Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
Jeffers Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)2605 Fernbrook Ln Ste B-1
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Plymouth, MN55447
A Employer identification number

20-2601947
B Telephone number (see instructions)

(763) 710-5243
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$13,088,540J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 22,950 22,950  
4 Dividends and interest from securities... 271,780 271,780  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -123,468
b Gross sales price for all assets on line 6a 2,850,133
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 171,262 294,730  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 215,566 0   215,566
14 Other employee salaries and wages...... 39,135 0   39,135
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
14,016 0   14,016
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,105 0   3,105
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
56,252 51,022   5,230
17 Interest............... 1,132 1,132   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
79,545 61,145   1,173
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 42,520 0   42,520
21 Travel, conferences, and meetings....... 12,785 0   12,785
22 Printing and publications.......... 5,404 0   5,404
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
31,333 8,406   23,433
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 500,793 121,705   362,367
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 500,793 121,705   362,367
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -329,531
b Net investment income (if negative, enter -0-) 173,025
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 405,810 253,408 253,408
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........   90 90
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 4,367,303 Click to see attachment
List of Attached Documents:
// Content
4,106,919 		4,681,690
c Investments—corporate bonds (attach schedule)....... 2,701,320 Click to see attachment
List of Attached Documents:
// Content
2,604,610 		2,303,395
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,866,777 Click to see attachment
List of Attached Documents:
// Content
375,308 		383,238
14 Land, buildings, and equipment: basis right arrow5,443,713
Less: accumulated depreciation (attach schedule) right arrow31,044 3,795,400 5,412,669 5,412,669
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
54,050 		Click to see attachment
List of Attached Documents:
// Content
54,050
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,136,610 12,807,054 13,088,540
Liabilities 17 Accounts payable and accrued expenses.......... 25  
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 25 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 13,136,585 12,807,054
29 Total net assets or fund balances (see instructions)..... 13,136,585 12,807,054
30 Total liabilities and net assets/fund balances (see instructions). 13,136,610 12,807,054
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
13,136,585
2
Enter amount from Part I, line 27a .....................
2
-329,531
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
12,807,054
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
12,807,054
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Sale of Publicly traded securities      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,850,133   2,973,601 -123,468
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -123,468
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -123,468
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 2,405
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,405
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,405
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 10,760
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,760
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 8,355
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow8,355 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMN
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowjeffersfoundation.org
14
The books are in care ofright arrowKelly Johnson Telephone no.right arrow (507) 210-8491

Located atright arrow2605 Fernbrook LanePlymouthMN ZIP+4right arrow55447
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Kelly Johnson CEO / CFO
20.00 		50,612 0 0
4995 State Hwy 28
Eucha,OK74342
Suzanne Fuluvaka CAO/ Secretary
30.00 		72,423 0 0
5509 Malibu Drive
Edina,MN55436
Michael Fairbourne Director/ VP & Assistant Secretary
2.00 		12,001 0 0
15420 9th Ave N
Plymouth,MN55447
Galen Erickson Director/ Director of Communications
5.00 		17,976 0 0
11835 45th Ave N
Plymouth,MN55442
David Grack- Director Director of Educational Programs
20.00 		62,554 0 0
1710 Pulaski Rd
Buffalo,MN55313
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
Morgan Stanley Investment management 51,022
2211 York Rd Ste 100
Oak Brook,IL60523
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 A principle mission of Jeffers Foundation is to foster environmental stewardship through education. Environmental stewardship cannot be taught but can only be inspired. Jeffers Foundation has adopted a practice for our professional development workshops consistent with the scientific method in which hands-on, experiential learning is supported by teaching careful observation techniques using all our senses reinforced by journaling your observations with drawings and words in notebooks. In close collaboration with local teachers, Jeffers has developed teaching support materials and programs available through its website and free of charge to those who participate in on of the many workshops offered. Visit jeffersfoundation.org to learn more. 15,324
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
8,137,316
b
Average of monthly cash balances.......................
1b
484,719
c
Fair market value of all other assets (see instructions)................
1c
3,353,980
d
Total (add lines 1a, b, and c).........................
