The Robert a & Elizabeth R is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GREENWICH, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $8.2M in total assets. In 2024, it awarded 14 grants totaling $495K. Net investment income was $337K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$8.2M
-3.2% YoY
Annual Giving
$495K
+74.8% YoY
Grant Count
14
+16.7% YoY
Avg Grant Size
$35K
+49.8% YoY
Under IRS private-foundation payout rules, The Robert a & Elizabeth R reported a distributable amount of $466K for 2024 — the minimum it must pay out in qualifying distributions.
About The Robert a & Elizabeth R
Based on IRS filings
The Robert a & Elizabeth R is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GREENWICH, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $8.2M in total assets. In 2024, it awarded 14 grants totaling $495K. Net investment income was $337K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $8,166,060 | $8,437,913 | $8,563,187 |
| Revenue | $384,134 | $319,211 | $241,433 |
| Expenses | $668,511 | $438,396 | $882,267 |
| Qualifying Distributions | $621,527 | $396,883 | $830,254 |
| Net Investment Income | $337,150 | $277,698 | $242,929 |
| Distributable Amount | $465,889 | $429,522 | $472,117 |
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
64 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The Museum of the City of New York ($150,000), Sylvester Manor Edu Farm ($100,000), Xavier High School ($75,000).
| Recipient | Purpose | Amount |
|---|---|---|
| THE MUSEUM OF THE CITY OF NEW YORK MANHATTAN, NY | SUPPORT OF VARIOUS ORGANIZATIONAL ENDEAVORS | $150,000 |
| THE NY PRESERVATION ARCHIVE PROJECT NEW YORK, NY | SUPPORT OF HISTORIC PRESERVATION PROGRAMS | $12,000 |
| Woods Hole Oceanographic Institutio Falmouth, MA | Support ocean research, exploration, and education and climate change. | $25,000 |
| The UNIVERSITY CLUB NEW YORK, NY | SUPPORT OF HISTORIC PRESERVATION PROGRAMS | $5,000 |
| CENTRAL PARK CONSERVANCY INC NEW YORK, NY | SUPPORT OF HISTORIC PRESERVATION PROGRAMS | $1,000 |
| Other Grantsgifts and contributions New York, NY | SUPPORT OF EDUCATIONAL ENDEAVORS | $250 |
| THE INCAE FOUNDATION BETHESDA, MD | SUPPORT OF EDUCATIONAL ENDEAVORS | $50,000 |
| XAVIER HIGH SCHOOL NEW YORK, NY | SUPPORT OF EDUCATIONAL ENDEAVORS. TO PROVIDE ACADEMIC AND NEED-BASED FINANCIAL AID TO DESERVING STUDENTS | $75,000 |
| The Lotos Foundation Inc New York, NY | SUPPORT OF HISTORIC PRESERVATION PROGRAMS | $1,000 |
| St Michael Church Greenwich, CT | To support the parents of the Parish in helping their children grow in their life of the Parish and to take seriously the study of Scripture and sound Catholic doctrine. | $50,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MR ROBERT A JEFFE | Trustee | 1 | — |
| ELIZABETH R JEFFE | Trustee | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Robert a & Elizabeth R?
The Robert a & Elizabeth R is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GREENWICH, CT. It holds $8.2M in total assets as of 2024.
How large is The Robert a & Elizabeth R?
As of 2024, The Robert a & Elizabeth R holds $8.2M in total assets with $384K in annual revenue. It awarded 14 grants totaling $495K in 2024.
Where does The Robert a & Elizabeth R operate?
The Robert a & Elizabeth R has awarded grants in California, Connecticut, Massachusetts, Maryland, Minnesota, New Hampshire, New York, South Dakota, Texas.
What size grants does The Robert a & Elizabeth R award?
In 2024, The Robert a & Elizabeth R awarded 14 grants totaling $495K — an average of about $35K per grant, based on its IRS Form 990 filings.
How much is The Robert a & Elizabeth R required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Robert a & Elizabeth R reported a distributable amount of $466K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Robert a & Elizabeth R's EIN?
The Robert a & Elizabeth R's EIN (Employer Identification Number) is 06-6455294. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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