The Jefferson Legacy Foundation

KESWICK, VA EIN: 03-0340992

The Jefferson Legacy Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in KESWICK, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $62K in total assets. In 2024, it awarded 9 grants totaling $16K. Net investment income was $2K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$62K

-86.5% YoY

Annual Giving

$16K

-15.7% YoY

Grant Count

9

-30.8% YoY

Avg Grant Size

$2K

+21.8% YoY

About The Jefferson Legacy Foundation

Based on IRS filings

The Jefferson Legacy Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in KESWICK, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $62K in total assets. In 2024, it awarded 9 grants totaling $16K. Net investment income was $2K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Cities

AtlantaCharlotesvilleCharlottesvilleForestGaithersburgKeeneKeswickManchesterMontpelier StationRichmondSouth BurlingtonStratton MountainTroyWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$130K$261K$391K$522K20202021202220232024
Metric202420232022
Total Assets$61,577$457,802$450,924
Revenue$76,911$68,897$63,064
Expenses$474,366$64,646$59,009
Qualifying Distributions$86,131$59,689$55,629
Net Investment Income$2,208$585$37,405
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$7K$14K$21K$28K8 grants202010 grants202111 grants202213 grants20239 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

INTERNATIONAL CENTER FOR…$7KPRESIDENTIAL PRECINCT$6KFARMINGTON HISTORICAL SO…$1KJAMES MONROE'S HIGHLAND$500CENTER FOR PALLADIAN STU…$500SAINT THOMAS AQUINAS PAR…$500ARTHRITIS FOUNDATION$500NO KID HUNGRY$200VIRGINIA MUSEUM OF FINE …$175

Grant Size Distribution

51 grants across all recorded years

51<$50K$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
SYDNEY N STOKES JRCHAIRMAN40
CLARENCE W LEEDS IIIDIRECTOR0.25
BRENDA LACLAIRPRESIDENT30
DONALD C BALLOUSECRETARY/TREASURER3

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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