Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
The Eppes - Jefferson Foundation Inc
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address) Foundation Source 501 Silverside Rd
  Room/suite
City or town
Wilmington
State or province
DE
Country  
ZIP or foreign postal code
198091377
A Employer identification number

26-2751096
B Telephone number (see instructions)

8008391754
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$10,987,631J 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) 0
2 Check .................
3 Interest on savings and temporary cash investments 17,567 17,567  
4 Dividends and interest from securities... 249,857 249,857  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 339,924
b Gross sales price for all assets on line 6a 1,526,804
7 Capital gain net income (from Part IV, line 2)... 339,924
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)....... Click to see attachment
List of Attached Documents:
// Content
699 699  
12 Total. Add lines 1 through 11........ 608,047 608,047  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 119,264     119,264
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 26,888     26,888
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
31,041 31,041    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,992      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,373     1,373
22 Printing and publications.......... 203     203
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
14,811     14,811
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 197,572 31,041   162,539
25 Contributions, gifts, grants paid....... 334,422 334,422
26 Total expenses and disbursements. Add lines 24 and 25 ................ 531,994 31,041   496,961
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 76,053
b Net investment income (if negative, enter -0-) 577,006
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 672,638 339,220 339,220
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
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)....... 4,297,131 Click to see attachment
List of Attached Documents:
// Content
4,297,569 		7,252,471
c Investments—corporate bonds (attach schedule)....... 2,946,548 Click to see attachment
List of Attached Documents:
// Content
3,351,755 		3,395,940
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,916,317 7,988,544 10,987,631
Liabilities 17 Accounts payable and accrued expenses.......... 3,819  
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 )    
23 Total liabilities (add lines 17 through 22)......... 3,819 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
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 7,912,498 7,988,544
29 Total net assets or fund balances (see instructions)..... 7,912,498 7,988,544
30 Total liabilities and net assets/fund balances (see instructions). 7,916,317 7,988,544
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
7,912,498
2
Enter amount from Part I, line 27a .....................
2
76,053
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
7,988,551
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
7,988,551
Form 990-PF (2025)
Form 990-PF (2025)
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 Publicly-traded Securities      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,526,804   1,186,880 339,924
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       339,924
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 2 339,924
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 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 8,020
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 8,020
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 8,020
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 3,800
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 3,800
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 4,220
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
DE, NH
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 2025 or the taxable year beginning in 2025? 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 address  
14
The books are in care ofFoundation Source Telephone no. (800) 839-1754

Located at501 Silverside Road Suite 123WilmingtonDE ZIP+4198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
David A Ward Pres, Dir, Sec, Treas
20.0 		59,632 9,040 0
9 MILL ROAD
BRENTWOOD,NH03833
Sharon A Ward Dir
20.0 		59,632 8,370 0
9 MILL ROAD
BRENTWOOD,NH03833
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
 
Total number of other employees paid over $50,000...................  
Form 990-PF (2025)
Form 990-PF (2025)
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
 
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  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
10,225,045
b
Average of monthly cash balances.......................
1b
423,058
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
10,648,103
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
0
3
Subtract line 2 from line 1d.........................
3
10,648,103
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
159,722
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
10,488,381
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
524,419
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
524,419
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
8,020
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,020
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
516,399
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
516,399
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
516,399
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, line 26, column (d) ..........
1a
496,961
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
496,961
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 516,399
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 474,654
b Total for prior years:2023, 2022, 2021  
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2025 from Part
XI, line 4: $ 496,961
a Applied to 2024, but not more than line 2a 474,654
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 2025 distributable amount..... 22,307
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025.    
(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 .......... 		 
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		494,092
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 2020 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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).)
NONE
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
The Eppes-Jefferson Foundation Inc
9 Mill Road
Brentwood,NH03833
(603) 762-2112
info@e-jfoundation.com
bThe form in which applications should be submitted and information and materials they should include:
See www.e-jfoundation.com for information on grant process.
cAny submission deadlines:
None
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
WITHOUT LIMITING FOUNDATION DISCRETION, CONSIDERATION IS MOST OFTEN GIVEN TO SUPPORT FOR THE ARTS, EDUCATION, AND HISTORICAL PRESERVATION.
Form 990-PF (2025)
Form 990-PF (2025)
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

ALABAMA SYMPHONIC ASSOCIATION INC

3621 6TH AVE S
BIRMINGHAM,AL35222 		N/A   General & Unrestricted 5,000

ALABAMA SYMPHONIC ASSOCIATION INC

3621 6TH AVE S
BIRMINGHAM,AL35222 		N/A   Music Experiences/Education for Coosa County Students 10,000

