KOLATCH FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- KOLATCH FAMILY FOUNDATION (EIN 13-3918276)
- Tax period
- 2011-11-01 to 2012-10-31
- Filed
- 2013-09-09
- IRS object ID
- 201332529349100453
- Schema version
- 2011v1.5
- 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 Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-09-09T10:21:06-05:00 | Timestamp |
| Tax Period End Date | 2012-10-31 | 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 | 2011-11-01 | 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 | 2013-08-15 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 15393638 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 9233 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 824308 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 824308 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 3003 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 3003 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 620775 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2089890 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 620775 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | -195 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 1457124 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1448086 | 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 | 28718 | InterestRevAndExpnss |
| Interest Net Invst Incm | 28718 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 10859 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 6557 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 27 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 6530 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 46134 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 28745 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 6530 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 745109 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 745109 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 791243 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 28745 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 751639 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 665881 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1419341 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 563256 | CashBOY |
| Cash EOY | 309974 | CashEOY |
| Cash EOYFMV | 309974 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 1593678 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 3020893 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 3020893 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 12415766 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 10947023 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 12062771 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 14572700 | TotalAssetsBOY |
| Total Assets EOY | 14277890 | TotalAssetsEOY |
| Total Assets EOYFMV | 15393638 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 1271957 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 311266 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 1271957 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 311266 | 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 | 12621273 | RetainedEarningsBOY |
| Retained Earnings EOY | 13287154 | RetainedEarningsEOY |
| Total Net Assets BOY | 13300743 | TotalNetAssetsBOY |
| Total Net Assets EOY | 13966624 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 14572700 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 14277890 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 13300743 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 665881 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 13966624 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 13966624 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (11 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 |
|---|---|---|---|---|---|---|---|
| CIT, 7%, 5/1/17 | P | 2011-05-06 | 2012-03-09 | 500000 | 448125 | 51875 | 51875 |
| DELPHI FINANCIAL | P | 1999-12-31 | 2012-05-16 | 1316 | 1316 | 1316 | |
| DELPHI FINANCIAL | P | 2004-12-23 | 2012-05-16 | 34223 | 34223 | 34223 | |
| DELPHI FINANCIAL | P | 1999-03-08 | 2012-05-16 | 67129 | 31799 | 35330 | 35330 |
| LEVEL 3, 8.75%, 2/15/17 | P | 2011-05-26 | 2012-09-15 | 521875 | 517500 | 4375 | 4375 |
| RBS, 5.37%, 5/11/2006 - CAD | P | 2009-08-06 | 2012-10-16 | 844450 | 396214 | 448236 | 448236 |
| TEXAS UTILITIES ELECTRIC, 7.48%, 1/1/2017 (260K) | P | 2010-01-06 | 2012-01-03 | 19 | 12 | 7 | 7 |
| TEXAS UTILITIES ELECTRIC, 7.48%, 1/1/2017 (816K) | P | 2009-08-13 | 2012-01-03 | 60 | 37 | 23 | 23 |
| TEXAS UTILITIES ELECTRIC, 7.48%, 1/1/2017 (260K) | P | 2010-01-06 | 2012-07-02 | 29057 | 18887 | 10170 | 10170 |
| TEXAS UTILITIES ELECTRIC, 7.48%, 1/1/2017 (816K) | P | 2009-08-13 | 2012-07-02 | 91196 | 56541 | 34655 | 34655 |
