Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2010
For calendar year 2010, or tax year beginning 01-01-2010 , and ending 12-31-2010
G
Check all that apply:
Name of foundation
ALEX KATZ FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)C/O A KOZAK AND CO 192 LEXINGTONAVE NO 1100Room/suite
City or town, state, and ZIP code
NEW YORK, NY10016
A Employer identification number

51-0529249
B Telephone number (see page 10 of the instructions)

(212) 889-6371
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$18,385,059J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 3,594,825
2 Check bullet
3 Interest on savings and temporary cash investments 140 140 140
4 Dividends and interest from securities...... 339,520 339,520 339,520
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 38,768
b Gross sales price for all assets on line 6a 3,310,538
7 Capital gain net income (from Part IV, line 2)... 62,918
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 3,973,253 402,578 339,660
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 20,000 0 0 20,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 3,500 2,625 2,625 875
c Other professional fees (attach schedule).... Click to see attachment 53,317 53,317 53,317 0
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 8,483 983 983 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 246 56 56 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 85,546 56,981 56,981 20,875
25 Contributions, gifts, grants paid........ 899,390 899,390
26 Total expenses and disbursements. Add lines 24 and 25 984,936 56,981 56,981 920,265
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,988,317
b Net investment income (if negative, enter -0-) 345,597
c Adjusted net income (if negative, enter -0-)... 282,679
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2010)
Form 990-PF (2010)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 80,687 125,185 125,185
2 Savings and temporary cash investments.......... 2,992,169 3,269,633 3,269,633
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 657,858 Click to see attachment249,275 258,878
b Investments—corporate stock (attach schedule)........ 3,557,099 Click to see attachment4,638,038 5,550,373
c Investments—corporate bonds (attach schedule)........ 6,904,321 Click to see attachment8,517,394 8,658,739
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment141,325 Click to see attachment522,251 Click to see attachment522,251
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 14,333,459 17,321,776 18,385,059
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 14,333,459 17,321,776
30 Total net assets or fund balances (see page 17 of the
instructions).................... 14,333,459 17,321,776
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 14,333,459 17,321,776
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 14,333,459
2 Enter amount from Part I, line 27a...................... 2 2,988,317
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 17,321,776
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 17,321,776
Form 990-PF (2010)
Form 990-PF (2010)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a 1,300SHS CISCO SYSTEMS INC P 2009-04-14 2010-01-25
b 1,300SHS JPMORGAN CHASE & CO P 2009-03-16 2010-01-25
c 900SHS JPMORGAN CHASE & CO P 2009-04-09 2010-01-25
d $10M USTB 03/18/10 P 2009-09-18 2010-02-22
e $100M USTB 03/18/10 P 2009-09-18 2010-03-09
$25M USTB 03/18/10 P 2009-09-18 2010-03-10
1,300SHS ASTRAZENECA PLC P 2009-12-08 2010-03-12
600SHS ASTRAZENECA PLC P 2009-12-31 2010-03-12
$75M USTB 03/18/10 P 2009-09-18 2010-03-18
$100M USTB 04/22/10 P 2010-01-08 2010-04-22
$40M USTB 06/17/10 P 2010-01-28 2010-05-13
$110M USTB 06/17/10 P 2010-01-28 2010-06-17
1,700SHS DENTSPLY INTL INC P 2009-07-21 2010-06-29
800SHS DENTSPLY INTL INC P 2009-08-20 2010-06-29
100SHS UNITED TECHNOLOGIES CORP P 2010-03-19 2010-06-29
$75M USTB 09/16/10 P 2010-06-18 2010-07-14
$50M USTB 09/30/10 P 2010-07-02 2010-07-28
$75M USTB 09/30/10 P 2010-07-02 2010-08-20
$100M USTB 09/30/10 P 2010-07-02 2010-09-14
$50M USTB 09/30/10 P 2010-07-02 2010-09-30
$275M USTB 11/04/10 P 2010-05-04 2010-11-04
400SHS JOHNSON & JOHNSON P 2010-03-22 2010-11-29
500SHS AMGEN INC P 2009-04-24 2010-03-11
1,600SHS BANK OF AMERICA CORP P 2009-10-21 2010-05-07
1,000SHS BANK OF AMERICA CORP P 2010-03-11 2010-05-07
500SHS QUEST DIAGNOSTICS INC P 2009-12-15 2010-05-20
500SHS QUEST DIAGNOSTICS INC P 2010-03-08 2010-05-20
900SHS ANADARKO PETROLEUM CORP P 2010-05-18 2010-06-02
1,000SHS EXPEDIA INC. P 2010-03-08 2010-06-24
480SHS RESEARCH IN MOTION LTD P 2009-10-15 2010-07-08
70SHS RESEARCH IN MOTION LTD P 2009-10-15 2010-07-08
100SHS RESEARCH IN MOTION LTD P 2009-10-15 2010-07-08
1,600SHS LINCOLN NATIONAL CORP P 2010-06-14 2010-07-19
$80M ALCOA INC 7.375% 8/1/10 P 2009-08-21 2010-08-02
800SHS ITT CORP P 2008-01-31 2010-01-07
150SHS ITT CORP P 2008-02-01 2010-01-07
1,000SHS ITT CORP COM P 2008-10-13 2010-01-07
1,200SHS CISCO SYSTEMS INC P 2008-01-30 2010-01-25
1,300SHS CISCO SYSTEMS INC P 2009-01-14 2010-01-25
350SHS SPIRIT AEROSYSTEMS HLDGS INC CL A P 2008-03-25 2010-01-27
150SHS SPIRIT AEROSYSTEMS HLDGS INC CL A P 2008-07-02 2010-01-27
