Jefferson Family Charitable

MISSOULA, MT EIN: 81-0688510

Jefferson Family Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.

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

About Jefferson Family Charitable

Based on IRS filings

Jefferson Family Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

AlbuquerqueCalgaryMissoulaSt Peterburg

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$40K$80K$120K$159K20202021202220232024
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

Giving Over Time

Total grant dollars and number of grants per year

$0$36K$72K$108K$145K2 grants20201 grants20211 grants20222 grants20234 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

RAYMOND JAMES DONOR ADVI…$96KPRESBYTERIAN HEALTHCARE …$44KCROSSPOINT COMMUNITY CHU…$5KLA CUEVA HIGH SCHOOL$50

Grant Size Distribution

10 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
ROBERT K JEFFERSONPRESIDENT
CAMILLE R JEFFERSONSECRETARY/TR
TYLER C JEFFERSONVICE PRESIDE
KATHLEEN M JEFFERSONVICE PRESIDE

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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