Nonprofit · EIN 83-2592980
KATALY FOUNDATION
Tax-exempt · SAN FRANCISCO, CA 94129
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $10,938,637 | $86,215,072 | -$75,276,435 | $237,781,150 | $18,040,909 | $219,740,241 |
| December 31, 2023 | 990-PF | $12,798,906 | $58,234,054 | -$45,435,148 | $301,447,884 | $7,167,531 | $294,280,353 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $10,938,637
Expenses
- Grants and similar amounts paid
- $80,300,000
- Compensation of officers, directors and key employees
- $1,122,409
- Salaries, compensation and benefits (total)
- $1,400,109
- Disbursements for charitable purposes
- $74,486,822
- Excise tax on investment income
- $143,523
Balance sheet and other
- Total assets, start of year
- $301,447,884
- Total assets, end of year
- $237,781,150
- Total liabilities, end of year
- $18,040,909
- Net assets, end of year
- $219,740,241
- Fair market value of assets
- $237,781,150
- Qualifying distributions
- $132,736,822
- Net investment income
- $10,938,637
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.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| NWAMAKA AGBO 1 LETTERMAN DR SUITE C4-420, SAN FRANCISCO, CA 94132 | CHIEF EXECUTIVE OFFICER | 40 | $503,809 | $92,473 |
| JOLEEN RUFFIN 1 LETTERMAN DR SUITE C4-420, SAN FRANCISCO, CA 94133 | CHIEF FINANCIAL OFFICER | 40 | $340,360 | $103,229 |
| LYNNE M HOEY 1 LETTERMAN DR SUITE C4-420, SAN FRANCISCO, CA 94134 | CHIEF INVESTMENT OFFICER | 40 | $278,240 | $61,389 |
| ZAINEB MOHAMMED 1 LETTERMAN DR SUITE C4-420, SAN FRANCISCO, CA 94129 | DIRECTOR OF COMMUNIC Highest-paid employee | 40 | $210,158 | $81,889 |
| JOCELYN WONG 1 LETTERMAN DR SUITE C4-420, SAN FRANCISCO, CA 94129 | DIR. OF CAPACITY BUI Highest-paid employee | 40 | $200,469 | $86,360 |
| DANA MASON 1 LETTERMAN DR SUITE C4-420, SAN FRANCISCO, CA 94129 | DIRECTOR OF OPERATIO Highest-paid employee | 40 | $177,645 | $70,199 |
| IRIS GARCIA 1 LETTERMAN DR SUITE C4-420, SAN FRANCISCO, CA 94129 | PROGRAM OFFICER OF M Highest-paid employee | 40 | $161,632 | $63,549 |
| DONNA BRANSFORD 1 LETTERMAN DR SUITE C4-420, SAN FRANCISCO, CA 94129 | SENIOR PROGRAM OFFIC Highest-paid employee | 32 | $142,652 | $80,254 |
| REGAN PRITZKER 1 LETTERMAN DR SUITE C4-420, SAN FRANCISCO, CA 94129 | DIRECTOR AND CHAIRPERSON | 2.5 | $0 | $0 |
| CHRISTOPHER OLIN 1 LETTERMAN DR SUITE C4-420, SAN FRANCISCO, CA 94130 | DIRECTOR AND PRESIDENT | 2.5 | $0 | $0 |
| SUSAN S PRITZKER 1 LETTERMAN DR SUITE C4-420, SAN FRANCISCO, CA 94131 | DIRECTOR | 0.25 | $0 | $0 |
| LORI MILLS 1 LETTERMAN DR SUITE C4-420, SAN FRANCISCO, CA 94135 | VICE PRESIDENT | 1 | $0 | $0 |
| JAMES SCHWABA 1 LETTERMAN DR SUITE C4-420, SAN FRANCISCO, CA 94136 | TREASURER | 1 | $0 | $0 |
| AMY FREIDINGER 1 LETTERMAN DR SUITE C4-420, SAN FRANCISCO, CA 94137 | SECRETARY | 1 | $0 | $0 |
990-PF for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| NWAMAKA AGBO 1 LETTERMAN DR SUITE C4-420, SAN FRANCISCO, CA 94132 | CHIEF EXECUTIVE OFFICER | 40 | $442,198 | $65,522 |
| JOLEEN RUFFIN 1 LETTERMAN DR SUITE C4-420, SAN FRANCISCO, CA 94133 | CHIEF FINANCIAL OFFICER | 40 | $274,830 | $105,246 |
| LYNNE M HOEY 1 LETTERMAN DR SUITE C4-420, SAN FRANCISCO, CA 94134 | CHIEF INVESTMENT OFFICER | 40 | $263,903 | $56,260 |
