Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
ELEANOR & HERBERT KATZ
FAMILY FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)21218 ST ANDREWS BLVD 404
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOCA RATON, FL33433
A Employer identification number

59-2320940
B Telephone number (see instructions)

(561) 910-5700
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$33,719,708J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 353,623
2 Check right arrow.............
3 Interest on savings and temporary cash investments 240,912 237,013  
4 Dividends and interest from securities... 338,171 337,493  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,350,542
b Gross sales price for all assets on line 6a 6,476,532
7 Capital gain net income (from Part IV, line 2)... 1,350,542
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
List of Attached Documents:
// Content
-13,990 38,005  
12 Total. Add lines 1 through 11........ 2,269,258 1,963,053  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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
List of Attached Documents:
// Content
15,550 14,050   1,500
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
158,768 158,768    
17 Interest............... 61,732 61,732    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
32,486 10,955    
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
List of Attached Documents:
// Content
170,201 168,585    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 438,737 414,090   1,500
25 Contributions, gifts, grants paid....... 1,676,282 1,676,282
26 Total expenses and disbursements. Add lines 24 and 25 2,115,019 414,090   1,677,782
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 154,239
b Net investment income (if negative, enter -0-) 1,548,963
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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.............      
2 Savings and temporary cash investments......... 613,404 1,917,269 1,917,270
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 468,173 Click to see attachment
List of Attached Documents:
// Content
467,480 		489,447
b Investments—corporate stock (attach schedule)....... 12,646,552 Click to see attachment
List of Attached Documents:
// Content
10,563,206 		20,645,587
c Investments—corporate bonds (attach schedule)....... 760,665 Click to see attachment
List of Attached Documents:
// Content
743,669 		772,419
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 7,898,893 Click to see attachment
List of Attached Documents:
// Content
8,879,309 		9,876,780
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
57,697 		Click to see attachment
List of Attached Documents:
// Content
18,205 		Click to see attachment
List of Attached Documents:
// Content
18,205
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 22,445,384 22,589,138 33,719,708
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 right arrow)   Click to see attachment
List of Attached Documents:
// Content
6,531
23 Total liabilities (add lines 17 through 22).........   6,531
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 22,445,384 22,582,607
29 Total net assets or fund balances (see instructions)..... 22,445,384 22,582,607
30 Total liabilities and net assets/fund balances (see instructions). 22,445,384 22,589,138
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
22,445,384
2
Enter amount from Part I, line 27a .....................
2
154,239
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
22,599,623
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
17,016
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
22,582,607
Form 990-PF (2023)
Form 990-PF (2023)
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 SECTION 1231 GAIN-FUNDAMENTAL PTRS P    
b PNC IMA L/T-SEE ATTACHED P    
c SECTION 1231 GAIN-RREF III PROP DIR P    
d FIDELITY (9817) L/T-SEE ATTACHED P    
e SECTION 1231 GAIN-RREF IV DEBT DIREC P    
FIDELITY L/T WASH SALE ADJ-SEE ATTAC P    
SECTION 1231 GAIN-RREF PROPERTY DIRE P    
TRIMARAN-LT CAP LOSS ON LIQUIDATION P    
SECTION 1231 GAIN-STAR MT DIV CREDIT P    
LAS OLAS CAP RE FD I CAP LOSS ON LIQ P    
SECTION 1231 GAIN-VIRTUS RE CAP II P    
PASS-THRU SHORT TERM-SEE ATTACHED P    
SECTION 1231 LOSS-MAGELL MID PTRS P    
PASS-THRU LONG TERM-SEE ATTACHED P    
CHARLES SCHWAB S/T-SEE ATTACHED P    
ROUNDING ADJUSTMENT P    
CH SCHWAB S/T WASH SALE ADJ-SEE ATTA P    
CHARLES SCHWAB L/T-SEE ATTACHED P    
26 UNITS PLAINS ALL AMERICAN P    
68 UNITS MAGELLAN MIDSTREAM P    
PNC DENT S/T-SEE ATTACHED P    
PNC DENT L/T-SEE ATTACHED P    
PNC IMA S/T-SEE ATTACHED P    
(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 16,671     16,671
b 3,404,894   2,410,364 994,530
c 1,137     1,137
d 350,000   375,774 -25,774
e 40     40
224     224
10,126     10,126
    13 -13
1     1
    11,374 -11,374
10,398     10,398
2,694     2,694
    3 -3
19,323     19,323
99,618   99,978 -360
3     3
176     176
76,883   80,740 -3,857
395   348 47
4,194   3,475 719
4,267   6,949 -2,682
1,263,961   935,479 328,482
1,208,334   1,201,493 6,841
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       16,671
b       994,530
c       1,137
d       -25,774
e       40
      224
      10,126
      -13
      1
      -11,374
      10,398
      2,694
      -3
      19,323
      -360
      3
      176
      -3,857
      47
      719
      -2,682
      328,482
      6,841
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 1,350,542
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 7,435
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 21,531
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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  
3 Add lines 1 and 2........................... 3 21,531
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 21,531
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 15,000
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 15,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 239
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 6,770
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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 the instructions
for the 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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowFL
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 .
8b
Yes
 
