Jefferson Family Charitable Foundation

CHARLOTTESVILLE, VA EIN: 47-6491632 Website

Jefferson Family Charitable Foundation / Paul Marchese Ttee is a private foundation located in Palm City, Florida. Established in 2015, it operates as a 501(c)(3) organization with a single employee and functions as a grantmaking foundation supporting various charitable causes.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$5.3M

+4.1% YoY

Annual Giving

$251K

-3.4% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$7K

-3.4% YoY

Under IRS private-foundation payout rules, Jefferson Family Charitable Foundation reported a distributable amount of $261K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation primarily funds general, church, and food-related charities. Its grantmaking proceeds are directed toward donations to various organizations aligned with these focus areas.

Grantmaking

The foundation made 38 grants in 2023. Recent grants include:

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $758K (60%)

Florida $297K (23%)

Connecticut $40K (3%)

Virginia $37K (3%)

Massachusetts $30K (2%)

New Hampshire $26K (2%)

New Jersey $21K (2%)

California $18K (1%)

+3 more states

States

California Connecticut Florida Indiana Massachusetts Nebraska New Hampshire New Jersey New York Virginia Vermont

Cities

BayportCharlottesvilleCold Spring HarborCommackHobe SoundHoldernessHuntingtonIslipIthacaKentKings ParkLincolnLloyd HarborManchesterManhassetMillbrookMontpelierMontrealMoultonboroughMuncie

Financial History

Multi-year comparison from IRS filings

As of 2023:

Total Assets: $5,136,035
Total Revenues: $127,136
Total Expenses: $409,545
Number of Employees: 1

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$5,347,460	$5,136,035	$5,149,721
Revenue	$135,213	$127,136	$167,367
Expenses	$411,193	$409,545	$419,113
Qualifying Distributions	$292,195	$295,579	$302,361
Net Investment Income	$413,916	—	—
Distributable Amount	$261,144	$248,553	$254,428

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 2024

Grant Size Distribution

168 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Cold Spring Harbor Laboratory ($26,000), Millbrook School ($26,000), Florida Oceanographic Institute ($15,000).

Recipient	Purpose	Amount
THE CAUMSETT FOUNDATION LLOYD HARBOR, NY	TO SUPPORT AND ENHANCECAUMSETT STATE HISTORICPARK PRESERVE AS A UNIQUE AND HISTORICAL ENVIRONMENT	$5,000
CHOCURA CHAPEL ASSOCIATION HOLDERNESS, NH	CHURCH	$1,000
COLD SPRING HARBOR LABORATORY COLD SPRING HARBOR, NY	GENERAL	$26,000
FLORIDA OCEANOGRAPHIC INSTITUTE STUART, FL	GENERAL	$15,000
FOUNDING FRIENDS OF HOSPICE STUART, FL	SUPPORT OF THE ILL	$10,000
HECKSCHER MUSEUM HUNTINGTON, NY	GENERAL	$6,000
MILLBROOK SCHOOL MILLBROOK, NY	GENERAL	$26,000
PRESERVATION LONG ISLAND COLD SPRING HARBOR, NY	GENERAL	$3,000
PRINCETON UNIVERSITY PRINCETON, NJ	GENERAL	$4,000
SAFESPACE STUART, FL	TO PROVIDE A SAFEAND SECURE ENVIRONMENTFOR EVERY CHILD	$10,000

Leadership & Key People

Leadership team and compensation from IRS filings

Gordon Lamb serves as the foundation's trustee.

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BRADFORD LAMB	TRUSTEE	5	$60,000

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What does Jefferson Family Charitable Foundation fund?

The foundation primarily funds general, church, and food-related charities. Its grantmaking proceeds are directed toward donations to various organizations aligned with these focus areas.

How do I apply for a grant from Jefferson Family Charitable Foundation?

The foundation made 38 grants in 2023. Recent grants include: • Millbrook School: $26,000 (2023) • Cold Spring Harbor Laboratory: $26,000 (2023) The foundation has previously supported organizations such as the Village Of Sea Cliff Fbo.

What size grants does Jefferson Family Charitable Foundation award?

In 2024, Jefferson Family Charitable Foundation awarded 36 grants totaling $251K — an average of about $7K per grant, based on its IRS Form 990 filings.

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

Private foundations must generally distribute about 5% of their assets annually. For 2024, Jefferson Family Charitable Foundation reported a distributable amount of $261K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Jefferson Family Charitable Foundation's EIN?

Jefferson Family Charitable Foundation's EIN (Employer Identification Number) is 47-6491632. IRS Form 990 filing data is available on this page for 2020–2024.