Harvey and Phyllis Katz Family
Harvey and Phyllis Katz Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LONG BRANCH, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $37K in total assets. In 2024, it awarded 1 grants totaling $3K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$37K
-7.6% YoY
Annual Giving
$3K
-75.0% YoY
Grant Count
1
-50.0% YoY
Avg Grant Size
$3K
-50.0% YoY
Under IRS private-foundation payout rules, Harvey and Phyllis Katz Family reported a distributable amount of $2K for 2024 — the minimum it must pay out in qualifying distributions.
About Harvey and Phyllis Katz Family
Based on IRS filings
Harvey and Phyllis Katz Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LONG BRANCH, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $37K in total assets. In 2024, it awarded 1 grants totaling $3K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $36,662 | $39,677 | $51,692 |
| Revenue | — | — | — |
| Expenses | $3,015 | $12,015 | $1,891 |
| Qualifying Distributions | $3,000 | $12,000 | $1,800 |
| Net Investment Income | — | — | — |
| Distributable Amount | $1,892 | $2,365 | $2,607 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
6 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Chabad of the Shore ($3,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CHABAD OF THE SHORE LONG BRANCH, NJ | GENERAL FUND USE | $3,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PHYLLIS KATZ | TRUSTEE | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Harvey and Phyllis Katz Family?
Harvey and Phyllis Katz Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LONG BRANCH, NJ. It holds $37K in total assets as of 2024.
How large is Harvey and Phyllis Katz Family?
As of 2024, Harvey and Phyllis Katz Family holds $37K in total assets. It awarded 1 grants totaling $3K in 2024.
Where does Harvey and Phyllis Katz Family operate?
Harvey and Phyllis Katz Family has awarded grants in New Jersey, New York.
What size grants does Harvey and Phyllis Katz Family award?
In 2024, Harvey and Phyllis Katz Family awarded 1 grants totaling $3K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Harvey and Phyllis Katz Family required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Harvey and Phyllis Katz Family reported a distributable amount of $2K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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