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
THE JEBEDIAH FOUNDATION 7563-XXXXXX00129
 
Number and street (or P.O. box number if mail is not delivered to street address)45 SCHOOL ST 5TH FLOOR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA021083204
A Employer identification number

22-2999430
B Telephone number (see instructions)

(617) 345-4655
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$11,096,158J 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 26,338 26,338  
4 Dividends and interest from securities... 152,216 152,216  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 514,104
b Gross sales price for all assets on line 6a 1,458,689
7 Capital gain net income (from Part IV, line 2)... 537,701
8 Net short-term capital gain......... 0
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)....... Click to see attachment
List of Attached Documents:
// Content
2,685 2,685  
12 Total. Add lines 1 through 11........ 695,343 718,940  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 12,436 12,436    
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,470 2,470 0 0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
51,817 51,817   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,010 431   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
-12,780      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 58,953 67,154 0 0
25 Contributions, gifts, grants paid....... 405,000 405,000
26 Total expenses and disbursements. Add lines 24 and 25 463,953 67,154 0 405,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 231,390
b Net investment income (if negative, enter -0-) 651,786
c Adjusted net income (if negative, enter -0-)... 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............. 13,432 3,372 3,372
2 Savings and temporary cash investments......... 473,947 484,161 484,161
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
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 arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 100,328 Click to see attachment
List of Attached Documents:
// Content
198,105 		196,078
b Investments—corporate stock (attach schedule)....... 3,988,207 Click to see attachment
List of Attached Documents:
// Content
3,845,406 		8,957,444
c Investments—corporate bonds (attach schedule)....... 1,035,202 Click to see attachment
List of Attached Documents:
// Content
1,321,557 		1,294,543
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)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
72,552 		Click to see attachment
List of Attached Documents:
// Content
62,457 		Click to see attachment
List of Attached Documents:
// Content
160,560
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,683,668 5,915,058 11,096,158
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........ 5,683,668 5,915,058
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 5,683,668 5,915,058
30 Total liabilities and net assets/fund balances (see instructions). 5,683,668 5,915,058
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
5,683,668
2
Enter amount from Part I, line 27a .....................
2
231,390
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,915,058
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
5,915,058
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 100000. ABBVIE INC SR NT DTD 05/12/2016 2.85% 05   2021-04-19 2023-05-14
b 50. ADOBE SYS INC   2019-03-15 2023-08-17
c 100. AMERIPRISE FINANCIAL INC   2012-11-14 2023-02-28
d 500. APPLE COMPUTER INC   2013-05-31 2023-08-17
e 250. APPLE COMPUTER INC   2011-12-09 2023-11-20
350. BALL CORP COM   2023-02-28 2023-11-20
1150. BALL CORP COM   2020-04-24 2023-11-20
100. BERKSHIRE HATHAWAY INC DEL CL B   2020-04-14 2023-11-20
15. BOOKING HLDGS INC   2019-03-15 2023-11-20
100. DANAHER CORPORATION   2012-11-14 2023-02-28
22236.918 FEDERATED HERMES ULTRASHORT BD   2021-04-19 2023-02-21
200. GALLAGHER ARTHUR J & CO   2020-09-01 2023-08-17
300. J P MORGAN CHASE & CO   2012-03-26 2023-02-28
100000. MCDONALDS CORP DTD 03/16/2018 3.35% 04/0   2021-04-19 2023-04-01
250. NVIDIA CORP   2015-12-10 2023-08-17
100. NVIDIA CORP   2015-12-10 2023-11-20
350. RTX CORPORATION COM   2017-11-28 2023-02-28
50. ROPER INDUSTRIES INC (NEW)   2014-11-25 2023-11-20
500. SMITH A O CORP   2020-08-11 2023-11-20
100. STRYKER CORP   2012-11-14 2023-02-28
50. THERMO ELECTRON CORP   2018-05-10 2023-02-28
1225. VANGUARD SHORT-TERM BOND ETF (MKT)   2021-04-19 2023-02-21
.333 VERALTO CORP COM SHS   2012-11-14 2023-10-23
233. VERALTO CORP COM SHS   2012-11-14 2023-11-20
1040. VMWARE INC CLASS A SHS   2020-03-31 2023-11-27
100. CHUBB LIMITED COM   2015-12-10 2023-02-28
(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 100,000   100,000  
b 25,965   12,778 13,187
c 34,541   5,808 28,733
d 88,519   7,910 80,609
e 47,827   3,510 44,317
18,100   19,871 -1,771
59,472   74,951 -15,479
35,810   19,339 16,471
47,173   26,308 20,865
24,680   3,933 20,747
200,132   205,024 -4,892
45,057   21,067 23,990
42,757   13,669 29,088
100,000   100,000  
109,012   2,054 106,958
49,247   822 48,425
34,521   28,335 6,186
26,444   8,013 18,431
37,825   25,111 12,714
26,384   5,257 21,127
27,165   10,563 16,602
92,110   100,815 -8,705
24   5 19
16,454   3,123 13,331
148,200   111,172 37,028
21,270   11,550 9,720
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       13,187
c       28,733
d       80,609
e       44,317
      -1,771
      -15,479
      16,471
      20,865
      20,747
      -4,892
      23,990
      29,088
       