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
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 addressright arrowN/A
14
The books are in care ofright arrowTHOMAS O KATZ Telephone no.right arrow (954) 270-2373

Located atright arrow3020 NORTH MILITARY TRAIL STE 100BOCA RATONFL ZIP+4right arrow33431
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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 instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
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
THOMAS O KATZ DIR/TR/SEC
3.00 		0 0 0
800 S OCEAN BLVD APT LPH2
BOCA RATON,FL33432
LAURA KATZ CUTLER DIR/VP
0.25 		0 0 0
5307 ELLIOTT ROAD
BETHESDA,MD20816
SALLY KATZ DIRECTOR
0.25 		0 0 0
ONE INDEPENDENCE PL 241 S 6TH ST A
PHILADELPHIA,PA191063733
DANIEL KATZ DIRECTOR
0.25 		0 0 0
12914 STONEBROOK DRIVE
DAVIE,FL33330
WALTER KATZ DIRECTOR
0.25 		0 0 0
12489 STONEBROOK CIRCLE
DAVIE,FL33330
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...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
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.............right arrow  
Part VIII-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  
2  
3  
4  
Part VIII-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 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
21,994,166
b
Average of monthly cash balances.......................
1b
1,132,781
c
Fair market value of all other assets (see instructions)................
1c
9,563,634
d
Total (add lines 1a, b, and c).........................
1d
32,690,581
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
32,690,581
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
490,359
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
32,200,222
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,610,011
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,610,011
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
21,531
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
21,531
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,588,480
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
1,588,480
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,588,480
Part XI
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
1,677,782
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
1,677,782
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,588,480
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 1,522,369
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,677,782
a Applied to 2022, but not more than line 2a 1,522,369
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 155,413
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2023.    
(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  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		1,433,067
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
Supplementary Information (Complete this part only if the foundation 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).)
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 right arrow
aThe name, address, and telephone number or email address 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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

AISH HATORAH

4010 N 46 AVENUE
HOLLYWOOD,FL33021 		NONE PUBLIC CHARI ANNUAL FUND 18,000

AMERICAN COMMTTEE FOR THE WEIZMAN
INSTITUTE
633 THIRD AVENUE
NEW YORK,NY10017 		NONE PUBLIC CHARI ANNUAL FUND 25,000

AMERICAN FRIENDS OF HEBREW
UNIVERSITY
1 BATTERY PARK PLAZA
SUITE 2501
NEW YORK,NY10004 		NONE PUBLIC CHARI ANNUAL FUND 25,000

