KOLATCH FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- KOLATCH FAMILY FOUNDATION (EIN 13-3918276)
- Tax period
- 2010-11-01 to 2011-10-31
- Filed
- 2012-06-12
- IRS object ID
- 201211649349100216
- Schema version
- 2010v3.4
- 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 | 2012-06-12T09:17:09-05:00 | Timestamp |
| Tax Period End Date | 2011-10-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-11-01 | 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 STE 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 | 2012-06-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MITCHELL J EICHEN CPA | Name |
| Phone | 2126053100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 15231612 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1405752 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 614384 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 614384 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 961 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 961 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 179902 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 10564406 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 179902 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 81127 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 2282126 | TotalRevenueAndExpenses |
| Total Net Investment Income | 795247 | 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 | 41942 | InterestRevAndExpnss |
| Interest Net Invst Incm | 41942 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 57122 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 6640 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1840 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 4800 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 105704 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 43782 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 4800 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 697686 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 697686 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 803390 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 43782 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 702486 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1478736 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 751465 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 167172 | CashBOY |
| Cash EOY | 563256 | CashEOY |
| Cash EOYFMV | 563256 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 6799736 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1593678 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1593678 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 5919292 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 12415766 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 13074678 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 12886200 | TotalAssetsBOY |
| Total Assets EOY | 14572700 | TotalAssetsEOY |
| Total Assets EOYFMV | 15231612 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 270000 | AccountsPayableBOY |
| Other Liabilities BOY | 794193 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 1271957 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 1064193 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1271957 | 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 | 11142537 | RetainedEarningsBOY |
| Retained Earnings EOY | 12621273 | RetainedEarningsEOY |
| Total Net Assets BOY | 11822007 | TotalNetAssetsBOY |
| Total Net Assets EOY | 13300743 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 12886200 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 14572700 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 11822007 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1478736 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 13300743 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 13300743 | 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 |