ANDYS SUMMER PLAYHOUSE INC

PO BOX 601 582 ISAAC FRYE HWY
WILTON,NH03086 		N/A   General & Unrestricted 25,000

ANNIE E WOODMAN INSTITUTE INC

PO BOX 1916
DOVER,NH03821 		N/A   Woodman Museum Portico Restoration Project 15,000

APLOMB PROJECT

262 CENTRAL AVE
DOVER,NH03820 		N/A   General & Unrestricted 30,000

ARTS ALIVE INC

15 EAGLE CT
KEENE,NH03431 		N/A   Mini-Grant Awards 2,500

ASHUELOT CONCERTS

93 TERRACE ST
KEENE,NH03431 		N/A   General & Unrestricted 22,500

AUSTIN17HOUSE

263 RTE 125
BRENTWOOD,NH03833 		N/A   General & Unrestricted 20,000

CONTINUUM ARTS COLLECTIVE

76 LOWER MAIN ST
NORTH BERWICK,ME03906 		N/A   Focused Communities Project 20,000

COOSA COUNTY BOARD OF EDUCATION

PO BOX 37
ROCKFORD,AL35136 		N/A   to Purchase Band Instruments 10,000

EDGE ENSEMBLE THEATRE COMPANY

310 MARLBORO ST STE 112
KEENE,NH03431 		N/A   Rent for the 875 Square Foot Lobby 10,500

EPSILON SPIRES INC

190 MAIN ST
BRATTLEBORO,VT05301 		N/A   General & Unrestricted 2,500

HALCYON MUSIC FESTIVAL INC

43 LEE ST 2
CAMBRIDGE,MA02139 		N/A   General & Unrestricted 10,000

IBMA FOUNDATION INC

1183 UNIVERSITY DR STE 105 PMB 215
BURLINGTON,NC27215 		N/A   to fund the Production of a new IBMA Foundation Info Video 5,000

LAMPREY ARTS AND CULTURE ALLIANCE

55 MAIN ST
NEWMARKET,NH03857 		N/A   for the Purchase of Shades/Blinds, Stage Area Renovations and/or Green Room Renovations 10,000

MANCHESTER COMMUNITY MUSIC SCHOOL

2291 ELM ST
MANCHESTER,NH03104 		N/A   Restricted to inventorying, repairing, organizing and maintaining musical instruments 5,000

MANCHESTER PERFORMING ARTS ASSOCIATION

669 UNION ST
MANCHESTER,NH03104 		N/A   General & Unrestricted 1,000

MONADNOCK INTERNATION FILM FESTIVAL

25 ROXBURY ST STE 207
KEENE,NH03431 		N/A   General & Unrestricted 1,000

NEW HAMPSHIRE FIDDLE ENSEMBLE INC

22 CASE RD
NOTTINGHAM,NH03290 		N/A   General & Unrestricted 15,000

NEW HAMPSHIRE PHILHARMONIC ORCHESTRA INCORPORATED

PO BOX 1651
CONCORD,NH03302 		N/A   General & Unrestricted 5,000

NEW HAMPSHIRE PUBLIC BROADCASTING

268 MAST RD
DURHAM,NH03824 		N/A   In Support of the "Our Hometown Series" 5,000

NEW HAMPSHIRE THEATRE PROJECT

959 ISLINGTON ST
PORTSMOUTH,NH03801 		N/A   General & Unrestricted 5,000

NEWYORKREP INC

345 W 58TH ST APT 10P
NEW YORK,NY10019 		N/A   In support of Pointing Fingers, a film by Burgeon & Flourish, LLC 14,211

NEWYORKREP INC

345 W 58TH ST APT 10P
NEW YORK,NY10019 		N/A   In support of Pointing Fingers, a film by Burgeon & Flourish, LLC 14,211

PETERBOROUGH PLAYERS INC

PO BOX 118
PETERBOROUGH,NH03458 		N/A   General & Unrestricted 10,000

PLAYERS RING COMPANY

105 MARCY ST
PORTSMOUTH,NH03801 		N/A   to fund Ring-Works New Play Development, Home Backstage, and to partially fund Dionysia Short Play Festival 25,000

POSITIVE STREET ART

174 MAIN ST
NASHUA,NH03060 		N/A   General & Unrestricted 5,000

RAYLYNMOR OPERA

PO BOX 308
KEENE,NH03431 		N/A   General & Unrestricted 3,000

TALLACOOSA AID TO PEOPLE INC

59 ALISON DR STE 2B
ALEX CITY,AL35010 		N/A   to benefit residents of Coosa County, Alabama 4,000

THE PARK THEATRE INC

PO BOX 278
JAFFREY,NH03452 		N/A   1922 Society Project 10,000

THEATRE UP

PO BOX 786
LITTLETON,NH03561 		N/A   Support for Youth Education and Training Program 8,000

