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 2024 filing shows $-45K in revenue, $149K in expenses, $1.8M in total assets. IRS filings disclose 91 grants awarded by this foundation, totaling roughly $724K.

EIN: 472580517 YARDLEY, PA Latest filing: 2024

Total Revenue$-45K

Total Expenses$149K

Total Assets$1.8M

Grants Given91

Grant Total$724K

Filing Years2020–2024

Sample Grants Given

CHABAD OF BUCKS COUNTY

NEWTOWN, PA · 2024

AN UNRESTRICTED GRANT TO FURTHER THE FOUNDATIONS EXEMPT PURPOSE.

$80,000

JCC OF CENTRAL JERSEY

SCOTCH PLAINS, NJ · 2024

AN UNRESTRICTED GRANT TO FURTHER THE FOUNDATIONS EXEMPT PURPOSE.

$36,000

JAFCO

SUNRISE, FL · 2024

AN UNRESTRICTED GRANT TO FURTHER THE FOUNATIONS EXEMPT PURPOSE

$6,500

FIRST TEE

PHILADELPHIA, PA · 2024

AN UNRESTRICTED GRANT TO FURTHER THE FOUNDATIONS EXEMPT PURPOSE.

$4,800

ARTHRITIS FOUNDATION

WASHINGTON, DC · 2024

AN UNRESTRICTED GRANT TO FURTHER THE FOUNDATIONS EXEMPT PURPOSE

$4,300

Showing up to 5 of 91 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.

$451,975 56 grants

AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE

$213,680 14 grants

AN UNRESTRICTED GRANT TO FURTHER THE FOUNDATIONS EXEMPT PURPOSE

$34,300 9 grants

AN UNRESTICTED GRANT TO FURTHER THE FOUNDATIONS EXEMPT PURPOSE.

$8,000 5 grants

AN UNRESTRICTED GRANT TO FURTHER THE FOUNATIONS EXEMPT PURPOSE

$7,100 2 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$-45K	$149K	$1.8M
2023	$17K	$130K	$2.1M
2022	$57K	$99K	$2.1M
2021	$358K	$94K	$2.2M
2020	$355K	$63K	$1.9M

Between 2020 and 2024, reported annual revenue moved from $355K to $-45K, with total assets most recently reported at $1.8M.

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

Grant Geography

Grants from this foundation were reported to recipients in CT, DC, FL, IL, NJ, NY, and 2 other states.

CTDCFLILNJNYPATN

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

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