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
Jeffers Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address) 3384 Fountain Hills Dr NW Suite A
  Room/suite
City or town
Prior Lake
State or province
MN
Country  
ZIP or foreign postal code
55372
A Employer identification number

20-2601947
B Telephone number (see instructions)

9522267156
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)$12,085,553J 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... 178,170 178,170  
5a Gross rents............ 58,077 58,077  
b Net rental income or (loss) 12,915
6a Net gain or (loss) from sale of assets not on line 10 145,108
b Gross sales price for all assets on line 6a 1,268,121
7 Capital gain net income (from Part IV, line 2)... 145,108
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
998 728  
12 Total. Add lines 1 through 11........ 382,353 382,083  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 317,547 0   317,547
14 Other employee salaries and wages...... 16,766 0   16,766
15 Pension plans, employee benefits....... 26,550 0   26,550
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
35 0   35
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,493 0   6,493
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
44,864 41,864   3,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
30,232 19,299   10,933
19 Depreciation (attach schedule) and depletion... 16,597 3,631  
20 Occupancy.............. 47,291 33,417   13,874
21 Travel, conferences, and meetings....... 18,993 0   18,993
22 Printing and publications.......... 66,032 0   66,032
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
40,969 5,662   35,307
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 632,369 103,873   515,530
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 ................ 632,369 103,873   515,530
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -250,016
b Net investment income (if negative, enter -0-) 278,210
c Adjusted net income (if negative, enter -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......... 206,959 130,537 130,537
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.......... 234    
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,741,652 Click to see attachment
List of Attached Documents:
// Content
2,665,211 		4,810,170
c Investments—corporate bonds (attach schedule)....... 1,888,614 Click to see attachment
List of Attached Documents:
// Content
1,710,882 		1,750,917
11 Investments—land, buildings, and equipment: basis 996,264
Less: accumulated depreciation (attach schedule)   994,958 996,264 439,600
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 329,556 Click to see attachment
List of Attached Documents:
// Content
269,098 		191,892
14 Land, buildings, and equipment: basis 4,706,773
Less: accumulated depreciation (attach schedule) 16,597 4,490,602 4,690,176 4,762,437
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
54,050 		Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,706,625 10,462,168 12,085,553
Liabilities 17 Accounts payable and accrued expenses..........   5,559
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 5,559
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 10,706,625 10,456,609
29 Total net assets or fund balances (see instructions)..... 10,706,625 10,456,609
30 Total liabilities and net assets/fund balances (see instructions). 10,706,625 10,462,168
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
10,706,625
2
Enter amount from Part I, line 27a .....................
2
-250,016
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
10,456,609
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
10,456,609
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 P    
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 1,268,121   1,123,013 145,108
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       145,108
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 2 145,108
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 3,867
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 3,867
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 3,867
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 6,382
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,382
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 2,515
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax2,515 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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
MN
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
Yes
 
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 addressjeffersfoundation.org
14
The books are in care ofKelly Johnson Telephone no. (952) 226-7156

Located at3384 Fountain Hills Dr NW Suite APrior LakeMN ZIP+455372
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
Kelly Johnson CEO / CFO
25.00 		83,358 0 0
3384 Fountain Hills Dr NW Suite A
Prior Lake,MN55372
Suzanne Fuluvaka COO
30.00 		118,985 0 0
3384 Fountain Hills Dr NW Suite A
Prior Lake,MN55372
Michael Fairbourne Director/ VP & Assistant Secretary
2.00 		10,723 0 0
3384 Fountain Hills Dr NW Suite A
Prior Lake,MN55372
Galen Erickson Director/ Director of Communications
6.00 		24,855 0 0
3384 Fountain Hills Dr NW Suite A
Prior Lake,MN55372
David Grack Director/ Dir of Educational Programs
20.00 		79,626 0 0
3384 Fountain Hills Dr NW Suite A
Prior Lake,MN55372
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 A principle mission of Jeffers Foundation is to foster environmental stewardship through education. Environmental stewardship cannot be taught but can only be inspired. Jeffers Foundation has adopted a practice for our professional development workshops consistent with the scientific method in which hands-on, experiential learning is supported by teaching careful observation techniques using all our senses reinforced by journaling your observations with drawings and words in notebooks. In close collaboration with local teachers, Jeffers has developed teaching support materials and programs available through its website and free of charge to those who participate in on of the many workshops offered. The organization also has several grant programs to encourage and facilitate outdoor education. Visit jeffersfoundation.org to learn more. 74,431
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.........................0
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
6,652,913
b
Average of monthly cash balances.......................
1b
142,525
c
Fair market value of all other assets (see instructions)................
1c
1,043,104
d
Total (add lines 1a, 1b, and 1c).......................
1d
7,838,542
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
7,838,542
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
117,578
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,720,964
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
386,048
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
386,048
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
3,867
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,867
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
382,181
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
382,181
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
382,181
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
515,530
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
157,560
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
673,090
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 7 382,181
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......  
b From 2021......  
c From 2022......  
d From 2023...... 1,007,163
e From 2024...... 2,247,850
f Total of lines 3a through e ........ 3,255,013
4Qualifying distributions for 2025 from Part
XI, line 4: $ 673,090
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		Click to see attachment
List of Attached Documents:
// Content
0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 382,181
e Remaining amount distributed out of corpus 290,909
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 3,545,922
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) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		3,545,922
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 .... 1,007,163
d Excess from 2024 .... 2,247,850
e Excess from 2025 .... 290,909
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
Total ................................. 3a 0
bApproved for future payment
Total ................................. 3b 0
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 ....     14 178,170  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 12,915  
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 145,108  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOther Income 		    01 270  
bClass Action Income     01 728  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 337,191 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
337,191
(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:
Jeffers Foundation
EIN:
20-2601947
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accounting Fees 6,493 0   6,493