1d
11,976,015
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
11,976,015
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
179,640
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
11,796,375
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
589,819
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
589,819
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,405
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,405
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
587,414
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
587,414
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
587,414
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
362,367
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
1,284,976
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,647,343
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 587,414
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 52,766
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,647,343
a Applied to 2022, but not more than line 2a 52,766
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		Click to see attachment
List of Attached Documents:
// Content
0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 587,414
e Remaining amount distributed out of corpus 1,007,163
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,007,163
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		1,007,163
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 1,007,163
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year
Total .................................right arrow 3a 0
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 22,950  
4 Dividends and interest from securities ....     14 271,780  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -123,468  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 171,262 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
171,262
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
Jeffers Foundation
EIN:
20-2601947
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accounting Fees 3,105 0   3,105

TY 2023 AppliedToPriorYearElection
Name:
Jeffers Foundation
EIN:
20-2601947
Election:
PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE JEFFERS FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE PRECEEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEARS ENDING AS FOLLOWS:DECEMBER 31, 2017 $ 602,371DECEMBER 31, 2018 $ 466,100DECEMBER 31, 2019 $ 26,664 TOTAL: $1,095,135

TY 2023 InvestmentsCorpBondsSchedule
Name:
Jeffers Foundation
EIN:
20-2601947
Name of Bond End of Year Book Value End of Year Fair Market Value
AIR LEASE CORP FXD TO 062026 VAR THRAFTR 4.6500% (DIV) 81,715 73,128
ALLY FINANCIAL INC FXD TO 052026 VAR THRAFTR 4.7000% (DIV) 78,395 57,333
AMERICAN EXPRESS CO FXD TO 092026 VAR THRAFTR 3.5500% (DIV) 75,011 75,620
BANK OF AMERICA CORP FXD TO 012027 VAR THRAFTR 4.375% (DIV) 31,973 28,648
BANK OF AMERICA CORP FXD TO 032028 VAR THRAFTR 5.8750% (DIV) 28,152 24,073
BANK OF AMERICA CORP FXD TO 102024 VAR THRAFTR 6.5000% (DIV) 63,879 56,932
BANK OF NEW YORK MELLON CORP FXD TO 092025 VAR THRAFTR 4.70% (DIV) 55,470 49,794
CAPITAL ONE FINANCIAL CORP FXDTO 092026 VAR THRAFTR 3.9500% (DIV) 90,745 73,988
CHARLES SCHWAB CORP/THE FXD TO062026 VAR THRAFTR 4% (DIV) 85,001 73,340
