Jeffris Family Foundation Ltd
- Assets
- $14.4m
- Revenue
- $756.8k
- Investments
- $13.9m
- Employees
- 0
- Location
- Janesville, WI
- Founding
- 03/2002
- Data as of
- 12/2022
- EIN
- 39-1281879
Organization Overview
Jeffris Family Foundation Ltd is located in Janesville, WI. The organization was established in 2002. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Jeffris Family Foundation Ltd is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Jeffris Family Foundation Ltd generated $756.8k in total revenue. The organization has seen a slow decline revenue. Over the past 7 years, revenues have fallen by an average of (2.7%) each year. All expenses for the organization totaled $1.3m during the year ending 12/2022. As we would expect to see with falling revenues, expenses have declined by (0.5%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Jeffris Family Foundation Ltd has awarded 93 individual grants totaling $12,034,458. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Thomas M Jeffris President/treasurer/director | 40 | $145,000 | |
Peggy J Sheridan Vice Pres/secretary/asst Treasurer | 15 | $0 | |
Royce Yeater Director/field Representative | 21.15 | $68,000 | |
Nancy Finegood Director/field Representative | 20 | $53,000 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Godfrey & Kahn Sc | 12/30/22 | $73,132 |
Gamco Investors Inc | 12/30/22 | $90,774 |
Gardner Russo & Quinn Llc | 12/30/22 | $68,717 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $48,014 |
| Dividends & Interest | $511,533 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $197,245 |
| Capital Gain Net Income | $197,245 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $756,792 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $266,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $16,582 |
| Interest | $0 |
| Taxes | $44,688 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $12,523 |
| Total operating and administrative expenses | $653,581 |
| Contributions, gifts, grants paid | $691,425 |
| Total expenses and disbursements | $1,345,006 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $493,119 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $14,438,172 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Jeffris Family Foundation Ltd has awarded $1,241,425 in support to 15 organizations.
| Grant Recipient | Amount |
|---|---|
ANTIQUE DOORKNOB COLLECTORS OF AMERICA INC PURPOSE: CHARITABLE | $975 |
CARVER COUNTY HISTORICAL SOCIETY INC PURPOSE: CHARITABLE - RESTORATION OF ANDREW PETERSON FARMHOUSE | $250,000 |
ELLWOOD HOUSE ASSOCIATION INC PURPOSE: CHARITABLE - RESTORATION OF ELLWOOD HOUSE | $325,000 |
FIRST CONGREGATIONAL UNITED CHURCH OF CHRIST PURPOSE: CHARITABLE | $1,000 |
FORWARD FOUNDATION INC PURPOSE: CHARITABLE - ART INFUSION | $1,000 |
FOUNDATION FOR APPALACHIAN OHIO PURPOSE: CHARITABLE - MACEDONIA MISSIONARY BAPTIST CHURCH | $12,450 |