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 2019 through 2025. As of 2025, the organization holds $362K in total assets. In 2025, it awarded 7 grants totaling $14K. Net investment income was $12K.
Key facts about Tr UA Dorothy & Nathan Katz Fdtn
In short: Tr UA Dorothy & Nathan Katz Fdtn gave $14K across 7 grants in 2025 (avg $2K), mostly in Maryland. Source: 2025 IRS Form 990-PF.
- EIN
- 52-6028175
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $14,221
- Grants made (2025)
- 7
- Average grant
- $2,032
- Median grant
- $1,370
- Total assets
- $362,308
- Primary geography
- Maryland (64% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$362K
+73.3% YoY
Annual Giving
$14K
+22.7% YoY
Grant Count
7
+16.7% YoY
Avg Grant Size
$2K
+5.1% YoY
Under IRS private-foundation payout rules, Tr UA Dorothy & Nathan Katz Fdtn reported a distributable amount of $17K for 2025 — the minimum it must pay out in qualifying distributions.
How Tr UA Dorothy & Nathan Katz Fdtn gives
- Giving grew 50% from 2022 to 2025. Method
- In 2025 it paid out 83% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $8K (2019) to $14K (2025). In 2025 it made 7 grants totaling $14K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was BHC ($5K). Together the top 7 received $14K.
Grant Size Distribution
30 grants across all recorded years
The most common grant size was under $50K: 30 grants of 30 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| BHC Baltimore, MD | General Funding | $4,916 |
| CDM Foundation Newport Beach, CA | General Funding | $2,500 |
| Northwest Hospital Center Randallstown, MD | General Funding | $2,000 |
| Other - None Above 1K Newport Beach, CA | General Funding | $1,370 |
| Baltimore Community Foundation Baltimore, MD | General Funding | $1,235 |
| Lakeside Band Association Atlanta, GA | General Funding | $1,200 |
| Johns Hopkins University Baltimore, MD | General Funding | $1,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $362,308 | $209,009 | $185,611 |
| Revenue | $168,620 | $36,091 | $43,298 |
| Expenses | $15,321 | $12,693 | $13,245 |
| Qualifying Distributions | $14,221 | $11,593 | $12,245 |
| Net Investment Income | $11,814 | $12,093 | $10,061 |
| Distributable Amount | $17,202 | $15,778 | $13,186 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS June 25, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS July 23, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS October 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 16, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 19, 2025)
Leadership & Key People
Officers and directors from IRS filings
Tr UA Dorothy & Nathan Katz Fdtn's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Daryl M. Crone
Trustee
On filings since 2019
No compensation reported
Suzanne Crone
Trustee
On filings since 2019
No compensation reported
Sylvia Murphy
Trustee
On filings since 2019
No compensation reported
Former officers (1)
- Former: Daniel Crone (2019–2024) — Trustee
Data from IRS Form 990 filings, 2019–2025. "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 Tr UA Dorothy & Nathan Katz Fdtn
How much does Tr UA Dorothy & Nathan Katz Fdtn give each year?
Tr UA Dorothy & Nathan Katz Fdtn gave $14K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $12K across 6 grants.
What is Tr UA Dorothy & Nathan Katz Fdtn's typical grant size?
Tr UA Dorothy & Nathan Katz Fdtn's median grant in 2025 was $1,370, and its average grant was $2,032, across 7 grants on its 2025 IRS Form 990-PF.
Where does Tr UA Dorothy & Nathan Katz Fdtn give grants?
Tr UA Dorothy & Nathan Katz Fdtn gives mostly in Maryland: 64% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were California (27%) and Georgia (8%). The most frequent recipient cities were Baltimore, MD (3 grants) and Newport Beach, CA (2 grants).
Does Tr UA Dorothy & Nathan Katz Fdtn give general operating support?
Yes: 100% of Tr UA Dorothy & Nathan Katz Fdtn's 2025 grants with a stated purpose (7 of 7) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Tr UA Dorothy & Nathan Katz Fdtn's largest grantees?
Tr UA Dorothy & Nathan Katz Fdtn's largest 2025 grantees include BHC ($4,916), CDM Foundation ($2,500) and Northwest Hospital Center ($2,000), according to its 2025 IRS Form 990-PF. Together they received 66% of its itemized 2025 grant dollars.
How large is Tr UA Dorothy & Nathan Katz Fdtn?
Tr UA Dorothy & Nathan Katz Fdtn reported $362K in total assets on its 2025 IRS Form 990-PF. It paid out $14K in qualifying distributions that year, against a required minimum of $17K (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 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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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