Richard Katzman Family

WATERBURY, VT EIN: 27-4002332

Richard Katzman Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WATERBURY, VT. IRS filing data is available from 2020 through 2021. In 2021, it awarded 1 grants totaling $2.5M. Net investment income was $7K.

Financial Overview

From 2021 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$2.5M

Grant Count

1

Avg Grant Size

$2.5M

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

About Richard Katzman Family

Based on IRS filings

Richard Katzman Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WATERBURY, VT. IRS filing data is available from 2020 through 2021. In 2021, it awarded 1 grants totaling $2.5M. Net investment income was $7K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Waterbury

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$697K$1M$2M$3M20202021
Metric20212020
Total Assets
Revenue$2,534,957
Expenses$2,534,957
Qualifying Distributions$2,534,957
Net Investment Income$7,314
Distributable Amount$124,833

Giving Over Time

Total grant dollars and number of grants per year

$0$634K$1M$2M$3M0 grants20201 grants2021

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2021

RICHARD KATZMAN FAMILY D…$2.5M

Grant Size Distribution

1 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

Among its reported 2021 grants, the largest include Richard Katzman Family Donor Advised Fund ($2,534,957).

RecipientPurposeAmount
RICHARD KATZMAN FAMILY DONOR ADVISED FUND WATERBURY, VTDONATION TO RICHARD KATZMAN FAMILY DONOR ADVISED FUND$2,534,957

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2021 IRS filing

From 2021 filing

NameTitleHoursCompensation
RICHARD KATZMANDIRECTOR

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Richard Katzman Family?

Richard Katzman Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WATERBURY, VT. It holds — in total assets as of 2021.

Where does Richard Katzman Family operate?

Richard Katzman Family has awarded grants in Vermont.

What size grants does Richard Katzman Family award?

In 2021, Richard Katzman Family awarded 1 grants totaling $2.5M — an average of about $2.5M per grant, based on its IRS Form 990 filings.

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

Private foundations must generally distribute about 5% of their assets annually. For 2021, Richard Katzman Family 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's EIN?

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

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

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