STEVEN W AND RUTH KATZ FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- STEVEN W AND RUTH KATZ FAMILY FOUNDATION INC (EIN 02-0652257)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-10-06
- IRS object ID
- 201602809349100405
- Schema version
- 2015v2.1
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-06T15:44:13-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 812950760 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 VALLEY ROAD | AddressLine1Txt |
| City | CLIFTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070132483 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020652257 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STEVEN W AND RUTH KATZ FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEV | BusinessNameControlTxt |
| Phone | 9735351888 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 STONEHAM DR | AddressLine1Txt |
| City | LIVINGSTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07039 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN KATZ | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9735351888 | PhoneNum |
| Signature | 2016-09-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STUART M BERGER CPA | PreparerPersonNm |
| PTIN | P00048855 | PTIN |
| Phone | 9734726250 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $813,288 | 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 | $35,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $14,329 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,617 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $42,812 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $453,241 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $42,812 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $92,141 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $55,429 | 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 | $1,226 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $101 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,601 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,601 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,827 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,702 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $56,077 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,702 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $39,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $36,064 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $39,727 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $49,219 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,876 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,876 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $200,742 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $255,773 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $256,833 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $415,305 | CorporateStockBOYAmt |
| Corporate Stock EOY | $423,709 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $462,765 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $72,351 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $59,323 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $58,814 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $737,617 | TotalAssetsBOYAmt |
| Total Assets EOY | $773,681 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $813,288 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $737,617 | CapitalStockBOYAmt |
| Capital Stock EOY | $773,681 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $737,617 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $773,681 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $737,617 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $773,681 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $737,617 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $36,064 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $773,681 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $773,681 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ACC# 2291- SEE ATTACHED | 2015-01-01 | 2015-12-31 | $33,976 | $37,414 | -$3,438 | -$3,438 |
| ACC# 2291- SEE ATTACHED | 2014-01-01 | 2015-12-31 | $105,636 | $76,697 | $28,939 | $28,939 |
| ACC# 2291- SEE ATTACHED | 2014-01-01 | 2015-12-31 | $11,015 | $10,983 | $32 | $32 |
| ACC# 2291- SEE ATTACHED- CASH IN LIEU | 2015-01-01 | 2015-12-31 | $19 | $19 | $0 | $0 |
| ACC#2272- SEE ATTACHED | 2015-01-01 | 2015-12-31 | $170,514 | $177,025 | -$6,511 | -$6,511 |
| ACC#2272- SEE ATTACHED | 2014-01-01 | 2015-12-31 | $105,740 | $82,680 | $23,060 | $23,060 |
| ACC#2272- SEE ATTACHED | 2014-01-01 | 2015-12-31 | $26,288 | $25,558 | $730 | $730 |
| ACC#2272- SEE ATTACHED | 2015-01-01 | 2015-12-31 | $53 | $53 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $42,812 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $87,410 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $787,512 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.110995 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $88,750 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $697,358 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.127266 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $35,800 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $618,114 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057918 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $36,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $641,214 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056923 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $133,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $589,828 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.226337 | DistributionYr5Rt |
| Total Distribution | 0.579439 | TotalDistributionRt |
| Average Distribution | 0.115888 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $811,842 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $94,083 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $397 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $94,480 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $39,250 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $795 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $795 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $795 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $1,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $19 | EsPenaltyAmt |