UNITED WAY OF GREATER NASHUA INC

20 BROAD ST
NASHUA,NH03064 		N/A   Upbeat New Hampshire: in support of programs for Title One Schools (Sunset Heights, Amherst Street, Mt. Pleasant, Dr. Crisp), and in support of Orchestras 6,000
Total ................................. 3a 334,422
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 17,567  
4 Dividends and interest from securities ....     14 249,857  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 339,924  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aCLASS ACTION LAWSUIT PROCEEDS 		    01 699  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   608,047  
13Total. Add line 12, columns (b), (d), and (e)..................
13
608,047
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

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

TY 2025 DepreciationSchedule
Name:
The Eppes - Jefferson Foundation Inc
EIN:
26-2751096
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2025 InvestmentsCorpBondsSchedule
Name:
The Eppes - Jefferson Foundation Inc
EIN:
26-2751096
Name of Bond End of Year Book Value End of Year Fair Market Value
3M - 2.250% - 09/19/2026 100,779 98,761
ABBVIE INC - 4.950% - 03/15/20 100,156 103,503
ADOBE INC - 5.300% - 01/17/203 101,458 105,316
AMAZON - 4.700% - 12/01/1932 98,719 102,958
AMERICAN WATER CAPITAL CORP - 99,823 103,199
AMPHENOL CORP - 4.750% - 03/30 49,720 50,092
ASTRAZENECA FINANCE LLC - 4.90 100,240 103,498
CATERPILLAR FINANCIAL SERVICES 100,288 101,117
CISCO SYSTEMS INC - 5.050% - 0 100,053 103,103
CLOROX CO DEL NOTE - 4.600% - 98,837 101,022
COCA COLA CO - 1.450% - 06/01/ 100,746 97,052
EATON CORP - 4.350% - 05/18/20 99,337 101,135
ECOLAB INC NOTE - 4.800% - 03/ 99,198 102,622
EMERSON ELEC CO - 1.800% - 10/ 100,543 96,772
GE CAP CORP - 3.600% - 08/15/2 9,845 9,444
GILEAD SCIENCES - 5.250% - 10/ 49,861 52,542
HONEYWELL INTL INC - 5.000% - 100,429 103,004
INTUIT CO - 1.350% - 07/15/202 100,122 96,584
JB HUNT TRANSPORT SERVICES, IN 100,373 102,165
JOHN DEERE - 1.300% - 10/13/20 99,315 98,098
JP MORGAN CHASE - 1.200% - 06/ 99,859 98,795
LAM RESEARCH - 4.000% - 03/15/ 97,412 100,074
MANULIFE FINANCIAL CORP - 2.48 100,024 98,053
MCDONALDS CORP - 4.600% - 09/0 49,829 50,981
META PLATFORMS, INC - 4.550% - 100,413 101,768
PARKER-HANNIFIN CORP NOTE - 4. 100,203 101,473
PEPSI CO INC SR NTS - 5.000% - 100,686 103,103
PFIZER INVT - 4.650% - 05/19/2 50,082 51,031
PUBLIC STORAGE - 5.125% - 01/1 99,339 103,262
S&P GLOBAL INC - 4.250% - 05/0 97,736 100,537
SIMON PROPERTY GROUP - 3.300% 99,394 99,977
STARBUCK CORP NOTE - 4.850% - 49,800 50,449
STRYKER CORP - 3.650% - 03/07/ 99,322 99,433
UNITED PARCEL SERVICE - 4.875% 98,993 102,995
UNITEDHEALTH GROUP INC - 1.250 100,747 99,902
US BANCORP - 3.900% - 04/26/20 97,880 100,159
WASTE MGMT INC - 4.625% - 02/1 100,194 101,961

