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Katz Family Foundation

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.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$62.7k (2023)

Expenses
$378k (2023)

Total Assets
$1.88M (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 Nov.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$62,725
Expenses
$378,161
Net Income
-$315,436
Net Assets
$1,879,014
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2,778
4.4%
Dividends $62,155
99.1%
Sales of Assets $0
Other Income -$2,208
Notable Expenses Percent of Total Expenses
Charitable Disbursements $373,356
98.7%
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 $1,879,014
Total Liabilities $0
Net Assets $1,879,014
Compensation
Key Employees and Officers Compensation Other
Roger Katz (Trustee) $0 $0
Julie Katz (Trustee) $0 $0
Dasa Katz (Trustee) $0 $0

Document Links

Fiscal Year Ending Nov.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,531
Expenses
$17,776
Net Income
-$11,245
Net Assets
$2,030,195
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2,011
30.8%
Dividends $738
11.3%
Sales of Assets $0
Other Income $3,782
57.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,036
67.7%
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 $2,030,195
Total Liabilities $0
Net Assets $2,030,195
Compensation
Key Employees and Officers Compensation Other
Bruce Katz (Trustee Thru J Une 2022) $0 $0
Roger Katz (Trustee) $0 $0
Julie Katz (Trustee) $0 $0
Dagmar Katz (Trustee) $0 $0
Claudia Stroud (Treasurer) $0 $0

Document Links

Fiscal Year Ending Nov.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,157
Expenses
$27,995
Net Income
-$25,838
Net Assets
$2,039,979
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $20
0.9%
Dividends $2,137
99.1%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,397
58.6%
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 $2,039,979
Total Liabilities $0
Net Assets $2,039,979
Compensation
Key Employees and Officers Compensation Other
Bruce Katz (Trustee) $0 $0
Roger Katz (Trustee) $0 $0

Document Links

Fiscal Year Ending Nov.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$99,472
Expenses
$36,535
Net Income
$62,937
Net Assets
$2,065,815
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $14,625
14.7%
Sales of Assets $84,847
85.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $24,549
67.2%
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 $2,065,816
Total Liabilities $1
Net Assets $2,065,815
Compensation
Key Employees and Officers Compensation Other
Bruce Katz Co Katz Family Foundatio (Trustee) $0 $0
Roger Katz Co Katz Family Foundatio (Trustee) $0 $0

Document Links

Fiscal Year Ending Nov.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$24,221
Expenses
$67,742
Net Income
-$43,521
Net Assets
$1,999,828
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $26,676
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $46,311
68.4%
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 $1,999,829
Total Liabilities $1
Net Assets $1,999,828
Compensation
Key Employees and Officers Compensation Other
Bruce Katz Co Katz Family Foundatio (Trustee) $0 $0
Roger Katz Co Katz Family Foundatio (Trustee) $0 $0

Document Links

Fiscal Year Ending Nov.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$143,811
Expenses
$133,630
Net Income
$10,181
Net Assets
$2,043,350
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $53,535
37.2%
Sales of Assets $88,848
61.8%
Other Income $724
0.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $115,947
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 $2,043,350
Total Liabilities $0
Net Assets $2,043,350
Compensation
Key Employees and Officers Compensation Other
Bruce Katz Co Katz Family Foundatio (Trustee) $0 $0
Roger Katz Co Katz Family Foundatio (Trustee) $0 $0

Document Links

Fiscal Year Ending Nov.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$307,888
Expenses
$149,556
Net Income
$158,332
Net Assets
$2,033,169
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $182,535
59.3%
Interest Revenue $0
Dividends $40,052
13.0%
Sales of Assets $61,484
20.0%
Other Income $684
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $112,159
75.0%
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 $2,053,169
Total Liabilities $20,000
Net Assets $2,033,169
Compensation
Key Employees and Officers Compensation Other
Bruce Katz Co Katz Family Foundatio (Trustee) $0 $0
Roger Katz Co Katz Family Foundatio (Trustee) $0 $0

Document Links

Fiscal Year Ending Nov.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$46,087
Expenses
$107,833
Net Income
-$61,746
Net Assets
$1,875,210
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $7,748
16.8%
Interest Revenue $0
Dividends $43,320
94.0%
Sales of Assets -$7,128
Other Income $636
1.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $96,035
89.1%
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 $1,875,210
Total Liabilities $0
Net Assets $1,875,210
Compensation
Key Employees and Officers Compensation Other
Bruce Katz Co Katz Family Foundatio (Trustee) $0 $0
Roger Katz Co Katz Family Foundatio (Trustee) $0 $0

Document Links

Fiscal Year Ending Nov.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$86,339
Expenses
$165,268
Net Income
-$78,929
Net Assets
$1,942,446
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $48,525
56.2%
Sales of Assets $36,094
41.8%
Other Income $721
0.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $153,005
92.6%
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 $1,942,446
Total Liabilities $0
Net Assets $1,942,446
Compensation
Key Employees and Officers Compensation Other
Bruce Katz Co Katz Family Foundatio (Trustee) $0 $0
Roger Katz Co Katz Family Foundatio (Trustee) $0 $0

Document Links

Fiscal Year Ending Nov.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$51,430
Expenses
$181,804
Net Income
-$130,374
Net Assets
$2,015,018
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $70,492
> 100%
Sales of Assets -$19,811
Other Income $749
1.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $166,405
91.5%
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 $2,033,616
Total Liabilities $18,598
Net Assets $2,015,018
Compensation
Key Employees and Officers Compensation Other
Bruce Katz Co Katz Family Foundatio (Trustee) $0 $0
Roger Katz Co Katz Family Foundatio (Trustee) $0 $0

Document Links

Fiscal Year Ending Nov.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$144,241
Expenses
$205,361
Net Income
-$61,120
Net Assets
$2,146,786
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $50,000
34.7%
Interest Revenue $0
Dividends $94,940
65.8%
Sales of Assets $0
Other Income $569
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $188,215
91.7%
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 $2,165,384
Total Liabilities $18,598
Net Assets $2,146,786

Document Links

Fiscal Year Ending Nov.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$424,207
Expenses
$163,070
Net Income
-$587,277
Net Assets
$2,207,906
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $79,766
Sales of Assets $0
Other Income $770
Notable Expenses Percent of Total Expenses
Charitable Disbursements $131,077
80.4%
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 $2,250,606
Total Liabilities $42,700
Net Assets $2,207,906

Document Links

Fiscal Year Ending Nov.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$80,979
Expenses
$197,723
Net Income
-$116,744
Net Assets
$3,962,097
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $56,447
69.7%
Sales of Assets $22,497
27.8%
Other Income $927
1.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $175,845
88.9%
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 $3,962,097
Total Liabilities $0
Net Assets $3,962,097

Document Links

Fiscal Year Ending Nov.
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 Nov.
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 Nov.
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 Nov.
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 Nov.
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 Nov.
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 Nov.
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 Nov.
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 Nov.
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

Fiscal Year Ending Nov.
2001

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

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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