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
SUSAN AND LEANDER JENNINGS FOUNDATI
 
Number and street (or P.O. box number if mail is not delivered to street address)230 E MACARTHUR ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI53217
A Employer identification number

39-1868601
B Telephone number (see instructions)

(414) 352-1790
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$482,857J 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 289 289  
4 Dividends and interest from securities... 16,446 16,446  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
33,672
b Gross sales price for all assets on line 6a 135,975
7 Capital gain net income (from Part IV, line 2)...  
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........ 50,407 16,735  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,349      
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
6,308      
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
153      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
132      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 10,942 0   0
25 Contributions, gifts, grants paid....... 93,840 93,840
26 Total expenses and disbursements. Add lines 24 and 25 104,782 0   93,840
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -54,375
b Net investment income (if negative, enter -0-) 16,735
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............. 14,183 40,433 40,433
2 Savings and temporary cash investments.........      
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..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 408,244 Click to see attachment
List of Attached Documents:
// Content
327,619 		442,424
c Investments—corporate bonds (attach schedule).......      
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)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 422,427 368,052 482,857
Liabilities 17 Accounts payable and accrued expenses..........    
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).........   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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 422,427 368,052
29 Total net assets or fund balances (see instructions)..... 422,427 368,052
30 Total liabilities and net assets/fund balances (see instructions). 422,427 368,052
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
422,427
2
Enter amount from Part I, line 27a .....................
2
-54,375
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
368,052
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
368,052
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.)
1a
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
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
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  
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) 1 233
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  
3 Add lines 1 and 2........................... 3 233
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 233
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 233
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
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
 
 
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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 arrow
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 arrowN/A
14
The books are in care ofright arrowLEANDER JENNINGS Telephone no.right arrow (414) 352-1790

Located atright arrow250 INDIAN HARBOR DRIVEVERO BEACHFL ZIP+4right arrow32903
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)
 
No
(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
 
 
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
 
 
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
LEANDER JENNINGS PRESIDENT/TR
000.00 		0 0 0
250 INDIAN HARBOR DRIVE
VERO BEACH,FL32903
SUSAN JENNINGS VICE PRESIDE
000.00 		0 0 0
250 INDIAN HARBOR ROAD
VERO BEACH,FL32903
PATRICIA ULLRICH SECRETARY
000.00 		0 0 0
3048 N MARIETTA AVENUE
MILWAUKEE,WI53211
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  
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow  
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  
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 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
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
477,756
b
Average of monthly cash balances.......................
1b
33,286
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
511,042
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
511,042
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
7,666
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
503,376
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
25,169
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
25,169
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
233
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
233
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
24,936
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
24,936
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
24,936
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
93,840
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
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
93,840
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 24,936
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 52,585
b From 2019...... 61,200
c From 2020...... 96,341
d From 2021...... 71,280
e From 2022...... 79,948
f Total of lines 3a through e ........ 361,354
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 93,840
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 24,936
e Remaining amount distributed out of corpus 68,904
5 Excess distributions carryover applied to 2023.    
(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 5 430,258
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
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) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		52,585
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		377,673
10 Analysis of line 9:
a Excess from 2019.... 61,200
b Excess from 2020.... 96,341
c Excess from 2021.... 71,280
d Excess from 2022.... 79,948
e Excess from 2023.... 68,904
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 e-mail address of the person to whom applications should be addressed:
SUSAN JENNINGS
250 INDIAN HARBOR ROAD
VERO BEACH,FL32903
(414) 352-1791
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

