Bais Ephraim Charitable Foundation Trust
Bais Ephraim Charitable Foundation Trust is a private foundation based in Monsey, New York. It provides educational and charitable aid to 501(c)(3) organizations.
Bais Ephraim Charitable Foundation Trust at a glance
In short: Bais Ephraim Charitable Foundation Trust gave $3.4M across 77 grants in 2025 (avg $44K), mostly in New York. 43% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $3,399,642
- -16.1% vs 2024
- Grants made (2025)
- 77
- +4.1% vs 2024
- Average grant
- $44,151
- -19.4% vs 2024
- Median grant
- $10,000
- Total assets
- $77,970,090
- +32.6% vs 2024
- New grantees (estimate)
- 43% first-time grantees (32 of 75, 2025)
- Primary geography
- New York (90% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Bais Ephraim Charitable Foundation Trust
- How to Apply
-
The foundation does not restrict giving to preselected organizations. Requests may be submitted in letter form to Ari Margulies. The filing lists no deadlines and no restrictions on awards.
- Contact
Application contact: Ari Margulies
Mailing address: 8 Boxwood Lane, Monsey, NY 10952
Phone: (973) 227-2800
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Bais Ephraim Charitable Foundation Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Global Center of Square ($675K). Together the top 10 received $2.0M.
Grant Size Distribution
292 grants across all recorded years
The most common grant size was under $50K: 243 grants of 292 (83%).
Geographic Focus
Where this funder awards grants
In 2025, 90% of grant dollars went to recipients in New York and 3% to recipients in New Jersey. The filing also reports 7% for recipients with an unspecified state and 0% for recipients in Washington, DC.
Grant Distribution by State
Share of 2025 grant dollars across all 77 itemized grants.
Cities
Is Bais Ephraim Charitable Foundation Trust open to new grantees?
43%
first-time grantees, 2025
In 2025, 32 of 75 grantees (43%) were first-time recipients. First grants averaged $13K; repeat grants $59K. How we count
Medians: $10K first-time, $18K repeat.
- 45% of 2025 grantees were also funded in 2024. Method
- Giving grew 107% from 2022 to 2025. Method
- In 2025 it paid out 113% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $1.5M (2021) to $4.1M (2024). In 2025 it made 77 grants totaling $3.4M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Global Center of Square Spring Valley, NY | Educational and Charitable | $675,000 |
| Various Charities Monsey, NY | Educational and Charitable | $446,948 |
| Cong Ahavas Tzdokah V'Chesed Brooklyn, NY | Educational and Charitable | $393,000 |
| Chayim Vchessed Brooklyn, NY | Educational and Charitable | $184,400 |
| Ahavas Tzedakah Vchesed Brooklyn, NY | Educational and Charitable | $172,000 |
| EPI Brooklyn, NY | Educational and Charitable | $150,000 |
| M L T Y | Educational and Charitable | $150,000 |
| Bais Rochel Airmont, NY | Educational and Charitable | $86,500 |
| OJC Fund Brooklyn, NY | Educational and Charitable | $67,000 |
| KZM Brooklyn, NY | Educational and Charitable | $64,000 |
Ready to take the next step with Bais Ephraim Charitable Foundation Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $77,970,090 | $20,702,766 | $3,812,163 | $3,399,642 | 77 | $3,399,642 | $6,854,655 | $3,010,623 |
| 2024 | $58,814,519 | $19,252,198 | $4,266,604 | $4,052,389 | 74 | $4,052,389 | $7,009,483 | $2,470,042 |
| 2023 | $46,506,498 | $6,479,531 | $2,974,627 | $2,703,366 | 43 | $2,703,366 | $1,957,651 | $1,965,955 |
| 2022 | $37,082,842 | $9,316,791 | $1,959,736 | $1,642,130 | 49 | $1,642,130 | $1,741,026 | $1,581,568 |
| 2021 | $30,882,848 | $8,430,729 | $1,733,228 | $1,468,068 | 49 | — | $2,689,508 | $1,077,070 |
| 2020 | $23,383,111 | $7,037,777 | $2,067,301 | $1,836,035 | 42 | — | $1,596,531 | $859,275 |
Under IRS private-foundation payout rules, Bais Ephraim Charitable Foundation Trust reported a distributable amount of $3.0M for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation describes its direct charitable activity as educational and charitable aid to 501(c)(3) organizations. Its grantees include organizations with educational and religious missions. For example, Beer Hagolah Institutes describes its work as a comprehensive Judaica and secular studies program from pre-K through grade 12. Friends of Bobov Toronto says it supports the educational and religious institutions of the Bobov community in Toronto. American Friends of BH Foundation says it provides financial support to Jewish religious educational institutions in Israel and around the world.
