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
REX AND NELLE JACKSON FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) 221 W CRESTWOOD DR
 
Room/suite
City or town
PEORIA
State or province
IL
Country  
ZIP or foreign postal code
616147326
A Employer identification number

37-0864913
B Telephone number (see instructions)

3096885748
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)$3,988,328
J 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 13 13  
4 Dividends and interest from securities... 94,059 94,059  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 383,053
b Gross sales price for all assets on line 6a 740,896
7 Capital gain net income (from Part IV, line 2)... 383,053
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 477,125 477,125  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 19,724     19,724
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 6,386     6,386
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 4,386      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 33,684 30,659   3,025
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 64,180 30,659   29,135
25 Contributions, gifts, grants paid....... 150,517 150,517
26 Total expenses and disbursements. Add lines 24 and 25 ................ 214,697 30,659   179,652
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 262,428
b Net investment income (if negative, enter -0-) 446,466
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......... 39,090 17,038 17,038
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,914,786 Click to see attachment
List of Attached Documents:
// Content
2,199,266
3,971,290
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)..........      
14 Land, buildings, and equipment: basis 2,766
Less: accumulated depreciation (attach schedule) 2,766      
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,953,876 2,216,304 3,988,328
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 ) Click to see attachment
List of Attached Documents:
// Content
3,000
Click to see attachment
List of Attached Documents:
// Content
3,000
23 Total liabilities (add lines 17 through 22)......... 3,000 3,000
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 1,950,876 2,213,304
29 Total net assets or fund balances (see instructions)..... 1,950,876 2,213,304
30 Total liabilities and net assets/fund balances (see instructions). 1,953,876 2,216,304
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
1,950,876
2
Enter amount from Part I, line 27a .....................
2
262,428
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
2,213,304
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
2,213,304
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 740,896   357,843 383,053
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       383,053
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 2 383,053
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 6,206
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 6,206
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,206
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 3,312
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,312
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 2,894
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
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)
IL
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 ofSHERRI SCHNEIDER Telephone no. (309) 688-5748

Located at221 W CRESTWOOD DRPEORIAIL ZIP+461614
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
 
 
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
SHERRI SCHNEIDER PRESIDENT
2.00
5,996 0 0
221 W CRESTWOOD DR
PEORIA,IL61614
MARC R HINTON DIRECTOR
0.50
3,000 0 0
16717 W TODD SCHOOL ROAD
GLASFORD,IL61533
HOLLY HINTON DIRECTOR
0.50
3,000 0 0
6120 S WILLMS ROAD
GLASFORD,IL61533
RACHAEL A MCALLISTER VICE PRESIDE
1.00
3,864 0 0
1504 HARBOR WAY
CHILLICOTHE,IL61523
MELISSA DURBIN SECRETARY/TR
1.00
3,864 0 0
206 JO AVENUE
GERMANTOWN HILLS,IL61548
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...................  
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 arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
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
3,665,519
b
Average of monthly cash balances.......................
1b
57,020
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
3,722,539
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
3,722,539
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
55,838
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,666,701
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
183,335
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
183,335
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
6,206
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,206
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
177,129
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
177,129
6
Deduction from distributable amount (see instructions) .................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
177,129
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
179,652
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
179,652
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 7 177,129
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 177,663
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2025 from Part
XI, line 4: $ 179,652
a Applied to 2024, but not more than line 2a 177,663
b Applied to undistributed income of prior years
(Election required—see instructions) .....
 
c Treated as distributions out of corpus (Election
required—see instructions) ........
 
d Applied to 2025 distributable amount..... 1,989
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2025.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
 
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 ..........
175,140
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
 
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ...
 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ......
 
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
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

