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· Private foundation

The Etz Chaim Charitable Trust

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$1.6M
Granted FY2019
83
Grants FY2019
3
States reached
$400k
Largest

Read this first · the figures below need context

69% of The Etz Chaim Charitable Trust’s FY2024 grant dollars went to The Donors Fund, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2024 names 0 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2019, the last year The Etz Chaim Charitable Trust named its own grantees at scale: 41 organizations, $2M. It is dated, not current.

Organizations named directly on the return

43
’17
44
’18
41
’19
5
’20
3
’21
1
’22
0
’23
0
’24

Amber years are those where most dollars went to a sponsor.

01What it funds
0177% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Philanthropy$8.3MReligion$4.4MInternational$33kYouth Development$31kScience & Tech$15kHuman Services$10kHealth$5kEducation$2kOther$0
02FY2019 · 83 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2019

  • Under $10k57 grants · $149k
  • $10k–50k17 grants · $375k
  • $50k–250k8 grants · $670k
  • $250k+1 grant · $400k
$3,600
Median grant
3
States reached
$47M
Total assets
Largest grants
RecipientAmount
THE DONOR'S FUND$400,000
Individual grant recipient$184,500
CHASDEI UVOIS$105,000
BETH MEDRASH CHASIDIM$100,000
CONGREGATION TZLOSA DSHLOMO$75,000
CONG TARSHISH$55,000
CONGREGATION YESHIVA YAD MOISHE$50,000
YESHIVA SHAAREI MENACHEM INC$50,000
KOLLEL ZICHRON CHAIM OF BOBOV$50,000
YESHIVA GEDOLAH IMREI YOSEF$40,000
BOBOVER YESHIVA BNEI ZION$40,000
AMERICAN FRIENDS OF YESHIVA DMIR INC$37,500
TSHECHENOV INSTITUTIONS IN ISRAEL$36,000
CONG CHOCHMAS SHLOMO$26,800
BNEI AVROHOM$25,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–19, $10k) land where the poverty rate runs at 18%, against an area that typically sits at 12%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 12%SURI KOPS KEREN MISHPACHOS INC: $3k → 13%BONEI OLAM: $3k → 20%BONEI OLAM: $3k → 20%WE LOVE TO HELP INC: $1k → 20%WE LOVE TO HELP INC: $1k → 20%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

95%of every dollar goes to organizations it has funded before.
$4.6M · 76 repeat orgs$251k to everyone else

Grantees it renews have grown median revenue +96% since the first grant, against +4% for those funded once.

76 repeat relationships: 64 still active in FY2019, 12 since wound down; 20 grantees were first funded in FY2019 (too recent to call). Read against FY2019, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.

How the two cohorts compare

Re-uppedFunded once

Organizations

76
25

Total granted

$4.6M
$60k

Median revenue growth · since first grant

+96%
+4%

Still filing today

14%
24%

New vs renewed · share of each year

In FY2024, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24
ReligionPhilanthropyHuman ServicesInternationalEducationCrime & LegalOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • CC
    CHOFETZ CHAIM HERITAGE FOUNDATION
    2× · 2017–2019 · $25k · revenue +34%
  • YY
    YAD YISROEL
    3× · 2017–2019 · $15k · revenue +15%
  • TV
    TOV VCHESED FOUNDATION INC
    3× · 2017–2019 · $15k · revenue +227%

Funded once

  • BR
    BAIS RIVKA ROCHEL INC
    one grant, 2018 · $10k
  • KB
    KHAL BNEI TORAH
    one grant, 2017 · $5k
  • YS
    YESHIVATH SHAAR HATORAH GRODNO
    one grant, 2017 · $5k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Chasdei Dovid Elimelech Inc
Philanthropy
2
Yeshiva Ohr Yisroel
Philanthropy
3
Tomchei Torah Inc

Religious Teaching

—
4
Kollel Chazon Ish

To make grants to religious and charitable organizations

—
5
Hayashar Vehatov Inc

The furtherance of primacy of orthodox jewish jurisprudence

Religion
6
Friends of Yeshiva Tehilas Shlomo Inc

Provide support to further jewish education

Philanthropy
7
American Friends of Amshinover Yeshiva Jerusalem Inc

Support of religious schools in Israel

International
8
Mishken Chaim Rivnits

Assistance to the indigent

Religion
9
Friends of Yeshiva Beer Abraham

Furtherance of jewish education

Religion
10
Yeshiva Beit Rafael

Religious & charitable- to provide funds to enable the study of torah.

