Amelia And Joshua Katzen Family Foundation Inc
- Assets
- $6.0m
- Revenue
- $1.1m
- Investments
- $5.8m
- Employees
- 0
- Location
- Newton, MA
- Founding
- 09/2011
- Data as of
- 12/2021
- EIN
- 45-2366147
Organization Overview
Amelia And Joshua Katzen Family Foundation Inc is located in Newton, MA. The organization was established in 2011. According to its NTEE Classification (T12) the organization is classified as: Fund Raising & Fund Distribution, 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. Amelia And Joshua Katzen Family Foundation Inc 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 12/2021, Amelia And Joshua Katzen Family Foundation Inc generated $1.1m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 18.9% each year . All expenses for the organization totaled $50.7k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2017, Amelia And Joshua Katzen Family Foundation Inc has awarded 21 individual grants totaling $818,085. 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 |
|---|---|---|---|
Amelia Katzen Trustee | 2.5 | $0 | |
Joshua Katzen Trustee | 2.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $550,498 |
| Interest on Savings | $0 |
| Dividends & Interest | $291,884 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $160,441 |
| Capital Gain Net Income | $160,441 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $78,956 |
| Total Revenue | $1,081,779 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $1,890 |
| Taxes | $6,000 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $11,016 |
| Total operating and administrative expenses | $24,776 |
| Contributions, gifts, grants paid | $25,890 |
| Total expenses and disbursements | $50,666 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $125,974 |
| Savings and temporary cash investments | $14,548 |
| 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 | $5,870 |
| Investments—other | $2,530,499 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $100,000 |
| Total assets | $6,032,604 |
| 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, Amelia And Joshua Katzen Family Foundation Inc has awarded $25,890 in support to 6 organizations.
| Grant Recipient | Amount |
|---|---|
JNS - BOARD MEETINGS AND RELATED TRAVEL PURPOSE: TRUSTEES OF THE FOUNDATION ARE MEMBERS OF THE BOARD OF DIRECTORS OF THE CHARITY, ALL EXPENSES RELATED TO AIDING & SUPPORTING THE CHARITABLE ORGANIZATIONS GOALSTHE CHARITABLE ORGANIZATIONS GOALS | $13,223 |
REPORT INC PURPOSE: CASH DONATION | $5,000 |
Boston, MA PURPOSE: CASH DONATION - GENERAL FUND | $5,000 |
JOHN PAYNE MUSIC CENTER PURPOSE: TRUSTEE OF THE FOUNDATION ARE THE COO OF THE CHARITY, ALL EXPENSES RELATED TO AIDING & SUPPORTING THE CHARITABLE ORGANIZATIONS GOALS | $1,000 |
WILLIW & CELIA TRUMP SYNAGOGUE PURPOSE: CASH DONATION | $1,000 |
NCSEJ - BOARD MEETING AND RELATED TRAVEL PURPOSE: TRUSTEES OF THE FOUNDATION ARE MEMBERS OF THE BOARD OF DIRECTORS OF THE CHARITY, ALL EXPENSES RELATED TO AIDING & SUPPORTING THE CHARITABLE ORGANIZATIONS GOALSTHE CHARITABLE ORGANIZATIONS GOALS | $667 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Clara Lionel Foundation New York, NY | $44,086,810 | $23,596,509 |
Visionspring New York, NY | $15,269,850 | $12,679,680 |
America Gives Inc New York, NY | $1,069,288 | $7,827,978 |
Foundations In Education Inc Bridgeport, CT | $36,181,181 | $11,526,982 |
Grant Recommendation Fund Spring Valley, NY | $460,055 | $4,767,095 |
The Catherine Jefferson Foundation Darien, CT | $18,987,801 | $13,741,460 |
Bikoff Foundation Whitestone, NY | $65,723,002 | $14,790,071 |
Giving Tuesday Inc Brooklyn, NY | $1,987,227 | $3,527,479 |
The Meringoff Family Foundation Inc New York, NY | $455,360 | $3,000,005 |
Island Outreach Foundation Inc Center Moriches, NY | $19,989,596 | $2,168,344 |
University Of The Andes Foundation Inc New York, NY | $11,245,685 | $2,158,813 |
Goodman-Lipman Family Foundation Inc Larchmont, NY | $13,467,092 | $1,080,767 |