Melly & Rochelle Lifshitz Charitable Trust
MELLY & ROCHELLE LIFSHITZ is a private foundation based in Boca Raton, Florida. Its 2024 filing reports grants to charitable organizations, including organizations whose stated work involves Jewish education, religious institutions, and assistance to people in need.
Melly & Rochelle Lifshitz Charitable Trust at a glance
In short: Melly & Rochelle Lifshitz Charitable Trust gave $63K across 19 grants in 2025 (avg $3K), mostly in New York. 53% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $62,600
- -24.4% vs 2024
- Grants made (2025)
- 19
- +46.2% vs 2024
- Average grant
- $3,295
- -48.3% vs 2024
- Median grant
- $1,900
- Total assets
- $5,886,735
- +4.7% vs 2024
- New grantees (estimate)
- 53% first-time grantees (10 of 19, 2025; small sample)
- Primary geography
- New York (84% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated November 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Melly & Rochelle Lifshitz Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 7004 Mandarin Drive, Boca Raton, FL 33433
Phone: (516) 353-0415
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Melly & Rochelle Lifshitz Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was NY Synagogue ($10K). Together the top 10 received $52K.
Grant Size Distribution
95 grants across all recorded years
The most common grant size was under $50K: 92 grants of 95 (97%).
Geographic Focus
Where this funder awards grants
In 2024, 84% of grant dollars went to recipients in New York, 15% to recipients in New Jersey, and 1% to recipients in California.
Grant Distribution by State
Share of 2025 grant dollars across all 19 itemized grants.
Cities
Is Melly & Rochelle Lifshitz Charitable Trust open to new grantees?
53%
first-time grantees, 2025
In 2025, 10 of 19 grantees (53%) were first-time recipients. With only 19 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $3K; repeat grants $4K. How we count
Medians: $2K first-time, $3K repeat.
- 21% of 2025 grantees were also funded in 2024. Method
- Giving fell 39% from 2022 to 2025. Method
- In 2025 it paid out 23% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). 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 2019 to 2025, annual grant giving ranged from $63K (2025) to $398K (2019). In 2025 it made 19 grants totaling $63K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| NY Synagogue New York, NY | Religious | $10,400 |
| American Friends of Yeshiva Tiferes American Friends of Yeshiva Tiferes Yisroel Teaneck, NJ | Education | $10,000 |
| Our Place NY Brooklyn, NY | Education | $7,200 |
| Avigdors Helping Hand Flushing, NY | Health and Welfare | $5,000 |
| Cong Keren Menachem Brooklyn, NY | Religious | $5,000 |
| Refuah Resources Brooklyn, NY | Health and Welfare | $3,600 |
| Tal Academy Rockaway Park, NY | Education | $3,600 |
| Yeshiva Darchei Torah Far Rockaway, NY | Education | $2,800 |
| Mentorah Fallsburg, NY | Education | $2,500 |
| Yilc Cedarhurst, NY | Religious | $1,900 |
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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 | $5,886,735 | $385,014 | $120,799 | $62,600 | 19 | $62,600 | $303,464 | $277,155 |
| 2024 | $5,622,520 | $48,488 | $167,680 | $82,800 | 13 | $82,800 | $24,453 | $223,827 |
| 2023 | $5,741,712 | $529,012 | $510,849 | $395,851 | 29 | $395,851 | $41,456 | $220,319 |
| 2022 | $5,723,549 | $176,363 | $186,962 | $101,800 | 12 | $101,800 | $47,622 | $229,931 |
| 2021 | $5,734,148 | $921,288 | $191,177 | $188,800 | 22 | — | $59,828 | $184,787 |
| 2020 | $5,004,037 | $2,250,230 | $211,028 | $205,850 | 13 | — | $89,341 | $168,442 |
| 2019 | $2,964,835 | $395,989 | $404,257 | $397,500 | 12 | — | $360,865 | $130,199 |
Under IRS private-foundation payout rules, Melly & Rochelle Lifshitz Charitable Trust reported a distributable amount of $277K 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
No mission statement for the foundation is provided. Its 2024 grants included support for organizations working in education, charity, and synagogue-related activities.
The grantees describe their own work in varied ways. Gateways Organization says its purpose is to further Jewish education and raise awareness of Jewish history. Maayan Academy says it operates a high school helping girls from the Jewish Orthodox community cultivate a strong sense of self. Keren Hatzedaka says it provides for indigent families, while Avigdors Helping Hand says it provides financial relief and other services to people in need, particularly recent widows, widowers, and orphans. Mikvah USA says it promotes traditional Jewish ritual baths through developing facilities and raising public awareness.
