The Lucille & Jack Yellen Foundation
The Lucille & Jack Yellen Foundation is a private foundation based in Buffalo, New York. In its 2025 filing, it reported giving to organizations for scholarships and music education, including colleges, music organizations, and programs serving people with special needs.
The Lucille & Jack Yellen Foundation at a glance
In short: The Lucille & Jack Yellen Foundation gave $60K across 13 grants in 2025 (avg $5K), mostly in New York. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $60,000
- +12.1% vs 2024
- Grants made (2025)
- 13
- +0.0% vs 2024
- Average grant
- $4,615
- +12.1% vs 2024
- Median grant
- $3,000
- Total assets
- $993,053
- +3.1% vs 2024
- New grantees (estimate)
- 0% first-time grantees (0 of 11, 2025; small sample)
- Primary geography
- New York (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Lucille & Jack Yellen 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: 220 Broadway Street, Buffalo, NY 14204
Phone: (716) 855-3333
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Lucille & Jack Yellen Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Julliard Scholarship Fund ($10K). Together the top 10 received $50K.
Organizations only. It also paid 1 individual scholarship ($8,000), which are not listed by name.
Grant Size Distribution
66 grants across all recorded years
The most common grant size was under $50K: 66 grants of 66 (100%).
Geographic Focus
Where this funder awards grants
All grant dollars reported for 2025 went to recipients in an individual recipient
Grant Distribution by State
Share of 2025 grant dollars across all 13 itemized grants.
States
Cities
Is The Lucille & Jack Yellen Foundation open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 11 grantees (0%) were first-time recipients. With only 11 grantees, that is a small sample: one grantee more or less moves the share by about 9 points. How we count
- 100% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+3%). Method
- In 2025 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). 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 2025, annual grant giving ranged from $49K (2021) to $60K (2025). In 2025 it made 13 grants totaling $60K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Julliard Scholarship Fund New York, NY | Scholarship | $10,000 |
| 1 individual scholarship Recipients not named | — | $8,000 |
| Fredonia College Foundation Fredonia, NY | Scholarship | $8,000 |
| University at Buffalo Foundation Buffalo, NY | Scholarship | $8,000 |
| Ascap Foundation New York, NY | Foster Music Education | $6,500 |
| Manhattan School of Music New York, NY | Scholarship | $5,000 |
| NYS Dance Force Silver Creek, NY | Foster Music Education | $3,000 |
| Buffalo Music Hall of Fame Buffalo, NY | Scholarship | $2,500 |
| Community Music School of Buffalo Buffalo, NY | Foster Music Education | $2,500 |
| Buffalo String Works Buffalo, NY | Foster Music Education | $2,000 |
Ready to take the next step with The Lucille & Jack Yellen 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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $993,053 | $128,993 | $99,208 | $60,000 | 13 | $60,625 | $91,878 | $64,760 |
| 2024 | $963,268 | $79,475 | $91,322 | $53,500 | 13 | $54,150 | $58,863 | $60,619 |
| 2023 | $975,115 | $84,617 | $92,507 | $58,000 | 13 | $58,725 | $51,157 | $56,104 |
| 2022 | $983,005 | $65,449 | $94,430 | $58,000 | 13 | $59,050 | $30,069 | $57,331 |
| 2021 | $1,011,986 | $90,687 | $86,784 | $49,000 | 14 | $49,898 | $55,540 | $58,901 |
| 2020 | $1,008,083 | $96,881 | $88,493 | $52,500 | 13 | — | $62,242 | $49,997 |
| 2019 | $999,695 | $70,110 | $93,668 | $53,000 | 13 | — | $31,013 | $53,315 |
Under IRS private-foundation payout rules, The Lucille & Jack Yellen Foundation reported a distributable amount of $65K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants included scholarships and support for music education. Among its grantees, Buffalo String Works describes its mission as delivering music education to diverse youth to inspire personal and community transformation. The ASCAP Foundation says it nurtures future music talent, preserves music’s legacy, and supports music creators through educational, professional, and humanitarian programs.
Grantmaking
In filing year 2025, the foundation reported 13 grants totaling $60,000. Grant amounts ranged from $500 to $10,000, with a median of $3,000. Its largest grants included $10,000 to Juilliard Scholarship Fund for scholarships; $8,000 each to Buffalo State College Foundation, Fredonia College Foundation, and University at Buffalo Foundation for scholarships; and $6,500 to the ASCAP Foundation to foster music education. Other grants included $5,000 to Manhattan School of Music for scholarships and $3,000 to NYS Dance Force to foster music education.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Annette H. Fitch as president and trustee, and Tracy L. Francisco as trustee.
The Lucille & Jack Yellen Foundation is led by Annette H. Fitch, President & Trustee on every filing since 2019; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
Annette H. Fitch
President & Trustee
On filings since 2019
0.5 hrs/week
$6K (2019) → $4K (2025)
Tracy L. Francisco
Trustee
On filings since 2019
0.5 hrs/week
$6K (2019) → $4K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $4K, to Annette H Fitch (President/Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about The Lucille & Jack Yellen Foundation
How much does The Lucille & Jack Yellen Foundation give each year?
