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
JEFFERSON CHRISTIAN ACADEMY SCHOLARSHIP
 
Number and street (or P.O. box number if mail is not delivered to street address) P O BOX 11647
  Room/suite
City or town
BIRMINGHAM
State or province
AL
Country  
ZIP or foreign postal code
35202
A Employer identification number

61-6520033
B Telephone number (see instructions)

2058203141
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)$689,733J 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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 16,171 15,911  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 21,718
b Gross sales price for all assets on line 6a 76,800
7 Capital gain net income (from Part IV, line 2)... 21,718
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).......      
12 Total. Add lines 1 through 11........ 37,889 37,629  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 6,501 5,201   1,300
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
1,000 0 0 1,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,151 1,151   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,126 307   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 9,778 6,659 0 2,300
25 Contributions, gifts, grants paid....... 31,442 31,442
26 Total expenses and disbursements. Add lines 24 and 25 ................ 41,220 6,659 0 33,742
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,331
b Net investment income (if negative, enter -0-) 30,970
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......... 27,734 19,349 19,349
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
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 0      
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).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 450,806 Click to see attachment
List of Attached Documents:
// Content
455,440 		670,384
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) 478,540 474,789 689,733
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 )    
23 Total liabilities (add lines 17 through 22).........   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........ 478,540 474,789
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)..... 478,540 474,789
30 Total liabilities and net assets/fund balances (see instructions). 478,540 474,789
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
478,540
2
Enter amount from Part I, line 27a .....................
2
-3,331
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
475,209
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
420
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
474,789
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 4. ADOBE SYS INC COM   2023-06-15 2025-02-04
b 8. FISERV INC COM   2024-06-06 2025-02-04
c 3. INTUIT   2014-01-28 2025-02-04
d 9. MERCK & CO INC   2022-03-04 2025-02-04
e 15. PULTE HOMES INC   2022-10-13 2025-02-04
2. SBA COMMUNICATIONS CORP NEW   2024-10-03 2025-02-04
7. SBA COMMUNICATIONS CORP NEW   2021-11-22 2025-02-04
4. UNITEDHEALTH GROUP INC   2022-10-13 2025-02-04
10. CHUBB LIMITED COM   2015-11-09 2025-02-04
735.683 BAIRD FDS INC   2022-11-14 2025-03-07
5. ALPHABET INC/CA   2024-06-06 2025-03-12
1. AMAZON COM INC   2025-02-04 2025-03-12
1. AMAZON COM INC   2023-06-15 2025-03-12
6. APPLE INC   2014-01-28 2025-03-12
1. COSTCO WHOLESALE CORP NEW   2023-10-06 2025-03-12
1. FACEBOOK INC   2024-10-03 2025-03-12
7. FIFTH THIRD BANCORP   2024-08-07 2025-03-12
1. JPMORGAN CHASE & CO   2024-06-06 2025-03-12
1. MASTERCARD INC   2021-11-19 2025-03-12
3. MERCK & CO INC   2022-03-04 2025-03-12
4. MICROSOFT CORP COM   2024-02-14 2025-03-12
8. MONDELEZ INTL INC   2022-10-13 2025-03-12
1. NETFLIX COM INC   2023-06-15 2025-03-12
1. PACKAGING CORP AMER   2021-03-11 2025-03-12
2. PROGRESSIVE CORP OH   2023-10-06 2025-03-12
1. QUALCOMM INC   2024-08-07 2025-03-12
1. QUALCOMM INC   2022-10-13 2025-03-12
2. SALESFORCE COM INC   2021-11-19 2025-03-12
1. STRYKER CORP   2021-05-07 2025-03-12
6. TJX COMPANIES INC   2021-01-14 2025-03-12
7. WALMART STORES INC COM   2024-06-06 2025-03-12
1. ZOETIS INC   2018-08-14 2025-03-12
1. FACEBOOK INC   2024-08-07 2025-04-29
2. NETFLIX COM INC   2023-06-15 2025-04-29
18. QUALCOMM INC   2020-04-21 2025-04-29
3. T -MOBILE US INC   2024-02-14 2025-04-29
1. THERMO FISHER SCIENTIFIC INC   2024-08-07 2025-04-29
5. THERMO FISHER SCIENTIFIC INC   2014-01-02 2025-04-29
219. SCHWAB STRATEGIC TR   2023-08-10 2025-06-17
47.329 VANGUARD WORLD FD   2023-08-10 2025-06-17
79. VANGUARD FTSE DEVELOPED ETF   2024-10-10 2025-06-17
3. ADOBE SYS INC COM   2023-06-15 2025-07-25
1. FACEBOOK INC   2022-08-12 2025-07-25
14. FISERV INC COM   2022-10-13 2025-07-25
4. GE VERNOVA INC   2024-10-03 2025-07-25
1. NETFLIX COM INC   2022-08-12 2025-07-25
5. UNITEDHEALTH GROUP INC   2020-02-18 2025-07-25
13. ZOETIS INC   2018-10-16 2025-07-25
39. CHIPOTLE MEXICAN GRILL INC   2024-07-11 2025-09-19
9. NVIDIA CORP   2019-07-12 2025-09-19
CAPITAL GAIN DIVIDENDS P    
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(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 1,767   1,956 -189
b 1,722   1,204 518
c 1,803   221 1,582
d 805   693 112
e 1,648   601 1,047
394   483 -89
1,378   2,217 -839
2,186   1,552 634
2,741   1,129 1,612
7,210   6,982 228
833   884 -51
201   241 -40
201   127 74
1,318   109 1,209
935   555 380
630   576 54
270   275 -5
233   197 36
531   344 187
281   178 103
1,531   1,104 427
532   448 84
920   444 476
197   140 57
556   287 269
155   156 -1
155   112 43
568   609 -41
368   257 111
702   412 290
620   471 149
163   92 71
555   497 58
2,232   888 1,344
2,638   1,304 1,334
720   484 236
423   592 -169
2,115   547 1,568
8,653   7,139 1,514
5,389   4,908 481
4,435   4,083 352
1,113   1,467 -354
720   181 539
1,944   1,670 274
2,582   1,010 1,572
1,182   245 937
1,420   1,515 -95
1,971   1,186 785
1,537   2,272 -735
1,588   38 1,550
      2,029
      2,029
      2,029
      2,029
      2,029
      2,029
      2,029
      2,029
      2,029
      2,029
      2,029
      2,029
      2,029
      2,029
      2,029
      2,029
      2,029
      2,029
      2,029
      2,029
      2,029
      2,029
      2,029
      2,029
      2,029
      2,029
      2,029
      2,029
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      2,029
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      2,029
      2,029
      2,029
      2,029
      2,029
      2,029
      2,029
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       -189
b       518
c       1,582
d       112
e       1,047
      -89
      -839
      634
      1,612
      228
      -51
      -40
      74
      1,209
      380
      54
      -5
      36
      187
      103
      427
      84
      476
      57
      269
      -1
      43
      -41
      111
      290
      149
      71
      58
      1,344
      1,334
      236
      -169
      1,568
      1,514
      481
      352
      -354
      539
      274
      1,572
      937
      -95
      785
      -735
      1,550
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 21,718
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) 1 430
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........................... 3 430
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- ..... 5 430
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 468
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 468
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 38
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax38 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)
AL
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 addressN/A
14
The books are in care ofREGIONS BANK TRUST DEPT Telephone no. (205) 820-3141

