KOLATCH FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- KOLATCH FAMILY FOUNDATION (EIN 13-3918276)
- Tax period
- 2023-11-01 to 2024-10-31
- Filed
- 2025-03-14
- IRS object ID
- 202510739349100931
- Schema version
- 2023v6.0
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-14T17:37:31-05:00 | ReturnTs |
| Tax Period End | 2024-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 MADISON AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100176204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133918276 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOLATCH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KOLA | BusinessNameControlTxt |
| Phone | 3054400572 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 144 WALNUT STREET | AddressLine1Txt |
| City | ENGLEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07631 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHON L KOLATCH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2015688005 | PhoneNum |
| Signature | 2025-03-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICHOLAS JENNINGS | PreparerPersonNm |
| PTIN | P01383672 | PTIN |
| Phone | 6464713000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $170,520,529 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,871,970 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $6,325,172 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,325,172 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,695,008 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,581,039 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,695,008 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $22,238,377 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $37,130,527 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,020,180 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $36,879 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $150,240 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150,240 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $195,119 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $158,240 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,839,158 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,839,158 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,034,277 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $158,240 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,839,158 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $29,096,250 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,861,940 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,320,678 | CashBOYAmt |
| Cash EOY | $416,122 | CashEOYAmt |
| Cash EOYFMV | $416,122 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,738,378 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $784,112 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $784,112 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,414,421 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,673,140 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,673,140 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $84,705,937 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $92,459,369 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $160,621,182 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $170 | OtherAssetsBOYAmt |
