STEVEN W AND RUTH KATZ FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- STEVEN W AND RUTH KATZ FAMILY FOUNDATION INC (EIN 02-0652257)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202343179349103079
- Schema version
- 2022v5.0
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T15:50:46-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 812950760 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 389 INTERPACE PARKWAY STE 3 | AddressLine1Txt |
| City | PARSIPPANY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020652257 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STEVEN W AND RUTH KATZ FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEV | BusinessNameControlTxt |
| Phone | 9735351888 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 NOEL DRIVE | AddressLine1Txt |
| City | SHORT HILLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07078 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN KATZ | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9735351888 | PhoneNum |
| Signature | 2023-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEVEN | PersonFirstNm |
| Person Last | KATZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HELENA LYNCH | PreparerPersonNm |
| PTIN | P00611142 | PTIN |
| Phone | 9734726250 | PhoneNum |
| Preparation | 2023-10-31 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,307,353 | 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 | $195,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $23,164 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,612 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,913 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $607,121 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $39,913 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,250 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $259,327 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $58,525 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,568 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $68 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,630 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $21,630 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,198 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,698 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $154,518 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $154,518 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $178,716 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,698 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $154,518 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $80,611 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,827 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $43,764 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $57,935 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $57,935 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $396,968 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $354,639 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $323,339 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $352,379 | CorporateStockBOYAmt |
| Corporate Stock EOY | $704,043 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $831,143 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $347,974 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $105,233 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $94,936 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,141,085 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,221,850 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,307,353 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,141,085 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,221,850 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,141,085 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,221,850 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,141,085 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,221,850 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,141,085 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $80,611 | ExcessRevenueOverExpensesAmt |
| Other Increases | $154 | OtherIncreasesAmt |
| Subtotal | $1,221,850 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,221,850 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ACC# 02272 - AVAILABLE UPON REQUEST | 2022-01-01 | 2022-12-31 | $123,227 | $138,284 | -$15,057 | -$15,057 |
| ACC# 02291 - AVAILABLE UPON REQUEST | 2021-01-01 | 2022-12-31 | $6,923 | $6,226 | $697 | $697 |
| ACC# 02272 - AVAILABLE UPON REQUEST | 2021-01-01 | 2022-12-31 | $195,167 | $147,168 | $47,999 | $47,999 |
| ACC# 02272 - AVAILABLE UPON REQUEST | 2022-01-01 | 2022-12-31 | $10 | $10 | $10 | |
| ACC# 02291 - AVAILABLE UPON REQUEST | 2022-01-01 | 2022-12-31 | $72,905 | $79,854 | -$6,949 | -$6,949 |
| ACC# 02291 - AVAILABLE UPON REQUEST | 2021-01-01 | 2022-12-31 | $208,889 | $195,676 | $13,213 | $13,213 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $39,913 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $512 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $512 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $512 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $834 | 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 | $834 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $322 | OverpaymentAmt |
| Applied To ES Tax | $322 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STEVEN RUTH KATZ | IndividualWithBooksNm |
| Phone | 9735351888 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 NOEL DRIVE | AddressLine1Txt |
| City | SHORT HILLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07078 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| STEVEN W KATZ | ||||||||
| 7 NOEL DRIVE | SHORT HILLS | NJ | 07078 | TREASURER | 0.00 | $0 | $0 | $0 |
| RUTH KATZ | ||||||||
| 7 NOEL DRIVE | SHORT HILLS | NJ | 07078 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| WAYNE ZUCKERMAN | ||||||||
| 36 CHELSEA DRIVE | LIVINGSTON | NJ | 07039 | TRUSTEE | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,340,606 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $79,324 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,419,930 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,419,930 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,299 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,398,631 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $69,932 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $69,932 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $512 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $512 | TotalTaxAmt |
