Ner Tzion Foundation

MIAMI BEACH, FL EIN: 02-0613293

Ner Tzion Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MIAMI BEACH, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $24.5M in total assets. In 2024, it awarded 4 grants totaling $1.2M. Net investment income was $473K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$24.5M

+12.9% YoY

Annual Giving

$1.2M

+9.9% YoY

Grant Count

4

+100.0% YoY

Avg Grant Size

$291K

-45.1% YoY

Under IRS private-foundation payout rules, Ner Tzion Foundation reported a distributable amount of $1.2M for 2024 — the minimum it must pay out in qualifying distributions.

About Ner Tzion Foundation

Based on IRS filings

Ner Tzion Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MIAMI BEACH, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $24.5M in total assets. In 2024, it awarded 4 grants totaling $1.2M. Net investment income was $473K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Cities

BostonBozemanBrooklynColumbiaLivingstonNew YorkRockfordSalt Lake CityWalthamWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$360K$721K$1M$1M20202021202220232024
Metric202420232022
Total Assets$24,548,076$21,735,056$17,661,004
Revenue$556,878$579,157$755,966
Expenses$1,269,045$1,169,902$1,310,183
Qualifying Distributions$1,164,721$1,079,104$1,250,598
Net Investment Income$473,295$488,359$696,381
Distributable Amount$1,153,132$1,049,592$1,101,916

Giving Over Time

Total grant dollars and number of grants per year

$0$308K$616K$923K$1M9 grants20209 grants20214 grants20222 grants20234 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

The Central Fund of Israel$1.1MMy Keren Hashluchim$10KThe Ottawa Jewish Commun…$4KLivingston Fire Rescue$1K

Grant Size Distribution

28 grants across all recorded years

19<$50K2$50–100K1$100–250K2$250–500K1$500K–1M3$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include The Central Fund of Israel ($1,150,000), My Keren Hashluchim ($10,000), The Ottawa Jewish Community School ($3,721).

RecipientPurposeAmount
My Keren Hashluchim Brooklyn, NYGeneral Support$10,000
The Ottawa Jewish Community School General Support$3,721
The Central Fund of Israel New York, NYGeneral Support$1,150,000
Livingston Fire Rescue Livingston, MTGeneral Support$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Benjamin EngstromDirector$40K

From 2024 filing

NameTitleHoursCompensation
Barry KleinDirector5
Elaine KleinSecretary1
Keren LavyadDirector1
Benjamin EngstromDirector1$39,600

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Ner Tzion Foundation?

Ner Tzion Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MIAMI BEACH, FL. It holds $24.5M in total assets as of 2024.

How large is Ner Tzion Foundation?

As of 2024, Ner Tzion Foundation holds $24.5M in total assets with $557K in annual revenue. It awarded 4 grants totaling $1.2M in 2024.

Where does Ner Tzion Foundation operate?

Ner Tzion Foundation has awarded grants in District of Columbia, Illinois, Massachusetts, Montana, New York, South Carolina, Utah.

What size grants does Ner Tzion Foundation award?

In 2024, Ner Tzion Foundation awarded 4 grants totaling $1.2M — an average of about $291K per grant, based on its IRS Form 990 filings.

How much is Ner Tzion Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Ner Tzion Foundation reported a distributable amount of $1.2M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Ner Tzion Foundation's EIN?

Ner Tzion Foundation's EIN (Employer Identification Number) is 02-0613293. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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