      106,958
      48,425
      6,186
      18,431
      12,714
      21,127
      16,602
      -8,705
      19
      13,331
      37,028
      9,720
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 2 537,701
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 9,060
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 9,060
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 9,060
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 5,596
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 4,500
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,096
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 3
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 1,033
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,033 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$   (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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 arrowMA
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 arrow  
14
The books are in care ofright arrowWELCH FORBES LLC Telephone no.right arrow (617) 523-1635

Located atright arrow45 SCHOOL STREET 5TH FLBOSTONMA ZIP+4right arrow02108
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
 
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
DANIEL AMORY TRUSTEE
1 		0    
ONE FEDERAL ST FL 29
BOSTON,MA02110
DAVID L SILVIAN TRUSTEE
1 		12,436    
ONE FEDERAL ST FL 29
BOSTON,MA02110
CHRISTOPHER AMORY TRUSTEE
1 		0    
ONE FEDERAL ST FL 29
BOSTON,MA02110
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
WELCH FORBES LLC INVESTMENT MANAGEMEN 51,817
45 SCHOOL STREET 5TH FL
BOSTON,MA02108
WELCH FORBES LLC TAX PREPARATION 2,400
45 SCHOOL STREET 5TH FL
BOSTON,MA02108
DAVID SILVIAN TRUSTEE SERVICES 12,436
ONE FEDERAL ST FL 29
BOSTON,MA02110
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  
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 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
9,319,206
b
Average of monthly cash balances.......................
1b
545,382
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
9,864,588
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
9,864,588
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
147,969
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,716,619
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
485,831
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
485,831
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
9,060
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
9,060
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
476,771
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
476,771
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
476,771
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
405,000
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
405,000
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 7 476,771
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 19,293
e From 2022...... 30,580
f Total of lines 3a through e ........ 49,873
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 405,000
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 405,000
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 49,873 49,873
(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 0
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 .......... 		21,898
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 ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
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).)
NA
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.
NA
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

BREAKWATER SCHOOL

856 BRIGHTON AVE
PORTLAND,ME04102 		NONE SECTION 501 (C) (3) CONTRIBUTION TO GENERAL 250

MAINE COLLEGE OF ART

522 CONGRESS ST
PORTLAND,ME04101 		NONE SECTION 501 (C) (3) CONTRIBUTION TO GENERAL 10,000

PORTLAND STAGE COMPANY

25 FOREST AVE
PORTLAND,ME04101 		NONE SECTION 501 (C) (3) CONTRIBUTION TO GENERAL 1,000

MAINE CONSERVATION
ALLIANCE
295 WATER STREET SUITE 9
AUGUSTA,ME04330 		NONE SECTION 501 (C) (3) CONTRIBUTION TO GENERAL 10,250

CONSERVATION LAW
FOUNDATION
62 SUMMER ST
BOSTON,MA02110 		NONE SECTION 501 (C) (3) HELP PRESERVE NATURAL 15,000

OPEN COLLECTIVE FOUNDATION

440 N BARRANCA AVE 3717
COVINA,CA91723 		NONE SECTION 501 (C) (3) CONTRIBUTION TO GENERAL 10,000

PEABODY ESSEX MUSEUM

161 ESSEX STREET
SALEM,MA01970 		NONE SECTION 501 (C) (3) CONTRIBUTION TO GENERAL 1,000

PLANNED PARENTHOOD LEAGUE
OF MASSACHUSETTS
1055 COMMONWEALTH AVE
BOSTON,MA02215 		NONE SECTION 501 (C) (3) CONTRIBUTION TO GENERAL 1,250

