Nonprofit · EIN 92-3557819
BARBARA P AND JOSEPH J KATZ CHARITABLE FOUNDATION INC
Tax-exempt · BALTIMORE, MD 21209
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $57,535 | $100,063 | -$42,528 | $1,251,385 | $0 | $1,251,385 |
| December 31, 2024 | 990-PF | $65,991 | $83,635 | -$17,644 | $1,293,913 | $0 | $1,293,913 |
| December 31, 2023 | 990-PF | $1,312,699 | $1,142 | $1,311,557 | $1,311,557 | $0 | $1,311,557 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $3,750
- Interest
- $53,785
Expenses
- Grants and similar amounts paid
- $87,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $88,350
- Excise tax on investment income
- $602
Balance sheet and other
- Total assets, start of year
- $1,293,913
- Total assets, end of year
- $1,251,385
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,251,385
- Fair market value of assets
- $1,251,385
- Qualifying distributions
- $88,350
- Net investment income
- $53,785
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY G KATZ 610 FURLONG ROAD, SEBASTOPOL, CA 95472 | DIRECTOR | 1 | $0 |
| REBECCA KATZ 39 RUSTIC WAY, SAN RAFAEL, CA 94901 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY G KATZ 610 FURLONG ROAD, SEBASTOPOL, CA 95472 | DIRECTOR | 1 | $0 |
| REBECCA KATZ 39 RUSTIC WAY, SAN RAFAEL, CA 94901 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY G KATZ 610 FURLONG ROAD, SEBASTOPOL, CA 95472 | DIRECTOR | 1 | $0 |
| REBECCA KATZ 39 RUSTIC WAY, SAN RAFAEL, CA 94901 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 6115 FALLS RD STE 150, BALTIMORE, MD 21209-2394
- In care of
- % CHARLOTTE SHERMAN
- Signed the 990-PF
- JEFFREY KATZ, DIRECTOR
- Phone
- (410) 602-6506
- Return prepared by
- GORFINE FIDDLE & CO PA
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 | 990-PF 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
- 92-3557819
- 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
- 2024
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Human services (P20)
- Assets (IRS master file)
- $1,251,385
- Income (IRS master file)
- $57,535
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $57,535 | $100,063 | $1,251,385 | XML |
| 990-PF | December 2024 | $65,991 | $83,635 | $1,293,913 | XML |
| 990-PF | December 2023 | $1,312,699 | $1,142 | $1,311,557 | XML |
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 92-3557819).
Questions about BARBARA P AND JOSEPH J KATZ CHARITABLE FOUNDATION INC
- What is the EIN of BARBARA P AND JOSEPH J KATZ CHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of BARBARA P AND JOSEPH J KATZ CHARITABLE FOUNDATION INC is 92-3557819.
- Is BARBARA P AND JOSEPH J KATZ CHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
- Are donations to BARBARA P AND JOSEPH J KATZ CHARITABLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BARBARA P AND JOSEPH J KATZ CHARITABLE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BARBARA P AND JOSEPH J KATZ CHARITABLE FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BARBARA P AND JOSEPH J KATZ CHARITABLE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of BARBARA P AND JOSEPH J KATZ CHARITABLE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does BARBARA P AND JOSEPH J KATZ CHARITABLE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $57,535, expenses of $100,063 and total assets of $1,251,385 at year end.
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