Civic Intelligence

M Jr Katz Foundation

990PF • Fiscal year 2014 • EIN 34-1967524

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 12, 2015

Organization Profile
401 W Glengary CircleHighland Heights, OH 44143

(440) 684-4886

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

13th percentile

-35%

Higher net margin than 13% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

38th percentile

-3.2%

Faster asset growth than 38% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

5th percentile

-72%

Faster revenue growth than 5% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$347,777

Down $11,399 (-3.2%) from 2013

Net Assets

Down

$347,777

Down $11,399 (-3.2%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin13th percentile

Revenue

Down

$17,925

Down $46,035 (-72%) from 2013

Expenses

Down

$24,127

Down $1,121 (-4.4%) from 2013

Net Income

Down

-$6,202

Down $44,914 (-116%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$400K$300K$200K$100K$0Assets 2011: $321,052Liabilities 2011: $0Net Assets 2011: $321,0522011Assets 2012: $344,721Liabilities 2012: $0Net Assets 2012: $344,7212012Assets 2013: $359,176Liabilities 2013: $0Net Assets 2013: $359,1762013Assets 2014: $347,777Liabilities 2014: $0Net Assets 2014: $347,7772014Assets 2015: $321,145Liabilities 2015: $0Net Assets 2015: $321,1452015Assets 2016: $323,054Liabilities 2016: $0Net Assets 2016: $323,0542016Assets 2017: $340,401Liabilities 2017: $0Net Assets 2017: $340,4012017Assets 2018: $305,918Liabilities 2018: $0Net Assets 2018: $305,9182018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2014

Assets$347,777
Liabilities$0
Net Assets$347,777
Open 2014 Filing

Operations Trend

Revenue Growth5th percentile

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

$400K$200K$0-$200K-$400KExpenses 2011: $32,4702011Expenses 2012: $57,9582012Revenue 2013: $63,960Expenses 2013: $25,248Net Income 2013: $38,7122013Revenue 2014: $17,925Expenses 2014: $24,127Net Income 2014: -$6,2022014Revenue 2015: $13,811Expenses 2015: $20,547Net Income 2015: -$6,7362015Revenue 2016: -$25,775Expenses 2016: $20,200Net Income 2016: -$45,9752016Revenue 2017: $15,459Expenses 2017: $19,258Net Income 2017: -$3,7992017Revenue 2018: $26,719Expenses 2018: $22,657Net Income 2018: $4,0622018Revenue 2019: $605Expenses 2019: $304,360Net Income 2019: -$303,7552019

Highlighted filing

2014

Revenue$17,925
Expenses$24,127
Net Income-$6,202
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 12, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Martha KatzPresident-$0--
Maria E QuinnVice Pres-$0--
Jeffrey M KatzTreasurer-$0--
Rachel B KatzSecretary-$0--
Filing and Contact Details

Filer

Filer Name
M JR Katz Foundation
EIN
34-1967524
Address
401 W GLENGARY CIRCLE, HIGHLAND HEIGHTS, OH 44143

Signing Officer

Name
Martha Katz
Title
President
Phone
4406844886
Signed
2015-11-12
Discuss with paid preparer
No

