Nonprofit · EIN 91-2001806
CHARLES AND ROBERTA KATZ FAMILY FOUNDATION
Tax-exempt · PALO ALTO, CA 94302
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $507,682 | $323,537 | $184,145 | $5,096,829 | $0 | $5,096,829 |
| December 31, 2024 | 990-PF | $412,437 | $300,320 | $112,117 | $4,925,827 | $0 | $4,925,827 |
| December 31, 2023 | 990-PF | $296,394 | $308,641 | -$12,247 | $4,810,609 | $0 | $4,810,609 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $65,639
- Interest
- $76,209
- Net gain from sales of assets
- $365,834
Expenses
- Grants and similar amounts paid
- $290,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $290,000
- Excise tax on investment income
- $6,714
Balance sheet and other
- Total assets, start of year
- $4,925,827
- Total assets, end of year
- $5,096,829
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,096,829
- Fair market value of assets
- $6,662,784
- Qualifying distributions
- $290,000
- Net investment income
- $506,305
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES J KATZ JR 1178 HAMILTON AVE, PALO ALTO, CA 94301 | PRESIDENT | 0 | $0 |
| ROBERTA B KATZ 1178 HAMILTON AVE, PALO ALTO, CA 94301 | FIRST VICE PRESIDENT | 0 | $0 |
| SARAH B KATZ 1178 HAMILTON AVE, PALO ALTO, CA 94301 | VICE PRESIDENT | 0 | $0 |
| SYDNEY M KATZ 1178 HAMILTON AVE, PALO ALTO, CA 94301 | VICE PRESIDENT | 0 | $0 |
| ROBERTA B KATZ 1178 HAMILTON AVE, PALO ALTO, CA 94301 | SECRETARY/TREASURER | 0 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES J KATZ JR 1178 HAMILTON AVE, PALO ALTO, CA 94301 | PRESIDENT | 0 | $0 |
| ROBERTA B KATZ 1178 HAMILTON AVE, PALO ALTO, CA 94301 | FIRST VICE PRESIDENT | 0 | $0 |
| SARAH B KATZ 1178 HAMILTON AVE, PALO ALTO, CA 94301 | VICE PRESIDENT | 0 | $0 |
| SYDNEY M KATZ 1178 HAMILTON AVE, PALO ALTO, CA 94301 | VICE PRESIDENT | 0 | $0 |
| ROBERTA B KATZ 1178 HAMILTON AVE, PALO ALTO, CA 94301 | SECRETARY/TREASURER | 0 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES J KATZ JR 1178 HAMILTON AVE, PALO ALTO, CA 94301 | PRESIDENT | 0 | $0 |
| ROBERTA B KATZ 1178 HAMILTON AVE, PALO ALTO, CA 94301 | FIRST VICE PRESIDENT | 0 | $0 |
| SARAH B KATZ 1178 HAMILTON AVE, PALO ALTO, CA 94301 | VICE PRESIDENT | 0 | $0 |
| SYDNEY M KATZ 1178 HAMILTON AVE, PALO ALTO, CA 94301 | VICE PRESIDENT | 0 | $0 |
| ROBERTA B KATZ 1178 HAMILTON AVE, PALO ALTO, CA 94301 | SECRETARY/TREASURER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 411, PALO ALTO, CA 94302-0411
- In care of
- % CHARLES J KATZ JR
- Signed the 990-PF
- CHARLES KATZ, OFFICER
- Phone
- (650) 323-9893
- Return prepared by
- UNDERHILL MCLAUGHLIN HANSON LINDBLOM PC
California records
California keeps its own records of charities and corporations. Search them by EIN 91-2001806 or by the name CHARLES AND ROBERTA KATZ FAMILY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 91-2001806
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $5,096,829
- Income (IRS master file)
- $141,848
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $507,682 | $323,537 | $5,096,829 | IRS |
| 990-PF | December 2024 | $412,437 | $300,320 | $4,925,827 | IRS |
| 990-PF | December 2023 | $296,394 | $308,641 | $4,810,609 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 91-2001806).
Questions about CHARLES AND ROBERTA KATZ FAMILY FOUNDATION
- What is the EIN of CHARLES AND ROBERTA KATZ FAMILY FOUNDATION?
- The employer identification number (EIN) of CHARLES AND ROBERTA KATZ FAMILY FOUNDATION is 91-2001806.
- Is CHARLES AND ROBERTA KATZ FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to CHARLES AND ROBERTA KATZ FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLES AND ROBERTA KATZ FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES AND ROBERTA KATZ FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARLES AND ROBERTA KATZ FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of CHARLES AND ROBERTA KATZ FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does CHARLES AND ROBERTA KATZ FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $507,682, expenses of $323,537 and total assets of $5,096,829 at year end.
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