The Kat Foundation

990PF • Fiscal year 2023 • EIN 13-3749673

Aug 01, 2022 to Jul 31, 2023 • Filed on Jun 10, 2024

Organization Profile

850 Park Avenue Apt 7ANew York, NY 10075

(212) 773-3000

Siviq Scores

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

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

0.01x

Higher debt load relative to revenue than 24% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

63%

Higher net margin than 91% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Higher top officer pay than 24% of similar nonprofits.

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

2023 filings • $10M-$25M nonprofits • Source year 2023

10%

Faster asset growth than 66% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

122%

Faster revenue growth than 92% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets24th percentile

Assets

$17,675,220

Up $1,633,118 (+10%) from 2022

Net Assets

$17,644,112

Up $1,716,950 (+11%) from 2022

Liabilities

Down

$31,108

Down $83,832 (-73%) from 2022

Revenue And Expenses

Liabilities / Revenue24th percentile Net Margin91st percentile

Revenue

$3,085,186

Up $1,693,578 (+122%) from 2022

Expenses

Down

$1,155,706

Down $12,244 (-1.0%) from 2022

Net Income

$1,929,480

Up $1,705,822 (+763%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

Highlighted filing

2023

Assets$17,675,220

Liabilities$31,108

Net Assets$17,644,112

Open 2023 Filing

Operations Trend

Revenue Growth92nd percentile

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

Highlighted filing

2023

Revenue$3,085,186

Expenses$1,155,706

Net Income$1,929,480

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Aug 1, 2022 to Jul 31, 2023
Signed: Jun 10, 2024
Return Version: 2022v5.0

Compensation and Service Providers

Top Officer Pay24th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
GEORGE W WELLDE JR	Trustee	-	$0	-	-
PATRICIA A WELLDE	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Kat Foundation
EIN: 13-3749673
In Care Of: % ERNST & YOUNG LLP
Phone: 2127733000
Address: 850 Park Avenue Apt 7A, New York, NY 10075

Signing Officer

Name: George Wellde
Title: Trustee
Phone: 5186405000
Signed: 2024-06-10
Discuss with paid preparer: Yes

Preparer

Firm: Ernst & Young US Llp
Address: ONE MANHATTAN WEST, NEW YORK, NY 10001
Preparer: Christine DiIonna
Phone: 2127733000