GOOD SHEPHERD FOOD BANK OF MAINE

3121 HOTEL ROAD
AUBURN,ME04211 		NONE SECTION 501 (C) (3) CONTRIBUTION TO GENERAL 10,500

SOUTHERN HARBOR ELDERCARE SERVICE

12 PULPIT HARBOR ROAD
NORTH HAVEN,ME04853 		NONE SECTION 501 (C) (3) CONTRIBUTION TO GENERAL 100

LCV EDUCATION FUND

740 15TH STREET STE 700
WASHINGTON,DC20005 		NONE SECTION 501 (C) (3) CONTRIBUTION TO GENERAL 35,000

VINCENT CLUB

302 ESSEX AVE
GLOUCESTER,MA01930 		NONE SECTION 501 (C) (3) CONTRIBUTION TO GENERAL 2,500

YOUTH & FAMILY OUTREACH

331 CUMBERLAND AVE
PORTLAND,ME04101 		NONE SECTION 501 (C) (3) CONTRIBUTION TO GENERAL 1,000

WGBH TV

ONE GUEST STREET
BOSTON,MA02135 		NONE SECTION 501 (C) (3) CONTRIBUTION TO GENERAL 1,000

MAINE PUBLIC

1450 LISBON STREET
LEWISTON,ME04240 		NONE SECTION 501 (C) (3) CONTRIBUTION TO GENERAL 5,000

OUTLIERS ROBOTICS ASSOCIATION

777 HALLOWELL ROAD
DURHAM,ME04222 		NONE SECTION 501 (C) (3) CONTRIBUTION TO GENERAL 1,250

WATERMANS COMMUNITY
CENTER
12 MAINE STREET
NORTH HAVEN,ME04853 		NONE SECTION 501 (C) (3) CONTRIBUTION TO GENERAL 5,000

NORTH HAVEN ARTS &
ENRICHMENT
10 MAIN STREET
NORTH HAVEN,ME04853 		NONE SECTION 501 (C) (3) CONTRIBUTION TO GENERAL 1,000

NORTH HAVEN SUSTAINABLE
HOUSING
148 CRABTREE POINT RD
NORTH HAVEN,ME04853 		NONE SECTION 501 (C) (3) CONTRIBUTION TO GENERAL 25,100

CARROLL SCHOOL

25 BAKER BRIDGE ROAD
LINCOLN,MA01773 		NONE SECTION 501 (C) (3) CONTRIBUTION TO GENERAL 2,500

CATHOLIC CHARITIES MAINE

307 CONGRESS STREET
PORTLAND,ME04101 		NONE SECTION 501 (C) (3) CONTRIBUTION TO GENERAL 5,000

FOLK ARTS RAJASTHAN

314 EAST 84TH ST 11
NEW YORK,NY10028 		NONE SECTION 501 (C) (3) FUND CHILDREN'S MUSICAL 2,000

HARVARD COLLEGE

1350 MASSACHUSETTS AVE
CAMBRIDGE,MA02138 		NONE SECTION 501 (C) (3) CONTRIBUTION TO GENERAL 1,000

MOUNT HOLYOKE COLLEGE

50 COLLEGE ST
SOUTH HADLEY,MA01075 		NONE SECTION 501 (C) (3) CONTRIBUTION TO GENERAL 3,000

ANIMAL RESCUE LEAGUE
OF BOSTON
10 CHANDLER ST
BOSTON,MA02116 		NONE SECTION 501 (C) (3) FUND ANIMAL SHELTERS 1,250

JEWISH COMMUNITY ALLIANCE
OF SOUTHERN MAINE
1342 CONGRESS ST
PORTLAND,ME04102 		NONE SECTION 501 (C) (3) CONTRIBUTION TO GENERAL 5,000

SPRUCE STREET NURSERY SCHOOL

417 MAIN STREET
GLOUCESTER,MA01930 		NONE SECTION 501 (C) (3) CONTRIBUTION TO GENERAL 15,000

HURRICANE ISLAND
FOUNDATION
PO BOX 1280
ROCKLAND,ME04841 		NONE SECTION 501 (C) (3) CONTRIBUTION TO GENERAL 100

IMMIGRANT LEGAL ADVOCACY
PROJECT
309 CUMBERLAND AVE
PORTLAND,ME04101 		NONE SECTION 501 (C) (3) CONTRIBUTION TO GENERAL 5,000

