KATCHER FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- KATCHER FAMILY FOUNDATION INC (EIN 65-0715498)
- Tax period
- 2017-12-01 to 2018-11-30
- Filed
- 2019-07-24
- IRS object ID
- 201922059349100122
- Schema version
- 2017v2.3
- 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
- Acty Not Previously Rpt Expln
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-07-24T16:36:08-05:00 | ReturnTs |
| Tax Period End | 2018-11-30 | 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 | 2017-12-01 | 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 | 2019-07-11 | 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 | 155.201.42.157 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-07-11 | IPDt |
| IP Tm | 10:53:00 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 279C6F90F315280A9670582D39815AAE9BBC3A4D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $456,230 | 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 | $40,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $36,041 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,041 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $75,571 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,524,293 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $75,571 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $151,612 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $111,612 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $3,500 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,871 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,435 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,435 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,530 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $9,434 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,434 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $361 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $361 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,696 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,796 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,869 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $847,987 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $847,987 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $867,683 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,796 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $859,856 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$716,071 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $108,816 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $103,388 | CashBOYAmt |
| Cash EOY | $12,136 | CashEOYAmt |
| Cash EOYFMV | $12,136 | CashEOYFMVAmt |
| Corporate Stock BOY | $244,750 | CorporateStockBOYAmt |
| Corporate Stock EOY | $244,750 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $229,100 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $743,051 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $118,268 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $214,994 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,091,189 | TotalAssetsBOYAmt |
| Total Assets EOY | $375,154 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $456,230 | 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 | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,091,189 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $375,154 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,091,189 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $375,154 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,091,189 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$716,071 | ExcessRevenueOverExpensesAmt |
| Other Increases | $36 | OtherIncreasesAmt |
| Subtotal | $375,154 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $375,154 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| B.RILEY - PUBLICLY TRADED SECURITIES | P | $1,171,316 | $0 | $1,188,847 | -$17,531 | -$17,531 |
| B.RILEY - PUBLICLY TRADED SECURITIES | P | $352,977 | $0 | $259,875 | $93,102 | $93,102 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $75,571 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $75,571 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,478,834 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,543,697 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.957982 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,728,848 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,407,300 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.228486 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,558,980 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,531,813 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.017735 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,693,901 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,664,796 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.363124 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,952,979 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,596,269 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.752225 | DistributionYr5Rt |
| Total Distribution | 4.319552 | TotalDistributionRt |
