Civic Intelligence

Charlotte & Harry Katz Foundation Inc.

990PF • Fiscal year 2017 • EIN 11-3295712

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 26, 2018

Organization Profile
76-19 171st StreetFlushing, NY 11366

(718) 591-4921

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

76th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • NTEE T • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

76th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • NTEE T • $500k-$1M nonprofits • Source year 2017

Net Margin

56th percentile

12%

Higher net margin than 56% of similar nonprofits.

2017 filings • NTEE T • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • NTEE T • $500k-$1M nonprofits • Source year 2017

Asset Growth

58th percentile

2.7%

Faster asset growth than 58% of similar nonprofits.

2017 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

44th percentile

6.5%

Faster revenue growth than 44% of similar nonprofits.

2017 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$805,161

Up $21,004 (+2.7%) from 2016

Net Assets

Up

$805,161

Up $21,004 (+2.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin56th percentile

Revenue

Up

$171,728

Up $10,428 (+6.5%) from 2016

Expenses

Up

$150,724

Up $91,829 (+156%) from 2016

Net Income

Down

$21,004

Down $81,401 (-79%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $627,172Liabilities 2011: $0Net Assets 2011: $627,1722011Assets 2012: $534,017Liabilities 2012: $0Net Assets 2012: $534,0172012Assets 2013: $519,470Liabilities 2013: $0Net Assets 2013: $519,4702013Assets 2014: $619,360Liabilities 2014: $0Net Assets 2014: $619,3602014Assets 2015: $681,752Liabilities 2015: $0Net Assets 2015: $681,7522015Assets 2016: $784,157Liabilities 2016: $0Net Assets 2016: $784,1572016Assets 2017: $805,161Liabilities 2017: $0Net Assets 2017: $805,1612017Assets 2018: $983,332Liabilities 2018: $0Net Assets 2018: $983,3322018Assets 2019: $872,107Liabilities 2019: $0Net Assets 2019: $872,1072019Assets 2020: $1,737,770Liabilities 2020: $0Net Assets 2020: $1,737,7702020Assets 2021: $1,768,057Liabilities 2021: $0Net Assets 2021: $1,768,0572021Assets 2022: $1,644,363Liabilities 2022: $0Net Assets 2022: $1,644,3632022Assets 2023: $1,576,381Liabilities 2023: $0Net Assets 2023: $1,576,3812023Assets 2024: $1,640,421Liabilities 2024: $625Net Assets 2024: $1,639,7962024

Highlighted filing

2017

Assets$805,161
Liabilities$0
Net Assets$805,161
Open 2017 Filing

Operations Trend

Revenue Growth44th percentile

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

$1.0M$500K$0-$500KExpenses 2011: $65,3772011Expenses 2012: $99,1802012Revenue 2013: $84,795Expenses 2013: $99,342Net Income 2013: -$14,5472013Revenue 2014: $209,896Expenses 2014: $110,006Net Income 2014: $99,8902014Revenue 2015: $208,840Expenses 2015: $146,448Net Income 2015: $62,3922015Revenue 2016: $161,300Expenses 2016: $58,895Net Income 2016: $102,4052016Revenue 2017: $171,728Expenses 2017: $150,724Net Income 2017: $21,0042017Revenue 2018: $257,482Expenses 2018: $79,311Net Income 2018: $178,1712018Revenue 2019: -$43,151Expenses 2019: $68,074Net Income 2019: -$111,2252019Revenue 2020: $976,791Expenses 2020: $191,128Net Income 2020: $785,6632020Revenue 2021: $237,252Expenses 2021: $206,965Net Income 2021: $30,2872021Revenue 2022: $40,827Expenses 2022: $164,521Net Income 2022: -$123,6942022Revenue 2023: $82,859Expenses 2023: $150,841Net Income 2023: -$67,9822023Revenue 2024: $183,162Expenses 2024: $119,747Net Income 2024: $63,4152024

Highlighted filing

2017

Revenue$171,728
Expenses$150,724
Net Income$21,004
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 26, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HARRY KATZPresident-$0--
CHARLOTTE KATZVice PresidePT$0--
Filing and Contact Details

Filer

Filer Name
Charlotte & Harry Katz Foundation
EIN
11-3295712
Phone
7185914921
Address
76-19 171ST STREET, FLUSHING, NY 11366

Signing Officer

Name
Harry Katz
Title
President
Phone
7185914921
Signed
2018-04-26
Discuss with paid preparer
Yes

