2024-11-14T14:42:22-06:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 352163999 The Paula B and Oliver W Jones Family Foundation Inc % Foundation Source PAUL 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 PETER CALDWELL JONES PRESIDENT 8008391754 2024-11-11 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-10-15 13:58:12Z X 3632086 X 94611 2259 2259 113463 113463 -27827 325446 0 -425 182081 115722 0 34376 34376 1000 26284 26282 61660 34376 26282 139265 139265 200925 34376 165547 -18844 81346 118326 140813 140813 164369 99513 87917 1784563 1811319 3094235 375222 355902 289593 16089 19528 2442480 2423636 3632086 0 0 X 2442480 2423636 2442480 2423636 2442480 2423636 2442480 -18844 2423636 2423636 Publicly-traded Securities 325446 349393 -23947 -23947 -23947 1131 1131 1131 1020 0 100 1120 X 1 12 false false false false false true true false true true DE true false false false false true Foundation Source 8008391754 55 WALLS DRIVE FL 3 Fairfield CT 06824 false false false false true false false false false false false false false false false true false false false false false false false Jo Christine Childs Foundation Source 501 Silverside Rd Wilmington DE 198091377 Sec, VP 1.0 0 0 0 Patricia Marie Hagan Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Janet Christine Jones Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Moira O Jones Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Paula B Jones Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Peter Caldwell Jones Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir 1.0 0 0 0 Oliver William Jones III Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Dan Dwight Mashburn Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Rebecca Jeannette Mashburn Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Treas 1.0 0 0 0 Brian David Schnese Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 3417930 88645 0 3506575 0 3506575 52599 3453976 172699 172699 1131 1131 171568 171568 171568 165547 0 0 0 0 165547 171568 156694 165547 156694 8853 0 0 162715 0 0 Oliver Jones Paula B Jones Peter Caldwell Jones FOUNDATION SOURCE 55 WALLS DR FAIRFIELD CT 06824 8008391754 https://jonesfamilyfoundation.com https://jonesfamilyfoundation.com https://jonesfamilyfoundation.com AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO 424 E 92ND ST NEW YORK NY 10128 N/A PC General & Unrestricted 3291 ANGEL FACES INC 770 RANCHO SANTA FE RD STE 10 ENCINITAS CA 92024 N/A PC General & Unrestricted 13291 AUTISM TREE PROJECT INC 4225 EXECUTIVE SQ STE 600 LA JOLLA CA 92037 N/A PC General & Unrestricted 8000 BLIND CAT RESCUE & SANCTUARY INC 3101 E GREAT MARSH CHURCH RD SAINT PAULS NC 28384 N/A PC General & Unrestricted 1003 CARLSBAD EDUCATIONAL FOUNDATION 5650 CAMINO REAL STE 101 CARLSBAD CA 92008 N/A PC General & Unrestricted 7000 CLASSICS FOR KIDS INC 3033 5TH AVE STE 227 SAN DIEGO CA 92103 N/A PC General & Unrestricted 2000 T Truong COLUMBIA UNIVERSITY ATHLETHIC DEPARTMENT 3030 BROADWAY New York NY 10027 NONE I Scholarship Grant 1000 COMIC BOOK LEGAL DEFENSE FUND INC 15110 BOONES FERRY RD STE 220 LAKE OSWEGO OR 97035 N/A PC General & Unrestricted 250 DENVER DUMB FRIENDS LEAGUE 2080 S QUEBEC ST DENVER CO 80231 N/A PC General & Unrestricted 3864 FOOD BANK OF THE ROCKIES 10700 E 45TH AVE DENVER CO 80239 N/A PC General & Unrestricted 3863 FORESIGHT SKI GUIDES INC PO BOX 882 VAIL CO 81658 N/A PC General & Unrestricted 2000 M M Doan FRANCISCAN UNIV OF STEUBENVILLE 1235 UNIVERSITY BLVD STEUBENVILLE OH 43952 NONE