Private Foundation

THE CHARLES AND ROBERTA KATZ FAMILY FOUNDATION

Based in PALO ALTO, CA, THE CHARLES AND ROBERTA KATZ FAMILY FOUNDATION operates as a Private Foundation. The organization reported $508K in revenue, $324K in expenses, $5.1M in total assets for fiscal year 2025. Imperigo tracks 95 reported grants from this foundation totaling approximately $2.6M.

EIN: 912001806 PALO ALTO, CA Latest filing: 2025
Total Revenue$508K
Total Expenses$324K
Total Assets$5.1M
Grants Given95
Grant Total$2.6M
Filing Years2021–2025

Sample Grants Given

EARTH JUSTICE
SAN FRANCISCO, CA · 2025
GENERAL FUNDING
$85,000
EXPLORATORIUM
SAN FRANCISCO, CA · 2025
GENERAL FUNDING
$85,000
NATIONAL PARK CONSERVATION ASSOCIATION (NPCA)
WASHINGTON, DC · 2025
GENERAL FUNDING
$33,000
LIFEMOVES
MENLO PARK, CA · 2025
GENERAL FUNDING
$20,000
SECOND HARVEST
CHICAGO, IL · 2025
GENERAL FUNDING
$15,000

Showing up to 5 of 95 total records — full history available with membership.

Officers & Directors

PRESIDENT Charles J Katz Jr
FIRST VICE PRESIDENT / SECRETARY/TREASURER Roberta B Katz
VICE PRESIDENT Sarah B Katz
VICE PRESIDENT Sydney M Katz

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL FUNDING
$2,627,000 95 grants

Financial Trends

Year Revenue Expenses Assets
2025 $508K $324K $5.1M
2024 $412K $300K $4.9M
2023 $296K $309K $4.8M
2022 $519K $308K $4.8M
2021 $527K $283K $4.6M

Between 2021 and 2025, reported annual revenue declined from $527K to $508K (-4%), with total assets most recently reported at $5.1M.

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

Grant Geography

Grants from this foundation were reported to recipients in AK, CA, DC, IL, NC, NY, and 2 other states.

AKCADCILNCNYORWA

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

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