300SHS SPIRIT AEROSYSTEMS HLDGS INC CL A P 2008-09-10 2010-01-27
100SHS SPIRIT AEROSYSTEMS HLDGS INC CL A P 2008-07-02 2010-03-19
3,300SHS SPIRIT AEROSYSTEMS HLDGS INC CL A P 2008-10-13 2010-03-19
900SHS SEMPRA ENERGY COM P 2008-01-31 2010-04-28
100SHS SEMPRA ENERGY COM P 2008-02-01 2010-04-28
1,000SHS SEMPRA ENERGY COM P 2008-10-13 2010-04-28
800SHS CHUBB CORP P 2009-04-13 2010-06-29
800SHS CHUBB CORP P 2009-04-24 2010-06-29
200SHS CHUBB CORP P 2009-05-26 2010-06-29
400SHS UNITED TECHNOLOGIES CORP P 2008-01-30 2010-06-29
1,200SHS UNITED TECHNOLOGIES CORP P 2008-10-13 2010-06-29
400SHS JOHNSON & JOHNSON P 2008-01-30 2010-11-29
600SHS JOHNSON & JOHNSON P 2009-01-14 2010-11-29
400SHS JOHNSON & JOHNSON P 2009-06-09 2010-11-29
2,200SHS HUNTSMAN CORP P 2009-10-02 2010-12-09
900SHS HUNTSMAN CORP P 2009-11-30 2010-12-09
2,400SHS AT&T INC P 2009-04-09 2010-05-07
600SHS BP PLC SPONS ADR D 2003-10-06 2010-05-18
300SHS BP PLC SPONS ADR D 2003-12-17 2010-05-18
200SHS 3M COMPANY D 2003-03-06 2010-05-21
200SHS 3M COMPANY D 2003-08-01 2010-05-21
400SHS 3M COMPANY P 2006-10-16 2010-05-21
$200M USTN 4.5% 11/15/2010 P 2006-10-17 2010-11-15
$250M BERKSHIRE HATHAWAY FIN GLOBAL 4.125% 01/15/10 P 2008-10-28 2010-01-15
$300M BERKSHIRE HATHAWAY INC 4.2% 12/15/10 P 2008-11-18 2010-12-15
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 29,990   23,382 6,608
b 51,448   32,031 19,417
c 35,618   27,921 7,697
d 10,000   10,000 0
e 99,998   99,998 0
25,000   25,000 0
57,559   59,249 -1,690
26,566   28,109 -1,543
75,000   75,000 0
100,000   100,000 0
39,994   39,994 0
110,000   110,000 0
51,171   50,274 897
24,080   27,190 -3,110
6,467   7,358 -891
74,981   74,981 0
49,987   49,987 0
74,988   74,988 0
99,994   99,994 0
50,000   50,000 0
275,000   275,000 0
24,672   26,132 -1,460
28,459   24,835 3,624
26,148   27,766 -1,618
16,343   17,411 -1,068
26,499   29,879 -3,380
26,499   28,261 -1,762
38,443   53,223 -14,780
19,317   23,296 -3,979
23,290   33,968 -10,678
3,396   4,940 -1,544
4,852   7,015 -2,163
35,915   44,669 -8,754
80,000   83,566 -3,566
39,349   46,942 -7,593
7,378   8,978 -1,600
49,186   45,499 3,687
27,683   29,040 -1,357
29,990   21,007 8,983
7,370   7,946 -576
3,159   2,911 248
6,317   6,083 234
2,267   1,941 326
74,800   41,204 33,596
43,806   49,611 -5,805
4,867   5,602 -735
48,673   39,365 9,308
40,576   34,719 5,857
40,576   33,231 7,345
10,144   8,031 2,113
25,868   29,127 -3,259
77,605   61,270 16,335
24,672   25,052 -380
37,008   34,969 2,039
24,672   22,383 2,289
34,985   18,453 16,532
14,312   8,409 5,903
60,245   62,544 -2,299
27,469   26,487 982
13,735   14,207 -472
15,538   12,450 3,088
15,538   14,205 1,333
31,076   30,421 655
200,000   198,775 1,225
250,000   252,425 -2,425
300,000   308,916 -8,916
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       6,608
b       19,417
c       7,697
d       0
e       0
      0
      -1,690
      -1,543
      0
      0
      0
      0
      897
      -3,110
      -891
      0
      0
      0
      0
      0
      0
      -1,460
      3,624
      -1,618
      -1,068
      -3,380
      -1,762
      -14,780
      -3,979
      -10,678
      -1,544
      -2,163
      -8,754
      -3,566
      -7,593
      -1,600
      3,687
      -1,357
      8,983
      -576
      248
      234
      326
      33,596
      -5,805
      -735
      9,308
      5,857
      7,345
      2,113
      -3,259
      16,335
      -380
      2,039
      2,289
      16,532
      5,903
      -2,299
      982
      -472
      3,088
      1,333
      655
      1,225
      -2,425
      -8,916
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 62,918
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . 		Bracket 3 -23,743
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2009 1,258,916 12,507,620 0.100652
2008 2,972,680 10,939,153 0.271747
2007 895,740 5,435,418 0.164797
2006 612,788 2,728,672 0.224574
2005 267,600 351,023 0.762343
2 Total of line 1, column (d) ...................... 2 1.524113
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.304823
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 14,983,219
5 Multiply line 4 by line 3....................... 5 4,567,230
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 3,456
7 Add lines 5 and 6......................... 7 4,570,686
8 Enter qualifying distributions from Part XII, line 4.............. 8 920,265
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2010)
Form 990-PF (2010)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 6,912
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 6,912
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,912
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 6,256
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 5,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 11,256
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 4,344
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet4,344 Refunded Bullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?.............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletDE
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .Click to see attachment
    8b
     