I Scholarship Grant 1000 FRESH START CARING FOR KIDS FOUNDATION 2011 PALOMAR AIRPORT RD STE 206 CARLSBAD CA 92011 N/A PC General & Unrestricted 2500 FRIENDS OF HUMANE SERVICES IN TIJUANA 641 E SAN YSIDRO BLVD B3-431 SAN YSIDRO CA 92173 N/A PC General & Unrestricted 3291 FRIENDS OF LA JOLLA BRANCH LIBRARY 7555 DRAPER AVE LA JOLLA CA 92037 N/A PC General & Unrestricted 3291 GASLAMP QUARTER HISTORICAL FOUNDATION 410 ISLAND AVE SAN DIEGO CA 92101 N/A PC General & Unrestricted 500 HUMANE SOCIETY INTERNATIONAL 1255 23RD ST NW SUITE 450 WASHINGTON DC 20037 N/A PC General & Unrestricted 1820 HUMANE SOCIETY OF THE UNITED STATES 1255 23RD ST NW STE 450 WASHINGTON DC 20037 N/A PC General & Unrestricted 1820 JACOBS & CUSHMAN SAN DIEGO FOOD BANK 9850 DISTRIBUTION AVE SAN DIEGO CA 92121 N/A PC General & Unrestricted 1500 KIDS FIRST AT SUNSET VIEW 4365 HILL ST SAN DIEGO CA 92107 N/A PC General & Unrestricted 1752 KPBS SAN DIEGO 5200 CAMPANILE DR SAN DIEGO CA 92182 N/A PC General & Unrestricted 1000 LA JOLLA SUNRISE ROTARY FOUNDATION INC PO BOX 2031 LA JOLLA CA 92038 N/A PC San Pasqual Academy scholarship fund 5000 LA JOLLA SUNRISE ROTARY FOUNDATION INC PO BOX 2031 LA JOLLA CA 92038 N/A PC San Pasqual Academy Scholarship Fund 3000 LIGHTBRIDGE HOSPICE COMMUNITY FOUNDATION 6155 CORNERSTONE CT E STE 220 SAN DIEGO CA 92121 N/A PC General & Unrestricted 1200 LOVE ON A LEASH INC PO BOX 4548 OCEANSIDE CA 92052 N/A PC General & Unrestricted 500 MAGIC HORSE THERAPEUTIC RIDING CENTER 14512 WILLOW RD LAKESIDE CA 92040 N/A PC General & Unrestricted 1000 MIRACLE HOUSE INC PO BOX 1616 SILVERTHORNE CO 80498 N/A PC General & Unrestricted 2000 MONARCH SCHOOL PROJECT 1625 NEWTON AVE SAN DIEGO CA 92113 N/A PC General & Unrestricted 3291 OASIS INSTITUTE 5500 GROSSMONT CENTER DR STE 269 LA MESA CA 91942 N/A PC General & Unrestricted 1500 E G Conrey OREGON STATE UNIVERSITY PO BOX 1086 CORVALLIS OR 97339 NONE I Scholarship Grant 1000 PHILANTHROPIC VENTURES FOUNDATION 1222 PRESERVATION PARK WAY OAKLAND CA 94612 N/A PC Horizons Unlimited donor advised fund 5000 PLANNED PARENTHOOD OF THE PACIFIC SOUTHWEST 1075 CAMINO DEL RIO S SAN DIEGO CA 92108 N/A PC General & Unrestricted 3000 D V Salazar PRATT INSTITUTE 200 WILLOUGHBY AVE BROOKLYN NY 11205 NONE I Scholarship Grant 2000 PROJECT STREET VET PO BOX 232579 ENCINITAS CA 92023 N/A PC General & Unrestricted 1000 RANCHO COASTAL HUMANE SOCIETY 389 REQUEZA ST ENCINITAS CA 92024 N/A PC General & Unrestricted 1820 E Nguyen REGENTS OF THE UNIVERSITY OF CA 9500 GILMAN DR 0853 LA JOLLA CA 92093 NONE I Scholarship Grant 2000 E Parra REGENTS OF THE UNIVERSITY OF CA 1 SHIELDS AVE DAVIS CA 95616 NONE I Scholarship Grant 1000 D Tseng REGENTS OF THE UNIV OF CA LA 1125 MURPHY HALL 405 HILGARD AVE LOS ANGELES CA 90095 NONE I Scholarship Grant 1000 ROCK AND ROLL HALL OF FAME AND MUSEUM INC 1100 ROCK AND ROLL BLVD CLEVELAND OH 44114 N/A PC General & Unrestricted 500 ROCKY MOUNTAIN CHILDRENS HEALTH FOUNDATION 5394 MARSHALL ST STE 400 ARVADA CO 80002 N/A PC General & Unrestricted 3863 RONALD MCDONALD HOUSE CHARITIES OF SAN DIEGO INC 2929 CHILDRENS WAY SAN DIEGO CA 92123 N/A PC General & Unrestricted 1500 SAN DIEGO CENTER FOR CHILDREN 3002 ARMSTRONG ST SAN DIEGO CA 92111 N/A PC General & Unrestricted 1500 SAN DIEGO HUMANE SOCIETY AND S P C A 5500 GAINES ST SAN DIEGO CA 92110 N/A PC General & Unrestricted 2420 I Farah SAN DIEGO STATE UNIVERSITY 5500 CAMPANILE DR SAN DIEGO CA 92182 NONE I Scholarship Grant 3000 L S Brownell SAN DIEGO STATE UNIVERSITY 5500 CAMPANILE DR