TY 2025 AppliedToPriorYearElection
Name:
Jeffers Foundation
EIN:
20-2601947
Election:
PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE JEFFERS FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE PRECEEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEARS ENDING AS FOLLOWS:DECEMBER 31, 2017 $ 602,371DECEMBER 31, 2018 $ 466,100DECEMBER 31, 2019 $ 26,664 TOTAL: $1,095,135

TY 2025 GeneralExplanationAttachment
Name:
Jeffers Foundation
EIN:
20-2601947
Identifier Return Reference Explanation
Controlled Entity Form 990PF, Part VI-A, line 11 In 2024, Jeffers Foundation set up a single member LLC called Jeffers Foundation Properties LLC (EIN 61-2199354), a wholly controlled entity of Jeffers Foundation. The address of the entity is 3384 Fountain Hills Drive NW, Prior Lake, MN 55372 and is not considered an excess business holding.

TY 2025 InvestmentsCorpBondsSchedule
Name:
Jeffers Foundation
EIN:
20-2601947
Name of Bond End of Year Book Value End of Year Fair Market Value
AIR LEASE CORP FXD TO 062026 VAR THRAFTR 4.65% 81,715 79,901
AMERICAN EXPRESS CO FXD TO 092026 VAR THRAFTR 3.55% 75,011 86,749
BANK OF AMERICA CORP FXD TO 012027 VAR THRAFTR 4.375% 31,973 31,646
BANK OF AMERICA CORP FXD TO 042027 VAR THRAFTR 6.125% 66,367 65,970
BANK OF AMERICA CORP FXD TO 052030 VAR THRAFTR 6.625% 31,553 31,259
BANK OF AMERICA CORP FXD TO 072030 VAR THRAFTR 6.25% 43,025 43,668
BANK OF NEW YORK MELLON CORP FXD TO 122030 VAR THRAFTR 5.95% 26,228 26,400
BP CAPITAL MARKETS PLC FXD TO 032034 VAR THRAFTR 6.45% 55,207 57,426
CAPITAL ONE FINANCIAL CORP FXD TO 092026 VAR THRAFTR 3.95% 90,745 90,896
CHARLES SCHWAB CORP FXD TO 062026 VAR THRAFTR 4.00% 85,001 82,493
CHARLES SCHWAB CORP FXD TO 122030 VAR THRAFTR 4.00% 54,664 62,550
CITIGROUP INC FXD TO 052028 VAR THRAFTR 7.375% 66,000 69,273
CITIGROUP INC FXD TO 082029 VAR THRAFTR 7.125% 53,000 54,630
CITIGROUP INC FXD TO 082034 VAR THRAFTR 7.00% 45,394 47,460
DOMINION ENERGY INC FXD TO 042027 VAR THRAFTR 4.35% 57,655 67,431
GOLDMAN SACHS GROUP INC FXD TO 022030 VAR THRAFTR 6.85% 14,000 14,559
GOLDMAN SACHS GROUP INC FXD TO 022029 VAR THRAFTR 7.50% 16,000 16,993
GOLDMAN SACHS GROUP INC FXD TO 052026 VAR THRAFTR 3.80% 57,000 56,448
GOLDMAN SACHS GROUP INC FXD TO 052029 VAR THRAFTR 7.50% 28,000 29,637
JPMORGAN CHASE & CO FXD TO 062026 VAR THRAFTR 3.65% 93,150 94,469
JPMORGAN CHASE & CO FXD TO 062029 VAR THRAFTR 6.875% 86,344 89,718
LINCOLN NATIONAL CORP FXD TO 032028 VAR THRAFTR 9.25% 39,972 41,736
PNC FINANCIAL SERVICES GROUP INC FXD TO 112026 VAR THRAFTR 5.00% 70,470 68,133
STATE STREET CORP FXD TO 032029 VAR THRAFTR 6.70% 90,425 92,467
STATE STREET CORP FXD TO 092029 VAR THRAFTR 6.70% 59,994 62,834
US BANCORP FXD TO 012027 VAR THRAFTR 3.70% 30,995 30,283
US BANCORP FXD TO 042027 VAR THRAFTR 5.30% 21,518 19,043
VOYA FINANCIAL INC FXD TO 092028 VAR THRAFTR 7.758% 75,008 73,830
WELLS FARGO & CO FXD TO 032026 VAR THRAFTR 3.90% 69,072 65,795
WELLS FARGO & CO FXD TO 092028 VAR THRAFTR 7.625% 53,629 55,464
WELLS FARGO & CO FXD TO 092029 VAR THRAFTR 6.85% 40,778 40,756
TRANSCANADA TRUST FXD TO 032027 VAR THRAFTR 5.30% 989 1,000