Located at250 RIVERCHASE PARKWAY EASTBIRMINGHAMAL ZIP+435244
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
REGIONS BANK TRUSTEE
1 		6,501    
2050 PARKWAY OFFICE CIRCLE
HOOVER,AL35244
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................... 0
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
NONE
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.........................  
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
635,231
b
Average of monthly cash balances.......................
1b
16,937
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
652,168
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
652,168
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
9,783
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
642,385
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
32,119
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
32,119
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
430
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
430
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
31,689
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
31,689
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
31,689
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
33,742
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
33,742
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 31,689
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 2,581
b From 2021...... 561
c From 2022...... 7,190
d From 2023...... 3,652
e From 2024...... 479
f Total of lines 3a through e ........ 14,463
4Qualifying distributions for 2025 from Part
XI, line 4: $ 33,742
a Applied to 2024, 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 2025 distributable amount..... 31,689
e Remaining amount distributed out of corpus 2,053
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 16,516
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		2,581
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		13,935
10 Analysis of line 9:
a Excess from 2021 .... 561
b Excess from 2022 .... 7,190
c Excess from 2023 .... 3,652
d Excess from 2024 .... 479
e Excess from 2025 .... 2,053
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).)
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 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 (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

JEFFERSON CHRISTIAN ACADEMY

1500 HERITAGE PLACE DRIVE
IRONDALE,AL35210 		NONE   GENERAL OPERATING 31,442
Total ................................. 3a 31,442
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 ........... 		         
4 Dividends and interest from securities ....     14 16,171  
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 21,718  
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) ..   37,889  
13Total. Add line 12, columns (b), (d), and (e)..................
13
37,889
(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

TY 2025 AccountingFeesSchedule
Name:
JEFFERSON CHRISTIAN ACADEMY SCHOLARSHIP
EIN:
61-6520033
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,000     1,000