Preparer

Firm
Kathy Smith CPA PC
Address
871 Stevens Ave Ste 1312, Solana Beach, CA 92075
Preparer
Kathy Smith
Phone
8589257031
Raw XML Appendix326 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/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt01225
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Tax preparation
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01225
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AccumulatedDepreciationAmt00
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AccumulatedDepreciationAmt10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02014-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12011-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0Morgan Stanley 042806
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1Morgan Stanley 042806
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt0119494
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt11036
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt0121561
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt11264
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0Purchase
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1Purchase
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/PersonNm0Martha Katz
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/PersonNm1Martha Katz
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt00
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02014-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12014-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt02067
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1228
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt07532
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02295
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt09827
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt09827
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01225
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01225
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt018608
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt018808
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt07532
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt07532
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-6202
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0122825
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02295
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt011536
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt03994
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03994
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt08098
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt08098
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0100
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0100
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt019833
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04094
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt024127
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt015630
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt017925
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01225
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04094
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05319
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-6202
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt05397
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0352974
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0359176
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0347577
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt017222
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt017222
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt017222
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt017453
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0231
IRS990PF/DistributableAmountGrp/TotalTaxAmt0231
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0150
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0231
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0231
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0231
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt081
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0150
IRS990PF/FMVAssetsEOYAmt0347777
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt012156
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt011564
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt011564
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0347020
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0336213
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0336213
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0359176
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0347777
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0359176
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0347777
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0347777
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0359176
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0347777
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0359176
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0347777
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0354375
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04894
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0349481
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05316
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt017453
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0349059
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0354375
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Martha Katz
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Maria E Quinn
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Jeffrey M Katz
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Rachel B Katz
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice Pres
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0401 W GLENGARY CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt125550 Chagrin Blvd Ste 320
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22154 N Oakley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3844 N Sweetzer Unit 5
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HIGHLAND HEIGHTS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Beachwood
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Chicago
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3West Hollywood
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd044143
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd144122
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd260647
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd390069
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt031084
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt031199
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt020692
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt054507
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt032370
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt024845
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt018542
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.08905
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.060867
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.163834
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.096168
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.070289
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.054094
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0115
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0349059
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0339956
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0332696
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0336599
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0353469
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0342775
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt019833
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.445252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 Katz
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0401 W GLENGARY CIRCLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HIGHLAND HEIGHTS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd044143
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04406844886
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0none
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NA
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt018808
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0See attached schedule
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0See attached schedule
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Cleveland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd044143
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018808
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/TransferScheduleDetail/InvolvedAmt081
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/InvolvedAmt1140
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/LineNumberTxt01a(1)
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/LineNumberTxt11a(2)
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/NoncharitableExemptOrgName/BusinessNameLine1Txt0GiveForward
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/NoncharitableExemptOrgName/BusinessNameLine1Txt1Heinens
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/TransfersTransAndShrArrngmDesc0Medical and health
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/TransfersTransAndShrArrngmDesc1Food donations
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0true
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0true
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt017222
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017222
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03832
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt037935
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt015622
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt07278
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01539
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01539
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt067278
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02611
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03832
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt037935
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt015622
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt07278
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt019833
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02611
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt068817
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt066206
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0347020
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MSSB Mutual Funds
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0336213
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0336213
OtherDecreasesSchedule/OtherDecreasesDetail/Amt05209
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1188
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Decrease in FMV of securities
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1Federal taxes paid
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MSSB Advisory fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt13964
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13964
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MSSB 1099-Div CG Distrib
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt08098
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt08098
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0100
TaxesSchedule/TaxesDetail/CategoryTxt0State of Ohio
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0100
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Martha Katz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04406844886
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0M JR Katz Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MJRK
ReturnHeader/Filer/EIN0341967524
ReturnHeader/Filer/USAddress/AddressLine1Txt0401 W GLENGARY CIRCLE
ReturnHeader/Filer/USAddress/CityNm0HIGHLAND HEIGHTS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044143
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0020676189
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kathy Smith CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0871 Stevens Ave Ste 1312
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Solana Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092075
ReturnHeader/PreparerPersonGrp/PhoneNum08589257031
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kathy Smith
ReturnHeader/ReturnTs02015-11-16T08:52:01-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$347,777
Liabilities
$0
Net assets
$347,777
Revenue
$17,925
Expenses
$24,127
Net income
-$6,202
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$3.04$3.04
2018Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.27$0.23$0.04
2017Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.15$0.19$0.04
2016Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.26$0.20$0.46
2015Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.14$0.21$0.07
2014Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.18$0.24$0.06
2013Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.64$0.25$0.39
2012Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.58
2011Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.32