AID TO THE CHURCH IN NEED

725 LEONARD STREET
BROOKLYN,NY11222 		    OPERATING 700

ALS ASSOCIATION

6133 ROCKSIDE ROAD STE 30
INDEPENDENCE,OH44131 		    OPERATING 245

ALZHEIMERS DISEASE RESEARCH

225 N MICHIGAN AVENUE
CHICAGO,IL60601 		    OPERATING 400

AMERICAN CANCER SOCIETY

379 CENTER POINT CIRCLE S
ALTAMONTE SPRINGS,FL32702 		    OPERATING 610

AMERICAN INDIAN COLLEGE FUND

8333 GREENWOOD BLVD 120
DENVER,CO80221 		    OPERATING 500

AMERICAN RED CROSS

431 18TH STREET
WASHINGTON,DC20006 		    OPERATING 4,000

AMNESTY INTERNATIONAL

311 W 43RD STREET 7TH FL
NEW YORK,NY10036 		    OPERATING 100

AUDIBON SOCIETY

225 VARICK ST
NEW YORK,NY10014 		    OPERATING 100

BETSEY FEIMOUR JEFFERSON SCHOLARSHI

112 CLARKE COURT
CHARLOTTESVILLE,VA22903 		    OPERATING 100

BIG BROTHERS BIG SISTERS

1846 18TH AVE
VERO BEACH,FL32960 		    OPERATING 200

BOYS AND GIRLS CLUB OF GREATER MILW

1558 NORTH 6TH STREET
MILWAUKEE,WI53212 		    OPERATING 1,600

BOYS AND GIRLS CLUB OF INDIAN RIVER

1729 17TH AVENUE
VERO BEACH,FL32960 		    OPERATING 1,000

BOYS TOWN

14000 BOYS TOWN HOSPITAL
BOYS TOWN,NE68010 		    OPERATING 200

CAPUCHIN COMMUNITY SERVICES

PO BOX 5830
MILWAUKEE,WI53205 		    OPERATING 550

CARING CENTER FOR WOMEN

1986 31ST AVENUE SUITE 10
VERO BEACH,FL32960 		    OPERATING 100

CATHOLIC RELIEF SERVICES

228 W LEXINGTON ST
BALTIMORE,MD21201 		    OPERATING 700

CATHOLIC STEWARDSHIP APPEAL

3501 S LAKE DRIVE
MILWAUKEE,WI53235 		    OPERATING 6,500

CENACLE SISTERS

513 FULLERTON PARKWAY
CHICAGO,IL60614 		    OPERATING 1,000

CHARLES KUBLY FOUNDATION

PO BOX 170284
MILWAUKEE,WI53217 		    OPERATING 1,000

CITIZENS BEHIND THE BADGE

1360 BEVERLY ROAD STE 305
MCLEAN,VA22101 		    OPERATING 100

CLEVELAND CLINIC

1000 37TH PLACE STE 101
VERO BEACH,FL32960 		    OPERATING 1,000

COLLECTORS CORNER

8445 64TH AVENUE
WABASSO,FL32970 		    OPERATING 100

COMPANIONS OF ST ANTHONY

PO BOX 341591
MILWAUKEE,WI53234 		    OPERATING 350

COVENANT HOUSE

462 EIGHTH AVENUE
NEW YORK,NY10002 		    OPERATING 100

CRISTO REY

104 S MICHIGAN AVENUESTE
CHICAGO,IL60603 		    OPERATING 1,000

CROSS CATHOLIC OUTREACH

2700 N MILITARY TRI 300
BOCA RATON,FL33427 		    OPERATING 400

DIOCESE OF PALM BEACH

PO BOX 109649
PALM BEACH GARDENS,FL33409 		    OPERATING 2,050

DOCTORS WITHOUT BORDERS

40 RECTOR STREET 16TH FLO
NEW YORK,NY10006 		    OPERATING 1,000

FATHER GENE'S HELP CENTER

5919 W NATIONAL AVENUE
WEST ALLIS,WI53214 		    OPERATING 100

FEED THE HUNGRY

530 E IRELAND ROAD
SOUTH BEND,IN46614 		    OPERATING 540

FEEDING AMERICA

35 E WACKER DRIVE
CHICAGO,IL60601 		    OPERATING 375

FINCA

1201 15TH STREET NW 8TH F
WASHINGTON,DC20005 		    OPERATING 500

FIRST LIBERTY

2001 W PLANO PARKWAY
PLANO,TX75075 		    OPERATING 490

FOUNDATION OF RELIGIOUS RETIRED

3221 SOUTH LAKE DRIVE
ST FANCIS,WI53235 		    OPERATING 100

FRANCISCAN FRIARS OF ATONEMENT

PO BOX 302
GARRISON,NY10525 		    OPERATING 200

GUARDIANS OF THE WILD

1250 TWENTY FOURTH STREET
WASHINGTON,DC20090 		    OPERATING 200

GIFFORD YOUTH ACTIVITY CENTER

4875 43RD AVENUE
GIFFORD,FL32967 		    OPERATING 250

HABITAT FOR HUMANITY

122 HABITAT STREET
AMERICUS,GA31710 		    OPERATING 1,000

HOLY CROSS CHURCH

500 IRIS LANE
VERO BEACH,FL32963 		    OPERATING 1,900

HOPE FOR FAMILIES

716 4TH PLACE
VERO BEACH,FL32963 		    OPERATING 320

HOPE HOUSE OF MILWAUKEE

209 W ORCHARD STREET
MILWAUKEE,WI53204 		    OPERATING 200

HUNGER TASK FORCE

201 S HAWLEY COURT
MILWAUKEE,WI53216 		    OPERATING 300

IMMANUEL UNITED CHURCH OF CHRIST

1901 23RD STREET
VERO BEACH,FL32960 		    OPERATING 50

IMPACT

6001 HIGHWAY A1A
