Jefferson Charitable Fndtn

MILWAUKEE, WI EIN: 27-2559263

Jefferson Charitable Fndtn is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $608K in total assets. In 2024, it made $14K in qualifying distributions. Net investment income was $11K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$608K

-0.5% YoY

Revenue

$20K

+55.2% YoY

Qualifying Distributions

$14K

-80.9% YoY

Expenses

$23K

-72.7% YoY

Under IRS private-foundation payout rules, Jefferson Charitable Fndtn reported a distributable amount of $7K for 2024 — the minimum it must pay out in qualifying distributions.

About Jefferson Charitable Fndtn

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Kentucky $187K (100%)

States

Kentucky

Cities

Washington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$608,274	$611,506	$684,842
Revenue	$19,812	$12,768	$175,478
Expenses	$23,034	$84,473	$13,079
Qualifying Distributions	$13,659	$71,696	$1,853
Net Investment Income	$11,475	$10,418	$165,287
Distributable Amount	$6,613	$21,728	$16,871

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

4 grants across all recorded years

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
US BANK NA	TRUSTEE	1	$10,088

Frequently Asked Questions

How large is Jefferson Charitable Fndtn?

As of 2024, Jefferson Charitable Fndtn holds $608K in total assets with $20K in annual revenue.

Where does Jefferson Charitable Fndtn operate?

Jefferson Charitable Fndtn has awarded grants in Kentucky.

How much is Jefferson Charitable Fndtn required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Jefferson Charitable Fndtn reported a distributable amount of $7K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.