2025-10-09T09:28:01-05:00 2024-12-31 581707386 The Jackson Group PC 241 Peachtree St NE Ste 300 Atlanta GA 30303 990PF 2024-01-01 586403590 THE JOHN AND MARY NEFF FOUNDATION JOHN 4043784870 P O BOX 1184 DECATUR GA 30031 Consuelo L Kertz Trustee 4043784870 2025-10-03 1 0 Stuart Alan Jackson P01294629 4045860050 2025-10-03 2024 2025-03-06 01:10:19Z X 2758284 X 913523 288 288 84500 84500 292919 2379523 518018 1291230 602806 25795 12897 7397 3814 1907 1907 19062 19062 0 586 586 0 49257 34452 9304 2110000 2110000 2159257 34452 2119304 -868027 568354 81542 357654 357654 231717 56307 56307 40 1261 40 597061 556550 742348 254466 99110 153922 1659330 1041880 1448053 322441 168250 0 3147818 2279791 2758284 0 0 X 0 0 0 0 3147818 2279791 3147818 2279791 3147818 2279791 3147818 -868027 0 2279791 0 2279791 PUBLICLY TRADED STOCKS P 371756 344531 27225 27225 PUBLICLY TRADED STOCKS D 2004817 1516974 487843 487843 Capital Gains Dividends P 2950 2950 2950 518018 7900 0 7900 0 7900 1745 0 6500 0 8245 0 345 345 0 0 0 0 0 0 0 0 0 0 0 1 1 GA 1 0 0 0 0 1 N/A The Foundation 4043784870 P O BOX 1184 DECATUR GA 30031 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Connie L Kertz P O Box 1184 Decatur GA 30031 Trustee 1.00 25795 0 0 NONE 0 NONE 0 0 2810880 679388 0 3490268 0 0 3490268 52354 3437914 171896 171896 7900 7900 163996 0 163996 0 163996 2119304 0 2119304 163996 0 0 124 134 77525 64006 1611761 1753550 2119304 0 0 0 163996 1955308 0 0 3708858 0 0 0 0 0 0 124 3708734 134 77525 64006 1611761 1955308 X CENTER FOR SCIENCE IN THE PUBLIC INTEREST 1250 I STREET NWSUITE 500 WASHINGTON DC DC 20005 N/A PC To envision a healthy population with reduced impact and burden of preventable diseases and an equitable food system that makes healthy, sustainable food accessible to all. 750000 COMMUNITY FOUNDATION OF GREATER ATLANTA 191 PEACHTREE ST NE STE 1000 ATLANTA GA 30303 N/A PF Enhance the quality of life in Atlanta by providing expert philanthropic services. 250000 FOOD WELL ALLIANCE 970 JEFFERSON ST NW SUITE 2 ATLANTA GA 30318 N/A PC To provide resources and support to local Georgia growers to connect and build healthier communities through an equitable, local food ecosystem in which everyone can participate and benefit. 5000 GEORGIA ORGANICS 200 OTTLEY DR NE A ATLANTA GA 30324 N/A PC To invest in Georgia's organic farmers for the health of our communities and the land. 5000 GOOD SAMARITAN HEALTH CENTER 1015 DONALD LEE HOLLOWELL PKWY ATLANTA GA 30318 N/A PC Work to remove the barriers preventing low-income families from obtaining access to quality healthcare in the Atlanta area. 10000 HORIZONS ATLANTA 505 10TH ST NW 3217 ATLANTA GA 30318 N/A PC to support a six-week summer learning experience that supports students from underserved communities throughout their K-12 academic careers 20000 MATHMATICAL ASSOC OF AMERICA P O BOX 90973 WASHINGTON DC 20077 N/A PC Public policy efforts to recruit and retain minority and female students into undergraduate mathematics and mathematics-intensive fields. 