| Other Assets EOY | $25,973 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $25,973 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $95,179,584 | TotalAssetsBOYAmt |
| Total Assets EOY | $102,358,716 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $170,520,529 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $20 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $20 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $20 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $679,470 | CapitalStockBOYAmt |
| Capital Stock EOY | $679,470 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $94,500,094 | RetainedEarningBOYAmt |
| Retained Earning EOY | $101,679,226 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $95,179,564 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $102,358,696 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $95,179,584 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $102,358,716 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $95,179,564 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $29,096,250 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $124,275,814 | SubtotalAmt |
| Other Decreases | $21,917,118 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $102,358,696 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BLOCKTOWER GAMMA POINT OFFSHORE | P | 2021-08-06 | 2024-02-15 | $250,601 | $148,146 | $102,455 | $102,455 |
| WISDOMTREE JAPAN HEDGED EQ | P | 2016-12-07 | 2024-03-21 | $1,091,844 | $501,402 | $590,442 | $590,442 |
| REPUBLIC OF ARGENTINA STEP | P | 2020-09-04 | 2024-04-08 | $817,316 | $778,174 | $39,142 | $39,142 |
| TENET HEALTHCARE CORP | P | 2021-12-22 | 2024-07-26 | $901,858 | $165,751 | $736,107 | $736,107 |
| WILLIAMS COS INC | P | 2020-03-19 | 2024-10-08 | $1,220,591 | $199,509 | $1,021,082 | $1,021,082 |
| JPM PRIME MM FD - INSTL | P | 2023-12-31 | 2023-12-29 | $1,093,310 | $1,093,049 | $261 | $261 |
| DISPOSITION OF SANDALWOOD OVERSEAS FUND SPC LTD. | P | 2018-11-01 | 2023-12-20 | $7,205,519 | $5,000,000 | $2,205,519 | $2,205,519 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,695,008 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $261 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $150,981 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $150,981 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $150,981 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $85,444 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $85,444 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $65,537 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JONATHAN KOLATCH | IndividualWithBooksNm |
| Phone | 3054400572 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 144 WALNUT STREET | AddressLine1Txt |
| City | ENGLEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07631 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JONATHAN L KOLATCH | ||||||||
| 144 WALNUT STREET | ENGLEWOOD | NJ | 07631 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| MINDY S KOLATCH | ||||||||
