KATCHER FAMILY FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- KATCHER FAMILY FOUNDATION INC (EIN 65-0715498)
- Tax period
- 2011-12-01 to 2012-11-30
- Filed
- 2013-10-15
- IRS object ID
- 201342889349100309
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Loans From Officers Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-15T10:53:16-05:00 | Timestamp |
| Tax Period End Date | 2012-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010720052 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORRISON BROWN ARGIZ & FARRA LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1450 BRICKELL AVENUE 18TH FLOOR | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33131 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650715498 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATCHER FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KATC | NameControl |
| Phone | 3056617515 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4197 DOUGLAS ROAD | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33133 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GERALD KATCHER | Name |
| Title | DIRECTOR | Title |
| Phone | 3053584222 | Phone |
| Date Signed | 2013-10-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LEIF NOVIE | Name |
| PTIN | P00548257 | PTIN |
| Phone | 3053735500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3246366 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1200000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 33112 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 33112 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 53823 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 53823 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 34721 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 305135 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 32274 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1321656 | TotalRevenueAndExpenses |
| Total Net Investment Income | 119209 | 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 |
| Accounting Fees Rev And Expnss | 4206 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2103 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2103 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2111 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 751 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 6317 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2854 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2103 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1082372 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1082372 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1088689 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2854 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1084475 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 232967 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 116355 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 117781 | CashBOY |
| Cash EOY | 16822 | CashEOY |
| Cash EOYFMV | 16822 | CashEOYFMV |
| Other Notes And Loans Receivable | 655803 | OtherNotesAndLoansReceivable |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Other Notes And Loans Rcvbl BOY | 684904 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 655803 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 655803 | OtherNotesAndLoansRcvblEOYFMV |
| Investments Corp Stock BOY | 656821 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 534772 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 578735 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 1185886 | InvestmentsOtherBOY |
| Investments Other EOY | 1040962 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1995006 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2645392 | TotalAssetsBOY |
| Total Assets EOY | 2248359 | TotalAssetsEOY |
| Total Assets EOYFMV | 3246366 | TotalAssetsEOYFMV |
| Loans From Officers BOY | 1685000 | LoansFromOfficersBOY |
| Loans From Officers EOY | 1055000 | LoansFromOfficersEOY |
| Total Liabilities BOY | 1685000 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1055000 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 960392 | RetainedEarningsBOY |
| Retained Earnings EOY | 1193359 | RetainedEarningsEOY |
| Total Net Assets BOY | 960392 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1193359 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2645392 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2248359 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 960392 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 232967 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1193359 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1193359 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (8 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 |
|---|---|---|---|---|---|---|---|
| PIMCO | P | 2011-10-31 | 2012-02-06 | 153296 | 151023 | 2273 | 2273 |
| CVS CAREMARK | P | 2010-03-11 | 2012-03-02 | 45136 | 34802 | 10334 | 10334 |
| GROUP AEROPLAN (AIMIA INC) | P | 2010-03-11 | 2012-06-22 | 38433 | 31834 | 6599 | 6599 |
| GROUP AEROPLAN (AIMIA INC) | P | 2010-03-11 | 2012-07-09 | 6657 | 5305 | 1352 | 1352 |
| GROUP AEROPLAN | P | 2010-03-26 | 2012-07-09 | 26627 | 20883 | 5744 | 5744 |
| GROUP AEROPLAN | P | 2010-03-26 | 2012-07-11 | 20251 | 15662 | 4589 | 4589 |
| GROUP AEROPLAN | P | 2010-03-26 | 2012-09-28 | 14735 | 10442 | 4293 | 4293 |
