KATZ FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- KATZ FAMILY FOUNDATION (EIN 46-0493067)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-07
- IRS object ID
- 201811279349101281
- Schema version
- 2017v2.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-07T18:10:45-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-05-01 | 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 | 2018-05-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,279,204 | 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 | $810,283 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $831,746 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $810,283 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $49 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $49 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $49 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,292,410 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $810,332 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $831,795 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $810,332 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $7,900 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $11,835 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $11,835 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $19,729 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $19,729 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,901 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $5,901 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $45,365 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $45,365 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $921,213 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $921,213 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $966,578 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $45,365 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $921,213 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$156,246 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $831,795 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $764,967 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $176,023 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,420,296 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,420,296 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $15,770,608 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $15,831,131 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $15,952,012 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $2,352,920 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $891,878 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $906,896 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $18,299,551 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,143,305 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,279,204 | 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 | $18,299,551 | RetainedEarningBOYAmt |
| Retained Earning EOY | $18,143,305 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,299,551 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,143,305 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,299,551 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,143,305 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,299,551 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$156,246 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $18,143,305 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,143,305 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 25,000- MONROVIA CALIF BE | P | 2014-01-08 | 2017-03-22 | $25,000 | $25,000 | $0 | $0 |
| 1,585,000- NEW YORK NY BE | P | 2016-04-18 | 2017-10-02 | $1,585,000 | $1,585,000 | $0 | $0 |
| 75,000- NEW YORK NY BE | P | 2016-04-08 | 2017-09-05 | $75,000 | $75,000 | $0 | $0 |
| 40,000- LOS ANGELES CA BE | P | 2009-12-03 | 2017-08-03 | $40,000 | $40,000 | $0 | $0 |
| 150,000- MORGAN STANLEY | P | 2012-03-28 | 2017-12-28 | $150,000 | $150,000 | $0 | $0 |
| 250,000- VERIZON CMMNCTNS | P | 2013-09-11 | 2017-11-30 | $265,410 | $265,410 | $0 | $0 |
| 152,000- ILLINOIS ST BUILD AMER BDS | P | 2017-07-03 | 2017-07-03 | $152,000 | $152,000 | $0 | $0 |
| 500,000- BANK OF AMERICA CORP GLB | P | 2016-04-08 | 2017-12-01 | $500,000 | $500,000 | $0 | $0 |
| 1,000,000- ILLINOIS ST G/O UNLTD | P | 2016-04-08 | 2017-03-01 | $1,000,000 | $1,000,000 | $0 | $0 |
| 500,000- MERRILL LYNCH & CO SUBORDINATE NOTES | P | 2016-04-11 | 2017-05-02 | $500,000 | $500,000 | $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 | $963,743 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $18,226,230 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052877 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $853,371 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $18,214,169 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046852 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $971,119 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $18,476,473 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052560 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $854,259 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $18,711,262 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045655 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $946,973 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $18,759,707 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050479 | DistributionYr5Rt |
| Total Distribution | 0.248423 | TotalDistributionRt |
| Average Distribution | 0.049685 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,245,205 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $906,513 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,318 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $914,831 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $921,213 | 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 | $8,318 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,318 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,318 | 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 | $2,082 | OverpaymentAmt |
| Applied To ES Tax | $2,082 | 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 |
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 | $17,669,603 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $853,448 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,523,051 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,523,051 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $277,846 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,245,205 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $912,260 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $912,260 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,318 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,318 | TotalTaxAmt |