Grantmaking
In 2024, the foundation reported 13 grants totaling $82,800. Grants ranged from $500 to $23,500, with a median grant of $5,000. Its 2025 filing, the latest on this page, reports 19 grants totaling $62,600.
Among the listed 2024 grants were $23,500 to Chevra Shaas and Mishnayoth for education; $19,500 to Gateways Organization; $7,200 to Keren Hatzedaka; $6,800 to NY Synagogue; $5,500 to Mentorah for education; and $5,000 each to Avigdors Helping Hand, Maayan Academy, and Mikvah USA. Shuvu Return received $500. Gateways Organization, which received $19,500, describes its work as furthering Jewish education and raising awareness of Jewish history.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Menachum Lifshitz, Rochelle Lifshitz, and Daniel Lifshitz as officers.
Melly & Rochelle Lifshitz Charitable Trust's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Daniel Lifshitz
Officer
On filings since 2019
No compensation reported
Menachum Lifshitz
Officer
On filings since 2019
No compensation reported
Rochelle Lifshitz
Officer
On filings since 2019
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 Melly & Rochelle Lifshitz Charitable Trust
How much does Melly & Rochelle Lifshitz Charitable Trust give each year?
Melly & Rochelle Lifshitz Charitable Trust gave $63K across 19 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $83K across 13 grants.
What is Melly & Rochelle Lifshitz Charitable Trust's typical grant size?
Melly & Rochelle Lifshitz Charitable Trust's median grant in 2025 was $1,900, and its average grant was $3,295, across 19 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Melly & Rochelle Lifshitz Charitable Trust that year got $3K on average.
Where does Melly & Rochelle Lifshitz Charitable Trust give grants?
Melly & Rochelle Lifshitz Charitable Trust gives mostly in New York: 84% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New Jersey (16%). The most frequent recipient cities were Brooklyn, NY (4 grants), Cedarhurst, NY (4 grants), Far Rockaway, NY (2 grants) and Lawrence, NY (2 grants).
Does Melly & Rochelle Lifshitz Charitable Trust give general operating support?
Not in 2025: none of the 19 grants with a stated purpose on Melly & Rochelle Lifshitz Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Education" (8 grants), "Religious" (6 grants) and "Health and Welfare" (5 grants).
Who are Melly & Rochelle Lifshitz Charitable Trust's largest grantees?
Melly & Rochelle Lifshitz Charitable Trust's largest 2025 grantees include NY Synagogue ($10,400), American Friends of Yeshiva Tiferes American Friends of Yeshiva Tiferes Yisroel ($10,000) and Our Place NY ($7,200), according to its 2025 IRS Form 990-PF. Together they received 44% of its itemized 2025 grant dollars.
How large is Melly & Rochelle Lifshitz Charitable Trust?
Melly & Rochelle Lifshitz Charitable Trust reported $5.9M in total assets on its 2025 IRS Form 990-PF. It paid out $63K in qualifying distributions that year, against a required minimum of $277K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Melly & Rochelle Lifshitz Charitable Trust fund?
No mission statement for the foundation is provided. Its 2024 grants included support for organizations working in education, charity, and synagogue-related activities. See mission & focus areas ↑
How do I apply for a grant from Melly & Rochelle Lifshitz Charitable Trust?
The foundation states that it 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 Melly & Rochelle Lifshitz Charitable Trust's EIN?
Melly & Rochelle Lifshitz Charitable Trust's EIN (Employer Identification Number) is 11-6478782. IRS Form 990 filing data is available on this page for 2019–2025.
Does Melly & Rochelle Lifshitz Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated November 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(4)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS January 23, 2020)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 14, 2024)
- Added Form 990-PF for fiscal year 2025 (received by the IRS September 15, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Melly & Rochelle Lifshitz Charitable Trust funds
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Cite this profile
Grantable. (2026). Melly & Rochelle Lifshitz Charitable Trust funder profile. GrantGraph. Retrieved November 2, 2026, from https://grantable.co/funders/melly-and-rochelle-lifshitz-charitable-trust-morg_b18e18564db74deb99f329db5d50917f
BibTeX
@misc{grantable_116478782_2026,
author = {{Grantable}},
title = {{Melly \& Rochelle Lifshitz Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/melly-and-rochelle-lifshitz-charitable-trust-morg_b18e18564db74deb99f329db5d50917f},
note = {Accessed 2026-11-02. 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 Melly & Rochelle Lifshitz 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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