Katz H L Fndn

SAINT LOUIS, MO EIN: 51-0171174

Katz H L Fndn is a private foundation focused on Education, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.3M in total assets. In 2024, it awarded 6 grants totaling $185K. Net investment income was $185K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.3M

-1.2% YoY

Annual Giving

$185K

+12.1% YoY

Grant Count

6

+50.0% YoY

Avg Grant Size

$31K

-25.3% YoY

Under IRS private-foundation payout rules, Katz H L Fndn reported a distributable amount of $208K for 2024 — the minimum it must pay out in qualifying distributions.

About Katz H L Fndn

Based on IRS filings

Katz H L Fndn is a private foundation focused on Education, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.3M in total assets. In 2024, it awarded 6 grants totaling $185K. Net investment income was $185K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

Atlantic CityGallowayGalloway TownshipMargateMargate CitySchenectady

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$105K$209K$314K$419K20202021202220232024
Metric202420232022
Total Assets$3,295,800$3,336,787$3,338,081
Revenue$235,536$246,481$157,169
Expenses$275,669$246,392$251,077
Qualifying Distributions$221,384$198,783$193,884
Net Investment Income$184,822$196,682$103,906
Distributable Amount$207,623$191,544$200,753

Giving Over Time

Total grant dollars and number of grants per year

$0$46K$93K$139K$185K4 grants20205 grants20214 grants20224 grants20236 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

JEWISH COMMUNITY CENTER …$50KBERON JEWISH OLDER ADULT…$50KJEWISH FAMILY SERVICE OF…$35KBOARD OF JEWISH EDUCATIO…$30KCHABAD AT STOCKTON INC$15KJEWISH FEDERATION OF ATL…$5K

Grant Size Distribution

23 grants across all recorded years

13<$50K10$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Open Grants

1 open opportunity from Katz H L Fndn

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Jewish Community Center of Atlantic ($50,000), Beron Jewish Older Adult Services of ($50,000), Jewish Family Service of Atlantic County ($35,000).

RecipientPurposeAmount
JEWISH FEDERATION OF ATLANTIC & CAPE MAY MARGATE CITY, NJGENERAL OPERATING$5,000
JEWISH COMMUNITY CENTER OF ATLANTIC MARGATE, NJGENERAL OPERATING$50,000
JEWISH FAMILY SERVICE OF ATLANTIC COUNTY MARGATE, NJGENERAL OPERATING$35,000
BOARD OF JEWISH EDUCATION OF ATLANTIC AN MARGATE CITY, NJGENERAL OPERATING$30,000
BERON JEWISH OLDER ADULT SERVICES OF ATLANTIC CITY, NJGENERAL OPERATING$50,000
CHABAD AT STOCKTON INC GALLOWAY, NJGENERAL OPERATING$15,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

WELLS FARGO BANK N ATRUSTEE$54KROBERT P LANG ESQCO-TRUSTEE$11KSTEVEN D SCHERZER ESQCO-TRUSTEE$11K

From 2024 filing

NameTitleHoursCompensation
ROBERT P LANG ESQCO-TRUSTEE1$10,750
STEVEN D SCHERZER ESQCO-TRUSTEE1$10,750
WELLS FARGO BANK N ATRUSTEE1$53,750

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

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 2024.

How large is Katz H L Fndn?

As of 2024, Katz H L Fndn holds $3.3M in total assets with $236K in annual revenue. It awarded 6 grants totaling $185K in 2024.

Where does Katz H L Fndn operate?

Katz H L Fndn has awarded grants in New Jersey, New York.

What size grants does Katz H L Fndn award?

In 2024, Katz H L Fndn awarded 6 grants totaling $185K — an average of about $31K per grant, based on its IRS Form 990 filings.

How much is Katz H L Fndn required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Katz H L Fndn reported a distributable amount of $208K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 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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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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