The Dr Carol and Mr Jerry

Private foundation · Grantmaker Centerport, NY EIN: 20-1655017

The Dr Carol and Mr Jerry is a private foundation, based in Centerport, NY. IRS filing data is available from 2020 through 2024. In 2024, it awarded 1 grant totaling $4K. Net investment income was $6K.

Key facts about The Dr Carol and Mr Jerry

In short: The Dr Carol and Mr Jerry gave $4K across 1 grant in 2024 (avg $4K), mostly in Florida. Source: 2024 IRS Form 990-PF.

EIN
20-1655017
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$3,720
Grants made (2024)
1
Average grant
$3,720
Median grant
$3,720
Primary geography
Florida (100% of itemized 2024 grant dollars)

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

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$-10,185

-21.4% YoY

Annual Giving

$4K

-60.2% YoY

Grant Count

1

-80.0% YoY

Avg Grant Size

$4K

+98.9% YoY

Under IRS private-foundation payout rules, The Dr Carol and Mr Jerry reported a distributable amount of $11K for 2024 — the minimum it must pay out in qualifying distributions.

How The Dr Carol and Mr Jerry gives

  • Giving fell 75% from 2021 to 2024. Method
  • In 2024 it paid out 35% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Share of the 2024 grant dollars on its one itemized grant.

Cities

Palm BeachNew YorkDurhamLakewoodWest Palm Beach

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K0 grants2020 1 grant2021 2 grants2022 5 grants2023 1 grant2024

From 2021 to 2024, annual grant giving ranged from $4K (2024) to $15K (2021). In 2024 it made 1 grant totaling $4K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2024

Chamber Music Society of Palm Beach: $4KChamber Music Society of PalmBeach$4K

The largest 2024 recipient was Chamber Music Society of Palm Beach ($4K).

Grant Size Distribution

9 grants across all recorded years

9<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 9 grants of 9 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Chamber Music Society of Palm Beach Palm Beach, FLCultural$3,720

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$5K$10K$15K$20K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$-10,185$-12,959$-13,527
Revenue$8,134$10,046$9,185
Expenses$5,360$9,478$11,250
Qualifying Distributions$3,720$9,350$10,000
Net Investment Income$6,494$9,918$7,935
Distributable Amount$10,633$10,087$9,629

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

The Dr Carol and Mr Jerry is led by Miriam L. Feldstein, President on every filing since 2020; none of the 3 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Miriam L. Feldstein

    President

    On filings since 2020

    1 hr/week

    No compensation reported

  • Bruce A. Rosen

    Secretary & Treasurer

    On filings since 2020

    1 hr/week

    No compensation reported

  • Michael L. Kaufman

    Vice President

    On filings since 2020

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about The Dr Carol and Mr Jerry

How much does The Dr Carol and Mr Jerry give each year?

The Dr Carol and Mr Jerry gave $4K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $9K across 5 grants.

Where does The Dr Carol and Mr Jerry operate?

The Dr Carol and Mr Jerry has awarded grants in Florida, Illinois, North Carolina, New Jersey, New York.

How much is The Dr Carol and Mr Jerry required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Dr Carol and Mr Jerry reported a distributable amount of $11K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Dr Carol and Mr Jerry's EIN?

The Dr Carol and Mr Jerry's EIN (Employer Identification Number) is 20-1655017. IRS Form 990 filing data is available on this page for 2020–2024.

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

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