M D KATZ FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- M D KATZ FOUNDATION INC (EIN 11-6035541)
- Tax period
- 2022-08-01 to 2023-07-31
- Filed
- 2023-12-06
- IRS object ID
- 202323409349100407
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-12-06T10:33:55-06:00 | ReturnTs |
| Tax Period End | 2023-07-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 116035541 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M D Katz Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Monique C Katz | InCareOfNm |
| Business Name Control | MDKA | BusinessNameControlTxt |
| Phone | 2015694040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 East Linden Avenue | AddressLine1Txt |
| City | Englewood | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07631 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MONIQUE C KATZ | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2015694040 | PhoneNum |
| Signature | 2023-12-06 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MONIQUE | 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 | false | IRSResponsiblePrtyInfoCurrInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 1 | TrustedCustomerCd |
| Authentication Assurance Level | AAL2 | 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 | $114,203,507 | 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 | $250,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $4,909,228 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,909,228 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,358,519 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $27,722,278 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,358,519 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $6,517,747 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,267,747 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $81,365 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $1,500 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $294,544 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $263,544 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $31,000 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $375,909 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $263,544 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $32,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,581,146 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,581,146 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,957,055 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $263,544 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,613,646 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $560,692 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,004,203 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $203,155 | CashBOYAmt |
| Cash EOY | $450,304 | CashEOYAmt |
| Cash EOYFMV | $450,304 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Prepaid Expenses BOY | $80,000 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $100,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $100,000 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| Corporate Stock BOY | $57,196,379 | CorporateStockBOYAmt |
| Corporate Stock EOY | $57,489,958 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $113,653,203 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $57,479,534 | TotalAssetsBOYAmt |
| Total Assets EOY | $58,040,262 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $114,203,507 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $57,479,534 | RetainedEarningBOYAmt |
| Retained Earning EOY | $58,040,262 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $57,479,534 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $58,040,262 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $57,479,534 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $58,040,262 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $57,479,534 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $560,692 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $58,040,226 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $58,040,226 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,358,519 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $83,458 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $83,458 | SubtotalAmt |
| Tax Based On Investment Income | $83,458 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $100,135 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $100,135 | TotalPaymentsAndCreditsAmt |
| Overpayment | $16,677 | OverpaymentAmt |
| Applied To ES Tax | $16,677 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M Katz | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2015694040 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 Wall Street 8th Floor | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| MONIQUE C KATZ | ||||||
| 300 E Linden Ave | Englewood | NJ | 07631 | PresidentTreasurer | 3.000 | $0 |
| MICHAEL D KATZ | ||||||
| 300 E Linden Ave | Englewood | NJ | 07631 | VP Secretary | 30.00 | $0 |
| RACHEL SIDLOW | ||||||
| 300 E Linden Ave | Englewood | NJ | 07631 | Director | 1.000 | $0 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $113,151,350 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $326,730 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $113,478,080 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $113,478,080 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,702,171 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $111,775,909 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,588,795 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,588,795 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $83,458 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $83,458 | TotalTaxAmt |
| Distributable Before Adj | $5,505,337 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,505,337 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,505,337 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,613,646 | ExpensesAndContributionsAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $5,613,646 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,505,337 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,364,080 | UndistributedIncomePYAmt |
| Qualifying Distributions | $5,613,646 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,364,080 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $249,566 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $5,255,771 | UndistributedIncomeCYAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MONIQUE C KATZ | ContributingManagerNm |
| Contributing Manager | MICHAEL D KATZ | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| American Committee for Shaare Zedek | ||||||
| 1040 Avenue of the Americas | New York | NY | 10018 | PC | Medical Research | $250,000 |