ISLAND INSTITUTE

386 MAIN STREET
ROCKLAND,ME04841 		NONE SECTION 501 (C) (3) CONTRIBUTION TO GENERAL 50

MAINE DONOR ALLIANCE

299 MARKET STREET SUITE 250
SADDLE BROOK,NJ07663 		NONE SECTION 501 (C) (3) CONTRIBUTION TO GENERAL 15,000

NATIONAL NETWORK OF ABORTION FD

298 WASHINGTON STREET
GLOUCESTER,MA01930 		NONE SECTION 501 (C) (3) CONTRIBUTION TO GENERAL 2,500

NORTHFIELD MOUNT HERMON
SCHOOL
1 LAMPLIGHTER WAY
GILL,MA01354 		NONE SECTION 501 (C) (3) CONTRIBUTION TO GENERAL 500

PLANNED PARENTHOOD OF
NORTHERN NEW ENGLAND
443 CONGRESS ST 3RD FL
PORTLAND,ME04101 		NONE SECTION 501 (C) (3) CONTRIBUTION TO GENERAL 5,000

OPPORTUNITY ALLIANCE

50 MONUMENT SQUARE
PORTLAND,ME04101 		NONE SECTION 501 (C) (3) CONTRIBUTION TO GENERAL 7,500

COURAGEUS SAILING

NAVY YARD PIER FOUR BLVD
MEMPHIS,TN38105 		NONE SECTION 501 (C) (3) CONTRIBUTION TO GENERAL 7,500

WAYNFLETE SCHOOL

360 SPRING ST
PORTLAND,ME04102 		NONE SECTION 501 (C) (3) CONTRIBUTION TO GENERAL 250

WAYSIDE FOOD PROGRAMS

135 WALTON ST
PORTLAND,ME04103 		NONE SECTION 501 (C) (3) CONTRIBUTION TO GENERAL 10,000

LANDING SCHOOL

286 RIVER ROAD
ARUNDEL,ME04046 		NONE SECTION 501 (C) (3) CONTRIBUTION TO GENERAL 500

PREBLE STREET

38 PREBLE STREET
PORTLAND,ME04101 		NONE SECTION 501 (C) (3) CONTRIBUTION TO GENERAL 8,500

ENGINEERS WITHOUT BORDERS
USA
1031 33RD STREET STE 210
DENVER,CO80205 		NONE SECTION 501 (C) (3) CONTRIBUTION TO GENERAL 500

152 COMMONWEALTH FOUNDATION

152 COMMONWEALTH AVE
BOSTON,MA02116 		NONE SECTION 501 (C) (3) CONTRIBUTION TO GENERAL 1,000

BOSTON ATHENAEUM

PO BOX 990009
BOSTON,MA02199 		NONE SECTION 501 (C) (3) CONTRIBUTION TO GENERAL 1,000

FRIENDS OF KOTZSCHMAR
ORGAN
P O BOX 7455
PORTLAND,ME04112 		NONE SECTION 501 (C) (3) CONTRIBUTION TO GENERAL 50

CITIBANK N A DAF

111 WALL STREET
NEW YORK,NY10005 		NONE SECTION 501 (C) (3) CONTRIBUTION TO GENERAL 167,500

GREEN EMPOWERMENT

140 SW YAMHILL STREET
PORTLAND,OR97204 		NONE SECTION 501 (C) (3) CONTRIBUTION TO GENERAL 1,000

NORTH HAVEN FOUNDATION

P O BOX 664
ROCKLAND,ME04841 		NONE SECTION 501 (C) (3) CONTRIBUTION TO GENERAL 600
Total .................................right arrow 3a 405,000
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 26,338  
4 Dividends and interest from securities ....     14 152,216  
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 .....     18 2,685  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 514,104  
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) ..   695,343  
13Total. Add line 12, columns (b), (d), and (e)..................
13
695,343
(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:
THE JEBEDIAH FOUNDATION 7563-XXXXXX00129
EIN:
22-2999430
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER ALLOCABLE EXPENSE-PRINCI 70 70    
TAX PREPARATION FEE 2,400 2,400    

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE JEBEDIAH FOUNDATION 7563-XXXXXX00129
EIN:
22-2999430
Name of Bond End of Year Book Value End of Year Fair Market Value
COMCAST CORP DTD 10/5/18 4.15% 102,930 98,607
RTX CORP DTD 3/15/27 3.5% 100,261 96,356
APPLE INC DTD 2/23/26 3.25% 101,225 97,567
ABBVIE INC SR NT 5/12/16 2.85%    
GENERAL DYNAMICS 2.375% 11/15/ 105,895 97,544
AMAZON COM INC DTD 12/1/32 4.7 99,200 102,754
MCDONALDS CORP 3.35% 4/1/23    
ORACLE CORP 2.5% 4/1/25 105,092 96,669
ROPER INDS 2.35% 9/15/24 104,864 97,534
AT&T INC 4.35% 2/19/19 102,019 98,691
LOWES CO INC DTD 3/26/20 4.5% 102,859 99,419
AMGEN INC DTD 3/2/26 5.507% 99,888 100,045
ANHEUZER BUSCH DTD 1/23/31 4.9 98,982 104,030
LOCKHEEED MARTIN CORP DTD 11/1 100,804 103,214
STARBUCKS CORP DTD 2/15/33 4.8 97,538 102,113