INDIAN RIVER SHORES,FL32963 		    OPERATING 1,100

INDIAN RIVER LAND TRUST

80 ROYAL PALM POINTE SUIT
VERO BEACH,FL32960 		    OPERATING 1,520

INDIAN RIVER SYMPHONIC ASSOCIATION

1901 23RD STREEET
VERO BEACH,FL32960 		    OPERATING 250

JOHNS ISLAND COMMUNITY SERVICE LEAG

4445 N HIGHWAY A1A STE 23
VERO BEACH,FL32963 		    OPERATING 4,000

JOHNS ISLAND FOUNDATION

6001 HIGHWAY A1A
VERO BEACH,FL32963 		    OPERATING 10,000

JUDICIAL WATCH

425 THIRD STREET SW SUITE
WASHINGTON,DC20024 		    OPERATING 500

LEADERSHIP INSTITUTE

1101 N HIGHLAND STREET
ARLINGTON,VA22201 		    OPERATING 1,000

MARINE CORP ASSOCIATION FOUNDATION

715 BROADWAY ST
QUANTICO,VA22134 		    OPERATING 100

MARQUETTE UNIVERSITY HIGH SCHOOL

3401 W WISCONSIN AVE
MILWAUKEE,WI53208 		    OPERATING 500

MAYO CLINIC FOUNDATION

200 FIRST STREET
ROCHESTER,MN55905 		    OPERATING 250

MERCY SHIPS

PO BOX 1930
LINDALE,TX75771 		    OPERATING 150

MILWAUKEE ART MUSEUM

700 NORTH ART MUSEUM DRIV
MILWAUKEE,WI53202 		    OPERATING 3,000

MILWAUKEE PUBLIC MUSEUM

799 W WELLS STREET
MILWAUKEE,WI53232 		    OPERATING 3,000

MILWAUKEE RESCUE MISSION

830 N 19TH STREET
MILWAUKEE,WI53233 		    OPERATING 1,100

NATIONAL MS SOCIETY

PO BOX 91891
WASHINGTON,DC20003 		    OPERATING 500

NATIONAL PARKS OF AMERICA

13461 SUNRISE VALLEY DRIV
HERNDON,VA20171 		    OPERATING 100

OPERATION SMILE

3641 FACULTY BOULEVARD
VIRGINIA BEACH,VA23453 		    OPERATING 100

ORCA

12637 SHOREWOOD DR SW
SEATTLE,WA98146 		    OPERATING 500

PROJECT VERITAS

PO BOX 98217
WASHINGTON,DC20077 		    OPERATING 250

REPAIRERS OF THE BREACH

1335 W VLIET ST
MILWAUKEE,WI53213 		    OPERATING 500

SALVATION ARMY

11314 W WATERTOWN PLANK R
WAUWATOSA,WI53226 		    OPERATING 100

SCHOOL SISTERS OF ST FRANCIS OF ASS

3221 SOUTH LAKE DRIVE
ST FRANCIS,WI53235 		    OPERATING 100

ST EUGENE CHURCH SCHOOL

7601 N PORT WASHINGTON RO
MILWUKEE,WI53217 		    OPERATING 500

SOJOURNER

619 W WALNUT STREET
MILWAUKEE,WI53212 		    OPERATING 200

SPECIAL OLYMPICS

2310 CROSSROADS DRIVE
MADISON,WI53178 		    OPERATING 400

ST EUGENE CHURCH

7601 N PORT WASHINGTON RO
MILWAUKEE,WI53217 		    OPERATING 6,350

ST JOSEPHS INDIAN SCHOOL

1301 N MAIN STREET
CHAMBERLAIN,SD57325 		    OPERATING 100

ST JUDE CHILDRENS HOSPITAL

501 ST JUDE PLACE
MEMPHIS,TN38105 		    OPERATING 420

ST PAULS CATHOLIC STUDENT CENTER

723 STATE STREET
MADISON,WI53235 		    OPERATING 100

THE NATURE CONSERVANCY

4245 NORTH FAIRFAX DRIVE
ARLINGTON,VA22203 		    OPERATING 200

THE SOURCE

PO BOX 2458
VERO BEACH,FL32961 		    OPERATING 1,000

TOYS FOR TOTS FOUNDATION

18251 QUANTICO GATEWAY DR
TRIANGLE,VA22172 		    OPERATING 220

TUNNEL TO TOWERS

2361 HYLAN BLVD
STATEN ISLAND,NY10306 		    OPERATING 1,050

UNITED AGAINST POVERTY

2746 US HIGHWAY 1
VERO BEACH,FL32960 		    OPERATING 750

UNITED WAY OF INDIAN RIVER COUNTY

1836 11TH AVENUE
VERO BEACH,FL32961 		    OPERATING 2,500

UNITED WAY OF MILWAUKEE

225 WEST VINE STREET
MILWAUKEE,WI53212 		    OPERATING 11,000

UNITED PERFORMING ART FUND

301 WISCONSIN AVENUE SUIT
MILWAUKEE,WI53203 		    OPERATING 2,000

VERO BEACH MUSEUM OF ART

3001 RIVERSIDE PARK DRIVE
VERO BEACH,FL32963 		    OPERATING 3,200

VETRANS OF FOREIGN WARS

406 W 34TH STREET
KANSAS CITY,MO64111 		    OPERATING 300

VNA HOSPICE FOUNDATION

111 35TH LANE
VERO BEACH,FL32961 		    OPERATING 1,300

WISCONSIN RIGHT TO LIFE EDUCATION F

12420 W HAMPTON AVE
BUTLER,WI53007 		    OPERATING 100

WOMENS CARE CENTER

1986 31ST AVENUE SUITE 10
VERO BEACH,FL32960 		    OPERATING 600

WOUNDED WARRIOR PROJECT

230 W MONROE STREET SUITE
CHICAGO,IL60606 		    OPERATING 700
