2015-08-24T10:22:29-05:00 2014-10-31 133791592 PERELSON WEINER LLP ONE DAG HAMMARSKJOLD PLAZA NEW YORK NY 10017 990PF 2013-11-01 133918276 KOLATCH FAMILY FOUNDATION KOLA 2015688005 910 SYLVAN AVENUE SUITE 130 ENGLEWOOD CLIFFS NJ 07632 JONATHAN KOLATCH TRUSTEE 2015688005 2015-07-31 1 MITCHELL J EICHEN CPA P00047900 2126053100 2015-07-31 2013 2016-03-07 17:11:31Z X 44784550 X 51645904 479153 479153 260732 260732 53668 143977 53668 5007 5007 52444464 798560 0 0 0 5538 5538 0 3782 0 0 6258 48 6210 15578 5586 6210 42151037 2095138 42166615 5586 2101348 10277849 792974 66131 725457 725457 1141903 2204810 2204810 25404419 36293705 41854283 26612453 39223972 44784550 1150912 1106476 1150912 1106476 X 679470 679470 0 0 24782071 37438026 25461541 38117496 26612453 39223972 25461541 10277849 2378106 38117496 0 38117496 TEXAS UTILITIES ELECTRIC, 7.48%, 1/1/2017 2010-01-06 2014-01-02 3916 2546 1370 1370 TEXAS UTILITIES ELECTRIC, 7.48%, 1/1/2017 2009-08-13 2014-01-02 12291 7620 4671 4671 TEXAS UTILITIES ELECTRIC, 7.48%, 1/1/2017 2010-01-06 2014-07-01 30874 20068 10806 10806 TEXAS UTILITIES ELECTRIC, 7.48%, 1/1/2017 2009-08-13 2014-07-01 96896 60075 36821 36821 53668 0 525639 25012411 0.021015 737446 14130790 0.052187 702486 13749294 0.051093 256037 12132416 0.021104 1164360 8439399 0.137967 0.283366 0.056673 56663119 3211269 7930 3219199 2101348 15859 0 15859 0 15859 18000 20000 38000 22141 22141 0 0 0 0 0 0 0 0 0 0 0 1 1 NJ 0 0 1 0 0 1 N/A JONATHAN KOLATCH 2015688005 910 SYLVAN AVENUE STE 130 ENGLEWOOD CLIFFS NJ 07632 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 JONATHAN L KOLATCH 910 SYLVAN AVENUE SUITE 130 ENGLEWOOD CLIFFS NJ 07632 TRUSTEE 0.00 0 0 0 MINDY S KOLATCH 910 SYLVAN AVENUE SUITE 130 ENGLEWOOD CLIFFS NJ 07632 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS EXEMPT UNDER SECTION 0 501(C) OF THE INTERNAL REVENUE CODE. 0 0 0 57402476 123533 0 57526009 0 0 57526009 862890 56663119 2833156 2833156 15859 15859 2817297 0 2817297 0 2817297 2101348 0 2101348 0 2101348 2817297 204504 0 0 2101348 204504 0 0 1896844 0 0 0 0 0 0 0 0 920453 0 0 0 JONATHAN L KOLATCH X AMIT 817 BROADWAY NEW YORK NY 10003 NONE PUBLIC ENABLES ISRAELS YOUTH TO REALIZE THEIR POTENTIAL AND STRENGTHENS ISRAELI SOCIETY 5360 BETH ABRAHAM CONGREGATION 396 NEW BRIDGE RD BERGENFIELD NJ 07621 NONE PUBLIC SYNAGOGUE 180 CCFA 386 PARK AVENUE SOUTH 17TH FLOOR NEW YORK NY 10016 NONE PUBLIC SUPPORTS PATIENTS WITH CROHN'S OR COLITIS 2250 CHABAD HOUSE BOWERY 353 BOWERY NEW YORK NY 10003 NONE PUBLIC SYNAGOGUE AND