Richard & Jane Katzman Foundation

Private foundation · Grantmaker Sagaponack NY, NY EIN: 27-4266074

The Richard & Jane Katzman Foundation was a private foundation based in Sagaponack, New York. Its 2024 filing is marked as a final return: the foundation stated that it had dissolved with the consent of its directors and distributed all remaining assets to qualified charities in the ordinary course of business. It therefore appears to have wound down and stopped grantmaking.

Key facts about Richard & Jane Katzman Foundation

In short: Richard & Jane Katzman Foundation gave $180K across 18 grants in 2024 (avg $10K), mostly in Rhode Island. 24% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.

EIN
27-4266074
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$179,655
Grants made (2024)
18
Average grant
$9,981
Median grant
$500
New grantees (estimate)
24% first-time grantees (4 of 17, 2024)
Primary geography
Rhode Island (92% of itemized 2024 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation stated that it made contributions only to preselected charitable organizations and does not accept unsolicited requests. Full details ↓

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$180K

+76.0% YoY

Grant Count

18

+260.0% YoY

Avg Grant Size

$10K

-51.1% YoY

Under IRS private-foundation payout rules, Richard & Jane Katzman Foundation reported a distributable amount of $3K for 2024 — the minimum it must pay out in qualifying distributions.

Is Richard & Jane Katzman Foundation open to new grantees?

24%

first-time grantees, 2024

In 2024, 4 of 17 grantees (24%) were first-time recipients. First grants averaged $2K; repeat grants $13K. How we count

Medians: $283 first-time, $500 repeat.

  • 12% of 2024 grantees were also funded in 2023. Method
  • Giving grew 90% from 2021 to 2024. Method
  • In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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 went to organizations with varied missions. For example, Mothers Against Drunk Driving describes its work as seeking to end the dangers of drunk and drugged driving, while The Nature Conservancy describes its mission as conserving the lands and waters on which all life depends. Hearts of the Father Outreach says it operates homes for children who are orphaned or abused.

Grantmaking

How to Apply

.

Your AI grants department

Ready to take the next step with Richard & Jane Katzman Foundation?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

In 2024, 92% of grant dollars went to recipients in Rhode Island and 6% to recipients in New York. Smaller shares went to recipients in Georgia, Massachusetts, and Texas. The largest Rhode Island grants were to Brown University in Providence; the largest listed New York grant was to The Watermill Center in Water Mill.

Grant Distribution by State

11states

Share of 2024 grant dollars across all 18 itemized grants.

Cities

New YorkProvidenceElmsfordArlingtonAtlantaAtlantic BeachJacksonvilleSheffieldWashingtonAlexandriaIrvingPoughkeepsieBridgehamptonBronxHackensackHinghamHudsonMinneapolisMontgomeryNeedham

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K22 grants2020 21 grants2021 17 grants2022 5 grants2023 18 grants2024

From 2020 to 2024, annual grant giving ranged from $94K (2021) to $180K (2024). In 2024 it made 18 grants totaling $180K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Brown University: $166K across 2 grantsBrown University$166K · 2 grantsThe Watermill Center: $7KThe Watermill Center$7KCare USA: $1KCare USA$1KGod's Love We Deliver: $1KGod's Love We Deliver$1KCitymeals on Wheels: $1KCitymeals on Wheels$1KMothers Against Drunk Driving: $525Mothers Against Drunk Driving$525The Nature Conservancy: $508The Nature Conservancy$508Brady Center: $500Brady Center$500Hearts of the Father Outreach: $500Hearts of the Father Outreach$500Wfuv: $360Wfuv$360

The largest 2024 recipient was Brown University ($166K across 2 grants). Together the top 10 received $178K.

