Helen Katz Charitable Trust 505029000002

JEFFERSONVILLE, IN EIN: 33-6366418

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

+0.0% YoY

Avg Grant Size

$22K

-2.8% YoY

Under IRS private-foundation payout rules, Helen Katz Charitable Trust 505029000002 reported a distributable amount of $70K for 2024 — the minimum it must pay out in qualifying distributions.

About Helen Katz Charitable Trust 505029000002

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

District of Columbia $106K (33%)

Florida $106K (33%)

Arizona $106K (33%)

States

Arizona District of Columbia Florida

Cities

Fort LauderdaleScottsdaleWashington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Among its reported 2024 grants, the largest include American Center for Law and Justice-dist ($21,583), Alliance Defending Freedom ($21,582), D James Kennedy Ministries ($21,582).

Recipient	Purpose	Amount
AMERICAN CENTER FOR LAW AND JUSTICE-DIST WASHINGTON, DC	GENERAL PURPOSES	$21,583
ALLIANCE DEFENDING FREEDOM SCOTTSDALE, AZ	GENERAL PURPOSES	$21,582
D JAMES KENNEDY MINISTRIES FORT LAUDERDALE, FL	GENERAL PURPOSES	$21,582

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

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Helen Katz Charitable Trust 505029000002?

Helen Katz Charitable Trust 505029000002 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in JEFFERSONVILLE, IN. It holds $1.3M in total assets as of 2024.

How large is Helen Katz Charitable Trust 505029000002?

As of 2024, Helen Katz Charitable Trust 505029000002 holds $1.3M in total assets with $69K in annual revenue. It awarded 3 grants totaling $65K in 2024.

Where does Helen Katz Charitable Trust 505029000002 operate?

Helen Katz Charitable Trust 505029000002 has awarded grants in Arizona, District of Columbia, Florida.

What size grants does Helen Katz Charitable Trust 505029000002 award?

In 2024, Helen Katz Charitable Trust 505029000002 awarded 3 grants totaling $65K — an average of about $22K per grant, based on its IRS Form 990 filings.

How much is Helen Katz Charitable Trust 505029000002 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Helen Katz Charitable Trust 505029000002 reported a distributable amount of $70K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Helen Katz Charitable Trust 505029000002's EIN?

Helen Katz Charitable Trust 505029000002's EIN (Employer Identification Number) is 33-6366418. IRS Form 990 filing data is available on this page for 2019–2024.