Kataly Foundation
Kataly Foundation is a private foundation, based in San Francisco, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $237.8M in total assets. In 2024, it awarded 3 grants totaling $69.4M. Net investment income was $10.3M.
Key facts about Kataly Foundation
In short: Kataly Foundation gave $69.4M across 3 grants in 2024 (avg $23.1M), mostly in Maryland. Source: 2024 IRS Form 990-PF.
- EIN
- 83-2592980
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $69,361,800
- Grants made (2024)
- 3
- Average grant
- $23,120,600
- Median grant
- $15,300,000
- Total assets
- $237,781,150
- Primary geography
- Maryland (75% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$237.8M
-21.1% YoY
Annual Giving
$69.4M
-0.2% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$23.1M
-0.2% YoY
Under IRS private-foundation payout rules, Kataly Foundation reported a distributable amount of $11.2M for 2024 — the minimum it must pay out in qualifying distributions.
How Kataly Foundation gives
- Giving grew 78% from 2021 to 2024. Method
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). 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 all 3 itemized 2024 grant dollars.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $39.1M (2021) to $69.5M (2023). In 2024 it made 3 grants totaling $69.4M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
The largest 2024 recipient was Impactassets Inc ($52.0M). Together the top 3 received $69.4M.
Grant Size Distribution
13 grants across all recorded years
The most common grant size was $5M or more: 9 grants of 13 (69%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Impactassets Inc Bethesda, MD | Charitable Activities | $52,000,000 |
| Possibility Labs San Francisco, CA | Charitable Activities | $15,300,000 |
| Amalgamated Charitable Foundation Washington, DC | Charitable Activities | $2,061,800 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $237,781,150 | $301,447,884 | $358,072,110 |
| Revenue | $10,938,637 | $12,798,906 | $20,339,784 |
| Expenses | $86,215,072 | $58,234,054 | $67,310,787 |
| Qualifying Distributions | $132,736,822 | $73,932,854 | $43,261,462 |
| Net Investment Income | $10,325,372 | $15,419,175 | $19,921,981 |
| Distributable Amount | $11,242,875 | $14,941,602 | $18,304,513 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Kataly Foundation is led by Nwamaka Agbo, Chief Executive Officer on every filing since 2020; 3 of 9 officers listed in 2024 are compensated.
Officers on the 2024 filing
Nwamaka Agbo
Chief Executive Officer
On filings since 2020
40 hrs/week
$120K (2020) → $504K (2024)
Christopher Olin
Director & President
On filings since 2020
2.5 hrs/week
No compensation reported
Regan Pritzker
Director & Chairperson
On filings since 2020
2.5 hrs/week
No compensation reported
Susan S. Pritzker
Director
On filings since 2020
0.3 hrs/week
No compensation reported
Joleen Ruffin
Chief Financial Officer
On filings since 2021
40 hrs/week
$197K (2021) → $340K (2024)
Lynne M. Hoey
Chief Investment Officer
On filings since 2021
40 hrs/week
$113K (2021) → $278K (2024)
James Schwaba
Treasurer
On filings since 2020
1 hr/week
No compensation reported
Amy Freidinger
Secretary
On filings since 2022
1 hr/week
No compensation reported
Lori D. Mills
Vice President
On filings since 2022
1 hr/week
No compensation reported
Former officers (1)
- Former: Joseph I. Perkovich (2020–2021) — Vice President & Secretary · Filing note: Thru 123121
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.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $504K, to Nwamaka Agbo (Chief Executive Officer). 3 officers or directors reported compensation on that filing.
Frequently asked questions about Kataly Foundation
How much does Kataly Foundation give each year?
Kataly Foundation gave $69.4M across 3 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $69.5M across 3 grants.
What is Kataly Foundation's typical grant size?
Kataly Foundation's median grant in 2024 was $15,300,000, and its average grant was $23,120,600, across 3 grants on its 2024 IRS Form 990-PF.
Where does Kataly Foundation give grants?
Kataly Foundation gives mostly in Maryland: 75% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was California (22%).
Does Kataly Foundation give general operating support?
Not in 2024: none of the 3 grants with a stated purpose on Kataly Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable Activities" (3 grants).
How large is Kataly Foundation?
Kataly Foundation reported $237.8M in total assets on its 2024 IRS Form 990-PF. It paid out $132.7M in qualifying distributions that year, against a required minimum of $11.2M (roughly 5% of its investment assets).
What is Kataly Foundation's EIN?
Kataly Foundation's EIN (Employer Identification Number) is 83-2592980. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Kataly Foundation by hand.
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