The Lucille & Jack Yellen Foundation
The Lucille & Jack Yellen Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BUFFALO, NY. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $963K in total assets. In 2024, it awarded 13 grants totaling $54K. Net investment income was $59K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$963K
-1.2% YoY
Annual Giving
$54K
-7.8% YoY
Grant Count
13
+0.0% YoY
Avg Grant Size
$4K
-7.8% YoY
Under IRS private-foundation payout rules, The Lucille & Jack Yellen Foundation reported a distributable amount of $61K for 2024 — the minimum it must pay out in qualifying distributions.
About The Lucille & Jack Yellen Foundation
Based on IRS filings
The Lucille & Jack Yellen Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BUFFALO, NY. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $963K in total assets. In 2024, it awarded 13 grants totaling $54K. Net investment income was $59K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $963,268 | $975,115 | $983,005 |
| Revenue | $79,475 | $84,617 | $65,449 |
| Expenses | $91,322 | $92,507 | $94,430 |
| Qualifying Distributions | $54,150 | $58,725 | $59,050 |
| Net Investment Income | $58,863 | $51,157 | $30,069 |
| Distributable Amount | $60,619 | $56,104 | $57,331 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
66 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Julliard Scholarship Fund ($10,000), Ascap Foundation ($6,000), Buffalo State College Foundation ($6,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ASCAP FOUNDATION NEW YORK, NY | FOSTER MUSIC EDUCATION | $6,000 |
| BUFFALO MUSIC HALL OF FAME BUFFALO, NY | SCHOLARSHIPS | $2,500 |
| BUFFALO STATE COLLEGE FOUNDATION BUFFALO, NY | SCHOLARSHIP | $6,000 |
| BUFFALO STRING WORKS BUFFALO, NY | FOSTER MUSIC EDUCATION | $2,000 |
| COMMUNITY MUSIC SCHOOL OF BUFFALO BUFFALO, NY | FOSTER MUSIC EDUCATION | $2,500 |
| DANCEABILITY INC USA CHEEKTOWAGA, NY | FOSTER MUSIC EDUCATION FOR SPECIAL NEEDS INDIVIDUALS | $2,000 |
| FREDONIA COLLEGE FOUNDATION FREDONIA, NY | SCHOLARSHIP | $6,000 |
| JULLIARD SCHOLARSHIP FUND NEW YORK, NY | SCHOLARSHIP | $10,000 |
| NYS DANCE FORCE SILVER CREEK, NY | FOSTER MUSIC EDUCATION | $3,000 |
| SPRINGVILLE GRIFFITH CSD SPRINGVILLE, NY | FOSTER MUSIC EDUCATION | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ANNETTE H FITCH | PRESIDENT/TRUSTEE | 0.5 | $3,713 |
| TRACY L FRANCISCO | TRUSTEE | 0.5 | $3,713 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Lucille & Jack Yellen Foundation?
The Lucille & Jack Yellen Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BUFFALO, NY. It holds $963K in total assets as of 2024.
How large is The Lucille & Jack Yellen Foundation?
As of 2024, The Lucille & Jack Yellen Foundation holds $963K in total assets with $79K in annual revenue. It awarded 13 grants totaling $54K in 2024.
Where does The Lucille & Jack Yellen Foundation operate?
The Lucille & Jack Yellen Foundation has awarded grants in California, New York.
What size grants does The Lucille & Jack Yellen Foundation award?
In 2024, The Lucille & Jack Yellen Foundation awarded 13 grants totaling $54K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is The Lucille & Jack Yellen Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Lucille & Jack Yellen Foundation reported a distributable amount of $61K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Lucille & Jack Yellen Foundation's EIN?
The Lucille & Jack Yellen Foundation's EIN (Employer Identification Number) is 27-6925795. IRS Form 990 filing data is available on this page for 2019–2024.
Explore Open Grants
Browse active grant opportunities in The Lucille & Jack Yellen Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.