The Allen and Erica Josephs Charitable
The Allen and Erica Josephs Charitable is a private foundation, based in MIAMI, FL. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $4.9M in total assets. In 2024, it awarded 9 grants totaling $250K. Net investment income was $86K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.9M
-4.4% YoY
Annual Giving
$250K
+54.3% YoY
Grant Count
9
-10.0% YoY
Avg Grant Size
$28K
+71.5% YoY
Under IRS private-foundation payout rules, The Allen and Erica Josephs Charitable reported a distributable amount of $261K for 2024 — the minimum it must pay out in qualifying distributions.
About The Allen and Erica Josephs Charitable
Based on IRS filings
The Allen and Erica Josephs Charitable is a private foundation, based in MIAMI, FL. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $4.9M in total assets. In 2024, it awarded 9 grants totaling $250K. Net investment income was $86K.
Ready to take the next step with The Allen and Erica Josephs Charitable?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,891,093 | $5,116,293 | $5,379,942 |
| Revenue | $136,587 | $7,965 | $-76,076 |
| Expenses | $361,787 | $271,614 | $245,160 |
| Qualifying Distributions | $251,736 | $163,708 | $136,000 |
| Net Investment Income | $86,318 | $62,692 | $50,577 |
| Distributable Amount | $260,694 | $253,854 | $260,538 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
27 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include American Friends of Israel Museum ($50,000), United Jewish Appeal Federation ($50,000), Nyu ($35,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN FRIENDS OF ISRAEL MUSEUM NEW YORK, NY | GENERAL SUPPORT | $50,000 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM NEW YORK, NY | GENERAL SUPPORT | $10,000 |
| NORTHWELL HEALTH FOUNDATION NEW HYDE PARK, NY | GENERAL SUPPORT | $25,000 |
| NYU NEW YORK, NY | GENERAL SUPPORT | $35,000 |
| SECOND STAGE THEATRE NEW YORK, NY | GENERAL SUPPORT | $25,000 |
| THE LEFFEL SCHOOL WHITE PLAINS, NY | GENERAL SUPPORT | $35,000 |
| UNITED JEWISH APPEAL FEDERATION NEW YORK, NY | GENERAL SUPPORT | $50,000 |
| MUSEUM OF JEWISH HERITAGE NEW YORK, NY | GENERAL SUPPORT | $15,000 |
| WESTCHESTER JEWISH COUNCIL INC WHITE PLAINS, NY | GENERAL SUPPORT | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LISA KAUFMAN | TRUSTEE | 5 | — |
| MITCHELL JOSEPHS | TRUSTEE | 5 | — |
Frequently Asked Questions
How large is The Allen and Erica Josephs Charitable?
As of 2024, The Allen and Erica Josephs Charitable holds $4.9M in total assets with $137K in annual revenue. It awarded 9 grants totaling $250K in 2024.
Where does The Allen and Erica Josephs Charitable operate?
The Allen and Erica Josephs Charitable has awarded grants in New York, Washington.
What size grants does The Allen and Erica Josephs Charitable award?
In 2024, The Allen and Erica Josephs Charitable awarded 9 grants totaling $250K — an average of about $28K per grant, based on its IRS Form 990 filings.
How much is The Allen and Erica Josephs Charitable required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Allen and Erica Josephs Charitable reported a distributable amount of $261K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2021–2024.
Explore Open Grants
Browse active grant opportunities in The Allen and Erica Josephs Charitable's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
National Philanthropic Trust
JENKINTOWN, PA
Assets
$42.2B
Grants
18,583
Total Given
$5.1B
Morgan Stanley Global Impact Funding Trust Inc
INDIANAPOLIS, IN
Assets
$9.1B
Grants
19,253
Total Given
$1.2B
Vanguard Charitable Endowment Program
SOUTHEASTERN, PA
Assets
$22.2B
Grants
24,269
Total Given
$3.0B
Baron Family Foundation
NEW YORK, NY
Assets
$51.4M
Grants
73
Total Given
$7.2M
The Chicago Community Trust
CHICAGO, IL
Assets
$6.0B
Grants
3,976
Total Given
$1.4B
Gs Donor Advised Philanthropy Fund
NEW YORK, NY
Assets
$12.7B
Grants
7,424
Total Given
$3.0B
The Pamela and Laurence Tarica
SANDS POINT, NY
Assets
$1.6M
Grants
73
Total Given
$1.3M
The Feuerstein Maier Family
ENGLEWOOD CLIFFS, NJ
Assets
$13.4M
Grants
35
Total Given
$915K
The New York Community Trust
NEW YORK, NY
Assets
$3.5B
Grants
2,748
Total Given
$193.8M
Baird Foundation Inc
MILWAUKEE, WI
Assets
—
Grants
3,751
Total Given
$6.6M
Jewish National Fund
NEW YORK, NY
Assets
$633.2M
Grants
169
Total Given
$16.1M
The Goldman Sachs Charitable Gift Fund
NEW YORK, NY
Assets
$518.0M
Grants
2,485
Total Given
$212.1M
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with The Allen and Erica Josephs Charitable on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities