KATZ FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- KATZ FOUNDATION (EIN 22-3336393)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-04
- IRS object ID
- 201812479349100416
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-04T15:57:59-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221942902 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLOY SILVERSTEIN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 N KINGS HIGHWAY | AddressLine1Txt |
| City | CHERRY HILL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08034 | 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 | 223336393 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATZ FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O DREW KATZ | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KATZ | BusinessNameControlTxt |
| Phone | 8566676440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 905 N KINGS HWY | AddressLine1Txt |
| City | CHERRY HILL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08034 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DREW KATZ | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8566676440 | PhoneNum |
| Signature | 2018-08-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REYNOLD P CICALESE | PreparerPersonNm |
| PTIN | P00028338 | PTIN |
| Phone | 8566674100 | PhoneNum |
| 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 | $2,449,367 | 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 | $4,106,208 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $13,712 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,712 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,963 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,963 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,124,883 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,675 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,844 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $250,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $330 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,781 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,781 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $261,955 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,781 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,254,725 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,254,725 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,516,680 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,781 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,254,725 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,608,203 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,894 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $816,603 | CashBOYAmt |
| Cash EOY | $945,805 | CashEOYAmt |
| Cash EOYFMV | $945,805 | CashEOYFMVAmt |
| Rcvbl From Officers BOY | $2,475 | RcvblFromOfficersBOYAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,481,476 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,503,562 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $819,078 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,427,281 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,449,367 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $819,078 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,427,281 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $819,078 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,427,281 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $819,078 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,427,281 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $819,078 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,608,203 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,427,281 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,427,281 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,889,742 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $985,609 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 3.946537 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,294,332 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $587,050 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 3.908240 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $207,100 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $134,507 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.539697 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $525,736 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $431,320 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.218900 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $763,011 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,133,652 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.673056 | DistributionYr5Rt |
| Total Distribution | 11.286430 | TotalDistributionRt |
| Average Distribution | 2.257286 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,348,995 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,302,354 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $159 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,302,513 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,254,725 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $318 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $318 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $318 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,585 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,585 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,267 | OverpaymentAmt |
| Applied To ES Tax | $2,267 | 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 | NJ | 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 | KATZ ETTIN LEVINE ET AL | IndividualWithBooksNm |
| Phone | 8566676440 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 905 N KINGS HWY | AddressLine1Txt |
| City | CHERRY HILL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08034 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DREW KATZ | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 905 N KINGS HWY | AddressLine1Txt |
| City | CHERRY HILL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $881,204 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,503,562 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,384,766 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,384,766 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,771 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,348,995 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $117,450 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $117,450 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $318 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $318 | TotalTaxAmt |
