Jefferies Family Scholarship
Jefferies Family Scholarship is a 501(c)(3) nonprofit organization based in New York, NY (EIN 95-3594410). The organization was formed in 1981 and has been tax-exempt since July 1985. It provides educational scholarships and recognition to children of employees of Jefferies Financial Group Inc.
Key facts about Jefferies Family Scholarship
- EIN
- 95-3594410
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $731,288
- Grants made (2025)
- 66
- Average grant
- $11,080
- Median grant
- $12,500
- Primary geography
- New York (100% of itemized 2025 grant dollars)
- How to apply
- For the 2027-2028 academic year:. Full details ↓
- Deadline
- February 1, 2027
Data from IRS Form 990-PF, 2025; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Jefferies Family Scholarship funds
By grant dollars, the top recipient states for Jefferies Family Scholarship's 66 itemized 2025 grants were New York (100%). The most frequent recipient cities were New York, NY (66 grants). None of its 66 grants with a stated purpose were described as general or operating support. Recurring purposes include "Educational Scholarship" (45 grants), "Educational Scholarships" (17 grants) and "JAM Award" (3 grants).
Next steps with Jefferies Family Scholarship
- How to evaluate Jefferies Family Scholarship as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
- Draft an LOI to Jefferies Family Scholarship with AI
AI grant writing that drafts from your organization’s own materials, in your voice.
- Track this opportunity in a free grant tracker
A free Google Sheets or Excel template for deadlines, award terms, and reports due.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$731K
Grant Count
66
Avg Grant Size
$11K
Mission & Focus Areas
The Jefferies Family Scholarship provides both meritorious recognition and monetary assistance for the education of children of Jefferies Financial Group Inc. employees. The program awards scholarships to worthy students with financial need who have demonstrated a passion and commitment to attaining their full potential through academic achievement or perseverance in the face of adversity. The program also presents the Jefferies Award of Merit to those without financial need who have demonstrated similar qualities.
Children of Jefferies employees attending or planning to attend the last two years of private high schools, or public and private colleges and universities for undergraduate and graduate studies are eligible to apply.
Grantmaking
Grant Range
s:**
Review Cycle
February 1, 2027
How to Apply
**
Ready to take the next step with Jefferies Family Scholarship?
Geographic Focus
Where this funder awards grants
100% of grants are concentrated in New York, demonstrating highly focused geographic giving within the organization's primary service area.
Grant Distribution by State
Share of all 66 itemized 2025 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
Fiscal Year Ending June 2025:
- Total Revenue: $1,243,252
- Total Expenses: $924,539
- Net Income: $318,713
- Total Assets: $12,528,749
- Total Liabilities: $42,531
- Net Assets: $12,486,218
Revenue Breakdown (FY 2025):
- Contributions Received: $101,875
- Dividends: $353,733
- Sales of Assets: $787,644
- Interest Revenue: $0
- Other Income: $0
Expense Breakdown (FY 2025):
- Charitable Disbursements: $731,288 (79.1% of total expenses)
- Compensation of Officers: $0
Program Service Ratio: 74.8%
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | — | $12,435,974 | $11,887,555 |
| Revenue | — | $326,715 | $984,974 |
| Expenses | — | $909,333 | $724,624 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | — | $230,561 | $753,706 |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2019–2025
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
66 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest recipients include Estrada Ariana ($15,000), Casey Jessica ($15,000), Guizar Kathy ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Estrada Ariana New York, NY | Educational Scholarships | $15,000 |
| Casey Jessica New York, NY | Educational Scholarship | $15,000 |
| Guizar Kathy New York, NY | Educational Scholarship | $15,000 |
| Almodovar Julia New York, NY | Educational Scholarships | $14,865 |
| Georgiou Iacovos New York, NY | Educational Scholarships | $12,500 |
| Hertel Sawyer New York, NY | Educational Scholarship | $12,500 |
| Wright Hanna New York, NY | Educational Scholarship | $12,500 |
| Prabhu Pranav New York, NY | Educational Scholarship | $12,500 |
| Gracias Zaarah New York, NY | Educational Scholarship | $12,500 |
| Edwards Issabelle New York, NY | Educational Scholarships | $12,500 |
Leadership & Key People
Leadership team and compensation from IRS filings
Regina de Wetter — Senior Coordinator Prior to joining Jefferies in 2000, Regina taught elementary through high school aged students in various educational settings. She is a graduate of UCLA with a major in psychology and holds an M.A. in special education from New Mexico State University. She was a JFS recipient from 1987–1992 and volunteered on the JFS Selection Committee from 1995–2000.
