Nonprofit · EIN 35-7004054
THE CATHERINE JEFFERSON FOUNDATION
Also known as BRETT R JEFFERSON TTEE
Tax-exempt · DURHAM, NC 27713
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $8,476,305 | $7,039,372 | $1,436,933 | $32,020,051 | $0 | $32,020,051 |
| December 31, 2024 | 990-PF | $14,254,680 | $4,488,212 | $9,766,468 | $30,583,118 | $0 | $30,583,118 |
| December 31, 2023 | 990-PF | $5,780,506 | $2,682,799 | $3,097,707 | $20,816,650 | $0 | $20,816,650 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $150,000
- Dividends
- $540,173
- Interest
- $6,796,049
- Net gain from sales of assets
- $112,165
- Other income
- $877,918
Expenses
- Grants and similar amounts paid
- $2,876,821
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $2,876,821
- Excise tax on investment income
- $58,453
Balance sheet and other
- Total assets, start of year
- $30,583,118
- Total assets, end of year
- $32,020,051
- Total liabilities, end of year
- $0
- Net assets, end of year
- $32,020,051
- Fair market value of assets
- $35,500,230
- Qualifying distributions
- $2,876,821
- Net investment income
- $8,326,305
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-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CATHERINE JEFFERSON 247 ROSEMONT DRIVE, DURHAM, NC 27713 | TRUSTEE | 1 | $0 |
| BRETT JEFFERSON 247 ROSEMONT DRIVE, DURHAM, NC 27713 | TRUSTEE | 1 | $0 |
| KAREN CARLISLE 79 HEWLETT AVE, RYE, NY 10580 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CATHERINE JEFFERSON 108 EDWARD BOOTH LANE, DURHAM, NC 27713 | TRUSTEE | 1 | $0 |
| BRETT JEFFERSON 108 EDWARD BOOTH LANE, DURHAM, NC 27713 | TRUSTEE | 1 | $0 |
| KAREN CARLISLE 79 HEWLETT AVE, RYE, NY 10580 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CATHERINE JEFFERSON 225 TOKENEKE ROAD, DARIEN, CT 06820 | TRUSTEE | 1 | $0 |
| BRETT JEFFERSON 225 TOKENEKE ROAD, DARIEN, CT 06820 | TRUSTEE | 1 | $0 |
| KAREN CARLISLE 79 HEWLETT AVE, RYE, NY 10580 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 247 ROSEMONT DRIVE, DURHAM, NC 27713-0000
- In care of
- % BRETT R JEFFERSON
- Signed the 990-PF
- CATHERINE JEFFERSON, TRUSTEE
- Phone
- (917) 509-9359
- Return prepared by
- JOEL ISAACSON & CO LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 35-7004054
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T12)
- Assets (IRS master file)
- $32,020,051
- Income (IRS master file)
- $11,830,381
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $8,476,305 | $7,039,372 | $32,020,051 | XML |
| 990-PF | December 2024 | $14,254,680 | $4,488,212 | $30,583,118 | IRS |
| 990-PF | December 2023 | $5,780,506 | $2,682,799 | $20,816,650 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 35-7004054).
Questions about THE CATHERINE JEFFERSON FOUNDATION
- What is the EIN of THE CATHERINE JEFFERSON FOUNDATION?
- The employer identification number (EIN) of THE CATHERINE JEFFERSON FOUNDATION is 35-7004054.
- Is THE CATHERINE JEFFERSON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to THE CATHERINE JEFFERSON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE CATHERINE JEFFERSON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE CATHERINE JEFFERSON FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE CATHERINE JEFFERSON FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of THE CATHERINE JEFFERSON FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does THE CATHERINE JEFFERSON FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $8,476,305, expenses of $7,039,372 and total assets of $32,020,051 at year end.
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