MAURICE N KATZ FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MAURICE N KATZ FAMILY FOUNDATION (EIN 04-6132436)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-07-16
- IRS object ID
- 201202009349100000
- Schema version
- 2011v1.2
- 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
- Accounting Fees Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-07-16T07:09:17-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592831281 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALER DONTEN LEVINE ET AL PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 SOUTH FLAGLER DR 900 | AddressLine1 |
| City | WEST PALM BEACH | City |
| State | FL | State |
| ZIP Code | 334015948 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046132436 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAURICE N KATZ FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MAUR | NameControl |
| Phone | 5615404646 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3170 S OCEAN BLVD NO 504N | AddressLine1 |
| City | PALM BEACH | City |
| State | FL | State |
| ZIP Code | 33480 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CONSTANCE GOLBER | Name |
| Title | TRUSTEE | Title |
| Phone | 5615404646 | Phone |
| Date Signed | 2012-07-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOEL H LEVINE | Name |
| PTIN | P00085421 | PTIN |
| Phone | 5618329292 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 406504 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 82 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 94 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 94 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 94 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 16124 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 16124 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 16124 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -4347 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 141539 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 11953 | TotalRevenueAndExpenses |
| Total Net Investment Income | 16218 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 16218 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 750 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 375 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 375 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 82 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1863 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 2695 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 375 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 375 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 21370 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 21370 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 24065 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 375 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 21745 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -12112 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 15843 | NetInvestmentIncome |
| Adjusted Net Income | 16218 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 316365 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 234278 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 234278 | SavingsAndTempCashInvstEOYFMV |
| Other Notes And Loans Receivable | 100000 | OtherNotesAndLoansReceivable |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Other Notes And Loans Rcvbl BOY | 100000 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 100000 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 100000 | OtherNotesAndLoansRcvblEOYFMV |
| Prepaid Expenses BOY | 120 | PrepaidExpensesBOY |
| Investments Govt Oblig BOY | 0 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 54635 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 56690 | InvestmentsGovtObligEOYFMV |
| Other Assets BOY | 0 | OtherAssetsBOY |
| Other Assets EOY | 15536 | OtherAssetsEOY |
| Other Assets EOYFMV | 15536 | OtherAssetsEOYFMV |
| Total Assets BOY | 416485 | TotalAssetsBOY |
| Total Assets EOY | 404449 | TotalAssetsEOY |
| Total Assets EOYFMV | 406504 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 300 | AccountsPayableBOY |
| Total Liabilities BOY | 300 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 416185 | RetainedEarningsBOY |
| Retained Earnings EOY | 404449 | RetainedEarningsEOY |
| Total Net Assets BOY | 416185 | TotalNetAssetsBOY |
| Total Net Assets EOY | 404449 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 416485 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 404449 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 416185 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -12112 | ExcessOfRevenueOverExpenses |
| Other Increases | 376 | OtherIncreases |
| Subtotal | 404449 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 404449 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY #082583 | P | 86247 | 87100 | -853 | -853 |
| MORGAN STANLEY SMITH BARNEY #091025 | P | 55292 | 58786 | -3494 | -3494 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -4347 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -4347 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 18334 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 407841 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.044954 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 41623 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 431944 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.096362 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 35295 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 565429 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.062422 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 47015 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 674530 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.069700 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 25070 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 265365 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.094474 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.367912 | TotalDistributionRatio |
