Katz Family Charitable Trust
Katz Family Charitable Trust is a private foundation based in Jenkintown, Pennsylvania. Its 2024 grants supported organizations including Jewish religious and community organizations, educational institutions, and a program helping children with diverse special needs attend Jewish day schools.
Katz Family Charitable Trust at a glance
In short: Katz Family Charitable Trust gave $100K across 47 grants in 2024 (avg $2K), mostly in Pennsylvania. 59% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $99,763
- -1.3% vs 2023
- Grants made (2024)
- 47
- +14.6% vs 2023
- Average grant
- $2,123
- -13.9% vs 2023
- Median grant
- $1,000
- Total assets
- $279,575
- -8.4% vs 2023
- New grantees (estimate)
- 59% first-time grantees (27 of 46, 2024)
- Primary geography
- Pennsylvania (86% 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 Katz Family Charitable Trust
- Contact
Application contact: Steven J Katz
Mailing address: 1480 Hampton Road, Rydal, PA 19046
Phone: (215) 651-0865
Website: https://katzfamilytrust.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Katz Family Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Orot ($19K). Together the top 10 received $66K.
Organizations only. It also paid 2 grants to individuals ($7,000), which are not listed by name.
Grant Size Distribution
210 grants across all recorded years
The most common grant size was under $50K: 210 grants of 210 (100%).
Geographic Focus
Where this funder awards grants
In 2024, Pennsylvania organizations received 86% of grant dollars. Recipients in New Jersey received 7%, New York 4%, Maryland 2%, and Delaware 1%.
Grant Distribution by State
Share of 2024 grant dollars across all 47 itemized grants.
States
Cities
Is Katz Family Charitable Trust open to new grantees?
59%
first-time grantees, 2024
In 2024, 27 of 46 grantees (59%) were first-time recipients. First grants averaged $682; repeat grants $4K. How we count
Medians: $360 first-time, $3K repeat.
- 26% of 2024 grantees were also funded in 2023. Method
- Giving grew 38% from 2021 to 2024. Method
- In 2024 it paid out 866% of its IRS minimum distribution (the 5% rule). 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 $58K (2020) to $124K (2022). In 2024 it made 47 grants totaling $100K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Orot Melrose Park, PA | Jewish Religious Outreach | $18,610 |
| Jewish Relief Agency Bala Cynwyd, PA | Jewish Religious Outreach | $12,780 |
| Jewish Heritage Programs Philadelphia, PA | General Scholarship/Education | $8,325 |
| Beth Sholom Congregation Elkins Park, PA | Jewish Religious Outreach | $6,006 |
| 2 grants to individuals Recipients not named | — | $7,000 |
| Jewish Federation of Greater Philadelphia Philadelphia, PA | General Sustaining | $4,788 |
| The Chevra Philadelphia, PA | General Sustaining | $4,320 |
| Philly Friendship Circle Bala Cynwyd, PA | General Sustaining | $3,600 |
| Kellman Brown Academy Vorhees, NJ | General Scholarship/Education | $2,800 |
| Aish Chaim Bala Cynwyd, PA | Jewish Religious Outreach | $2,700 |
Ready to take the next step with Katz Family Charitable Trust?
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 | $279,575 | $181,471 | $104,177 | $99,763 | 47 | $99,763 | $128,051 | $11,520 |
| 2023 | $305,347 | $136,331 | $104,255 | $101,064 | 41 | $101,064 | $55,320 | $5,084 |
| 2022 | $66,344 | $113,390 | $128,077 | $124,211 | 54 | $124,211 | $31,429 | $10,970 |
| 2021 | $179,181 | $205,292 | $75,294 | $72,486 | 40 | $72,486 | $80,384 | $11,752 |
| 2020 | $105,007 | $72,532 | $60,895 | $58,016 | 28 | — | $15,061 | — |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement is provided. The 2024 grants indicate support for Jewish religious outreach, education and scholarships, and general sustaining purposes. Among the grantees, Orot describes its work as helping children with diverse special needs attend Jewish day schools in the Philadelphia area. An individual recipient Hebrew Academy describes itself as a pluralistic Jewish day school serving grades six through twelve, while Jewish Heritage Programs describes itself as a peer-to-peer network for Jewish college students.