| GLOBALSTAR- SHORT | P | 2000-02-15 | 2011-11-01 | 565 | 565 | 565 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 620775 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 702486 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 13749294 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.051093 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 256037 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 12132416 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.021104 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1164360 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 8439399 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.137967 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 144664 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 8146009 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.017759 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 200885 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 7972547 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.025197 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.253120 | TotalDistributionRatio |
| Average Distribution Ratio | 0.050624 | AverageDistributionRatio |
| Net Noncharitable Assets | 14130790 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 715357 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 14193 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 729550 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 751639 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 14193 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 14193 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 14193 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 22007 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 10000 | TaxPaidWithExtension |
| Total Credits And Payments | 32007 | TotalCreditsAndPayments |
| Overpayment | 17814 | Overpayment |
| Amount Credited To Next Year | 8000 | AmountCreditedToNextYear |
| Amount To Be Refunded | 9814 | 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 | 13057061 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1288919 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 14345980 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 14345980 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 215190 | CashDeemedCharitable |
| Net Noncharitable Assets | 14130790 | NetNoncharitableAssets |
| Minimum Investment Return | 706540 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 706540 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 14193 | TaxBasedOnInvestmentIncome |
| Total Tax | 14193 | TotalTax |
| Distributable Amount Before Adj | 692347 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 692347 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 692347 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 751639 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 751639 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 14193 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 737446 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 692347 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year3 | 406395 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year1 | 30050 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 436445 | TotalExcessDistriCarryover |
| Qualifying Distributions | 751639 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 692347 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 59292 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 495737 | 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 | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 495737 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 406395 | ExcessFromYear3 |
| Excess From Year1 | 30050 | ExcessFromYear1 |
| Excess From Current Year | 59292 | ExcessFromCurrentYear |
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 (34 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Recipient RelationshipRecipientRelationship |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF ALYN HOSPITAL | |||||||
| 122 EAST 42ND STREET SUITE 1519 | NEW YORK | NY | 10168 | PUBLIC | SUPPORTS REHABILITATION CENTER FOR DISABLED CHILDREN | $360 | |
| AMERICAN FRIENDS OF YESHIVAT KEREM B'YAVNEH | |||||||
| 1418 AVENUE N SUITE 1 | BROOKLYN | NY | 11230 | PUBLIC | PROVIDE GRANTS TO RELIGIOUS SCHOOLS PROVIDING HIGHER EDUCATION | $500 | |
| AMIT | |||||||
| 817 BROADWAY | NEW YORK | NY | 10003 | PUBLIC | ENABLES ISRAELS YOUTH TO REALIZE THEIR POTENTIAL AN | $2,500 | |
| CCFA | |||||||
| 386 PARK AVENUE SOUTH 17TH FLOOR | NEW YORK | NY | 10016 | PUBLIC | SUPPORTS PATIENTS WITH CROHN'S OR COLITIS | $1,000 | |
| CHABAD SERVING NYU | |||||||
| 27 WASHINGTON SQUARE | NEW YORK | NY | 10011 | PRIVATE | PROVIDING VIBRANT JEWISH STUDENT LIFE AT NYU | $10,000 | |
| CHILDREN'S CARDIOMYOPATHY FOUNDATION | |||||||
| PO BOX 547 | TENAFLY | NJ | 07670 | PUBLIC | RESEARCH ON PEDIATRIC CARDIOMYOPATHY | $1,625 | |
| COLUMBIA COLLEGE FUND | |||||||
| 622 WEST 113TH STREET | NEW YORK | NY | 10025 | PUBLIC | EDUCATIONAL INSTITUTION OFFERING UNDERGARUDATE AND GRADUATE PROGRAMS | $25,000 | |
| COLUMIBABARNARD HILLEL | |||||||
| 606 WEST 115TH STREET | NEW YORK | NY | 10025 | PUBLIC | ORGANIZATION THAT SUPPORTS JEWISH LIFE AT COLUMBIA AND BARNARD | $5,000 | |
| CONGREGATION AHAVATH TORAH | |||||||
| 240 BROAD AVENUE | ENGLEWOOD | NJ | 07631 | PRIVATE | SYNAGOGUE | $329,414 | DIRECTOR |
