Jefferson Family Charitable Foundation Tr Agreement

Paul Marchese Ttee
  • Palm City, FL
  • Tax exemption issued: April 2015
  • EIN: 47-6491632

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Organizations with gross receipts of less than $50,000 can file the form 990-N postcard filing, which doesn’t include financial details. All Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$135,213
Expenses
$411,193
Net Income
-$275,980
Net Assets
$5,347,460
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $4,063
3.0%
Dividends $125,738
93.0%
Sales of Assets $0
Other Income $5,412
4.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $292,195
71.1%
Compensation of Officers* $60,000
14.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,347,460
Total Liabilities $0
Net Assets $5,347,460
Compensation
Key Employees and Officers Compensation Other
Bradford Lamb (Trustee) $60,000 $0

Document Links

990-PF
Filed on Nov. 17, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$127,136
Expenses
$409,545
Net Income
-$282,409
Net Assets
$5,136,035
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $6,798
5.3%
Dividends $120,271
94.6%
Sales of Assets $0
Other Income $67
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $295,579
72.2%
Compensation of Officers* $60,000
14.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,136,035
Total Liabilities $0
Net Assets $5,136,035
Compensation
Key Employees and Officers Compensation Other
Gordon Lamb (Trustee) $60,000 $0

Document Links

990-PF
Filed on Nov. 11, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$167,367
Expenses
$419,113
Net Income
-$251,746
Net Assets
$5,149,721
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $4,105
2.5%
Dividends $108,530
64.8%
Sales of Assets $54,466
32.5%
Other Income $266
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $302,361
72.1%
Compensation of Officers* $60,000
14.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,149,721
Total Liabilities $0
Net Assets $5,149,721
Compensation
Key Employees and Officers Compensation Other
Gordon Lamb (Trustee) $60,000 $0

Document Links

990-PF
Filed on Nov. 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$258,789
Expenses
$392,208
Net Income
-$133,419
Net Assets
$5,771,010
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3,907
1.5%
Dividends $110,958
42.9%
Sales of Assets $143,924
55.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $266,500
67.9%
Compensation of Officers* $60,000
15.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,771,010
Total Liabilities $0
Net Assets $5,771,010
Compensation
Key Employees and Officers Compensation Other
Gordon Lamb (Trustee) $60,000 $0

Document Links

990-PF
Filed on Nov. 14, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$266,911
Expenses
$396,083
Net Income
-$129,172
Net Assets
$5,011,214
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $6,960
2.6%
Dividends $135,966
50.9%
Sales of Assets $115,690
43.3%
Other Income $8,295
3.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $285,454
72.1%
Compensation of Officers* $60,000
15.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,011,215
Total Liabilities $1
Net Assets $5,011,214
Compensation
Key Employees and Officers Compensation Other
Gordon Lamb (Trustee) $60,000 $0

Document Links

990-PF
Filed on Nov. 11, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$329,331
Expenses
$374,329
Net Income
-$44,998
Net Assets
$5,043,410
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $6,475
2.0%
Dividends $149,784
45.5%
Sales of Assets $171,669
52.1%
Other Income $1,403
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $260,344
69.5%
Compensation of Officers* $60,000
16.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,043,411
Total Liabilities $1
Net Assets $5,043,410
Compensation
Key Employees and Officers Compensation Other
Gordon Lamb (Trustee) $60,000 $0

Document Links

990-PF
Filed on Nov. 16, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$478,660
Expenses
$370,930
Net Income
$107,730
Net Assets
$4,558,648
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $15,059
3.1%
Dividends $182,848
38.2%
Sales of Assets $280,120
58.5%
Other Income $633
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $258,922
69.8%
Compensation of Officers* $60,000
16.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,558,648
Total Liabilities $0
Net Assets $4,558,648
Compensation
Key Employees and Officers Compensation Other
Gordon Lamb (Trustee) $60,000 $0

Document Links

990-PF
Filed on Nov. 8, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$281,027
Expenses
$379,809
Net Income
-$98,782
Net Assets
$5,178,650
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $10,689
3.8%
Dividends $165,266
58.8%
Sales of Assets $104,960
37.3%
Other Income $112
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $271,694
71.5%
Compensation of Officers* $60,000
15.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,178,650
Total Liabilities $0
Net Assets $5,178,650
Compensation
Key Employees and Officers Compensation Other
Gordon Lamb (Trustee) $60,000 $0

Document Links

990-PF
Filed on July 3, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$203,393
Expenses
$472,816
Net Income
-$269,423
Net Assets
$4,731,009
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,819
1.4%
Interest Revenue $0
Dividends $102,204
50.2%
Sales of Assets $97,970
48.2%
Other Income $400
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $364,820
77.2%
Compensation of Officers* $60,000
12.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,731,009
Total Liabilities $0
Net Assets $4,731,009
Compensation
Key Employees and Officers Compensation Other
Gordon Lamb (Trustee) $60,000 $0

Document Links

990-PF
Filed on Nov. 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$236,167
Expenses
$294,528
Net Income
-$58,361
Net Assets
$4,802,795
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $9,711
4.1%
Interest Revenue $0
Dividends $111,972
47.4%
Sales of Assets $112,697
47.7%
Other Income $1,787
0.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $150,000
50.9%
Compensation of Officers* $60,000
20.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,802,795
Total Liabilities $0
Net Assets $4,802,795
Compensation
Key Employees and Officers Compensation Other
Gordon Lamb (Trustee) $60,000 $0

Document Links

990-PF
Filed on Oct. 4, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,052,975
Expenses
$52,954
Net Income
$5,000,021
Net Assets
$4,991,916
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $4,980,528
98.6%
Interest Revenue $323
0.0%
Dividends $24,096
0.5%
Sales of Assets $48,028
1.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $52,954
100%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,991,916
Total Liabilities $0
Net Assets $4,991,916
Compensation
Key Employees and Officers Compensation Other
Gordon Lamb (Trustee) $0 $0

Document Links

990-PF
Filed on Oct. 27, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains financial information from tax returns processed by the IRS since the 2012 calendar years, as well as data extracted from digital filings. IRS summary data also includes limited older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits for nonprofit organizations that spent $750,000 or more in federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Most organizations that have been recognized as tax exempt by the IRS have to file the Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file the Form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard," which does not contain financial details. Churches are not required to file Form 990.

Nonprofit Explorer has organizations that are claiming tax exemption in any of the 27 subsections of the 501(c) section of the tax code. Taxable trusts and private foundations that are required to file a form 990PF are also included.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes Employer Identification Numbers and summary financials as structured data.
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  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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