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Nonprofiteer
← DR ANNY KATAN FOUNDATION

Form 990 for tax year 2022

Filed by DR ANNY KATAN FOUNDATION.

Totals

Total revenue
-$538,447
Total expenses
$325,776
Contributions and grants received
$0
Grants paid
$304,015
Program service revenue
$0
Investment income
$443,102
Other revenue
-$981,549
Total assets, end of year
$3,466,663
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$3,466,663
Program services expenses (Part IX)
$304,015
Management and general expenses
$21,761
Fundraising expenses
$0
Program service expenses (Part III)
$304,015

Program services were 93.3% 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 $78,933 · excluded $78,933

  • 7a · Gross sales of assets other than inventory

    securities $1,725,427 · other assets $1,118

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

    securities $1,362,376

  • 7c · Gain or loss

    securities $363,051 · other assets $1,118

  • 7d · Net gain or loss

    total $364,169 · related or exempt $364,169

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

    total -$981,549 · related or exempt -$981,549

  • 11e · Other revenue, total

    -$981,549

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $304,015 · program services $304,015

  • 11f · Fees: investment management

    total $21,761 · management and general $21,761

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $129,008 · end of year $496,821

  • 11 · Investments: publicly traded securities

    beginning of year $4,201,878 · end of year $2,969,842

  • 31 · Retained earnings, endowment or other funds

    beginning of year $4,330,886 · end of year $3,466,663

Mission and programs · 2022

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 $304,015 · Grants $304,015

As filed on the 2022 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
2022
Filed
8 November 2023
IRS schema version
2022v5.0
Source object
202303149349302725

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