2017-11-14T08:15:32-06:00 2016-12-31 812950760 Sax LLP 855 Valley Road Clifton NJ 07013 990PF 2016-01-01 020652257 The Steven W and Ruth Katz Family Foundation Inc STEV 9735351888 10 Stoneham Dr Livingston NJ 07039 Steven Katz Trustee 9735351888 2017-11-10 1 Stuart M Berger CPA P00048855 9734726250 173.251.63.34 2017-11-10 07:35:52 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 AD36ADD2139E2461F38013AAEBC9F7AE610DE0A4 2016 2017-02-10 21:41:12Z X 864556 X 50710 13508 12090 16354 301413 16354 80572 28444 0 0 0 1691 77 0 15573 15573 0 17264 15650 0 53500 53500 70764 15650 53500 9808 12794 34876 46803 46803 255773 255738 255170 423709 422151 503927 59323 58797 58656 773681 783489 864556 0 0 X 773681 783489 0 0 0 0 773681 783489 773681 783489 773681 9808 0 783489 0 783489 Acc# 2272- See Attached 2016-01-01 2016-12-31 99845 102331 -2486 -2486 Acc# 2272- See Attached 2014-01-01 2016-12-31 52440 47433 5007 5007 Acc# 2272- See Attached 2014-01-01 2016-12-31 16229 16644 -415 -415 Acc# 2272- See Attached 2016-08-05 2016-08-29 1000 1000 0 0 Acc# 2291- See Attached 2016-01-01 2016-12-31 24671 27394 -2723 -2723 Acc# 2291- See Attached 2014-01-01 2016-12-31 88139 71287 16852 16852 Acc# 2291- See Attached 2014-01-01 2016-12-31 19089 18970 119 119 16354 0 39250 811842 0.048347 87410 787512 0.110995 88750 697358 0.127266 35800 618114 0.057918 36500 641214 0.056923 0.401449 0.080290 853130 68498 128 68626 53500 256 0 256 0 256 800 800 544 544 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 N/A Steven Ruth Katz 9735351888 10 Stoneham Drive Livingston NJ 07039 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEVEN W KATZ 10 STONEHAM DRIVE LIVINGSTON NJ 07039 Treasurer 0.00 0 0 0 RUTH KATZ 10 STONEHAM DRIVE LIVINGSTON NJ 07039 Trustee 0.00 0 0 0 WAYNE ZUCKERMAN 36 CHELSEA DRIVE LIVINGSTON NJ 07039 Trustee 0.00 0 0 0 NONE 0 NONE 0 N/A 0 N/A 0 0 829740 36382 0 866122 0 0 866122 12992 853130 42657 42657 256 256 42401 0 42401 0 42401 53500 0 53500 0 53500 42401 0 0 5036 5869 55055 49256 115216 53500 0 0 0 42401 11099 0 0 126315 0 0 0 0 0 0 5036 121279 5869 55055 49256 11099 STEVEN W KATZ RUTH KATZ X American Friends of AIYN Hospital 122 E 42nd St 1519 New yORK NY 10168 nONE n/P Charitable 500 ASPCA Adoption Center 424 E 92nd St New yORK NY 10128 nONE n/P Charitable 500 CHABAD HOUSE 770 EASTERN PARKWAY NEW YORK NY 11213 NONE N/P CHARITABLE 10000 Frienship Circle 121 W 19th Street New YORK NY 10011 nONE n/P Charitable 20000 HILLEL INTERNATIONAL 800 EIGHTH STREET WASHINGTON DC 20001 NONE N/P CHARITABLE 1000 OVERLOOK FOUNDATION-THE ANDY BOVIN MEMORIAL FUND 36 Upper Overlook Road Summit NJ 07902 NONE N/P CHARITABLE 500 SYRACUSE UNIVERSITY- JOHN KUHN REAL ESTATE CENTER FUND 900 S CROUSE AVE SYRACUSE NY 13210 NONE N/P CHARITABLE 5000 THE DOE FUND INC 232 EAST 84TH STREET NEW YORK NY 10028 NONE n/P CHARITABLE 2500 UJA OF GREATER METROWEST 901 ROUTE 10 WHIPPANY NJ 07981 NONE N/P CHARITABLE 12500 Syracuse Hillel 102 Walnut Place syRACUSE NY 13210 nONE n/P Charitable 1000 53500 0 14 13508 18 16354 0 29862 0 29862 0 0 0 0 0 0 0 0 0 0 X X 1 Steven and Ruth Katz 10 Stoneham Drive Livingston NJ 07039 50710 X THE STATE OF NEW JERSEY, NEW JERSEY OFFICE OF ATTORNEY GENERAL, NO LONGER REQUIRES A FOUNDATION WHICH RECEIVED CHARITABLE CONTRIBUTIONS ONLY FROM THE FOUNDER TO REGISTER. THEREFORE NJ DOES NOT REQUIRE THE SUBMISSION OF THE FEDERAL FORM 990PF. SEE SECURITY SCHEDULE 2 ATTACHED- 725-02272 58797 58656 see SECURITY SCHEDULE 1 ATTACHED-725-02291 198580 244993 SEE SECURITY SCHEDULE 2 ATTACHED- 725-02272 216799 258934 Securities in transit- 725-02291 0 0 Securities in transit- 725-02272 6772 0 255738 255170 0 0 INVESTMENT ADVISORY FEES 15423 15423 0 Bank charges 150 150 0 STEVEN RUTH KATZ 10 STONEHAM DRIVE LIVINGSTON NJ 07039 FOREIGN TAXES PAID 77 77 0 FEDERAL EXCISE TAX 2015 EXTENSION 1500 0 0 feDERAL EXCISE TAX 2016 estimated tax payment 114 0 0