Civic Intelligence

Harvey & Mireille Katz Charitable

990PF • Fiscal year 2018 • EIN 76-0520066

Jan 01, 2018 to Dec 31, 2018 • Filed on Jan 13, 2020

Organization Profile
5151 San Felipe No 2325Houston, TX 77056

(713) 977-5212

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

13th percentile

-29%

Higher net margin than 13% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

27th percentile

-3.9%

Faster asset growth than 27% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

11th percentile

-30%

Faster revenue growth than 11% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$1,002,554

Down $40,284 (-3.9%) from 2017

Net Assets

Down

$1,002,554

Down $40,284 (-3.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin13th percentile

Revenue

Down

$84,976

Down $36,193 (-30%) from 2017

Expenses

Up

$109,386

Up $45,381 (+71%) from 2017

Net Income

Down

-$24,410

Down $81,574 (-143%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,653,451Liabilities 2011: $5,2572011Assets 2012: $2,978,344Liabilities 2012: $0Net Assets 2012: $2,978,3442012Assets 2013: $2,023,073Liabilities 2013: $0Net Assets 2013: $2,023,0732013Assets 2014: $2,143,780Liabilities 2014: $8,2502014Assets 2015: $1,669,598Liabilities 2015: $0Net Assets 2015: $1,669,5982015Assets 2016: $986,758Liabilities 2016: $0Net Assets 2016: $986,7582016Assets 2017: $1,042,838Liabilities 2017: $0Net Assets 2017: $1,042,8382017Assets 2018: $1,002,554Liabilities 2018: $0Net Assets 2018: $1,002,5542018Assets 2019: $1,018,323Liabilities 2019: $12019Assets 2020: $640,279Liabilities 2020: $12020Assets 2021: $437,403Liabilities 2021: $12021Assets 2022: $545,008Liabilities 2022: $12022

Highlighted filing

2018

Assets$1,002,554
Liabilities$0
Net Assets$1,002,554
Open 2018 Filing

Operations Trend

Revenue Growth11th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $892,260Expenses 2011: $109,764Net Income 2011: $782,4962011Expenses 2012: $496,7522012Revenue 2013: -$321,251Expenses 2013: $634,020Net Income 2013: -$955,2712013Revenue 2014: $694,572Expenses 2014: $582,115Net Income 2014: $112,4572014Revenue 2015: $133,387Expenses 2015: $599,319Net Income 2015: -$465,9322015Revenue 2016: -$110,833Expenses 2016: $572,007Net Income 2016: -$682,8402016Revenue 2017: $121,169Expenses 2017: $64,005Net Income 2017: $57,1642017Revenue 2018: $84,976Expenses 2018: $109,386Net Income 2018: -$24,4102018Revenue 2019: $76,861Expenses 2019: $45,556Net Income 2019: $31,3052019Revenue 2020: $78,906Expenses 2020: $459,733Net Income 2020: -$380,8272020Revenue 2021: -$193,857Expenses 2021: $8,889Net Income 2021: -$202,7462021Revenue 2022: $121,006Expenses 2022: $14,375Net Income 2022: $106,6312022

Highlighted filing

2018

Revenue$84,976
Expenses$109,386
Net Income-$24,410
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jan 13, 2020
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HARVEY KATZPresident-$0--
AUDREY S WACHSBERGVice President-$0--
MIREILLE KATZSecretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Harvey & Mireille Katz Charitable
EIN
76-0520066
Phone
7139775212
Address
5151 SAN FELIPE NO 2325, HOUSTON, TX 77056

Signing Officer

Name
Audrey K Wachsberg
Title
Vice President
Phone
7139775212
Signed
2020-01-13
Discuss with paid preparer
Yes

