KOLATCH FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- KOLATCH FAMILY FOUNDATION (EIN 13-3918276)
- Tax period
- 2012-11-01 to 2013-10-31
- Filed
- 2015-06-05
- IRS object ID
- 201541569349100304
- Schema version
- 2012v3.0
- 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
- All Oth Prog Rltd Investments Sch
- Expln Of Non Filing With AG Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2015-06-05T11:03:32-05:00 | Timestamp |
| Tax Period End Date | 2013-10-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133791592 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERELSON WEINER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE DAG HAMMARSKJOLD PLAZA | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-11-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133918276 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOLATCH FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KOLA | NameControl |
| Phone | 2015688005 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 910 SYLVAN AVENUE SUITE 130 | AddressLine1 |
| City | ENGLEWOOD CLIFFS | City |
| State | NJ | State |
| ZIP Code | 07632 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JONATHAN KOLATCH | Name |
| Title | TRUSTEE | Title |
| Phone | 2015688005 | Phone |
| Date Signed | 2015-06-05 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MITCHELL J EICHEN CPA | Name |
| PTIN | P00047900 | PTIN |
| Phone | 2126053100 | Phone |
| Date Prepared | 2015-06-05 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | X | AmendedReturn |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 30419983 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 11164757 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 600139 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 600139 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 90 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 90 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 288070 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 3664931 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 645344 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 12053056 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1245573 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Interest Rev And Expnss | 8375 | InterestRevAndExpnss |
| Interest Net Invst Incm | 8375 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 24000 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 5921 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 125 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 5796 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 38296 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 8500 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 5796 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 519843 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 519843 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 558139 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 8500 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 525639 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 11494917 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1237073 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 309974 | CashBOY |
| Cash EOY | 66131 | CashEOY |
| Cash EOYFMV | 66131 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 3020893 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1141903 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1141903 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 10947023 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 25404419 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 29211949 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 14277890 | TotalAssetsBOY |
| Total Assets EOY | 26612453 | TotalAssetsEOY |
