David Katz Foundation Inc

CONCORD, MA EIN: 22-2783266

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

+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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $76K (61%)

District of Columbia $24K (19%)

Maryland $21K (17%)

Massachusetts $3K (2%)

States

District of Columbia Massachusetts Maryland Pennsylvania

Cities

AmherstBostonHawleyHonesdaleMilfordScrantonSilver SpringWashingtonWilkesbarre

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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.