CITIGROUP INC FXD TO 052028 VAR THRAFTR 7.375% (DIV) 66,000 66,979
CITIGROUP INC FXD TO 082026 VAR THRAFTR 6.2500% (DIV) 66,082 60,327
CITIZENS FINANCIAL GROUP INC FXD TO 102025 VAR THRAFTR 5.65% (DIV) 81,671 70,949
COMERICA INC FXD TO 102025 VARTHRAFTR 5.6250% (DIV) 76,126 64,138
DISCOVER FINANCIAL SERVICES FXD TO 092025 VAR THRAFTR 6.125% (DIV) 59,779 55,038
DOMINION ENERGY INC FXD TO 042027 VAR THRAFTR 4.3500% (DIV) 57,655 60,895
DUKE ENERGY CORP FXD TO 092024VAR THRAFTR 4.8750% (DIV) 77,103 80,052
FIFTH THIRD BANCORP FXD TO 092025 VAR THRAFTR 4.5000% (DIV) 72,615 65,089
GENERAL MOTORS FIN CO INC FXD TO 092030 VAR THRAFTR 5.7000% (DIV) 67,622 59,703
GOLDMAN SACHS GROUP INC/THE FXD TO 022029 VAR THRAFTR 7.5% (DIV) 16,000 16,701
GOLDMAN SACHS GROUP INC/THE FXD TO 052026 VAR THRAFTR 3.8% (DIV) 72,000 64,104
HUNTINGTON BANCSHARES INC/OH FXD TO 072030 VAR THFTR 5.625% (DIV) 58,031 49,542
JPMORGAN CHASE & CO FXD TO 022024 VAR THRAFTR 6.7500% (DIV) 25,751 23,015
JPMORGAN CHASE & CO FXD TO 042024 VAR THRAFTR 6.1250% (DIV) 62,818 58,848
JPMORGAN CHASE & CO FXD TO 052023 VAR THRAFTR 8.8887% (DIV) 37,183 38,196
JPMORGAN CHASE & CO FXD TO 062026 VAR THRAFTR 3.65% (DIV) 58,000 53,176
KEYCORP FXD TO 092026 VAR THRAFTR 5.0000% (DIV) 65,941 52,376
LINCOLN NATIONAL CORP FXD TO 032028 VAR THRAFTR 9.25% (DIV) 39,973 42,566
METLIFE INC FXD TO 032028 VAR THRAFTR 5.8750% (DIV) 53,950 49,208
NORTHERN TRUST CORP FXD TO 102026 VAR THRAFTR 4.6000% (DIV) 68,818 62,838
PNC FIN SERVICES GROUP INC FXDTO 112026 VAR THRAFTR 5.0000% (DIV) 70,470 63,894
REGIONS FINANCIAL CORP FXD TO 092025 VAR THRAFTR 5.7500% (DIV) 71,558 65,196
TRUIST FINANCIAL CORP FXD TO 122025 VAR THRAFTR 4.9500% (DIV) 59,929 54,579
US BANCORP FXD TO 012027 VAR THRAFTR 3.7000% (DIV) 30,995 24,472
US BANCORP FXD TO 042027 VAR THRAFTR 5.3000% (DIV) 68,241 57,529
VOYA FINANCIAL INC FXD TO 092023 VAR THRAFTR 7.748% (DIV) 75,008 72,376
WELLS FARGO & CO FXD TO 032026VAR THRAFTR 3.9000% (DIV) 69,072 60,932
WELLS FARGO & CO FXD TO 092028VAR THRAFTR 7.625% (DIV) 40,850 41,992
BOAA 2005-10 4A2 26,813 19,105
BOAMS 2006-2 A9 6,750 5,855
CMSI 2006-2 1A15 38,802 35,052
CSFB MTG PTC 2005-10 V-A-7 113,013 85,983
CWALT 2005-54CB 3A9 61,700 37,277
CWHL 2005-28 A12 53,667 31,964
WALGREENS BOOTS ALLIANCE INC 24,283 20,805
BRUNSWICK CORP 6.5% 20,000 19,788

TY 2023 InvestmentsCorpStockSchedule
Name:
Jeffers Foundation
EIN:
20-2601947
Name of Stock End of Year Book Value End of Year Fair Market Value
MOBILE TELESYSTEMS PUB JT ADR 4,472 0
PJSC GAZPROM SPON ADR 3,161 0
SBERBANK RUSSIA 4,210 3,930
AAON INC 1,640 4,215
ADVANCE AUTO PARTS 1,385 838
APPLE INC 3,097 13,285
ABBVIE INC COM 3,331 3,254
AMERIS BANCORP 773 908
ARCH CAPITAL GROUP LTD 770 2,154
ENACT HLDGS INC 683 707
ADOBE INC 2,053 6,563
ARCHER DANIELS MIDLAND 5,819 5,068
AES CORP 386 605
A G C O CORP 995 1,093
FED AGRIC MTG NON VTG C 809 1,812
ASSURED GUARANTY LTD 733 1,536
AGILYSYS INC 1,550 1,876
ANHUI CONCH CEMENT ADR 6,743 3,096
ASSURANT INC 499 842
ALCON INC 3,426 4,907
ALLEGIANT TRAVEL CO 1,284 792
ALIGHT INC CL A 1,141 1,032
ALLSTATE CORP 1,193 1,826
ALLY FINANCIAL INC 1,395 2,375
ALARM COM HLDGS INC COM 2,062 2,863
ALLISON TRANSMN HLDGS INC 1,136 1,521
AMEDISYS INC 714 665
AMGEN INC 2,089 3,525