Preparer

Firm
Hoffman & Bentovim Cpas Pc
Address
6500 JERICHO TURNPIKE STE 206, COMMACK, NY 11725-2907
Preparer
Adam C Hoffman
Phone
6314991500
Raw XML Appendix299 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt01500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0PROFESSIONAL FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01500
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02017-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12017-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt22015-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt32015-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt42013-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc010000SH CONSTELLATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc112400SH PENSARE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc25119SH RADA
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc39881SH RADA
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc410000SH CRIUS ENERGY
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt0100000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1124000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt212593
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt324307
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt499790
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt0101897
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1124555
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt27729
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt312378
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt476816
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt3PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt4PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02017-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12017-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22017-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32017-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42017-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt01897
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1555
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2-4864
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3-11929
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt4-22974
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0263656
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1125000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0218508
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1125000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0INVESTMENTS IN CHARDAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1INVESTMENT IN 340B
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt08133
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-37315
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt0910
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0-28272
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-28272
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0148898
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0148898
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0200000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt08133
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt08133
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt021004
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0323375
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0910
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0910
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-37315
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt09043
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0326
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0326
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0150724
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0150724
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt09043
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0171728
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01826
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01826
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt021004
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0805161
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0784157
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0805161
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt030732
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt030732
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt030732
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt030913
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0181
IRS990PF/DistributableAmountGrp/TotalTaxAmt0181
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0181
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0181
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0181
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0181
IRS990PF/FMVAssetsEOYAmt0759808
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0354251
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0416300
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0416300
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0425346
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0388656
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0343508
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt04560
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0205
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0784157
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0805161
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0784157
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0805161
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0759808
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0784157
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0805161
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0784157
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0805161
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0627674
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0321864
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0180810
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt09415
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0125000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt030913
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0618259
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0627674
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
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/PersonNm0HARRY KATZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CHARLOTTE KATZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt076-19 171ST STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt176-19 171ST STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0FLUSHING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1FLUSHING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd011366
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd111366
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0184765
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0184855
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt058895
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0146337
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0109857
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt089334
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt095599
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.298848
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.144174
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.470049
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.420163
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.287692
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.172163
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt090
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0618259
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0408499
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0311323
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0261463
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0310520
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0555281
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0150724
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.494241
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0150724
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0150724
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0150724
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CHARLOTTE KATZ
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt076-19 171ST STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FLUSHING
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd011366
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07185914921
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0148898
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE CONTRIBUTIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt076-19 171ST STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FLUSHING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd011366
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0148898
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt030732
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt030732
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt038696
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0130993
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt097082
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt073998
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt067835
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt067835
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0460761
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0119992
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt038696
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0130993
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt097082
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt073998
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0150724
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0119992
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0528596
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0408604
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0HARRY CHARLOTTE KATZ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt076-19 171ST ST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0FLUSHING
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd011366
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0200000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt04560
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0UNREALIZED CURRENCY LOSS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0205
TaxesSchedule/TaxesDetail/Amt0100
TaxesSchedule/TaxesDetail/Amt1226
TaxesSchedule/TaxesDetail/CategoryTxt0PROFESSIONAL LICENSES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0100
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1226
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HARRY KATZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07185914921
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLOTTE & HARRY KATZ FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0113295712
ReturnHeader/Filer/PhoneNum07185914921
ReturnHeader/Filer/USAddress/AddressLine1Txt076-19 171ST STREET
ReturnHeader/Filer/USAddress/CityNm0FLUSHING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011366
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId018DA5A22B8E4C374C3C4699D3DE789C4FC45BB1B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId082B2CEC62F4C4F7B6315476681B7CC814E61FCC7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.220.49.194
ReturnHeader/FilingSecurityInformation/IPDt02018-04-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:42:33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0113123454
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOFFMAN & BENTOVIM CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06500 JERICHO TURNPIKE STE 206
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COMMACK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0117252907
ReturnHeader/PreparerPersonGrp/PhoneNum06314991500
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ADAM C HOFFMAN
ReturnHeader/ReturnTs02018-04-27T16:42:33-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$805,161
Liabilities
$0
Net assets
$805,161
Revenue
$171,728
Expenses
$150,724
Net income
$21,004
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.18$0.12$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.08$0.15$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.04$0.16$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.24$0.21$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.98$0.19$0.79
2019Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.04$0.07$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.26$0.08$0.18
2017Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.17$0.15$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.16$0.06$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.21$0.15$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.21$0.11$0.10
2013Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.08$0.10$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.10
2011Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.07