| 390 WEST END AVENUE APT 10J | NEW YORK | NY | 10024 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,555,886 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,543,094 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $143,582,326 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $161,681,306 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $161,681,306 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,425,220 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $159,256,086 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,962,804 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,962,804 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $150,981 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $150,981 | TotalTaxAmt |
| Distributable Before Adj | $7,811,823 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,811,823 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,811,823 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,839,158 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,839,158 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,811,823 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,392,433 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,839,158 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,392,433 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,446,725 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $5,365,098 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JONATHAN L KOLATCH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (102 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF LEKET ISRAEL | |||||||||||
| 248 W 35TH ST | NEW YORK | NY | 10001 | PC | GENERAL SUPPORT | $100,000 | |||||
| AFIKIM FAMILY ENRICHMENT CENTER | |||||||||||
| 111 JOHN ST 1720 | NEW YORK | NY | 10038 | PC | GENERAL SUPPORT | $3,000 | |||||
| AMER FRNDS MIGDA AMER FRIENDS | |||||||||||
| 1325 6TH AVE 28TH FLOOR | NEW YORK | NY | 10019 | PC | GENERAL SUPPORT | $1,800 | |||||
| AMERICAN FRIENDS OF LEKET ISRAEL | |||||||||||
| PO BOX 2090 | TEANECK | NJ | 07666 | PC | GENERAL SUPPORT | $150,000 | |||||
| AMERICAN FRIENDS OF NATAL INC | |||||||||||
| 1120 AVENUE OF THE AMERICAS 4TH | NEW YORK | NY | 10036 | PC | GENERAL SUPPORT | $100,000 | FLOOR | ||||
| AMERICAN FRIENDS OF NATAL INC | |||||||||||
| 1120 AVENUE OF THE AMERICAS 4TH | NEW YORK | NY | 10036 | PC | GENERAL SUPPORT | $100,000 | FLOOR | ||||
| AMERICAN FRIENDS OF OGEN | |||||||||||
| 2330 MILTON RD | UNIVERSOTY HY | OH | 44118 | PC | GENERAL SUPPORT | $150,000 | |||||
| AMERICAN FRIENDS OF OGEN | |||||||||||
| 2330 MILTON RD | UNIVERSOTY HY | OH | 44118 | PC | GENERAL SUPPORT | $250,000 | |||||
| AMERICAN JEWISH COMMITTEE | |||||||||||
| 165 E 56TH ST | NEW YORK | NY | 10022 | PC | GENERAL SUPPORT | $7,500 | |||||
| AMIT CHILDREN | |||||||||||
| 49 W 37TH ST 5TH FLOOR | NEW YORK | NY | 10018 | PC | GENERAL SUPPORT | $448 | |||||
| AMIT CHILDREN | |||||||||||
| 49 W 37TH ST 5TH FLOOR | NEW YORK | NY | 10018 | PC | GENERAL SUPPORT | $50,000 | |||||
| AMIT CHILDREN | |||||||||||
| 49 W 37TH ST 5TH FLOOR | NEW YORK | NY | 10018 | PC | GENERAL SUPPORT | $7,200 | |||||
| AMIT CHILDREN | |||||||||||
