
| HARVARD-WESTLAKE | |||||||
| 3700 COLDWATER CANYON AVENUE | STUDIO CITY | CA | 91604 | NONE | PUBLIC CHARITY | EDUCATION | $500 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 811 WILSHIRE BLVD 1600 | LOS ANGELES | CA | 90017 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $250 |
| LE LYCEE FRANCAIS DE LOS ANGELES | |||||||
| 3261 OVERLAND AVENUE | LOS ANGELES | CA | 90034 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 |
| LEAD OC ADVANCING PHILANTHROPHY | |||||||
| 4340 VON KARMAN AVENUE SUITE 380 | NEWPORT BEACH | CA | 92660 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $5,000 |
| 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 | $50,000 |
| MARLBOROUGH SCHOOL | |||||||
| 250 SOUTH ROSSMORE AVENUE | LOS ANGELES | CA | 90004 | NONE | PUBLIC CHARITY | EDUCATION | $15,000 |
| MILKEN COMMUNITY HIGH SCHOOL | |||||||
| 15800 ZELDNIS WAY | LOS ANGELES | CA | 90049 | NONE | PUBLIC CHARITY | EDUCATION | $57,500 |
| PPLA | |||||||
| 400 WEST 30TH STREET | LOS ANGELES | CA | 90007 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $27,000 |
| RETT SYNDROME RESEARCH TRUST | |||||||
| 4600 DEVITT DRIVE | CINCINNATI | OH | 45246 | NONE | PUBLIC CHARITY | RESEARCH | $1,000 |
| SOUND BODY SOUND MIND FOUNDATION | |||||||
| 11100 SANTA MONICA BLVD SUITE 1910 | LOS ANGELES | CA | 90025 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $5,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $500 |
| STEPHEN S WISE TEMPLE | |||||||
| 15500 STEPHEN S WISE DRIVE | LOS ANGELES | CA | 90077 | NONE | PUBLIC CHARITY | RELIGIOUS | $256,315 |
| 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 |
| THE UCLA FOUNDATION | |||||||
| 10920 WILSHIRE BLVD SUITE 900 | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | EDUCATION | $210,524 |
| TOWER CANCER RESEARCH FOUNDATION | |||||||
| 9090 WILSHIRE BLVD SUITE 350 | BEVERLY HILLS | CA | 90211 | NONE | PUBLIC CHARITY | RESEARCH | $8,500 |
| UC REGENTS | |||||||
| 1111 FRANKLIN ST 12TH FLOOR | OAKLAND | CA | 94607 | NONE | PUBLIC CHARITY | RESEARCH | $750 |
| UCLA'S JONSSON COMPREHENSIVE CANCER CENTER | |||||||
| PO BOX 951781 | LOS ANGELES | CA | 90095 | NONE | PUBLIC CHARITY | RESEARCH | $24,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,500 |
| YMCA OF METROPOLITAN LOS ANGELES | |||||||
| 625 S NEW HAMPSHIRE AVENUE | LOS ANGELES | CA | 90005 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 |
| YMCA OF NORTH VALLEY | |||||||
| 11336 CORBIN AVENUE | NORTHRIDGE | CA | 91326 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $4,000 |
| CAMP KESEM NATIONAL | |||||||
| 10586 W PICO BLVD 196 | LOS ANGELES | CA | 90064 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $500 |
| COLLINS & KATZ FAMILY YMCA | |||||||
| 1466 S WESTGATE AVENUE | LOS ANGELES | CA | 90025 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $273,446 |
| CHANNEL ISLANDS MARITIME MUSEUM | |||||||
| 3900 BLUEFIN CIRCLE | OXNARD | CA | 93035 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $5,000 |
| CHILDREN'S INSTITUTE INC | |||||||
| 2121 W TEMPLE STREET | LOS ANGELES | CA | 90026 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $16,000 |
| HOSPICE CARE OF SOUTHWEST MICHIGAN | |||||||
| 222 N KALAMAZOO MALL SUITE 100 | KALAMAZOO | MI | 49007 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $100 |
| MAKE-A-WISH FOUNDATION OF THE MID-SOUTH INC | |||||||
| 1780 MORIAH WOODS BLVD SUITE 10 | MEMPHIS | TN | 38117 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $750 |
| OUR HOUSE GRIEF SUPPORT CENTER | |||||||
| 1663 SAWTELLE BLVD SUITE 300 | LOS ANGELES | CA | 90025 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $500 |
| REPRISE 20 | |||||||
| 578 WASHINGTON BLVD 1111 | MARINA DEL REY | CA | 90292 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $5,000 |
| ST LAWRENCE MARTYR CATHOLIC CHURCH | |||||||
| 1900 S PROSPECT AVENUE | REDONDO BEACH | CA | 90277 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $100 |
| THE TAFT SCHOOL | |||||||
| 110 WOODBURY ROAD | WATERTOWN | CT | 06795 | NONE | PUBLIC CHARITY | EDUCATION | $15,000 |
| THE UCLA FOUNDATION - WOODEN ATHLETIC FUND | |||||||
| 405 HILGARD AVENUE | LOS ANGELES | CA | 90099 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $88,700 |
| WISE READERS TO LEADERS | |||||||
| 15500 STEPHEN S WISE DRIVE | LOS ANGELES | CA | 90077 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,120,185 | 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 | $1,011,864 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,443 | 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 | $1,013,307 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,013,307 | 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 | $8,100 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,100 | 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 | $891,878 | EOYBookValueAmt |
| EOYFMV | $878,786 | 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 | $16,799,577 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $16,432,482 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,223 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,223 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE SUPPLIES & EXPENSES | $208 | $0 | $208 | $0 |
| OVERHEAD | $3,000 | $0 | $3,000 | $0 |
| INVESTMENT FEES | $150 | $150 | $150 | $0 |
| POSTAGE & DELIVERY | $16 | $0 | $16 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LICENSES | $105 | $0 | $105 | $0 |
| US TREASURY | $6,318 | $0 | $6,318 | $0 |
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