Raw XML Appendix369 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/Amt	0	47796
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	23898
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	23898
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc	0	NONE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	0
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	1	0
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	0
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	1	0
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	GS 826 - SEE ATTACHED LIST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	1	GS 125 - SEE ATTACHED LIST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	660046
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	1	1067218
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	2	346542
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	3	1921876
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	4	459998
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	5	736369
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	6	1942313
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	7	459603
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	8	4800000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	9	3700000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	10	800000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	FORTRESS CREDIT OPPS FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	1	GS MT. KELLET CAP PTRS FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	2	GRATICULE ASIA MACRO FUND LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	3	ENLIGHTENED HOSPITALITY INVEST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	4	PBSV LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	5	FORTRESS INTELLECTUAL PROPERTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	6	FORTRESS LENDING FUND II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	7	BLACKROCK STRA INCO- CS 4806
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	8	BBR ALO FUND LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	9	BBR EQUITY LONG/SHORT FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	10	BBR FIXED INCOME OPP FUND LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	57694
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	1	36826
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	2	498821
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	3	1912830
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	4	459999
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	5	1195986
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	6	2273033
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	7	459605
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	8	4800000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	9	3700000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	10	800000
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt	0	181577
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	1988046
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	30166
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc	0	PASSTHROUGH INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc	1	TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt	0	272470
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt	1	592
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd	0	01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	2472851
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	2472851
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt	0	23898
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt	0	23898
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	47796
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	1988046
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	1004673
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	1004673
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	612335
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	172971
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	181577
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	1929480
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	7505202
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt	0	61
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	30166
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	30166
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt	0	61
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	1988046
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	2357366
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt	0	157
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	257
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt	0	272470
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt	0	273062
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt	0	76363
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	76363
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	5965
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	26556
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	1028728
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	106287
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	1155706
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	2463653
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	3085186
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	24055
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	106287
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	151033
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	5517156
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	992278
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	30406
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	2	344685
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	4	257108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	5	85673
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	992278
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	30406
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	2	344685
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	4	257108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	5	85673
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	6509434
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	1	30406
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	2	344685
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	3	277896
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	4	257108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	5	85673
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	2	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	3	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	4	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	GAINS ON DISPOSAL-GS MEZZ PTRS 2006, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	GAINS THROUGH GRATICULE ASIA MACRO FUND LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	3	GAINS THROUGH ENLIGHTENED HOSPITALITY INVEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	4	GAINS THROUGH PBSV LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	5	GAINS THROUGH FORTRESS CR OPP FUND B LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	1988046
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	1929480
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	212530
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	17856642
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	15927162
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	17644112
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	816146
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	816146
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	816146
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	848913
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	32767
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	32767
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	5766
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	18533
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt	0	20000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	32767
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt	0	5766
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	32767
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	32767
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	38533
IRS990PF/FMVAssetsEOYAmt	0	16975435
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	15927162
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	17644112
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	4570893
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	7413254
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	16893965
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	16194794
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt	0	114940
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt	0	31108
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	4057955
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	781255
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	780641
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	16042102
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	17675220
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	16975435
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	114940
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	31108
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	16042102
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	17675220
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	15927162
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	17644112
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	17236814
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	2929892
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	3739537
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	258552
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	10567385
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	848913
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	16978262
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	17236814
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	1.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	GEORGE W WELLDE JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	PATRICIA A WELLDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	850 Park Avenue Apt 7A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	850 Park Avenue Apt 7A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	10075
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	1	10075
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt	0	0
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt	0	1028728
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	1028728
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt	0	0
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt	0	0
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	ONE MANHATTAN WEST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	New York
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	10001
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	ERNST & YOUNG LLP
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	2127733000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	GEORGE W WELLDE JR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	1004673
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	SEE ATTACHED LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	850 Park Avenue Apt 7A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	10075
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	1004673
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	131495
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	897233
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	816146
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2019
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2018
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	1028728
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	684651
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	897233
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	PATRICIA A WELLDE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	850 PARK AVENUE APT 7 A
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	10075
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	612335
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	0	1
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	0	612335
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	0	99,405 SHS Bollore SE
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	0	2023-03-23
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	212530
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	1	0
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	APPRECIATION OVER DONOR'S COST BASIS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	1	FOR STOCK DONATED TO FOUNDATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	157
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	157
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	PASSTHROUGH INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	272470
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	272470
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	592
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt	0	114940
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc	0	AMERICAN EXPRESS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt	0	31108
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	76363
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	76363
TaxesSchedule/TaxesDetail/Amt	0	5965
TaxesSchedule/TaxesDetail/Amt	1	20591
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	1	FEDERAL EXCISE TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	5965
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	3
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	George Wellde
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5186405000
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2024-06-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	The Kat Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	KATF
ReturnHeader/Filer/EIN	0	133749673
ReturnHeader/Filer/InCareOfNm	0	% ERNST & YOUNG LLP
ReturnHeader/Filer/PhoneNum	0	2127733000
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	850 Park Avenue Apt 7A
ReturnHeader/Filer/USAddress/CityNm	0	New York
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NY
ReturnHeader/Filer/USAddress/ZIPCd	0	10075
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	ONE MANHATTAN WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	10001
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2127733000
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2024-06-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Christine DiIonna
ReturnHeader/ReturnTs	0	2024-06-11T09:25:33-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	George
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	Wellde
ReturnHeader/TaxPeriodBeginDt	0	2022-08-01
ReturnHeader/TaxPeriodEndDt	0	2023-07-31
ReturnHeader/TaxYr	0	2022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $17,675,220
Liabilities: $31,108
Net assets: $17,644,112
Revenue: $3,085,186
Expenses: $1,155,706
Net income: $1,929,480

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$16.0	$0.02	$16.0	$0.73	$0.92	$0.19
2024Detailed filing. Detailed filing data is available for this year.	$16.2	$0.01	$16.2	$0.62	$0.81	$1.43
2023Detailed filing. Detailed filing data is available for this year.	$17.7	$0.03	$17.6	$3.09	$1.16	$1.93
2022Detailed filing. Detailed filing data is available for this year.	$16.0	$0.11	$15.9	$1.39	$1.17	$0.22
2021Detailed filing. Detailed filing data is available for this year.	$15.8	$0.05	$15.7	$1.34	$1.13	$2.47
2020Detailed filing. Detailed filing data is available for this year.	$18.2	$0.05	$18.2	$0.51	$1.09	$1.60
2019Detailed filing. Detailed filing data is available for this year.	$19.8	$0.05	$19.8	$3.92	$1.03	$2.89
2015Summary only. Only limited summary data is available for this year.	$19.1	$0.41		$0.82	$0.93	$0.11
2014Summary only. Only limited summary data is available for this year.	$18.9	$0.00		$1.75	$0.71	$1.04
2013Summary only. Only limited summary data is available for this year.	$17.8	$0.03		$3.01	$0.93	$2.07
2012Summary only. Only limited summary data is available for this year.	$16.6	$0.06		$5.81	$0.82	$4.99
2011Summary only. Only limited summary data is available for this year.	$13.6	$0.00		$1.82	$0.30	$1.53