Helen Katz Charitable Trust 505029000002
EIN 336366418 Private Foundation
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2018–2023
$317K
15 grants · $53K avg/year
based on 6 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$22K
typical small grants · $20K–$22K
grant size
75%
deep partner · 3/4 multi-year
repeat
$1.4M
Assets (2023)
4
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(502) 569-5883
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | $65K | $1.2M | $141K | 3 |
| 2019 | N/A | $1.4M | $120K | N/A |
| 2020 | $60K | $1.5M | $86K | 3 |
| 2021 | $60K | $1.6M | $287K | 3 |
| 2022 | $65K | $1.2M | $17K | 3 |
| 2023 | $67K | $1.4M | $44K | 3 |
Grant Size Distribution
Based on 15 grants on record
Minimum
$20K
25th Pctl
$20K
Median
$22K
Average
$21K
75th Pctl
$22K
Maximum
$22K
Geographic Distribution
Officers & Directors
NC
New Covenant Trust Company
4 yrs
Trustee
NC
New Covenant Trust Company
4 yrs
Trustee
NC
New Covenant Trust Company
4 yrs
Trustee
NC
New Covenant Trust Company
4 yrs
Trustee
TA
Trust Company N a
Trustee
NC
New Covenant Trust Co
Trustee
Grants Awarded (15 total)
| Purpose | ||||
|---|---|---|---|---|
| American Center for Law and Justice-Dist | Washington, DC | $22,199 | GENERAL PURPOSES | 2023 |
| Alliance Defending Freedom | Scottsdale, AZ | $22,199 | GENERAL PURPOSES | 2023 |
| D James Kennedy Ministries | Fort Lauderdale, FL | $22,199 | GENERAL PURPOSES | 2023 |
| American Center for Law and | Washington, DC | $21,788 | GENERAL PURPOSES | 2018 |
| Alliance Defending Freedom | Scottsdale, AZ | $21,788 | GENERAL PURPOSES | 2018 |
| D James Kennedy Ministries | Fort Lauderdale, FL | $21,788 | GENERAL PURPOSES | 2018 |
| D James Kennedy Ministries | Fort Lauderdale, FL | $21,673 | GENERAL PURPOSES | 2022 |
| American Center for Law and Justice-Dist | Washington, DC | $21,672 | GENERAL PURPOSES | 2022 |
| Alliance Defending Freedom | Scottsdale, AZ | $21,672 | GENERAL PURPOSES | 2022 |
| American Center for Law and Justice-Dist | Washington, DC | $20,068 | GENERAL PURPOSES | 2021 |
| Alliance Defending Freedom | Scottsdale, AZ | $20,068 | GENERAL PURPOSES | 2021 |
| D James Kennedy Ministries | Fort Lauderdale, FL | $20,068 | GENERAL PURPOSES | 2021 |
| American Center for Law and Justice-Dist | Washington, DC | $20,038 | GENERAL PURPOSES | 2020 |
| Alliance Defending Freedom | Scottsdale, AZ | $20,038 | GENERAL PURPOSES | 2020 |
| D James Kennedy Ministries | Fort Lauderdale, FL | $20,038 | GENERAL PURPOSES | 2020 |
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