CHARLOTTE, NC
The Ezrah Charitable Trust
Quick Facts
- EIN
- 812608588
- Location
- CHARLOTTE, NC
- Category
- Philanthropy & Grantmaking
- Total Assets
- $498.3M
- Annual Income
- $63.9M
- IRS Ruling Year
- 2016
- Organization Type
- Trust
- Principal Officer
- % David I Cohen
- Tax Deductibility
- Contributions are deductible
About This Foundation
The Ezrah Charitable Trust is a private trust based in CHARLOTTE, NC. The foundation received its IRS ruling in 2016. The principal officer is % David I Cohen. It holds total assets of $498.3M. Annual income is reported at $63.9M. The foundation operates in the area of philanthropy & grantmaking. Contributions to this foundation are tax-deductible.
View 990 FilingsFinancial Overview
Total Giving
$9.5M
2023-44%
Total Assets
$483.7M
2023+4%
Fair Market Value
$464.4M
2023
Net Worth
$483.7M
2023
Grants Paid
$8.4M
2023
Contributions
$325K
2023
Net Investment Income
$28.5M
2023
Distribution Amount
$21.3M
2023
Total Giving by Year
$1.6M
19$12.3M
20$19.7M
21$17.1M
22$9.5M
23Asset Growth
$217.6M
19$259.4M
20$449.4M
21$463.9M
22$483.7M
23Investment Portfolio (2023)
Total: $241.3M
Corporate Stock: $241.3M
Other Investments: $197.8M
Cash: $23M
Corporate Stock (52%)
Other Investments (43%)
Cash (5%)
Expense Breakdown (2023)
Grants Paid$8.4M
Legal Fees$490K
Officer Compensation$209K
Accounting Fees$51K
Revenue Sources (2023)
- Capital Gains (Net)
- $20.2M
- Other Income
- $6.9M
- Dividends
- $1.2M
- Interest
- $724K
- Contributions
- $325K
Financial Details (2023)
- Total Revenue
- $29.3M
- Total Expenses
- $9.5M
- Exempt Purpose Expenses
- $8.9M
- Required Distribution
- $21.3M
- Undistributed Income
- $19.8M
- Total Liabilities
- $1
- Excise Tax
- $396K
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
Grantmaking Insights
Total Grants
36
Total Giving
$40M
Average Grant
$1.1M
Median Grant
$433K
Total Giving by Year
$9.6M (13 grants)
20$15.9M (11 grants)
21$14.4M (12 grants)
22Grant Range
Min$1K
Max$7.9M
Median: $433K
Smallest grantLargest grant
Openness to New Grantees (2022)
42%
of 2022 grantees were first-time recipients
Geographic Distribution of Grants
AK
ME
VT
NH
WA
ID
MT
ND
MN
WI
MI
NY
NY: $8.8M (14)
MA
MA: $2.3M (2)
CT
RI
OR
NV
WY
SD
IA
IL
IL: $16.8M (3)
IN
OH
PA
PA: $150K (1)
NJ
CA
CA: $867K (5)
UT
CO
CO: $103K (1)
NE
MO
KY
WV
VA
VA: $2.1M (2)
MD
MD: $40K (1)
DE
DC
DC: $1.4M (2)
AZ
NM
KS
AR
TN
NC
NC: $1K (1)
SC
OK
LA
MS
AL
GA
FL
HI
TX
IL$16.8M (3)
NY$8.8M (14)
MA$2.3M (2)
VA$2.1M (2)
DC$1.4M (2)
CA$867K (5)
Past Grantees
| Recipient | Location | Amount | Year |
|---|---|---|---|
| One Acre Fund UsGENERAL SUPPORT TO ONE ACRE FUND'S MISSION TO SUPPLY AND SUPPORT SMALLHOLDER FARMERS AND ONE ACRE FUND'S DIGITAL TRANSFORMATION. ALSO, TO SUPPORT SPECIFIC ENDEAVORS TO EXPAND ONE ACRE FUND'S MISSION IN RWANDA, MALAWI, AND KENYA. | Highland Park, IL | $7.9M | 2022 |
| American Trust For Oxford University (Assoc Of American Rhodes Scholars)FUNDING TO THE RHODES TRUST FOR THE BENEFIT OF RHODES SCHOLARSHIPS IN AFRICA, WITH A PREFERENCE FOR EAST & WEST AFRICA | Vienna, VA | $2M | 2022 |
| Root Capital IncGENERAL SUPPORT TO ROOT CAPITAL'S WORK PROVIDING FINANCING AND ADVISORY SERVICES TO SMALL AND GROWING AGRICULTURAL BUSINESSES IN THE GLOBAL SOUTH | Cambridge, MA | $1M | 2022 |
| American Jewish World ServicesGENERAL SUPPORT TO AMERICAN JEWISH WORLD SERVICE'S MISSION TO BUILD A MORE JUST AND EQUITABLE WORLD. | New York, NY | $950K | 2022 |
| Friends Of Parivaar IncGENERAL SUPPORT FOR PARIVAAR'S CARE FOR CHILDREN WHO ARE HIGHLY VULNERABLE TO EXPLOITATION, VICTIMIZATION AND TRAFFICKING. | Scarsdale, NY | $750K | 2022 |
