2020-07-14T16:23:11-05:00 2019-12-31 812950760 SAX LLP 855 VALLEY ROAD CLIFTON NJ 07013 990PF 2019-01-01 020652257 THE STEVEN W AND RUTH KATZ FAMILY FOUNDATION INC STEV 9735351888 7 NOEL DRIVE SHORT HILLS NJ 07078 STEVEN KATZ TRUSTEE 9735351888 2020-07-09 1 STUART M BERGER P00048855 9734726250 2020-07-07 173.251.63.34 2020-07-09 14:07:19 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 1C5089F742F0448891618444409BB14138B5C961 2019 2021-04-22 16:20:28Z X 1100128 X 105000 20879 20879 62023 413729 62023 187902 82902 0 0 0 56 56 0 19366 19366 0 19422 19422 0 115500 115500 134922 19422 115500 52980 63480 55272 52410 52410 290732 329737 339349 483508 505971 650384 60857 55231 57985 890369 943349 1100128 0 0 X 890369 943349 0 0 0 0 890369 943349 890369 943349 890369 52980 0 943349 0 943349 ACC# 02272 SEE ATTACHED 2019-01-01 2019-12-31 97345 92612 4733 4733 ACC# 02272 SEE ATTACHED 2018-01-01 2019-12-31 141149 124631 16518 16518 ACC# 02272 SEE ATTACHED 2018-01-01 2019-12-31 6185 6139 46 46 ACC# 02272 SEE ATTACHED 2018-01-01 2019-12-31 1997 1993 4 4 ACC# 2291- SEE ATTACHED 2019-01-01 2019-12-31 34067 31760 2307 2307 ACC# 2291- SEE ATTACHED 2018-01-01 2019-12-31 132893 94571 38322 38322 CAPITAL GAINS DIVIDENDS P 93 93 93 62023 0 92969 953352 0.097518 62500 898169 0.069586 53500 853130 0.062710 39250 811842 0.048347 87410 787512 0.110995 0.389156 0.077831 1012427 78798 635 79433 115500 X 635 0 635 0 635 828 0 0 828 0 193 193 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 974005 53840 0 1027845 0 0 1027845 15418 1012427 50621 50621 635 635 49986 0 49986 0 49986 115500 0 115500 635 114865 49986 0 0 49256 11099 18777 46045 125177 115500 0 0 0 49986 65514 0 0 190691 0 0 0 0 0 0 49256 141435 11099 18777 46045 65514 STEVEN W KATZ RUTH KATZ X ABRAHAM JOSHUA HESCHEL SCHOOL 270 W 89TH ST NEW YORK NY 10024 NONE N/P CHARITABLE 20000 AJC 165 EAST 56 STREET NEW YORK NY 10022 NONE N/P CHARITABLE 2500 AMERICAN FRIENDS OF THE HEBREW 1 BATTERY PARK PLZ STE 2501 NEW YORK NY 10004 NONE N/P CHARITABLE 1000 ANDY BOVIN MEM FUND 46-48 BEAUVIOR AVENUE SUMMIT NJ 07901 NONE N/P CHARITABLE 500 BENJAMIN N CARDOZO SCHOOL OF L 57-00 223RD ST BAYSIDE NY 11361 NONE N/P CHARITABLE 5000 C RUTGER 83 SOMERSET ST NEW BRUNSWICK NJ 08901 NONE N/P CHARITABLE 10000 CTR FOR HOLOCAUST HUMAN RIGHTS 765 NEWMAN SPRING RD LINCROFT NY 07738 NONE N/P CHARITABLE 2500 FRIENDSHIP AIDE LIFE TOWN 10 MICROLAB ROAD LIVINGSTON NJ 07039 NONE N/P CHARITABLE 20000 JEWISH FEDERATION OF GREATER M 901 ROUTE 10 WHIPPANY NJ 07981 NONE N/P CHARITABLE 15000 NY PRESBY HOSP 525 EAST 68TH STREET NEW YORK NY 10065 NONE N/P CHARITABLE 1000 CROHN & COLITIS FOUNDATION 45 WILSON AVE MANALAPAN NJ 07726 NONE N/P CHARITABLE 1000 PREP FOR PREP 328 WEST 71ST STREET NEW YORK NY 10023 NONE N/P CHARITABLE 5000 SAINT BARNABAS MEDICAL CENTER 94 OLD SHORT HILLS ROAD LIVINGSTON NJ 07039 NONE N/P CHARITABLE 20000 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 1000 UNIV 640 SKYTOP ROAD SYRACUSE NY 13244 NONE N/P CHARITABLE 10000 115500 0 14 20879 18 62023 0 82902 0 82902 0 0 0 0 0 0 0 0 0 0 X X 1 STEVEN AND RUTH KATZ 10 STONEHAM DRIVE LIVINGSTON NJ 07039 105000 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 55231 57985 SEE SECURITY SCHEDULE 1 ATTACHED-725-02291 202433 293167 SEE SECURITY SCHEDULE 2 ATTACHED- 725-02272 294670 357217 SECURITIES IN TRANSIT- 725-02272 8868 0 329737 339349 0 0 INVESTMENT ADVISORY FEES 19201 19201 0 BANK CHARGES 165 165 0 STEVEN RUTH KATZ 10 STONEHAM DRIVE LIVINGSTON NJ 07039 FOREIGN TAXES PAID 56 56 0