    No
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2010 or the taxable year beginning in 2010 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV...........................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.Click to see attachment
    10
    Yes
     
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletVINCENT KATZ Telephone no.bullet (212) 463-7598
    Located atbullet211 WEST 19TH STREETNEW YORKNY ZIP+4bullet100114000
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2010, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2010?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2010, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2010?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2010 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2010.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2010?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    ALEX KATZ PRESIDENT & DIRECTOR
    0.00     		0 0 0
    C/O A KOZAK 192 LEXINGTON AVE 1100
    NEW YORK,NY10016
    ADA KATZ VICE-PRES & DIRECTOR
    0.00     		0 0 0
    C/O A KOZAK 192 LEXINGTON AVE 1100
    NEW YORK,NY10016
    VINCENT KATZ TREASURER & DIRECTOR
    20.00     		10,000 0 0
    211 WEST 19TH STREET 5TH FL
    NEW YORK,NY10011
    VIVIEN BITTENCOURT KATZ SECRETARY & DIRECTOR
    20.00     		10,000 0 0
    211 WEST 19TH STREET 5TH FL
    NEW YORK,NY10011
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 COLBY COLLEGE MUSEUM OF ART 0
    2 BOWDOIN COLLEGE MUSEUM OF ART 0
    3 THE COOPER UNION 0
    4 PHILADELPHIA MUSEUM OF ART 0
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3...........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    12,942,755
    b
    Average of monthly cash balances.......................
    1b
    1,895,400
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    373,235
    d
    Total (add lines 1a, b, and c).........................
    1d
    15,211,390
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) ..............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d..........................
    3
    15,211,390
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    228,171
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    14,983,219
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    749,161
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
     
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4.............................
    5
     
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1.................................
    7
     
