JEFFERY FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
JEFFERY FAMILY CHARITABLE FOUNDATION (EIN 81-0740464)
Tax period
2024-07-01 to 2025-06-30
Filed
2025-09-02
IRS object ID
202502459349100810
Schema version
2024v5.2
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)
Return2025-09-02T09:04:33-07:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN814693010PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JPH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1377 E Butterfield Rd Ste 640AddressLine1Txt
CityLombardCityNm
State AbbreviationILStateAbbreviationCd
ZIP60148ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

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
Signature2025-09-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMike BreierPreparerPersonNm
PTINP00350187PTIN
Phone7088360830PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$209,304FMVAssetsEOYAmt
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$1,172DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,172DividendsNetInvstIncmAmt
Dividends Adj Net Incm$1,172DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$13,414NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$25,438GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$13,414CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$14,588TotalRevAndExpnssAmt
Total Net Invst Incm$14,588TotalNetInvstIncmAmt
Total Adj Net Incm$1,174TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$5,600AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$150OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$150OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$13TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$272OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$6,035TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$150TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$24,520ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$24,520ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$30,555TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$150TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$24,520TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$15,967ExcessRevenueOverExpensesAmt
Net Investment Income$14,438NetInvestmentIncomeAmt
Adjusted Net Income$1,174AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$20,204CashBOYAmt
Cash EOY$17,011CashEOYAmt
Cash EOYFMV$17,011CashEOYFMVAmt
Corporate Stock BOY$40,487CorporateStockBOYAmt
Corporate Stock EOY$28,463CorporateStockEOYAmt
Corporate Stock EOYFMV$192,293CorporateStockEOYFMVAmt
Total Assets BOY$60,691TotalAssetsBOYAmt
Total Assets EOY$45,474TotalAssetsEOYAmt
Total Assets EOYFMV$209,304TotalAssetsEOYFMVAmt
Other Liabilities BOY$250OtherLiabilitiesBOYAmt
Other Liabilities EOY$1,000OtherLiabilitiesEOYAmt
Total Liabilities BOY$250TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,000TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$60,441NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$44,474NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$60,441TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$44,474TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$60,691TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$45,474TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$60,441TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$15,967ExcessRevenueOverExpensesAmt
Subtotal$44,474SubtotalAmt
Tot Net Ast Or Fund Balances EOY$44,474TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
77 Apple Inc.P2011-06-142024-11-21$17,582$925$16,657$16,657
150 Exact Sciences Corp ComP2020-08-272024-11-21$7,856$11,099-$3,243-$3,243
FieldValueIRS element (for citing)
Capital Gain Net Income$13,414CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$201InvestmentIncomeExciseTaxAmt
Subtotal$201SubtotalAmt
Tax Based On Investment Income$201TaxBasedOnInvestmentIncomeAmt
Tax Due$201TaxDueAmt
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
5719 Cloverland DriveBrentwoodTN37027President2.00$0
Leslie L Jeffery
5719 Cloverland DriveBrentwoodTN37027Secretary0.00$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$201TaxBasedOnInvestmentIncomeAmt
Total Tax$201TotalTaxAmt
Distributable Before Adj$201DistributableBeforeAdjAmt
Distributable Before Ded$201DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$24,520ExpensesAndContributionsAmt
Qualifying Distributions$24,520QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$46,713ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$30,076ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$32,327ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$13,949ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$24,501ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$147,566TotalExcessDistributionCyovAmt
Qualifying Distributions$24,520QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$24,520RemainingDistriFromCorpusAmt
Total Corpus$172,086TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$46,713ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$125,373ExcessDistriCyovToNextYrAmt
Excess From Year4$30,076ExcessFromYear4Amt
Excess From Year3$32,327ExcessFromYear3Amt
Excess From Year2$13,949ExcessFromYear2Amt
Excess From Year1$24,501ExcessFromYear1Amt
Excess From Current Year$24,520ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Plainview Jewish Center Tzadakeh Fu
95 Floral Dr WPlainviewNY11803NonePCTo feed the Jewish community of people laid off due to Covid 19 and needing assistance.$8,539
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.$932
Komen Greater NYC
246 W 38th Street 503New York CityNY10018NonePCTo support the mission of Komen Greater NYC.$159
Tri Delta
14951 Dallas Parkway Ste 500DallasTX75254NonePCSupport the mission and purpose of Delta Delta Delta$136
Swim Across America
8508 Park Rd 389CharlotteNC28210NonePCTo fund cancer research, clinical trials and patient programs by hosting charity swims.$1,520
Elmuhurst Art Museum
150 Cottage Hill AvenueElmhurstIL60126NonePCTo financially sustain the museum and its art, education & architechture programming.$5,913
Friends of ELNET
Web AddressNew YorkNY10000NonePCTo strenthen relations between Europe and Israel based on shared democratic values and strategic interests.$515
Temple Shalom of Chicago
3480 North Lake Shore DriveChicagoIL60657NonePCTo support its mission to embrace, inspire, and matter.$619
World Wildlife Fund
1250 24th Street NWWashingtonDC20037NonePCConserve endangered species of Wildlife.$155
Birthright Israel Foundation
PO Box 21615New YorkNY10087NonePCTo support Birthright Israel, an educational trip that ensures every eligible young Jewish adult around the world, especially the less connected, is given the opportunity to visit Israel. Birthright Israel Foundation aims to fund this educational trip for thousands of young Jewish adults each year.$38
UC Santa Barbara Foundation
4219 Cheadle HallSanta BarbaraCA93106NonePCTo advance UC Santa Barbaras capacity to educate future generations, unlock new discoveries, and enrich California and the world.$350
Assistance League Nashville
PO Box 972BrentwoodTN37024NonePCTo recognize the potential of volunteers helping those less fortunate to a better, more meaningful life.$386
Cinema Arts Centre New York
423 Park AvenueHuntingtonNY11743NonePCTo bring the best and broadest range of film and cultural programs to all audiences, lifting spirits, expanding consciousness, and building community.$258
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$24,520TotalGrantOrContriPdDurYrAmt

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$1,172RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$13,414RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$14,588RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$14,588TotalIncomeProducingActyAmt

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 (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Breier Consulting Ltd$4,500$0$0$0
Johnson Peterek & Howse$1,100$0$0$0

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
Bank Charges$257
Filing and Regulatory$15

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCredit Card PayableDesc
BOY Book Value$250BOYBookValueAmt
EOY Book Value$1,000EOYBookValueAmt

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$13Amt

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