AMKOR TECHNOLOGY INC 548 699
AMN HEALTHCARE SVCS INC 1,029 740
AMERICA MOVIL SAB DE CV ADR 5,894 7,297
AMAZON COM INC 7,638 19,904
ANSYS INC 1,960 4,721
AIR PROD & CHEM INC 8,642 9,430
APPLOVIN CORP 393 1,036
APPFOLIO INC CL A 1,596 2,499
APTIV PLC 2,656 2,888
ARRAY TECHNOLOGIES INC COM SHS 718 748
ARROW ELECTRONICS 696 1,010
ASHLAND INC COM 1,200 1,012
ASML HOLDING NV NY REG NEW 1,953 4,784
ASMPT LIMITED UNSPONSORD ADR 3,524 3,378
ASE TECHNOLOGY HLDG CO LTD ADR 7,502 9,815
ATKORE INC 1,246 1,468
ALTICE USA INC CL A 2,721 592
BROADCOM INC 8,616 16,583
AVNET INC 793 1,008
AVANTOR INC 1,188 980
AXOS FINL INC 762 1,373
AXIS CAPITAL HOLDINGS LTD 1,044 1,163
ACUITY BRANDS INC 1,434 1,661
AZENTA INC 437 1,127
BARNES GROUP INCORPORATED 1,465 816
BANK OF AMERICA CORP 21,993 21,683
BB SEGURIDADE PARTICIPACOES 5,871 7,571
BRINK'S COMPANY COM 2,369 2,888
BALCHEM CP 2,474 3,868
BELDEN INC 421 686
BANCO DO BRASIL SA SPON ADR 4,844 8,039
BIDVEST GROUP LTD SPONS ADR 2,621 3,725
BEACON ROOFING SUPPLY INC 1,445 1,624
BRIGHT HORIZONS FAMILY SOLUT 1,847 1,942
BGC GROUP INC CL A 914 1,264
BERKSHIRE HILLS BANCORP INC 564 516
BIO RAD LAB A 4,012 3,496
BUCKLE INC(THE) 717 855
BLACKLINE INC 1,031 1,858
BUILDERS FIRSTSOURCE INC 745 2,226
BIOLIFE SOLUTIONS INC 805 435
BLACKROCK INC 10,417 13,092
BLACKBAUD INC 2,854 3,119
BLOOMIN'BRANDS INC COM 579 782
BOWLERO CORP CL A COM 1,701 1,742
BELLRING BRANDS INC 726 1,044
BRADY CL A 686 756
BOYD GAMING CORP 1,532 1,472
CALERES INC 513 707
CARS COM INC 558 565
CBOE GLOBAL MARKETS INC 1,019 1,391
CBRE GROUP INC CL A 5,183 7,927
CROWN CASTLE INC 15,370 13,592
CERTARA INC 2,394 2,339
CHEMED CORPORATION 509 628
CHESAPEAKE ENERGY CORP 1,329 1,518
CHECK POINT SOFTWARE TECH LTD 1,597 1,986
CHEWY INC CL A 2,080 1,261
CHAMPIONX CORPORATION 261 847
THE CIGNA GROUP 7,520 8,429
COMMERCIAL INTL BNK LTD SP ADR 3,920 2,992
CHINA CONSTRUCTION BANK CORP 11,071 8,301
CIENA CORP NEW 1,281 1,125
CHINA MERCHANTS BK CO LTD UNSP 5,934 4,354
COLGATE PALMOLIVE CO 10,006 10,522
CLEARFIELD INC 1,137 779
CLARIVATE PLC 2,129 2,417
CME GROUP INC 7,827 7,947
CENTENE CORPORATION 2,001 2,479
CNH INDL N V SHS 1,001 869
CENTERPOINT ENERGY INC 1,537 2,058
CONCENTRIX CORP 744 1,319
COHERENT CORP 688 865
CENCORA INC 763 2,141
CATALYST PHARMACEUTICALS INC 698 851
SALESFORCE INC 3,918 6,088
CROWDSTRIKE HLDGS INC CL A 635 1,295
COSTAR GROUP INC 1,450 3,422
CARLISLE CO INC 754 965
CHINA SHENHUA ENERGY LTD ADR 1,310 2,480
CATALENT INC 672 689
COUSINS PPTYS INC 762 682
CHEVRON CORP 6,711 5,999
CURTISS WRIGHT CORP 787 1,787
CASELLA WASTE SYS INC CL A 2,624 2,858
CORECIVIC INC 1,040 1,293
DOMINION ENERGY INC 3,970 3,736
ENDAVA PLC ADR 2,515 2,855
DROPBOX INC CL A 917 1,179
DONALDSON CO INC 1,202 1,634
DIME CMNTY BANCSHARES INC COM 736 662
DOLLAR GEN CORP NEW COM 594 726
DIGI INTL INC 1,429 1,225
HF SINCLAIR CORPORATION 876 1,963
DISH NETWORK CORP CLASS A 2,520 548
DOLLAR TREE INC 1,045 1,489
DUN & BRADSTREET HLDGS INC 737 736
NOW INC 522 600
MASONITE INTL CORP NEW COM 879 677
DORMAN PRODUCTS, INC 1,596 1,752
LEONARDO DRS INC 855 1,303
DESCARTES SYSTEMS GROUP INC 1,842 4,119
DOUBLEVERIFY HLDGS INC 2,038 2,361
BRINKER INTL INC 736 747
ECOLAB INC 4,362 6,347
ECOVYST INC 850 834
EVEREST GROUP LTD 878 1,414
ENGIE BRASIL ENERGIA SAADR 2,874 3,583
