Private Foundation

KATZ CHERTOK FAMILY FOUNDATION C/O BAK ADVISORS INC

KATZ CHERTOK FAMILY FOUNDATION C/O BAK ADVISORS INC, of YARDLEY, PA, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2025 filing shows $59K in revenue, $126K in expenses, $1.7M in total assets. IRS filings disclose 105 grants awarded by this foundation, totaling roughly $846K.

EIN: 472580517 YARDLEY, PA Latest filing: 2025
Total Revenue$59K
Total Expenses$126K
Total Assets$1.7M
Grants Given105
Grant Total$846K
Filing Years2021–2025

Sample Grants Given

CHABAD OF BUCKS COUNTY
NEWTOWN, PA · 2025
AN UNRESTRICTED GRANT TO FURTHER THE FOUNDATIONS EXEMPT PURPOSE.
$37,800
JCC OF CENTRAL JERSEY
SCOTCH PLAINS, NJ · 2025
AN UNRESTRICTED GRANT TO FURTHER THE FOUNDATIONS EXEMPT PURPOSE.
$36,000
JEWISH FED OF GREATER PHILADEPLHIA
PHILADELPHIA, PA · 2025
AN UNRESTRICTED GRANT TO FURTHER THE FOUNDATIONS EXEMPT PURPOSE.
$10,000
AMERICAN RED CROSS
BOONE, IA · 2025
AN UNRESTRICTED GRANT TO FURTHER THR FOUNDATIONS EXEMPT PURPOSE
$10,000
UNITED WAY OF LA
LOS ANGELES, CA · 2025
AN UNRESTRICTED GRANT TO FURTHER THE FOUNDATIONS EXEMPT PURPOSE
$10,000

Showing up to 5 of 105 total records — full history available with membership.

Officers & Directors

TRUSTEE Bernard Katz
TRUSTEE Jonathan M Gross
TRUSTEE Marjorie Chertok

Officer compensation and complete director data available with membership.

Top Grant Purposes

AN UNRESTRICTED GRANT TO FURTHER THE FOUNDATIONS EXEMPT PURPOSE.
$540,775 60 grants
AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE
$213,680 14 grants
AN UNRESTRICTED GRANT TO FURTHER THE FOUNDATIONS EXEMPT PURPOSE
$57,675 17 grants
AN UNRESTRICTED GRANT TO FURTHER THR FOUNDATIONS EXEMPT PURPOSE
$10,500 2 grants
AN UNRESTICTED GRANT TO FURTHER THE FOUNDATIONS EXEMPT PURPOSE.
$8,000 5 grants

Financial Trends

Year Revenue Expenses Assets
2025 $59K $126K $1.7M
2024 $-45K $149K $1.8M
2023 $17K $130K $2.1M
2022 $57K $99K $2.1M
2021 $358K $94K $2.2M

Between 2021 and 2025, reported annual revenue declined from $358K to $59K (-83%), with total assets most recently reported at $1.7M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA, CT, DC, FL, IA, IL, and 4 other states.

CACTDCFLIAILMAMDNJNY

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for KATZ CHERTOK FAMILY FOUNDATION C/O BAK ADVISORS INC

Complete financials, all 105 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

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