M D KATZ FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- M D KATZ FOUNDATION INC (EIN 11-6035541)
- Tax period
- 2019-08-01 to 2020-07-31
- Filed
- 2020-12-01
- IRS object ID
- 202043369349100109
- Schema version
- 2019v5.0
- 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 | 2020-12-01T14:55:49-06:00 | ReturnTs |
| Tax Period End | 2020-07-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-08-01 | 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 | % Mordecai D 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 | MORDECAI D KATZ | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2015694040 | PhoneNum |
| Signature | 2020-12-01 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.172.123.233 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 21010520203361259917 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-12-01 | FederalOriginalSubmissionIdDt |
| Filing License Type | O | FilingLicenseTypeCd |
| At Submission Creation Device Id | C550760918FB117B2F87290A2BE0DC642F41313E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C550760918FB117B2F87290A2BE0DC642F41313E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $84,073,079 | 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 | $150,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $4,169,524 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,169,524 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$5,582,872 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,269,054 | GrossSalesPriceAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | -$1,263,348 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,169,524 | 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 | $55,367 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $1,500 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $613,051 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $245,609 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $367,442 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $668,418 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $245,609 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $368,942 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,606,725 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,606,725 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,275,143 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $245,609 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,975,667 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,538,491 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,923,915 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $172,430 | CashBOYAmt |
| Cash EOY | $253,086 | CashEOYAmt |
| Cash EOYFMV | $253,086 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Prepaid Expenses BOY | $35,000 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $51,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $51,000 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| Corporate Stock BOY | $62,868,200 | CorporateStockBOYAmt |
| Corporate Stock EOY | $56,233,053 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $83,768,993 | 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 | $63,075,630 | TotalAssetsBOYAmt |
| Total Assets EOY | $56,537,139 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $84,073,079 | 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 | $63,075,630 | RetainedEarningBOYAmt |
| Retained Earning EOY | $56,537,139 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $63,075,630 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $56,537,139 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $63,075,630 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $56,537,139 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $63,075,630 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,538,491 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $56,537,139 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $56,537,139 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$5,582,872 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$5,582,872 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,599,797 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $99,605,561 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046180 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,502,230 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $91,999,012 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048938 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,146,732 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $89,845,103 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046154 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,961,183 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $86,662,741 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.034169 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,361,595 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $73,451,089 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045766 | DistributionYr5Rt |
