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Charles And Roberta 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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$412k (2024)

Expenses
$300k (2024)

Total Assets
$4.93M (2024)

Total Liabilities
$0 (2024)

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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$412,437
Expenses
$300,320
Net Income
$112,117
Net Assets
$4,925,827
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $56,703
13.7%
Dividends $76,328
18.5%
Sales of Assets $279,406
67.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $267,000
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 $4,925,827
Total Liabilities $0
Net Assets $4,925,827
Compensation
Key Employees and Officers Compensation Other
Charles J Katz Jr (President) $0 $0
Roberta B Katz (First Vice President) $0 $0
Sarah B Katz (Vice President) $0 $0
Sydney M Katz (Vice President) $0 $0
Roberta B Katz (Secretary/Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$296,394
Expenses
$308,641
Net Income
-$12,247
Net Assets
$4,810,609
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $48,575
16.4%
Dividends $63,943
21.6%
Sales of Assets $183,876
62.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $278,000
90.1%
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 $4,810,609
Total Liabilities $0
Net Assets $4,810,609
Compensation
Key Employees and Officers Compensation Other
Charles J Katz Jr (President) $0 $0
Roberta B Katz (First Vice President) $0 $0
Sarah B Katz (Vice President) $0 $0
Sydney M Katz (Vice President) $0 $0
Roberta B Katz (Secretary/Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$518,673
Expenses
$307,552
Net Income
$211,121
Net Assets
$4,839,794
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $75,501
14.6%
Interest Revenue $40,319
7.8%
Dividends $66,033
12.7%
Sales of Assets $336,820
64.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $279,500
90.9%
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 $4,839,794
Total Liabilities $0
Net Assets $4,839,794
Compensation
Key Employees and Officers Compensation Other
Charles J Katz Jr (President) $0 $0
Roberta B Katz (First Vice President) $0 $0
Sarah B Katz (Vice President) $0 $0
Sydney M Katz (Vice President) $0 $0
Roberta B Katz (Secretary/Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$526,895
Expenses
$283,215
Net Income
$243,680
Net Assets
$4,633,186
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $38,076
7.2%
Dividends $68,710
13.0%
Sales of Assets $420,109
79.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $267,000
94.3%
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 $4,633,186
Total Liabilities $0
Net Assets $4,633,186
Compensation
Key Employees and Officers Compensation Other
Charles J Katz Jr (President) $0 $0
Roberta B Katz (First Vice President) $0 $0
Sarah B Katz (Vice President) $0 $0
Sydney M Katz (Vice President) $0 $0
Roberta B Katz (Secretary/Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$191,160
Expenses
$306,137
Net Income
-$114,977
Net Assets
$4,395,087
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $40,061
21.0%
Dividends $70,240
36.7%
Sales of Assets $80,208
42.0%
Other Income $651
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $277,000
90.5%
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 $4,395,178
Total Liabilities $91
Net Assets $4,395,087
Compensation
Key Employees and Officers Compensation Other
Charles J Katz Jr (President) $0 $0
Roberta B Katz (First Vice President) $0 $0
Sarah B Katz (Vice President) $0 $0
Sydney M Katz (Vice President) $0 $0
Roberta B Katz (Secretary/Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$426,158
Expenses
$364,598
Net Income
$61,560
Net Assets
$4,516,415
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $6,573
1.5%
Interest Revenue $38,922
9.1%
Dividends $79,938
18.8%
Sales of Assets $300,725
70.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $340,000
93.3%
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 $4,516,416
Total Liabilities $1
Net Assets $4,516,415
Compensation
Key Employees and Officers Compensation Other
Charles J Katz Jr (President) $0 $0
Roberta B Katz (First Vice President) $0 $0
Sarah B Katz (Vice President) $0 $0
Sydney M Katz (Vice President) $0 $0
Roberta B Katz (Secretary/Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$869,881
Expenses
$357,106
Net Income
$512,775
Net Assets
$4,455,199
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $21,400
2.5%
Interest Revenue $43,882
5.0%
Dividends $67,209
7.7%
Sales of Assets $737,390
84.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $335,000
93.8%
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 $4,457,064
Total Liabilities $1,865
Net Assets $4,455,199
Compensation