| 49 W 37TH STREET 5TH FLOOR | NEW YORK | NY | 10018 | PC | GENERAL SUPPORT | $1,000 | |||||
| CONGREGATION BAIS SHALOM | |||||||||||
| 11-21 SAGE STREET | FAR ROCKAWAY | NY | 11691 | PC | GENERAL SUPPORT | $5,000 | |||||
| BERGEN HATZALAH EMERGENCY MEDICAL SERVICES INC | |||||||||||
| 240 BROAD AVE | ENGLEWOOD | NJ | 07631 | PC | GENERAL SUPPORT | $33,333 | |||||
| BIKUR CHOLIM OF MANHATTAN INC | |||||||||||
| 825 WEST END AVE | NEW YORK | NY | 10025 | PC | GENERAL SUPPORT | $1,800 | |||||
| BRONX JEWISH COMMUNITY COUNCIL | |||||||||||
| 2930 WALLACE AVE | BRONX | NY | 10467 | PC | GENERAL SUPPORT | $7,000 | |||||
| CAMFED USA FOUNDATION | |||||||||||
| 4 EMBARCADERO CTR 1400 | SAN FRANCISCO | CA | 94111 | PC | GENERAL SUPPORT | $7,000 | |||||
| CENTER FOR JEWISH DAY | |||||||||||
| 25 BROADWAY 1700 | NEW YORK | NY | 10004 | PC | GENERAL SUPPORT | $10,000 | |||||
| CHAI-LIFE LINE | |||||||||||
| 151 W 30TH STREET THIRD FLOOR | NEW YORK | NY | 10001 | PC | GENERAL SUPPORT | $1,000 | |||||
| ZAKA NORTH INC | |||||||||||
| 2920 AVENUE R SUITE 208 | BROOKLYN | NY | 11229 | PC | GENERAL SUPPORT | $25,000 | |||||
| COLUMBIA BARNARD HILLEL | |||||||||||
| 606 W 115TH ST | NEW YORK | NY | 10025 | PC | GENERAL SUPPORT | $25,000 | |||||
| CONGREGATION AHAVATH TORAH | |||||||||||
| 240 BROAD AVENUE | ENGLEWOOD | NJ | 07631 | PC | GENERAL SUPPORT | $108 | |||||
| CONGREGATION AHAVATH TORAH | |||||||||||
| 240 BROAD AVENUE | ENGLEWOOD | NJ | 07631 | PC | GENERAL SUPPORT | $1,340 | |||||
| CONGREGATION AHAVATH TORAH | |||||||||||
| 240 BROAD AVENUE | ENGLEWOOD | NJ | 07631 | PC | GENERAL SUPPORT | $108 | |||||
| CONGREGATION AHAVATH TORAH | |||||||||||
| 240 BROAD AVENUE | ENGLEWOOD | NJ | 07631 | PC | GENERAL SUPPORT | $25,000 | |||||
| CONGREGATION AHAVATH TORAH | |||||||||||
| 240 BROAD AVENUE | ENGLEWOOD | NJ | 07631 | PC | GENERAL SUPPORT | $54 | |||||
| CONGREGATION AHAVATH TORAH | |||||||||||
| 240 BROAD AVENUE | ENGLEWOOD | NJ | 07631 | PC | GENERAL SUPPORT | $36 | |||||
| CONGREGATION AHAVATH TORAH | |||||||||||
| 240 BROAD AVENUE | ENGLEWOOD | NJ | 07631 | PC | GENERAL SUPPORT | $54 | |||||
| CONGREGATION AHAVATH TORAH | |||||||||||
| 240 BROAD AVENUE | ENGLEWOOD | NJ | 07631 | PC | GENERAL SUPPORT | $109 | |||||
| CONGREGATION AHAVATH TORAH | |||||||||||
| 240 BROAD AVENUE | ENGLEWOOD | NJ | 07631 | PC | GENERAL SUPPORT | $55 | |||||
| CONGREGATION AHAVATH TORAH | |||||||||||
| 240 BROAD AVENUE | ENGLEWOOD | NJ | 07631 | PC | GENERAL SUPPORT | $164 | |||||
| CONGREGATION AHAVATH TORAH | |||||||||||
| 240 BROAD AVENUE | ENGLEWOOD | NJ | 07631 | PC | GENERAL SUPPORT | $55 | |||||
| CONGREGATION AHAVATH TORAH | |||||||||||
| 240 BROAD AVENUE | ENGLEWOOD | NJ | 07631 | PC | GENERAL SUPPORT | $55 | |||||
| CONGREGATION AHAVATH TORAH | |||||||||||
| 240 BROAD AVENUE | ENGLEWOOD | NJ | 07631 | PC | GENERAL SUPPORT | $36,000 | |||||
| CONGREGATION AHAVATH TORAH | |||||||||||
| 240 BROAD AVENUE | ENGLEWOOD | NJ | 07631 | PC | GENERAL SUPPORT | $54 | |||||
| CONGREGATION AHAVATH TORAH | |||||||||||
| 240 BROAD AVENUE | ENGLEWOOD | NJ | 07631 | PC | GENERAL SUPPORT | $364 | |||||
| CONGREGATION OHAB ZEDEK | |||||||||||
| 118 W 95TH ST | NEW YORK | NY | 10025 | PC | GENERAL SUPPORT | $1,000 | |||||
