Funder DirectoryTHE CHARLES AND ROBERTA KATZ
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Private foundation (trust)EIN 912001806Est. 2000-11

THE CHARLES AND ROBERTA KATZ

PALO ALTO, CA 943020411

Total Assets

$5.7M

FY 2023

Annual Giving

$278K

FY 2023

Grants Made

11

FY 2023

Avg Grant

$25K

FY 2023

Grant Range

$1K–$85K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$296K

Total Expenses

$309K

Qualifying Distributions

$278K

Distributable Amount

$266K

Min. Investment Return

$270K

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.

Grant Range

11 grants

Grant sizes from minimum $1K through median $15K to maximum $85K, 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 2020 to 2023. Peak $280K in 2022. Hover bars for details.

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

Top Recipients

39 grants

EARTH JUSTICE
$320K
4 grants
EXPLORATORIUM
$300K
4 grants
STANFORD UNIVERSITY
$203K
4 grants
NATIONAL PARK CONSERVATION ASSOCIATION (NPCA)
$105K
4 grants
LIFEMOVES
$50K
4 grants
SECOND HARVEST
$38K
4 grants
TIDELINES INSTITUTE
$25K
1 grant
EAST PALO ALTO ACADEMY FOUNDATION
$20K
4 grants

Grant Size Distribution

39 grants

<$10K
20
grants
$10–50K
8
grants
$50–250K
11
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

6 states

California
$898K
82% of total
District of Columbia
$125K
11% of total
Illinois
$38K
3% of total
Alaska
$25K
2% of total
Oregon
$11K
1% of total
North Carolina
$5K
0% of total

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THE CHARLES AND ROBERTA KATZ — Grants, Financials & Contact | Grantivo