Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 11-01-2013 , and ending 10-31-2014
Name of foundation
KOLATCH FAMILY FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)910 SYLVAN AVENUE SUITE 130   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ENGLEWOOD CLIFFS, NJ07632
A Employer identification number

13-3918276
B Telephone number (see instructions)

(201) 568-8005
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$44,784,550J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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 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) 51,645,904
2 Check bullet
3 Interest on savings and temporary cash investments 479,153 479,153  
4 Dividends and interest from securities...... 260,732 260,732  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 53,668
b Gross sales price for all assets on line 6a 143,977
7 Capital gain net income (from Part IV, line 2)... 53,668
8 Net short-term capital gain.........  
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)....... Click to see attachment 5,007 5,007  
12 Total. Add lines 1 through 11........ 52,444,464 798,560  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest............... 5,538 5,538   0
18 Taxes (attach schedule) (see instructions) Click to see attachment 3,782 0   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 6,258 48   6,210
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 15,578 5,586   6,210
25 Contributions, gifts, grants paid........ 42,151,037 2,095,138
26 Total expenses and disbursements. Add lines 24 and 25 42,166,615 5,586   2,101,348
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 10,277,849
b Net investment income (if negative, enter -0-) 792,974
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
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............... 66,131 725,457 725,457
2 Savings and temporary cash investments.......... 1,141,903 2,204,810 2,204,810
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 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)      
b Investments—corporate stock (attach schedule)........      
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 25,404,419 Click to see attachment36,293,705 41,854,283
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 26,612,453 39,223,972 44,784,550
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) Click to see attachment1,150,912 Click to see attachment1,106,476
23 Total liabilities (add lines 17 through 22).......... 1,150,912 1,106,476
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......... 679,470 679,470
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 24,782,071 37,438,026
30 Total net assets or fund balances (see page 17 of the
instructions).................... 25,461,541 38,117,496
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 26,612,453 39,223,972
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 25,461,541
2 Enter amount from Part I, line 27a..................... 2 10,277,849
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 2,378,106
4 Add lines 1, 2, and 3.......................... 4 38,117,496
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 38,117,496
Form 990-PF (2013)
Form 990-PF (2013)
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 TEXAS UTILITIES ELECTRIC, 7.48%, 1/1/2017   2010-01-06 2014-01-02
b TEXAS UTILITIES ELECTRIC, 7.48%, 1/1/2017   2009-08-13 2014-01-02
c TEXAS UTILITIES ELECTRIC, 7.48%, 1/1/2017   2010-01-06 2014-07-01
d TEXAS UTILITIES ELECTRIC, 7.48%, 1/1/2017   2009-08-13 2014-07-01
e
(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 3,916   2,546 1,370
b 12,291   7,620 4,671
c 30,874   20,068 10,806
d 96,896   60,075 36,821
e
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       1,370
b       4,671
c       10,806
d       36,821
e
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 53,668
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 instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
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))
2012 525,639 25,012,411 0.021015
2011 737,446 14,130,790 0.052187
2010 702,486 13,749,294 0.051093
2009 256,037 12,132,416 0.021104
2008 1,164,360 8,439,399 0.137967
2 Total of line 1, column (d) ...................... 2 0.283366
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 0.056673
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 56,663,119
5 Multiply line 4 by line 3....................... 5 3,211,269
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 7,930
7 Add lines 5 and 6......................... 7 3,219,199
8 Enter qualifying distributions from Part XII, line 4.............. 8 2,101,348
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.
Form 990-PF (2013)
Form 990-PF (2013)
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 15,859
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 15,859
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 15,859
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 18,000
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 20,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 38,000
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 22,141
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet22,141 RefundedBullet 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
    Yes
     
    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 instructions)
    bulletNJ
    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 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    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 instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    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 ofbulletJONATHAN KOLATCH Telephone no.bullet (201) 568-8005
    Located atbullet910 SYLVAN AVENUE STE 130ENGLEWOOD CLIFFSNJ ZIP+4bullet07632
    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 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See 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 (2013)
    Form 990-PF (2013)
    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 2013?.............
    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 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    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 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 2013 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 2013.)....................
    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 2013?
    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 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 instructions)? ......
    5b
    Yes
     
