KATCHER FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- KATCHER FAMILY FOUNDATION INC (EIN 65-0715498)
- Tax period
- 2016-12-01 to 2017-11-30
- Filed
- 2018-10-15
- IRS object ID
- 201842889349100114
- Schema version
- 2016v3.0
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-15T10:09:26-05:00 | ReturnTs |
| Tax Period End | 2017-11-30 | 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 | 2016-12-01 | 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 | 2018-10-12 | 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 | 155.201.42.155 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-12 | IPDt |
| IP Tm | 16:46:55 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6E227E1713D54AE899AA6451E332F1429FD763AE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 72F654664FBC1388F3D7EABF2E7E879CD68D647D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,147,347 | 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 | $20,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $47,378 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,378 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$750 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,882,015 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $66,628 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,378 | 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 |
| Accounting Fees Rev And Expnss | $8,063 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,031 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,031 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $14,690 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $8,327 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,327 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,072 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,072 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,152 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,103 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,358 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,466,899 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,466,899 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,499,051 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,103 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,479,257 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,432,423 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,275 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $212,046 | CashBOYAmt |
| Cash EOY | $103,388 | CashEOYAmt |
| Cash EOYFMV | $103,388 | CashEOYFMVAmt |
| Corporate Stock BOY | $244,750 | CorporateStockBOYAmt |
| Corporate Stock EOY | $244,750 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $252,800 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,112,460 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $743,051 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $791,159 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,569,256 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,091,189 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,147,347 | 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 | $2,569,256 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,091,189 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,569,256 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,091,189 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,569,256 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,432,423 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,136,833 | SubtotalAmt |
| Other Decreases | $45,644 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,091,189 | 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 |
|---|---|---|---|---|---|---|
| WUNDERLICH - PUBLICLY TRADED SECURITIES | P | $1,785,389 | $0 | $1,785,400 | -$11 | -$11 |
| MORGAN STANLEY - PUBLICLY TRADED SECURITIES | P | $1,096,626 | $0 | $1,097,365 | -$739 | -$739 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$750 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$750 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,728,848 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,407,300 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.228486 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,558,980 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,531,813 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.017735 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,693,901 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,664,796 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.363124 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,952,979 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,596,269 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.752225 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,084,475 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,789,748 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.388736 | DistributionYr5Rt |
| Total Distribution | 3.750306 | TotalDistributionRt |
| Average Distribution | 0.750061 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,543,697 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,157,867 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $423 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,158,290 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,479,257 | 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 | $423 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $423 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $423 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,561 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,561 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,138 | OverpaymentAmt |
| Applied To ES Tax | $8,138 | 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 | 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 | 33131 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JANE KATCHER | ||||||||
| 4197 DOUGLAS ROAD | MIAMI | FL | 33131 | 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 | $1,488,152 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $79,053 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,567,205 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,567,205 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,508 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,543,697 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $77,185 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $77,185 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $423 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $423 | TotalTaxAmt |
| Distributable Before Adj | $76,762 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $76,762 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $76,762 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,479,257 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,479,257 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $423 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,478,834 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $76,762 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $947,315 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,826,482 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,487,654 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,508,635 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,667,411 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,437,497 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,479,257 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $76,762 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,402,495 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,839,992 | 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 | $947,315 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,892,677 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,826,482 | ExcessFromYear4Amt |
| Excess From Year3 | $1,487,654 | ExcessFromYear3Amt |
| Excess From Year2 | $1,508,635 | ExcessFromYear2Amt |
| Excess From Year1 | $1,667,411 | ExcessFromYear1Amt |
