The Joe Lewis Jefferson Foundation Inc

WEYMOUTH, MA EIN: 22-3151628

The Joe Lewis Jefferson Foundation Inc is a 501(c)(3) charitable organization located in Weymouth, Massachusetts. The foundation operates as a grantmaking entity supporting nonprofit organizations through direct financial grants.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.4M

-6.6% YoY

Annual Giving

$106K

+8.8% YoY

Grant Count

14

+40.0% YoY

Avg Grant Size

$8K

-22.3% YoY

Under IRS private-foundation payout rules, The Joe Lewis Jefferson Foundation Inc reported a distributable amount of $19K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Grantmaking

The foundation is an active grantmaker with a demonstrated commitment to distributing funds across numerous organizations. Recent grantmaking activity includes:

Grant Range

s.

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Geographic Focus

Where this funder awards grants

The foundation is based in Weymouth, Massachusetts (37 School House Road, Unit 10, Weymouth, MA 02188-4164) and operates within the region.

Grant Distribution by State

9states
+1 more states

Cities

BostonBridgehamptonBrooklynCambridgeEdgartownFresh MeadowsHartsdaleKansas CityLexingtonMadisonManhassetNeedhamNew YorkNewportOak BluffsParkvillePhiladelphiaPortlandWashingtonWellesley

Financial History

Multi-year comparison from IRS filings

  • Total giving (recent period): $105,750
  • IRS Ruling Year: 1994
  • EIN: 22-3151628
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$148K$295K$443K$591K20202021202220232024
Metric202420232022
Total Assets$1,427,888$1,529,533$1,445,242
Revenue$16,858$107,265$30,115
Expenses$110,744$108,865$155,421
Qualifying Distributions$108,733$97,200$127,000
Net Investment Income$16,842$9,080$5,935
Distributable Amount$19,466$89,411$88,291

Giving Over Time

Total grant dollars and number of grants per year

$0$132K$264K$396K$528K15 grants202013 grants202115 grants202210 grants202314 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Halycon Music Festival$45KReflections Series$20KReflections Series$15KOpus 118$10KThe Knights$5KCarnegie Hall$3KMaizie Holton Foundation$2KHome Moravian$1KFarm Neck Foundation$1KCity Harvest$1K

Grant Size Distribution

67 grants across all recorded years

66<$50K$50–100K$100–250K$250–500K1$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Halycon Music Festival ($45,000), Reflections Series ($20,000), Reflections Series ($15,000).

RecipientPurposeAmount
Maizie Holton Foundation New York, NYsupporting foundation purposes$1,500
Home Moravian WinstonSalem, NCsupporting foundation purposes$1,000
Halycon Music Festival Cambridge, MAsupporting foundation purposes$45,000
Opus 118 New York, NYsupporting foundation purposes$10,000
Reflections Series New York, NYsupporting foundation purposes$20,000
Farm Neck Foundation Oak Bluffs, MAsupporting foundation purposes$1,000
City Harvest Oak Bluffs, MAsupporting foundation purposes$1,000
ASPCA Washington, DCsupporting foundation purposes$1,000
City Meal on Wheels New York, NYsupporting foundation purposes$1,000
Carnegie Hall New York, NYsupporting foundation purposes$3,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Mark S PtashnePres., Treas., Director1
Lucy H GordonDirector0.5
James DoonDirector1
Steven A BransonClerk

Recent News & Activity

Recent developments and announcements

The foundation has maintained consistent grantmaking activity with multiple funding rounds announced in recent years, reflecting ongoing operational engagement with the nonprofit community.

Frequently Asked Questions

How do I apply for a grant from The Joe Lewis Jefferson Foundation Inc?

The foundation is an active grantmaker with a demonstrated commitment to distributing funds across numerous organizations. Recent grantmaking activity includes: • **2025 Round Two**: Distributed 54 grants of $10,000 or less • **2024 Round One**: Awarded 129 grants totaling nearly $3.75 million • **Historical giving**: Has awarded more than $80 million cumulatively as of the 10-year anniversary milestone The foundation appears to conduct multiple grant rounds annually and demonstrates a pattern …

Where does The Joe Lewis Jefferson Foundation Inc make grants?

The foundation is based in Weymouth, Massachusetts (37 School House Road, Unit 10, Weymouth, MA 02188-4164) and operates within the region.

What size grants does The Joe Lewis Jefferson Foundation Inc award?

In 2024, The Joe Lewis Jefferson Foundation Inc awarded 14 grants totaling $106K — an average of about $8K per grant, based on its IRS Form 990 filings.

How much is The Joe Lewis Jefferson Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Joe Lewis Jefferson Foundation Inc reported a distributable amount of $19K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Joe Lewis Jefferson Foundation Inc's EIN?

The Joe Lewis Jefferson Foundation Inc's EIN (Employer Identification Number) is 22-3151628. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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