| Total Assets EOYFMV | 30419983 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 311266 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 1150912 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 311266 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1150912 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 679470 | CapitalStockBOY |
| Capital Stock EOY | 679470 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 13287154 | RetainedEarningsBOY |
| Retained Earnings EOY | 24782071 | RetainedEarningsEOY |
| Total Net Assets BOY | 13966624 | TotalNetAssetsBOY |
| Total Net Assets EOY | 25461541 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 14277890 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 26612453 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 13966624 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 11494917 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 25461541 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 25461541 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (16 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 750,000 CCU, 9.25%, 12/15/17 | P | 2011-08-05 | 2012-11-19 | 805785 | 791250 | 14535 | 14535 |
| 69,900 LSP ENERGY, 7.164%, 1/15/14 (300K) | P | 2003-09-18 | 2012-12-31 | 69900 | 52627 | 17273 | 17273 |
| 700,000 TCP, 8.25%, 1/1/17 | P | 2011-08-09 | 2012-12-20 | 778715 | 679000 | 99715 | 99715 |
| 500,000 LEVEL 3, 10%, 2/1/18 | P | 2011-05-26 | 2012-12-28 | 557500 | 540000 | 17500 | 17500 |
| 2,393.04 TEXAS UTILITIES ELECTRIC, 7.48%, 1/1/2017 (260K) | P | 2010-01-06 | 2013-01-02 | 2393 | 1555 | 838 | 838 |
| 7,510.46 TEXAS UTILITIES ELECTRIC, 7.48%, 1/1/2017 (816K) | P | 2009-08-13 | 2013-01-02 | 7510 | 4656 | 2854 | 2854 |
| 29,920.95 TEXAS UTILITIES ELECTRIC, 7.48%, 1/1/2017 (260K) | P | 2010-01-06 | 2013-07-01 | 29921 | 19449 | 10472 | 10472 |
| 93,905.75 TEXAS UTILITIES ELECTRIC, 7.48%, 1/1/2017 (816K) | P | 2009-08-13 | 2013-07-01 | 93906 | 58222 | 35684 | 35684 |
| 50,000 GMAC, 6%, 4/15/19 | P | 2006-01-12 | 2013-07-15 | 50000 | 37666 | 12334 | 12334 |
| 20,000 GMAC 7%, 11/15/24 | P | 2006-01-10 | 2013-08-15 | 20000 | 15622 | 4378 | 4378 |
| 32,000 GMAC, 6%, 2/15/19 | P | 2006-04-17 | 2013-08-15 | 32000 | 23476 | 8524 | 8524 |
| 32,000 GMAC, 6%, 2/15/19 | P | 2006-04-17 | 2013-09-16 | 32000 | 23484 | 8516 | 8516 |
| 43,000 GMAC, 6%, 3/15/19 | P | 2006-04-17 | 2013-09-16 | 43000 | 31628 | 11372 | 11372 |
| 90,000 GMAC, 6%, 3/15/19 | P | 2006-04-17 | 2013-09-16 | 90000 | 65969 | 24031 | 24031 |
| 350,000 MARFRIG, 9.625%, 11/16/16 | P | 2007-07-12 | 2013-09-19 | 372750 | 367500 | 5250 | 5250 |
| 21,569 BONANZA CREEK | D | 2013-01-16 | 2013-01-18 | 679551 | 307483 | 372068 | 372068 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 645344 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 737446 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 14130790 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.052187 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 702486 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 13749294 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.051093 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 256037 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 12132416 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.021104 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1164360 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 8439399 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.137967 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 144664 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 8146009 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.017759 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.280110 | TotalDistributionRatio |
| Average Distribution Ratio | 0.056022 | AverageDistributionRatio |
| Net Noncharitable Assets | 25012411 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1401245 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 12371 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1413616 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 525639 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 24741 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 24741 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 24741 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 22000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 17596 | TotalCreditsAndPayments |
