Harry L Katz Memorial Trust Fund

Saint Louis, MO
Tax-exempt since Feb. 1976
EIN: 51-0171174

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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

$236k (2024)

Expenses

$276k (2024)

Total Assets

$3.3M (2024)

Total Liabilities

$0 (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 Dec.
2024

Revenue

$235,536

Expenses

$275,669

Net Income

-$40,133

Net Assets

$3,295,800

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$130,672	55.5%
Sales of Assets	$104,864	44.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$221,384	80.3%
Compensation of Officers*	$75,250	27.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,295,800
Total Liabilities	$0
Net Assets	$3,295,800

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$53,750	$0
Robert P Lang Esq (Co Trustee)	$10,750	$0
Steven D Scherzer Esq (Co Trustee)	$10,750	$0

990-PF

Filed on May 6, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$246,481

Expenses

$246,392

Net Income

$89

Net Assets

$3,336,787

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$119,195	48.4%
Sales of Assets	$125,550	50.9%
Other Income	$1,736	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$198,783	80.7%
Compensation of Officers*	$70,395	28.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,336,787
Total Liabilities	$0
Net Assets	$3,336,787

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$50,283	$0
Robert P Lang Esq (Co Trustee)	$10,056	$0
Steven D Scherzer Esq (Co Trustee)	$10,056	$0

990-PF

Filed on May 7, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$157,169

Expenses

$251,077

Net Income

-$93,908

Net Assets

$3,338,081

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$123,386	78.5%
Sales of Assets	$33,783	21.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$193,884	77.2%
Compensation of Officers*	$73,503	29.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,338,081
Total Liabilities	$0
Net Assets	$3,338,081

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$52,502	$0
Robert P Lang Esq (Co Trustee)	$10,501	$0
Steven D Scherzer Esq (Co Trustee)	$10,500	$0

990-PF

Filed on May 9, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$380,585

Expenses

$260,170

Net Income

$120,415

Net Assets

$3,431,676

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$102,227	26.9%
Sales of Assets	$278,340	73.1%
Other Income	$18	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$205,476	79.0%
Compensation of Officers*	$79,890	30.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,431,676
Total Liabilities	$0
Net Assets	$3,431,676

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$57,064	$0
Robert P Lang Esq (Co Trustee)	$11,413	$0
Steven D Scherzer Esq (Co Trustee)	$11,413	$0

990-PF

Filed on May 11, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$363,259

Expenses

$252,066

Net Income

$111,193

Net Assets

$3,311,213

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$98,340	27.1%
Sales of Assets	$264,919	72.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$209,959	83.3%
Compensation of Officers*	$68,982	27.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,311,214
Total Liabilities	$1
Net Assets	$3,311,213

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$49,274	$0
Robert P Lang Esq (Co Trustee)	$9,854	$0
Steven D Scherzer Esq (Co Trustee)	$9,854	$0

990-PF

Filed on May 5, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$229,258

Expenses

$243,873

Net Income

-$14,615

Net Assets

$3,201,379

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$103,215	45.0%
Sales of Assets	$123,295	53.8%
Other Income	$2,748	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$199,530	81.8%
Compensation of Officers*	$73,550	30.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,201,380
Total Liabilities	$1
Net Assets	$3,201,379

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$52,364	$0
Robert P Lang Esq (Co Trustee)	$10,593	$0
Steven D Scherzer Esq (Co Trustee)	$10,593	$0

990-PF

Filed on May 4, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$344,455

Expenses

$245,200

Net Income

$99,255

Net Assets

$3,215,281

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$92,807	26.9%
Sales of Assets	$251,648	73.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$188,010	76.7%
Compensation of Officers*	$50,025	20.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,215,281
Total Liabilities	$0
Net Assets	$3,215,281

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Na (Trustee)	$50,025	$0
Robert P Lang Esq (Co Trustee)	$0	$0
Steven D Scherzer Esq (Co Trustee)	$0	$0

990-PF

Filed on May 3, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

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

990-PF

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

PDF

Fiscal Year Ending Dec.
2016

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

990-PF

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

PDF

Fiscal Year Ending Dec.
2015

Revenue

$156,339

Expenses

$206,280

Net Income

-$49,941

Net Assets

$2,930,814

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$86,797	55.5%
Sales of Assets	$67,524	43.2%
Other Income	$2,018	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$163,380	79.2%
Compensation of Officers*	$58,690	28.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,930,814
Total Liabilities	$0
Net Assets	$2,930,814

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$233,326

Expenses

$195,107

Net Income

$38,219

Net Assets

$2,977,479

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$108,927	46.7%
Sales of Assets	$122,465	52.5%
Other Income	$1,934	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$146,170	74.9%
Compensation of Officers*	$62,049	31.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,977,479
Total Liabilities	$0
Net Assets	$2,977,479

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$218,608

Expenses

$240,173

Net Income

-$21,565

Net Assets

$2,944,264

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$90,993	41.6%
Sales of Assets	$127,615	58.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$191,264	79.6%
Compensation of Officers*	$59,730	24.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,944,264
Total Liabilities	$0
Net Assets	$2,944,264

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$150,118

Expenses

$86,745

Net Income

$63,373

Net Assets

$2,967,134

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$102,153	68.0%
Sales of Assets	$47,965	32.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,377	56.9%
Compensation of Officers*	$58,435	67.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,967,135
Total Liabilities	$1
Net Assets	$2,967,134

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$102,678

Expenses

$246,359

Net Income

-$143,681

Net Assets

$2,909,024

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$123,951	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$203,486	82.6%
Compensation of Officers*	$66,679	27.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,909,025
Total Liabilities	$1
Net Assets	$2,909,024

990-PF

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

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

PDF

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Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated March 23, 2026

Harry L Katz Memorial Trust Fund

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $236k (2024)

Expenses $276k (2024)

Total Assets $3.3M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Revenue

$236k (2024)

Expenses

$276k (2024)

Total Assets

$3.3M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

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2021

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2020

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2019

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2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

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2010

Fiscal Year Ending Dec.
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2001