2015-06-05T11:03:32-05:00 2013-10-31 133791592 PERELSON WEINER LLP ONE DAG HAMMARSKJOLD PLAZA NEW YORK NY 10017 990PF 2012-11-01 133918276 KOLATCH FAMILY FOUNDATION KOLA 2015688005 910 SYLVAN AVENUE SUITE 130 ENGLEWOOD CLIFFS NJ 07632 JONATHAN KOLATCH 2015688005 2015-06-05 1 MITCHELL J EICHEN CPA P00047900 2126053100 2015-06-05 2012 2016-02-25 16:41:14Z X X 30419983 X 11164757 600139 600139 90 90 288070 3664931 645344 12053056 1245573 0 0 0 8375 8375 0 24000 0 0 5921 125 5796 38296 8500 5796 519843 519843 558139 8500 525639 11494917 1237073 309974 66131 66131 3020893 1141903 1141903 10947023 25404419 29211949 14277890 26612453 30419983 311266 1150912 311266 1150912 X 679470 679470 0 0 13287154 24782071 13966624 25461541 14277890 26612453 13966624 11494917 0 25461541 0 25461541 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 645344 0 737446 14130790 0.052187 702486 13749294 0.051093 256037 12132416 0.021104 1164360 8439399 0.137967 144664 8146009 0.017759 0.280110 0.056022 25012411 1401245 12371 1413616 525639 24741 0 24741 0 24741 22000 17596 -4404 7145 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 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 0 0 0 0 0 JONATHAN L KOLATCH 910 SYLVAN AVENUE SUITE 130 ENGLEWOOD CLIFFS NJ 07632 0.00 0 0 0 MINDY S KOLATCH 910 SYLVAN AVENUE SUITE 130 ENGLEWOOD CLIFFS NJ 07632 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 23954105 1439206 0 25393311 0 0 25393311 380900 25012411 1250621 1250621 24741 24741 1225880 0 1225880 0 1225880 525639 0 525639 0 525639 1225880 0 0 406395 30050 59292 495737 525639 0 0 0 525639 0 495737 495737 0 0 0 0 0 204504 0 0 0 JONATHAN L KOLATCH X 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 3600 AMIT 817 BROADWAY NEW YORK NY 10003 NONE PUBLIC ENABLES ISRAELS YOUTH TO REALIZE THEIR POTENTIAL AND STRENGTHENS ISRAELI SOCIETY 2750 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 5000 CCFA 386 PARK AVENUE SOUTH 17TH FLOOR NEW YORK NY 10016 NONE PUBLIC SUPPORTS PATIENTS WITH CROHN'S OR COLITIS 1750 CHILDREN'S CARDIOMYOPATHY FOUNDATION PO BOX 547 TENAFLY NJ 07670 NONE PUBLIC RESEARCH ON PEDIATRIC CARDIOMYOPATHY 1625 COLUMBIA COLLEGE FUND 622 WEST 113TH STREET NEW YORK NY 10025 NONE PUBLIC EDUCATIONAL INSTITUTION OFFERING UNDERGARUDATE AND GRADUATE PROGRAMS 25000 COLUMIBA BARNARD HILLEL 606 WEST 115TH STREET NEW YORK NY 10025 NONE PUBLIC ORGANIZATION THAT SUPPORTS JEWISH LIFE AT COLUMBIA AND BARNARD 1800 CONGREGATION AGUDATH SHOLOM 301 STRAWBERRY HILL AVENUE STAMFORD CT 06902 NONE PUBLIC SYNAGOGUE 1000 CONGREGATION AHAVATH TORAH 241 BROAD AVENUE ENGLEWOOD NJ 07632 NONE PUBLIC SYNAGOGUE 40528 CYSTIC FIBROSIS FOUNDATION 6931 ARLINGTON ROAD BETHESDA MD 20814 NONE PUBLIC PROVIDES FUNDS FOR MEDICAL RESEARCH 25000 DRISHA INSTITUTE FOR JEWISH EDUCATION 37 WEST 65 STREET NEW YORK NY 10023 NONE PUBLIC PROVIDES JEWISH EDUCATION 1000 EAST HILL SYNAGOGUE 255 WALNUT STREET ENGLEWOOD NJ 07631 NONE PUBLIC SYNAGOGUE 2050 ETZION FOUNDATION 111 GALWAY PL TEANECK NJ 07666 NONE PUBLIC EDUCATIONAL ORGANIZATION DEDICATED TO JEWISH STUDIES IN ISRAEL 3600 ETZION FOUNDATION 111 GALWAY PLACE TEANECK NJ 07666 NONE PUBLIC PROVIDES JEWISH EDUCATION IN ISRAEL 18000 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 20000 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. 5000 MORIAH SCHOOL 53 S WOODLAND STREET ENGLEWOOD NJ 07631 NONE PUBLIC EDUCATIONAL ORGANIZATION - JEWISH DAY SCHOOL IN ENGLEWOOD, NJ 10000 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 5000 NEW YORK UNIVERSITY 70 WASHINGTON SQUARE SOUTH NEW YORK NY 10012 NONE PUBLIC EDUCATIONAL INSTITUTION OFFERING UNDERGRADUATE AND GRADUATE PROGRAMS 250000 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 10000 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 SOHN CONFERENCE FOUNDATION C/O GRACIE CAPITAL 590 MADISON AVE NEW YORK NY 10022 NONE PUBLIC PROVIDES FUNDS FOR PEDIATRIC CANCER RESEARCH 10000 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 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 25000 TOMCHEI SHABBOS OF BERGEN C/O CLAIRE STRAUSS 36 REGENT STREEET BERGENFIELD NJ 07621 NONE PUBLIC PROVIDES FOOD FOR NEEDY 180 TOMCHEI SHABBOS OF BERGEN C/O CLAIRE STRAUSS 36 REGENT STREEET BERGENFIELD NJ 07621 NONE PUBLIC PROVIDES FOOD FOR NEEDY 500 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 18000 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 25000 519843 0 14 600139 14 90 18 288070 0 888299 0 888299 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 11164757 X N/A 0 NEW JERSEY DOES NOT REQUIRE REPORTING IF THE FOUNDATION COLLECTS LESS THAN $10,000 FROM THIRD PARTIES. AMENDED RETURN GENERAL 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. SEE SECURITIES POSITION LONG ATTACHED 25404419 29211949 BANK CHARGES 125 125 0 PROFESSIONAL FEES 5796 0 5796 LOANS PAYABLE 311266 1150912 ESTIMATED TAXES 14000 0 0 EXTENSIONS 10000 0 0