RICHARD & JANE KATZMAN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD & JANE KATZMAN FOUNDATION (EIN 27-4266074)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202143169349101864
- Schema version
- 2020v4.1
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T13:49:48-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 710917675 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAVASTANO KAUFMAN & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21-00 ROUTE 208 SOUTH SUITE120 | AddressLine1Txt |
| City | FAIR LAWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07410 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274266074 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD AND JANE KATZMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 2124961069 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 LEONARD ST UNIT 24A WEST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD KATZMAN | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 2124961069 | PhoneNum |
| Signature | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | KATZMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH KAUFMAN | PreparerPersonNm |
| PTIN | P01324787 | PTIN |
| Phone | 2017967300 | PhoneNum |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $440,003 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $9 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,586 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,586 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $25,025 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $110,711 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,025 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $73 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $73 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $33,693 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,693 | 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 | $413 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $100 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,410 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,410 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,823 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,510 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $103,270 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $103,270 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $107,093 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,510 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $103,270 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$73,400 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $30,183 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $21,697 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,469 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,469 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $291,227 | CorporateStockBOYAmt |
| Corporate Stock EOY | $227,055 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $427,534 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $312,924 | TotalAssetsBOYAmt |
| Total Assets EOY | $239,524 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $440,003 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $312,924 | RetainedEarningBOYAmt |
| Retained Earning EOY | $239,524 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $312,924 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $239,524 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $312,924 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $239,524 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $312,924 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$73,400 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $239,524 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $239,524 | 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 |
|---|---|---|---|---|---|---|---|
| CDK GLOBAL INC | P | 2000-01-01 | 2020-04-13 | $8,934 | $8,201 | $733 | $733 |
| DOUBLELINE TOTAL | P | 2019-12-31 | 2020-02-05 | $945 | $934 | $11 | $11 |
| JANUS HENDERSON | P | 2019-12-18 | 2020-06-24 | $503 | $511 | -$8 | -$8 |
| DWS CAPITAL GR | P | 2011-12-20 | 2020-06-26 | $25,000 | $18,694 | $6,306 | $6,306 |
| DOUBLELINE TOTAL RET | P | 2012-01-09 | 2020-02-05 | $20,480 | $20,973 | -$493 | -$493 |
| JANUS HENDERSON | P | 2011-06-13 | 2020-06-24 | $39,033 | $36,373 | $2,660 | $2,660 |
| CAPITAL GAINS DIVIDENDS | P | $15,816 | $15,816 | $15,816 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,025 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $420 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $420 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $420 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $560 | 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 | $560 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $140 | OverpaymentAmt |
| Applied To ES Tax | $140 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | 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 | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 2124961069 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 LEONARD ST UNIT 24A WEST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | 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 |
|---|---|---|---|---|---|---|---|---|
| JANE DRAY KATZMAN | ||||||||
| 15 WEST 81ST STREET | NEW YORK | NY | 10024 | DIRECTOR/PRESIDENT | 0.00 | $0 | $0 | $0 |
| RICHARD KATZMAN | ||||||||