| Original Return Overpayment | -4404 | OriginalReturnOverpayment |
| Tax Due | 7145 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| Form990 PF Filed With AG | 0 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JONATHAN KOLATCH | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2015688005 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 910 SYLVAN AVENUE STE 130 | AddressLine1 |
| City | ENGLEWOOD CLIFFS | City |
| State | NJ | State |
| ZIP Code | 07632 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | 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 | Description1 |
| Expenses1 | 0 | Expenses1 |
| Description2 | 501(C) OF THE INTERNAL REVENUE CODE. | Description2 |
| Expenses2 | 0 | Expenses2 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Oth Prog Rltd Investments Total | 0 | AllOthProgRltdInvestmentsTotal |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 23954105 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1439206 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 25393311 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 25393311 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 380900 | CashDeemedCharitable |
| Net Noncharitable Assets | 25012411 | NetNoncharitableAssets |
| Minimum Investment Return | 1250621 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1250621 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 24741 | TaxBasedOnInvestmentIncome |
| Total Tax | 24741 | TotalTax |
| Distributable Amount Before Adj | 1225880 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 1225880 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 1225880 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 525639 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 525639 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 525639 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1225880 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 406395 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year2 | 30050 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 59292 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 495737 | TotalExcessDistriCarryover |
| Qualifying Distributions | 525639 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 525639 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 495737 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 495737 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 204504 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JONATHAN L KOLATCH | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (41 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF PANIM EL PANIM | ||||||||
| 600 WEST 246 STREET | BRONX | NY | 10471 | NONE | PUBLIC | PROMOTES JEWISH UNITY AND JEWISH IDENTITY | $500 | |
| AMERICAN FRIENDS OF REUTH | ||||||||
| 185 MADISON AVENUE | NEW YORK | NY | 10016 | NONE | PUBLIC | PROVIDES SUPPORT TO NEEDY AND AGED IN ISRAEL | $3,600 | |
| AMIT | ||||||||
| 817 BROADWAY | NEW YORK | NY | 10003 | NONE | PUBLIC | ENABLES ISRAELS YOUTH TO REALIZE THEIR POTENTIAL AND STRENGTHENS ISRAELI SOCIETY | $2,750 | |
| BETH ISRAEL SYNAGOGUE | ||||||||
| 567 PLEASANT VALLEY WAY | WEST ORANGE | NJ | 07052 | NONE | PUBLIC | SYNAGOGUE | $360 | |
| CAMP HASC | ||||||||
| 5902 14TH AVENUE | BROOKLYN | NY | 11219 | NONE | PUBLIC | PROVIDES SUMMER CAMP FOR DISABLED | $500 | |
| CARTER BURDEN CENTER FOR THE AGING | ||||||||
| 1484 1ST AVENUE | NEW YORK | NY | 10075 | NONE | PUBLIC | PROMOTES THE WELL BEING OF SENIORS | $5,000 | |
| CCFA | ||||||||
| 386 PARK AVENUE SOUTH 17TH FLOOR | NEW YORK | NY | 10016 | NONE | PUBLIC | SUPPORTS PATIENTS WITH CROHN'S OR COLITIS | $1,750 | |
| CHILDREN'S CARDIOMYOPATHY FOUNDATION | ||||||||