AMERICAN ISRAEL CULTURAL FDN

1140 BROADWAY SUITE 304
NEW YORK,NY10001 		NONE PUBLIC CHARI ANNUAL FUND 3,600

AMERICAN SOCIETY OF THE UNIVERSITY
OF HAIFA
PO BOX 1437
NEW YORK,NY10018 		NONE PUBLIC CHARI ANNUAL FUND 25,000

AMERICAN TECHNION SOCIETY

7280 W PALMETTO PARK ROAD
SUITE 306
BOCA RATON,FL33433 		NONE PUBLIC CHARI ANNUAL FUND 25,000

AMERICANS FOR BEN GURION UNIVERSITY

1001 AVENUE OF THE AMERIC
19TH FLOOR
NEW YORK,NY10018 		NONE PUBLIC CHARI ANNUAL FUND 25,000

BBYO INC

2020 K STREET NW
7TH FLOOR
WASHINGTON,DC20006 		NONE PUBLIC CHARI ANNUAL FUND 25,000

BROWARD PERFORMING ARTS FOUNDATION

201 SW 5TH AVENUE
FORT LAUDERDALE,FL33312 		NONE PUBLIC CHARI ANNUAL FUND 15,000

CENTRAL AGENCY FOR JEWISH EDUCATION

4200 BISCAYNE BLVD
MIAMI,FL33137 		NONE PUBLIC CHARI ANNUAL FUND 29,429

CHABAD ORG

770 EASTERN PARKWAY
SUITE 405
BROOKLYN,NY11213 		NONE PUBLIC CHARI ANNUAL FUND 25,000

CLAL

440 PARK AVENUE SOUTH
4TH FLOOR
NEW YORK,NY10016 		NONE PUBLIC CHARI ANNUAL FUND 45,000

COMMUNITY FOUNDATION OF BROWARD

910 E LAS OLAS BLVD
SUITE 200
FORT LAUDERDALE,FL33301 		NONE PUBLIC CHARI ANNUAL FUND 30,000

CURRY COLLEGE

1071 BLUE HILL AVENUE
MILTON,MA02186 		NONE PUBLIC CHARI ANNUAL FUND 100,000

FROM PASS-THRU STAR MTN DIVERSIFED
CREDIT INCOME FUND LP
2 GRAND CENTRAL TOWER
140 EAST
NEW YROK,NY10017 		NONE PUBLIC CHARI MISC. DONATION 6

FROM PASS-THRU STAR MTN STRATEGIC
CREDIT INCOME FUND LP
2 GRAND CENTRAL TOWER
140 EAST
NEW YORK,NY10017 		NONE PUBLIC CHARI MISC. DONATION 47

GOODMAN JEWISH FAMILY SERVICES

100 S PINE ISLAND ROAD
NO 230
PLANTATION,FL33324 		NONE PUBLIC CHAR ANNUAL FUND 5,000

HAZON

25 BROADWAY STE 1700
NEW YORK,NY10004 		NONE PUBLIC CHARI ANNUAL FUND 10,000

HILLEL INTERNATIONAL

800 8TH ST NW
WASHINGTON,DC20001 		NONE PUBLIC CHARI ANNUAL FUND 30,000

HILLEL OF BROWARD & PALM BEACH

777 GLADES RD BLDG LY-3A
BOCA RATON,FL33439 		NONE PUBLIC CHARI ANNUAL FUND 25,000

JEWISH AGENCY FOR ISRAEL-
NORTH AMERICA
633 3RD AVENUE
NEW YORK,NY10017 		NONE PUBLIC CHARI ANNUAL FUND 10,000

JEWISH FED OF GREATER PHILADELPHIA

2100 ARCH STREET
PHILADELPHIA,PA19103 		NONE PUBLIC CHARI ANNUAL FUND 40,000

JEWISH FED OF GREATER WASHINGTON

6101 EXECUTIVE BLVD
NORTH BETHESDA,MD20852 		NONE PUBLIC CHARI ANNUAL FUND 20,000

JEWISH FEDERATION OF BROWARD COUNTY

5890 S PINE ISLAND RD
FORT LAUDERDALE,FL33328 		NONE PUBLIC CHARI ANNUAL FUND 255,000

LEKET ISRAEL

PO BOX 2090
TEANECK,NJ07666 		NONE PUBLIC CHARI ANNUAL FUND 12,200

MOISHE HOUSE

441 SAXONY ROAD BARN 2
ENCINITAS,CA92024 		NONE PUBLIC CHARI ANNUAL FUND 25,000

NORTH AMERICAN CONFERENCE ON
ETHIOPIAN JEWRY
255 WEST 36 STREET
SUITE 701
NEW YORK,NY10018 		NONE PUBLIC CHARI ANNUAL FUND 10,000

OCEAN REEF MEDICAL CENTER

50 BARRACUDA LANE
KEY LARGO,FL33037 		NONE PUBLIC CHARI ANNUAL FUND 500

PARKINSON'S FOUNDATION

200 SE 1ST STREET
SUITE 800
MIAMI,FL33131 		NONE PUBLIC CHARI ANNUAL FUND 25,000

PROJECT INTERCHANGE

1156 15 STREET STE 1201
WASHINGTON,DC20001 		NONE PUBLIC CHARI ANNUAL FUND 10,000

SOUTH PALM BEACH COUNTY
JEWISH FEDERATION
9901 DONNA KLEIN BLVD
BOCA RATON,FL33428 		NONE PUBLIC CHARI ANNUAL FUND 90,000

