Nonprofit · EIN 27-6925795
LUCILLE AND JACK YELLEN FOUNDATION
Also known as DONALD J HOLZMAN TTEE
Tax-exempt · BUFFALO, NY 14204
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $128,993 | $99,208 | $29,785 | $993,053 | $0 | $993,053 |
| December 31, 2024 | 990-PF | $79,475 | $91,322 | -$11,847 | $963,268 | $0 | $963,268 |
| December 31, 2023 | 990-PF | $84,617 | $92,507 | -$7,890 | $975,115 | $0 | $975,115 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $37,478
- Interest
- $3,145
- Net gain from sales of assets
- $19,258
- Other income
- $69,112
Expenses
- Grants and similar amounts paid
- $60,000
- Compensation of officers, directors and key employees
- $8,060
- Disbursements for charitable purposes
- $60,625
- Excise tax on investment income
- $1,277
Balance sheet and other
- Total assets, start of year
- $963,268
- Total assets, end of year
- $993,053
- Total liabilities, end of year
- $0
- Net assets, end of year
- $993,053
- Fair market value of assets
- $1,426,707
- Qualifying distributions
- $60,625
- Net investment income
- $128,993
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANNETTE H FITCH 655 LEBRUN ROAD, BUFFALO, NY 14226 | PRESIDENT/TRUSTEE | 0.5 | $4,030 |
| TRACY L FRANCISCO 4142 HEATHER DRIVE, CLARENCE, NY 14221 | TRUSTEE | 0.5 | $4,030 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANNETTE H FITCH 655 LEBRUN ROAD, BUFFALO, NY 14226 | PRESIDENT/TRUSTEE | 0.5 | $3,713 |
| TRACY L FRANCISCO 4142 HEATHER DRIVE, CLARENCE, NY 14221 | TRUSTEE | 0.5 | $3,713 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANNETTE H FITCH 655 LEBRUN ROAD, BUFFALO, NY 14226 | PRESIDENT/TRUSTEE | 0.5 | $3,136 |
| TRACY L FRANCISCO 4142 HEATHER DRIVE, CLARENCE, NY 14221 | TRUSTEE | 0.5 | $3,136 |
Address and contacts
- Address (IRS master file)
- 220 BROADWAY ST, BUFFALO, NY 14204-1437
- Signed the 990-PF
- ANNETTE H FITCH, TRUSTEE
- Phone
- (716) 855-3333
- Return prepared by
- BROCK SCHECHTER & POLAKOFF LLP
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 27-6925795
- 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
- 2011
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $993,053
- Income (IRS master file)
- $244,794
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $128,993 | $99,208 | $993,053 | IRS |
| 990-PF | December 2024 | $79,475 | $91,322 | $963,268 | IRS |
| 990-PF | December 2023 | $84,617 | $92,507 | $975,115 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 27-6925795).
Questions about LUCILLE AND JACK YELLEN FOUNDATION
- What is the EIN of LUCILLE AND JACK YELLEN FOUNDATION?
- The employer identification number (EIN) of LUCILLE AND JACK YELLEN FOUNDATION is 27-6925795.
- Is LUCILLE AND JACK YELLEN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to LUCILLE AND JACK YELLEN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LUCILLE AND JACK YELLEN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LUCILLE AND JACK YELLEN FOUNDATION 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 LUCILLE AND JACK YELLEN FOUNDATION 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 LUCILLE AND JACK YELLEN FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $4,030 (ANNETTE H FITCH, PRESIDENT/TRUSTEE).
- How much revenue does LUCILLE AND JACK YELLEN FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $128,993, expenses of $99,208 and total assets of $993,053 at year end.
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