KATCHER FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- KATCHER FAMILY FOUNDATION INC (EIN 65-0715498)
- Tax period
- 2013-12-01 to 2014-11-30
- Filed
- 2015-10-15
- IRS object ID
- 201522889349100717
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Loans From Officers Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-15T12:10:11-05:00 | ReturnTs |
| Tax Period End | 2014-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010720052 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORRISON BROWN ARGIZ & FARRA LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1450 BRICKELL AVENUE 18TH FLOOR | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33131 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-12-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33133 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERALD KATCHER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3053584222 | PhoneNum |
| Signature | 2015-10-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LEIF NOVIE | PreparerPersonNm |
| PTIN | P00548257 | PTIN |
| Phone | 3053735500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,654,733 | 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 | $1,600,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $30,759 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $30,759 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $173,644 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $173,644 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,148,469 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,721,065 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,148,469 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,952,872 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,352,872 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,680 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,840 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,840 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $42 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $42 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,032 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $242 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $175 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $87 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $88 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,929 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,211 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,928 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,690,973 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,690,973 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,697,902 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,211 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,693,901 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,254,970 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,349,661 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $199,665 | CashBOYAmt |
| Cash EOY | $363,154 | CashEOYAmt |
| Cash EOYFMV | $363,154 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $597,604 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $626,704 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $597,604 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $597,604 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $217,460 | CorporateStockBOYAmt |
| Corporate Stock EOY | $91,484 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $315,716 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $931,824 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $715,381 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,378,259 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,975,653 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,767,623 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,654,733 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $1,475,000 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $12,000 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $1,475,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,000 | 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 | $500,653 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,755,623 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $500,653 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,755,623 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,975,653 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,767,623 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $500,653 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,254,970 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,755,623 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,755,623 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (36 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| PACIFIC STRATEGIC INVESTORS | P | 2014-01-09 | $2,049,327 | $932,824 | $1,116,503 | $1,116,503 | |
| GROUP AEROPLAN (AIMIA INC) | P | 2013-12-11 | $8,795 | $6,734 | $2,061 | $2,061 | 2013-06-21 |
| GROUP AEROPLAN (AIMIA INC) | P | 2014-01-10 | $8,891 | $6,734 | $2,157 | $2,157 | 2013-06-21 |
| GROUP AEROPLAN (AIMIA INC) | P | 2014-05-21 | $8,620 | $6,734 | $1,886 | $1,886 | 2013-06-21 |
| GROUP AEROPLAN (AIMIA INC) | P | 2014-11-14 | $6,547 | $6,734 | -$187 | -$187 | 2013-06-21 |
| GROUP AEROPLAN (AIMIA INC) | P | 2014-11-14 | $6,547 | $7,986 | -$1,439 | -$1,439 | 2014-03-13 |
| BLACKHAWK NETWORK HLDGS | P | 2014-03-01 | $84,007 | $72,506 | $11,501 | $11,501 | 2014-02-26 |
| DOUBLELINE TOTAL RTN FUND | P | 2014-04-08 | $124,948 | $125,229 | -$281 | -$281 | 2014-03-17 |
| DOUBLELINE TOTAL RTN FUND | P | 2014-05-27 | $250,000 | $248,187 | $1,813 | $1,813 | 2014-03-17 |
