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Nonprofiteer
← DR ANNY KATAN FOUNDATION

Form 990 for tax year 2023

Filed by DR ANNY KATAN FOUNDATION.

Totals

Total revenue
$316,635
Total expenses
$200,864
Contributions and grants received
$0
Grants paid
$181,293
Program service revenue
$0
Investment income
$490,400
Other revenue
-$173,765
Total assets, end of year
$3,582,434
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$3,582,434
Program services expenses (Part IX)
$181,293
Management and general expenses
$19,571
Fundraising expenses
$0
Program service expenses (Part III)
$181,293

Program services were 90.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $130,420 · excluded $130,420

  • 7a · Gross sales of assets other than inventory

    securities $3,395,863

  • 7b · Less cost or other basis and sales expenses

    securities $3,035,883

  • 7c · Gain or loss

    securities $359,980

  • 7d · Net gain or loss

    total $359,980 · related or exempt $359,980

  • 11a · Other revenue: NET DEPRECIATION IN FAIR VALU

    total -$173,765 · related or exempt -$173,765

  • 11e · Other revenue, total

    -$173,765

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $181,293 · program services $181,293

  • 11f · Fees: investment management

    total $19,571 · management and general $19,571

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $496,821 · end of year $1,944,140

  • 11 · Investments: publicly traded securities

    beginning of year $2,969,842 · end of year $1,638,294

  • 31 · Retained earnings, endowment or other funds

    beginning of year $3,466,663 · end of year $3,582,434

Mission and programs · 2023

Mission

THE OPERATING PURPOSE IS TO BENEFIT ORGANIZATIONS PROVIDING MENTAL HEALTH SERVICES TO CHILDREN THROUGH CHARITABLE AND EDUCATIONAL PURPOSES.

  • CONTRIBUTIONS TO HANNA PERKINS CENTER FOR TREATMENT OF CHILDREN AND TRAINING OF PSYCHOLOGISTS.

    Expenses $181,293 · Grants $181,293

As filed on the 2023 return.

Listed in Part VII

  • Lydia Furman

    TRUSTEE

    Total calculated
    $0

  • Judy Holmes

    TRUSTEE

    Total calculated
    $0

  • Karen Katz

    TRUSTEE

    Total calculated
    $0

  • Susan Y Meisel

    TRUSTEE

    Total calculated
    $0

  • John Potts

    TRUSTEE

    Total calculated
    $0

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2023
Filed
31 October 2024
IRS schema version
2023v5.0
Source object
202443059349301924

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