| EAST HILL SYNAGOGUE | |||||||||||
| 255 WALNUT STREET | ENGLEWOOD | NJ | 07631 | PC | GENERAL SUPPORT | $7,500 | |||||
| EAST HILL SYNAGOGUE | |||||||||||
| 255 WALNUT STREET | ENGLEWOOD | NJ | 07631 | PC | GENERAL SUPPORT | $2,646 | |||||
| EAST HILL SYNAGOGUE | |||||||||||
| 255 WALNUT STREET | ENGLEWOOD | NJ | 07631 | PC | GENERAL SUPPORT | $10,640 | |||||
| ENGLEWOOD HOSPITAL FOUNDATION | |||||||||||
| 350 ENGLE STREET | ENGLEWOOD | NJ | 07631 | PC | GENERAL SUPPORT | $1,080 | |||||
| EMUNAH OF AMERICA NEW YORK | |||||||||||
| 500 7TH AVE | NEW YORK | NY | 10018 | PC | GENERAL SUPPORT | $3,600 | |||||
| EMUNAH OF AMERICA NEW YORK | |||||||||||
| 500 7TH AVE | NEW YORK | NY | 10018 | PC | GENERAL SUPPORT | $5,400 | |||||
| ENGLEWOOD MIKVAH | |||||||||||
| 240 BROAD AVENUE | ENGLEWOOD | NJ | 07631 | PC | GENERAL SUPPORT | $1,800 | |||||
| ETZION FOUNDATION INC | |||||||||||
| 111 GALWAY PL SUITE 203 | TEANECK | NJ | 07666 | PC | GENERAL SUPPORT | $100,000 | |||||
| ETZION FOUNDATION INC | |||||||||||
| 111 GALWAY PL SUITE 203 | TEANECK | NJ | 07666 | PC | GENERAL SUPPORT | $5,000 | |||||
| FEDERATION OF JEWISH COMMUNITIES OF THE C I S INC | |||||||||||
| 445 PARK AVE 9TH FLOOR | NEW YORK | NY | 10022 | PC | GENERAL SUPPORT | $3,500 | |||||
| FIRST HUNGARIAN CONGREGATION OHAB ZEDEK | |||||||||||
| 118 W 95TH ST | NEW YORK | NY | 10025 | PC | GENERAL SUPPORT | $18,000 | |||||
| FOOD ALLERGY FUND | |||||||||||
| 3220 N ST NW 170 | WASHINGTON | DC | 20007 | PC | GENERAL SUPPORT | $25,000 | |||||
| FRIENDS OF THE I FRIENDS OF ST | |||||||||||
| 60 EAST 42ND STREET | NEW YORK | NY | 10165 | PC | GENERAL SUPPORT | $10,000 | |||||
| HEBREW INSTITUTE OF WHITE PLAINS | |||||||||||
| 20 GREENRIDGE AVE | WHITE PLAINS | NY | 10605 | PC | GENERAL SUPPORT | $5,181 | |||||
| HONESTREPORTING USA | |||||||||||
| PO BOX 23858 | NEW YORK | NY | 10087 | PC | GENERAL SUPPORT | $15,000 | |||||
| JDC UKRAINE CRISIS FUND | |||||||||||
| PO BOX 4124 | NEW YORK | NY | 10163 | PC | GENERAL SUPPORT | $5,000 | |||||
| JEWISH COMMUNITY CENTER ON THE PALISADES | |||||||||||
| 411 EAST CLINTON AVENUE | TENAFLY | NJ | 07670 | PC | GENERAL SUPPORT | $2,304 | |||||
| JEWISH COMMUNITY CENTER ON THE PALISADES | |||||||||||
| 411 EAST CLINTON AVENUE | TENAFLY | NJ | 07670 | PC | GENERAL SUPPORT | $125 | |||||
| JEWISH COMMUNITY CENTER ON THE PALISADES | |||||||||||
| 411 EAST CLINTON AVENUE | TENAFLY | NJ | 07670 | PC | GENERAL SUPPORT | $194 | |||||
| JEWISH COMMUNITY CENTER ON THE PALISADES | |||||||||||
| 411 EAST CLINTON AVENUE | TENAFLY | NJ | 07670 | PC | GENERAL SUPPORT | $211 | |||||
| JEWISH COMMUNITY CENTER ON THE PALISADES | |||||||||||
| 411 EAST CLINTON AVENUE | TENAFLY | NJ | 07670 | PC | GENERAL SUPPORT | $211 | |||||
| JEWISH COMMUNITY CENTER ON THE PALISADES | |||||||||||
| 411 EAST CLINTON AVENUE | TENAFLY | NJ | 07670 | PC | GENERAL SUPPORT | $211 | |||||
| JEWISH COMMUNITY CENTER ON THE PALISADES | |||||||||||
| 411 EAST CLINTON AVENUE | TENAFLY | NJ | 07670 | PC | GENERAL SUPPORT | $211 | |||||
| JEWISH COMMUNITY CENTER ON THE PALISADES | |||||||||||
| 411 EAST CLINTON AVENUE | TENAFLY | NJ | 07670 | PC | GENERAL SUPPORT | $217 | |||||
