Nonprofit · EIN 31-1755873
JEFFERSON SCHOLARS FOUNDATION
Tax-exempt · CHARLOTTESVLE, VA 22903
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $36,641,682 | $39,581,142 | -$2,939,460 | $899,123,680 | $93,503,377 | $805,620,303 |
| June 30, 2024 | 990 | $33,151,366 | $32,396,019 | $755,347 | $813,049,948 | $85,763,302 | $727,286,646 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $36,265,524
- Program service revenue
- $0
- Investment income
- $563,355
- Net rental income
- -$415,961
- Net gain from sales of assets
- -$82,689
- Other revenue
- -$187,197
Expenses
- Grants and similar amounts paid
- $26,993,115
- Compensation of officers, directors and key employees
- $2,972,961
- Other salaries and wages
- $1,255,969
- Salaries, compensation and benefits (total)
- $5,414,686
- Professional fundraising fees
- $0
- Legal fees
- $7,618
- Accounting fees
- $50,000
- Occupancy
- $852,595
- Travel
- $209,841
- Depreciation
- $941,968
- Program services (functional)
- $32,601,049
- Management and general (functional)
- $4,091,976
- Fundraising (functional)
- $2,888,117
Balance sheet and other
- Total assets, start of year
- $813,049,948
- Total assets, end of year
- $899,123,680
- Total liabilities, end of year
- $93,503,377
- Net assets, end of year
- $805,620,303
- Land, buildings and equipment
- $19,527,712
- Net assets without donor restrictions
- $25,369,041
- Net assets with donor restrictions
- $780,251,262
- Gross unrelated business income
- -$257,973
- Gross receipts
- $49,094,724
- Employees
- 24
- Volunteers
- 1,320
- Year formed
- 1998
- State of legal domicile
- VA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAMES H WRIGHT | PRESIDENT/SECRETARY/TREASU Officer | 40 | $1,073,848 | $58,950 |
| S PATRICK INGRAM | DIRECTOR OF DEVELOPMENT Key employee | 40 | $336,943 | $162,621 |
| BENJAMIN B SKIPPER | DIRECTOR OF JEFFERSON SCHOLARS PROGRAM AND ALUMNI Key employee | 40 | $256,098 | $45,151 |
| HELEN M DWYER | ASSISTANT SECRETARY Officer | 40 | $235,722 | $37,691 |
| ROBBYN L CALLAHAN | ASSISTANT TREASURER Officer | 40 | $206,041 | $41,997 |
| JAMALA MASSENBURG | DIRECTOR, GRADUATE FELLOWS PROGRAM Highest-paid employee | 40 | $203,096 | $31,763 |
| KEVIN E MURRAY | DIRECTOR OF GIFT PLANNING Highest-paid employee | 40 | $163,451 | $41,597 |
| CHRISTINE E PATRICK | ASSOCIATE DIRECTOR OF DEVELOPMENT Highest-paid employee | 40 | $141,088 | $25,614 |
| JOYCE CARMAN | DIRECTOR OF COMMUNICATIONS Highest-paid employee | 40 | $132,593 | $22,942 |
| LEW BURRUS | DIRECTOR OF TECHNOLOGY Highest-paid employee | 40 | $131,078 | $23,900 |
| WILLIAM L POLK JR | CHAIRMAN OF THE BOARD Trustee or director, Officer | 3 | $0 | $0 |
| FRANKLIN S EDMONDS JR | VICE-CHAIRMAN OF THE BOARD Trustee or director, Officer | 3 | $0 | $0 |
| KAREN CLARKE BARNES | FOUNDATION BOARD OF DIRECT Trustee or director | 2 | $0 | $0 |
| SHAHNAZ BATMANGHELIDJ | FOUNDATION BOARD OF DIRECT Trustee or director | 2 | $0 | $0 |
| T WESTRAY BATTLE III | FOUNDATION BOARD OF DIRECT Trustee or director | 1 | $0 | $0 |
