BETA

KOLATCH FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
KOLATCH FAMILY FOUNDATION (EIN 13-3918276)
Tax period
2013-11-01 to 2014-10-31
Filed
2015-08-24
IRS object ID
201522369349100502
Schema version
2013v4.0
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)
Return2015-08-24T10:22:29-05:00ReturnTs
Tax Period End2014-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133791592PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PERELSON WEINER LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE DAG HAMMARSKJOLD PLAZAAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10017ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133918276EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KOLATCH FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlKOLABusinessNameControlTxt
Phone2015688005PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1910 SYLVAN AVENUE SUITE 130AddressLine1
CityENGLEWOOD CLIFFSCity
StateNJState
ZIP Code07632ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJONATHAN KOLATCHPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2015688005PhoneNum
Signature2015-07-31SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMITCHELL J EICHEN CPAPreparerPersonNm
PTINP00047900PTIN
Phone2126053100PhoneNum
Preparation2015-07-31PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$44,784,550FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$51,645,904ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$479,153InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$479,153InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$260,732DividendsRevAndExpnssAmt
Dividends Net Invst Incm$260,732DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$53,668NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$143,977GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$53,668CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$5,007OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$5,007OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$52,444,464TotalRevAndExpnssAmt
Total Net Invst Incm$798,560TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Interest Rev And Expnss$5,538InterestRevAndExpnssAmt
Interest Net Invst Incm$5,538InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$3,782TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$6,258OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$48OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$6,210OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$15,578TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,586TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,210TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$42,151,037ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,095,138ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$42,166,615TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,586TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,101,348TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$10,277,849ExcessRevenueOverExpensesAmt
Net Investment Income$792,974NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$66,131CashBOYAmt
Cash EOY$725,457CashEOYAmt
Cash EOYFMV$725,457CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,141,903SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,204,810SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,204,810SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$25,404,419OtherInvestmentsBOYAmt
Other Investments EOY$36,293,705OtherInvestmentsEOYAmt
Other Investments EOYFMV$41,854,283OtherInvestmentsEOYFMVAmt
Total Assets BOY$26,612,453TotalAssetsBOYAmt
Total Assets EOY$39,223,972TotalAssetsEOYAmt
Total Assets EOYFMV$44,784,550TotalAssetsEOYFMVAmt
Other Liabilities BOY$1,150,912OtherLiabilitiesBOYAmt
Other Liabilities EOY$1,106,476OtherLiabilitiesEOYAmt
Total Liabilities BOY$1,150,912TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,106,476TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$679,470CapitalStockBOYAmt
