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Also known as: C/O BAK ADVISORS INC
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Katz Chertok Family Foundation is a private corporation based in YARDLEY, PA. The foundation received its IRS ruling in 2015. The principal officer is Bernard Katz. It holds total assets of $1.7M. Annual income is reported at $59K. Total assets have grown from $484K in 2014 to $2.1M in 2023. The foundation is governed by 3 officers and trustees. 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 5 states, including Pennsylvania, New York, New Jersey. According to available records, Katz Chertok Family Foundation has made 55 grants totaling $471K, with a median grant of $3K. Annual giving has grown from $60K in 2020 to $127K in 2023. Grantmaking activity was highest in 2022 with $192K distributed across 18 grants. Individual grants have ranged from $500 to $36K, with an average award of $9K. The foundation has supported 26 unique organizations. The foundation primarily supports organizations in New Jersey, Pennsylvania, New York, which account for 76% of all grants. Grantmaking reaches organizations across 7 states. Contributions to this foundation are tax-deductible.
Katz Chertok Family Foundation reported 55 individual grants totaling $470,980 between 2020 and 2023 across its IRS Form 990-PF filings, with a median grant of $3,000. Half of those grants fell between $1,400 and $14,000. Its largest single grant in the record was $36,180. Its most recent available filing, for fiscal year 2023, reports $129,700 in total giving.
The largest share of grants went to organizations in PA (16 of 55), followed by NJ (14) and NY (12). In total the foundation's grantees span 7 states. Of its 26 distinct grantees, 35 percent received funding more than once, so repeat relationships are the exception rather than the norm. Its largest institutional recipients were Chabad Of Bucks County ($142,500), Chabad Of Palm Beach Gardens ($22,400) and St Jude Hospital ($15,000).
Computed from 55 individual grant records (2020–2023) in this foundation's IRS Form 990-PF Part XV filings, reaching 7 states. Source: IRS 990-PF.
Smallest Grant
$700
Median Grant
$5K
Average Grant
$11K
Largest Grant
$30K
Based on 9 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.
Katz Chertok Family Foundation is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 55 grants. Its grantmaking reaches organizations primarily in NJ, PA, NY.
Katz Chertok Family Foundation has distributed a total of $471K across 55 grants. The median grant size is $3K, with an average of $9K. Individual grants have ranged from $500 to $36K.
Katz Chertok Family Foundation typically selects its grantees rather than accepting unsolicited proposals.
Katz Chertok Family Foundation is headquartered in YARDLEY, PA. While based in PA, the foundation distributes grants to organizations across 7 states.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Bernard Katz | TRUSTEE | $0 | $0 | N/A |
| Marjorie Chertok | TRUSTEE | $0 | $0 | N/A |
| Jonathan M Gross | TRUSTEE | $0 | $0 | N/A |
Total Giving
$130K
Total Assets
$2.1M
Fair Market Value
$2.7M
Net Worth
$2M
Grants Paid
$127K
Contributions
N/A
Net Investment Income
$55K
Distribution Amount
$126K
Total: $2M
Total Grants
55
Total Giving
$471K
Average Grant
$9K
Median Grant
$3K
Unique Recipients
26
Most Common Grant
$1K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Giving HopeAN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | Whitehouse Station, NJ | $18K | 2023 |
| Friends Of VeteransAN UNRESTRICTED GRANT TO FURTHER THE FOUNDATIONS EXEMPT PURPOSE. | West Palm Beach, FL | $3K | 2020 |
| Chabad Of Bucks CountyAN UNRESTRICTED GRANT TO FURTHER THE FOUNDATIONS EXEMPT PURPOSE. | Newtown, PA | $30K | 2023 |
| Jcc Of Central JerseyAN UNRESTRICTED GRANT TO FURTHER THE FOUNDATIONS EXEMPT PURPOSE. | Scotch Plains, NJ | $24K | 2023 |
| Friends Of Israel Defense ForcesAN UNRESTRICTED GRANT TO FURTHER THE FOUNDATIONS EXEMPT PURPOSE | New York, NY | $18K | 2023 |
| Jewish Fed Of Greater PhiladeplhiaAN UNRESTRICTED GRANT TO FURTHER THE FOUNDATIONS EXEMPT PURPOSE. | Philadelphia, PA | $10K | 2023 |
| St Jude HospitalAN UNRESTRICTED GRANT TO FURTHER THE FOUNDATIONS EXEMPT PURPOSE. | Memphis, TN | $5K | 2023 |
| Ronald Mcdonald House CharitiesAN UNRESTRICTED GRANT TO FURTHER THE FOUNDATIONS EXEMPT PURPOSE | Chicago, IL | $5K | 2023 |
| 92nd Street YAN UNRESTRICTED GRANT TO FURTHER THE FOUNDATIONS EXEMPT PURPOSE. | New York, NY | $5K | 2023 |
| Experience CampsAN UNRESTRICTED GRANT TO FURTHER THE FOUNDATIONS XEMPT PURPOSE | Westport, CT | $3K | 2023 |
| First TeeAN UNRESTRICTED GRANT TO FURTHER THE FOUNDATIONS EXEMPT PURPOSE. | Philadelphia, PA | $3K | 2023 |
| JdrfAN UNRESTRICTED GRANT TO FURTHER THE FOUNDATIONS EXEMPT PURPOSE. | New York, NY | $3K | 2023 |
| Police Unity Tour Chapter 10AN UNRESTRICTED GRANT TO FURTHER THE FOUNDATIONS EXEMPT PURPOSE | Point Pleasant, NJ | $3K | 2023 |
| JafcoAN UNRESTRICTED GRANT TO FURTHER THE FOUNATIONS EXEMPT PURPOSE | Sunrise, FL | $600 | 2023 |
| Alzheimer FoundationAN UNRESTRICTED GRANT TO FURTHER THE FOUNDATIONS EXEMPT PURPOSE | Chicago, IL | $500 | 2023 |
| Karen DelissAN UNRESTRICTED GIFT TO FURTHER THE FOUNDATION EXEMPT PURPOSE | Lawrenceville, NJ | $500 | 2023 |
| Playhouse ArtistsAN UNRESTRICED GRANT TO FURTHER THE FOUNDATIONS EXEMPT PURPOSE | New Hope, PA | $500 | 2023 |
| Bucks County PlayhouseAN UNRESTRICTED GRANT TO FURTHER THE FOUNDATIONS EXEMPT PURPOSE | New Hope, PA | $500 | 2023 |
| Chabad Of Palm Beach GardensAN UNRESTRICTED GRANT TO FURTHER THE FOUNDATIONS EXEMPT PURPOSE. | Palm Beach Gardens, FL | $4K | 2022 |
| St Barnabas Medical Center FoundationAN UNRESTRICTED GRANT TO FURTHER THE FOUNDATIONS EXEMPT PURPOSE. | West Orange, NJ | $10K | 2021 |
| National Ms SocietyAN UNRESTRICTED GRANT TO FURTHER THE FOUNDATIONS EXEMPT PURPOSE. | New York, NY | $500 | 2021 |
| Mirasol FoundationAN UNRESTRICTED GRANT TO FURTHER THE FOUNDATIONS EXEMPT PURPOSE. | Palm Beach Gardens, FL | $3K | 2020 |