| Total Distribution | 0.221207 | TotalDistributionRt |
| Average Distribution | 0.044241 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $94,768,417 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,192,687 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $39,239 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,231,926 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,975,667 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $39,239 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $39,239 | SubtotalAmt |
| Tax Based On Investment Income | $39,239 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $60,228 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $60,228 | TotalPaymentsAndCreditsAmt |
| Overpayment | $20,989 | OverpaymentAmt |
| Applied To ES Tax | $20,989 | 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 |
|---|---|---|---|---|---|---|
| MORDECAI D KATZ | ||||||
| 300 E Linden Ave | Englewood | NJ | 07631 | PresidentTreasurer | 3.000 | $0 |
| MONIQUE C KATZ | ||||||
| 300 E Linden Ave | Englewood | NJ | 07631 | VP Secretary | 3.000 | $0 |
| MICHAEL D KATZ | ||||||
| 45 Thames Blvd | Bergenfield | NJ | 07621 | VP Asst Secretary | 30.00 | $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 | $95,998,833 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $212,758 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $96,211,591 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $96,211,591 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,443,174 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $94,768,417 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,738,421 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,738,421 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $39,239 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $39,239 | TotalTaxAmt |
| Distributable Before Adj | $4,699,182 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,699,182 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,699,182 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,975,667 | ExpensesAndContributionsAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $4,975,667 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $39,239 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,936,428 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,699,182 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,679,631 | UndistributedIncomePYAmt |
| Qualifying Distributions | $4,975,667 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,679,631 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $296,036 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $4,403,146 | 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 | MORDECAI D KATZ | ContributingManagerNm |
| 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 (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Am Committee for Shaare Zedek of Jerusalem | ||||||
| 55 West 39th Street | New York | NY | 10018 | PC | Medical research | $150,118 |
| Am Friends of Bar-Ilan University | ||||||
| 160 East 56th Street | New York | NY | 10022 | PC | Education | $570,000 |
| Am Friends of Chabad Niagara | ||||||
| 615 Main Street | Niagara Falls | NY | 14302 | PC | Religious | $770 |
| Am Friends of Nishmat | ||||||
| 520 8th Avenue | New York | NY | 10018 | PC | Religious education | $400,425 |
| Am Friends of Shalva | ||||||
| 315 5th Avenue | New York | NY | 10016 | PC | Support youth with special needs | $2,900 |
| AMIT Womens Organization | ||||||
| 49 West 37th Street | New York | NY | 10018 | PC | Education | $6,720 |
| Be'er Hagolah Institutes | ||||||
| 671 Louisiana Avenue | Brooklyn | NY | 11239 | PC | Education | $100,000 |
| Beth Medrash Govoha | ||||||
| 617 6th Street | Lakewood | NJ | 08701 | PC | Religious education | $100 |
| Beit Rabban Day School | ||||||
| 15 West 86th Street | New York | NY | 10024 | PC | Education | $38,500 |
| Camp Hachshara-Moshava | ||||||
| 520 8th Avenue | New York | NY | 10018 | PC | Religious education | $360 |
| Camp HASC | ||||||
| 1563 49th Street | Brooklyn | NY | 11219 | PC | Support for youth with special needs | $180 |
| Chabad of Wyoming | ||||||
| P O Box 9818 | Jackson | WY | 83002 | PC | Religious | $950 |
| Chesed 247 | ||||||
| 286 N Main Street | Spring Valley | NY | 10977 | PC | Support for sick and elderly | $150 |
| Chevra Kadisha of Englewood | ||||||
| 240 Broad Avenue | Englewood | NJ | 07631 | PC | Religious | $60 |
| CIJE | ||||||
| 45 Broadway | New York | NY | 10006 | PC | Education | $15,000 |
| Cong Ahavath Torah | ||||||
| 240 Broad Avenue | Englewood | NJ | 07631 | PC | Religious | $18,775 |
| Cong Keter Torah | ||||||
| 600 Roemer Avenue | Teaneck | NJ | 07666 | PC | Religious | $26,936 |