    Part XII
    Qualifying Distributions (see page 25 of the instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    920,265
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes................................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    920,265
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    920,265
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2009     		(c)
    2009     		(d)
    2010
    1 Distributable amount for 2010 from Part XI, line 7 0
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2010:
    a From 2005....... 267,600
    b From 2006....... 612,788
    c From 2007....... 895,740
    d From 2008....... 2,972,680
    e From 2009....... 1,258,916
    fTotal of lines 3a through e......... 6,007,724
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$  
    a Applied to 2009, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		 0
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		0
    d Applied to 2010 distributable amount..... 0
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2010. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 6,007,724
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		0
    e Undistributed income for 2009. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		0
    f Undistributed income for 2010. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		0
    8Excess distributions carryover from 2005 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		267,600
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......     		5,740,124
    10 Analysis of line 9:
    a Excess from 2006.... 612,788
    b Excess from 2007.... 895,740
    c Excess from 2008.... 2,972,680
    d Excess from 2009.... 1,258,916
    e Excess from 2010....  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2010, enter the date of the ruling.......bullet
    2005-02-28
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2010 (b) 2009 (c) 2008 (d) 2007
    282,679 259,655 183,597 0 725,931
    b 85% of line 2a ......... 240,277 220,707 156,057 0 617,041
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		920,265 1,258,916 2,972,680 895,740 6,047,601
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		0 0 0 0 0
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		920,265 1,258,916 2,972,680 895,740 6,047,601
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ...... 18,367,434 14,851,559 12,779,927 11,272,413 57,271,333
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		         0
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		499,441 416,921 364,639 0 1,281,001
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    ALEX KATZ
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    COLBY COLLEGE MUSEUM OF ART
    4373 MAYFLOWER HILL
    WATERVILLE,ME049018843     		N/A PUBLIC CONTRIBUTION OF ARTWORK - JUAN GOMEZ, GREEN CHAIR, 2009 2,800
    BOWDOIN COLLEGE MUSEUM OF ART
    9400 COLLEGE STATION
    BRUNSWICK,ME04011     		N/A PUBLIC CONTRIBUTION OF ARTWORK - JUAN GOMEZ, FIGURES AND LEAVES, 2009 2,800
    BOWDOIN COLLEGE MUSEUM OF ART
    9400 COLLEGE STATION
    BRUNSWICK,ME04011     		N/A PUBLIC CONTRIBUTION OF ARTWORK - JUAN GOMEZ, MOTHER AND CHILD, 2009 2,800
    WILLIAM A FARNSWORTH LIBRARY & ART MUSEUM INC
    16 MUSEUM STREET
    ROCKLAND,ME04841     		N/A PUBLIC CONTRIBUTION OF ARTWORK - MICHAEL JOO, SWISS ROLL, 2008 56,000
    COLBY COLLEGE MUSEUM OF ART
    4373 MAYFLOWER HILL
    WATERVILLE,ME049018843     		N/A PUBLIC CONTRIBUTION OF ARTWORK - HELMUT FEDERLE, THE DANISH PRINCE, 2009 37,500
    COLBY COLLEGE MUSEUM OF ART
    4373 MAYFLOWER HILL
    WATERVILLE,ME049018843     		N/A PUBLIC CONTRIBUTION OF ARTWORK - SYLVIA PLIMACK MANGOLD, THE ELM TREE, 1991 1,200
    COLBY COLLEGE MUSEUM OF ART
    4373 MAYFLOWER HILL
    WATERVILLE,ME049018843     		N/A PUBLIC CONTRIBUTION OF ARTWORK - WALLACE BERMAN, UNTITLED #117, C. 1964-1976 12,000
    COLBY COLLEGE MUSEUM OF ART
    4373 MAYFLOWER HILL
    WATERVILLE,ME049018843     		N/A PUBLIC CONTRIBUTION OF ARTWORK - ALEX KATZ, PORTRAIT OF RED GROOMS, 1960 18,800
    COLBY COLLEGE MUSEUM OF ART
    4373 MAYFLOWER HILL
    WATERVILLE,ME049018843     		N/A PUBLIC CONTRIBUTION OF ARTWORK - BOB THOMPSON, UNTITLED, 1962 80,000
    COLBY COLLEGE MUSEUM OF ART
    4373 MAYFLOWER HILL
    WATERVILLE,ME049018843     		N/A PUBLIC CONTRIBUTION OF ARTWORK - ROBERT MOSKOWITZ, UNTITLED #71, 1962 8,125
    COLBY COLLEGE MUSEUM OF ART
    4373 MAYFLOWER HILL
    WATERVILLE,ME049018843     		N/A PUBLIC CONTRIBUTION OF ARTWORK - JUSTEN LADDA, IRIS MIRROR, 2009 3,000
    COLBY COLLEGE MUSEUM OF ART
    4373 MAYFLOWER HILL
    WATERVILLE,ME049018843     		N/A PUBLIC CONTRIBUTION OF ARTWORK-SYLVIA PLIMACK MANGOLD,THE ELM TREE (STATE II),1993 1,200
    COLBY COLLEGE MUSEUM OF ART
    4373 MAYFLOWER HILL
    WATERVILLE,ME049018843     		N/A PUBLIC CONTRIBUTION OF ARTWORK - ROBERT RAUSCHENBERG, CARBOARD VI, 1971 5,625
    COLBY COLLEGE MUSEUM OF ART
    4373 MAYFLOWER HILL
    WATERVILLE,ME049018843     		N/A PUBLIC CONTRIBUTION OF ARTWORK - YVONNE JAQUETTE, NIGHTSCAPE WOODCUT, 1998 1,200
    COLBY COLLEGE MUSEUM OF ART
    4373 MAYFLOWER HILL
    WATERVILLE,ME049018843     		N/A PUBLIC CONTRIBUTION OF ARTWORK - DAVID SALLE, RIPS IN THE MIRROR, 1998 116,500