| DOUBLELINE TOTAL RTN FUND | P | 2014-06-30 | $260,000 | $259,291 | $709 | $709 | 2014-03-17 |
| DOUBLELINE TOTAL RTN FUND | P | 2014-07-16 | $300,000 | $299,454 | $546 | $546 | 2014-03-17 |
| DOUBLELINE TOTAL RTN FUND | P | 2014-07-30 | $100,000 | $99,727 | $273 | $273 | 2014-03-17 |
| DOUBLELINE TOTAL RTN FUND | P | $666,893 | $668,113 | -$1,220 | -$1,220 | 2014-03-17 | |
| DOUBLELINE TOTAL RTN FUND | P | $59,891 | $60,000 | -$109 | -$109 | 2014-03-27 | |
| DOUBLELINE TOTAL RTN FUND | P | $7,231 | $7,204 | $27 | $27 | 2014-04-02 | |
| DOUBLELINE TOTAL RTN FUND | P | $6,804 | $6,798 | $6 | $6 | 2014-05-02 | |
| DOUBLELINE TOTAL RTN FUND | P | $5,582 | $5,618 | -$36 | -$36 | 2014-06-03 | |
| DOUBLELINE TOTAL RTN FUND | P | $5,526 | $5,551 | -$25 | -$25 | 2014-07-02 | |
| INTEGRATED DEVICE TECH | P | 2014-11-19 | $8,757 | $6,655 | $2,102 | $2,102 | 2014-10-21 |
| INTEGRATED DEVICE TECH | P | 2014-11-21 | $5,368 | $3,993 | $1,375 | $1,375 | 2014-10-21 |
| PIMCO INCOME FUND | P | 2014-09-08 | $124,996 | $124,120 | $876 | $876 | 2014-07-31 |
| PIMCO INCOME FUND | P | 2014-09-11 | $59,996 | $59,765 | $231 | $231 | 2014-07-31 |
| PIMCO INCOME FUND | P | 2014-09-15 | $49,996 | $49,922 | $74 | $74 | 2014-07-31 |
| PIMCO INCOME FUND | P | 2014-09-17 | $134,996 | $134,576 | $420 | $420 | 2014-07-31 |
| PIMCO INCOME FUND | P | 2014-09-25 | $24,996 | $24,961 | $35 | $35 | 2014-07-31 |
| PIMCO INCOME FUND | P | 2014-10-23 | $14,996 | $15,036 | -$40 | -$40 | 2014-07-31 |
| PIMCO INCOME FUND | P | 2014-11-11 | $345,526 | $346,626 | -$1,100 | -$1,100 | 2014-07-31 |
| PIMCO INCOME FUND | P | 2014-11-11 | $3,274 | $3,305 | -$31 | -$31 | 2014-09-02 |
| PIMCO INCOME FUND | P | 2014-11-11 | $2,340 | $2,340 | $0 | $0 | 2014-10-01 |
| PIMCO INCOME FUND | P | 2014-11-11 | $1,580 | $1,588 | -$8 | -$8 | 2014-11-03 |
| PIMCO BOND FUND | P | 2014-02-14 | $149,996 | $149,196 | $800 | $800 | 2014-01-14 |
| PIMCO BOND FUND | P | 2014-03-04 | $70,496 | $70,059 | $437 | $437 | 2014-01-14 |
| PIMCO BOND FUND | P | 2014-03-17 | $1,689,801 | $1,680,749 | $9,052 | $9,052 | 2014-01-14 |
| PIMCO BOND FUND | P | 2014-03-17 | $938 | $934 | $4 | $4 | 2014-02-03 |
| PIMCO BOND FUND | P | 2014-03-17 | $72,064 | $72,005 | $59 | $59 | 2014-02-07 |
| PIMCO BOND FUND | P | 2014-03-17 | $1,340 | $1,342 | -$2 | -$2 | 2014-03-03 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,148,469 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,952,979 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,596,269 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.752225 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,084,475 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,789,748 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.388736 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,762,402 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,759,977 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.638557 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,853,295 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,931,158 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.632274 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,774,886 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,107,913 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.432065 | DistributionYr5Rt |
| Total Distribution | 2.843857 | TotalDistributionRt |
| Average Distribution | 0.568771 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,664,796 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,653,201 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,497 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,666,698 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,693,901 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $26,993 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $26,993 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $26,993 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $890 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $450 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,340 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $13 | EsPenaltyAmt |
| Tax Due | $25,666 | TaxDueAmt |
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 | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33133 | ZIPCode |
| 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 | Yes (1) | 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 |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $3,152,876 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $324,598 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,258,359 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,735,833 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,735,833 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $71,037 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,664,796 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $233,240 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $233,240 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,993 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26,993 | TotalTaxAmt |
