The Katz Foundation Inc

New Milford, NJ
Tax-exempt since April 1986
EIN: 13-3320975

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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.

Donations to this organization are tax deductible.

Revenue

$46.6k (2024)

Expenses

$68.5k (2024)

Total Assets

$267k (2024)

Total Liabilities

$2.35k (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

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 July
2024

Revenue

$46,570

Expenses

$68,488

Net Income

-$21,918

Net Assets

$264,613

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$46,412	99.7%
Interest Revenue	$158	0.3%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,942	97.7%
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	$266,962
Total Liabilities	$2,349
Net Assets	$264,613

Compensation

Key Employees and Officers	Compensation	Other
Avi Katz (President)	$0	$0
Nadine Katz (Secretary)	$0	$0
Shimon Y Katz (Vice President)	$0	$0

990-PF

Filed on Nov. 14, 2024

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

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Schedules ▼

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Fiscal Year Ending July
2023

Revenue

$15,064

Expenses

$59,170

Net Income

-$44,106

Net Assets

$283,924

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$15,000	99.6%
Interest Revenue	$2	0.0%
Dividends	$62	0.4%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$59,119	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	$283,924
Total Liabilities	$0
Net Assets	$283,924

Compensation

Key Employees and Officers	Compensation	Other
Avi Katz (President)	$0	$0
Nadine Katz (Secretary)	$0	$0
Shimon Y Katz (Vice President)	$0	$0

990-PF

Filed on Nov. 17, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending July
2021

Revenue

$250,913

Expenses

$121,757

Net Income

$129,156

Net Assets

$377,996

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$250,000	99.6%
Interest Revenue	$63	0.0%
Dividends	$850	0.3%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$120,418	98.9%
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	$377,996
Total Liabilities	$0
Net Assets	$377,996

Compensation

Key Employees and Officers	Compensation	Other
Avi Katz (President)	$0	$0
Nadine Katz (Secretary, Treasurer)	$0	$0
Shimon Y Katz (Vice President)	$0	$0

990-PF

Filed on May 10, 2022

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

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Schedules ▼

XML

Fiscal Year Ending July
2020

Revenue

$1,498

Expenses

$10,816

Net Income

-$9,318

Net Assets

$248,839

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,498	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,500	87.8%
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	$248,840
Total Liabilities	$1
Net Assets	$248,839

Compensation

Key Employees and Officers	Compensation	Other
Avi Katz (President)	$0	$0
Nadine Katz (Secretary, Treasurer)	$0	$0
Shimon Y Katz (Vice President)	$0	$0

990-PF

Filed on Nov. 11, 2021

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

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Schedules ▼

XML

Fiscal Year Ending July
2019

Revenue

$4,372

Expenses

$22,681

Net Income

-$18,309

Net Assets

$258,157

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$4,371	100.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,300	93.9%
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	$258,158
Total Liabilities	$1
Net Assets	$258,157

Compensation

Key Employees and Officers	Compensation	Other
Avi Katz (President)	$0	$0
Nadine Katz (Secretary, Treasurer)	$0	$0
Shimon Y Katz (Vice President)	$0	$0

990-PF

Filed on June 2, 2020

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

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Schedules ▼

PDF XML

Fiscal Year Ending July
2018

Revenue

$19,781

Expenses

$27,544

Net Income

-$7,763

Net Assets

$276,467

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$15,000	75.8%
Interest Revenue	$0
Dividends	$4,781	24.2%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,100	94.8%
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	$276,467
Total Liabilities	$0
Net Assets	$276,467

Compensation

Key Employees and Officers	Compensation	Other
Avi Katz (President)	$0	$0
Nadine Katz (Secretary, Treasurer)	$0	$0
Shimon Y Katz (Vice President)	$0	$0

990-PF

Filed on July 23, 2019

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

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Fiscal Year Ending July
2017

Revenue

$2,419

Expenses

$62,871

Net Income

-$60,452

Net Assets

$284,230

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,419	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,300	97.5%
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	$284,230
Total Liabilities	$0
Net Assets	$284,230

Compensation

Key Employees and Officers	Compensation	Other
Avi Katz (President)	$0	$0
Nadine Katz (Secretary, Treasurer)	$0	$0
Shimon Y Katz (Vice President)	$0	$0