    COLBY COLLEGE MUSEUM OF ART
    4373 MAYFLOWER HILL
    WATERVILLE,ME049018843     		N/A PUBLIC CONTRIBUTION OF ARTWORK - NICOLE WITTENBERG, UNTITLED, 2010 3,000
    COLBY COLLEGE MUSEUM OF ART
    4373 MAYFLOWER HILL
    WATERVILLE,ME049018843     		N/A PUBLIC CONTRIBUTION OF ARTWORK - RAFAEL FERRER, "APUESTA?", 1997 50,000
    COLBY COLLEGE MUSEUM OF ART
    4373 MAYFLOWER HILL
    WATERVILLE,ME049018843     		N/A PUBLIC CONTRIBUTION OF ARTWORK - RAFAEL FERRER, "#18 2008", 2008 1,750
    COLBY COLLEGE MUSEUM OF ART
    4373 MAYFLOWER HILL
    WATERVILLE,ME049018843     		N/A PUBLIC CONTRIBUTION OF ARTWORK - RAFAEL FERRER, "#2, PARIS 1977", 1977 1,750
    COLBY COLLEGE MUSEUM OF ART
    4373 MAYFLOWER HILL
    WATERVILLE,ME049018843     		N/A PUBLIC CONTRIBUTION OF ARTWORK - RAFAEL FERRER, "NOV. 27, 1975", 1975 600
    COLBY COLLEGE MUSEUM OF ART
    4373 MAYFLOWER HILL
    WATERVILLE,ME049018843     		N/A PUBLIC CONTRIBUTION OF ARTWORK - RAFAEL FERRER, "MARCH 29, 1980", 1980 500
    COLBY COLLEGE MUSEUM OF ART
    4373 MAYFLOWER HILL
    WATERVILLE,ME049018843     		N/A PUBLIC CONTRIBUTION OF ARTWORK - RACKSTRAW DOWNES, BERGEN COUNTY GENERATING STATION 9,600
    MUSEUM OF FINE ARTS BOSTON
    AVENUE OF THE ARTS 465 HUNTINGTON
    AVENUE
    BOSTON,MA02115     		N/A PUBLIC CONTRIBUTION OF ARTWORK - JUAN GOMEZ, TIME EXTENSION ITINERANT, 2009 9,600
    MUSEUM OF FINE ARTS BOSTON
    AVENUE OF THE ARTS 465 HUNTINGTON
    AVENUE
    BOSTON,MA02115     		N/A PUBLIC CONTRIBUTION OF ARTWORK - SPENCER SWEENEY, TBC, 2009 6,000
    MUSEUM OF FINE ARTS BOSTON
    AVENUE OF THE ARTS 465 HUNTINGTON
    AVENUE
    BOSTON,MA02115     		N/A PUBLIC CONTRIBUTION OF ARTWORK - RICHARD BOSMAN, PHILIP GUSTON'S ROOM, 2009 15,000
    MUSEUM OF FINE ARTS BOSTON
    AVENUE OF THE ARTS 465 HUNTINGTON
    AVENUE
    BOSTON,MA02115     		N/A PUBLIC CONTRIBUTION OF ARTWORK - RACKSTRAW DOWNES, THE SANDHILLS PRESIDIO LOOKING 8,000
    BOWDOIN COLLEGE MUSEUM OF ART
    9400 COLLEGE STATION
    BRUNSWICK,ME04011     		N/A PUBLIC CONTRIBUTION OF ARTWORK - ALEX KATZ, UNTITLED, 1964 11,400
    BOWDOIN COLLEGE MUSEUM OF ART
    9400 COLLEGE STATION
    BRUNSWICK,ME04011     		N/A PUBLIC CONTRIBUTION OF ARTWORK - ALEX KATZ, ALBA'S GARDEN, 1991 17,250
    BOWDOIN COLLEGE MUSEUM OF ART
    9400 COLLEGE STATION
    BRUNSWICK,ME04011     		N/A PUBLIC CONTRIBUTION OF ARTWORK - ALEX KATZ, UNTITLED, 1954 32,200
    BOWDOIN COLLEGE MUSEUM OF ART
    9400 COLLEGE STATION
    BRUNSWICK,ME04011     		N/A PUBLIC CONTRIBUTION OF ARTWORK - ALEX KATZ, LANDSCAPE WITH CARS, 1954 31,000
    BOWDOIN COLLEGE MUSEUM OF ART
    9400 COLLEGE STATION
    BRUNSWICK,ME04011     		N/A PUBLIC CONTRIBUTION OF ARTWORK - ALEX KATZ, UNTITLED (INTERIOR), C. 1950S 43,750
    BOWDOIN COLLEGE MUSEUM OF ART
    9400 COLLEGE STATION
    BRUNSWICK,ME04011     		N/A PUBLIC CONTRIBUTION OF ARTWORK - SYLVIA PLIMACK MANGOLD, PIN OAK, 2004 2,240
    BOWDOIN COLLEGE MUSEUM OF ART
    9400 COLLEGE STATION
    BRUNSWICK,ME04011     		N/A PUBLIC CONTRIBUTION OF ARTWORK - RICHARD BOSMAN, BACONS DOOR, 2009 8,000
    BOWDOIN COLLEGE MUSEUM OF ART
    9400 COLLEGE STATION
    BRUNSWICK,ME04011     		N/A PUBLIC CONTRIBUTION OF ARTWORK - RACKSTRAW DOWNES, HYDROPONIC TOMATO PLANT BETWEEN 4,800
    BOWDOIN COLLEGE MUSEUM OF ART
    9400 COLLEGE STATION
    BRUNSWICK,ME04011     		N/A PUBLIC CONTRIBUTION OF ARTWORK - RACKSTRAW DOWNES, PRESIDIO-BEEHIVES NEAR A CANYON 6,400
    BOWDOIN COLLEGE MUSEUM OF ART
    9400 COLLEGE STATION
    BRUNSWICK,ME04011     		N/A PUBLIC CONTRIBUTION OF ARTWORK - MITCH EPSTEIN, UNTITLED (NEW YORK), 1998 15,000
    BOWDOIN COLLEGE MUSEUM OF ART
    9400 COLLEGE STATION
    BRUNSWICK,ME04011     		N/A PUBLIC CONTRIBUTION OF ARTWORK - ROB PRUITT, EXQUISITE SELF PORTRAIT:PAST,PRESENT,F 36,000
    BOWDOIN COLLEGE MUSEUM OF ART
    9400 COLLEGE STATION
    BRUNSWICK,ME04011     		N/A PUBLIC CONTRIBUTION OF ARTWORK - FRANCESCO CLEMENTE,ACTORS OF THE TERREIRO III,2008 44,000
    PHILADELPHIA MUSEUM OF ART
    PO BOX 7646
    PHILADELPHIA,PA19101     		N/A PUBLIC CONTRIBUTION OF ARTWORK - RACKSTRAW DOWNES, 110TH AND BROADWAY, 1978 86,500
    THE COOPER UNION
    30 COOPER SQUARE 8TH FLOOR
    NEW YORK,NY10003     		N/A PUBLIC GENERAL CONTRIBUTION 100,000
    AMERICAN ACADEMY IN ROME
    7 EAST 60 STREET
    NEW YORK,NY10022     		N/A PUBLIC GENERAL CONTRIBUTION 250
    NATIONAL ACADEMY
    1083 FIFTH AVENUE
    NEW YORK,NY10128     		N/A PUBLIC GENERAL CONTRIBUTION 250
    THE BROOKLYN RAIL INC
    99 COMMERCIAL STREET 32
    BROOKLYN,NY11222     		N/A PUBLIC GENERAL CONTRIBUTION 5,000
    Total .................................bullet 3a 899,390
    bApproved for future payment
    Total ..................................bullet 3b 0
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 140  
    4 Dividends and interest from securities....     14 339,520  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory     18 38,768  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 378,428 0
    13Total. Add line 12, columns (b), (d), and (e)...................
    13378,428
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash....................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements............................
    1b(4)
     