Grantmaking
In 2024, the trust awarded 47 grants totaling $99,763. Grant amounts ranged from $54 to $18,610, with a median grant of $1,000. Its largest grants included $18,610 to Orot, $12,780 to Jewish Relief Agency, $8,325 to Jewish Heritage Programs, $6,006 to Beth Sholom Congregation, and $6,000 to an individual recipient Hebrew Academy.
The trust’s filing says it does not restrict giving to preselected organizations. To apply, contact Steven J Katz; no specific form or materials are listed. The filing lists no award restrictions and no deadline.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Steven J Katz and Robin Katz as co-trustees. It also states that Steven J Katz volunteers as an auctioneer for charitable events without compensation and requests that a charitable contribution be made to the trust.
Katz Family Charitable Trust's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Robin Katz
Co Trustee
Co-Trustee → Co Trustee, 2024
On filings since 2020
1 hr/week
No compensation reported
Steven J Katz
Co Trustee
Co-Trustee → Co Trustee, 2024
On filings since 2020
1 hr/week
No compensation reported
Former officers (1)
- Former: Joshua Katz (2020–2022) — Co-Trustee
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 Katz Family Charitable Trust
How much does Katz Family Charitable Trust give each year?
Katz Family Charitable Trust gave $100K across 47 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $101K across 41 grants.
What is Katz Family Charitable Trust's typical grant size?
Katz Family Charitable Trust's median grant in 2024 was $1,000, and its average grant was $2,123, across 47 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Katz Family Charitable Trust that year got $682 on average.
Where does Katz Family Charitable Trust give grants?
Katz Family Charitable Trust gives mostly in Pennsylvania: 86% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was New Jersey (7%). The most frequent recipient cities were Philadelphia, PA (8 grants), Bala Cynwyd, PA (7 grants), Camden, NJ (2 grants) and Bryn Mawr, PA (2 grants).
Does Katz Family Charitable Trust give general operating support?
Yes: 57% of Katz Family Charitable Trust's 2024 grants with a stated purpose (27 of 47) were for general or operating support, per its 2024 IRS Form 990-PF. Recurring purposes include "Jewish Religious Outreach" (20 grants).
Who are Katz Family Charitable Trust's largest grantees?
Katz Family Charitable Trust's largest 2024 grantees include Orot ($18,610), Jewish Relief Agency ($12,780) and Jewish Heritage Programs ($8,325), according to its 2024 IRS Form 990-PF. It also paid 2 grants to individuals ($7,000), which are not listed by name. Together they received 40% of its itemized 2024 grant dollars.
How large is Katz Family Charitable Trust?
Katz Family Charitable Trust reported $280K in total assets on its 2024 IRS Form 990-PF. It paid out $100K in qualifying distributions that year, against a required minimum of $12K (roughly 5% of its investment assets).
What does Katz Family Charitable Trust fund?
No mission statement is provided. The 2024 grants indicate support for Jewish religious outreach, education and scholarships, and general sustaining purposes. See mission & focus areas ↑
How do I apply for a grant from Katz Family Charitable Trust?
Katz Family Charitable Trust has no public application process in the sources Grantable reviewed. Check katzfamilytrust.org for current guidelines, or contact the foundation directly before submitting a request.
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.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 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). Katz Family Charitable Trust funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/katz-family-charitable-trust-morg_21f72eba5cf84ead84f2155705129e30
BibTeX
@misc{grantable_256644879_2026,
author = {{Grantable}},
title = {{Katz Family Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/katz-family-charitable-trust-morg_21f72eba5cf84ead84f2155705129e30},
note = {Accessed 2026-10-15. 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 Katz Family Charitable Trust'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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