2024-05-14T10:49:27-05:00 2023-12-31 113353030 PRADEEP K GUPTA CPA PC 425 Broadhollow Road Melville NY 11747 990PF 2023-01-01 133980692 Katz Family Foundation Inc KATZ 9179695575 300 SEMINOLE AVENUE 4C Palm Beach FL 33480 Stanley Katz President 2123171777 2024-05-15 1 Stanley Katz XXX-XX-XXXX 0 Pradeep K Gupta CPA PC P01408573 6316239800 2024-05-14 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 2188139 X X 332 332 64686 64680 -58653 1558889 0 6365 65012 0 0 0 20694 20694 0 2188 515 250 22882 21209 250 100100 100100 122982 21209 100350 -116617 43803 165335 377713 377713 59867 20444 20003 1535047 1363626 1752348 50754 39253 32040 119062 6035 6035 1930065 1807071 2188139 500 500 14127 7750 14627 8250 X 1096393 1096393 0 0 819045 702428 1915438 1798821 1930065 1807071 1915438 -116617 0 1798821 0 1798821 Vanguard GNMA Fund Admiral-STCG P 2023-05-31 2023-12-31 68718 72464 -3746 -3746 Vanguard GNMA Fund Admiral-LTCG P 2022-11-02 2023-12-31 67109 70992 -3883 -3883 Vanguard GNMA Fund Admiral-STCG Wash Sale P 2023-06-21 2023-12-31 89 89 89 Vanguard GNMA Fund Admiral-LTCG Wash Sale P 2022-12-30 2023-12-31 1328 1328 1328 Morgan Stanley STCG P 2023-05-03 2023-12-31 277084 290230 -13146 -13146 Morgan Stanley LTCG P 2022-08-16 2023-12-31 198705 144092 54613 54613 Morgan Stanley STCG Wash sale P 2023-02-15 2023-12-31 172 172 172 Morgan Stanley LTCG Wash sale P 2021-11-15 2023-12-31 6 6 6 Morgan Stanley LTCG P 2021-11-15 2023-12-31 8248 8402 -154 -154 Charles Schwab STCG P 2023-01-15 2023-12-31 605550 544226 61324 61324 Charles Schwab LTCG P 2022-12-30 2023-12-31 329320 487136 -157816 -157816 Capital Gains Dividends P 2560 2560 2560 -58653 609 0 609 0 609 2227 0 0 0 2227 X 0 1618 1618 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A Stanley Katz President 9179695575 300 SEMINOLE AVENUE APT 4C PALM BEACH FL 33480 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Stanley Katz 300 SEMINOLE AVENUE Palm Beach FL 33480 President 1.00 0 0 0 Judith Katz 300 SEMINOLE AVENUE Palm Beach FL 33480 Treasurer/Secretary 5.00 0 0 0 Andrew Katz 6103 Aqua Avenue Apt 803 Miami Beach FL 33141 Vice President 0.10 0 0 0 Cheryl Katz 6108 WILDCAT RUN WEST PALM BEACH FL 33412 Vice President 0.10 0 0 0 NONE 0 NONE 0 Not Applicable 0 0 1897797 176772 0 2074569 0 0 2074569 31119 2043450 102173 102173 609 609 101564 0 101564 0 101564 100350 0 100350 101564 99421 0 0 100350 99421 0 0 929 0 0 0 0 0 0 0 0 100635 0 0 0 Stanley Katz Judith Katz X Florida Yorkie Rescue 2740 S W Martin Downs Bldg Suite 205 Palm City FL 34990 PC An unrestricted grant to further the donee's exempt purpose. 250 Jewish Federation of Palm Beach County Jack Joseph and Morton Mandel Building 1 Harvard Circle Suite 11 WEST PALM BEACH FL 33409 PC An unrestricted grant to further the donee's exempt purpose 6750 Kravis Centre of Performing Arts 701 Okeechobee Boulevard WEST PALM BEACH FL 33401 PC An unrestricted grant to further the donee's exempt purpose 1000 Metropolitan Museum of Art 1000 Fifth Avenue 82nd Street New York NY 10028 PC An unrestricted grant to further the donee's exempt purpose 1500 Morselife Health System 4847 David S Mack Drive West Palm Beach FL 33417 PC An unrestricted grant to further the donee's exempt purpose 5000 Mount Sinai Health Systems 1 Gustave L Levy Place New York City NY 10029 PC An unrestricted grant to further the donee's exempt purpose 5000 TrovaNow PO box 207 Red Hook NY 12571 PC An unrestricted grant to further the donee's exempt purpose 5000 Palm Beach Civic Association 139 N County Rd 33 Palm Beach FL 33480 PC An unrestricted grant to further the donee's exempt purpose 5000 The Harmonie Club 4 East 60th street New York NY 10022 PC An unrestricted grant to further the donee's exempt purpose 5000 Planned Parenthood 2121 W Pensacola Street STE B-2 Tallahassee FL 32304 PC An unrestricted grant to further the donee's exempt purpose 5000 Temple Israel of the City of NY 112 E 75th St New York NY 10021 PC An unrestricted grant to further the donee's exempt purpose 19100 The Fund for Park Avenue 445 Park Ave 9th floor New York NY 10022 PC An unrestricted grant to further the donee's exempt purpose 750 The Jewish Museum 1109 5th Ave New York NY 10128 PC An unrestricted grant to further the donee's exempt purpose 1800 American Friends Of Israel Museum 545 FIFTH AVENUE SUITE 920 New York NY 10017 PC An unrestricted grant to further the donee's exempt purpose 5000 Town of Palm Beach United Way 44 Cocoa Nut Row M 201 Palm Beach FL 33480 PC An unrestricted grant to further the donee's exempt purpose 10000 Whitney Museum of American Art 99 Gansevoort Street New York NY 10014 PC An unrestricted grant to further the donee's exempt purpose 20000 Lincoln Center Theater 150 West 65th Street New York NY 10023 PC An unrestricted grant to further the donee's exempt purpose 2500 Duke Cancer Institute 2 Seeley Mudd 10 Bryan Searle Drive Durham NC 27710 PC An unrestricted grant to further the donee's exempt purpose. 1000 Place of Hope 9078 Isaiah Lane Palm Beach Gardens FL 33418 PC An unrestricted grant to further the donee's exempt purpose. 350 National Psoriasis Foundation 1800 Diagonal Rd 360 Alexandria VA 22314 PC An unrestricted grant to further the donee's exempt purpose. 100 100100 0 18 332 18 64686 18 -58653 Income from Publicly Traded Partnership-Alliance Bernstein Holdings LP 900001 14 Income from Publicly Traded Partnership-Westlake 900001 14 0 6365 0 6365 0 0 0 0 0 0 0 0 0 0 Pursuant to IRC Sec. 4942(h)(2) and Reg. 53.4942(a)-3(d)(2), the foundation hereby elects to treat current year qualifying distributions in excess of the immediately preceding tax year's undistributed income as being made out of undistributed income from the tax year ending December 31, 2022 in the amount of $4,016. Charles Schwab 611307 673385 Morgan Stanley 752319 1078963 20444 20003 0 0 Charles Schwab AT COST 39253 32040 Dividend Receivable 712 Prepaid Federal Income Tax 2033 6035 6035 Due from Charles Schwab 116317 OTHER PAYABLES 13877 7500 NYS CT 13 Tax payable 250 250 Morgan Stanley Investment Advisory Fees 20584 20584 0 Other investment expenses 110 110 0 Foreign Dividend Taxes Paid 515 515 0 Federal tax 761 0 0 NYS Taxes 412 0 0 NYS Charity Fees 500 0 250