Nonprofit · EIN 77-0114349
THE SYLVIA AND JIM KATZMAN FOUNDATION
Tax-exempt · SARATOGA, CA 95070
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2025 | 990-PF | $22,162 | $24,196 | -$2,034 | $14,161 | $1,000 | $13,161 |
| January 31, 2024 | 990-PF | $31,715 | $34,946 | -$3,231 | $16,195 | $1,000 | $15,195 |
Financial details: 990-PF for the year ended January 31, 2025
Revenue
- Contributions, gifts and grants
- $22,161
- Interest
- $1
Expenses
- Grants and similar amounts paid
- $23,177
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $23,177
Balance sheet and other
- Total assets, start of year
- $16,195
- Total assets, end of year
- $14,161
- Total liabilities, end of year
- $1,000
- Net assets, end of year
- $13,161
- Fair market value of assets
- $14,161
- Qualifying distributions
- $23,177
- Net investment income
- $1
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 January 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES A KATZMAN 19607 FARWELL AVENUE, SARATOGA, CA 95070 | PRESIDENT | 0 | $0 |
| SYLVIA B KATZMAN 19607 FARWELL AVENUE, SARATOGA, CA 95070 | TREASURER | 0 | $0 |
| BRIAN KATZMAN 55 LILAC LANE, AMHERST, MA 01002 | DIRECTOR | 0 | $0 |
| ROBYN RAPP 43 SAN CARLOS AVENUE, SAUSALITO, CA 94965 | DIRECTOR | 0 | $0 |
990-PF for the year ended January 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES A KATZMAN 19607 FARWELL AVENUE, SARATOGA, CA 95070 | PRESIDENT | 0 | $0 |
| SYLVIA B KATZMAN 19607 FARWELL AVENUE, SARATOGA, CA 95070 | TREASURER | 0 | $0 |
| BRIAN KATZMAN 55 LILAC LANE, AMHERST, MA 01002 | DIRECTOR | 0 | $0 |
| ROBYN RAPP 43 SAN CARLOS AVENUE, SAUSALITO, CA 94965 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 19607 FARWELL AVE, SARATOGA, CA 95070-5506
- In care of
- % HOPKINS AND CARLEY
- Signed the 990-PF
- JAMES KATZMAN, PRESIDENT
- Phone
- (408) 867-9607
- Return prepared by
- OFFEREINS JANDA ROE & MCCAHAN CPA'S
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0114349 or by the name THE SYLVIA AND JIM KATZMAN 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 January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | Not on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990-PF on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990-PF on file |
IRS record
- EIN
- 77-0114349
- 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
- January
- Files
- Form 990-PF
- Assets (IRS master file)
- $14,161
- Income (IRS master file)
- $37,722
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | January 2025 | $22,162 | $24,196 | $14,161 | XML |
| 990-PF | January 2024 | $31,715 | $34,946 | $16,195 | XML |
| 990-PF | January 2023 | – | – | – | IRS |
| 990-PF | January 2022 | – | – | – | IRS |
| 990-PF | January 2021 | – | – | – | IRS |
| 990-PF | January 2019 | – | – | – | 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 77-0114349).
Questions about THE SYLVIA AND JIM KATZMAN FOUNDATION
- What is the EIN of THE SYLVIA AND JIM KATZMAN FOUNDATION?
- The employer identification number (EIN) of THE SYLVIA AND JIM KATZMAN FOUNDATION is 77-0114349.
- Is THE SYLVIA AND JIM KATZMAN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to THE SYLVIA AND JIM KATZMAN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE SYLVIA AND JIM KATZMAN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE SYLVIA AND JIM KATZMAN FOUNDATION due?
- The return for tax year 2025 (the year ending January 31, 2026) is due June 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE SYLVIA AND JIM KATZMAN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended January 2025.
- Who are the officers and directors of THE SYLVIA AND JIM KATZMAN FOUNDATION?
- The 990-PF for the year ended January 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does THE SYLVIA AND JIM KATZMAN FOUNDATION have?
- On its 990-PF for the year ended January 31, 2025 it reported revenue of $22,162, expenses of $24,196 and total assets of $14,161 at year end.
Other nonprofits in SARATOGA
- INDEPENDENT ORDER OF ODD FELLOWS EIN 94-1251113 · last filed 990 for 2026
- THE 1440 FOUNDATION EIN 77-0456449 · last filed 990-PF for 2024
- MISSION WEST VALLEY EDUCATIONAL FOUNDATION EIN 94-6020924 · last filed 990 for 2025
- ANUDIP FOUNDATION EIN 30-0481520 · last filed 990 for 2026
- ZHANGXU FAMILY FOUNDATION EIN 20-5081510 · last filed 990-PF for 2026
- MONTALVO ASSOCIATION EIN 94-1249283 · last filed 990 for 2025
- SANTA CLARA FIRE SAFE COUNCIL EIN 56-2368255 · last filed 990 for 2025
- HAQUE FAMILY FOUNDATION EIN 47-2482967 · last filed 990-PF for 2024