Clara L D Jeffery Charitable Tr
Clara L D Jeffery Charitable Tr is a private foundation focused on Education, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $14.1M in total assets. In 2025, it awarded 1 grant totaling $700K. Net investment income was $5.9M.
Clara L D Jeffery Charitable Tr at a glance
In short: Clara L D Jeffery Charitable Tr gave $700K across 1 grant in 2025 (avg $700K), mostly in Rhode Island. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $700,000
- -1.3% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $700,000
- -1.3% vs 2024
- Median grant
- $700,000
- Total assets
- $14,102,360
- +55.0% vs 2024
- Primary geography
- Rhode Island (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Clara L D Jeffery Charitable Tr funds
How this funder distributes its grants
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $500K–1M range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Clara L D Jeffery Charitable Tr gives
- Giving held roughly steady from 2022 to 2025 (+17%). Method
- In 2025 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $453K (2019) to $709K (2024). In 2025 it made 1 grant totaling $700K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| See Attached Statement Providence, RI | Unrestricted General | $700,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $14,102,360 | $5,957,222 | $948,031 | $700,000 | 1 | $749,036 | $5,870,603 | $758,086 |
| 2024 | $9,096,435 | $451,413 | $822,184 | $709,000 | 1 | $750,150 | $377,951 | $784,031 |
| 2023 | $9,463,279 | $1,023,162 | $712,809 | $600,000 | 1 | $637,171 | $957,959 | $685,540 |
| 2022 | $9,162,711 | $1,238,523 | $746,290 | $600,000 | 1 | $635,592 | $1,167,537 | $700,143 |
| 2021 | $8,683,941 | $3,668,982 | $748,333 | $600,000 | 1 | $676,974 | $3,611,941 | $751,467 |
| 2020 | $5,764,723 | $730,698 | $611,377 | $524,220 | 1 | — | $689,680 | $620,211 |
| 2019 | $5,648,014 | $623,720 | $533,078 | $452,500 | 1 | — | $567,722 | $517,842 |
Under IRS private-foundation payout rules, Clara L D Jeffery Charitable Tr reported a distributable amount of $758K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Clara L D Jeffery Charitable Tr's 2025 filing lists 5 officers; 4 of 5 officers listed in 2025 are compensated.
Officers on the 2025 filing
Bank Of America NA
Co-Trustee
On filings since 2019
1 hr/week
$37K (2019) → $70K (2025)
Jeffrey Burke
Co-Trustee
On filings since 2019
1 hr/week
$2K (2019) → $12K (2025)
Mary B. Partridge
Co-Trustee
On filings since 2019
1 hr/week
$3K (2019) → $0 (2025)
Samuel B. Partridge
Co-Trustee
On filings since 2020
1 hr/week
$2K (2020) → $12K (2025)
Lisa Whitescarver
Co-Trustee
On filings since 2021
1 hr/week
$22K (2021) → $28K (2025)
Former officers (2)
- Former: Coleman P. Burke (2019–2020) — Co-Trustee
- Former: Daniel Burke II (2019) — Co-Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $70K, to Bank of America NA (Co-Trustee). 4 officers or directors reported compensation on that filing.
Frequently asked questions about Clara L D Jeffery Charitable Tr
How much does Clara L D Jeffery Charitable Tr give each year?
Clara L D Jeffery Charitable Tr gave $700K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $709K across 1 grant.
How large is Clara L D Jeffery Charitable Tr?
Clara L D Jeffery Charitable Tr reported $14.1M in total assets on its 2025 IRS Form 990-PF. It paid out $749K in qualifying distributions that year, against a required minimum of $758K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Clara L D Jeffery Charitable Tr?
Clara L D Jeffery Charitable Tr is a private foundation focused on Education, based in Dallas, TX. It holds $14.1M in total assets as of 2025.
Where does Clara L D Jeffery Charitable Tr operate?
Clara L D Jeffery Charitable Tr has awarded grants in Rhode Island.
What is Clara L D Jeffery Charitable Tr's EIN?
Clara L D Jeffery Charitable Tr's EIN (Employer Identification Number) is 22-6138410. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 21, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
- IRS filings on file for fiscal years 2020–2024
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