Maurice N Katz Family Foundation in Palm Beach, Florida (FL)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Florida
| Maurice N Katz Family Foundation | |
| Employer Identification Number (EIN) | 046132436 |
| Name of Organization | Maurice N Katz Family Foundation |
| Address | 3170 S Ocean Blvd Apt 504n, Palm Beach, FL 33480-5634 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 06/1966 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 12/2012 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $194,294 |
| Amount of Income | $73,683 |
| Form 990 Revenue Amount | $11,953 |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $10,793 | $10,933 | $10,933 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $25 | |||
| Dividends and interest from securities | $9,333 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $1,575 | |||
| Total expenses and disbursements | $220,948 | $1,045 | $0 | $211,297 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $10,696 | $1,045 | $1,045 | |
| Contributions, gifts, grants paid | $210,252 | |||
| Excess of revenue over expenses and disbursements | $-210,155 | |||
| Net investment income | $9,888 | |||
| Adjusted net income | $10,933 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $194,294 | $195,784 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $119,150 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $75,144 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $194,294 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-140 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $99 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $99 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $333,257 |
| Net value of noncharitable-use assets | $328,260 |
| Minimum investment return | $16,413 |
| Distributable Amount (for 2012) | |
| Distributable amount | $16,314 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $16,314 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Other organizations in Florida | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Mattie Lou O Kelley Tr Uw Fbo High Museum Of Art And Am Folk Art | PO BOX 1908, Orlando, FL 32802-1908 | FL | 2000-02 | $1,132,868 |
| 2 | Mattison Foundation Inc | 3330 Bridgegate Dr, Jupiter, FL 33477-1334 | FL | 1983-06 | $9 |
| 3 | Mature Animals For Mature Adults, M A M A | 540 24th Ct, Vero Beach, FL 32962-1388 | FL | 1991-05 | $21,038 |
| 4 | Matzkin Family Foundation Inc | 1 S School Ave Ste 1000, Sarasota, FL 34237-6046 | FL | 2005-07 | $0 |
| 5 | Maud Lowrie Cosgrove Trust 51 1101560 | PO BOX 1908, Orlando, FL 32802-1908 | FL | 1945-06 | $6,231 |
| 6 | Mauldin Foundation Inc | PO BOX 1908, Orlando, FL 32802-1908 | FL | 1989-03 | $139 |
| 7 | Maurice A & Thelma P Rothman Family Foundation Inc | 5700 70th Ave, Pinellas Park, FL 33781-4238 | FL | 1981-03 | $4,022,868 |
| 8 | Maurice Gelina & Barbara Mcclees Foundation | 200 S Biscayne Blvd, Miami, FL 33131-2310 | FL | 2003-10 | $294,228 |
| 9 | Maurice Gusman Foundation Inc | 12585 Sw 69th Ave, Miami, FL 33156-6216 | FL | 1959-09 | $33,241 |
| 10 | Maurice L Hughes Trust Uw Fbo Virginia B Hughes | PO BOX 1908, Orlando, FL 32802-1908 | FL | $602,216 | |
| 11 | Maurice N Katz Family Foundation | 3170 S Ocean Blvd Apt 504n, Palm Beach, FL 33480-5634 | FL | 1966-06 | $73,683 |
| 12 | Max & Al Jeane Beach Foundation Inc | 401 S Lincoln Ave, Clearwater, FL 33756-5825 | FL | 2006-01 | $822,360 |
| 13 | Max & Evelyn Schacknow Foundation Inc | 15 Sheldrake Ln, Palm Bch Gdns, FL 33418-6831 | FL | 1994-10 | $1,947,576 |
| 14 | Max & Rika Knopf Foundation | 3535 Indian Creek Dr Apt 204, Miami Beach, FL 33140-4037 | FL | 1989-06 | $461,788 |
| 15 | Max & Rosa Gold Foundation Inc | C/O Hope Master 917 Eagle Drive, St Augustine, FL 32086 | FL | 1963-05 | $213,834 |
| 16 | Max & Ruth Oltarsh Foundation Inc | 4564 Bocaire Blvd, Boca Raton, FL 33487-1155 | FL | 1947-09 | $465,119 |
| 17 | Max And Dora Cooper Family Foundation | 4116 Bocaire Blvd, Boca Raton, FL 33487-1148 | FL | 1967-09 | $4,629 |
| 18 | Max And Yetta Karasik Family Foundation | 700 Brickell Ave, Miami, FL 33131-2810 | FL | 1999-10 | $492,360 |
| 19 | Max B Tharpe Charitable Foundation Inc | 2081 Ne 56th St Apt 205, Ft Lauderdale, FL 33308-2533 | FL | 2008-03 | $1,370,952 |
| 20 | Max H Pearson Foundation | 2700 N Ocean Dr Apt 1502a, Riviera Beach, FL 33404-4777 | FL | 2006-05 | $28 |
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