| JEWISH COMMUNITY CENTER ON THE PALISADES | |||||||||||
| 411 EAST CLINTON AVENUE | TENAFLY | NJ | 07670 | PC | GENERAL SUPPORT | $575 | |||||
| JEWISH COMMUNITY CENTER ON THE PALISADES | |||||||||||
| 411 EAST CLINTON AVENUE | TENAFLY | NJ | 07670 | PC | GENERAL SUPPORT | $217 | |||||
| JEWISH COMMUNITY CENTER ON THE PALISADES | |||||||||||
| 411 EAST CLINTON AVENUE | TENAFLY | NJ | 07670 | PC | GENERAL SUPPORT | $217 | |||||
| JEWISH FEDERATION OF NORTHERN NJ | |||||||||||
| 50 EISENHOWER DR | PARAMUS | NJ | 07652 | PC | GENERAL SUPPORT | $25,000 | |||||
| JGIVE - FRIENDS OF ASOR FUND USA INC | |||||||||||
| PC | GENERAL SUPPORT | $450 | 24 HEBRON ROAD | JERUSALEM | IS | 91087 | |||||
| KESHER FAMILIES INC | |||||||||||
| 129 ROCKAWAY AVENUE 1019 | VALLEY STREAM | NY | 11580 | PC | GENERAL SUPPORT | $18,000 | |||||
| MONTEFIORE MEDICAL CENTER | |||||||||||
| 111 E 210TH ST | BRONX | NY | 10467 | PC | GENERAL SUPPORT | $25,000 | |||||
| NATIONAL PHILANTHROPIC TRUST | |||||||||||
| 165 TOWNSHIP LINE ROAD SUITE 1200 | JENKINTOWN | PA | 19046 | PC | GENERAL SUPPORT | $5,000,000 | |||||
| OCEAN STATE JOB LOT CHARITABLE FOUNDATION | |||||||||||
| 601 METACOM AVE | WARREN | RI | 02885 | PC | GENERAL SUPPORT | $100,000 | |||||
| OCEAN STATE JOB LOT CHARITABLE FOUNDATION | |||||||||||
| 601 METACOM AVE | WARREN | RI | 02885 | PC | GENERAL SUPPORT | $100,000 | |||||
| OHR YISROEL OF BERGEN COUNTY | |||||||||||
| 475 GROVE ST | RIDGEWOOD | NJ | 07450 | PC | GENERAL SUPPORT | $250,000 | |||||
| OPERATION ISRAEL | |||||||||||
| 411 HACKENSACK AVE STE 200 | HACKENSACK | NJ | 07601 | PC | GENERAL SUPPORT | $18,000 | |||||
| OPERATION ISRAEL | |||||||||||
| 411 HACKENSACK AVE STE 200 | HACKENSACK | NJ | 07601 | PC | GENERAL SUPPORT | $12,000 | |||||
| UNION OF ORTHODOX RABBIS OF THE UNITED STATES & CANADA | |||||||||||
| 235 E BROADWAY | NEW YORK | NY | 10002 | PC | GENERAL SUPPORT | $10,000 | |||||
| OUR PLACE IN NEW YORK INC | |||||||||||
| 3521 QUENTIN RD | BROOKLYN | NY | 11234 | PC | GENERAL SUPPORT | $3,600 | |||||
| PEF ISRAEL ENDOWMENT FUND | |||||||||||
| 630 3RD AVE 15TH | NEW YORK | NY | 10017 | PC | GENERAL SUPPORT | $15,000 | |||||
| PEF ISRAEL ENDOWMENT FUND | |||||||||||
| 630 3RD AVE 15TH | NEW YORK | NY | 10017 | PC | GENERAL SUPPORT | $10,000 | |||||
| RAMAZ SCHOOL | |||||||||||
| 60 EAST 78TH ST | NEW YORK | NY | 10028 | PC | GENERAL SUPPORT | $10,000 | |||||
| SALANTER AKIBA RIVERD | |||||||||||
| 655 W 254TH ST | BRONX | NY | 10471 | PC | GENERAL SUPPORT | $180 | |||||
| SALANTER AKIBA RIVERDALE ACADEMY | |||||||||||
| 655 W 254TH STREET | BRONX | NY | 10471 | PC | GENERAL SUPPORT | $14,250 | |||||
| SEFARIA INC | |||||||||||
| 195 MONTAGUE ST 14TH FLOOR | BROOKLYN | NY | 11201 | PC | GENERAL SUPPORT | $36,000 | |||||
| SHAARE ZEDEK MEDICAL CENTER | |||||||||||
| 55 W 39TH ST | NEW YORK | NY | 10018 | PC | GENERAL SUPPORT | $5,000 | |||||
| SINAI SCHOOLS | |||||||||||
| 240 FRISCH CT 100 | PARAMUS | NJ | 07652 | PC | GENERAL SUPPORT | $5,400 | |||||
| SIXPOINT INC | |||||||||||
| 4905 34TH STREET SOUTH SUITE 412 | SAINT PETERSBURG | FL | 33711 | PC | GENERAL SUPPORT | $100,000 | |||||
| THE JEWISH CENTER | |||||||||||