TY 2025 InvestmentsOtherSchedule2
Name:
JEFFERSON CHRISTIAN ACADEMY SCHOLARSHIP
EIN:
61-6520033
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
3128PRP45 FG J12243 4% 01 MAY      
3128PUJ29 FG J14781 3.5% 01 MA      
3135G0K36 FED NATL MTG ASSN      
3138WKUK9 FN AS9585 4% 01 MAY      
3138X3EJ7 FN AU3736 3% 01 AUG      
31416BRY6 FNMA POOL 0995203      
759530108 RELX PLC      
786584102 SAFRAN SA      
867224107 SUNCOR ENERGY INC      
867914BM4 SUNTRUST BANKS INC 2      
037833CQ1 APPLE INC 2.3% 11 MA      
09247X101 BLACKROCK INC      
166764100 CHEVRON CORP NEW AT COST 1,108 1,677
172967KB6 CITIGROUP INC      
312943UP6 FG A95090 4.5% 01 NO      
3132XCR64 FG G67709 3.5% 01 MA      
3138E0SD2 FN AJ7715 3% 01 DEC      
3138MFTC1 FNMA POOL AQ0546      
3138WPJG0 FNMA POOL # AT2062      
31416MYM0 FNMA POOL 0AA431      
31419LZZ9 FN AE9759 4% 01 DEC      
977874205 WOLTERS KLUWER NV      
464287507 ISHARES TR AT COST 39,364 65,670
539439AR0 LLOYDS BANKING GROUP      
560877300 MAKITA CORP      
65558R109 NORDEA BANK ABP      
68389XBR5 ORACLE CORP      
780259206 ROYAL DUTCH SHELL PL      
78392U105 RYOHIN KEIKAKU CO LT      
79588J102 SAMPO OYJ      
G1151C101 ACCENTURE PLC IRELAN      
85771PAN2 STATOIL ASA      
87236YAH1 TD AMERITRADE HOLDIN      
89236TEU5 TOYOTA MOTOR CREDIT      
912828WZ9 U S TREASURY NOTE      
92343V104 VERIZON COMMUNICATIO      
N53745100 LYONDELLBASELL INDU-      
437076102 HOME DEPOT INC      
532457108 LILLY ELI & CO AT COST 374 5,373
60871RAC4 MOLSON COORS BEVERAG      
65339F101 NEXTERA ENERGY INC AT COST 465 1,766
808513AW5 THE CHARLES SCHWAB C      
904767704 UNILEVER PLC      
06828M876 BARON SELECT FDS      
10373QAB6 BP CAP MKTS AMER INC      
12572Q105 CME GROUP INC      
26078JAB6 DOWDUPONT INC      
29446M102 EQUINOR ASA      
30231G102 EXXON MOBIL CORP AT COST 2,454 4,332
3128PXKV7 FHLMC GOLD J17508      
31371KTC5 FEDERAL NAT'L MTGE A      
31412RLS4 FN 932837 3% 01 DEC      
375558BF9 GILEAD SCIENCES INC      
23304Y100 DBS GROUP HOLDINGS L      
312944PF2 FG A95822 4% 01 DEC      
3138AW3J0 FN AJ5300 4% 01 NOV      
3138WF2Z8 FNMA POOL # AS6191      
3140GYKA6 FN BH9288 4% 01 FEB      
369622SM8 GENERAL ELEC CAP COR      
45672B305 INFORMA PLC      
713448108 PEPSICO INC      
744320102 PRUDENTIAL FINANCIAL      
00770G847 JOHCM INTERNATIONAL      
136375102 CANADIAN NATIONAL RA      
172967424 CITIGROUP INC      
20449X401 COMPASS GROUP PLC      
3138EGCB8 FNMA POOL AL0065      
31402QYH8 FN 735212 5% 01 DEC      
3140Q75P8 FN CA0853 3.5% 01 DE      
31418ALW6 FN MA1240 2.5% 01 NO      
G29183103 EATON CORP PLC AT COST 1,311 3,504
G5960L103 MEDTRONIC PLC      
912828R36 U S TREASURY NOTE      
92852T201 VIVENDI SA      
931142ED1 WALMART INC      
