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The Joe Lewis Jefferson Foundation Inc at a glance

· Private foundation

The Joe Lewis Jefferson Foundation Inc

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$81k
Granted FY2025still arriving
8
Grants FY2025still arriving
3
States reached
$45k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
0193% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Health$807kArts & Culture$496kEducation$76kCivil Rights$35kFood & Nutrition$27kYouth Development$9kPhilanthropy$5kSocial Science$5kOther$0
02FY2025 · 8 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k5 grants · $11k
  • $10k–50k3 grants · $70k
$5,000
Median grant
3
States reached
$1.4M
Total assets
Largest grants
RecipientAmount
Halycon Music Festival$45,000
Reflections Series$15,000
Reflections Series$10,000
Opus 118$5,000
Carnegie Hall$3,000
The Knights$1,500
ASPCA$1,000
Maizie Holton Foundation$500
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY21–23, $2k) land where the poverty rate runs at 20%, against an area that typically sits at 10%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%RUTH'S REFUGE: $1k → 20%Ruth's Refuge: $1k → 20%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

WI
NY
MA
OR
PA
CT
RI
MO
WV
NC
DC
AL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

94%of every dollar goes to organizations it has funded before.
$1.6M · 31 repeat orgs$93k to everyone else

31 repeat relationships: 7 still active in FY2025, 24 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

31
34

Total granted

$1.6M
$93k

Median revenue growth · since first grant

+10%
+21%

Still filing today

65%
47%

New vs renewed · share of each year

In FY2025, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24’25
Arts & CultureInternationalAnimalsHuman ServicesFood & NutritionEducationOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • HM
    Halcyon Music Festival
    7× · 2017–2025 · $260k · revenue +119% · 35% of their budget
  • TT
    TAKE THE LEAD INC
    2× · 2017–2018 · $25k · revenue +51%
  • TP
    THE PERLMAN MUSIC PROGRAM INC
    5× · 2017–2023 · $11k · revenue +185%

Funded once

  • IG
    Individual grant recipient
    one grant, 2023 · $40k
  • WORLD WILDLIFE FUND INC
    one grant, 2022 · $5k · revenue -4%
  • CC
    CHARLESTON CHAMBER ORCHESTRA WVSU
    one grant, 2018 · $5k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
American Chamber Ensemble Inc

The American Chamber Ensemble is a consortium of distinguished musicians whose concerts explore the music for piano with strings, woodwinds and/or voice, presenting both great standard repertoire and living American composers.

—
2
Manhattan School of Music

Manhattan school of music is deeply committed to excellence in education, performance, and creative activity; to the humanity of the school's environment; and to the cultural enrichment of the larger community. a premiere international…

Arts & Culture
3
The New York Festival of Song Inc

NYFOS is dedicated to creating intimate song concerts of great beauty and originality, weaving music, poetry, history and humor into unforgettable evenings of compelling theater, entertaining, educating and creating community among…

—
4
San Francisco Opera Association

We believe opera is a uniquely compelling, entertaining and emotionally thrilling art form. our mission is to bring together growing audiences to experience opera's transformative power.

Arts & Culture
5
Chamber Orchestra of New York - Ottorino Respighi

Chamber orchestra of new york (cony) is a premier ensemble that features a seasoned roster of our city's most flourishing musicians. the orchestra is internationally distinguished for championing unique repertoire that bridges the…

Arts & Culture
6
Young Concert Artists Inc

The mission of the organization is to discover and launch the careers of extraordinary young classical musicians, and to expand the reach and relevance of classical music.

Arts & Culture
7
Ensemble Ipse Inc

Showcase new music practices

Arts & Culture
8
Cantata Profana Inc

Cantata Profana, Inc. (www.cantataprofana.com) is a vocal and instrumental chamber ensemble that presents concerts of classical and chamber music ranging from the Baroque to modern eras with a unique narrative style. Our purpose is to…

Arts & Culture
9
World Music Institute Inc

World music institute is committed to presenting the best in traditional and contemporary music and dance from around the world to enrich lives through the arts, promote awareness and appreciation of the worlds rich cultural traditions and…

Arts & Culture
10
The New York New Music Ensemble Inc

To commission and perform new music

Arts & Culture
11
Orpheus Chamber Orchestra Inc

See schedule oorpheus chamber orchestra creates extraordinary musical experiences that enrich lives and empower individuals through collaboration, education, innovation, and a passion for artistic excellence. orpheus strives to be the…

