The Joseph Katz and Shirley Katz Charita is a private foundation focused on Philanthropy, Voluntarism & Grantmaking. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $666K in total assets. In 2024, it awarded 13 grants totaling $35K. Net investment income was $24K.
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.
About The Joseph Katz and Shirley Katz Charita
Based on IRS filings
The Joseph Katz and Shirley Katz Charita is a private foundation focused on Philanthropy, Voluntarism & Grantmaking. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $666K in total assets. In 2024, it awarded 13 grants totaling $35K. Net investment income was $24K.
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 | $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 |
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
61 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Camp Moshava ($6,000), Pef Israel Endowment Funds ($5,000), Schechter School ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| JUST ONE CHESED INC HARWOOD HEIGHTS, IL | DONATION | $3,000 |
| PEF ISRAEL ENDOWMENT FUNDS NEW YORK, NY | DONATION | $5,000 |
| YAD GAVRIEL | DONATION | $360 |
| CENTRAL FUND OF ISRAEL CEDARHURST, NY | DONATION | $1,500 |
| CONGREGATION MISHKAN TZIPORA | DONATION | $1,750 |
| CONGREGATION CHOFETZ CHAIM FLUSHING, NY | DONATION | $500 |
| BEIT DANIELLA | DONATION | $500 |
| TORAH LIVE INC LAKEWOOD, NJ | DONATION | $4,000 |
| SCHECHTER SCHOOL | DONATION | $5,000 |
| CHOCHMAT SHLOMO | DONATION | $4,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOSEPH KATZ | TRUSTEE | — | — |
| SHIRLEY KATZ | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Joseph Katz and Shirley Katz Charita?
The Joseph Katz and Shirley Katz Charita is a private foundation focused on Philanthropy, Voluntarism & Grantmaking. It holds $666K in total assets as of 2024.
How large is The Joseph Katz and Shirley Katz Charita?
As of 2024, The Joseph Katz and Shirley Katz Charita holds $666K in total assets with $26K in annual revenue. It awarded 13 grants totaling $35K in 2024.
Where does The Joseph Katz and Shirley Katz Charita operate?
The Joseph Katz and Shirley Katz Charita has awarded grants in Illinois, Massachusetts, Maryland, New Jersey, New York, Pennsylvania, Tennessee, Texas, Virginia.
What size grants does The Joseph Katz and Shirley Katz Charita award?
In 2024, The Joseph Katz and Shirley Katz Charita awarded 13 grants totaling $35K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is The Joseph Katz and Shirley Katz Charita required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Joseph Katz and Shirley Katz Charita reported a distributable amount of $39K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
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Browse active grant opportunities in The Joseph Katz and Shirley Katz Charita's focus areas in our free grants database
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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