Jefferson Family Charitable Foundation

Private foundation · Grantmaker Missoula, MT EIN: 81-0688510

Jefferson Family Charitable Foundation is a private foundation, based in Missoula, MT. IRS filing data is available from 2020 through 2024. In 2024, it awarded 4 grants totaling $145K. Net investment income was $3K.

Key facts about Jefferson Family Charitable Foundation

In short: Jefferson Family Charitable Foundation gave $145K across 4 grants in 2024 (avg $36K), mostly in Florida. Source: 2024 IRS Form 990-PF.

EIN
81-0688510
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$144,602
Grants made (2024)
4
Average grant
$36,151
Median grant
$24,252
Primary geography
Florida (66% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$145K

+184.4% YoY

Grant Count

4

+100.0% YoY

Avg Grant Size

$36K

+42.2% YoY

Under IRS private-foundation payout rules, Jefferson Family Charitable Foundation reported a distributable amount of $4K for 2024 — the minimum it must pay out in qualifying distributions.

How Jefferson Family Charitable Foundation gives

  • Giving grew 623% from 2021 to 2024. Method
  • In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2024 grant dollars across all 4 itemized grants.

Cities

AlbuquerqueCalgaryMissoulaSt Peterburg

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K2 grants2020 1 grant2021 1 grant2022 2 grants2023 4 grants2024

From 2020 to 2024, annual grant giving ranged from $10K (2022) to $145K (2024). In 2024 it made 4 grants totaling $145K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Raymond James Donor Advised Fund: $96KRaymond James Donor AdvisedFund$96KPresbyterian Healthcare Foundation: $44KPresbyterian HealthcareFoundation$44KCrosspoint Community Church: $5KCrosspoint Community Church$5KLa Cueva High School: $50La Cueva High School$50

The largest 2024 recipient was Raymond James Donor Advised Fund ($96K). Together the top 4 received $145K.

Grant Size Distribution

10 grants across all recorded years

9<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 9 grants of 10 (90%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Raymond James Donor Advised Fund St Peterburg, FLCharitable$96,048
Presbyterian Healthcare Foundation Albuquerque, NMCommunity Health$43,504
Crosspoint Community Church Missoula, MTReligious$5,000
La Cueva High School Albuquerque, NMEducational$50

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K2020 2021 2022 2023 2024
Metric202420232022
Total Assets—$65,819$88,298
Revenue$79,104$22,554$5,163
Expenses$144,923$51,146$10,481
Qualifying Distributions$144,602$50,847$10,000
Net Investment Income$2,891$3,693$2,962
Distributable Amount$3,976$5,957$6,317

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Jefferson Family Charitable Foundation is led by Robert K. Jefferson, President on every filing since 2020; none of the 4 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Robert K. Jefferson

    President

    On filings since 2020

    No compensation reported

  • Camille R. Jefferson

    Secretary

    On filings since 2020

    No compensation reported

  • Kathleen M. Jefferson

    Vice President

    On filings since 2020

    No compensation reported

  • Tyler C. Jefferson

    Vice President

    On filings since 2020

    No compensation reported

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.

Frequently asked questions about Jefferson Family Charitable Foundation

How much does Jefferson Family Charitable Foundation give each year?

Jefferson Family Charitable Foundation gave $145K across 4 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $51K across 2 grants.

What is Jefferson Family Charitable Foundation's typical grant size?

Jefferson Family Charitable Foundation's median grant in 2024 was $24,252, and its average grant was $36,151, across 4 grants on its 2024 IRS Form 990-PF.

Where does Jefferson Family Charitable Foundation give grants?

Jefferson Family Charitable Foundation gives mostly in Florida: 66% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was New Mexico (30%). The most frequent recipient cities were Albuquerque, NM (2 grants).

Does Jefferson Family Charitable Foundation give general operating support?

Not in 2024: none of the 4 grants with a stated purpose on Jefferson Family Charitable Foundation's 2024 IRS Form 990-PF were described as general or operating support.

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 $4K 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 81-0688510. 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.

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