BETA

KATCHER FAMILY FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
KATCHER FAMILY FOUNDATION INC (EIN 65-0715498)
Tax period
2014-12-01 to 2015-11-30
Filed
2016-10-15
IRS object ID
201632899349100203
Schema version
2014v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-10-15T14:02:31-05:00ReturnTs
Tax Period End2015-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN010720052PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MORRISON BROWN ARGIZ & FARRA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11450 BRICKELL AVENUE 18TH FLOORAddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33131ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN650715498EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KATCHER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKATCBusinessNameControlTxt
Phone3056617515PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14197 DOUGLAS ROADAddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33133ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGERALD KATCHERPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone3053584222PhoneNum
Signature2016-10-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLEIF NOVIEPreparerPersonNm
PTINP00548257PTIN
Phone3053735500PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,311,036FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$268,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$52,491InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$52,491InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$46,679DividendsRevAndExpnssAmt
Dividends Net Invst Incm$46,679DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,215,790NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,715,297GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,215,791CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,582,960TotalRevAndExpnssAmt
Total Net Invst Incm$1,314,961TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,040AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,520AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,520AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$92TaxesRevAndExpnssAmt
Taxes Net Invst Incm$92TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,132TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,612TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,520TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,569,583ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,569,583ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,574,715TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,612TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,572,103TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$8,245ExcessRevenueOverExpensesAmt
Net Investment Income$1,312,349NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$363,154CashBOYAmt
Cash EOY$76,766CashEOYAmt
Cash EOYFMV$76,766CashEOYFMVAmt
Other Nts And Loans Rcvbl$996,929OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$597,604OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$996,929OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$996,929OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$91,484CorporateStockBOYAmt
Corporate Stock EOY$26,752CorporateStockEOYAmt
Corporate Stock EOYFMV$220,568CorporateStockEOYFMVAmt
Other Investments BOY$715,381OtherInvestmentsBOYAmt
Other Investments EOY$675,421OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,016,773OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,767,623TotalAssetsBOYAmt
Total Assets EOY$1,775,868TotalAssetsEOYAmt
Total Assets EOYFMV$2,311,036TotalAssetsEOYFMVAmt
Loans From Officers BOY$12,000LoansFromOfficersBOYAmt
Loans From Officers EOY$12,000LoansFromOfficersEOYAmt
Total Liabilities BOY$12,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$12,000TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,755,623RetainedEarningBOYAmt
Retained Earning EOY$1,763,868RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,755,623TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,763,868TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,767,623TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,775,868TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,755,623TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$8,245ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,763,868SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,763,868TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDt
DOMINICK & DOMINICK # 7510P2015-01-08$1,074,946$106,112$968,834$968,834
AIMIA INCP2015-01-22$42,751$63,413-$20,662-$20,662
BLACKHAWK NETWORK HLDGS INCP2015-06-19$80,053$55,270$24,783$24,7832014-07-24
BLACKHAWK NETWORK HLDGS INCP2015-07-13$42,869$27,635$15,234$15,2342014-07-24
