The JDJ Charitable Trust
The JDJ Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Greenwich, CT. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $963K in total assets. In 2025, it awarded 5 grants totaling $46K. Net investment income was $64K.
Key facts about The JDJ Charitable Trust
- EIN
- 13-7239304
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $45,750
- Grants made (2025)
- 5
- Average grant
- $9,150
- Median grant
- $5,000
- Total assets
- $962,708
- Primary geography
- New York (72% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The JDJ Charitable Trust funds
By grant dollars, the top recipient states for The JDJ Charitable Trust's 5 itemized 2025 grants were New York (72%), Connecticut (17%) and Pennsylvania (11%). The most frequent recipient cities were New York, NY (2 grants). None of its 5 grants with a stated purpose were described as general or operating support. Recurring purposes include "Fulfillment of Charitable Purpose" (5 grants).
How The JDJ Charitable Trust gives
- Giving grew 266% from 2022 to 2025. Method
- In 2025 it paid out 101% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with The JDJ Charitable Trust
- How to evaluate The JDJ Charitable Trust as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$963K
+1.7% YoY
Annual Giving
$46K
+14.4% YoY
Grant Count
5
-16.7% YoY
Avg Grant Size
$9K
+37.2% YoY
Under IRS private-foundation payout rules, The JDJ Charitable Trust reported a distributable amount of $45K for 2025 — the minimum it must pay out in qualifying distributions.
About The JDJ Charitable Trust
Based on IRS filings
The JDJ Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Greenwich, CT. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $963K in total assets. In 2025, it awarded 5 grants totaling $46K. Net investment income was $64K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 5 itemized 2025 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $962,708 | $946,216 | $917,106 |
| Revenue | $65,011 | $75,148 | $38,347 |
| Expenses | $46,981 | $41,204 | $32,703 |
| Qualifying Distributions | $45,750 | $40,000 | $31,440 |
| Net Investment Income | $63,780 | $73,994 | $36,683 |
| Distributable Amount | $45,343 | $45,381 | $43,715 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
Grant Size Distribution
24 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest recipients include Memorial Sloan Kettering ($20,000), New York Historical Society ($12,750), Villanova University ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| MEMORIAL SLOAN KETTERING New York, NY | FULFILLMENT OF CHARITABLE PURPOSE | $20,000 |
| NEW YORK HISTORICAL SOCIETY New York, NY | FULFILLMENT OF CHARITABLE PURPOSE | $12,750 |
| VILLANOVA UNIVERSITY Villanova, PA | FULFILLMENT OF CHARITABLE PURPOSE | $5,000 |
| ANN'S PLACE Danbury, CT | FULFILLMENT OF CHARITABLE PURPOSE | $5,000 |
| SQUASH HAVEN New Haven, CT | FULFILLMENT OF CHARITABLE PURPOSE | $3,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2025 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| James E Yacobucci | Trustee | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The JDJ Charitable Trust?
The JDJ Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Greenwich, CT. It holds $963K in total assets as of 2025.
How large is The JDJ Charitable Trust?
As of 2025, The JDJ Charitable Trust holds $963K in total assets with $65K in annual revenue. It awarded 5 grants totaling $46K in 2025.
Where does The JDJ Charitable Trust operate?
The JDJ Charitable Trust has awarded grants in Connecticut, New Jersey, New York, Pennsylvania.
What size grants does The JDJ Charitable Trust award?
In 2025, The JDJ Charitable Trust awarded 5 grants totaling $46K — an average of about $9K per grant, based on its IRS Form 990 filings.
How much is The JDJ Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, The JDJ Charitable Trust reported a distributable amount of $45K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The JDJ Charitable Trust's EIN?
The JDJ Charitable Trust's EIN (Employer Identification Number) is 13-7239304. IRS Form 990 filing data is available on this page for 2021–2025.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.