Katz Family Foundation
Katz Family Foundation is a private foundation based in Mill Valley, California. It made 21 grants totaling $47,800 in filing year 2024, with listed grants supporting organizations in California and other states.
Key facts about Katz Family Foundation
In short: Katz Family Foundation gave $48K across 21 grants in 2024 (avg $2K), mostly in California. 67% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- EIN
- 04-2947276
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $47,800
- Grants made (2024)
- 21
- Average grant
- $2,276
- Median grant
- $2,000
- New grantees (estimate)
- 67% first-time grantees (14 of 21, 2024; small sample)
- Total assets
- $1,889,956
- Primary geography
- California (79% of itemized 2024 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.9M
+0.6% YoY
Annual Giving
$48K
-87.0% YoY
Grant Count
21
+5.0% YoY
Avg Grant Size
$2K
-87.6% YoY
Under IRS private-foundation payout rules, Katz Family Foundation reported a distributable amount of $49K for 2024 — the minimum it must pay out in qualifying distributions.
Is Katz Family Foundation open to new grantees?
67%
first-time grantees, 2024
In 2024, 14 of 21 grantees (67%) were first-time recipients. With only 21 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $2K; repeat grants $2K. How we count
Medians: $2K first-time, $2K repeat.
- 14% of 2024 grantees were also funded in 2023. Method
- Giving grew 281% from 2021 to 2024. Method
- In 2024 it paid out 107% 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.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants included support for organizations whose missions encompass live theater and performing arts, musical performance, and programs to preserve and restore sight. These are the grantees’ stated missions, not a stated foundation mission.
Grantmaking
In filing year 2024, the foundation gave $47,800 through 21 grants. Grant amounts ranged from $500 to $7,500, with a median of $2,000. The largest listed grants included $7,500 to Resurge; $7,000 to 142 Throckmorton Theater; and $4,000 each to Rainforest Action and SCAD giving. Each was listed for general purpose. Other grants included $3,000 to Mountain Play Association and $2,000 to San Francisco Symphony. Seva Foundation received $800.
Mountain Play Association describes its mission as producing theatrical experiences and an annual outdoor production that strengthen community and promote appreciation of live performing arts. San Francisco Symphony says it seeks to inspire and serve audiences and communities through musical performance. Seva Foundation says it partners worldwide to create self-sustaining programs that preserve and restore sight.
How to Apply
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
Ready to take the next step with Katz Family Foundation?
Geographic Focus
Where this funder awards grants
In filing year 2024, 79% of grant dollars went to recipients in California, 8% to Georgia, 6% to Alabama, 3% to New York, and 1% to Maryland.
Grant Distribution by State
Share of 2024 grant dollars across all 21 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $6K (2022) to $368K (2023). In 2024 it made 21 grants totaling $48K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Resurge ($8K). Together the top 10 received $39K.
Grant Size Distribution
71 grants across all recorded years
The most common grant size was under $50K: 70 grants of 71 (99%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Resurge Sunnyvale, CA | General Purpose | $7,500 |
| 142 Throckmorton Theater Mill Valley, CA | General Purpose | $7,000 |
| Rainforest Action Mill Valley, CA | General Purpose | $4,000 |
| SCAD giving Savannah, GA | General Purpose | $4,000 |
| CA Film Institue San Rafael, CA | General Purpose | $3,000 |
| Ejiorg Montgomery, AL | General Purpose | $3,000 |
| Mill Valley Library Fd Mill Valley, CA | General Purpose | $3,000 |
| Mountain Play Association San Rafael, CA | General Purpose | $3,000 |
| Marin Health Foundation Greenbrae, CA | General Purpose | $2,000 |
| San Francisco Ballet San Francisco, CA | General Purpose | $2,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2024 | $1,889,956 | $74,045 | $63,103 | $47,800 |
| 2023 | $1,879,014 | $62,725 | $378,161 | $368,363 |
| 2022 | $2,030,195 | $6,531 | $17,776 | $5,600 |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,889,956 | $1,879,014 | $2,030,195 |
| Revenue | $74,045 | $62,725 | $6,531 |
| Expenses | $63,103 | $378,161 | $17,776 |
| Qualifying Distributions | $52,131 | $373,356 | $12,036 |
| Net Investment Income | $64,873 | $60,128 | — |
| Distributable Amount | $48,745 | $94,661 | $99,910 |
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
Leadership team and compensation from IRS filings
The 2024 filing lists Julie Katz, Roger Katz, and Dagmar Katz as trustees.
Katz Family Foundation's 2024 filing lists 3 officers; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Roger Katz
Trustee
On filings since 2021
1 hr/week
No compensation reported
Dagmar Katz
Trustee
On filings since 2022
1 hr/week
No compensation reported
Julie Katz
Trustee
On filings since 2022
1 hr/week
No compensation reported
Former officers (5)
- Former: DASA Katz (2023) — Trustee
- Former: Bruce Katz (2021–2022) — Trustee -
- Former: Claudia Stroud (2022) — Treasurer
- Former: Bruce Katz Co Katz Family Foundatio (2020) — Trustee
- Former: Roger Katz Co Katz Family Foundatio (2020) — 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.
Contact
Mailing address: 409 Summit Avenue, Mill Valley, CA 94941
Phone: (415) 380-3565
Frequently asked questions about Katz Family Foundation
How much does Katz Family Foundation give each year?
Katz Family Foundation gave $48K across 21 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $368K across 20 grants.
What is Katz Family Foundation's typical grant size?
Katz Family Foundation's median grant in 2024 was $2,000, and its average grant was $2,276, across 21 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Katz Family Foundation that year got $2K on average.
Where does Katz Family Foundation give grants?
Katz Family Foundation gives mostly in California: 79% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Georgia (8%) and Alabama (6%). The most frequent recipient cities were Mill Valley, CA (3 grants), San Francisco, CA (3 grants), San Rafael, CA (2 grants) and New York, NY (2 grants).
Does Katz Family Foundation give general operating support?
Yes: 100% of Katz Family Foundation's 2024 grants with a stated purpose (21 of 21) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Katz Family Foundation's largest grantees?
Katz Family Foundation's largest 2024 grantees include Resurge ($7,500), 142 Throckmorton Theater ($7,000) and Rainforest Action ($4,000), according to its 2024 IRS Form 990-PF. Together they received 39% of its itemized 2024 grant dollars.
How large is Katz Family Foundation?
Katz Family Foundation reported $1.9M in total assets on its 2024 IRS Form 990-PF. It paid out $52K in qualifying distributions that year, against a required minimum of $49K (roughly 5% of its investment assets).
What does Katz Family Foundation fund?
No mission statement for the foundation is provided. Its 2024 grants included support for organizations whose missions encompass live theater and performing arts, musical performance, and programs to preserve and restore sight. See mission & focus areas ↑
How do I apply for a grant from Katz Family Foundation?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Katz Family Foundation's EIN?
Katz Family Foundation's EIN (Employer Identification Number) is 04-2947276. IRS Form 990 filing data is available on this page for 2020–2024.
Does Katz Family Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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