ASSURED GUARANTY LTDP2015-05-01$65,044$57,029$8,015$8,0152014-08-13
ASSURED GUARANTY LTDP2015-07-31$24,824$22,701$2,123$2,123
PIMCOP2015-01-29$200,000$200,091-$91-$912015-01-21
PIMCOP2015-02-17$250,000$249,102$898$8982015-01-21
PIMCOP2015-03-12$453,210$451,216$1,994$1,9942015-01-21
PIMCOP2015-03-12$1,363$1,353$10$102015-02-02
PIMCOP2015-03-12$2,679$2,681-$2-$22015-03-02
PIMCOP2015-05-26$98,157$98,008$149$1492015-05-15
PIMCOP2015-09-10$43,473$44,266-$793-$7932015-07-22
PIMCOP2015-09-10$65$66-$1-$12015-08-03
PIMCOP2015-09-10$6,462$6,517-$55-$552015-08-17
BLACKHAWK NETWORK HLDGS INCP2015-10-13$22,854$13,818$9,036$9,0362014-07-24
BLACKHAWK NETWORK HLDGS INCP2015-11-18$22,173$13,818$8,355$8,3552014-07-24
ASSURED GUARANTY LTDP2015-10-15$13,658$11,296$2,362$2,3622014-09-25
ASSURED GUARANTY LTDP2015-11-09$14,474$11,295$3,179$3,1792014-09-25
AES CORPP2015-03-27$4,948$1,068$3,880$3,8802002-12-05
AES CORPP2015-03-27$97,716$25,757$71,959$71,9592015-12-16
AES CORPP2015-03-27$51,950$23,029$28,921$28,9212003-04-25
WORLD FUEL SERVICE CORPP2015-09-24$101,628$13,965$87,663$87,6632002-04-16
FieldValueIRS element (for citing)
Capital Gain Net Income$1,215,791CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,693,901AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,664,796NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.363124DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,952,979AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,596,269NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.752225DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,084,475AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,789,748NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.388736DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,762,402AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,759,977NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.638557DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,853,295AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,931,158NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.632274DistributionYr5Rt
Total Distribution2.774916TotalDistributionRt
Average Distribution0.554983AverageDistributionRt
Net Vl Noncharitable Assets$1,531,813NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$850,130AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$13,123NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$863,253AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,572,103QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$13,123InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$13,123SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$13,123TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$302EsPenaltyAmt
Tax Due$13,425TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksGERALD KATCHERIndividualWithBooksNm
Phone3053584222PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14197 DOUGLAS ROADAddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33133ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnYes (1)BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GERALD KATCHER
4197 DOUGLAS ROADMIAMIFL33131DIRECTOR1.00$0$0$0
JANE KATCHER
4197 DOUGLAS ROADMIAMIFL33131DIRECTOR1.00$0$0$0
LESLEY HELLER
3 SHORE ROADRYENY10580DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,007,543AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$547,597AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,555,140TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,555,140AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$23,327CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,531,813NetVlNoncharitableAssetsAmt
Minimum Investment Return$76,591MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$76,591MinimumInvestmentReturnAmt
Tax Based On Investment Income$13,123TaxBasedOnInvestmentIncomeAmt
Total Tax$13,123TotalTaxAmt
Distributable Before Adj$63,468DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$63,468DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$63,468DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,572,103ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,572,103QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$13,123PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,558,980AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$63,468DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,708,247ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,626,499ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$947,315ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,826,482ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,487,654ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$7,596,197TotalExcessDistributionCyovAmt
