Tr Ua Dorothy & Nathan Katz Fdtn
Tr Ua Dorothy & Nathan Katz Fdtn is a private foundation, based in NEWPORT BEACH, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $209K in total assets. In 2024, it awarded 6 grants totaling $12K. Net investment income was $12K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$209K
+12.6% YoY
Annual Giving
$12K
-5.3% YoY
Grant Count
6
+0.0% YoY
Avg Grant Size
$2K
-5.3% YoY
Under IRS private-foundation payout rules, Tr Ua Dorothy & Nathan Katz Fdtn reported a distributable amount of $16K for 2024 — the minimum it must pay out in qualifying distributions.
About Tr Ua Dorothy & Nathan Katz Fdtn
Based on IRS filings
Tr Ua Dorothy & Nathan Katz Fdtn is a private foundation, based in NEWPORT BEACH, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $209K in total assets. In 2024, it awarded 6 grants totaling $12K. Net investment income was $12K.
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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 | $209,009 | $185,611 | $155,558 |
| Revenue | $36,091 | $43,298 | $35,285 |
| Expenses | $12,693 | $13,245 | $10,705 |
| Qualifying Distributions | $11,593 | $12,245 | $9,455 |
| Net Investment Income | $12,093 | $10,061 | $8,240 |
| Distributable Amount | $15,778 | $13,186 | $13,558 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
27 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Baltimore Hebrew Congrega ($3,400), Cdm Foundation ($2,500), Other - None Over 1000 ($1,793).
| Recipient | Purpose | Amount |
|---|---|---|
| BALTIMORE HEBREW CONGREGA BALTIMORE, MD | GENERAL FUNDING | $3,400 |
| OTHER - NONE OVER 1000 PIKESVILLE, MD | GENERAL FUNDING | $1,793 |
| JOHNS HOPKINS UNIVERSITY BALTIMORE, MD | GENERAL FUNDING | $1,500 |
| BALTIMORE COMMUNITY FOUNDATION BALTIMORE, MD | GENERAL FUNDING | $1,200 |
| THE ASSOCIATED BALTIMORE, MD | GENERAL FUNDING | $1,200 |
| CDM FOUNDATION ORANGE COUNTY, CA | GENERAL FUNDING | $2,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DANIEL CRONE | TRUSTEE | — | — |
| DARYL CRONE | TRUSTEE | — | — |
| SUZANNE CRONE | TRUSTEE | — | — |
| SYLVIA MURPHY | TRUSTEE | — | — |
Frequently Asked Questions
How large is Tr Ua Dorothy & Nathan Katz Fdtn?
As of 2024, Tr Ua Dorothy & Nathan Katz Fdtn holds $209K in total assets with $36K in annual revenue. It awarded 6 grants totaling $12K in 2024.
Where does Tr Ua Dorothy & Nathan Katz Fdtn operate?
Tr Ua Dorothy & Nathan Katz Fdtn has awarded grants in California, Georgia, Maryland.
What size grants does Tr Ua Dorothy & Nathan Katz Fdtn award?
In 2024, Tr Ua Dorothy & Nathan Katz Fdtn awarded 6 grants totaling $12K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Tr Ua Dorothy & Nathan Katz Fdtn required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Tr Ua Dorothy & Nathan Katz Fdtn reported a distributable amount of $16K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Tr Ua Dorothy & Nathan Katz Fdtn's EIN?
Tr Ua Dorothy & Nathan Katz Fdtn's EIN (Employer Identification Number) is 52-6028175. 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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