Richard & Jane Katzman Foundation
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.
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
.
Ready to take the next step with Richard & Jane Katzman Foundation?
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
Share of 2024 grant dollars across all 18 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
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
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
The most common grant size was under $50K: 77 grants of 83 (93%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Brown University Providence, RI | General Support | $100,775 |
| Brown University Providence, RI | General Support | $65,067 |
| The Watermill Center Water Mill, NY | General Support | $6,750 |
| Care USA Atlanta, GA | General Support | $1,035 |
| God's Love We Deliver New York, NY | General Support | $1,018 |
| Citymeals on Wheels New York, NY | General Support | $1,012 |
| Mothers Against Drunk Driving Irving, TX | General Support | $525 |
| The Nature Conservancy Arlington, VA | General Support | $508 |
| Brady Center Washington, DC | General Support | $500 |
| Hearts of the Father Outreach Sheffield, MA | General 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 |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
- 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.
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.
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
Assets
$46.5M
Grants
534
Total Given
$2.0M
Mutual of America Foundation
New York, NY
Assets
$136K
Grants
539
Total Given
$839K
The Yelp Foundation
San Francisco, CA
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.
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?