| Myagro FarmsGENERAL SUPPORT TO MYAGRO'S TECH-ENABLED SAVINGS MODEL THAT EMPOWERS SMALLHOLDER FARM FAMILIES TO GROW THEIR WAY OUT OF HUNGER AND POVERTY. | New York, NY | $500K | 2022 |
| Digital Divide DataGENERAL SUPPORT FOR DDD'S IMPACT SOURCING MODEL, WHICH EMPOWERS INDIVIDUALS AND BUSINESSES TO BREAK DOWN SOCIAL AND ECONOMIC BARRIERS IN UNDERSERVED COMMUNITIES. | New York, NY | $350K | 2022 |
| Reall LtdSUPPORT FOR SMART HAVENS AFRICA WOLOLO PROJECT, PROVIDING LOW COST, SUSTAINABLE HOUSING SOLUTIONS AND POSITIVE SOCIAL IMPACTS THROUGH EMPLOYMENT, HOME OWNERSHIP, FINANCIAL INCLUSION, AND COMMUNITY EMPOWERMENT IN UGANDA. | Coventry | $300K | 2022 |
| Focusing Philanthropy IncFUNDING FOR THE HOLIDAY IMPACT PRIZE FOR NICHOLAS KRISTOF'S SELECTION IN HIS ANNUAL HOLIDAY GIVING COLUMN IN THE NEW YORK TIMES. | Santa Monica, CA | $253K | 2022 |
| Vanguard Charitable Endowment ProgramCONTRIBUTION TO THE EZRAH CHARITABLE DAF FOR CHARITABLE DISTRIBUTIONS | Southeastern, PA | $150K | 2022 |
| King Baudouin FoundationGRANT TO FRIENDS OF BUILDHER, EQUIPPING WOMEN IN KENYA WITH ACCREDITED CONSTRUCTION AND MANUFACTURING SKILLS LEADING TO GREATER FINANCIAL PROSPERITY, CHANGING MALE ATTITUDES AND PROMOTING GENDER EQUALITY WITHIN THE CONSTRUCTION INDUSTRY. | New York, NY | $104K | 2022 |
| The Rhodes Trust Co Rhodes HousePRIZE AND EXPENSE FUNDS FOR THE AANIT PRIZE OF THE MANDELA RHODES FOUNDATION, WHICH SUPPORTS INITIATIVES THAT CAN DELIVER POSITIVE SOCIAL IMPACT FOR AFRICA'S MOST MARGINALIZED POPULATIONS. | Oxford | $100K | 2022 |
| One Acre Fund UsGENERAL SUPPORT | Highland Park, IL | $6.7M | 2021 |
| Raspberry Pi FoundationGENERAL SUPPORT | Cambridge | $5M | 2021 |
| King Baudouin FoundoundationGENERAL SUPPORT | New York, NY | $1.7M | 2021 |
| American Jewish World ServicesGENERAL SUPPORT | New York, NY | $950K | 2021 |
| Friends Of Parivaar IncGENERAL SUPPORT | Scarsdale, NY | $750K | 2021 |
| Myagro FarmsGENERAL SUPPORT | New York, NY | $300K | 2021 |
| Focusing Philanthropy IncGENERAL SUPPORT | Santa Monica, CA | $280K | 2021 |
| The Rhodes Trust Horizon FundGENERAL SUPPORT | San Jose, CA | $114K | 2021 |
| The New Horizons FoundationGENERAL SUPPORT | Colorado Springs, CO | $103K | 2021 |
| Via InternationalGENERAL SUPPORT | San Diego, CA | $20K | 2021 |
| Charlotte Ctr Legal AdvocGENERAL SUPPORT | Charlotte, NC | $1K | 2021 |
| One Acre FundGENERAL SUPPORT | Highland Park, IL | $2.2M | 2020 |
| Delta PhilanthropiesGENERAL SUPPORT | London | $2M | 2020 |
| Root Capital IncGENERAL SUPPORT | Cambridge, MA | $1.3M | 2020 |
| Dalberg Charitable - Safe Hands KenyaGENERAL SUPPORT | Washington, DC | $1M | 2020 |
| American Jewish World ServicesGENERAL SUPPORT | New York, NY | $950K | 2020 |
| Digital Divide DataGENERAL SUPPORT | New York, NY | $654K | 2020 |
| Friends Of ParivaarGENERAL SUPPORT | Scarsdale, NY | $500K | 2020 |
| Global Financial Integrity (Gfi)GENERAL SUPPORT | Washington, DC | $365K | 2020 |
| Keep A Child AliveGENERAL SUPPORT | New York, NY | $350K | 2020 |
| Focusing Philanthropy Kristof C19 Impact InitiativeGENERAL SUPPORT | Santa Monica, CA | $200K | 2020 |
| Caf America For RaengGENERAL SUPPORT | Alexandria, VA | $54K | 2020 |
| South African Education And Environment Project - UsaGENERAL SUPPORT | Annapolis, MD | $40K | 2020 |
| Amani Foundation (St Face Mask Project)GENERAL SUPPORT | Brooklyn, NY | $11K | 2020 |
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-12 | 990PF | View Filing |
| 2022-12 | 990PF | View Filing |
| 2021-12 | 990PF | View Filing |
| 2020-12 | 990PF | View Filing |
| 2017-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica
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