ELDORADO GOLD CORP 691 941
ESTEE LAUDER CO INC CL A 5,439 4,089
EMCOR GROUP INC 576 1,606
ENERSYS 1,284 1,363
ENVESTNET INC 1,933 1,882
EQUINIX INC 2,434 4,478
EQT CORPORATION COM NEW 376 889
ENERPLUS CORP COM 224 752
ESCO TECHNOLOGIES 2,570 3,511
ESSENT GROUP LTD COM 1,037 1,484
ESSEX PROPERTY TRUST INC 574 617
EATON CORP PLC SHS 3,292 5,799
EVERCORE INC CLASS A 756 1,539
EVERGY INC 2,717 2,479
EDWARD LIFESCIENCES CORP 2,999 3,120
EAST WEST BANCORP 1,373 1,996
EXELON CORP 2,132 1,750
EXLSERVICE HLDGS INC 2,169 4,442
EXPEDIA GROUP INC 621 911
EXPONENT INC 2,778 4,686
EXTREME NETWORKS INC 966 873
FIRST ADVANTAGE CORP 970 1,141
DIAMONDBACK ENERGY INC 196 1,086
FASTENAL CO 1,799 4,090
FIRSTCASH HLDGS INC 1,651 1,881
FTI CONSULTING INC 1,139 1,986
FIRST CITIZ BANCSHARES A 576 2,723
FEDEX CORP 851 1,438
FAIR ISAAC & CO INC 473 3,732
FIDELITY NATL INFORMATION SE 883 1,021
FLEXTRONICS INTL LTD 1,493 3,381
FLEETCOR TECHNOLOGIES 1,552 2,184
FMC CORP NEW 767 642
FLOOR & DECOR HLDGS INC CL-A 1,480 2,181
FIDELITY NATIONAL FINANCIAL IN 1,477 2,857
FOX CORP CL A 1,486 1,335
FOX FACTORY HOLDING CORP 1,887 2,686
FIRST MERCHANTS CORP 1,105 1,056
FRONTDOOR INC 987 1,141
FORTREA HOLDINGS INC 897 1,063
GRUPO FINANCIERO BANORTE SAB 3,155 5,810
GEN DIGITAL INC 1,573 1,612
GALP ENERGIA SA LISBOA ADR 5,877 8,215
GAMING & LEISURE PPTYS INC COM 893 1,234
CORNING INC 12,354 10,840
GLOBUS MEDICAL INC A 2,402 2,690
GROCERY OUTLET HLDG CORP 1,349 1,304
GREEK ORGANISATION OF FOOTBALL 2,361 3,073
GRAPHIC PACKAGING HOLDING CO 1,934 3,402
GLOBAL PAYMENT INC 1,847 2,039
GOOSEHEAD INSURANCE INC CLAS A 1,921 3,259
GRANITE CONSTR INC 1,018 1,322
GUIDEWIRE SOFTWARE INC 3,579 4,633
W W GRAINGER INC 1,585 6,688
HAEMONETICS CORP 1,632 1,927
HALOZYME THERAPEUTICS INC 684 690
HUNTINGTON BANCSHARES 978 1,215
HOME DEPOT INC 12,167 13,421
HENGAN INTL GROUP CO LTD ADR 8,308 4,594
HEICO CORP CLASS A 3,044 4,416
HUNTINGTON INGALLS INDUSTRIES 2,073 3,155
HIMAX TECHNOLOGIES, INC. 5,771 2,950
HONEYWELL INTL INC 13,338 14,823
HEWLETT PACKARD ENTERPRISE 981 971
HEALTHEQUITY INC COM 1,530 1,943
HENRY SCHEIN INC 868 846
HERITAGE COMMERCE CP 747 728
HUB GROUP INC CL A 585 860
HANCOCK WHITNEY CORPORATION 1,192 1,118
IAC INC NEW 3,319 2,043
INTERCONTINENTAL EXCHANGE INC 1,204 1,432
ICON PLC 1,957 3,132
INTERDIGITAL INC 871 1,628
I3 VERTICALS INC COM CL A 1,601 1,364
ILLUMINA INC 4,803 2,785
INFOSYS LIMITED ADR 4,065 5,202
INGREDION INC COM 902 1,031
INTEL CORP 2,389 3,169
INTUIT INC 2,617 3,844
INTERPUBLIC GROUP OF COS INC 1,149 1,273
INTUITIVE SURGICAL INC 4,602 8,314
JACOBS SOLUTIONS INC 787 798
JAZZ PHARMACEUTICALS PLC 1,291 1,187
JBG SMITH PPTYS 2,897 1,667
JABIL CIRCUIT INC 514 1,147
JD COM INC SPON ADR CL A 3,085 3,236
JEFFERIES FINL GROUP INC 625 803
J&J SNACK FOODS 2,541 3,009
JOHNSON & JOHNSON 8,966 7,922
JUNIPER NETWORKS 927 855
JPMORGAN CHASE & CO 14,234 19,391
KB FINANCIAL GRP INC SONS ADR 6,922 6,661
KIMBERLY CLARK SPON ADR 4,249 5,707
KINDER MORGAN INCORP 2,505 2,646
CARMAX INC 3,322 3,725
KINSALE CAP GROUP INC 2,976 6,827
KOSMOS ENERGY LTD 406 819
KASIKORNBANK PUB CO LTD UNSPON 3,172 3,164
KT CORP SPON ADR 5,379 5,040
LITHIA MTRS INC 1,016 1,908
LAMAR ADVERTISING CO NEW CL A 753 1,001
LAUREATE EDUCATION INC CL A 1,883 2,235