TY 2025 InvestmentsCorpStockSchedule
Name:
Jeffers Foundation
EIN:
20-2601947
Name of Stock End of Year Book Value End of Year Fair Market Value
PJSC LUKOIL SPONSORED ADR 3,724 0
MOBILE TELESYSTEMS PUB JT ADR 4,472 0
SBERBANK RUSSIA 4,210 0
APPLE INC (AAPL) 26,283 45,400
PJSC GAZPROM SPON ADR 3,161 0
COLUMBIA BANKING SYSTEMS INC (COLB) 986 1,044
KONTOOR BRANDS INC (KTB) 1,122 1,087
WESCO INTL INC (WCC) 436 1,627
UNION PACIFIC CORP (UNP) 10,561 10,766
PETROLEO BRASILEIRO SA (PBR) 3,178 3,389
JEFFERIES FINL GROUP INC (JEF) 476 909
MURPHY USA INC COM (MUSA) 1,541 1,421
KYNDRYL HOLDINGS INC (KD) 1,030 686
VIATRIS INC (VTRS) 2,459 2,938
TAYLOR MORRISON HOME CORP CL A (TMHC) 832 821
FIRST AMERICAN FINL CORP (FAF) 1,321 1,413
SANLAM LTD ADR (SLLDY) 2,697 4,957
PHILIP MORRIS INTL INC (PM) 6,305 6,071
PFIZER INC (PFE) 8,524 7,893
ASE TECHNOLOGY HLDG CO LTD ADR (ASX) 6,022 12,445
ADTALEM GLOBAL EDUCATION INC (ATGE) 1,138 1,416
VISTEON CORP (VC) 952 836
STRYKER CORP (SYK) 1,965 3,263
ICON PLC (ICR) 1,622 1,420
INSTALLED BLDG PRODS INC (IBP) 490 639
J&J SNACK FOODS (JJSF) 2,169 1,441
HALLIBURTON CO (HAL) 3,121 3,533
GROUP I AUTOMOTIVE INC (GPI) 1,255 1,145
WEX INC COM (WEX) 764 811
PT BK MANDIRI PERSERO TBK UNSP (PPERY) 3,582 4,894
EXPAND ENERGY CORPORATION (EXE) 2,100 2,165
HUNTINGTON INGALLS INDUSTRIES (HII) 1,515 2,807
THE MOSAIC COMPANY (MOS) 3,338 3,132
SPX TECHNOLOGIES INC (SPXC) 1,293 2,974
HF SINCLAIR CORPORATION (DINO) 1,148 2,041
UNILEVER PLC NEW ADR (UL) 3,861 4,382
TJX COS INC NEW (TJX) 3,128 3,781
WELLS FARGO & CO NEW (WFC) 9,888 12,489
KEURIG DR PEPPER INC COM (KDP) 6,365 5,322
EPAM SYSTEMS (EPAM) 1,036 1,314
BROWN FORMAN CORP CL B (BF'B) 1,695 1,603
QNITY ELECTRONICS INC (Q) 598 490
CONSTRUCTION PARTNERS INC C-A (ROAD) 2,098 6,715
CHIPOTLE MEXICAN GRILL INC COM (CMG) 3,909 3,922
NETEASE.COM INC ADS (NTES) 2,642 4,238
ABM INDUSTRIES INCORPORATED (ABM) 1,063 902
AMENTUM HOLDINGS INC (AMTM) 1,670 2,388
MOLSON COORS BEVERAGE CO CL B (TAP) 3,597 3,318
LAMAR ADVERTISING CO NEW CL A (LAMR) 514 813
BALCHEM CP (BCPC) 3,092 4,433
BRINK'S COMPANY COM (BCO) 1,140 1,741
AXOS FINL INC (AX) 1,318 2,833
TREX COMPANY INC (TREX) 762 994
RANGE RESOURCES CORP (RRC) 1,107 1,031
SHINHAN FINANCIAL GROUP CO LTD (SHG) 2,989 5,792
META PLATFORMS INC CL A (META) 4,143 15,854
IAC INC NEW (IAC) 4,263 3,724
ATLASSIAN CORPORATION CL A (TEAM) 2,642 2,774
PERMIAN RESOURCES CP CL A (PR) 1,089 1,032
THE CAMPBELLS COMPANY (CPB) 1,234 1,157
AXCELIS TECHNOLOGIES INC (ACLS) 918 887
LKQ CORPORATION (LKQ) 4,900 4,501
DELL TECHNOLOGIES INC CL C (DELL) 6,251 7,073
ENGIE BRASIL ENERGIA SAADR (EGIEY) 3,316 3,688
TRANSDIGM GROUP INC (TDG) 1,641 5,581
STEVEN MADDEN LTD (SHOO) 588 963
ASSURED GUARANTY LTD (AGO) 818 1,848
AXIS CAPITAL HOLDINGS LTD (AXS) 440 955
ARCOS DORADOS HLDGS INC CL-A (ARCO) 3,154 3,003
GUIDEWIRE SOFTWARE INC (GWRE) 379 1,246
CAVCO INDUSTRIES INC (CVCO) 1,166 1,375
OMNICOM GROUP (OMC) 1,211 1,325
ANHUI CONCH CEMENT ADR (AHCHY) 3,794 2,781
UNIVERSAL HEALTH SERVICES B (UHS) 845 1,323
GRAND CANYON ED INC COM (LOPE) 1,350 1,600
UNUM GROUP (UNM) 794 796
SLB LIMITED (SLB) 11,595 10,210
ARCHROCK INC (AROC) 747 1,135
DAVITA INC (DVA) 1,067 773
MICROSOFT CORP (MSFT) 26,810 41,599
AVANTOR INC (AVTR) 756 596
INGREDION INC COM (INGR) 1,420 1,383
FIDELITY NATIONAL FINANCIAL IN (FNF) 1,165 2,429
BLACKBAUD INC (BLKB) 2,869 2,423
