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
Under IRS private-foundation payout rules, Jefferson Family Charitable reported a distributable amount of $4K for 2024 — the minimum it must pay out in qualifying distributions.
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.
Focus Areas
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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
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Raymond James Donor Advised Fund ($96,048), Presbyterian Healthcare Foundation ($43,504), Crosspoint Community Church ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| 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 |
| RAYMOND JAMES DONOR ADVISED FUND ST PETERBURG, FL | CHARITABLE | $96,048 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ROBERT K JEFFERSON | PRESIDENT | — | — |
| CAMILLE R JEFFERSON | SECRETARY/TR | — | — |
| TYLER C JEFFERSON | VICE PRESIDE | — | — |
| KATHLEEN M JEFFERSON | VICE PRESIDE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Jefferson Family Charitable?
Jefferson Family Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MISSOULA, MT. It holds — in total assets as of 2024.
Where does Jefferson Family Charitable operate?
Jefferson Family Charitable has awarded grants in Florida, Montana, New Mexico.
What size grants does Jefferson Family Charitable award?
In 2024, Jefferson Family Charitable awarded 4 grants totaling $145K — an average of about $36K per grant, based on its IRS Form 990 filings.
How much is Jefferson Family Charitable required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Jefferson Family Charitable 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's EIN?
Jefferson Family Charitable's EIN (Employer Identification Number) is 81-0688510. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Jefferson Family Charitable's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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