JEWISH STUDENT CENTER FOR NYU COMMUNITY 15000 CHAI LIFELINE 151 W 30TH ST 3RD FL NEW YORK NY 10001 NONE PUBLIC SUPPORT FOR SERIOUSLY ILL CHILDREN 1000 CHEVRA KADISHA OF ENGLEWOOD 300 ROBIN RD ENGLEWOOD NJ 07631 NONE PUBLIC SUPPORT FOR BURIAL SERVICES 25 COLUMBIA BARNARD HILLEL 606 WEST 115TH STREET NEW YORK NY 10025 NONE PUBLIC ORGANIZATION THAT SUPPORTS JEWISH LIFE AT COLUMBIA AND BARNARD 15000 COLUMBIA UNIVERSITY 622 WEST 113TH STREET NEW YORK NY 10025 NONE PUBLIC EDUCATIONAL INSTITUTION OFFERING UNDERGRADUATE AND GRADUATE PROGRAMS 25000 CONGREGATION AHAVATH TORAH 240 BROAD AVENUE ENGLEWOOD NJ 07631 NONE PUBLIC SYNAGOGUE 55559 CONGREGATION SHOMREI EMUNAH 89 HUGUENOT AVE ENGLEWOOD NJ 07631 NONE PUBLIC SYNAGOGUE 500 ETZION FOUNDATION 111 GALWAY PL TEANECK NJ 07666 NONE PUBLIC EDUCATIONAL ORGANIZATION DEDICATED TO JEWISH STUDIES IN ISRAEL 3600 HILLEL 800 EIGHTH STREET NW WASHINGTON DC 20001 NONE PUBLIC SUPPORTS JEWISH LIFE ON COLLEGE CAMPUSES 22000 JCC ON THE PALISADES 411 EAST CLINTON AVENUE TENAFLY NJ 07670 NONE PUBLIC SUPPORTS PROGRAMS TO DEEPEN JEWISH IDENTITY AND NURTURE COMMITMENT TO JEWISH VALUES. 7500 JEWISH FEDERATION OF NORTHERN NEW JERSEY 50 EISENHOWER DRIVE PARAMUS NJ 07652 NONE PUBLIC SUPPORTS SOCIAL, CULTURAL, RECREATIONAL, AND EDUCATIONAL SERVICES FOR JEWISH RESIDENTS OF NORTHERN NJ 18000 JOHN MOTULSKY AND WENDY NACHT FUND #6478 888 PARK AVENUE 11A NEW YORK NY 10075 NONE PUBLIC SUPPORT FOR CHARITABLE FOUNDATION 1723524 MA'AYANOT YESHIVA HIGH SCHOOL FOR GIRLS 1650 PALISADE AVE TEANECK NJ 07666 NONE PUBLIC EDUCATIONS ORGANIZATION - JEWISH DAY SCHOOL IN NORTHERN JERSEY 400 METROPOLITAN MUSEUM OF ART 11 WEST 53RD STREET NEW YORK NY 10019 NONE PUBLIC MUSEUM 400 MORIAH SCHOOL 53 S WOODLAND STREET ENGLEWOOD NJ 07631 NONE PUBLIC EDUCATIONAL ORGANIZATION - JEWISH DAY SCHOOL IN ENGLEWOOD, NJ 110000 MOTULSKY FAMILY FOUNDATION 888 PARK AVENUE 11A NEW YORK NY 10075 NONE PRIVATE SUPPORT FOR CHARITABLE FOUNDATION 40055899 MUSEUM OF MODERN ART 11 WEST 53RD STREET NEW YORK NY 10019 NONE PUBLIC MUSEUM 140 ONEG SHABBAT OF THE WEST SIDE 650 W END AVENUE APT 2A NEW YORK NY 10025 NONE PUBLIC DISTRIBUTES FOOD TO NEEDY PEOPLE IN NEW YORK 5000 PROJECT SARAH 925 ALLWOOD ROAD CLIFTON NJ 07012 NONE PUBLIC SUPPORTS VICTIMS OF DOMESTIC ABUSE 500 RAMAZ SCHOOL 114 EAST 85TH STREET NEW YORK NY 10028 NONE PUBLIC EDUCATIONAL ORGANIZATION - JEWISH DAY SCHOOL IN NEW YORK CITY 10000 REUTH 185 MADISON AVENUE SUITE 1604 NEW YORK NY 10016 NONE PUBLIC SUPPORTS A REHABILITATION HOSPITAL AND HOMES FOR THE AGED IN ISRAEL. 