2024-11-15T13:25:09-06:00 2023-12-31 721396621 CARR RIGGS & INGRAM LLC 2403 82ND STREET LUBBOCK TX 79423 990PF 2023-01-01 751977748 HELEN JONES FOUNDATION INC HELE 8067412004 P O BOX 53665 LUBBOCK TX 79453 JAMES C ARNOLD CEO/PRESIDENT 8067412004 2024-11-15 1 1 KIMBERLY D WARREN CPA P00954762 8067456789 2024-11-14 2023 2024-10-15 13:58:12Z X 255424963 X X 954315 952150 4556603 4556603 7319400 11744999 7319400 5266684 5266684 18097002 18094837 190321 47580 142741 12692 3173 9519 27420 27420 0 51233 19313 31920 118416 118416 0 6622 3311 3311 1008979 742708 0 700783 700783 23936 5984 17952 1381248 1338628 34950 3521650 3007316 240393 11236265 11236265 14757915 3007316 11476658 3339087 15087521 1964428 4440064 4440064 26720 177105343 178751077 146383385 34801 34061 740 740 544 1253270 116245 1150480 1137025 1232616 65863820 65822495 103368354 246111531 250151401 255424963 0 0 X 0 0 0 0 246111531 250151401 246111531 250151401 246111531 250151401 246111531 3339087 700783 250151401 0 250151401 CAPITAL GAIN DISTRIBUTIONS P 118703 118703 118703 PARTNERSHIP K-1 ST CAPITAL SALES P 138635 138635 PUBLICLY TRADED SECURITIES P 11626296 4564234 7062062 7062062 7319400 209717 0 209717 0 209717 242547 0 150000 0 392547 X 0 182830 182830 0 0 0 0 0 0 0 0 0 1 1 0 1 1 TX 1 0 0 0 0 1 N/A JAMES C ARNOLD 8067912004 4412 74TH STREET LUBBOCK TX 79424 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES C ARNOLD P O BOX 53665 LUBBOCK TX 79453 PRESIDENT/DIRECTOR 40.00 190321 0 0 SAMUEL HAWTHORNE P O BOX 53665 LUBBOCK TX 79453 TREASURER/DIRECTOR 1.00 0 0 0 MARIANNA MARKHAM P O BOX 53665 LUBBOCK TX 79453 V PRESIDENT/DIRECTOR 1.00 0 0 0 CHRIS CREWS P O BOX 53665 LUBBOCK TX 79453 DIRECTOR 1.00 0 0 0 BARBARA BUSH P O BOX 53665 LUBBOCK TX 79453 DIRECTOR 1.00 0 0 0 JOHN W SHANKLIN II P O BOX 53665 LUBBOCK TX 79453 DIRECTOR 1.00 0 0 0 NONE 0 FUND EVALUATION GROUP PO BOX 71-5060 COLUMBUS OH 432715060 CONSULTING FEES 100576 0 NONE - FOUNDATION'S SOLE ACTIVITY IS MAKING GRANTS TO EXEMPT ORGANIZATIONS 0 NONE 0 0 220753618 3012783 16108106 239874507 0 0 239874507 3598118 236276389 11813819 11813819 209717 209717 11604102 0 11604102 0 11604102 11476658 0 11476658 11604102 0 0 135833 44586 168878 349297 11476658 0 0 0 11476658 0 127444 127444 221853 0 0 0 0 0 0 0 221853 8389 44586 168878 JAMES ARNOLD P O BOX 53665 LUBBOCK TX 79453 8067412004 LETTER STATING AMOUNT REQUESTED AND PURPOSE NONE CONTRIBUTIONS ARE MADE EXCLUSIVELY FOR RELIGOUS, CHARITABLE, SCIENTIFIC, TESTING FOR PUBLIC SAFETY, LITERARY OR EDUCATIONAL PURPOSES EITHER DIRECTLY OR BY CONTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER IRC SECTION 501(C)(3). FUNDS ARE