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Jerry N & Linda J Katz Foundation

  • Tarzana, CA
  • Tax-exempt since Dec. 2015
  • EIN: 47-2595304

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 / Named Trusts/Foundations N.E.C. (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$191k (2024)

Expenses
$103k (2024)

Total Assets
$1.67M (2024)

Total Liabilities
$2.52k (2024)

Source: Form 990 tax filings from 2015 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
$190,809
Expenses
$102,929
Net Income
$87,880
Net Assets
$1,662,506
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $7
0.0%
Dividends $14,070
7.4%
Sales of Assets $176,711
92.6%
Other Income $21
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $83,237
80.9%
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 $1,665,029
Total Liabilities $2,523
Net Assets $1,662,506
Compensation
Key Employees and Officers Compensation Other
Jerry Katz (Chairman) $0 $0
Linda Katz (Vice Chair) $0 $0
Jeffrey Katz (Director) $0 $0

Document Links

990-PF
Filed on July 22, 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
$308,775
Expenses
$61,404
Net Income
$247,371
Net Assets
$1,430,035
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $24
0.0%
Dividends $15,018
4.9%
Sales of Assets $20,196
6.5%
Other Income $273,537
88.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $61,354
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 $1,478,323
Total Liabilities $48,288
Net Assets $1,430,035
Compensation
Key Employees and Officers Compensation Other
Jerry Katz (Chairman) $0 $0
Linda Katz (Vice Chair) $0 $0
Jeffrey Katz (Director) $0 $0

Document Links

990-PF
Filed on Oct. 24, 2024

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,789
Expenses
$65,358
Net Income
-$49,569
Net Assets
$1,182,664
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $11
0.1%
Dividends $19,178
> 100%
Sales of Assets -$3,456
Other Income $56
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $62,884
96.2%
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 $1,200,542
Total Liabilities $17,878
Net Assets $1,182,664
Compensation
Key Employees and Officers Compensation Other
Jerry Katz (Chairman) $0 $0
Linda Katz (Vice Chair) $0 $0
Jeffrey Katz (Director) $0 $0

Document Links

990-PF
Filed on Sept. 22, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$106,312
Expenses
$31,782
Net Income
$74,530
Net Assets
$1,520,221
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $16,000
15.1%
Interest Revenue $1
0.0%
Dividends $18,754
17.6%
Sales of Assets $71,199
67.0%
Other Income $358
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,150
44.5%
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 $1,523,971
Total Liabilities $3,750
Net Assets $1,520,221
Compensation
Key Employees and Officers Compensation Other
Jerry Katz (Chairman) $0 $0
Linda Katz (Vice Chair) $0 $0
Jeffrey Katz (Director) $0 $0

Document Links

990-PF
Filed on Nov. 12, 2022

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$53,078
Expenses
$71,134
Net Income
-$18,056
Net Assets
$1,235,523
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $7
0.0%
Dividends $11,498
21.7%
Sales of Assets $41,573
78.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $59,765
84.0%
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 $1,282,408
Total Liabilities $46,885
Net Assets $1,235,523
Compensation
Key Employees and Officers Compensation Other
Jerry Katz (Chairman) $0 $0
Linda Katz (Vice Chair) $0 $0
Jeffrey Katz (Director) $0 $0

Document Links

990-PF
Filed on Oct. 9, 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
$61,489
Expenses
$73,660
Net Income
-$12,171
Net Assets
$1,351,938
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $17,650
28.7%
Interest Revenue $39
0.1%
Dividends $19,664
32.0%
Sales of Assets $24,136
39.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $60,825
82.6%
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 $1,372,438
Total Liabilities $20,500
Net Assets $1,351,938
Compensation
Key Employees and Officers Compensation Other
Jerry Katz (Chairman) $0 $0
Linda Katz (Vice Chair) $0 $0
Jeffrey Katz (Director) $0 $0

Document Links

990-PF
Filed on July 28, 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
-$1,428,185
Expenses
$59,575
Net Income
-$1,487,760
Net Assets
$1,072,996
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $228
Dividends $15,485
Sales of Assets $33,754
Other Income -$1,477,652
Notable Expenses Percent of Total Expenses
Charitable Disbursements $47,069
79.0%
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 $1,099,996
Total Liabilities $27,000
Net Assets $1,072,996

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$113,179
Expenses
$39,684
Net Income
$73,495
Net Assets
$1,230,756
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $26,772
23.7%
Interest Revenue $80
0.1%
Dividends $20,272
17.9%
Sales of Assets $45,783
40.5%
Other Income $20,272
17.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $28,250
71.2%
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 $1,247,006
Total Liabilities $16,250
Net Assets $1,230,756
Compensation
Key Employees and Officers Compensation Other
Jerry Katz (Chairman) $0 $0
Linda Katz (Vice Chair) $0 $0
Jeffrey Katz (Director) $0 $0

Document Links

990-PF
Filed on Oct. 6, 2018

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

View Filing
XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$94,087
Expenses
$38,537
Net Income
$55,550
Net Assets
$1,012,462
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $25,122
26.7%
Interest Revenue $21
0.0%
Dividends $13,967
14.8%
Sales of Assets -$18,954
Other Income $73,931
78.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $24,600
63.8%
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 $1,036,962
Total Liabilities $24,500
Net Assets $1,012,462
Compensation
Key Employees and Officers Compensation Other
Jerry Katz (Chairman) $0 $0
Linda Katz (Vice Chair) $0 $0
Jeffrey Katz (Director) $0 $0

Document Links

990-PF
Filed on Nov. 9, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$513,078
Expenses
$56,178
Net Income
$456,900
Net Assets
$956,912
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $500,000
97.5%
Interest Revenue $147
0.0%
Dividends $0
Sales of Assets -$1,249
Other Income $14,180
2.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,450
23.9%
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 $956,912
Total Liabilities $0
Net Assets $956,912
Compensation
Key Employees and Officers Compensation Other
Jerry Katz (Chairman) $0 $0
Linda Katz (Vice Chair) $0 $0
Jeffrey Katz (Director) $0 $0

Document Links

990-PF
Filed on Aug. 15, 2016

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

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Dec.
2014

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.
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  • 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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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.

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

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