Katz Family Foundation
- Assets
- $2.0m
- Revenue
- $6.5k
- Investments
- $242.0k
- Employees
- 0
- Location
- Mill Valley, CA
- Founding
- 05/1987
- Data as of
- 11/2022
- EIN
- 04-2947276
Organization Overview
Katz Family Foundation is located in Mill Valley, CA. The organization was established in 1987. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Katz Family Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 11/2022, Katz Family Foundation generated $6.5k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (24.4%) each year. All expenses for the organization totaled $17.8k during the year ending 11/2022. As we would expect to see with falling revenues, expenses have declined by (22.7%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Katz Family Foundation has awarded 139 individual grants totaling $614,500. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Bruce Katz Trustee - Thru June 2022 | 1 | $0 | |
Roger Katz Trustee | 1 | $0 | |
Julie Katz Trustee | 1 | $0 | |
Dagmar Katz Trustee | 1 | $0 | |
Claudia Stroud Treasurer | 0.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $2,011 |
| Dividends & Interest | $738 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $3,782 |
| Total Revenue | $6,531 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $450 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $66 |
| Other expenses | $210 |
| Total operating and administrative expenses | $12,176 |
| Contributions, gifts, grants paid | $5,600 |
| Total expenses and disbursements | $17,776 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $19,487 |
| Savings and temporary cash investments | $1,768,727 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $241,981 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,030,195 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Katz Family Foundation has awarded $5,600 in support to 7 organizations.
| Grant Recipient | Amount |
|---|---|
FRIENDS OF THE MILL VALLEY LIBRARY PURPOSE: GENERAL PURPOSE | $1,000 |
KQED INC PURPOSE: GENERAL PURPOSE | $500 |
142 THROCKMORTON THEATER PURPOSE: GENERAL PURPOSE | $2,500 |
FOUNDATION FOR METROWEST PURPOSE: GENERAL PURPOSE | $500 |
RESTORE THE NORTH WOODS INC PURPOSE: GENERAL PURPOSE | $500 |
THE SALVATION ARMY PURPOSE: GENERAL PURPOSE | $100 |