Harvey and Phyllis Katz Family
Harvey and Phyllis Katz Family is a private foundation, based in Long Branch, NJ. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $28K in total assets. In 2025, it awarded 1 grant totaling $8K.
Harvey and Phyllis Katz Family at a glance
In short: Harvey and Phyllis Katz Family gave $8K across 1 grant in 2025 (avg $8K), mostly in New Jersey. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $7,500
- +150.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $7,500
- +150.0% vs 2024
- Median grant
- $7,500
- Total assets
- $28,162
- -23.2% vs 2024
- Primary geography
- New Jersey (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 Harvey and Phyllis Katz Family funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Chabad of the Shore ($8K).
Grant Size Distribution
6 grants across all recorded years
The most common grant size was under $50K: 6 grants of 6 (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 Harvey and Phyllis Katz Family gives
- Giving grew 317% from 2022 to 2025. Method
- In 2025 it paid out 466% of its IRS minimum distribution (the 5% rule). 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 2019 to 2025, annual grant giving ranged from $500 (2021) to $12K (2023). In 2025 it made 1 grant totaling $8K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Chabad of the Shore Long Branch, NJ | General Fund Use | $7,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Distributable Amount |
|---|---|---|---|---|---|---|---|
| 2025 | $28,162 | — | $8,500 | $7,500 | 1 | $7,500 | $1,611 |
| 2024 | $36,662 | — | $3,015 | $3,000 | 1 | $3,000 | $1,892 |
| 2023 | $39,677 | — | $12,015 | $12,000 | 2 | $12,000 | $2,365 |
| 2022 | $51,692 | — | $1,891 | $1,800 | 1 | $1,800 | $2,607 |
| 2021 | $53,583 | — | $500 | $500 | 1 | $500 | $2,660 |
| 2020 | $54,083 | — | $9,631 | $8,000 | 1 | — | $2,664 |
| 2019 | $63,714 | $910 | $7,600 | $6,000 | 2 | — | $3,138 |
Under IRS private-foundation payout rules, Harvey and Phyllis Katz Family reported a distributable amount of $2K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Harvey and Phyllis Katz Family's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Phyllis Katz
Trustee
On filings since 2019
1 hr/week
No compensation reported
Margo Zeigler
Trustee
New on the 2025 filing
1 hr/week
No compensation reported
Scott Zeigler
Trustee
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (1)
- Former: Harvey Katz (2019–2022) — Trustee
Data from IRS Form 990 filings, 2019–2025. "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 Harvey and Phyllis Katz Family
How much does Harvey and Phyllis Katz Family give each year?
Harvey and Phyllis Katz Family gave $8K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $3K across 1 grant.
How large is Harvey and Phyllis Katz Family?
Harvey and Phyllis Katz Family reported $28K in total assets on its 2025 IRS Form 990-PF. It paid out $8K in qualifying distributions that year, against a required minimum of $2K (roughly 5% of its investment assets).
Where does Harvey and Phyllis Katz Family operate?
Harvey and Phyllis Katz Family has awarded grants in Florida, New Jersey, New York.
What is Harvey and Phyllis Katz Family's EIN?
Harvey and Phyllis Katz Family's EIN (Employer Identification Number) is 20-4389576. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 26, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 7, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 31, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
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Figures come from Harvey and Phyllis Katz Family'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.
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