| PO BOX 547 | TENAFLY | NJ | 07670 | NONE | PUBLIC | RESEARCH ON PEDIATRIC CARDIOMYOPATHY | $1,625 | |
| COLUMBIA COLLEGE FUND | ||||||||
| 622 WEST 113TH STREET | NEW YORK | NY | 10025 | NONE | PUBLIC | EDUCATIONAL INSTITUTION OFFERING UNDERGARUDATE AND GRADUATE PROGRAMS | $25,000 | |
| COLUMIBA BARNARD HILLEL | ||||||||
| 606 WEST 115TH STREET | NEW YORK | NY | 10025 | NONE | PUBLIC | ORGANIZATION THAT SUPPORTS JEWISH LIFE AT COLUMBIA AND BARNARD | $1,800 | |
| CONGREGATION AGUDATH SHOLOM | ||||||||
| 301 STRAWBERRY HILL AVENUE | STAMFORD | CT | 06902 | NONE | PUBLIC | SYNAGOGUE | $1,000 | |
| CONGREGATION AHAVATH TORAH | ||||||||
| 241 BROAD AVENUE | ENGLEWOOD | NJ | 07632 | NONE | PUBLIC | SYNAGOGUE | $40,528 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 6931 ARLINGTON ROAD | BETHESDA | MD | 20814 | NONE | PUBLIC | PROVIDES FUNDS FOR MEDICAL RESEARCH | $25,000 | |
| DRISHA INSTITUTE FOR JEWISH EDUCATION | ||||||||
| 37 WEST 65 STREET | NEW YORK | NY | 10023 | NONE | PUBLIC | PROVIDES JEWISH EDUCATION | $1,000 | |
| EAST HILL SYNAGOGUE | ||||||||
| 255 WALNUT STREET | ENGLEWOOD | NJ | 07631 | NONE | PUBLIC | SYNAGOGUE | $2,050 | |
| ETZION FOUNDATION | ||||||||
| 111 GALWAY PL | TEANECK | NJ | 07666 | NONE | PUBLIC | EDUCATIONAL ORGANIZATION DEDICATED TO JEWISH STUDIES IN ISRAEL | $3,600 | |
| ETZION FOUNDATION | ||||||||
| 111 GALWAY PLACE | TEANECK | NJ | 07666 | NONE | PUBLIC | PROVIDES JEWISH EDUCATION IN ISRAEL | $18,000 | |
| GREAT NECK SYNAGOGUE | ||||||||
| 26 OLD MILL ROAD | GREAT NECK | NY | 11023 | NONE | PUBLIC | SYNAGOGUE | $100 | |
| HILLEL | ||||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 20001 | NONE | PUBLIC | SUPPORTS JEWISH LIFE ON COLLEGE CAMPUSES | $20,000 | |
| 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. | $5,000 | |
| MORIAH SCHOOL | ||||||||
| 53 S WOODLAND STREET | ENGLEWOOD | NJ | 07631 | NONE | PUBLIC | EDUCATIONAL ORGANIZATION - JEWISH DAY SCHOOL IN ENGLEWOOD, NJ | $10,000 | |
| MUSEUM OF MODERN ART | ||||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | NONE | PUBLIC | MUSEUM | $200 | |
| NATIONAL CENTER FOR JEWISH FLIM | ||||||||
| BRANDEIS UNIVERSITY LOWN 102MS053 | WALTHAM | MA | 02454 | NONE | PUBLIC | COLLECTS, PRESERVES AND EXHIBITS FILMS RELEVANT TO THE JEWISH EXPERIENCE | $5,000 | |
| NEW YORK UNIVERSITY | ||||||||
| 70 WASHINGTON SQUARE SOUTH | NEW YORK | NY | 10012 | NONE | PUBLIC | EDUCATIONAL INSTITUTION OFFERING UNDERGRADUATE AND GRADUATE PROGRAMS | $250,000 | |
| NYU STEINHARDT | ||||||||
| STUYVESANT STREET | NEW YORK | NY | 10003 | NONE | PUBLIC | UNDERGRADUATE AND GRADUATE SCHOOL OF CULTURE, EDUCATION AND HUMAN DEVELOPMENT | $400 | |
| OHEL | ||||||||
| 4510 16TH AVENUE | BROOKLYN | NY | 11204 | NONE | PUBLIC | PROVIDES SOCIAL SERVICES IN NEW YORK | $100 | |
| RAMAZ CURRICULUM DEVELOPMENT FUND | ||||||||
| 114 EAST 85TH STREET | NEW YORK | NY | 10028 | NONE | PUBLIC | EDUCATIONAL ORGANIZATION - JEWISH DAY SCHOOL IN NEW YORK CITY | $10,000 | |
| 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 | $3,600 | |
| SOHN CONFERENCE FOUNDATION | ||||||||
| C/O GRACIE CAPITAL 590 MADISON AVE | NEW YORK | NY | 10022 | NONE | PUBLIC | PROVIDES FUNDS FOR PEDIATRIC CANCER RESEARCH | $10,000 | |
| THE COMMUNITY CHEST OF ENGLEWOOD | ||||||||
| 97 ENGLE STREET | ENGLEWOOD | NJ | 07631 | NONE | PUBLIC | PROVIDE SOCIAL, CULTURAL, RECREATIONAL, AND EDUCATIONAL SERVICES TO COMMUNITY RESIDENTS | $1,000 | |
| THE GOOD PEOPLE FUND | ||||||||
| 384 WYOMING AVENUE | MILLBURN | NJ | 07041 | NONE | PUBLIC | PROVIDES EDUCATIONAL AND CHARITABLE FUNDS FOR NEEDY | $500 | |
| THE WASHINGTON INSITUTE 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 | $25,000 | |
| TOMCHEI SHABBOS OF BERGEN | ||||||||
| C/O CLAIRE STRAUSS 36 REGENT | BERGENFIELD | NJ | 07621 | NONE | PUBLIC | PROVIDES FOOD FOR NEEDY | $180 | STREEET |
| TOMCHEI SHABBOS OF BERGEN | ||||||||
| C/O CLAIRE STRAUSS 36 REGENT | BERGENFIELD | NJ | 07621 | NONE | PUBLIC | PROVIDES FOOD FOR NEEDY | $500 | STREEET |
| TORAH ACADEMY FOR GIRLS | ||||||||