| CONGREGATION GESHER SHALOM | |||||||
| 1449 ANDERSON AVENUE | FORT LEE | NY | 07024 | PUBLIC | SYNAGOGUE | $180 | |
| EAST HILL SYNAGOGUE | |||||||
| 255 WALNUT STREET | ENGLEWOOD | NJ | 07631 | PRIVATE | SYNAGOGUE | $2,220 | |
| ETZION FOUNDATION | |||||||
| 111 GALWAY PL | TEANECK | NJ | 07666 | PUBLIC | EDUCATIONAL ORGANIZATION DEDICATED TO JEWISH STUDIES | $5,400 | |
| FRIENDS OF ISRAEL DISABLED VETERANS | |||||||
| 1133 BROADWAYSUITE 232 | NEW YORK | NY | 10010 | PUBLIC | SUPPORTS DISABLED VETERANS OF THE ISRAELI DEFENSE FORCES | $1,800 | |
| FRIENDSHIP CIRCLE | |||||||
| 816 EASTERN PARKWAY | BROOKLYN | NY | 11213 | PUBLIC | SUPPORTS CHILDREN WITH SPECIAL NEEDS | $200 | |
| HAKSHIVA | |||||||
| C/O WILLIAM BROWN 790 EMPIRE | FAR ROCKAWAY | NY | 11691 | PUBLIC | MENTORING PROGRAM FOR TEENS IN RAMAT BEIT SHEMESH, ISRAEL | $7,500 | |
| HARVARD BUSINESS SCHOOL | |||||||
| 117 WESTERN AVE | ALLSTON | MA | 02134 | PRIVATE | EDUCATIONAL INSTITUTION OFFERING UNDERGARUDATE AND GRADUATE PROGRAMS | $5,000 | |
| HILLEL | |||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 20001 | PUBLIC | SUPPORTS JEWISH LIFE ON COLLEGE CAMPUSES | $2,000 | |
| JCC ON THE PALISADES | |||||||
| 411 EAST CLINTON AVENUE | TENAFLY | NJ | 07670 | PUBLIC | SUPPORTS PROGRAMS TO DEEPEN JEWISH IDENTITY AND NURTURE COMMITMENT TO JEWISH VALUES. | $10,360 | |
| MORIAH SCHOOL | |||||||
| 53 S WOODLAND STREET | ENGLEWOOD | NJ | 07631 | PUBLIC | EDUCATIONAL ORGANIZATION - JEWISH DAY SCHOOL IN ENGL | $10,000 | |
| MUSEUM OF MODERN ART | |||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | PUBLIC | MUSEUM | $440 | |
| NEW YORK UNIVERSITY | |||||||
| 70 WASHINGTON SQUARE SOUTH | NEW YORK | NY | 10012 | PUBLIC | EDUCATIONAL INSTITUTION OFFERING UNDERGRADUATE AND G | $250,000 | |
| ORTHODOX UNION | |||||||
| 11 BROADWAY | NEW YORK | NY | 10004 | PUBLIC | SUPPORTS ORTHODOX JEWISH CONGREGATIONS THROUGHOUT THE US | $10,000 | |
| PRATT INSTITUTEBAP FUND | |||||||
| 200 WILLOUGHBY AVENUE | BROOKLYN | NY | 11205 | PUBLIC | EDUCATIONAL ORGANIZATION OFFERING UNDERGRADUATE AND GRADUATE STUDIES FOR CREATIVE PROFESSIONALS | $1,000 | |
| RAMAZ CURRICULUM DEVELOPMENT FUND | |||||||
| 114 EAST 85TH STREET | NEW YORK | NY | 10028 | PRIVATE | TO ENRICH OUR CHILDREN'S EDUCATIONAL EXPERIENCE | $10,000 | |
| REUTH | |||||||
| 185 MADISON AVENUE SUITE 1604 | NEW YORK | NY | 10016 | PRIVATE | PROVIDING EXCELLENT PROFESSIONAL CARE, AND IMPROVIN | $3,600 | |
| SHARSHRET | |||||||
| 1086 TEANECK ROAD SUITE 3A | TEANECK | NJ | 07666 | PUBLIC | SUPPORTS JEWISH WOMEN WITH BREAST CANCER | $500 | |
| SINAI SCHOOLS | |||||||
| 1485 TEANECK ROAD SUITE 300 | TEANECK | NJ | 07666 | PUBLIC | SINAI SCHOOLS PROGRAMS ARE DESIGNED TO MEET THE EDU | $3,600 | |
| THE COMMUNITY CHEST OF ENGLEWOOD | |||||||
| 97 ENGLE STREET | ENGLEWOOD | NJ | 07631 | PUBLIC | PROVIDE SOCIAL, CULTURAL, RECREATIONAL, AND EDUCATIO | $1,000 | |
| THE WASHINGTON INSITUTE FOR NEW EAST POLICY | |||||||
| 1828 L STREET NW SUITE 1050 | WASHINGTON | DC | 20036 | PUBLIC | TO ADVANCE A BALANCED AND REALISTIC UNDERSTANDING OF | $1,000 | TRUSTEE |
| UJA FEDERATION OF NORTHERN NJ | |||||||
| 50 EISENHOWER DRIVE | PARAMUS | NJ | 07652 | PRIVATE | COMMUNITY/RECREATION CENTER | $18,000 | |
| YESHIVA DARCHAI MENACHEM | |||||||
| 432 RUTLAND ROAD | BROOKLYN | NY | 11203 | PUBLIC | EDUCATIONAL INSTITUTION OFFERING SECULAR AND JEWISH STUDIES. | $250 | |
| YESHIVA OF BAYONNE | |||||||
| 735 AVENUE C | BAYONNE | NJ | 07002 | PRIVATE | EDUCATIONAL INSTITUTION OFFERING HIGH SCHOOL STUDENT | $160 | |
| YESHIVA OHR SIMCHA | |||||||
| 101 WEST FOREST AVENUE | ENGLEWOOD | NJ | 07631 | PUBLIC | EDUCATIONAL ORGANIZATION OFFERING SECULAR AND JEWISH STUDIES | $500 | |
| YESHIVA UNIVERSITY | |||||||
| 500 WEST 185TH STREET | NEW YORK | NY | 10033 | PUBLIC | EDUCATIONAL INSTITUTION OFFERING UNDERGRADUATE AND G | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 745109 | 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 | $824,308 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,003 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $620,775 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MEANINGFUL MACHINE LLC | Description |
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | -$195 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $1,447,891 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1447891 | 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 | 9233 | 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 | 10947023 | EOYBookValue |
| EOYFMV | 12062771 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK CHARGES | 27 | 27 | 0 |
| PROFESSIONAL FEES | 6530 | 0 | 6530 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MEANINGFUL MACHINE LLC | Description |
| Revenue And Expenses Per Books | -195 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | -195 | AdjustedNetIncome |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LOANS PAYABLE | Description |
| BOY Book Value | 1271957 | BOYBookValue |
| EOY Book Value | 311266 | EOYBookValue |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ESTIMATED TAXES | $859 | 0 | 0 |
| EXTENSIONS | $10,000 | 0 | 0 |
Comments