| Average Distribution | 0.863910 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $850,197 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $734,494 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,088 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $735,582 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $859,856 | 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 | $1,088 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,088 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,088 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,138 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,138 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,050 | OverpaymentAmt |
| Applied To ES Tax | $7,050 | 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 | Yes (1) | 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 |
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 | $826,269 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,875 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $863,144 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $863,144 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,947 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $850,197 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $42,510 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $42,510 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,088 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,088 | TotalTaxAmt |
| Distributable Before Adj | $41,422 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $41,422 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $41,422 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $859,856 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $859,856 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,088 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $858,768 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $41,422 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,826,482 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,487,654 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,508,635 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,667,411 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,402,495 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,892,677 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $859,856 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $41,422 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $818,434 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,711,111 | 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 | $1,826,482 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,884,629 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,487,654 | ExcessFromYear4Amt |
| Excess From Year3 | $1,508,635 | ExcessFromYear3Amt |
| Excess From Year2 | $1,667,411 | ExcessFromYear2Amt |
| Excess From Year1 | $1,402,495 | ExcessFromYear1Amt |
| Excess From Current Year | $818,434 | 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 (46 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 | $2,500 |
| ACES | |||||||
| 109 DUNCAN HALL AUBURN UNIVERSITY | AUBURN | AL | 36849 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $1,100 |
| ACLU FOUNDATION | |||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $400 |
| AMERICAN FOLK ART MUSEUM | |||||||
| 2 LINCOLN SQUARE | NEW YORK | NY | 10023 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $6,500 |
| ANDERSON RANCH ARTS CENTER | |||||||
| POST OFFICE BOX 5598 | SNOWMASS VILLAGE | CO | 81615 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $9,000 |
| ASPEN COMMUNITY FOUNDATION | |||||||
| 455 GOLD RIVERS COURT SUIT 515 | BASALT | CO | 81621 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $2,250 |
| ASPEN MUSIC FESTIVAL & SCHOOL | |||||||
| 225 MUSIC SCHOOL ROAD | ASPEN | CO | 81611 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $38,300 |
| ASPEN PUBLIC RADIO | |||||||
| 110 EAST HALLAM STREET SUITE 134 | ASPEN | CO | 81611 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $2,500 |
| BISCAYNE NATURE PRESERVE | |||||||
| 6767 CRANDON BLVD | KEY BISCAYNE | FL | 33149 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $250 |
| BRICKELL AVENUE LITERARY SOCIETY | |||||||
| 18495 S DIXIE HWY 312 | MIAMI | FL | 33157 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $250 |
| 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 |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 E 60TH STREET | NEW YORK | NY | 10022 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $1,000 |
| CONCERT ARTISTS GUILD | |||||||
| 850 SEVENTH AVENUE PH-A | NEW YORK | NY | 10019 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $10,000 |
| COUNCIL OF FOREIGN RELATIONS | |||||||
| 58 EAST 68TH STREET | NEW YORK | NY | 10065 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $5,000 |
| EARLY CHILDHOOD INITIATIVE FOUNDATION | |||||||
| 405 FIRST ST SE | LITTLE FALLS | MN | 56345 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $67,500 |
| EXCEPTIONAL EDUCATION OUTREACH BAHAMAS | |||||||
| 650 NE 67 STREET | MIAMI | FL | 33138 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $250 |
| FAIRCHILD TROPICAL BOTANIC GARDENS | |||||||
| 10901 OLD CUTLER ROAD | CORAL GABLES | FL | 33156 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $1,000 |
| FLORENCE PROJECT | |||||||
| PO BOX 654 | FLORENCE | AZ | 85132 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $15,000 |
| FRIENDS OF WLRN | |||||||
| 169 E FLAGLER STREET SUITE 1400 | MIAMI | FL | 33131 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $1,200 |
| FUNDING ARTS NETWORK | |||||||
| 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 | $140 |
| HUMAN RIGHTS WATCH | |||||||
