The Charles And Roberta Katz | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Charles And Roberta Katz. Data shown is extracted from Form 990-PF filings.
EIN: 91-2001806
Foundation Overview
Based in Palo Alto, CA, The Charles And Roberta Katz has awarded 90 grants totaling $2,428,500 to organizations in Oregon, California and 5 other states across the US. Individual grants range from $1,000 to $110,000, with a median award of $10,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
2 of 11 recipients (18%) were new grantees. Foundation strongly favors organizations with proven track records. New partnerships develop slowly over time.
Geographic Focus
54% of grants are awarded in California, with additional funding distributed across 6 other locations. The foundation balances regional focus with broader geographic diversity. Within California, funding concentrates in San Francisco (43%), Menlo Park (22%), Stanford (18%).
Funding Trajectory
Strong 99% 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
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?
Grants & Funding
Analyzing past grantees provides valuable insights into The Charles And Roberta Katz'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 |
|---|---|---|---|---|
| Deschutes River Alliance | $1,000 | Portland, OR, US | General Funding | 2023 |
| Earth Justice | $85,000 | San Francisco, CA, US | General Funding | 2023 |
| East Palo Alto Academy Foundation | $5,000 | Palo Alto, CA, US | General Funding | 2023 |
| Exploratorium | $75,000 | San Francisco, CA, US | General Funding | 2023 |
| Lifemoves | $20,000 | Menlo Park, CA, US | General Funding | 2023 |
| National Park Conservation Association (Npca) | $30,000 | Washington, DC, US | General Funding | 2023 |
| Organization For Tropical Studies | $5,000 | Durham, NC, US | General Funding | 2023 |
| Second Harvest | $15,000 | Chicago, IL, US | General Funding | 2023 |
| Stanford University | $12,000 | Stanford, CA, US | General Funding | 2023 |
| Tidelines Institute | $25,000 | Gustavus, AK, US | General Funding | 2023 |
| World Wildlife Fund | $5,000 | Washington, DC, US | General Funding | 2023 |
| Deschutes River Alliance | $2,500 | Portland, OR, US | General Funding | 2022 |
| Earth Justice | $85,000 | San Francisco, CA, US | General Funding | 2022 |
| East Palo Alto Academy Foundation | $5,000 | Palo Alto, CA, US | General Funding | 2022 |
| Exploratorium | $75,000 | San Francisco, CA, US | General Funding | 2022 |
| Lifemoves | $10,000 | Menlo Park, CA, US | General Funding | 2022 |
| National Park Conservation Association (npca) | $25,000 | Washington, DC, US | General Funding | 2022 |
| Second Harvest | $10,000 | Chicago, IL, US | General Funding | 2022 |
| Stanford University | $62,000 | Stanford, CA, US | General Funding | 2022 |
| World Wildlife Fund | $5,000 | Washington, DC, US | General Funding | 2022 |
| Deschutes River Alliance | $2,500 | Portland, OR, US | General Funding | 2022 |
| Earth Justice | $85,000 | San Francisco, CA, US | General Funding | 2022 |
| East Palo Alto Academy Foundation | $5,000 | Palo Alto, CA, US | General Funding | 2022 |
| Exploratorium | $75,000 | San Francisco, CA, US | General Funding | 2022 |
| Lifemoves | $10,000 | Menlo Park, CA, US | General Funding | 2022 |
| National Park Conservation Association (Npca) | $25,000 | Washington, DC, US | General Funding | 2022 |
| Second Harvest | $10,000 | Chicago, IL, US | General Funding | 2022 |
| Stanford University | $62,000 | Stanford, CA, US | General Funding | 2022 |
| World Wildlife Fund | $5,000 | Washington, DC, US | General Funding | 2022 |
| Deschutes River Alliance | $2,500 | Portland, OR, US | General Funding | 2022 |
| Earth Justice | $85,000 | San Francisco, CA, US | General Funding | 2022 |
| East Palo Alto Academy Foundation | $5,000 | Palo Alto, CA, US | General Funding | 2022 |
| Exploratorium | $75,000 | San Francisco, CA, US | General Funding | 2022 |
| Lifemoves | $10,000 | Menlo Park, CA, US | General Funding | 2022 |
| National Park Conservation Association (Npca) | $25,000 | Washington, DC, US | General Funding | 2022 |
| Second Harvest | $10,000 | Chicago, IL, US | General Funding | 2022 |
| Stanford University | $62,000 | Stanford, CA, US | General Funding | 2022 |
| World Wildlife Fund | $5,000 | Washington, DC, US | General Funding | 2022 |
| Deschutes River Alliance | $2,500 | Portland, OR, US | General Funding | 2021 |
| Earth Justice | $75,000 | San Francisco, CA, US | General Funding | 2021 |
| East Palo Alto Academy Foundation | $5,000 | Palo Alto, CA, US | General Funding | 2021 |
| Exploratorium | $75,000 | San Francisco, CA, US | General Funding | 2021 |
| Lifemoves | $10,000 | Menlo Park, CA, US | General Funding | 2021 |
| National Park Conservation Association (npca) | $25,000 | Washington, DC, US | General Funding | 2021 |
| Second Harvest | $7,500 | Chicago, IL, US | General Funding | 2021 |
| Stanford University | $62,000 | Stanford, CA, US | General Funding | 2021 |
| World Wildlife Fund | $5,000 | Washington, DC, US | General Funding | 2021 |
| Deschutes River Alliance | $5,000 | Portland, OR, US | General Funding | 2020 |
| Earth Justice | $75,000 | San Francisco, CA, US | General Funding | 2020 |
| East Palo Alto Academy Foundation | $5,000 | Palo Alto, CA, US | General Funding | 2020 |
