Nonprofit · EIN 95-3594410
JEFFRIES FAMILY SCHOLARSHIP
Tax-exempt · NEW YORK, NY 10022
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $1,243,252 | $924,539 | $318,713 | $12,528,749 | $42,531 | $12,486,218 |
| June 30, 2024 | 990 | $326,715 | $909,333 | -$582,618 | $12,435,974 | $29,827 | $12,406,147 |
| June 30, 2023 | 990 | $984,974 | $724,624 | $260,350 | $11,887,555 | $32,233 | $11,855,322 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $101,875
- Dividends
- $353,733
- Net gain from sales of assets
- $787,644
Expenses
- Grants and similar amounts paid
- $731,288
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $731,288
- Excise tax on investment income
- $14,331
Balance sheet and other
- Total assets, start of year
- $12,435,974
- Total assets, end of year
- $12,528,749
- Total liabilities, end of year
- $42,531
- Net assets, end of year
- $12,486,218
- Fair market value of assets
- $12,528,749
- Qualifying distributions
- $731,288
- Net investment income
- $1,141,377
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Chanel Brewster 520 Madison Avenue, New York, NY 10022 | Director | 1 | $0 |
| Mark Sahler 520 Madison Avenue, New York, NY 10022 | Director | 1 | $0 |
| Jeffrey Agnew 520 Madison Avenue, New York, NY 10022 | Co-Chairman | 3 | $0 |
| Chris Kanoff 520 Madison Avenue, New York, NY 10022 | Co-Chairman | 1 | $0 |
| Larry Dunn 520 Madison Avenue, New York, NY 10022 | Investment Chair | 1 | $0 |
| Carrera Jefferies Shea 520 Madison Avenue, New York, NY 10022 | Secretary | 1 | $0 |
| Richard Garrison 520 Madison Avenue, New York, NY 10022 | Treasurer | 4 | $0 |
| Mo Ahmed 520 Madison Avenue, New York, NY 10022 | Director | 1 | $0 |
| Julia Dworkin 520 Madison Avenue, New York, NY 10022 | Director | 1 | $0 |
| Paul Gray 520 Madison Avenue, New York, NY 10022 | Director | 1 | $0 |
| Zachary Goldberg 520 Madison Avenue, New York, NY 10022 | Director | 1 | $0 |
| Chase Upshaw 520 Madison Avenue, New York, NY 10022 | Director | 1 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Chanel Brewster | Director Trustee or director | 1 | $0 |
| Mark Sahler | Director Trustee or director | 1 | $0 |
| Jason Schechter | Director Trustee or director | 1 | $0 |
| Jeffrey Agnew | Co-Chairman Trustee or director, Officer | 3 | $0 |
| Chris Kanoff | Co-Chairman Trustee or director, Officer | 1 | $0 |
| Larry Dunn | Investment Chair Trustee or director, Officer | 1 | $0 |
| Carrera Jefferies Shea | Secretary Trustee or director, Officer | 1 | $0 |
| Richard Garrison | Treasurer Trustee or director, Officer | 4 | $0 |
| Mo Ahmed | Director Trustee or director | 1 | $0 |
| Julia Dworkin | Director Trustee or director | 1 | $0 |
| Paul Gray | Director Trustee or director | 1 | $0 |
| Zachary Goldberg | Director Trustee or director | 1 | $0 |
| Chase Upshaw | Director Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Chanel Brewster | Director Trustee or director | 1 | $0 |
| Mark Sahler | Director Trustee or director | 1 | $0 |
| Jason Schechter | Director Trustee or director | 1 | $0 |
| Jeffrey Agnew | Co-Chairman Trustee or director, Officer | 3 | $0 |
| Chris Kanoff | Co-Chairman Trustee or director, Officer | 1 | $0 |
| Larry Dunn | Investment Chair Trustee or director, Officer | 1 | $0 |
| Carrera Jefferies Shea | Secretary Trustee or director, Officer | 1 | $0 |
| Richard Garrison | Treasurer Trustee or director, Officer | 4 | $0 |
| Mo Ahmed | Director Trustee or director | 1 | $0 |
| Julia Dworkin | Director Trustee or director | 1 | $0 |
| Paul Gray | Director Trustee or director | 1 | $0 |
| Zachary Goldberg | Director Trustee or director | 1 | $0 |
| Chase Upshaw | Director Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 520 MADISON AVENUE 11TH FLOOR, NEW YORK, NY 10022-4213
- Signed the 990-PF
- Richard Garrison, Treasurer
- Phone
- (212) 707-6477
- Website
- www.jefferiesscholarship.org
- Return prepared by
- Reese Henry & Company Inc
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 | Check at the IRS |
| 2023 | December 31, 2023 | May 15, 2024 | Check at the IRS |
IRS record
- EIN
- 95-3594410
- 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
- 1985
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $12,528,749
- Income (IRS master file)
- $3,718,475
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $1,243,252 | $924,539 | $12,528,749 | XML |
| 990 | June 2024 | $326,715 | $909,333 | $12,435,974 | XML |
| 990 | June 2023 | $984,974 | $724,624 | $11,887,555 | XML |
| 990 | June 2022 | $843,027 | $584,198 | $11,492,094 | IRS |
| 990 | 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 95-3594410).
Questions about JEFFRIES FAMILY SCHOLARSHIP
- What is the EIN of JEFFRIES FAMILY SCHOLARSHIP?
- The employer identification number (EIN) of JEFFRIES FAMILY SCHOLARSHIP is 95-3594410.
- Is JEFFRIES FAMILY SCHOLARSHIP tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to JEFFRIES FAMILY SCHOLARSHIP tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JEFFRIES FAMILY SCHOLARSHIP file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JEFFRIES FAMILY SCHOLARSHIP 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 JEFFRIES FAMILY SCHOLARSHIP last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of JEFFRIES FAMILY SCHOLARSHIP?
- The 990-PF for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does JEFFRIES FAMILY SCHOLARSHIP have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $1,243,252, expenses of $924,539 and total assets of $12,528,749 at year end.
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