Kataly Foundation
- Assets
- $301.4m
- Revenue
- $12.8m
- Investments
- $0.0
- Employees
- 0
- Location
- San Francisco, CA
- Founding
- 08/2019
- Data as of
- 12/2023
- EIN
- 83-2592980
Organization Overview
Kataly Foundation is located in San Francisco, CA. The organization was established in 2019. According to its NTEE Classification (T11) the organization is classified as: Single Organization Support, 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. Kataly 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 12/2023, Kataly Foundation generated $12.8m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (6.2%) each year. All expenses for the organization totaled $58.2m during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Kataly Foundation has awarded 14 individual grants totaling $237,685,484. 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 |
|---|---|---|---|
Regan Pritzker Director And Chairperson | 2.5 | $0 | |
Christopher Olin Director And President | 2.5 | $0 | |
Susan S Pritzker Director | 0.25 | $0 | |
Nwamaka Agbo Chief Executive Officer | 40 | $442,198 | |
Joleen Ruffin Chief Financial Officer | 40 | $274,830 | |
Lynne M Hoey Chief Investment Officer | 40 | $263,903 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Piece By Piece Strategies Llc | 12/30/23 | $200,000 |
Barrie Gross Consulting | 12/30/23 | $106,756 |
Asset Consulting Group Inc | 12/30/23 | $100,000 |
Lawrence Yang | 12/30/23 | $92,425 |
Nixon Peabody Llp | 12/30/23 | $74,375 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $15,844,364 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$3,045,458 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $12,798,906 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $980,931 |
| Other employee salaries and wages | $1,271,289 |
| Pension plans, employee benefits | $782,230 |
| Interest | $0 |
| Taxes | $355,081 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $492,491 |
| Total operating and administrative expenses | $5,141,354 |
| Contributions, gifts, grants paid | $53,092,700 |
| Total expenses and disbursements | $58,234,054 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $299,933,246 |
| Net Accounts receivable | $1,416,473 |
| 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 | $98,165 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $301,447,884 |
| Accounts payable and accrued expenses | $105,731 |
| Grants payable | $7,061,800 |
| 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 | $7,167,531 |
Grants Awarded
Over the last fiscal year, Kataly Foundation has awarded $76,592,700 in support to 5 organizations.
| Grant Recipient | Amount |
|---|---|
POSSIBILITY LABS PURPOSE: CHARITABLE ACTIVITIES | $10,000,000 |
IMPACTASSETS INC PURPOSE: CHARITABLE ACTIVITIES | $58,500,000 |
AMALGAMATED CHARITABLE FOUNDATION PURPOSE: CHARITABLE ACTIVITIES | $1,030,900 |
IMPACTASSETS INC PURPOSE: CHARITABLE ACTIVITIES | $5,000,000 |
AMALGAMATED CHARITABLE FOUNDATION PURPOSE: CHARITABLE ACTIVITIES | $2,061,800 |