| Exploratorium | $75,000 | San Francisco, CA, US | General Funding | 2020 |
| Lifemoves | $10,000 | Menlo Park, CA, US | General Funding | 2020 |
| National Park Conservation Association (npca) | $25,000 | Washington, DC, US | General Funding | 2020 |
| San Francisco Food Bank | $5,000 | San Francisco, CA, US | General Funding | 2020 |
| Second Harvest | $5,000 | Chicago, IL, US | General Funding | 2020 |
| Stanford University | $67,000 | Stanford, CA, US | General Funding | 2020 |
| World Wildlife Fund | $5,000 | Washington, DC, US | General Funding | 2020 |
| Deschutes River Alliance | $5,000 | Portland, OR, US | General Funding | 2018 |
| Earth Justice | $75,000 | San Francisco, CA, US | General Funding | 2018 |
| East Palo Alto Academy Foundation | $10,000 | Palo Alto, CA, US | General Funding | 2018 |
| Exploratorium | $50,000 | San Francisco, CA, US | General Funding | 2018 |
| Lifemoves | $10,000 | Menlo Park, CA, US | General Funding | 2018 |
| National Park Conservation Association (npca) | $50,000 | Washington, DC, US | General Funding | 2018 |
| Nature Conservancy Of Washington | $5,000 | Seattle, WA, US | General Funding | 2018 |
| San Francisco Food Bank | $5,000 | San Francisco, CA, US | General Funding | 2018 |
| Second Harvest | $5,000 | Chicago, IL, US | General Funding | 2018 |
| Stanford University | $110,000 | Stanford, CA, US | General Funding | 2018 |
| World Wildlife Fund | $10,000 | Washington, DC, US | General Funding | 2018 |
| Deschutes River Alliance | $5,000 | Maupin, OR, US | General Funding | 2017 |
| Earth Justice | $75,000 | San Francisco, CA, US | General Funding | 2017 |
| East Palo Alto Academy Foundation | $10,000 | Palo Alto, CA, US | General Funding | 2017 |
| Exploratorium | $85,000 | San Francisco, CA, US | General Funding | 2017 |
| Lifemoves | $10,000 | Menlo Park, CA, US | General Funding | 2017 |
| National Park Conservation Association (npca) | $25,000 | Washington, DC, US | General Funding | 2017 |
| Nature Conservancy Of Washington | $10,000 | Seattle, WA, US | General Funding | 2017 |
| San Francisco Food Bank | $5,000 | San Francisco, CA, US | General Funding | 2017 |
| Second Harvest | $5,000 | Chicago, IL, US | General Funding | 2017 |
| Stanford Schools Corporation | $2,500 | Menlo Park, CA, US | General Funding | 2017 |
| Stanford University | $51,000 | Stanford, CA, US | General Funding | 2017 |
| World Wildlife Fund | $10,000 | Washington, DC, US | General Funding | 2017 |
| Deschutes River Alliance | $5,000 | Maupin, OR, US | General Funding | 2016 |
| Exploratorium | $25,000 | San Francisco, CA, US | General Funding | 2016 |
| Lifemoves | $10,000 | Menlo Park, CA, US | General Funding | 2016 |
| National Park Conservation Association (npca) | $25,000 | Washington, DC, US | General Funding | 2016 |
| Nature Conservancy Of Washington | $10,000 | Seattle, WA, US | General Funding | 2016 |
| San Francisco Food Bank | $5,000 | San Francisco, CA, US | General Funding | 2016 |
| Second Harvest | $5,000 | Chicago, IL, US | General Funding | 2016 |
| Stanford Schools Corporation | $10,000 | Menlo Park, CA, US | General Funding | 2016 |
| Stanford University | $34,500 | Stanford, CA, US | General Funding | 2016 |
| World Wildlife Fund | $10,000 | Washington, DC, US | General Funding | 2016 |
Foundations Similar to The Charles And Roberta Katz
Discover 5 foundations with comparable assets ($5,676,478-$5,713,460), similar grant patterns, and geographic focus in CA 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 |
|---|---|---|---|---|
|
Aark Impact Foundation
EIN: 87-0985133 | 5 grants awarded |
$5,696,705
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$9,400
median grant |
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The Edward R And Elizabeth A Kozel
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$5,691,732
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$15,000
median grant |
Lafayette, CA
Same state |
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|
The Thomas And Bebette
EIN: 95-4594918 | 52 grants awarded |
$5,685,189
(≈ Similar) |
$10,000
median grant |
Temple City, CA
Same state |
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|
The House Of Ruach
EIN: 26-4328617 | 56 grants awarded |
$5,713,460
(≈ Similar) |
$10,000
median grant |
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|
Caprock Partners Giving Foundation
EIN: 83-2774342 | 65 grants awarded |
$5,676,478
(≈ Similar) |
$10,000
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Related Foundation Resources in CA:
Contact Information
Official contact details for The Charles And Roberta Katz as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 91-2001806 |
| Website | N/A |
| Address | PO BOX 411 Palo Alto, CA 94302-0411 |
Key People (5)
Board members, trustees, and key staff who oversee The Charles And Roberta Katz's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| President | Charles J Katz Jr |
|---|---|
| First Vice President | Roberta B Katz |
| Vice President | Sarah B Katz |
| Vice President | Sydney M Katz |
| Secretary/treasurer | Roberta B 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 The Charles And Roberta Katz 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
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Research Applications
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