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Also known as: FOUNDATION TR AGREEMENT
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The Allen And Erica Josephs Charitable Foundation Trust Agreement is a private trust based in MIAMI, FL. The foundation received its IRS ruling in 2021. It holds total assets of $4.9M. Annual income is reported at $617K. The foundation is governed by 2 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2021 to 2023. Grantmaking is concentrated in New York. According to available records, The Allen And Erica Josephs Charitable Foundation Trust Agreement has made 12 grants totaling $422K, with a median grant of $39K. Annual giving has grown from $152K in 2021 to $270K in 2022. Individual grants have ranged from $15K to $50K, with an average award of $35K. The foundation has supported 4 unique organizations. Grant recipients are concentrated in New York. Contributions to this foundation are tax-deductible.
Smallest Grant
$15K
Median Grant
$35K
Average Grant
$34K
Largest Grant
$50K
Based on 4 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
The Allen And Erica Josephs Charitable Foundation Trust Agreement is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 12 grants. Its grantmaking reaches organizations primarily in NY.
The Allen And Erica Josephs Charitable Foundation Trust Agreement has distributed a total of $422K across 12 grants. The median grant size is $39K, with an average of $35K. Individual grants have ranged from $15K to $50K.
The Allen And Erica Josephs Charitable Foundation Trust Agreement typically selects its grantees rather than accepting unsolicited proposals.
The Allen And Erica Josephs Charitable Foundation Trust Agreement is headquartered in MIAMI, FL.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Lisa Kaufman | TRUSTEE | $0 | $0 | N/A |
| Mitchell Josephs | TRUSTEE | $0 | $0 | N/A |
Total Giving
$272K
Total Assets
$5.1M
Fair Market Value
$5.1M
Net Worth
$5.1M
Grants Paid
$162K
Contributions
N/A
Net Investment Income
$63K
Distribution Amount
$254K
Total: $5M
Total Grants
12
Total Giving
$422K
Average Grant
$35K
Median Grant
$39K
Unique Recipients
4
Most Common Grant
$25K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| American Friends Of Israel MuseumGENERAL SUPPORT | New York, NY | $50K | 2022 |
| The Leffel SchoolGENERAL SUPPORT | White Plains, NY | $45K | 2022 |
| Northwell Health FoundationGENERAL SUPPORT | New Hyde Park, NY | $25K | 2022 |
| Second Stage TheatreGENERAL SUPPORT | New York, NY | $15K | 2022 |