Katz Family Foundation
Katz Family Foundation is a private foundation, based in MILL VALLEY, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 21 grants totaling $48K. Net investment income was $65K.
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.
About Katz Family Foundation
Based on IRS filings
Katz Family Foundation is a private foundation, based in MILL VALLEY, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 21 grants totaling $48K. Net investment income was $65K.
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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 | $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 |
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
71 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Resurge ($7,500), 142 Throckmorton Theater ($7,000), Rainforest Action ($4,000).
| Recipient | Purpose | Amount |
|---|---|---|
| 142 Throckmorton Theater Mill Valley, CA | General Purpose | $7,000 |
| CA Film Institue San Rafael, CA | General Purpose | $3,000 |
| CA Parks Institute City of Industry, CA | General Purpose | $500 |
| CA States Parks Fd San Francisco, CA | General Purpose | $500 |
| Democracy Now New York, NY | General Purpose | $500 |
| Ejiorg Montgomery, AL | General Purpose | $3,000 |
| First Missionary Baptist Church Sausalito, CA | General Purpose | $1,600 |
| KQED Hagerstown, MD | General Purpose | $600 |
| Marin Health Foundation Greenbrae, CA | General Purpose | $2,000 |
| Mill Valley Library Fd Mill Valley, CA | General Purpose | $3,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Julie Katz | Trustee | 1 | — |
| Roger Katz | Trustee | 1 | — |
| DAGMAR KATZ | TRUSTEE | 1 | — |
Frequently Asked Questions
How large is Katz Family Foundation?
As of 2024, Katz Family Foundation holds $1.9M in total assets with $74K in annual revenue. It awarded 21 grants totaling $48K in 2024.
Where does Katz Family Foundation operate?
Katz Family Foundation has awarded grants in Alabama, California, District of Columbia, Georgia, Illinois, Massachusetts, Maryland, North Carolina, New York, Oregon, Tennessee, Texas.
What size grants does Katz Family Foundation award?
In 2024, Katz Family Foundation awarded 21 grants totaling $48K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Katz Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Katz Family Foundation reported a distributable amount of $49K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Katz Family Foundation'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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