| Excess From Current Year | $1,402,495 | 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 (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 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 | $200 | |
| American Folk Art Museum | ||||||||
| 2 LINCOLN SQUARE | NEW YORK | NY | 10023 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $500 | |
| ASPEN COMMUNITY FOUNDATION | ||||||||
| 455 GOLD RIVERS COURT SUIT 515 | BASALT | CO | 81621 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $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 | |
| Because Black is Still Beautiful | ||||||||
| 120 MACDONALD AVENUE SUITE 207 | RICHMOND | VA | 94801 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $20,000 | |
| Birthright Israel Foundation | ||||||||
| PO BOX 5892 | HICKSVILLE | NY | 11802 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $1,500 | |
| Carnegie Hill Neighbors | ||||||||
| 1326 MADISON AVENUE | NEW YORK | NY | 10128 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $1,500 | |
| Central Park Conservancy | ||||||||
| 14 E 60TH STREET | NEW YORK | NY | 10022 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $1,000 | |
| COMMON CAUSE | ||||||||
| 805 15TH STREET NW SUITE 800 | WASHINGTON | DC | 20005 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $150 | |
| Concert Artists Guild | ||||||||
| 850 SEVENTH AVENUE PH-A | NEW YORK | NY | 10019 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $10,000 | |
| EARLY CHILDHOOD INITIATIVE FOUNDATION | ||||||||
| 405 FIRST ST SE | LITTLE FALLS | MN | 56345 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $75,000 | |
| 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 | |
| Fenimore Art Museum | ||||||||
| 5798 NY-80 | COPPERSTOWN | NY | 13326 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $10,000 | |
| FRIENDS OF THE SMITHSONIAN | ||||||||
| PO BOX 37012 | WASHINGTON | DC | 20013 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $250 | |
| Friends of WLRN | ||||||||
| 169 E FLAGLER STREET SUITE 1400 | MIAMI | FL | 33131 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $1,200 | |
| GREATER MIAMI JEWISH FEDERATION | ||||||||
| STANLEY C MEYERS BUILDING 4200 | MIAMI | FL | 33137 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $10,000 | BISCAYNE BOULEVARD |
| GUGGENHEIM MUSEUM | ||||||||
| 1071 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $150 | |
| HUMAN RIGHTS WATCH | ||||||||
| 350 FIFTH AVENUE 34TH FLOOR | NEW YORK | NY | 10118 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $1,000 | |
| INDIVISIBLE PROJECT | ||||||||
| 1120 20TH STREET NW SUITE 300 SOUTH | WASHINGTON | DC | 20036 | none | PC | FUNDING FOR CHARITABLE PURPOSES | $200 | |
| KAKENYA CENTER FOR EXCELLENCE | ||||||||
| 4250 NORTH FAIRFAX DR SUITE 600 | ARLINGTON | VA | 22203 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $1,000 | |
| Metropolitan Museum of Art | ||||||||
| 1000 5TH AVENUE | NEW YORK | NY | 10028 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $21,000 | |
| Miami City Ballet | ||||||||
| 220 LIBERTY AVENUE | MIAMI BEACH | FL | 33139 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $25,000 | |
| Museum of Modern Art | ||||||||
| 11 W 53RD STREET | NEW YORK | NY | 10019 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $350 | |
| Museum of the City of New York | ||||||||
| 1220 5TH AVENUE AND 103RD STREET | NEW YORK | NY | 10029 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $300 | |
| New World Symphony | ||||||||
| 500 17TH STREET | MIAMI BEACH | FL | 33139 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $367,299 | |
| NEW YORK HISTORICAL SOCIETY | ||||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $500 | |
| New York Landmarks Conservancy | ||||||||
| 1 WHITEHALL STREET | NEW YORK | NY | 10004 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $350 | |
| NPR Foundation | ||||||||
| 1111 N CAPITOL STREET NE | WASHINGTON | DC | 20002 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $50,000 | |
| PALEY CENTER FOR MEDIA | ||||||||
| 25 WEST 52 STREET | NEW YORK | NY | 10019 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $50 | |
| Perez Art Museum Miami | ||||||||
| 1103 BISCAYNE BLVD | MIAMI | FL | 33132 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $102,000 | |
| PLANNED PARENTHOOD ACTION FUND | ||||||||
| PO BOX 96771 | WASHINGTON | DC | 96771 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $3,500 | |
| PRISON UNIVERSITY PROJECT | ||||||||
| PO BOX 492 | SAN QUENTIN | CA | 94964 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $2,500 | |
| Prologue Society | ||||||||
| 18495 S DIXIE HIGHWAY 373 | MIAMI | FL | 33157 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $1,500 | |
| SAN FRANCISCO SYMPHONY | ||||||||
| DAVIES SYMPHONY HALL 201 VAN NESS | SAN FRANCISCO | CA | 94102 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $300 | |
| Sanctuary for Families | ||||||||
| PO BOX 1406 WALL STREET STATION | NEW YORK | NY | 10268 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $1,000 | |
| SIERRA CLUB | ||||||||
| 2101 WEBSTER ST SUITE 1300 | OAKLAND | CA | 94612 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $250 | |
| Society for Pediatric Radiology | ||||||||
| 1891 PRESTON WHITE DRIVE | RESTON | VA | 20191 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $2,500 | |
| Story Corps | ||||||||
| 880 HANSON PLACE 2ND FLOOR | BROOKLYN | NY | 11217 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $2,500 | |
| Temple Beth Am | ||||||||
| 2632 NE 80TH ST | SEATTLE | WA | 98115 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $450 | |
| 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 Rockefeller University | ||||||||
| 1230 YORK AVE | NEW YORK | NY | 10065 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $35,000 | |
| United Way of Miami Dade | ||||||||
| 3250 SW 3RD AVENUE | MIAMI | FL | 33129 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $400,000 | |
| Urban Pathways | ||||||||
| 914 PENN AVENUE SUITE 300 | PITTSBURG | PA | 15222 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $750 | |
| WNYC | ||||||||
| PO BOX 1550 | NEW YORK | NY | 10116 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $50,000 | |
| Yale University Art Gallery | ||||||||
| 1111 CHAPEL STREET | NEW HAVEN | CT | 06510 | NONE | PC | FUNDING FOR CHARITABLE PURPOSES | $215,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,466,899 | 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 | $47,378 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$750 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $46,628 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $46,628 | 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 Person | Katherine Katcher | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 54 El Camino Real | AddressLine1Txt |
| City | Berkeley | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $20,000 | 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 | $8,063 | Amt |
| Net Investment Income | $4,031 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,031 | DisbursementsCharitablePrpsAmt |
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 | $252,800 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ASSURED GUARANTY LTD | AT COST | $22,591 | $36,310 |
| AES CORP | AT COST | $14,808 | $33,031 |
| MONEY MKT OBLIGS TR TAX-FREE | AT COST | $0 | $0 |
| VODAFONE GROUP PLC | AT COST | $0 | $0 |
| WELLPOINT INC | AT COST | $0 | $0 |
| TYCO ELECTRONICS GROUP SA | AT COST | $0 | $0 |
| AMBEV SA | AT COST | $86,503 | $92,850 |
| DENTSU INC | AT COST | $166,132 | $134,610 |
| SARTORIUS STEDIM BIOTECH | AT COST | $93,545 | $101,686 |
| THERMO FISHER SCIENTIFIC INC | AT COST | $159,655 | $192,760 |
| UNITEDHEALTH GROUP | AT COST | $50,002 | $50,000 |
| GOLDMAN SACHS GROUP INC | AT COST | $50,050 | $50,040 |
| US TREASURY BILL | AT COST | $99,765 | $99,872 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $45,644 | Amt |
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 | $662 | $662 | $0 | $0 |
| ADVISORY FEES | $410 | $410 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INCOME TAX EXPENSE | $14,303 | $0 | $0 | $0 |
| FOREIGN TAXES | $387 | $0 | $0 | $0 |
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