Jerold B Katz Foundation
The Jerold B Katz Foundation is a private foundation based in Houston, Texas. Its 2024 filing reports 13 grants totaling $17,980,000 to organizations in Texas, New York, and California, including hospitals, schools, a museum, and community organizations.
Jerold B Katz Foundation at a glance
In short: Jerold B Katz Foundation gave $18.0M across 13 grants in 2024 (avg $1.4M), mostly in Texas. 31% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $17,980,000
- +77.1% vs 2023
- Grants made (2024)
- 13
- +18.2% vs 2023
- Average grant
- $1,383,077
- +49.9% vs 2023
- Median grant
- $580,000
- Total assets
- $391,559,763
- +2.5% vs 2023
- New grantees (estimate)
- 31% first-time grantees (4 of 13, 2024; small sample)
- Primary geography
- Texas (67% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Jerold B Katz Foundation
- How to Apply
-
Applications may be submitted in any standard format, except scholarship applications, which must use the Citizens’ Scholarship Foundation of America form.
- Contact
Application contact: Jerold B Katz Foundation
Mailing address: 5847 San Felipe Street Ste 2375, Houston, TX 77057
Phone: (713) 953-7700
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Jerold B Katz Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was The Methodist Hospital ($6.5M). Together the top 10 received $17.8M.
Grant Size Distribution
43 grants across all recorded years
The most common grant size was in the $100–250K range: 10 grants of 43 (23%).
Geographic Focus
Where this funder awards grants
In 2024, 67% of grant dollars went to recipients in Texas, 32% to recipients in New York, and 1% to recipients in California.
Grant Distribution by State
Share of 2024 grant dollars across all 13 itemized grants.
Cities
Is Jerold B Katz Foundation open to new grantees?
31%
first-time grantees, 2024
In 2024, 4 of 13 grantees (31%) were first-time recipients. With only 13 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $301K; repeat grants $1.9M. How we count
Medians: $300K first-time, $1.5M repeat.
- 54% of 2024 grantees were also funded in 2023. Method
- In 2024 it paid out 83% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $6.7M (2020) to $18.0M (2024). In 2024 it made 13 grants totaling $18.0M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Methodist Hospital Houston, TX | 2024 Donation | $6,500,000 |
| NYU Langone Health New York, NY | 2024 Donation | $3,500,000 |
| The Nightingale-Bamford School New York, NY | 2024 Donation | $2,100,000 |
| Congregation Emanu El Houston, TX | 2024 Donation | $2,000,000 |
| Texas Children's Hospital Houston, TX | 2024 Donation | $1,500,000 |
| The Museum of Fine Arts Houston Houston, TX | 2024 Donation | $700,000 |
| Houston Police Foundation Houston, TX | 2024 Donation | $580,000 |
| UT Health Science Center Houston, TX | 2024 Donation | $500,000 |
| Jewish Family Service Houston, TX | 2024 Donation | $250,000 |
| Graham Windham Brooklyn, NY | 2024 Donation | $125,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $391,559,763 | $29,840,709 | $20,149,480 | $17,980,000 | 13 | $17,989,513 | $28,027,320 | $21,727,518 |
| 2023 | $381,868,534 | $29,643,222 | $11,357,509 | $10,150,000 | 11 | $10,166,716 | $16,841,176 | $19,211,150 |
| 2022 | $364,930,688 | $214,488,043 | $13,564,374 | $13,300,539 | 8 | $13,304,593 | $11,908,383 | $14,005,544 |
| 2020 | $167,531,132 | $37,526,460 | $6,879,036 | $6,650,333 | 11 | — | $7,553,094 | $8,058,909 |
Under IRS private-foundation payout rules, Jerold B Katz Foundation reported a distributable amount of $21.7M for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
No foundation mission statement is provided in the available filing information. Its 2024 grants went to organizations working in areas including health care, education, arts and culture, public safety, and social services. These examples describe the grantees, not stated focus areas of the foundation.
The Methodist Hospital describes its mission as providing high-quality, cost-effective health care in a spiritual environment, alongside teaching and research. Texas Children’s Hospital says it works to create a healthier future for children and women through patient care, education, and research. The Nightingale-Bamford School says it aims to educate girls’ minds and hearts and advance equity. The Museum of Fine Arts, Houston describes its work as connecting Houston communities with art through collections, exhibitions, learning programs, and research.
