Caroline Lott Jessen Foundation

CONSHOHOCKEN, PA EIN: 20-2056562

Caroline Lott Jessen Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CONSHOHOCKEN, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 1 grants totaling $120K. Net investment income was $44K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.3M

+151.0% YoY

Annual Giving

$120K

-49.9% YoY

Grant Count

-50.0% YoY

Avg Grant Size

$120K

+0.2% YoY

Under IRS private-foundation payout rules, Caroline Lott Jessen Foundation reported a distributable amount of $39K for 2024 — the minimum it must pay out in qualifying distributions.

About Caroline Lott Jessen Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Arizona $978K (98%)

District of Columbia $21K (2%)

New York $2K (0%)

States

Arizona District of Columbia New York

Cities

New YorkPhoenixScottsdaleTucsonWashingtonYuma

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,284,196	$511,643	$733,220
Revenue	$898,212	$21,614	$5,022
Expenses	$125,721	$243,072	$207,246
Qualifying Distributions	$119,587	$238,705	$200,248
Net Investment Income	$43,820	$21,614	$6,723
Distributable Amount	$38,749	$29,185	$41,856

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

28 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Crane School District ($119,587).

Recipient	Purpose	Amount
CRANE SCHOOL DISTRICT YUMA, AZ	EDUCATIONAL	$119,587

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
CAROLINE LOTT JESSEN	PRESIDENT	4	—
JON JESSEN	VICE PRESIDENT	2	—
DIRK JESSEN	SECRETARY	1	—
DR GOWAN JESSEN DECKEY	TREASURER	1	—
MARK C JESSEN	ASST SECRETARY	1	—
JULI JESSEN	ASST TREASURER	1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Caroline Lott Jessen Foundation?

Caroline Lott Jessen Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CONSHOHOCKEN, PA. It holds $1.3M in total assets as of 2024.

How large is Caroline Lott Jessen Foundation?

As of 2024, Caroline Lott Jessen Foundation holds $1.3M in total assets with $898K in annual revenue. It awarded 1 grants totaling $120K in 2024.

Where does Caroline Lott Jessen Foundation operate?

Caroline Lott Jessen Foundation has awarded grants in Arizona, District of Columbia, New York.

What size grants does Caroline Lott Jessen Foundation award?

In 2024, Caroline Lott Jessen Foundation awarded 1 grants totaling $120K — an average of about $120K per grant, based on its IRS Form 990 filings.

How much is Caroline Lott Jessen Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Caroline Lott Jessen Foundation reported a distributable amount of $39K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Caroline Lott Jessen Foundation's EIN?

Caroline Lott Jessen Foundation's EIN (Employer Identification Number) is 20-2056562. IRS Form 990 filing data is available on this page for 2020–2024.