| 131 W 86TH ST | NEW YORK | NY | 10024 | PC | GENERAL SUPPORT | $1,000 | |||||
| THE JEWISH FEDERATION OF NORTH AMERICA | |||||||||||
| 25 BROADWAY 1700 | NEW YORK | NY | 10004 | PC | GENERAL SUPPORT | $25,000 | |||||
| YATOM THE JEWISH FOSTER AND ADOPTION NETWORK INC | |||||||||||
| 7580 E GRAY RD STE 102 | SCOTTSDALE | AZ | 85260 | PC | GENERAL SUPPORT | $25,000 | |||||
| THE MORIAH SCHOOL | |||||||||||
| 53 S WOODLAND ST | ENGLEWOOD | NJ | 07631 | PC | GENERAL SUPPORT | $143,000 | |||||
| THE TIKVAH FUND | |||||||||||
| 165 E 56TH ST 4TH FLOOR | NEW YORK | NY | 10022 | PC | GENERAL SUPPORT | $10,000 | |||||
| THE WHITNEY MUSEUM | |||||||||||
| 99 GANSEVOORT ST | NEW YORK | NY | 10014 | PC | GENERAL SUPPORT | $275 | |||||
| TIKVA CHILDRENS HOME | |||||||||||
| 8 HENDERSON DR | WEST CALDWELL | NJ | 07006 | PC | GENERAL SUPPORT | $2,140 | |||||
| UJA FEDERATION OF NEW YORK | |||||||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | PC | GENERAL SUPPORT | $250,000 | |||||
| UJA FEDERATION OF NEW YORK | |||||||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | PC | GENERAL SUPPORT | $250,000 | |||||
| UNION OF ORTHODOX JEWISH CONGREGATIONS OF AMERICA | |||||||||||
| 40 RECTOR ST | NEW YORK | NY | 10006 | PC | GENERAL SUPPORT | $10,000 | |||||
| WASHINGTON INSTITUTE FOR NEAR EAST POLICY | |||||||||||
| 1111 19TH STREET NW SUITE 500 | WASHINGTON | DC | 20036 | PC | GENERAL SUPPORT | $25,000 | |||||
| YESHIVA COSEIN YEHOSHUA | |||||||||||
| PC | GENERAL SUPPORT | $1,800 | MEA SHEARIM ST 51 | JERUSALEM | IS | ||||||
| YESHIVAT HEATID | |||||||||||
| 1500 PALISADE AVE | TEANECK | NJ | 07666 | PC | GENERAL SUPPORT | $5,000 | |||||
| YOUNG ISRAEL OF HOLLISWOOD | |||||||||||
| 8625 FRANCIS LEWIS BLVD | JAMAICA | NY | 11427 | PC | GENERAL SUPPORT | $1,000 | |||||
| YOUNG ISRAEL OF HOLLISWOOD | |||||||||||
| 8625 FRANCIS LEWIS BLVD | JAMAICA | NY | 11427 | PC | GENERAL SUPPORT | $2,000 | |||||
| YOUNG ISRAEL OF WHITE PLAINS | |||||||||||
| 135 OLD MAMARONECK RD | WHITE PLAINS | NY | 10605 | PC | GENERAL SUPPORT | $5,386 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,839,158 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,325,172 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,238,377 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,695,008 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $33,258,557 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,258,557 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JONATHAN KOLATCH | |||||||
| 1 | 144 WALNUT STREET | ENGLEWOOD | NJ | 07631 | $3,850,690 | Yes (X) | Yes (X) |
| CLIPPER PARTNERS LLC | |||||||
| 2 | 311 PLYMOUTH STREET | WEST HEMPSTEAD | NY | 11552 | $21,280 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 60,000 SHARES OF PG&E CORP (PCG) | $1,075,800 | 2023-12-27 |
| 1 | 25,000 SHARES OF WILLIAMS COS INC (WMB) | $873,250 | 2023-12-28 |
| 1 | 10,000 SHARES OF WISDOMTREE JAPAN HEDGED EQ (DXJ) | $1,006,200 | 2024-02-20 |
| 1 | 6,000 SHARES OF TENET HEALTHCARE CORP (THC) | $895,440 | 2024-07-25 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEEES | CategoryTxt |
| Amt | $8,000 | Amt |
