SHELDON AND AUDREY KATZ FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SHELDON AND AUDREY KATZ FOUNDATION INC (EIN 52-2006607)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201913199349104071
- Schema version
- 2018v3.1
- 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
- Schedule B
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T14:59:42-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521158459 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERTZBACH & COMPANY PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 RED BROOK BLVD SUITE 300 | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522006607 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHELDON AND AUDREY KATZ FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHEL | BusinessNameControlTxt |
| Phone | 3016220900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4337 | AddressLine1Txt |
| City | SILVER SPRING | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 209144337 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHELDON T KATZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3016220900 | PhoneNum |
| Signature | 2019-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL G STANKUS | PreparerPersonNm |
| PTIN | P01312062 | PTIN |
| Phone | 4103633200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 107.1.94.226 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-15 | IPDt |
| IP Tm | 13:28:55 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D91D4E823EEF4B069126B26A9C77A7B3B2086520 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,043,652 | 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 | $706,696 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,193 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,193 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $246,759 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $246,759 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $59,660 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $986,999 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $59,660 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,017,308 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $310,612 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,449 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,603 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $40,318 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $40,318 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $49,767 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,921 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $550,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $550,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $599,817 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,921 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $550,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $417,491 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $266,691 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $582,829 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $324,671 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $324,671 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,376,283 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,051,932 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,718,981 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,959,112 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,376,603 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,043,652 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $6,959,112 | UnrestrictedBOYAmt |
| Unrestricted EOY | $7,376,603 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,959,112 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,376,603 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,959,112 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,376,603 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,959,112 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $417,491 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,376,603 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,376,603 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - TD AMERITRADE | $75 | $90 | -$15 | -$15 |
| PUBLICLY TRADED SECURITIES - TD AMERITRADE | $107,500 | $83,310 | $24,190 | $24,190 |
| PUBLICLY TRADED SECURITIES - ABBOT DOWNING | $302,524 | $366,817 | -$64,293 | -$64,293 |
| PUBLICLY TRADED SECURITIES - ABBOT DOWNING | $498,339 | $447,316 | $51,023 | $51,023 |
| PUBLICLY TRADED SECURITIES - ABBOT DOWNING | $78,561 | $29,806 | $48,755 | $48,755 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $59,660 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $441,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,855,419 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040625 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $385,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,714,454 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044179 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $367,978 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,728,130 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047615 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $320,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,481,102 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042774 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $270,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,408,602 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042131 | DistributionYr5Rt |
| Total Distribution | 0.217324 | TotalDistributionRt |
| Average Distribution | 0.043465 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,443,371 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $497,386 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,667 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $500,053 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $550,050 | 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 | $2,667 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,667 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,667 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,680 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $7,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,680 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,013 | OverpaymentAmt |