Preparer

Firm
Morrison Brown Argiz & Farra LLC
Address
1450 BRICKELL AVENUE 18TH FLOOR, MIAMI, FL 33131
Preparer
Jeffrey Blinn
Phone
3053735500
Raw XML Appendix371 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/Amt05269
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREP FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0438
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt06488
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13526
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt276880
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt030627
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt110014
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2103680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0150 SHS BERKSHIRE HATHAWAY CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1150 SHS PHILIP MORRIS INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22250 SHS WELLS FARGO & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt063809
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1388743
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0EIV CAPITAL FUND II LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1WSI INVESTMENT COMPANY LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0110004
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1443374
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt06741
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0315
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0EIV CAPITAL FNUD II, LP - ORDINARY INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1WSI INVESTMENT COMPANY LLC - ORDINARY INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt01665
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt176255
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt07056
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt077920
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt084976
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0438
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05269
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0101924
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0101924
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt06741
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt06741
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-24410
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0315
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0315
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt06527
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt091
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01908
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt077920
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0285
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0101924
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0529
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0109386
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt07056
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt084976
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0529
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07462
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-24410
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt015874
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01018428
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01042838
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01002554
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt045906
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt045906
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt045906
IRS990PF/DistributableAmountGrp/IncomeTaxAmt013227
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt059264
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0131
IRS990PF/DistributableAmountGrp/TotalTaxAmt013358
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01605
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01736
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0131
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01605
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0131
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0131
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01736
IRS990PF/FMVAssetsEOYAmt01160807
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt06
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0437734
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0437734
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0544582
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0453732
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0453732
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt086893
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt086894
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0144321
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0410774
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0452552
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0553378
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0583
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt09376
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt09376
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0605104
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0564820
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01042838
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01002554
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01160807
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01042838
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01002554
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01042838
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01002554
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01203329
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0518857
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0684472
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt018050
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt059264
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01185279
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01203329
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/PersonNm0HARVEY KATZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1AUDREY S WACHSBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MIREILLE KATZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05151 SAN FELIPE SUITE 2325
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt15151 SAN FELIPE SUITE 2325
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt25151 SAN FELIPE SUITE 2325
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HOUSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1HOUSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2HOUSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd077056
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd177056
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd277056
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0298921
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0298986
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt035625
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0537682
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0547616
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0513790
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0533943
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.252195
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.043989
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.523297
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.257755
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.233633
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.202303
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt065
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01185279
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0809857
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01027490
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02124564
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02199132
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02639319
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0101924
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.260977
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0101924
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0101924
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0101924
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd01
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd00
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/Form990TFiledInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0HARVEY MIREILLE KATZ CHARITABLE F
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05151 SAN FELIPE SUITE 2325
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HOUSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd077056
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07139775212
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd01
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0HARVEY KATZ
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1MIREILLE KATZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0101924
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO ADVANCE CHARITABLE CAUSES WORLDWIDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0VARIOUS ORGANIZED CHARITIES - DETAILS AVAILABLE UPON REQUEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05151 SAN FELIPE SUITE 2325
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077056
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0101924
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/AppliedToCurrentYearAmt045906
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt045906
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03304
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0486724
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0443116
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0416649
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0466213
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0466213
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01405811
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt056018
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03304
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0486724
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0443116
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0416649
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0101924
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt056018
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01872024
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01816006
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt05285
OtherDecreasesSchedule/OtherDecreasesDetail/Amt18172
OtherDecreasesSchedule/OtherDecreasesDetail/Amt22417
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK TO TAX ADJUSTMENT
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1FEDERAL INCOME TAXES
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2NON DEDUCTIBLE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT INTEREST EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PORTFOLIO DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2SECTION 59(E)(2) EXPENDITURES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt091
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt091
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11514
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2303
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt10
OtherIncomeSchedule2/OtherIncomeDetail/Desc0EIV CAPITAL FNUD II, LP - ORDINARY INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1WSI INVESTMENT COMPANY LLC - ORDINARY INCOME
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01665
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt176255
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0285
TaxesSchedule/TaxesDetail/CategoryTxt0STATE INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AUDREY K WACHSBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07139775212
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARVEY & MIREILLE KATZ CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HARV
ReturnHeader/Filer/EIN0760520066
ReturnHeader/Filer/PhoneNum07139775212
ReturnHeader/Filer/USAddress/AddressLine1Txt05151 SAN FELIPE NO 2325
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077056
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010720052
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MORRISON BROWN ARGIZ & FARRA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01450 BRICKELL AVENUE 18TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIAMI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033131
ReturnHeader/PreparerPersonGrp/PhoneNum03053735500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY BLINN
ReturnHeader/ReturnTs02020-01-20T14:55:28-06:00
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
$1,002,554
Liabilities
$0
Net assets
$1,002,554
Revenue
$84,976
Expenses
$109,386
Net income
-$24,410
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Summary only. Only limited summary data is available for this year.$0.55$0.00$0.12$0.01$0.11
2021Summary only. Only limited summary data is available for this year.$0.44$0.00$0.19$0.01$0.20
2020Summary only. Only limited summary data is available for this year.$0.64$0.00$0.08$0.46$0.38
2019Summary only. Only limited summary data is available for this year.$1.02$0.00$0.08$0.05$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.08$0.11$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.12$0.06$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$0.11$0.57$0.68
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.00$1.67$0.13$0.60$0.47
2014Summary only. Only limited summary data is available for this year.$2.14$0.01$0.69$0.58$0.11
2013Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.32$0.63$0.96
2012Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.50
2011Summary only. Only limited summary data is available for this year.$2.65$0.01$0.89$0.11$0.78