The Jeffery Family Foundation

PALM BEACH, FL EIN: 35-7214261

The Jeffery Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PALM BEACH, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.7M in total assets. In 2024, it awarded 7 grants totaling $95K. Net investment income was $270K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.7M

+44.2% YoY

Annual Giving

$95K

-13.6% YoY

Grant Count

7

+0.0% YoY

Avg Grant Size

$14K

-13.6% YoY

Under IRS private-foundation payout rules, The Jeffery Family Foundation reported a distributable amount of $165K for 2024 — the minimum it must pay out in qualifying distributions.

About The Jeffery Family Foundation

Based on IRS filings

The Jeffery Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PALM BEACH, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.7M in total assets. In 2024, it awarded 7 grants totaling $95K. Net investment income was $270K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

JupiterPalm BeachWest Palm Beach

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$351K$702K$1M$1M20202021202220232024
Metric202420232022
Total Assets$3,691,292$2,559,239$2,146,374
Revenue$1,275,519$550,243$-90,927
Expenses$143,466$137,378$82,085
Qualifying Distributions$99,500$114,975$62,000
Net Investment Income$269,742$58,526$9,532
Distributable Amount$164,583$105,873$108,798

Giving Over Time

Total grant dollars and number of grants per year

$0$28K$55K$83K$110K2 grants20203 grants20215 grants20227 grants20237 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

PALM BEACH ATLANTIC UNIV…$25KJUPITER MEDICAL CENTER F…$15KPALM BEACH CIVIC ASSOCIA…$15KPALM BEACH DRAMAWORKS$10KPALM BEACH FREEDOM INSTI…$10KTHE PALM BEACH POLICE & …$10KTOWN OF PALM BEACH UNITE…$10K

Grant Size Distribution

24 grants across all recorded years

24<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Palm Beach Atlantic University ($25,000), Jupiter Medical Center Foundation ($15,000), Palm Beach Civic Association ($15,000).

RecipientPurposeAmount
JUPITER MEDICAL CENTER FOUNDATION JUPITER, FLTO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION$15,000
PALM BEACH ATLANTIC UNIVERSITY WEST PALM BEACH, FLTO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION$25,000
PALM BEACH CIVIC ASSOCIATION PALM BEACH, FLTO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION$15,000
PALM BEACH DRAMAWORKS WEST PALM BEACH, FLTO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION$10,000
PALM BEACH FREEDOM INSTITUTE PALM BEACH, FLTO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION$10,000
THE PALM BEACH POLICE & FIRE FOUNDATION PALM BEACH, FLTO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION$10,000
TOWN OF PALM BEACH UNITED WAY PALM BEACH, FLTO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
REUBEN JEFFERY IIITRUSTEE0.5

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Jeffery Family Foundation?

The Jeffery Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PALM BEACH, FL. It holds $3.7M in total assets as of 2024.

How large is The Jeffery Family Foundation?

As of 2024, The Jeffery Family Foundation holds $3.7M in total assets with $1.3M in annual revenue. It awarded 7 grants totaling $95K in 2024.

Where does The Jeffery Family Foundation operate?

The Jeffery Family Foundation has awarded grants in Florida.

What size grants does The Jeffery Family Foundation award?

In 2024, The Jeffery Family Foundation awarded 7 grants totaling $95K — an average of about $14K per grant, based on its IRS Form 990 filings.

How much is The Jeffery Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Jeffery Family Foundation reported a distributable amount of $165K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Jeffery Family Foundation's EIN?

The Jeffery Family Foundation's EIN (Employer Identification Number) is 35-7214261. IRS Form 990 filing data is available on this page for 2020–2024.

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

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