Jefferson Family Charitable | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Jefferson Family Charitable. Data shown is extracted from Form 990-PF filings.
EIN: 81-0688510
Foundation Overview
Based in Missoula, MT, Jefferson Family Charitable has awarded 21 grants totaling $386,656 to organizations in New Mexico, Montana and 1 other state across the US. Individual grants range from $50 to $96,048, with a median award of $10,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
3 of 4 recipients (75%) were new grantees. Foundation prioritizes discovering new partners. Most funding supports first-time applicants with compelling missions.
Geographic Focus
90% of all grants are concentrated in New Mexico, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within New Mexico, funding concentrates in Albuquerque (89%), Calgary (11%).
Funding Trajectory
Strong 391% growth in annual giving over 7 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Diversified giving across multiple program areas with primary emphasis on community projects (50%). This broad approach suggests openness to various causes and innovative cross-sector solutions.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Jefferson Family Charitable's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Presbyterian Healthcare Foundation | $43,504 | Albuquerque, NM, US | Community Health | 2024 |
| Crosspoint Community Church | $5,000 | Missoula, MT, US | Religious | 2024 |
| La Cueva High School | $50 | Albuquerque, NM, US | Educational | 2024 |
| Raymond James Donor Advised Fund | $96,048 | St Peterburg, FL, US | Charitable | 2024 |
| Presbyterian Healthcare Foundation | $48,847 | Albuquerque, NM, US | Community Health | 2023 |
| Benevity | $2,000 | Calgary, NM, US | Social Impact | 2023 |
| Presbyterian Healthcare Foundation | $48,847 | Albuquerque, NM, US | Community Health | 2023 |
| Benevity | $2,000 | Calgary, NM, US | Social Impact | 2023 |
| Presbyterian Healthcare Foundation | $10,000 | Albuquerque, NM, US | Community Health | 2022 |
| Presbyterian Healthcare Foundation | $10,000 | Albuquerque, NM, US | Community Health | 2022 |
| Presbyterian Healthcare Foundation | $10,000 | Albuquerque, NM, US | Community Health | 2022 |
| Presbyterian Healthcare Foundation | $20,000 | Albuquerque, NM, US | Community Health | 2021 |
| Presbyterian Healthcare Foundation | $20,000 | Albuquerque, NM, US | Community Health | 2021 |
| United Way Of New Mexico | $10,000 | Albuquerque, NM, US | Community Fund | 2020 |
| Presbyterian Healthcare Foundation | $8,500 | Albuquerque, NM, US | Community Health | 2020 |
| United Way Of New Mexico | $10,000 | Albuquerque, NM, US | Community Fund | 2018 |
| Presbyterian Healthcare Foundation | $7,430 | Albuquerque, NM, US | Community Health | 2018 |
| University Of New Mexico | $5,000 | Albuquerque, NM, US | General Support | 2018 |
| United Way Of New Mexico | $17,430 | Albuquerque, NM, US | Community Fund | 2017 |
| Presbyterian Healthcare Foundation | $10,000 | Albuquerque, NM, US | Community Health | 2017 |
| University Of New Mexico | $2,000 | Albuquerque, NM, US | General Support | 2017 |
Foundations Similar to Jefferson Family Charitable
Discover 5 foundations with comparable assets ($0-$0), similar grant patterns, and geographic focus in MT that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Helena Community Connections Inc
EIN: 81-3281055 | 6 grants awarded |
$0
(≈ Similar) |
$5,500
median grant |
Helena, MT
Same state |
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|
Fred L Robinson Fund
EIN: 23-7079421 | 4 grants awarded |
$0
(≈ Similar) |
$10,000
median grant |
Bozeman, MT
Same state |
|
|
Florian Baldwin Charitable Trust Fbo Roundup Hospital
EIN: 81-6092857 | 5 grants awarded |
$0
(≈ Similar) |
$16,437
median grant |
Great Falls, MT
Same state |
|
|
Florian Baldwin Charitable Trust Fbo St Vincent Fdtn-northern Rockie
EIN: 81-6092856 | 5 grants awarded |
$0
(≈ Similar) |
$14,551
median grant |
Great Falls, MT
Same state |
|
|
Talbot Family Foundation
EIN: 06-1641448 | 4 grants awarded |
$0
(≈ Similar) |
$20,000
median grant |
Bozeman, MT
Same state |
|
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Contact Information
Official contact details for Jefferson Family Charitable as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 81-0688510 |
| Website | N/A |
| Address | 10655 HORSEBACK RIDGE RD Missoula, MT 59804-0000 |
Key People (4)
Board members, trustees, and key staff who oversee Jefferson Family Charitable's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| President | Robert K Jefferson |
|---|---|
| Secretary/tr | Camille R Jefferson |
| Vice Preside | Tyler C Jefferson |
| Vice Preside | Kathleen M Jefferson |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Jefferson Family Charitable is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
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