Harold Katz Family Foundation
The Harold Katz Family Foundation is a private foundation based in Southampton, Pennsylvania. Its 2025 filing reports grants to organizations in Florida, Missouri, Pennsylvania, and Georgia.
Key facts about Harold Katz Family Foundation
In short: Harold Katz Family Foundation gave $240K across 11 grants in 2025 (avg $22K), mostly in Florida. 27% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 23-2439844
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $240,250
- Grants made (2025)
- 11
- Average grant
- $21,841
- Median grant
- $7,000
- New grantees (estimate)
- 27% first-time grantees (3 of 11, 2025; small sample)
- Total assets
- $30,876
- Primary geography
- Florida (84% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- Yes
- How to apply
- The foundation accepts unsolicited requests. Full details ↓
- Deadline
- Anytime.
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$31K
-33.7% YoY
Annual Giving
$240K
+71.9% YoY
Grant Count
11
+10.0% YoY
Avg Grant Size
$22K
+56.3% YoY
Under IRS private-foundation payout rules, Harold Katz Family Foundation reported a distributable amount of $2K for 2025 — the minimum it must pay out in qualifying distributions.
Is Harold Katz Family Foundation open to new grantees?
27%
first-time grantees, 2025
In 2025, 3 of 11 grantees (27%) were first-time recipients. With only 11 grantees, that is a small sample: one grantee more or less moves the share by about 9 points. First grants averaged $65K; repeat grants $6K. How we count
Medians: $35K first-time, $3K repeat.
- 73% of 2025 grantees were also funded in 2024. Method
- Giving grew 113% from 2022 to 2025. Method
- In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No foundation mission is stated in the available information. Its 2025 grants included support for a hospital foundation, a scholarship fund, a kidney-disease research and advocacy organization, and organizations serving people with brain or spinal cord injuries and people seeking dental care. These descriptions reflect the grantees’ stated missions, not a stated mission of the foundation.
Grantmaking
In filing year 2025, the foundation made 11 grants totaling $240,250. Grants ranged from $250 to $150,000, with a median grant of $7,000. The largest awards were $150,000 to Boca Raton Regional Hospital Foundation, $35,000 to George Snow Scholarship Fund, and $20,000 to PKD Foundation. Other listed grants included $10,000 to Commonwealth National Foundation and $10,000 to Changing Lives of Boca.
The grantees’ own descriptions illustrate the range of supported work: Boca Raton Regional Hospital Foundation says it supports the hospital’s health-care mission through philanthropic gifts and public awareness; George Snow Scholarship Fund describes its work as personalized scholarships and support services; and PKD Foundation says it funds research, advocates for patients, and builds community for people affected by PKD. The Jerry Segal Classic says it funds entities assisting people recovering from brain or spinal cord injuries, while HealthLink Dental Clinic says it provides free dental services and oral health education to qualified low-wage-earning adults in Bucks and Montgomery Counties.
Review Cycle
Anytime.
How to Apply
The foundation accepts unsolicited requests. Individuals or organizations must submit a written request stating the reason for the request. Established organizations must also include financial information. The filing states that there are no restrictions on awards.
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Geographic Focus
Where this funder awards grants
The 2025 grant dollars went to recipients in Florida (84%), Missouri (8%), Pennsylvania (7%), and Georgia (1%).
Grant Distribution by State
Share of 2025 grant dollars across all 11 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $81K (2021) to $240K (2025). In 2025 it made 11 grants totaling $240K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Boca Raton Regional Hospital Foundation ($150K). Together the top 10 received $240K.
