Jefferson Charitable Fndtn
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.
Jefferson Charitable Fndtn at a glance
- Total assets
- $608,274
- -0.5% vs 2023
- Revenue (2024)
- $19,812
- +55.2% vs 2023
- Qualifying distributions (2024)
- $13,659
- -80.9% vs 2023
- Expenses (2024)
- $23,034
- -72.7% vs 2023
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Jefferson Charitable Fndtn funds
How this funder distributes its grants
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 3 grants of 4 (75%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
How Jefferson Charitable Fndtn gives
- Giving grew 49% from 2020 to 2023. Method
- In 2024 it paid out 207% of its IRS minimum distribution (the 5% rule). 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 2020 to 2023, annual grant giving ranged from $47K (2020) to $70K (2023). In 2023 it made 1 grant totaling $70K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Washington Central Methodist Church Washington, KY | General Operating | $70,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $608,274 | $19,812 | $23,034 | — | — | $13,659 | $11,475 | $6,613 |
| 2023 | $611,506 | $12,768 | $84,473 | $70,000 | 1 | $71,696 | $10,418 | $21,728 |
| 2022 | $684,842 | $175,478 | $13,079 | — | — | $1,853 | $165,287 | $16,871 |
| 2021 | $522,653 | $65,641 | $83,786 | $70,000 | 2 | $71,966 | $54,512 | $24,575 |
| 2020 | $540,824 | $44,936 | $58,696 | $46,995 | 1 | — | $34,607 | $21,451 |
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.
Leadership & Key People
Officers and directors from IRS filings
Jefferson Charitable Fndtn's only listed officer is US Bank NA, Trustee on the 2024 filing (compensated).
Officers on the 2024 filing
US Bank NA
Trustee
New on the 2024 filing
1 hr/week
$10K (2024)
Former officers (1)
- Former: US Bank N A (2020–2023) — Trustee
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $10K, to US Bank NA (Trustee).
Frequently asked questions about Jefferson Charitable Fndtn
How large is Jefferson Charitable Fndtn?
Jefferson Charitable Fndtn reported $608K in total assets on its 2024 IRS Form 990-PF. It paid out $14K in qualifying distributions that year, against a required minimum of $7K (roughly 5% of its investment assets).
Where does Jefferson Charitable Fndtn operate?
Jefferson Charitable Fndtn has awarded grants in Kentucky.
What is Jefferson Charitable Fndtn's EIN?
Jefferson Charitable Fndtn's EIN (Employer Identification Number) is 27-2559263. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Jefferson Charitable Fndtn's focus areas in our free grants database
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