| CELL KINETIC LTD WARRANTS | P | 1999-01-04 | 2012-01-26 | 2910 | -2910 | -2910 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 32274 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1762402 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2759977 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.638557 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1853295 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2931158 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.632274 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1774886 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4107913 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.432065 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1434123 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 8270871 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.173394 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1065363 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 12734900 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.083657 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.959947 | TotalDistributionRatio |
| Average Distribution Ratio | 0.391989 | AverageDistributionRatio |
| Net Noncharitable Assets | 2789748 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1093551 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1164 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1094715 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1084475 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2327 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2327 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2327 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2168 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2168 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 4 | PenaltyForUnderpayment |
| Tax Due | 163 | 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 |
| States Filed With | DE | StatesFiledWith |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | 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 | GERALD KATCHER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3053584222 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4197 DOUGLAS ROAD | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33133 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign 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 | 1 | 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 |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| GERALD KATCHER | ||||||||
| 4197 DOUGLAS ROAD | MIAMI | FL | 33131 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| JANE KATCHER | ||||||||
| 4197 DOUGLAS ROAD | MIAMI | FL | 33131 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| LESLEY HELLER | ||||||||
| 3 SHORE ROAD | RYE | NY | 10580 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of 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 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 714647 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 290420 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 1827164 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2832231 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2832231 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 42483 | CashDeemedCharitable |
| Net Noncharitable Assets | 2789748 | NetNoncharitableAssets |
| Minimum Investment Return | 139487 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 139487 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2327 | TaxBasedOnInvestmentIncome |
| Total Tax | 2327 | TotalTax |
| Distributable Amount Before Adj | 137160 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 137160 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 137160 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1084475 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 1084475 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1084475 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 137160 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 458196 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 1026413 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 1570774 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 1708247 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 1626499 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 6390129 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1084475 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 137160 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 947315 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 7337444 | 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 | 458196 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 6879248 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 1026413 | ExcessFromYear4 |
| Excess From Year3 | 1570774 | ExcessFromYear3 |
| Excess From Year2 | 1708247 | ExcessFromYear2 |
| Excess From Year1 | 1626499 | ExcessFromYear1 |
| Excess From Current Year | 947315 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GERALD KATCHER | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | GERALD KATCHER | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4197 DOUGLAS ROAD | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33133 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 3053584222 | RecipientPhoneNumber |
| Form And Info And Materials | PROVIDED UPON INITIAL CONTACT | FormAndInfoAndMaterials |
| Submission Deadlines | PROVIDED UPON INITIAL CONTACT | SubmissionDeadlines |
| Restrictions On Awards | PROVIDED UPON INITIAL CONTACT | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (30 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ALLIANCE FOR JUSTICE | |||||||
| 11 DUPONT CIRCLE NW 2ND FLOOR | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $5,000 |
| ANDERSON RANCH ARTS CENTER | |||||||
| PO BOX 5598-5263 OWL CREEK ROAD | SNOWMASS VILLAGE | CO | 81615 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $2,500 |
