2021-11-11T15:47:12-06:00 2020-12-31 812950760 SAX LLP 389 INTERPACE PARKWAY STE 3 PARSIPPANY NJ 07054 990PF 2020-01-01 020652257 THE STEVEN W AND RUTH KATZ FAMILY FOUNDATION INC STEV 9735351888 7 NOEL DRIVE SHORT HILLS NJ 07078 STEVEN KATZ TRUSTEE 9735351888 2021-11-11 1 STEVEN KATZ 999009999 STUART M BERGER P00048855 9734726250 2021-11-10 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 1356208 X 125000 21737 21737 98275 649364 98275 245012 120012 0 0 0 113 113 0 21260 21260 0 21373 21373 0 121450 121450 142823 21373 121450 102189 98639 52410 89296 89296 329737 316439 335714 505971 562104 850190 55231 74385 81008 943349 1042224 1356208 0 0 X 943349 1042224 0 0 0 0 943349 1042224 943349 1042224 943349 102189 0 1045538 3314 1042224 ACC# 02291 - AVAILABLE UPON REQUEST 2019-01-01 2019-12-31 72691 54915 17776 17776 ACC# 02291 - AVAILABLE UPON REQUEST 2018-01-01 2019-12-31 162483 110618 51865 51865 ACC# 02291 - AVAILABLE UPON REQUEST 2018-01-01 2019-12-31 15792 14532 1260 1260 ACC# 02272 - AVAILABLE UPON REQUEST 2019-01-01 2019-12-31 169232 176078 -6846 -6846 ACC# 02272 - AVAILABLE UPON REQUEST 2018-01-01 2019-12-31 219371 185354 34017 34017 ACC# 02272 - AVAILABLE UPON REQUEST 2018-01-01 2019-12-31 7706 7587 119 119 ACC# 02272 - AVAILABLE UPON REQUEST 2018-01-01 2019-12-31 2044 2005 39 39 CAPITAL GAINS DIVIDENDS P 45 45 45 98275 1371 0 1371 0 1371 193 0 1500 0 1693 9 313 313 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 N/A STEVEN RUTH KATZ 9735351888 7 NOEL DRIVE SHORT HILLS NJ 07078 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 N/A 0 N/A 0 0 1140647 62271 0 1202918 0 0 1202918 18044 1184874 59244 59244 1371 1371 57873 0 57873 0 57873 121450 0 121450 0 121450 57873 0 0 11099 18777 46045 65514 141435 121450 0 0 0 57873 63577 0 0 205012 0 0 0 0 0 0 0 205012 11099 18777 46045 65514 63577 STEVEN W KATZ RUTH KATZ X ABRAHAM JOSHUA HESCHEL SCHOOL 270 W 89TH ST NEW YORK NY 10024 NONE N/P CHARITABLE 10000 ANDY BOVIN MEM FUND 46-48 BEAUVIOR AVENUE SUMMIT NJ 07901 NONE N/P CHARITABLE 500 CHABAD HOUSE 770 EASTERN PARKWAY NEW YORK NY 11213 NONE N/P CHARITABLE 1000 CURE BREAST CANCER FOUNDATION 1122 CLIFTON AVE CLIFTON NJ 07013 NONE N/P CHARITABLE 2500 DANA-FARBER CANCER INSTITUTE 450 BROOKLINE AVENUE BOSTON MA 02215 NONE N/P CHARITABLE 2500 FRIENDSHIP CIRCLE 121 W 19TH STREET NEW YORK NY 10011 NONE N/P CHARITABLE 20000 JEWISH FEDERATION OF GREATER M 901 ROUTE 10 WHIPPANY NJ 07981 NONE N/P CHARITABLE 25100 MILLBURN SHORT HILLS VOLUNTEER FIRST AID SQUAD PO BOX 226 MILLBURN NJ 07041 NONE N/P CHARITABLE 250 MS HOLOCAUST MEM MUSEUM 100 RAOUL WALLENBERG PL SW WASHINGTON DC 20024 NONE N/P CHARITABLE 1000 PREP FOR PREP 328 W 71ST STREET NEW YORK NY 10023 NONE N/P CH 5000 RILEYS DANCE NJ SHARING NETWORK 691 CENTRAL AVE NEW PROVIDENCE NJ 07974 NONE N/P CHARITABLE 5000 RONALD MCDONALD HOUSE 405 E 73RD ST NEW YORK NY 10021 NONE N/P CHARITABLE 1000 SAINT BARNABAS MEDICAL CENTER 94 OLD SHORT HILLS ROAD LIVINGSTON NJ 07039 NONE N/P CHARITABLE 20000 SYRACUSE UNIVERSITY 640 SKYTOP ROAD SYRACUSE NY 13244 NONE N/P CHARITABLE 10000 TEMPLE BETH EL CEMETERY 301 MONMOUTH ROAD OAKHURST NJ 07755 NONE N/P CHARITABLE 1000 TEMPLE BETH EL SHALOM 17139 NORTHERN BLVD STE 1 FLUSHING NY 11358 NONE N/P CHARITABLE 11000 THE ALS ASSOCIATION 42 BROADWAY SUITE 1724 NEW YORK NY 10004 NONE N/P CHARITABLE 1000 THE CODY FUND FOR MENTAL HEALTH 300 EXECUTIVE DRIVE STE 360 WEST ORANGE NJ 07052 NONE N/P CHARITABLE 1000 THE H SCHOOL 100 AMSTERDAM AVE NEW YORK NY 10023 NONE N/P CHARITABLE 3600 121450 0 14 21737 18 98275 0 120012 0 120012 0 0 0 0 0 0 0 0 0 0 X X 1 STEVEN AND RUTH KATZ 10 STONEHAM DRIVE LIVINGSTON NJ 07039 125000 X 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. SEE SECURITY SCHEDULE 2 ATTACHED- 725-02272 74385 81008 SEE SECURITY SCHEDULE 1 ATTACHED-725-02291 264904 460586 SEE SECURITY SCHEDULE 2 ATTACHED- 725-02272 289283 381687 SECURITIES IN TRANSIT- 725-02272 7917 7917 316439 335714 0 0 PRIOR PERIOD ADJUSTMENT 3314 INVESTMENT ADVISORY FEES 21096 21096 0 BANK CHARGES 164 164 0 STEVEN RUTH KATZ 10 STONEHAM DRIVE LIVINGSTON NJ 07039 FOREIGN TAXES PAID 113 113 0