| Overpayment | $686 | OverpaymentAmt |
| Applied To ES Tax | $686 | 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 | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | STEVEN RUTH KATZ | IndividualWithBooksNm |
| Phone | 9735351888 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 STONEHAM DRIVE | AddressLine1Txt |
| City | LIVINGSTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07039 | 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 |
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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STEVEN W KATZ | ||||||||
| 10 STONEHAM DRIVE | LIVINGSTON | NJ | 07039 | TREASURER | 0.00 | $0 | $0 | $0 |
| RUTH KATZ | ||||||||
| 10 STONEHAM DRIVE | LIVINGSTON | NJ | 07039 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| WAYNE ZUCKERMAN | ||||||||
| 36 CHELSEA DRIVE | LIVINGSTON | NJ | 07039 | TRUSTEE | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $795,318 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,887 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $824,205 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $824,205 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,363 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $811,842 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $40,592 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $40,592 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $795 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $795 | TotalTaxAmt |
| Distributable Before Adj | $39,797 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $39,797 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $39,797 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $39,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $39,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $39,250 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,797 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $104,616 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,036 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,869 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $55,055 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $49,256 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $219,832 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $39,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $39,250 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $547 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $547 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $219,285 | 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 | $104,069 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $115,216 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,036 | ExcessFromYear4Amt |
| Excess From Year3 | $5,869 | ExcessFromYear3Amt |
| Excess From Year2 | $55,055 | ExcessFromYear2Amt |
| Excess From Year1 | $49,256 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEVEN W KATZ | ContributingManagerNm |
| Contributing Manager | RUTH KATZ | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHABAD HOUSE | |||||||
| 770 EASTERN PARKWAY | NEW YORK | NY | 11213 | NONE | N/P | CHARITABLE | $10,000 |
| OVERLOOK FOUNDATION-THE ANDY BOVIN MEMORIAL FUND | |||||||
| 36 UPPER OVERLOOK ROAD | SUMMIT | NJ | 07902 | NONE | N/P | CHARITABLE | $500 |
| PREP FOR PREP | |||||||
| 328 WEST 71ST STREET | NEW YORK | NY | 10023 | NONE | N/P | CHARITABLE | $5,000 |
| SYRACUSE UNIVERSITY- JOHN KUHN REAL ESTATE CENTER FUND | |||||||
| 900 S CROUSE AVE | SYRACUSE | NY | 13210 | NONE | N/P | CHARITABLE | $5,000 |
| UJA OF GREATER METROWEST | |||||||
| 901 ROUTE 10 | WHIPPANY | NJ | 07981 | NONE | N/P | CHARITABLE | $12,500 |
| HILLEL OF SYRACUSE UNIVERSITY | |||||||
| 102 WALNUT PLACE | SYRACUSE | NY | 13210 | NONE | N/P | CHARITABLE | $1,000 |
| AMERICAN SOCIETY- YAD VASHEM | |||||||
| 500 5TH AVENUE 42 | NEW YORK | NY | 10110 | NONE | N/P | CHARITABLE | $1,000 |
| SILVER SHIELD FOUNDATION | |||||||
| 870 UNITED NATIONS PLAZA | NEW YORK | NY | 10017 | NONE | N/P | CHARITABLE | $250 |
| JENESSE CENTER | |||||||
| 3761 STOCKER ST 100 | LOS ANGELES | CA | 90008 | NONE | N/P | CHARITABLE | $2,500 |
| THE BRAIN AND BEHAVIOR RESEARCH FOUNDATION | |||||||
| 90 PARK AVENUE | NEW YORK | NY | 10016 | NONE | N/P | CHARIBALE | $1,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 733 THIRD AVENUE 3RD FLOOR | NEW YORK | NY | 10017 | NONE | N/P | CHARITABLE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $39,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,329 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $42,812 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $57,141 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $57,141 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | STEVEN AND RUTH KATZ | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 STONEHAM DRIVE | AddressLine1Txt |
| City | LIVINGSTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07039 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $35,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | 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. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE SECURITY SCHEDULE 2 ATTACHED- 725-02272 | BondNm |
| EOY Book Value | $59,323 | EOYBookValueAmt |
| EOYFMV | $58,814 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SEE SECURITY SCHEDULE 1 ATTACHED-725-02291 | $190,992 | $240,437 |
| SEE SECURITY SCHEDULE 2 ATTACHED- 725-02272 | $231,174 | $220,785 |
| SECURITIES IN TRANSIT- 725-02291 | $418 | $418 |
| SECURITIES IN TRANSIT- 725-02272 | $1,125 | $1,125 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $255,773 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $256,833 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $15,451 | $15,451 | $0 |
| BANK CHARGES | $150 | $150 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN RUTH KATZ | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 STONEHAM DRIVE | AddressLine1Txt |
| City | LIVINGSTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07039 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $101 | $101 | $0 |
| FEDERAL EXCISE TAX 2014 EXTENSION | $710 | $0 | $0 |
| FEDERAL BALANCE DUE | $415 | $0 | $0 |