LIBERTY BROADBAND CORP S-C 3,444 2,901
LIBERTY GLOBAL LTD CL A 3,793 3,216
LCI INDS 586 1,100
LABORATORY CP AMER HLDGS NEW 947 1,617
LKQ CORPORATION 1,836 2,653
ELI LILLY & CO 1,801 3,152
LEMAITRE VASCULAR INC 1,231 1,930
LANTHEUS HLDGS INC COM 1,213 1,161
LENOVO GROUP LTD SPONS ADR 9,061 12,782
LPL FINL HLDGS INC COM 338 1,049
LOUISIANA PACIFIC CORP 1,269 1,346
STRIDE INC 215 582
LANDSTAR SYSTEM INC 224 387
LIBERTY MEDIA COR SER C LBRT S 2,531 2,792
LIFE HEALTHCARE GRP HLDGS LTD 3,339 2,740
PJSC LUKOIL SPONSORED ADR 3,724 0
LAMB WESTON HLDGS INC COM 948 1,030
LIVE NATION ENTERTAINMENT INC 491 655
LEGALZOOM INC 1,279 1,322
MOODYS CORP 1,406 3,819
PEDIATRIX MEDICAL GROUP INC 592 585
MEDTRONIC PLC SHS 11,971 11,121
METHANEX CORPORATION 660 712
META PLATFORMS INC CL A 6,272 12,833
MGM RESORTS INTERNATIONAL 813 829
MOL MAGYAR OLAJ GDR 3,591 4,027
MIDDLEBY CORP DEL 718 772
MARKEL GROUP INC 6,711 8,322
MESA LABORATORIES INC 1,205 733
MARSH & MCLENNAN COS INC 3,718 4,460
MONSTER BEVERAGE CORP NEW COM 2,894 4,956
TOPGOLF CALLAWAY BRANDS CORP 1,048 702
MOLINA HEALTHCARE INC 338 1,056
THE MOSAIC COMPANY 780 965
MARTEN TRANSPORT LTD 1,688 2,455
MICROSOFT CORP 22,592 52,270
MATCH GROUP INC 674 641
NCR ATLEOS CORPORATION 282 413
NEDBANK GRP LTD SPON ADR 3,749 4,848
NOBLE CORP NEW A 1,067 1,238
NEXTERA ENERGY INC 11,611 8,747
NEOGEN CORP 2,132 1,464
NATL FUEL GAS CO 1,289 1,143
NETFLIX INC 5,706 9,360
ANGLO AMERN PLC SPONSORED ADR 3,774 3,077
NISOURCE INC 3,448 3,850
NEW JERSEY RES CP 739 741
NIKE INC B 3,644 4,382
NORTHROP GRUMMAN CP(HLDG CO) 7,493 7,490
NOMAD HLDGS LTD 685 715
NOVANTA INC 2,634 4,464
INSIGHT ENTERPRISES INC 151 720
NETAPP INC COM 842 1,058
NVIDIA CORPORATION 1,649 16,266
NV5 GLOBAL INC 1,930 1,778
NEWS CORPORATION CL A 1,637 2,430
NEXSTAR MEDIA GROUP INC 1,183 1,830
OLD DOMINION FREIGHT LINE 2,160 4,864
OGE ENERGY CORPORATION 2,287 2,486
ORGANON & CO 1,167 577
OLLIES BARGAIN OUTLET HLDG INC 1,865 2,668
OLIN CORPORATION 1,407 1,467
OMNICELL INC 1,916 1,204
OLD NATL BANCORP IND 1,200 1,290
ONTO INNOVATION INC 2,823 6,230
OLD REPUBLIC INTL CP 1,226 1,501
BLUE OWL CAPITAL INC 511 745
PALO ALTO NETWORKS INC 1,069 6,632
PAR PACIFIC HOLDINGS INC 655 1,403
PETROLEO BRASILEIRO SA 4,753 6,867
PEGASYSTEMS INC 566 526
VIBRA ENERGIA SA ADR 3,751 4,657
PREFERRED BANK COM STOCK NEW 720 815
PFIZER INC 7,605 4,347
PERFORMANCE FOOD GROUP CO 700 791
PENNYMAC FINL SVCS INC 713 806
PROCTER & GAMBLE 6,610 6,887
PEAPACK GLADSTONE FIN CP 729 626
KONINKLIJKE PHIL EL SP ADR NEW 2,830 2,380
DAVE & BUSTERS ENTMT INC COM 734 1,012
PROLOGIS INC COM 13,174 15,063
PALOMAR HLDGS INC 1,014 722
EPLUS INC 2,552 4,471
PING AN INSURANCE ADR 8,043 4,400
PINNACLE WEST CAPITAL CORP 771 718
PORTLAND GENERAL ELEC CO 595 522
POST HOLDINGS INC 2,101 2,906
PT BK MANDIRI PERSERO TBK UNSP 4,268 7,371
PERFICIENT INC 2,394 2,238
PERRIGO CO LTD 3,655 3,204
PT ASTRA INTERNATIONAL TBK ADR 5,380 4,433
PATTERSON -UTI ENERGY INC 224 438
PROPETRO HOLDING CORP 762 637
PT UNITED TRACTORS ADR 4,041 2,753
PAYPAL HLDGS INC COM 4,919 3,570
QUIDELORTHO CORP 832 630
QORVO INC COM 917 1,051
RBC BEARINGS INC 2,961 5,746
REPLIGEN CP 3,460 4,335
RALPH LAUREN CORP CL A 685 852
RENAISSANCE RE HOLDINGS LTD 963 1,185
CONSTRUCTION PARTNERS INC C-A 3,512 4,831
ROSS STORES INC 525 1,044
