Nonprofit · EIN 98-0362226
THE ROBIN AND REUBEN JEFFREY FAMILY FOUNDATION
Tax-exempt · PALM BEACH, FL 33480
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $522,941 | $451,388 | $71,553 | $8,316,859 | $0 | $8,316,859 |
| December 31, 2023 | 990-PF | $140,020 | $523,641 | -$383,621 | $8,245,306 | $0 | $8,245,306 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $368,390
- Interest
- $457
- Net gain from sales of assets
- $383,789
- Other income
- -$229,695
Expenses
- Grants and similar amounts paid
- $395,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $401,452
- Excise tax on investment income
- $6,326
Balance sheet and other
- Total assets, start of year
- $8,245,306
- Total assets, end of year
- $8,316,859
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,316,859
- Fair market value of assets
- $10,062,982
- Qualifying distributions
- $401,452
- Net investment income
- $467,464
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REUBEN JEFFERY III 242 DUNBAR ROAD, PALM BEACH, FL 33480 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REUBEN JEFFERY III 242 DUNBAR ROAD, PALM BEACH, FL 33480 | TRUSTEE | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 242 DUNBAR RD, PALM BEACH, FL 33480-3715
- Signed the 990-PF
- REUBEN JEFFERY III, TRUSTEE
- Phone
- (561) 446-4064
- Return prepared by
- RSM US 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 | Not 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
- 98-0362226
- 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
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $8,316,859
- Income (IRS master file)
- $731,697
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $522,941 | $451,388 | $8,316,859 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $140,020 | $523,641 | $8,245,306 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | 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 98-0362226).
Questions about THE ROBIN AND REUBEN JEFFREY FAMILY FOUNDATION
- What is the EIN of THE ROBIN AND REUBEN JEFFREY FAMILY FOUNDATION?
- The employer identification number (EIN) of THE ROBIN AND REUBEN JEFFREY FAMILY FOUNDATION is 98-0362226.
- Is THE ROBIN AND REUBEN JEFFREY FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to THE ROBIN AND REUBEN JEFFREY FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE ROBIN AND REUBEN JEFFREY FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE ROBIN AND REUBEN JEFFREY FAMILY FOUNDATION 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 THE ROBIN AND REUBEN JEFFREY FAMILY FOUNDATION 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 THE ROBIN AND REUBEN JEFFREY FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does THE ROBIN AND REUBEN JEFFREY FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $522,941, expenses of $451,388 and total assets of $8,316,859 at year end.
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