Jefferson Federal Charitable Foundation
JEFFERSON FEDERAL CHARITABLE is a private foundation based in Morristown, Tennessee. Its filing describes its charitable activity as providing grants and donations to area charitable organizations. The foundation’s 2019 return is marked final, and it states that all its investments were liquidated in July and August 2020 for distribution as grants. It therefore appears to have wound down or stopped grantmaking.
Key facts about Jefferson Federal Charitable Foundation
In short: Jefferson Federal Charitable Foundation gave $455K across 18 grants in 2020 (avg $25K), mostly in Tennessee. Source: 2020 IRS Form 990-PF.
- EIN
- 20-0083236
- Latest 990 filing
- Form 990-PF, 2020
- Annual giving (2020)
- $455,200
- Grants made (2020)
- 18
- Average grant
- $25,289
- Median grant
- $12,500
- Primary geography
- Tennessee (100% of itemized 2020 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation stated that it does not accept unsolicited requests and makes contributions only to preselected charitable organizations. Full details ↓
- Deadline
- The filing listed May 31 and November 30.
Data from IRS Form 990-PF, 2020; updated October 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2020 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$455K
Grant Count
18
Avg Grant Size
$25K
Under IRS private-foundation payout rules, Jefferson Federal Charitable Foundation reported a distributable amount of $3K for 2020 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation’s filing describes its activity as providing grants and donations to area charitable organizations. Its 2020 grants included support for children and families, senior services, health care, the arts, and other local organizations. For example, Kingswood Home for Children described its mission as “bringing healing to hurting children and families in His name,” and Senior Citizens Center described its activities as providing a senior citizens center and office on aging. These are the grantees’ stated missions, not the foundation’s.
Grantmaking
In 2020, the foundation gave $455,200 through 18 grants. Grants ranged from $600 to $190,000, with a median grant of $12,500. The largest awards included $190,000 to Helen Ross McNabb for a jail-to-work program, $55,000 to M-H Hospital Foundation for ultrasound equipment, and $35,000 to Kingswood Home for Children for roof replacement. Other notable grants included $25,000 each to Tapestry for Women for HVAC and windows and to Rose Center & Council for the Arts for operations, and $24,900 to Senior Citizens Center for an HVAC system.
Review Cycle
The filing listed May 31 and November 30. These dates are past cycles, not open deadlines.
How to Apply
The foundation stated that it does not accept unsolicited requests and makes contributions only to preselected charitable organizations. Its filing listed a completed application, a copy of the applicant’s 501(c)(3) documentation, audit, Form 990, board of directors listing, and a listing of contributors and foundation grants received in the prior 12 months as required materials. The filing also stated that awards were limited to the banking geographical area and excluded religious, political, and fraternal organizations. These instructions are from a filing marked final and should not be treated as current application guidance.
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Geographic Focus
Where this funder awards grants
The 2020 grants listed were all to recipients in Tennessee. The filing stated that awards were limited to the banking geographical area.
Grant Distribution by State
Share of 2020 grant dollars across all 18 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
In 2020 it made 18 grants totaling $455K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2020
The largest 2020 recipient was Helen Ross McNabb ($190K). Together the top 10 received $414K.
Grant Size Distribution
18 grants across all recorded years
The most common grant size was under $50K: 16 grants of 18 (89%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Helen Ross McNabb Morristown, TN | Donation - Jail to Work Program | $190,000 |
| M-H Hospital Foundation Morristown, TN | Donation - Ultrasound Equipment | $55,000 |
| Kingswood Home for Children Bean Station, TN | Donation - Roof Replacement | $35,000 |
| Tapestry for Women Morristown, TN | Donation - Hvac & Windows | $25,000 |
| Rose Center & Council for the Arts Morristown, TN | Donation - Operations | $25,000 |
| Senior Citizens Center Morristown, TN | Donation - Hvac System | $24,900 |
| Hcexcell Morristown, TN | 2020 Support | $15,000 |
| Morristown Area Chamber of Commerce Morristown, TN | Donation - Telephone System | $15,000 |
| Girls Inc Morristown, TN | Donation - Van | $15,000 |
| Helping Hands Clinic Morristown, TN | Donation - MEDICINE&OPERATIONS Supp | $10,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Revenue | Expenses | Grants given | Grant count |
|---|---|---|---|---|
| 2020 | $146,086 | $247,280 | $455,200 | 18 |
| Metric | 2020 |
|---|---|
| Revenue | $146,086 |
| Expenses | $247,280 |
| Net Investment Income | $142,973 |
| Distributable Amount | $2,636 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal year 2020
Leadership & Key People
Leadership team and compensation from IRS filings
The 2020 filing listed Anderson L. Smith as president, Leah J. Taylor as secretary/treasurer, and Douglas H. Rouse as a board member.
Jefferson Federal Charitable Foundation is led by Anderson L. Smith, President on the 2020 filing; 1 of 4 officers listed in 2020 is compensated.
Officers on the 2020 filing
Anderson L. Smith
President
New on the 2020 filing
2 hrs/week
No compensation reported
Leah J. Taylor
Secretary & Treasurer
New on the 2020 filing
4 hrs/week
$500 (2020)
Douglas H. Rouse
Board Member
New on the 2020 filing
1 hr/week
No compensation reported
William T. Hale
Board Member
New on the 2020 filing
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2020 IRS filing
The highest reported compensation on the 2020 filing was $500, to Leah J Taylor (Sec/Treas).
Contact
Application contact: Leah Taylor
Mailing address: P O Box 2086, Morristown, TN 37816-2086
Phone: (423) 312-2217
Frequently asked questions about Jefferson Federal Charitable Foundation
How much does Jefferson Federal Charitable Foundation give each year?
Jefferson Federal Charitable Foundation gave $455K across 18 grants in 2020, according to its 2020 IRS Form 990-PF.
What is Jefferson Federal Charitable Foundation's typical grant size?
Jefferson Federal Charitable Foundation's median grant in 2020 was $12,500, and its average grant was $25,289, across 18 grants on its 2020 IRS Form 990-PF.
Where does Jefferson Federal Charitable Foundation give grants?
Jefferson Federal Charitable Foundation gives mostly in Tennessee: 100% of the grant dollars itemized on its 2020 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Morristown, TN (16 grants).
Does Jefferson Federal Charitable Foundation give general operating support?
Occasionally: 6% of Jefferson Federal Charitable Foundation's 2020 grants with a stated purpose (1 of 18) were for general or operating support, per its 2020 IRS Form 990-PF.
Who are Jefferson Federal Charitable Foundation's largest grantees?
Jefferson Federal Charitable Foundation's largest 2020 grantees include Helen Ross McNabb ($190,000), M-H Hospital Foundation ($55,000) and Kingswood Home for Children ($35,000), according to its 2020 IRS Form 990-PF. Together they received 62% of its itemized 2020 grant dollars.
What does Jefferson Federal Charitable Foundation fund?
The foundation’s filing describes its activity as providing grants and donations to area charitable organizations. Its 2020 grants included support for children and families, senior services, health care, the arts, and other local organizations. See mission & focus areas ↑
How do I apply for a grant from Jefferson Federal Charitable Foundation?
The foundation stated that it does not accept unsolicited requests and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
How much is Jefferson Federal Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2020, Jefferson Federal Charitable Foundation reported a distributable amount of $3K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Jefferson Federal Charitable Foundation's EIN?
Jefferson Federal Charitable Foundation's EIN (Employer Identification Number) is 20-0083236. IRS Form 990 filing data is available on this page for 2020.
Does Jefferson Federal Charitable Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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