ARK HUMANE SOCIETY

477 ST ROAD ROUTE 26
LACON,IL61540
    GENERAL PURPOSES 3,907

CAMP DALLAS

57 EICHHORN RD
SPRING BAY,IL61611
    GENERAL PURPOSES 5,000

CENTER FOR PREVENTION OF ABUSE

720 WEST JOAN COURT
PEORIA,IL61614
    GENERAL PURPOSES 6,728

CENTER FOR YOUTH & FAMILY SOLUTIONS

2610 W RICHWOODS BLVD
PEORIA,IL61604
    GENERAL PURPOSES 1,978

DANIEL J ELIAS MEMORIAL FOUNDATION

416 MAIN ST STE 1400
PEORIA,IL61602
    GENERAL PURPOSES 1,898

DOGS ON DEPLOYMENT

970 W VALLEY PKWY BOX 667
ESCONDIDO,CA92025
    GENERAL PURPOSES 3,928

EASTER SEALS CENTRAL ILLINOIS

507 E ARMSTRONG AVE
PEORIA,IL61603
    GENERAL PURPOSES 3,778

FRIENDS OF STRAYS

2845 N MAIN PO BOX 315
PRINCETON,IL61356
    GENERAL PURPOSES 2,668

HUMANE SOCIETY OF CENTRAL ILLINOIS

423 KAYS DR
NORMAL,IL61761
    GENERAL PURPOSES 3,368

KABOOM INC

7200 WISCONSIN AVENUE
SUITE 400
BETHESDA,MD20814
    GENERAL PURPOSES 2,612

LUSTGARTEN FOUNDATION

415 CROSSWAYS PARK DR D
WOODBURY,NY11797
    GENERAL PURPOSES 4,968

MILLER PARK ZOOLOGICAL SOCIETY

1020 S MORRIS AVE
BLOOMINGTON,IL61701
    GENERAL PURPOSES 4,193

MORRIS ANIMAL FOUNDATION

720 S COLORADO STE 174A
DENVER,CO80246
    GENERAL PURPOSES 20,000

NATIONAL DISASTER SEARCH DOG FOUND

6800 WHEELER CANYON ROAD
SANTA PAULA,CA93060
    GENERAL PURPOSES 4,303

NEIGHBORHOOD HOUSE ASSOCIATION

1020 S MATHEW
PEORIA,IL61605
    GENERAL PURPOSES 3,068

OSF HEALTHCARE FOUNDATION

530 NE GLEN OAK AVENUE
PEORIA,IL61637
    GENERAL PURPOSES 8,877

PAWS GIVING INDEPENDENCE

PO BOX 9572
PEORIA,IL61612
    GENERAL PURPOSES 4,027

PEORIA YOUTH HOCKEY ASSOCIATION

PO BOX 3692
PEORIA,IL61612
    GENERAL PURPOSES 3,668

PEORIA ZOOLOGICAL SOCIETY

2320 N PROSPECT ROAD
PEORIA,IL61603
    GENERAL PURPOSES 6,728

PET PARTNERS

345 118TH AVE SE STE 100
BELLEVUE,WA98005
    GENERAL PURPOSES 4,303

PETS FOR SENIORS

PO BOX 9486
PEORIA,IL61612
    GENERAL PURPOSES 5,148

ST EDWARD CATHOLIC SCHOOL

1216 N SIXTH
CHILLICOTHE,IL61523
    GENERAL PURPOSES 12,178

ST MARY'S GRADE SCHOOL

400 W CHATHAM
METAMORA,IL61548
    GENERAL PURPOSES 5,828

THE NATURE CONSERVANCY

400 N MICHIGAN AVENUE
SUITE S1100
CHICAGO,IL60611
    GENERAL PURPOSES 20,000

WOMEN'S CARE CENTER
MADONNA OF THE STREETS INC
2609 N KNOXVILLE AVENUE
PEORIA,IL61604
    GENERAL PURPOSES 7,363
Total ................................. 3a 150,517
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
    14 13  
4 Dividends and interest from securities ....     14 94,059  
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 ............
    18 383,053  
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) ..   477,125  
13Total. Add line 12, columns (b), (d), and (e)..................
13
477,125
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

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

TY 2025 DepreciationSchedule
Name:
REX AND NELLE JACKSON FOUNDATION
EIN:
37-0864913
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)
Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
FILE CABINET 2001-05-01 39 39 200DB 7.0000        
MAC COMPUTER AND PRINTER 2002-07-01 1,627 1,627 200DB 5.0000        
COMPUTER 1995-07-01 1,000 1,000 200DB 5.0000        
FILE CABINET 2001-03-01 100 100 200DB 7.0000        

