Nonprofit · EIN 34-1695399
THE ELTON AND JOAN KATZ FOUNDATION
Tax-exempt · MORELAND HLS, OH 44022
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $708,362 | $105,666 | $602,696 | $1,709,607 | $0 | $1,709,607 |
| September 30, 2024 | 990-PF | $99,802 | $100,775 | -$973 | $1,134,656 | $0 | $1,134,656 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $22,623
- Interest
- $71
- Net gain from sales of assets
- $685,668
Expenses
- Grants and similar amounts paid
- $100,000
- Disbursements for charitable purposes
- $105,666
- Excise tax on investment income
- $1,864
Balance sheet and other
- Total assets, start of year
- $1,134,656
- Total assets, end of year
- $1,709,607
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,709,607
- Fair market value of assets
- $1,913,391
- Qualifying distributions
- $105,666
- Net investment income
- $134,071
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID KATZ 190 ASPENWOOD DRIVE, MORELAND HILLS, OH 44022 | PRES/TRUSTEE | 0 | $0 |
| MITCHELL KATZ 190 ASPENWOOD DRIVE, MORELAND HILLS, OH 44022 | V.P./SEC'Y/T | 0 | $0 |
| ANDREA SALTZMAN 190 ASPENWOOD DRIVE, MORELAND HILLS, OH 44022 | TRUSTEE | 0 | $0 |
990-PF for the year ended September 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID KATZ 95 RIDGECREEK TRAIL, MORELAND HILLS, OH 44022 | PRES/TRUSTEE | 0 | $0 |
| MITCHELL KATZ 95 RIDGECREEK TRAIL, MORELAND HILLS, OH 44022 | V.P./SEC'Y/T | 0 | $0 |
| ANDREA SALTZMAN 95 RIDGECREEK TRAIL, MORELAND HILLS, OH 44022 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 190 ASPENWOOD DR, MORELAND HLS, OH 44022-2302
- Signed the 990-PF
- DAVID KATZ, PRES/TRUSTEE
- Phone
- (216) 431-6962
- Return prepared by
- BHGP& S INC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 34-1695399
- 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
- 1993
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,709,607
- Income (IRS master file)
- $2,081,243
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $708,362 | $105,666 | $1,709,607 | XML |
| 990-PF | September 2024 | $99,802 | $100,775 | $1,134,656 | XML |
| 990-PF | September 2023 | – | – | – | IRS |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 2019 | – | – | – | IRS |
| 990-PF | September 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 34-1695399).
Questions about THE ELTON AND JOAN KATZ FOUNDATION
- What is the EIN of THE ELTON AND JOAN KATZ FOUNDATION?
- The employer identification number (EIN) of THE ELTON AND JOAN KATZ FOUNDATION is 34-1695399.
- Is THE ELTON AND JOAN KATZ FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to THE ELTON AND JOAN KATZ FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE ELTON AND JOAN KATZ FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE ELTON AND JOAN KATZ FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE ELTON AND JOAN KATZ FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of THE ELTON AND JOAN KATZ FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does THE ELTON AND JOAN KATZ FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $708,362, expenses of $105,666 and total assets of $1,709,607 at year end.
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