JFI Charitable Trust
JFI Charitable Trust is a private foundation based in Lakewood, New Jersey. It supports 501(c)(3) exempt organizations and states that it contributes only to preselected charitable organizations.
JFI Charitable Trust at a glance
In short: JFI Charitable Trust gave $431K across 25 grants in 2024 (avg $17K), mostly in New Jersey. 17% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $431,258
- -0.2% vs 2023
- Grants made (2024)
- 25
- -41.9% vs 2023
- Average grant
- $17,250
- +71.7% vs 2023
- Median grant
- $3,921
- Total assets
- $4,940,715
- -3.2% vs 2023
- New grantees (estimate)
- 17% first-time grantees (4 of 24, 2024; small sample)
- Primary geography
- New Jersey (86% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to JFI Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 18 Sixth Street, Lakewood, NJ 08701
Phone: (732) 531-2562
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who JFI Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Khal Bnei Torah ($233K). Together the top 10 received $400K.
Grant Size Distribution
163 grants across all recorded years
The most common grant size was under $50K: 155 grants of 163 (95%).
Geographic Focus
Where this funder awards grants
In 2024, 86% of grant dollars went to recipients in New Jersey and 14% to recipients in New York.
Grant Distribution by State
Share of 2024 grant dollars across all 25 itemized grants.
Cities
Is JFI Charitable Trust open to new grantees?
17%
first-time grantees, 2024
In 2024, 4 of 24 grantees (17%) were first-time recipients. With only 24 grantees, that is a small sample: one grantee more or less moves the share by about 4 points. First grants averaged $2K; repeat grants $21K. How we count
Medians: $1K first-time, $6K repeat.
- 67% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−8%). Method
- In 2024 it paid out 121% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). 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 2024, annual grant giving ranged from $340K (2020) to $469K (2021). In 2024 it made 25 grants totaling $431K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Khal Bnei Torah Lakewood, NJ | Support of 501(C)(3) Organization | $232,574 |
| Oz Vehadar Lakewood, NJ | Support of 501(C)(3) Organization | $43,400 |
| Ohr Hachaim Institutions Lakewood, NJ | Support of 501(C)(3) Organization | $33,400 |
| Tiferet Rabbi Akiva Merrick, NY | Support of 501(C)(3) Organization | $27,000 |
| American Friends of Kol Yehuda Brooklyn, NY | Support of 501(C)(3) Organization | $19,300 |
| Ateret Torah Center Brooklyn, NY | Support of 501(C)(3) Organization | $12,000 |
| Mabas Fund Lakewood, NJ | Support of 501(C)(3) Organization | $9,000 |
| Yeshiva Yaaros Devash Lakewood, NJ | Support of 501(C)(3) Organization | $8,300 |
| Beth Medrash Govoha Lakewood, NJ | Support of 501(C)(3) Organization | $8,000 |
| Shiras Chaim Lakewood, NJ | Support of 501(C)(3) Organization | $7,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $4,940,715 | $281,003 | $441,962 | $431,258 | 25 | $431,258 | $281,003 | $357,120 |
| 2023 | $5,101,674 | $83,663 | $448,020 | $432,101 | 43 | $432,101 | $84,972 | $347,104 |
| 2022 | $5,466,031 | $259,154 | $370,583 | $358,506 | 24 | $358,506 | $259,154 | $329,028 |
| 2021 | $5,577,460 | $170,500 | $476,884 | $468,991 | 39 | $468,991 | $139,068 | $298,492 |
| 2020 | $5,883,844 | $-152,863 | $360,542 | $339,957 | 32 | — | — | $274,901 |
Under IRS private-foundation payout rules, JFI Charitable Trust reported a distributable amount of $357K for 2024 — 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 trust states that its direct charitable activity is supporting 501(c)(3) exempt organizations. Its 2024 grants included organizations whose own descriptions identify religious, educational, and community-support activities. For example, MABAS FUND says it supports needy families in the community and maintains an educational program advancing Talmudic studies; Lakewood Cheder School says it provides religious and secular education for elementary-age children; and Tiferes Bais Yaakov says it operates a parochial elementary school. American Friends of Kol Yehuda describes its mission as Jewish religious, charitable, educational, and scientific studies.
Grantmaking
In 2024, the trust reported 25 grants totaling $431,258. Grant amounts ranged from $100 to $232,574, with a median of $3,921. The largest grants included $232,574 to Khal Bnei Torah, $43,400 to Oz Vehadar, $33,400 to Ohr Hachaim Institutions, and $27,000 to Tiferet Rabbi Akiva. The stated purpose for these grants was support of a 501(c)(3) organization.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Yossef Iny and Rachel J Iny as trustees.
JFI Charitable Trust's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Rachel J. Iny
Trustee
On filings since 2020
10 hrs/week
No compensation reported
Yossef Iny
Trustee
On filings since 2020
10 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 JFI Charitable Trust
How much does JFI Charitable Trust give each year?
JFI Charitable Trust gave $431K across 25 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $432K across 43 grants.
What is JFI Charitable Trust's typical grant size?
JFI Charitable Trust's median grant in 2024 was $3,921, and its average grant was $17,250, across 25 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from JFI Charitable Trust that year got $2K on average.
Where does JFI Charitable Trust give grants?
JFI Charitable Trust gives mostly in New Jersey: 86% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was New York (14%). The most frequent recipient cities were Lakewood, NJ (15 grants), Brooklyn, NY (3 grants) and Deal, NJ (2 grants).
Does JFI Charitable Trust give general operating support?
Not in 2024: none of the 25 grants with a stated purpose on JFI Charitable Trust's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Support of 501(C)(3) Organization" (24 grants).
Who are JFI Charitable Trust's largest grantees?
JFI Charitable Trust's largest 2024 grantees include Khal Bnei Torah ($232,574), Oz Vehadar ($43,400) and Ohr Hachaim Institutions ($33,400), according to its 2024 IRS Form 990-PF. Together they received 72% of its itemized 2024 grant dollars.
How large is JFI Charitable Trust?
JFI Charitable Trust reported $4.9M in total assets on its 2024 IRS Form 990-PF. It paid out $431K in qualifying distributions that year, against a required minimum of $357K (roughly 5% of its investment assets).
What does JFI Charitable Trust fund?
The trust states that its direct charitable activity is supporting 501(c)(3) exempt organizations. Its 2024 grants included organizations whose own descriptions identify religious, educational, and community-support activities. See mission & focus areas ↑
How do I apply for a grant from JFI Charitable Trust?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is JFI Charitable Trust's EIN?
JFI Charitable Trust's EIN (Employer Identification Number) is 22-6766865. IRS Form 990 filing data is available on this page for 2020–2024.
Does JFI Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). JFI Charitable Trust funder profile. GrantGraph. Retrieved October 14, 2026, from https://grantable.co/funders/jfi-charitable-trust-morg_2bbef18a9a9d4d538e94613f1b3355e8
BibTeX
@misc{grantable_226766865_2026,
author = {{Grantable}},
title = {{JFI Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/jfi-charitable-trust-morg_2bbef18a9a9d4d538e94613f1b3355e8},
note = {Accessed 2026-10-14. 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 JFI Charitable 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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