RANGE RESOURCES CORP 760 700
REPUBLIC SERVICES INC 7,246 9,070
RTX CORPORATION 2,518 3,520
SCIENCE APPLICATIONS INTL 956 1,798
SBA COMMUNICATNS CORP NEW CL A 905 1,417
VIVID SEATS INC CLASS A 555 486
STANDARD BANK GROUP LTD SPON 4,427 4,870
SHINHAN FINANCIAL GROUP CO LTD 5,425 5,233
STEVEN MADDEN LTD 1,119 1,848
SINOPHARM GROUP CO LTD ADR 4,327 4,557
SHERWIN WILLIAMS COMPANY OHIO 15,046 18,312
SITEONE LANDSCAPE SUPPLY INC 3,405 5,169
US SILICA HLDGS INC 629 612
SANLAM LTD ADR 4,323 5,112
SLM CORPORATION 1,989 3,652
THE SIMPLY GOOD FOODS COMPANY 690 716
SHARKNINJA INC 541 634
TD SYNNEX CORPORATION 1,402 2,260
S&P GLOBAL INC COM 2,465 5,773
SPLUNK INC 987 2,263
SPS COMMERCE INC 2,004 3,101
SPROUT SOCIAL INC CL A 3,000 3,018
SPX TECHNOLOGIES INC 1,296 1,587
SOCIEDAD QUIMICA Y MINERA ADS 4,609 3,692
SEMPRA 7,150 7,320
SOUTHSTATE CORPORATION 1,481 1,532
SS&C TECHNOLOGIES HLDGS INC 632 772
SENSATA TECHNOLOGIES HLDG PLC 737 743
STAAR SURGICAL CO NEW 1,431 1,061
SKYWORKS SOLUTIONS INC 558 562
STRYKER CORP 3,383 4,581
MOLSON COORS BEVERAGE CO CL B 678 701
TRANSDIGM GROUP INC 1,350 5,027
TIDEWATER INC NEW 692 727
ATLASSIAN CORPORATION CL A 2,440 4,112
BIO-TECHNE CORP 4,858 7,870
TEGNA INC COM 2,015 1,760
TARGET CORPORATION 3,909 4,570
THOR INDUSTRIES INC 703 763
PT TELEKOMUNIKASI INDONESIA 3,917 4,431
THERMO FISHER SCIENTIFIC 3,656 7,325
T-MOBILE US INC COM 8,049 9,119
TRINET GROUP INC 781 833
TEMPUR-PEDIC INT'L INC 349 1,778
TREX COMPANY INC 1,606 3,743
TESLA INC 2,014 2,899
TAIWAN SMCNDCTR MFG CO LTD ADR 8,023 13,728
TYSON FOODS INC CL A 1,583 1,591
TERNIUM S.A. ADR 3,344 3,228
TEXAS ROADHOUSE INC CL A 2,052 4,085
TEXTRON INC 1,019 1,503
TINGYI CAYMAN ISLANDS HLDGS CO 5,680 3,828
TYLER TECHNOLOGIES INC 2,103 3,345
UBER TECHNOLOGIES INC 2,745 5,193
U F P TECH INC REST 432 492
UNIVERSAL HEALTH SERVICES B 586 762
UNILEVER PLC (NEW) ADS 6,926 5,963
UNITEDHEALTH GP INC 10,114 17,261
UNION PACIFIC CORP 3,743 4,019
UNITED PARCEL SER INC CL-B 2,249 3,173
US FOODS HOLDING CORP 2,156 2,633
UTZ BRANDS INC CL A 2,422 2,582
VISA INC CL A 14,615 24,317
VALE S.A 4,486 5,266
VERICEL CORP 589 578
VODACOM GROUP LIMITED 4,825 3,547
VEEVA SYS INC CL A 4,856 5,676
VECTOR GROUP LTD 734 718
VERALTO CORP 4,453 5,039
VULCAN MATERIALS CO 3,399 6,129
VALMONT INDUSTRIES 996 920
VIPER ENERGY INC CL A 885 1,538
VONTIER CORPORATION 1,780 2,142
VOYA FINL INC 1,455 1,678
VISTRA CORP 874 2,099
NCR VOYIX CORPORATION 425 562
VERIZON COMMUNICATIONS 18,200 15,947
WESTERN ALLIANCE BANCORP 1,162 1,813
WARNER BROS DISCOVERY INC SER 904 1,017
WEBSTER FINCL CORP 845 803
WESCO INTL INC 603 3,019
WASTE CONNECTIONS INC 2,240 4,777
WALKER & DUNLOP INC 442 1,001
WORKDAY INC CL A 3,395 4,588
WD 40 COMPANY 1,387 1,747
WEX INC COM 762 837
WEATHERFORD INTL INC 1,151 1,845
CACTUS INC CLASS-A 751 710
WORKIVA INC CLASS A 615 914
WORLD KINECT CORPORATION 637 634
WILLIAMS CO INC 1,147 2,007
WALMART INC 3,854 4,494
WNS HOLDINGS LIMITED 5,023 4,199
BERKLEY W R CORP 722 757
WILLSCOT MOBILE MINI HOLDINGS 3,827 4,940
WINTRUST FIN CORP 1,514 1,771
WHITE MOUNTAIN GRP BERMUDA 818 895
SELECT WATER SOLUTION INC CL A 541 514
WILLIS TOWERS WATSON PLC LTD 2,266 2,604
EXXON MOBIL CORP 12,735 13,997
EXPRO GROUP HOLDINGS NV COM 1,002 852
ZOETIS INC CLASS-A 1,543 4,534
APPLE INC 3,977 27,532