    .........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). Click to see attachment
    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 (2013)
    Form 990-PF (2013)
    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 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
    JONATHAN L KOLATCH TRUSTEE
    0.00     		0 0 0
    910 SYLVAN AVENUE SUITE 130
    ENGLEWOOD CLIFFS,NJ07632
    MINDY S KOLATCH TRUSTEE
    0.00     		0 0 0
    910 SYLVAN AVENUE SUITE 130
    ENGLEWOOD CLIFFS,NJ07632
    2 Compensation of five highest-paid employees (other than those included on line 1—see 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 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 PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS EXEMPT UNDER SECTION 0
    2 501(C) OF THE INTERNAL REVENUE CODE. 0
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see 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 Click to see attachment 0
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see 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
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    2,833,156
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    15,859
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    15,859
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,817,297
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,817,297
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    2,817,297
    Part XII
    Qualifying Distributions (see 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
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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
     
    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 instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    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 (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 2,817,297
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 204,504
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 2,101,348
    a Applied to 2012, but not more than line 2a 204,504
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 1,896,844
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013. 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 0
    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 instructions ...........     		0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		920,453
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see 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 2013, enter the date of the ruling.......bullet
     
    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) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    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) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    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 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).)
    JONATHAN L KOLATCH
    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 (2013)
    Form 990-PF (2013)
    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
    AMIT
    817 BROADWAY
    NEW YORK,NY10003     		NONE PUBLIC ENABLES ISRAELS YOUTH TO REALIZE THEIR POTENTIAL AND STRENGTHENS ISRAELI SOCIETY 5,360
    BETH ABRAHAM CONGREGATION
    396 NEW BRIDGE RD
    BERGENFIELD,NJ07621     		NONE PUBLIC SYNAGOGUE 180
    CCFA
    386 PARK AVENUE SOUTH 17TH FLOOR
    NEW YORK,NY10016     		NONE PUBLIC SUPPORTS PATIENTS WITH CROHN'S OR COLITIS 2,250
    CHABAD HOUSE BOWERY
    353 BOWERY
    NEW YORK,NY10003     		NONE PUBLIC SYNAGOGUE AND JEWISH STUDENT CENTER FOR NYU COMMUNITY 15,000
    CHAI LIFELINE
    151 W 30TH ST 3RD FL
    NEW YORK,NY10001     		NONE PUBLIC SUPPORT FOR SERIOUSLY ILL CHILDREN 1,000
    CHEVRA KADISHA OF ENGLEWOOD
    300 ROBIN RD
    ENGLEWOOD,NJ07631     		NONE PUBLIC SUPPORT FOR BURIAL SERVICES 25
    COLUMBIA BARNARD HILLEL
    606 WEST 115TH STREET
    NEW YORK,NY10025     		NONE PUBLIC ORGANIZATION THAT SUPPORTS JEWISH LIFE AT COLUMBIA AND BARNARD 15,000
    COLUMBIA UNIVERSITY
    622 WEST 113TH STREET
    NEW YORK,NY10025     		NONE PUBLIC EDUCATIONAL INSTITUTION OFFERING UNDERGRADUATE AND GRADUATE PROGRAMS 25,000
    CONGREGATION AHAVATH TORAH
    240 BROAD AVENUE
    ENGLEWOOD,NJ07631     		NONE PUBLIC SYNAGOGUE 55,559
    CONGREGATION SHOMREI EMUNAH
    89 HUGUENOT AVE
    ENGLEWOOD,NJ07631     		NONE PUBLIC SYNAGOGUE 500
    ETZION FOUNDATION
