Katz Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in JENKINTOWN, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $280K in total assets. In 2024, it awarded 47 grants totaling $100K. Net investment income was $128K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$280K
-8.4% YoY
Annual Giving
$100K
-1.3% YoY
Grant Count
47
+14.6% YoY
Avg Grant Size
$2K
-13.9% YoY
Under IRS private-foundation payout rules, Katz Family Charitable Trust reported a distributable amount of $12K for 2024 — the minimum it must pay out in qualifying distributions.
About Katz Family Charitable Trust
Based on IRS filings
Katz Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in JENKINTOWN, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $280K in total assets. In 2024, it awarded 47 grants totaling $100K. Net investment income was $128K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $279,575 | $305,347 | $66,344 |
| Revenue | $181,471 | $136,331 | $113,390 |
| Expenses | $104,177 | $104,255 | $128,077 |
| Qualifying Distributions | $99,763 | $101,064 | $124,211 |
| Net Investment Income | $128,051 | $55,320 | $31,429 |
| Distributable Amount | $11,520 | $5,084 | $10,970 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
206 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Orot ($18,610), Jewish Relief Agency ($12,780), Jewish Heritage Programs ($8,325).
| Recipient | Purpose | Amount |
|---|---|---|
| Aish Chaim Bala Cynwyd, PA | Jewish Religious Outreach | $2,700 |
| American Friends of Hatzolah Beit Shemesh Brooklyn, NY | General Sustaining | $180 |
| American Friends of Yeshiva D'Mir Lakewood, NJ | Jewish Religious Outreach | $1,000 |
| Assoc for Adults with Developmental Disabilities Willow Grove, PA | General Sustaining | $540 |
| Beth Sholom Congregation Elkins Park, PA | Jewish Religious Outreach | $6,006 |
| Caskey Torah Academy Wynnewood, PA | Jewish Religious Outreach | $360 |
| Chabad at the Shore - Chai Center Ventnor City, NJ | Jewish Religious Outreach | $500 |
| Chabad Jewish Center at Drexel University Philadelphia, PA | Jewish Religious Outreach | $1,000 |
| Congregation Beth Shalom Wilmington, DE | Jewish Religious Outreach | $1,000 |
| Families Behind the Badge Children's Foundation Conshohocken, PA | General Sustaining | $187 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Steven J Katz | Co Trustee | 1 | — |
| Robin Katz | Co Trustee | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Katz Family Charitable Trust?
Katz Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in JENKINTOWN, PA. It holds $280K in total assets as of 2024.
How large is Katz Family Charitable Trust?
As of 2024, Katz Family Charitable Trust holds $280K in total assets with $181K in annual revenue. It awarded 47 grants totaling $100K in 2024.
Where does Katz Family Charitable Trust operate?
Katz Family Charitable Trust has awarded grants in California, District of Columbia, Delaware, Kansas, Maryland, Maine, North Carolina, New Jersey, New Mexico, New York, Pennsylvania, Tennessee, Texas, Virginia, Washington.
What size grants does Katz Family Charitable Trust award?
In 2024, Katz Family Charitable Trust awarded 47 grants totaling $100K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Katz Family Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Katz Family Charitable Trust reported a distributable amount of $12K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Katz Family Charitable Trust's EIN?
Katz Family Charitable Trust's EIN (Employer Identification Number) is 25-6644879. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Katz Family Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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