David Katz Foundation Inc
David Katz Foundation Inc is a private foundation based in Concord, Massachusetts. Its 2024 filing reports grants to organizations involved in areas including health, cancer care, environmental education, religious activities, community services, and literacy.
David Katz Foundation Inc at a glance
In short: David Katz Foundation Inc gave $25K across 15 grants in 2024 (avg $2K), mostly in Pennsylvania. 7% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $24,900
- +0.0% vs 2023
- Grants made (2024)
- 15
- +0.0% vs 2023
- Average grant
- $1,660
- +0.0% vs 2023
- Median grant
- $1,000
- Total assets
- $290,892
- -3.7% vs 2023
- New grantees (estimate)
- 7% first-time grantees (1 of 15, 2024; small sample)
- Primary geography
- Pennsylvania (59% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to David Katz Foundation Inc
- Review Cycle
- The filing lists June 30 as the deadline but does not specify a year.
- Deadline
- The filing lists June 30 as the deadline but does not specify a year.
- Contact
Application contact: Sigmund Roos President
Mailing address: The David Katz Foundation C/O Block, Boston, MA 02109
Phone: (617) 223-1900
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who David Katz Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Beyond Pesticides ($5K). Together the top 10 received $23K.
Organizations only. It also paid 1 grant to individuals ($300), which are not listed by name.
Grant Size Distribution
78 grants across all recorded years
The most common grant size was under $50K: 78 grants of 78 (100%).
Geographic Focus
Where this funder awards grants
In 2024, grant dollars were distributed among recipients in Pennsylvania (59%), Washington, DC (20%), Maryland (16%), and Massachusetts (5%). These figures describe the locations of 2024 grant recipients.
Grant Distribution by State
Share of 2024 grant dollars across all 15 itemized grants.
Cities
Is David Katz Foundation Inc open to new grantees?
7%
first-time grantees, 2024
In 2024, 1 of 15 grantees (7%) were first-time recipients. With only 15 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. First grants averaged $1K; repeat grants $2K. How we count
Medians: $1K first-time, $1K repeat.
- 93% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−5%). Method
- In 2024 it paid out 112% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $22K (2020) to $26K (2021). In 2024 it made 15 grants totaling $25K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Beyond Pesticides Washington, DC | Support of Pesticidemisuse prevention | $5,000 |
| Congregation Beth Israel Honesdale, PA | Support ofreligious activities | $4,000 |
| National Coalition for Cancer Survivorship Silver Spring, MD | Cancer survivorshipsupport activities | $4,000 |
| Wayne Memorial Health Foundation Honesdale, PA | Local hospitalsupport | $4,000 |
| Jewish Senior Life of Eastern PA Scranton, PA | Support of religiousretirement facility | $1,000 |
| Joslin Clinic Boston, MA | Support ofDiabetes Research | $1,000 |
| Maternal & Family Health Services Inc Wilkes-Barre, PA | Support of NaturalHealth activities | $1,000 |
| Northeast Region Cancer Institute Scranton, PA | Cancer prevention &treatment concerns | $1,000 |
| Victims' Intervention Program Honesdale, PA | Support of VIPsintervention activities | $1,000 |
| Wayne County Historical Society Honesdale, PA | Support for preservationof historical records | $1,000 |
Ready to take the next step with David Katz Foundation Inc?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $290,892 | $15,109 | $26,351 | $24,900 | 15 | $26,141 | $13,868 | $23,340 |
| 2023 | $302,134 | $15,128 | $25,015 | $24,900 | 15 | $24,900 | $15,135 | $20,697 |
| 2022 | $312,022 | $7,217 | $25,536 | $25,500 | 15 | $25,500 | $7,218 | $20,178 |
| 2021 | $330,341 | $4,050 | $27,701 | $26,200 | 16 | $27,476 | $2,618 | $20,928 |
| 2020 | $353,992 | $4,813 | $21,676 | $21,600 | 17 | — | $4,791 | $21,519 |
Under IRS private-foundation payout rules, David Katz Foundation Inc reported a distributable amount of $23K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
No foundation mission statement is provided. Its 2024 grants show support for a range of organizations. For example, Beyond Pesticides describes its mission as helping individuals and community organizations discuss the hazards of toxic pesticides and learn about safe alternatives. The National Coalition for Cancer Survivorship says it advocates for quality cancer care for all people touched by cancer. Maternal & Family Health Services describes providing preventive services, education, and care to meet the health and nutrition needs of women, children, and families in northeastern Pennsylvania.
Other 2024 grantees describe work in domestic and sexual violence support, hospital and health services, youth programs, and literacy. These are the grantees’ stated missions, not a stated mission of the foundation.
Grantmaking
In 2024, the foundation gave $24,900 through 15 grants. Grant amounts ranged from $300 to $5,000, with a median of $1,000. Notable grants included $5,000 to Beyond Pesticides; $4,000 each to Congregation Beth Israel, the National Coalition for Cancer Survivorship, and Wayne Memorial Health Foundation; and $1,000 each to Jewish Senior Life of Eastern PA, Joslin Clinic, Maternal & Family Health Services, Northeast Region Cancer Institute, Victims’ Intervention Program, and Wayne County Historical Society. Reader to Reader received $300.
