David Katz Foundation Inc
David Katz Foundation Inc is a private foundation, based in CONCORD, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $291K in total assets. In 2024, it awarded 15 grants totaling $25K. Net investment income was $14K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$291K
-3.7% YoY
Annual Giving
$25K
+0.0% YoY
Grant Count
15
+0.0% YoY
Avg Grant Size
$2K
+0.0% YoY
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.
About David Katz Foundation Inc
Based on IRS filings
David Katz Foundation Inc is a private foundation, based in CONCORD, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $291K in total assets. In 2024, it awarded 15 grants totaling $25K. Net investment income was $14K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $290,892 | $302,134 | $312,022 |
| Revenue | $15,109 | $15,128 | $7,217 |
| Expenses | $26,351 | $25,015 | $25,536 |
| Qualifying Distributions | $26,141 | $24,900 | $25,500 |
| Net Investment Income | $13,868 | $15,135 | $7,218 |
| Distributable Amount | $23,340 | $20,697 | $20,178 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
78 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Beyond Pesticides ($5,000), Congregation Beth Israel ($4,000), National Coalition for Cancer Survivorship ($4,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Beyond Pesticides Washington, DC | Support of Pesticidemisuse prevention | $5,000 |
| Congregation Beth Israel Honesdale, PA | Support ofreligious activities | $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 WilkesBarre, PA | Support of NaturalHealth activities | $1,000 |
| National Coalition for Cancer Survivorship Silver Spring, MD | Cancer survivorshipsupport activities | $4,000 |
| Northeast Region Cancer Institute Scranton, PA | Cancer prevention &treatment concerns | $1,000 |
| Reader to Reader Amherst, MA | Providing books toschool/public libraries | $300 |
| United Jewish Appeal Wayne County Honesdale, PA | Support ofreligious activities | $300 |
| Victims' Intervention Program Honesdale, PA | Support of VIPsintervention activities | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Sigmund J Roos | Dir - Pres/Treas | 1 | — |
| Paula S Roos Deceased | Dir - VP/Secy | 0.5 | — |
Frequently Asked Questions
How large is David Katz Foundation Inc?
As of 2024, David Katz Foundation Inc holds $291K in total assets with $15K in annual revenue. It awarded 15 grants totaling $25K in 2024.
Where does David Katz Foundation Inc operate?
David Katz Foundation Inc has awarded grants in District of Columbia, Massachusetts, Maryland, Pennsylvania.
What size grants does David Katz Foundation Inc award?
In 2024, David Katz Foundation Inc awarded 15 grants totaling $25K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is David Katz Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, David Katz Foundation Inc reported a distributable amount of $23K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in David Katz Foundation Inc's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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