UNITED WAY OF BROWARD

1300 S ANDREWS AVENUE
FORT LAUDERDALE,FL33316 		NONE PUBLIC CHARI ANNUAL FUND 2,500

UNIVERSITY OF PENNSYLVANIA

215 SOUTH 39TH STREET
PHILADELPHIA,PA19104 		NONE PUBLIC CHARI ANNUAL FUND 25,000

WASHINGTON INSTITUTE FOR
N EAST POLITICS
11710 HUNTERS LANE
ROCKVILLE,MD20852 		NONE PUBLIC CHARI ANNUAL FUND 12,500

WORLD CENTRAL KITCHEN

200 MASSACHUSETTS AVE NW
7TH FLOOR
WASHINGTON,DC20001 		NONE PUBLIC CHARI ANNUAL FUND 25,000

AMERICAN FRIENDS OF BARI-LAN UNIVER

160 E 56TH ST 5
NEW YORK,NY10022 		NONE PUBLIC CHAR ANNUAL FUND 20,000

AMERICAN FRIENDS OF SOROKA MEDICAL
CENTER
PO BOX 184-H
SCARSDALE,NY10583 		NONE PUBLIC CHARI ANNUAL FUND 5,000

FRIENDS OF ETHIOPIAN JEWS INC

PO BOX 960059
BOSTON,MA02196 		NONE PUBLIC CHART ANNUAL FUND 14,000

HADASSA THE WOMENS ZIONIST ORG
OF AMERICA
40 WALL STREET
NEW YORK,NY10005 		NONE PUBLIC CHART ANNUAL FUND 5,000

JEWISH ADOPTIONS AND FOSTER CARE
OPTIONS
633 3RD AVE
NEW YORK,NY10017 		NONE PUBLIC CHART ANUAL 100,000

JEWISH FAMILY SERVICE OF BROWARD
COUNTY
5890 S PINE ISLAND ROAD
SUITE 201
DAVIE,FL33328 		NONE PUBLIC CHARI ANNUAL FUND 250,000

JEWISH FED OF GREATER HOUSTON

5603 S BRAESWOOD BLVD
HOUSTON,TX77096 		NONE PUBLIC CHARI ANNUAL FUND 15,000

JEWISH FED OF NORTH AMERICA

25 BROADWAY 17TH FLOOR
NEW YORK,NY10004 		NONE PUBLIC CHAR ANNUAL FUND 2,500

JEWISH GRANDPART NETWORK

PO BOX 566293
SANDY SPRINGS,GA31156 		NONE PUBLIC CHARI ANNUAL FUND 45,000

JOHN HOPKINS UNIVERSITY

3400 N CHARLES STREET
BALTIMORE,MD21218 		NONE PUBLIC CHARI ANNUAL FUND 5,000

THE AMERICAN JEWISH JOINT
DISTRIBUTION COMMITTEE
PO BOX 4124
SUITE 400
NEW YORK,NY10163 		NONE PUBLIC CHAR ANNUAL FUND 75,000

ONE STATE JOB LOT CHARITABLE
FOUNDATION
182 N MAIN STREET
NEW CITY,NY10956 		NONE PUBLIC CHARI ANNUAL FUND 10,000

PEF ISRAEL ENDOWNMENT FUNDS

630 3RD AVE 15
NEW YORK,NY10017 		PUBLIC CHARI NONE ANNUAL FUND 40,000

PHILADELPHIA THEATHER COMPANY

480 S BROAD ST
PHILADELPHIA,PA19146 		NONE PUBLIC CHAR ANNUAL FUND 25,000

SOUTH FLORIDA JEWISH ACADEMY

3700 COCONUT CREEK PARKWA
COCONUT CREEK,FL33066 		NONE PUBLIC CHART ANNUAL FUND 15,000

SOUTH FLORIDA PUBLIC TELEVISION

3401 S CONGRESS AVE
BOYTON BEACH,FL33426 		NONE PUBLIC CHART ANNUAL FUND 1,000
Total .................................right arrow 3a 1,676,282
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 ........... 		    14 240,912  
4 Dividends and interest from securities ....     14 338,171  
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 38,005  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    14 1,350,542  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aUBTI -PASS THRUS-SEE STMT&F 		900099 -51,995      
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -51,995 1,967,630  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,915,635
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
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) (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) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
ELEANOR & HERBERT KATZ
FAMILY FOUNDATION INC
Employer identification number

59-2320940
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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
ELEANOR & HERBERT KATZ
FAMILY FOUNDATION INC 		Employer identification number
59-2320940
Part I
Contributors
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
EM HD KATZ CHARITABLE LEAD TRUST
21218 ST ANDREWS BLVD 404
 
