Funder DirectoryHELEN KATZ CHARITABLE TRUST 505029000002
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Private foundation (trust)EIN 336366418Est. 2008-03

HELEN KATZ CHARITABLE TRUST 505029000002

JEFFERSONVILLE, IN 47130

Total Assets

$1.4M

FY 2023

Annual Giving

$67K

FY 2023

Grants Made

3

FY 2023

Avg Grant

$22K

FY 2023

Grant Range

$22K–$22K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$44K

Total Expenses

$83K

Qualifying Distributions

$67K

Distributable Amount

$65K

Min. Investment Return

$65K

Undistributed Income

$65K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

6 years

Giving over time from 2018 to 2023. Peak $67K in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

18 grants

D JAMES KENNEDY MINISTRIES
$127K
6 grants
ALLIANCE DEFENDING FREEDOM
$127K
6 grants
AMERICAN CENTER FOR LAW AND JUSTICE-DIST
$106K
5 grants
AMERICAN CENTER FOR LAW AND
$22K
1 grant

Grant Size Distribution

18 grants

<$10K
$10–50K
18
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

3 states

Florida
$127K
33% of total
Arizona
$127K
33% of total
District of Columbia
$127K
33% of total

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HELEN KATZ CHARITABLE TRUST 505029000002 — Grants, Financials & Contact | Grantivo