Ner Tzion Foundation

Foundation · Grantmaker 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.

Key facts about Ner Tzion Foundation

EIN: 02-0613293
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $1,164,721
Grants made (2024): 4
Average grant: $291,180
Median grant: $6,861
Total assets: $24,548,076
Primary geography: New York (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Who Ner Tzion Foundation funds

By grant dollars, the top recipient states for Ner Tzion Foundation's 4 itemized 2024 grants were New York (100%). 100% of grants with a stated purpose were for general or operating support.

How Ner Tzion Foundation gives

Giving held roughly steady from 2021 to 2024 (+19%). Method
In 2024 it paid out 101% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Next steps with Ner Tzion Foundation

How to evaluate Ner Tzion Foundation as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
Draft an LOI to Ner Tzion Foundation with AI
AI grant writing that drafts from your organization’s own materials, in your voice.
Track this opportunity in a free grant tracker
A free Google Sheets or Excel template for deadlines, award terms, and reports due.

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

+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

Focus Areas

Philanthropy, Voluntarism & Grantmaking

Your AI grants department

Ready to take the next step with Ner Tzion Foundation?

Assess fit for your org Draft an LOI Find open RFPs

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $1.2M (100%)

Montana $1K (0%)

All other $4K (0%)

Share of all 4 itemized 2024 grant dollars.

States

District of Columbia Illinois Massachusetts Montana New York South Carolina Utah

Cities

New YorkBrooklynBozemanLivingstonBostonColumbiaRockfordSalt Lake CityWalthamWashington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
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

Data update history

When this profile's IRS filing data changed on Grantable

February 28, 2026 IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

28 grants across all recorded years

Giving History

Grant recipients and amounts by year

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

Recipient	Purpose	Amount
The Central Fund of Israel New York, NY	General Support	$1,150,000
My Keren Hashluchim Brooklyn, NY	General Support	$10,000
The Ottawa Jewish Community School	General Support	$3,721
Livingston Fire Rescue Livingston, MT	General Support	$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Name	Title	Hours	Compensation
Barry Klein	Director	5	—
Elaine Klein	Secretary	1	—
Keren Lavyad	Director	1	—
Benjamin Engstrom	Director	1	$39,600

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

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.