2026-03-13T14:27:44-05:00 2025-06-30 840803727 Reese Henry & Company Inc 400 E Main St Ste 2 Aspen CO 81611 990PF 2024-07-01 953594410 Jefferies Family Scholarship JEFF 2127076477 520 Madison Avenue 11th Floor New York NY 10022 Richard Garrison Treasurer 2127076477 2026-03-10 1 1 Mark S Kavasch CPA P00107511 9709253771 2024 2025-03-06 01:10:19Z X X 12528749 X 101875 353733 353733 787644 3262867 787644 1243252 1141377 0 0 0 0 0 26552 13276 0 0 30226 9506 0 0 75183 75183 0 0 14331 0 0 0 14231 7116 0 0 32728 5287 0 0 193251 110368 0 0 731288 731288 924539 110368 0 731288 318713 1031009 0 250772 518594 518594 1000 3500 29934 3500 3500 1083 12101813 11965964 11965964 51372 40691 40691 12435974 12528749 12528749 18578 30997 11249 660 0 10874 29827 42531 X 12406147 12486218 12406147 12486218 12435974 12528749 12406147 318713 0 12724860 238642 12486218 Charles Schwab 2024-12-31 94546 86794 7752 7752 Charles Schwab 2024-12-31 3168321 2388429 779892 779892 787644 7752 14331 0 14331 0 14331 15289 0 0 0 15289 543 415 0 415 0 0 0 0 0 0 0 0 0 0 1 1 CA CO CT FL IL MA NJ NY NC PA TN VA 1 0 0 0 0 1 www.jefferiesscholarship.org Regina De Wetter 2123233959 520 Madison Ave 11th Floor New York NY 10022 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 Chanel Brewster 520 Madison Avenue New York NY 10022 Director 1.00 0 0 0 Mark Sahler 520 Madison Avenue New York NY 10022 Director 1.00 0 0 0 Jeffrey Agnew 520 Madison Avenue New York NY 10022 Co-Chairman 3.00 0 0 0 Chris Kanoff 520 Madison Avenue New York NY 10022 Co-Chairman 1.00 0 0 0 Larry Dunn 520 Madison Avenue New York NY 10022 Investment Chair 1.00 0 0 0 Carrera Jefferies Shea 520 Madison Avenue New York NY 10022 Secretary 1.00 0 0 0 Richard Garrison 520 Madison Avenue New York NY 10022 Treasurer 4.00 0 0 0 Mo Ahmed 520 Madison Avenue New York NY 10022 Director 1.00 0 0 0 Julia Dworkin 520 Madison Avenue New York NY 10022 Director 1.00 0 0 0 Paul Gray 520 Madison Avenue New York NY 10022 Director 1.00 0 0 0 Zachary Goldberg 520 Madison Avenue New York NY 10022 Director 1.00 0 0 0 Chase Upshaw 520 Madison Avenue New York NY 10022 Director 1.00 0 0 0 NONE 0 NONE 0 The purpose of the program is to award educational financial assistance to the children of the employees of Jefferies Financial Group Inc. 66 scholarships were awarded during the fiscal year ended June 30, 2025. 731288 0 12036374 267005 0 12303379 0 0 12303379 184551 12118828 605941 605941 14331 14331 591610 0 591610 0 591610 731288 0 731288 591610 0 0 0 731288 0 0 0 591610 139678 0 0 139678 0 0 0 0 0 0 0 139678 139678 Regina de Wetter 520 Madison Avenue New York NY 10022 2123233959 rdewetter@jefferies.com Online form submission - https://www.jefferiesscholarship.org/apply/ February 15, 2025 To receive a scholarship, a student's parent or legal guardian must be an employee of Jefferies Financial Group Inc. and its subsidiaries working for the company on the date the scholarship is awarded. The applicant must be matriculating full-time at an accredited school having academically based admissions requirements for the following academic year. Vora Saakshi 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarship 1146 Neerumalla Kanishk 520 Madison Avenue 11th Floor New York NY 10022 None I JAM Award 3000 Cocorpus Jenelle 520 Madison Avenue 11th Floor New York NY 10022 None I JAM Award 3000 Li Lucy 520 Madison Avenue 11th Floor New York NY 10022 None I JAM Award 3000 McInerney Megan 520 Madison Avenue 11th Floor New York NY 10022 None I AIA Award 3000 Adevai Vincent 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarships 3058 Zelikovych Anna 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarship 4404 Fiaga Carlile 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarship 5277 Rodrigues Rencie 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarship 5771 Vora Khushi 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarship 6444 Cahn Benjamin 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarships 6544 Fiaga Christ 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarship 6681 Augustyn Aiden 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarship 9706 Wong Marco 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarship 10418 Ferrulli Ralph 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarships 12481 Prawl Prosper 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarship 12493 Georgiou Iacovos 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarships 12500 Hertel Sawyer 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarship 12500 Wright Hanna 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarship 12500 Prabhu Pranav 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarship 12500 Gracias Zaarah 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarship 12500 Edwards Issabelle 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarships 12500 Pagan Julius 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarship 12500 Gour Lakshya 