990-PF

Filed on May 24, 2018

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

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Schedules ▼

PDF XML

Fiscal Year Ending July
2016

Revenue

$5,468

Expenses

$17,510

Net Income

-$12,042

Net Assets

$344,682

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$50	0.9%
Interest Revenue	$3,885	71.0%
Dividends	$1,533	28.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,800	84.5%
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	$344,682
Total Liabilities	$0
Net Assets	$344,682

Compensation

Key Employees and Officers	Compensation	Other
Avi Katz (President)	$0	$0
Nadine Katz (Secretary, Treasurer)	$0	$0
Shimon Y Katz (Vice President)	$0	$0

990-PF

Filed on Feb. 15, 2017

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

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Fiscal Year Ending July
2015

Revenue

$6,322

Expenses

$9,829

Net Income

-$3,507

Net Assets

$356,724

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,970	62.8%
Dividends	$2,352	37.2%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,500	96.7%
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	$356,724
Total Liabilities	$0
Net Assets	$356,724

Compensation

Key Employees and Officers	Compensation	Other
Avi Katz (President)	$0	$0
Nadine Katz (Secretary, Treasurer)	$0	$0
Shimon Y Katz (Vice President)	$0	$0

990-PF

Filed on April 18, 2016

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

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Schedules ▼

PDF XML

Fiscal Year Ending July
2014

Revenue

$4,820

Expenses

$10,965

Net Income

-$6,145

Net Assets

$360,231

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,229	46.2%
Dividends	$2,591	53.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,600	87.6%
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	$360,231
Total Liabilities	$0
Net Assets	$360,231

Compensation

Key Employees and Officers	Compensation	Other
Avi Katz (President)	$0	$0
Nadine Katz (Secretary, Treasurer)	$0	$0
Shimon Y Katz (Vice President)	$0	$0

990-PF

Filed on June 10, 2015

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

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PDF XML

Fiscal Year Ending July
2013

Revenue

$5,412

Expenses

$35,320

Net Income

-$29,908

Net Assets

$366,375

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$50	0.9%
Interest Revenue	$2,957	54.6%
Dividends	$2,405	44.4%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,600	95.1%
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	$366,376
Total Liabilities	$1
Net Assets	$366,375

990-PF

Filed on March 5, 2014

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

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Fiscal Year Ending July
2012

Revenue

$6,842

Expenses

$37,447

Net Income

-$30,605

Net Assets

$396,283

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$50	0.7%
Interest Revenue	$4,188	61.2%
Dividends	$2,604	38.1%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,700	95.3%
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	$396,284
Total Liabilities	$1
Net Assets	$396,283

990-PF

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

PDF

Fiscal Year Ending July
2011

Revenue

$19,622

Expenses

$12,093

Net Income

$7,529

Net Assets

$426,888

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$11,100	56.6%
Interest Revenue	$4,852	24.7%
Dividends	$3,670	18.7%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,500	86.8%
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	$426,889
Total Liabilities	$1
Net Assets	$426,888

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Updated June 30, 2025

The Katz Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $46.6k (2024)

Expenses $68.5k (2024)

Total Assets $267k (2024)

Total Liabilities $2.35k (2024)

Tax Filings by Year

Fiscal Year Ending July 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending July 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending July 2011

Revenue

$46.6k (2024)

Expenses

$68.5k (2024)

Total Assets

$267k (2024)

Total Liabilities

$2.35k (2024)

Fiscal Year Ending July
2024

Fiscal Year Ending July
2023

Fiscal Year Ending July
2021

Fiscal Year Ending July
2020

Fiscal Year Ending July
2019

Fiscal Year Ending July
2018

Fiscal Year Ending July
2017

Fiscal Year Ending July
2016

Fiscal Year Ending July
2015

Fiscal Year Ending July
2014

Fiscal Year Ending July
2013

Fiscal Year Ending July
2012

Fiscal Year Ending July
2011

Fiscal Year Ending July
2010

Fiscal Year Ending July
2009

Fiscal Year Ending July
2008

Fiscal Year Ending July
2007

Fiscal Year Ending July
2006

Fiscal Year Ending July
2005

Fiscal Year Ending July
2004

Fiscal Year Ending July
2003

Fiscal Year Ending July
2002

Fiscal Year Ending July
2001