| 444 BEACH 6TH STREET | FAR ROCKAWAY | NY | 11691 | NONE | PUBLIC | EDUCATIONAL ORGANIZATION - JEWISH DAY SCHOOL IN QUEENS, NY | $180 | |
| TORAH ACADEMY OF BERGEN COUNTY | ||||||||
| 1600 QUEEN ANNE ROAD | TEANECK | NJ | 07666 | NONE | PUBLIC | PROVIDES JEWISH EDUCATION | $500 | |
| UJA FEDERATION OF NORTHERN NJ | ||||||||
| 50 EISENHOWER DRIVE | PARAMUS | NJ | 07652 | NONE | PUBLIC | SUPPORTS SOCIAL, CULTURAL, RECREATIONAL, AND EDUCATIONAL SERVICES FOR JEWISH RESIDENTS OF NORTHERN NJ | $18,000 | |
| YAD LEAH | ||||||||
| 362 BROADWAY | CLIFTON | NJ | 07014 | NONE | PUBLIC | PROVIDES CLOTHES FOR NEEDY | $180 | |
| YASHAR LACHAYAL | ||||||||
| 49 MEADOW LANE | LAWRENCE | NY | 11559 | NONE | PUBLIC | PROVIDES SUPPORT TO ISRAELI SOLDIERS | $180 | |
| YESHIVA SHALVAH OF BAYONNE | ||||||||
| 735 AVENUE C | BAYONNE | NJ | 07002 | NONE | PUBLIC | EDUCATIONAL INSTITUTION OFFERING HIGH SCHOOL STUDENTS A JEWISH AND SECULAR EDUCATION | $160 | |
| YESHIVA UNIVERSITY | ||||||||
| 500 WEST 185TH STREET | NEW YORK | NY | 10033 | NONE | PUBLIC | EDUCATIONAL INSTITUTION OFFERING UNDERGRADUATE AND GRADUATE PROGRAMS | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 519843 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $600,139 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $90 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $288,070 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $888,299 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 888299 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | JONATHAN L KOLATCH | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 910 SYLVAN AVENUE SUITE 130 | AddressLine1 |
| City | ENGLEWOOD CLIFFS | City |
| State | NJ | State |
| ZIP Code | 07632 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 11164757 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | N/A | Description |
| Amount | $0 | Amount |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Statement | NEW JERSEY DOES NOT REQUIRE REPORTING IF THE FOUNDATION COLLECTS LESS THAN $10,000 FROM THIRD PARTIES. | Statement |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | AMENDED RETURN GENERAL EXPLANATION | Identifier |
| Explanation | THIS RETURN IS BEING AMENDED TO CORRECT THE REPORTING OF GAIN AS CALCULATED FOR NET INVESTMENT INCOME PURPOSES FOR A SPECIFIC SECURITY, BONANZA CREEK ENERGY, INC., ON THE ORIGINALLY FILED RETURN. 21,569 SHARES, BONANZA CREEK ENERGY, INC. COMMON, WERE DONATED TO KOLATCH FAMILY FOUNDATION ON 1/16/13. SHARES WERE SOLD ON 1/18/13 WITH PROCEEDS OF $679,551 (FMV). PER ORIGINAL RETURN, THE FMV OF $664,757 ON THE DATE OF DONATION WAS USED AS COST BASIS TO CALCULATE THE GAIN TO BE INCLUDED IN BOTH PART I COLUMN (A) REVENUE AND EXPENSES PER BOOK AND PART I COLUMN (B) NET INVESTMENT INCOME. PER AMENDED RETURN, COST BASIS FOR 21,569 SHARES OF BONANZA CREEK ENERGY, INC SOLD ON 1/18/13 IS CORRECTLY REPORTED AS $307,483 FOR THE FY 2013 NET INVESTMENT INCOME CALCULATION. THIS NUMBER REPRESENTS THE BASIS IN THE HANDS OF THE DONOR AND IS BEING USED TO PROPERLY CALCULATED THE AMOUNT TO BE REPORTED ON FORM 990-PF, PART I COLUMN (B) NET INVESTMENT INCOME. THE AMENDED RETURN IS NOW REPORTING AN INCREASE IN NET INVESTMENT INCOME OF $357,274 BASED ON THE PROPER COST BASIS AS PER ABOVE. THIS NET INCREASE RESULTS IN AN INCREASE IN EXCISE TAX AS REPORTED ON FORM 990-PF, PART VI, LINE 5 OF $7,145. | Explanation |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | SEE SECURITIES POSITION LONG ATTACHED | NameOfStock |
| EOY Book Value | 25404419 | EOYBookValue |
| EOYFMV | 29211949 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK CHARGES | 125 | 125 | 0 |
| PROFESSIONAL FEES | 5796 | 0 | 5796 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LOANS PAYABLE | Description |
| BOY Book Value | 311266 | BOYBookValue |
| EOY Book Value | 1150912 | EOYBookValue |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ESTIMATED TAXES | $14,000 | 0 | 0 |
| EXTENSIONS | $10,000 | 0 | 0 |
Comments