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
- 2014-03-12
- IRS object ID
- 201410719349100501
- Schema version
- 2012v2.1
- Note
- A later return for the same period supersedes this one.
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-03-12T09:46:40-05:00 | 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 | 2014-03-10 | 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 | 2014-03-10 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 288070 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 12053056 | TotalRevenueAndExpenses |
| Total Net Investment Income | 888299 | 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 | 879799 | 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 | 664757 | 14794 | 14794 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 288070 | 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 | 8798 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1410043 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 525639 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 17596 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 17596 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 17596 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 22000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 22000 | TotalCreditsAndPayments |
| Overpayment | 4404 | Overpayment |
| Amount Credited To Next Year | 4404 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | 17596 | TaxBasedOnInvestmentIncome |
| Total Tax | 17596 | TotalTax |
| Distributable Amount Before Adj | 1233025 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 1233025 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 1233025 | 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 | 1233025 | 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 | 211649 | 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 |
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