Nonprofit · EIN 27-6941247
JANE & LESLIE KATZ CHARITABLE TR
Also known as ANTHONY V RIOCCI TTEE
Tax-exempt · NEW YORK, NY 10036
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $130,087 | $403,575 | -$273,488 | $1,059,140 | $0 | $1,059,140 |
| December 31, 2023 | 990-PF | $45,369 | $517,342 | -$471,973 | $1,290,596 | $0 | $1,290,596 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $20,610
- Net gain from sales of assets
- $91,952
- Other income
- $17,525
Expenses
- Grants and similar amounts paid
- $384,000
- Compensation of officers, directors and key employees
- $4,759
- Disbursements for charitable purposes
- $387,754
- Excise tax on investment income
- $1,593
Balance sheet and other
- Total assets, start of year
- $1,290,596
- Total assets, end of year
- $1,059,140
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,059,140
- Fair market value of assets
- $1,432,780
- Qualifying distributions
- $387,754
- Net investment income
- $130,087
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PETER KAYAFAS C/O EAKINS PRESS 20 W 44 ST, NEW YORK, NY 10036 | TRUSTEE | 1 | $2,380 |
| ANTHONY V RIOCCI 3 INTERNATIONAL DR STE 110, RYE BROOK, NY 10573 | TRUSTEE | 1 | $2,379 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Peter Kayafas c/o Eakins Press 20 W 44 St, New York, NY 10036 | Trustee | 1 | $2,641 |
| Anthony V Riocci 303 S Broadway Ste 486, Tarrytown, NY 10591 | Trustee | 1 | $2,641 |
Address and contacts
- Address (IRS master file)
- 20 WEST 44TH STREET, NEW YORK, NY 10036-6603
- Signed the 990-PF
- PETER KAYAFAS, DIRECTOR
- Phone
- (914) 468-0400
- Return prepared by
- REVONARY ACCOUNTANTS & ADVISORS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 27-6941247
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,059,140
- Income (IRS master file)
- $442,728
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $130,087 | $403,575 | $1,059,140 | XML |
| 990-PF | December 2023 | $45,369 | $517,342 | $1,290,596 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-6941247).
Questions about JANE & LESLIE KATZ CHARITABLE TR
- What is the EIN of JANE & LESLIE KATZ CHARITABLE TR?
- The employer identification number (EIN) of JANE & LESLIE KATZ CHARITABLE TR is 27-6941247.
- Is JANE & LESLIE KATZ CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does JANE & LESLIE KATZ CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JANE & LESLIE KATZ CHARITABLE TR due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JANE & LESLIE KATZ CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of JANE & LESLIE KATZ CHARITABLE TR?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 2 received compensation from the organization, the highest $2,380 (PETER KAYAFAS, TRUSTEE).
- How much revenue does JANE & LESLIE KATZ CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $130,087, expenses of $403,575 and total assets of $1,059,140 at year end.
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