Jerry N & Linda J Katz Foundation
- Assets
- $1.5m
- Revenue
- $106.3k
- Investments
- $0.0
- Employees
- 0
- Location
- Tarzana, CA
- Founding
- 12/2015
- Data as of
- 12/2021
- EIN
- 47-2595304
Organization Overview
Jerry N & Linda J Katz Foundation is located in Tarzana, CA. The organization was established in 2015. According to its NTEE Classification (T90) the organization is classified as: Named Trusts N.E.C., 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. Jerry N & Linda J Katz 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 12/2021, Jerry N & Linda J Katz Foundation generated $106.3k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (23.1%) each year. All expenses for the organization totaled $31.8k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Jerry N & Linda J Katz Foundation has awarded 31 individual grants totaling $136,660. 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.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
PROGRAMS TO HOUSE & CARE FOR HOMELESS, AND THOSE NEEDING RENTAL ASSISTANCE
END OF LIFE HOSPICE SUPPORT TO LIGHTBRIDGE HOSPICE FOUNDATION FOR NEEDS OF TERMINALLY ILL PERSONS AS DETERMINED BY THE NON-PROFIT.
SCHOLARSHIPS & EDUCATIONAL PROGRAMS OF THE ZETA BETA TAU FOUNDATION SERVING UNDERGRADUATE & ALUMNI AS DETERMINED BY THE NON-PROFIT.
VETERAN HOUSING SUPPORTED BY HOMES4FAMILIES WHO MEET CERTAIN CRITERIA AS REQUIRED BY THE NON-PROFIT.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jerry Katz Chairman | 1 | $0 | |
Linda Katz Vice-Chair | 1 | $0 | |
Jeffrey Katz Director | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $16,000 |
| Interest on Savings | $1 |
| Dividends & Interest | $18,754 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $71,199 |
| Capital Gain Net Income | $71,199 |
| Net ST Capital Gain | $18,975 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $358 |
| Total Revenue | $106,312 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $2,497 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $1,125 |
| Total operating and administrative expenses | $18,757 |
| Contributions, gifts, grants paid | $13,025 |
| Total expenses and disbursements | $31,782 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $1,523,971 |
| 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 | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,523,971 |
| Accounts payable and accrued expenses | $3,750 |
| 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 | $3,750 |
Grants Awarded
Over the last fiscal year, Jerry N & Linda J Katz Foundation has awarded $13,025 in support to 6 organizations.
| Grant Recipient | Amount |
|---|---|
HOMES4FAMILIES PURPOSE: VETERAN HOUSING | $6,200 |
San Diego, CA PURPOSE: END OF LIFE HOSPICE SUPPORT PROGRAMS | $2,575 |
Indianapolis, IN PURPOSE: EDUCATIONAL / SCHOLARSHIPS | $2,500 |
Thousand Oaks, CA PURPOSE: HOMELESS PROGRAM | $1,000 |
HILLELS OF GEORGIA PURPOSE: EDUCATIONAL SCHOLARSHIPS | $500 |
BETA GAMMA SIGMA PURPOSE: EDUCATIONAL LEADERSHIP PROGRAMS | $250 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Stephen M Silberstein Foundation Belvedere, CA | $79,901,221 | $6,376,686 |
Wholesale Beer Distributors Industry Trust Pleasanton, CA | $3,898,810 | $9,106,079 |
Tw Ld Mceachearn Las Vegas, NV | $148,667,574 | $29,051,713 |
Georgia A Lynch Trust Phoenix, AZ | $748,550 | $1,825,283 |
Rea Charitable Trust Las Vegas, NV | $108,024,869 | $14,015,969 |
Klm Foundation Los Angeles, CA | $0 | $8,859,147 |
Nobbs Family Foundation San Diego, CA | $61,708,862 | $4,055,115 |
P F Bresee Foundation Los Angeles, CA | $3,574,521 | $4,338,707 |
Carrico Family Foundation Medford, OR | $33,120,720 | $4,067,868 |
Hitz Foundation Palo Alto, CA | $70,645,117 | $12,925,863 |
Borina Foundation Burlingame, CA | $0 | $77,406 |
William A Badger Foundation 80108800 Las Vegas, NV | $45,476,386 | $5,276,997 |