2026-09-19T10:55:06-05:00 2025-12-31 581707386 The Jackson Group PC 241 Peachtree St NE Ste 300 Atlanta GA 30303 990PF 2025-01-01 586403590 THE JOHN AND MARY NEFF FOUNDATION JOHN 4043784870 P O BOX 1184 DECATUR GA 30031 Consuelo L Kertz Trustee 4043784870 2026-09-18 1 Stuart Alan Jackson P01294629 4045860050 2026-09-18 2025 X 1323702 X 1064039 66939 66914 10222 2120739 182600 1141200 249514 25355 12678 12677 4268 2134 2134 6998 6998 0 10592 92 0 47213 21902 14811 2532640 2532640 2579853 21902 2547451 -1438653 227612 357654 3298 3298 56307 1070804 1070804 40 40 40 556550 56489 69798 0 75461 70233 99110 0 0 1041880 42379 109569 168250 14294 0 2279791 1262765 1323702 0 0 X 0 0 0 0 2279791 1262765 2279791 1262765 2279791 1262765 2279791 -1438653 421627 1262765 0 1262765 PUBLICLY TRADED SECURITIES - SCHWAB D 893693 966215 -72522 -72522 PUBLICLY TRADED SECURITIES - WF P 1224741 971924 252817 252817 Capital Gains Dividends P 2305 2305 2305 182600 3164 0 3164 0 3164 4345 0 0 0 4345 7 1174 1174 0 0 0 0 0 0 0 0 0 0 1 1 1 GA 1 0 1 0 1 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 25355 0 0 NONE 0 NONE 0 0 1332453 1044087 0 2376540 0 0 2376540 35648 2340892 117045 117045 3164 3164 113881 0 113881 0 113881 2547451 0 2547451 113881 0 0 134 77525 64006 1611761 1955308 3708734 2547451 0 0 0 113881 2433570 0 0 6142304 0 0 0 0 0 0 134 6142170 77525 64006 1611761 1955308 2433570 X 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. 1766607 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. 450000 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. 316033 2532640 0 14 66939 18 10222 0 77161 0 77161 0 0 0 0 0 0 0 0 0 0 X X 1 MARY M NEFF TRUST P O BOX 1184 DECATUR GA 30031 67432 X 2 MARY M NEFF TRUST P O BOX 1184 DECATUR GA 30031 59820 X 3 MARY M NEFF TRUST P O BOX 1184 DECATUR GA 30031 2262 X 4 MARY M NEFF TRUST P O BOX 1184 DECATUR GA 30031 257712 X 5 MARY M NEFF TRUST P O BOX 1184 DECATUR GA 30031 59943 X 6 MARY M NEFF TRUST P O BOX 1184 DECATUR GA 30031 13681 X 7 MARY M NEFF TRUST P O BOX 1184 DECATUR GA 30031 48677 X 8 MARY M NEFF TRUST P O BOX 1184 DECATUR GA 30031 21709 X 9 MARY M NEFF TRUST P O BOX 1184 DECATUR GA 30031 253361 X 10 MARY M NEFF TRUST P O BOX 1184 DECATUR GA 30031 279441 X 1 ALLSPRING STRAT MUNI BOND - VMPAX 67432 2025-04-25 2 COLUMBUS STRAT INC FD -COSIX 59820 2025-04-25 3 NEOGEN CORP - NEOG 2262 2025-04-25 4 PEPSICO INC - PEP 257712 2025-04-25 5 PUTNAM LARGE CAP VALUE - PEYAX 59943 2025-04-25 6 SOLVENTUM CORP - SOLV 13681 2025-04-25 7 GM FINANCIAL - 37046AAQ8 48677 2025-10-06 8 VERIZON COMM - 92346MBF7 21709 2025-10-06 10 JPMORGAN HEDGED EQUITY - JHQCX 279441 2025-04-25 THE JACKSON GROUP, PC 4268 2134 2134 Community Foundation for Greater Atlanta 191 Peachtree St NE 1000 Atlanta GA 30303 Exxon Mobil common stock donated to Mary's Fund, a DAF, as part of the liquidation of the Foundation to be finalized in 2026. 563550 Community Foundation for Greater Atlanta 191 Peachtree St NE 1000 Atlanta GA 30303 Cash donated to Mary's Fund, a DAF, as part of the liquidation of the Foundation to be finalized in 2026. 1203057 GENERAL MOTORS 3.9% 49660 48919 VERIZON COMM 4.7% 25801 21314 JPMORGAN CHASE & CO - 0.084 SHS 2 3 PUTNAM LARGE CAP VALUE - 1778.21 56487 69795 EXXON MOBIL - 910.4928 SHS AT COST 42379 109569 During 2025, the Neff Foundation made a charitable distribution of Exxon Mobil common stock to Mary's fund, a DAF at the Community Foundation for Greater Atlanta, with an aggregate fair market value of $563,550 on 10/21/2025. In addition, the Foundation distributed $1,203,056.83 in cash to CFGA on 6/5/25. The distributions represented approximately 64% of the fair market value of the Foundation's net assets at the beginning of the year and are therefore reported as a substantial contraction for purposes of Form 990-PF, Part VI-A, line 5. The Foundation retained its remaining assets, continued its charitable activities, and did not terminate its private foundation status. The Foundation does plan to close in 2026, and the resolution is attached. CSX - PRECONTRIBUTION GAIN 76256 0 EXXON MOBIL - PRECONTRIBUTION GAIN 98084 15110 OTHER SECURITIES - PRECONTRIBUTION GAIN -6090 -816 EXCESS OF FMV OVER BOOK VALUE OF SECURITIES DONATED 421627 WELLS FARGO 6998 6998 0 MARY NEFF TRUST P O BOX 1184 DECATUR GA 30031 FOREIGN/ADR 92 92 0 FEDERAL EXCISE TAX 10500 0 0