Capital Stock EOY$679,470CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$24,782,071RetainedEarningBOYAmt
Retained Earning EOY$37,438,026RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$25,461,541TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$38,117,496TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$26,612,453TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$39,223,972TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$25,461,541TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$10,277,849ExcessRevenueOverExpensesAmt
Other Increases$2,378,106OtherIncreasesAmt
Subtotal$38,117,496SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$38,117,496TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
TEXAS UTILITIES ELECTRIC, 7.48%, 1/1/20172010-01-062014-01-02$3,916$2,546$1,370$1,370
TEXAS UTILITIES ELECTRIC, 7.48%, 1/1/20172009-08-132014-01-02$12,291$7,620$4,671$4,671
TEXAS UTILITIES ELECTRIC, 7.48%, 1/1/20172010-01-062014-07-01$30,874$20,068$10,806$10,806
TEXAS UTILITIES ELECTRIC, 7.48%, 1/1/20172009-08-132014-07-01$96,896$60,075$36,821$36,821
FieldValueIRS element (for citing)
Capital Gain Net Income$53,668CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$525,639AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$25,012,411NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.021015DistributionYr1Rt
Adjusted Qlfy Distri Yr2$737,446AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$14,130,790NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.052187DistributionYr2Rt
Adjusted Qlfy Distri Yr3$702,486AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$13,749,294NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051093DistributionYr3Rt
Adjusted Qlfy Distri Yr4$256,037AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$12,132,416NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.021104DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,164,360AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$8,439,399NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.137967DistributionYr5Rt
Total Distribution0.283366TotalDistributionRt
Average Distribution0.056673AverageDistributionRt
Net Vl Noncharitable Assets$56,663,119NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,211,269AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$7,930NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$3,219,199AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,101,348QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$15,859InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$15,859SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$15,859TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$18,000EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$20,000AppliedToEsTaxAmt
Total Payments And Credits$38,000TotalPaymentsAndCreditsAmt
Overpayment$22,141OverpaymentAmt
Applied To ES Tax$22,141AppliedToESTaxAmt
Refund$0RefundAmt

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 StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJONATHAN KOLATCHIndividualWithBooksNm
Phone2015688005PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1910 SYLVAN AVENUE STE 130AddressLine1
CityENGLEWOOD CLIFFSCity
StateNJState
ZIP Code07632ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As ExcYes (1)TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
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 (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JONATHAN L KOLATCH
910 SYLVAN AVENUE SUITE 130ENGLEWOOD CLIFFSNJ07632TRUSTEE0.00$0$0$0
MINDY S KOLATCH
910 SYLVAN AVENUE SUITE 130ENGLEWOOD CLIFFSNJ07632TRUSTEE0.00$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)
Description1PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS EXEMPT UNDER SECTIONDescription1Txt
Expenses1$0Expenses1Amt
Description2501(C) OF THE INTERNAL REVENUE CODE.Description2Txt
