SHELDON AND AUDREY KATZ FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SHELDON AND AUDREY KATZ FOUNDATION INC (EIN 52-2006607)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201603209349103000
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T14:09:20-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7501 WISCONSIN AVENUE 400E | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208146583 | 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 | 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) |
|---|---|---|
| In Care Of | % THE ORGANIZATION | InCareOfNm |
| 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 | 2016-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LEE ISAACSON CPA | PreparerPersonNm |
| PTIN | P00449628 | PTIN |
| Phone | 3016529100 | 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 | $7,844,482 | 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 | $324,620 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $326 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $326 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $198,393 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $198,393 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $34,121 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $636,274 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $34,121 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $557,460 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $232,840 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $12,639 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $30,656 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30,656 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $43,295 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,656 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $370,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $370,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $413,295 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,656 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $370,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $144,165 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $202,184 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $216,177 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $179,911 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $179,911 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $68,859 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $32,119 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $32,057 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,000,565 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,217,736 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,632,514 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,285,601 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,429,766 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,844,482 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $5,285,601 | UnrestrictedBOYAmt |
| Unrestricted EOY | $5,429,766 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,285,601 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,429,766 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,285,601 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,429,766 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,285,601 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $144,165 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,429,766 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,429,766 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SHORT TERM CAPITAL COVERED - ABBOT WELLS | P | $82,327 | $107,730 | -$25,403 | -$25,403 |
| LONG TERM CAPITAL COVERED - ABBOT WELLS | P | $103,607 | $105,010 | -$1,403 | -$1,403 |
| LONG TERM CAPITAL NONCOVERED - ABBOT WELLS | $229,636 | $159,717 | $69,919 | $69,919 | |
| SHORT TERM CAPITAL BOX C - TD AMERITRADE | P | $16,840 | $16,967 | -$127 | -$127 |
| LONG TERM CAPITAL BOX F - TD AMERITRADE | D | $195,470 | $206,683 | -$11,213 | -$11,213 |
| LONG TERM CAPITAL BOX F - TD AMERITRADE | P | $5,430 | $6,046 | -$616 | -$616 |
| CAPITAL GAIN DISTRIBUTIONS - ABBOT WELLS | P | $2,964 | $2,964 | $2,964 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $34,121 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $320,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,481,102 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042774 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $270,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,408,602 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042131 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $265,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,434,681 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048761 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $225,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,197,108 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043293 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $225,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,974,286 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045233 | DistributionYr5Rt |
| Total Distribution | 0.222192 | TotalDistributionRt |
| Average Distribution | 0.044438 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,728,130 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $343,423 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,022 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $345,445 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $370,000 | 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 | $2,022 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,022 | SubtotalAmt |
