Katz H L Fndn
Katz H L Fndn is a private foundation focused on Education, based in Saint Louis, MO. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $3.3M in total assets. In 2025, it awarded 6 grants totaling $196K. Net investment income was $236K.
Katz H L Fndn at a glance
In short: Katz H L Fndn gave $196K across 6 grants in 2025 (avg $33K), mostly in New Jersey. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $196,000
- +5.9% vs 2024
- Grants made (2025)
- 6
- +0.0% vs 2024
- Average grant
- $32,667
- +5.9% vs 2024
- Median grant
- $35,500
- Total assets
- $3,299,249
- +0.1% vs 2024
- Primary geography
- New Jersey (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
How to apply to Katz H L Fndn
Open Grants
1 open opportunity from Katz H L Fndn
Who Katz H L Fndn funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Jewish Comm Center of Atlantic County IN ($50K). Together the top 6 received $196K.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was under $50K: 15 grants of 25 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
States
Cities
How Katz H L Fndn gives
- Giving held roughly steady from 2022 to 2025 (+19%). Method
- In 2025 it paid out 108% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $163K (2019) to $196K (2025). In 2025 it made 6 grants totaling $196K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Jewish Comm Center of Atlantic County IN Margate, NJ | General Operating | $50,000 |
| Beron Jewish Older Adult Services ATL CN Atlantic City, NJ | General Operating | $50,000 |
| Board Jewish Education ATL Cape May Cnty Margate City, NJ | General Operating | $36,000 |
| Jewish Family Serviceof Atlantic Count I Margate, NJ | General Operating | $35,000 |
| Chabad at Stockton Inc Galloway, NJ | General Operating | $20,000 |
| Jewish Feder of Atlanti & Cape May Cnty Margate City, NJ | General Operating | $5,000 |
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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 | $3,299,249 | $291,009 | $289,783 | $196,000 | 6 | $232,827 | $235,998 | $215,767 |
| 2024 | $3,295,800 | $235,536 | $275,669 | $185,000 | 6 | $221,384 | $184,822 | $207,623 |
| 2023 | $3,336,787 | $246,481 | $246,392 | $165,000 | 4 | $198,783 | $196,682 | $191,544 |
| 2022 | $3,338,081 | $157,169 | $251,077 | $165,000 | 4 | $193,884 | $103,906 | $200,753 |
| 2021 | $3,431,676 | $380,585 | $260,170 | $165,000 | 5 | $205,476 | $332,529 | $221,530 |
| 2020 | $3,311,214 | $363,259 | $252,066 | $175,000 | 4 | — | $321,753 | $185,105 |
| 2019 | $3,201,380 | $229,258 | $243,873 | $162,500 | 5 | — | $182,050 | $187,067 |
Under IRS private-foundation payout rules, Katz H L Fndn reported a distributable amount of $216K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Katz H L Fndn's 2025 filing lists 3 officers; all 3 officers listed in 2025 are compensated.
Officers on the 2025 filing
Robert P. Lang Esq.
Co-Trustee
On filings since 2019
1 hr/week
$11K (2019) → $12K (2025)
Steven D. Scherzer Esq.
Co-Trustee
On filings since 2019
1 hr/week
$11K (2019) → $12K (2025)
Wells Fargo Bank N A
Trustee
On filings since 2019
1 hr/week
$52K (2019) → $58K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $58K, to Wells Fargo Bank N a (Trustee). 3 officers or directors reported compensation on that filing.
Frequently asked questions about Katz H L Fndn
How much does Katz H L Fndn give each year?
Katz H L Fndn gave $196K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $185K across 6 grants.
What is Katz H L Fndn's typical grant size?
Katz H L Fndn's median grant in 2025 was $35,500, and its average grant was $32,667, across 6 grants on its 2025 IRS Form 990-PF.
Where does Katz H L Fndn give grants?
Katz H L Fndn gives mostly in New Jersey: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Margate, NJ (2 grants) and Margate City, NJ (2 grants).
Does Katz H L Fndn give general operating support?
Yes: 100% of Katz H L Fndn's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Katz H L Fndn's largest grantees?
Katz H L Fndn's largest 2025 grantees include Jewish Comm Center of Atlantic County IN ($50,000), Beron Jewish Older Adult Services ATL CN ($50,000) and Board Jewish Education ATL Cape May Cnty ($36,000), according to its 2025 IRS Form 990-PF. Together they received 69% of its itemized 2025 grant dollars.
How large is Katz H L Fndn?
Katz H L Fndn reported $3.3M in total assets on its 2025 IRS Form 990-PF. It paid out $233K in qualifying distributions that year, against a required minimum of $216K (roughly 5% of its investment assets).
What is Katz H L Fndn?
Katz H L Fndn is a private foundation focused on Education, based in Saint Louis, MO. It holds $3.3M in total assets as of 2025.
What is Katz H L Fndn's EIN?
Katz H L Fndn's EIN (Employer Identification Number) is 51-0171174. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 3, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Katz H L Fndn's focus areas in our free grants database
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