KOLATCH FAMILY FOUNDATION: Form 990PF, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- KOLATCH FAMILY FOUNDATION (EIN 13-3918276)
- Tax period
- 2009-11-01 to 2010-10-31
- Filed
- 2011-09-15
- IRS object ID
- 201132589349100313
- Schema version
- 2009v1.7
- 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 | 2011-09-15T18:06:25-05:00 | Timestamp |
| Tax Period End Date | 2010-10-31 | 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 | 2009-11-01 | 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 | 2011-09-15 | 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 | 2009 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 13482004 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1568000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 731332 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 731332 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 1373 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1373 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1088306 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 5044130 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1088306 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | -29899 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 3359112 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1821011 | 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 | 19819 | InterestRevAndExpnss |
| Interest Net Invst Incm | 19819 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 15998 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 15998 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 4835 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 4835 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 40652 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 40652 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 256037 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 256037 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 296689 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 40652 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 256037 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 3062423 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1780359 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 189326 | CashBOY |
| Cash EOY | 167172 | CashEOY |
| Cash EOYFMV | 167172 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 2303130 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 6799736 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 6799736 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 7599108 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 5919292 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 6515096 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 10091564 | TotalAssetsBOY |
| Total Assets EOY | 12886200 | TotalAssetsEOY |
| Total Assets EOYFMV | 13482004 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 270000 | AccountsPayableBOY |
| Accounts Payable EOY | 270000 | AccountsPayableEOY |
| Other Liabilities BOY | 1061980 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 794193 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 1331980 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1064193 | 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 | 8080114 | RetainedEarningsBOY |
| Retained Earnings EOY | 11142537 | RetainedEarningsEOY |
| Total Net Assets BOY | 8759584 | TotalNetAssetsBOY |
| Total Net Assets EOY | 11822007 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 10091564 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 12886200 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 8759584 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 3062423 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 11822007 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 11822007 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | see statement attached | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gross Sales Price | 5044130 | GrossSalesPrice |
| Cost Or Other Basis | 3955824 | CostOrOtherBasis |
| Gain Or Loss | 1088306 | GainOrLoss |
| Gains Minus Excess Or Losses | 1088306 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1088306 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1164360 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 8439399 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.137967 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 144664 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 8146009 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.017759 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 200885 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 7972547 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.025197 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 612709 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 6457421 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.094884 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 432421 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 6575419 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.065763 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.341570 | TotalDistributionRatio |
| Average Distribution Ratio | 0.068314 | AverageDistributionRatio |
| Net Noncharitable Assets | 12132416 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 828814 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 17804 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 846618 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 256037 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 35607 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 35607 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 35607 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 14994 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 25000 | TaxPaidWithExtension |
| Total Credits And Payments | 39994 | TotalCreditsAndPayments |
| Overpayment | 4387 | Overpayment |
| Amount Credited To Next Year | 3878 | 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 SUITE 130 | AddressLine1 |
| City | ENGLEWOOD CLIFFS | City |
| State | NJ | State |
| ZIP Code | 07632 | ZIPCode |
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 | 6113568 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 6203606 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 12317174 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 12317174 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 184758 | CashDeemedCharitable |
| Net Noncharitable Assets | 12132416 | NetNoncharitableAssets |
| Minimum Investment Return | 606621 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 606621 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 35607 | TaxBasedOnInvestmentIncome |
| Total Tax | 35607 | TotalTax |
| Distributable Amount Before Adj | 571014 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 571014 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 571014 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 256037 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 256037 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 256037 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 571014 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year1 | 721372 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 721372 | TotalExcessDistriCarryover |
| Qualifying Distributions | 256037 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 256037 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 314977 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 314977 | ExcessDistriCyovAppliedCY |
| Total Corpus | 406395 | 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 | 406395 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 406395 | ExcessFromYear1 |
