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Helen Katz Charitable Tr

  • Jeffersonville, IN
  • Tax-exempt since March 2008
  • EIN: 33-6366418

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
$68.6k (2024)

Expenses
$82.1k (2024)

Total Assets
$1.32M (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
$68,597
Expenses
$82,129
Net Income
-$13,532
Net Assets
$1,321,499
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $37,170
54.2%
Sales of Assets $31,427
45.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $64,747
78.8%
Compensation of Officers* $16,172
19.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,321,499
Total Liabilities $0
Net Assets $1,321,499
Compensation
Key Employees and Officers Compensation Other
New Covenant Trust Company (Trustee) $16,172 $0

Document Links

990-PF
Filed on May 13, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$44,050
Expenses
$83,039
Net Income
-$38,989
Net Assets
$1,334,504
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $34,155
77.5%
Sales of Assets $6,350
14.4%
Other Income $3,545
8.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $66,597
80.2%
Compensation of Officers* $10,712
12.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,334,504
Total Liabilities $0
Net Assets $1,334,504
Compensation
Key Employees and Officers Compensation Other
New Covenant Trust Company (Trustee) $10,712 $0

Document Links

990-PF
Filed on May 9, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$16,958
Expenses
$89,209
Net Income
-$72,251
Net Assets
$1,374,001
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $26,333
> 100%
Sales of Assets -$9,375
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $65,017
72.9%
Compensation of Officers* $11,681
13.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,374,001
Total Liabilities $0
Net Assets $1,374,001
Compensation
Key Employees and Officers Compensation Other
New Covenant Trust Company (Trustee) $11,681 $0

Document Links

990-PF
Filed on May 5, 2023

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

View Filing
XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$287,410
Expenses
$80,478
Net Income
$206,932
Net Assets
$1,446,446
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $27,544
9.6%
Sales of Assets $259,866
90.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $67,274
83.6%
Compensation of Officers* $12,196
15.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,446,446
Total Liabilities $0
Net Assets $1,446,446
Compensation
Key Employees and Officers Compensation Other
New Covenant Trust Company (Trustee) $12,196 $0

Document Links

990-PF
Filed on April 13, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$86,374
Expenses
$77,573
Net Income
$8,801
Net Assets
$1,239,531
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $28,634
33.2%
Sales of Assets $57,740
66.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $65,589
84.6%
Compensation of Officers* $10,950
14.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,239,532
Total Liabilities $1
Net Assets $1,239,531
Compensation
Key Employees and Officers Compensation Other
New Covenant Trust Company (Trustee) $10,950 $0

Document Links

990-PF
Filed on May 3, 2021

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$120,466
Expenses
$83,544
Net Income
$36,922
Net Assets
$1,230,620
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $30,054
24.9%
Sales of Assets $90,412
75.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $70,443
84.3%
Compensation of Officers* $10,764
12.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,230,621
Total Liabilities $1
Net Assets $1,230,620
Compensation
Key Employees and Officers Compensation Other
Trust Company N A (Trustee) $10,764 $0

Document Links

990-PF
Filed on May 7, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$141,130
Expenses
$82,740
Net Income
$58,390
Net Assets
$1,193,535
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $26,209
18.6%
Sales of Assets $114,921
81.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $65,364
79.0%
Compensation of Officers* $11,262
13.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,193,535
Total Liabilities $0
Net Assets $1,193,535
Compensation
Key Employees and Officers Compensation Other
New Covenant Trust Co (Trustee) $11,262 $0

Document Links

990-PF
Filed on May 10, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
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

990-PF

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

PDF

Fiscal Year Ending Dec.
2016

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

990-PF

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

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$55,492
Expenses
$82,543
Net Income
-$27,051
Net Assets
$1,185,004
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $27,977
50.4%
Sales of Assets $25,808
46.5%
Other Income $1,707
3.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $66,201
80.2%
Compensation of Officers* $15,790
19.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,185,004
Total Liabilities $0
Net Assets $1,185,004

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$69,790
Expenses
$84,679
Net Income
-$14,889
Net Assets
$1,212,054
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $26,095
37.4%
Sales of Assets $43,695
62.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $60,744
71.7%
Compensation of Officers* $16,126
19.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,212,054
Total Liabilities $0
Net Assets $1,212,054

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$202,731
Expenses
$76,301
Net Income
$126,430
Net Assets
$1,226,941
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $24,332
12.0%
Sales of Assets $177,931
87.8%
Other Income $468
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $60,168
78.9%
Compensation of Officers* $14,976
19.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,226,941
Total Liabilities $0
Net Assets $1,226,941

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$36,490
Expenses
$70,725
Net Income
-$34,235
Net Assets
$1,100,511
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $22,730
62.3%
Sales of Assets $13,760
37.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $59,151
83.6%
Compensation of Officers* $10,797
15.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,100,511
Total Liabilities $0
Net Assets $1,100,511

Document Links

990-PF

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

PDF

Fiscal Year Ending Jan.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$61,526
Expenses
$72,400
Net Income
-$10,874
Net Assets
$1,135,214
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2
0.0%
Dividends $25,059
40.7%
Sales of Assets $36,325
59.0%
Other Income $140
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $56,991
78.7%
Compensation of Officers* $14,193
19.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,135,214
Total Liabilities $0
Net Assets $1,135,214

Document Links

990-PF

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

PDF

Fiscal Year Ending Jan.
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

990-PF

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

PDF

Fiscal Year Ending Jan.
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

990-PF

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

PDF
PDF (2 of 2)

Fiscal Year Ending Jan.
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

990-PF

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

PDF

Fiscal Year Ending Jan.
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

990-PF

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

PDF

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.

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 »

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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.

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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.

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