The J & R Foundation

Foundation · Grantmaker Monsey, NY EIN: 20-5605448

The J & R Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Monsey, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $513K in total assets. In 2025, it awarded 2 grants totaling $1K.

Key facts about The J & R Foundation

In short: The J & R Foundation gave $1K across 2 grants in 2025 (avg $725), mostly in New York. Source: 2025 IRS Form 990-PF.

EIN
20-5605448
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$1,450
Grants made (2025)
2
Average grant
$725
Median grant
$725
Total assets
$512,622
Primary geography
New York (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$513K

-0.0% YoY

Annual Giving

$1K

+10.7% YoY

Grant Count

2

-50.0% YoY

Avg Grant Size

$725

+121.4% YoY

Under IRS private-foundation payout rules, The J & R Foundation reported a distributable amount of $33 for 2025 — the minimum it must pay out in qualifying distributions.

How The J & R Foundation gives

  • Giving fell 63% from 2022 to 2025. Method
  • In 2025 it paid out well above its IRS minimum distribution (the 5% rule). 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

1state

Share of all 2 itemized 2025 grant dollars.

States

Cities

Monsey

Giving Over Time

Total grant dollars and number of grants per year

$0$1K$2K$3K$4K1 grants20201 grants20212 grants20224 grants20234 grants20242 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Kollel Zichron Yosef: $1KKollel Zichron Yosef$1KCong Abza Dmada: $250Cong Abza Dmada$250

Grant Size Distribution

13 grants across all recorded years

13<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
KOLLEL ZICHRON YOSEF Monsey, NYGeneral Contribution$1,200
Cong Abza Dmada Monsey, NYGeneral Contribution$250

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2K$4K$6K202020212022202320242025
Metric202520242023
Total Assets$512,622$512,672$513,182
Revenue$1,400$800$5,000
Expenses$1,450$1,310$3,845
Qualifying Distributions$1,450$1,310$3,820
Net Investment Income———
Distributable Amount$33$29$15

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS July 15, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

The J & R Foundation's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Rochelle Stern

    Trustee

    On filings since 2020

    No compensation reported

  • Sidney Stern

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "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 J & R Foundation

How much does The J & R Foundation give each year?

The J & R Foundation gave $1K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1K across 4 grants.

How large is The J & R Foundation?

The J & R Foundation reported $513K in total assets on its 2025 IRS Form 990-PF. It paid out $1K in qualifying distributions that year, against a required minimum of $33 (roughly 5% of its investment assets).

What is The J & R Foundation?

The J & R Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Monsey, NY. It holds $513K in total assets as of 2025.

Where does The J & R Foundation operate?

The J & R Foundation has awarded grants in New York.

What is The J & R Foundation's EIN?

The J & R Foundation's EIN (Employer Identification Number) is 20-5605448. IRS Form 990 filing data is available on this page for 2020–2025.

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

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