Open Foundations · Texas

Jerold B Katz Foundation

Houston, Texas · EIN 742164970. Its Form 990-PF says giving is not restricted to organizations picked in advance, which is how a private foundation files that it accepts unsolicited requests. It paid $18.0M across 13 grants in 2023, a median of $580K each.

All Texas foundations · All states

$18.0M
paid in 2023
13
grants paid
$580K
median grant
7%
to first-time recipients
$391.6M
assets on file

How to apply, as filed

Straight off Part XV of the return. Where the foundation left a line blank, this says so rather than guessing.

Send requests to
JEROLD B KATZ FOUNDATION
Address
5847 SAN FELIPE STREET STE 2375, HOUSTON, TX, 77057
Phone
7139537700
Email
Not stated in the filing
Form the request should take
THE FOUNDATION ACCEPTS APPLICATIONS IN ANY STANDARD FORMAT EXCEPT FOR SCHOLARSHIPS, WHICH MUST BE SUBMITTED USING THE CITIZENS' SCHOLARSHIP FOUNDATION OF AMERICA FORM. THE FOUNDATION NOTIFIES ALL ELIGIBLE APPLICANTS OF THE SCHOLARSHIP APPLICATION'S AVAILABILITY AND ACCESSIBILITY.
Submission deadline
N/A
Restrictions on awards
SCHOLARSHIPS GRANTED UNDER THE JEROLD B. KATZ SCHOLARSHIP PROGRAM ARE ADMINISTERED BY THE CITIZENS' SCHOLARSHIP FOUNDATION OF AMERICA. THESE SCHOLARSHIPS ARE AVAILABLE TO THE CHILDREN OF EMPLOYEES OF THE KATZ CONTROLLED GROUP.

As filed on the Form 990-PF for tax year 2023, IRS filing object id 202512309349100416. Printed word for word, including the entries that only say to see a website or an attachment.

What it funds, in its own words

The filing states only a general purpose, with nothing specific enough to pull out as recurring language.

Biggest grants in 2023

All 13 grants paid in 2023, with the purpose the foundation wrote for each.

#RecipientStateAmountPurpose as filed
1The Methodist HospitalTX$6,500,0002024 DONATION
2Nyu Langone HealthNY$3,500,0002024 DONATION
3The Nightingale-bamford SchoolNY$2,100,0002024 DONATION
4Congregation Emanu ElTX$2,000,0002024 DONATION
5Texas Children's HospitalTX$1,500,0002024 DONATION
6The Museum of Fine Arts HoustonTX$700,0002024 DONATION
7Houston Police FoundationTX$580,0002024 DONATION
8Ut Health Science CenterTX$500,0002024 DONATION
9Jewish Family ServiceTX$250,0002024 DONATION
10Graham WindhamNY$125,0002024 DONATION
11Moishe HouseCA$100,0002024 DONATION
12Riverdale Country School IncNY$100,0002024 DONATION
13Kid's MealsTX$25,0002024 DONATION

Giving by year, and who received it

Grants paid by year

Every year of this foundation's grants that Civly holds
Tax yearGrantsPaid
201911$6.7M
20218$13.3M
202211$10.2M
202313$18.0M

Where the money went

Share of 2023 grant dollars by recipient state
Texas62%
New York31%
California8%

Who decides

Officers, directors and trustees as filed, with the year of the return they appeared on.

Duncan LammeVICE PRESIDENT · 2023
Evan H KatzPRESIDENT/TRUSTEE · 2023
Lissy Katz BankTRUSTEE · 2023
Michael HelferTRUSTEE · 2023
Nicolas GarciaSECRETARY/TREASURER · 2023

Every figure on this page is that foundation's own latest filed year, which is 2022 or later. This foundation is listed because its Form 990-PF says it does not restrict giving to preselected organizations and it paid at least 5 grants totaling $100K or more that year. Latest-year grants and terms per foundation from IRS 990-PF e-file returns; the newest tax year is partial until the IRS finishes releasing it. Grants are de-duplicated on funder, year, recipient and amount, so identical repeat grants collapse into one and totals can run low. Full method.

Source: IRS Form 990-PF e-file releases (public domain). Analysis: Civly.

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