Grants paid by The Amelia and Joshua Katzen Family Foundation Inc C/O Rochester Mgmt
EIN 45-2366147 · Newton, MA · Form 990-PF, Part XV · NTEE T12
The Amelia and Joshua Katzen Family Foundation Inc C/O Rochester Mgmt of Newton, MA (EIN 45-2366147) reported 35 grants paid totaling $1,241,968 to 19 recipients in tax years 2018–2024, on Form 990-PF, Part XV. Derived from IRS e-file data, dataset version 2026.09.0, built 2026-09-03.
Grants paid
$1,241,968
35 grants
Recipients
19
distinct organizations
Tax years
2018–2024
6 filings in the corpus
By tax year
| Tax year | Grants paid | Amount paid | Approved for future |
|---|---|---|---|
| 2018 | 5 | $280,175 | — |
| 2019 | 8 | $335,923 | — |
| 2020 | 8 | $200,067 | — |
| 2022 | 3 | $80,646 | — |
| 2023 | 5 | $141,626 | — |
| 2024 | 6 | $203,531 | — |
Top recipients
The 19 recipients receiving the most from The Amelia and Joshua Katzen Family Foundation Inc C/O Rochester Mgmt, by grants paid, out of 19 distinct recipients.
| Recipient | Match | Location | Grants | Total paid | Latest year |
|---|---|---|---|---|---|
| Ubs Donor Advised Fund | U | Newton, MA | 4 | $549,616 | 2024 |
| Fidelity Charitable Gift Fund | U | Covington, KY | 1 | $250,000 | 2018 |
| Jns - Board Meetings and Related Travel | U | Newton, MA | 3 | $156,637 | 2024 |
| Jinsa - Board Meetings and Related Travel | U | Washington, DC | 4 | $100,936 | 2024 |
| Ncsej - Board Meeting and Related Travel | U | Washington, DC | 1 | $55,222 | 2022 |
| Conference of Presidents - Directors Meeting Expenses | U | New York, NY | 2 | $31,104 | 2019 |
| Ncsej | U | Washington, DC | 2 | $29,527 | 2019 |
| Jewish News Service - Directors Meeting Expenses | U | Newton, MA | 2 | $17,986 | 2019 |
| Jinsa - Cash | U | Washington, DC | 2 | $17,500 | 2020 |
| Camera - Committee for Accuracy in Me Reporting and Analysis Board Meetings | U | Brighton, MA | 2 | $11,554 | 2024 |
| Tikvah Fund 13-3676152 | B | New York, NY | 2 | $7,500 | 2020 |
| Harvard Musical Association 04-2104284 | B | Boston, MA | 3 | $6,000 | 2024 |
| Camera - Lk Lecture Expenses | U | Brighton, MA | 1 | $3,560 | 2018 |
| John Payne Music Center | U | Brookline, MA | 1 | $1,500 | 2020 |
| Eric Eleazar Levenson Fndn for Hope 81-4420137 | C | West Orange, NJ | 1 | $1,069 | 2020 |
| Champions for Childrens Hospital | U | Boston, MA | 1 | $1,000 | 2022 |
| Pmc | U | Boston, MA | 1 | $507 | 2023 |
| Kollel of Greater Boston 04-2932859 | B | Brighton, MA | 1 | $500 | 2024 |
| Jcrc Boston - Birnbaum | U | Boston, MA | 1 | $250 | 2020 |
Match tier: A Reported EIN · B Exact name and place · C Strong name match · D Probable name match · U Unresolved. Tiers C and D are inferred, not reported; see how matching works.
