The Etz Chaim Charitable Trust

MIAMI BEACH, FL EIN: 13-7138977

The Etz Chaim Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MIAMI BEACH, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $46.7M in total assets. In 2024, it awarded 4 grants totaling $1.9M. Net investment income was $3.2M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$46.7M

+2.7% YoY

Annual Giving

$1.9M

-4.9% YoY

Grant Count

-20.0% YoY

Avg Grant Size

$478K

+18.9% YoY

Under IRS private-foundation payout rules, The Etz Chaim Charitable Trust reported a distributable amount of $2.2M for 2024 — the minimum it must pay out in qualifying distributions.

About The Etz Chaim Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New Jersey $7.9M (82%)

New York $1.7M (18%)

Florida $500 (0%)

States

Florida New Jersey New York

Cities

BrooklynLakewoodMiami Beach

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$46,675,163	$45,457,746	$42,653,513
Revenue	$3,941,605	$5,207,426	$3,719,057
Expenses	$2,724,188	$2,403,193	$2,528,438
Qualifying Distributions	$1,929,366	$2,009,250	$2,123,260
Net Investment Income	$3,168,332	$4,812,733	$3,397,262
Distributable Amount	$2,210,871	$1,933,798	$2,071,501

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

25 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include The Donor's Fund Inc ($1,325,941), Amidei Zion ($400,000), Yaldai Zion ($105,000).

Recipient	Purpose	Amount
Amidei Zion BROOKLYN, NY	UNRESTRICTED GRANT TO RELIGIOUS ORGANIZATION	$400,000
Kollel Zichron Chaim Of Bobov BROOKLYN, NY	UNRESTRICTED GRANT TO RELIGIOUS ORGANIZATION	$80,000
THE DONOR'S FUND INC LAKEWOOD, NJ	UNRESTRICTED GRANT TOPHILANTHROPIC ORGANIZATION	$1,325,941
Yaldai Zion BROOKLYN, NY	UNRESTRICTED GRANT	$105,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
SAUL WOLF	TRUSTEE	—	—
DEBORAH WOLF	TRUSTEE	—	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is The Etz Chaim Charitable Trust?

The Etz Chaim Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MIAMI BEACH, FL. It holds $46.7M in total assets as of 2024.

How large is The Etz Chaim Charitable Trust?

As of 2024, The Etz Chaim Charitable Trust holds $46.7M in total assets with $3.9M in annual revenue. It awarded 4 grants totaling $1.9M in 2024.

Where does The Etz Chaim Charitable Trust operate?

The Etz Chaim Charitable Trust has awarded grants in Florida, New Jersey, New York.

What size grants does The Etz Chaim Charitable Trust award?

In 2024, The Etz Chaim Charitable Trust awarded 4 grants totaling $1.9M — an average of about $478K per grant, based on its IRS Form 990 filings.

How much is The Etz Chaim Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Etz Chaim Charitable Trust reported a distributable amount of $2.2M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Etz Chaim Charitable Trust's EIN?

The Etz Chaim Charitable Trust's EIN (Employer Identification Number) is 13-7138977. IRS Form 990 filing data is available on this page for 2020–2024.