Jeffris Family Foundation Ltd

Janesville, WI
Tax-exempt since March 2002
EIN: 39-1281879

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$2.29M (2024)

Expenses

$2.14M (2024)

Total Assets

$14.2M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$2,293,653

Expenses

$2,142,781

Net Income

$150,872

Net Assets

$14,156,192

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100	0.0%
Interest Revenue	$48,017	2.1%
Dividends	$535,080	23.3%
Sales of Assets	$1,707,251	74.4%
Other Income	$3,205	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$408,268	19.1%
Compensation of Officers*	$256,050	11.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,156,192
Total Liabilities	$0
Net Assets	$14,156,192

Compensation

Key Employees and Officers	Compensation	Other
Thomas M Jeffris (President/Treasurer/Director)	$145,000	$0
Royce Yeater (Director/Field Representative)	$58,050	$0
Nancy Finegood (Director/Field Representative)	$53,000	$0
Peggy J Sheridan (Vice Pres/Secretary/Asst Treasurer)	$0	$0

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990-PF

Filed on May 13, 2025

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2023

Revenue

$986,440

Expenses

$1,419,292

Net Income

-$432,852

Net Assets

$14,005,320

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$48,010	4.9%
Dividends	$577,458	58.5%
Sales of Assets	$360,972	36.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$261,254	18.4%
Compensation of Officers*	$268,550	18.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,005,320
Total Liabilities	$0
Net Assets	$14,005,320

Compensation

Key Employees and Officers	Compensation	Other
Thomas M Jeffris (President/Treasurer/Director)	$145,000	$0
Royce Yeater (Director/Field Representative)	$70,550	$0
Nancy Finegood (Director/Field Representative)	$53,000	$0
Peggy J Sheridan (Vice Pres/Secretary/Asst Treasurer)	$0	$0

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990-PF

Filed on Nov. 13, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$756,792

Expenses

$1,345,006

Net Income

-$588,214

Net Assets

$14,438,172

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$48,014	6.3%
Dividends	$511,533	67.6%
Sales of Assets	$197,245	26.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$407,827	30.3%
Compensation of Officers*	$266,000	19.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,438,172
Total Liabilities	$0
Net Assets	$14,438,172

Compensation

Key Employees and Officers	Compensation	Other
Thomas M Jeffris (President/Treasurer/Director)	$145,000	$0
Royce Yeater (Director/Field Representative)	$68,000	$0
Nancy Finegood (Director/Field Representative)	$53,000	$0
Peggy J Sheridan (Vice Pres/Secretary/Asst Treasurer)	$0	$0

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990-PF

Filed on Nov. 13, 2023

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$2,892,686

Expenses

$1,030,300

Net Income

$1,862,386

Net Assets

$15,025,386

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$48,020	1.7%
Dividends	$497,781	17.2%
Sales of Assets	$2,346,885	81.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$667,079	64.7%
Compensation of Officers*	$289,525	28.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,025,386
Total Liabilities	$0
Net Assets	$15,025,386

Compensation

Key Employees and Officers	Compensation	Other
Thomas M Jeffris (President/Treasurer/Director)	$145,000	$0
Royce Yeater (Director/Field Representative)	$95,525	$0
Roman Vetter (Director/Field Representative)	$37,750	$0
Nancy Finegood (Director/Field Representative)	$11,250	$0
Peggy J Sheridan (Vice Pres/Secretary/Asst Treasurer)	$0	$0

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990-PF

Filed on July 18, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$1,628,405

Expenses

$1,516,216

Net Income

$112,189

Net Assets

$13,173,987

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$250	0.0%
Interest Revenue	$48,124	3.0%
Dividends	$364,206	22.4%
Sales of Assets	$1,215,825	74.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$599,344	39.5%
Compensation of Officers*	$282,550	18.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,173,988
Total Liabilities	$1
Net Assets	$13,173,987

Compensation

Key Employees and Officers	Compensation	Other
Thomas M Jeffris (President/Treasurer/Director)	$145,000	$0
Royce Yeater (Director/Preservation Consultant)	$87,050	$0
Roman Vetter (Director)	$50,500	$0
Peggy J Sheridan (Vice Pres/Secretary/Asst Treasurer)	$0	$0

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990-PF

Filed on July 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$1,097,542

Expenses

$1,865,218

Net Income

-$767,676

Net Assets

$13,063,564

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$50,176	4.6%
Dividends	$464,812	42.4%
Sales of Assets	$582,554	53.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$382,434	20.5%
Compensation of Officers*	$256,888	13.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,063,565
Total Liabilities	$1
Net Assets	$13,063,564

Compensation

Key Employees and Officers	Compensation	Other
Thomas M Jeffris (President/Treasurer/Director)	$137,500	$0
Royce Yeater (Director/Preservation Consultant)	$66,388	$0
Roman Vetter (Director)	$53,000	$0
Peggy J Sheridan (Vice Pres/Secretary/Asst Treasurer)	$0	$0

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990-PF

Filed on Aug. 19, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$1,393,710

Expenses

$2,289,009

Net Income

-$895,299

Net Assets

$13,831,241

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$50,179	3.6%
Dividends	$490,749	35.2%
Sales of Assets	$852,782	61.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$518,959	22.7%
Compensation of Officers*	$279,263	12.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,831,241
Total Liabilities	$0
Net Assets	$13,831,241