Expenses2$0Expenses2Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$57,402,476AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$123,533AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$57,526,009TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$57,526,009AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$862,890CashDeemedCharitableAmt
Net Vl Noncharitable Assets$56,663,119NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,833,156MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,833,156MinimumInvestmentReturnAmt
Tax Based On Investment Income$15,859TaxBasedOnInvestmentIncomeAmt
Total Tax$15,859TotalTaxAmt
Distributable Before Adj$2,817,297DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,817,297DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,817,297DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,101,348ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,101,348QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,101,348AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,817,297DistributableAsAdjustedAmt
Undistributed Income PY$204,504UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$2,101,348QualifyingDistributionsAmt
Applied To Year1$204,504AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,896,844AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$920,453UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJONATHAN L KOLATCHContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMIT
817 BROADWAYNEW YORKNY10003NONEPUBLICENABLES ISRAELS YOUTH TO REALIZE THEIR POTENTIAL AND STRENGTHENS ISRAELI SOCIETY$5,360
BETH ABRAHAM CONGREGATION
396 NEW BRIDGE RDBERGENFIELDNJ07621NONEPUBLICSYNAGOGUE$180
CCFA
386 PARK AVENUE SOUTH 17TH FLOORNEW YORKNY10016NONEPUBLICSUPPORTS PATIENTS WITH CROHN'S OR COLITIS$2,250
CHABAD HOUSE BOWERY
353 BOWERYNEW YORKNY10003NONEPUBLICSYNAGOGUE AND JEWISH STUDENT CENTER FOR NYU COMMUNITY$15,000
CHAI LIFELINE
151 W 30TH ST 3RD FLNEW YORKNY10001NONEPUBLICSUPPORT FOR SERIOUSLY ILL CHILDREN$1,000
CHEVRA KADISHA OF ENGLEWOOD
300 ROBIN RDENGLEWOODNJ07631NONEPUBLICSUPPORT FOR BURIAL SERVICES$25
COLUMBIA BARNARD HILLEL
606 WEST 115TH STREETNEW YORKNY10025NONEPUBLICORGANIZATION THAT SUPPORTS JEWISH LIFE AT COLUMBIA AND BARNARD$15,000
COLUMBIA UNIVERSITY
622 WEST 113TH STREETNEW YORKNY10025NONEPUBLICEDUCATIONAL INSTITUTION OFFERING UNDERGRADUATE AND GRADUATE PROGRAMS$25,000
CONGREGATION AHAVATH TORAH
240 BROAD AVENUEENGLEWOODNJ07631NONEPUBLICSYNAGOGUE$55,559
CONGREGATION SHOMREI EMUNAH
89 HUGUENOT AVEENGLEWOODNJ07631NONEPUBLICSYNAGOGUE$500
ETZION FOUNDATION
111 GALWAY PLTEANECKNJ07666NONEPUBLICEDUCATIONAL ORGANIZATION DEDICATED TO JEWISH STUDIES IN ISRAEL$3,600
HILLEL
800 EIGHTH STREET NWWASHINGTONDC20001NONEPUBLICSUPPORTS JEWISH LIFE ON COLLEGE CAMPUSES$22,000
JCC ON THE PALISADES
411 EAST CLINTON AVENUETENAFLYNJ07670NONEPUBLICSUPPORTS PROGRAMS TO DEEPEN JEWISH IDENTITY AND NURTURE COMMITMENT TO JEWISH VALUES.$7,500
JEWISH FEDERATION OF NORTHERN NEW JERSEY
50 EISENHOWER DRIVEPARAMUSNJ07652NONEPUBLICSUPPORTS SOCIAL, CULTURAL, RECREATIONAL, AND EDUCATIONAL SERVICES FOR JEWISH RESIDENTS OF NORTHERN NJ$18,000
JOHN MOTULSKY AND WENDY NACHT FUND #6478
888 PARK AVENUE 11ANEW YORKNY10075NONEPUBLICSUPPORT FOR CHARITABLE FOUNDATION$1,723,524
MA'AYANOT YESHIVA HIGH SCHOOL FOR GIRLS
1650 PALISADE AVETEANECKNJ07666NONEPUBLICEDUCATIONS ORGANIZATION - JEWISH DAY SCHOOL IN NORTHERN JERSEY$400
METROPOLITAN MUSEUM OF ART
11 WEST 53RD STREETNEW YORKNY10019NONEPUBLICMUSEUM$400
MORIAH SCHOOL
53 S WOODLAND STREETENGLEWOODNJ07631NONEPUBLICEDUCATIONAL ORGANIZATION - JEWISH DAY SCHOOL IN ENGLEWOOD, NJ$110,000
MOTULSKY FAMILY FOUNDATION
888 PARK AVENUE 11ANEW YORKNY10075NONEPRIVATESUPPORT FOR CHARITABLE FOUNDATION$40,055,899
MUSEUM OF MODERN ART
11 WEST 53RD STREETNEW YORKNY10019NONEPUBLICMUSEUM$140
ONEG SHABBAT OF THE WEST SIDE
650 W END AVENUE APT 2ANEW YORKNY10025NONEPUBLICDISTRIBUTES FOOD TO NEEDY PEOPLE IN NEW YORK$5,000
PROJECT SARAH
925 ALLWOOD ROADCLIFTONNJ07012NONEPUBLICSUPPORTS VICTIMS OF DOMESTIC ABUSE$500
RAMAZ SCHOOL
