Joel D and Shelley Siegel Family
Joel D and Shelley Siegel Family is a private foundation, based in West Orange, NJ. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $64K in total assets. Net investment income was $2K.
Joel D and Shelley Siegel Family at a glance
- Total assets
- $64,491
- +2.5% vs 2024
- Revenue (2025)
- $2,592
- -44.6% vs 2024
- Net investment income (2025)
- $1,992
- -20.0% vs 2024
- Expenses (2025)
- $1,264
- -68.8% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Joel D and Shelley Siegel Family funds
How this funder distributes its grants
Grant Size Distribution
2 grants across all recorded years
The most common grant size was under $50K: 1 grant of 2 (50%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
How Joel D and Shelley Siegel Family gives
- Giving fell 100% from 2021 to 2024. Method
- In 2024 it paid out 65% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2024, annual grant giving ranged from $2K (2024) to $541K (2021). In 2024 it made 1 grant totaling $2K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Community Foundation of NJ Morristown, NJ | General Charitbale Purpose | $2,026 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $64,491 | $2,592 | $1,264 | — | — | — | $1,992 | $3,103 |
| 2024 | $62,924 | $4,679 | $4,051 | $2,026 | 1 | $2,026 | $2,491 | $3,113 |
| 2023 | $62,303 | $3,470 | $1,942 | — | — | — | $514 | $3,017 |
| 2022 | $60,775 | $6 | $3,010 | — | — | — | — | $3,118 |
| 2021 | $63,779 | $-3,897 | $543,623 | $540,715 | 1 | $540,715 | $11,054 | $36,372 |
| 2020 | $611,299 | $-3,183 | $28,339 | $23,025 | 23 | — | $9,230 | $34,019 |
| 2019 | $652,821 | $112,034 | $22,154 | $22,099 | 29 | — | $11,034 | $30,082 |
Under IRS private-foundation payout rules, Joel D and Shelley Siegel Family reported a distributable amount of $3K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Joel D and Shelley Siegel Family is led by Joel D. Siegel, President on every filing since 2019; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Joel D. Siegel
President
On filings since 2019
0.1 hrs/week
No compensation reported
Judd Levy
Treasurer
On filings since 2019
0.1 hrs/week
No compensation reported
Shelley Siegel
Secretary
On filings since 2019
0.1 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "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 Joel D and Shelley Siegel Family
How large is Joel D and Shelley Siegel Family?
Joel D and Shelley Siegel Family reported $64K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $3K.
Where does Joel D and Shelley Siegel Family operate?
Joel D and Shelley Siegel Family has awarded grants in California, District of Columbia, Massachusetts, New Jersey, New York, Pennsylvania, Texas, Virginia.
How much is Joel D and Shelley Siegel Family required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Joel D and Shelley Siegel Family reported a distributable amount of $3K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Joel D and Shelley Siegel Family's EIN?
Joel D and Shelley Siegel Family's EIN (Employer Identification Number) is 22-2787769. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 3, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS July 9, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 18, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS September 5, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 20, 2024)
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