Compensation

Key Employees and Officers	Compensation	Other
Thomas M Jeffris (President/Treasurer/Director)	$133,333	$0
Royce Yeater (Director/Preservation Consultant)	$92,930	$0
Roman Vetter (Director)	$53,000	$0
Peggy J Sheridan (Vice Pres/Secretary/Asst Treasurer)	$0	$0

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990-PF

Filed on Oct. 29, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$1,784,055

Expenses

$607,606

Net Income

$1,176,449

Net Assets

$14,643,544

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100	0.0%
Interest Revenue	$48,248	2.7%
Dividends	$444,998	24.9%
Sales of Assets	$1,290,709	72.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$313,608	51.6%
Compensation of Officers*	$247,304	40.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,643,544
Total Liabilities	$0
Net Assets	$14,643,544

Compensation

Key Employees and Officers	Compensation	Other
Thomas M Jeffris (President/Treasurer/Director)	$125,000	$0
Royce Yeater (Director/Preservation Consultant)	$74,304	$0
Roman Vetter (Director)	$48,000	$0
Peggy J Sheridan (Vice Pres/Secretary/Asst Treasurer)	$0	$0

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990-PF

Filed on May 24, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$913,519

Expenses

$1,391,023

Net Income

-$477,504

Net Assets

$13,467,178

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$200	0.0%
Interest Revenue	$48,082	5.3%
Dividends	$459,729	50.3%
Sales of Assets	$405,508	44.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$418,909	30.1%
Compensation of Officers*	$234,120	16.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,467,178
Total Liabilities	$0
Net Assets	$13,467,178

Compensation

Key Employees and Officers	Compensation	Other
Thomas M Jeffris (President/Treasurer/Director)	$125,000	$0
Royce Yeater (Director)	$61,120	$0
Roman Vetter (Director)	$48,000	$0
Peggy J Sheridan (Vice Pres/Secretary/Asst Treasurer)	$0	$0

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990-PF

Filed on Nov. 14, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$1,014,419

Expenses

$1,106,958

Net Income

-$92,539

Net Assets

$13,869,687

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$48,751	4.8%
Dividends	$414,370	40.8%
Sales of Assets	$551,298	54.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$314,895	28.4%
Compensation of Officers*	$253,960	22.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,869,687
Total Liabilities	$0
Net Assets	$13,869,687

Compensation

Key Employees and Officers	Compensation	Other
Thomas M Jeffris (President/Treasurer/Director)	$125,000	$0
Royce Yeater (Director)	$80,960	$0
Roman Vetter (Director)	$48,000	$0
Peggy J Sheridan (Vice Pres/Secretary/Asst Treasurer)	$0	$0

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990-PF

Filed on May 4, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$1,945,894

Expenses

$1,225,059

Net Income

$720,835

Net Assets

$13,782,226

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100	0.0%
Interest Revenue	$48,180	2.5%
Dividends	$400,905	20.6%
Sales of Assets	$1,496,709	76.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$621,285	50.7%
Compensation of Officers*	$238,270	19.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,782,226
Total Liabilities	$0
Net Assets	$13,782,226

Compensation

Key Employees and Officers	Compensation	Other
Thomas M Jeffris (President/Treasurer/Director)	$121,250	$0
Royce Yeater (Director)	$69,020	$0
Roman Vetter (Director)	$48,000	$0
Peggy J Sheridan (Vice Pres/Secretary/Asst Treasurer)	$0	$0

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990-PF

Filed on Aug. 17, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$1,418,117

Expenses

$1,498,776

Net Income

-$80,659

Net Assets

$13,061,391

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$59,352	4.2%
Dividends	$372,281	26.3%
Sales of Assets	$986,484	69.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$854,043	57.0%
Compensation of Officers*	$196,000	13.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,061,391
Total Liabilities	$0
Net Assets	$13,061,391

Compensation

Key Employees and Officers	Compensation	Other
Thomas M Jeffris (President/Treasurer/Director)	$110,000	$0
Royce Yeater (Director)	$50,000	$0
Roman Vetter (Director)	$36,000	$0
Peggy J Sheridan (Vice Pres/Secretary/Asst Treasurer)	$0	$0

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990-PF

Filed on Nov. 13, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$953,752

Expenses

$2,277,655

Net Income

-$1,323,903

Net Assets

$13,142,049

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100	0.0%
Interest Revenue	$62,694	6.6%
Dividends	$461,394	48.4%
Sales of Assets	$429,564	45.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,059,427	90.4%
Compensation of Officers*	$199,500	8.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,142,050
Total Liabilities	$1
Net Assets	$13,142,049

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$629,064

Expenses

$1,513,938

Net Income

-$884,874

Net Assets

$14,465,952

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$149,623	23.8%
Dividends	$352,429	56.0%
Sales of Assets	$127,012	20.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,013,958	67.0%
Compensation of Officers*	$151,333	10.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,465,953
Total Liabilities	$1
Net Assets	$14,465,952

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

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Jeffris Family Foundation Ltd

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $2.29M (2024)

Expenses $2.14M (2024)

Total Assets $14.2M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$2.29M (2024)

Expenses

$2.14M (2024)

Total Assets

$14.2M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2023

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2022

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2021

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2020

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2019

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2016

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2015

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2014

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2013

Fiscal Year Ending Dec.
2012

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2011

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2010

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