| 56 LEONARD STREET | NEW YORK | NY | 10013 | DIRECTOR/V.P./SECRETARY/TR | 1.00 | $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 | $374,264 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,442 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $392,706 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $392,706 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,891 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $386,815 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,341 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,341 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $420 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $420 | TotalTaxAmt |
| Distributable Before Adj | $18,921 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $18,921 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $18,921 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $103,270 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $103,270 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $103,270 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,921 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $118,479 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $55,695 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $17,758 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $31,614 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $223,546 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $103,270 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,921 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $84,349 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $307,895 | 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 | $118,479 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $189,416 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $55,695 | ExcessFromYear4Amt |
| Excess From Year2 | $17,758 | ExcessFromYear2Amt |
| Excess From Year1 | $31,614 | ExcessFromYear1Amt |
| Excess From Current Year | $84,349 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD KATZMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACLU FOUNDATION | ||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | 501 (C)(3) | TO FURTHER CHARITIES WORK | $259 |
| BROWN UNIVERSITY | ||||||
| PO BOX 1893 | PROVIDENCE | RI | 02912 | 501 (C)(3) | TO FURTHER CHARITIES WORK | $75,000 |
| CARE USA | ||||||
| 151 ELLIS STREET | ATLANTA | GA | 30303 | 501 (C)(3) | TO FURTHER CHARITIES WORK | $263 |
| CATHOLIC CHARITIES USA (CCUSA) | ||||||
| 2050 BALLENGER AVE SUITE 400 | ALEXANDRIA | VA | 22314 | 501 (C)(3) | TO FURTHER CHARITIES WORK | $500 |
| CENTRAL PARK CONSERVANCY | ||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | 501 (C)(3) | TO FURTHER CHARITIES WORK | $250 |
| CITYMEALS ON WHEELS | ||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | 501 (C)(3) | TO FURTHER CHARITIES WORK | $520 |
| DOCTORS WITHOUT BORDERS | ||||||
| 40 RECTOR ST 16TH FL | NEW YORK | NY | 10006 | 501 (C)(3) | TO FURTHER CHARITIES WORK | $250 |
| FOODBANK NYC | ||||||
| 39 BROADWAY | NEW YOUK | NY | 10006 | 501 (C)(3) | TO FURTHER CHARITIES WORK | $1,000 |
| GAY MEN'S HEALTH CRISIS (GMHC) | ||||||
| 307 W 38TH STREET | NEW YORK | NY | 10018 | 501 (C)(3) | TO FURTHER CHARITIES WORK | $106 |
| GENERATION CITIZEN | ||||||
| 110 WALL STREET 5TH FLOOR | NEW YORK | NY | 10005 | 501 (C)(3) | TO FURTHER CHARITIES WORK | $15,000 |
| GOD'S LOVE WE DELIVER | ||||||
| 166 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | 501 (C)(3) | TO FURTHER CHARITIES WORK | $525 |
| HEARTS OF THE FATHER OUTREACH | ||||||
| PO BOX 491 | SHEFFIELD | MA | 01257 | 501 (C)(3) | TO FURTHER CHARITIES WORK | $500 |
| HUDSON HALL | ||||||
| 327 WARREN STREET | HUDSON | NY | 12534 | 501 (C)(3) | TO FURTHER CHARITIES WORK | $5,000 |
| NATIONAL MS SOCIETY | ||||||
| 733 3RD AVE | NEW YORK | NY | 10017 | 501 (C)(3) | TO FURTHER CHARITIES WORK | $1,000 |
| PARTNERHIP FOR THE HOMELESS | ||||||
| 305 SEVENTH AVE 14 FL | NEW YORK | NY | 10001 | 501 (C)(3) | TO FURTHER CHARITIES WORK | $525 |
| PAYPAL CHARITABLE GIVING FUND | ||||||
| 1250 I STREET NW | WASHINGTON | DC | 20005 | 501 (C)(3) | TO FURTHER CHARITIES WORK | $260 |
| PLANNED PARENTHOOD | ||||||
| 570 TAXTER ROAD | ELMSFORD | NY | 10523 | 501 (C)(3) | TO FURTHER CHARITIES WORK | $300 |
| RICHARD BRODSKY FOUNDATION | ||||||
| 1247 MARA COURT | ATLANTIC BEACH | NY | 11509 | 501 (C)(3) | TO FURTHER CHARITIES WORK | $1,005 |
| SCHOLARSHIP AMERICA - HUDSON DOLLARS FOR SCHOLARS | ||||||
| 7900 INTERNATIONAL DRIVE ST 500 | MINNEAPOLIS | MN | 55425 | 501 (C)(3) | TO FURTHER CHARITIES WORK | $250 |
| SOUTHERN POVERTY LAW CENTER (SPLC) | ||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | 501 (C)(3) | TO FURTHER CHARITIES WORK | $250 |
| THE NATURE CONSERVANCY | ||||||
| 4245 N FAIRFAX DRIVE ST 100 | ARLINGTON | VA | 22203 | 501 (C)(3) | TO FURTHER CHARITIES WORK | $257 |
| WOUNDED WARRIOR PROJECT | ||||||
| 4899 BELFORT ROAD | JACKSONVILLE | FL | 32256 | 501 (C)(3) | TO FURTHER CHARITIES WORK | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $103,270 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,586 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $73 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,025 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $33,693 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,693 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MUTUAL FUNDS HELD IN RAYMOND JAMES & ASSOCIATES | $170,396 | $286,574 |
| STOCKS HELD IN RAYMOND JAMES & ASSOCIATES | $56,659 | $140,960 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $1,244 | $1,244 | $0 |
| FILING FEES | $391 | $391 | $0 |
| ACCOUNTING FEES | $1,775 | $1,775 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $73 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $73 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $73 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS 2019 ANNUAL FILING | $100 | $100 | $0 |
| IRS 2020 ESTIMATED PAYMENT | $313 | $0 | $0 |