Yardeni Family Foundation
Yardeni Family Foundation is a private foundation based in New York, NY. Its 2024 filing reports 25 grants totaling $283,864 to charitable organizations.
Yardeni Family Foundation at a glance
In short: Yardeni Family Foundation gave $284K across 25 grants in 2024 (avg $11K), mostly in New York. 76% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $283,864
- +8.4% vs 2023
- Grants made (2024)
- 25
- +13.6% vs 2023
- Average grant
- $11,355
- -4.6% vs 2023
- Median grant
- $4,440
- Total assets
- $300,262
- -23.1% vs 2023
- New grantees (estimate)
- 76% first-time grantees (19 of 25, 2024)
- Primary geography
- New York (83% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Yardeni Family Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: C/O O Yardeni-1675 Broadway-21St F, New York, NY 10019
Phone: (212) 750-0707
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Yardeni Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Merrill Lynch BOA ($135K). Together the top 10 received $248K.
Grant Size Distribution
102 grants across all recorded years
The most common grant size was under $50K: 96 grants of 102 (94%).
Geographic Focus
Where this funder awards grants
In 2024, the largest shares of grant dollars went to recipients in New York (83%) and Illinois (11%). The filing also lists 5% for a recipient state marked “?”, 1% for Virginia, and 1% for California.
Grant Distribution by State
Share of 2024 grant dollars across all 25 itemized grants.
States
Cities
Is Yardeni Family Foundation open to new grantees?
76%
first-time grantees, 2024
In 2024, 19 of 25 grantees (76%) were first-time recipients. First grants averaged $11K; repeat grants $11K. How we count
Medians: $4K first-time, $12K repeat.
- 16% of 2024 grantees were also funded in 2023. Method
- Giving grew 202% from 2021 to 2024. Method
- In 2024 it paid out 742% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2024, annual grant giving ranged from $94K (2021) to $284K (2024). In 2024 it made 25 grants totaling $284K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Merrill Lynch BOA New York, NY | Charitable | $135,000 |
| Gatestone Institute New York, NY | Charitable | $20,000 |
| Friends of the IDF Chicago, IL | Charitable | $19,900 |
| Park Ave Synagogue New York, NY | Charitable | $16,440 |
| Grahams Foundation Chicago, IL | Charitable | $10,358 |
| MskGiving New York, NY | Charitable | $10,000 |
| UJA Federation of New York New York, NY | Charitable | $10,000 |
| Friends of Barzilai New York, NY | Charitable | $10,000 |
| Chabad Lubavitch of Watermill Water Mill, NY | Charitable | $8,600 |
| Jewish Center of the Hamptons East Hampton, NY | Charitable | $8,100 |
Ready to take the next step with Yardeni Family Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $300,262 | $208,021 | $298,306 | $283,864 | 25 | $286,048 | $100,172 | $38,561 |
| 2023 | $390,547 | $260,280 | $277,288 | $261,821 | 22 | $265,121 | $149,031 | $37,530 |
| 2022 | $406,435 | $76,261 | $276,123 | $261,926 | 21 | $261,926 | $65,914 | $48,904 |
| 2021 | $608,197 | $17,602 | $112,066 | $94,124 | 24 | $94,124 | $3,469 | $65,995 |
| 2020 | $722,337 | $111,583 | $178,888 | $165,925 | 10 | — | $4,642 | $49,804 |
| 2019 | $759,104 | $18,658 | $196,028 | $183,940 | 16 | — | $9,980 | $53,299 |
Under IRS private-foundation payout rules, Yardeni Family Foundation reported a distributable amount of $39K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The foundation does not state a mission in the available information. Its 2024 grants show support for a range of charitable organizations. For example, Friends of Barzilai says it raises funds for the health services, research, and equipment needs of Barzilai Medical Center in Ashkelon, Israel. Gatestone Institute describes itself as a policy research and education organization focused on human rights and democracy. Challenged Athletes Inc. says it supports people with physical disabilities pursuing active lifestyles through fitness and competitive athletics.
Grantmaking
In 2024, the foundation reported 25 grants totaling $283,864. Grants ranged from $104 to $135,000, with a median of $4,440. Its largest reported grants included $135,000 to Merrill Lynch BOA, $20,000 to Gatestone Institute, $19,900 to Friends of the IDF, $16,440 to Park Ave Synagogue, and $10,358 to Grahams Foundation. Other 2024 grants included $10,000 each to MskGiving, UJA Federation of New York, and Friends of Barzilai.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Ofer Yardeni and Shari Yardeni as trustees.
Yardeni Family Foundation's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Ofer Yardeni
Trustee
On filings since 2019
No compensation reported
Shari Yardeni
Trustee
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2024. "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 Yardeni Family Foundation
How much does Yardeni Family Foundation give each year?
Yardeni Family Foundation gave $284K across 25 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $262K across 22 grants.
What is Yardeni Family Foundation's typical grant size?
Yardeni Family Foundation's median grant in 2024 was $4,440, and its average grant was $11,355, across 25 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Yardeni Family Foundation that year got $11K on average.
Where does Yardeni Family Foundation give grants?
Yardeni Family Foundation gives mostly in New York: 83% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Illinois (11%). The most frequent recipient cities were New York, NY (13 grants) and Chicago, IL (2 grants).
Does Yardeni Family Foundation give general operating support?
Not in 2024: none of the 25 grants with a stated purpose on Yardeni Family Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (25 grants).
Who are Yardeni Family Foundation's largest grantees?
Yardeni Family Foundation's largest 2024 grantees include Merrill Lynch BOA ($135,000), Gatestone Institute ($20,000) and Friends of the IDF ($19,900), according to its 2024 IRS Form 990-PF. Together they received 62% of its itemized 2024 grant dollars.
How large is Yardeni Family Foundation?
Yardeni Family Foundation reported $300K in total assets on its 2024 IRS Form 990-PF. It paid out $286K in qualifying distributions that year, against a required minimum of $39K (roughly 5% of its investment assets).
What does Yardeni Family Foundation fund?
The foundation does not state a mission in the available information. Its 2024 grants show support for a range of charitable organizations. For example, Friends of Barzilai says it raises funds for the health services, research, and equipment needs of Barzilai Medical Center in Ashkelon, Israel. See mission & focus areas ↑
How do I apply for a grant from Yardeni Family Foundation?
The foundation states that it 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 Yardeni Family Foundation's EIN?
Yardeni Family Foundation's EIN (Employer Identification Number) is 47-1954419. IRS Form 990 filing data is available on this page for 2019–2024.
Does Yardeni Family Foundation 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 October 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 14, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 8, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 17, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 17, 2025)
- IRS filings on file for fiscal years 2019–2024
Explore Open Grants
Browse active grant opportunities in Yardeni Family Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Yardeni Family Foundation funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/yardeni-family-foundation-morg_5a2a4740ff994474b05de505eaaf26c2
BibTeX
@misc{grantable_471954419_2026,
author = {{Grantable}},
title = {{Yardeni Family Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/yardeni-family-foundation-morg_5a2a4740ff994474b05de505eaaf26c2},
note = {Accessed 2026-10-15. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Yardeni Family Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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