Grantmaking
In 2025, the foundation made 77 grants totaling $3,399,642. Grant amounts ranged from $5,000 to $675,000, with a median of $10,000. Its largest grants included $675,000 to Global Center of Square, $446,948 to Various Charities, and $393,000 to Cong Ahavas Tzdokah V'Chesed. Each was designated for educational and charitable purposes.
Other notable 2025 grants included $184,400 to Chayim Vchessed, $172,000 to Ahavas Tzedakah Vchesed, and $150,000 each to EPI and M L T Y. In 2024, Beer Hagolah Institutes received $25,000, Friends of Bobov Toronto received $19,000, and American Friends of BH Foundation received $15,000.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Ari Margulies and Goldy Margulies as trustees.
Bais Ephraim Charitable Foundation Trust's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Ari Margulies
Trustee
On filings since 2020
No compensation reported
Goldy Margulies
Trustee
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Bais Ephraim Charitable Foundation Trust
How much does Bais Ephraim Charitable Foundation Trust give each year?
Bais Ephraim Charitable Foundation Trust gave $3.4M across 77 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $4.1M across 74 grants.
What is Bais Ephraim Charitable Foundation Trust's typical grant size?
Bais Ephraim Charitable Foundation Trust's median grant in 2025 was $10,000, and its average grant was $44,151, across 77 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Bais Ephraim Charitable Foundation Trust that year got $13K on average.
Where does Bais Ephraim Charitable Foundation Trust give grants?
Bais Ephraim Charitable Foundation Trust gives mostly in New York: 90% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Brooklyn, NY (32 grants), Monsey, NY (14 grants), Spring Valley, NY (7 grants) and Lakewood, NJ (3 grants).
Does Bais Ephraim Charitable Foundation Trust give general operating support?
Not in 2025: none of the 77 grants with a stated purpose on Bais Ephraim Charitable Foundation Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Educational and Charitable" (76 grants).
Who are Bais Ephraim Charitable Foundation Trust's largest grantees?
Bais Ephraim Charitable Foundation Trust's largest 2025 grantees include Global Center of Square ($675,000), Cong Ahavas Tzdokah V'Chesed ($393,000) and Chayim Vchessed ($184,400), according to its 2025 IRS Form 990-PF. Together they received 37% of its itemized 2025 grant dollars.
How large is Bais Ephraim Charitable Foundation Trust?
Bais Ephraim Charitable Foundation Trust reported $78.0M in total assets on its 2025 IRS Form 990-PF. It paid out $3.4M in qualifying distributions that year, against a required minimum of $3.0M (roughly 5% of its investment assets).
What does Bais Ephraim Charitable Foundation Trust fund?
The foundation describes its direct charitable activity as educational and charitable aid to 501(c)(3) organizations. Its grantees include organizations with educational and religious missions. See mission & focus areas ↑
How do I apply for a grant from Bais Ephraim Charitable Foundation Trust?
The foundation does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Bais Ephraim Charitable Foundation Trust's EIN?
Bais Ephraim Charitable Foundation Trust's EIN (Employer Identification Number) is 11-6548272. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 31, 2022)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS June 21, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS January 15, 2025)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS July 7, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 3, 2026)
Explore Open Grants
Browse active grant opportunities in Bais Ephraim Charitable Foundation Trust's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Bais Ephraim Charitable Foundation Trust funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/bais-ephraim-charitable-foundation-trust-morg_8dc094ae0dc340dfb895e3bdb743d745
BibTeX
@misc{grantable_116548272_2026,
author = {{Grantable}},
title = {{Bais Ephraim Charitable Foundation Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/bais-ephraim-charitable-foundation-trust-morg_8dc094ae0dc340dfb895e3bdb743d745},
note = {Accessed 2026-10-15. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Bais Ephraim Charitable Foundation Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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