Nonprofit · EIN 86-6748655
THE ALLEN AND ERICA JOSEPHS CHARITABLE FOUNDATION TR AGREEMENT
Tax-exempt · MIAMI, FL 33131
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $310,835 | $345,842 | -$35,007 | $4,856,086 | $0 | $4,856,086 |
| December 31, 2024 | 990-PF | $136,587 | $361,787 | -$225,200 | $4,891,093 | $0 | $4,891,093 |
| December 31, 2023 | 990-PF | $7,965 | $271,614 | -$263,649 | $5,116,293 | $0 | $5,116,293 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $197,220
- Net gain from sales of assets
- $113,615
Expenses
- Grants and similar amounts paid
- $259,800
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $261,634
- Excise tax on investment income
- $3,210
Balance sheet and other
- Total assets, start of year
- $4,891,093
- Total assets, end of year
- $4,856,086
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,856,086
- Fair market value of assets
- $5,464,996
- Qualifying distributions
- $261,634
- Net investment income
- $313,651
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA KAUFMAN 823 PARK AVE, NEW YORK, NY 10021 | TRUSTEE | 5 | $0 |
| MITCHELL JOSEPHS 14 HILLAIR COURT, WHITE PLAINS, NY 10605 | TRUSTEE | 5 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA KAUFMAN 823 PARK AVE, NEW YORK, NY 10021 | TRUSTEE | 5 | $0 |
| MITCHELL JOSEPHS 14 HILLAIR COURT, WHITE PLAINS, NY 10605 | TRUSTEE | 5 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA KAUFMAN 823 PARK AVE, NEW YORK, NY 10021 | TRUSTEE | 5 | $0 |
| MITCHELL JOSEPHS 14 HILLAIR COURT, WHITE PLAINS, NY 10605 | TRUSTEE | 5 | $0 |
Address and contacts
- Address (IRS master file)
- CO EA 1001 BRICKELL BAY DR 1400, MIAMI, FL 33131-0000
- Signed the 990-PF
- MITCHELL JOSEPHS, TRUSTEE
- Phone
- (516) 885-8717
- Return prepared by
- EISNER ADVISORY GROUP LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 86-6748655
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2021
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $4,856,086
- Income (IRS master file)
- $728,831
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $310,835 | $345,842 | $4,856,086 | IRS |
| 990-PF | December 2024 | $136,587 | $361,787 | $4,891,093 | IRS |
| 990-PF | December 2023 | $7,965 | $271,614 | $5,116,293 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 86-6748655).
Questions about THE ALLEN AND ERICA JOSEPHS CHARITABLE FOUNDATION TR AGREEMENT
- What is the EIN of THE ALLEN AND ERICA JOSEPHS CHARITABLE FOUNDATION TR AGREEMENT?
- The employer identification number (EIN) of THE ALLEN AND ERICA JOSEPHS CHARITABLE FOUNDATION TR AGREEMENT is 86-6748655.
- Is THE ALLEN AND ERICA JOSEPHS CHARITABLE FOUNDATION TR AGREEMENT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to THE ALLEN AND ERICA JOSEPHS CHARITABLE FOUNDATION TR AGREEMENT tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE ALLEN AND ERICA JOSEPHS CHARITABLE FOUNDATION TR AGREEMENT file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE ALLEN AND ERICA JOSEPHS CHARITABLE FOUNDATION TR AGREEMENT due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE ALLEN AND ERICA JOSEPHS CHARITABLE FOUNDATION TR AGREEMENT last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of THE ALLEN AND ERICA JOSEPHS CHARITABLE FOUNDATION TR AGREEMENT?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does THE ALLEN AND ERICA JOSEPHS CHARITABLE FOUNDATION TR AGREEMENT have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $310,835, expenses of $345,842 and total assets of $4,856,086 at year end.
Other nonprofits in MIAMI
- BAPTIST HOSPITAL OF MIAMI INC EIN 59-0910342 · last filed 990 for 2025
- VARIETY CHILDRENS HOSPITAL EIN 59-0638499 · last filed 990 for 2024
- WEST KENDALL BAPTIST HOSPITAL INC EIN 52-2438452 · last filed 990 for 2025
- MIAMI CHILDRENS HEALTH SYSTEM INC EIN 45-3481327 · last filed 990 for 2024
- MATER ACADEMY INC EIN 65-0857507 · last filed 990 for 2025
- GOODWILL INDUSTRIES OF SOUTH FLORIDA INC EIN 59-0866126 · last filed 990 for 2024
- PINECREST ACADEMY INC EIN 65-1018632 · last filed 990 for 2025
- THE MIAMI FOUNDATION INC EIN 65-0350357 · last filed 990 for 2025