Bais Ephraim Charitable Foundation Trust
Bais Ephraim Charitable Foundation Trust is a private foundation established in 2001 in New York and based in Monsey, NY. The foundation focuses on providing educational and charitable aid to qualified 501(c)(3) organizations, with particular emphasis on supporting Jewish agencies, temples, and schools.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$58.8M
+26.5% YoY
Annual Giving
$4.1M
+49.9% YoY
Grant Count
74
+72.1% YoY
Avg Grant Size
$55K
-12.9% YoY
Under IRS private-foundation payout rules, Bais Ephraim Charitable Foundation Trust reported a distributable amount of $2.5M for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's mission centers on educational and charitable aid to 501(c)(3) organizations, with specific emphasis on supporting charitable and educational institutions that serve indigent students. Primary funding interests include:
- Jewish agencies and institutions
- Temples and religious organizations
- Educational institutions
- Charitable organizations serving disadvantaged populations
Grantmaking
Grant Range
$10,000
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Geographic Focus
Where this funder awards grants
The foundation operates in New York and supports organizations nationally, with demonstrated giving to institutions in Israel.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of 2023:
- Total assets: $46.5 million
- Total revenues: $6.5 million
- Total expenses: $2.97 million
- Giving rate: 6.9% of assets
As of 2024:
- Total assets: $58.8 million
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $58,814,519 | $46,506,498 | $37,082,842 |
| Revenue | $19,252,198 | $6,479,531 | $9,316,791 |
| Expenses | $4,266,604 | $2,974,627 | $1,959,736 |
| Qualifying Distributions | $4,052,389 | $2,703,366 | $1,642,130 |
| Net Investment Income | $7,009,483 | $1,957,651 | $1,741,026 |
| Distributable Amount | $2,470,042 | $1,965,955 | $1,581,568 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
233 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Global Center of Square ($1,400,000), Ahavas Tzedakah Vchesed ($422,000), Various Charities ($397,439).
| Recipient | Purpose | Amount |
|---|---|---|
| American Friends of BH Foundation Brooklyn, NY | EDUCATIONAL AND CHARITABLE | $15,000 |
| American Friends of Sfath Emeth Brooklyn, NY | EDUCATIONAL AND CHARITABLE | $18,000 |
| Bais Yaakov Elementary School | EDUCATIONAL AND CHARITABLE | $5,000 |
| Be'er Hagolah Institutes Brooklyn, NY | EDUCATIONAL AND CHARITABLE | $25,000 |
| Binyan Torah Monsey, NY | EDUCATIONAL AND CHARITABLE | $6,000 |
| BMG Lakewood, NJ | EDUCATIONAL AND CHARITABLE | $10,000 |
| Bnos Chaya Pessel Brooklyn, NY | EDUCATIONAL AND CHARITABLE | $5,000 |
| Chaim VChesed Monsey, NY | EDUCATIONAL AND CHARITABLE | $248,200 |
| China Vechisda Brooklyn, NY | EDUCATIONAL AND CHARITABLE | $10,000 |
| Cong Beis Yisroel Premishlan Brooklyn, NY | EDUCATIONAL AND CHARITABLE | $5,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation's trustees are identified as Margules Ari and Goldi.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ARI MARGULIES | TRUSTEE | — | — |
| GOLDY MARGULIES | TRUSTEE | — | — |
Contact Information
Phone: 973-227-2800 Location: Monsey, NY, United States
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Bais Ephraim Charitable Foundation Trust fund?
The foundation's mission centers on educational and charitable aid to 501(c)(3) organizations, with specific emphasis on supporting charitable and educational institutions that serve indigent students. Primary funding interests include: • Jewish agencies and institutions • Temples and religious organizations • Educational institutions • Charitable organizations serving disadvantaged populations
How do I apply for a grant from Bais Ephraim Charitable Foundation Trust?
**Grant Activity:** • Annual giving: approximately $4.1 million • Number of grants: 74 (2024) • Median grant size: $10,000 • Grant range: $5,000 to $1.4 million • Application policy: Accepts applications **Recent Grants (2023):** • American Committee for Sanz Institutions in Israel: $400,000 • The OJC Fund: $295,000 • Chaim Vchesed Dribnitz: $197,600
Where does Bais Ephraim Charitable Foundation Trust make grants?
The foundation operates in New York and supports organizations nationally, with demonstrated giving to institutions in Israel.
What size grants does Bais Ephraim Charitable Foundation Trust award?
In 2024, Bais Ephraim Charitable Foundation Trust awarded 74 grants totaling $4.1M — an average of about $55K per grant, based on its IRS Form 990 filings.
How much is Bais Ephraim Charitable Foundation Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bais Ephraim Charitable Foundation Trust reported a distributable amount of $2.5M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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