PROCTER & GAMBLE (PG) 9,491 9,171
STIFEL FINANCIAL CORPORATION (SF) 537 641
MAGNITE INC (MGNI) 1,713 2,127
PALOMAR HLDGS INC (PLMR) 591 1,128
MESA LABORATORIES INC (MLAB) 1,222 563
QORVO INC COM (QRVO) 1,265 1,184
MORNINGSTAR INC COMMON (MORN) 2,316 1,848
INTUITIVE SURGICAL INC (ISRG) 2,211 6,695
SENSATA TECHNOLOGIES HLDG PLC (ST) 1,270 1,299
REPLIGEN CP (RGEN) 4,291 5,609
GIBRALTAR INDUSTRIES INC (ROCK) 838 649
HAMILTON LANE CL A (HLNE) 1,086 1,222
TWILIO INC CL A (TWLO) 894 2,041
AMGEN INC (AMGN) 5,370 7,916
ESCO TECHNOLOGIES (ESE) 2,351 5,269
ASMPT LIMITED UNSPONSORD ADR (ASMVY) 3,007 3,195
MARSH & MCLENNAN COS INC (MMC) 3,653 4,151
EURONET WORLDWIDE INC (EEFT) 847 736
BANCO DO BRASIL SA SPON ADR (BDORY) 3,396 4,417
GRUPO FINANCIERO BANORTE SAB (GBOOY) 2,562 4,312
OLLIES BARGAIN OUTLET HLDG INC (OLLI) 1,639 3,397
EXLSERVICE HLDGS INC (EXLS) 2,138 5,900
NISOURCE INC (NI) 555 1,060
ABBOTT LABORATORIES (ABT) 4,864 4,661
MC DONALDS CORP (MCD) 4,829 5,390
U F P TECH INC REST (UFPT) 946 1,093
POST HOLDINGS INC (POST) 901 1,525
INFOSYS LIMITED ADR (INFY) 6,940 8,002
GAMING & LEISURE PPTYS INC COM (GLPI) 3,128 3,301
MONOLITHIC PWR SYSTEMS INC (MPWR) 2,082 3,590
CIRRUS LOGIC INC (CRUS) 943 1,041
ALARM COM HLDGS INC COM (ALRM) 1,763 2,042
UBER TECHNOLOGIES INC (UBER) 1,346 3,841
UPWORK INC (UPWK) 1,308 1,719
W W GRAINGER INC (GWW) 1,112 5,713
TESLA INC (TSLA) 2,643 6,054
PT UNITED TRACTORS ADR (PUTKY) 3,677 3,308
STONEX GROUP INC (SNEX) 1,331 1,301
SS&C TECHNOLOGIES HLDGS INC (SSNC) 2,259 2,824
FISERV INC (FISV) 1,552 1,609
COMMERCIAL METALS CO (CMC) 2,584 3,378
HENRY SCHEIN INC (HSIC) 1,937 2,204
BLACKSTONE INC (BX) 8,314 8,307
ALIGN TECHNOLOGY (ALGN) 1,506 1,759
APPFOLIO INC CL A (APPF) 3,649 5,248
VODACOM GROUP LIMITED (VDMCY) 3,263 4,188
CENTENE CORPORATION (CNC) 5,712 4,733
DOUBLEVERIFY HLDGS INC (DV) 598 600
SILICON MOTION TECH CORP ADR (SIMO) 3,580 5,967
MATSON INC COM (MATX) 1,248 1,225
FLEXTRONICS INTL LTD (FLEX) 190 1,874
FIRST ADVANTAGE CORP (FA) 1,230 1,218
EAST WEST BANCORP (EWBC) 667 1,860
GEN DIGITAL INC (GEN) 1,832 2,189
LIVERAMP HOLDINGS INC (RAMP) 790 856
NEXTERA ENERGY INC (NEE) 6,810 8,029
CATALYST PHARMACEUTICALS INC (CPRX) 507 814
FLOOR & DECOR HLDGS INC CL-A (FND) 2,788 2,264
LEAR CORP (LEA) 764 966
QUEST DIAGNOSTICS INC (DGX) 1,397 1,432
WD 40 COMPANY (WDFC) 1,541 1,571
WEST PHARMACEUTICAL SVCS INC (WST) 5,173 4,948
EXXON MOBIL CORP (XOM) 7,618 10,593
WELLTOWER INC (WELL) 3,300 4,624
JACOBS SOLUTIONS INC (J) 1,472 1,551
TALEN ENERGY CORP (TLN) 746 747
CBIZ INC (CBZ) 1,051 703
LCI INDS (LCII) 890 1,039
DESCARTES SYSTEMS GROUP INC (DSGX) 1,707 3,968
PERRIGO CO LTD (PRGO) 5,082 3,133
HURON CONSULTING GRP INC (HURN) 1,039 1,602
HOULIHAN LOKEY INC CL A (HLI) 912 830
RENAISSANCE RE HOLDINGS LTD (RNR) 1,466 2,124
SALESFORCE INC (CRM) 1,816 3,005
STERLING INFRASTRUCTURE INC (STRL) 311 848
ECOLAB INC (ECL) 3,834 7,551
IQVIA HOLDINGS INC (IQV) 2,308 2,798
TYLER TECHNOLOGIES INC (TYL) 5,629 6,533
METTLER TOLEDO INTL (MTD) 3,204 3,520
US FOODS HOLDING CORP (USFD) 775 1,700
MOLINA HEALTHCARE INC (MOH) 2,400 1,700
AVNET INC (AVT) 786 887
ONTO INNOVATION INC (ONTO) 1,825 4,386
MACOM TECHNOLOGY SOLU HLDS (MTSI) 1,609 2,294
VERICEL CORP (VCEL) 2,847 2,428
CORPAY INC (CPAY) 2,221 2,890
ESSENT GROUP LTD COM (ESNT) 528 967
CERTARA INC (CERT) 2,948 1,560
FED AGRIC MTG NON VTG C (AGM) 544 1,155
MOODYS CORP (MCO) 1,111 3,950
