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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 23-7996192

KATZ FAM FOUNDATION TR UA 120498

Also known as KATZ FRANK & ELISE & BENJAMIN TTEE

Tax-exempt · KIRKLAND, WA 98033

Financials

$2.3M$766K2021$3.6M$912K2023$896K$754K2024
Revenue Expenses · by fiscal year end
Financials of KATZ FAM FOUNDATION TR UA 120498 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$895,984$753,736$142,248$14,131,280$0$14,131,280
June 30, 2024990-PF$3,550,022$911,893$2,638,129$13,980,188$0$13,980,188
June 30, 2022990-PF$2,297,671$765,660$1,532,011$9,135,085$0$9,135,085
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Dividends
$335,301
Net gain from sales of assets
$560,658
Other income
$25

Expenses

Grants and similar amounts paid
$650,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$656,788
Excise tax on investment income
$17,202

Balance sheet and other

Total assets, start of year
$13,980,188
Total assets, end of year
$14,131,280
Total liabilities, end of year
$0
Net assets, end of year
$14,131,280
Fair market value of assets
$15,870,594
Qualifying distributions
$656,788
Net investment income
$1,311,482

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
FRANK L KATZ
1521 2ND AVENUE APT 3003, SEATTLE, WA 98101
MANAGING TRUSTEE1$0
ELISE KATZ
1521 2ND AVENUE APT 3003, SEATTLE, WA 98101
TRUSTEE0.5$0
BENJAMIN KATZ
1521 2ND AVENUE APT 3003, SEATTLE, WA 98101
TRUSTEE0.5$0
BROOKE KATZ
1521 2ND AVENUE APT 3003, SEATTLE, WA 98101
TRUSTEE0.5$0
PHILIP KATZ
1521 2ND AVENUE APT 3003, SEATTLE, WA 98101
TRUSTEE0.5$0
990-PF for the year ended June 30, 2024: 5 people
NameTitleHours / weekCompensation
FRANK L KATZ
1521 2ND AVENUE APT 3003, SEATTLE, WA 98101
MANAGING TRUSTEE1$0
ELISE KATZ
1521 2ND AVENUE APT 3003, SEATTLE, WA 98101
TRUSTEE0.5$0
BENJAMIN KATZ
1521 2ND AVENUE APT 3003, SEATTLE, WA 98101
TRUSTEE0.5$0
BROOKE KATZ
1521 2ND AVENUE APT 3003, SEATTLE, WA 98101
TRUSTEE0.5$0
PHILIP KATZ
1521 2ND AVENUE APT 3003, SEATTLE, WA 98101
TRUSTEE0.5$0
990-PF for the year ended June 30, 2022: 5 people
NameTitleHours / weekCompensation
FRANK L KATZ
1521 2ND AVENUE 3003, SEATTLE, WA 98101
MANAGING TRUSTEE1$0
ELISE KATZ
1521 2ND AVENUE 3003, SEATTLE, WA 98101
TRUSTEE0$0
BENJAMIN KATZ
2121 6TH AVENUE 1700, SEATTLE, WA 98121
TRUSTEE0$0
BROOKE KATZ
6542 JONES AVENUE NW, SEATTLE, WA 98117
TRUSTEE0$0
PHILIP KATZ
2114 NW 67TH STREET, SEATTLE, WA 98117
TRUSTEE0$0

Address and contacts

Address (IRS master file)
137 LAKE AVE W, KIRKLAND, WA 98033-6138
In care of
% FRANK KATZ
Signed the 990-PF
FRANK KATZ, MANAGING TRUSTEE
Phone
(781) 771-3561
Return prepared by
CLARK NUBER PS

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024Check at the IRS

IRS record

EIN
23-7996192
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
1999
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$14,131,280
Income (IRS master file)
$2,267,207

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$895,984$753,736$14,131,280XML
990-PFJune 2024$3,550,022$911,893$13,980,188XML
990-PFJune 2023–––IRS
990-PFJune 2022$2,297,671$765,660$9,135,085XML
990-PFJune 2021–––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 23-7996192).

Questions about KATZ FAM FOUNDATION TR UA 120498

What is the EIN of KATZ FAM FOUNDATION TR UA 120498?
The employer identification number (EIN) of KATZ FAM FOUNDATION TR UA 120498 is 23-7996192.
Is KATZ FAM FOUNDATION TR UA 120498 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
Are donations to KATZ FAM FOUNDATION TR UA 120498 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does KATZ FAM FOUNDATION TR UA 120498 file?
Form 990-PF. Private foundations file every year.
When is the next return of KATZ FAM FOUNDATION TR UA 120498 due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did KATZ FAM FOUNDATION TR UA 120498 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of KATZ FAM FOUNDATION TR UA 120498?
The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does KATZ FAM FOUNDATION TR UA 120498 have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $895,984, expenses of $753,736 and total assets of $14,131,280 at year end.

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