100000 NATIONAL PARK FOUNDATION 1500 K STREET NW SUITE 700 WASHINGTON DC 20005 N/A PC to preserve unimpaired the natural and cultural resources and values of the National Park System for the enjoyment, education, and inspiration of this and future generations. 10000 SOCIETY FOR SCIENCE & THE PUBLIC 1719 N Street NW WASHINGTON DC DC 20036 N/A PC To promote the understanding and appreciation of science and the vital role it plays in human advancement: to inform, educate, and inspire. 200000 UNION OF CONCERNED SCIENTISTS TWO BRATTLE SQUARE CAMBRIDGE MA 021383780 N/A PC to use rigorous, independent science to solve our planet's most pressing problems 750000 WHOLESOME WAVE GEORGIA 777 CLEVELAND AVE SW 400 ATLANTA GA 30315 N/A PC to make fresh, healthy, locally grown food affordable for all Georgians and match the value of SNAP/EBT (commonly referred to as food stamps) on fruit and vegetable purchases. That means families who spend $10 using SNAP/EBT receive $20 of locally-grown food. 5000 WYLDE CENTER 435 OAKVIEW RD DECATUR GA 30030 N/A PC To support resilient communities by connecting people to nature through environmental education and public greenspaces: Oakhurst Garden, Sugar Creek Garden, Hawk Hollow, Edgewood Community Learning Garden, and the Mulberry Fields Garden in four different Decatur and Atlanta neighborhoods. 5000 2110000 0 14 288 14 84500 18 292919 0 377707 0 377707 0 0 0 0 0 0 0 0 0 0 X X 1 MARY M NEFF TRUST P O BOX 1184 DECATUR GA 30031 81471 X 2 MARY M NEFF TRUST P O BOX 1184 DECATUR GA 30031 832051 X 1 3M STOCK 81471 2024-05-29 2 MFX MASSACHUSETTS INV GR STK A:MIGFX 832051 2024-07-22 THE JACKSON GROUP, PC 3814 1907 1907 ABBVIE INC - 21.000 2439 3732 ACCENTURE PLC - 6.000 1913 2111 ADOBE INC - 8.000 4398 3557 ADVANCED MICRO SERVICES - 24.000 2038 2899 ALIGN TECHNOLOGY INC - 18.000 6733 3753 ALPHABET INC CL C - 97.000 12418 18473 ALPHABET INC CL C - 84.000 10827 15997 AMAZON.COM INC - 137.000 SHS 24281 30056 APPLE INC - 88.000 12988 22037 APPLE INC - 85.000 12714 21286 ARISTA NETWORKS INC - 62.000 1415 6853 BLACKROCK INC - 4.000 3415 4100 BLACKSTONE INC - 34.000 3037 5862 BOEING CO - 22.000 3617 3894 BOSTON SCIENTIFIC CORP - 52.000 2225 4645 BROADCOM INC - 50.000 2380 11592 BROADCOM INC - 47.000 2237 10896 CADENCE DESIGN SYSTEMS INC - 13.000 2767 3906 CANADIAN PAC RY LTD - 57.000 4237 4125 CELANESE CORP - 33.000 4352 2284 CHIPOTLE MEXICAN GRILL INC - 86.000 2917 5186 CISCO SYSTEMS INC - 67.000 3658 3966 CITIGROUP INC - 81.000 4441 5702 COGNIZANT TECH SOLUTIONS CRP - 30.000 2169 2307 CONSTELLATION BRANDS INC - 11 2454 2431 DANAHER CORP - 14.000 3572 3214 DEXCOM INC - 44.000 4955 3422 EATON CORP PLC - 14.000 2151 4646 ECOLAB INC - 15.000 2796 3515 ELI LILLY & CO - 7.000 1622 