Civic Intelligence

Katz Family Foundation

990PF • Fiscal year 2017 • EIN 04-2947276

Dec 01, 2016 to Nov 30, 2017 • Filed on Oct 03, 2018

Organization Profile
409 Summit AvenueMill Valley, CA 94941

(415) 381-4800

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$2,053,169

Flat from 2017

Net Assets

Up

$2,053,169

Up $20,000 (+1.0%) from 2017

Liabilities

Down

$0

Down $20,000 (-100%) from 2017

Revenue And Expenses

Revenue

Flat

$307,888

Flat from 2017

Expenses

Down

$129,556

Down $20,000 (-13%) from 2017

Net Income

Up

$178,332

Up $20,000 (+13%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,962,097Liabilities 2011: $02011Assets 2012: $2,250,606Liabilities 2012: $42,7002012Assets 2013: $2,165,384Liabilities 2013: $18,5982013Assets 2014: $2,033,616Liabilities 2014: $18,598Net Assets 2014: $2,015,0182014Assets 2015: $1,942,446Liabilities 2015: $0Net Assets 2015: $1,942,4462015Assets 2016: $1,875,210Liabilities 2016: $0Net Assets 2016: $1,875,2102016Assets 2017: $2,053,169Liabilities 2017: $0Net Assets 2017: $2,053,1692017Assets 2017: $2,053,169Liabilities 2017: $20,000Net Assets 2017: $2,033,1692017Assets 2018: $2,043,350Liabilities 2018: $0Net Assets 2018: $2,043,3502018Assets 2019: $1,999,829Liabilities 2019: $0Net Assets 2019: $1,999,8292019Assets 2020: $2,065,816Liabilities 2020: $0Net Assets 2020: $2,065,8162020Assets 2021: $2,039,979Liabilities 2021: $0Net Assets 2021: $2,039,9792021Assets 2022: $2,030,195Liabilities 2022: $0Net Assets 2022: $2,030,1952022Assets 2023: $1,879,014Liabilities 2023: $0Net Assets 2023: $1,879,0142023Assets 2024: $1,889,956Liabilities 2024: $0Net Assets 2024: $1,889,9562024

Highlighted filing

2017

Assets$2,053,169
Liabilities$0
Net Assets$2,053,169
Open 2017 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$500K$0-$500K-$1.0MRevenue 2011: $80,979Expenses 2011: $197,723Net Income 2011: -$116,7442011Revenue 2012: -$424,207Expenses 2012: $163,070Net Income 2012: -$587,2772012Revenue 2013: $144,241Expenses 2013: $205,361Net Income 2013: -$61,1202013Revenue 2014: $51,430Expenses 2014: $181,804Net Income 2014: -$130,3742014Revenue 2015: $86,339Expenses 2015: $165,268Net Income 2015: -$78,9292015Revenue 2016: $46,087Expenses 2016: $107,833Net Income 2016: -$61,7462016Revenue 2017: $307,888Expenses 2017: $129,556Net Income 2017: $178,3322017Revenue 2017: $307,888Expenses 2017: $149,556Net Income 2017: $158,3322017Revenue 2018: $143,811Expenses 2018: $133,630Net Income 2018: $10,1812018Revenue 2019: $24,221Expenses 2019: $67,742Net Income 2019: -$43,5212019Revenue 2020: $99,472Expenses 2020: $36,535Net Income 2020: $62,9372020Revenue 2021: $2,157Expenses 2021: $27,995Net Income 2021: -$25,8382021Revenue 2022: $6,531Expenses 2022: $17,776Net Income 2022: -$11,2452022Revenue 2023: $62,725Expenses 2023: $378,161Net Income 2023: -$315,4362023Revenue 2024: $74,045Expenses 2024: $63,103Net Income 2024: $10,9422024

Highlighted filing

2017

Revenue$307,888
Expenses$129,556
Net Income$178,332
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2016 to Nov 30, 2017
Signed
Oct 3, 2018
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE KATZ CO KATZ FAMILY FOUNDATIOTrustee-$0--
ROGER KATZ CO KATZ FAMILY FOUNDATIOTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Katz Family Foundation
EIN
04-2947276
Phone
4153814800
Address
409 Summit Avenue, Mill Valley, CA 94941

Signing Officer

Name
Bruce Katz
Title
Trustee
Phone
4153814800
Signed
2018-10-03
Discuss with paid preparer
Yes

Preparer

Firm
Bpm Llp
Address
600 California Street Suite 600, San Francisco, CA 94108
Preparer
Selena Yeung
Phone
4154215757
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt08514
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt08514
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0698
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0733
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt092159
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt037397
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0129556
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0125353
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0307888
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt07659
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt037397
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt045056
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01837090
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt051759
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19725
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt051759
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19725
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01888849
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19725
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt061484
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0178332
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0373
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02053542
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01875210
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02053169
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0103093
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0103093
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0103093
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0104852
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01759
IRS990PF/DistributableAmountGrp/TotalTaxAmt01759
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt01000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt019
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt056
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01759
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01759
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01759
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0722
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01056
IRS990PF/FMVAssetsEOYAmt02192524
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt014519
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0101873
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0101873
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01673120
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01765627
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01904982
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0183242
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0180839
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0180839
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01875210
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02053169
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt04329
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt04830
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt04830
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01875210
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02053169
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02192524
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01875210
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02053169
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01875210
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02053169
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02128979
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0136227
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01992752
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt031935
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0104852
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02097044
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02128979
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BRUCE KATZ CO KATZ FAMILY FOUNDATIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROGER KATZ CO KATZ FAMILY FOUNDATIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0409 SUMMIT AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1409 SUMMIT AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MILL VALLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MILL VALLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094941
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194941
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0152937
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0153817
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt096035
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0152264
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0165847
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0187491
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0130587
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.072930
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.055381
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.074197
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.076284
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.092861
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.065925
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0880
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02097044
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01734088
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02052157
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02174069
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02019056
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01980843
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt092159
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.364648
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt092159
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt092159
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt092159
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,053,169
Liabilities
$0
Net assets
$2,053,169
Revenue
$307,888
Expenses
$129,556
Net income
$178,332
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.07$0.06$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.06$0.38$0.32
2022Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.01$0.02$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.00$0.03$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.10$0.04$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.02$0.07$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.14$0.13$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.31$0.13$0.18
2017Detailed filing. Detailed filing data is available for this year.$2.05$0.02$2.03$0.31$0.15$0.16
2016Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.05$0.11$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.09$0.17$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.03$0.02$2.02$0.05$0.18$0.13
2013Summary only. Only limited summary data is available for this year.$2.17$0.02$0.14$0.21$0.06
2012Summary only. Only limited summary data is available for this year.$2.25$0.04$0.42$0.16$0.59
2011Summary only. Only limited summary data is available for this year.$3.96$0.00$0.08$0.20$0.12