The Charles and Roberta Katz is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PALO ALTO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.9M in total assets. In 2024, it awarded 10 grants totaling $267K. Net investment income was $386K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.9M
+2.4% YoY
Annual Giving
$267K
-4.0% YoY
Grant Count
10
-9.1% YoY
Avg Grant Size
$27K
+5.6% YoY
Under IRS private-foundation payout rules, The Charles and Roberta Katz reported a distributable amount of $299K for 2024 — the minimum it must pay out in qualifying distributions.
About The Charles and Roberta Katz
Based on IRS filings
The Charles and Roberta Katz is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PALO ALTO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.9M in total assets. In 2024, it awarded 10 grants totaling $267K. Net investment income was $386K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,925,827 | $4,810,609 | $4,839,794 |
| Revenue | $412,437 | $296,394 | $518,673 |
| Expenses | $300,320 | $308,641 | $307,552 |
| Qualifying Distributions | $267,000 | $278,000 | $279,500 |
| Net Investment Income | $385,975 | $274,817 | $425,199 |
| Distributable Amount | $299,239 | $266,258 | $255,270 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
49 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Earth Justice ($85,000), Exploratorium ($75,000), National Park Conservation Association (npca) ($34,000).
| Recipient | Purpose | Amount |
|---|---|---|
| DESCHUTES RIVER ALLIANCE PORTLAND, OR | GENERAL FUNDING | $1,000 |
| EARTH JUSTICE SAN FRANCISCO, CA | GENERAL FUNDING | $85,000 |
| EAST PALO ALTO ACADEMY FOUNDATION PALO ALTO, CA | GENERAL FUNDING | $10,000 |
| EXPLORATORIUM SAN FRANCISCO, CA | GENERAL FUNDING | $75,000 |
| LIFEMOVES MENLO PARK, CA | GENERAL FUNDING | $20,000 |
| NATIONAL PARK CONSERVATION ASSOCIATION (NPCA) WASHINGTON, DC | GENERAL FUNDING | $34,000 |
| SECOND HARVEST CHICAGO, IL | GENERAL FUNDING | $15,000 |
| STANFORD UNIVERSITY STANFORD, CA | GENERAL FUNDING | $12,000 |
| TIDELINES INSTITUTE GUSTAVUS, AK | GENERAL FUNDING | $10,000 |
| WORLD WILDLIFE FUND WASHINGTON, DC | GENERAL FUNDING | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CHARLES J KATZ JR | PRESIDENT | — | — |
| ROBERTA B KATZ | FIRST VICE PRESIDENT | — | — |
| SARAH B KATZ | VICE PRESIDENT | — | — |
| SYDNEY M KATZ | VICE PRESIDENT | — | — |
| ROBERTA B KATZ | SECRETARY/TREASURER | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Charles and Roberta Katz?
The Charles and Roberta Katz is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PALO ALTO, CA. It holds $4.9M in total assets as of 2024.
How large is The Charles and Roberta Katz?
As of 2024, The Charles and Roberta Katz holds $4.9M in total assets with $412K in annual revenue. It awarded 10 grants totaling $267K in 2024.
Where does The Charles and Roberta Katz operate?
The Charles and Roberta Katz has awarded grants in Alaska, California, District of Columbia, Illinois, North Carolina, Oregon.
What size grants does The Charles and Roberta Katz award?
In 2024, The Charles and Roberta Katz awarded 10 grants totaling $267K — an average of about $27K per grant, based on its IRS Form 990 filings.
How much is The Charles and Roberta Katz required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Charles and Roberta Katz reported a distributable amount of $299K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Charles and Roberta Katz's EIN?
The Charles and Roberta Katz's EIN (Employer Identification Number) is 91-2001806. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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