Helen Katz Charitable Trust 505029000002 | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Helen Katz Charitable Trust 505029000002. Data shown is extracted from Form 990-PF filings.

EIN: 33-6366418

Foundation Overview

Based in Jeffersonville, IN, Helen Katz Charitable Trust 505029000002 has awarded 24 grants totaling $513,971 to organizations in District of Columbia, Arizona and 1 other state across the US. Individual grants range from $20,038 to $22,199, with a median award of $21,680.

Latest Tax Year
2023
Total Giving (all years)
$513,971
Total Assets
$1,355,081
Median Grant (all grants)
$21,680

Latest Form 990-PF Snapshot

Total Grants
6
Median Grant
$22,199
% No Significant Change
2% (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
Closed Network: N/A

0 of 6 recipients (0%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.

Geographic Focus
District of Columbia

Grants are geographically diversified with 33% in District of Columbia and funding distributed across 3 total locations. This foundation values broad geographic impact and diverse community partnerships. Within District of Columbia, funding concentrates in Washington (100%).

Funding Trajectory
+2%

Stable funding levels with 2% change over 5 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.

Program Areas
General Purposes

Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Helen Katz Charitable Trust 505029000002'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
American Center For Law And Justice-dist $22,199 Washington, DC, US General Purposes 2023
Alliance Defending Freedom $22,199 Scottsdale, AZ, US General Purposes 2023
D James Kennedy Ministries $22,199 Fort Lauderdale, FL, US General Purposes 2023
American Center For Law And Justice-dist $22,199 Washington, DC, US General Purposes 2023
Alliance Defending Freedom $22,199 Scottsdale, AZ, US General Purposes 2023
D James Kennedy Ministries $22,199 Fort Lauderdale, FL, US General Purposes 2023
American Center For Law And Justice-dist $21,672 Washington, DC, US General Purposes 2022
Alliance Defending Freedom $21,672 Scottsdale, AZ, US General Purposes 2022
D James Kennedy Ministries $21,673 Fort Lauderdale, FL, US General Purposes 2022
American Center For Law And Justice-dist $21,672 Washington, DC, US General Purposes 2022
Alliance Defending Freedom $21,672 Scottsdale, AZ, US General Purposes 2022
D James Kennedy Ministries $21,673 Fort Lauderdale, FL, US General Purposes 2022
American Center For Law And Justice-dist $20,068 Washington, DC, US General Purposes 2021
Alliance Defending Freedom $20,068 Scottsdale, AZ, US General Purposes 2021
D James Kennedy Ministries $20,068 Fort Lauderdale, FL, US General Purposes 2021
American Center For Law And Justice-dist $20,038 Washington, DC, US General Purposes 2020
Alliance Defending Freedom $20,038 Scottsdale, AZ, US General Purposes 2020
D James Kennedy Ministries $20,038 Fort Lauderdale, FL, US General Purposes 2020
American Center For Law And Justice-dist $21,687 Washington, DC, US General Purposes 2019
Alliance Defending Freedom $21,687 Scottsdale, AZ, US General Purposes 2019
D James Kennedy Ministries $21,687 Fort Lauderdale, FL, US General Purposes 2019
American Center For Law And $21,788 Washington, DC, US General Purposes 2018
Alliance Defending Freedom $21,788 Scottsdale, AZ, US General Purposes 2018
D James Kennedy Ministries $21,788 Fort Lauderdale, FL, US General Purposes 2018

Foundations Similar to Helen Katz Charitable Trust 505029000002

Discover 5 foundations with comparable assets ($1,199,329-$1,375,276), similar grant patterns, and geographic focus in IN 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: 35-6015582 | 34 grants awarded
$1,351,087
(≈ Similar)
$16,062.5
median grant
Evansville, IN
Same state
100%
Excellent match

EIN: 35-6014868 | 42 grants awarded
$1,375,276
(≈ Similar)
$11,000
median grant
Fort Wayne, IN
Same state
99%
Excellent match

EIN: 84-3019080 | 11 grants awarded
$1,279,708
(≈ Similar)
$20,000
median grant
Indianapolis, IN
Same state
97%
Excellent match

EIN: 46-6944358 | 16 grants awarded
$1,241,330
(≈ Similar)
$28,626
median grant
Evansville, IN
Same state
96%
Excellent match

EIN: 81-2237391 | 22 grants awarded
$1,199,329
(≈ Similar)
$30,000
median grant
Evansville, IN
Same state
94%
Excellent match

Contact Information

Official contact details for Helen Katz Charitable Trust 505029000002 as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 33-6366418
Website N/A
Address 200 EAST 12TH STREET SUITE B Jeffersonville, IN 47130-3854

Key People (1)

Board members, trustees, and key staff who oversee Helen Katz Charitable Trust 505029000002's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee

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 Helen Katz Charitable Trust 505029000002 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.