Jefferson Federal Charitable

Foundation · Grantmaker Morristown, TN EIN: 20-0083236

Jefferson Federal Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Morristown, TN. IRS filing data is available for 2020. In 2020, it awarded 18 grants totaling $455K. Net investment income was $143K.

Key facts about Jefferson Federal Charitable

In short: Jefferson Federal Charitable 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)

Data from IRS Form 990-PF, 2020; updated September 2026.

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 reported a distributable amount of $3K for 2020 — the minimum it must pay out in qualifying distributions.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 18 itemized 2020 grant dollars.

States

Cities

MorristownBean StationClinton

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K18 grants2020

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2020

Helen Ross McNabb: $190KHelen Ross McNabb$190KM-H Hospital Foundation: $55KM-H Hospital Foundation$55KKingswood Home for Children: $35KKingswood Home for Children$35KTapestry for Women: $25KTapestry for Women$25KRose Center & Council for the Arts: $25KRose Center & Council for theArts$25KSenior Citizens Center: $25KSenior Citizens Center$25KHcexcell: $15KHcexcell$15KMorristown Area Chamber of Commerce: $15KMorristown Area Chamber ofCommerce$15KGirls Inc: $15KGirls Inc$15KUnited Way of Hamblen County: $14K across 2 grantsUnited Way of Hamblen County$14K · 2 grants

Grant Size Distribution

18 grants across all recorded years

16<$50K1$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
HELEN ROSS MCNABB Morristown, TNDONATION - JAIL TO WORK PROGRAM$190,000
M-H HOSPITAL FOUNDATION Morristown, TNDONATION - ULTRASOUND EQUIPMENT$55,000
KINGSWOOD HOME FOR CHILDREN Bean Station, TNDONATION - ROOF REPLACEMENT$35,000
TAPESTRY FOR WOMEN Morristown, TNDONATION - HVAC & WINDOWS$25,000
ROSE CENTER & COUNCIL FOR THE ARTS Morristown, TNDONATION - OPERATIONS$25,000
SENIOR CITIZENS CENTER Morristown, TNDONATION - HVAC SYSTEM$24,900
HCEXCELL Morristown, TN2020 SUPPORT$15,000
MORRISTOWN AREA CHAMBER OF COMMERCE Morristown, TNDONATION - TELEPHONE SYSTEM$15,000
GIRLS INC Morristown, TNDONATION - VAN$15,000
HELPING HANDS CLINIC Morristown, TNDONATION - MEDICINE&OPERATIONS SUPP$10,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2020
Metric2020
Total Assets—
Revenue$146,086
Expenses$247,280
Qualifying Distributions—
Net Investment Income$142,973
Distributable Amount$2,636

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal year 2020

Leadership & Key People

Officers and directors from IRS filings

Jefferson Federal Charitable is led by Anderson L. Smith, President on the 2020 filing; 1 of 3 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

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

Leah J Taylor — Sec/Treas: $500Leah J TaylorSec/Treas$500

Frequently asked questions about Jefferson Federal Charitable

How much does Jefferson Federal Charitable give each year?

Jefferson Federal Charitable gave $455K across 18 grants in 2020, according to its 2020 IRS Form 990-PF.

What is Jefferson Federal Charitable's typical grant size?

Jefferson Federal Charitable'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 give grants?

Jefferson Federal Charitable 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 give general operating support?

Occasionally: 6% of Jefferson Federal Charitable'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's largest grantees?

Jefferson Federal Charitable'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 is Jefferson Federal Charitable?

Jefferson Federal Charitable is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in Morristown, TN. It holds — in total assets as of 2020.

How much is Jefferson Federal Charitable required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2020, Jefferson Federal Charitable 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's EIN?

Jefferson Federal Charitable's EIN (Employer Identification Number) is 20-0083236. IRS Form 990 filing data is available on this page for 2020.

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

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