| ASPEN COMMUNITY | |||||||
| 2 MUSIC ROAD | ASPEN | CO | 81611 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $650 |
| ASPEN MUSIC FESTIVAL & SCHOOL | |||||||
| 2 MUSIC ROAD | ASPEN | CO | 81611 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $30,000 |
| ASPEN PUBLIC RADIO | |||||||
| 110 EAST HALLAM STREET SUITE 134 | ASPEN | CO | 816111467 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $3,000 |
| CENTRE FOR REPRODUCTIVE RIGHTS | |||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $100 |
| CONCERT ARTISTS GUILD | |||||||
| 850 SEVENTH AVENUE SUITE 1205 | NEW YORK | NY | 10019 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $10,000 |
| EVERGLADES FOUNDATION | |||||||
| 18001 OLD CUTLER ROAD SUITE 625 | PALMETTO BAY | FL | 33157 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $500 |
| FAIRCHILD TROPICAL BOTANICAL GARDENS | |||||||
| 10901 OLD CUTLER ROAD | CORAL GABLES | FL | 33156 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $1,000 |
| METROPOLITAN MUSEUM | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 100280198 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $275 |
| MUSEUM FOR AFRICAN ART | |||||||
| 36-01 43RD AVENUE | LONG ISLAND CITY | NY | 11101 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $80,000 |
| NATIONAL PUBLIC RADIO | |||||||
| 635 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $50,000 |
| NEW ISRAEL FUND | |||||||
| 1400 NW 107TH AVENUE | MIAMI | FL | 33172 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $25,000 |
| NEW WORLD SYMPHONY | |||||||
| 541 LINCOLN ROAD | MIAMI BEACH | FL | 33139 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $357,932 |
| PLANNED PARENTHOOD | |||||||
| 3119A SW 22ND STREET | MIAMI | FL | 33145 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $250 |
| TEACHERS COLLEGE FUND | |||||||
| 525 WEST 120TH STREET | NEW YORK | NY | 100276696 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $100,000 |
| TEMPLE JUDEA | |||||||
| 5500 GRANADA BLVD | CORAL GABLES | FL | 33146 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $5,320 |
| THE ASPEN INSTITUTE | |||||||
| 1000 NORTH THIRD STREET | ASPEN | CO | 81611 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $3,500 |
| THE CLEVELAND ORCHESTRA | |||||||
| 11001 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $1,000 |
| THE EARLY CHILDHOOD INITIATIVE | |||||||
| 3250 SW THIRD AVENUE | MIAMI | FL | 33129 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $100,000 |
| UNITED WAY OF MIAMI | |||||||
| 3250 SW THIRD AVENUE | MIAMI | FL | 33129 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $150,000 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 9200 S DADELAND BLVD | MIAMI | FL | 33156 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $600 |
| SOCIETY FOR PEDIATRIC RADIOLOGY RESEARCH | |||||||
| 1891 PRESTON WHITE DRIVE | RESTON | VA | 20191 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $1,000 |
| KAUFMAN CENTER | |||||||
| 129 W 67TH STREET | NEW YORK | NY | 10023 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $500 |
| MANHATTAN THEATRE CLUB | |||||||
| 311 WEST 43RD STREET 8TH FLOOR | NEW YORK | NY | 10036 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $3,250 |
| MIAMI COALITION OF CHRISTIANS AND JEWS | |||||||
| 150 SE 2ND AVENUE SUITE 1004 | MIAMI | FL | 33131 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $700 |
| THE YALE LAW JOURNAL | |||||||
| PO BOX 208215 | NEW HAVEN | CT | 06520 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $55 |
| WPBT2 | |||||||
| PO BOX 610002 | MIAMI | FL | 33261 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $40 |
| TEXAS DEFENDER SERVICE | |||||||
| 510 S CONGRESS 304 | AUSTIN | TX | 78704 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $150,000 |
| NTM INFO & RESEARCH | |||||||
| 1550 MADRUGA AVENUE SUITE 230 | CORAL GABLES | FL | 33146 | NONE | 501(C)(3) | FUNDING FOR CHARITABLE PURPOSES | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1082372 | 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 | $33,112 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $53,823 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $34,721 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $121,656 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 121656 | 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 | GERALD KATCHER | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4197 DOUGLAS ROAD | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33133 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 1200000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $4,206 | Amount |
| Net Investment Income | 2103 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2103 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (9 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| BANK OF AMERICA | 34485 | 19720 |
| COVIDEN PLC | 40101 | 58110 |
| CVS CAREMARK | 0 | 0 |
| GROUP AEROPLAN | 0 | 0 |
| JP MORGAN CHASE | 43013 | 41080 |
| KKR FINANCIAL HLDGS | 21815 | 31530 |
| MFA FINANCIAL | 308401 | 336400 |
| MOLSON COORS | 66074 | 62190 |
| AIMIA INC COM | 20883 | 29705 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| PACIFIC STRATEGIC INVESTORS(HEDGE FUND I) | AT COST | 931824 | 1884136 |
| JP MORGAN STRATEGIC INCOME | AT COST | 109138 | 110870 |
| PIMCO | AT COST | 0 | 0 |
Loans From Officers Schedule LoansFromOfficersSchedule
Loans From Officer LoansFromOfficer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lenders Name | GERALD KATCHER | LendersName |
| Lenders Title | DIRECTOR | LendersTitle |
| Balance Due | 1055000 | BalanceDue |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL TAX PAID | $1,360 | 0 | 0 |
| FOREIGN TAX PAID | $751 | 751 | 0 |
Comments