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Helen Katz Charitable Trust is a private trust based in JEFFERSONVILLE, IN. The foundation received its IRS ruling in 2008. The principal officer is New Covenant Trust Company Na. It holds total assets of $1.3M. Annual income is reported at $142K. 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 2018 to 2023. The foundation primarily funds organizations in District of Columbia, Arizona and Florida. According to available records, Helen Katz Charitable Trust has made 15 grants totaling $317K, with a median grant of $22K. The foundation has distributed between $60K and $130K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $130K distributed across 6 grants. Individual grants have ranged from $20K to $22K, with an average award of $21K. The foundation has supported 3 unique organizations. Grants have been distributed to organizations in Florida and District of Columbia and Arizona. Contributions to this foundation are tax-deductible.
Smallest Grant
$20K
Median Grant
$20K
Average Grant
$20K
Largest Grant
$20K
Based on 3 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.
Helen Katz Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 15 grants. Its grantmaking reaches organizations primarily in FL, DC, AZ.
Helen Katz Charitable Trust has distributed a total of $317K across 15 grants. The median grant size is $22K, with an average of $21K. Individual grants have ranged from $20K to $22K.
Helen Katz Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Helen Katz Charitable Trust is headquartered in JEFFERSONVILLE, IN. While based in IN, the foundation distributes grants to organizations across 3 states.
Officer and trustee information is not yet available for this foundation. This data is typically reported in Part VIII of the 990-PF filing.
Total Giving
$83K
Total Assets
$1.3M
Fair Market Value
$1.4M
Net Worth
$1.3M
Grants Paid
$67K
Contributions
N/A
Net Investment Income
$24K
Distribution Amount
$65K
Total Grants
15
Total Giving
$317K
Average Grant
$21K
Median Grant
$22K
Unique Recipients
3
Most Common Grant
$22K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| American Center For Law And Justice-DistGENERAL PURPOSES | Washington, DC | $22K | 2023 |
| D James Kennedy MinistriesGENERAL PURPOSES | Fort Lauderdale, FL | $22K | 2023 |
| Alliance Defending FreedomGENERAL PURPOSES | Scottsdale, AZ | $22K | 2023 |
INDIANAPOLIS, IN
INDIANAPOLIS, IN
MERRILLVILLE, IN