Nonprofit · EIN 36-3989836
ROBERT D AND PHYLLIS A JAFFEE FAMILY FOUNDATION
Tax-exempt · NEW YORK, NY 10003
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $100,772 | $510,832 | -$410,060 | $382,347 | $0 | $382,347 |
| September 30, 2024 | 990-PF | $54,660 | $79,686 | -$25,026 | $792,407 | $0 | $792,407 |
| September 30, 2023 | 990-PF | $9,759 | $73,151 | -$63,392 | $817,433 | $0 | $817,433 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $24,697
- Net gain from sales of assets
- $76,075
Expenses
- Grants and similar amounts paid
- $500,389
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $500,389
- Excise tax on investment income
- $1,257
Balance sheet and other
- Total assets, start of year
- $792,407
- Total assets, end of year
- $382,347
- Total liabilities, end of year
- $0
- Net assets, end of year
- $382,347
- Fair market value of assets
- $451,334
- Qualifying distributions
- $500,389
- Net investment income
- $100,772
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEE ANN JAFFEE 145 EAST 19TH STREET, NEW YORK, NY 10003 | PRESIDENT/DIRECTOR | 5 | $0 |
| PHYLLIS A JAFFEE c/o LEE ANN JAFFEE 145 EAST 19TH, STREET, NEW YORK, NY 10003 | TREASURER/DIRECTOR | 5 | $0 |
990-PF for the year ended September 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT D JAFFEE 1 COLTON LANE, WINNETKA, FL 33496 | PRESIDENT | 0 | $0 |
| ROBERT D JAFFEE 1 COLTON LANE, WINNETKA, FL 33496 | SECRETARY | 0 | $0 |
| ROBERT D JAFFEE 1 COLTON LANE, WINNETKA, FL 33496 | DIRECTOR | 0 | $0 |
| PHYLLIS A JAFFEE 1 COLTON LANE, WINNETKA, FL 33496 | VICE PRESIDENT | 0 | $0 |
| PHYLLIS A JAFFEE 1 COLTON LANE, WINNETKA, FL 33496 | TREASURER | 0 | $0 |
| PHYLLIS A JAFFEE 1 COLTON LANE, WINNETKA, FL 33496 | DIRECTOR | 0 | $0 |
| KEITH W JAFFEE 1 COLTON LANE, WINNETKA, FL 33496 | DIRECTOR | 0 | $0 |
| LEE ANN JAFFEE 1 COLTON LANE, WINNETKA, FL 33496 | DIRECTOR | 0 | $0 |
990-PF for the year ended September 30, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT D JAFFEE 1 COLTON LANE, WINNETKA, FL 33496 | PRESIDENT | 0 | $0 |
| ROBERT D JAFFEE 1 COLTON LANE, WINNETKA, FL 33496 | SECRETARY | 0 | $0 |
| ROBERT D JAFFEE 1 COLTON LANE, WINNETKA, FL 33496 | DIRECTOR | 0 | $0 |
| PHYLLIS A JAFFEE 1 COLTON LANE, WINNETKA, FL 33496 | VICE PRESIDENT | 0 | $0 |
| PHYLLIS A JAFFEE 1 COLTON LANE, WINNETKA, FL 33496 | TREASURER | 0 | $0 |
| PHYLLIS A JAFFEE 1 COLTON LANE, WINNETKA, FL 33496 | DIRECTOR | 0 | $0 |
| KEITH W JAFFEE 1 COLTON LANE, WINNETKA, FL 33496 | DIRECTOR | 0 | $0 |
| LEE ANN JAFFEE 1 COLTON LANE, WINNETKA, FL 33496 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 145 E 19TH ST, NEW YORK, NY 10003-2403
- In care of
- % LEE ANN JAFFEE
- Signed the 990-PF
- LEE ANN JAFFEE, PRESIDENT/DIRECTOR
- Phone
- (917) 626-2497
- Return prepared by
- LAWRENCE M GINSBERG CPA PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 36-3989836
- 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
- 1995
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70Z)
- Assets (IRS master file)
- $382,347
- Income (IRS master file)
- $553,828
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $100,772 | $510,832 | $382,347 | XML |
| 990-PF | September 2024 | $54,660 | $79,686 | $792,407 | XML |
| 990-PF | September 2023 | $9,759 | $73,151 | $817,433 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 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 36-3989836).
Questions about ROBERT D AND PHYLLIS A JAFFEE FAMILY FOUNDATION
- What is the EIN of ROBERT D AND PHYLLIS A JAFFEE FAMILY FOUNDATION?
- The employer identification number (EIN) of ROBERT D AND PHYLLIS A JAFFEE FAMILY FOUNDATION is 36-3989836.
- Is ROBERT D AND PHYLLIS A JAFFEE FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to ROBERT D AND PHYLLIS A JAFFEE FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT D AND PHYLLIS A JAFFEE FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT D AND PHYLLIS A JAFFEE FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROBERT D AND PHYLLIS A JAFFEE FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of ROBERT D AND PHYLLIS A JAFFEE FAMILY FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does ROBERT D AND PHYLLIS A JAFFEE FAMILY FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $100,772, expenses of $510,832 and total assets of $382,347 at year end.
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