98978V103 ZOETIS INC      
H1467J104 CHUBB LTD      
461202103 INTUIT      
742718109 PROCTER & GAMBLE CO      
912828H52 UNITED STATES TREAS      
928662501 VOLKSWAGEN AG      
92939U106 WEC ENERGY GROUP INC      
G0408V102 AON CORP      
001317205 AIA GROUP LTD      
00206R102 AT&T INC      
14040HBP9 CAPITAL ONE FINANCIA      
142795202 CARLSBERG A/S      
17275R102 CISCO SYSTEMS INC      
26875P101 EOG RESOURCES INC      
3128MJXK1 FHLMC GOLD G08681      
312933WQ3 FG A86955 4.5% 01 JU      
38141GWM2 GOLDMAN SACHS GROUP      
438516106 HONEYWELL INTL INC      
66987V109 NOVARTIS AG      
79466L302 SALESFORCE COM INC AT COST 1,410 2,649
911312106 UNITED PARCEL SVC IN      
913017109 UNITED TECHNOLOGIES      
927320101 VINCI SA      
92826C839 VISA INC      
045387107 ASSA ABLOY AB - UNSP      
278865100 ECOLAB INC      
3128M9D25 FHLMC G07021      
3128MDWN9 FHLMC GOLD G14953      
02079K305 ALPHABET INC/CA AT COST 2,060 15,024
02665WCD1 AMERICAN HONDA FINAN      
037833DC1 APPLE INC      
09062XAC7 BIOGEN INC      
20030N101 COMCAST CORP NEW AT COST 1,993 1,764
234062206 DAIWA HOUSE INDUSTRY      
26441CAW5 DUKE ENERGY CORP NEW      
3138A5AP7 FN AH3613 3.5% 01 JA      
31416BM70 FN 995082 5.5% 01 AU      
31419DMQ1 FNMA POOL 0AE3066      
345397XK4 FORD MOTOR CREDIT CO      
459200JG7 INTERNATIONAL BUSINE      
778296103 ROSS STORES INC AT COST 2,162 2,702
78012KKU0 ROYAL BANK OF CANADA      
783513203 RYANAIR HOLDINGS PLC      
883556102 THERMO FISHER SCIENT      
89233P5F9 TOYOTA MOTOR CREDIT      
9128283W8 US TREASURY N/B 2.75      
485537401 KAO CORP      
500458401 KOMATSU LTD      
501044DE8 KROGER CO      
61761JVL0 MORGAN STANLEY      
863667101 STRYKER CORP AT COST 2,461 3,515
87944W105 TELENOR ASA      
91324P102 UNITEDHEALTH GROUP I      
91913YAU4 VALERO ENERGY CORP N      
931142103 WAL MART STORES INC AT COST 2,140 5,348
94988J5N3 WELLS FARGO BANK NA      
000375204 ABB LTD      
256677105 DOLLAR GEN CORP NEW AT COST 2,051 2,523
3128MMQY2 FG G18470 2.5% 01 JU      
3138EJ5Q7 FN AL2654 3% 01 NOV      
31417VN66 FNMA POOL 0AC8512      
31677QBG3 FIFTH THIRD BANK      
372303206 GENMAB A/S -SP ADR      
445658107 JB HUNT TRANSPORT SE      
580135101 MC DONALDS CORPORATI AT COST 2,057 3,362
58933Y105 MERCK & CO INC NEW AT COST 1,022 2,210
594918104 MICROSOFT CORP AT COST 4,195 17,410
74432QBP9 PRUDENTIAL FINANCIAL      
74435K204 PRUDENTIAL PLC      
756568101 RED ELECTRICA CORP S      
803054204 SAP SE      
86562M209 SUMITOMO MITSUI FINA      
912828PC8 U S TREASURY NOTE      
464287655 ISHARES TR AT COST 24,030 47,263
46625H100 JPMORGAN CHASE & CO AT COST 2,145 7,733
023135106 AMAZON COM INC AT COST 3,746 10,387
0258M0DX4 AMERICAN EXPRESS CRE      
031162CH1 AMGEN INC      