114 EAST 85TH STREETNEW YORKNY10028NONEPUBLICEDUCATIONAL ORGANIZATION - JEWISH DAY SCHOOL IN NEW YORK CITY$10,000
REUTH
185 MADISON AVENUE SUITE 1604NEW YORKNY10016NONEPUBLICSUPPORTS A REHABILITATION HOSPITAL AND HOMES FOR THE AGED IN ISRAEL.$3,600
SINAI SCHOOLS
1485 TEANECK ROAD SUITE 300TEANECKNJ07666NONEPUBLICPROGRAMS DESIGNED TO MEET THE EDUCATIONAL, PSYCHOLOGICAL AND EMOTIONAL NEEDS OF STUDENTS WITH VARYING DEGREES OF LEARNING AND DEVELOPMENTAL DISABILITIES$3,600
THE COMMUNITY CHEST OF ENGLEWOOD
97 ENGLE STREETENGLEWOODNJ07631NONEPUBLICPROVIDE SOCIAL, CULTURAL, RECREATIONAL, AND EDUCATIONAL SERVICES TO COMMUNITY RESIDENTS$1,000
THE NEW YORK TIMES NEEDIEST CASES FUND
620 8TH AVENUENEW YORKNY10018NONEPUBLICSUPPORTS SEVERAL NEW YORK CHARITIES FOR THE NEEDY$10,000
THE WASHINGTON INSTITUTE FOR NEW EAST POLICY
1828 L STREET NW SUITE 1050WASHINGTONDC20036NONEPUBLICTO ADVANCE A BALANCED AND REALISTIC UNDERSTANDING OF AMERICAN INTERESTS IN THE MIDDLE EAST$30,000
YESHIVA TORAH SHRAGA
1 COPPERBEECH LANELAWRENCENY11559NONEPUBLICEDUCATIONS INSTITUTION IN ISRAEL$1,000
YESHIVA UNIVERSITY
500 WEST 185TH STREETNEW YORKNY10033NONEPUBLICEDUCATIONAL INSTITUTION OFFERING UNDERGRADUATE AND GRADUATE PROGRAMS$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$42,151,037TotalGrantOrContriPdDurYrAmt
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$479,153ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$260,732ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,007ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$53,668ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$798,560ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$798,560TotalIncomeProducingActyAmt

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 (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1CityContributorUSAddress/CityStateContributorUSAddress/StateZIP CodeContributorUSAddress/ZIPCodeTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
JONATHAN L KOLATCH
1910 SYLVAN AVENUE SUITE 130ENGLEWOOD CLIFFSNJ07632$12,500,000Yes (X)
JOHN MOTULSKY
2888 PARK AVENUE 11ANEW YORKNY10075$17,000,000Yes (X)
JOHN MOTULSKY
3888 PARK AVENUE 11ANEW YORKNY10075$22,145,904Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor3ContributorNum
Noncash PropertyPUBLICLY TRADED SECURITIES (SEE ATTACHED SCHEDULE)NoncashPropertyDesc
Fair Market Value$22,145,904FairMarketValueAmt
Received2013-12-30ReceivedDt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescN/ADesc
Amt$0Amt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MOTULSKY FAMILY FOUNDATIONBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1888 PARK AVENUE 11AAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10075ZIPCode
FieldValueIRS element (for citing)
Grant2014-10-27GrantDt
Grant$40,055,844GrantAmt
Purpose Of GrantTHE GRANT IS TO BE EXPENDED FOR CHARITABLE, SCIENTIFIC,LITERARY, OR EDUCATION PURPOSES AS DEFINED UNDER IRC 501(C)(3).PurposeOfGrantTxt
Expended By Grantee$50,000ExpendedByGranteeAmt
Any Diversion By GranteeNONE.AnyDiversionByGranteeTxt
Dates Of Reports By GranteeJANUARY 20, 2015DatesOfReportsByGranteeTxt
Verification2015-01-20VerificationDt
Results Of VerificationTO THE KNOWLEDGE OF THE GRANTOR, NO AMOUNTS HAVE BEEN DIVERTED FROM THESTATED PURPOSE OF THE GRANT.ResultsOfVerificationTxt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationNEW JERSEY DOES NOT REQUIRE REPORTING IF THE FOUNDATION COLLECTS LESS THAN $10,000 FROM THIRD PARTIES.ExplanationTxt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (3 entries)

Form And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxtIdentifierIdentifierTxt
FORM 990-PF, SCHEDULE B, PART II113,000 SHS AMERICAN INTERNATIONAL GROUP, INC. 5,781,645160,000 SHS DELTA AIRLINES, INC. 4,344,60010,000 SHS GOLDMAN SACHS GROUP, INC. 1,761,90058,000 SHS JPMORGAN CHASE & CO 3,363,27858,000 SHS METLIFE, INC 3,115,61550,600 SHS UNITED CONTINENTAL HOLDINGS 1,877,76622,000 SHS VIACOM INC. CL B 1,904,100 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~TOTAL FMV OF NON-CASH CONTRIBUTIONS $22,145,904
