Civic Intelligence

Robert a Katz Memorial Foundation

990PF • Fiscal year 2018 • EIN 71-0914580

Jan 01, 2018 to Dec 31, 2018 • Filed on Jan 25, 2019

Organization Profile
1671 Robert StreetNew Orleans, LA 70115

(504) 897-1777

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

66th percentile

11%

Higher net margin than 66% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

50th percentile

0.6%

Faster asset growth than 50% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

4th percentile

-81%

Faster revenue growth than 4% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$30,067

Up $188 (+0.6%) from 2017

Net Assets

Up

$30,067

Up $188 (+0.6%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin66th percentile

Revenue

Down

$1,688

Down $7,099 (-81%) from 2017

Expenses

Down

$1,500

Down $13,925 (-90%) from 2017

Net Income

Up

$188

Up $6,826 (+103%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$150K$100K$50K$0Assets 2010: $126,125Liabilities 2010: $0Net Assets 2010: $126,1252010Assets 2011: $67,582Liabilities 2011: $0Net Assets 2011: $67,5822011Assets 2012: $60,705Liabilities 2012: $0Net Assets 2012: $60,7052012Assets 2013: $50,773Liabilities 2013: $1Net Assets 2013: $50,7732013Assets 2014: $45,751Liabilities 2014: $1Net Assets 2014: $45,7512014Assets 2015: $43,619Liabilities 2015: $1Net Assets 2015: $43,6192015Assets 2016: $36,517Liabilities 2016: $0Net Assets 2016: $36,5172016Assets 2017: $29,879Liabilities 2017: $0Net Assets 2017: $29,8792017Assets 2018: $30,067Liabilities 2018: $0Net Assets 2018: $30,0672018Assets 2019: $21,834Liabilities 2019: $1Net Assets 2019: $21,8342019Assets 2020: $22,420Liabilities 2020: $1Net Assets 2020: $22,4202020Assets 2021: $21,279Liabilities 2021: $1Net Assets 2021: $21,2792021Assets 2022: $19,242Liabilities 2022: $1Net Assets 2022: $19,2422022Assets 2023: $16,484Liabilities 2023: $0Net Assets 2023: $16,4842023Assets 2024: $16,514Liabilities 2024: $0Net Assets 2024: $16,5142024

Highlighted filing

2018

Assets$30,067
Liabilities$0
Net Assets$30,067
Open 2018 Filing

Operations Trend

Revenue Growth4th percentile

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

$20K$10K$0-$10KExpenses 2010: $15,0082010Expenses 2011: $17,3382011Expenses 2012: $11,2082012Revenue 2013: $5,765Expenses 2013: $15,697Net Income 2013: -$9,9322013Revenue 2014: $4,078Expenses 2014: $9,100Net Income 2014: -$5,0222014Revenue 2015: $11,923Expenses 2015: $14,055Net Income 2015: -$2,1322015Revenue 2016: $3,328Expenses 2016: $10,430Net Income 2016: -$7,1022016Revenue 2017: $8,787Expenses 2017: $15,425Net Income 2017: -$6,6382017Revenue 2018: $1,688Expenses 2018: $1,500Net Income 2018: $1882018Revenue 2019: $1,032Expenses 2019: $9,265Net Income 2019: -$8,2332019Revenue 2020: $736Expenses 2020: $150Net Income 2020: $5862020Revenue 2021: $1,994Expenses 2021: $3,135Net Income 2021: -$1,1412021Revenue 2022: $4,263Expenses 2022: $6,300Net Income 2022: -$2,0372022Revenue 2023: $392Expenses 2023: $3,150Net Income 2023: -$2,7582023Revenue 2024: $1,497Expenses 2024: $1,467Net Income 2024: $302024

Highlighted filing

2018

Revenue$1,688
Expenses$1,500
Net Income$188
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jan 25, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAN W KATZPresident-$0--
JARED ALEXANDER KATZBoard Member-$0--
ALEXA MAYER KATZSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Robert a Katz Memorial Foundation
EIN
71-0914580
Phone
5048971777
Address
1671 ROBERT STREET, NEW ORLEANS, LA 70115