| Distributable Before Adj | $117,132 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $117,132 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $117,132 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,254,725 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,254,725 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,254,725 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $117,132 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $706,759 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $504,240 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $200,439 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,264,981 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,840,528 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,516,947 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,254,725 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $117,132 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,137,593 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,654,540 | 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 | $706,759 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,947,781 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $504,240 | ExcessFromYear4Amt |
| Excess From Year3 | $200,439 | ExcessFromYear3Amt |
| Excess From Year2 | $2,264,981 | ExcessFromYear2Amt |
| Excess From Year1 | $3,840,528 | ExcessFromYear1Amt |
| Excess From Current Year | $2,137,593 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DREW KATZ | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A LITTLE HOPE | |||||||
| 20 STERLING ROAD S | ARMONK | NY | 10504 | NONE | PUBLIC | CHARITABLE DONATION | $10,000 |
| AL'S CHORAL | |||||||
| 1243 CARDINAL LAKE DRIVE | CHERRY HILL | NJ | 08003 | NONE | PUBLIC | CHARITABLE DONATION | $500 |
| COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | |||||||
| 622 WEST 113TH STREET | NEW YORK | NY | 10025 | NONE | PUBLIC | CHARITABLE DONATION | $200,000 |
| COMMUNITY FOUNDATION OF SOUTH JERSEY | |||||||
| 14 KINGS HIGHWAY WEST SUITE 102 | HADDONFIELD | NJ | 08033 | NONE | PUBLIC | CHARITABLE DONATION | $5,000 |
| DIABETES RESEARCH INSTITUTE | |||||||
| 200 SOUTH PARK ROAD SUITE 100 | HOLLYWOOD | FL | 33021 | NONE | PUBLIC | CHARITABLE DONATION | $12,500 |
| DWIGHT ENGLEWOOD D-E FUND | |||||||
| 315 EAST PALISIDE AVENUE | ENGLEWOOD | NJ | 07631 | NONE | PUBLIC | CHARITABLE DONATION | $25,000 |
| FIRST NAZARENE BAPTIST CHURCH | |||||||
| 1500 SOUTH 8TH ST | CAMDEN | NJ | 08104 | NONE | PUBLIC | CHARITABLE DONATION | $1,000 |
| FRIENDS OF KNOWLEDGE A TO Z ACADEMY CHARTER SCHOOL INC | |||||||
| 905 N KINGS HIGHWAY | CHERRY HILL | NJ | 08034 | NONE | PUBLIC | CHARITABLE DONATION | $5,000 |
| JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY | |||||||
| 9901 DONNA KLEIN BOULEVARD | BOCA RATON | FL | 33428 | NONE | PUBLIC | CHARITABLE DONATION | $29,000 |
| LEWY BODY DEMENTIA ASSOCIATION | |||||||
| 912 KILLIAN HILL | SW LILBURN | GA | 30047 | NONE | PUBLIC | CHARITABLE DONATION | $5,000 |
| LLITCH CHARITIES | |||||||
| 221 WOODWARD AVENUE | DETROIT | MI | 482013400 | NONE | PUBLIC | CHARITABLE DONATION | $5,000 |
| LONGPORT FIRE DEPARTMENT | |||||||
| 2305 ATLANTIC AVE | LONGPORT | NJ | 08403 | NONE | PUBLIC | CHARITABLE DONATION | $250 |
| MARCH OF DIMES | |||||||
| 1275 MAMARONECK AVENUE | WHITE PLAINS | NY | 10605 | NONE | PUBLIC | CHARITABLE DONATION | $5,000 |
| MEMORIAL SLOAN KETTERING | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PUBLIC | CHARITABLE DONATION | $1,000 |
| MILTON & BETTY KATZ JCC | |||||||
| 501 N JEROME AVENUE | MARGATE | NJ | 08402 | NONE | PUBLIC | CHARITABLE DONATION | $5,000 |
| MUSEUM OF THE AMERICAN REVOLUTION | |||||||
| 123 CHESTNUT STREET SUITE 401 | PHILADELPHIA | PA | 19106 | NONE | PUBLIC | CHARITABLE DONATION | $200,000 |
| NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY | |||||||
| 101 SOUTH INDEPENDENCE MALL EAST | PHILADELPHIA | PA | 19106 | NONE | PUBLIC | CHARITABLE DONATION | $400,000 |
| PROSTATE CANCER FOUNDATION | |||||||
| 1250 FOURTH STREET | SANTA MONICA | CA | 90401 | NONE | PUBLIC | CHARITABLE DONATION | $225,000 |
| RENS BASKETBALL | |||||||
| 261 FIFTH AVENUE 2ND FLOOR | NEW YORK | NY | 10016 | NONE | PUBLIC | CHARITABLE DONATION | $15,000 |
| RONALD MCDONALD HOUSE | |||||||
| 550 MICKLE BLVD | CAMDEN | NJ | 08103 | NONE | PUBLIC | CHARITABLE DONATION | $5,475 |
| TARA MILLER MELANOMA FOUNDATION | |||||||
| PO BOX 3154 | MARGATE | NJ | 08402 | NONE | PUBLIC | CHARITABLE DONATION | $30,000 |
| TEMPLE UNIVERSITY | |||||||
| 1852 N 10TH STREET | PHILADELPHIA | PA | 19122 | NONE | PUBLIC | CHARITABLE DONATION | $1,010,000 |
| THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | |||||||
| 711 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC | CHARITABLE DONATION | $5,000 |
| THE UMBRELLA | |||||||
| 40 STOW STREET | CONCORD | MA | 01742 | NONE | PUBLIC | CHARITABLE DONATION | $5,000 |
| WILSON DISEASE ASSOCIATION | |||||||
| 5572 NORTH DIVERSEY BOULEVARD | MILWAUKEE | WI | 53217 | NONE | PUBLIC | CHARITABLE DONATION | $40,000 |
| WOODROW WILSON HIGH SCHOOLSENIOR CLASS | |||||||
| 201 N FRONT ST | CAMDEN | NJ | 08102 | NONE | PUBLIC | CHARITABLE DONATION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,254,725 | 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 | $13,712 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,963 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $18,675 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,675 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEWIS KATZ CHARITABLE LEAD TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 905 N KINGS HWY | AddressLine1Txt |
| City | CHERRY HILL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,106,199 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS IN PARTNERSHIPS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,481,476 | BookValueAmt |
| EOYFMV | $1,503,562 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,844 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSE | Desc |
| Revenue And Expenses Per Books | $2,781 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,781 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $4,963 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,963 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,963 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $250,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE TAX | CategoryTxt |
| Amt | $330 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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