Civic Intelligence

The Kat Foundation

990PF • Fiscal year 2024 • EIN 13-3749673

Aug 01, 2023 to Jul 31, 2024 • Filed on Dec 15, 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.

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

100th percentile

232%

Higher net margin than 100% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Asset Growth

10th percentile

-8.2%

Faster asset growth than 10% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$16,224,350

Down $1,450,870 (-8.2%) from 2023

Net Assets

Down

$16,215,583

Down $1,428,529 (-8.1%) from 2023

Liabilities

Down

$8,767

Down $22,341 (-72%) from 2023

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$615,142

Down $3,700,328 (-120%) from 2023

Expenses

Down

$813,387

Down $342,319 (-30%) from 2023

Net Income

Down

-$1,428,529

Down $3,358,009 (-174%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $13,636,049Liabilities 2011: $02011Assets 2012: $16,616,348Liabilities 2012: $61,0002012Assets 2013: $17,838,385Liabilities 2013: $25,2002013Assets 2014: $18,851,334Liabilities 2014: $2102014Assets 2015: $19,146,809Liabilities 2015: $408,0002015Assets 2019: $19,823,074Liabilities 2019: $50,500Net Assets 2019: $19,772,5742019Assets 2020: $18,220,195Liabilities 2020: $50,129Net Assets 2020: $18,170,0662020Assets 2021: $15,753,854Liabilities 2021: $50,350Net Assets 2021: $15,703,5042021Assets 2022: $16,042,102Liabilities 2022: $114,940Net Assets 2022: $15,927,1622022Assets 2023: $17,675,220Liabilities 2023: $31,108Net Assets 2023: $17,644,1122023Assets 2024: $16,224,350Liabilities 2024: $8,767Net Assets 2024: $16,215,5832024Assets 2025: $16,046,969Liabilities 2025: $20,810Net Assets 2025: $16,026,1592025

Highlighted filing

2024

Assets$16,224,350
Liabilities$8,767
Net Assets$16,215,583
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0MRevenue 2011: $1,824,931Expenses 2011: $296,692Net Income 2011: $1,528,2392011Revenue 2012: $5,808,972Expenses 2012: $822,785Net Income 2012: $4,986,1872012Revenue 2013: $3,008,287Expenses 2013: $934,731Net Income 2013: $2,073,5562013Revenue 2014: $1,747,708Expenses 2014: $709,769Net Income 2014: $1,037,9392014Revenue 2015: $822,658Expenses 2015: $934,973Net Income 2015: -$112,3152015Revenue 2019: $3,924,683Expenses 2019: $1,031,229Net Income 2019: $2,893,4542019Revenue 2020: -$514,708Expenses 2020: $1,087,800Net Income 2020: -$1,602,5082020Revenue 2021: -$1,337,586Expenses 2021: $1,128,976Net Income 2021: -$2,466,5622021Revenue 2022: $1,391,608Expenses 2022: $1,167,950Net Income 2022: $223,6582022Revenue 2023: $3,085,186Expenses 2023: $1,155,706Net Income 2023: $1,929,4802023Revenue 2024: -$615,142Expenses 2024: $813,387Net Income 2024: -$1,428,5292024Revenue 2025: $734,926Expenses 2025: $924,151Net Income 2025: -$189,2252025

Highlighted filing

2024

Revenue-$615,142
Expenses$813,387
Net Income-$1,428,529
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Dec 15, 2024
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE W WELLDE JRTrustee-$0--
PATRICIA A WELLDETrustee-$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
2024-12-15
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 Appendix322 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
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0NONE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0523338
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31956130
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4183847
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5596795
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt61798665
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7480058
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt84800000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt93700000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10830012
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FORTRESS CREDIT OPPS FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1GS MT. KELLET CAP PTRS FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2GRATICULE ASIA MACRO FUND LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ENLIGHTENED HOSPITALITY INVEST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4PBSV LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5FORTRESS INTELLECTUAL PROPERTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6FORTRESS LENDING FUND II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7BLACKROCK STRAT INCOME OPPS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8BBR ALO FUND LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9BBR EQUITY LONG/SHORT FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10BBR FIXED INCOME OPP FUND LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt041243
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt111704
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt32230701
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt423847
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt51166955
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt61992929
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7495612
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt85663276
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt93700000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10830012
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt071354
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-1219329
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0914
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0PARTNERSHIP INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0531919
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0-615142
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-615142
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0729704
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0729704
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt071354
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt071354
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1428529
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0459607
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt057
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0914
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0914
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt057
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-1219329
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0571404
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0900
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0900
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0531919
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0531919
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt032726
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt032726
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt050000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0730604
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt032783
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0813387
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0604187
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0-615142
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0900
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt032783
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt083683
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01122368
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt188248
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2121778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3346542
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-1122368
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-88248
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-121778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt37164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4105901
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-1122368
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-88248
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-121778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt37164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4105901
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt07164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1452443
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MOUNT KELLETT CAPITAL PARTNERS (CAYMAN) CORPORATE ACCESS LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PBSV LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FORTRESS CREDIT OPPORTUNITIES FUND (B) LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3BBR FIXED INCOME OPP FUND LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4GRATICULE ASIA MACRO FUND LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-1219329
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1428529
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt016215583
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt017644112
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt016215583
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0867706
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0867706
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0867706
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0875649
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07943
IRS990PF/DistributableAmountGrp/TotalTaxAmt07943
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt027270
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt035213
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07943
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt027270
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07943
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07943
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt035213
IRS990PF/FMVAssetsEOYAmt017510341
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt017644112
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt016215583
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt016893965
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt014868845
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt016156279
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt031108
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt08767
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0781255
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01355505
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01354062
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt017675220
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt016224350
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt017510341
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt031108
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt08767
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt017675220
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt016224350
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt017644112
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt016215583
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt017779675
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01169304
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0474105
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0266695
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt016136266
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0875649
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt017512980
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt017779675
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
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/PersonNm0GEORGE W WELLDE JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PATRICIA A WELLDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0850 Park Avenue Apt 7A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1850 Park Avenue Apt 7A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd010075
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd110075
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0730604
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0730604
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
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/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0ONE MANHATTAN WEST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0New York
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010001
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ERNST & YOUNG LLP
IRS990PF/StatementsRegardingActyGrp/PhoneNum02127733000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0GEORGE W WELLDE JR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0729704
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0850 Park Avenue Apt 7A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010075
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0729704
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/AppliedToCurrentYearAmt045953
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0684651
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0867706
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0730604
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0821753
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0684651
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0750
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1150
OtherIncomeSchedule2/OtherIncomeDetail/Desc0partnership income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0531919
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0531919
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt031108
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0AMERICAN EXPRESS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt08767
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt032726
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt032726
TaxesSchedule/TaxesDetail/Amt050000
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAXES
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0George Wellde
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05186405000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Kat Foundation
ReturnHeader/Filer/BusinessNameControlTxt0KAT
ReturnHeader/Filer/EIN0133749673
ReturnHeader/Filer/InCareOfNm0% ERNST & YOUNG LLP
ReturnHeader/Filer/PhoneNum02127733000
ReturnHeader/Filer/USAddress/AddressLine1Txt0850 Park Avenue Apt 7A
ReturnHeader/Filer/USAddress/CityNm0New York
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010075
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One Manhattan West
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010001
ReturnHeader/PreparerPersonGrp/PhoneNum02127733000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christine DiIonna
ReturnHeader/ReturnTs02025-04-25T15:17:46-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,224,350
Liabilities
$8,767
Net assets
$16,215,583
Revenue
-$615,142
Expenses
$813,387
Net income
-$1,428,529
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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