The Elton & Joan Katz Foundation
The Elton & Joan Katz Foundation is a private foundation, based in PEPPER PIKE, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 2 grants totaling $100K. Net investment income was $94K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.1M
-0.2% YoY
Annual Giving
$100K
+0.0% YoY
Grant Count
2
+100.0% YoY
Avg Grant Size
$50K
-50.0% YoY
Under IRS private-foundation payout rules, The Elton & Joan Katz Foundation reported a distributable amount of $80K for 2024 — the minimum it must pay out in qualifying distributions.
About The Elton & Joan Katz Foundation
Based on IRS filings
The Elton & Joan Katz Foundation is a private foundation, based in PEPPER PIKE, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 2 grants totaling $100K. Net investment income was $94K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,134,656 | $1,136,828 | $1,131,197 |
| Revenue | $99,802 | $108,340 | $151,803 |
| Expenses | $100,775 | $100,775 | $100,800 |
| Qualifying Distributions | $100,775 | $100,775 | $100,800 |
| Net Investment Income | $94,362 | $82,787 | $117,573 |
| Distributable Amount | $79,741 | $70,716 | $74,815 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
11 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Jewish Federation of Cleveland ($75,000), Jewish Education Ctr of Cleveland ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| JEWISH FEDERATION OF CLEVELAND BEACHWOOD, OH | CIVIC WELFARE | $75,000 |
| JEWISH EDUCATION CTR OF CLEVELAND CLEVELAND HTS, OH | CIVIC WELFARE | $25,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DAVID KATZ | PRES/TRUSTEE | — | — |
| MITCHELL KATZ | V.P./SEC'Y/T | — | — |
| ANDREA SALTZMAN | TRUSTEE | — | — |
Frequently Asked Questions
How large is The Elton & Joan Katz Foundation?
As of 2024, The Elton & Joan Katz Foundation holds $1.1M in total assets with $100K in annual revenue. It awarded 2 grants totaling $100K in 2024.
Where does The Elton & Joan Katz Foundation operate?
The Elton & Joan Katz Foundation has awarded grants in Ohio.
What size grants does The Elton & Joan Katz Foundation award?
In 2024, The Elton & Joan Katz Foundation awarded 2 grants totaling $100K — an average of about $50K per grant, based on its IRS Form 990 filings.
How much is The Elton & Joan Katz Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Elton & Joan Katz Foundation reported a distributable amount of $80K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.