Helen Katz Charitable Trust 505029000002
Helen Katz Charitable Trust 505029000002 is a private foundation, based in Jeffersonville, IN. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it awarded 3 grants totaling $70K. Net investment income was $47K.
Key facts about Helen Katz Charitable Trust 505029000002
In short: Helen Katz Charitable Trust 505029000002 gave $70K across 3 grants in 2025 (avg $23K), top state District of Columbia. Source: 2025 IRS Form 990-PF.
- EIN
- 33-6366418
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $70,107
- Grants made (2025)
- 3
- Average grant
- $23,369
- Median grant
- $23,369
- Total assets
- $1,296,501
- Primary geography
- District of Columbia (33% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated October 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.3M
-1.9% YoY
Annual Giving
$70K
+8.3% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$23K
+8.3% YoY
Under IRS private-foundation payout rules, Helen Katz Charitable Trust 505029000002 reported a distributable amount of $74K for 2025 — the minimum it must pay out in qualifying distributions.
How Helen Katz Charitable Trust 505029000002 gives
- Giving held roughly steady from 2022 to 2025 (+8%). Method
- In 2025 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $60K (2020) to $70K (2025). In 2025 it made 3 grants totaling $70K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was American Center for Law and Justice-Dist Rict of Columbia Inc ($23K). Together the top 3 received $70K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| American Center for Law and Justice-Dist Rict of Columbia Inc Washington, DC | General Purposes | $23,369 |
| Alliance Defending Freedom Scottsdale, AZ | General Purposes | $23,369 |
| D James Kennedy Ministries Fort Lauderdale, FL | General Purposes | $23,369 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,296,501 | $1,321,499 | $1,334,504 |
| Revenue | $64,607 | $68,597 | $44,050 |
| Expenses | $89,589 | $82,129 | $83,039 |
| Qualifying Distributions | $70,107 | $64,747 | $66,597 |
| Net Investment Income | $46,949 | $52,425 | $24,063 |
| Distributable Amount | $74,286 | $70,107 | $64,748 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 7, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 3, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 13, 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 May 9, 2024)
Leadership & Key People
Officers and directors from IRS filings
Helen Katz Charitable Trust 505029000002's only listed officer is NEW Covenant Trust Company, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
NEW Covenant Trust Company
Trustee
On filings since 2020
1 hr/week
$11K (2020) → $17K (2025)
Former officers (1)
- Former: Trust Company N A (2019) — 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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $17K, to New Covenant Trust Company (Trustee).
Frequently asked questions about Helen Katz Charitable Trust 505029000002
How much does Helen Katz Charitable Trust 505029000002 give each year?
Helen Katz Charitable Trust 505029000002 gave $70K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $65K across 3 grants.
What is Helen Katz Charitable Trust 505029000002's typical grant size?
Helen Katz Charitable Trust 505029000002's median grant in 2025 was $23,369, and its average grant was $23,369, across 3 grants on its 2025 IRS Form 990-PF.
Where does Helen Katz Charitable Trust 505029000002 give grants?
Helen Katz Charitable Trust 505029000002's top state is District of Columbia, with 33% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Arizona (33%) and Florida (33%).
Does Helen Katz Charitable Trust 505029000002 give general operating support?
Yes: 100% of Helen Katz Charitable Trust 505029000002's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Helen Katz Charitable Trust 505029000002?
Helen Katz Charitable Trust 505029000002 reported $1.3M in total assets on its 2025 IRS Form 990-PF. It paid out $70K in qualifying distributions that year, against a required minimum of $74K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Helen Katz Charitable Trust 505029000002 by hand.
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