Grant Size Distribution

83 grants across all recorded years

77<$50K3$50–100K3$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 77 grants of 83 (93%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Brown University Providence, RIGeneral Support$100,775
Brown University Providence, RIGeneral Support$65,067
The Watermill Center Water Mill, NYGeneral Support$6,750
Care USA Atlanta, GAGeneral Support$1,035
God's Love We Deliver New York, NYGeneral Support$1,018
Citymeals on Wheels New York, NYGeneral Support$1,012
Mothers Against Drunk Driving Irving, TXGeneral Support$525
The Nature Conservancy Arlington, VAGeneral Support$508
Brady Center Washington, DCGeneral Support$500
Hearts of the Father Outreach Sheffield, MAGeneral Support$500

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2024 Not provided $112,815 $188,815 $179,655
2023 $57,309 $24,036 $105,737 $102,082
2022 $139,010 $31,876 $114,721 $107,279
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2020 2021 2022 2023 2024
Metric202420232022
Total Assets—$57,309$139,010
Revenue$112,815$24,036$31,876
Expenses$188,815$105,737$114,721
Qualifying Distributions$188,815$105,536$111,754
Net Investment Income$112,815$33,091$31,058
Distributable Amount$2,773$9,766$15,389

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing listed Julie Katzman as director and president, and Richard Katzman as director, vice president, secretary, and treasurer.

Richard & Jane Katzman Foundation is led by Julie Katzman, Director & President on every filing since 2022; none of the 2 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Julie Katzman

    Director & President

    On filings since 2022

    1 hr/week

    No compensation reported

  • Richard Katzman

    Director, Vice President, Secretary & Treasurer

    Director, V.p. & Secretary → Director, Vice President, Secretary & Treasurer, 2021

    On filings since 2020

    1 hr/week

    No compensation reported

Former officers (1)
  • Former: Jane Dray Katzman (2020–2021) — Director & President

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Mailing address: 85 Old Farm Rd, Sagaponack Ny, NY 10013
Phone: (212) 496-1069

Frequently asked questions about Richard & Jane Katzman Foundation

How much does Richard & Jane Katzman Foundation give each year?

Richard & Jane Katzman Foundation gave $180K across 18 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $102K across 5 grants.

What is Richard & Jane Katzman Foundation's typical grant size?

Richard & Jane Katzman Foundation's median grant in 2024 was $500, and its average grant was $9,981, across 18 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Richard & Jane Katzman Foundation that year got $2K on average.

Where does Richard & Jane Katzman Foundation give grants?

Richard & Jane Katzman Foundation gives mostly in Rhode Island: 92% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was New York (6%). The most frequent recipient cities were New York, NY (4 grants) and Providence, RI (2 grants).

Does Richard & Jane Katzman Foundation give general operating support?

Yes: 100% of Richard & Jane Katzman Foundation's 2024 grants with a stated purpose (18 of 18) were for general or operating support, per its 2024 IRS Form 990-PF.

Who are Richard & Jane Katzman Foundation's largest grantees?

Richard & Jane Katzman Foundation's largest 2024 grantees include Brown University ($165,842 across 2 grants), The Watermill Center ($6,750) and Care USA ($1,035), according to its 2024 IRS Form 990-PF. Together they received 97% of its itemized 2024 grant dollars.

What does Richard & Jane Katzman Foundation fund?

No mission statement for the foundation is provided. Its 2024 grants went to organizations with varied missions. See mission & focus areas ↑

How do I apply for a grant from Richard & Jane Katzman Foundation?

The foundation stated that it made contributions only to preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

How much is Richard & Jane Katzman Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Richard & Jane Katzman Foundation reported a distributable amount of $3K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Richard & Jane Katzman Foundation's EIN?

Richard & Jane Katzman Foundation's EIN (Employer Identification Number) is 27-4266074. IRS Form 990 filing data is available on this page for 2020–2024.

Does Richard & Jane Katzman Foundation accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

Your AI grants department

Here's the math on researching Richard & Jane Katzman Foundation by hand.

Explore Open Grants

Browse active grant opportunities in Richard & Jane Katzman Foundation's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

Aetna Foundation Inc

Hartford, CT

Aetna Foundation supported health and wellness, access to health care, and related community needs; its 2021 grants ranged from $5,000 to $1 million, with a median of $40,000, and went to organizations across multiple states, especially in D.C. and Connecticut. Its 2021 filing was marked final, so it appears to have ended or be winding down grantmaking; that filing said there were no restrictions on who could apply and pointed applicants to its website for application materials.

