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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Frank L Katz | MANAGING TRUSTEE | 2020-2024 | 1 | $0 reported | 1 |
| Elise Katz | TRUSTEE | 2020-2024 | 0 | $0 reported | 1 |
| Benjamin Katz | TRUSTEE | 2020-2024 | 0 | $0 reported | 1 |
| Brooke Katz | TRUSTEE | 2020-2024 | 0 | $0 reported | 1 |
| Philip Katz | TRUSTEE | 2020-2024 | 0 | $0 reported | 1 |
People by year
2024 · 5 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FRANK L KATZ | MANAGING TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| ELISE KATZ | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| BENJAMIN KATZ | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| BROOKE KATZ | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| PHILIP KATZ | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
2023 · 5 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FRANK L KATZ | MANAGING TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| ELISE KATZ | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| BENJAMIN KATZ | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| BROOKE KATZ | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| PHILIP KATZ | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
2022 · 5 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FRANK L KATZ | MANAGING TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| ELISE KATZ | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| BENJAMIN KATZ | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| BROOKE KATZ | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| PHILIP KATZ | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
2021 · 5 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FRANK L KATZ | MANAGING TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| ELISE KATZ | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| BENJAMIN KATZ | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| BROOKE KATZ | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| PHILIP KATZ | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
2020 · 5 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FRANK L KATZ | MANAGING TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| ELISE KATZ | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| BENJAMIN KATZ | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| BROOKE KATZ | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| PHILIP KATZ | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
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
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 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
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | FRANK KATZ | Person | SEATTLE, WA | $800,000 | - | Form 990PF Sch. B, 2022 · filing |
2021 · 1 contributor · $2.0M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990PF | ||||||||
| $895,984 | $753,736 | $14,131,280 | $14,131,280 | $0 | - | $0 | - | - |
| 2023 · Form 990PF | ||||||||
| $3,550,022 | $911,893 | $13,980,188 | $13,980,188 | $2,045,052 | - | $0 | - | - |
| 2022 · Form 990PF | ||||||||
| $1,070,683 | $717,339 | $9,488,429 | $9,488,429 | $800,000 | - | - | - | - |
| 2021 · Form 990PF | ||||||||
| $2,297,671 | $565,660 | $9,335,085 | $9,335,085 | $2,000,000 | - | $0 | - | - |
| 2021 · Form 990PF | ||||||||
| $2,297,671 | $765,660 | $9,135,085 | $9,135,085 | $2,000,000 | - | $0 | - | - |
| 2020 · Form 990PF | ||||||||
| $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)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| BACON FAMILY FOUNDATION | WA | T20 | $884,594 | $1,288,905 | DIRECTOR | $20,000 | Same NTEE code T20, revenue within 2x, same state |
| HERRAY FOUNDATION | WA | T20 | $866,306 | $620,594 | DIRECTOR, PRESIDENT, VICE | $0 | Same NTEE code T20, revenue within 2x, same state |
| JUNIPER FOUNDATION | WA | T20 | $951,962 | $785,165 | PRESIDENT/TREASURER/DIRECTOR | $0 | Same NTEE code T20, revenue within 2x, same state |
| WILLIAM I SMITH FAMILY FOUNDATION | WA | T20 | $962,559 | $959,779 | PRESIDENT | $12,000 | Same NTEE code T20, revenue within 2x, same state |
| THOMAS C WRIGHT FOUNDATION | WA | T20 | $871,339 | $1,034,510 | TRUSTEE | $117,283 | Same NTEE code T20, revenue within 2x, same state |