037833100 APPLE INC AT COST 1,002 14,952
06416CAB4 BANK OF NOVA SCOTIA      
088606108 BHP GROUP LTD      
192446102 COGNIZANT TECHNOLOGY      
606822BJ2 MITSUBISHI UFJ FINL      
67066G104 NVIDIA CORP AT COST 466 20,515
89832Q109 TRUIST FINL CORP      
H01301128 ALCON INC      
07724U103 BEIERSDORF AG-UNSPON      
54338V101 LONZA GROUP AG      
609207105 MONDELEZ INTL INC AT COST 1,526 1,507
881575302 TESCO PLC      
464287739 ISHARES U.S. REAL ES      
80105N105 SANOFI-SYNTHELABO      
05565A202 BNP PARIBAS SA      
316773100 FIFTH THIRD BANCORP AT COST 2,697 3,792
433578507 HITACHI LTD      
624678108 MOWI ASA - SPON ADR      
824551105 SHIN ETSU CHEM-UNSPO      
254687106 DISNEY WALT CO AT COST 1,830 2,275
3140X4DE3 FN FM1000 3% 01 APR      
92532F100 VERTEX PHARMACEUTICA      
009126202 AIR LIQUIDE SA      
30231GBE1 EXXON MOBIL CORP      
31418CR89 FN MA3210 3.5% 01 DE      
31502A303 FERGUSON PLC-ADR      
499180107 KNORR-BREMSE - UNSP      
553530106 MSC INDUSTRIAL DIREC      
912828YB0 US TREASURY N/B 1.62      
00914AAB8 AIR LEASE CORP MED T      
06051GHT9 BANK AMER CORP      
29286D105 ENGIE-SPON ADR      
3131Y1W55 FR ZM6968 4% 01 JUN      
654445303 NINTENDO CO LTD      
780249108 KONINKLIJKE DSM NV      
126650100 CVS HEALTH CORP      
86959X107 SUZUKI MOTOR CORP      
3140X4TN6 FN FM1456 2.5% 01 SE      
404280CC1 HSBC HLDGS PLC      
925458101 VESTAS WIND SYSTEMS      
04314H592 ARTISAN PARTNERS FDS AT COST 8,550 15,218
29476L107 EQUITY RESIDENTIAL      
459200KA8 INTERNATIONAL BUSINE      
ROUNDING      
412295107 HARDING LOEVNER FDS      
3132XCRY3 FG G67703 3.5% 01 AP      
91282CAL5 US TREASURY N/B .375      
693506107 PPG INDS INC      
25746U109 DOMINION ENERGY INC      
78410G104 SBA COMMUNICATIONS C      
14040HCE3 CAPITAL ONE FINL COR      
22160K105 COSTCO WHOLESALE COR AT COST 1,835 4,312
842587DE4 SOUTHERN CO      
548661DR5 LOWES COS INC      
822582CD2 SHELL INTL FIN B V      
30303M102 FACEBOOK INC AT COST 1,832 7,261
3140GUKS5 FN BH5704 3% 01 OCT      
40434LAC9 HP INC      
037833DY3 APPLE INC      
75513E101 RAYTHEON TECHNOLOGIE      
57636Q104 MASTERCARD INC AT COST 2,574 4,567
747525103 QUALCOMM INC      
064159TF3 BANK NOVA SCOTIA B C      
172967MT5 CITIGROUP INC      
912828ZG8 US TREASURY N/B .375      
808513BF1 SCHWAB CHARLES CORP      
912828ZT0 US TREASURY N/B .25%      
09062X103 BIOGEN IDEC INC      
92343VFS8 VERIZON COMMUNICATIO      
086516101 BEST BUY INC      
666807102 NORTHROP GRUMMAN COR      
46653M849 JOHCM FDS TR      
89236THW8 TOYOTA MTR CR CORP M      
78409V104 S&P GLOBAL INC AT COST 3,125 3,658
3140X8AN7 FN FM4512 3.5% 01 AP      
0641593U8 BANK NOVA SCOTIA B C      
440452AG5 HORMEL FOODS CORP      
43300A203 HILTON WORLDWIDE HLD      