Qualifying Distributions$1,572,103QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$63,468AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,508,635RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$9,104,832TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,708,247ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$7,396,585ExcessDistriCyovToNextYrAmt
Excess From Year4$1,626,499ExcessFromYear4Amt
Excess From Year3$947,315ExcessFromYear3Amt
Excess From Year2$1,826,482ExcessFromYear2Amt
Excess From Year1$1,487,654ExcessFromYear1Amt
Excess From Current Year$1,508,635ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGERALD KATCHERContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonGERALD KATCHERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14197 DOUGLAS ROADAddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33133ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3053584222RecipientPhoneNum
Form And Info And MaterialsPROVIDED UPON INITIAL CONTACTFormAndInfoAndMaterialsTxt
Submission DeadlinesPROVIDED UPON INITIAL CONTACTSubmissionDeadlinesTxt
Restrictions On AwardsPROVIDED UPON INITIAL CONTACTRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
92ND STREET Y
1395 LEXINGTON AVENUENEW YORKNY10128NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$2,500
ACES NORTH AMERICA
613 CEMETERY STREETWILLIAMSPORTPA17701NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$1,200
AMERICAN FOLK ART MUSEUM
2 LINCOLN SQUAREMANHATTANNY10023NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$5,500
AMERICAN JEWISH COMMITTEE
9200 S DADELAND BLVDMIAMIFL33156NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$1,000
ANDERSON RANCH ARTS CENTER
PO BOX 5598-5263 OWL CREEK ROADSNOWMASS VILLAGECO81615NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$12,500
ASPEN COMMUNITY
2 MUSIC ROADASPENCO81611NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$250
ASPEN MUSIC FESTIVAL & SCHOOL
2 MUSIC ROADASPENCO81611NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$64,450
ASPEN PUBLIC RADIO
110 EAST HALLAM STREET SUITE 134ASPENCO816111467NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$5,000
CARNEGIE HILL NEIGHBORS
170 E 91ST STNEW YORKNY10128NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$2,500
CENTRE FOR REPRODUCTIVE RIGHTS
120 WALL STREETNEW YORKNY10005NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$100
CLASSICAL SOUTH FLORIDA
330SW SECOND STREET SUITE 207FORT LAUDERDALEFL33312NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$120
CONCERT ARTISTS GUILD
850 SEVENTH AVENUE SUITE 1205NEW YORKNY10019NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$10,000
FAIRCHILD TROPICAL BOTANICAL GARDENS
10901 OLD CUTLER ROADCORAL GABLESFL33156NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$500
FRIENDS OF WLRN
PO BOX 01-2500MIAMIFL33101NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$1,200
FUNDING ARTS NETWORK
POBOX 331864MIAMIFL332331864NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$1,000
GREATER MIAMI JEWISH FEDERATION
4200 BISCAYNE BLVDMIAMIFL33137NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$20,000
HILLEL FOUNDATION AT TUFTS UNIVERSITY
220 PACKARD AVENUEMEDFORDMA02155NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$1,000
KAUFMAN CENTER
129 W 67TH STREETNEW YORKNY10023NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$1,000
LOWE ART MUSEUM
1301 STANFORD DRIVECORAL GABLESFL33124NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$1,000
MADD
511 E JOHN CARPENTER FREEWAY SUITEIRVINGTX75062NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$100700
METROPOLITAN MUSEUM OF ART
1000 5TH AVENEW YORKNY10028NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$26,500
MIAMI CITY BALLET
2200 LIBERTY AVEMIAMI BEACHFL33139NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$15,000
MUSEUM OF MODERN ART
11 W 53RD STNEW YORKNY10019NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES-$3,000
NEW WORLD SYMPHONY
541 LINCOLN ROADMIAMI BEACHFL33139NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$62,298
NPR FOUNDATION
625 MASSACHUSETTS AVENUE NWWASHINGTONDC20001NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$50,500
PEOPLE FOR THE AMERICAN WAY
1101 15TH STREET NW SUITE 600WASHINGTONDC20005NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$1,000
PEREZ ART MUSEUM MIAMI
1103 BISCAYNE BLVDMIAMIFL33130NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$100,000
PLANNED PARENTHOOD OF SOUTH FLORIDA AND TREASURE COAST
2300 N FLORIDA MANGO RDWEST PALM BEACHFL33409NONE501(C)(3)NYSHS-NY STATE HISTORICAL ASSOCIATION$500
PRISON UNIVERSITY PROJECT
PO BOX 492SAN QUENTINCA94964NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$500