    No
    (5) Loans or loan guarantees..............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2010)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2010
    Name of organization
    ALEX KATZ FOUNDATION INC
     
    Employer identification number

    51-0529249
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule—
    Special Rules
    ......................... Arrow Bullet   $    
    Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
    Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part I
    Name of organization
    ALEX KATZ FOUNDATION INC
          		Employer identification number

    51-0529249
    Part I
    Contributors (see Instructions)
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    1
     
     

    ALEX KATZ    
    C/O A KOZAK CO 192 LEXINGTON AVE 11
       
    NEW YORK, NY   10016

    		$3,594,825




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part II
    Name of organization
    ALEX KATZ FOUNDATION INC
          		Employer identification number

    51-0529249
    Part II
    Noncash Property (see Instructions)
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 50% INTEREST IN SEVEN (7) WORKS OF ART BY ALEX KATZ PREVIOUSLY REACQUIRED BY ARTIST. SEE FOOTNOTE 1.   $94,825 2010-04-06
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part III
    Name of organization
    ALEX KATZ FOUNDATION INC
          		Employer identification number

    51-0529249
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2010 AccountingFeesSchedule
    Name:
    ALEX KATZ FOUNDATION INC
    EIN: 51-0529249
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 3,500 2,625 2,625 875

    TY 2010 ExplnOfNonFilingWithAGStmt
    Name:
    ALEX KATZ FOUNDATION INC
    EIN: 51-0529249
    Statement:
    THE ORGANIZATION IS NOT REQUIRED TO FURNISH A COPY OF FORM 990-PF TO THE ATTORNEY GENERAL OF DELAWARE.

    TY 2010 GeneralExplanationAttachment
    Name:
    ALEX KATZ FOUNDATION INC
    EIN: 51-0529249
    Identifier Return Reference Explanation
    FOOTNOTE 1-DESCRIPTION OF 50% INTEREST OF SEVEN WORKS DONATED TO FOUNDATION FORM 990-PF, SCHEDULE B, PART II, LINE 1 ALEX KATZ, PORTRAIT OF RED GROOMS, 1960, O/B 30 X 43" $ 9,400.ALEX KATZ, UNTITLED, 1964, O/B, 12 X 8" 5,700.ALEX KATZ, ALBA'S GARDEN, 1991, O/B, 9 X 12" 8,625.ALEX KATZ, UNTITLED, C. 1950S, O/B, 14 X 15" 16,100.ALEX KATZ, LANDSCAPE WITH CARS, 1954, O/B, 16 X 20" 15,500.ALEX KATZ, UNTITLED (INTERIOR), C. 1950S, O/B, 25 X 33" 21,875.ALEX KATZ, CORNICE, 1997, O/C, 8' X 10' 17,625. ---------TOTAL FAIR MARKET VALUE OF NONCASH PROPERTY DONATED $ 94,825. =========