Every grant
All 35 grant rows this organization reported, most recent first.
| Tax year | Recipient | Match | Amount | Type | Purpose | Source filing |
|---|---|---|---|---|---|---|
| 2024 | Ubs Donor Advised Fund Newton, MA | U | $100,000 | paid | DONATION | 202533009349100908 |
| 2024 | Jns - Board Meetings and Related Travel Newton, MA | U | $49,362 | paid | TRUSTEES OF THE FOUNDATION ARE MEMBERS OF THE BOARD OF DIRECTORS OF THE CHARITY, ALL EXPENSES RELATED TO AIDING & SUPPORTING THE CHARITABLE ORGANIZATIONS GOALSTHE CHARITABLE ORGANIZATIONS GOALS | 202533009349100908 |
| 2024 | Jinsa - Board Meetings and Related Travel Washington, DC | U | $47,676 | paid | TRUSTEES OF THE FOUNDATION ARE MEMBERS OF THE BOARD OF DIRECTORS OF THE CHARITY, ALL EXPENSES RELATED TO AIDING & SUPPORTING THE CHARITABLE ORGANIZATIONS GOALSTHE CHARITABLE ORGANIZATIONS GOALS | 202533009349100908 |
| 2024 | Camera - Committee for Accuracy in Me Reporting and Analysis Board Meetings Brighton, MA | U | $4,993 | paid | TRUSTEES OF THE FOUNDATION ARE MEMBERS OF THE BOARD OF DIRECTORS OF THE CHARITY, ALL EXPENSES RELATED TO AIDING & SUPPORTING THE CHARITABLE ORGANIZATIONS GOALSTHE CHARITABLE ORGANIZATIONS GOALS | 202533009349100908 |
| 2024 | Harvard Musical Association Cambridge, MA | C | $1,000 | paid | DONATION | 202533009349100908 |
| 2024 | Kollel of Greater Boston Brighton, MA | B | $500 | paid | DONATION | 202533009349100908 |
| 2023 | Jns - Board Meetings and Related Travel Newton, MA | U | $82,851 | paid | TRUSTEES OF THE FOUNDATION ARE MEMBERS OF THE BOARD OF DIRECTORS OF THE CHARITY, ALL EXPENSES RELATED TO AIDING & SUPPORTING THE CHARITABLE ORGANIZATIONS GOALSTHE CHARITABLE ORGANIZATIONS GOALS | 202433129349100338 |
| 2023 | Ubs Donor Advised Fund Newton, MA | U | $44,000 | paid | DONATION | 202433129349100338 |
| 2023 | Jinsa - Board Meetings and Related Travel Washington, DC | U | $7,707 | paid | TRUSTEES OF THE FOUNDATION ARE MEMBERS OF THE BOARD OF DIRECTORS OF THE CHARITY, ALL EXPENSES RELATED TO AIDING & SUPPORTING THE CHARITABLE ORGANIZATIONS GOALSTHE CHARITABLE ORGANIZATIONS GOALS | 202433129349100338 |
| 2023 | Camera - Committee for Accuracy in Me Reporting and Analysis Board Meetings Brighton, MA | U | $6,561 | paid | TRUSTEES OF THE FOUNDATION ARE MEMBERS OF THE BOARD OF DIRECTORS OF THE CHARITY, ALL EXPENSES RELATED TO AIDING & SUPPORTING THE CHARITABLE ORGANIZATIONS GOALSTHE CHARITABLE ORGANIZATIONS GOALS | 202433129349100338 |
| 2023 | Pmc Boston, MA | U | $507 | paid | DONATION | 202433129349100338 |
| 2022 | Ncsej - Board Meeting and Related Travel Washington, DC | U | $55,222 | paid | TRUSTEES OF THE FOUNDATION ARE MEMBERS OF THE BOARD OF DIRECTORS OF THE CHARITY, ALL EXPENSES RELATED TO AIDING & SUPPORTING THE CHARITABLE ORGANIZATIONS GOALSTHE CHARITABLE ORGANIZATIONS GOALS | 202323129349101697 |
| 2022 | Jns - Board Meetings and Related Travel Newton, MA | U | $24,424 | paid | TRUSTEES OF THE FOUNDATION ARE MEMBERS OF THE BOARD OF DIRECTORS OF THE CHARITY, ALL EXPENSES RELATED TO AIDING & SUPPORTING THE CHARITABLE ORGANIZATIONS GOALSTHE CHARITABLE ORGANIZATIONS GOALS | 202323129349101697 |