Key Employees and Officers Compensation Other
Charles J Katz Jr (President) $0 $0
Roberta B Katz (First Vice President) $0 $0
Sarah B Katz (Vice President) $0 $0
Sydney M Katz (Vice President) $0 $0
Roberta B Katz (Secretary/Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$124,736
Expenses
$320,936
Net Income
-$196,200
Net Assets
$3,949,875
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $29,301
23.5%
Dividends $46,781
37.5%
Sales of Assets $47,836
38.3%
Other Income $818
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $293,500
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 $3,949,875
Total Liabilities $0
Net Assets $3,949,875
Compensation
Key Employees and Officers Compensation Other
Charles J Katz Jr (President) $0 $0
Roberta B Katz (First Vice President) $0 $0
Sarah B Katz (Vice President) $0 $0
Sydney M Katz (Vice President) $0 $0
Roberta B Katz (Secretary/Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$469,861
Expenses
$166,107
Net Income
$303,754
Net Assets
$4,146,351
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $20,908
4.4%
Dividends $38,641
8.2%
Sales of Assets $409,535
87.2%
Other Income $777
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $139,500
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 $4,146,351
Total Liabilities $0
Net Assets $4,146,351
Compensation
Key Employees and Officers Compensation Other
Charles J Katz Jr (President) $0 $0
Roberta B Katz (First Vice President) $0 $0
Sarah B Katz (Vice President) $0 $0
Sydney M Katz (Vice President) $0 $0
Roberta B Katz (Secretary/Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$406,622
Expenses
$294,788
Net Income
$111,834
Net Assets
$3,842,928
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $27,631
6.8%
Dividends $45,251
11.1%
Sales of Assets $333,740
82.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $269,500
91.4%
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 $3,842,928
Total Liabilities $0
Net Assets $3,842,928
Compensation
Key Employees and Officers Compensation Other
Charles J Katz Jr (President) $0 $0
Roberta B Katz (First Vice President) $0 $0
Sarah B Katz (Vice President) $0 $0
Sydney M Katz (Vice President) $0 $0
Roberta B Katz (Secretary/Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$417,144
Expenses
$238,958
Net Income
$178,186
Net Assets
$3,731,087
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $29,758
7.1%
Dividends $48,407
11.6%
Sales of Assets $338,979
81.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $213,500
89.3%
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 $3,731,087
Total Liabilities $0
Net Assets $3,731,087
Compensation
Key Employees and Officers Compensation Other
Charles J Katz Jr (President) $0 $0
Roberta B Katz (First Vice President) $0 $0
Sarah B Katz (Vice President) $0 $0
Sydney M Katz (Vice President) $0 $0
Roberta B Katz (Secretary/Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$286,720
Expenses
$250,366
Net Income
$36,354
Net Assets
$3,580,648
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $27,539
9.6%
Dividends $39,719
13.9%
Sales of Assets $219,462
76.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $230,000
91.9%
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 $3,580,648
Total Liabilities $0
Net Assets $3,580,648
Compensation
Key Employees and Officers Compensation Other
Charles J Katz Jr (President) $0 $0
Roberta B Katz (First Vice President) $0 $0
Sarah B Katz (Vice President) $0 $0
Sydney M Katz (Vice President) $0 $0
Roberta B Katz (Secretary/Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$166,530
Expenses
$268,934
Net Income
-$102,404
Net Assets
$3,543,532
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $25,000
15.0%
Interest Revenue $30,031
18.0%
Dividends $45,241
27.2%
Sales of Assets $66,008
39.6%
Other Income $250
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $250,000
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 $3,543,533
Total Liabilities $1
Net Assets $3,543,532

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$68,156
Expenses
$297,658
Net Income
-$229,502
Net Assets
$3,645,973
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $50,000
73.4%
Interest Revenue $31,772
46.6%
Dividends $35,275
51.8%
Sales of Assets $0
Other Income $2,163
3.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $280,000
94.1%
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 $3,645,974
Total Liabilities $1
Net Assets $3,645,973

Document Links

Fiscal Year Ending Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
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

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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  • Raw filing data. Includes EINs and summary financials as structured data.
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