Clara L. D. Jeffery Charitable TR
EIN 226138410 Private FoundationTotal Given 2018–2024
$3.7M
6 grants · $522K avg/year
based on 7 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$600K
typical big bets · $600K–$614K
grant size
100%
deep partner · 1/1 multi-year
repeat
$16.2M
Assets (2024)
1
Distinct Recipients
About
NO FILING REQUIREMENT FOR THE STATE OF NEW JERSEY
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(888) 866-3275
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | $618K | $9.1M | $440K | 1 |
| 2020 | $524K | $14.9M | $731K | 1 |
| 2021 | $600K | $17.0M | $3.7M | 1 |
| 2022 | $600K | $13.4M | $1.2M | 1 |
| 2023 | $600K | $14.8M | $1.0M | 1 |
| 2024 | $709K | $16.2M | $451K | 1 |
Grant Size Distribution
Based on 6 grants on record
Minimum
$524K
25th Pctl
$600K
Median
$600K
Average
$609K
75th Pctl
$614K
Maximum
$709K
Geographic Distribution
Officers & Directors
BN
Bank of America NA
6+ yrs
Co-Trustee
SP
Samuel B. Partridge
5 yrs
Co-Trustee
JB
Jeffrey Burke
6+ yrs
Co-Trustee
MP
Mary B. Partridge
6+ yrs
Co-Trustee
LW
LISA Whitescarver
4 yrs
Co-Trustee
SP
Samuel B. Partridge
5 yrs
Co-Trustee
JB
Jeffrey Burke
6+ yrs
Co-Trustee
MP
Mary B. Partridge
6+ yrs
Co-Trustee
LW
LISA Whitescarver
4 yrs
Co-Trustee
BN
Bank of America NA
6+ yrs
Co-Trustee
BN
Bank of America NA
6+ yrs
Co-Trustee
LW
LISA Whitescarver
4 yrs
Co-Trustee
MP
Mary B. Partridge
6+ yrs
Co-Trustee
JB
Jeffrey Burke
6+ yrs
Co-Trustee
SP
Samuel B. Partridge
5 yrs
Co-Trustee
BN
Bank of America NA
6+ yrs
Co-Trustee
LW
LISA Whitescarver
4 yrs
Co-Trustee
MP
Mary B. Partridge
6+ yrs
Co-Trustee
JB
Jeffrey Burke
6+ yrs
Co-Trustee
SP
Samuel B. Partridge
5 yrs
Co-Trustee
SP
Samuel B. Partridge
5 yrs
Co-Trustee
JB
Jeffrey Burke
6+ yrs
Co-Trustee
MP
Mary B. Partridge
6+ yrs
Co-Trustee
CB
Coleman P. Burke
2 yrs
Co-Trustee
BN
Bank of America NA
6+ yrs
Co-Trustee
JB
Jeffrey Burke
6+ yrs
Co-Trustee
MP
Mary B. Partridge
6+ yrs
Co-Trustee
CB
Coleman P. Burke
2 yrs
Co-Trustee
DB
Daniel Burke II
Co-Trustee
BN
Bank of America NA
6+ yrs
Co-Trustee
Grants Awarded (6 total)
| Purpose | ||||
|---|---|---|---|---|
| See Attached Statement | Providence, RI | $709,000 | UNRESTRICTED GENERAL | 2024 |
| See Attached Statement | Providence, RI | $618,500 | UNRESTRICTED GENERAL | 2018 |
| See Attached Statement | Providence, RI | $600,000 | UNRESTRICTED GENERAL | 2021 |
| See Attached Statement | Providence, RI | $600,000 | UNRESTRICTED GENERAL | 2023 |
| See Attached Statement | Providence, RI | $600,000 | UNRESTRICTED GENERAL | 2022 |
| See Attached Statement | Providence, RI | $524,220 | UNRESTRICTED GENERAL | 2020 |
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