The Lucille & Jack Yellen Foundation gave $60K across 13 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $54K across 13 grants.
What is The Lucille & Jack Yellen Foundation's typical grant size?
The Lucille & Jack Yellen Foundation's median grant in 2025 was $3,000, and its average grant was $4,615, across 13 grants on its 2025 IRS Form 990-PF.
Where does The Lucille & Jack Yellen Foundation give grants?
The Lucille & Jack Yellen Foundation gives mostly in New York: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were New York, NY (4 grants) and Buffalo, NY (4 grants).
Does The Lucille & Jack Yellen Foundation give general operating support?
Not in 2025: none of the 13 grants with a stated purpose on The Lucille & Jack Yellen Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (7 grants) and "Foster Music Education" (5 grants).
Who are The Lucille & Jack Yellen Foundation's largest grantees?
The Lucille & Jack Yellen Foundation's largest 2025 grantees include Julliard Scholarship Fund ($10,000), Fredonia College Foundation ($8,000) and University at Buffalo Foundation ($8,000), according to its 2025 IRS Form 990-PF. It also paid 1 individual scholarship ($8,000), which are not listed by name. Together they received 43% of its itemized 2025 grant dollars.
How large is The Lucille & Jack Yellen Foundation?
The Lucille & Jack Yellen Foundation reported $993K in total assets on its 2025 IRS Form 990-PF. It paid out $61K in qualifying distributions that year, against a required minimum of $65K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does The Lucille & Jack Yellen Foundation fund?
No mission statement for the foundation is provided. Its 2025 grants included scholarships and support for music education. Among its grantees, Buffalo String Works describes its mission as delivering music education to diverse youth to inspire personal and community transformation. See mission & focus areas ↑
How do I apply for a grant from The Lucille & Jack Yellen 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 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 2019–2025.
Does The Lucille & Jack Yellen 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 September 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 June 12, 2020)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 13, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
Explore Open Grants
Browse active grant opportunities in The Lucille & Jack Yellen Foundation's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
Buffalo Renaissance Foundation Inc
Buffalo, NY
To foster a better quality of life in buffalo and the western New York region.
Assets
$2.9M
Grants
7
Total Given
$75K
IBM International Foundation
Armonk, NY
The IBM International Foundation funds education and workforce programs that build 21st-century and technology job skills, including initiatives for underserved students and job seekers. Its 2024 grants ranged from $10,000 to $8.48 million, with a median of $100,000, and went to organizations across several U.S. states, especially Delaware and Massachusetts. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$357.7M
Grants
16
Total Given
$11.7M
The Frank G Raichle Foundation
Williamsville, NY
The Frank G Raichle Foundation’s 2025 grants supported New York charities working in areas such as education, health, food and nutrition, arts, broadcasting, and disability services. It awarded $1,000–$10,000 per grant, with a median of $5,000, and gives only to preselected organizations; it does not accept unsolicited requests.
Assets
$2.6M
Grants
19
Total Given
$118K
Louis Armstrong Educational Foundation Inc
Great Neck, NY
The foundation funds nonprofit organizations and programs that preserve and promote jazz, provide music education and performances, and highlight Louis Armstrong’s legacy, with recent grants concentrated in New York and Louisiana. In 2025, grants ranged from $2,000 to $210,000, with a median of $12,500. It states that it funds preselected organizations and does not accept unsolicited requests; some applicants may submit a letter of intent and apply only if invited.
Assets
$16.3M
Grants
31
Total Given
$1.1M
Zemsky Family Foundation
Buffalo, NY
The Zemsky Family Foundation funds a broad range of charitable work, with no stated limits on field, organization type, or geography; most 2024 grant dollars went to New York recipients. Its 2024 grants ranged from $300 to $240,000, with a median of $4,000. It has no application form or deadline; applicants must explain the grant’s purpose and verify tax-exempt status, and the profile does not say whether unsolicited requests are accepted.
Assets
$6.2M
Grants
32
Total Given
$861K
More similar funders
More Funders in New York
Cite this profile
Grantable. (2026). The Lucille & Jack Yellen Foundation funder profile. GrantGraph. Retrieved October 4, 2026, from https://grantable.co/funders/the-lucille-and-jack-yellen-foundation-morg_fd18527821794609b4c052b0bd5c0ef1
BibTeX
@misc{grantable_276925795_2026,
author = {{Grantable}},
title = {{The Lucille \& Jack Yellen Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-lucille-and-jack-yellen-foundation-morg_fd18527821794609b4c052b0bd5c0ef1},
note = {Accessed 2026-10-04. 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 The Lucille & Jack Yellen 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.
The Lucille & Jack Yellen Foundation down — hundreds of funders to go?