2024-11-14T15:43:02-06:00 2023-12-31 043115112 Steven A Branson Esq 37 School House Rd Unit 10 Weymouth MA 021884164 990PF 2023-01-01 223151628 The Joe Lewis Jefferson Foundation Inc c/o Steven A Branson Esq JOEL 7818004024 37 School House Rd Weymouth MA 02188 Mark S Ptashne President 7818004024 2024-11-13 1 Steven A Branson P00044165 7818004024 2024-11-13 X 2023 2024-10-15 13:58:12Z X 1856741 X 98185 50 50 9030 9030 0 107265 9080 0 0 0 0 0 7870 0 0 0 150 0 0 0 3645 0 0 0 11665 0 0 0 97200 97200 108865 0 0 97200 -1600 9080 0 583924 469863 469863 4483 202835 202835 856835 856835 1184043 1445242 1529533 1856741 0 0 X 1445242 1529533 0 0 0 0 1445242 1529533 1445242 1529533 1445242 -1600 85891 1529533 0 1529533 126 0 126 0 126 0 0 0 0 0 0 126 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 1 0 0 1 N/A Steven A Branson Esq 7818004024 37 School House Rd Unit 10 Weymouth MA 02188 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Mark S Ptashne 9 East 79th St 12th floor New York NY 10075 Pres., Treas., Director 1.00 0 0 0 Lucy H Gordon 9 East 79th St 12th floor New York NY 10075 Director 0.50 0 0 0 James Doon 9 East 79th St 12th floor New York NY 10075 Director 1.00 0 0 0 Steven A Branson 37 School House Rd Unit 10 Weymouth MA 02188 Clerk 0.50 0 0 0 NONE 0 NONE 0 0 105220 528756 1184043 1818019 23493 0 1818019 27270 1790749 89537 89537 126 126 89411 0 89411 0 89411 97200 0 97200 89411 0 0 295970 3077 437890 7787 38627 783351 97200 0 0 0 89411 7789 0 0 791140 0 0 0 0 0 0 295970 495170 3077 437890 7787 38627 7789 X Carnegie Hall Patron 881 Seventh Ave New York NY 10019 qualified supporting foundation purposes 3000 Reflections International Series 10 Waterside Plaza Ste 21D New York NY 10010 qualified supporting foundation purposes 40000 Ensemble Iberica 4001 Gladstone Blvd Kansas City MO 64123 qualified supporting foundation purposes 1000 Halycon Festival 43 Lee St 2 Cambridge MA 02139 qualified supporting foundation purposes 40000 Fractured Atlas PO Box 55 Hartsdale NY 105300055 qualified supporting foundation purposes 1000 Pan-Mass Challenge 77 Fourth Ave Needham MA 02494 qualified supporting foundation purposes 1200 The Perlman Music Program 19 West 69th Street Suite 1101 New York NY 10023 qualified supporting foundation purposes 2500 Ruth's Refuge 130 Fenimore St 3i Brooklyn NY 11225 qualified supporting foundation purposes 1000 The Metropolitan Opera Lincoln Center New York NY 10023 qualified supporting foundation purposes 5000 Greenwich House Music School 46 Barrow Street New York NY 10014 qualified supporting foundation purposes 2500 97200 0 14 50 14 9030 0 9080 0 9080 1 funds used to facilitate charitable purposes 0 0 0 0 0 0 0 0 0 0 X X 1 Mark Ptashne & Lucy H Gordon 9 East 79th St 12th floor New York NY 10075 98185 X Merrill Lynch #749-04C41 AT COST 98695 98695 Axiom Capital #RK9-00646 AT COST 104140 104140 Professional fees 7870 0 0 0 Musical Instruments 856835 856835 1184043 Investment fees 150 0 0 0 Instrument insurance 3495 0 0 0 change in value 85891 Funds held to cover expenses and facilitate operations Lucy H Gordon and Mark S Ptashne 9 East 79th St 12 florr New York NY 10075 Annual fees 150 0 0 0