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 (39 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Recipient RelationshipRecipientRelationship | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| American Friends of Alyn Hospital | ||||||||
| 51 East 42nd Street Suite 308 | New York | NY | 10017 | public | hospital for disabled youth in Israel | $250 | ||
| AMIT | ||||||||
| 817 Broadway | New York | NY | 10003 | public | enables Israels youth to realize their potential and strengthens Israeli so | $212 | ||
| AMIT | ||||||||
| 817 Broadway | New York | NY | 10003 | public | enables Israels youth to realize their potential and strengthens Israeli so | $2,500 | ||
| Bais Medrash Nesivos Hatorah | ||||||||
| 19 Rupert Avenue | Staten Island | NY | 10314 | public | Educational organization dedicated to Jewish Studies | $360 | ||
| CCFA | ||||||||
| 386 Park Avenue South 7th Floor | New York | NY | 10016 | public | dedicated to finding the cure for Crohn's disease and ulcerative colitis | $500 | ||
| Columbia University | ||||||||
| 116th Street and Broadway | New York | NY | 10027 | public | one of the world's most important centers of research and learning environme | $25,000 | ||
| Columbia University Libraries | ||||||||
| 116th Street and Broadway | New York | NY | 10027 | public | one of the world's most important centers of research and learning environme | $26,500 | ||
| Congregation Ahavath Torah | ||||||||
| 240 Broad Avenue | Englewood | NJ | 07631 | private | Synagogue | $72 | Director | |
| Congregation Ahavath Torah | ||||||||
| 240 Broad Avenue | Englewood | NJ | 07631 | private | Synagogue | $10,000 | Director | |
| Congregation Ahavath Torah | ||||||||
| 240 Broad Avenue | Englewood | NJ | 07631 | private | Synagogue | $2,629 | Director | |
| Congregation Ahavath Torah | ||||||||
| 240 Broad Avenue | Englewood | NJ | 07631 | private | Synagogue | $250 | Director | |
| Congregation Ahavath Torah | ||||||||
| 240 Broad Avenue | Englewood | NJ | 07631 | private | Synagogue | $600 | Director | |
| Congregation Ahavath Torah | ||||||||
| 240 Broad Avenue | Englewood | NJ | 07631 | private | Synagogue | $10,050 | Director | |
| East Hill Synagogue | ||||||||
| 255 Walnut Street | Englewood | NJ | 07631 | private | Synagogue | $604 | ||
| Etzion Foundation | ||||||||
| 111 Galway Pl | Teaneck | NJ | 07666 | public | Educational organization dedicated to Jewish Studies in Israel | $1,800 | ||
| Etzion Foundation | ||||||||
| 111 Galway Pl | Teaneck | NJ | 07666 | public | Educational organization dedicated to Jewish Studies in Israel | $2,500 | ||
| Ezer Mizion | ||||||||
| 1281 49th Street | Brooklyn | NY | 11219 | private | offers an extensive range of medical and social support services to help Isr | $50,000 | ||
| Good People Fund | ||||||||
| 384 Wyoming Avenue | Millburn | NJ | 07041 | public | responds to significant problems such as poverty, disability, trauma, and s | $180 | ||
| Hillel | ||||||||
| 800 Eighth Street NW | Washington | DC | 20001 | public | to enrich the lives of Jewish undergraduate and graduate students so that th | $10,000 | ||
| Hillel | ||||||||
| 800 Eighth Street NW | Washington | DC | 20001 | public | to enrich the lives of Jewish undergraduate and graduate students so that th | $1,000 | ||
| Jewish National Fund | ||||||||
| 42 East 69th Street | New York | NY | 10021 | public | charitable organization specializing in Israeli land and infrastructure | $250 | ||
| Leukemia & Lymphoma Society | ||||||||
| 1311 Mamaroneck Avenue Suite 310 | White Plains | NY | 10605 | public | Cure leukemia, lymphoma, Hodgkin's disease and myeloma, and improve the qual | $100 | ||
| Magen David Adom | ||||||||
| 352 Seventh Avenue Suite 400 | New York | NY | 10001 | public | to provide Israel's pre-hospital emergency needs, including medical, disaste | $180 | ||
| Moriah School | ||||||||
| 53 S Woodland Street | Englewood | NJ | 07631 | public | Educational organization - Jewish day school in Englewood, NJ | $10,000 | ||
| New York Downtown Hospital | ||||||||
| 170 William Street | New York | NY | 10038 | public | delivers state-of-the-art healthcare with the intimate attention and compass | $1,500 | ||
| NTAF Mid-Atlantic Bone Marrow Transplant | ||||||||
| 150 N Radnor Chester Road Suite | Radnor | PA | 19087 | public | helps families address financial hardships arising from uninsured medical ex | $250 | F-120 | |
| OI Foundation | ||||||||
| 804 W Diamond Ave Suite 210 | Gaithersburg | MD | 20878 | public | provides research funding, education, awareness and mutual support of Osteog | $1,000 | ||
| Orthodox Union | ||||||||
| 8 W 70th St | New York | NY | 10023 | public | to advance, strengthen, and lead the Orthodox Jewish Community, and inspire | $3,600 | ||
| 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 | $2,500 | ||
| 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 communi | $1,000 | ||
| The Washington Institute 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 | |
| The Washington Institute 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 | |
| Torah Academy of Bergen County | ||||||||
| 1600 Queen Anne Rd | Teaneck | NJ | 07666 | public | Educational institution - Jewish day school in Teaneck, NJ | $800 | ||
| Yeshiva Darchai Menachem | ||||||||
| 823 Eastern Parkway | Brooklyn | NY | 11213 | private | Educational Institution - Jewish day school | $250 | ||
| Yeshiva Ohr Simcha of Englewood | ||||||||
| 101 W Forest Avenue | Englewood | NJ | 07631 | public | Educational institution offering high school students a Jewish and secular e | $500 | ||
| Yeshiva Ohr Simcha of Englewood | ||||||||
| 101 W Forest Avenue | Englewood | NJ | 07631 | public | Educational institution offering high school students a Jewish and secular e | $500 | ||
| 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 | 256037 | 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 | $731,332 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,373 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $1,088,306 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | meaningful machine llc | Description |
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | -$29,899 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $1,791,112 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1791112 | 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 (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | jonathan l kolatch | 910 SYLVAN AVENUE SUITE 130 | englewood cliffs | NJ | 07632 | 600000 | X | |
| 2 | jonathan l kolatch | 910 SYLVAN AVENUE SUITE 130 | englewood cliffs | NJ | 07632 | 968000 | X |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 2 | ContributorNumberFromPartI |
| Noncash Property Description | 1,000,000 sh @ nh st busn fin auth rev | NoncashPropertyDescription |
| Fair Market Value | 968000 | FairMarketValue |
| Date Received | 2009-12-30 | DateReceived |
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 | 5919292 | EOYBookValue |
| EOYFMV | 6515096 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other expenses | Description |
| Revenue And Expenses Per Books | 4835 | RevenueAndExpensesPerBooks |
| Net Investment Income | 4835 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | meaningful machine llc | Description |
| Revenue And Expenses Per Books | -29899 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | -29899 | AdjustedNetIncome |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LOANS PAYABLE | Description |
| BOY Book Value | 1061980 | BOYBookValue |
| EOY Book Value | 794193 | EOYBookValue |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| estimated taxes | $10,998 | 10998 | 0 |
| extensions | $5,000 | 5000 | 0 |
Comments