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Katz Fam Foundation Tr Ua 120498

Katz Frank & Elise & Benjamin Ttee

Organization summary

Type of Nonprofit

Designated as a 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 / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$0 (2024)

Expenses
$0 (2024)

Total Assets
$0 (2024)

Total Liabilities
$0 (2024)

Years with missing data
Years with multiple filings
Source: Form 990 tax filings from 2012 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 Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$895,984
Expenses
$753,736
Net Income
$142,248
Net Assets
$14,131,280
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $335,301
37.4%
Sales of Assets $560,658
62.6%
Other Income $25
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $656,788
87.1%
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 $14,131,280
Total Liabilities $0
Net Assets $14,131,280
Compensation
Key Employees and Officers Compensation Other
Frank L Katz (Managing Trustee) $0 $0
Elise Katz (Trustee) $0 $0
Benjamin Katz (Trustee) $0 $0
Brooke Katz (Trustee) $0 $0
Philip Katz (Trustee) $0 $0

Document Links

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,550,022
Expenses
$911,893
Net Income
$2,638,129
Net Assets
$13,980,188
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,045,052
57.6%
Interest Revenue $0
Dividends $447,050
12.6%
Sales of Assets $1,057,828
29.8%
Other Income $92
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $862,490
94.6%
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 $13,980,188
Total Liabilities $0
Net Assets $13,980,188
Compensation
Key Employees and Officers Compensation Other
Frank L Katz (Managing Trustee) $0 $0
Elise Katz (Trustee) $0 $0
Benjamin Katz (Trustee) $0 $0
Brooke Katz (Trustee) $0 $0
Philip Katz (Trustee) $0 $0

Document Links

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,070,683
Expenses
$717,339
Net Income
$353,344
Net Assets
$9,488,429
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $800,000
74.7%
Interest Revenue $0
Dividends $269,392
25.2%
Sales of Assets $0
Other Income $1,291
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $650,000
90.6%
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 $9,488,429
Total Liabilities $0
Net Assets $9,488,429
Compensation
Key Employees and Officers Compensation Other
Frank L Katz (Managing Trustee) $0 $0
Elise Katz (Trustee) $0 $0
Benjamin Katz (Trustee) $0 $0
Brooke Katz (Trustee) $0 $0
Philip Katz (Trustee) $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,297,671
Expenses
$565,660
Net Income
$1,732,011
Net Assets
$9,335,085
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,000,000
87.0%
Interest Revenue $0
Dividends $297,671
13.0%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $482,000
85.2%
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 $9,335,085
Total Liabilities $0
Net Assets $9,335,085
Compensation
Key Employees and Officers Compensation Other
Frank L Katz (Managing Trustee) $0 $0
Elise Katz (Trustee) $0 $0
Benjamin Katz (Trustee) $0 $0
Brooke Katz (Trustee) $0 $0
Philip Katz (Trustee) $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$255,110
Expenses
$581,714
Net Income
-$326,604
Net Assets
$7,603,073
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $255,110
100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $500,511
86.0%
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 $7,603,074
Total Liabilities $1
Net Assets $7,603,073
Compensation
Key Employees and Officers Compensation Other
Frank L Katz (Managing Trustee) $0 $0
Elise Katz (Trustee) $0 $0
Benjamin Katz (Trustee) $0 $0
Brooke Katz (Trustee) $0 $0
Philip Katz (Trustee) $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$740,979
Expenses
$563,945
Net Income
$177,034
Net Assets
$7,929,678
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $500,000
67.5%
Interest Revenue $0
Dividends $240,979
32.5%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $480,000
85.1%
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 $7,929,678
Total Liabilities $0
Net Assets $7,929,678

Document Links

Fiscal Year Ending June
2019

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$244,452
Expenses
$516,890
Net Income
-$272,438
Net Assets
$7,128,692
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $244,452
100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $460,000
89.0%
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 $7,128,692
Total Liabilities $0
Net Assets $7,128,692

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$470,892
Expenses
$397,971
Net Income
$72,921
Net Assets
$7,401,130
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $250,000
53.1%
Interest Revenue $0
Dividends $220,892
46.9%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $350,000
87.9%
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 $7,401,130
Total Liabilities $0
Net Assets $7,401,130

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$621,265
Expenses
$414,990
Net Income
$206,275
Net Assets
$7,328,209
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $500,000
80.5%
Interest Revenue $0
Dividends $121,265
19.5%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $375,000
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 $7,328,209
Total Liabilities $0
Net Assets $7,328,209

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$183,221
Expenses
$451,755
Net Income
-$268,534
Net Assets
$7,121,934
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $183,221
100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $420,000
93.0%
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 $7,121,934
Total Liabilities $0
Net Assets $7,121,934

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$204,009
Expenses
$397,872
Net Income
-$193,863
Net Assets
$7,390,468
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $204,009
100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $361,367
90.8%
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 $7,390,468
Total Liabilities $0
Net Assets $7,390,468

Document Links

Fiscal Year Ending June
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

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.

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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 »

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