BOCA RATON, FL33433

$ 353,623


(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.)
(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) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
ELEANOR & HERBERT KATZ
FAMILY FOUNDATION INC 		Employer identification number

59-2320940
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
 
$    
(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) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
ELEANOR & HERBERT KATZ
FAMILY FOUNDATION INC 		Employer identification number

59-2320940
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
ELEANOR & HERBERT KATZ
 
FAMILY FOUNDATION INC
EIN:
59-2320940
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 15,550 14,050   1,500

TY 2023 InvestmentsCorpBondsSchedule
Name:
ELEANOR & HERBERT KATZ
 
FAMILY FOUNDATION INC
EIN:
59-2320940
Name of Bond End of Year Book Value End of Year Fair Market Value
CORPORATE BONDS-SEE ATTACHED 743,669 772,419

TY 2023 InvestmentsCorpStockSchedule
Name:
ELEANOR & HERBERT KATZ
 
FAMILY FOUNDATION INC
EIN:
59-2320940
Name of Stock End of Year Book Value End of Year Fair Market Value
CORPORATE STOCKS-SEE ATTACHED SCHEDU 10,563,206 20,645,587

TY 2023 InvestmentsGovtObligationsSch
Name:
ELEANOR & HERBERT KATZ
 
FAMILY FOUNDATION INC
EIN:
59-2320940
US Government Securities - End of Year Book Value:

295,500
US Government Securities - End of Year Fair Market Value:

305,686
State & Local Government Securities - End of Year Book Value:


171,980
State & Local Government Securities - End of Year Fair Market Value:


183,761


TY 2023 InvestmentsOtherSchedule2
Name:
ELEANOR & HERBERT KATZ
 
FAMILY FOUNDATION INC
EIN:
59-2320940
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
PASS-THRU ENTITIES-SEE ATTACHED AT COST 8,779,309 9,776,780
STATE OF ISRAEL BONDS - SEE ATTACHED AT COST 100,000 100,000

TY 2023 OtherAssetsSchedule
Name:
ELEANOR & HERBERT KATZ
 
FAMILY FOUNDATION INC
EIN:
59-2320940
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DISTRIBUTIONS RECEIVABLE 17,893 2,844 2,844
ACCRUED DIVIDENDS 12,314 13,007 13,007
PREPAID FEDERAL TAXES 27,490    
DUE FROM AFFILIATES   2,354 2,354


TY 2023 OtherDecreasesSchedule
Name:
ELEANOR & HERBERT KATZ
 
FAMILY FOUNDATION INC
EIN:
59-2320940
Description Amount
BOOK-TAX DIFFERENCES FROM INVESTMENTS 12,248
OTHER BOOK-TAX DIFFERENCES 4,768


TY 2023 OtherExpensesSchedule
Name:
ELEANOR & HERBERT KATZ
 
FAMILY FOUNDATION INC
EIN:
59-2320940
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
FROM PASS-THRU BLUMBERG CAP V 13,244 13,244    
FROM PASS-THRU BLUMBERG OPP F 1,633 1,633    
FROM PASS-THRU BLUMBERG CAP O 12,274 12,274    
FROM PASS-THRU CAMBER CREEK F 10,944 10,944    
FROM PASS-THRU DRUG ROYALTIES 3,311 3,311    
FROM PASS-THRU FCP IV 5,984 5,984    
FROM PASS-THRU FUNDAMENTAL PT 10,262 10,262    
FROM PASS-THRU HARBOURVEST VI 2 2    
FROM PASS-THRU HARMONY PTRS I 9,796 9,796    
FROM PASS-THRU HARMONY PTRS I 6,517 6,517    
FROM PASS-THRU HARMONY PTRS V 9,151 9,151    
FROM PASS-THRU HORIZON MH 6,938 6,938    
FROM PASS-THRU HUDSON VENTURE 174 174    
FROM PASS-THRU LAS OLAS CAP R 1,867 1,867    
FROM PASS-THRU LAS OLAS CAP R 3,380 3,380    
FROM PASS-THRU LAS OLAS BRIC 7,143 7,143    
FROM PASS-THRU LUX CO-INVEST 2,604 2,604    
FROM PASS-THRU LUX CO-INVEST 4,655 4,655    
FROM PASS-THRU LUX TOTAL OPPS 2,852 2,852    
FROM PASS-THRU LUX VENTURES V 8,216 8,216    
FROM PASS-THRU RREF III DEBT 620 620    
FROM PASS-THRU RREF III PROPE 64 64    
FROM PASS-THRU RREF IV DEBT D 1,348 1,348    
FROM PASS-THRU RREF IV PROPER 265 265    
FROM PASS-THRU RREF V DEBT DI 270 270    
FROM PASS-THRU STAR MT CREDIT 15,505 15,505    
FROM PASS-THRU STAR MT ST CRE 14,688 14,688    
FROM PASS-THRU TRIMARAN FUND 390 390    
FROM PASS-THU LUX VENTURES VI 8,549 8,549    
FROM PASS-THRU LUX VENTURES V 5,609 5,609    
OFFICE EXPENSE 61 61    
OTHER PORTFOLIO DEDUCTIONS 233 233    
SECTION 179 DEDUCTION-PASS TH 36 36    
EXP RELATED TO TEI 16      
NONDEDUCTIBLE EXP FROM PASS T 1,269      
SUSPENDED PTP LOSSES 331      


