Charlotte & Harry Katz Foundation Inc

Flushing, NY
Tax-exempt since Jan. 1996
EIN: 11-3295712

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Community Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$82.9k (2023)

Expenses

$151k (2023)

Total Assets

$1.58M (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$82,859

Expenses

$150,841

Net Income

-$67,982

Net Assets

$1,576,381

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$36,288	43.8%
Dividends	$131	0.2%
Sales of Assets	$46,440	56.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$136,432	90.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,576,381
Total Liabilities	$0
Net Assets	$1,576,381

Compensation

Key Employees and Officers	Compensation	Other
Harry Katz (President)	$0	$0
Charlotte Katz (Vice Pres)	$0	$0

990-PF

Filed on June 26, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$40,827

Expenses

$164,521

Net Income

-$123,694

Net Assets

$1,644,363

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$21,787	53.4%
Dividends	$1,555	3.8%
Sales of Assets	$17,485	42.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$164,521	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,644,363
Total Liabilities	$0
Net Assets	$1,644,363

Compensation

Key Employees and Officers	Compensation	Other
Harry Katz (President)	$0	$0
Charlotte Katz (Vice Pres)	$0	$0

990-PF

Filed on July 31, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$237,252

Expenses

$206,965

Net Income

$30,287

Net Assets

$1,768,057

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,973	2.5%
Dividends	$86,072	36.3%
Sales of Assets	$145,207	61.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$200,390	96.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,768,057
Total Liabilities	$0
Net Assets	$1,768,057

Compensation

Key Employees and Officers	Compensation	Other
Harry Katz (President)	$0	$0
Charlotte Katz (Vice Preside)	$0	$0

990-PF

Filed on May 5, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$976,791

Expenses

$191,128

Net Income

$785,663

Net Assets

$1,737,769

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,288	0.3%
Dividends	$84,321	8.6%
Sales of Assets	$889,182	91.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$191,128	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,737,770
Total Liabilities	$1
Net Assets	$1,737,769

Compensation

Key Employees and Officers	Compensation	Other
Harry Katz (President)	$0	$0
Charlotte Katz (Vice Preside)	$0	$0

990-PF

Filed on May 14, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

-$43,151

Expenses

$68,074

Net Income

-$111,225

Net Assets

$872,106

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,001
Dividends	$7,004
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,074	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$872,107
Total Liabilities	$1
Net Assets	$872,106

Compensation

Key Employees and Officers	Compensation	Other
Harry Katz (President)	$0	$0
Charlotte Katz (Vice Preside)	$0	$0

990-PF

Filed on May 14, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2018

Revenue

$257,482

Expenses

$79,311

Net Income

$178,171

Net Assets

$983,332

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$200,000	77.7%
Interest Revenue	$1,101	0.4%
Dividends	$52,346	20.3%
Sales of Assets	$4,035	1.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$79,196	99.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$983,332
Total Liabilities	$0
Net Assets	$983,332

Compensation

Key Employees and Officers	Compensation	Other
Harry Katz (President)	$0	$0
Charlotte Katz (Vice Preside)	$0	$0

990-PF

Filed on May 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$171,728

Expenses

$150,724

Net Income

$21,004

Net Assets

$805,161

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$200,000	> 100%
Interest Revenue	$910	0.5%
Dividends	$8,133	4.7%
Sales of Assets	-$37,315
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$150,724	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$805,161
Total Liabilities	$0
Net Assets	$805,161

Compensation

Key Employees and Officers	Compensation	Other
Harry Katz (President)	$0	$0
Charlotte Katz (Vice Preside)	$0	$0

990-PF

Filed on April 27, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$161,300

Expenses

$58,895

Net Income

$102,405

Net Assets

$784,157

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$150,000	93.0%
Interest Revenue	$319	0.2%
Dividends	$10,981	6.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,895	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$784,157
Total Liabilities	$0
Net Assets	$784,157

Compensation

Key Employees and Officers	Compensation	Other
Harry Katz (President)	$0	$0
Charlotte Katz (Vice Preside)	$0	$0

990-PF

Filed on May 4, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$208,840

Expenses

$146,448

Net Income

$62,392

Net Assets

$681,752

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$200,000	95.8%
Interest Revenue	$236	0.1%
Dividends	$10,873	5.2%
Sales of Assets	-$2,269
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$146,448	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$681,752
Total Liabilities	$0
Net Assets	$681,752

Compensation

Key Employees and Officers	Compensation	Other
Harry Katz (President)	$0	$0
Charlotte Katz (Vice Preside)	$0	$0

990-PF

Filed on May 5, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$209,896

Expenses

$110,006

Net Income

$99,890

Net Assets

$619,360

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$195,000	92.9%
Interest Revenue	$1,208	0.6%
Dividends	$13,688	6.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$110,006	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$619,360
Total Liabilities	$0
Net Assets	$619,360

Compensation

Key Employees and Officers	Compensation	Other
Harry Katz (President)	$0	$0
Charlotte Katz (Vice Preside)	$0	$0

990-PF

Filed on April 30, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$84,795

Expenses

$99,342

Net Income

-$14,547

Net Assets

$519,470

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$46	0.1%
Dividends	$19,291	22.8%
Sales of Assets	$65,458	77.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$89,429	90.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$519,470
Total Liabilities	$0
Net Assets	$519,470

Compensation

Key Employees and Officers	Compensation	Other
Harry Katz (President)	$0	$0
Charlotte Katz (Vice Preside)	$0	$0

990-PF

Filed on June 12, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$6,025

Expenses

$99,180

Net Income

-$93,155

Net Assets

$534,016

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,396	73.0%
Interest Revenue	$232	3.9%
Dividends	$1,315	21.8%
Sales of Assets	$82	1.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$95,599	96.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$534,017
Total Liabilities	$1
Net Assets	$534,016

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$119,691

Expenses

$65,377

Net Income

$54,314

Net Assets

$627,171

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$25,000	20.9%
Interest Revenue	$349	0.3%
Dividends	$1,239	1.0%
Sales of Assets	$93,103	77.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,628	97.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$627,172
Total Liabilities	$1
Net Assets	$627,171

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated June 30, 2025

Charlotte & Harry Katz Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $82.9k (2023)

Expenses $151k (2023)

Total Assets $1.58M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$82.9k (2023)

Expenses

$151k (2023)

Total Assets

$1.58M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001