| Net Investment Income | $8,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NEW JERSEY DOES NOT REQUIRE REPORTING IF THE FOUNDATION DOES NOT ENGAGE IN THIRD PARTY SOLICITATION. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 400 SHS BANK OF AMERICA CORP | $16,728 | $16,728 |
| 6,000 SHS CITIGROUP INC CMN | $385,020 | $385,020 |
| 4,189 SHS CVS | $236,511 | $236,511 |
| 5,000 TELECOM ARGENTINA S.A. TELECOM S.A. SPONSORED ADR REP 5 CL B | $46,400 | $46,400 |
| 10,000 THE FINANCIAL SELECT SECTOR SPDR FUND | $464,800 | $464,800 |
| 80,000 PG&E CORP | $2,830,800 | $2,830,800 |
| 400,000 PETERSHILL PARTNERS PLC | $1,119,633 | $1,119,633 |
| 12,020 SHS ALPHABET INC CMN CL C | $2,075,734 | $2,075,734 |
| 1,612,000 STONEMOR INC 8.5% 05/15/2029 PVT 144A PVT SR LIEN | $1,436,115 | $1,436,115 |
| 85,553 REPUBLIC OF ARGENTINA 1.0% 07/09/2029 SR LIEN | $61,399 | $61,399 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (23 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 9,800 INVESCO SENIOR LOAN ETF | FMV | $205,702 | $205,702 |
| JPMORGAN PRIME MONEY MARKET FUND | FMV | $1,985,102 | $1,985,102 |
| 14 E. 82ND LOAN | FMV | $4,456,375 | $4,456,375 |
| 144 BROADWAY MEZZ LONG BRANCH | FMV | $1,900,438 | $1,900,438 |
| AURAMET CANADA NICKEL | FMV | $1,000,000 | $1,000,000 |
| BOREALIS STRATEGIC CAPITAL PARTNERS OFFSHORE FUND I, LP | FMV | $3,255,565 | $3,255,565 |
| BOREALIS STRATEGIC CAPITAL PARTNERS OFFSHORE FUND II, LP | FMV | $4,119,715 | $4,119,715 |
| DOMAIN - LENNAR NOTE | FMV | $5,075,000 | $5,075,000 |
| FINEPOINT CAPITAL PT | FMV | $3,156,213 | $3,156,213 |
| FRITZ MORTGAGE | FMV | $1,378,852 | $1,378,852 |
| 52,800 GOLUB CAPITAL BDC INC | FMV | $799,392 | $799,392 |
| HIGHPEAK LOAN | FMV | $4,500,000 | $4,500,000 |
| HIRSHMARK - 263 PROSPECT AVENUE, BROOKLYN, NY | FMV | $2,000,000 | $2,000,000 |
| ORANGE GROVE | FMV | $652,116 | $652,116 |
| RAYNOR FUND II LP | FMV | $4,091,493 | $4,091,493 |
| REDWOOD OFFSHORE OPPORTUNITY FUND LTD | AT COST | $32,419,500 | $100,581,313 |
| S3 | FMV | $8,698,352 | $8,698,352 |
| S3 SPLENDOR, L.P. | FMV | $5,291,274 | $5,291,274 |
| SANDALWOOD PP II, L.P. - PERCEPTIVE CREDIT OPP FUND II | FMV | $1,162,825 | $1,162,825 |
| SANDALWOOD PRIVATE PARTNERSHIP II, SERIES PCOF IV | FMV | $1,630,313 | $1,630,313 |
| SIXTH STREET LENDING PARTNERS | FMV | $3,870,690 | $3,870,690 |
| SLS PARTNERS FUND I, L.P. | FMV | $92,260 | $92,260 |
| TE HOLDINGS I LLC SERIES IRON | FMV | $718,192 | $718,192 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RECEIVABLE | Desc |
| BOY Book Value | $170 | BOYBookValueAmt |
| EOY Book Value | $25,973 | EOYBookValueAmt |
| EOYFMV | $25,973 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARK TO MARKET ADJUSTMENT | Desc |
| Amt | $21,917,118 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER EXPENSES | $240 | $240 | $0 | $0 |
| PORTAGE ANNUAL SUBSCRIPTION | $150,000 | $150,000 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $22,238,377 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GSAT | Desc |
| BOY Book Value | $20 | BOYBookValueAmt |
| EOY Book Value | $20 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $36,879 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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