Harvey and Phyllis Katz Family
EIN 204389576Total Given 2016–2023
$132K
12 grants · $17K avg/year
based on 8 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$2K
typical micro grants · $800–$5K
grant size
29%
balanced · 2/7 multi-year
repeat
$40K
Assets (2023)
7
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(732) 870-1433
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $7K | $76K | $28 | 3 |
| 2017 | $101K | $74K | $100K | 2 |
| 2018 | $3K | $70K | $976 | 2 |
| 2020 | $8K | $54K | $0 | 1 |
| 2021 | $500 | $54K | $0 | 1 |
| 2022 | $2K | $52K | $0 | 1 |
| 2023 | $12K | $40K | $0 | 2 |
Grant Size Distribution
Based on 12 grants on record
Minimum
$500
25th Pctl
$800
Median
$2K
Average
$11K
75th Pctl
$5K
Maximum
$100K
Geographic Distribution
Officers & Directors
PK
Phyllis Katz
7+ yrs
Trustee
PK
Phyllis Katz
7+ yrs
Trustee
HK
Harvey Katz
6 yrs
Trustee
PK
Phyllis Katz
7+ yrs
Trustee
HK
Harvey Katz
6 yrs
Trustee
HK
Harvey Katz
6 yrs
Trustee
PK
Phyllis Katz
7+ yrs
Trustee
PK
Phyllis Katz
7+ yrs
Trustee
HK
Harvey Katz
6 yrs
Trustee
HK
Harvey Katz
6 yrs
Trustee
PK
Phyllis Katz
7+ yrs
Trustee
HK
Harvey Katz
6 yrs
Trustee
PK
Phyllis Katz
7+ yrs
Trustee
Grants Awarded (12 total)
| Purpose | ||||
|---|---|---|---|---|
| Chabad of the Shore | Long Branch, NJ | $100,000 | EDUCATIONAL SUPPORT | 2017 |
| Chabad of the Shore | Long Branch, NJ | $10,000 | GENERAL FUND USE | 2023 |
| Chabad of the Shore | Long Branch, NJ | $8,000 | EDUCATIONAL SUPPORT | 2020 |
| Chabad of the Shore | Long Branch, NJ | $4,000 | EDUCATIONAL SUPPORT | 2016 |
| Jewish Federation in the Heart of New Jersey | South River, NJ | $2,000 | GENERAL FUND USE | 2023 |
| Chabad Lubavitch of Westport | Westport, CT | $2,000 | EDUCATIONAL SUPPORT | 2016 |
| Chabad of the Shore | Long Branch, NJ | $1,800 | EDUCATIONAL SUPPORT | 2018 |
| Congregation Agudath Achim | Brooklyn, NY | $1,800 | GENERAL FUND USE | 2022 |
| Chabad Lubavitch of Sarasota | Sarasota, FL | $800 | EDUCATIONAL SUPPORT | 2018 |
| Chabad of Sarasota & Manatee Counties | Sarasota, FL | $800 | EDUCATIONAL SUPPORT | 2016 |
| Chabad Lubavitch of Westport | Westport, CT | $800 | EDUCATIONAL SUPPORT | 2017 |
| Crohn'S Colitis Foundation | New York, NY | $500 | RESEARCH SUPPORT | 2021 |