Helen Katz Charitable Trust 505029000002
Helen Katz Charitable Trust 505029000002 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in JEFFERSONVILLE, IN. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 3 grants totaling $65K. Net investment income was $52K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.3M
-1.0% YoY
Annual Giving
$65K
-2.8% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$22K
-2.8% YoY
About Helen Katz Charitable Trust 505029000002
Based on IRS filings
Helen Katz Charitable Trust 505029000002 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in JEFFERSONVILLE, IN. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 3 grants totaling $65K. Net investment income was $52K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,321,499 | $1,334,504 | $1,374,001 |
| Revenue | $68,597 | $44,050 | $16,958 |
| Expenses | $82,129 | $83,039 | $89,209 |
| Qualifying Distributions | $64,747 | $66,597 | $65,017 |
| Net Investment Income | $52,425 | $24,063 | $5,868 |
| Distributable Amount | $70,107 | $64,748 | $66,596 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
No officer/director data available.
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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