Jerold B Katz Foundation

Private foundation · EIN 74-2164970 · since 1981·New York, Texas·Updated 13 October 2026

At a glance

$18M
Annual giving, 2023 tax year
From the Form 990-PF filing
$50,000 to $3.5M
Grant range
From grants in the 990-PF filings
$580k
Typical grant (median)
13 grants in the latest filing
Open to applications
Rolling, no deadlines · unsolicited applications welcome

Overview

Jerold B Katz Foundation is a US private foundation based in Houston, TX.

What they fund

Profile derived from the foundation's IRS Form 990-PF filings (TY2023, TY2022) and web pages about the foundation (tmc.edu), with every statement checked against those sources. Sources read on 7 October 2026.

Priority Areas

The foundation reports funding medical research, particularly in brain injury, metabolic disorders, nursing, and health care quality and outcomes research. Its grant record also includes donations to hospitals and health institutions, schools, a religious congregation, museums, a police foundation, and social-service organisations; the recorded purposes do not identify specific projects. It accepts applications in any standard format. Scholarships under the named programme are administered by the Citizens' Scholarship Foundation of America and are available to children of employees of the Katz controlled group. The filings state no broader organisational eligibility criteria or general geographic limit.

Themes

  • Brain injury research
  • Metabolic disorder research
  • Nursing research
  • Health care quality research

Geographic Focus

No geographic focus is stated; the filings show grants mainly in Texas and New York.

How to apply

Applicants may use any standard format; scholarship applications must use the Citizens' Scholarship Foundation of America form.

Application success factors

  • Repeat giving: In its TY2023 filing, 65% of its grant dollars to organisations went to organisations it had also funded in its TY2022 filing.
  • Grant size: Across its TY2022 and TY2023 filings, half of its 24 grants to organisations were $250,000 or less.

Where grants go

From grants to organisations in the foundation’s filings for tax years 2022–2023.

Grant dollars by state

Texas78%
New York21%
California<1%
  • The largest single recipient received 34% of grant dollars to organisations.
  • In tax year 2023, 65% of grant dollars went to organisations Jerold B Katz Foundation had funded in earlier filings.
  • No grants were paid directly to organisations outside the US.
  • 2% of grant dollars went to intermediaries that regrant to other organisations.

Grants

13 grants in the latest filing analysed · median $580k

How much do they typically give?

Share of 13 grants in tax year 2023 by size

$25k–$50k8%
$50k–$100k0%
$100k–$250k23%
$250k–$500k8%
$500k–$1M23%
$1M and over38%

Median $580k (tax year 2023)

The largest grants to organisations in the foundation’s latest filing:

  • The Methodist Hospital · 2024 donation
    $6,500,0002023 tax year
  • NYU Langone Health · 2024 donation
    $3,500,0002023 tax year
  • The Nightingale-Bamford School · 2024 donation
    $2,100,0002023 tax year
  • Congregation Emanu El · 2024 donation
    $2,000,0002023 tax year
  • Texas Children's Hospital · 2024 donation
    $1,500,0002023 tax year
  • Museum of Fine Arts, Houston · 2024 donation
    $700,0002023 tax year
  • Houston Police Foundation · 2024 donation
    $580,0002023 tax year
  • Ut Health Science Center · 2024 donation
    $500,0002023 tax year

Grants to organisations listed in the foundation’s Form 990-PF filings. Grants to individuals are not shown.

Officers and directors

  • Michael Helfer — Trustee
  • Lissy Katz Bank — Trustee
  • Nicolas Garcia — Secretary / Treasurer
  • Duncan Lamme — Vice President
  • Evan H Katz — President / Trustee

From the latest Form 990-PF filing

2 years of tax filings

YearTotal expensesGrants paidAssetsFiling document
2022 tax year$11,357,509$10,150,000$405,308,537Filing for 2022 tax year
2023 tax year$20,149,480$17,980,000$470,113,290Filing for 2023 tax year

Figures from the foundation’s IRS Form 990-PF filings. Assets are at fair market value at year end. The document icon links to each year’s filing on ProPublica Nonprofit Explorer.

Sources

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Contact

  • (713) 953-7700
  • Houston, TX