Katz Foundation

990PF • Fiscal year 2023 • EIN 74-6054042

Nov 01, 2022 to Oct 31, 2023 • Filed on May 03, 2024

Organization Profile

PO Box 1438Corpus Christi, TX 78403-1438

(361) 852-8223

Siviq Scores

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

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

-571%

Higher net margin than 3% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

-13%

Faster asset growth than 27% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

No value available

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

Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets60th percentile

Assets

Down

$490,592

Down $73,654 (-13%) from 2022

Net Assets

Down

$490,592

Down $73,654 (-13%) from 2022

Liabilities

Flat

Flat from 2022

Revenue And Expenses

Liabilities / Revenue60th percentile Net Margin3rd percentile

Revenue

$12,901

Up $55,914 (+130%) from 2022

Expenses

$86,555

Up $10,156 (+13%) from 2022

Net Income

-$73,654

Up $45,758 (+38%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

Highlighted filing

2023

Assets$490,592

Liabilities$0

Net Assets$490,592

Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2023

Revenue$12,901

Expenses$86,555

Net Income-$73,654

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Nov 1, 2022 to Oct 31, 2023
Signed: May 3, 2024
Return Version: 2022v5.0

Compensation and Service Providers

Top Officer Pay79th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
ANNETTE K COTTINGHAM	Trustee	-	$0	-	-
CAROL K FISHERMAN	Trustee	-	$0	-	-
SHARON KATZ	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Katz Foundation
EIN: 74-6054042
Address: PO BOX 1438, CORPUS CHRISTI, TX 78403-1438

Signing Officer

Name: Annette K Cottingham
Title: Trustee
Phone: 3618878045
Signed: 2024-05-03
Discuss with paid preparer: Yes

Preparer

Firm: Kdnc LLC
Address: 433 S BROOK DR, LEANDER, TX 78641
Preparer: Cindy J Turner
Phone: 3618528223