Total .................................right arrow 3a 93,840
bApproved for future payment
Total ................................. right arrow 3b  
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 ........... 		    14 289  
4 Dividends and interest from securities ....     14 16,446  
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 ............ 		        33,672
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) ..   16,735 33,672
13Total. Add line 12, columns (b), (d), and (e)..................
13
50,407
(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:
SUSAN AND LEANDER JENNINGS FOUNDATI
EIN:
39-1868601
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING EXPENSE 4,349      

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 GainLossSaleOtherAssetsSch
Name:
SUSAN AND LEANDER JENNINGS FOUNDATI
EIN:
39-1868601
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
ANALOG DEVICES 2016-01 PURCHASE 2023-05   4,299 1,908     2,391  
BROADRIDGE FINANCIAL 2016-01 PURCHASE 2023-05   1,071 367     704  
BROADRIDGE FINANCIAL 2016-01 PURCHASE 2023-10   3,178 1,007     2,171  
BROADRIDGE FINANCIAL 2016-01 PURCHASE 2023-12   1,150 390     760  
CHEVRON 2016-08 PURCHASE 2023-01   2,634 1,546     1,088  
CHUBB 2015-12 PURCHASE 2023-01   2,633 1,414     1,219  
CHUBB 2016-08 PURCHASE 2023-12   2,233 1,221     1,012  
CISCO SYSTEMS 2020-06 PURCHASE 2023-01   2,431 2,326     105  
CISCO SYSTEMS 2020-06 PURCHASE 2023-10   3,848 3,284     564  
COLGATE PALMOLIVE 2015-12 PURCHASE 2023-12   2,331 2,008     323  
ENTERGY CORP 2019-03 PURCHASE 2023-12   3,256 2,585     671  
FASTENAL 2016-08 PURCHASE 2023-12   3,803 1,264     2,539  
FIDELITY NATL FINL 2016-02 PURCHASE 2023-10   2,852 1,724     1,128  
FIDELITY NATL FINL 2016-02 PURCHASE 2023-12   3,182 1,583     1,599  
GILEADE SCIENCES 2018-03 PURCHASE 2023-01   5,475 5,082     393  
HOME DEPOT 2021-01 PURCHASE 2023-01   3,148 2,765     383  
HOME DEPOT 2021-01 PURCHASE 2023-12   2,609 2,194     415  
KINDERMORGAN 2021-01 PURCHASE 2023-12   2,438 1,990     448  
LINDE PLC 2016-08 PURCHASE 2023-05   5,483 2,452     3,031  
LINDE PLC 2024-05 PURCHASE 2023-10   1,499 654     845  
LINDE PLC 2024-05 PURCHASE 2023-12   797 327     470  
LOCKHEED MARTIN 2019-03 PURCHASE 2023-01   5,274 3,407     1,867  
MICROSOFT 2016-04 PURCHASE 2023-05   2,816 466     2,350  
MICROSOFT 2016-04 PURCHASE 2023-10   2,813 466     2,347  
MICROSOFT 2016-04 PURCHASE 2023-10   633 104     529  
MICROSOFT 2016-04 PURCHASE 2023-11   2,534 363     2,171  
NESTLE SA 2018-09 PURCHASE 2023-05   4,035 2,669     1,366  
PAYCHEX 2016-10 PURCHASE 2023-10   3,404 1,676     1,728  
PAYCHEX 2016-10 PURCHASE 2023-12   1,250 559     691  
PEPSICO 2015-12 PURCHASE 2023-05   2,683 1,450     1,233  
PEPSICO 2016-08 PURCHASE 2023-12   1,339 871     468  
POLARIS 2017-04 PURCHASE 2023-10   3,420 2,710     710  
PROGRESSIVE 2016-09 PURCHASE 2023-01   4,797 1,154     3,643  
PROGRESSIVE 2016-09 PURCHASE 2023-10   3,228 717     2,511  
PROGRESSIVE 2016-09 PURCHASE 2023-12   1,942 374     1,568  
RAYONIER 2016-08 PURCHASE 2023-11   6,727 6,032     695  
SL GREEN REALTY GROUP 2022-06 PURCHASE 2023-03   2,643 6,241     -3,598  
SL GREEN REALTY GROUP   PURCHASE 2023-03   4,088 16,730     -12,642  
SNAP ON 2020-02 PURCHASE 2026-10   4,274 2,692     1,582  
SNAP ON 2020-02 PURCHASE 2023-12   1,400 788     612  
SOUTHERN CO 2015-12 PURCHASE 2023-12   2,151 1,412     739  
WEYERHAEUSER   PURCHASE 2023-11   7,795 7,858     -63  
ARES CAPITAL 2016-08 PURCHASE 2023-12   3,568 2,666     902  
ISHS 0-3 MTH TREAS 2023-11 PURCHASE 2023-11   2,811 2,807     4  

