Nonprofit · EIN 04-2947276
KATZ FAMILY FOUNDATION
Tax-exempt · MILL VALLEY, CA 94941
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | -$192,496 | $40,349 | -$232,845 | $1,931,722 | $0 | $1,931,722 |
| November 30, 2024 | 990-PF | $74,045 | $63,103 | $10,942 | $1,889,956 | $0 | $1,889,956 |
| November 30, 2023 | 990-PF | $62,725 | $378,161 | -$315,436 | $1,879,014 | $0 | $1,879,014 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $81,503
- Interest
- $14,614
- Net gain from sales of assets
- -$4,412
- Other income
- -$284,201
Expenses
- Grants and similar amounts paid
- $18,200
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $22,863
- Excise tax on investment income
- $1,107
Balance sheet and other
- Total assets, start of year
- $1,889,956
- Total assets, end of year
- $1,931,722
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,931,722
- Fair market value of assets
- $1,951,117
- Qualifying distributions
- $22,863
- Net investment income
- $96,117
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Julie Katz 409 Summit Avenue, Mill Valley, CA 94941 | Trustee | 1 | $0 |
| Roger Katz 409 Summit Avenue, Mill Valley, CA 94941 | Trustee | 1 | $0 |
| DAGMAR KATZ 409 Summit Avenue, Mill Valley, CA 94941 | TRUSTEE | 1 | $0 |
990-PF for the year ended November 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Julie Katz 409 Summit Avenue, Mill Valley, CA 94941 | Trustee | 1 | $0 |
| Roger Katz 409 Summit Avenue, Mill Valley, CA 94941 | Trustee | 1 | $0 |
| DAGMAR KATZ 409 Summit Avenue, Mill Valley, CA 94941 | TRUSTEE | 1 | $0 |
990-PF for the year ended November 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Roger Katz 409 Summit Ave, Mill Valley, CA 94941 | Trustee | 1 | $0 |
| Julie Katz 409 Summit Avenue, Mill Valley, CA 94941 | Trustee | 1 | $0 |
| DASA Katz 409 Summit Avenue, Mill Valley, CA 94941 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 409 SUMMIT AVE, MILL VALLEY, CA 94941-1029
- In care of
- % DASA KATZ
- Signed the 990-PF
- Dasa Katz, Trustee
- Phone
- (415) 380-3565
- Return prepared by
- WITHUMSMITHBROWNPC
California records
California keeps its own records of charities and corporations. Search them by EIN 04-2947276 or by the name 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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-2947276
- 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
- 1987
- Accounting year ends
- November
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,931,722
- Income (IRS master file)
- $1,174,551
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | -$192,496 | $40,349 | $1,931,722 | XML |
| 990-PF | November 2024 | $74,045 | $63,103 | $1,889,956 | XML |
| 990-PF | November 2023 | $62,725 | $378,161 | $1,879,014 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 2018 | – | – | – | IRS |
| 990-PF | November 2017 | – | – | – | 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 04-2947276).
Questions about KATZ FAMILY FOUNDATION
- What is the EIN of KATZ FAMILY FOUNDATION?
- The employer identification number (EIN) of KATZ FAMILY FOUNDATION is 04-2947276.
- Is KATZ FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to KATZ FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KATZ FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KATZ FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KATZ FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of KATZ FAMILY FOUNDATION?
- The 990-PF for the year ended November 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does KATZ FAMILY FOUNDATION have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of -$192,496, expenses of $40,349 and total assets of $1,931,722 at year end.
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