Nonprofit · EIN 20-8411971
LYDIA & ROB PETTY FAMILY FOUNDATION
Tax-exempt · NEW YORK, NY 10016
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $129,395 | $153,101 | -$23,706 | $140,203 | $0 | $140,203 |
| November 30, 2024 | 990-PF | $294,361 | $298,831 | -$4,470 | $163,909 | $0 | $163,909 |
| November 30, 2023 | 990-PF | $117,052 | $124,249 | -$7,197 | $168,379 | $0 | $168,379 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Contributions, gifts and grants
- $130,000
- Interest
- $498
- Net gain from sales of assets
- -$1,103
Expenses
- Grants and similar amounts paid
- $146,650
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $148,925
Balance sheet and other
- Total assets, start of year
- $163,909
- Total assets, end of year
- $140,203
- Total liabilities, end of year
- $0
- Net assets, end of year
- $140,203
- Fair market value of assets
- $103,567
- Qualifying distributions
- $148,925
- Net investment income
- $498
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT PETTY B STRAUSS ASSOC LTD 307 5TH AVE, NEW YORK, NY 100166517 | TRUSTEE | 1 | $0 |
| LYDIA PETTY B STRAUSS ASSOC LTD 307 5TH AVE, NEW YORK, NY 100166517 | TRUSTEE | 1 | $0 |
990-PF for the year ended November 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT PETTY B STRAUSS ASSOC LTD 307 5TH AVE, NEW YORK, NY 100166517 | TRUSTEE | 1 | $0 |
| LYDIA PETTY B STRAUSS ASSOC LTD 307 5TH AVE, NEW YORK, NY 100166517 | TRUSTEE | 1 | $0 |
990-PF for the year ended November 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT PETTY B STRAUSS ASSOC LTD 307 5TH AVE, NEW YORK, NY 100166517 | TRUSTEE | 1 | $0 |
| LYDIA PETTY B STRAUSS ASSOC LTD 307 5TH AVE, NEW YORK, NY 100166517 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- STRAUSS ASSOC LTD 307 5TH AVE FL 8, NEW YORK, NY 10016-0000
- In care of
- % B STRAUSS ASSOC LTD
- Signed the 990-PF
- ROBERT PETTY, TRUSTEE
- Phone
- (212) 779-4700
- Return prepared by
- BARRY M STRAUSS ASSOC LTD
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-8411971
- 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
- 2009
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $140,203
- Income (IRS master file)
- $130,498
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $129,395 | $153,101 | $140,203 | XML |
| 990-T | November 2025 | – | – | – | IRS |
| 990-PF | November 2024 | $294,361 | $298,831 | $163,909 | XML |
| 990-T | November 2024 | – | – | – | IRS |
| 990-PF | November 2023 | $117,052 | $124,249 | $168,379 | XML |
| 990-T | November 2023 | – | – | – | IRS |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-T | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-T | November 2021 | – | – | – | IRS |
| 990-PF | November 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 20-8411971).
Questions about LYDIA & ROB PETTY FAMILY FOUNDATION
- What is the EIN of LYDIA & ROB PETTY FAMILY FOUNDATION?
- The employer identification number (EIN) of LYDIA & ROB PETTY FAMILY FOUNDATION is 20-8411971.
- Is LYDIA & ROB PETTY FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to LYDIA & ROB PETTY FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LYDIA & ROB PETTY FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LYDIA & ROB PETTY FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LYDIA & ROB PETTY FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of LYDIA & ROB PETTY FAMILY FOUNDATION?
- The 990-PF for the year ended November 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does LYDIA & ROB PETTY FAMILY FOUNDATION have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $129,395, expenses of $153,101 and total assets of $140,203 at year end.
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