| 2022 | Champions for Childrens Hospital Boston, MA | U | $1,000 | paid | DONATION | 202323129349101697 |
| 2020 | Ubs Donor Advised Fund Newton, MA | U | $151,212 | paid | DONATION | 202113099349101106 |
| 2020 | Jinsa - Board Meetings and Related Travel Washington, DC | U | $33,536 | paid | TRUSTEES OF THE FOUNDATION ARE MEMBERS OF THE BOARD OF DIRECTORS OF THE CHARITY, ALL EXPENSES RELATED TO AIDING & SUPPORTING THE CHARITABLE ORGANIZATIONS GOALSTHE CHARITABLE ORGANIZATIONS GOALS | 202113099349101106 |
| 2020 | Jinsa - Cash Washington, DC | U | $5,000 | paid | CASH - GENERAL FUND | 202113099349101106 |
| 2020 | Tikvah Fund New York, NY | B | $5,000 | paid | CASH DONATION - GENERAL FUND | 202113099349101106 |
| 2020 | Harvard Musical Association Boston, MA | B | $2,500 | paid | CASH DONATION - GENERAL FUND | 202113099349101106 |
| 2020 | John Payne Music Center Brookline, MA | U | $1,500 | paid | TRUSTEE OF THE FOUNDATION ARE THE COO OF THE CHARITY, ALL EXPENSES RELATED TO AIDING & SUPPORTING THE CHARITABLE ORGANIZATIONS GOALS | 202113099349101106 |
| 2020 | Eric Eleazar Levenson Fndn for Hope West Orange, NJ | C | $1,069 | paid | TRUSTEES OF THE FOUNDATION ARE MEMBERS OF THE BOARD OF DIRECTORS OF THE CHARITY, ALL EXPENSES RELATED TO AIDING & SUPPORTING THE CHARITABLE ORGANIZATIONS GOALS | 202113099349101106 |
| 2020 | Jcrc Boston - Birnbaum Boston, MA | U | $250 | paid | TRUSTEES OF THE FOUNDATION ARE COMMITTEE MEMBERS OF THE CHARITY, ALL EXPENSES RELATED TO AIDING & SUPPORTING THE CHARITABLE ORGANIZATIONS GOALS | 202113099349101106 |
| 2019 | Ubs Donor Advised Fund Boston, MA | U | $254,404 | paid | CASH DONATION - GENERAL FUND | 202021269349100917 |
| 2019 | Ncsej Washington, DC | U | $24,332 | paid | TRUSTEES OF THE FOUNDATION ARE MEMBERS OF THE BOARD OF DIRECTORS OF THE CHARITY, ALL EXPENSES RELATED TO AIDING & SUPPORTING THE CHARITABLE ORGANIZATIONS GOALS | 202021269349100917 |
| 2019 | Conference of Presidents - Directors Meeting Expenses New York, NY | U | $16,293 | paid | TRUSTEES OF THE FOUNDATION ARE COMMITTEE MEMBERS OF THE CHARITY, ALL EXPENSES RELATED TO AIDING & SUPPORTING THE CHARITABLE ORGANIZATIONS GOALS | 202021269349100917 |
| 2019 | Jinsa - Cash Washington, DC | U | $12,500 | paid | CASH - GENERAL FUND | 202021269349100917 |
| 2019 | Jinsa - Board Meetings and Related Travel Washington, DC | U | $12,017 | paid | TRUSTEES OF THE FOUNDATION ARE MEMBERS OF THE BOARD OF DIRECTORS OF THE CHARITY, ALL EXPENSES RELATED TO AIDING & SUPPORTING THE CHARITABLE ORGANIZATIONS GOALSTHE CHARITABLE ORGANIZATIONS GOALS | 202021269349100917 |
| 2019 | Jewish News Service - Directors Meeting Expenses Newton, MA | U | $11,377 | paid | TRUSTEE OF THE FOUNDATION ARE THE COO OF THE CHARITY, ALL EXPENSES RELATED TO AIDING & SUPPORTING THE CHARITABLE ORGANIZATIONS GOALS | 202021269349100917 |