| BACON LEGACY FOUNDATION | WA | T20 | $850,087 | $185,106 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| KEN AND DEAN KIRN FOUNDATION | WA | T20 | $954,768 | $322,547 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| SILVER CLOUD FOUNDATION | WA | T20 | $923,799 | $1,552,569 | Director | $5,000 | Same NTEE code T20, revenue within 2x, same state |
| WILLIAM AND PAMELA AYER FOUNDATION TR AGREEMENT | WA | T20 | $897,660 | $307,156 | Trustee | $0 | Same NTEE code T20, revenue within 2x, same state |
| RICHARD AND LOIS WORTHINGTON FOUNDATION | WA | T20 | $826,810 | $399,882 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| BOWLINE FUND | WA | T20 | $966,392 | $211,478 | President | $0 | Same NTEE code T20, revenue within 2x, same state |
| SHATZ FAMILY FOUNDATION | AZ | T20 | $820,523 | $189,271 | PRESIDENT | $5,000 | Same NTEE code T20, revenue within 2x |
| SWENSON FAM FOUNDATION | NJ | T20 | $843,388 | $222,530 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x |
| TU FOUNDATION | CA | T20 | $929,031 | $3,395,950 | CHAIRMAN | $0 | Same NTEE code T20, revenue within 2x |
| 1830 FAMILY FOUNDATION | PA | T20 | $928,354 | $1,144,884 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x |
| TYE FOUNDATION | NY | T20 | $848,800 | $2,502,126 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x |
| TRAE YOUNG FAMILY FOUNDATION | NY | T20 | $950,067 | $942,200 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x |
| K-ED FOUNDATION | TX | T20 | $883,334 | $2,544,496 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x |
| TURNER FAMILY FOUNDATION | MO | T20 | $877,926 | $421,167 | Executive director | $50,000 | Same NTEE code T20, revenue within 2x |
| TWILLEY FAMILY FOUNDATION | NC | T20 | $933,849 | $102,831 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x |
| KOELBEL FAMILY FOUNDATION | CO | T20 | $934,912 | $595,748 | VICE PRESIDENT | $0 | Same NTEE code T20, revenue within 2x |
| ABRAHAM FAMILY FOUNDATION | CA | T20 | $946,674 | $1,325,275 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x |
| KIM FAMILY FOUNDATION INC | NY | T20 | $956,882 | $922,248 | DIRECTOR | $77,500 | Same NTEE code T20, revenue within 2x |
| TABLADA FAMILY FOUNDATION | NY | T20 | $822,805 | $2,788,120 | PRESIDENT/TREASURER | $0 | Same NTEE code T20, revenue within 2x |
| J-M FAMILY FOUNDATION | MT | T20 | $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).
| Grantor | Type | Total given | Grants | Organizations funded | Years | Which ones |
|---|---|---|---|---|---|---|
| ROOTS AND WINGS | Private foundation | $8,496,888 | 1 | 1 | 2013–2013 | HERRAY FOUNDATION |
| STANISLAUS COMMUNITY FOUNDATION | DAF sponsor | $120,000 | 4 | 1 | 2016–2024 | COSTA FAMILY FOUNDATION |
| PAUL AND LISA DEANGELO FAMILY FOUNATION | Private foundation | $45,000 | 3 | 1 | 2023–2025 | CAREY FAMILY FOUNDATION |
| HARNISH FOUNDATION | Private foundation | $25,000 | 1 | 1 | 2024–2024 | BACON FAMILY FOUNDATION |
| UNITED CHARITABLE | DAF sponsor | $14,151 | 1 | 1 | 2014–2014 | RJW FOUNDATION |
| SGT KAY FOUNDATION | Private foundation | $10,000 | 1 | 1 | 2024–2024 | BACON FAMILY FOUNDATION |
| TOWERBROOK FOUNDATION | Private foundation | $10,000 | 1 | 1 | 2024–2024 | COSTA FAMILY FOUNDATION |
| KEVIN AND MASHA KEATING FAMILY FOUNDATION | Private foundation | $3,500 | 1 | 1 | 2024–2024 | PH FOUNDATION |
| THE OKI FOUNDATION | Private foundation | $1,000 | 1 | 1 | 2024–2024 | BACON FAMILY FOUNDATION |
| TRUE NORTH FAMILY FOUNDATION | Private foundation | $1,000 | 1 | 1 | 2024–2024 | BACON FAMILY FOUNDATION |
| COLEGATO FOUNDATION TR | Private foundation | $500 | 1 | 1 | 2019–2019 | 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
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $753,736 | 100% |
2023 · Form 990PF · $911,893 spent · pay $0 · grants $860,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $911,893 | 100% |
2022 · Form 990PF · $717,339 spent · pay $0 · grants $650,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $717,339 | 100% |
2021 · Form 990PF · $565,660 spent · pay $0 · grants $482,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $565,660 | 100% |
2020 · Form 990PF · $581,714 spent · pay $0 · grants $500,511 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $581,714 | 100% |