Katz Family Charitable Trust

Foundation · Grantmaker JENKINTOWN, PA EIN: 25-6644879

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.

Key facts about Katz Family Charitable Trust

EIN: 25-6644879
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $99,763
Grants made (2024): 47
Average grant: $2,123
Median grant: $1,000
Total assets: $279,575
Primary geography: Pennsylvania (86% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated April 2026.

Who Katz Family Charitable Trust funds

By grant dollars, the top recipient states for Katz Family Charitable Trust's 47 itemized 2024 grants were Pennsylvania (86%) and New Jersey (7%). The most frequent recipient cities were Philadelphia, PA (9 grants), Bala Cynwyd, PA (7 grants), Bryn Mawr, PA (3 grants) and Camden, NJ (2 grants). 57% of grants with a stated purpose were for general or operating support. Recurring purposes include "Jewish Religious Outreach" (20 grants).

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$280K

-8.4% YoY

Annual Giving

$100K

-1.3% YoY

Grant Count

+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

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $394K (87%)

New York $21K (5%)

New Jersey $16K (4%)

Maryland $11K (2%)

California $4K (1%)

District of Columbia $2K (1%)

Delaware $1K (0%)

Kansas $1K (0%)

+7 more states

States

California District of Columbia Delaware Kansas Maryland Maine North Carolina New Jersey New Mexico New York Pennsylvania Tennessee Texas Virginia Washington

Cities

PhiladelphiaBala CynwydNew YorkBryn MawrWynnewoodElkins ParkJenkintownMelrose ParkMerion StationBrooklynCheltenhamFairfaxRockvilleCascoVoorheesCamdenCherry HillConshohockenErdenheimLakewood

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

210 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Orot ($18,610), Jewish Relief Agency ($12,780), Jewish Heritage Programs ($8,325).

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
Jack M Barrack Hebrew Academy Bryn Mawr, PA	General Scholarship/Education	$6,000
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

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

Philanthropy, Voluntarism & Grantmaking

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.