Signing Officer

Name
Jan W Katz
Title
President
Phone
5048971777
Signed
2019-01-25
Discuss with paid preparer
Yes

Preparer

Firm
Ericksen Krentel Llp
Address
4227 CANAL STREET, NEW ORLEANS, LA 70119
Preparer
Richard G Mueller CPA
Phone
5044867275
Raw XML Appendix331 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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt018966
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FIDELITY MUTUAL FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt018966
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0240
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01448
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01688
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01688
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01448
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0240
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0240
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0188
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02872
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01448
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01538
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0100
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0150
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0150
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0150
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01688
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01688
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0150
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01424
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt070
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11378
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt070
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11378
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01494
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11378
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc033.083 SHS FIDELITY FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01448
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0188
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt030067
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt029879
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt030067
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01798
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01798
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01798
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01829
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt031
IRS990PF/DistributableAmountGrp/TotalTaxAmt031
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt033
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt031
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt031
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt031
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt033
IRS990PF/FMVAssetsEOYAmt030067
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt010832
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt010832
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt010832
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt018772
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt018966
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt018966
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt029879
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt030067
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0275
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0269
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0269
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt029879
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt030067
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt030067
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt029879
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt030067
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt029879
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt030067
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt037134
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0294
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt026008
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0557
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt010832
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01829
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt036577
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt037134
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAN W KATZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JARED ALEXANDER KATZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ALEXA MAYER KATZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1BOARD MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01671 ROBERT STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11671 ROBERT STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21671 ROBERT STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW ORLEANS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NEW ORLEANS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2NEW ORLEANS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0LA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1LA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2LA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd070115
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd170115
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd270115
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt07394
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt07409
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt013233
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt09055
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt012607
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt06700
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt013412
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.202139
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.313913
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.186256
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.213776
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.104922
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.191827
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt015
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt036577
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt042155
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt048616
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt058973
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt063857
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt069917
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.010694
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01250
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01250
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01250
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JAN W KATZ
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01671 ROBERT STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW ORLEANS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0LA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd070115
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0LA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05048971777
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL ACTIVITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PENLAND SCHOOL OF CRAFTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 37
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PENLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd028765
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01250
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01250
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01798
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0548
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt011259
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06664
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09844
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03541
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt09986
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0548
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt09438
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt031308
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt011259
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06664
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09844
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03541
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01250
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt040746
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt041294
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt010495
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1337
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ARTWORK
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1DUE FROM MAYER KATZ FOUNDATION
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt010495
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1337
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt010495
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1337
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FEDERAL TAX EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0OTHER PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0150
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAN W KATZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05048971777
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT A KATZ MEMORIAL FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O MRS JAN W KATZ
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0710914580
ReturnHeader/Filer/PhoneNum05048971777
ReturnHeader/Filer/USAddress/AddressLine1Txt01671 ROBERT STREET
ReturnHeader/Filer/USAddress/CityNm0NEW ORLEANS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070115
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05C59E31FB4B1F8D5EF4B019B54635C1214710061
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0974AE845631F99CBA509382B434274F7F3A77BA5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.152.98.2
ReturnHeader/FilingSecurityInformation/IPDt02019-01-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm008:07:52
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0720549733
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERICKSEN KRENTEL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04227 CANAL STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW ORLEANS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070119
ReturnHeader/PreparerPersonGrp/PhoneNum05044867275
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD G MUELLER CPA
ReturnHeader/ReturnTs02019-10-09T07:42:47-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,067
Liabilities
$0
Net assets
$30,067
Revenue
$1,688
Expenses
$1,500
Net income
$188
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.01$0.01$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.00$0.03$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.04$0.06$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.02$0.03$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.01$0.00$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.01$0.09$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.02$0.02$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.09$0.15$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.03$0.10$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.12$0.14$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.04$0.09$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.06$0.16$0.10
2012Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.11
2011Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.17
2010Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.15