ACCENTURE PLC IRELAND CL A 64,388 70,182
ADOBE INC 50,601 59,660
AUTOMATIC DATA PROCESSING INC 13,247 22,365
ADVANCED MICRO DEVICES 6,645 27,123
AMAZON COM INC 44,244 60,776
BOEING CO 72,704 130,330
BALL CORP 67,761 46,016
BRISTOL MYERS SQUIBB CO 7,019 6,209
BERKSHIRE HATHAWAY CL-B NEW 63,122 71,332
BLACKSTONE INC 6,535 26,577
THE CIGNA GROUP 59,123 59,890
COMCAST CORP (NEW) CLASS A 25,355 30,257
COSTCO WHOLESALE CORP NEW 31,010 66,008
SALESFORCE INC 68,332 131,570
CVS HEALTH CORP COM 18,058 15,792
DELTA AIR LINES INC NEW 11,453 14,483
DEERE & CO 10,750 28,791
WALT DISNEY CO HLDG CO 46,583 45,145
ELEVANCE HEALTH INC 8,359 14,147
EOG RESOURCES INC 19,004 24,190
GILEAD SCIENCE 30,163 32,404
CORNING INC 7,454 10,871
ALPHABET INC CL A 6,733 36,319
HOME DEPOT INC 63,982 69,310
HONEYWELL INTL INC 30,363 41,942
JOHNSON & JOHNSON 12,607 13,166
MC DONALDS CORP 9,124 14,232
META PLATFORMS INC CL A 12,583 21,238
MICROSOFT CORP 4,609 36,100
NETFLIX INC 88,731 243,440
NORTHROP GRUMMAN CP(HLDG CO) 54,165 70,221
NVIDIA CORPORATION 50,482 49,522
PALO ALTO NETWORKS INC 51,951 58,976
PAYPAL HLDGS INC COM 16,514 12,282
ROCKWELL AUTOMATION INC 49,112 77,620
STARBUCKS CORP WASHINGTON 4,819 11,425
CHARLES SCHWAB NEW 8,114 13,210
SHERWIN WILLIAMS COMPANY OHIO 12,874 22,457
STANLEY BLACK & DECKER INC 6,844 4,022
STRYKER CORP 55,059 59,892
AT&T INC 9,039 6,091
THERMO FISHER SCIENTIFIC 5,212 21,762
UNITEDHEALTH GP INC 4,927 25,271
UNION PACIFIC CORP 4,463 11,790
VISA INC CL A 19,638 24,994
WARNER BROS DISCOVERY INC SER 2,748 990
WILLIAMS CO INC 24,662 17,415
EXXON MOBIL CORP 74,376 119,976
GLOBAL PARTNERS LP 9.75%-A UNT 100,535 105,880
BLACKROCK INC 505,738 487,080
FERRELLGAS PARTNERS L P UNIT 11,300 380
GRANITE POINT MORTGAGE TRUST I 20,602 6,754
LOCKHEED MARTIN CORP 418,489 453,240
AG MTG INVT TR INC 29,656 1,899
OFFICE PPTYS INCOME TR BEN INT 93,738 9,150
TELEFONICA SA ADR 145,834 25,818
TWO HBRS INVT CORP 142,295 20,895
UBS GROUP AG SHS 60,772 2,719

TY 2023 InvestmentsOtherSchedule2
Name:
Jeffers Foundation
EIN:
20-2601947
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
SPDR BLOOMBERG 1-3 MONTH T-B AT COST 2,997 2,992
MSILF GOVERNMENT PTF INST AT COST 372,311 380,246

TY 2023 LegalFeesSchedule
Name:
Jeffers Foundation
EIN:
20-2601947
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Legal Fees 14,016 0   14,016


TY 2023 OtherAssetsSchedule
Name:
Jeffers Foundation
EIN:
20-2601947
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
Escrow on Improvements   54,050 54,050


TY 2023 OtherExpensesSchedule
Name:
Jeffers Foundation
EIN:
20-2601947
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Office expenses 3,650 0   3,650
Insurance 4,539 0   4,539
Mortgage Pool Expenses 8,406 8,406   0
Workshops 3,042 0   3,548
Program supplies 6,878 0   6,878
Advertising/ Promotion 3,550 0   3,550
Contract Services 1,268 0   1,268


TY 2023 OtherProfessionalFeesSchedule
Name:
Jeffers Foundation
EIN:
20-2601947
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Fees 51,022 51,022   0
Advisory Directors 5,230 0   5,230


TY 2023 TaxesSchedule
Name:
Jeffers Foundation
EIN:
20-2601947
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Real Estate Taxes 61,145 61,145   0
Excise Tax 17,227 0   0
Payroll Tax 1,173 0   1,173