JEFFERSON SCHOLARS FOUNDATION

EIN: 311755873 501(c)(3) Philanthropy & Grantmaking

CHARLOTTESVILLE, VA

Total Revenue
$36,641,682
Total Expenses
$39,581,142
Total Assets
$899,123,680
Net Assets
$805,620,303
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Tuckman-Chang Vulnerability Assessment

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Financial Trends

Organization Details

Formation Year
1998
Legal Domicile
VA
Principal Officer
ROBBYN L CALLAHAN
Phone
4342439029
Tax Period
2024-07-01 to 2025-06-30

JEFFERSON SCHOLARS FOUNDATION, founded in 1998, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $11.4M in total revenue in fiscal year 2017. Revenue fell 58% from the prior year — a significant decline worth monitoring. Expenses of $17.9M exceeded revenue, resulting in a 57% operating deficit.

Mission

THE JEFFERSON SCHOLARS FOUNDATION (FOUNDATION) PROVIDES ACADEMIC MERIT-BASED SCHOLARSHIP, FELLOWSHIP AND PROFESSORSHIP SUPPORT TO STUDENTS AND FACULTY AT THE UNIVERSITY OF VIRGINIA (UVA).

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $36,265,524
Program Service Revenue $0
Investment Income $563,355
Other Revenue $-187,197
TOTAL REVENUE $36,641,682

Expense Breakdown

Grants Paid $26,993,115
Salaries & Benefits $5,414,686
Fundraising Expenses $2,888,117
Program Expenses $32,601,049
Other Expenses $7,173,341
TOTAL EXPENSES $39,581,142

Year-over-Year Comparison

2024 2023 Change
Revenue $36,641,682 $33,151,366 +0.1%
Expenses $39,581,142 $32,396,019 +0.2%
Net Income $-2,939,460 $755,347 -4.9%
Key Indicators
✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Governance

Voting Members
29
Independent Members
29
Employees
24
Volunteers
1320

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$1,654,249
Total Directors
29
$0
Key Employees
2
$800,813
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JAMES H WRIGHT PRESIDENT/SECRETARY/TREASU 40.00
Officer
$1,073,848 $58,950 $1,132,798
HELEN M DWYER ASSISTANT SECRETARY 40.00
Officer
$235,722 $37,691 $273,413
ROBBYN L CALLAHAN ASSISTANT TREASURER 40.00
Officer
$206,041 $41,997 $248,038
S PATRICK INGRAM DIRECTOR OF DEVELOPMENT 40.00
Key Emp
$336,943 $162,621 $499,564
BENJAMIN B SKIPPER DIRECTOR OF JEFFERSON SCHOLARS PROGRAM AND ALUMNI 40.00
Key Emp
$256,098 $45,151 $301,249
LEW BURRUS DIRECTOR OF TECHNOLOGY 40.00
Highest
$131,078 $23,900 $154,978
JOYCE CARMAN DIRECTOR OF COMMUNICATIONS 40.00
Highest
$132,593 $22,942 $155,535
KEVIN E MURRAY DIRECTOR OF GIFT PLANNING 40.00
Highest
$163,451 $41,597 $205,048
CHRISTINE E PATRICK ASSOCIATE DIRECTOR OF DEVELOPMENT 40.00
Highest
$141,088 $25,614 $166,702
JAMALA MASSENBURG DIRECTOR, GRADUATE FELLOWS PROGRAM 40.00
Highest
$203,096 $31,763 $234,859
WILLIAM L POLK JR CHAIRMAN OF THE BOARD 3.00
Officer Director
$0 $0 $0
FRANKLIN S EDMONDS JR VICE-CHAIRMAN OF THE BOARD 3.00
Officer Director
$0 $0 $0
KAREN CLARKE BARNES FOUNDATION BOARD OF DIRECT 2.00
Director
$0 $0 $0
SHAHNAZ BATMANGHELIDJ FOUNDATION BOARD OF DIRECT 2.00
Director
$0 $0 $0
T WESTRAY BATTLE III FOUNDATION BOARD OF DIRECT 1.00
Director
$0 $0 $0
LEONARD J BUCK II FOUNDATION BOARD OF DIRECT 1.00
Director
$0 $0 $0
STEPHEN S CRAWFORD FOUNDATION BOARD OF DIRECT 1.00
Director
$0 $0 $0
ALLISON C DINARDO FOUNDATION BOARD OF DIRECT 1.00
Director
$0 $0 $0
MERRY W DOUGHERTY FOUNDATION BOARD OF DIRECT 1.00
Director
$0 $0 $0
ROBERT W DOWNES FOUNDATION BOARD OF DIRECT 2.00
Director
$0 $0 $0
KIRKMAN FINLAY III FOUNDATION BOARD OF DIRECT 1.00
Director
$0 $0 $0
RAYNELLE DEANS GRACE FOUNDATION BOARD OF DIRECT 1.00
Director
$0 $0 $0
JENNIFER BROWN GWILLIAM FOUNDATION BOARD OF DIRECT 1.00
Director
$0 $0 $0
J DALE HARVEY II FOUNDATION BOARD OF DIRECT 1.00
Director
$0 $0 $0
TYLER S HENRITZE FOUNDATION BOARD OF DIRECT 1.00
Director
$0 $0 $0
PAUL R IZLAR FOUNDATION BOARD OF DIRECT 1.00
Director
$0 $0 $0
E COURTNEY JOHNSON FOUNDATION BOARD OF DIRECT 2.00
Director
$0 $0 $0
PETER E KAPLAN JR FOUNDATION BOARD OF DIRECT 1.00
Director
$0 $0 $0
MARK T MASSEY FOUNDATION BOARD OF DIRECT 1.00
Director
$0 $0 $0
BRUCE A MILLER FOUNDATION BOARD OF DIRECT 2.00
Director
$0 $0 $0
TIMOTHY J NAUGHTON FOUNDATION BOARD OF DIRECT 2.00
Director
$0 $0 $0
ROBERT S PITTS JR FOUNDATION BOARD OF DIRECT 1.00
Director
$0 $0 $0
ANNE W POOLE FOUNDATION BOARD OF DIRECT 1.00
Director
$0 $0 $0
LINDA G RENNER FOUNDATION BOARD OF DIRECT 1.00
Director
$0 $0 $0
JAMES E RYAN FOUNDATION BOARD OF DIRECT 1.00
Director
$0 $0 $0
DAVE STEVENS FOUNDATION BOARD OF DIRECT 2.00
Director
$0 $0 $0
DEBORAH H VALENTINE FOUNDATION BOARD OF DIRECT 1.00
Director
$0 $0 $0
MR ROBERT M WADSWORTH FOUNDATION BOARD OF DIRECT 1.00
Director
$0 $0 $0
DR SHAN WU FOUNDATION BOARD OF DIRECT 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $36,641,682 $39,581,142 $899,123,680 $-2,939,460
2024 $33,151,366 $32,396,019 $813,049,948 $755,347
2023 $33,501,224 $33,928,905 $764,689,436 $-427,681
2021 $36,629,374 $25,722,375 $761,742,846 $10,906,999
2020 $18,860,748 $20,517,300 $547,483,075 $-1,656,552
2019 $106,985,067 $21,531,318 $530,655,981 $85,453,749
2018 $11,363,472 $17,865,721 $424,436,388 $-6,502,249
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