    111 GALWAY PL
    TEANECK,NJ07666     		NONE PUBLIC EDUCATIONAL ORGANIZATION DEDICATED TO JEWISH STUDIES IN ISRAEL 3,600
    HILLEL
    800 EIGHTH STREET NW
    WASHINGTON,DC20001     		NONE PUBLIC SUPPORTS JEWISH LIFE ON COLLEGE CAMPUSES 22,000
    JCC ON THE PALISADES
    411 EAST CLINTON AVENUE
    TENAFLY,NJ07670     		NONE PUBLIC SUPPORTS PROGRAMS TO DEEPEN JEWISH IDENTITY AND NURTURE COMMITMENT TO JEWISH VALUES. 7,500
    JEWISH FEDERATION OF NORTHERN NEW JERSEY
    50 EISENHOWER DRIVE
    PARAMUS,NJ07652     		NONE PUBLIC SUPPORTS SOCIAL, CULTURAL, RECREATIONAL, AND EDUCATIONAL SERVICES FOR JEWISH RESIDENTS OF NORTHERN NJ 18,000
    JOHN MOTULSKY AND WENDY NACHT FUND #6478
    888 PARK AVENUE 11A
    NEW YORK,NY10075     		NONE PUBLIC SUPPORT FOR CHARITABLE FOUNDATION 1,723,524
    MA'AYANOT YESHIVA HIGH SCHOOL FOR GIRLS
    1650 PALISADE AVE
    TEANECK,NJ07666     		NONE PUBLIC EDUCATIONS ORGANIZATION - JEWISH DAY SCHOOL IN NORTHERN JERSEY 400
    METROPOLITAN MUSEUM OF ART
    11 WEST 53RD STREET
    NEW YORK,NY10019     		NONE PUBLIC MUSEUM 400
    MORIAH SCHOOL
    53 S WOODLAND STREET
    ENGLEWOOD,NJ07631     		NONE PUBLIC EDUCATIONAL ORGANIZATION - JEWISH DAY SCHOOL IN ENGLEWOOD, NJ 110,000
    MOTULSKY FAMILY FOUNDATION
    888 PARK AVENUE 11A
    NEW YORK,NY10075     		NONE PRIVATE SUPPORT FOR CHARITABLE FOUNDATION 40,055,899
    MUSEUM OF MODERN ART
    11 WEST 53RD STREET
    NEW YORK,NY10019     		NONE PUBLIC MUSEUM 140
    ONEG SHABBAT OF THE WEST SIDE
    650 W END AVENUE APT 2A
    NEW YORK,NY10025     		NONE PUBLIC DISTRIBUTES FOOD TO NEEDY PEOPLE IN NEW YORK 5,000
    PROJECT SARAH
    925 ALLWOOD ROAD
    CLIFTON,NJ07012     		NONE PUBLIC SUPPORTS VICTIMS OF DOMESTIC ABUSE 500
    RAMAZ SCHOOL
    114 EAST 85TH STREET
    NEW YORK,NY10028     		NONE PUBLIC EDUCATIONAL ORGANIZATION - JEWISH DAY SCHOOL IN NEW YORK CITY 10,000
    REUTH
    185 MADISON AVENUE SUITE 1604
    NEW YORK,NY10016     		NONE PUBLIC SUPPORTS A REHABILITATION HOSPITAL AND HOMES FOR THE AGED IN ISRAEL. 3,600
    SINAI SCHOOLS
    1485 TEANECK ROAD SUITE 300
    TEANECK,NJ07666     		NONE PUBLIC PROGRAMS DESIGNED TO MEET THE EDUCATIONAL, PSYCHOLOGICAL AND EMOTIONAL NEEDS OF STUDENTS WITH VARYING DEGREES OF LEARNING AND DEVELOPMENTAL DISABILITIES 3,600
    THE COMMUNITY CHEST OF ENGLEWOOD
    97 ENGLE STREET
    ENGLEWOOD,NJ07631     		NONE PUBLIC PROVIDE SOCIAL, CULTURAL, RECREATIONAL, AND EDUCATIONAL SERVICES TO COMMUNITY RESIDENTS 1,000
    THE NEW YORK TIMES NEEDIEST CASES FUND
    620 8TH AVENUE
    NEW YORK,NY10018     		NONE PUBLIC SUPPORTS SEVERAL NEW YORK CHARITIES FOR THE NEEDY 10,000
    THE WASHINGTON INSTITUTE FOR NEW EAST POLICY
    1828 L STREET NW SUITE 1050
    WASHINGTON,DC20036     		NONE PUBLIC TO ADVANCE A BALANCED AND REALISTIC UNDERSTANDING OF AMERICAN INTERESTS IN THE MIDDLE EAST 30,000
    YESHIVA TORAH SHRAGA
    1 COPPERBEECH LANE
    LAWRENCE,NY11559     		NONE PUBLIC EDUCATIONS INSTITUTION IN ISRAEL 1,000
    YESHIVA UNIVERSITY
    500 WEST 185TH STREET
    NEW YORK,NY10033     		NONE PUBLIC EDUCATIONAL INSTITUTION OFFERING UNDERGRADUATE AND GRADUATE PROGRAMS 25,000
    Total .................................bullet 3a 42,151,037
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    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 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....          
    3
    Interest on savings and temporary cash investments ............     		    14 479,153  
    4 Dividends and interest from securities....     14 260,732  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....     14 5,007  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 53,668  
    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).. 0 798,560 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13798,560
    (See worksheet in line 13 instructions 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 foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    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 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    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
    Sign Here
    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
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    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.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    Name of the organization
    KOLATCH FAMILY FOUNDATION
     