Arts & Culture
12
American Composers Forum

To advocate for and support living composers

Arts & Culture
How this is measured
The grantee most central to the portfolio’s shape is The Philharmonic Symphony Society of Ny Inc; the most unlike its peers is Halcyon Music Festival. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

38 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 38 of the 66 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

1
Load-bearing (≥25% of a budget)
8
Early backer (in before they grew)
37/38
Grantees still filing
23/38
Grew since first funded

Where the money sits, by cause and then by grantee

MEMORIAL SLOAN KETTERING: $800,000 · OtherMEMORIAL SLOAN KETTERINGIndividual grant recipient: $146,500 · OtherIndividual grant recipientIndividual grant recipient: $40,000 · Other+39 more: $206,950 · Other+39 moreHalcyon Music Festival: $260,000 · Arts & CultureHalcyon Music FestivalREFLECTIONS SERIES INC: $60,000 · Arts & CultureREFLECTIONS SERIES INCOPUS 118 HARLEM SCHOOL OF MUSIC: $21,000 · Arts & CultureOPUS 118 HARLEM SCHOOL OF…A FAR CRY INC: $13,000 · Arts & Culture+10 more: $28,140 · Arts & Culture+10 moreAMERICAN CONSTITUTION SOCIETY FOR LAW & POLICY: $22,500 · EducationREED INSTITUTE: $20,000 · EducationTHE ROCKEFELLER UNIVERSITY: $7,500 · EducationTAKE THE LEAD INC: $25,000 · Food & NutritionCITYMEALS-ON-WHEELS: $1,000 · Food & NutritionCAMBRIDGE IN AMERICA: $12,500 · InternationalPRO MUJER INC: $1,000 · InternationalMEDECINS SANS FRONTIERES USA INC: $1,000 · InternationalWORLD WILDLIFE FUND INC: $5,000 · EnvironmentAMERICAN ACADEMY OF ARTS & SCIENCES: $5,000 · Social Science
Other$1,193,450Arts & Culture$382,140Education$50,000Food & Nutrition$26,000International$14,500Environment$5,000Social Science$5,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetHalcyon Music Festival: $260,000 over 7y, 35% of budgetREFLECTIONS SERIES INC: $60,000 over 2y, 22% of budgetTAKE THE LEAD INC: $25,000 over 2y, 2.0% of budgetAMERICAN CONSTITUTION SOCIETY FOR LAW & POLICY: $22,500 over 3y, 0.2% of budgetOPUS 118 HARLEM SCHOOL OF MUSIC: $21,000 over 5y, 1.4% of budgetREED INSTITUTE: $20,000 over 3y, 0.0% of budgetThe Carnegie Hall Society Inc: $14,500 over 5y, 0.0% of budgetA FAR CRY INC: $13,000 over 3y, 0.7% of budgetCAMBRIDGE IN AMERICA: $12,500 over 2y, 0.0% of budgetTHE PERLMAN MUSIC PROGRAM INC: $10,500 over 5y, 0.4% of budgetTHE ROCKEFELLER UNIVERSITY: $7,500 over 3y, 0.0% of budgetTHE CARNEGIE HALL CORPORATION: $6,000 over 2y, 0.0% of budgetWORLD WILDLIFE FUND INC: $5,000 over 1y, 0.0% of budgetAMERICAN ACADEMY OF ARTS & SCIENCES: $5,000 over 1y, 0.0% of budgetPAN-MASSACHUSETTS CHALLENGE INC: $4,200 over 4y, 0.0% of budgetWINSOR MUSIC INC: $3,000 over 4y, 2.2% of budgetFARM NECK FOUNDATION INC: $3,000 over 3y, 0.6% of budgetTHE AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS: $2,000 over 2y, 0.0% of budgetTHE CHILDREN'S ORCHESTRA SOCIETY INC: $2,000 over 2y, 0.2% of budgetRUTH'S REFUGE INC: $2,000 over 2y, 0.4% of budgetTHE PHILHARMONIC SYMPHONY SOCIETY OF NY INC: $2,000 over 1y, 0.0% of budgetARCO COLLABORATIVE INC: $2,000 over 2y, 0.8% of budgetSOUTHERN POVERTY LAW CENTER INC: $2,000 over 2y, 0.0% of budgetNEW YORK PIANO SOCIETY INC: $1,500 over 2y, 1.3% of budgetBIDEAWEE INC: $1,250 over 2y, 0.0% of budgetEMMANUEL MUSIC INC: $1,000 over 1y, 0.1% of budgetPRO MUJER INC: $1,000 over 1y, 0.0% of budgetENSEMBLE IBERICA INC: $1,000 over 1y, 0.2% of budgetUKRAINIAN INSTITUTE OF AMERICA INC: $1,000 