TY 2023 InvestmentsCorpStockSchedule
Name:
THE JEBEDIAH FOUNDATION 7563-XXXXXX00129
EIN:
22-2999430
Name of Stock End of Year Book Value End of Year Fair Market Value
ALPHABET INC CL C 46,768 281,860
AMERIPRISE FINL 36,055 189,915
APPLE INC 36,514 433,193
BANK OF AMERICA 65,950 168,350
CARMAX INC 57,186 115,110
CHEVRON CORP 227,416 335,610
CISCO SYSTEMS 78,702 151,560
DANAHER CORP 30,716 161,938
ECOLAB INC 54,596 119,010
FISERV INC 27,608 199,260
JP MORGAN CHASE 48,906 195,615
JOHNSON & JOHNSON 65,905 156,740
MCDONALDS CORP 60,844 207,557
NVIDIA CORP 7,461 445,698
PROCTER & GAMBLE 33,265 73,270
RESMED INC 31,748 137,616
ROPER TECH 56,090 190,810
STRYKER CORP 53,700 194,649
VANGUARD INFLATION- PROT SEC 101,734 89,737
VERIZON COMM 91,396 94,250
MICROSOFT CORP 106,282 470,050
RTX CORP COM 105,797 168,280
CHUBB LIMITED 92,400 180,800
STARBUCKS CORP 90,451 144,015
META PLATFORMS INC CL A 113,491 247,772
HOME DEPOT INC 91,430 207,930
VISA INC CL A 83,973 260,350
MEDTRONIC PLC 106,934 102,975
ABBOTT LABORATORIES 98,938 176,112
ADOBE SYSTEMS INC 98,719 238,640
AMAZON COM INC 163,996 227,910
BOOKING HLDGS 82,047 212,833
COSTCO WHOLESALE CORP NEW 81,722 264,032
TJX COS INC NEW 85,540 187,620
THERMO FISHER SCIENTIFIC INC 73,943 185,777
BALL CORP    
BERKSHIRE HATHAWAY 96,695 178,330
CARLISLE COS INC 105,184 249,944
GALLAGHER ARTHUR 84,267 179,904
ISHARES US PREF 105,518 93,570
SMITH A O CORP 124,910 206,100
VMWARE INC    
WATSCO INC 78,485 214,235
VANGUARD S/T BOND ETF    
FEDERATED HERBES ULT BD    
LINCOLN ELECTRIC HLDS INC 154,679 217,460
AMERICAN WATER WORKS CO INC 78,557 79,194
ELI LILLY & CO 89,475 87,438
NEXTERA ENERGY INC 135,119 121,480
LINDE PLC COM 104,294 112,945

TY 2023 InvestmentsGovtObligationsSch
Name:
THE JEBEDIAH FOUNDATION 7563-XXXXXX00129
EIN:
22-2999430
US Government Securities - End of Year Book Value:

198,105
US Government Securities - End of Year Fair Market Value:

196,078
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2023 OtherAssetsSchedule
Name:
THE JEBEDIAH FOUNDATION 7563-XXXXXX00129
EIN:
22-2999430
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
CAMDEN PRIVATE CAPITAL III 72,552 62,457 160,560


TY 2023 OtherExpensesSchedule
Name:
THE JEBEDIAH FOUNDATION 7563-XXXXXX00129
EIN:
22-2999430
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CAMDEN PRIVATE CAPITAL III LLC -12,780 0   0


TY 2023 OtherIncomeSchedule2
Name:
THE JEBEDIAH FOUNDATION 7563-XXXXXX00129
EIN:
22-2999430
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
CAMDEN PRIVATE CAPITAL III LLC 2,685 2,685  


TY 2023 OtherProfessionalFeesSchedule
Name:
THE JEBEDIAH FOUNDATION 7563-XXXXXX00129
EIN:
22-2999430
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 51,817 51,817    


TY 2023 TaxesSchedule
Name:
THE JEBEDIAH FOUNDATION 7563-XXXXXX00129
EIN:
22-2999430
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 431 431   0
FEDERAL EXCISE TAX - PRIOR YR 4,000 0   0
FEDERAL ESTIMATED TAX 579 0   0