Richard Katzman Family Charitable Fund

Private foundation · Grantmaker Waterbury, VT EIN: 27-4002332

Richard Katzman Family Charitable Fund is a private foundation, based in Waterbury, VT. IRS filing data is available from 2020 through 2021. In 2021, it awarded 1 grant totaling $2.5M. Net investment income was $7K.

Richard Katzman Family Charitable Fund at a glance

In short: Richard Katzman Family Charitable Fund gave $2.5M across 1 grant in 2021 (avg $2.5M), mostly in Vermont. Source: 2021 IRS Form 990-PF.

Annual giving (2021)
$2,534,957
Grants made (2021)
1
Average grant
$2,534,957
Median grant
$2,534,957
Primary geography
Vermont (100% of itemized 2021 grant dollars)
Latest 990 filing
Form 990-PF, 2021 View filing

Data from IRS Form 990-PF, 2021; updated September 2026.

Who Richard Katzman Family Charitable Fund funds

How this funder distributes its grants

Top Recipients

Top recipient in 2021

Richard Katzman Family Donor Advised Fund: $2.5MRichard Katzman Family DonorAdvised Fund$2.5M

The largest 2021 recipient was Richard Katzman Family Donor Advised Fund ($2.5M).

Grant Size Distribution

1 grant across all recorded years

<$50K$50–100K$100–250K$250–500K$500K–1M1$1–5M$5M+

The most common grant size was in the $1–5M range: 1 grant of 1 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2021 grant dollars on its one itemized grant.

States

Cities

Waterbury

How Richard Katzman Family Charitable Fund gives

  • In 2021 it paid out well above 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

$0$1M$2M$3M0 grants2020 1 grant2021

In 2021 it made 1 grant totaling $2.5M.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Richard Katzman Family Donor Advised Fund Waterbury, VTDonation to Richard Katzman Family Donor Advised Fund$2,534,957
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2021$2,534,957$2,534,957$2,534,9571$2,534,957$7,314$124,833

Under IRS private-foundation payout rules, Richard Katzman Family Charitable Fund reported a distributable amount of $125K for 2021 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Richard Katzman Family Charitable Fund is led by Richard Katzman, Director on every filing since 2020 — the only officer listed, and uncompensated.

Officers on the 2021 filing

  • Richard Katzman

    Director

    On filings since 2020

    No compensation reported

Former officers (1)
  • Former: Jeanette Katzman (2020) — Director

Data from IRS Form 990 filings, 2020–2021. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Richard Katzman Family Charitable Fund

How much does Richard Katzman Family Charitable Fund give each year?

Richard Katzman Family Charitable Fund gave $2.5M across 1 grant in 2021, according to its 2021 IRS Form 990-PF.

Where does Richard Katzman Family Charitable Fund operate?

Richard Katzman Family Charitable Fund has awarded grants in Vermont.

How much is Richard Katzman Family Charitable Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2021, Richard Katzman Family Charitable Fund reported a distributable amount of $125K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Richard Katzman Family Charitable Fund's EIN?

Richard Katzman Family Charitable Fund's EIN (Employer Identification Number) is 27-4002332. IRS Form 990 filing data is available on this page for 2020–2021.

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

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2021

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Richard Katzman Family Charitable Fund's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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