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarships 12500 Khan Hiba 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarship 12500 Wong Lorraine Lok Yan 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarship 12500 Gorimar Uraaz 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarship 12500 Correia Caitlin 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarships 12500 Edwards Lewis 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarship 12500 Gonzalez Natalie 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarship 12500 Braswell William 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarship 12500 Doss Alexandra 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarships 12500 Loftus Tyler 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarship 12500 Oganezova Karina 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarship 12500 Patel Khushi 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarship 12500 Alla Geyanjali Reddy 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarships 12500 Bakare Ifeayo 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarships 12500 Bonagiri Rirthvik 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarships 12500 Briggs Mia 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarships 12500 Braswell Corey 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarship 12500 Cowan Michaela 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarship 12500 Sonikar Roja 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarship 12500 Tam Priscilla 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarship 12500 Sit Ho Ming 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarship 12500 O'Keefe Caterina 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarship 12500 Luque Iara 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarship 12500 Monti Nicholas 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarship 12500 McKenna Kirsten 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarship 12500 Dhillon Ria 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarships 12500 Lin Declan 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarship 12500 Sonikar Pooja 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarship 12500 Kadam Siddh 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarship 12500 Khan Rida 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarship 12500 Jean-Philippe Herrol 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarship 12500 Imperiale Margaret 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarship 12500 Kwong Max 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarship 12500 Wright Anthony 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarship 12500 Cruz Gennellle Kyla 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarships 12500 Jones Molly 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarship 12500 Butler Packer 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarships 12500 Shum Katie 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarship 12500 Jean-Phillipe Maya 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarship 12500 Almodovar Julia 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarships 14865 Estrada Ariana 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarships 15000 Casey Jessica 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarship 15000 Guizar Kathy 520 Madison Avenue 11th Floor New York NY 10022 None I Educational Scholarship 15000 731288 0 14 353733 18 787644 0 1141377 0 1141377 0 0 0 0 0 0 0 0 0 0 X X 1 Jefferies LLC 520 Madison Ave 11th Floor New York NY 10022 97832 X Accounting Fees 30226 9506 0 0 First Year of Filing as a Private Foundation Form 990-PF, Part VI-B, Line 1a(4) The Jefferies Family Scholarship was founded as the Stephen Jefferies Scholarship Fund in 1981 and obtained final approval as a public charity under 501(c)(3) of the Internal Revenue Code on August 2, 1985. The organization awards scholarships to children of the employees of Jefferies LLC (the Company). The organization follows the requirements of Rev Proc 76-47, which requirements have been contained within the organization's bylaws continuously since its inception. Due to the source of the donations received by the organization, it no longer meets the public support test. This filing of the 990PF constitutes the organization's first filing as a private foundation. There is no change to the organization's scholarship process and requests that its original determination letter serve at the organization's advance approval of its 501(c)(3) status. Charles Schwab FMV 11965964 11965964 Legal Fees 26552 13276 0 0 Accrued Interest Receivable 51372 40691 40691 Unrealized Gains / Losses 238642 Honorariums 10000 0 0 0 Office Expense 1880 0 0 0 Information Technology 20055 5162 0 0 Administrative Fee 250 125 0 0 Excise tax penalties 543 0 0 0 Excise taxes payable 0 10874 Investment Management Fees 75183 75183 0 0 Excise taxes 14331 0 0 0