Jerold B Katz Foundation
- Assets
- $0.0
- Revenue
- $37.5m
- Investments
- $162.2m
- Employees
- 0
- Location
- Houston, TX
- Founding
- 03/1981
- Data as of
- 11/2020
- EIN
- 74-2164970
Organization Overview
Jerold B Katz Foundation is located in Houston, TX. The organization was established in 1981. 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. Jerold B 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.
Since 2020, Jerold B Katz Foundation has awarded 11 individual grants totaling $6,650,333. 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 |
|---|---|---|---|
Lissy Katz Bank Trustee | 1 | $0 | |
Nicolas Garcia Secretary/treasurer | 5 | $0 | |
Evan H Katz President/trustee | 5 | $0 | |
Duncan Lamme Vice President | 5 | $0 | |
Michael Helfer Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $29,764,684 |
| Interest on Savings | $56,028 |
| Dividends & Interest | $4,573,235 |
| Profit on Inventory Sales | $0 |
| Other Income | $56,325 |
| Total Revenue | $37,526,460 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Pension plans, employee benefits | $0 |
| Depreciation | $486 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Total operating and administrative expenses | $228,703 |
| Contributions, gifts, grants paid | $6,650,333 |
| Total expenses and disbursements | $6,879,036 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $339,853 |
| Investments—mortgage loans | $0 |
| Investments—other | $13,461,191 |
| Other assets | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
Grants Awarded
Over the last fiscal year, Jerold B Katz Foundation has awarded $6,650,333 in support to 11 organizations.
| Grant Recipient | Amount |
|---|---|
Houston, TX PURPOSE: 2020 - MULTIPLE PAYMENTS FOR 21M METHODIST GIFT | $4,513,333 |
Copperas Cove, TX PURPOSE: 2020 DONATION | $750,000 |
New York, NY PURPOSE: SUPPORT PROGRAMS FOR THE DEPARTMENT OF PEDIATRICS | $600,000 |
New York, NY PURPOSE: 2020 DONATION | $250,000 |
Brooklyn, NY PURPOSE: MAKK RELIEF FUND & ANNUAL CONTRIBUTION | $125,000 |
HARRIS COUNTY HOSPITAL DISTRICT FDN PURPOSE: 2020 DONATION | $100,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Penner Family Foundation Bentonville, AR | $146,107,822 | $15,983,833 |
Scharbauer Foundation Inc Midland, TX | $271,051,602 | $69,061,413 |
Wildcat Foundation Fort Worth, TX | $836,895 | $18,132,970 |
A Earl & Frances E Ziegler Foundation Norman, OK | $1,886,858 | $25,634,422 |
Eugene Mcdermott Foundation Dallas, TX | $220,528,387 | $97,884,779 |
Henderson-Wessendorff Foundation Richmond, TX | $228,160,288 | $17,605,762 |
Walter E Heller Foundation Dallas, TX | $0 | $637,126 |
Carl & Marilynn Thoma Foundation Dallas, TX | $0 | $929,287 |
Beloved In Christ Foundation Austin, TX | $172,986,617 | $3,113,726 |
The Kathryn H Craig Stephen Dudley Heard And Lillie D Heard Memorial Dallas, TX | $1,384 | -$449,918 |
Carroll Petrie Foundation Santa Fe, NM | $306,631,944 | $55,176,464 |
Hamill Foundation Houston, TX | $203,029,849 | $39,782,936 |