2026-04-11T08:13:35-05:00 2025-12-31 043115112 Steven A Branson Esq 37 School House Rd Unit 10 Weymouth MA 021884164 990PF 2025-01-01 223151628 The Joe Lewis Jefferson Foundation Inc c/o Steven A Branson Esq JOEL 7818004024 37 School House Rd 10 Weymouth MA 02188 Mark S Ptashne President 7818004024 2026-03-26 1 Steven A Branson P00044165 7818004024 2026-03-26 X 2025 2025-03-06 01:10:19Z X 1725039 X 0 X 9440 9440 56609 78000 21391 66049 30831 0 0 0 3175 0 0 4080 0 0 7255 0 0 81000 81000 88255 0 81000 -22206 30831 268354 140827 140827 207699 219269 219269 951835 1037735 1364943 1427888 1397831 1725039 0 0 X 1427888 1397831 0 0 0 0 1427888 1397831 1427888 1397831 1427888 -22206 0 1405682 7851 1397831 Charles Schwab P 78000 56609 21391 21391 21391 429 0 429 0 429 0 0 0 0 0 0 429 0 0 0 0 0 0 0 0 0 0 0 1 MA 1 0 0 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 0.00 0 0 0 NONE 0 NONE 0 0 359000 0 0 359000 75000 0 359000 5385 353615 17681 17681 429 429 17252 0 17252 0 17252 81000 0 81000 17252 0 0 89267 89267 81000 0 0 0 17252 63748 0 0 153015 0 0 0 0 0 0 0 153015 89267 63748 X ASPCA PO Box 96929 Washington DC 20090 PC supporting foundation purposes 1000 Carnegie Hall 881 Seventh Ave New York NY 10019 PC supporting foundation purposes 3000 Halycon Music Festival 43 Lee St 2 Cambridge MA 02139 PC supporting foundation purposes 45000 Maizie Holton Foundation 9 East 79th St New York NY 10075 PC supporting foundation purposes 500 Opus 118 433 E 100th St 301D New York NY 10029 PC supporting foundation purposes 5000 Reflections Series 9 East 79th St New York NY 10075 PC supporting foundation purposes 15000 Reflections Series 10 Waterside Plaza Ste 21D New York NY 10010 PC supporting foundation purposes 10000 The Knights 1275 Prospect Avenue Brooklyn NY 11218 PC supporting foundation purposes 1500 81000 0 14 9440 523000 56609 56609 9440 0 66049 1 funds used to facilitate charitable purposes 0 0 0 0 0 0 0 0 0 0 Merrill Lynch #749-04C41 AT COST 152264 152264 Charles Schwab AT COST 67005 67005 Professional fees 3175 0 0 Musical instruments 951835 1037735 1364943 change in value 7851 Instrument insurance 3280 0 0 Instrument commissions 800 0 0 Funds held to cover expenses and facilitate operations