WEATHERFORD INTL INC (WFRD) 929 991
GRAPHIC PACKAGING HOLDING CO (GPK) 4,517 4,112
NEWS CORPORATION CL A (NWSA) 1,599 2,235
AZZ INC (AZZ) 662 911
DONALDSON CO INC (DCI) 1,176 2,071
KIMBERLY CLARK SPON ADR (KCDMY) 3,047 4,220
HOME DEPOT INC (HD) 8,311 9,314
KB FINANCIAL GRP INC SONS ADR (KB) 2,849 6,991
CONSTELLATION BRANDS INC CL A (STZ) 2,726 2,637
LIBERTY GLOBAL LTD CL A (LBTYA) 1,548 1,705
NOVANTA INC (NOVT) 4,599 5,281
S&P GLOBAL INC COM (SPGI) 1,099 3,365
NVIDIA CORPORATION (NVDA) 645 33,944
CADENCE BANK (CADE) 642 847
PINNACLE FINCL PARTNERS INC (PNFP) 974 1,006
SIRIUS XM HOLDINGS INC (SIRI) 3,335 2,240
VULCAN MATERIALS CO (VMC) 3,420 7,659
CROWN CASTLE INC (CCI) 5,702 5,350
HIMAX TECHNOLOGIES, INC. (HIMX) 4,023 3,080
ALPHABET INC CL A (GOOGL) 8,241 14,643
LENOVO GROUP LTD SPONS ADR (LNVGY) 3,069 4,189
AZENTA INC (AZTA) 530 601
INTUIT INC (INTU) 4,663 6,116
CONCENTRIX CORP (CNXC) 1,021 808
LEMAITRE VASCULAR INC (LMAT) 1,095 2,350
JOHNSON & JOHNSON (JNJ) 10,101 13,497
GREEK ORGANISATION OF FOOTBALL (GOFPY) 2,329 3,399
URBAN OUTFITTERS INC (URBN) 927 1,209
CASELLA WASTE SYS INC CL A (CWST) 3,834 4,446
VONTIER CORPORATION (VNT) 2,960 3,491
TERNIUM S.A. ADR (TX) 3,324 3,188
DATADOG INC CL A (DDOG) 1,389 1,440
METHANEX CORPORATION (MEOH) 1,388 1,446
I3 VERTICALS INC COM CL A (IIIV) 1,601 1,624
WILLSCOT HLDGS CORP CL A (WSC) 670 446
GAP INC (GAP) 638 752
MODINE MFG CO (MOD) 574 749
CDW CORPORATION (CDW) 817 713
TECHNIPFMC LTD (FTI) 1,502 2,305
ROYAL GOLD INC (RGLD) 758 815
RBC BEARINGS INC (RBC) 2,204 7,318
FIRST HORIZON CORPORATION (FHN) 595 655
TAIWAN SMCNDCTR MFG CO LTD ADR (TSM) 5,698 27,732
TENCENT HLDGS LTD UNSPON ADR (TCEHY) 1,631 3,373
SITEONE LANDSCAPE SUPPLY INC (SITE) 4,866 5,342
BOOZ ALLEN HAMILTON HLDG CL-A (BAH) 3,586 2,295
FRONTDOOR INC (FTDR) 1,896 2,247
FIRSTCASH HLDGS INC (FCFS) 1,763 2,924
COSTAR GROUP INC (CSGP) 5,397 6,448
NETFLIX INC (NFLX) 2,705 8,861
CONAGRA BRANDS INC (CAG) 5,106 3,826
PALO ALTO NETWORKS INC (PANW) 855 5,693
CHARTER COMMUNICATIONS INC (CHTR) 749 762
BIOGEN INC COM (BIIB) 2,318 2,996
MARKEL GROUP INC (MKL) 4,112 8,124
LEGALZOOM INC (LZ) 1,279 1,202
SHARKNINJA INC (SN) 1,439 2,393
EQUINIX INC (EQIX) 2,825 4,589
DIGI INTL INC (DGII) 1,568 2,334
STANDARD BANK GROUP LTD SPON (SGBLY) 2,437 5,030
MATCH GROUP INC (MTCH) 2,217 2,179
CROWN HLDGS INC (HOLDING CO) (CCK) 3,617 4,225
VIBRA ENERGIA SA ADR (VBREY) 3,371 4,798
HARMONY BIOSCIENCES HLDGS INC (HRMY) 871 938
BIO RAD LAB A (BIO) 2,245 2,185
COCA COLA CO (KO) 7,409 7,341
VERTEX INC CL A (VERX) 2,924 1,790
GREEN BRICK PARTNERS INC (GRBK) 734 633
PING AN INSURANCE ADR (PNGAY) 4,500 5,608
MANHATTAN ASSOC INC (MANH) 2,742 2,280
JAZZ PHARMACEUTICALS PLC (JAZZ) 1,471 2,247
CHENIERE ENERGY INC NEW (LNG) 5,946 6,204
VOYA FINL INC (VOYA) 1,901 2,175
NEDBANK GRP LTD SPON ADR (NDBKY) 1,964 4,323
PENNYMAC FINL SVCS INC (PFSI) 736 1,245
BGC GROUP INC CL A (BGC) 455 789
MSCI INC COM (MSCI) 3,129 3,561
PRIMO BRANDS CORPORATION CL A (PRMB) 1,196 680
EATON CORP PLC SHS (ETN) 9,704 12,587
FIRST CITIZ BANCSHARES A (FCNCA) 334 2,857
SERVICENOW INC (NOW) 2,397 2,362
T-MOBILE US INC COM (TMUS) 5,729 8,054
HONEYWELL INTL INC (HON) 13,393 14,345
OGE ENERGY CORPORATION (OGE) 1,713 2,397
HEALTHEQUITY INC COM (HQY) 1,781 2,787
VALE S.A (VALE) 4,498 5,043
WESTLAKE CORPORATION (WLK) 2,033 1,949
HALOZYME THERAPEUTICS INC (HALO) 519 759