EXPENDITURE REQUIREMENT RESPONSIBILITYEXPENDITURE RESPONSIBILITY - PURSUANT TO IRC 4945(H) AND RELATED REGULATIONS.THE KOLATCH FAMILY FOUNDATION AFTER CAREFUL CONSIDERATION HAS MADE AVAILABLE A GRANT TO THE MOTULSKY FAMILY FOUNDATION, LOCATED AT 888 PARK AVENUE, 11A NEW YORK, NY 10075, ON OCTOBER 27, 2014 IN THE AMOUNT OF $40,055,899. THE GRANT IS TO BE EXPENDED FOR CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATION PURPOSES AS DEFINED UNDER IRC 501(C)(3). THE GRANT TO THE MOTULSKY FAMILY FOUNDATION WAS COMPRISED AS FOLLOWS:CASH - $15,531,889SECURITIES - $24,524,010TO THE KNOWLEDGE OF THE GRANTOR, NO AMOUNTS HAVE BEEN DIVERTED FROM THE STATED PURPOSE OF THE GRANT. AS REQUIRED BY THE AGREEMENT BETWEEN THE TWO FOUNDATIONS, THE MOTULSKY FAMILY FOUNDATION PROVIDED A REPORT DATED JANUARY 20, 2015 REPORTING AN EXPENSE OF $50,000 CONTRIBUTED TO AN EDUCATIONAL INSTITUTION OF HIGHER LEARNING IN ADVANCEMENT OF THE MOTULSKY FAMILY FOUNDATION'S "CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATION PURPOSES AS DEFINED UNDER IRC 501(C)(3)".PURSUANT TO IRC 4945(H)
FORM 990-PF, PART II, LN 13QUANTITY INVESTMENTS COST MARKET 720,000 AES, 9.2%, 11/30/29 725,400 795,600.00 1,000,000 ARGENTINE, 7.82%, 12/31/33 1,274,173 1,435,043.77 200 BANK OF AMERICA 6,534 3,432.00 200 BANK OF AMERICA 6,534 3,432.00 5,000 GLOBAL LIGHT 67,763 0.50 (600) GLOBALSTAR - SHORT (19,012) (6.00) (500) GLOBALSTAR - SHORT (12,218) (5.00) (600) GLOBALSTAR - SHORT (9,787) (6.00) (281) GLOBALSTAR - SHORT (8,377) (2.81) 396 GLOBALSTAR INC. CMN 62,885 938.52 MEANINGFUL MACHINES 50,000 - 350,000 MERCER, 9.25%, 12/1/17 349,125 367,500.00 650,000 MERCER, 9.25%, 12/1/17 648,375 682,500.00 74 NISOURCE - 3,112.44 79,225.20 TX UTILITIES ELEC, 7.48%, 1/1/17 51,496 73,294.40 248,645.24 TX UTILITIES ELEC, 7.48%, 1/1/17 154,160 230,031.66 500,000 TXU, 10%, 12/1/20 52,455 43,750.00 1,200,000 TXU, 10%, 12/1/20 74,891 105,000.00 _____________________________________________________________________SECURITIES 3,474,398 3,743,615.48 2,000,000 FINEPOINT CAPITAL PTNRS II, LP 2,000,000 1,936,574.50 2,000,000 FINEPOINT CAPITAL PTNRS II, LP 2,000,000 1,936,574.50 1,000,000 REDWOOD OFFSHORE OPP. FUND, LTD 1,000,000 1,195,811.95 5,400,000 REDWOOD OFFSHORE OPP. FUND, LTD 15,400,000 18,415,504.02 769,500 REDWOOD OFFSHORE OPP. FUND, LTD 769,500 920,177.30 3,000,000 REDWOOD OFFSHORE OPP. FUND, LTD 3,000,000 3,587,435.85 7,500,000 REDWOOD OFFSHORE OPP. FUND, LTD 7,500,000 8,968,589.62 _____________________________________________________________________HEDGE FUND INVESTMNETS 31,669,500 36,960,667.74 OTHER INVESTMENTS - LOANS 1,150,000 1,150,000===================================================================== TOTAL INVESTMENTS 36,293,898 41,854,283

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemSEE SECURITIES POSITION LONG ATTACHEDCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$36,293,705BookValueAmt
EOYFMV$41,854,283EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$48$48$0
PROFESSIONAL FEES$6,210$0$6,210

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOME - LOAN FEESDesc
Revenue And Expenses Per Books$5,007RevenueAndExpensesPerBooksAmt
Net Investment Income$5,007NetInvestmentIncomeAmt
Adjusted Net Income$5,007AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescriptionADJUSTMENT FOR DIFFERENCE BETWEEN FMV AND BOOK VALUE OF SECURITIES GIFTEDDescription
Amount$2,378,106Amount

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescLOANS PAYABLEDesc
BOY Book Value$1,150,912BOYBookValueAmt
EOY Book Value$1,106,476EOYBookValueAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonJOHN MOTULSKYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1888 PARK AVENUE 11AAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10075ZIPCode

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryESTIMATED TAXESCategoryTxt
Amt$3,782Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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