JOSEPH & VICKY SAFRA FOUNDATION INC

Cite this

Plain text JOSEPH & VICKY SAFRA FOUNDATION INC. furp.org, nonprofit organization profile, tax years 2020–2025. https://furp.org/org/joseph-and-vicky-safra-foundation-inc-061640434. Retrieved 2026-11-02.

APA furp.org. (n.d.). JOSEPH & VICKY SAFRA FOUNDATION INC [Nonprofit organization profile; tax years 2020–2025]. Retrieved November 2, 2026, from https://furp.org/org/joseph-and-vicky-safra-foundation-inc-061640434

MLA “JOSEPH & VICKY SAFRA FOUNDATION INC.” furp.org, tax years 2020–2025, https://furp.org/org/joseph-and-vicky-safra-foundation-inc-061640434. Accessed 2 Nov. 2026.

Retrieved 2026-11-02; covers tax years 2020–2025. Data: furp.org, CC BY 4.0.

2025 · Form 990PF · revenue $12.2M · expenses $11.7M · assets $30.0M

EIN
06-1640434
Address
546 5TH AVENUE 2ND FLOOR, NEW YORK, NY 10036-5000
NTEE code
T20
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
September 2002 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 5 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

5 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Jacob Safra DIRECTOR, PART TIME2020-2025 0 $0 reported 1
Carlos Bertaco DIRECTOR, PART TIME2020-2025 0 $0 reported 1
David Safra DIRECTOR, PART TIME2021-2025 0 $0 reported 1
Vicky Safra DIRECTOR, PART TIME2021-2025 0 $0 reported 1
Steven Montague (former) DIRECTOR, PART TIME2020-2023 0 $0 reported 1

People by year

2025 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JACOB SAFRA DIRECTOR, PART TIME0 $0-$0 $01
CARLOS BERTACO DIRECTOR, PART TIME0 $0-$0 $01
DAVID SAFRA DIRECTOR, PART TIME0 $0-$0 $01
VICKY SAFRA DIRECTOR, PART TIME0 $0-$0 $01
2024 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JACOB SAFRA DIRECTOR, PART TIME0 $0-$0 $01
CARLOS BERTACO DIRECTOR, PART TIME0 $0-$0 $01
DAVID SAFRA DIRECTOR, PART TIME0 $0-$0 $01
VICKY SAFRA DIRECTOR, PART TIME0 $0-$0 $01
2023 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JACOB SAFRA DIRECTOR, PART TIME0 $0-$0 $01
CARLOS BERTACO DIRECTOR, PART TIME0 $0-$0 $01
STEVEN MONTAGUE DIRECTOR, PART TIME0 $0-$0 $01
VICKY SAFRA DIRECTOR, PART TIME0 $0-$0 $01
DAVID SAFRA DIRECTOR, PART TIME0 $0-$0 $01
2022 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JACOB SAFRA DIRECTOR, PART TIME0 $0-$0 $01
CARLOS BERTACO DIRECTOR, PART TIME0 $0-$0 $01
STEVEN MONTAGUE DIRECTOR, PART TIME0 $0-$0 $01
VICKY SAFRA DIRECTOR, PART TIME0 $0-$0 $01
DAVID SAFRA DIRECTOR, PART TIME0 $0-$0 $01
2021 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JACOB SAFRA DIRECTOR, PART TIME0 $0-$0 $01
CARLOS BERTACO DIRECTOR, PART TIME0 $0-$0 $01
STEVEN MONTAGUE DIRECTOR, PART TIME0 $0-$0 $01
VICKY SAFRA DIRECTOR, PART TIME0 $0-$0 $01
DAVID SAFRA DIRECTOR, PART TIME0 $0-$0 $01
2020 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JACOB SAFRA DIRECTOR, PART TIME0 $0-$0 $01
CARLOS BERTACO DIRECTOR, PART TIME0 $0-$0 $01
STEVEN MONTAGUE DIRECTOR, PART TIME0 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 0 grants to organizations · $0 · 1 summary line · $11.7M

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2024 · 0 grants to organizations · $0 · 1 summary line · $9.0M

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2023 · 0 grants to organizations · $0 · 1 summary line · $11.6M

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2022 · 0 grants to organizations · $0 · 1 summary line · $7.2M

