Charles And Roberta Katz Family Foundation

Palo Alto, CA
Tax-exempt since Nov. 2000
EIN: 91-2001806

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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.

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

Donations to this organization are tax deductible.

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

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

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990-PF

Filed on May 9, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

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

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990-PF

Filed on May 6, 2024

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

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

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990-PF

Filed on May 15, 2023

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2021

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

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990-PF

Filed on May 16, 2022

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

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

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990-PF

Filed on May 12, 2021

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

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

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990-PF

Filed on June 9, 2020

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

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

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990-PF

Filed on May 9, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

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

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990-PF

Filed on May 8, 2018

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

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

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990-PF

Filed on May 10, 2017

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

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

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990-PF

Filed on May 4, 2016

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

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Fiscal Year Ending Dec.
2014

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

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990-PF

Filed on May 8, 2015

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

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Fiscal Year Ending Dec.
2013

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

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990-PF

Filed on June 5, 2014

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

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PDF XML

Fiscal Year Ending Dec.
2012

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

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

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

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.

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Updated June 30, 2025

Charles And Roberta Katz Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $412k (2024)

Expenses $300k (2024)

Total Assets $4.93M (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

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$412k (2024)

Expenses

$300k (2024)

Total Assets

$4.93M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
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

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

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