| Tax Based On Investment Income | $2,022 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,000 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $4,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $12,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9,978 | OverpaymentAmt |
| Applied To ES Tax | $9,978 | 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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| SHELDON T KATZ | ||||||||
| PO BOX 4337 | SILVER SPRING | MD | 209144337 | PRESIDENT | 0 | $0 | $0 | $0 |
| AUDREY KATZ | ||||||||
| PO BOX 4337 | SILVER SPRING | MD | 209144337 | SECRETARY | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,613,342 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $232,475 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,845,817 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,845,817 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $117,687 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,728,130 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $386,407 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $386,407 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,022 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,022 | TotalTaxAmt |
| Distributable Before Adj | $384,385 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $384,385 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $384,385 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $370,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $370,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,022 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $367,978 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $384,385 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $193,140 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $370,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $193,140 | AppliedToYear1Amt |
| Applied To Current Year | $176,860 | 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 |
| Undistributed Income CY | $207,525 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SHELDON AUDREY KATZ | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| POTOMAC CONSERVANCY | ||||||||
| PO BOX 9121 | ARLINGTON | VA | 22219 | NONE | PC | operations | $20,000 | |
| LIFE PIECES TO MASTERPIECES | ||||||||
| 1600 Otis St NE | WASHINGTON | DC | 20018 | NONE | PUBLIC CHARITY | operations | $20,000 | |
| UVA School of Architecture Foundation | ||||||||
| Campbell Hall | Charlottesville | VA | 229044122 | NONE | PUBLIC CHARITY | operations | $25,000 | PO Box 400122 |
| AFI SILVER | ||||||||
| 8633 COLESVILLE ROAD | SILVER SPRING | MD | 20910 | NONE | PUBLIC CHARITY | operations | $100,000 | |
| DC CENTRAL KITCHEN | ||||||||
| 425 SECOND STREET | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | OPERATIONS | $20,000 | |
| WASHINGTON INTERNATIONAL SCHOOL | ||||||||
| 3100 MACOMB STREET NW | WASHINGTON | DC | 20008 | NONE | PUBLIC CHARITY | FINANCIAL AID | $50,000 | |
| KIPP DC | ||||||||
| PO BOX 3080 | WASHINGTON | DC | 200613080 | none | PUBLIC CHARITY | operations | $10,000 | |
| ROUND HOUSE THEATER | ||||||||
| 4545 EAST WEST HIGHWAY | BETHESDA | MD | 20814 | NONE | PUBLIC CHARITY | OPERATIONS | $25,000 | |
| MICHAEL J FOX FOUNDATION | ||||||||
| GRAND CENTRAL STATION | NEW YORK | NY | 101634777 | NONE | PC | OPERATIONS | $25,000 | PO BOX 4777 |
| FRIENDS OF NATIONAL ZOO | ||||||||
| PO BOX 37012 MRC 5516 | WASHINGTON | DC | 200137012 | NONE | PC | OPERATIONS | $10,000 | |
| MONTGOMERY PARKS FOUNDATION | ||||||||
| 9500 BRUNETT AVENUE | SILVER SPRING | MD | 20901 | NONE | PC | OPERATIONS | $25,000 | |
| CHESAPEAKE BAY FOUNDATION | ||||||||
| 6 HERNDON AVENUE | ANNAPOLIS | MD | 21403 | NONE | PC | OPERATIONS | $15,000 | |
| COLBY COLLEGE ADAMS SCHOLARSHIP | ||||||||
| 4000 MAYFLOWER HILL DR | WATERVILLE | ME | 04901 | NONE | PC | SCHOLARSHIP | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $370,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $326 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $198,393 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $34,121 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $232,840 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $232,840 | 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 (9 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| SHELDON AUDREY KATZ | |||||||
| 1 | PO BOX 4337 | SILVER SPRING | MD | 209144337 | $57,245 | Yes (X) | |
| SHELDON AUDREY KATZ | |||||||
| 2 | PO BOX 4337 | SILVER SPRING | MD | 209144337 | $109,596 | Yes (X) | |
| SHELDON AUDREY KATZ | |||||||
| 3 | PO BOX 4337 | SILVER SPRING | MD | 209144337 | $52,370 | Yes (X) | |
| SHELDON AUDREY KATZ | |||||||
| 4 | PO BOX 4337 | SILVER SPRING | MD | 209144337 | $28,804 | Yes (X) | |
| RUSSELL S KATZ | |||||||
| 5 | PO BOX 4337 | SILVER SPRING | MD | 209144337 | $26,605 | Yes (X) | |
| SHELDON AUDREY KATZ | |||||||
| 6 | PO BOX 4337 | SILVER SPRING | MD | 209144337 | $25,000 | Yes (X) | |
| SHELDON AUDREY KATZ | |||||||
| 7 | PO BOX 4337 | SILVER SPRING | MD | 209144337 | $5,000 | Yes (X) | |
| SHELDON AUDREY KATZ | |||||||
| 8 | PO BOX 4337 | SILVER SPRING | MD | 209144337 | $10,000 | Yes (X) | |
| SHELDON AUDREY KATZ | |||||||
| 9 | PO BOX 4337 | SILVER SPRING | MD | 209144337 | $10,000 | Yes (X) | |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt |
|---|---|
| ABBOT DOWNING - WELLS FARGO | $1,938,563 |
| TD AMERITRADE | $3,279,173 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $32,119 | USGovtObligationsBookVlEOYAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY FEES | Desc |
| Revenue And Expenses Per Books | $30,656 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $30,656 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FOREIGN TAX | $2,618 |
| EXCISE TAX BASED ON INVESTMENT | $10,021 |