    TY 2010 InvestmentsCorpBondsSchedule
    Name:
    ALEX KATZ FOUNDATION INC
    EIN: 51-0529249
    Name of Bond End of Year Book Value End of Year Fair Market Value
    $500M AMERICAN EXPRESS 3.15% 12/09/11 503,033 512,710
    $250M BERKSHIRE HATHAWAY FIN 4.125% 1/15/10 0 0
    $300M BERKSHIRE HATHAWAY 4.2% 12/15/10 0 0
    $500M JOHN DEERE 2.875% 06/19/12 514,160 516,620
    $750M GENERAL ELECTRIC CC 3% 12/09/11 747,847 768,030
    $1000M GOLDMAN SACHS 3.25% 6/15/12 1,003,660 1,038,090
    $500M NY COMMUNITY BANK 3% 12/16/11 514,260 511,980
    $70M SUNTRUST BANK 3% 11/16/11 70,112 71,593
    $80M ALCOA INC 7.375% 8/1/10 0 0
    $250M BERKSHIRE HATHAWAY 4.625% 10/15/13 258,913 271,482
    $500M CITIGROUP INC 2.125% 4/30/12 499,030 510,145
    $80M COLGATE PALMOLIVE 3.15% 8/5/15 81,784 83,301
    $80M CVS CORP 5.75% 8/15/11 85,878 82,481
    $500M GENERAL ELECTRIC CC 1.625% 1/7/11 499,660 500,020
    $500M GENERAL ELECTRIC CC 2.2% 6/8/12 498,495 511,195
    $250M MICROSOFT CORP 2.95% 6/1/14 246,250 260,245
    $250M PFIZER INC 4.45% 3/15/12 256,173 260,865
    $750M STANFORD UNIV REV 3.625% 5/1/14 790,066 793,935
    $80M TJX COMPANIES INC 4.2% 8/15/15 82,428 85,744
    $80M XEROX CORP 5.5% 5/15/12 83,037 84,497
    $250M BERKSHIRE HATHAWAY GLOBAL 2.125% 02/11/13 300,217 306,396
    $500M INTL BUSINESS MACHINES CORP 2% 01/05/16 491,490 488,890
    $500M MICROSOFT CORP 1.625% 09/25/15 492,490 487,615
    $500M WAL-MART STORES INC 2.875% 04/01/15 498,411 512,905

