Nonprofit · EIN 74-2164970
JEROLD B KATZ FOUNDATION
Tax-exempt · HOUSTON, TX 77057
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $29,075,667 | $23,315,956 | $5,759,711 | $397,319,474 | $0 | $397,319,474 |
| November 30, 2024 | 990-PF | $29,840,709 | $20,149,480 | $9,691,229 | $391,559,763 | $0 | $391,559,763 |
| November 30, 2023 | 990-PF | $29,643,222 | $11,357,509 | $18,285,713 | $381,868,534 | $0 | $381,868,534 |
| November 30, 2022 | 990-PF | $214,488,043 | $13,564,374 | $200,923,669 | $364,930,688 | $0 | $364,930,688 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $10,903,933
- Interest
- $774,720
- Net gain from sales of assets
- $17,377,363
- Other income
- $19,651
Expenses
- Grants and similar amounts paid
- $21,305,800
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $21,309,475
- Excise tax on investment income
- $376,533
Balance sheet and other
- Total assets, start of year
- $391,559,763
- Total assets, end of year
- $397,319,474
- Total liabilities, end of year
- $0
- Net assets, end of year
- $397,319,474
- Fair market value of assets
- $509,832,404
- Qualifying distributions
- $21,309,475
- Net investment income
- $28,773,771
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 |
|---|---|---|---|
| EVAN H KATZ 5847 SAN FELIPE STREET STE 2375, HOUSTON, TX 77057 | PRESIDENT/TRUSTEE | 5 | $0 |
| DUNCAN LAMME 5847 SAN FELIPE STREET STE 2375, HOUSTON, TX 77057 | VICE PRESIDENT | 5 | $0 |
| NICOLAS GARCIA 5847 SAN FELIPE STREET STE 2375, HOUSTON, TX 77057 | SECRETARY/TREASURER | 5 | $0 |
| LISSY KATZ BANK 5847 SAN FELIPE STREET STE 2375, HOUSTON, TX 77057 | TRUSTEE | 1 | $0 |
| MICHAEL HELFER 5847 SAN FELIPE STREET STE 2375, HOUSTON, TX 77057 | TRUSTEE | 1 | $0 |
990-PF for the year ended November 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EVAN H KATZ 5847 SAN FELIPE STREET STE 2375, HOUSTON, TX 77057 | PRESIDENT/TRUSTEE | 5 | $0 |
| DUNCAN LAMME 5847 SAN FELIPE STREET STE 2375, HOUSTON, TX 77057 | VICE PRESIDENT | 5 | $0 |
| NICOLAS GARCIA 5847 SAN FELIPE STREET STE 2375, HOUSTON, TX 77057 | SECRETARY/TREASURER | 5 | $0 |
| LISSY KATZ BANK 5847 SAN FELIPE STREET STE 2375, HOUSTON, TX 77057 | TRUSTEE | 1 | $0 |
| MICHAEL HELFER 5847 SAN FELIPE STREET STE 2375, HOUSTON, TX 77057 | TRUSTEE | 1 | $0 |
990-PF for the year ended November 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EVAN H KATZ 5847 SAN FELIPE STREET STE 2375, HOUSTON, TX 77057 | PRESIDENT/TRUSTEE | 5 | $0 |
| DUNCAN LAMME 5847 SAN FELIPE STREET STE 2375, HOUSTON, TX 77057 | VICE PRESIDENT | 5 | $0 |
| NICOLAS GARCIA 5847 SAN FELIPE STREET STE 2375, HOUSTON, TX 77057 | SECRETARY/TREASURER | 5 | $0 |
| LISSY KATZ BANK 5847 SAN FELIPE STREET STE 2375, HOUSTON, TX 77057 | TRUSTEE | 1 | $0 |
| MICHAEL HELFER 5847 SAN FELIPE STREET STE 2375, HOUSTON, TX 77057 | TRUSTEE | 1 | $0 |
990-PF for the year ended November 30, 2022: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EVAN H KATZ 5847 SAN FELIPE STREET STE 2375, HOUSTON, TX 77057 | PRESIDENT/TRUSTEE | 5 | $0 |
| DUNCAN LAMME 5847 SAN FELIPE STREET STE 2375, HOUSTON, TX 77057 | VICE PRESIDENT | 5 | $0 |
| NICOLAS GARCIA 5847 SAN FELIPE STREET STE 2375, HOUSTON, TX 77057 | SECRETARY/TREASURER | 5 | $0 |
| LISSY KATZ BANK 5847 SAN FELIPE STREET STE 2375, HOUSTON, TX 77057 | TRUSTEE | 1 | $0 |
| MICHAEL HELFER 5847 SAN FELIPE STREET STE 2375, HOUSTON, TX 77057 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 5847 SAN FELIPE ST STE 2375, HOUSTON, TX 77057-3438
- In care of
- % JEROLD B KATZ
- Signed the 990-PF
- NICOLAS GARCIA, SECRETARY
- Phone
- (713) 953-7700
- Return prepared by
- KPMG LLP
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
- 74-2164970
- 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
- 1981
- Accounting year ends
- November
- Files
- Form 990-PF
- Assets (IRS master file)
- $397,319,474
- Income (IRS master file)
- $29,075,667
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $29,075,667 | $23,315,956 | $397,319,474 | XML |
| 990-T | November 2025 | – | – | – | IRS |
| 990-PF | November 2024 | $29,840,709 | $20,149,480 | $391,559,763 | XML |
| 990-T | November 2024 | – | – | – | IRS |
| 990-PF | November 2023 | $29,643,222 | $11,357,509 | $381,868,534 | XML |
| 990-T | November 2023 | – | – | – | IRS |
| 990-PF | November 2022 | $214,488,043 | $13,564,374 | $364,930,688 | XML |
| 990-PF | November 2020 | – | – | – | 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 74-2164970).
Questions about JEROLD B KATZ FOUNDATION
- What is the EIN of JEROLD B KATZ FOUNDATION?
- The employer identification number (EIN) of JEROLD B KATZ FOUNDATION is 74-2164970.
- Is JEROLD B KATZ FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
- Are donations to JEROLD B KATZ FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JEROLD B KATZ FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JEROLD B KATZ 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 JEROLD B KATZ 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 JEROLD B KATZ FOUNDATION?
- The 990-PF for the year ended November 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does JEROLD B KATZ FOUNDATION have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $29,075,667, expenses of $23,315,956 and total assets of $397,319,474 at year end.
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