Funder DirectoryJEROLD B KATZ FOUNDATION
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Private foundation (trust)EIN 742164970Est. 1981-03

JEROLD B KATZ FOUNDATION

HOUSTON, TX 77057

Accepts unsolicited proposals

Total Assets

$470.1M

FY 2023

Annual Giving

$18.0M

FY 2023

Grants Made

13

FY 2023

Avg Grant

$1.4M

FY 2023

Grant Range

$25K–$6.5M

Typical

Deadlines

Open / rolling

Applications

Financial Snapshot

2023 filing

Total Revenue

$29.8M

Total Expenses

$20.1M

Qualifying Distributions

$18.0M

Distributable Amount

$21.7M

Min. Investment Return

$22.1M

Undistributed Income

$21.1M

Payout rate 83%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.83%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

13 grants

Grant sizes from minimum $25K through median $580K to maximum $6.5M, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2019 to 2023. Peak $18.0M in 2023. Hover bars for details.

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

Top Recipients

43 grants

THE METHODIST HOSPITAL
$20.0M
4 grants
THE KINKAID SCHOOL
$10M
2 grants
NYU LANGONE HEALTH
$4.1M
2 grants
CONGREGATION EMANU EL
$3.0M
3 grants
THE NIGHTINGALE-BAMFORD SCHOOL
$2.2M
3 grants
TEXAS CHILDREN'S HOSPITAL
$1.6M
2 grants
THE UNIVERSITY OF OKLAHOMA FOUNDATION INC
$1M
1 grant
HOUSTON ZOO
$1M
1 grant

Grant Size Distribution

43 grants

<$10K
$10–50K
10
grants
$50–250K
14
grants
$250K–1M
9
grants
$1–5M
8
grants
$5M+
2
grants

Geographic Focus

4 states

Texas
$39.6M
82% of total
New York
$7.3M
15% of total
Oklahoma
$1M
2% of total
California
$100K
0% of total

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JEROLD B KATZ FOUNDATION — Grants, Financials & Contact | Grantivo