The filing states that the foundation does not restrict giving to preselected organizations. To apply, the filing lists an application form, an IRS determination letter, budgetary information, and a description of the project or purpose for which funding is sought. Application forms, instructions, guidelines, and procedures are available upon request.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Sigmund J Roos as director, president, and treasurer, and Paula S Roos as director, vice president, and secretary; the filing identifies Paula S Roos as deceased.
David Katz Foundation Inc is led by Sigmund J Roos, Director - President & Treasurer on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2024 filing
Sigmund J Roos
Director - President & Treasurer
On filings since 2020
1 hr/week
No compensation reported
Former officers (1)
- Former: Paula S Roos (2020–2024) — Director - Vice President & Secretary · Filing note: Deceased
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about David Katz Foundation Inc
How much does David Katz Foundation Inc give each year?
David Katz Foundation Inc gave $25K across 15 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $25K across 15 grants.
What is David Katz Foundation Inc's typical grant size?
David Katz Foundation Inc's median grant in 2024 was $1,000, and its average grant was $1,660, across 15 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from David Katz Foundation Inc that year got $1K on average.
Where does David Katz Foundation Inc give grants?
David Katz Foundation Inc gives mostly in Pennsylvania: 59% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were District of Columbia (20%) and Maryland (16%). The most frequent recipient cities were Honesdale, PA (8 grants) and Scranton, PA (2 grants).
Does David Katz Foundation Inc give general operating support?
Not in 2024: none of the 15 grants with a stated purpose on David Katz Foundation Inc's 2024 IRS Form 990-PF were described as general or operating support.
Who are David Katz Foundation Inc's largest grantees?
David Katz Foundation Inc's largest 2024 grantees include Beyond Pesticides ($5,000), Congregation Beth Israel ($4,000) and National Coalition for Cancer Survivorship ($4,000), according to its 2024 IRS Form 990-PF. It also paid 1 grant to individuals ($300), which are not listed by name. Together they received 52% of its itemized 2024 grant dollars.
How large is David Katz Foundation Inc?
David Katz Foundation Inc reported $291K in total assets on its 2024 IRS Form 990-PF. It paid out $26K in qualifying distributions that year, against a required minimum of $23K (roughly 5% of its investment assets).
What does David Katz Foundation Inc fund?
No foundation mission statement is provided. Its 2024 grants show support for a range of organizations. For example, Beyond Pesticides describes its mission as helping individuals and community organizations discuss the hazards of toxic pesticides and learn about safe alternatives. See mission & focus areas ↑
How do I apply for a grant from David Katz Foundation Inc?
David Katz Foundation Inc has no public application process in the sources Grantable reviewed. Contact the foundation directly before submitting a request.
What is David Katz Foundation Inc's EIN?
David Katz Foundation Inc's EIN (Employer Identification Number) is 22-2783266. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in David Katz Foundation Inc's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
The Grimm Foundation
Waymart, PA
Assets
$2.2M
Grants
109
Total Given
$384K
The Honesdale National Bank Foundation
Honesdale, PA
The foundation supports health and human services, education, culture, and community enhancements, generally in communities served by The Honesdale National Bank, primarily in Pennsylvania. In 2025, grants ranged from $20 to $15,000, with a median of $1,000. It accepts applications year-round and does not limit giving to preselected organizations.
Assets
$1.7M
Grants
129
Total Given
$215K
The John & Helen Villaume
Honesdale, PA
The foundation supports charitable organizations working in education, religion, science, and literature, and gives local teachers grants to enhance their teaching; it prefers work benefiting Wayne County residents. In 2025, grants ranged from $540 to $30,500, with a median of $5,000. Application forms and instructions are available from Wayne Bank Wealth Management Division; the filing does not state whether unsolicited requests are accepted.
Assets
$2.0M
Grants
15
Total Given
$164K
Robert E and Leila Stegner Family Foundation
Honesdale, PA
The foundation supports community, health, education, emergency response, and other charitable organizations, primarily in Pennsylvania, with additional giving in New York and Washington, DC. Its 2025 grants ranged from $30,049 to $120,195, with a median of $30,049. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$13.9M
Grants
12
Total Given
$601K
Pocono Mountains Vacation Bureau Inc
Stroudsburg, PA
Pocono Mountains Vacation Bureau supports tourism-related community projects, including streetscape improvements, parks, beautification, historical displays, events, and outdoor recreation in Carbon, Monroe, Pike, and Wayne counties in northeastern Pennsylvania. Its 2024 grants ranged from $5,128 to $50,000, with a median of $10,000; the 2026 Community Impact Grant capped requests at $10,000 and required a 50% match. The 2026 application deadline has passed, and whether it accepts unsolicited requests is not stated.
Assets
$13.6M
Grants
55
Total Given
$709K
PPL Foundation
Allentown, PA
PPL Foundation supports education from cradle to career, including STEM, literacy and career readiness, as well as equity, workforce development and community revitalization. Its listed education and equity grants are typically $2,500–$50,000, though 2025 awards ranged from $50 to over $3 million; it funds organizations in its service territory, primarily in Pennsylvania and Rhode Island. It accepts unsolicited requests, with applications available online and deadlines varying by program.
Assets
$53.9M
Grants
283
Total Given
$6.5M
More similar funders
More Funders in Massachusetts
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from David Katz Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
David Katz Foundation Inc down — hundreds of funders to go?