2024-05-31T12:35:01-05:00 2023-07-31 042442519 EDELSTEIN & COMPANY LLP 160 FEDERAL STREET 9TH FLOOR BOSTON MA 02110 990 2022-08-01 842737936 THE JEFFIE FOUNDATION JEFF 6173659171 CO SARAH WILKINS 45 LEONARD STREE GLOUCESTER MA 01930 LAUREN I NORTON TRUSTEE 6173659171 2024-05-31 1 LAUREN NORTON 999009999 0 EUGENE BORGONZI P01269879 6172276161 2024-05-30 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z LAUREN I NORTON 22 RIVER ROAD GLOUCESTER MA 01930 283769 0 X HTTPS://JEFFIE.ORG X 2019 MA TO HELP YOUNG PEOPLE WHO ASPIRE TO RIDE AND CARE FOR HORSES, BUT DO NOT HAVE THE FINANCIAL MEANS TO PURSUE THEIR DREAM, DEVELOP EQUESTRIAN SKILLS AND BE A PART OF THE EQUESTRIAN WORLD. 3 3 0 0 0 0 49330 37542 0 0 22036 31004 0 0 71366 68546 17700 46280 0 0 0 0 0 0 1019 35337 17954 53037 64234 18329 4312 1326483 1100682 0 0 1326483 1100682 X TO HELP YOUNG PEOPLE WHO ASPIRE TO RIDE AND CARE FOR HORSES, BUT DO NOT HAVE THE FINANCIAL MEANS TO PURSUE THEIR DREAM, DEVELOP EQUESTRIAN SKILLS AND BE A PART OF THE EQUESTRIAN WORLD. THE SPORT OF EQUESTRIAN ASSISTS YOUNG INDIVIDUALS IN DEVELOPING KEY CHARACTER TRAITS FOR SUCCESS, INCLUDING RESPONSIBILITY, ACCOUNTABILITY, DETERMINATION, SPORTSMANSHIP AND HUMILITY WHILE OFFERING AN OUTLET FOR PHYSICAL ACTIVITY. THE COSTS OF PROPER CARE AND UPKEEP OF HORSES, ALONG WITH THE EXPENSE OF LESSONS, EQUIPMENT AND COMPETITIONS CAN BE QUITE EXTENSIVE. THE FOUNDATION HOPES TO ELIMINATE THE FINANCIAL BARRIER TO RIDERSHIP FOR QUALIFIED YOUNG RIDERS PRIMARILY LOCATED IN THE NORTHEASTERN REGION OF THE UNITED STATES BY MAKING GRANTS TO ALLOW RIDERS WITH FINANCIAL NEED TO CONTINUE TO RIDE AND PERSUE THEIR DREAM. 0 0 47673 46280 0 THE FOUNDATION HAS MADE INDIVIDUAL RIDERSHIP GRANTS TO YOUNG RIDERS IN THE NORTHEASTERN UNITED STATES WITH A DEMONSTRATED FINANCIAL NEED. 47673 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 MA X LAUREN NORTON 6173659171 22 RIVER ROAD GLOUCESTER MA 01930 X LAUREN I NORTON TRUSTEE 1.00 X 0 0 0 DEACON H CHAPIN TRUSTEE 1.00 X 0 0 0 SARAH F WILKINS TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 37542 2131 37542 24332 24332 221895 215223 6672 6672 6672 68546 0 0 31004 46280 46280 5500 5500 9844 9844 2034 1284 750 63 63 BANK & CREDIT CARD PROC 285 16 269 FOREIGN TAXES & ADR FEE 119 119 TROPHY EXPENSES 109 109 64234 47673 15542 1019 78112 2709 99336 1248371 998637 1326483 1100682 0 0 X 1326483 1100682 1326483 1100682 1326483 1100682 4312 48067 -278180 0 X 0 0 0 X 885575 29525 49330 37542 1001972 885575 29525 49330 37542 1001972 527321 474651 5204 15819 4727 24332 50082 1052054 X FORM 990, SCHEDULE A, PART II THE ORGANIZATION WAS FORMED UNDER THE LAWS OF THE COMMONWEALTH OF MASSACHUSETTS ON AUGUST 14, 2019 WITH A JULY YEAR END. THEREFORE THE TAX PERIOD AUGUST 14, 2019 - JULY 31, 2020 (TAX YEAR 2019) IS A SHORT YEAR. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 RIDERSHIP GRANTS TO YOUNG HORSE RIDERS 7 46280 0 N/A N/A PART I, LINE 2: PRIOR TO PROVIDING ANY GRANT, THE JEFFIE FOUNDATION REQUIRES THAT THE GRANTEE PROVIDE A DETAILED ACCOUNT OF HOW THE FUNDS WILL BE USED, INCLUDING, AS DESIRABLE, CONFIRMATION FROM THE GRANTEE'S TRAINER. AFTER THE GRANT IS GIVEN, EACH GRANTEE REPORTS AT LEAST SEMI-ANNUALLY, AND OFTEN QUARTERLY AS ACTIVITIES DICTATE, TO THE TRUSTEES CONFIRMING THE USE OF FUNDS AS PROPOSED. FORM 990, PART VI, SECTION A, LINE 2 LAUREN I. NORTON & DEACON H. CHAPIN - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. SINCE THE GOVERNING BODY IS COMPRISED OF ONLY 3 TRUSTEES, THEY VOTE ON ALL MATTERS OF THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B LAUREN NORTON, TRUSTEE, REVIEWS THE FORM 990 WITH THE TAX PREPARER BEFORE FILING. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND INTERNALLY-PREPARED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.