|---|---|---|---|---|---|---|---|
| AIG HYBRID, 5/15/58 | P | 2010-03-12 | 2011-03-04 | 823125 | 590625 | 232500 | 232500 |
| AIG, 5.125%, 1/28/2013 - GBP | P | 2009-07-01 | 2011-08-09 | 989877 | 771032 | 218845 | 218845 |
| INTELSAT, 8.5%, 1/15/13 | P | 2008-06-27 | 2011-02-28 | 79000 | 71100 | 7900 | 7900 |
| INTELSAT, 8.5%, 1/15/13 | P | 2008-06-27 | 2011-04-05 | 214923 | 198900 | 16023 | 16023 |
| LSP ENERGY, 7.164%, 1/15/14 (300K) | P | 2003-09-18 | 2011-01-18 | 14100 | 11618 | 2482 | 2482 |
| LSP ENERGY, 7.164%, 1/15/14 (300K) | P | 2003-09-18 | 2011-07-01 | 15300 | 12607 | 2693 | 2693 |
| LYONDELL, 11%, 5/1/18 | P | 2011-05-06 | 2011-09-07 | 554375 | 521250 | 33125 | 33125 |
| LYONDELL, 11%, 5/1/18 | P | 2011-05-07 | 2011-09-07 | 637531 | 600875 | 36656 | 36656 |
| MERCER, 9.25%, 2/15/13 | P | 2007-05-09 | 2010-11-17 | 193660 | 195488 | -1828 | -1828 |
| MERCER, 9.25%, 2/15/13 | P | 2010-07-13 | 2010-11-17 | 993130 | 943750 | 49380 | 49380 |
| MERCER, 9.25%, 2/15/13 | P | 2007-10-25 | 2010-11-17 | 248283 | 240938 | 7345 | 7345 |
| TEKNI-PLEX, 10.875%, 8/15/12 | P | 2005-06-07 | 2010-12-20 | 410876 | 422000 | -11124 | -11124 |
| TEKNI-PLEX, 10.875%, 8/15/12 | P | 2008-03-18 | 2010-12-20 | 410876 | 407000 | 3876 | 3876 |
| TEXAS UTILITIES ELECTRIC, 7.48%, 1/1/2017 (260K) | P | 2010-01-06 | 2011-07-15 | 18230 | 11849 | 6381 | 6381 |
| TEXAS UTILITIES ELECTRIC, 7.48%, 1/1/2017 (816K) | P | 2009-08-13 | 2011-07-15 | 57214 | 35472 | 21742 | 21742 |
| US TREASURY NOTE 3.625%, 2/15/20 | P | 2010-11-15 | 2011-04-14 | 4903906 | 5350000 | -446094 | -446094 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 179902 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 256037 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 12132416 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.021104 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1164360 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 8439399 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.137967 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 144664 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 8146009 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.017759 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 200885 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 7972547 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.025197 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 612709 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 6457421 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.094884 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.296911 | TotalDistributionRatio |
| Average Distribution Ratio | 0.059382 | AverageDistributionRatio |
| Net Noncharitable Assets | 13749294 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 816461 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 7515 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 823976 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 702486 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 15029 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 15029 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 15029 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 32122 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 5000 | TaxPaidWithExtension |
| Total Credits And Payments | 37122 | TotalCreditsAndPayments |
| Penalty For Underpayment | 86 | PenaltyForUnderpayment |
| Overpayment | 22007 | Overpayment |
| Amount Credited To Next Year | 22007 | 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 | 11930906 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 2027768 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 13958674 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 13958674 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 209380 | CashDeemedCharitable |
| Net Noncharitable Assets | 13749294 | NetNoncharitableAssets |
