Jefferson Family Charitable Foundation
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.
Jefferson Family Charitable Foundation at a glance
In short: Jefferson Family Charitable Foundation gave $145K across 4 grants in 2024 (avg $36K), mostly in Florida. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $144,602
- +184.4% vs 2023
- Grants made (2024)
- 4
- +100.0% vs 2023
- Average grant
- $36,151
- +42.2% vs 2023
- Median grant
- $24,252
- Primary geography
- Florida (66% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Jefferson Family Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
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
The most common grant size was under $50K: 9 grants of 10 (90%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 4 itemized grants.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $10K (2022) to $145K (2024). In 2024 it made 4 grants totaling $145K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Raymond James Donor Advised Fund St Peterburg, FL | Charitable | $96,048 |
| Presbyterian Healthcare Foundation Albuquerque, NM | Community Health | $43,504 |
| Crosspoint Community Church Missoula, MT | Religious | $5,000 |
| La Cueva High School Albuquerque, NM | Educational | $50 |
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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 | — | $79,104 | $144,923 | $144,602 | 4 | $144,602 | $2,891 | $3,976 |
| 2023 | $65,819 | $22,554 | $51,146 | $50,847 | 2 | $50,847 | $3,693 | $5,957 |
| 2022 | $88,298 | $5,163 | $10,481 | $10,000 | 1 | $10,000 | $2,962 | $6,317 |
| 2021 | $93,616 | $5,904 | $20,045 | $20,000 | 1 | $20,000 | $3,017 | $7,771 |
| 2020 | $107,757 | $2,964 | $22,408 | $18,500 | 2 | — | $3,251 | $7,389 |
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.
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.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Jefferson Family Charitable Foundation funds
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