NORMALLY RESTRICTED TO THE LUBBOCK AREA. AMERICAN CANCER SOCIETY 3513 10TH STREET LUBBOCK TX 79415 N/A PUBLIC GRANT 5350 BALLET LUBBOCK 1300 MAC DAVIS LANE LUBBOCK TX 79401 N/A PUBLIC GRANT 46000 CHARLES ADAMS STUDIO PROJECT 602 AVENUE J LUBBOCK TX 79401 N/A PUBLIC GRANT 40000 CITY OF LUBBOCK 1314 AVENUE K LUBBOCK TX 79401 N/A PUBLIC GRANT 500000 COURT APPOINTED SPECIAL ADVOCATES 601 SOUTH LOOP 289 SUITE 25 LUBBOCK TX 79424 N/A PUBLIC GRANT 20000 COVENANT HEALTH SYSTEM FOUNDATION 3615 19TH STREET LUBBOCK TX 79410 N/A PUBLIC GRANT 35000 EARLY LEARNING CENTERS OF LUBBOCK INC 1639 MAIN STREET LUBBOCK TX 79401 N/A PUBLIC GRANT 25000 FAMILY PROMISE OF LUBBOCK INC 2302 13TH STREET LUBBOCK TX 79401 N/A PUBLIC GRANT 13400 GIRL SCOUNTS OF TEXAS OKLAHOMA PLAINS 2567 74TH STREET LUBBOCK TX 79423 N/A PUBLIC GRANT 15000 GUADALUPEPARKWAY SOMMERVILLE CENTERS INC 405 N MARTIN L KING BLVD LUBBOCK TX 79403 N/A PUBLIC GRANT 19500 HIGH POINT VILLAGE 6223 COUNTY ROAD 6300 LUBBOCK TX 79416 N/A PUBLIC GRANT 8000 LITERACY LUBBOCK 1306 9TH STREET LUBBOCK TX 79401 N/A PUBLIC GRANT 20000 LOUISE HOPKINS UNDERWOOD CENTER FOR THE ARTS 511 AVENUE K LUBBOCK TX 79401 N/A PUBLIC GRANT 32150 LUBBOCK ARTS ALLIANCE PO BOX 5092 LUBBOCK TX 79408 N/A PUBLIC GRANT 20000 LUBBOCK CHORALE PMB 303 5815 82ND STREET 145 LUBBOCK TX 79424 N/A PUBLIC GRANT 25000 LUBBOCK CHRISTIAN UNIVERSITY 5601 19TH ST LUBBOCK TX 79407 N/A PUBLIC GRANT 91000 LUBBOCK ENTERTAINMENT & PERFORMING ARTS ASSOCIATION 1500 BROADWAY ST 902 LUBBOCK TX 79401 N/A PUBLIC GRANT 7500000 LUBBOCK SYMPHONY ORCHESTRA 601 AVENUE K LUBBOCK TX 79401 N/A PUBLIC GRANT 80000 MUSEUM OF TEXAS TECH UNIVERSITY PO BOX 43191 LUBBOCK TX 79409 N/A PUBLIC GRANT 1155000 MUSEUM OF TEXAS TECH UNIVERSITY ASSOCIATION PO BOX 43191 LUBBOCK TX 79409 N/A PUBLIC GRANT 150000 NATIONAL RANCHING HERITAGE CENTER BOX 43200 LUBBOCK TX 79409 N/A PUBLIC GRANT 370000 PHILANTHROPY SOUTHWEST 1910 PACIFIC AVENUE STE 13500 DALLAS TX 75201 N/A PUBLIC GRANT 5500 RANCHING HERITAGE ASSOCIATION PO BOX 43200 LUBBOCK TX 79409 N/A PUBLIC GRANT 127994 SCIENCE SPECTRUM 2579 SOUTH LOOP 289 LUBBOCK TX 79423 N/A PUBLIC GRANT 35000 SILENT WINGS MUSEUM FOUNDATION INC 6202 N INTERSTATE 27 LUBBOCK TX 79403 N/A PUBLIC GRANT 11550 TEXAS TECH UNIVERSITY - COLLEGE OF ARTS AND SCIENCES BOX 41042 LUBBOCK TX 79409 N/A PUBLIC GRANT 75200 TEXAS TECH UNIVERSITY - COLLEGE OF HUMAN SCIENCES 1301 AKRON AVE LUBBOCK TX 79415 N/A PUBLIC GRANT 20500 TEXAS TECH UNIVERSITY - COLLEGE OF VISUAL AND PERFORMING ARTS BOX 42081 LUBBOCK TX 79409 N/A PUBLIC GRANT 19000 TEXAS TECH UNIVERSITY - KTTZ-TV BOX 42161 LUBBOCK TX 79409 N/A PUBLIC GRANT 30000 TEXAS TECH