Assets

—

Grants

65

Total Given

$7.2M

The Lawrence Katzman Charitable

Sagaponack, NY

The foundation supports a broad range of charitable work, including refugee and humanitarian services, homelessness, food assistance, veterans’ programs, education, and the arts. Its 2024 grants ranged from $150 to $55,000, with a median of $5,000; half of grant dollars went to New York recipients, and it also funded organizations in Washington, DC, Florida, Rhode Island, and New Jersey. It gives only to preselected charities and does not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$12.1M

Grants

71

Total Given

$640K

Bristol-Myers Squibb Foundation Inc

Princeton, NJ

The Bristol-Myers Squibb Foundation supports health-access initiatives for disproportionately affected populations, including cancer, blood disorders, brain health, and clinical-trial participation, in the United States and internationally. In 2024, its median grant was $134,090, though awards varied widely; it says application materials are available upon request and advises organizations to contact it about the process, but does not state whether unsolicited requests are accepted.

Assets

$83.3M

Grants

144

Total Given

$67.7M

The Rockefeller Foundation

New York, NY

The Rockefeller Foundation funds large-scale efforts to improve human well-being, including work in energy, food, health, finance, and economic opportunity, in the United States and internationally. Its 2024 grants ranged from $400 to $75 million, with a median of about $171,000. It does not accept unsolicited requests.

Assets

$6.4B

Grants

381

Total Given

$233.2M

The Tapestry Foundation Inc

New York, NY

Philanthropy, Voluntarism & Grantmaking

Assets

$46.5M

Grants

534

Total Given

$2.0M

Mutual of America Foundation

New York, NY

Philanthropy, Voluntarism & Grantmaking

Assets

$136K

Grants

539

Total Given

$839K

The Yelp Foundation

San Francisco, CA

Philanthropy, Voluntarism & Grantmaking

Assets

$6.2M

Grants

644

Total Given

$886K

The New York Community Trust

New York, NY

The New York Community Trust funds projects in areas including arts, education, health, human services, community development, and the environment, primarily in New York City, Long Island, and Westchester, with some opportunities elsewhere. Its 2024 median grant was $20,000, though awards varied widely. It accepts applications through its open competitive grants program and selected RFPs or letters of interest; donor-advised funds do not accept proposals.

Assets

$3.5B

Grants

2,748

Total Given

$193.8M

Boston Foundation Inc

Boston, MA

The Boston Foundation funds equity-focused work in child well-being, economic opportunity, community wealth, and community leadership, primarily in Greater Boston. Its 2025 grants had a median of $25,000, while specific programs offer awards from up to $15,000 to $50,000; it accepts applications through some competitive initiatives, but whether it accepts unsolicited requests generally is not stated.

Assets

$2.1B

Grants

2,375

Total Given

$228.4M

The Chicago Community Trust

Chicago, IL

The Chicago Community Trust funds nonprofits addressing economic mobility, wealth gaps, and urgent community needs, with priorities including homeownership, small businesses, education, quality jobs, and investment in underinvested communities. Its 2025 itemized grants had a median of $26,500, though awards vary widely; grants generally benefit Chicago-region residents, and the Trust directs applicants to open opportunities but does not state whether it accepts unsolicited requests.

Assets

$7.1B

Grants

4,316

Total Given

$1.2B

The Robert Wood Johnson Foundation

Princeton, NJ

The Robert Wood Johnson Foundation funds work to improve health and health equity in the United States, including health policy, community health, prevention, and social justice. In 2024, its grants ranged from $125 to $12.15 million, with a median of $40,000, and went to recipients across multiple states. The profile does not state whether it accepts unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$13.4B

Grants

3,093

Total Given

$622.6M

More Funders in New York

Richard & Jane Katzman Foundation down — hundreds of funders to go?

Want AI to do this for you?