| Distributable Before Adj | $903,942 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $903,942 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $903,942 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $921,213 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $921,213 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,318 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $912,895 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $903,942 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $827,004 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $921,213 | QualifyingDistributionsAmt |
| Applied To Year1 | $827,004 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $94,209 | 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 | $809,733 | 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 (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A PLACE CALLED HOME | |||||||
| 2830 S CENTRAL AVENUE | LOS ANGELES | CA | 90011 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $900 |
| AIDSLIFECYCLE | |||||||
| 1125 N MCCADDEN PLACE | LOS ANGELES | CA | 90038 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $250 |
| CELIAC DISEASE FOUNDATION | |||||||
| 20350 VENTURA BLVD SUITE 240 | WOODLAND HILLS | CA | 91364 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $500 |
| 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 | $2,500 |
| 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 |
| JEWISH BIG BROTHERS BIG SISTERS | |||||||
| 6505 WILSHIRE BLVD SUITE 600 | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,700 |
| LOYOLA MARYMOUNT UNIVERSITY | |||||||
| 1 LMU DRIVE SUITE 1880 | LOS ANGELES | CA | 90045 | NONE | PUBLIC CHARITY | EDUCATION | $100,000 |
| MARLBOROUGH SCHOOL | |||||||
| 250 SOUTH ROSSMORE AVENUE | LOS ANGELES | CA | 90004 | NONE | PUBLIC CHARITY | EDUCATION | $500 |
| MILKEN COMMUNITY HIGH SCHOOL | |||||||
| 15800 ZELDNIS WAY | LOS ANGELES | CA | 90049 | NONE | PUBLIC CHARITY | EDUCATION | $71,000 |
| RETT SYNDROME RESEARCH TRUST | |||||||
| 4600 DEVITT DRIVE | CINCINNATI | OH | 45246 | NONE | PUBLIC CHARITY | RESEARCH | $1,500 |
| SOUND BODY SOUND MIND FOUNDATION | |||||||
| 11100 SANTA MONICA BLVD SUITE 1910 | LOS ANGELES | CA | 90025 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $5,000 |
| STEPHEN S WISE TEMPLE | |||||||
| 15500 STEPHEN S WISE DRIVE | LOS ANGELES | CA | 90077 | NONE | PUBLIC CHARITY | RELIGIOUS | $30,995 |
| SUGAR & STILETTOS CHARITABLE FOUNDATION | |||||||
| 269 S BEVERLY DRIVE SUITE 338 | BEVERLY HILLS | CA | 90212 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $500 |
| TEEN LINE | |||||||
| PO BOX 48750 | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,200 |
| THE JEWISH FEDERATION | |||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $10,000 |
| THE UCLA FOUNDATION | |||||||
| 10920 WILSHIRE BLVD SUITE 900 | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | EDUCATION | $106,720 |
| TOWER CANCER RESEARCH FOUNDATION | |||||||
| 9090 WILSHIRE BLVD SUITE 350 | BEVERLY HILLS | CA | 90211 | NONE | PUBLIC CHARITY | RESEARCH | $7,000 |
| UCLA OPERATION MEND | |||||||
| 924 WESTWOOD BLVD SUITE 1040 | LOS ANGELES | CA | 90095 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $11,765 |
| UCLA'S JONSSON COMPREHENSIVE CANCER CENTER | |||||||
| PO BOX 951781 | LOS ANGELES | CA | 90095 | NONE | PUBLIC CHARITY | RESEARCH | $21,500 |
| VASAAR COLLEGE | |||||||
| 124 RAYMOND AVENUE | POUGHKEEPSIE | NY | 12604 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $500 |
| WESTSIDE FAMILY YMCA | |||||||
| 11311 LA GRANGE AVENUE | LOS ANGELES | CA | 90025 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $248,000 |
| WESTSIDE GUILD OF CHILDRENS HOSPITAL LA | |||||||
| PO BOX 49602 | LOS ANGELES | CA | 90049 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $500 |
| WISE FREEDOM SCHOOL PARTNERS | |||||||
| 15500 STEPHEN S WISE DRIVE | LOS ANGELES | CA | 90077 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $212,500 |
| YALE TENNIS ASSOCIATION | |||||||
| PO BOX 1844 | NEW HAVEN | CT | 06508 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $500 |
| YMCA OF METROPOLITAN LOS ANGELES | |||||||
| 625 S NEW HAMPSHIRE AVENUE | LOS ANGELES | CA | 90005 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $37,333 |
| YMCA OF NORTH VALLEY | |||||||
| 11336 CORBIN AVENUE | NORTHRIDGE | CA | 91326 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $3,750 |
| LOCAL DEVELOPMENT CATALYST NETWORK | |||||||
| 21 WORTHEN RD | LEXINGTON | MA | 02421 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $12,400 |
| ANIMAL PROTECTORATES | |||||||
| PO BOX 1645 | BURBANK | CA | 91507 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $500 |
| THE LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | NONE | PUBLIC CHARITY | RESEARCH | $1,000 |
| ADVANCE ABILITIES | |||||||
| 308 FOLCROFT STREET | BALTIMORE | MD | 21224 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $500 |
| BOB WOODRUFF FAMILY FOUNDATION INC | |||||||
| 1350 BROADWAY SUITE 905 | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $4,800 |
| CATHEDRAL HIGH SCHOOL EDUCATION FOUNDATION | |||||||
| 312 7TH AVE N | SAINT CLOUD | MN | 56303 | NONE | PUBLIC CHARITY | EDUCATION | $1,000 |
| CONCERN FOUNDATION FOR CANCER RESEARCH | |||||||
| 11111 WEST OLYMPIC BLVD STE 214 | LOS ANGELES | CA | 90064 | NONE | PUBLIC CHARITY | RESEARCH | $500 |
| FIRST STAR INC | |||||||
| 2049 CENTURY PARK EAST SUITE 4320 | LOS ANGELES | CA | 90067 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 |
| FRIENDS OF THE JEWISH CHAPEL INC | |||||||
| 326 FIRST ST STE 22 | ANNAPOLIS | MD | 21403 | NONE | PUBLIC CHARITY | RELIGIOUS | $500 |
| GBPLF ONE AMERICA APPEAL | |||||||
| PO BOX 14141 | COLLEGE STATION | TX | 77841 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $5,000 |
| LEAD OC ADVANCING PHILANTHROPHY | |||||||
| 4340 VON KARMAN AVENUE SUITE 380 | NEWPORT BEACH | CA | 92660 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $4,900 |
| PADRES PEDAL THE CAUSE | |||||||
| 2445 FIFTH AVENUE SUITE 402 | SAN DIEGO | CA | 92101 | NONE | PUBLIC CHARITY | RESEARCH | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $921,213 | 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 | $810,283 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49 | 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 | $810,332 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $810,332 | 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 | $7,900 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,900 | 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 | $906,896 | 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 | $15,831,131 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $15,952,012 | StateLocalSecEOYFMVAmt |
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 | $2,790 | $0 | $2,790 | $0 |
| OVERHEAD | $3,000 | $0 | $3,000 | $0 |
| BANK SERVICE CHARGES | $30 | $0 | $30 | $0 |
| POSTAGE & DELIVERY | $81 | $0 | $81 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LICENSES | $150 | $0 | $150 | $0 |
| US TREASURY | $11,685 | $0 | $11,685 | $0 |
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