M D Katz Foundation Inc
The M.D. Katz Foundation is a private family foundation established in 1962 and based in Englewood, New Jersey. The foundation maintains a low-profile approach to grantmaking and does not operate a public website or provide formal application guidelines.
Key facts about M D Katz Foundation Inc
- EIN
- 11-6035541
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $5,688,788
- Grants made (2025)
- 61
- Average grant
- $93,259
- Median grant
- $1,200
- New grantees (estimate)
- 23% first-time grantees (14 of 61, 2025)
- Total assets
- $59,829,967
- Primary geography
- New York (89% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated June 2026. New grantees are estimated by matching recipient names across years (methodology).
Who M D Katz Foundation Inc funds
By grant dollars, the top recipient states for M D Katz Foundation Inc's 61 itemized 2025 grants were New York (89%) and New Jersey (11%). The most frequent recipient cities were New York, NY (16 grants), Teaneck, NJ (9 grants), Englewood, NJ (8 grants) and Brooklyn, NY (4 grants). None of its 61 grants with a stated purpose were described as general or operating support. Recurring purposes include "Education" (16 grants), "Religious" (16 grants) and "Support for the Needy" (13 grants).
Is M D Katz Foundation Inc open to new grantees?
23%
first-time grantees, 2025
In 2025, 14 of 61 grantees (23%) were first-time recipients. First grants averaged $5K; repeat grants $119K. How we count
Medians: $410 first-time, $3K repeat.
- 61% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+19%). Method
- In 2025 it paid out 89% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized IRS Form 990-PF grant lists (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$59.8M
+0.0% YoY
Annual Giving
$5.7M
+4.5% YoY
Grant Count
61
+17.3% YoY
Avg Grant Size
$93K
-11.0% YoY
Under IRS private-foundation payout rules, M D Katz Foundation Inc reported a distributable amount of $6.5M for 2025 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation supports Jewish education and Jewish-related causes, with a particular emphasis on Jewish institutions serving early childhood through higher education. All education funding occurs through a Jewish lens, focusing on Jewish-affiliated schools and institutions.
Primary funding areas include:
- Jewish K-12 education
- Jewish higher education
- Jewish early childhood education
- School scholarships and fellowships
- Jewish nonprofits and religious organizations
Grantmaking
The foundation prefers a proactive approach to grantmaking rather than accepting unsolicited proposals. A notable characteristic of the foundation's strategy is its tendency to provide multi-year grants to the same grantees over extended periods.
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in New Jersey and the Tri-State Area, though many of the schools supported have personal connections to Katz family members.
Grant Distribution by State
Share of all 61 itemized 2025 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
- Total Assets: $59,829,967
- Total Annual Giving: $5,688,788
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $59,829,967 | $59,812,225 | $58,040,262 |
| Revenue | $6,235,711 | $7,720,106 | $6,517,747 |
| Expenses | $6,217,969 | $5,948,143 | $5,957,055 |
| Qualifying Distributions | $5,735,838 | $5,491,655 | $5,613,646 |
| Net Investment Income | $5,576,534 | $7,047,076 | $6,004,203 |
| Distributable Amount | $6,464,038 | $5,825,203 | $5,505,337 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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 2025
Grant Size Distribution
263 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest recipients include Yeshiva University ($2,500,000), American Friends of Bar-Ilan University ($710,000), Orthodox Union ($661,370).
| Recipient | Purpose | Amount |
|---|---|---|
| Yeshiva University New York, NY | Education | $2,500,000 |
| American Friends of Bar-Ilan University New York, NY | Education | $710,000 |
| Orthodox Union New York, NY | Religious | $661,370 |
| Ohr Torah Stone Institutions New York, NY | Education | $625,000 |
| The Frisch School Paramus, NJ | Education | $410,000 |
| American Committee for Shaare Zedek New York, NY | Medical Research | $250,000 |
| Friends of the IDF New York, NY | Education | $161,850 |
| Be'er Hagolah Institutes Brooklyn, NY | Education | $75,000 |
| Lamm Legacy Project Englewood, NJ | Religious Education | $50,000 |
| Etzion Foundation Teaneck, NJ | Religious Education | $30,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation was created by Mordecai Katz and Dr. Monique Katz. Mordecai Katz, who passed away in 2021, held law, engineering, and management degrees and was a former aerospace executive. Dr. Monique Katz is a former radiologist.
Compensation Overview
No officer or director reported compensation in the available filings.
From 2025 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Monique C Katz | PresidentTreasurer | 3 | — |
| Michael D Katz | VP Secretary | 30 | — |
| Rachel Sidlow | Director | 1 | — |
Recent News & Activity
Recent developments and announcements
The foundation maintains an active grantmaking program with 990 tax forms available for years 2018 through 2025, indicating ongoing philanthropic activity.
Frequently Asked Questions
What does M D Katz Foundation Inc fund?
The foundation supports Jewish education and Jewish-related causes, with a particular emphasis on Jewish institutions serving early childhood through higher education. All education funding occurs through a Jewish lens, focusing on Jewish-affiliated schools and institutions. Primary funding areas include: • Jewish K-12 education • Jewish higher education • Jewish early childhood education • School scholarships and fellowships • Jewish nonprofits and religious organizations
How do I apply for a grant from M D Katz Foundation Inc?
The foundation prefers a proactive approach to grantmaking rather than accepting unsolicited proposals. A notable characteristic of the foundation's strategy is its tendency to provide multi-year grants to the same grantees over extended periods. The foundation has supported institutions including Frisch Yeshiva High School in Paramus, New Jersey and SAR Academy Scholarship programs.
Where does M D Katz Foundation Inc make grants?
The foundation primarily funds organizations in New Jersey and the Tri-State Area, though many of the schools supported have personal connections to Katz family members.
What size grants does M D Katz Foundation Inc award?
In 2025, M D Katz Foundation Inc awarded 61 grants totaling $5.7M — an average of about $93K per grant, based on its IRS Form 990 filings.
How much is M D Katz Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, M D Katz Foundation Inc reported a distributable amount of $6.5M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is M D Katz Foundation Inc's EIN?
M D Katz Foundation Inc's EIN (Employer Identification Number) is 11-6035541. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in M D Katz Foundation Inc's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.