The Barry Katz and Sandra James Charitable Foundation Inc
The Barry Katz and Sandra James Charitable Foundation Inc is a private foundation, based in Wilmington, DE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it made $10K in qualifying distributions. Net investment income was $80K.
Key facts about The Barry Katz and Sandra James Charitable Foundation Inc
- EIN
- 47-2458910
- Latest 990 filing
- Form 990-PF, 2024
- Total assets
- $1,002,836
Data from IRS Form 990-PF, 2024; updated October 2026.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.0M
+6.3% YoY
Revenue
$74K
+25.1% YoY
Qualifying Distributions
$10K
+9.3% YoY
Expenses
$15K
+19.6% YoY
Under IRS private-foundation payout rules, The Barry Katz and Sandra James Charitable Foundation Inc reported a distributable amount of $70K for 2024 — the minimum it must pay out in qualifying distributions.
How The Barry Katz and Sandra James Charitable Foundation Inc gives
- In 2024 it paid out 14% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
In 2020 it made 1 grant totaling $50K.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
1 grant across all recorded years
The most common grant size was in the $50–100K range: 1 grant of 1 (100%).
Giving History
Grant recipients and amounts by year
No grants recorded for 2024.
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,002,836 | $943,432 | $896,510 |
| Revenue | $74,371 | $59,441 | $60,495 |
| Expenses | $14,967 | $12,519 | $9,530 |
| Qualifying Distributions | $9,805 | $8,972 | $8,409 |
| Net Investment Income | $79,510 | $46,861 | $51,438 |
| Distributable Amount | $69,738 | $56,004 | $52,848 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS July 29, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS September 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS September 13, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 17, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS September 4, 2025)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
The Barry Katz and Sandra James Charitable Foundation Inc is led by Barry Katz, Director & President on every filing since 2020; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Barry Katz
Director & President
On filings since 2020
1 hr/week
No compensation reported
Benjamin Katz
Director, Secretary & Treasurer
On filings since 2020
1 hr/week
No compensation reported
Sandra James
Director & Vice President
On filings since 2020
1 hr/week
No compensation reported
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.
Frequently asked questions about The Barry Katz and Sandra James Charitable Foundation Inc
How large is The Barry Katz and Sandra James Charitable Foundation Inc?
The Barry Katz and Sandra James Charitable Foundation Inc reported $1.0M in total assets on its 2024 IRS Form 990-PF. It paid out $10K in qualifying distributions that year, against a required minimum of $70K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does The Barry Katz and Sandra James Charitable Foundation Inc operate?
The Barry Katz and Sandra James Charitable Foundation Inc has awarded grants in Florida.
What is The Barry Katz and Sandra James Charitable Foundation Inc's EIN?
The Barry Katz and Sandra James Charitable Foundation Inc's EIN (Employer Identification Number) is 47-2458910. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
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