Kathy Chazen Family Charitable Trust

New York, NY
Tax-exempt since March 2002
EIN: 91-2170991

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Revenue

$183k (2023)

Expenses

$216k (2023)

Total Assets

$2.55M (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$183,473

Expenses

$216,267

Net Income

-$32,794

Net Assets

$2,549,300

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,061	0.6%
Dividends	$48,367	26.4%
Sales of Assets	$134,045	73.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$182,666	84.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,549,300
Total Liabilities	$0
Net Assets	$2,549,300

Compensation

Key Employees and Officers	Compensation	Other
Kathy Chazen (Trustee)	$0	$0
Simona Chazen (Trustee)	$0	$0

990-PF

Filed on Nov. 5, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$156,805

Expenses

$241,783

Net Income

-$84,978

Net Assets

$2,584,317

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,261	0.8%
Dividends	$49,781	31.7%
Sales of Assets	$103,063	65.7%
Other Income	$2,700	1.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$209,667	86.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,584,317
Total Liabilities	$0
Net Assets	$2,584,317

Compensation

Key Employees and Officers	Compensation	Other
Kathy Chazen (Trustee)	$0	$0
Simona Chazen (Trustee)	$0	$0

990-PF

Filed on Nov. 13, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$369,153

Expenses

$158,850

Net Income

$210,303

Net Assets

$2,671,367

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$32	0.0%
Dividends	$70,531	19.1%
Sales of Assets	$298,567	80.9%
Other Income	$23	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$119,570	75.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,671,367
Total Liabilities	$0
Net Assets	$2,671,367

Compensation

Key Employees and Officers	Compensation	Other
Kathy Chazen (Trustee)	$0	$0
Jerome Chazen (Trustee)	$0	$0
Simona Chazen (Trustee)	$0	$0

990-PF

Filed on Sept. 21, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$151,912

Expenses

$193,127

Net Income

-$41,215

Net Assets

$2,461,060

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$138	0.1%
Dividends	$38,541	25.4%
Sales of Assets	$112,951	74.4%
Other Income	$282	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$161,310	83.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,461,061
Total Liabilities	$1
Net Assets	$2,461,060

Compensation

Key Employees and Officers	Compensation	Other
Kathy Chazen (Trustee)	$0	$0
Jerome Chazen (Trustee)	$0	$0
Simona Chazen (Trustee)	$0	$0

990-PF

Filed on Nov. 11, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$163,664

Expenses

$168,819

Net Income

-$5,155

Net Assets

$2,505,385

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$346	0.2%
Dividends	$42,083	25.7%
Sales of Assets	$121,075	74.0%
Other Income	$160	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$137,168	81.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,505,386
Total Liabilities	$1
Net Assets	$2,505,385

Compensation

Key Employees and Officers	Compensation	Other
Kathy Chazen (Trustee)	$0	$0
Jerome Chazen (Trustee)	$0	$0
Simona Chazen (Trustee)	$0	$0

990-PF

Filed on Nov. 2, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$309,929

Expenses

$148,402

Net Income

$161,527

Net Assets

$2,507,400

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$194	0.1%
Dividends	$48,083	15.5%
Sales of Assets	$261,474	84.4%
Other Income	$178	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$115,416	77.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,507,400
Total Liabilities	$0
Net Assets	$2,507,400

Compensation

Key Employees and Officers	Compensation	Other
Kathy Chazen (Trustee)	$0	$0
Jerome Chazen (Trustee)	$0	$0
Simona Chazen (Trustee)	$0	$0

990-PF

Filed on Nov. 12, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$231,376

Expenses

$226,121

Net Income

$5,255

Net Assets

$2,345,942

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$96	0.0%
Dividends	$38,955	16.8%
Sales of Assets	$191,512	82.8%
Other Income	$813	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$185,791	82.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,345,942
Total Liabilities	$0
Net Assets	$2,345,942

Compensation

Key Employees and Officers	Compensation	Other
Kathy Chazen (Trustee)	$0	$0
Jerome Chazen (Trustee)	$0	$0
Simona Chazen (Trustee)	$0	$0

990-PF

Filed on Nov. 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$133,431

Expenses

$167,439

Net Income

-$34,008

Net Assets

$2,340,687

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$27	0.0%
Dividends	$42,714	32.0%
Sales of Assets	$90,652	67.9%
Other Income	$38	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$126,108	75.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,340,687
Total Liabilities	$0
Net Assets	$2,340,687

Compensation

Key Employees and Officers	Compensation	Other
Kathy Chazen (Trustee)	$0	$0
Jerome Chazen (Trustee)	$0	$0
Simona Chazen (Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$199,770

Expenses

$81,146

Net Income

$118,624

Net Assets

$2,374,844

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10	0.0%
Dividends	$37,761	18.9%
Sales of Assets	$161,209	80.7%
Other Income	$790	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,483	61.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,374,844
Total Liabilities	$0
Net Assets	$2,374,844

Compensation

Key Employees and Officers	Compensation	Other
Kathy Chazen (Trustee, As Needed)	$0	$0
Jerome Chazen (Trustee, As Needed)	$0	$0
Simona Chazen (Trustee, As Needed)	$0	$0

990-PF

Filed on Nov. 4, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$202,007

Expenses

$76,171

Net Income

$125,836

Net Assets

$2,256,091

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12	0.0%
Dividends	$41,406	20.5%
Sales of Assets	$160,202	79.3%
Other Income	$387	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,300	63.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,256,091
Total Liabilities	$0
Net Assets	$2,256,091

Compensation

Key Employees and Officers	Compensation	Other
Kathy Chazen (Trustee, As Needed)	$0	$0
Jerome Chazen (Trustee, As Needed)	$0	$0
Simona Chazen (Trustee, As Needed)	$0	$0

990-PF

Filed on July 13, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$89,528

Expenses

$121,556

Net Income

-$32,028

Net Assets

$2,130,427

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$18	0.0%
Dividends	$36,628	40.9%
Sales of Assets	$51,988	58.1%
Other Income	$894	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$103,126	84.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,130,427
Total Liabilities	$0
Net Assets	$2,130,427

Compensation

Key Employees and Officers	Compensation	Other
Kathy Chazen (Trustee, As Needed)	$0	$0
Jerome Chazen (Trustee, As Needed)	$0	$0
Simona Chazen (Trustee, As Needed)	$0	$0

990-PF

Filed on July 2, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$114,535

Expenses

$103,720

Net Income

$10,815

Net Assets

$2,162,454

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$31	0.0%
Dividends	$37,029	32.3%
Sales of Assets	$76,826	67.1%
Other Income	$649	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$88,593	85.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,162,455
Total Liabilities	$1
Net Assets	$2,162,454

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$124,788

Expenses

$127,522

Net Income

-$2,734

Net Assets

$2,151,639

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	0.0%
Dividends	$35,054	28.1%
Sales of Assets	$85,544	68.6%
Other Income	$4,183	3.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$98,784	77.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,151,640
Total Liabilities	$1
Net Assets	$2,151,639

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Kathy Chazen Family Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $183k (2023)

Expenses $216k (2023)

Total Assets $2.55M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$183k (2023)

Expenses

$216k (2023)

Total Assets

$2.55M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

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2021

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2014

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2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

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2010

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