| Minimum Investment Return | 687465 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 687465 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 15029 | TaxBasedOnInvestmentIncome |
| Total Tax | 15029 | TotalTax |
| Distributable Amount Before Adj | 672436 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 672436 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 672436 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 702486 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 702486 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 702486 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 672436 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year2 | 406395 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 406395 | TotalExcessDistriCarryover |
| Qualifying Distributions | 702486 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 672436 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 30050 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 436445 | 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 | 436445 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 406395 | ExcessFromYear2 |
| Excess From Current Year | 30050 | 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 (35 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Recipient RelationshipRecipientRelationship |
|---|---|---|---|---|---|---|---|---|---|---|
| BAIS MEDRASH OF QUEENS | ||||||||||
| 14455 77TH AVE | FLUSHING | NY | 11367 | PRIVATE | TO MAKE A CHARITABLE CONTRIBUTION | $2,500 | ||||
| CHABAD LUBAVITCH OF BEJING | ||||||||||
| PRIVATE | REACHING OUT TO THE APPROXIMATELY 2,000 JEWS CURRENTLY LIVING IN BEIJING | $125 | FANG YUAN XI LU NEXT TO THE SOUTH | BEIJING | CH | |||||
| CHABAD SERVING NYU | ||||||||||
| 27 WASHINGTON SQUARE | NEW YORK | NY | 10011 | PRIVATE | PROVIDING VIBRANT JEWISH STUDENT LIFE AT NYU | $50,000 | ||||
| COMMUNITY SECURITY SERVICES | ||||||||||
| 132 E 43RD ST SUITE 552 | NEW YORK | NY | 10017 | PUBLIC | TO MAKE A CHARITABLE CONTRIBUTION | $100 | ||||
| CONGREGATION SHOMREI EMUNAH | ||||||||||
| 67 PARK ST | MONTCLAIR | NJ | 07042 | PRIVATE | TO MAKE A CHARITABLE CONTRIBUTION | $500 | ||||
| RIVKA BIKUR CHOLIM | ||||||||||
| 325 HOWARD AVE | WOODMERE | NY | 11598 | PRIVATE | TO MAKE A CHARITABLE CONTRIBUTION | $180 | ||||
| THE RAMAZ SCHOOL | ||||||||||
| 60 EAST 78TH STREET | NEW YORK | NY | 10021 | PRIVATE | TO MAKE A CHARITABLE CONTRIBUTION | $100,000 | ||||
| UJA FEDERATION OF NORTHERN NJ | ||||||||||
| 50 EISENHOWER DRIVE | PARAMUS | NJ | 07652 | PRIVATE | COMMUNITY/RECREATION CENTER | $36,000 | ||||
| YESHIVA OF BAYONNE | ||||||||||
| 735 AVENUE C | BAYONNE | NJ | 07002 | PRIVATE | EDUCATIONAL INSTITUTION OFFERING HIGH SCHOOL STUDENTS A JEWISH AND SECULAR E | $160 | ||||
| YESHIVA OHR YOSEF | ||||||||||
| 435 RIVER ROAD | NEW MILFORD | NJ | 07646 | PRIVATE | EDUCATIONAL INSTITUTION OFFERING HIGH SCHOOL STUDENTS A JEWISH AND SECULAR E | $180 | ||||
| MUSEUM OF MODERN ART | ||||||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | PUBLIC | MUSEUM | $120 | ||||
| NEW YORK UNIVERSITY | ||||||||||
| 70 WASHINGTON SQUARE SOUTH | NEW YORK | NY | 10012 | PUBLIC | EDUCATIONAL INSTITUTION OFFERING UNDERGRADUATE AND GRADUATE PROGRAMS | $100,000 | ||||
| NEW YORK UNIVERSITY | ||||||||||
| 70 WASHINGTON SQUARE SOUTH | NEW YORK | NY | 10012 | PUBLIC | EDUCATIONAL INSTITUTION OFFERING UNDERGRADUATE AND GRADUATE PROGRAMS | $250,000 | ||||
| PORJECT SARAH | ||||||||||
| 199 SCOLES AVENUE | CLIFTON | NJ | 07012 | PUBLIC | TO AID WOMEN WITH DOMESTIC ABUSE | $360 | ||||
| AMIT | ||||||||||
| 817 BROADWAY | NEW YORK | NY | 10003 | PUBLIC | ENABLES ISRAELS YOUTH TO REALIZE THEIR POTENTIAL AND STRENGTHENS ISRAELI SO | $145 | ||||
| AMIT | ||||||||||
| 817 BROADWAY | NEW YORK | NY | 10003 | PUBLIC | ENABLES ISRAELS YOUTH TO REALIZE THEIR POTENTIAL AND STRENGTHENS ISRAELI SO | $500 | ||||