| 350 FIFTH AVENUE 34TH FLOOR | NEW YORK | NY | 10118 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $5,000 |
| LIFSOURCE IRRIGATION | |||||||
| 214 WEST 30TH ST | NEW YORK | NY | 10001 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $1,198 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 5TH AVENUE | NEW YORK | NY | 10028 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $53,000 |
| MIAMI CITY BALLET | |||||||
| 220 LIBERTY AVENUE | MIAMI BEACH | FL | 33139 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $50,000 |
| MUSEUM OF MODERN ART | |||||||
| 11 W 53RD STREET | NEW YORK | NY | 10019 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $360 |
| 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 | $58,500 |
| NEW YORK HISTORICAL SOCIETY | |||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $1,500 |
| NEW YORK LANDMARKS CONSERVANCY | |||||||
| 1 WHITEHALL STREET | NEW YORK | NY | 10004 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $500 |
| NPR FOUNDATION | |||||||
| 1111 N CAPITOL STREET NE | WASHINGTON | DC | 20002 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $50,000 |
| PEOPLE FOR THE AMERICAN WAY FOUNDATION | |||||||
| 1101 15TH STREET NW SUITE 600 | WASHINGTON | DC | 20005 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $1,000 |
| PEREZ ART MUSEUM MIAMI | |||||||
| 1103 BISCAYNE BLVD | MIAMI | FL | 33132 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $6,000 |
| PLANNED PARENTHOOD ACTION FUND | |||||||
| PO BOX 96771 | WASHINGTON | DC | 96771 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $5,000 |
| PROLOGUE SOCIETY | |||||||
| 18495 S DIXIE HIGHWAY 373 | MIAMI | FL | 33157 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $1,000 |
| RAICES | |||||||
| 5121 CRESTWAY DRIVE 105 | SAN ANTONIO | TX | 78239 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $15,000 |
| REPORTERS COMMITTEE FREDOM OF THE PRESS | |||||||
| 1156 15TH ST NW SUITE 1020 | WASHINGTON | DC | 20005 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $2,000 |
| STORY CORPS | |||||||
| 880 HANSON PLACE 2ND FLOOR | BROOKLYN | NY | 11217 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $5,000 |
| TEMPLE JUDEA | |||||||
| 5500 GRANADA BLVD | CORAL GABLES | FL | 33146 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $6,439 |
| THE ASPEN INSTITUTE | |||||||
| ONE DUPONT CIRCLE NW SUITE 700 | WASHINGTON | DC | 20036 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $5,000 |
| THE JEWISH MUSEUM | |||||||
| 301 WASHINGTON AVENUE | MIAMI BEACH | FL | 33139 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $250 |
| THE MIAMI FOUNDATION | |||||||
| 40 NW 3RD STREET SUITE 305 | MIAMI | FL | 33128 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $500 |
| THE ROCKEFELLER UNIVERSITY | |||||||
| 1230 YORK AVE | NEW YORK | NY | 10065 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $25,000 |
| UNITED WAY OF MIAMI DADE | |||||||
| 3250 SW 3RD AVENUE | MIAMI | FL | 33129 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $317,500 |
| WNYC | |||||||
| PO BOX 1550 | NEW YORK | NY | 10116 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $847,987 | 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 | $36,041 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $75,571 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $111,612 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $111,612 | 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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| KATHERINE KATCHER | ||||||
| 1 | 54 EL CAMINO REAL | BERKELEY | CA | 94705 | $10,000 | Yes (X) |
| MARGARET KATCHER | ||||||
| 2 | 4197 DOUGLAS ROAD | MIAMI | FL | 33133 | $10,000 | Yes (X) |
| PAUL KATCHER | ||||||
| 3 | 715 PARK AVENUE 5E | NEW YORK | NY | 10021 | $10,000 | Yes (X) |
| JANE KATCHER | ||||||
| 4 | 4197 DOUGLAS ROAD | MIAMI | FL | 33133 | $5,000 | Yes (X) |
| ELIZABETH KATCHER | ||||||
| 5 | 14681 ALBRIGHT STREET | PACIFIC PALISADES | CA | 90272 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,871 | Amt |
| Net Investment Income | $2,435 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,435 | DisbursementsCharitablePrpsAmt |
Acty Not Previously Rpt Expln ActyNotPreviouslyRptExpln
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE KATCHER FAMILY FOUNDATION HAS ENGAGED IN A NEW INIATIVE TO INFORM AND EDUCATE THE PUBLIC ABOUT ALL ASPECTS OF TRADITIONAL AMERICAN FOLK ART AND AMERICANA. THE GOAL OF THE INITIATIVE IS TO PUBLISH SCHOLARLY ARTICLES AND INFORMATION ON VARIOUS ASPECTS OF TRADITIONAL AMERICAN FOLK ART AND AMERICANA IN A LIMITED NUMBER OF HARD COPY JOURNALS AND A FREE ONLINE E-JOURNAL. AMERICANA EDUCATION INITIATIVE LLC EIN: N/A | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MFA FINANCIAL | StockNm |
| EOY Book Value | $244,750 | EOYBookValueAmt |
| EOYFMV | $229,100 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ASSURED GUARANTY LTD | AT COST | $22,591 | $40,820 |
| AES CORP | AT COST | $14,808 | $48,360 |
| THERMO FISHER SCIENTIFIC INC | AT COST | $79,827 | $124,775 |
| VANGUARD FIXED INCOME | AT COST | $1,042 | $1,039 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MISCELLANEOUS EXPENSES | $281 | $281 | $0 | $0 |
| ADVISORY FEES | $80 | $80 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $36 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INCOME TAX EXPENSE | $980 | $0 | $0 | $0 |
| FOREIGN TAXES | $550 | $0 | $0 | $0 |
Comments