STRATEGY STUDIO / PUBLIC DATA EXPLORER

KATZ FAM FOUNDATION TR UA 120498

Cite this

Plain text KATZ FAM FOUNDATION TR UA 120498. Strategy Studio, nonprofit organization profile, tax years 2020–2024. https://strategystudio.org/org/237996192. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). KATZ FAM FOUNDATION TR UA 120498 [Nonprofit organization profile; tax years 2020–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/237996192

MLA “KATZ FAM FOUNDATION TR UA 120498.” Strategy Studio, tax years 2020–2024, https://strategystudio.org/org/237996192. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2020–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990PF · revenue $896K · expenses $754K · assets $14.1M

EIN
23-7996192
Address
137 LAKE AVE W, KIRKLAND, WA 98033-6138
NTEE code
T20
Subsection
501(c)(3)
Ruling year
1999
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 5 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

5 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Frank L Katz MANAGING TRUSTEE2020-2024 1 $0 reported 1
Elise Katz TRUSTEE2020-2024 0 $0 reported 1
Benjamin Katz TRUSTEE2020-2024 0 $0 reported 1
Brooke Katz TRUSTEE2020-2024 0 $0 reported 1
Philip Katz TRUSTEE2020-2024 0 $0 reported 1

People by year

2024 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FRANK L KATZ MANAGING TRUSTEE1 $0-$0 $01
ELISE KATZ TRUSTEE0 $0-$0 $01
BENJAMIN KATZ TRUSTEE0 $0-$0 $01
BROOKE KATZ TRUSTEE0 $0-$0 $01
PHILIP KATZ TRUSTEE0 $0-$0 $01
2023 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FRANK L KATZ MANAGING TRUSTEE1 $0-$0 $01
ELISE KATZ TRUSTEE0 $0-$0 $01
BENJAMIN KATZ TRUSTEE0 $0-$0 $01
BROOKE KATZ TRUSTEE0 $0-$0 $01
PHILIP KATZ TRUSTEE0 $0-$0 $01
2022 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FRANK L KATZ MANAGING TRUSTEE1 $0-$0 $01
ELISE KATZ TRUSTEE0 $0-$0 $01
BENJAMIN KATZ TRUSTEE0 $0-$0 $01
BROOKE KATZ TRUSTEE0 $0-$0 $01
PHILIP KATZ TRUSTEE0 $0-$0 $01
2021 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FRANK L KATZ MANAGING TRUSTEE1 $0-$0 $01
ELISE KATZ TRUSTEE0 $0-$0 $01
BENJAMIN KATZ TRUSTEE0 $0-$0 $01
BROOKE KATZ TRUSTEE0 $0-$0 $01
PHILIP KATZ TRUSTEE0 $0-$0 $01
2020 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FRANK L KATZ MANAGING TRUSTEE1 $0-$0 $01
ELISE KATZ TRUSTEE0 $0-$0 $01
BENJAMIN KATZ TRUSTEE0 $0-$0 $01
BROOKE KATZ TRUSTEE0 $0-$0 $01
PHILIP KATZ TRUSTEE0 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 2 grants to organizations · $650K
2023 · 2 grants to organizations · $860K
2022 · 2 grants to organizations · $650K
2021 · 3 grants to organizations · $482K
2020 · 4 grants to organizations · $501K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2023 · 1 contributor · $2.0M
#ContributorTypeCity, stateTotalNoncashSource
1 FRANK AND ELISE KATZ Organization or other SEATTLE, WA $2,045,052$1,045,052 Form 990PF Sch. B, 2023 · filing
2022 · 1 contributor · $800K
#ContributorTypeCity, stateTotalNoncashSource
1 FRANK KATZ Person SEATTLE, WA $800,000- Form 990PF Sch. B, 2022 · filing
2021 · 1 contributor · $2.0M
#ContributorTypeCity, stateTotalNoncashSource
1 FRANK KATZ Person SEATTLE, WA $2,000,000- Form 990PF Sch. B, 2021 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$895,984$753,736 $14,131,280$14,131,280 $0- $0--
2023 · Form 990PF period ending 2024-06-30 · view filing · original 990 ↗
$3,550,022$911,893 $13,980,188$13,980,188 $2,045,052- $0--
2022 · Form 990PF period ending 2023-06-30 · view filing · original 990 ↗
$1,070,683$717,339 $9,488,429$9,488,429 $800,000- ---
2021 · Form 990PF period ending 2022-06-30 · amended · view filing · original 990 ↗
$2,297,671$565,660 $9,335,085$9,335,085 $2,000,000- $0--
2021 · Form 990PF period ending 2022-06-30 · superseded · view filing · original 990 ↗
$2,297,671$765,660 $9,135,085$9,135,085 $2,000,000- $0--
2020 · Form 990PF period ending 2021-06-30 · view filing · original 990 ↗
$255,110$581,714 $7,603,074$7,603,074 $0- $0--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
BACON FAMILY FOUNDATIONWAT20 $884,594$1,288,905 DIRECTOR$20,000 Same NTEE code T20, revenue within 2x, same state
HERRAY FOUNDATIONWAT20 $866,306$620,594 DIRECTOR, PRESIDENT, VICE$0 Same NTEE code T20, revenue within 2x, same state
JUNIPER FOUNDATIONWAT20 $951,962$785,165 PRESIDENT/TREASURER/DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
WILLIAM I SMITH FAMILY FOUNDATIONWAT20 $962,559$959,779 PRESIDENT$12,000 Same NTEE code T20, revenue within 2x, same state