| Distributable Before Adj | $69,420 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $69,420 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $69,420 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $154,518 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $154,518 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $69,420 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $18,777 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $46,045 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $65,514 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $63,577 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $80,786 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $274,699 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $154,518 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $69,420 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $85,098 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $359,797 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $18,777 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $341,020 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $46,045 | ExcessFromYear4Amt |
| Excess From Year3 | $65,514 | ExcessFromYear3Amt |
| Excess From Year2 | $63,577 | ExcessFromYear2Amt |
| Excess From Year1 | $80,786 | ExcessFromYear1Amt |
| Excess From Current Year | $85,098 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEVEN W KATZ | ContributingManagerNm |
| Contributing Manager | RUTH KATZ | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABRAHAM JOSHUA HESCHEL SCHOOL | |||||||
| 270 W 89TH ST | NEW YORK | NY | 10024 | NONE | N/P | CHARITABLE | $10,000 |
| ALS ASSOCIATION OF GREATER NY | |||||||
| 42 BROADWAY SUITE 1724 | NEW YORK | NY | 10004 | NONE | N/P | CHARITABLE | $1,000 |
| ANDY BOVIN MEM FUND | |||||||
| 46-48 BEAUVIOR AVENUE | SUMMIT | NJ | 07901 | NONE | N/P | CHARITABLE | $500 |
| ARLENE WALTERS SHEVELL SCHOLARSHIP FOUNDATION | |||||||
| 31 HATHAWAY LANE | ESSEX FELLS | NJ | 07021 | NONE | N/P | CHARITABLE | $500 |
| AXELROD PERFORMING ARTS CENTER | |||||||
| 100 GRANT AVE | DEAL | NJ | 07723 | NONE | N/P | CHARITABLE | $1,000 |
| CARDOZO SCHOOL OF LAW | |||||||
| 55 5TH AVE | NEW YORK | NY | 10003 | NONE | N/P | CHARITABLE | $1,000 |
| CHABAD AT SHORT HILLS | |||||||
| 650 S ORANGE AVE | SHORT HILLS | NJ | 07078 | NONE | N/P | CHARITABLE | $35,018 |
| CHABAD RUTGERS | |||||||
| 170 COLLEGE AVE | NEW BRUNSWICK | NJ | 08901 | NONE | N/P | CHARITABLE | $10,000 |
| CROHNS AND COLITIS FOUNDATION | |||||||
| 733 THIRD AVE SUITE 510 | NEW YORK | NY | 10017 | NONE | N/P | CHARITABLE | $1,500 |
| ECLC CHATHAM | |||||||
| 21 LUM AVENUE | CHATHAM | NJ | 07928 | NONE | N/P | CHARITABLE | $500 |
| FOUNDATION FOR MORRISTOWN MEDICAL CENTER | |||||||
| FIRST FLOOR 475 SOUTH ST | MORRISTOWN | NJ | 07960 | NONE | N/P | CHARITABLE | $1,000 |
| FRIENDS OF IDF SUPPORTING THE ISRAEL DEFENSE FORCES | |||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | N/P | CHARITABLE | $500 |
| HORSES FOR LIFE FOUNDATION | |||||||
| 2300 N LINCOLN BLVD RM 433B | OKLAHOMA CITY | OK | 73105 | NONE | N/P | CHARITABLE | $20,000 |
| JEWISH FEDERATION OF GREATER METROWEST NJ | |||||||
| 901 ROUTE 10 | WHIPPANY | NJ | 07981 | NONE | N/P | CHARITABLE | $26,500 |
| MILLBURN SHORT HILLS VOLUNTEER FIRST AID SQUAD | |||||||
| PO BOX 226 | MILLBURN | NJ | 07041 | NONE | N/P | CHARITABLE | $5,000 |
| MISHA RUTH COHEN EDUCATION FOUNDATION INC | |||||||
| 2339 3RD STREET SUITE 48 | SAN FRANCISCO | CA | 94107 | NONE | N/P | CHARITABLE | $500 |
| NEIGHBORHOOD COALITION FOR SHELTER | |||||||
| 50 BROADWAY SUITE 1301 | NEW YORK | NY | 10004 | NONE | N/P | CHARITABLE | $300 |
| PAPER MILL PLAYHOUSE | |||||||
| 22 BROOKSIDE DRIVE | MILLBURN | NJ | 07041 | NONE | N/P | CHARITABLE | $1,000 |
| PREP FOR PREP | |||||||
| 328 W 71ST STREET | NEW YORK | NY | 10023 | NONE | N/P | CHARITABLE | $5,000 |
| RILEYS DANCE NJ SHARING NETWORK | |||||||
| 691 CENTRAL AVE | NEW PROVIDENCE | NJ | 07974 | NONE | N/P | CHARITABLE | $2,500 |
| SAINT BARNABAS MEDICAL CENTER | |||||||
| 94 OLD SHORT HILLS ROAD | LIVINGSTON | NJ | 07039 | NONE | N/P | CHARITABLE | $20,000 |
| SYRACUSE HILLEL SYRACUSE UNIVERSITY | |||||||
| WINNICK HILLEL CTR 102 WALNUT PLACE | SYRACUSE | NY | 13210 | NONE | N/P | CHARITABLE | $100 |
| SYRACUSE UNIVERSITY | |||||||
| 640 SKYTOP ROAD | SYRACUSE | NY | 13244 | NONE | N/P | CHARITABLE | $10,000 |
| TEMPLE BETH EL SHALOM | |||||||
| 17139 NORTHERN BLVD STE 1 | FLUSHING | NY | 11358 | NONE | N/P | CHARITABLE | $1,000 |
| TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | N/P | CHARITABLE | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $154,518 | 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 | $23,164 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $39,913 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,250 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $64,327 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $64,327 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN AND RUTH KATZ | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 STONEHAM DRIVE | AddressLine1Txt |
| City | LIVINGSTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07039 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $195,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE STATE OF NEW JERSEY, NEW JERSEY OFFICE OF ATTORNEY GENERAL, NO LONGER REQUIRES A FOUNDATION WHICH RECEIVED CHARITABLE CONTRIBUTIONS ONLY FROM THE FOUNDER TO REGISTER. THEREFORE NJ DOES NOT REQUIRE THE SUBMISSION OF THE FEDERAL FORM 990PF. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MS ACCOUNT-725-02272-DETAILS AVAILABLE UPON REQUEST | BondNm |
| EOY Book Value | $105,233 | EOYBookValueAmt |
| EOYFMV | $94,936 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MS ACCOUNT-725-02291-DETAILS AVAILABLE UPON REQUEST | $348,168 | $418,208 |
| MS ACCOUNT-725-02272-DETAILS AVAILABLE UPON REQUEST | $355,875 | $412,935 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $354,639 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $323,339 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $21,480 | $21,480 | $0 |
| BANK CHARGES | $150 | $150 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $1,250 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $1,250 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $154 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN RUTH KATZ | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 STONEHAM DRIVE | AddressLine1Txt |
| City | LIVINGSTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07039 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $68 | $68 | $0 |
| EXCISE TAXES | $2,500 | $0 | $0 |