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  4. The Charles and Roberta Katz Family Foundation
EIN 91-2001806

The Charles and Roberta Katz Family Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Palo Alto
State
California
Year formed
2000
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The Charles and Roberta Katz Family Foundation is a private foundation located in Palo Alto, CA. It primarily funds general funding and made nine grants last year to grantees such as Earth Justice and others.
Total revenues
$296,394
2023
Total expenses
$308,641
2023
Total assets
$4,810,609
2023
Num. employees
0
2023

Grants made by The Charles and Roberta Katz Family Foundation

GranteeGrant descriptionAmount
The ExploratoriumGeneral Funding$75,000
Tidelines InstituteGeneral Funding$25,000
LifemovesGeneral Funding$20,000
...and 4 more grants made

Personnel at The Charles and Roberta Katz Family Foundation

NameTitleCompensation
Roberta R KatzOfficer$0

Financials for The Charles and Roberta Katz Family Foundation

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$112,518
Net rental income$0
Net gain from sale of non-inventory assets$183,876
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$296,394

Form 990s for The Charles and Roberta Katz Family Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-06990PFView PDF
2022-122023-05-15990PFView PDF
2021-122022-05-16990PFView PDF
2020-122021-05-12990PFView PDF
2019-122020-08-21990PRView PDF
...and 8 more Form 990s
Data update history
July 10, 2024
Used new vendors
Identified 1 new vendor, including
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
August 7, 2023
Posted financials
Added Form 990PF for fiscal year 2020
July 21, 2023
Posted financials
Added Form 990PF for fiscal year 2022
August 20, 2021
Posted financials
Added Form 990R for fiscal year 2019
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
PO Box 411
Palo Alto, CA 94302
Metro area
San Jose-Sunnyvale-Santa Clara, CA
County
Santa Clara County, CA
Phone
(650) 323-9893
IRS details
EIN
91-2001806
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2000
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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