78016EZM2 ROYAL BK CDA GLOBAL      
3140X9CL7 FN FM5474 2.5% 01 OC      
872540109 TJX COS INC NEW AT COST 1,746 3,994
3132DMVD4 FR SD0612 2.5% 01 NO      
745867101 PULTE HOMES INC      
695156109 PACKAGING CORP AMER AT COST 1,607 2,475
177376AG5 CITRIX SYS INC      
06406RAQ0 BANK NEW YORK MELLON      
337738108 FISERV INC COM      
458140BU3 INTEL CORP      
872590104 T -MOBILE US INC AT COST 1,297 2,030
723787107 PIONEER NAT RES CO      
38141GYN8 GOLDMAN SACHS GROUP      
31620MBS4 FIDELITY NATL INFORM      
808513BU8 SCHWAB CHARLES CORP      
89788MAD4 TRUIST FINL CORP SR      
87165B103 SYNCHRONY FINL      
89236TJK2 TOYOTA MTR CR CORP M      
38141G104 GOLDMAN SACHS GROUP AT COST 2,021 5,274
31635T807 FIDELITY SALEM STR T AT COST 80,259 83,560
64110L106 NETFLIX COM INC AT COST 691 2,813
25159K705 DEUTSCHE DWS MKT TR      
4812C0134 JPMORGAN TR II AT COST 34,631 35,710
98389B100 XCEL ENERGY INC AT COST 3,002 3,250
057071854 BAIRD FDS INC AT COST 68,245 71,481
808524755 SCHWAB STRATEGIC TR AT COST 22,692 39,649
88160R101 TESLA INC      
427866108 HERSHEY CO      
00724F101 ADOBE SYS INC COM      
252131107 DEXCOM INC      
34959J108 FORTIVE CORP      
743315103 PROGRESSIVE CORP OH AT COST 1,865 2,960
893641100 TRANSDIGM GROUP INC AT COST 2,465 3,990
921910501 VANGUARD WORLD FD AT COST 31,251 34,355
00770X675 PZENA EMERG MKTS VAL AT COST 7,824 9,886
00771X419 GQG PART EMERG MKTS AT COST 19,559 20,395
025537101 AMERICAN ELEC PWR CO AT COST 1,701 2,191
169656105 CHIPOTLE MEXICAN GRI      
36828A101 GE VERNOVA INC AT COST 1,516 3,921
46284V101 IRON MTN INC NEW AT COST 2,299 1,742
655844108 NORFOLK SOUTHN CORP AT COST 2,029 2,310
74762E102 QUANTA SVCS INC AT COST 2,682 3,799
806857108 SCHLUMBERGER LTD AT COST 1,864 1,497
921943858 VANGUARD TAX-MANAGED AT COST 15,971 19,303
00287Y109 ABBVIE INC AT COST 4,422 5,255
11135F101 BROADCOM INC AT COST 6,590 9,691
12504L109 CBRE GROUP INC AT COST 1,726 1,929
478160104 JOHNSON & JOHNSON AT COST 3,527 4,346
48251W104 KKR & CO INC AT COST 1,829 1,530
59156R108 METLIFE INC AT COST 2,311 2,131
68389X105 ORACLE CORP AT COST 3,539 4,093
876030107 TAPESTRY INC AT COST 2,294 2,555

TY 2025 OtherDecreasesSchedule
Name:
JEFFERSON CHRISTIAN ACADEMY SCHOLARSHIP
EIN:
61-6520033
Description Amount
MUTUAL FUND TIMING ADJ 417
ROUNDING 3


TY 2025 OtherProfessionalFeesSchedule
Name:
JEFFERSON CHRISTIAN ACADEMY SCHOLARSHIP
EIN:
61-6520033
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 1,151 1,151    


TY 2025 TaxesSchedule
Name:
JEFFERSON CHRISTIAN ACADEMY SCHOLARSHIP
EIN:
61-6520033
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 218 218   0
FEDERAL TAX PAYMENT - PRIOR YE 351 0   0
FEDERAL ESTIMATES - PRINCIPAL 468 0   0
FOREIGN TAXES ON NONQUALIFIED 89 89   0