Sally Morris — Legal Counsel Sally has her own law practice in Maine specializing in labor and employment law and nonprofit compliance. She is a graduate of Boston University and New England School of Law. She was a JFS recipient from 1985–1991 and has served as Legal Counsel for JFS since 1993.
Compensation Overview
No officer or director reported compensation in the available filings.
From 2025 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Chanel Brewster | Director | 1 | — |
| Mark Sahler | Director | 1 | — |
| Jeffrey Agnew | Co-Chairman | 3 | — |
| Chris Kanoff | Co-Chairman | 1 | — |
| Larry Dunn | Investment Chair | 1 | — |
| Carrera Jefferies Shea | Secretary | 1 | — |
| Richard Garrison | Treasurer | 4 | — |
| Mo Ahmed | Director | 1 | — |
| Julia Dworkin | Director | 1 | — |
| Paul Gray | Director | 1 | — |
| Zachary Goldberg | Director | 1 | — |
| Chase Upshaw | Director | 1 | — |
Frequently Asked Questions
What does Jefferies Family Scholarship fund?
The Jefferies Family Scholarship provides both meritorious recognition and monetary assistance for the education of children of Jefferies Financial Group Inc. employees. The program awards scholarships to worthy students with financial need who have demonstrated a passion and commitment to attaining their full potential through academic achievement or perseverance in the face of adversity. The program also presents the Jefferies Award of Merit to those without financial need who have demonstrat…
How do I apply for a grant from Jefferies Family Scholarship?
For the 2027-2028 academic year:. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
Where does Jefferies Family Scholarship make grants?
100% of grants are concentrated in New York, demonstrating highly focused geographic giving within the organization's primary service area.
What size grants does Jefferies Family Scholarship award?
In 2025, Jefferies Family Scholarship awarded 66 grants totaling $731K — an average of about $11K per grant, based on its IRS Form 990 filings.
What is Jefferies Family Scholarship's EIN?
Jefferies Family Scholarship's EIN (Employer Identification Number) is 95-3594410. IRS Form 990 filing data is available on this page for 2019–2025.
Explore Open Grants
Browse active grant opportunities in Jefferies Family Scholarship's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Jpmorgan Chase Foundation
New York, NY
Assets
$1.2B
Grants
10,334
Total Given
$202.5M
The Pfizer Foundation Inc
New York, NY
Assets
$255.3M
Grants
9,306
Total Given
$23.2M
The Ford Foundation
New York, NY
Assets
$17.5B
Grants
4,007
Total Given
$844.7M
The Ojc Fund
Brooklyn, NY
Assets
$46.1M
Grants
3,410
Total Given
$386.1M
The New York Community Trust
New York, NY
Assets
$3.5B
Grants
2,748
Total Given
$193.8M
The Simons Foundation Inc
New York, NY
Assets
$4.5B
Grants
1,727
Total Given
$272.0M
American Express Foundation
New York, NY
Assets
$48.9M
Grants
1,495
Total Given
$23.2M
Equitable Foundation Inc
New York, NY
Assets
$112.4M
Grants
1,453
Total Given
$5.5M
Rockefeller Philanthropy Advisors Inc
New York, NY
Assets
$891.5M
Grants
1,153
Total Given
$275.0M
Local Initiatives Support Corporation
New York, NY
Assets
$1.6B
Grants
1,119
Total Given
$102.8M
Wellspring Philanthropic Fund Inc
New York, NY
Assets
$134.4M
Grants
1,101
Total Given
$326.0M
Jack Adjmi Family Foundation Inc
New York, NY
Assets
—
Grants
1,045
Total Given
$4.5M
More Funders in New York
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.