TY 2025 InvestmentsCorpStockSchedule
Name:
REX AND NELLE JACKSON FOUNDATION
EIN:
37-0864913
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES 17,167 50,116
ABBVIE INC 26,750 68,547
ACCENTURE PLC-CL A 29,774 40,245
AIR PRODS & CHEMS INC 47,420 49,404
ALLIANT ENERGY CORP 31,889 52,008
ALLSTATE CORP 5,229 52,037
ALPHABET INC CL A 41,221 78,250
AMDOCS LTD 38,298 40,255
AMERICAN ELECTRIC POWER 22,957 57,655
AMERICAN EXPRESS CO 8,810 55,492
AMGEN INC    
APOLLO GLOBAL MANAGEMENT LLC 22,946 57,904
AT&T INC 20,247 37,260
BLACKROCK INC 15,198 53,517
BOOZ ALLEN HAMILTON HOLDING CORP 30,806 33,744
BROADCOM INC 11,418 86,525
CENTERPOINT ENERGY 50,233 49,842
CHENIERE ENERGY INC 44,876 48,598
CHEVRON CORPORATION 17,670 45,723
CIGNA CORP NEW 40,640 55,046
CISCO SYSTEMS INC 19,140 77,030
CITIGROUP INC 48,835 70,014
COCA COLA CO 14,050 41,946
CONOCOPHILLIPS 7,622 37,444
CONSTELLATION BRANDS INC 66,179 48,286
CONSTELLATION ENERGY CORP 3,973 35,327
CVS HEALTH CORP 41,805 39,680
DEERE & CO 3,178 69,835
DOMINION ENERGY INC    
DTE ENERGY COMPANY 33,252 38,694
DUKE ENERGY HOLDING CORP 25,701 46,884
EATON CORPORATION PLC F 27,989 63,702
ENTERGY CORP 33,218 64,701
EOG RESOURCES INC 42,612 36,754
EXELON CORPORATION    
EXXON MOBIL CORPORATION 38,864 42,119
FIRSTENERGY CORP    
GENERAL MILLS INC    
GENUINE PARTS CO 11,946 36,888
GILEAD SCIENCES 47,544 49,096
GOLDMAN SACHS GROUP INC 32,380 65,925
HONEYWELL INTERNATL INC 6,803 48,772
INTERCONTINENTIAL EXCHANGE INC 37,561 48,588
JOHNSON & JOHNSON 7,097 62,085
JP MORGAN CHASE & CO 10,705 80,555
KIMBERLY CLARK CORP 32,947 45,401
LAM RESEARCH CORP 21,148 77,031
LINCOLN ELECTRIC HOLDINGS INC 33,690 59,910
LOCKHEED MARTIN CORP 33,889 48,367
MARSH & MCLENNAN COS 12,001 55,656
MEDTRONIC PLC 27,839 28,818
MERCK AND CO INC NEW 28,451 42,104
MICROSOFT CORP 3,761 72,543
MONDELEZ INTL INC 35,246 32,298
NEXTERA ENERGY INC 7,436 48,168
NISOURCE INC 35,936 58,464
OMNICOM GROUP 38,798 48,450
ORACLE CORP 8,929 58,473
PEPSICO INC 16,510 43,056
PHILIP MORRIS INTL 27,114 48,120
PNC FINANCIAL SERVICES GROUP    
PPG INDUSTRIES INC 9,124 30,738
PROCTER & GAMBLE CO 15,694 42,993
PROGRESSIVE CORP 41,743 45,544
REGIONS FINANCIAL CORP 43,821 67,750
REINSURANCE GROUP OF AMERICA INC 36,818 50,865
RESMED INC 39,948 60,217
S&P GLOBAL INC 49,799 52,259
SALESFORCE INC 40,144 39,737
SCHLUMBERGER LTD 39,158 30,704
SERVICE CORP INTL 32,186 38,985
SIEMENS AG-SPONS ADR 45,825 55,980
SOLSTICE ADV MATERIALS INC 417 3,012
SOUTHERN CO 11,721 69,760
STANLEY BLACK & DECKER INC.    
SYSCO CORP 39,032 44,214
TARGET CORP 11,558 19,550
THE WALT DISNEY CO 7,778 34,131
UNITED PARCEL SERVICE B 46,548 49,595
UNITEDHEALTH GROUP 5,158 33,011
US BANCORP 17,111 32,016
VERIZON COMMUNICATIONS 49,691 52,949
WASTE MANAGEMENT INC 45,557 43,942
WEC ENERGY GROUP INC 47,828 52,730
WILLIAMS COS INC 14,638 54,099
XCEL ENERGY 15,071 51,702
ZOETIS INC 45,200 31,455

TY 2025 LandEtcSchedule2
Name:
REX AND NELLE JACKSON FOUNDATION
EIN:
37-0864913
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
EQUIPMENT 2,766 2,766    


TY 2025 LegalFeesSchedule
Name:
REX AND NELLE JACKSON FOUNDATION
EIN:
37-0864913
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 6,386     6,386


TY 2025 OtherExpensesSchedule
Name:
REX AND NELLE JACKSON FOUNDATION
EIN:
37-0864913
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
ADR PASS THRU FEES 8 8    
DECEASED DIRECTOR FEE 3,000     3,000
INVESTMENT ADVISORY FEES 30,651 30,651    
STATE OF ILLINOIS FEES 25     25


TY 2025 OtherLiabilitiesSchedule
Name:
REX AND NELLE JACKSON FOUNDATION
EIN:
37-0864913
Description Beginning of Year - Book Value End of Year - Book Value
BONDS PAYABLE 3,000 3,000


TY 2025 TaxesSchedule
Name:
REX AND NELLE JACKSON FOUNDATION
EIN:
37-0864913
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 4,025      
PAYROLL TAX 361