The Paul & Lois Katzman Foundation
The Paul & Lois Katzman Foundation is a private foundation, based in Scottsdale, AZ. IRS filing data is available from 2020 through 2025. In 2025, it awarded 1 grant totaling $469K. Net investment income was $55K.
The Paul & Lois Katzman Foundation at a glance
In short: The Paul & Lois Katzman Foundation gave $469K across 1 grant in 2025 (avg $469K), mostly in Michigan. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $469,410
- Grants made (2025)
- 1
- Average grant
- $469,410
- Median grant
- $469,410
- Primary geography
- Michigan (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 Paul & Lois Katzman Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was The Courtney Gives BAK Foundation ($469K).
Grant Size Distribution
1 grant across all recorded years
The most common grant size was in the $250–500K range: 1 grant of 1 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
How The Paul & Lois Katzman Foundation gives
- In 2025 it paid out well above 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 $925 (2020) to $469K (2025). In 2025 it made 1 grant totaling $469K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Courtney Gives BAK Foundation Beverly Hills, MI | General Charitable Purposes | $469,410 |
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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 | — | $70,177 | $484,816 | $469,410 | 1 | $469,410 | $54,753 | $9,297 |
| 2024 | $514,426 | $45,705 | $3,546 | — | — | — | $41,416 | $19,535 |
| 2023 | $472,920 | $330,323 | $1,648 | — | — | — | $6,255 | $10,716 |
| 2022 | $44,151 | $4 | $150 | — | — | — | — | $2,180 |
| 2021 | $44,297 | $4 | $150 | — | — | — | — | $2,187 |
| 2020 | $44,443 | $8 | $925 | $925 | 8 | — | $8 | $2,199 |
Under IRS private-foundation payout rules, The Paul & Lois Katzman Foundation reported a distributable amount of $9K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Paul & Lois Katzman Foundation is led by Steven Katzman, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Steven Katzman
Trustee
On filings since 2020
0.1 hrs/week
No compensation reported
Former officers (2)
- Former: Lois Katzman (2020–2023) — Trustee · Filing note: Thru 7/17/2023
- Former: Paul Katzman (2020–2023) — Trustee · Filing note: Thru 5/3/2023
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 Paul & Lois Katzman Foundation
How much does The Paul & Lois Katzman Foundation give each year?
The Paul & Lois Katzman Foundation gave $469K across 1 grant in 2025, according to its 2025 IRS Form 990-PF.
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 2025, The Paul & Lois Katzman Foundation reported a distributable amount of $9K 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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 22, 2026)
- IRS filings on file for fiscal years 2020–2024
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