Jefferson Family Charitable Foundation Tr Agreement is located in Palm City, FL. The organization was established in 2015. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Jefferson Family Charitable Foundation Tr Agreement is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Jefferson Family Charitable Foundation Tr Agreement generated $167.4k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (4.2%) each year. All expenses for the organization totaled $419.1k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2014, Jefferson Family Charitable Foundation Tr Agreement has awarded 291 individual grants totaling $1,983,950. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $4,105 |
| Dividends & Interest | $108,530 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $54,466 |
| Capital Gain Net Income | $54,466 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $266 |
| Total Revenue | $167,367 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $60,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $4,590 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $81,973 |
| Total operating and administrative expenses | $152,313 |
| Contributions, gifts, grants paid | $266,800 |
| Total expenses and disbursements | $419,113 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $117,566 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $5,149,721 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Over the last fiscal year, Jefferson Family Charitable Foundation Tr Agreement has awarded $266,800 in support to 50 organizations.
| Grant Recipient | Amount |
|---|---|
THE CAUMSETT FOUNDATION PURPOSE: TO SUPPORT AND ENHANCECAUMSETT STATE HISTORICPARK PRESERVE AS A UNIQUE AND HISTORICAL ENVIRONMENT | $6,000 |
CHOCURA CHAPEL ASSOCIATION PURPOSE: CHURCH | $2,000 |
COLD SPRING HARBOR LABORATORY PURPOSE: GENERAL | $25,000 |
EPISCOPAL CHURCH OF THE ADVENT PURPOSE: CHURCH | $0 |
FLORIDA OCEANOGRAPHIC INSTITUTE PURPOSE: GENERAL | $10,000 |
FLUTTERBY FOUNDATION PURPOSE: GENERAL | $0 |