24 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEONARD J BUCK II | FOUNDATION BOARD OF DIRECT Trustee or director | 1 | $0 |
| STEPHEN S CRAWFORD | FOUNDATION BOARD OF DIRECT Trustee or director | 1 | $0 |
| ALLISON C DINARDO | FOUNDATION BOARD OF DIRECT Trustee or director | 1 | $0 |
| MERRY W DOUGHERTY | FOUNDATION BOARD OF DIRECT Trustee or director | 1 | $0 |
| ROBERT W DOWNES | FOUNDATION BOARD OF DIRECT Trustee or director | 2 | $0 |
| KIRKMAN FINLAY III | FOUNDATION BOARD OF DIRECT Trustee or director | 1 | $0 |
| RAYNELLE DEANS GRACE | FOUNDATION BOARD OF DIRECT Trustee or director | 1 | $0 |
| JENNIFER BROWN GWILLIAM | FOUNDATION BOARD OF DIRECT Trustee or director | 1 | $0 |
| J DALE HARVEY II | FOUNDATION BOARD OF DIRECT Trustee or director | 1 | $0 |
| TYLER S HENRITZE | FOUNDATION BOARD OF DIRECT Trustee or director | 1 | $0 |
| PAUL R IZLAR | FOUNDATION BOARD OF DIRECT Trustee or director | 1 | $0 |
| E COURTNEY JOHNSON | FOUNDATION BOARD OF DIRECT Trustee or director | 2 | $0 |
| PETER E KAPLAN JR | FOUNDATION BOARD OF DIRECT Trustee or director | 1 | $0 |
| MARK T MASSEY | FOUNDATION BOARD OF DIRECT Trustee or director | 1 | $0 |
| BRUCE A MILLER | FOUNDATION BOARD OF DIRECT Trustee or director | 2 | $0 |
| TIMOTHY J NAUGHTON | FOUNDATION BOARD OF DIRECT Trustee or director | 2 | $0 |
| ROBERT S PITTS JR | FOUNDATION BOARD OF DIRECT Trustee or director | 1 | $0 |
| ANNE W POOLE | FOUNDATION BOARD OF DIRECT Trustee or director | 1 | $0 |
| LINDA G RENNER | FOUNDATION BOARD OF DIRECT Trustee or director | 1 | $0 |
| JAMES E RYAN | FOUNDATION BOARD OF DIRECT Trustee or director | 1 | $0 |
| DAVE STEVENS | FOUNDATION BOARD OF DIRECT Trustee or director | 2 | $0 |
| DEBORAH H VALENTINE | FOUNDATION BOARD OF DIRECT Trustee or director | 1 | $0 |
| MR ROBERT M WADSWORTH | FOUNDATION BOARD OF DIRECT Trustee or director | 1 | $0 |
| DR SHAN WU | FOUNDATION BOARD OF DIRECT Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 40 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAMES H WRIGHT | PRESIDENT/SECRETARY/TREASU Officer | 40 | $1,217,967 | $340,860 |
| S PATRICK INGRAM | DIRECTOR OF DEVELOPMENT Key employee | 40 | $325,004 | $157,456 |
| BENJAMIN B SKIPPER | DIRECTOR, GRADUATE AND UND Key employee | 40 | $215,231 | $99,184 |
| HELEN M DWYER | ASSISTANT SECRETARY Officer | 40 | $211,353 | $34,074 |
| ROBBYN L CALLAHAN | ASSISTANT TREASURER Officer | 40 | $163,910 | $40,565 |
| KEVIN E MURRAY | DIRECTOR OF GIFT PLANNING Highest-paid employee | 40 | $156,936 | $40,820 |
| LEW BURRUS | DIRECTOR OF TECHNOLOGY Highest-paid employee | 40 | $130,057 | $36,124 |
| CHRISTINE E PATRICK | ASSOCIATE DIRECTOR OF DEVELOPMENT Highest-paid employee | 40 | $136,261 | $24,467 |
| PETER W SCHMIDT | MAJOR GIFT OFFICER Highest-paid employee | 40 | $140,653 | $17,075 |
| JOYCE CARMAN | DIRECTOR OF COMMUNICATIONS Highest-paid employee | 40 | $127,478 | $22,311 |
| WILLIAM L POLK JR | CHAIRMAN OF THE BOARD Trustee or director, Officer | 3 | $0 | $0 |
