Nonprofit · EIN 47-6491632
JEFFERSON FAMILY CHARITABLE FOUNDATION TR AGREEMENT
Also known as PAUL MARCHESE TTEE
Tax-exempt · PALM CITY, FL 34990
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $135,213 | $411,193 | -$275,980 | $5,347,460 | $0 | $5,347,460 |
| December 31, 2023 | 990-PF | $127,136 | $409,545 | -$282,409 | $5,136,035 | $0 | $5,136,035 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $125,738
- Interest
- $4,063
- Other income
- $5,412
Expenses
- Grants and similar amounts paid
- $251,480
- Compensation of officers, directors and key employees
- $60,000
- Disbursements for charitable purposes
- $292,195
- Excise tax on investment income
- $5,753
Balance sheet and other
- Total assets, start of year
- $5,136,035
- Total assets, end of year
- $5,347,460
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,347,460
- Fair market value of assets
- $5,347,460
- Qualifying distributions
- $292,195
- Net investment income
- $532,914
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRADFORD LAMB 107 EDNAM PLACE, CHARLOTTESVILLE, VA 22903 | TRUSTEE | 5 | $60,000 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GORDON LAMB 1100 SW Shoreline Drive 101, PALM CITY, FL 34990 | TRUSTEE | 5 | $60,000 |
Address and contacts
- Address (IRS master file)
- 1100 SW SHORELINE DR APT 101, PALM CITY, FL 34990-4541
- In care of
- % BRADFORD LAMB
- Signed the 990-PF
- BRADFORD LAMB, TRUSTEE
- Phone
- (434) 960-0118
- Return prepared by
- KOONDEL COHEN & LAMPERT 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 | Not 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
- 47-6491632
- 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
- 2015
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $5,347,460
- Income (IRS master file)
- $135,213
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $135,213 | $411,193 | $5,347,460 | XML |
| 990-PF | December 2023 | $127,136 | $409,545 | $5,136,035 | 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 47-6491632).
Questions about JEFFERSON FAMILY CHARITABLE FOUNDATION TR AGREEMENT
- What is the EIN of JEFFERSON FAMILY CHARITABLE FOUNDATION TR AGREEMENT?
- The employer identification number (EIN) of JEFFERSON FAMILY CHARITABLE FOUNDATION TR AGREEMENT is 47-6491632.
- Is JEFFERSON FAMILY CHARITABLE FOUNDATION TR AGREEMENT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to JEFFERSON FAMILY CHARITABLE FOUNDATION TR AGREEMENT tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JEFFERSON FAMILY CHARITABLE FOUNDATION TR AGREEMENT file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JEFFERSON FAMILY CHARITABLE FOUNDATION TR AGREEMENT due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JEFFERSON FAMILY CHARITABLE FOUNDATION TR AGREEMENT last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of JEFFERSON FAMILY CHARITABLE FOUNDATION TR AGREEMENT?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $60,000 (BRADFORD LAMB, TRUSTEE).
- How much revenue does JEFFERSON FAMILY CHARITABLE FOUNDATION TR AGREEMENT have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $135,213, expenses of $411,193 and total assets of $5,347,460 at year end.
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