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Nonprofit · EIN 99-1586871

JOSHUA M KATZ MEMORIAL FUND

Tax-exempt · JENKINTOWN, PA 19046

Financials

$334K$25K2024
Revenue Expenses · by fiscal year end
Financials of JOSHUA M KATZ MEMORIAL FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$333,526$24,957$308,569$304,435$0$304,435
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$363,017
Program service revenue
$0
Investment income
$3,641
Net income from fundraising events
-$33,132
Other revenue
-$33,132

Expenses

Grants and similar amounts paid
$23,760
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$23,760
Management and general (functional)
$1,197

Balance sheet and other

Total assets, start of year
$0
Total assets, end of year
$304,435
Total liabilities, end of year
$0
Net assets, end of year
$304,435
Net assets without donor restrictions
$304,435
Gross receipts
$366,658
Employees
0
Year formed
2024
State of legal domicile
PA

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 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
Steven J KatzBoard Member
Trustee or director, Officer
2$0
Robin L KatzBoard Member
Trustee or director, Officer
2$0

Address and contacts

Address (IRS master file)
207 THOMAS STREET STE 100, JENKINTOWN, PA 19046-3230
In care of
% STEVEN KATZ
Principal officer (990 for 2024)
Steven Katz, 1480 Hampton Road, Rydal, PA 19046
Signed the 990
Steven Katz, Co Trustee
Phone
(215) 651-0865
Return prepared by
Michael Rosen & Company

Mission

Contributions are used for religious, charitable, scientific, or educational purposes.

990 for the year ended December 31, 2024

Program accomplishments

  • Contributions were used for religious, charitable, scientific, or educational purposes.
    Expenses $23,760

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024Check at the IRS

IRS record

EIN
99-1586871
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2024
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B12)
Assets (IRS master file)
$304,435
Income (IRS master file)
$366,658

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$333,526$24,957$304,435IRS

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 99-1586871).

Questions about JOSHUA M KATZ MEMORIAL FUND

What is the EIN of JOSHUA M KATZ MEMORIAL FUND?
The employer identification number (EIN) of JOSHUA M KATZ MEMORIAL FUND is 99-1586871.
Is JOSHUA M KATZ MEMORIAL FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
Are donations to JOSHUA M KATZ MEMORIAL FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does JOSHUA M KATZ MEMORIAL FUND file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of JOSHUA M KATZ MEMORIAL FUND 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 JOSHUA M KATZ MEMORIAL FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of JOSHUA M KATZ MEMORIAL FUND?
The 990 for the year ended December 31, 2024 names Steven Katz.
Who are the officers and directors of JOSHUA M KATZ MEMORIAL FUND?
The 990 for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does JOSHUA M KATZ MEMORIAL FUND have?
On its 990 for the year ended December 31, 2024 it reported revenue of $333,526, expenses of $24,957 and total assets of $304,435 at year end.

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