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Nonprofit · EIN 06-1640434

JOSEPH & VICKY SAFRA FOUNDATION INC

Tax-exempt · NEW YORK, NY 10036

Financials

$10M$11.6M2023$15.2M$9M2024$12.2M$11.7M2025
Revenue Expenses · by fiscal year end
Financials of JOSEPH & VICKY SAFRA FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$12,154,099$11,729,484$424,615$29,979,440$11,797,236$18,182,204
December 31, 2024990-PF$15,154,800$8,973,805$6,180,995$28,533,101-$6,278$28,539,379
December 31, 2023990-PF$9,981,761$11,634,089-$1,652,328$22,362,120$2,907$22,359,213
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$11,000,000
Interest
$1,154,099

Expenses

Grants and similar amounts paid
$11,705,848
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$11,705,848
Excise tax on investment income
$16,042

Balance sheet and other

Total assets, start of year
$28,533,101
Total assets, end of year
$29,979,440
Total liabilities, end of year
$11,797,236
Net assets, end of year
$18,182,204
Fair market value of assets
$29,979,440
Qualifying distributions
$11,705,848
Net investment income
$1,154,099

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JACOB SAFRA
546 5TH AVENUE 2ND FLOOR, NEW YORK, NY 10036
DIRECTOR, PART TIME0$0
CARLOS BERTACO
546 5TH AVENUE 2ND FLOOR, NEW YORK, NY 10036
DIRECTOR, PART TIME0$0
DAVID SAFRA
546 5TH AVENUE 2ND FLOOR, NEW YORK, NY 10036
DIRECTOR, PART TIME0$0
VICKY SAFRA
546 5TH AVENUE 2ND FLOOR, NEW YORK, NY 10036
DIRECTOR, PART TIME0$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
JACOB SAFRA
546 5TH AVENUE 2ND FLOOR, NEW YORK, NY 10036
DIRECTOR, PART TIME0$0
CARLOS BERTACO
546 5TH AVENUE 2ND FLOOR, NEW YORK, NY 10036
DIRECTOR, PART TIME0$0
DAVID SAFRA
546 5TH AVENUE 2ND FLOOR, NEW YORK, NY 10036
DIRECTOR, PART TIME0$0
VICKY SAFRA
546 5TH AVENUE 2ND FLOOR, NEW YORK, NY 10036
DIRECTOR, PART TIME0$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
JACOB SAFRA
546 5TH AVENUE 2ND FLOOR, NEW YORK, NY 10036
DIRECTOR, PART TIME0$0
CARLOS BERTACO
546 5TH AVENUE 2ND FLOOR, NEW YORK, NY 10036
DIRECTOR, PART TIME0$0
STEVEN MONTAGUE
546 5TH AVENUE 2ND FLOOR, NEW YORK, NY 10036
DIRECTOR, PART TIME0$0
VICKY SAFRA
546 5TH AVENUE 2ND FLOOR, NEW YORK, NY 10036
DIRECTOR, PART TIME0$0
DAVID SAFRA
546 5TH AVENUE 2ND FLOOR, NEW YORK, NY 10036
DIRECTOR, PART TIME0$0

Address and contacts

Address (IRS master file)
546 5TH AVENUE 2ND FLOOR, NEW YORK, NY 10036-5000
In care of
% CARLOS BERTACO
Signed the 990-PF
CARLOS BERTACO, DIRECTOR
Phone
(212) 704-5596

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
06-1640434
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2002
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$29,979,440
Income (IRS master file)
$12,154,099

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$12,154,099$11,729,484$29,979,440XML
990-PFDecember 2024$15,154,800$8,973,805$28,533,101XML
990-PFDecember 2023$9,981,761$11,634,089$22,362,120XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-1640434).

Questions about JOSEPH & VICKY SAFRA FOUNDATION INC

What is the EIN of JOSEPH & VICKY SAFRA FOUNDATION INC?
The employer identification number (EIN) of JOSEPH & VICKY SAFRA FOUNDATION INC is 06-1640434.
Is JOSEPH & VICKY SAFRA FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
Are donations to JOSEPH & VICKY SAFRA FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOSEPH & VICKY SAFRA FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of JOSEPH & VICKY SAFRA FOUNDATION INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JOSEPH & VICKY SAFRA FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of JOSEPH & VICKY SAFRA FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does JOSEPH & VICKY SAFRA FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $12,154,099, expenses of $11,729,484 and total assets of $29,979,440 at year end.

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