    Employer identification number

    13-3918276
    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 on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, 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) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    KOLATCH FAMILY FOUNDATION
          		Employer identification number

    13-3918276
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    JONATHAN L KOLATCH  
    910 SYLVAN AVENUE SUITE 130
     
    ENGLEWOOD CLIFFS, NJ07632

    		$12,500,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
     
     

    JOHN MOTULSKY  
    888 PARK AVENUE 11A
     
    NEW YORK, NY10075

    		$17,000,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
     
     

    JOHN MOTULSKY  
    888 PARK AVENUE 11A
     
    NEW YORK, NY10075

    		$22,145,904


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    KOLATCH FAMILY FOUNDATION
          		Employer identification number

    13-3918276
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    3
    		 PUBLICLY TRADED SECURITIES (SEE ATTACHED SCHEDULE) $22,145,904 2013-12-30
    (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) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    KOLATCH FAMILY FOUNDATION
          		Employer identification number

    13-3918276
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total 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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (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) (2013)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2013 AllOthProgRltdInvestmentsSch
    Name:
    KOLATCH FAMILY FOUNDATION
    EIN: 13-3918276
    Category Amount
    N/A 0

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2013 ExpenditureResponsibilityStmt
    Name:
    KOLATCH FAMILY FOUNDATION
    EIN: 13-3918276
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    THE MOTULSKY FAMILY FOUNDATION
          		888 PARK AVENUE 11A
    NEW YORK,NY10075     		2014-10-27 40,055,844 THE GRANT IS TO BE EXPENDED FOR CHARITABLE, SCIENTIFIC,LITERARY, OR EDUCATION PURPOSES AS DEFINED UNDER IRC 501(C)(3). 50,000 NONE. JANUARY 20, 2015 2015-01-20 TO THE KNOWLEDGE OF THE GRANTOR, NO AMOUNTS HAVE BEEN DIVERTED FROM THESTATED PURPOSE OF THE GRANT.

    TY 2013 ExplnOfNonFilingWithAGStmt
    Name:
    KOLATCH FAMILY FOUNDATION
    EIN: 13-3918276
    Statement:
    NEW JERSEY DOES NOT REQUIRE REPORTING IF THE FOUNDATION COLLECTS LESS THAN $10,000 FROM THIRD PARTIES.