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2021 · 0 grants to organizations · $0 · 1 summary line · $6.3M

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2020 · 0 grants to organizations · $0 · 1 summary line · $6.0M

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2021 · 1 contributor · $13.0M
#ContributorTypeCity, stateTotalNoncashSource
1 SAFRA NATIONAL BANK OF NEW YORK Person NEW YORK, NY $13,000,000- Form 990PF Sch. B, 2021 · filing
2020 · 1 contributor · $5.0M
#ContributorTypeCity, stateTotalNoncashSource
1 SAFRA NATIONAL BANK OF NEW YORK Person NEW YORK, NY $5,000,000- Form 990PF Sch. B, 2020 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$12,154,099$11,729,484 $29,979,440$18,182,204 $11,000,000- $0--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$15,154,800$8,973,805 $28,533,101$28,539,379 $14,000,000- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$9,981,761$11,634,089 $22,362,120$22,359,213 $9,500,000- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$922,984$7,192,014 $23,713,197$23,696,004 $0- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$13,531,688$6,300,214 $30,099,705$30,082,495 $13,000,000- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$3,680,128$6,016,799 $22,710,403$22,704,833 $5,000,000- $0--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
HOLLYHOCK FOUNDATION INCNYT20 $10,236,906$37,846,610 EXECUTIVE DIRECTOR$684,464 Same NTEE code T20, revenue within 2x, same state
ANDROCLES FOUNDATION INCNYT20 $8,066,891$9,950,547 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
ANGELA & SCOTT JAGGAR FOUNDATION INCNYT20 $10,000,322$144,483 SECRETARY$0 Same NTEE code T20, revenue within 2x, same state
M&D BAWABEH FOUNDATION INCNYT20 $19,206,314$2,209,151 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
BERGER FAMILY FOUNDATION INCNYT20 $12,231,647$1,596,908 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
THREE CAIRNS FOUNDATION INCNYT20 $12,808,732$3,163,268 DIRECTOR PRESIDENT/SECRETARY$0 Same NTEE code T20, revenue within 2x, same state
SCOTT FOUNDATIONNYT20 $19,056,395$1,040,255 Trustee - less than 1 hr$0 Same NTEE code T20, revenue within 2x, same state
KAT CHARITABLE FOUNDATION INCNYT20 $17,837,922$666,958 DIRECTOR, PRESIDENT & TREASURER$0 Same NTEE code T20, revenue within 2x, same state
HUTCHINS FAMILY FOUNDATION INCNYT20 $20,951,643$10,037,019 CHAIRMAN/TREASURER$0 Same NTEE code T20, revenue within 2x, same state
FAITH SOMMERFIELD FAMILY FOUNDATION INCNYT20 $9,977,090$3,006,928 EXECUTIVE DIRECTOR$213,770 Same NTEE code T20, revenue within 2x, same state
LUM FOUNDATIONNYT20 $13,300,783$2,174,922 PRESIDENT/DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
OVERLOOK INTERNATIONAL FOUNDATION INCNYT20 $10,392,731$6,881,991 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
TENT FOUNDATIONNYT20 $10,077,300$8,472,155 Exective Director$532,040 Same NTEE code T20, revenue within 2x, same state
KRISHANAMURTHY TANDON FOUNDATION INCNYT20 $9,086,107$2,223,381 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
ARONOW FOUNDATIONNYT20 $14,169,899$6,094,157 DIRECTOR ; PRESIDENT & TREASURER$0 Same NTEE code T20, revenue within 2x, same state
REVLIS FOUNDATIONNYT20 $10,400,525$2,101,634 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
FONDATION GOLDIKOVA INCNYT20 $13,129,555$3,873,457 DIR., CHIEF PROG. OFFICER & TREASURER$0 Same NTEE code T20, revenue within 2x, same state
SWIECA FAMILY FOUNDATIONNYT20 $9,501,984$4,848,546 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
ROBERT AND KATE NIEHAUS FOUNDATION INCNYT20 $9,394,809$6,743,092 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
SUNDHEIM FAMILY FOUNDATIONNYT20 $19,119,661$7,902,428 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