PROLOGUE SOCIETY
C/O NORTHERN TRUST 700 BRICKELL AVEMIAMIFL33131NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$1,500
ROOTS & REBOUND
1900 ADDISON STREET SUITE 200BERKELEYCA94704NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$12,500
SANCTUARY FOR FAMILIES
PO BOX 1406 WALL STREET STATIONNEW YORKNY10268NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$1,000
SHAKER MUSEUMMOUNT LEBANON
88 SHAKER MUSEUM ROADOLD CHATHAMNY12136NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$2,000
SMITHSONIAN NMAAHC
1400 CONSTITUTION AVE NWWASHINGTONDC20004NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$250
STORY CORPS
80 HANSON PLACE 2ND FLOORBROOKLYNNY11217NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$2,500
TEMPLE JUDEA
5500 GRANADA BLVDCORAL GABLESFL33146NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$3,095
THE ASPEN INSTITUTE
1000 NORTH THIRD STREETASPENCO81611NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$5,000
THE JEWISH MUSEUM
1109 5TH AVE AT 92ND STNEW YORKNY10128NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$250
THE ROCKEFELLER UNIVERSITY
1230 YORK AVENEW YORKNY10065NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$32,000
UNITED WAY OF MIAMI
3250 SW THIRD AVENUEMIAMIFL33129NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$610,000
WNYC RADIO
160 VARICK STREETNEW YORKNY10013NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$50,000
YALE - NEW HAVEN HOSPITAL
20 YORK STREETNEW HAVENCT06510NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$500
YALE LAW SCHOOL
127 WALL STREETNEW HAVENCT06511NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$50,000
YALE UNIVERSITY ART GALLERY
1111 CHAPEL STREETNEW HAVENCT06510NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$325,000
ARCHIVES OF AMERICAN ART
750 9TH ST NW 2200WASHINGTONDC20001NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$500
ASPEN IDEAS FESTIVAL
ONE DUPONT CIRCLENW SUITE 700WASHINGTONDC20036NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$3,500
ASPEN INSTITUTE
ONE DUPONT CIRCLENW SUITE 700WASHINGTONDC20036NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$5,800
BECAUSE BLACK IS STILL BEAUTIFUL
34529 NANTUCKET CMNFREMONTCA94555NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$43,000
CAMP RAMAH
91 RAMAH RDWINGDALENY12594NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$500
CHABAD AT YALE UNIVERSITY
36 LYNWOOD PLNEW HAVENCT06511NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$1,000
COLORS OF CONNECTION
PO BOX 420442SAN FRANCISCOCA94142NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$500
LYON AND LYON
5663 NW 35TH CTMIAMIFL33142NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$7,500
NEW YORK LANDMARKS CONSERVANCY
ONE WHITEHALL STREET 21ST FLNEW YORKNY10004NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$100
SHAARAY TEFILA
250 E 79TH STNEW YORKNY10075NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$370
UNIVERSITY OF MIAMI
1320 S DIXIE HWYCORAL GABLESFL33146NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$25,000
URBAN PATHWAYS
575 8TH AVENUE 16TH FLOORNEW YORKNY10018NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$1,750
WLRN
172 NE 15TH STMIAMIFL33132NONE501(C)(3)FUNDING FOR CHARITABLE PURPOSES$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,569,583TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$52,491ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$46,679ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,215,790ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,314,960ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,314,960TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
GERALD KATCHER
14197 DOUGLAS ROADMIAMIFL33133$225,000Yes (X)
KATHERINE KATCHER
254 EL CAMINO REALBERKELEYCA94705$43,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,040Amt
Net Investment Income$2,520NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,520DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMFA FINANCIALStockNm
EOY Book Value$26,752EOYBookValueAmt
EOYFMV$220,568EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
LDR PREFERRED INCOME FUND, LLCAT COST$508,398$510,288
ASSURED GUARANTY LTDAT COST$22,591$26,440
AES CORPAT COST$17,431$31,189
WORLD FUEL SERVICESAT COST$43,885$366,156
PIMCOAT COST$83,116$82,700

Loans From Officers Schedule LoansFromOfficersSchedule

Loans From Officer LoansFromOfficerGrp

FieldValueIRS element (for citing)
Lender PersonGERALD KATCHERLenderPersonNm
TitleDIRECTORTitleTxt
Balance Due$12,000BalanceDueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX PAIDCategoryTxt
Amt$92Amt
Net Investment Income$92NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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