Civic Intelligence

Katz Family Foundation Inc.

990T • Fiscal year 2023 • EIN 13-3980692

Jan 01, 2023 to Dec 31, 2023 • Filed on May 15, 2024

Organization Profile
300 Seminole Avenue 4CPalm Beach, FL 33480

(917) 969-5575

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

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No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,878,082Liabilities 2011: $1202011Assets 2012: $1,613,822Liabilities 2012: $370Net Assets 2012: $1,613,4522012Assets 2013: $1,740,308Liabilities 2013: $620Net Assets 2013: $1,739,6882013Assets 2014: $1,467,201Liabilities 2014: $370Net Assets 2014: $1,466,8312014Assets 2015: $1,522,411Liabilities 2015: $4,180Net Assets 2015: $1,518,2312015Assets 2016: $1,479,800Liabilities 2016: $0Net Assets 2016: $1,479,8002016Assets 2017: $1,358,763Liabilities 2017: $238Net Assets 2017: $1,358,5252017Assets 2018: $1,301,113Liabilities 2018: $896Net Assets 2018: $1,300,2172018Assets 2019: $1,293,140Liabilities 2019: $4,104Net Assets 2019: $1,289,0362019Assets 2020: $1,793,191Liabilities 2020: $10,823Net Assets 2020: $1,782,3682020Assets 2021: $1,972,137Liabilities 2021: $4,899Net Assets 2021: $1,967,2382021Assets 2022: $1,930,065Liabilities 2022: $14,627Net Assets 2022: $1,915,4382022Assets 2023: $1,807,071Liabilities 2023: $8,250Net Assets 2023: $1,798,8212023Assets 2024: $2,035,757Liabilities 2024: $6,250Net Assets 2024: $2,029,5072024

Latest loaded filing

2024

Assets$2,035,757
Liabilities$6,250
Net Assets$2,029,507
Open 2024 Filing

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $172,891Expenses 2011: $99,477Net Income 2011: $73,4142011Expenses 2012: $59,3692012Revenue 2013: $217,374Expenses 2013: $91,138Net Income 2013: $126,2362013Revenue 2014: -$196,056Expenses 2014: $76,801Net Income 2014: -$272,8572014Revenue 2015: $134,911Expenses 2015: $83,511Net Income 2015: $51,4002015Revenue 2016: $26,263Expenses 2016: $68,194Net Income 2016: -$41,9312016Revenue 2017: $25,921Expenses 2017: $71,433Net Income 2017: -$45,5122017Revenue 2018: $24,471Expenses 2018: $82,779Net Income 2018: -$58,3082018Revenue 2019: $92,386Expenses 2019: $103,567Net Income 2019: -$11,1812019Revenue 2020: $600,645Expenses 2020: $107,313Net Income 2020: $493,3322020Revenue 2021: $291,407Expenses 2021: $106,537Net Income 2021: $184,8702021Revenue 2022: $78,609Expenses 2022: $130,368Net Income 2022: -$51,7592022Revenue 2023: $6,365Expenses 2023: $122,982Net Income 2023: -$116,6172023Revenue 2024: $365,726Expenses 2024: $135,040Net Income 2024: $230,6862024

Latest loaded filing

2024

Revenue$365,726
Expenses$135,040
Net Income$230,686
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v6.0
Filing and Contact Details

Filer

Filer Name
Katz Family Foundation Inc
EIN
13-3980692
Phone
9179695575
Address
300 SEMINOLE AVENUE 4C, Palm Beach, FL 33480

Signing Officer

Name
Stanley Katz
Title
President
Phone
2123171777
Signed
2024-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Pradeep K Gupta CPA Pc
Address
425 Broadhollow Road, Melville, NY 11747
Preparer
Pradeep K Gupta CPA PC
Phone
6316239800
Raw XML Appendix123 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
IRS4626/CAMTGrp/AFSIAmt00
IRS4626/CAMTGrp/AFSIBeforeFSNOLCarryoverAmt0-3263
IRS4626/CAMTGrp/AFSNetIncmLossBfrAdjAmt0-3263
IRS4626/CAMTGrp/CnsldtNetIncmLossPerAFSAmt0-3263
IRS4626/CtrlGrpTreatedSingleEmplrInd00
IRS4626/FPMGMemberInd00
IRS990T/AvlblPre2018NOLCarryoverAmt03847
IRS990T/BooksInCareOfDetail/PersonNm0Stanley Katz President
IRS990T/BooksInCareOfDetail/PhoneNum09179695575
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0300 SEMINOLE AVENUE APT 4C
IRS990T/BooksInCareOfDetail/USAddress/CityNm0PALM BEACH
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd033480
IRS990T/BookValueAssetsEOYAmt01807071
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt02
IRS990T/NetOperatingLossDeductionAmt049
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt08549
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0900001
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt10
IRS990TScheduleA/OfficerDirTrstCompGrp/PersonNm0None
IRS990TScheduleA/OfficerDirTrstCompGrp/TimeDevotedToBusinessPct00.00000
IRS990TScheduleA/OfficerDirTrstCompGrp/UnrelatedBusinessCompAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0900001
IRS990TScheduleA/PrincipalBusinessActivityCd1900001
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceReferenceNum12
IRS990TScheduleA/SequenceTotalNum02
IRS990TScheduleA/SequenceTotalNum12
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalAllocableDeductionsAmt10
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt10
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt10
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionsAmt10
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt10
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt10
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt10
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt10
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt10
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt10
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-2312
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt149
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentDeductionsAmt10
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalRentIncomeAmt10
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt10
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt10
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-2312
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt149
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-2312
IRS990TScheduleA/TotUnrltTrdBusIncmAmt149
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt10
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT ACTIVITY FROM LIMITED PARTNERSHIPS
IRS990TScheduleA/TradeOrBusinessDesc1INVESTMENT ACTIVITY FROM LIMITED PARTNERSHIPS
IRS990TScheduleA/UBIBeforeNOLDedAmt0-2312
IRS990TScheduleA/UBIBeforeNOLDedAmt149
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-2312
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt149
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt049
IRS990T/TotalUBTIComputedAmt049
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Stanley Katz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02123171777
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Katz Family Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0KATZ
ReturnHeader/Filer/EIN0133980692
ReturnHeader/Filer/PhoneNum09179695575
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 SEMINOLE AVENUE 4C
ReturnHeader/Filer/USAddress/CityNm0Palm Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033480
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0113353030
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRADEEP K GUPTA CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0425 Broadhollow Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Melville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011747
ReturnHeader/PreparerPersonGrp/PhoneNum06316239800
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Pradeep K Gupta CPA PC
ReturnHeader/ReturnTs02024-05-14T10:51:01-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Stanley
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Katz
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.04$0.01$2.03$0.37$0.14$0.23
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$0.01$1.80$0.01$0.12$0.12
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Detailed filing. Detailed filing data is available for this year.$1.93$0.01$1.92$0.08$0.13$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.97$0.00$1.97$0.29$0.11$0.18
2020Detailed filing. Detailed filing data is available for this year.$1.79$0.01$1.78$0.60$0.11$0.49
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.00$1.29$0.09$0.10$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.00$1.30$0.02$0.08$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.00$1.36$0.03$0.07$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$0.00$1.48$0.03$0.07$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.13$0.08$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.20$0.08$0.27
2013Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.22$0.09$0.13
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.00$1.61$0.06
2011Summary only. Only limited summary data is available for this year.$1.88$0.00$0.17$0.10$0.07