| Distributable Before Adj | $206,247 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $206,247 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $206,247 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,693,901 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,693,901 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,693,901 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $206,247 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,570,774 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,708,247 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,626,499 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $947,315 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,826,482 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,679,317 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,693,901 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $206,247 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,487,654 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,166,971 | 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 | $1,570,774 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,596,197 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,708,247 | ExcessFromYear4Amt |
| Excess From Year3 | $1,626,499 | ExcessFromYear3Amt |
| Excess From Year2 | $947,315 | ExcessFromYear2Amt |
| Excess From Year1 | $1,826,482 | ExcessFromYear1Amt |
| Excess From Current Year | $1,487,654 | 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 | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33133 | ZIPCode |
| 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 (58 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN ASSOCIATION OF WOMEN RADIOLOGISTS | ||||||||
| 1891 PRESTON WHITE DRIVE | RESTON | VA | 20191 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $100 | |
| ASPEN CENTER FOR ENVIRONMENTAL STUDIES | ||||||||
| 100 PUPPY SMITH STREET | ASPEN | CO | 81611 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $100 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| LAKESHORE BUSINESS CENTER 3201 W | FORT LAUDERDALE | FL | 33309 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $500 | COMMERCIAL BLVD127 |
| CAREGIVER SUPPORT | ||||||||
| 810 VERMONT AVENUE | NW WASHINGTON DC | DC | 20420 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $2,500 | |
| 92ND STREET Y | ||||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $2,500 | |
| AMERICAN FOLK ART MUSEUM | ||||||||
| 2 LINCOLN SQUARE | MANHATTAN | NY | 10023 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $3,000 | |
| ANDERSON RANCH ARTS CENTER | ||||||||
| PO BOX 5598-5263 OWL CREEK ROAD | SNOWMASS VILLAGE | CO | 81615 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $5,000 | |
| ASPEN COMMUNITY | ||||||||
| 2 MUSIC ROAD | ASPEN | CO | 81611 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $250 | |
| ASPEN MUSIC FESTIVAL & SCHOOL | ||||||||
| 2 MUSIC ROAD | ASPEN | CO | 81611 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $64,200 | |
| ASPEN PUBLIC RADIO | ||||||||
| 110 EAST HALLAM STREET SUITE 134 | ASPEN | CO | 816111467 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $2,500 | |
| CENTRAL PARK CONSERVANCY | ||||||||
| 14E 60TH ST | NEW YORK | NY | 10022 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $2,500 | |
| CENTRE FOR REPRODUCTIVE RIGHTS | ||||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $100 | |
| CLASSICAL SOUTH FLORIDA | ||||||||
| 330SW SECOND STREET SUITE 207 | FORT LAUDERDALE | FL | 33312 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $120 | |
| CONCERT ARTISTS GUILD | ||||||||
| 850 SEVENTH AVENUE SUITE 1205 | NEW YORK | NY | 10019 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $10,000 | |
| EVERGLADES FOUNDATION | ||||||||
| 18001 OLD CUTLER ROAD SUITE 625 | PALMETTO BAY | FL | 33157 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $500 | |
| FAIRCHILD TROPICAL BOTANICAL GARDENS | ||||||||
| 10901 OLD CUTLER ROAD | CORAL GABLES | FL | 33156 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $500 | |
| FUNDING ARTS NETWORK | ||||||||
| POBOX 331864 | MIAMI | FL | 332331864 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $1,000 | |
| GREATER MIAMI JEWISH FEDERATION | ||||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $50,000 | |
| KAUFMAN CENTER | ||||||||
| 129 W 67TH STREET | NEW YORK | NY | 10023 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $4,000 | |
| LOWE ART MUSEUM | ||||||||
| 1301 STANFORD DRIVE | CORAL GABLES | FL | 33124 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $350 | |
| MIAMI ART MUSEUM | ||||||||
| 101 WEST FLAGLER STREET | MIAMI | FL | 33130 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $100,000 | |
| MIAMI CITY BALLET | ||||||||
| 2200 LIBERTY AVE | MIAMI BEACH | FL | 33139 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $7,600 | |
| MUSEUM FOR AFRICAN ART | ||||||||
| 36-01 43RD AVENUE | LONG ISLAND CITY | NY | 11101 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $37,500 | |
| NEW ISRAEL FUND | ||||||||
| 1400 NW 107TH AVENUE | MIAMI | FL | 33172 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $70,000 | |
| NEW WORLD SYMPHONY | ||||||||
| 541 LINCOLN ROAD | MIAMI BEACH | FL | 33139 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES;LISTTOTAL 357931.55 | $372,668 | |
| NPR FOUNDATION | ||||||||
| 625 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20001 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $100,000 | |
| NY STATE HISTORICAL ASSOCIATION-FOR FENIMORE ART MUSEUM | ||||||||
| PO BOX 800 | COOPERSTOWN | NY | 13326 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $52,500 | |
| PRISON UNIVERSITY PROJECT | ||||||||
| PO BOX 492 | SAN QUENTIN | CA | 94964 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $90,000 | |
| ROOTS & REBOUND | ||||||||
| 1900 ADDISON STREET SUITE 200 | BERKELEY | CA | 94704 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $110,000 | |
| SMITHSONIAN NMAAHC | ||||||||
| 1400 CONSTITUTION AVE NW | WASHINGTON | DC | 20004 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $250 | |
| SUNDARI FOUNDATION | ||||||||
| 445 GRAND BAY DR PH1B | KEY BISCAYNE | FL | 33149 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $500 | |
| TEMPLE JUDEA | ||||||||
| 5500 GRANADA BLVD | CORAL GABLES | FL | 33146 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $2,935 | |