Other 2024 recipients include Houston Police Foundation, which says it works to promote awareness, enhance safety, and improve performance within the Houston Police Department; Jewish Family Service, which describes its work as empowering individuals, families, and communities; and Graham Windham, which works with children, youth, and families facing difficult challenges.
Grantmaking
In 2024, the foundation made 13 grants totaling $17,980,000. Grant amounts ranged from $25,000 to $6,500,000, with a median of $580,000. The largest awards included $6,500,000 to The Methodist Hospital, $3,500,000 to NYU Langone Health, $2,100,000 to The Nightingale-Bamford School, $2,000,000 to Congregation Emanu El, and $1,500,000 to Texas Children’s Hospital. The listed grants identify their purpose as “2024 donation.”
The foundation states that it does not restrict giving to preselected organizations. It accepts applications in any standard format, except scholarship applications, which must use the Citizens’ Scholarship Foundation of America form. Scholarships under the Jerold B. Katz Scholarship Program are administered by that organization and are available to children of employees of the Katz Controlled Group. The foundation says it notifies eligible applicants about the scholarship application’s availability and accessibility.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Evan H Katz as president and trustee; Duncan Lamme as vice president; Nicolas Garcia as secretary/treasurer; and Lissy Katz Bank and Michael Helfer as trustees.
Jerold B Katz Foundation is led by Evan H. Katz, President & Trustee on every filing since 2020; none of the 5 officers listed in 2024 report compensation.
Officers on the 2024 filing
Evan H. Katz
President & Trustee
On filings since 2020
5 hrs/week
No compensation reported
Lissy Katz Bank
Trustee
On filings since 2020
1 hr/week
No compensation reported
Michael Helfer
Trustee
On filings since 2020
1 hr/week
No compensation reported
Duncan Lamme
Vice President
On filings since 2020
5 hrs/week
No compensation reported
Nicolas Garcia
Secretary & Treasurer
On filings since 2020
5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 Jerold B Katz Foundation
How much does Jerold B Katz Foundation give each year?
Jerold B Katz Foundation gave $18.0M across 13 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $10.2M across 11 grants.
What is Jerold B Katz Foundation's typical grant size?
Jerold B Katz Foundation's median grant in 2024 was $580,000, and its average grant was $1,383,077, across 13 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Jerold B Katz Foundation that year got $301K on average.
Where does Jerold B Katz Foundation give grants?
Jerold B Katz Foundation gives mostly in Texas: 67% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was New York (32%). The most frequent recipient cities were Houston, TX (8 grants) and New York, NY (2 grants).
Does Jerold B Katz Foundation give general operating support?
Not in 2024: none of the 13 grants with a stated purpose on Jerold B Katz Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "2024 Donation" (13 grants).
Who are Jerold B Katz Foundation's largest grantees?
Jerold B Katz Foundation's largest 2024 grantees include The Methodist Hospital ($6,500,000), NYU Langone Health ($3,500,000) and The Nightingale-Bamford School ($2,100,000), according to its 2024 IRS Form 990-PF. Together they received 67% of its itemized 2024 grant dollars.
How large is Jerold B Katz Foundation?
Jerold B Katz Foundation reported $391.6M in total assets on its 2024 IRS Form 990-PF. It paid out $18.0M in qualifying distributions that year, against a required minimum of $21.7M (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 does Jerold B Katz Foundation fund?
No foundation mission statement is provided in the available filing information. Its 2024 grants went to organizations working in areas including health care, education, arts and culture, public safety, and social services. See mission & focus areas ↑
How do I apply for a grant from Jerold B Katz Foundation?
Applications may be submitted in any standard format, except scholarship applications, which must use the Citizens’ Scholarship Foundation of America form. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Jerold B Katz Foundation's EIN?
Jerold B Katz Foundation's EIN (Employer Identification Number) is 74-2164970. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Jerold B Katz Foundation funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/jerold-b-katz-foundation-morg_c56f2fff85fb416daf1becb29029d628
BibTeX
@misc{grantable_742164970_2026,
author = {{Grantable}},
title = {{Jerold B Katz Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/jerold-b-katz-foundation-morg_c56f2fff85fb416daf1becb29029d628},
note = {Accessed 2026-10-12. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Jerold B Katz Foundation'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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