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Also known as: FAMILY FOUNDATION
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Charles And Roberta Katz Family Foundation is a private corporation based in PALO ALTO, CA. The foundation received its IRS ruling in 2000. The principal officer is Charles J Katz Jr. It holds total assets of $4.9M. Annual income is reported at $1.4M. Total assets have grown from $3.6M in 2011 to $4.8M in 2023. The foundation is governed by 4 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. Funding is distributed across 4 states, including California, District of Columbia, Oregon. According to available records, Charles And Roberta Katz Family Foundation has made 38 grants totaling $1.1M, with a median grant of $11K. The foundation has distributed between $267K and $559K annually from 2021 to 2023. Grantmaking activity was highest in 2022 with $559K distributed across 18 grants. Individual grants have ranged from $1K to $85K, with an average award of $29K. The foundation has supported 11 unique organizations. The foundation primarily supports organizations in California, District of Columbia, Illinois, which account for 84% of all grants. Grantmaking reaches organizations across 6 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$5K
Median Grant
$8K
Average Grant
$28K
Largest Grant
$75K
Based on 10 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Charles And Roberta Katz Family Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 38 grants. Its grantmaking reaches organizations primarily in CA, DC, IL.
Charles And Roberta Katz Family Foundation has distributed a total of $1.1M across 38 grants. The median grant size is $11K, with an average of $29K. Individual grants have ranged from $1K to $85K.
Charles And Roberta Katz Family Foundation typically selects its grantees rather than accepting unsolicited proposals.
Charles And Roberta Katz Family Foundation is headquartered in PALO ALTO, CA. While based in CA, the foundation distributes grants to organizations across 6 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Charles J Katz Jr | PRESIDENT | $0 | $0 | N/A |
| Roberta B Katz | SECRETARY/TREASURER | $0 | $0 | N/A |
| Sydney M Katz | VICE PRESIDENT | $0 | $0 | N/A |
| Sarah B Katz | VICE PRESIDENT | $0 | $0 | N/A |
Total Giving
$309K
Total Assets
$4.8M
Fair Market Value
$5.7M
Net Worth
$4.8M
Grants Paid
$278K
Contributions
N/A
Net Investment Income
$275K
Distribution Amount
$266K
Total: $4.7M
Total Grants
38
Total Giving
$1.1M
Average Grant
$29K
Median Grant
$11K
Unique Recipients
11
Most Common Grant
$5K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Earth JusticeGENERAL FUNDING | San Francisco, CA | $85K | 2023 |
| ExploratoriumGENERAL FUNDING | San Francisco, CA | $75K | 2023 |
| National Park Conservation Association (Npca)GENERAL FUNDING | Washington, DC | $30K | 2023 |
| Tidelines InstituteGENERAL FUNDING | Gustavus, AK | $25K | 2023 |
| LifemovesGENERAL FUNDING | Menlo Park, CA | $20K | 2023 |
| Second HarvestGENERAL FUNDING | Chicago, IL | $15K | 2023 |
| Stanford UniversityGENERAL FUNDING | Stanford, CA | $12K | 2023 |
| East Palo Alto Academy FoundationGENERAL FUNDING | Palo Alto, CA | $5K | 2023 |
| Organization For Tropical StudiesGENERAL FUNDING | Durham, NC | $5K | 2023 |
| World Wildlife FundGENERAL FUNDING | Washington, DC | $5K | 2023 |
| Deschutes River AllianceGENERAL FUNDING | Portland, OR | $1K | 2023 |
MENLO PARK, CA
LOS ANGELES, CA
PALO ALTO, CA