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. Its 2025 filing, the latest on this page, reports 10 grants totaling $18,200.
Katz Family Foundation at a glance
In short: Katz Family Foundation gave $18K across 10 grants in 2025 (avg $2K), mostly in California. 70% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $18,200
- -61.9% vs 2024
- Grants made (2025)
- 10
- -52.4% vs 2024
- Average grant
- $1,820
- -20.0% vs 2024
- Median grant
- $1,350
- Total assets
- $1,931,722
- +2.2% vs 2024
- New grantees (estimate)
- 70% first-time grantees (7 of 10, 2025; small sample)
- Primary geography
- California (77% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated November 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Katz Family Foundation
- 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.
- Contact
Mailing address: 409 Summit Avenue, Mill Valley, CA 94941
Phone: (415) 380-3565
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Katz Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Resurge International ($5K). Together the top 10 received $18K.
Grant Size Distribution
72 grants across all recorded years
The most common grant size was under $50K: 71 grants of 72 (99%).
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 2025 grant dollars across all 10 itemized grants.
States
Cities
Is Katz Family Foundation open to new grantees?
70%
first-time grantees, 2025
In 2025, 7 of 10 grantees (70%) were first-time recipients. With only 10 grantees, that is a small sample: one grantee more or less moves the share by about 10 points. First grants averaged $2K; repeat grants $3K. How we count
Medians: $1K first-time, $2K repeat.
- 20% of 2025 grantees were also funded in 2024. Method
- Giving grew 225% from 2022 to 2025. Method
- In 2025 it paid out 42% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). 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 2025, annual grant giving ranged from $6K (2022) to $368K (2023). In 2025 it made 10 grants totaling $18K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Resurge International Sunnyvale, CA | General Purpose | $5,000 |
| Tuscan Heritage Foundation San Rafael, CA | General Purpose | $4,000 |
| Seva Foundation Berkeley, CA | General Purpose | $2,000 |
| Stone Research Foundation San Francisco, CA | General Purpose | $1,500 |
| Doctors without Borders New York, NY | General Purpose | $1,500 |
| Planned Parenthood New York, NY | General Purpose | $1,200 |
| World Central Kitchen Washington, DC | General Purpose | $1,000 |
| GBE Foundation San Francisco, CA | General Purpose | $1,000 |
| Democracy Now New York, NY | General Purpose | $500 |
| Everyday Zen Foundation Oceanside, CA | General Purpose | $500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,931,722 | $-192,496 | $40,349 | $18,200 | 10 | $22,863 | $79,631 | $53,866 |
| 2024 | $1,889,956 | $74,045 | $63,103 | $47,800 | 21 | $52,131 | $64,873 | $48,745 |
| 2023 | $1,879,014 | $62,725 | $378,161 | $368,363 | 20 | $373,356 | $60,128 | $94,661 |
| 2022 | $2,030,195 | $6,531 | $17,776 | $5,600 | 7 | $12,036 | — | $99,910 |
| 2021 | $2,039,979 | $2,157 | $27,995 | $12,550 | 14 | — | — | $84,915 |
| 2020 | $2,065,816 | $99,472 | $36,535 | $24,500 | 9 | — | $88,496 | $91,654 |
Under IRS private-foundation payout rules, Katz Family Foundation reported a distributable amount of $54K for 2025 — 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 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. Its 2025 filing, the latest on this page, reports 10 grants totaling $18,200.
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.
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 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 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, 2020–2025. "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 Foundation
How much does Katz Family Foundation give each year?
Katz Family Foundation gave $18K across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $48K across 21 grants.
What is Katz Family Foundation's typical grant size?
Katz Family Foundation's median grant in 2025 was $1,350, and its average grant was $1,820, across 10 grants on its 2025 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: 77% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New York (18%) and District of Columbia (5%). The most frequent recipient cities were New York, NY (3 grants) and San Francisco, CA (2 grants).
Does Katz Family Foundation give general operating support?
Yes: 100% of Katz Family Foundation's 2025 grants with a stated purpose (10 of 10) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Katz Family Foundation's largest grantees?
Katz Family Foundation's largest 2025 grantees include Resurge International ($5,000), Tuscan Heritage Foundation ($4,000) and Seva Foundation ($2,000), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.
How large is Katz Family Foundation?
Katz Family Foundation reported $1.9M in total assets on its 2025 IRS Form 990-PF. It paid out $23K in qualifying distributions that year, against a required minimum of $54K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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 2020–2025.
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 November 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS September 8, 2026)
- IRS filings on file for fiscal years 2020–2024
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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Katz Family Foundation'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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