| CHILDREN'S CARDIOMYOPATHY FOUNDATION | ||||||||||
| PO BOX 547 | TENAFLY | NJ | 07670 | PUBLIC | RESEARCH ON PEDIATRIC CARDIOMYOPATHY | $1,500 | ||||
| CHILDREN'S CARDIOMYOPATHY FOUNDATION | ||||||||||
| PO BOX 547 | TENAFLY | NJ | 07670 | PUBLIC | RESEARCH ON PEDIATRIC CARDIOMYOPATHY | $1,625 | ||||
| CONGREGATION AHAVATH TORAH | ||||||||||
| 240 BROAD AVENUE | ENGLEWOOD | NJ | 07631 | PRIVATE | SYNANGOGUE | $100 | DIRECTOR | |||
| CONGREGATION AHAVATH TORAH | ||||||||||
| 240 BROAD AVENUE | ENGLEWOOD | NJ | 07631 | PRIVATE | SYNANGOGUE | $250 | DIRECTOR | |||
| CONGREGATION AHAVATH TORAH | ||||||||||
| 240 BROAD AVENUE | ENGLEWOOD | NJ | 07631 | PRIVATE | SYNANGOGUE | $80 | DIRECTOR | |||
| CONGREGATION AHAVATH TORAH | ||||||||||
| 240 BROAD AVENUE | ENGLEWOOD | NJ | 07631 | PRIVATE | SYNANGOGUE | $25,000 | DIRECTOR | |||
| CONGREGATION AHAVATH TORAH | ||||||||||
| 240 BROAD AVENUE | ENGLEWOOD | NJ | 07631 | PRIVATE | SYNANGOGUE | $4,182 | DIRECTOR | |||
| CONGREGATION AHAVATH TORAH | ||||||||||
| 240 BROAD AVENUE | ENGLEWOOD | NJ | 07631 | PRIVATE | SYNANGOGUE | $675 | DIRECTOR | |||
| EAST HILL SYNAGOGUE | ||||||||||
| 255 WALNUT STREET | ENGLEWOOD | NJ | 07631 | PRIVATE | SYNANGOGUE | $604 | ||||
| EAST HILL SYNAGOGUE | ||||||||||
| 255 WALNUT STREET | ENGLEWOOD | NJ | 07631 | PRIVATE | SYNANGOGUE | $40,000 | ||||
| ETZION FOUNDATION | ||||||||||
| 111 GALWAY PL | TEANECK | NJ | 07666 | PUBLIC | EDUCATIONAL ORGANIZATION DEDICATED TO JEWISH STUDIES IN ISRAEL | $3,600 | ||||
| MORIAH SCHOOL | ||||||||||
| 53 S WOODLAND STREET | ENGLEWOOD | NJ | 07631 | PUBLIC | EDUCATIONAL ORGANIZATION - JEWISH DAY SCHOOL IN ENGLEWOOD, NJ | $10,000 | ||||
| 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 IMPROVING THE QUALITY AND STANDA | $3,600 | ||||
| SINAI SCHOOLS | ||||||||||
| 1485 TEANECK ROAD SUITE 300 | TEANECK | NJ | 07666 | PUBLIC | SINAI SCHOOLS PROGRAMS ARE DESIGNED TO MEET THE EDUCATIONAL, PSYCHOLOGICAL | $3,600 | ||||
| THE COMMUNITY CHEST OF ENGLEWOOD | ||||||||||
| 97 ENGLE STREET | ENGLEWOOD | NJ | 07631 | PUBLIC | PROVIDE SOCIAL, CULTURAL, RECREATIONAL, AND EDUCATIONAL SERVICES TO COMMUNIT | $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 AMERICAN INTERESTS IN T | $25,000 | TRUSTEE | |||
| YESHIVA UNIVERSITY | ||||||||||
| 500 WEST 185TH STREET | NEW YORK | NY | 10033 | PUBLIC | EDUCATIONAL INSTITUTION OFFERING UNDERGRADUATE AND GRADUATE PROGRAMS | $1,000 | ||||
| YESHIVA UNIVERSITY | ||||||||||
| 500 WEST 185TH STREET | NEW YORK | NY | 10033 | PUBLIC | EDUCATIONAL INSTITUTION OFFERING UNDERGRADUATE AND GRADUATE PROGRAMS | $25,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 697686 | 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 | $614,384 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $961 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $179,902 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (2 entries)
| DescriptionDescription | Exclusion CodeExclusionCode | ExclusionExclusionAmount |
|---|---|---|
| MEANINGFUL MACHINE LLC | 01 | $29,897 |
| CONSENT FEES | 01 | $51,230 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $876,374 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 876374 | 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 | 1405752 | 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 | 12415766 | EOYBookValue |
| EOYFMV | 13074678 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| SECURITY LENDING REBATE | 1780 | 1780 | 0 |
| BANK CHARGES | 60 | 60 | 0 |
| PROFESSIONAL FEES | 4800 | 0 | 4800 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|
| MEANINGFUL MACHINE LLC | 29897 | 29897 |
| CONSENT FEES | 51230 | 51230 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LOANS PAYABLE | Description |
| BOY Book Value | 794193 | BOYBookValue |
| EOY Book Value | 1271957 | EOYBookValue |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ESTIMATED TAXES | $32,122 | 0 | 0 |
| EXTENSIONS | $25,000 | 0 | 0 |
Comments