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Nonprofit · EIN 13-3378881

SAMUEL J AND ETHEL LEFRAK CHARITABLE TRUST

Tax-exempt · WILMINGTON, DE 19801

Financials

$446K$705K2023$455K$513K2024
Revenue Expenses · by fiscal year end
Financials of SAMUEL J AND ETHEL LEFRAK CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$455,375$512,779-$57,404$4,772,515$0$4,772,515
December 31, 2023990-PF$446,441$705,110-$258,669$4,829,919$0$4,829,919
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$154,071
Net gain from sales of assets
$301,304

Expenses

Grants and similar amounts paid
$349,550
Compensation of officers, directors and key employees
$112,000
Disbursements for charitable purposes
$411,387
Excise tax on investment income
$4,920

Balance sheet and other

Total assets, start of year
$4,829,919
Total assets, end of year
$4,772,515
Total liabilities, end of year
$0
Net assets, end of year
$4,772,515
Fair market value of assets
$6,879,395
Qualifying distributions
$411,387
Net investment income
$455,375

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
FRANCINE LEFRAK
50 W 57TH STREET 7TH FLOOR, NEW YORK, NY 10019
TRUSTEE15$100,000
THE LEFRAK TRUST COMPANY
1105 N MARKET STREET SUITE 801, WILMINGTON, DE 19801
ADMINISTRATIVE TRUSTEE5$12,000
DENISE LEFRAK
820 PARK AVENUE, NEW YORK, NY 10021
TRUSTEE5$0
JACQUELINE LEFRAK
966 ARAPAHO TRAIL, FRANKLIN LAKES, NJ 07417
TRUSTEE5$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
FRANCINE LEFRAK
50 W 57TH STREET 7TH FLOOR, NEW YORK, NY 10019
TRUSTEE15$120,000
THE LEFRAK TRUST COMPANY
1105 N MARKET STREET SUITE 801, WILMINGTON, DE 19801
ADMINISTRATIVE TRUSTEE5$12,000
DENISE LEFRAK
820 PARK AVENUE, NEW YORK, NY 10021
TRUSTEE5$0
JACQUELINE LEFRAK
966 ARAPAHO TRAIL, FRANKLIN LAKES, NJ 07417
TRUSTEE5$0

Address and contacts

Address (IRS master file)
1105 N MARKET ST STE 801, WILMINGTON, DE 19801-1202
In care of
% LEFRAK TRUST CO
Signed the 990-PF
BRIAN MCCLEAN, TRUST OFFICER
Phone
(302) 656-2390
Return prepared by
BELFINT LYONS & SHUMAN PA

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
13-3378881
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
1987
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$4,772,515
Income (IRS master file)
$1,486,792

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$455,375$512,779$4,772,515XML
990-PFDecember 2023$446,441$705,110$4,829,919XML
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 13-3378881).

Questions about SAMUEL J AND ETHEL LEFRAK CHARITABLE TRUST

What is the EIN of SAMUEL J AND ETHEL LEFRAK CHARITABLE TRUST?
The employer identification number (EIN) of SAMUEL J AND ETHEL LEFRAK CHARITABLE TRUST is 13-3378881.
Is SAMUEL J AND ETHEL LEFRAK CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to SAMUEL J AND ETHEL LEFRAK CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SAMUEL J AND ETHEL LEFRAK CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of SAMUEL J AND ETHEL LEFRAK CHARITABLE TRUST due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SAMUEL J AND ETHEL LEFRAK CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of SAMUEL J AND ETHEL LEFRAK CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2024 lists 4 people; 2 received compensation from the organization, the highest $100,000 (FRANCINE LEFRAK, TRUSTEE).
How much revenue does SAMUEL J AND ETHEL LEFRAK CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $455,375, expenses of $512,779 and total assets of $4,772,515 at year end.

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