Philanthropy
11
Yeshivas D'var Torah Inc

Organization raises funds which are disbursed to religious schools of higher education and talmudic research

Philanthropy
12
Sherit Isroel
—
How this is measured
The grantee most central to the portfolio’s shape is Yeshivah Beth Israel Tifereth Menachem Foundation; the most unlike its peers is Suri Kops Keren Mishpachos Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

24 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 24 of the 124 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
8
Early backer (in before they grew)
21/24
Grantees still filing
19/24
Grew since first funded

Where the money sits, by cause and then by grantee

DONORS FUND INC: $8,285,941 · PhilanthropyDONORS FUND INC+5 more: $16,800 · PhilanthropyIndividual grant recipient: $991,500 · OtherIndividual grant recipientIndividual grant recipient: $500,000 · OtherIndividual grant recipientKOLLEL ZICHRON CHAIM: $303,500 · OtherKOLLEL ZICHRON CHAIMBETH HAMEDRASH CHASIDIM: $300,000 · OtherBETH HAMEDRASH CHASIDIMCHASDEI UVOIS: $267,000 · OtherCHASDEI UVOISKollel Zichron Chaim Of Bobov: $210,000 · OtherAMIDEI ZION OF BOBOV INC: $200,000 · Other+95 more: $1,981,500 · Other+95 moreNATIONAL SOCIETY FOR HEBREW DAY SCHOOLS: $500,000 · ReligionCHOFETZ CHAIM HERITAGE FOUNDATION: $25,000 · Religion+5 more: $26,400 · ReligionAMERICAN FRIENDS OF YESHIVA DMIR INC: $37,500 · InternationalTOV VCHESED FOUNDATION INC: $15,000 · InternationalYESHIVAH BETH ISRAEL TIFERETH MENACHEM FOUNDATION: $9,600 · EducationSCSC INC: $1,000 · EducationBonei Olam Inc: $5,000 · Human ServicesSURI KOPS KEREN MISHPACHOS INC: $3,000 · Human ServicesWE LOVE TO HELP: $2,000 · Human ServicesTHE ALEPH INSTITUTE INC: $2,000 · Crime & LegalFriendship Circle of Miami Beach and North Dade Inc: $1,000 · Youth Development
Philanthropy$8,302,741Other$4,753,500Religion$551,400International$52,500Education$10,600Human Services$10,000Crime & Legal$2,000Youth Development$1,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetDONORS FUND INC: $8,285,941 over 6y, 3.2% of budgetAMERICAN FRIENDS OF YESHIVA DMIR INC: $37,500 over 1y, 0.1% of budgetCHOFETZ CHAIM HERITAGE FOUNDATION: $25,000 over 2y, 0.4% of budgetYAD YISROEL: $15,000 over 3y, 0.2% of budgetTOV VCHESED FOUNDATION INC: $15,000 over 3y, 0.1% of budgetJEWISH EDUCATION CENTER OF SOUTH FLORIDA: $11,800 over 3y, 0.8% of budgetAmerican Commitee for Ahavas Torah Inc: $6,000 over 2y, 0.6% of budgetAISHEL RASHBI: $5,000 over 1y, 0.8% of budgetBonei Olam Inc: $5,000 over 2y, 0.0% of budgetPEF ISRAEL ENDOWMENT FUNDS INC: $3,000 over 2y, 0.0% of budgetMIKVAH USA INC: $3,000 over 3y, 0.0% of budgetWE LOVE TO HELP: $2,000 over 2y, 0.2% of budgetTHE ALEPH INSTITUTE INC: $2,000 over 2y, 0.0% of budgetFriendship Circle of Miami Beach and North Dade Inc: $1,000 over 1y, 0.3% of budgetYeshiva Education For Special Students: $1,000 over 1y, 0.1% of budgetSCSC INC: $1,000 over 1y, 0.1% of budgetKUPATH RAMBAHN KOLEL POLIN: $1,000 over 1y, 0.1% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds DONORS FUND INC ↗
  • Who funds NATIONAL SOCIETY FOR HEBREW DAY SCHOOLS ↗
  • Who funds AMERICAN FRIENDS OF YESHIVA DMIR INC ↗
  • Who funds CHOFETZ CHAIM HERITAGE FOUNDATION ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The Ojc FundNY68.5× affinity51 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Ojc Fund · Jack Adjmi Family Foundation Inc · S&W Foundation Inc · Jewish Communal Fund · Chavie Stern Family Foundation Inc · Donors Fund Inc · Zichron Yechiel Mechel Foundation · Chayim V Chesed · Zichron Chaim Charity Fund · National Society for Hebrew Day Schools · The Jimmy and Berta Khezrie Charitable Foundation · Kmh Inl Abraham and Sara Foundation Inc

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization The Etz Chaim Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from The Etz Chaim Charitable Trust. Bigger dots raise more.

2023
’20’21’22’23’24’25
no gov · 30%0%1%3%5%funder's share of their income ↑0%1%3%4%5%share of the org’s income from government →median 0%
  • The Aleph Institute Inc: 0% of income from government
no gov moneyreceives it· size = income
3get no government money at all
1report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–5%
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to The Etz Chaim Charitable Trust?

Find your warmest path to The Etz Chaim Charitable Trust through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 124 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2019, released 2019. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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