The Lucille & Jack Yellen Foundation

BUFFALO, NY EIN: 27-6925795

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

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.

Ready to take the next step with The Lucille & Jack Yellen Foundation?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

BuffaloCarlsbadCheektowagaFredoniaNew YorkSilver CreekSpringville

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$27K$53K$80K$107K201920202021202220232024
Metric202420232022
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

$0$15K$29K$44K$58K13 grants201913 grants202014 grants202113 grants202213 grants202313 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

JULLIARD SCHOLARSHIP FUND$10KASCAP FOUNDATION$6KBUFFALO STATE COLLEGE FO…$6KFREDONIA COLLEGE FOUNDAT…$6KUNIVERSITY AT BUFFALO FO…$6KMANHATTAN SCHOOL OF MUSIC$5KNYS DANCE FORCE$3KBUFFALO MUSIC HALL OF FAME$3KCOMMUNITY MUSIC SCHOOL O…$3KBUFFALO STRING WORKS$2K

Grant Size Distribution

66 grants across all recorded years

66<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

ANNETTE H FITCHPRESIDENT/TRUSTEE$4KTRACY L FRANCISCOTRUSTEE$4K

From 2024 filing

NameTitleHoursCompensation
ANNETTE H FITCHPRESIDENT/TRUSTEE0.5$3,713
TRACY L FRANCISCOTRUSTEE0.5$3,713

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

What could you do with The Lucille & Jack Yellen Foundation on Grantable?

  • Assess strategic fit with your organization
  • Draft a tailored letter of inquiry
  • Find open RFPs from this funder
  • Monitor for new funding opportunities