The Barry Katz and Sandra James Charitable

EIN 472458910 Private Foundation

Lake Success, NY 11042 |(800) 839-1754

Total Given 2016–2020
$219K
22 grants · $44K avg/year
based on 5 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$5K
typical small grants · $5K–$10K
grant size
80%
deep partner · 8/10 multi-year
repeat
$1.6M
Assets (2024)
10
Distinct Recipients

About

As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2019, the Foundation made distributions from assets from sources other than current income.Collectively, the distributions in excess of current income totaled $600,000. This amount represents 25% or more of the Foundation's net assets of $1,280,279 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2019. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a; each such grant was made solely for the charitable purpose specified therein.

Application Information

Accepts Unsolicited Proposals No. Preselected Only
Phone (800) 839-1754

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2016 $60K $1.3M $54K 6
2017 $50K $1.5M $68K 6
2018 $59K $1.3M $68K 9
2019 N/A $958K $128K N/A
2020 $50K $1.0M $40K 1
2022 N/A $1.1M $60K N/A
2023 N/A $1.3M $59K N/A
2024 N/A $1.6M $74K N/A

Grant Size Distribution

Based on 22 grants on record

Minimum
$4K
25th Pctl
$5K
Median
$5K
Average
$10K
75th Pctl
$10K
Maximum
$50K

Geographic Distribution

Officers & Directors

Grants Awarded (22 total)

Purpose
Skate Free Inc Miami, FL $50,000 Expenditure responsibility grant 2020
Osteogenesis Imperfecta Foundation Inc Gaithersburg, MD $25,000 General & Unrestricted 2016
Andy Sweet Photo Legacy Inc Miami Shores, FL $15,000 General & Unrestricted 2017
Andy Sweet Photo Legacy Inc Miami Shores, FL $10,000 General & Unrestricted 2018
Osteogenesis Imperfecta Foundation Inc Gaithersburg, MD $10,000 General & Unrestricted 2018
Skate Free Inc Miami, FL $10,000 Expenditure Responsibility Grant 2018
Curepsp Inc Timonium, MD $10,000 General & Unrestricted 2016
Greater Miami Jewish Federation Miami, FL $10,000 General & Unrestricted 2016
Greater Miami Jewish Federation Miami, FL $10,000 General & Unrestricted 2017
Osteogenesis Imperfecta Foundation Inc Gaithersburg, MD $10,000 General & Unrestricted 2017
Bnai Torah Congregation Boca Raton, FL $5,000 Charitable Event 2018
Curepsp Inc Lutherville, MD $5,000 General & Unrestricted 2018
Greater Miami Jewish Federation Miami, FL $5,000 General & Unrestricted 2018
Pancreatic Cancer Action Network Inc Manhattan Bch, CA $5,000 General & Unrestricted 2018
St Jude Childrens Research Hospital Inc Memphis, TN $5,000 General & Unrestricted 2018
Pancreatic Cancer Action Network Inc Manhattan Bch, CA $5,000 Miami Affiliate, Pancreatic Cancer Action Network 2016
Petsmart Charities Inc Phoenix, AZ $5,000 General & Unrestricted 2016
St Jude Childrens Research Hospital Inc Memphis, TN $5,000 General & Unrestricted 2016
Curepsp Inc Timonium, MD $5,000 General & Unrestricted 2017
Pancreatic Cancer Action Network Inc Manhattan Bch, CA $5,000 General & Unrestricted 2017
Petsmart Charities Inc Phoenix, AZ $5,000 General & Unrestricted 2017
Petsmart Charities Inc Phoenix, AZ $4,000 General & Unrestricted 2018

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