HAPPY ELEPHANT FOUNDATIONNYT20 $11,012,402$3,959,287 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
RACHAEL RAY FOUNDATIONNYT20 $13,895,124$15,030,351 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
ALTMAN-KAZICKAS FOUNDATIONNYT20 $21,852,331$13,407,848 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
QUAD FAMILY FOUNDATIONNYT20 $9,358,879$4,874,485 CO-PRESIDENT, DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
THE CARROLL AND MILTON PETRIE FOUNDATION INCNYT20 $8,899,190$9,575,349 EXECUTIVE DIRECTOR$364,486 Same NTEE code T20, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
ROBERTSON FOUNDATION Private foundation$45,849,8536 12018–2024 THE ROBERTSON SCHOLARS LEADERSHIP PROGRAM
JKW FOUNDATION TR UA 092597 Private foundation$34,994,3722 22025–2025 DISTRACTED GLOBE FOUNDATION; KAT CHARITABLE FOUNDATION INC
JEWISH COMMUNAL FUND DAF sponsor$22,426,61716 12009–2024 JEWISH FUNDERS NETWORK
OPEN SOCIETY INSTITUTE Private foundation$19,300,0004 12021–2024 MEDIA DEVELOPMENT INVESTMENT FUND INC
MAYBERG FAMILY CHARITABLE FOUNDATION Private foundation$11,112,8854 22015–2019 MAYBERG FOUNDATION INC; JEWISH FUNDERS NETWORK
DORIS & DONALD FISHER FOUNDATION Private foundation$10,000,0002 12020–2021 SAKANA FOUNDATION
E&SS FOUNDATION INC Private foundation$7,828,7291 12022–2022 TIGER GLOBAL PHILANTHROPIC VENTURES INC
JOHN D & CATHERINE T MACARTHUR FOUNDATION Private foundation$4,000,0003 12022–2024 MEDIA DEVELOPMENT INVESTMENT FUND INC
CHOBANI FOUNDATION INC Private foundation$3,990,0314 12016–2020 TENT FOUNDATION
THE HARRY & JEANETTE WEINBERG FOUNDATION INC Private foundation$3,613,10844 22011–2024 JEWISH FUNDERS NETWORK; UNBOUND PHILANTHROPY
SHIMON BEN JOSEPH FOUNDATION Private foundation$3,569,25032 12014–2024 JEWISH FUNDERS NETWORK
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$3,521,71117 22016–2024 NORTHERN WESTCHESTER HOSPITAL CENTER FOUNDATION INC; JEWISH FUNDERS NETWORK
The David Herro Charitable Foundation Private foundation$3,495,5172 12021–2021 HF FOUNDATION INC
JEWISH COMMUNITY FEDERATION OF S F MARIN PENINSULA & SONOMA COUNTIES DAF sponsor$3,435,47916 12009–2024 JEWISH FUNDERS NETWORK
FOUNDATION TO PROMOTE OPEN SOCIETY Private foundation$3,406,0255 12020–2024 MEDIA DEVELOPMENT INVESTMENT FUND INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990PF · $11,729,484 spent · pay $0 · grants $11,705,848 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $11,705,848 99.8%
Other expenses $23,636 0.2%
Total$11,729,484100%

View the filing

2024 · Form 990PF · $8,973,805 spent · pay $0 · grants $8,953,986 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $8,953,986 99.8%
Other expenses $19,819 0.2%
Total$8,973,805100%

View the filing

2023 · Form 990PF · $11,634,089 spent · pay $0 · grants $11,598,072 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $11,598,072 99.7%
Other expenses $36,017 0.3%
Total$11,634,089100%

View the filing

2022 · Form 990PF · $7,192,014 spent · pay $0 · grants $7,167,988 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $7,167,988 99.7%
Other expenses $24,026 0.3%
Total$7,192,014100%

View the filing

2021 · Form 990PF · $6,300,214 spent · pay $0 · grants $6,273,004 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $6,273,004 99.6%
Other expenses $27,210 0.4%
Total$6,300,214100%

View the filing

2020 · Form 990PF · $6,016,799 spent · pay $0 · grants $5,996,696 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $5,996,696 99.7%
Other expenses $20,103 0.3%
Total$6,016,799100%

View the filing

State business registration

The same business name in the same state, from the state’s official registry data.

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.