ARCHER DANIELS MIDLAND (ADM) 2,305 2,398
BAXTER INTL INC (BAX) 4,553 2,542
SOUTH BOW CORP (SOBO) 987 1,112
SPS COMMERCE INC (SPSC) 1,398 1,002
LAUREATE EDUCATION INC CL A (LAUR) 697 1,955
AIRBNB INC CL A (ABNB) 4,721 4,669
LINDE PLC (LIN) 3,910 3,672
FIRST INDUST REALTY TR INC (FR) 832 959
TD SYNNEX CORPORATION (SNX) 2,369 4,598
VALVOLINE INC COM (VVV) 3,313 2,622
PT ASTRA INTERNATIONAL TBK ADR (PTAIY) 4,108 4,323
U HAUL HOLDING COMPANY SER N (UHAL'B) 2,888 2,457
BANK OF AMERICA CORP (BAC) 5,337 5,665
EPLUS INC (PLUS) 1,190 2,538
NEUROCRINE BIOSCIENCES INC (NBIX) 744 738
VIPER ENERGY INC CL A (VNOM) 1,216 2,128
ASML HOLDING NV NY REG NEW (ASML) 1,703 6,029
FIRSTSERVICE CORP (FSV) 2,421 2,370
TYSON FOODS INC CL A (TSN) 2,681 2,811
AIRBUS SE UNSPONSORED ADR (EADSY) 2,878 3,686
BRIGHT HORIZONS FAMILY SOLUT (BFAM) 3,131 3,214
FREEPORT-MCMORAN CL-B (FCX) 7,296 8,787
AAON INC (AAON) 2,003 4,490
RELIANCE INC (RS) 1,133 1,096
KIMCO REALTY CORP MD (KIM) 890 881
BLACKLINE INC (BL) 1,016 1,600
WINTRUST FIN CORP (WTFC) 537 987
DOLLAR TREE INC (DLTR) 1,600 2,359
WHITE MOUNTAIN GRP BERMUDA (WTM) 740 1,058
ZIMMER BIOMET HLDGS INC COM (ZBH) 2,975 2,670
JONES LANG LASALLE INC (JLL) 1,137 1,687
ARROW ELECTRONICS (ARW) 1,113 1,046
MICROCHIP TECHNOLOGY INC (MCHP) 2,626 2,173
BIO-TECHNE CORP (TECH) 6,328 7,822
ELEMENT SOLUTIONS INC (ESI) 1,013 976
DORMAN PRODUCTS, INC (DORM) 980 1,762
ORACLE CORP (ORCL) 7,639 5,984
OPTION CARE HEALTH INC (OPCH) 2,826 2,801
BIDVEST GROUP LTD SPONS ADR (BDVSY) 1,790 2,895
ACADEMY SPORTS & OUTDOORS INC (ASO) 1,417 1,341
ASSURANT INC (AIZ) 566 1,119
HEICO CORP CLASS A (HEI'A) 3,054 7,762
CONSTELLATION ENERGY CORP (CEG) 5,217 7,320
KRAFT HEINZ CO COM (KHC) 5,461 4,438
COGNIZANT TECH SOLUTIONS CL A (CTSH) 2,443 2,865
CARGURUS INC CL A (CARG) 1,367 1,552
VISA INC CL A (V) 3,502 11,089
BOYD GAMING CORP (BYD) 848 1,126
LITTELFUSE INC (LFUS) 753 716
COLGATE PALMOLIVE CO (CL) 6,794 7,093
COPART INC (CPRT) 3,332 2,764
WASTE CONNECTIONS INC (WCN) 1,748 4,383
ARAMARK HOLDINGS CORPORATION (ARMK) 931 888
ALIBABA GROUP HLDG LTD (BABA) 2,382 4,913
CLARIVATE PLC (CLVT) 2,857 1,393
AMERICA MOVIL SAB DE CV ADR (AMX) 3,033 4,837
ENTEGRIS INC (ENTG) 2,546 2,293
DOLLAR GEN CORP NEW COM (DG) 548 1,009
KINSALE CAP GROUP INC (KNSL) 4,896 9,443
KINDER MORGAN INCORP (KMI) 1,080 1,892
KORN FERRY (KFY) 924 870
SHERWIN WILLIAMS COMPANY OHIO (SHW) 5,489 7,483
CHECK POINT SOFTWARE TECH LTD (CHKP) 972 1,321
ENERSYS (ENS) 1,000 1,555
EQUITABLE HLDGS INC (EQH) 783 683
MARTEN TRANSPORT LTD (MRTN) 810 703
GLOBAL PAYMENT INC (GPN) 3,602 2,719
CNH INDUSTRIAL N V (CNH) 1,967 1,383
DOMINION ENERGY INC (D) 2,752 3,438
PEGASYSTEMS INC (PEGA) 1,044 1,185
BROWN & BROWN INC (BRO) 3,626 3,188
CBRE GROUP INC - A (CBRE) 1,476 5,764
LOAR HOLDINGS INC (LOAR) 834 884
WEBSTER FINCL CORP (WBS) 1,226 1,314
PPG INDUSTRIES INC (PPG) 3,549 3,515
GOOSEHEAD INSURANCE INC CLAS A (GSHD) 3,356 4,276
CADENCE DESIGN SYSTEM (CDNS) 2,650 3,341
PT TELEKOMUNIKASI INDONESIA (TLK) 4,861 4,989
PTC INC COM (PTC) 3,927 4,289
PAYPAL HLDGS INC COM (PYPL) 1,510 1,336
SYNOPSYS INC (SNPS) 3,998 4,068
VERTEX PHARMACEUTICALS (VRTX) 4,457 5,061
TEXAS ROADHOUSE INC CL A (TXRH) 1,768 4,891
FLUOR CORP NEW (FLR) 1,833 1,595
ANALOG DEVICES INC (ADI) 8,744 11,287
VERALTO CORP (VLTO) 4,603 5,996
NOBLE CORP NEW A (NE) 2,118 2,053
MERCK & CO INC NEW COM (MRK) 8,091 7,604