| JOCELYN WONG 1 LETTERMAN DR SUITE C4-420, SAN FRANCISCO, CA 94129 | DIR. OF CAPACITY BUI Highest-paid employee | 40 | $195,849 | $72,379 |
| RAYMOND HOLGADO 1 LETTERMAN DR SUITE C4-420, SAN FRANCISCO, CA 94129 | DIRECTOR OF KNOWLEDG Highest-paid employee | 40 | $182,108 | $45,019 |
| ZAINEB MOHAMMED 1 LETTERMAN DR SUITE C4-420, SAN FRANCISCO, CA 94129 | DIRECTOR OF COMMUNIC Highest-paid employee | 40 | $177,561 | $69,852 |
| DANA MARIE MASON 1 LETTERMAN DR SUITE C4-420, SAN FRANCISCO, CA 94129 | OPERATIONS AND PROJE Highest-paid employee | 32 | $156,474 | $60,370 |
| IRIS GARCIA 1 LETTERMAN DR SUITE C4-420, SAN FRANCISCO, CA 94129 | PROGRAM OFFICER OF M Highest-paid employee | 40 | $152,553 | $56,555 |
| REGAN PRITZKER 1 LETTERMAN DR SUITE C4-420, SAN FRANCISCO, CA 94129 | DIRECTOR AND CHAIRPERSON | 2.5 | $0 | $0 |
| CHRISTOPHER OLIN 1 LETTERMAN DR SUITE C4-420, SAN FRANCISCO, CA 94130 | DIRECTOR AND PRESIDENT | 2.5 | $0 | $0 |
| SUSAN S PRITZKER 1 LETTERMAN DR SUITE C4-420, SAN FRANCISCO, CA 94131 | DIRECTOR | 0.25 | $0 | $0 |
| LORI MILLS 1 LETTERMAN DR SUITE C4-420, SAN FRANCISCO, CA 94135 | VICE PRESIDENT | 1 | $0 | $0 |
| JAMES SCHWABA 1 LETTERMAN DR SUITE C4-420, SAN FRANCISCO, CA 94136 | TREASURER | 1 | $0 | $0 |
| AMY FREIDINGER 1 LETTERMAN DR SUITE C4-420, SAN FRANCISCO, CA 94137 | SECRETARY | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1 LETTERMAN DRIVE STE C4-420, SAN FRANCISCO, CA 94129-1494
- Signed the 990-PF
- JAMES SCHWABA, TREASURER
- Phone
- (415) 549-4970
- Website
- WWW.KATALYFOUNDATION.ORG
- Return prepared by
- DELOITTE TAX LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 83-2592980 or by the name KATALY 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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 83-2592980
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T11)
- Assets (IRS master file)
- $237,781,150
- Income (IRS master file)
- $16,968,637
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $10,938,637 | $86,215,072 | $237,781,150 | XML |
| 990-PF | December 2023 | $12,798,906 | $58,234,054 | $301,447,884 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 83-2592980).
Questions about KATALY FOUNDATION
- What is the EIN of KATALY FOUNDATION?
- The employer identification number (EIN) of KATALY FOUNDATION is 83-2592980.
- Is KATALY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to KATALY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KATALY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KATALY FOUNDATION 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 KATALY FOUNDATION 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 KATALY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 14 people; 8 received compensation from the organization, the highest $503,809 (NWAMAKA AGBO, CHIEF EXECUTIVE OFFICER).
- How much revenue does KATALY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $10,938,637, expenses of $86,215,072 and total assets of $237,781,150 at year end.
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All nonprofits in SAN FRANCISCO · California · Philanthropy, voluntarism and grantmaking foundations