| American Friends of Bar-Ilan University | ||||||
| 160 East 56th Street | New York | NY | 10022 | PC | Education | $685,000 |
| American Friends of Leket Israel | ||||||
| 960 Teaneck Road | Teaneck | NJ | 07666 | PC | Support for the Needy | $180 |
| American Friends of Meir Panim | ||||||
| 88 Walton Street | Brooklyn | NY | 11206 | PC | Support for the Needy | $180 |
| American Friends of Nishmat | ||||||
| 520 8th Avenue | New York | NY | 10018 | PC | Religious Education | $333,365 |
| AMIT Children | ||||||
| 49 West 37th Street | New York | NY | 10018 | PC | Education | $11,375 |
| Be'er Hagolah Institutes | ||||||
| 671 Louisiana Avenue | Brooklyn | NY | 11239 | PC | Education | $100,000 |
| Bnei Akiva of New York | ||||||
| 520 8th Avenue | New York | NY | 10018 | PC | Religious Education | $590 |
| Camp HASC | ||||||
| 1563 49th Street | Brooklyn | NY | 11219 | PC | Human Services | $360 |
| Chabad of Cape Cod | ||||||
| 745 West Main Street | Hyannis | MA | 02601 | PC | Religious | $440 |
| Chevra Kadisha of Englewood | ||||||
| 380 Broad Avenue | Englewood | NJ | 07631 | PC | Religious | $36 |
| CIJE | ||||||
| 45 Broadway | New York | NY | 10006 | PC | Education | $18,000 |
| Congregation Ahavath Torah | ||||||
| 240 Broad Avenue | Englewood | NJ | 07631 | PC | Religious | $3,800 |
| Congregation Beth Yehudah | ||||||
| 240 Woodward Avenue | Staten Island | NY | 10314 | PC | Religious | $20,360 |
| Congregation Beth Abraham | ||||||
| 396 New Bridge Road | Bergenfield | NJ | 07621 | PC | Religious | $1,150 |
| Congregation Bnai David Judea | ||||||
| 8906 West Pico Boulevard | Los Angeles | CA | 90035 | PC | Religious | $1,600 |
| Congregation Bnai Yeshurun | ||||||
| 641 West Englewood Avenue | Teaneck | NJ | 07666 | PC | Religious | $380 |
| Congregation Keter Torah | ||||||
| 600 Roemer Avenue | Teaneck | NJ | 07666 | PC | Religious | $47,000 |
| Congregation Rinat Yisrael | ||||||
| 389 West Englewood Avenue | Teaneck | NJ | 07666 | PC | Religious | $180 |
| Congregation Shomrei Emunah | ||||||
| 89 Hugenot Avenue | Englewood | NJ | 07631 | PC | Religious | $600 |
| Congregation Sons of Israel | ||||||
| 2521 Cruger Avenue | Bronx | NY | 10467 | PC | Religious | $500 |
| Daily Giving | ||||||
| PO Box 217 | Teaneck | NJ | 07666 | PC | Support for the Needy | $50,000 |
| Darchai Menachem | ||||||
| 432 Rutland Road | Brooklyn | NY | 11203 | PC | Religious Education | $500 |
| Emunah of America | ||||||
| 315 West 36th Street | New York | NY | 10018 | PC | Education | $180 |
| Etzion Foundation | ||||||
| 111 Galway Place | Teaneck | NJ | 07666 | PC | Religious Education | $85,000 |
| Friends of the IDF | ||||||
| 60 East 42nd Street | New York | NY | 10165 | PC | Education | $160,150 |
| The Frisch School | ||||||
| 120 West Century Road | Paramus | NJ | 07652 | PC | Education | $411,800 |
| Harkham Hillel Hebrew Academy | ||||||
| 9120 West Olympic Boulevard | Beverly Hills | CA | 90212 | PC | Education | $3,600 |
| JBI International | ||||||
| 110 East 30th Street | New York | NY | 10016 | PC | Support for the Blind | $36 |
| Jewish Federation of Northern NJ | ||||||
| 50 Eisenhower Drive | Paramus | NJ | 07652 | PC | Support for the Needy | $2,536 |
| Jewish Home Foundation | ||||||
| 10 Link Drive | Northvale | NJ | 07647 | PC | Support for the Elderly | $180 |
| Jewish National Fund | ||||||
| 42 East 69th Street | New York | NY | 10021 | PC | Education | $540 |
| Lamdienu | ||||||
| 950 Queen Anne Road | Teaneck | NJ | 07666 | PC | Religious Education | $5,000 |
| Massachusets Institute of Technology | ||||||
| 77 Massachusetts Avenue | Cambridge | MA | 02139 | PC | Education | $500 |
| Mikvah Association of Teaneck | ||||||
| 1726 Windsor Road | Teaneck | NJ | 07666 | PC | Religious | $180 |
| Moriah School of Englewood | ||||||
| 53 South Woodland Street | Englewood | NJ | 07631 | PC | Education | $180 |
| Ohr Torah Stone Institutions | ||||||
| 49 West 45th Street | New York | NY | 10036 | PC | Education | $476,800 |
| Orthodox Union | ||||||
| 40 Rector Street | New York | NY | 10006 | PC | Religious | $365,500 |
| Paypal Charitable Giving Fund | ||||||
| 1250 I Street NW | Washington | DC | 20005 | PC | Support for the Needy | $1,000 |
| PEF Israel Endowment | ||||||
| 630 Third Avenue | New York | NY | 10017 | PC | Support for the Needy | $360 |
| Project Ezrah | ||||||
| 95 Cedar Lane | Englewood | NJ | 07631 | PC | Support for the Needy | $680 |
| The Ramaz School | ||||||
| 60 East 78th Street | New York | NY | 10075 | PC | Education | $180 |
| Rofeh Cholim Cancer Society | ||||||
| 803 Bedford Avenue | Brooklyn | NY | 11205 | PC | Medical Research | $4,500 |
| Sharsheret | ||||||
| 1086 Teaneck Road | Teaneck | NJ | 07666 | PC | Medical Research | $18 |
| Sinai Schools | ||||||
| 240 Frisch Court | Paramus | NJ | 07652 | PC | Education | $1,000 |
| Torah in Motion | ||||||
| 46 Glenwood Drive | Teaneck | NJ | 07666 | PC | Religious Education | $5,000 |
| Torah Academy of Bergen County | ||||||
| 1600 Queen Anne Road | Teaneck | NJ | 07666 | PC | Education | $250 |
| Yeshiva Ohr Simcha | ||||||
| 101 West Forest Avenue | Englewood | NJ | 07631 | PC | Religious Education | $30,000 |
| Yeshiva University | ||||||
| 500 West 185th Street | New York | NY | 10033 | PC | Education | $2,500,000 |
| Yeshivat Heatid | ||||||
| 1500 Queen Anne Road | Teaneck | NJ | 07666 | PC | Education | $180 |
| Yeshivat Noam | ||||||
| 70 West Century Road | Paramus | NJ | 07652 | PC | Education | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,581,146 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,909,228 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,358,519 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,267,747 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,267,747 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 Person | MICHAEL D KATZ | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 Thames Blvd | AddressLine1Txt |
| City | Bergenfield | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07621 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $250,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Publicly Traded Securitie | AssetDesc |
| Gross Sales Price | $27,722,278 | GrossSalesPriceAmt |
| Basis | $26,363,759 | BasisAmt |
| Total Net | $1,358,519 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Publicly Traded Securities | StockNm |
| EOY Book Value | $57,489,958 | EOYBookValueAmt |
| EOYFMV | $113,653,203 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Office and Other Expenses | Desc |
| Revenue And Expenses Per Books | $294,544 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $263,544 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $31,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Federal Tax | $79,865 | |
| State Tax | $1,500 | $1,500 |