| Applied To ES Tax | $12,013 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 ORGANIZATION | IndividualWithBooksNm |
| Phone | 3016220900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4337 | AddressLine1Txt |
| City | SILVER SPRING | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20914 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| SHELDON T KATZ | ||||||||
| PO BOX 4337 | SILVER SPRING | MD | 209144337 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| AUDREY KATZ | ||||||||
| PO BOX 4337 | SILVER SPRING | MD | 209144337 | SECRETARY | 5.00 | $0 | $0 | $0 |
| RUSSELL KATZ | ||||||||
| PO BOX 4337 | SILVER SPRING | MD | 209144337 | VICE PRESIDENT | 5.00 | $0 | $0 | $0 |
| MERYL KATZ | ||||||||
| PO BOX 4337 | SILVER SPRING | MD | 209144337 | VICE PRESIDENT | 5.00 | $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 | $11,163,886 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $453,750 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,617,636 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,617,636 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $174,265 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,443,371 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $572,169 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $572,169 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,667 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,667 | TotalTaxAmt |
| Distributable Before Adj | $569,502 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $569,502 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $569,502 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $550,050 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $550,050 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,667 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $547,383 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $569,502 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $346,875 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $550,050 | QualifyingDistributionsAmt |
| Applied To Year1 | $346,875 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $203,175 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $366,327 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SHELDON T KATZ | ContributingManagerNm |
| Contributing Manager | AUDREY KATZ | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFI SILVER | |||||||
| 8633 COLESVILLE ROAD | SILVER SPRING | MD | 20910 | NONE | PC | OPERATIONS | $100,000 |
| AMAZON CONSERVATION SOCIETY | |||||||
| 1012 14TH STREET NW SUITE 625 | WASHINGTON | DC | 20005 | NONE | PC | OPERATIONS | $40,000 |
| CHESAPEAKE BAY FOUNDATION | |||||||
| 6 HERNDON AVENUE | ANNAPOLIS | MD | 21403 | NONE | PC | OPERATIONS | $50,000 |
| DC CENTRAL KITCHEN | |||||||
| 425 SECOND STREET | WASHINGTON | DC | 20001 | NONE | PC | OPERATIONS | $20,000 |
| FRANKFORT ZOOLOGICAL SOCIETY | |||||||
| 3810 ARGYLE TERRACE NW | WASHINGTON | DC | 20011 | NONE | NC | OPERATIONS | $50,500 |
| MICHAEL J FOX FOUNDATION | |||||||
| GRAND CENTRAL STATION PO BOX 4777 | NEW YORK | NY | 101634777 | NONE | PC | OPERATIONS | $25,000 |
| POPULATION ACTION INTERNATIONAL | |||||||
| 1300 19TH ST NW SUITE 200 | WASHINGTON | DC | 20036 | NONE | NC | OPERATIONS | $25,000 |
| POPULATION CONNECTION | |||||||
| 2120 L ST NW SUITE 500 | WASHINGTON | DC | 20037 | NONE | PC | OPERATIONS | $10,000 |
| POTOMAC CONSERVANCY | |||||||
| 8403 COLESVILLE RD SUITE 805 | SILVER SPRING | MD | 20910 | NONE | PC | OPERATIONS | $30,000 |
| ROUND HOUSE THEATER | |||||||
| 1 VETERANS PL | SILVER SPRING | MD | 20910 | NONE | PC | OPERATIONS | $25,000 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVENUE PO BOX 548 | MONTGOMERY | AL | 361779621 | NONE | PC | OPERATIONS | $25,000 |
| UVA SCHOOL OF ARCHITECTURE FOUNDATION | |||||||
| CAMPBELL HALL PO BOX 400122 | CHARLOTTESVILLE | VA | 229044122 | NONE | PC | OPERATIONS | $35,000 |
| WASHINGTON INTERNATIONAL SCHOOL | |||||||
| 3100 MACOMB STREET NW | WASHINGTON | DC | 20008 | NONE | PC | FINANCIAL AID | $40,000 |
| WOMEN'S LEARNING PARTNERSHIP | |||||||
| 4343 MONTGOMERY AV SUITE 201 | BETHESDA | MD | 20814 | NONE | PC | OPERATIONS | $5,000 |
| GREEN FORESTS WORK | |||||||
| 730 ROSE STREET | LEXINGTON | KY | 405460073 | NONE | PC | OPERATIONS | $7,050 |
| HOMELESS PRENATAL PROGRAM | |||||||
| 2500 18TH STREET | SAN FRANSISCO | CA | 94110 | NONE | PC | OPERATIONS | $2,500 |
| AUDBON NATURALIST SOCIETY | |||||||
| 8940 JONES MILL ROAD | CHEVY CHASE | MD | 20815 | NONE | PC | OPERATIONS | $40,000 |
| GEORGTOWN UNIVERSITY PARKINSON'S FELLOWSHIP | |||||||
| 3800 RESERVOIR ROAD NW | WASHINGTON | DC | 20007 | NONE | PC | OPERATIONS | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $550,050 | 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 | $4,193 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $246,759 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $59,660 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $310,612 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $310,612 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| SHELDON AND AUDREY KATZ | |||||||
| 1 | PO BOX 4337 | SILVER SPRING | MD | 209144337 | $633,336 | Yes (X) | Yes (X) |
| TIMOTHY R CLINTON | |||||||
| 2 | 3651 SUITLAND ROAD SE | WASHINGTON | DC | 20020 | $25,000 | Yes (X) | |
| SHELEN ASSOCIATES | |||||||
| 3 | PO BOX 4337 | SILVER SPRING | MD | 209144337 | $48,360 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | STOCK DONATION | $393,336 | 2018-12-31 |
| 3 | STOCK DONATION | $48,360 | 2018-12-17 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENT-CORPORATE STOCK | StockNm |
| EOY Book Value | $7,051,932 | EOYBookValueAmt |
| EOYFMV | $10,718,981 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY FEES | Desc |
| Revenue And Expenses Per Books | $40,318 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $40,318 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $3,603 | $3,603 | $0 | $0 |
| EXCISE TAX BASED ON INVESTMENT | $5,846 | $0 | $0 | $0 |