    TY 2013 GeneralExplanationAttachment
    Name:
    KOLATCH FAMILY FOUNDATION
    EIN: 13-3918276
    Identifier Return Reference Explanation
      FORM 990-PF, SCHEDULE B, PART II 113,000 SHS AMERICAN INTERNATIONAL GROUP, INC. 5,781,645160,000 SHS DELTA AIRLINES, INC. 4,344,60010,000 SHS GOLDMAN SACHS GROUP, INC. 1,761,90058,000 SHS JPMORGAN CHASE & CO 3,363,27858,000 SHS METLIFE, INC 3,115,61550,600 SHS UNITED CONTINENTAL HOLDINGS 1,877,76622,000 SHS VIACOM INC. CL B 1,904,100 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~TOTAL FMV OF NON-CASH CONTRIBUTIONS $22,145,904
    PURSUANT TO IRC 4945(H) EXPENDITURE REQUIREMENT RESPONSIBILITY EXPENDITURE RESPONSIBILITY - PURSUANT TO IRC 4945(H) AND RELATED REGULATIONS.THE KOLATCH FAMILY FOUNDATION AFTER CAREFUL CONSIDERATION HAS MADE AVAILABLE A GRANT TO THE MOTULSKY FAMILY FOUNDATION, LOCATED AT 888 PARK AVENUE, 11A NEW YORK, NY 10075, ON OCTOBER 27, 2014 IN THE AMOUNT OF $40,055,899. THE GRANT IS TO BE EXPENDED FOR CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATION PURPOSES AS DEFINED UNDER IRC 501(C)(3). THE GRANT TO THE MOTULSKY FAMILY FOUNDATION WAS COMPRISED AS FOLLOWS:CASH - $15,531,889SECURITIES - $24,524,010TO THE KNOWLEDGE OF THE GRANTOR, NO AMOUNTS HAVE BEEN DIVERTED FROM THE STATED PURPOSE OF THE GRANT. AS REQUIRED BY THE AGREEMENT BETWEEN THE TWO FOUNDATIONS, THE MOTULSKY FAMILY FOUNDATION PROVIDED A REPORT DATED JANUARY 20, 2015 REPORTING AN EXPENSE OF $50,000 CONTRIBUTED TO AN EDUCATIONAL INSTITUTION OF HIGHER LEARNING IN ADVANCEMENT OF THE MOTULSKY FAMILY FOUNDATION'S "CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATION PURPOSES AS DEFINED UNDER IRC 501(C)(3)".
      FORM 990-PF, PART II, LN 13 QUANTITY INVESTMENTS COST MARKET 720,000 AES, 9.2%, 11/30/29 725,400 795,600.00 1,000,000 ARGENTINE, 7.82%, 12/31/33 1,274,173 1,435,043.77 200 BANK OF AMERICA 6,534 3,432.00 200 BANK OF AMERICA 6,534 3,432.00 5,000 GLOBAL LIGHT 67,763 0.50 (600) GLOBALSTAR - SHORT (19,012) (6.00) (500) GLOBALSTAR - SHORT (12,218) (5.00) (600) GLOBALSTAR - SHORT (9,787) (6.00) (281) GLOBALSTAR - SHORT (8,377) (2.81) 396 GLOBALSTAR INC. CMN 62,885 938.52 MEANINGFUL MACHINES 50,000 - 350,000 MERCER, 9.25%, 12/1/17 349,125 367,500.00 650,000 MERCER, 9.25%, 12/1/17 648,375 682,500.00 74 NISOURCE - 3,112.44 79,225.20 TX UTILITIES ELEC, 7.48%, 1/1/17 51,496 73,294.40 248,645.24 TX UTILITIES ELEC, 7.48%, 1/1/17 154,160 230,031.66 500,000 TXU, 10%, 12/1/20 52,455 43,750.00 1,200,000 TXU, 10%, 12/1/20 74,891 105,000.00 _____________________________________________________________________SECURITIES 3,474,398 3,743,615.48 2,000,000 FINEPOINT CAPITAL PTNRS II, LP 2,000,000 1,936,574.50 2,000,000 FINEPOINT CAPITAL PTNRS II, LP 2,000,000 1,936,574.50 1,000,000 REDWOOD OFFSHORE OPP. FUND, LTD 1,000,000 1,195,811.95 5,400,000 REDWOOD OFFSHORE OPP. FUND, LTD 15,400,000 18,415,504.02 769,500 REDWOOD OFFSHORE OPP. FUND, LTD 769,500 920,177.30 3,000,000 REDWOOD OFFSHORE OPP. FUND, LTD 3,000,000 3,587,435.85 7,500,000 REDWOOD OFFSHORE OPP. FUND, LTD 7,500,000 8,968,589.62 _____________________________________________________________________HEDGE FUND INVESTMNETS 31,669,500 36,960,667.74 OTHER INVESTMENTS - LOANS 1,150,000 1,150,000===================================================================== TOTAL INVESTMENTS 36,293,898 41,854,283

    TY 2013 InvestmentsOtherSchedule2
    Name:
    KOLATCH FAMILY FOUNDATION
    EIN: 13-3918276
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    SEE SECURITIES POSITION LONG ATTACHED AT COST 36,293,705 41,854,283

    TY 2013 OtherExpensesSchedule
    Name:
    KOLATCH FAMILY FOUNDATION
    EIN: 13-3918276
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES 48 48   0
    PROFESSIONAL FEES 6,210 0   6,210


    TY 2013 OtherIncomeSchedule2
    Name:
    KOLATCH FAMILY FOUNDATION
    EIN: 13-3918276
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME - LOAN FEES 5,007 5,007 5,007


    TY 2013 OtherIncreasesSchedule
    Name:
    KOLATCH FAMILY FOUNDATION
    EIN: 13-3918276
    Description Amount
    ADJUSTMENT FOR DIFFERENCE BETWEEN FMV AND BOOK VALUE OF SECURITIES GIFTED 2,378,106


    TY 2013 OtherLiabilitiesSchedule
    Name:
    KOLATCH FAMILY FOUNDATION
    EIN: 13-3918276
    Description Beginning of Year - Book Value End of Year - Book Value
    LOANS PAYABLE 1,150,912 1,106,476


    TY 2013 SubstantialContributorsSch
    Name:
    KOLATCH FAMILY FOUNDATION
    EIN: 13-3918276
    Name Address
    JOHN MOTULSKY 888 PARK AVENUE 11A
    NEW YORK,NY10075


    TY 2013 TaxesSchedule
    Name:
    KOLATCH FAMILY FOUNDATION
    EIN: 13-3918276
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ESTIMATED TAXES 3,782 0   0