A O SMITH CORP (AOS) 513 486
TENET HEALTHCARE CORP COM NEW (THC) 1,212 1,819
MAPLEBEAR INC (CART) 946 958
CISCO SYS INC (CSCO) 5,243 5,186
VEEVA SYS INC CL A (VEEV) 3,570 4,948
MAXIMUS INC (MMS) 1,014 1,283
WYNDHAM HOTELS & RESORTS INC (WH) 752 616
LOCKHEED MARTIN CORP (LMT) 4,304 4,387
KBR INC (KBR) 1,313 1,097
INTERDIGITAL INC (IDCC) 179 989
LITHIA MTRS INC (LAD) 2,040 2,910
BUILDERS FIRSTSOURCE INC (BLDR) 725 1,374
OLD DOMINION FREIGHT LINE (ODFL) 2,663 4,197
HOME BANCSHARES INC (HOMB) 907 954
AECOM (ACM) 756 712
AMAZON COM INC (AMZN) 4,871 20,604
MOL HUNGRIN OL AND GAS PLC ADR (MGYOY) 2,392 3,112
RTX CORPORATION (RTX) 1,302 4,292
COCA COLA CONSOLIDATED INC (COKE) 1,505 2,308
SEMPRA (SRE) 8,813 10,330
BIOLIFE SOLUTIONS INC (BLFS) 849 707
KASIKORNBANK PUB CO LTD UNSPON (KPCPY) 1,828 3,408
KT CORP SPON ADR (KT) 2,645 3,832
TINGYI CAYMAN ISLANDS HLDGS CO (TYCMY) 1,835 2,087
NETAPP INC COM (NTAP) 887 1,154
BROADCOM INC (AVGO) 3,661 5,880
HANCOCK WHITNEY CORPORATION (HWC) 1,002 1,255
GLOBUS MEDICAL INC A (GMED) 3,421 5,543
MARVELL TECHNOLOGY INC (MRVL) 1,442 1,619
AGILYSYS INC (AGYS) 1,807 2,968
EVERGY INC (EVRG) 2,781 3,693
BB SEGURIDADE PARTICIPACOES (BBSEY) 3,293 4,869
HNI CORPORATION (HNI) 1,140 1,063
F&G ANNUITIES & LIFE INC (FG) 63 62
CHINA MERCHANTS BK CO LTD UNSP (CIHKY) 4,747 7,326
PREFERRED BANK COM STOCK NEW (PFBC) 662 974
LIFE HEALTHCARE GRP HLDGS LTD (LTGHY) 3,161 2,695
CHINA CONSTRUCTION BANK CORP (CICHY) 5,727 7,825
AT&T INC (T) 4,378 4,819
EXPONENT INC (EXPO) 2,705 3,623
THERMO FISHER SCIENTIFIC (TMO) 8,766 14,754
SINOPHARM GROUP CO LTD ADR (SHTDY) 4,946 5,245
ESSENTIAL PROPERTIES REALTY (EPRT) 908 886
ARISTA NETWORKS INC (ANET) 917 897
GRANITE CONSTR INC (GVA) 548 1,632
MONSTER BEVERAGE CORP NEW COM (MNST) 1,335 3,386
EVERCORE INC CLASS A (EVR) 1,320 3,410
JPMORGAN CHASE & CO (JPM) 7,464 18,624
CH ROBINSON WORLDWIDE INC NEW (CHRW) 1,012 1,588
ADVANCED MICRO DEVICES 6,645 39,405
ALPHABET INC CL A 6,733 81,380
AMAZON COM INC 44,244 92,328
APPLE INC 3,977 38,876
ARES MANAGEMENT CORP - A 45,120 48,489
AUTOMATIC DATA PROCESSING INC 13,247 24,694
BERKSHIRE HATHAWAY CL-B NEW 63,122 100,530
BLACKSTONE INC 5,728 31,290
BOEING CO 72,704 108,560
CHARLES SCHWAB NEW 8,114 19,183
CONSTELLATION ENERGY CORP 53,359 70,654
CORNING INC 7,454 31,259
COSTCO WHOLESALE CORP NEW 31,010 86,234
DEERE & CO 10,750 33,521
DELTA AIR LINES INC NEW 11,453 24,984
DOORDASH INC CL A 57,525 90,592
EOG RESOURCES INC 19,004 21,002
EXXON MOBIL CORP 55,782 108,306
FERRARI N V 45,511 36,956
GE VERNOVA INC 53,238 130,714
GILEAD SCIENCE 30,163 49,096
HOME DEPOT INC 63,982 68,820
HONEYWELL INTL INC 28,598 39,018
META PLATFORMS INC CL A 12,583 39,605
MICROSOFT CORP 4,609 46,428
NETFLIX INC 88,731 468,800
NORTHROP GRUMMAN CO 54,165 85,532
NVIDIA CORPORATION 50,482 186,500
PALO ALTO NETWORKS INC 51,951 73,680
PULTE GROUP INC 27,384 29,315
QXO INC 62,990 57,870
ROCKWELL AUTOMATION INC 49,112 97,268
SALESFORCE INC 68,332 132,455
SANDISK CORPORATION 33,448 213,642
SHERWIN WILLIAMS COMPANY OHIO 12,874 23,330
SLB LIMITED 48,994 38,380
SOLSTICE ADVANCED MATLS INC 1,765 2,429
STRYKER CORP 55,059 70,294
THE CIGNA GROUP 59,123 55,046
THERMO FISHER SCIENTIFIC 5,212 23,757
UBER TECHNOLOGIES INC 54,565 57,197
UNION PACIFIC CORP 4,463 11,103
VISA INC CL A 19,638 33,668
WALT DISNEY CO HLDG CO 46,583 56,885
WESTERN DIGITAL CORPORATION 45,299 172,270