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    ALEX KATZ FOUNDATION INC
    EIN: 51-0529249
    Name of Stock End of Year Book Value End of Year Fair Market Value
    800 SHS 3M COMPANY 0 0
    2900 SHS ACCENTURE LTD 99,531 140,621
    2000 SHS BERKSHIRE HATHAWAY CL B 153,481 160,220
    900 SHS BP PLC SPONS ADR 0 0
    6000 SHS BROOKFIELD ASSET MGMT 149,052 199,740
    1200 SHS CISCO SYSTEMS INC 24,819 24,276
    900 SHS COLGATE PALMOLIVE CO 49,613 72,333
    5200 SHS CVS CORP 167,761 180,804
    1200 SHS EMERSON ELECTRIC CO 46,062 68,604
    1000 SHS EXXON MOBIL CORP 58,865 73,120
    400 SHS FEDEX CORP 29,818 37,204
    1500 SHS GENERAL ELECTRIC CO 53,355 27,435
    1700 SHS IBM 206,893 249,492
    2300 SHS INTEL CORP 44,010 48,369
    1950 SHS ITT CORP 0 0
    1000 SHS JOHNSON & JOHNSON 60,165 42,420
    1000 SHS JP MORGAN CHASE & CO 38,975 61,850
    5700 SHS LEUCADIA NATIONAL CORP 151,025 166,326
    2000 SHS MICROSOFT CORP 62,955 55,820
    3000 SHS NESTLE SA SPONS ADRS 132,304 176,214
    5500 SHS ONEX CORP SUB VTG 144,404 166,595
    2800 SHS PFIZER INC 64,986 49,028
    1500 SHS PRAXAIR INC 110,072 143,205
    2700 SHS PROCTER & GAMBLE 170,344 173,691
    3000 SHS RECKITT BENCKISER GROUP PLC 149,622 165,541
    1400 SHS SCHLUMBERGER LTD 74,086 116,900
    2000 SHS SEMPRA ENERGY 0 0
    4200 SHS SPIRIT AEROSYSTEMS 0 0
    1600 SHS UNITED TECHNOLOGIES CORP 0 0
    400 SHS AMGEN INC 23,286 21,960
    600 SHS APACHE CORP 42,204 71,538
    1900 SHS ASTRAZENECA PLC 0 0
    2400 SHS AT&T INC 0 0
    1600 SHS BANK OF AMERICA CORP 0 0
    400 SHS BOEING CO 21,054 26,104
    700 SHS CATERPILLAR INC 25,671 65,562
    600 SHS CELEGENE CORP 23,250 35,484
    600 SHS CHEVRON CORP 38,760 54,750
    1000 SHS CHUBB CORP 51,982 59,640
    3700 SHS DANAHER CORP 136,457 174,529
    2500 SHS DENTSPLY INTL INC 0 0
    600 SHS DOVER CORP 25,548 35,070
    2000 SHS HEWLETT PACKARD CO 68,345 84,200
    7500 SHS HUNTSMAN CORP 58,405 117,075
    400 SHS KOHLS CORP 22,010 21,736
    2100 SHS MCCORMICK & CO INC 67,219 97,713
    2300 SHS ORACLE CORP 41,868 71,990
    1800 SHS QUALCOMM INC 69,281 89,082
    500 SHS QUEST DIAGNOSTICS INC 0 0
    3800 SHS RANGE RESOURCES CORP 173,318 170,924
    650 SHS RESEARCH IN MOTION LTD 0 0
    7000 SHS US BANCORP DEL 139,090 188,790
    8000 SHS AMEREN CORP 230,739 225,520
    5500 SHS AMERICAN WATER WORKS CO INC 120,873 139,095
    200 SHS APPLE INC 44,156 64,512
    1150 SHS BED BATH & BEYOND INC 46,712 56,522
    5400 SHS BRINKER INTERNATIONAL INC 86,359 112,752
    650 SHS CUMMINS INC 43,264 71,507
    600 SHS DEVON ENERGY CORP 38,766 47,106
    600 SHS HESS CORP 37,392 45,924
    3500 SHS HONEYWELL INTERNATIONAL INC 164,916 186,060
    700 SHS MEDTRONIC INC 31,455 25,963
    550 SHS PNC FINANCIAL SERVICES GROUP INC 32,480 33,396
    3700 SHS ST. JUDE MEDICAL INC 143,697 158,175
    2300 SHS UNITED PARCEL SERVICE INC CL B 145,072 166,934
    1200 SHS WALT DISNEY CO 38,456 45,012
    6000 SHS WELLS FARGO & CO 163,755 185,940

    TY 2010 InvestmentsGovtObligationsSch
    Name:
    ALEX KATZ FOUNDATION INC
    EIN: 51-0529249
    US Government Securities - End of Year Book Value:

    249,275
    US Government Securities - End of Year Fair Market Value:

    258,878
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2010 OtherAssetsSchedule
    Name:
    ALEX KATZ FOUNDATION INC
    EIN: 51-0529249
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ARTWORK - 4 WORKS BY JUAN GOMEZ 18,000 0 0
    ARTWORK - ROBERT RAUSCHENBERG,CARDBOARD VI,1971 5,625 0 0
    ARTWORK - YVONNE JAQUETTE,NIGHTSCAPE WOODCUT,1998 1,200 0 0
    ARTWORK - DAVID SALLE, RIPS IN THE MIRROR 116,500 0 0
    ARTWORK - JUSTEN LADDA, RED MIRROR, 2009 0 3,000 3,000
    ARTWORK - ALEX KATZ, CORNICE, 1997 0 35,250 35,250
    ARTWORK - ALEX KATZ,VINCENT WITH A RADIO,1974 0 242,500 242,500
    ARTWORK - ENZO CUCCHI, CATTEDRALE, 2009 0 33,501 33,501
    ARTWORK - ALEX KATZ, MOTHER'S DAY, 1959 0 104,500 104,500
    ARTWORK - ALEX KATZ, UNTITLED, 1999 0 67,500 67,500
    ARTWORK - ROB PRUITT,EXQUISITE SELF PORTRAIT:FATHER MARTIAN,2010 0 36,000 36,000


    TY 2010 OtherExpensesSchedule
    Name:
    ALEX KATZ FOUNDATION INC
    EIN: 51-0529249
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    REGISTERED AGENT & FILING FEES 190 0 0 0
    BANK FEES 56 56 56 0


    TY 2010 OtherProfessionalFeesSchedule
    Name:
    ALEX KATZ FOUNDATION INC
    EIN: 51-0529249
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 53,317 53,317 53,317 0


    TY 2010 SubstantialContributorsSch
    Name:
    ALEX KATZ FOUNDATION INC
    EIN: 51-0529249
    Name Address
    ALEX KATZ AKOZAK CO 192 LEXINGTON AVE 1100
    NEW YORK,NY10016


    TY 2010 TaxesSchedule
    Name:
    ALEX KATZ FOUNDATION INC
    EIN: 51-0529249
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL NET INVEST INCOME TAX 7,500 0 0 0
    FOREIGN TAX PAID-FIRST MANHATTAN 983 983 983 0