THOMAS C WRIGHT FOUNDATIONWAT20 $871,339$1,034,510 TRUSTEE$117,283 Same NTEE code T20, revenue within 2x, same state
BACON LEGACY FOUNDATIONWAT20 $850,087$185,106 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
KEN AND DEAN KIRN FOUNDATIONWAT20 $954,768$322,547 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
SILVER CLOUD FOUNDATIONWAT20 $923,799$1,552,569 Director$5,000 Same NTEE code T20, revenue within 2x, same state
WILLIAM AND PAMELA AYER FOUNDATION TR AGREEMENTWAT20 $897,660$307,156 Trustee$0 Same NTEE code T20, revenue within 2x, same state
RICHARD AND LOIS WORTHINGTON FOUNDATIONWAT20 $826,810$399,882 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
BOWLINE FUNDWAT20 $966,392$211,478 President$0 Same NTEE code T20, revenue within 2x, same state
SHATZ FAMILY FOUNDATIONAZT20 $820,523$189,271 PRESIDENT$5,000 Same NTEE code T20, revenue within 2x
SWENSON FAM FOUNDATIONNJT20 $843,388$222,530 TRUSTEE$0 Same NTEE code T20, revenue within 2x
TU FOUNDATIONCAT20 $929,031$3,395,950 CHAIRMAN$0 Same NTEE code T20, revenue within 2x
1830 FAMILY FOUNDATIONPAT20 $928,354$1,144,884 TRUSTEE$0 Same NTEE code T20, revenue within 2x
TYE FOUNDATIONNYT20 $848,800$2,502,126 TRUSTEE$0 Same NTEE code T20, revenue within 2x
TRAE YOUNG FAMILY FOUNDATIONNYT20 $950,067$942,200 PRESIDENT$0 Same NTEE code T20, revenue within 2x
K-ED FOUNDATIONTXT20 $883,334$2,544,496 PRESIDENT$0 Same NTEE code T20, revenue within 2x
TURNER FAMILY FOUNDATIONMOT20 $877,926$421,167 Executive director$50,000 Same NTEE code T20, revenue within 2x
TWILLEY FAMILY FOUNDATIONNCT20 $933,849$102,831 PRESIDENT$0 Same NTEE code T20, revenue within 2x
KOELBEL FAMILY FOUNDATIONCOT20 $934,912$595,748 VICE PRESIDENT$0 Same NTEE code T20, revenue within 2x
ABRAHAM FAMILY FOUNDATIONCAT20 $946,674$1,325,275 PRESIDENT$0 Same NTEE code T20, revenue within 2x
KIM FAMILY FOUNDATION INCNYT20 $956,882$922,248 DIRECTOR$77,500 Same NTEE code T20, revenue within 2x
TABLADA FAMILY FOUNDATIONNYT20 $822,805$2,788,120 PRESIDENT/TREASURER$0 Same NTEE code T20, revenue within 2x
J-M FAMILY FOUNDATIONMTT20 $858,041$50,599 Trustee$0 Same NTEE code T20, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
ROOTS AND WINGS Private foundation$8,496,8881 12013–2013 HERRAY FOUNDATION
STANISLAUS COMMUNITY FOUNDATION DAF sponsor$120,0004 12016–2024 COSTA FAMILY FOUNDATION
PAUL AND LISA DEANGELO FAMILY FOUNATION Private foundation$45,0003 12023–2025 CAREY FAMILY FOUNDATION
HARNISH FOUNDATION Private foundation$25,0001 12024–2024 BACON FAMILY FOUNDATION
UNITED CHARITABLE DAF sponsor$14,1511 12014–2014 RJW FOUNDATION
SGT KAY FOUNDATION Private foundation$10,0001 12024–2024 BACON FAMILY FOUNDATION
TOWERBROOK FOUNDATION Private foundation$10,0001 12024–2024 COSTA FAMILY FOUNDATION
KEVIN AND MASHA KEATING FAMILY FOUNDATION Private foundation$3,5001 12024–2024 PH FOUNDATION
THE OKI FOUNDATION Private foundation$1,0001 12024–2024 BACON FAMILY FOUNDATION
TRUE NORTH FAMILY FOUNDATION Private foundation$1,0001 12024–2024 BACON FAMILY FOUNDATION
COLEGATO FOUNDATION TR Private foundation$5001 12019–2019 JNF FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $753,736 spent · pay $0 · grants $650,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $650,000 86.2%
Taxes $69,978 9.3%
Fees: other professional $24,708 3.3%
Fees: accounting $9,050 1.2%
Total$753,736100%

View the filing

2023 · Form 990PF · $911,893 spent · pay $0 · grants $860,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $860,000 94.3%
Fees: other professional $45,608 5.0%
Fees: accounting $3,300 0.4%
Taxes $2,985 0.3%
Total$911,893100%

View the filing

2022 · Form 990PF · $717,339 spent · pay $0 · grants $650,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $650,000 90.6%
Other expenses $58,804 8.2%
Taxes $6,285 0.9%
Fees: accounting $2,250 0.3%
Total$717,339100%

View the filing

2021 · Form 990PF · $565,660 spent · pay $0 · grants $482,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $482,000 85.2%
Other expenses $74,394 13.2%
Taxes $7,076 1.3%
Fees: accounting $2,190 0.4%
Total$565,660100%

View the filing

2020 · Form 990PF · $581,714 spent · pay $0 · grants $500,511 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $500,511 86.0%
Other expenses $72,481 12.5%
Taxes $6,523 1.1%
Fees: accounting $2,190 0.4%
Interest $9 0.0%
Total$581,714100%

View the filing