SAN DIEGO CA 92182 NONE I Scholarship Grant 1000 C Escobar SAN DIEGO STATE UNIVERSITY 5500 CAMPANILE DR SAN DIEGO CA 92182 NONE I Scholarship Grant 2000 H A Sinaniz SAN DIEGO STATE UNIVERSITY 5500 CAMPANILE DR SAN DIEGO CA 92182 NONE I Scholarship Grant 1000 ST VINCENT DE PAUL VILLAGE INC 3350 E ST SAN DIEGO CA 92102 N/A PC General & Unrestricted 1500 STRING OF PEARLS PO BOX 630454 LITTLETON CO 80163 N/A PC General & Unrestricted 2000 THE COMFORT CUB PROGRAM INC 2240 ENCINITAS BLVD 110 ENCINITAS CA 92024 N/A PC General & Unrestricted 2500 THE DENVER HEALTH AND HOSPITALS FOUNDATION 777 BANNOCK ST MC 0111 DENVER CO 80204 N/A PC General & Unrestricted 3863 SGottumukkala THE REGENTS OF THE UNIVERSITY OF CA 9500 GILMAN DR MC 0940 LA JOLLA CA 92093 NONE I Scholarship Grant 1000 C Cano-Rocha THE REGENTS OF THE UNIVERSITY OF CA 9500 GILMAN DR MC 0940 LA JOLLA CA 92093 NONE I Scholarship Grant 1000 C Khonn THE REGENTS OF THE UNIVERSITY OF CA 9500 GILMAN DR MC 0940 LA JOLLA CA 92093 NONE I Scholarship Grant 1000 J Van U C SAN DIEGO FOUNDATION 9500 GILMAN DR MAIL CODE 0853 LA JOLLA CA 92093 NONE I Scholarship Grant 3000 UNITED THROUGH READING 1455 FRAZEE RD STE 500 SAN DIEGO CA 92108 N/A PC General & Unrestricted 1952 L Smith UNIVERSITY OF CALIFORNIA IRVINE 141 INNOVATION DR STE 250 IRVINE CA 92617 NONE I Scholarship Grant 1000 T Disser UNIVERSITY OF OREGON PO BOX 3237 EUGENE OR 97403 none I Scholarship Grant 1000 VOICES FOR CHILDREN 2851 MEADOW LARK DR SAN DIEGO CA 92123 N/A PC General & Unrestricted 1000 ZOOLOGICAL SOCIETY OF SAN DIEGO PO BOX 120551 SAN DIEGO CA 92112 N/A PC funds for Elephant Valley at Safari Park 1820 ZOOLOGICAL SOCIETY OF SAN DIEGO PO BOX 120551 SAN DIEGO CA 92112 N/A PC General & Unrestricted 500 139265 14 2259 14 113463 18 -27827 K-1 Inc/Loss 525990 -425 -425 87895 87470 false false false false false false false false false false X X 1 Jones Paula B 8635 Cliffridge Avenue La Jolla CA 92037 94611 X X 1 ENTERPRISE PRODUCTS PARTNERS LP EPD, 688.162 sh. 16516 2023-01-01 1 GILEAD SCIENCES INC GILD, 237.466 sh. 20264 2023-01-01 1 HANESBRANDS INC HBI, 852.244 sh. 5352 2023-01-01 1 ROYCE VALUE TRUST, INC RVT, 691.427 sh. 9137 2023-01-01 1 TAPESTRY INC TPR, 342.403 sh. 12909 2023-01-01 1 UNITED PARCEL SERVICE UPS, 114.646 sh. 19876 2023-01-01 1 PHILADELPHIA PA AUTHFOR - 0.000% - 04/1 71781LBB4, 10000 sh. 9679 2023-01-01 FORM 990-PF FORM 990-PF One or more partnerships have provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. ANDEAVOR LOGISTICS LP NOTE - 4 149837 146222 JEFFERIES GROUP LLC - 5.000% - 98000 58938 NOMURA AMER FIN LLC - 10.000% 44820 32189 QVC INC NOTE - 4.750% - 02/15/ 63245 52244 APPLE INC 169698 793204 CATERPILLAR INC 119956 403433 GE HEALTHCARE TECHNOLOGIES INC 21485 11675 GENERAL ELECTRIC CO 82044 58317 GILEAD SCIENCES INC 232092 280244 HANESBRANDS INC 164561 40817 INTERNATIONAL BUSINESS MACHINE 127600 173430 INVESCO MTGE CAP INC PFD SER C 72058 67191 NATIONAL RETAIL PROPERTIES INC 125280 167287 NORDIC AMERICAN TANKER SHIPPIN 105847 49342 ROYCE VALUE TRUST, INC 9900 10894 STARBUCKS CORP COM 64038 102652 TAPESTRY INC 13359 13062 UNITED PARCEL SERVICE 184092 238314 UNUM CORP 202220 514412 WELLS FARGO & CO 117089 169961 99513 87917 ENTERPRISE PRODUCTS PARTNERS L 16089 19528 Administrative Fees 25952 25952 K-1 Exp ENTERPRISE PRODUCTS PA 2 Postage/Delivery Service 305 305 State or Local Filing Fees 25 25 K-1 Inc/Loss ENTERPRISE PRODUCTS PARTNERS LP -425 Investment Management Services 34376 34376 990-PF Estimated Tax for 2023 1000