5404 ELI LILLY & CO - 8.000 1859 6176 FORTUNE BRANDS HOME & SECURITY - 42.000 3305 2870 GARMIN LTD - 19.000 2287 3919 HOME DEPOT INC 11.000 3471 4279 INTERCONTINENTAL EXCHANGE INC - 19.000 2238 2831 INTUITIVE SURGICAL INC 12.000 2155 4698 JPMORGAN CHASE & CO - 35.000 4902 8390 LAM RESEARCH CORP - 47.000 2668 3395 MANULIFE FINANCIAL CORP - 261.000 2434 4115 MCDONALDS CORP - 13.000 3656 3769 MERCK & CO - 40.000 3141 3979 META PLATFORMS INC - 20.000 3471 11710 META PLATFORMS INC - 23.000 6836 13467 MICROSOFT CORP - 47.000 13604 19811 MICROSOFT CORP - 57.000 16769 24025 MONDELEZ INTL INC - 41.000 2623 2449 MORGAN STANLEY - 29.000 2688 3646 NETFLIX INC - 6.000 2226 5348 NVIDIA CORP - 219.000 5529 29410 OKTA INC - 40.000 5422 3152 PALO ALTO NETWORKS INC - 18.000 1484 4367 POOL CORP - 7.000 3191 2387 REGIONS FINL CORP NEW COM 136.000 2625 3199 RTX CORP - 38.000 3282 4397 S&P GLOBAL INC - 6.000 2489 2988 SALESFORCE COM INC - 25.000 3093 4681 SERVICENOW INC - 5.000 2824 5301 STARBUCKS CORP COM - 30.000 2996 2738 SUNCOR ENERGY INC - 157.000 3974 5602 TARGET CORP - 17.000 3530 2298 TE CONNECTIVITY LTD - 23.000 2829 2859 THERMO FISHER SCIENTIFIC INC - 5.000 2694 2601 TOTALENERGIES SE - 87.000 4183 4742 TOUCHSTONE MID CAP FD - 1821.712 85409 101141 TRACTOR SUPPLY CO - 50.000 1898 2653 TRADE DESK INC - 34.000 2194 3996 TRANSDIGM GROUP INC - 2.000 1270 2535 TRIMBLE INC - 48.000 3065 2897 ULTA BEAUTY INC - 8.000 2837 3479 UNILEVER PLC - 28.000 2774 3119 UNION PACIFIC CORP - 15.000 3476 3421 UNITED PARCEL SERVICE - CL B - 23 4854 3657 UNITEDHEALTH GROUP INC - 10.000 5082 5059 VANGUARD MIDCAP VIPER - 200.000 44618 52826 VERTEX PHARMACEUTICALS INC - 11.000 1903 3624 VISA INC - 23.000 5361 7269 VISA INC - 16.000 3606 5057 WASTE MGMT INC - 23.000 2487 3430 XPO LOGISTICS INC - 31.000 1184 4066 HILTON WORLDWIDE HOLDINGS INC - 16.000 3344 3955 CORPAY INC - 13.000 3277 4399 MARSH & MCLENNAN COS INC - 13.000 2886 2761 NEUROCRINE BIOSCIENCE INC COM - 16.000 2206 2184 UNITEDHEALTH GROUP INC - 13.000 5758 6576 ANALOG DEVICES INC - 14.000 3178 2974 ANALOG DEVICES INC - 14.000 3306 2974 COSTAR GROUP, INC - 40.000 3443 2864 DATADOG INC - 36.000 4494 5144 KEYSIGHT TECHNOLOGIES INC - 16.000 2756 2570 ISHARES MSCI INDIA ETF - 400.000 22062 21056 GOLDMAN SACHS GQG PARTNERS INTL OPPORTUNITIES - 594.713 13500 11627 ISHARES CORE MSCI EMERGING MARKETS ETF - 260.000 13495 13577 T ROWE PRICE OVERSEAS STOCK FUND CL I 1040.061 13500 13032 VERTIV HOLDINGS LLC - 34.000 2336 3863 ADOBE INC - 8.000 3347 3113 CSX AT COST 524248 566781 EXXON MOBIL AT COST 275104 635792 FPA NEW INCOME FUND 19455.090 AT COST 188000 190076 T ROWE PRICE INSTITUTIONAL FLOAT 5838.116 AT COST 54528 55404 CSX - PRECONTRIBUTION GAIN 141381 76256 0 EXXON MOBIL - PRECONTRIBUTION GAIN 181060 98084 0 RETURN OF CAPITAL ADJ -6090 0 WELLS FARGO 19062 19062 0 FOREIGN/ADR 586 586 0 FEDERAL EXCISE TAX 0 0 0