TY 2025 InvestmentsCorpStockSchedule
Name:
The Eppes - Jefferson Foundation Inc
EIN:
26-2751096
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 13,917 36,334
ABBVIE INC 35,462 43,642
ADOBE SYSTEMS, INC 17,405 25,199
ALPHABET INC CL A 32,362 164,012
AMAZON COM 49,977 103,407
AMERICAN TOWER REIT INC 45,542 38,450
AMPHENOL CORPORATION 11,833 42,569
ANALOG DEVICES INC 18,849 23,866
APPLE INC 23,304 123,424
ARISTA NETWORKS 17,945 42,454
BAKER HUGHES COMPANY 21,051 32,561
BANK OF AMERICA CORP 38,927 51,480
BANK OF AMERICA SER 5 PFD STK 42,570 38,520
BERKSHIRE HATHAWAY INC. CLASS 28,059 62,329
BOOKING HOLDINGS INC 15,388 37,487
BROADCOM INC 31,124 31,149
CHEVRON CORP 28,302 39,627
CHUBB LIMITED 33,742 48,691
CISCO SYSTEMS INC 21,794 30,581
COSTCO WHOLESALE CORPORATION 4,804 23,283
DANAHER CORP 22,160 34,567
DOMINION ENERGY INC 25,338 26,131
EATON CORP PLC 19,727 38,858
EXXON MOBIL CORP 15,558 22,744
FEDEX CORPORATION 21,909 27,442
GE HEALTHCARE TECHNOLOGIES INC 19,831 20,669
HEWLETT PACKARD ENTERPRISE CO 42,597 42,059
HOME DEPOT INC 18,526 23,399
HONEYWELL INTL 25,246 27,118
INTERCONTINENTAL EXCHANGE, INC 17,245 24,618
INTERNATIONAL BUSINESS MACHINE 23,535 43,543
ISHARE SP SMALL CAP 600 INDEX 123,247 191,206
ISHARES BARCLAYS US AGGREGATE 491,748 505,593
ISHARES IBOXX $ INVESTMENT GRA 130,933 120,107
ISHARES NASDAQ BIOTECHNOLOGY 20,591 26,328
ISHARES S&P 500 INDEX FD 1,053,839 2,665,101
ISHARES TR S & P MIDCAP 400 IN 246,639 393,096
JOHNSON & JOHNSON 33,012 44,287
JP MORGAN CHASE 23,513 83,455
KINDER MORGAN INC 15,585 23,751
L3HARRIS TECHNOLOGIES 34,120 53,136
LAM RESEARCH CORP 13,458 62,652
MASTERCARD INC 25,981 49,667
MATERIALS SELECT SECTOR SPDR 49,888 50,248
MEDTRONIC PLC 34,286 38,328
MERCK & CO INC 23,182 23,894
META PLATFORMS INC 32,879 42,906
METLIFE INC FLOATING RATE NON- 24,999 21,620
MICROSOFT CORP 46,024 115,585
NETFLIX INC 30,749 25,315
NVIDIA CORP 52,492 68,819
PALO ALTO NETWORKS INC 27,862 35,366
PEPSICO INC 30,409 31,000
PROCTER GAMBLE CO 25,390 26,942
PROLOGIS 26,313 28,213
QUEST DIAGNOSTICS 24,556 25,162
ROCKWELL AUTOMATION INC 26,011 35,405
SALESFORCE.COM 38,630 41,591
SELECT SECTOR SPDR UTILITIES 20,833 28,346
SYNOPSYS, INC 31,577 31,941
TRACTOR SUPPLY CO COM 23,555 22,505
ULTA SALON, COSMETICS & FRAGRA 23,439 27,225
US BANCORP PFD SER B - FLOAT % 40,934 35,700
VANGUARD FTSE DEVELOPED MARKET 411,537 578,785
VANGUARD FTSE EMERGING MARKETS 101,765 130,906
VERIZON COMMUNICATIONS 53,198 46,391
WAL-MART STORES INC 23,745 53,365
WALT DISNEY HOLDINGS CO 53,841 51,083
WASTE MANAGEMENT INC 22,780 47,238

TY 2025 OtherExpensesSchedule
Name:
The Eppes - Jefferson Foundation Inc
EIN:
26-2751096
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 8,478     8,478
Digital Subscriptions 220     220
Foundation Dues & Memberships 850     850
Indemnification Insurance 1,396     1,396
Insurance Premiums 1,641     1,641
CREDIT CARD LATE FEE 39     39
Office Supplies 563     563
Payroll Processing Fees 686     686
Postage/Delivery Service 84     84
State or Local Filing Fees 127     127
EQUIPMENT MAINTENANCE 72     72
WEBSITE HOSTING/SUPPORT 655     655


TY 2025 OtherIncomeSchedule2
Name:
The Eppes - Jefferson Foundation Inc
EIN:
26-2751096
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Class Action Lawsuit Proceeds 699 699  


TY 2025 OtherProfessionalFeesSchedule
Name:
The Eppes - Jefferson Foundation Inc
EIN:
26-2751096
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 31,041 31,041    


TY 2025 TaxesSchedule
Name:
The Eppes - Jefferson Foundation Inc
EIN:
26-2751096
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2025 3,800      
990-PF Excise Tax for 2024 192