Eli Katz Memorial Trust
Eli Katz Memorial Trust is a private foundation, based in Lawrence, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $51K in total assets. In 2025, it awarded 1 grant totaling $1K. Net investment income was $4.
Eli Katz Memorial Trust at a glance
In short: Eli Katz Memorial Trust gave $1K across 1 grant in 2025 (avg $1K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,200
- +20.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $1,200
- +20.0% vs 2024
- Median grant
- $1,200
- Total assets
- $51,203
- -2.3% vs 2024
- Primary geography
- New York (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Eli Katz Memorial Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Congregaion Agudas Achim ($1K).
Grant Size Distribution
7 grants across all recorded years
The most common grant size was under $50K: 7 grants of 7 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Eli Katz Memorial Trust gives
- Giving grew 140% from 2022 to 2025. Method
- In 2025 it paid out 47% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $500 (2022) to $6K (2020). In 2025 it made 1 grant totaling $1K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Congregaion Agudas Achim Flushing, NY | Orthodox Synagogue That Provides Jewish Heritage and Culture | $1,200 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $51,203 | $4 | $1,200 | $1,200 | 1 | $1,200 | $4 | $2,561 |
| 2024 | $52,399 | $5 | $1,000 | $1,000 | 1 | $1,000 | $5 | $2,622 |
| 2023 | $53,394 | $17 | $1,000 | $1,000 | 1 | $1,000 | $17 | $2,666 |
| 2022 | $59,041 | $8 | $500 | $500 | 1 | $500 | $8 | $2,865 |
| 2021 | $57,283 | — | $755 | $680 | 3 | — | — | $2,778 |
| 2020 | $55,538 | $1 | $5,550 | $5,500 | 1 | — | $1 | $2,810 |
Under IRS private-foundation payout rules, Eli Katz Memorial Trust reported a distributable amount of $3K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Eli Katz Memorial Trust's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Frieda Katz
Trustee
On filings since 2020
No compensation reported
Heshy Katz
Trustee
On filings since 2020
No compensation reported
Steven Adelsberg
Trustee
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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 Eli Katz Memorial Trust
How much does Eli Katz Memorial Trust give each year?
Eli Katz Memorial Trust gave $1K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1K across 1 grant.
How large is Eli Katz Memorial Trust?
Eli Katz Memorial Trust reported $51K in total assets on its 2025 IRS Form 990-PF. It paid out $1K in qualifying distributions that year, against a required minimum of $3K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Eli Katz Memorial Trust operate?
Eli Katz Memorial Trust has awarded grants in New York.
What is Eli Katz Memorial Trust's EIN?
Eli Katz Memorial Trust's EIN (Employer Identification Number) is 20-8093629. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
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