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 2020 through 2024. As of 2024, the organization holds $9.1M in total assets. In 2024, it awarded 1 grants totaling $709K. Net investment income was $378K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$9.1M
-3.9% YoY
Annual Giving
$709K
+18.2% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$709K
+18.2% YoY
Under IRS private-foundation payout rules, Clara L D Jeffery Charitable Tr reported a distributable amount of $784K for 2024 — the minimum it must pay out in qualifying distributions.
About Clara L D Jeffery Charitable Tr
Based on IRS filings
Clara L D Jeffery Charitable Tr is a private foundation focused on Education, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $9.1M in total assets. In 2024, it awarded 1 grants totaling $709K. Net investment income was $378K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $9,096,435 | $9,463,279 | $9,162,711 |
| Revenue | $451,413 | $1,023,162 | $1,238,523 |
| Expenses | $822,184 | $712,809 | $746,290 |
| Qualifying Distributions | $750,150 | $637,171 | $635,592 |
| Net Investment Income | $377,951 | $957,959 | $1,167,537 |
| Distributable Amount | $784,031 | $685,540 | $700,143 |
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
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include See Attached Statement ($709,000).
| Recipient | Purpose | Amount |
|---|---|---|
| SEE ATTACHED STATEMENT PROVIDENCE, RI | UNRESTRICTED GENERAL | $709,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA NA | CO-TRUSTEE | 1 | $61,368 |
| LISA WHITESCARVER | CO-TRUSTEE | 1 | $25,733 |
| MARY B PARTRIDGE | CO-TRUSTEE | 1 | — |
| JEFFREY BURKE | CO-TRUSTEE | 1 | $7,412 |
| SAMUEL B PARTRIDGE | CO-TRUSTEE | 1 | $7,412 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
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 $9.1M in total assets as of 2024.
How large is Clara L D Jeffery Charitable Tr?
As of 2024, Clara L D Jeffery Charitable Tr holds $9.1M in total assets with $451K in annual revenue. It awarded 1 grants totaling $709K in 2024.
Where does Clara L D Jeffery Charitable Tr operate?
Clara L D Jeffery Charitable Tr has awarded grants in Rhode Island.
What size grants does Clara L D Jeffery Charitable Tr award?
In 2024, Clara L D Jeffery Charitable Tr awarded 1 grants totaling $709K — an average of about $709K per grant, based on its IRS Form 990 filings.
How much is Clara L D Jeffery Charitable Tr required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Clara L D Jeffery Charitable Tr reported a distributable amount of $784K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.