| FRANKLIN S EDMONDS JR | VICE-CHAIRMAN OF THE BOARD Trustee or director, Officer | 3 | $0 | $0 |
| KAREN CLARKE BARNES | FOUNDATION BOARD OF DIRECT Trustee or director | 2 | $0 | $0 |
| SHAHNAZ BATMANGHELIDJ | FOUNDATION BOARD OF DIRECT Trustee or director | 2 | $0 | $0 |
| T WESTRAY BATTLE III | FOUNDATION BOARD OF DIRECT Trustee or director | 1 | $0 | $0 |
| LEONARD J BUCK II | FOUNDATION BOARD OF DIRECT Trustee or director | 1 | $0 | $0 |
| ROBERT G BYRON | FOUNDATION BOARD OF DIRECT Trustee or director | 2 | $0 | $0 |
| STEPHEN S CRAWFORD | FOUNDATION BOARD OF DIRECT Trustee or director | 1 | $0 | $0 |
| MERRY W DOUGHERTY | FOUNDATION BOARD OF DIRECT Trustee or director | 1 | $0 | $0 |
| ROBERT W DOWNES | FOUNDATION BOARD OF DIRECT Trustee or director | 2 | $0 | $0 |
| KIRKMAN FINLAY III | FOUNDATION BOARD OF DIRECT Trustee or director | 1 | $0 | $0 |
| RAYNELLE DEANS GRACE | FOUNDATION BOARD OF DIRECT Trustee or director | 1 | $0 | $0 |
| JENNIFER BROWN GWILLIAM | FOUNDATION BOARD OF DIRECT Trustee or director | 1 | $0 | $0 |
| J DALE HARVEY II | FOUNDATION BOARD OF DIRECT Trustee or director | 1 | $0 | $0 |
| TYLER S HENRITZE | FOUNDATION BOARD OF DIRECT Trustee or director | 1 | $0 | $0 |
| LAWRENCE D HOWELL II | FOUNDATION BOARD OF DIRECT Trustee or director | 1 | $0 | $0 |
| PAUL R IZLAR | FOUNDATION BOARD OF DIRECT Trustee or director | 1 | $0 | $0 |
| E COURTNEY JOHNSON | FOUNDATION BOARD OF DIRECT Trustee or director | 1 | $0 | $0 |
| MARK T MASSEY | FOUNDATION BOARD OF DIRECT Trustee or director | 1 | $0 | $0 |
| BRUCE A MILLER | FOUNDATION BOARD OF DIRECT Trustee or director | 2 | $0 | $0 |
| TIMOTHY J NAUGHTON | FOUNDATION BOARD OF DIRECT Trustee or director | 2 | $0 | $0 |
| ANNA M NEKORANEC | FOUNDATION BOARD OF DIRECT Trustee or director | 2 | $0 | $0 |
| ROBERT S PITTS JR | FOUNDATION BOARD OF DIRECT Trustee or director | 1 | $0 | $0 |
| ANNE W POOLE | FOUNDATION BOARD OF DIRECT Trustee or director | 1 | $0 | $0 |
| LINDA G RENNER | FOUNDATION BOARD OF DIRECT Trustee or director | 1 | $0 | $0 |
| DAVE STEVENS | FOUNDATION BOARD OF DIRECT Trustee or director | 1 | $0 | $0 |
| DEBORAH H VALENTINE | FOUNDATION BOARD OF DIRECT Trustee or director | 1 | $0 | $0 |
| JAMES E RYAN | FOUNDATION BOARD OF DIRECT Trustee or director | 1 | $0 | $0 |
| THOMAS BW HALL | FOUNDATION BOARD OF DIRECT Trustee or director | 1 | $0 | $0 |
| ALLISON CRYOR DINARDO | FOUNDATION BOARD OF DIRECT Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 112 CLARKE CT, CHARLOTTESVLE, VA 22903-3004
- In care of
- % WRIGHT JAMES PRESIDENT
- Principal officer (990 for 2024)
- ROBBYN L CALLAHAN, 112 CLARKE COURT, CHARLOTTESVILLE, VA 22903
- Signed the 990
- ROBBYN L CALLAHAN, VP AND DIRECTOR OF FINANCE
- Phone
- (434) 243-9029
- Website
- WWW.JEFFERSONSCHOLARS.ORG
- Return prepared by
- HANTZMON WIEBEL LLP
Mission
THE JEFFERSON SCHOLARS FOUNDATION (FOUNDATION) PROVIDES ACADEMIC MERIT-BASED SCHOLARSHIP, FELLOWSHIP AND PROFESSORSHIP SUPPORT TO STUDENTS AND FACULTY AT THE UNIVERSITY OF VIRGINIA (UVA).