TY 2023 InvestmentsCorpStockSchedule
Name:
SUSAN AND LEANDER JENNINGS FOUNDATI
EIN:
39-1868601
Name of Stock End of Year Book Value End of Year Fair Market Value
ANALOG DEVICES 7,425 14,892
BROADRIDGE FINANCIAL SOLUTIONS 6,813 13,991
BROOKFIELD INFRASTRUCTURE CORP 15,474 12,595
DOW 13,765 14,478
CHEVRON CORP 10,235 12,828
CHUBB 7,449 13,334
CISCO SYSTEMS INC 11,009 12,327
CLOROX CO 13,495 14,544
COLGATE PALMOLIVE 11,456 13,391
DIAGEO PLC NEW SPONSORED 10,314 12,381
DIGITAL REALTY TRUST 11,003 14,669
ENTERGY CORP 10,584 12,952
FASTENAL 4,347 13,602
FIDELITY NATIONAL FINANCIAL 9,608 15,816
GILEAD SCIENCES 12,367 14,258
HOME DEPOT 10,897 13,862
KINDER MORGAN 13,399 14,324
LINDE 5,739 13,553
LOCKHEED MARTIN 9,919 14,050
MICROSOFT 1,814 13,161
NESTLE 9,863 12,951
NORTHERN TRUST 13,703 14,767
PAYCHEX 6,700 12,387
PEPSICO 8,916 13,248
POLARIS INDUSTRIES INC 10,982 12,225
PRICE T ROWE GROUP INC 12,855 13,138
PROGRESSIVE 4,085 12,902
RAYONIER 6,537 7,584
SNAP ON INC 7,404 13,575
SOUTHERN CO 8,921 12,762
UNITED PARCEL SERVICE 6,937 7,075
US BANCORP DE 17,575 15,148
WEYERHAUSER CO 6,027 7,615
ARES CAPITAL CORP 8,899 10,936
ISHARES 0-3 MO TREASURY BOND 1,103 1,103

TY 2023 OtherExpensesSchedule
Name:
SUSAN AND LEANDER JENNINGS FOUNDATI
EIN:
39-1868601
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
BANK FEES 107      
ANNUAL FILING FEE 25      


TY 2023 OtherProfessionalFeesSchedule
Name:
SUSAN AND LEANDER JENNINGS FOUNDATI
EIN:
39-1868601
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVISOR FEES 6,308      


TY 2023 TaxesSchedule
Name:
SUSAN AND LEANDER JENNINGS FOUNDATI
EIN:
39-1868601
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX ON INVESTMENT INCOME        
FOREIGN TAXES PAID ON DIVIDENDS 153