| CongRinat Yisrael | ||||||
| 389 W Englewood Avenue | Teaneck | NJ | 07666 | PC | Religious | $73 |
| Cong Shomrei Emunah | ||||||
| 89 Hugenot Avenue | Englewood | NJ | 07631 | PC | Religious | $600 |
| Cong Zlochev | ||||||
| 1243 40th Street | Brooklyn | NY | 11218 | PC | Religious | $1,000 |
| Daily Giving | ||||||
| 222 Westchester Avenue | White Plains | NY | 10604 | PC | Charitable | $376 |
| Darchai Menachem | ||||||
| 432 Rutland Road | Brooklyn | NY | 11203 | PC | Education | $250 |
| Echo Institute for Health | ||||||
| 295 W Route 59 | Spring Valley | NY | 10977 | PC | Medical research | $360 |
| Englewood Mikvah Association | ||||||
| 240 Broad Avenue | Englewood | NJ | 07631 | PC | Religious | $360 |
| Etzion Foundation | ||||||
| 111 Galway Place | Teaneck | NJ | 07666 | PC | Religious education | $10,250 |
| Fleetwood Synagogue | ||||||
| 11 E Broad Street | Mount Vernon | NY | 10552 | PC | Religious | $10,000 |
| Frisch Yeshiva High School | ||||||
| 120 West Century Road | Paramus | NJ | 07652 | PC | Education | $260,432 |
| Heichal Hatorah | ||||||
| 70 Sterling Place | Teaneck | NJ | 07666 | PC | Education | $1,500 |
| Hillel of Greater Philadelphia | ||||||
| 215 South 39th Street | Philadelphia | PA | 19104 | PC | Charitable | $500 |
| JBI International | ||||||
| 110 East 30th Street | New York | NY | 10016 | PC | Support for the blind | $18 |
| Jewish Book Trust | ||||||
| 2723 W Touhy Avenue | Chicago | IL | 60645 | PC | Religious education | $39,000 |
| Jewish Federation | ||||||
| 50 Eisenhower Drive | Paramus | NJ | 07652 | PC | Support for people in need | $2,500 |
| Jewish Heritage for the Blind | ||||||
| 1655 East 24th Street | Brooklyn | NY | 11229 | PC | Support for the blind | $104 |
| Jewish Home Foundation | ||||||
| 10 Link Drive | Rockleigh | NJ | 07647 | PC | Support for the elderly | $100 |
| Jewish National Fund | ||||||
| 42 East 69th Street | New York | NY | 10021 | PC | Charitable | $25 |
| JOFA | ||||||
| 205 East 42nd Street | New York | NY | 10017 | PC | Religious education | $7,130 |
| Lamdeinu | ||||||
| 950 Queen Anne Road | Teaneck | NJ | 07666 | PC | Religious education | $5,000 |
| Lubavitch on the Palisades | ||||||
| 11 Harold Street | Tenafly | NJ | 07670 | PC | Religious | $360 |
| Ohr Torah Stone Institutions | ||||||
| 49 West 45th Street | New York | NY | 10036 | PC | Education | $250,000 |
| Orthodox Union | ||||||
| 11 Broadway | New York | NY | 10004 | PC | Religious | $35,000 |
| Otsar Family Services | ||||||
| 2324 West 13th Street | Brooklyn | NY | 11223 | PC | Support for youth with special needs | $100 |
| PayPal Charitable Giving Fund | ||||||
| 1250 I Street NW | Washington | DC | 20005 | PC | Charitable | $1,000 |
| PEF Israel Endowment Fund | ||||||
| 630 3rd Avenue | New York | NY | 10017 | PC | Charitable | $50 |
| Project Ezrah | ||||||
| 95 Cedar Lane | Englewood | NJ | 07631 | PC | Support for the needy | $540 |
| SAR Academy | ||||||
| 655 West 254th Street | Riverdale | NY | 10471 | PC | Education | $300 |
| Sharsheret | ||||||
| 1086 Teaneck Road | Teaneck | NJ | 07666 | PC | Medical research | $649 |
| Sinai Schools | ||||||
| 240 Frisch Court | Paramus | NJ | 07652 | PC | Education | $1,000 |
| The Tikvah Fund | ||||||
| 165 East 56th Street | New York | NY | 10022 | PC | Education | $50 |
| Yeshiva Ohr Simcha | ||||||
| 101 West Forest Avenue | Englewood | NJ | 07631 | PC | Education | $10,000 |
| Yeshiva Torah Vodaath | ||||||
| 425 East 9th Street | Brooklyn | NY | 11218 | PC | Education | $100 |
| Yeshiva University | ||||||
| 500 West 185th Street | New York | NY | 10033 | PC | Education | $2,636,000 |
| Zaka Rescue & Recovery | ||||||
| 1405 North Broad Street | Hillside | NJ | 07205 | PC | Charitable | $54 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,606,725 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,169,524 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$5,582,872 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$1,413,348 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$1,413,348 | 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 | $150,000 | 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) |
|---|---|---|
| Gross Sales Price | $16,269,054 | GrossSalesPriceAmt |
| Basis | $21,851,926 | BasisAmt |
| Total Net | -$5,582,872 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Various Securities | StockNm |
| EOY Book Value | $56,233,053 | EOYBookValueAmt |
| EOYFMV | $83,768,993 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Office and Other Expense | Desc |
| Revenue And Expenses Per Books | $613,051 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $245,609 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $367,442 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Federal Tax | $53,867 | |
| State Tax | $1,500 | $1,500 |