Jefferson Family Charitable Foundation
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
36
+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.
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
States
Cities
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
| 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
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.
Explore Open Grants
Browse active grant opportunities in Jefferson Family Charitable Foundation's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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