The Joseph Katz And Shirely Katz Charitable Trust
- Assets
- $483.4k
- Revenue
- $76.9k
- Investments
- $351.3k
- Employees
- 0
- Location
- Mineola, NY
- Founding
- 02/1996
- Data as of
- 11/2022
- EIN
- 11-3242441
Organization Overview
The Joseph Katz And Shirely Katz Charitable Trust is located in Mineola, NY. The organization was established in 1996. 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. Joseph Katz And Shirely Katz Charitable Trust 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, Joseph Katz And Shirely Katz Charitable Trust generated $76.9k in total revenue. This organization has experienced exceptional growth, as over the past 3 years, it has increased revenue by an average of 19.5% each year . All expenses for the organization totaled $80.8k during the year ending 11/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2021, Joseph Katz And Shirely Katz Charitable Trust has awarded 44 individual grants totaling $119,020. 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 |
|---|---|---|---|
Joseph Katz Trustee | 0 | $0 | |
Shirley Katz Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $8,252 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $68,693 |
| Capital Gain Net Income | $68,693 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $76,945 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $794 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $794 |
| Contributions, gifts, grants paid | $80,020 |
| Total expenses and disbursements | $80,814 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $132,164 |
| Savings and temporary cash investments | $0 |
| 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 | $200,984 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $483,444 |
| 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, The Joseph Katz And Shirely Katz Charitable Trust has awarded $80,020 in support to 18 organizations.
| Grant Recipient | Amount |
|---|---|
TORAH LIVE INC 2480 PURPOSE: CHARITABLE | $5,000 |
CAMP MOSHAVA PURPOSE: CHARITABLE | $5,000 |
EZER MITZION PURPOSE: CHARITABLE | $1,360 |
CENTRAL FUND OF ISRAEL PURPOSE: CHARITABLE | $280 |
CHASDEI EFRAT PURPOSE: CHARITABLE | $59,110 |
CHASDEI SIMCHA PURPOSE: CHARITABLE | $280 |