| Average Distribution Ratio | 0.073582 | AverageDistributionRatio |
| Net Noncharitable Assets | 400324 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 29457 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 158 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 29615 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 21745 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 317 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 317 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 317 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 317 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | CONSTANCE GOLBER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5615404646 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3170 S OCEAN BLVD 504N | AddressLine1 |
| City | PALM BEACH | City |
| State | FL | State |
| ZIP Code | 33480 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| MAURICE N KATZ | ||||||||
| 3100 S OCEAN BLVD P705-S | PALM BEACH | FL | 33408 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| CONSTANCE K GOLBER | ||||||||
| 3170 S OCEAN BLVD 504N | PALM BEACH | FL | 33408 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| JEFFREY H KATZ | ||||||||
| 10 SALISBURY WAY | FARMINGTON | CT | 06032 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 165937 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 140483 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 100000 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 406420 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 406420 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 6096 | CashDeemedCharitable |
| Net Noncharitable Assets | 400324 | NetNoncharitableAssets |
| Minimum Investment Return | 20016 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 20016 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 317 | TaxBasedOnInvestmentIncome |
| Total Tax | 317 | TotalTax |
| Distributable Amount Before Adj | 19699 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 19699 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 19699 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 21745 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 21745 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 21745 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 19699 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 12375 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 14377 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 7611 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 20266 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 54629 | TotalExcessDistriCarryover |
| Qualifying Distributions | 21745 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 19699 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 2046 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 56675 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 12375 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 44300 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 14377 | ExcessFromYear4 |
| Excess From Year3 | 7611 | ExcessFromYear3 |
| Excess From Year2 | 20266 | ExcessFromYear2 |
| Excess From Current Year | 2046 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MAURICE N KATZ | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| ANTI DEFAMATION LEAGUE | ||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | PUBLIC CHARITY | UNRESTRICTED GRANT | $500 |
| FDN FOR RES IN CELL BIOLO | ||||||
| PO BOX 290088 | CHARLESTOWN | MA | 02129 | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| JEWISH FEDERATION OF PBC | ||||||
| 4601 COMMUNITY DRIVE | WEST PALM BEACH | FL | 33417 | PUBLIC CHARITY | UNRESTRICTED GRANT | $1,200 |
| TEMPLE BETH EL | ||||||
| 979 DICKINSON STREET | SPRINGFIELD | MA | 01108 | PUBLIC CHARITY | UNRESTRICTED GRANT | $2,100 |
| WGBY PUBLIC TELEVISION | ||||||
| 44 HAMPDEN STREET | SPRINGFIELD | MA | 01103 | PUBLIC CHARITY | UNRESTRICTED GRANT | $3,500 |
| JACOB'S PILLOW | ||||||
| 358 GEORGE CARTER ROAD | BECKET | MA | 01223 | PUBLIC CHARITY | UNRESTRICTED GRANT | $1,000 |
| AMERICAN INTERNATIONAL COLLEGE | ||||||
| 1000 STATE STREET | SPRINGFIELD | MA | 01109 | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| TEMPLE TORAH | ||||||
| 8600 JOG ROAD | BOYTON BEACH | FL | 33472 | PUBLIC CHARITY | UNRESTRICTED GRANT | $320 |
| SPRINGFIELD JEWISH COMMUNITY CENTER | ||||||
| 1160 DICKINSON STREET | SPRINGFIELD | MA | 01108 | PUBLIC CHARITY | UNRESTRICTED GRANT | $250 |
| WGBH PUBLIC BROADCASTING | ||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | PUBLIC CHARITY | UNRESTRICTED GRANT | $1,500 |
| BAYSTATE HEALTH FOUNDATION | ||||||
| 280 CHESTNUT STREET FOUNDATION | SPRINGFIELD | MA | 01199 | PUBLIC CHARITY | UNRESTRICTED GRANT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 21370 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $94 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $16,124 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$4,347 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $11,871 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 11871 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $750 | Amount |
| Net Investment Income | 375 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 375 | DisbursementsCharitablePrps |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 54635 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 56690 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RECEIVABLE FROM BROKER | Description |
| BOY Book Value | 0 | BOYBookValue |
| EOY Book Value | 15536 | EOYBookValue |
| EOYFMV | 15536 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| BANK CHARGES | 23 | 0 | 0 | 0 |
| NON-DEDUCTIBLE DUES | 1840 | 0 | 0 | 0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIOR PERIOD ADJUSTMENT | Description |
| Amount | $376 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | Category |
| Amount | $82 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |