THE AMELIA AND JOSHUA KATZEN FAMILY
https://N/ATotal Given 2016–2024
$1.4M
30 grants · $151K avg/year
based on 9 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$7K
typical small grants · $2K–$49K
grant size
24%
balanced · 5/21 multi-year
repeat
$5.5M
Assets · 2020
21
Distinct recipients
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
JOSHUA KATZEN
Phone
6176505552
Deadlines
N/A
How to Apply
WRITTEN REQUEST ARE PREFERRED
Restrictions
N/A
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $142K | $1.8M | $797K | 1 |
| 2017 | $312K | $4.0M | $2.2M | 2 |
| 2018 | $280K | $3.6M | $261K | 5 |
| 2020 | $200K | $5.5M | $1.1M | 8 |
| 2022 | $81K | $6.8M | $1.4M | 3 |
| 2023 | $142K | $8.1M | $1.3M | 5 |
| 2024 | $204K | $9.6M | $1,000K | 6 |
Grant Size Distribution
Based on 30 grants on record
Minimum
$250
25th Pctl
$2K
Median
$7K
Average
$45K
75th Pctl
$49K
Maximum
$306K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| AMELIA KATZEN | TRUSTEE | — |
| JOSHUA KATZEN | TRUSTEE | — |
Grants Awarded (30 total)
| Purpose | ||||
|---|---|---|---|---|
| FIDELITY CHARITABLE GIFT FUND | COVINGTON, KY | $306,000 | GENERAL FUND | 2017 |
| FIDELITY CHARITABLE GIFT FUND | COVINGTON, KY | $250,000 | GENERAL FUND | 2018 |
| UBS DONOR ADVISED FUND | NEWTON, MA | $151,212 | DONATION | 2020 |
| FIDELITY CHARITABLE GIFT FUND | COVINGTON, KY | $142,000 | GENERAL FUND | 2016 |
| UBS DONOR ADVISED FUND | NEWTON, MA | $100,000 | DONATION | 2024 |
| JNS - BOARD MEETINGS AND RELATED TRAVEL | NEWTON, MA | $82,851 | TRUSTEES OF THE FOUNDATION ARE MEMBERS OF THE BOARD OF DIRECTORS OF THE CHARITY, ALL EXPENSES RELATED TO AIDING... | 2023 |
| NCSEJ - BOARD MEETING AND RELATED TRAVEL | WASHINGTON, DC | $55,222 | TRUSTEES OF THE FOUNDATION ARE MEMBERS OF THE BOARD OF DIRECTORS OF THE CHARITY, ALL EXPENSES RELATED TO AIDING... | 2022 |
| JNS - BOARD MEETINGS AND RELATED TRAVEL | NEWTON, MA | $49,362 | TRUSTEES OF THE FOUNDATION ARE MEMBERS OF THE BOARD OF DIRECTORS OF THE CHARITY, ALL EXPENSES RELATED TO AIDING... | 2024 |
| JINSA - BOARD MEETINGS AND RELATED TRAVEL | WASHINGTON, DC | $47,676 | TRUSTEES OF THE FOUNDATION ARE MEMBERS OF THE BOARD OF DIRECTORS OF THE CHARITY, ALL EXPENSES RELATED TO AIDING... | 2024 |
| UBS DONOR ADVISED FUND | NEWTON, MA | $44,000 | DONATION | 2023 |
| JINSA - BOARD MEETINGS AND RELATED TRAVEL | WASHINGTON, DC | $33,536 | TRUSTEES OF THE FOUNDATION ARE MEMBERS OF THE BOARD OF DIRECTORS OF THE CHARITY, ALL EXPENSES RELATED TO AIDING... | 2020 |
| JNS - BOARD MEETINGS AND RELATED TRAVEL | NEWTON, MA | $24,424 | TRUSTEES OF THE FOUNDATION ARE MEMBERS OF THE BOARD OF DIRECTORS OF THE CHARITY, ALL EXPENSES RELATED TO AIDING... | 2022 |
| CONFERENCE OF PRESIDENTS - DIRECTORS MEETING EXPENSES | NEW YORK, NY | $14,811 | TRUSTEES OF THE FOUNDATION ARE COMMITTEE MEMBERS OF THE CHARITY, ALL EXPENSES RELATED TO AIDING & SUPPORTING THE... | 2018 |
| JINSA - BOARD MEETINGS AND RELATED TRAVEL | WASHINGTON, DC | $7,707 | TRUSTEES OF THE FOUNDATION ARE MEMBERS OF THE BOARD OF DIRECTORS OF THE CHARITY, ALL EXPENSES RELATED TO AIDING... | 2023 |
| JEWISH NEWS SERVICE - DIRECTORS MEETING EXPENSES | NEWTON, MA | $6,609 | TRUSTEE OF THE FOUNDATION ARE THE COO OF THE CHARITY, ALL EXPENSES RELATED TO AIDING & SUPPORTING THE CHARITABLE... | 2018 |
| CAMERA - COMMITTEE FOR ACCURACY IN ME REPORTING AND ANALYSIS BOARD MEETINGS | BRIGHTON, MA | $6,561 | TRUSTEES OF THE FOUNDATION ARE MEMBERS OF THE BOARD OF DIRECTORS OF THE CHARITY, ALL EXPENSES RELATED TO AIDING... | 2023 |
| ZIONIST ORGANIZATION OF AMERICA | NEW YORK, NY | $5,953 | GENERAL FUNDGENERAL FUND | 2017 |
| NCSEJ | WASHINGTON, DC | $5,195 | TRUSTEES OF THE FOUNDATION ARE MEMBERS OF THE BOARD OF DIRECTORS OF THE CHARITY, ALL EXPENSES RELATED TO AIDING... | 2018 |
| JINSA - CASH | WASHINGTON, DC | $5,000 | CASH - GENERAL FUND | 2020 |
| TIKVAH FUND | NEW YORK, NY | $5,000 | CASH DONATION - GENERAL FUND | 2020 |
| CAMERA - COMMITTEE FOR ACCURACY IN ME REPORTING AND ANALYSIS BOARD MEETINGS | BRIGHTON, MA | $4,993 | TRUSTEES OF THE FOUNDATION ARE MEMBERS OF THE BOARD OF DIRECTORS OF THE CHARITY, ALL EXPENSES RELATED TO AIDING... | 2024 |
| CAMERA - LK LECTURE EXPENSES | BRIGHTON, MA | $3,560 | TRUSTEES OF THE FOUNDATION ARE MEMBERS OF THE BOARD OF DIRECTORS OF THE CHARITY, ALL EXPENSES RELATED TO AIDING... | 2018 |
| HARVARD MUSICAL ASSOCIATION | BOSTON, MA | $2,500 | CASH DONATION - GENERAL FUND | 2020 |
| JOHN PAYNE MUSIC CENTER | BROOKLINE, MA | $1,500 | TRUSTEE OF THE FOUNDATION ARE THE COO OF THE CHARITY, ALL EXPENSES RELATED TO AIDING & SUPPORTING THE CHARITABLE... | 2020 |
| ERIC ELEAZAR LEVENSON FNDN FOR HOPE | WEST ORANGE, NJ | $1,069 | TRUSTEES OF THE FOUNDATION ARE MEMBERS OF THE BOARD OF DIRECTORS OF THE CHARITY, ALL EXPENSES RELATED TO AIDING... | 2020 |