The Allen and Erica Josephs Charitable
The Allen and Erica Josephs Charitable is a private foundation based in Miami, Florida. In filing year 2025, it reported 13 grants totaling $259,800 to charitable organizations, with most grant dollars going to recipients in New York.
Key facts about The Allen and Erica Josephs Charitable
In short: The Allen and Erica Josephs Charitable gave $260K across 13 grants in 2025 (avg $20K), mostly in New York. 38% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 86-6748655
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $259,800
- Grants made (2025)
- 13
- Average grant
- $19,985
- Median grant
- $20,000
- New grantees (estimate)
- 38% first-time grantees (5 of 13, 2025; small sample)
- Total assets
- $4,856,086
- Primary geography
- New York (98% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$4.9M
-0.7% YoY
Annual Giving
$260K
+3.9% YoY
Grant Count
13
+44.4% YoY
Avg Grant Size
$20K
-28.1% YoY
Under IRS private-foundation payout rules, The Allen and Erica Josephs Charitable reported a distributable amount of $261K for 2025 — the minimum it must pay out in qualifying distributions.
Is The Allen and Erica Josephs Charitable open to new grantees?
38%
first-time grantees, 2025
In 2025, 5 of 13 grantees (38%) were first-time recipients. With only 13 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $4K; repeat grants $30K. How we count
Medians: $5K first-time, $29K repeat.
- 62% of 2025 grantees were also funded in 2024. Method
- Giving grew 92% from 2022 to 2025. Method
- In 2025 it paid out 100% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants went to organizations working in areas including health, Jewish heritage and services, education, contemporary art, and theatre. These are descriptions of recipient organizations, not stated focus areas of the foundation.
For example, Northwell Health Foundation describes its work as linking philanthropic support to help underserved and uninsured people, advance medical technology and research, and support facilities and programs. The Museum of Jewish Heritage describes itself as a living memorial to the Holocaust. The Bass describes its work as connecting international contemporary art with diverse audiences through experiences that excite, challenge, and educate.
Grantmaking
In filing year 2025, the foundation reported 13 grants totaling $259,800. Grants ranged from $1,000 to $50,000, with a median grant of $20,000. The listed grants were generally designated for general support.
Among the 2025 recipients, the foundation gave $50,000 each to American Friends of Israel Museum and United Jewish Appeal Federation; $35,000 to The Leffell School; $32,000 to NYU; $25,000 each to Northwell Health Foundation and Second Stage Theatre; and $20,000 to the Museum of Jewish Heritage. Other recipients included American Friends of Magen David Adom, Make-A-Wish Hudson Valley, The Jewish Education Project, Friends of the Bass Museum, Westchester Day School, and Stardust Jewish Fertility Foundation.
How to Apply
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
Ready to take the next step with The Allen and Erica Josephs Charitable?
Geographic Focus
Where this funder awards grants
The foundation is based in Miami, Florida. In 2025, 98% of its grant dollars went to recipients in New York and 2% to recipients in Florida.
Grant Distribution by State
Share of 2025 grant dollars across all 13 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $135K (2022) to $260K (2025). In 2025 it made 13 grants totaling $260K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was American Friends of Israel Museum ($50K). Together the top 10 received $252K.
Grant Size Distribution
40 grants across all recorded years
The most common grant size was under $50K: 33 grants of 40 (83%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| American Friends of Israel Museum New York, NY | General Support | $50,000 |
| United Jewish Appeal Federation New York, NY | General Support | $50,000 |
| The Leffel School White Plains, NY | General Support | $35,000 |
| NYU New York, NY | General Support | $32,000 |
| Northwell Health Foundation New Hyde Park, NY | General Support | $25,000 |
| Second Stage Theatre New York, NY | General Support | $25,000 |
| Museum of Jewish Heritage New York, NY | General Support | $20,000 |
| American Friends of Magen David Adom New York, NY | General Support | $5,000 |
| Make-a-Wish Hudson Valley Tarrytown, NY | General Support | $5,000 |
| The Jewish Education Project New York, NY | General Support | $5,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $4,856,086 | $310,835 | $345,842 | $259,800 |
| 2024 | $4,891,093 | $136,587 | $361,787 | $250,000 |
| 2023 | $5,116,293 | $7,965 | $271,614 | $162,000 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $4,856,086 | $4,891,093 | $5,116,293 |
| Revenue | $310,835 | $136,587 | $7,965 |
| Expenses | $345,842 | $361,787 | $271,614 |
| Qualifying Distributions | $261,634 | $251,736 | $163,708 |
| Net Investment Income | $230,971 | $86,318 | $62,692 |
| Distributable Amount | $260,926 | $260,694 | $253,854 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 16, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 9, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- IRS filings on file for fiscal years 2021–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Lisa Kaufman and Mitchell Josephs as trustees.
The Allen and Erica Josephs Charitable's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Lisa Kaufman
Trustee
On filings since 2021
5 hrs/week
No compensation reported
Mitchell Josephs
Trustee
On filings since 2021
5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: Co Ea 1001 Brickell Bay Dr 1400, Miami, FL 33131
Phone: (516) 885-8717
Frequently asked questions about The Allen and Erica Josephs Charitable
How much does The Allen and Erica Josephs Charitable give each year?
The Allen and Erica Josephs Charitable gave $260K across 13 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $250K across 9 grants.
What is The Allen and Erica Josephs Charitable's typical grant size?
The Allen and Erica Josephs Charitable's median grant in 2025 was $20,000, and its average grant was $19,985, across 13 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Allen and Erica Josephs Charitable that year got $4K on average.
Where does The Allen and Erica Josephs Charitable give grants?
The Allen and Erica Josephs Charitable gives mostly in New York: 98% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were New York, NY (7 grants).
Does The Allen and Erica Josephs Charitable give general operating support?
Yes: 100% of The Allen and Erica Josephs Charitable's 2025 grants with a stated purpose (13 of 13) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Allen and Erica Josephs Charitable's largest grantees?
The Allen and Erica Josephs Charitable's largest 2025 grantees include American Friends of Israel Museum ($50,000), United Jewish Appeal Federation ($50,000) and The Leffel School ($35,000), according to its 2025 IRS Form 990-PF. Together they received 52% of its itemized 2025 grant dollars.
How large is The Allen and Erica Josephs Charitable?
The Allen and Erica Josephs Charitable reported $4.9M in total assets on its 2025 IRS Form 990-PF. It paid out $262K in qualifying distributions that year, against a required minimum of $261K (roughly 5% of its investment assets).
What does The Allen and Erica Josephs Charitable fund?
No mission statement for the foundation is provided. Its 2025 grants went to organizations working in areas including health, Jewish heritage and services, education, contemporary art, and theatre. These are descriptions of recipient organizations, not stated focus areas of the foundation. See mission & focus areas ↑
How do I apply for a grant from The Allen and Erica Josephs Charitable?
The foundation 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 The Allen and Erica Josephs Charitable's EIN?
The Allen and Erica Josephs Charitable's EIN (Employer Identification Number) is 86-6748655. IRS Form 990 filing data is available on this page for 2021–2025.
Does The Allen and Erica Josephs Charitable accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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