The Robin and Reuben Jeffery Family

PALM BEACH, FL EIN: 98-0362226

The Robin and Reuben Jeffery Family Foundation is a private foundation based in Palm Beach, Florida. Established in 2002, it operates as a 501(c)(3) organization with tax-exempt status granted in February 2002. The foundation functions as a grantmaking entity supporting various charitable causes.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$8.3M

+0.9% YoY

Annual Giving

$395K

-9.7% YoY

Grant Count

26

-7.1% YoY

Avg Grant Size

$15K

-2.7% YoY

Under IRS private-foundation payout rules, The Robin and Reuben Jeffery Family reported a distributable amount of $452K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation has not publicly provided a formal mission statement. However, based on grantmaking patterns, the foundation's primary funding focus areas include:

  • Education
  • Philanthropy, Voluntarism & Grantmaking
  • Human Services

Grantmaking

The foundation maintains an active grantmaking program with the following characteristics:

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Geographic Focus

Where this funder awards grants

The foundation's grantmaking focuses primarily on:

  • New York
  • District of Columbia
  • Virginia

Grant Distribution by State

10states
+2 more states

Cities

AlexandriaArlingtonAustinBridgeportChapel HillDallasDurhamGreat BarringtonNew HavenNew YorkPalm BeachPhiladelphiaQuogueSan FranciscoSan RafaelSimi ValleyStanfordWashingtonWest Palm BeachWesthampton Beach

Financial History

Multi-year comparison from IRS filings

Assets & Giving (as of December 2023):

  • Total assets: $8,245,306–$8,316,859
  • Total giving: $395,000
  • Total revenues: $140,020
  • Total expenses: $523,641
  • Number of employees: 0

Address: 242 Dunbar Road Palm Beach, FL 33480

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$4M$5M20202021202220232024
Metric202420232022
Total Assets$8,316,859$8,245,306$8,628,927
Revenue$522,941$140,020$-123,779
Expenses$451,388$523,641$498,902
Qualifying Distributions$401,452$470,224$465,259
Net Investment Income$455,125$51,911
Distributable Amount$452,302$420,716$443,618

Giving Over Time

Total grant dollars and number of grants per year

$0$113K$226K$340K$453K35 grants202033 grants202146 grants202228 grants202326 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

YALE UNIVERSITY$110KAMERICAN COUNCIL OF TRUS…$25KHOOVER INSTITUTION$25KTHE MARATHON INITIATIVE$25KTHE SOCIETY OF THE FOUR …$25KAIR FORCE AID SOCIETY$10KARMY EMERGENCY RELIEF$10KBUCKLEY INSTITUTE$10KEAST END HOSPICE$10KFINANCIAL SERVICES VOLUN…$10K

Grant Size Distribution

168 grants across all recorded years

163<$50K2$50–100K3$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Yale University ($110,000), American Council of Trustees and Alumni ($25,000), Hoover Institution ($25,000).

RecipientPurposeAmount
AIR FORCE AID SOCIETY ARLINGTON, VAEXEMPT PURPOSE OF ORGANIZATION$10,000
AMERICAN COUNCIL OF TRUSTEES AND ALUMNI WASHINGTON, DCEXEMPT PURPOSE OF ORGANIZATION$25,000
ARMY EMERGENCY RELIEF ARLINGTON, VAEXEMPT PURPOSE OF ORGANIZATION$10,000
BRIDGEHOUSE COMMUNITY BRIDGEPORT, CTEXEMPT PURPOSE OF ORGANIZATION$5,000
BUCKLEY INSTITUTE NEW HAVEN, CTEXEMPT PURPOSE OF ORGANIZATION$10,000
COUNCIL ON FOREIGN RELATIONS NEW YORK, NYEXEMPT PURPOSE OF ORGANIZATION$5,000
EAST END HOSPICE WESTHAMPTON BEACH, NYEXEMPT PURPOSE OF ORGANIZATION$10,000
FINANCIAL SERVICES VOLUNTEER CORP NEW YORK, NYEXEMPT PURPOSE OF ORGANIZATION$10,000
FRENCH-AMERICAN FOUNDATION NEW YORK, NYEXEMPT PURPOSE OF ORGANIZATION$10,000
GLYNDEBOURNE AMERICA NEW YORK, NYEXEMPT PURPOSE OF ORGANIZATION$5,000

Leadership & Key People

Leadership team and compensation from IRS filings

Reuben Jeffery III serves as trustee of the foundation. He is currently Chairman of Sumitomo Mitsui Banking Corporation Americas Holdings, Inc. and a non-executive director of PartnerRe Ltd. Previously, he served as Chief Executive Officer of Rockefeller & Co. From 2002-2009, he held various positions in the U.S. Government, including Senior Director on the Staff of the National Security Council, Chairman of the Commodities Futures Trading Commission, and Undersecretary of State for Economic, Energy and Agricultural Affairs. He spent 18 years at Goldman Sachs & Co. in New York, London, and Paris, and began his career as a lawyer at David Polk & Wardwell. He is a graduate of Yale College and holds a J.D./M.B.A. from Stanford.

Robin Jeffery is Reuben's wife. The couple has resided in Palm Beach since 2018.

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
REUBEN JEFFERY IIITRUSTEE0.5

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What does The Robin and Reuben Jeffery Family fund?

The foundation has not publicly provided a formal mission statement. However, based on grantmaking patterns, the foundation's primary funding focus areas include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services

How do I apply for a grant from The Robin and Reuben Jeffery Family?

The foundation maintains an active grantmaking program with the following characteristics: **Grant Activity:** • Made 29 grants in 2023 • Total giving of $395,000 (most recent fiscal year data) • Typical award range: $1,000–$110,000 **Recent Grantees (2023):** • Two East Sixty-Second Street Foundation ($100,000) • American Council of Trustees and Alumni (ACTA) ($30,000) • The Marathon Initiative ($25,000) • The George W Bush Foundation

Where does The Robin and Reuben Jeffery Family make grants?

The foundation's grantmaking focuses primarily on: • New York • District of Columbia • Virginia

What size grants does The Robin and Reuben Jeffery Family award?

In 2024, The Robin and Reuben Jeffery Family awarded 26 grants totaling $395K — an average of about $15K per grant, based on its IRS Form 990 filings.

How much is The Robin and Reuben Jeffery Family required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Robin and Reuben Jeffery Family reported a distributable amount of $452K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Robin and Reuben Jeffery Family's EIN?

The Robin and Reuben Jeffery Family's EIN (Employer Identification Number) is 98-0362226. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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