JEFFERY FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
JEFFERY FAMILY CHARITABLE FOUNDATION (EIN 81-0740464)
Tax period
2022-07-01 to 2023-06-30
Filed
2023-09-19
IRS object ID
202332629349100408
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-09-19T08:17:48-07:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN473777241PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Breier Consulting LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1750 E Diehl Road Suite 111AddressLine1Txt
CityNapervilleCityNm
State AbbreviationILStateAbbreviationCd
ZIP60563ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810740464EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Jeffery Family Charitable FoundationBusinessNameLine1Txt
Business Name Line2CO Dan JefferyBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJEFFBusinessNameControlTxt
Phone2397774377PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1180 E Pearson Street 6101AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDan P JefferyPersonNm
Person TitlePresidentPersonTitleTxt
Signature2023-09-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDan PPersonFirstNm
Person LastJefferyPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMichael BreierPreparerPersonNm
PTINP00350187PTIN
Phone6302826520PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$245,148FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$2InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$1,002DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,002DividendsNetInvstIncmAmt
Dividends Adj Net Incm$1,002DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$1,581NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$15,213GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,581CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,585TotalRevAndExpnssAmt
Total Net Invst Incm$2,585TotalNetInvstIncmAmt
Total Adj Net Incm$1,004TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$211LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$4,975AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$150OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$150OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$40TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$103OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$88OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$5,479TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$238TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$13,949ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$13,949ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$19,428TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$238TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$13,949TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$16,843ExcessRevenueOverExpensesAmt
Net Investment Income$2,347NetInvestmentIncomeAmt
Adjusted Net Income$1,004AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$26,187CashBOYAmt
Cash EOY$23,229CashEOYAmt
Cash EOYFMV$23,229CashEOYFMVAmt
Corporate Stock BOY$84,737CorporateStockBOYAmt
Corporate Stock EOY$71,105CorporateStockEOYAmt
Corporate Stock EOYFMV$221,919CorporateStockEOYFMVAmt
Total Assets BOY$110,924TotalAssetsBOYAmt
Total Assets EOY$94,334TotalAssetsEOYAmt
Total Assets EOYFMV$245,148TotalAssetsEOYFMVAmt
Other Liabilities EOY$253OtherLiabilitiesEOYAmt
Total Liabilities EOY$253TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$110,924NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$94,081NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$110,924TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$94,081TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$110,924TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$94,334TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$110,924TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$16,843ExcessRevenueOverExpensesAmt
Subtotal$94,081SubtotalAmt
Tot Net Ast Or Fund Balances EOY$94,081TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
52 Apple Inc.P2011-08-142022-12-13$7,485$624$6,861$6,861
15 Meta Platforms Inc.P2018-09-212022-12-13$1,783$2,468-$685-$685
50 Meta Platforms Inc.P2020-01-062022-12-13$5,945$10,540-$4,595-$4,595
FieldValueIRS element (for citing)
Capital Gain Net Income$1,581CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$33InvestmentIncomeExciseTaxAmt
Subtotal$33SubtotalAmt
Tax Based On Investment Income$33TaxBasedOnInvestmentIncomeAmt
Tax Due$33TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Dan JefferyBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2397774377PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1180 E Pearson StAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Dan P Jeffery
180 E Pearson St Unit 6101ChicagoIL60611President2.00$0
Leslie L Jeffery
180 E Pearson St Unit 6101ChicagoIL60611Secretary0.00$0
Joseph R Jeffery
333 Prospect AvenueElmhurstIL60126Director0.00$0
Douglas R Jeffery
1009 Annecy PkwyNolensvilleTN37135Director0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$33TaxBasedOnInvestmentIncomeAmt
Total Tax$33TotalTaxAmt
Distributable Before Adj$33DistributableBeforeAdjAmt
Distributable Before Ded$33DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$13,949ExpensesAndContributionsAmt
Qualifying Distributions$13,949QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$32,747ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$19,590ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$46,713ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$30,076ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$32,327ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$161,453TotalExcessDistributionCyovAmt
Qualifying Distributions$13,949QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$13,949RemainingDistriFromCorpusAmt
Total Corpus$175,402TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$32,747ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$142,655ExcessDistriCyovToNextYrAmt
Excess From Year4$19,590ExcessFromYear4Amt
Excess From Year3$46,713ExcessFromYear3Amt
Excess From Year2$30,076ExcessFromYear2Amt
Excess From Year1$32,327ExcessFromYear1Amt
Excess From Current Year$13,949ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDan P JefferyContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Friends of the IDF
29 East Madison StreetChicagoIL60602NonePCTo support Israel Defense forces and Soldiers.$185
Plainview Jewish Center Tzadakeh Fu
95 Floral Dr WPlainviewNY11803NonePCTo feed the Jewish community of people laid off due to Covid 19 and needing assistance.$6,725
Illinois Regional Training Center
1700 S 4th StreetChampaignIL61820NonePCTo support world and Olympic dreams of the members of the organization.$5,000
Jewish United Fund
30 S Wells StChicagoIL60606NonePCHelp people connect to Jewish life and values, fueling a dynamic, enduring community that comes together for good.$540
Tunnel to Towers Foundation
2361 Hylan BlvdStaten IslandNY10306NonePCTo support families of fallen first responders.$250
Catholic World Mission
30 Mansell Ct Suite 103RoswellGA30076NonePCEmpower the poor, share the Gospel and ignite the Holy Spirit to transform the world.$400
Elmuhurst Art Museum
150 Cottage Hill AvenueElmhurstIL60126NonePCTo financially sustain the museum and its art, education & architechture programming.$230
Colel Chabad
806 Eastern ParkwayBrooklynNY11213NonePCTo provide material and Social services for widowed and indigent families, Holocaust survivors , immigrants, and chronically ill.$360
JPA Chicago
1707 N Halsted StChicagoIL60614NonePCTo provide children living in severe conditions access to programs and services that will enable them to learn, grow and lead productive lives.$259
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$13,949TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,002RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,581RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,585RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,585TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryBreier Consulting Ltd. - Tax and AcctgCategoryTxt
Amt$4,975Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategorySaul Ewing Law FirmCategoryTxt
Legal Fees$211LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
Bank Charges$88$88
Filing and Regulatory$15

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCredit Card PayableDesc
EOY Book Value$253EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Advisory FeesCategoryTxt
Amt$150Amt
Net Investment Income$150NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFederal Excise TaxCategoryTxt
Amt$40Amt

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