TY 2023 OtherIncomeSchedule2
Name:
ELEANOR & HERBERT KATZ
 
FAMILY FOUNDATION INC
EIN:
59-2320940
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ORDINARY INC FROM PASS-THRUS 30,976 30,976  
OTHER INC/LOSS RREF III DEBT 17,902 17,902  
OTHER INC/LOSS RREF IV DEBT 5,241 5,241  
OTHER INC/LOSS STAR MT DIV CR 4 4  
OTHER INC/LOSS STAR MT STR CR 105 105  
OTHER INC/LOSS-FCP REALTY FD 16 16  
OTHER INC/LOSS-HORIZON MH 3,150 3,150  
OTHER INC/LOSS-LUX VEN V 35 35  
OTHER INC/LOSS-VIRTUS RE CAP -359 -359  
OTHER PORT INC DRUG ROYALTIES 10,523 10,523  
OTHER PORT INC FIDLTY (8263) 7,500 7,500  
OTHER PORT INC FIDELITY 9817 22,500 22,500  
OTHER PORT INC STAR MT ST CR 1,166 1,166  
OTHER PORT INC-FUND PTRS III 564 564  
OTHER PORT INC-STAR MT DIV CR 2,212 2,212  
OTHER RENTAL-FUND PTRS III 3,496 3,496  
RENTAL INC/LOSS RREF III DEBT 12 12  
RENTAL INC/LOSS RREF III PROP -6,322 -6,322  
RENTAL INC/LOSS RREF IV DEBT -4,950 -4,950  
RENTAL INC/LOSS RREF IV PROP -32,087 -32,087  
RENTAL INC/LOSS-FUND PTRS III -15,286 -15,286  
RENTAL INC/LOSS-LAS OLAS III 1,007 1,007  
RENTAL INC/LOSS LAS OLS RE IV -7,867 -7,867  
RENTAL INC/LOSS LAS OLAS BRIC 4,260 4,260  
RENTAL INC/LOSS-OAKMEADOW HLD -15,795 -15,795  
RENTAL INC/LOSS-OLD PCHTR SA 2,181 2,181  
RENTAL INC/LOSS-VIRTUS RE CAP -26,798 -26,798  
RENTL INC/LOSS-LAS OLAS RE II -2,012 -2,012  
RENTAL INC/LOSS-PCO FEEDER FD -20,902 -20,902  
PTP ORDINARY INCOME 221 221  
RREF III DBT AIV PFIC DMD DIV 1,786 1,786  
RIAL 2022-FL-8 PFIC DMD DIV 3,384 3,384  
NET INCOME ALLOCABLE TO UBTI 51,995 51,995  
FROM PASS-THRU STAR MT DIV CR 147 147  
UBTI -PASS THRUS-SEE STMT&FN -51,995    


TY 2023 OtherLiabilitiesSchedule
Name:
ELEANOR & HERBERT KATZ
 
FAMILY FOUNDATION INC
EIN:
59-2320940
Description Beginning of Year - Book Value End of Year - Book Value
FEDERAL TAXES PAYABLE   6,531


TY 2023 OtherProfessionalFeesSchedule
Name:
ELEANOR & HERBERT KATZ
 
FAMILY FOUNDATION INC
EIN:
59-2320940
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 158,768 158,768    


TY 2023 TaxesSchedule
Name:
ELEANOR & HERBERT KATZ
 
FAMILY FOUNDATION INC
EIN:
59-2320940
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 9,604 9,604    
FEDERAL INCOME TAX 21,531      
STATE TAXES 1,351 1,351    
OTHER TAXES WITHHELD