The Joseph Katz and Shirley Katz Charita
The Joseph Katz and Shirley Katz Charita is a private foundation that reported 13 grants totaling $35,110 in filing year 2024. Its filing lists no location. Its grants went to charitable organizations, including organizations in Pennsylvania, New York, New Jersey, and Illinois.
Key facts about The Joseph Katz and Shirley Katz Charita
In short: The Joseph Katz and Shirley Katz Charita gave $35K across 13 grants in 2024 (avg $3K), top state New York. 62% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- EIN
- 11-3242441
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $35,110
- Grants made (2024)
- 13
- Average grant
- $2,701
- Median grant
- $2,500
- New grantees (estimate)
- 62% first-time grantees (8 of 13, 2024; small sample)
- Total assets
- $666,041
- Primary geography
- New York (20% of itemized 2024 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation stated on its 2023 filing that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$666K
+12.0% YoY
Annual Giving
$35K
+159.2% YoY
Grant Count
13
+225.0% YoY
Avg Grant Size
$3K
-20.3% YoY
Under IRS private-foundation payout rules, The Joseph Katz and Shirley Katz Charita reported a distributable amount of $39K for 2024 — the minimum it must pay out in qualifying distributions.
Is The Joseph Katz and Shirley Katz Charita open to new grantees?
62%
first-time grantees, 2024
In 2024, 8 of 13 grantees (62%) were first-time recipients. With only 13 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $2K; repeat grants $3K. How we count
Medians: $2K first-time, $3K repeat.
- 23% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−10%). Method
- In 2024 it paid out 92% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants show support for a range of charitable organizations. Among them, PEF Israel Endowment Funds describes its work as providing relief and supporting health, educational, and religious institutions in Israel. Torah Live says it educates Jews about the relevance of Torah to modern Jewish society, while Just One Chesed says it raises funds for the poor and promotes charitable giving and kindness. Central Fund of Israel describes its purpose as enabling donations to reach charities in Israel.
Grantmaking
In filing year 2024, the foundation reported 13 grants totaling $35,110. Grant amounts ranged from $360 to $6,000, with a median of $2,500.
The largest reported grants included $6,000 to Camp Moshava; $5,000 each to PEF Israel Endowment Funds and Schechter School; $4,000 each to Torah Live and Chochmat Shlomo; and $3,000 to Just One Chesed. Other listed grants included $2,500 to Yeshivat Sha'alvim and $1,500 to Central Fund of Israel.
How to Apply
The foundation stated on its 2023 filing that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
Ready to take the next step with The Joseph Katz and Shirley Katz Charita?
Geographic Focus
Where this funder awards grants
The 2024 filing’s reported share of grant dollars by recipient state lists 36% as “?”, 20% for New York, 19% for New Jersey, 17% for Pennsylvania, and 9% for Illinois. The state associated with the 36% share is not identified.
Grant Distribution by State
Share of 2024 grant dollars across all 13 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2024, annual grant giving ranged from $14K (2023) to $80K (2022). In 2024 it made 13 grants totaling $35K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Camp Moshava ($6K). Together the top 10 received $34K.
Grant Size Distribution
61 grants across all recorded years
The most common grant size was under $50K: 60 grants of 61 (98%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Camp Moshava Honesdale, PA | Donation | $6,000 |
| PEF Israel Endowment Funds New York, NY | Donation | $5,000 |
| Schechter School | Donation | $5,000 |
| Torah Live Inc Lakewood, NJ | Donation | $4,000 |
| Chochmat Shlomo | Donation | $4,000 |
| Just One Chesed Inc Harwood Heights, IL | Donation | $3,000 |
| Yeshivat Sha'alvim Teaneck, NJ | Donation | $2,500 |
| Congregation Mishkan Tzipora | Donation | $1,750 |
| Central Fund of Israel Cedarhurst, NY | Donation | $1,500 |
| Hatzalah Beit Shemesh | Donation | $1,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants | Grant count |
|---|---|---|---|---|---|
| 2024 | $666,041 | $26,403 | $42,836 | $35,110 | 13 |
| 2023 | $594,596 | $32,144 | $14,583 | $13,548 | 4 |
| 2022 | $483,444 | $76,945 | $80,814 | $80,020 | 18 |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $666,041 | $594,596 | $483,444 |
| Revenue | $26,403 | $32,144 | $76,945 |
| Expenses | $42,836 | $14,583 | $80,814 |
| Qualifying Distributions | $36,139 | $13,548 | $80,814 |
| Net Investment Income | $24,498 | $32,144 | $76,151 |
| Distributable Amount | $39,458 | $32,445 | $36,379 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Joseph Katz and Shirley Katz as trustees.
The Joseph Katz and Shirley Katz Charita's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Joseph Katz
Trustee
On filings since 2021
No compensation reported
Shirley Katz
Trustee
On filings since 2021
No compensation reported
Data from IRS Form 990 filings, 2021–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Phone: (516) 662-6388
Frequently asked questions about The Joseph Katz and Shirley Katz Charita
How much does The Joseph Katz and Shirley Katz Charita give each year?
The Joseph Katz and Shirley Katz Charita gave $35K across 13 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $14K across 4 grants.
What is The Joseph Katz and Shirley Katz Charita's typical grant size?
The Joseph Katz and Shirley Katz Charita's median grant in 2024 was $2,500, and its average grant was $2,701, across 13 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from The Joseph Katz and Shirley Katz Charita that year got $2K on average.
Where does The Joseph Katz and Shirley Katz Charita give grants?
The Joseph Katz and Shirley Katz Charita's top state is New York, with 20% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were New Jersey (19%) and Pennsylvania (17%).
Does The Joseph Katz and Shirley Katz Charita give general operating support?
Not in 2024: none of the 13 grants with a stated purpose on The Joseph Katz and Shirley Katz Charita's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Donation" (13 grants).
Who are The Joseph Katz and Shirley Katz Charita's largest grantees?
The Joseph Katz and Shirley Katz Charita's largest 2024 grantees include Camp Moshava ($6,000), PEF Israel Endowment Funds ($5,000) and Schechter School ($5,000), according to its 2024 IRS Form 990-PF. Together they received 46% of its itemized 2024 grant dollars.
How large is The Joseph Katz and Shirley Katz Charita?
The Joseph Katz and Shirley Katz Charita reported $666K in total assets on its 2024 IRS Form 990-PF. It paid out $36K in qualifying distributions that year, against a required minimum of $39K (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.
What does The Joseph Katz and Shirley Katz Charita fund?
No mission statement for the foundation is provided. Its 2024 grants show support for a range of charitable organizations. Among them, PEF Israel Endowment Funds describes its work as providing relief and supporting health, educational, and religious institutions in Israel. See mission & focus areas ↑
How do I apply for a grant from The Joseph Katz and Shirley Katz Charita?
The foundation stated on its 2023 filing that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Joseph Katz and Shirley Katz Charita's EIN?
The Joseph Katz and Shirley Katz Charita's EIN (Employer Identification Number) is 11-3242441. IRS Form 990 filing data is available on this page for 2021–2024.
Does The Joseph Katz and Shirley Katz Charita accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from The Joseph Katz and Shirley Katz Charita'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.
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