Jatin and Bharti Shah Family
Jatin and Bharti Shah Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW ROCHELLE, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.9M in total assets. In 2024, it awarded 3 grants totaling $210K. Net investment income was $65K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.9M
+2.5% YoY
Annual Giving
$210K
+44.8% YoY
Grant Count
3
-62.5% YoY
Avg Grant Size
$70K
+286.2% YoY
About Jatin and Bharti Shah Family
Based on IRS filings
Jatin and Bharti Shah Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW ROCHELLE, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.9M in total assets. In 2024, it awarded 3 grants totaling $210K. Net investment income was $65K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,867,068 | $3,771,539 | $3,419,571 |
| Revenue | $365,225 | $533,793 | $469,269 |
| Expenses | $257,150 | $181,825 | $199,301 |
| Qualifying Distributions | $210,000 | $145,000 | $171,409 |
| Net Investment Income | $65,225 | $52,642 | $16,269 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JATIN P SHAH | TRUSTEE | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
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Similar funders by location and focus area
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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