3600 SINAI SCHOOLS 1485 TEANECK ROAD SUITE 300 TEANECK NJ 07666 NONE PUBLIC PROGRAMS DESIGNED TO MEET THE EDUCATIONAL, PSYCHOLOGICAL AND EMOTIONAL NEEDS OF STUDENTS WITH VARYING DEGREES OF LEARNING AND DEVELOPMENTAL DISABILITIES 3600 THE COMMUNITY CHEST OF ENGLEWOOD 97 ENGLE STREET ENGLEWOOD NJ 07631 NONE PUBLIC PROVIDE SOCIAL, CULTURAL, RECREATIONAL, AND EDUCATIONAL SERVICES TO COMMUNITY RESIDENTS 1000 THE NEW YORK TIMES NEEDIEST CASES FUND 620 8TH AVENUE NEW YORK NY 10018 NONE PUBLIC SUPPORTS SEVERAL NEW YORK CHARITIES FOR THE NEEDY 10000 THE WASHINGTON INSTITUTE FOR NEW EAST POLICY 1828 L STREET NW SUITE 1050 WASHINGTON DC 20036 NONE PUBLIC TO ADVANCE A BALANCED AND REALISTIC UNDERSTANDING OF AMERICAN INTERESTS IN THE MIDDLE EAST 30000 YESHIVA TORAH SHRAGA 1 COPPERBEECH LANE LAWRENCE NY 11559 NONE PUBLIC EDUCATIONS INSTITUTION IN ISRAEL 1000 YESHIVA UNIVERSITY 500 WEST 185TH STREET NEW YORK NY 10033 NONE PUBLIC EDUCATIONAL INSTITUTION OFFERING UNDERGRADUATE AND GRADUATE PROGRAMS 25000 42151037 0 14 479153 14 260732 14 5007 18 53668 0 798560 0 798560 0 0 0 0 0 0 0 0 0 0 X X 1 JONATHAN L KOLATCH 910 SYLVAN AVENUE SUITE 130 ENGLEWOOD CLIFFS NJ 07632 12500000 X 2 JOHN MOTULSKY 888 PARK AVENUE 11A NEW YORK NY 10075 17000000 X 3 JOHN MOTULSKY 888 PARK AVENUE 11A NEW YORK NY 10075 22145904 X 3 PUBLICLY TRADED SECURITIES (SEE ATTACHED SCHEDULE) 22145904 2013-12-30 N/A 0 THE MOTULSKY FAMILY FOUNDATION 888 PARK AVENUE 11A NEW YORK NY 10075 2014-10-27 40055844 THE GRANT IS TO BE EXPENDED FOR CHARITABLE, SCIENTIFIC,LITERARY, OR EDUCATION PURPOSES AS DEFINED UNDER IRC 501(C)(3). 50000 NONE. JANUARY 20, 2015 2015-01-20 TO THE KNOWLEDGE OF THE GRANTOR, NO AMOUNTS HAVE BEEN DIVERTED FROM THESTATED PURPOSE OF THE GRANT. NEW JERSEY DOES NOT REQUIRE REPORTING IF THE FOUNDATION COLLECTS LESS THAN $10,000 FROM THIRD PARTIES. FORM 990-PF, SCHEDULE B, PART II 113,000 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 PURSUANT TO IRC 4945(H) EXPENDITURE REQUIREMENT RESPONSIBILITY EXPENDITURE 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)". FORM 990-PF, PART II, LN 13 QUANTITY 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 SEE SECURITIES POSITION LONG ATTACHED AT COST 36293705 41854283 BANK CHARGES 48 48 0 PROFESSIONAL FEES 6210 0 6210 OTHER INCOME - LOAN FEES 5007 5007 5007 ADJUSTMENT FOR DIFFERENCE BETWEEN FMV AND BOOK VALUE OF SECURITIES GIFTED 2378106 LOANS PAYABLE 1150912 1106476 JOHN MOTULSKY 888 PARK AVENUE 11A NEW YORK NY 10075 ESTIMATED TAXES 3782 0 0