| THE EARLY CHILDHOOD INITIATIVE | ||||||||
| 3250 SW THIRD AVENUE | MIAMI | FL | 33129 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $334,000 | |
| THE PALEY CENTER FOR MEDIA | ||||||||
| 25W 52ND ST | NEW YORK | NY | 10019 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $50 | |
| THE ROCKEFELLER UNIVERSITY | ||||||||
| 1230 YORK AVE | NEW YORK | NY | 10065 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $15,000 | |
| UNITED WAY OF MIAMI | ||||||||
| 3250 SW THIRD AVENUE | MIAMI | FL | 33129 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $153,000 | |
| WNYC RADIO | ||||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $45,500 | |
| YALE - NEW HAVEN HOSPITAL | ||||||||
| 20 YORK STREET | NEW HAVEN | CT | 06510 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $250 | |
| YALE CHILD STUDY CENTER | ||||||||
| 230 SOUTH FRONTAGE ROAD | NEW HAVEN | CT | 06520 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $1,000 | |
| CARNEGIE HILL NEIGHBORS | ||||||||
| 170 E 91ST ST | NEW YORK | NY | 10128 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $1,000 | |
| CONGREGATION OR ZARUA | ||||||||
| 127 E 82ND ST | NEW YORK | NY | 10028 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $1,000 | |
| FAIR DISTRICTS NOW | ||||||||
| PO BOX 331395 | MIAMI | FL | 332331395 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $5,000 | |
| FRIENDS OF THE FORUM | ||||||||
| 501 N CLINTON SUITE 903 | CHICAGO | IL | 60654 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $2,500 | |
| HANCOCK SHAKER | ||||||||
| 1843 W HOUSATONIC ST | PITTSFIELD | MA | 01201 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $500 | |
| HISTORIC NEW ENGLAND | ||||||||
| 141 CAMBRIDGE STREET | BOSTON | MA | 021142702 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $250 | |
| JEROME LIEBLING CENTER | ||||||||
| 893 WEST STREET | AMHERST | MA | 01002 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $15,000 | |
| LGH DEVELOPMENT | ||||||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17602 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $100 | |
| LOTUS HOUSE | ||||||||
| 1514 NW 2ND AVENUE SUITE 1 | MIAMI | FL | 33136 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $500 | |
| MADD | ||||||||
| 511 E JOHN CARPENTER FREEWAY SUITE | IRVING | TX | 75062 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $100 | 700 |
| METROPOLITAN MUSEUM OF ART | ||||||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $5,000 | |
| MUSEUM OF MODERN ART | ||||||||
| 11 W 53RD ST | NEW YORK | NY | 10019 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $3,000 | |
| PEREZ ART MUSEUM MIAMI | ||||||||
| 1103 BISCAYNE BLVD | MIAMI | FL | 33130 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $5,000 | |
| PLANNED PARENTHOOD OF SOUTH FLORIDA AND TREASURE COAST | ||||||||
| 2300 N FLORIDA MANGO RD | WEST PALM BEACH | FL | 33409 | NONE | 501(C)(3) | NYSHS-NY STATE HISTORICAL ASSOCIATION | $500 | |
| ROME CHAMBER MUSIC FESTIVAL | ||||||||
| 250 PARK AVENUE 7TH FLOOR | NEW YORK | NY | 10177 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $1,500 | |
| STORY CORPS | ||||||||
| 80 HANSON PLACE 2ND FLOOR | BROOKLYN | NY | 11217 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $1,200 | |
| THE HANDEL AND HAYDN SOCIETY | ||||||||
| 9 HARCOURT STREET | BOSTON | MA | 02116 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $100 | |
| THE JEWISH MUSEUM | ||||||||
| 1109 5TH AVE AT 92ND ST | NEW YORK | NY | 10128 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $250 | |
| YOUNG ARTS | ||||||||
| 2100 BISCAYNE BLVD | MIAMI | FL | 33137 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $6,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,690,973 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,759 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $173,644 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,148,469 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,352,872 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,352,872 | 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 | GERALD KATCHER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4197 DOUGLAS ROAD | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33133 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,600,000 | 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 | $5,680 | Amt |
| Net Investment Income | $2,840 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,840 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MFA FINANCIAL | $28,071 | $264,808 |
| AIMIA INC COM | $63,413 | $50,908 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PACIFIC STRATEGIC INVESTORS(HEDGE FUND I) | AT COST | $0 | $0 |
| LDR PREFERRED INCOME FUND, LLC | AT COST | $250,000 | $254,672 |
| ASSURED GUARANTY LTD | AT COST | $124,913 | $140,580 |
| AES CORP | AT COST | $110,541 | $438,597 |
| ALERE INC. | AT COST | $45,573 | $869,602 |
| BLACKHAWK NETWORKS HOLDINGS | AT COST | $110,541 | $145,280 |
| INTEGRATED DEVICE | AT COST | $15,973 | $22,392 |
| WORLD FUEL SERVICES | AT COST | $57,840 | $507,136 |
Loans From Officers Schedule LoansFromOfficersSchedule
Loans From Officer LoansFromOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lender Person | GERALD KATCHER | LenderPersonNm |
| Title | DIRECTOR | TitleTxt |
| Balance Due | $12,000 | BalanceDueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC. EXPENSE | Desc |
| Revenue And Expenses Per Books | $175 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $87 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $88 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAID | $790 | $0 | $0 |
| FOREIGN TAX PAID | $242 | $242 | $0 |
Comments