Grant Size Distribution
53 grants across all recorded years
The most common grant size was under $50K: 50 grants of 53 (94%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Boca Raton Regional Hospital Foundation Boca Raton, FL | General | $150,000 |
| George Snow Scholarship Fund Boca Raton, FL | General | $35,000 |
| PKD Foundation Kansas City, MO | General | $20,000 |
| Commonwealth National Foundation Horsham, PA | General | $10,000 |
| Changing Lives of Boca Boca Raton, FL | General | $10,000 |
| Florida Organ Transplant Associatio Coral Springs, FL | General | $7,000 |
| The Jerry Segal Classic Philadelphia, PA | General | $4,000 |
| DH Hoops Douglasville, GA | General | $2,000 |
| Magee Rehabilitation Foundation Philadelphia, PA | General | $1,000 |
| Healthlink Dental Clinic Inc Southampton, PA | General | $1,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $30,876 | $225,004 | $240,667 | $240,250 |
| 2024 | $46,539 | $175,002 | $139,750 | $139,750 |
| 2023 | $11,287 | $70,002 | $83,250 | $83,250 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $30,876 | $46,539 | $11,287 |
| Revenue | $225,004 | $175,002 | $70,002 |
| Expenses | $240,667 | $139,750 | $83,250 |
| Qualifying Distributions | $240,250 | $139,750 | $83,250 |
| Distributable Amount | $1,692 | $948 | $1,097 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 16, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 28, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 5, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 1, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 1, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 29, 2026)
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Harold Katz and Peggy Katz as presidents, and Marlene Katz, Diane Katz, and David Katz as directors.
Harold Katz Family Foundation is led by Harold Katz, President on every filing since 2020; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Harold Katz
President
On filings since 2020
No compensation reported
Peggy Katz
President
Director → President, 2025
On filings since 2020
No compensation reported
David Katz
Director
On filings since 2020
No compensation reported
Diane Katz
Director
On filings since 2020
No compensation reported
Marlene Katz
Director
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.
Contact
Application contact: Peggy Katz
Mailing address: 928 Jaymor Rd Ste A 100, Southampton, PA 18966
Phone: (215) 364-0400
Frequently asked questions about Harold Katz Family Foundation
How much does Harold Katz Family Foundation give each year?
Harold Katz Family Foundation gave $240K across 11 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $140K across 10 grants.
What is Harold Katz Family Foundation's typical grant size?
Harold Katz Family Foundation's median grant in 2025 was $7,000, and its average grant was $21,841, across 11 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Harold Katz Family Foundation that year got $65K on average.
Where does Harold Katz Family Foundation give grants?
Harold Katz Family Foundation gives mostly in Florida: 84% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Missouri (8%) and Pennsylvania (7%). The most frequent recipient cities were Boca Raton, FL (3 grants) and Philadelphia, PA (2 grants).
Does Harold Katz Family Foundation give general operating support?
Yes: 100% of Harold Katz Family Foundation's 2025 grants with a stated purpose (11 of 11) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Harold Katz Family Foundation's largest grantees?
Harold Katz Family Foundation's largest 2025 grantees include Boca Raton Regional Hospital Foundation ($150,000), George Snow Scholarship Fund ($35,000) and PKD Foundation ($20,000), according to its 2025 IRS Form 990-PF. Together they received 85% of its itemized 2025 grant dollars.
How large is Harold Katz Family Foundation?
Harold Katz Family Foundation reported $31K in total assets on its 2025 IRS Form 990-PF. It paid out $240K in qualifying distributions that year, against a required minimum of $2K (roughly 5% of its investment assets).
What does Harold Katz Family Foundation fund?
No foundation mission is stated in the available information. Its 2025 grants included support for a hospital foundation, a scholarship fund, a kidney-disease research and advocacy organization, and organizations serving people with brain or spinal cord injuries and people seeking dental care. See mission & focus areas ↑
How do I apply for a grant from Harold Katz Family Foundation?
The foundation accepts unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Harold Katz Family Foundation's EIN?
Harold Katz Family Foundation's EIN (Employer Identification Number) is 23-2439844. IRS Form 990 filing data is available on this page for 2020–2025.
Does Harold Katz Family Foundation accept unsolicited proposals?
Yes, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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