TY 2025 InvestmentsOtherSchedule2
Name:
Jeffers Foundation
EIN:
20-2601947
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ARES CAPITAL CORP (ARCC) AT COST 1,017 994
BLUE OWL CAPITAL CORPORATION (OBDC) AT COST 1,028 837
STATE STREET SPDR BLOOMBERG (BIL) AT COST 1,043 1,041
BOAA 3005-10 AT COST 23,093 21,823
CSFB MTG PTC AT COST 98,989 71,525
CWALT 2005 AT COST 58,400 32,588
CWHL 2005 AT COST 49,077 27,271
CMSI 2006 AT COST 31,153 30,963
BOAMS 2006 AT COST 5,298 4,850

TY 2025 LegalFeesSchedule
Name:
Jeffers Foundation
EIN:
20-2601947
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Legal Fees 35 0   35


TY 2025 OtherAssetsSchedule
Name:
Jeffers Foundation
EIN:
20-2601947
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
Escrow on Improvements 54,050    


TY 2025 OtherExpensesSchedule
Name:
Jeffers Foundation
EIN:
20-2601947
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Office Expenses 22,251 0   22,251
Insurance 3,803 0   3,803
Mortgage Pool Expenses 5,465 5,465   0
Workshops 8,613 0   8,613
Contract Services 615 0   615
MN Annual Filing Fee 25 0   25
Rental Office Expenses 197 197   0


TY 2025 OtherIncomeSchedule2
Name:
Jeffers Foundation
EIN:
20-2601947
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Other Income 270   270
Class Action Income 728 728 728


TY 2025 OtherProfessionalFeesSchedule
Name:
Jeffers Foundation
EIN:
20-2601947
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Fees 41,864 41,864   0
Advisory Directors 3,000 0   3,000


TY 2025 TaxesSchedule
Name:
Jeffers Foundation
EIN:
20-2601947
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Real Estate Taxes 22,315 11,382   10,933
Rental Real Estate Taxes 7,917 7,917   0