The Elton & Joan Katz Foundation
The Elton & Joan Katz Foundation is a private foundation, based in Moreland Hills, OH. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.7M in total assets. In 2025, it awarded 2 grants totaling $100K. Net investment income was $134K.
The Elton & Joan Katz Foundation at a glance
In short: The Elton & Joan Katz Foundation gave $100K across 2 grants in 2025 (avg $50K), mostly in Ohio. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $100,000
- +0.0% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $50,000
- +0.0% vs 2024
- Median grant
- $50,000
- Total assets
- $1,709,607
- +50.7% vs 2024
- Primary geography
- Ohio (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Elton & Joan Katz Foundation funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Jewish Federation of Cleveland ($75K). Together the top 2 received $100K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 6 grants of 10 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How The Elton & Joan Katz Foundation gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 120% of 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
From 2020 to 2025, annual grant giving ranged from $100K (2020) to $100K (2025). In 2025 it made 2 grants totaling $100K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Jewish Federation of Cleveland Beachwood, OH | Civic Welfare | $75,000 |
| Maltz Museum Jewish Heritage Beachwood, OH | Civic Welfare | $25,000 |
Ready to take the next step with The Elton & Joan Katz Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,709,607 | $708,362 | $105,666 | $100,000 | 2 | $105,666 | $134,071 | $87,692 |
| 2024 | $1,134,656 | $99,802 | $100,775 | $100,000 | 2 | $100,775 | $94,362 | $79,741 |
| 2023 | $1,136,828 | $108,340 | $100,775 | $100,000 | 1 | $100,775 | $82,787 | $70,716 |
| 2022 | $1,131,197 | $151,803 | $100,800 | $100,000 | 1 | $100,800 | $117,573 | $74,815 |
| 2021 | $1,081,160 | $119,479 | $100,430 | $100,000 | 4 | — | $60,128 | $81,120 |
| 2020 | $1,062,311 | $121,664 | $100,200 | $100,000 | 3 | — | $67,713 | $66,486 |
Under IRS private-foundation payout rules, The Elton & Joan Katz Foundation reported a distributable amount of $88K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Elton & Joan Katz Foundation is led by David Katz, President & Trustee on every filing since 2020; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
David Katz
President & Trustee
On filings since 2020
No compensation reported
Andrea Saltzman
Trustee
On filings since 2020
No compensation reported
Mitchell Katz
V.p., Sec'y & T
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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 Elton & Joan Katz Foundation
How much does The Elton & Joan Katz Foundation give each year?
The Elton & Joan Katz Foundation gave $100K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $100K across 2 grants.
How large is The Elton & Joan Katz Foundation?
The Elton & Joan Katz Foundation reported $1.7M in total assets on its 2025 IRS Form 990-PF. It paid out $106K in qualifying distributions that year, against a required minimum of $88K (roughly 5% of its investment assets).
Where does The Elton & Joan Katz Foundation operate?
The Elton & Joan Katz Foundation has awarded grants in Ohio.
What is The Elton & Joan Katz Foundation's EIN?
The Elton & Joan Katz Foundation's EIN (Employer Identification Number) is 34-1695399. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS December 28, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS January 19, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS December 26, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 16, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 6, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS January 29, 2026)
- IRS filings on file for fiscal years 2020–2025
Explore Open Grants
Browse active grant opportunities in The Elton & Joan Katz Foundation's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Ohio
The Anna Greenfield Charitable Fnd
Pepper Pike, OH
The Anna Greenfield Charitable Foundation’s 2024 grants supported Ohio organizations working in areas such as child and family welfare, hunger relief, arts, literacy, and community programs. Grants ranged from $100 to $52,150, with a median of $10,000, but the foundation reported that it had dissolved and would not be funded in the future. It accepted requests only from preselected organizations and did not accept unsolicited requests.
Assets
—
Grants
21
Total Given
$327K
Ucat Foundation Inc
Overland Park, KS
UCAT Foundation supports organizations working in areas including reproductive health, arts and culture, environmental conservation, food access, and public services. Its 2025 grants ranged from $1,000 to $45,000, with a median of $5,000, and primarily went to organizations in New York, followed by Maryland, Washington, DC, Illinois, and North Carolina. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$1.7M
Grants
25
Total Given
$245K
James and Susan Ratner Family Foundation
Shaker Heights, OH
The foundation supports scholarships, arts and cultural organizations, Jewish community groups, humanitarian relief, and community initiatives, with most of its giving in Ohio. Grants ranged from $500 to $250,000 in 2025, with a median of $5,000. It gives only to preselected organizations and does not accept unsolicited funding requests.
Assets
$2.1M
Grants
70
Total Given
$1.0M
Ronald and Deborah Ratner Family
Shaker Heights, OH
The Ronald and Deborah Ratner Family funds children’s relief, education, arts, environmental stewardship, immigration law, and related charitable work, with 2025 grants ranging from $5,000 to $150,000 and a median of $5,000. It is based in Shaker Heights, Ohio, and its grants went to organizations in several states, particularly Connecticut and Massachusetts. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$62K
Grants
9
Total Given
$267K
Mt Sinai Health Care Foundation
Cleveland, OH
The Mt Sinai Health Care Foundation funds health and well-being in Greater Cleveland, including Jewish community health, equitable health outcomes, academic medicine and bioscience, and health policy. Its 2025 grants ranged from $6,000 to $1 million, with a median of $40,000. It asks prospective applicants to contact a program officer before applying; it does not state whether unsolicited requests are accepted.
Assets
$189.6M
Grants
69
Total Given
$7.4M
Marbeach Foundation
Solon, OH
Assets
$521K
Grants
43
Total Given
$30K
More similar funders
More Funders in Ohio
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from The Elton & Joan Katz Foundation'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.
The Elton & Joan Katz Foundation down — hundreds of funders to go?