Program accomplishments
- SCHOLARSHIP, FELLOWSHIP AND PROFESSORSHIP PROGRAM IN SUPPORT OF UVA.THE FOUNDATION AWARDS ACADEMIC MERIT-BASED SCHOLARSHIPS TO UNDERGRADUATES THAT COVER THE FULL ESTIMATED COST OF ATTENDING UVA FOR FOUR YEARS. THE FOUNDATION ALSO AWARDS ACADEMIC MERIT-BASED, GRADUATE FELLOWSHIPS TO PHD AND MBA CANDIDATES AND TO NATIONAL FELLOWS. DURING FISCAL YEAR 2025, THE FOUNDATION SUPPORTED 190 UNDERGRADUTE SCHOLARS, 50 GRADUATE FELLOWS, AND 6 NATIONAL FELLOWS. THE FOUNDATION FUNDED, IN WHOLE OR IN PART, THE SALARIES, BENEFITS, AND OTHER RELATED COSTS OF 10 UVA PROFESSORS AND PROVIDED SUPPORT FOR 11 GRADUATE STUDENTS WORKING WITH THE PROFESSORS. THE FOUNDATION ALSO OFFERED SEVERAL MERIT- AND NEED-BASED AWARDS TO UNDERGRADUATE FINALISTS. ADDITIONALLY, THE FOUNDATION AWARDED A VARIETY OF FACULTY PRIZES ANNUALLY TO DISTINGUISHED FACULTY MEMBERS BASED ON EXCELLENCE IN TEACHING AND SCHOLARSHIP. OVERALL, THE FOUNDATION PROVIDED FINANCIAL SUPPORT TO 335 STUDENTS AND FACULTY.Expenses $32,601,049 · grants $26,993,115
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 31-1755873
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2001
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $899,123,680
- Income (IRS master file)
- $49,094,724
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $36,641,682 | $39,581,142 | $899,123,680 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $33,151,366 | $32,396,019 | $813,049,948 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $33,501,224 | $33,928,905 | $764,689,436 | IRS |
| 990-T | June 2023 | – | – | – | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-1755873).
Questions about JEFFERSON SCHOLARS FOUNDATION
- What is the EIN of JEFFERSON SCHOLARS FOUNDATION?
- The employer identification number (EIN) of JEFFERSON SCHOLARS FOUNDATION is 31-1755873.
- Is JEFFERSON SCHOLARS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to JEFFERSON SCHOLARS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does JEFFERSON SCHOLARS FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of JEFFERSON SCHOLARS FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JEFFERSON SCHOLARS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of JEFFERSON SCHOLARS FOUNDATION?
- The 990 for the year ended June 30, 2025 names ROBBYN L CALLAHAN.
- Who are the officers and directors of JEFFERSON SCHOLARS FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 39 people; 10 received compensation from the organization, the highest $1,073,848 (JAMES H WRIGHT, PRESIDENT/SECRETARY/TREASU).
- How much revenue does JEFFERSON SCHOLARS FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $36,641,682, expenses of $39,581,142 and total assets of $899,123,680 at year end.
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