The Paul and Joanne Egerman Family Charitable Foundation is a private foundation established in 1997 and based in Weston, Massachusetts. The foundation operates as an independent trust with a 501(c)(3) designation, enabling tax-deductible contributions. The foundation serves as the primary vehicle through which Paul and Joanne Egerman conduct their philanthropic activities.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$20.7M
+1.0% YoY
Annual Giving
$1.1M
+3.1% YoY
Grant Count
17
+30.8% YoY
Avg Grant Size
$67K
-21.2% YoY
Under IRS private-foundation payout rules, Paul and Joanne Egerman Family reported a distributable amount of $1.1M for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation does not maintain a published mission statement. However, its grantmaking reflects several core areas of focus:
Health & Public Health: Health represents the largest area of giving in recent years, with a majority of grants directed to organizations in the greater Boston area. Specific focus areas include support for Boston Medical Center, Planned Parenthood of Massachusetts, the Accelerated Cure Project, and the National Alliance on Mental Illness.
Policy & Civic Action: The foundation supports progressive policy and civic engagement organizations, including Media Matters for America, Center for Effective Government, Center for American Progress, Freedom to Marry, Citizens for Responsibility and Ethics in Washington, and the Massachusetts Budget and Policy Center.
Education: Education is identified as a funding priority, though specific grantees are not detailed in available sources.
Jewish Causes: The foundation provides substantial support to Jewish organizations and causes.
Grantmaking
The foundation made 13 grants in the most recent reporting year. Grants are typically structured as unrestricted charitable gifts.
Grant Range
**: Average and median grant amounts are not publicly disclosed in available sources.
How to Apply
**: No formal application process information is available.
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in the greater Boston area and Massachusetts, though it also supports national policy and advocacy organizations.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total Assets: $20,677,515
- Total Revenues: $1,186,143
- Total Expenses: $1,196,000
- Total Giving: $1,100,000
As of 2023:
- Total Assets: $20,477,169
- Total Giving: $1,100,000
The foundation maintains substantial financial capacity relative to peer organizations, ranking in the top 2% of nonprofits nationally by assets and in the top 3% within Massachusetts.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $20,677,515 | $20,477,169 | $21,261,303 |
| Revenue | $1,186,143 | $628,129 | $599,379 |
| Expenses | $1,196,000 | $1,146,865 | $1,122,035 |
| Qualifying Distributions | $1,134,000 | $1,100,000 | $1,012,200 |
| Net Investment Income | $1,124,143 | $581,264 | $550,072 |
| Distributable Amount | $1,143,491 | $1,075,992 | $1,175,852 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
76 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Yampol - Egerman Scholarship Fund ($235,000), New Israel Fund ($225,000), Naacp-bcvf ($150,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN ASSOCIATION FOR THE CARE OF CHILDREN BOULDER, CO | UNRESTRICTED CHARITABLE GIFT | $14,000 |
| ANTI DEFAMATION LEAGUE WASHINGTON, DC | UNRESTRICTED CHARITABLE GIFT | $100,000 |
| BOSTON WORKERS CIRCLE BROOKLINE, MA | UNRESTRICTED CHARITABLE GIFT | $5,000 |
| DEMOS NEWTON CENTRE, MA | UNRESTRICTED CHARITABLE GIFT | $50,000 |
| GLOBAL IMPACT WASHINGTON, DC | UNRESTRICTED CHARITABLE GIFT | $20,000 |
| HOPEWELL FUND WASHINGTON, DC | UNRESTRICTED CHARITABLE GIFT | $50,000 |
| IF NOT NOW EDUCATION FUND WASHINGTON, DC | UNRESTRICTED CHARITABLE GIFT | $20,000 |
| INITIATIVE FOR A COMPETITIVE INNER CITY ROXBURY, MA | UNRESTRICTED CHARITABLE GIFT | $5,000 |
| JEWISH COMMUNITY DAY SCHOOL WATERTOWN, MA | UNRESTRICTED CHARITABLE GIFT | $15,000 |
| JEWISH CURRENTS BROOKLYN, NY | UNRESTRICTED CHARITABLE GIFT | $75,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
Paul Egerman serves as trustee of the foundation. He holds the position of treasurer of the board of Democracy Alliance, a network of progressive donors. Egerman founded IDX, a healthcare administrative and financial solutions company that grew from a startup to a publicly held corporation with over 2,000 employees and more than $250 million in sales. He also founded eScription, a company providing dictation, transcription management, and automatic speech recognition services for the healthcare industry. Egerman holds a B.S. in mathematics from MIT.
Joanne Egerman is co-founder of the foundation and serves alongside Paul in directing the foundation's grantmaking.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PAUL EGERMAN | TRUSTEE | 1 | — |
| JOANNE EGERMAN | TRUSTEE | 1 | — |
| BENJAMIN CHIGIER | TRUSTEE | 1 | — |
Recent News & Activity
Recent developments and announcements
The foundation continues active grantmaking with recent 2024 grants to major national and regional organizations. The foundation's most recent tax filings were processed in December 2024, reflecting ongoing philanthropic activity aligned with its established funding priorities in health, policy, education, and Jewish causes.
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Paul and Joanne Egerman Family fund?
The foundation does not maintain a published mission statement. However, its grantmaking reflects several core areas of focus: **Health & Public Health**: Health represents the largest area of giving in recent years, with a majority of grants directed to organizations in the greater Boston area. Specific focus areas include support for Boston Medical Center, Planned Parenthood of Massachusetts, the Accelerated Cure Project, and the National Alliance on Mental Illness. **Policy & Civic Action**:…
How do I apply for a grant from Paul and Joanne Egerman Family?
**Recent Grant Activity (2024)**: • New Israel Fund: $225,000 (unrestricted charitable gift) • Planned Parenthood League of Massachusetts: $100,000 (unrestricted charitable gift) • Jewish Currents: $75,000 (unrestricted charitable gift) • Additional grants made to seven other organizations The foundation made 13 grants in the most recent reporting year. Grants are typically structured as unrestricted charitable gifts. **Grant Size**: Average and median grant amounts are not publicly disclosed i…
Where does Paul and Joanne Egerman Family make grants?
The foundation primarily funds organizations in the greater Boston area and Massachusetts, though it also supports national policy and advocacy organizations.
What size grants does Paul and Joanne Egerman Family award?
In 2024, Paul and Joanne Egerman Family awarded 17 grants totaling $1.1M — an average of about $67K per grant, based on its IRS Form 990 filings.
How much is Paul and Joanne Egerman Family required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Paul and Joanne Egerman Family reported a distributable amount of $1.1M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Paul and Joanne Egerman Family's EIN?
Paul and Joanne Egerman Family's EIN (Employer Identification Number) is 04-6835621. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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