The Paul & Lois Katzman Foundation

SCOTTSDALE, AZ EIN: 38-3124580

The Paul & Lois Katzman Foundation is a private foundation, based in SCOTTSDALE, AZ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $514K in total assets. Net investment income was $41K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$514K

+8.8% YoY

Revenue

$46K

-86.2% YoY

Net Investment Income

$41K

+562.1% YoY

Expenses

$4K

+115.2% YoY

Under IRS private-foundation payout rules, The Paul & Lois Katzman Foundation reported a distributable amount of $20K for 2024 — the minimum it must pay out in qualifying distributions.

About The Paul & Lois Katzman Foundation

Based on IRS filings

The Paul & Lois Katzman Foundation is a private foundation, based in SCOTTSDALE, AZ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $514K in total assets. Net investment income was $41K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Cities

ArlingtonBloomfield HillsDetroitMiamiNew YorkSouthfieldStaten IslandWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$91K$182K$273K$363K20202021202220232024
Metric202420232022
Total Assets$514,426$472,920$44,151
Revenue$45,705$330,323$4
Expenses$3,546$1,648$150
Qualifying Distributions
Net Investment Income$41,416$6,255
Distributable Amount$19,535$10,716$2,180

Giving Over Time

Total grant dollars and number of grants per year

$0$231.25$462.5$693.75$9258 grants20200 grants20210 grants20220 grants20230 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

8 grants across all recorded years

8<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
STEVEN KATZMANTRUSTEE0.1

Frequently Asked Questions

How large is The Paul & Lois Katzman Foundation?

As of 2024, The Paul & Lois Katzman Foundation holds $514K in total assets with $46K in annual revenue.

Where does The Paul & Lois Katzman Foundation operate?

The Paul & Lois Katzman Foundation has awarded grants in District of Columbia, Florida, Michigan, New York, Virginia.

How much is The Paul & Lois Katzman Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Paul & Lois Katzman Foundation reported a distributable amount of $20K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Paul & Lois Katzman Foundation's EIN?

The Paul & Lois Katzman Foundation's EIN (Employer Identification Number) is 38-3124580. 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.

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