Raw XML Appendix344 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
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	0	EXCHANGE TRADED FUNDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	1	MUTUAL FUNDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	0	19491
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	1	395214
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	0	15531
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	1	375760
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt	0	50000
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt	0	50000
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt	0	25186
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/BusinessCd	0	523000
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt	0	-3712
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	25186
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt	0	-3712
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	21474
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt	0	8558
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	78500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	78500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt	0	16613
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	16613
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	16613
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-73654
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	195760
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	-3712
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	8558
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt	0	7861
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt	0	7861
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	7861
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt	0	194
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	194
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	194
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt	0	16613
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt	0	8055
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	78500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	8055
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	16613
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	12901
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt	0	8055
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	8055
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	8055
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	1	2021-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	2	2021-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	128716
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	70756
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	-4243
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	-7532
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	2	8063
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	-4243
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	-7532
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	2	8063
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	124473
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	1	63224
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	2	8063
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	2	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	SHORT-TERM SALES PER SCHEDULE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	LONG-TERM SALES PER SCHEDULE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	MORGAN STANLEY CAPITAL GAIN DIV INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2023-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	1	2023-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	2	2022-12-30
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IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt	0	-4243
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	24440
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	24440
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	24440
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	24559
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	119
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	119
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	119
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	119
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	119
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt	0	0
IRS990PF/FMVAssetsEOYAmt	0	467178
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	564246
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	490592
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	23962
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	23912
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	23912
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt	0	487338
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt	0	391291
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	2946
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	1975
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	1975
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	564246
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	490592
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	467178
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	564246
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	490592
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	564246
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	490592
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt	0	50000
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt	0	50000
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt	0	50000
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	498664
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	26397
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	472267
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	7480
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	24559
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	491184
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	498664
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	1.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	2	1.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	ANNETTE K COTTINGHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	CAROL K FISHERMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	SHARON KATZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	PO BOX 1438
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	CORPUS CHRISTI
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	TX
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt	0	0
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
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IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	RANDY BERRY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	PO BOX 1438
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	784031438
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	3618878045
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	WRITTEN APPLICATION INCLUDING PROOF OF EXEMPT STATUS UNDER IRC 501(C)(3)
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	RANDY BERRY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	3618878045
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	PO BOX 1438
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	CORPUS CHRISTI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	784031438
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	ORGANIZATIONS EXEMPT UNDER IRC 501(C)(3).
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	10000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	2500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	6000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	10000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	4	50000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	FURTHER THE GOALS OF THE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	FURTHER THE GOALS OF THE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	FURTHER THE GOALS OF THE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	FURTHER THE GOALS OF THE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	4	FURTHER THE GOALS OF THE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	4	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	US HOLOCAUST MEMORIAL MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	CONGREGATION BETH ISRAEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	2	CHABAD COASTAL BEND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	3	HADASSAH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	4	AMERICAN JEWISH JOINT DIST COM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	4	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	100 RAOUL WALLENBERG PL SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	4402 SARATOGA BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	4855 S ALAMEDA ST STE 108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	50 WEST 58TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	711 3RD AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	CORPUS CHRISTI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	CORPUS CHRISTI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	20024
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	78413
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	78412
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	10019
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	10017
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	78500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	24440
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	24440
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	38135
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	3458
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	6229
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	6229
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	95653
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	54060
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	38135
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	3458
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	78500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	54060
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	101882
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	47822
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	5605
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	1	2200
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	2	56
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	BROKER MGT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	ACCOUNTING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	5605
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	2200
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	56
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	5605
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	2200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	56
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	0
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	1	0
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	2	194
TaxesSchedule/TaxesDetail/Amt	0	0
TaxesSchedule/TaxesDetail/Amt	1	0
TaxesSchedule/TaxesDetail/Amt	2	194
TaxesSchedule/TaxesDetail/CategoryTxt	0	IRS - EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt	1	PROPERTY TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	2	FOREIGN TAXES WH FM DIVIDENDS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	2	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	2	194
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd	0	00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	0
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	ANNETTE K COTTINGHAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	3618878045
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2024-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	KATZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	KATZ
ReturnHeader/Filer/EIN	0	746054042
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 1438
ReturnHeader/Filer/USAddress/CityNm	0	CORPUS CHRISTI
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	TX
ReturnHeader/Filer/USAddress/ZIPCd	0	784031438
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	742939243
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	KDNC LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	433 S BROOK DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	LEANDER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	78641
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3618528223
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2024-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	CINDY J TURNER
ReturnHeader/ReturnTs	0	2024-05-08T18:14:57-04:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	ANNETTE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	COTTINGHAM
ReturnHeader/TaxPeriodBeginDt	0	2022-11-01
ReturnHeader/TaxPeriodEndDt	0	2023-10-31
ReturnHeader/TaxYr	0	2022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $490,592
Liabilities: $0
Net assets: $490,592
Revenue: $12,901
Expenses: $86,555
Net income: -$73,654

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$0.56	$0.00	$0.56	$0.02	$0.06	$0.04
2024Detailed filing. Detailed filing data is available for this year.	$0.59	$0.00	$0.59	$0.40	$4.72	$4.31
2023Detailed filing. Detailed filing data is available for this year.	$4.91	$0.00	$4.91	$0.13	$0.87	$0.74
2022Detailed filing. Detailed filing data is available for this year.	$5.64	$0.00	$5.64	$0.43	$0.76	$1.19
2021Detailed filing. Detailed filing data is available for this year.	$6.84	$0.00	$6.84	$0.05	$0.24	$0.19
2020Detailed filing. Detailed filing data is available for this year.	$7.03	$0.00	$7.03	$0.12	$0.36	$0.24
2019Detailed filing. Detailed filing data is available for this year.	$7.30	$0.03	$7.26	$0.19	$0.51	$0.32
2018Detailed filing. Detailed filing data is available for this year.	$7.59	$0.00	$7.59	$0.38	$0.65	$0.27
2017Detailed filing. Detailed filing data is available for this year.	$7.86	$0.00	$7.86	$0.47	$0.61	$0.15
2016Detailed filing. Detailed filing data is available for this year.	$8.01	$0.00	$8.01	$0.25	$0.37	$0.12
2015Detailed filing. Detailed filing data is available for this year.	$8.13	$0.00	$8.13	$0.25	$0.41	$0.17
2014Detailed filing. Detailed filing data is available for this year.	$8.29	$0.00	$8.29	$0.26	$0.24	$0.03
2013Detailed filing. Detailed filing data is available for this year.	$8.27	$0.00	$8.27		$0.35
2012Detailed filing. Detailed filing data is available for this year.	$8.31	$0.00	$8.31		$0.54
2011Detailed filing. Detailed filing data is available for this year.	$8.55	$0.00	$8.55		$0.64