over 1y, 0.1% of budgetCITYMEALS-ON-WHEELS: $1,000 over 1y, 0.0% of budgetUNITED UKRAINIAN AMERICAN RELIEF COMMITTEE INC: $1,000 over 1y, 0.0% of budgetTHE PERFORMANCE ZONE INC: $1,000 over 1y, 0.0% of budgetSANCTUARY FOR FAMILIES INC: $1,000 over 1y, 0.0% of budgetFRACTURED ATLAS INC: $1,000 over 1y, 0.0% of budgetMEDECINS SANS FRONTIERES USA INC: $1,000 over 1y, 0.0% of budgetFRIENDS OF DRESDEN MUSIC FOUNDATION: $1,000 over 1y, 1.8% of budgetHumane World for Animals Inc: $500 over 1y, 0.0% of budgetMuseum of Modern Art: $140 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds Halcyon Music Festival ↗
  • Who funds REFLECTIONS SERIES INC ↗
  • Who funds TAKE THE LEAD INC ↗
  • Who funds AMERICAN CONSTITUTION SOCIETY FOR LAW & POLICY ↗
  • Who funds OPUS 118 HARLEM SCHOOL OF MUSIC ↗
  • Who funds REED INSTITUTE ↗
  • Who funds The Carnegie Hall Society Inc ↗
  • Who funds A FAR CRY INC ↗
  • Who funds CAMBRIDGE IN AMERICA ↗
  • Who funds THE PERLMAN MUSIC PROGRAM INC ↗
  • Who funds THE ROCKEFELLER UNIVERSITY ↗
  • Who funds THE CARNEGIE HALL CORPORATION ↗
  • Who funds WORLD WILDLIFE FUND INC ↗
  • Who funds AMERICAN ACADEMY OF ARTS & SCIENCES ↗
  • Who funds PAN-MASSACHUSETTS CHALLENGE INC ↗
  • Who funds WINSOR MUSIC INC ↗
  • Who funds FARM NECK FOUNDATION INC ↗
  • Who funds THE AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS ↗
  • Who funds THE CHILDREN'S ORCHESTRA SOCIETY INC ↗
  • Who funds RUTH'S REFUGE INC ↗
  • Who funds THE PHILHARMONIC SYMPHONY SOCIETY OF NY INC ↗
  • Who funds ARCO COLLABORATIVE INC ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The Pfizer Foundation…Jpmorgan Chase Founda…American Endowment Fo…Morgan Stanley Global…Vanguard Charitable E…National Philanthropi…Donor Advised Charita…Fidelity Investments …Network for GoodThe Bank of America C…American Online Givin…Amazonsmile Foundation
The Pfizer Foundation IncNY10× affinity6 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Pfizer Foundation Inc · Jpmorgan Chase Foundation · American Endowment Foundation · Morgan Stanley Global Impact Funding Trust Inc · Vanguard Charitable Endowment Program · National Philanthropic Trust · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Network for Good · The Bank of America Charitable Foundation Inc · American Online Giving Foundation Inc · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization The Joe Lewis Jefferson Foundation Inc funds: left to right is the share of its income from government, bottom to top the share from The Joe Lewis Jefferson Foundation Inc. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 30%3%10%23%40%funder's share of their income ↑0%6%13%19%25%share of the org’s income from government →median 1%
  • Emmanuel Music Inc: 5% of income from government
  • American Academy of Arts & Sciences: 3% of income from government
  • A Far Cry Inc: 1% of income from government
  • Reed Institute: 1% of income from government
  • Pan-Massachusetts Challenge Inc: 0% of income from government
no gov moneyreceives it· size = income
3get no government money at all
4report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–25%
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to The Joe Lewis Jefferson Foundation Inc?

Find your warmest path to The Joe Lewis Jefferson Foundation Inc through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 66 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Joe Lewis Jefferson’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home