| 2019 | Tikvah Fund New York, NY | B | $2,500 | paid | CASH DONATION - GENERAL FUND | 202021269349100917 |
| 2019 | Harvard Musical Association Boston, MA | B | $2,500 | paid | CASH DONATION - GENERAL FUND | 202021269349100917 |
| 2018 | Fidelity Charitable Gift Fund Covington, KY | U | $250,000 | paid | GENERAL FUND | 201911339349101711 |
| 2018 | Conference of Presidents - Directors Meeting Expenses New York, NY | U | $14,811 | paid | TRUSTEES OF THE FOUNDATION ARE COMMITTEE MEMBERS OF THE CHARITY, ALL EXPENSES RELATED TO AIDING & SUPPORTING THE CHARITABLE ORGANIZATIONS GOALS | 201911339349101711 |
| 2018 | Jewish News Service - Directors Meeting Expenses Newton, MA | U | $6,609 | paid | TRUSTEE OF THE FOUNDATION ARE THE COO OF THE CHARITY, ALL EXPENSES RELATED TO AIDING & SUPPORTING THE CHARITABLE ORGANIZATIONS GOALS | 201911339349101711 |
| 2018 | Ncsej Washington, DC | U | $5,195 | paid | TRUSTEES OF THE FOUNDATION ARE MEMBERS OF THE BOARD OF DIRECTORS OF THE CHARITY, ALL EXPENSES RELATED TO AIDING & SUPPORTING THE CHARITABLE ORGANIZATIONS GOALS | 201911339349101711 |
| 2018 | Camera - Lk Lecture Expenses Brighton, MA | U | $3,560 | paid | TRUSTEES OF THE FOUNDATION ARE MEMBERS OF THE BOARD OF DIRECTORS OF THE CHARITY, ALL EXPENSES RELATED TO AIDING & SUPPORTING THE CHARITABLE ORGANIZATIONS GOALS | 201911339349101711 |
Match tier: A Reported EIN · B Exact name and place · C Strong name match · D Probable name match · U Unresolved. Tiers C and D are inferred, not reported; see how matching works.
Recipient matching for this dataset version has not yet completed its independent precision check. Tier A rows carry the EIN the filer reported; tiers B–D are the matcher's inference and should be read as leads until the check is published on the methodology page.
Source filings
Every figure above is traceable to one of these IRS e-file returns by its OBJECT_ID.
| Form | Tax year | Period end | Filed | Schema | IRS OBJECT_ID |
|---|---|---|---|---|---|
| 990PF | 2024 | 2024-12-31 | not stated | 2024v5.2 | 202533009349100908 |
| 990PF | 2023 | 2023-12-31 | not stated | 2023v5.1 | 202433129349100338 |
| 990PF | 2022 | 2022-12-31 | not stated | 2022v5.0 | 202323129349101697 |
| 990PF | 2020 | 2020-12-31 | not stated | 2020v4.1 | 202113099349101106 |
| 990PF | 2019 | 2019-12-31 | not stated | 2019v5.1 | 202021269349100917 |
| 990PF | 2018 | 2018-12-31 | not stated | 2018v3.1 | 201911339349101711 |
Derived from IRS Form 990-PF e-file XML; recipient identities from the IRS Exempt Organizations Business Master File. Dataset version 2026.09.0, built 2026-09-03. The same rows as Parquet: manifest; as JSON: /api/funders/452366147.json.
The same organization elsewhere in the program: exempt status and filing health · federal awards · grant guidance · open opportunities.
This is informational only, derived from public data on the dates shown. It is not an eligibility determination, and not legal, tax, or accounting advice. Verify against the official source before relying on it.