Harvey And Phyllis Katz Family | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Harvey And Phyllis Katz Family. Data shown is extracted from Form 990-PF filings.

EIN: 20-4389576

Foundation Overview

Based in Long Branch, NJ, Harvey And Phyllis Katz Family has awarded 14 grants totaling $136,100 to organizations in New York, New Jersey and 2 other states across the US. Individual grants range from $500 to $100,000, with a median award of $1,800.

Latest Tax Year
2023
Total Giving (all years)
$136,100
Total Assets
$39,677
Median Grant (all grants)
$1,800

Latest Form 990-PF Snapshot

Total Grants
2
Median Grant
$6,000
% Median Grant Growth
+233% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Limited Sample: 0%

2 total grants. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.

Geographic Focus
New Jersey

43% of grants are awarded in New Jersey, with additional funding distributed across 3 other locations. The foundation balances regional focus with broader geographic diversity. Within New Jersey, funding concentrates in Long Branch (83%), South River (17%).

Funding Trajectory
+76%

Strong 76% growth in annual giving over 7 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.

Program Areas
Education + General Purposes

Dual focus on education (50%) and general purposes, indicating strategic concentration in complementary program areas.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Harvey And Phyllis Katz Family's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Chabad Of The Shore $10,000 Long Branch, NJ, US General Fund Use 2023
Jewish Federation In The Heart Of New Jersey $2,000 South River, NJ, US General Fund Use 2023
Congregation Agudath Achim $1,800 Brooklyn, NY, US General Fund Use 2022
Congregation Agudath Achim $1,800 Brooklyn, NY, US General Fund Use 2022
Congregation Agudath Achim $1,800 Brooklyn, NY, US General Fund Use 2022
Crohn's Colitis Foundation $500 New York, NY, US Research Support 2021
Chabad Of The Shore $8,000 Long Branch, NJ, US Educational Support 2020
Chabad Lubavitch Of Sarasota $800 Sarasota, FL, US Educational Support 2018
Chabad Of The Shore $1,800 Long Branch, NJ, US Educational Support 2018
Chabad Lubavitch Of Westport $800 Westport, CT, US Educational Support 2017
Chabad Of The Shore $100,000 Long Branch, NJ, US Educational Support 2017
Chabad Lubavitch Of Westport $2,000 Westport, CT, US Educational Support 2016
Chabad Of Sarasota & Manatee Counties $800 Sarasota, FL, US Educational Support 2016
Chabad Of The Shore $4,000 Long Branch, NJ, US Educational Support 2016

Foundations Similar to Harvey And Phyllis Katz Family

Discover 5 foundations with comparable assets ($39,153-$39,758), similar grant patterns, and geographic focus in NJ that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 22-3323753 | 125 grants awarded
$39,758
(≈ Similar)
$2,500
median grant
Secaucus, NJ
Same state
100%
Excellent match

EIN: 22-6135378 | 17 grants awarded
$39,596
(≈ Similar)
$1,000
median grant
Woodstown, NJ
Same state
100%
Excellent match

EIN: 82-3829182 | 50 grants awarded
$39,518
(≈ Similar)
$1,725
median grant
Freehold, NJ
Same state
100%
Excellent match

EIN: 46-5283785 | 37 grants awarded
$39,298
(≈ Similar)
$1,500
median grant
Millburn, NJ
Same state
100%
Excellent match

EIN: 81-4275263 | 25 grants awarded
$39,153
(≈ Similar)
$3,000
median grant
Oradell, NJ
Same state
99%
Excellent match

Contact Information

Official contact details for Harvey And Phyllis Katz Family as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 20-4389576
Website N/A
Address 388 NORTH OCEAN AVENUE 6-C Long Branch, NJ 07740-8606

Key People (1)

Board members, trustees, and key staff who oversee Harvey And Phyllis Katz Family's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee Phyllis Katz

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Harvey And Phyllis Katz Family is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.