UNIVERSITY - OFFICE OF THE PROVOST BOX 42019 LUBBOCK TX 79409 N/A PUBLIC GRANT 110000 TEXAS TECH UNIVERSITY - OFFICE OF THE PROVOST BOX 42019 LUBBOCK TX 79409 N/A PUBLIC GRANT REFUND -6000 UNITED WAY - LUBBOCK AREA UNITED WAY 1655 MAIN STREET 101 LUBBOCK TX 79401 N/A PUBLIC GRANT 423909 VOLUNTEER CENTER OF LUBBOCK 1706 23RD STREET STE 101 LUBBOCK TX 79411 N/A PUBLIC GRANT 51000 WALLACE THEATRE OF LEVELLAND 823 HOUSTON STREET LEVELLAND TX 79336 N/A PUBLIC GRANT 50000 WAYLAND BAPTIST UNIVERSITY 1900 W 7TH STREET PLAINVIEW TX 79072 N/A PUBLIC GRANT 130000 VOLUNTEER SERVICES COUNCIL PO BOX 5396 LUBBOCK TX 79408 N/A PUBLIC GRANT REFUND -17788 11236265 0 14 954315 14 4556603 41 4763239 18 7319400 CORDILLERA INVESTMENTS 16 -50579 EAFE EQ INDEX FUND B 16 93829 EQUITY INDEX FUND B 16 4438 FEG PRIVATE OPPORTUNITIES 16 61791 MID-CAP EQUITY INDEX 16 3535 NEWSTONE CAPITAL PARTNERS IV, LP 16 820 RCP FUND XII, LP 16 -35720 REDWHEEL EMERGING EQUITY FUND, LP 16 25366 ROCKLAND POWER PARTNERS 16 107267 RUSSELL 2000 INDEX FUND B 16 14189 RYDER COURT INTERNATIONAL SELECT 16 27212 VENTURE INVESTMENT 16 252538 ACCOLADE PARTNERS 16 -1241 0 18097002 0 18097002 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 51233 19313 31920 FAX MACHINE / SHREDDER 2005-08-01 260 260 200DB 5.000000000000 0 0 2 CHAIRS FOR OFFICE AREA 2005-08-12 878 878 200DB 7.000000000000 0 0 2 CHAIRS - RECEPTION AREA 2005-08-12 878 878 200DB 7.000000000000 0 0 EXPANDABLE PHONE - OFFICE MAX 2005-08-25 150 150 200DB 5.000000000000 0 0 COMFERENCE TABLE & CHAIRS 2005-09-16 9275 9275 200DB 7.000000000000 0 0 SIGNS OUTSIDE OFFICE 2005-09-19 357 357 200DB 7.000000000000 0 0 BARRISTER CABINET 2005-11-01 1695 1695 200DB 7.000000000000 0 0 CONFERENCE TABLE/GLASS 2005-11-10 250 250 200DB 7.000000000000 0 0 DELL COMPUTER 2005-12-14 2789 2789 200DB 5.000000000000 0 0 BRONZE & STAND - DR/MRS ARNOLD 2005-10-19 679 VAR 0.000000000000 0 0 BOSE STEREO 2006-01-12 540 540 200DB 7.000000000000 0 0 DIRECTOR CHAIR 2015-08-25 2722 1361 200DB 7.000000000000 0 0 OFFICE CHAIR - HESTERS/MCGLAUN 2005-06-16 382 382 200DB 7.000000000000 0 0 LOCK BOX - CHILDRESS HARDWARE 2005-06-21 100 100 200DB 7.000000000000 0 0 KYOCERA COPIER 2050K 2005-06-22 3270 3270 200DB 5.000000000000 0 0 ALARM SYSTEM - FIRST ALARM 2005-07-29 324 324 200DB 5.000000000000 0 0 CREDENZA - SPEARS 2005-05-31 1599 1599 200DB 7.000000000000 0 0 BOOKCASE - SPEARS 2005-05-31 1656 1656 200DB 7.000000000000 0 0 HP PRODESK 600 COMPUTER 2013-09-06 2569 2569 200DB 7.000000000000 0 0 DESK - HESTERS/MCGLAUN 2005-06-16 893 893 200DB 7.000000000000 0 0 DESK - SPEARS 2005-05-31 2076 2076 200DB 7.000000000000 0 0 OFFICE CHAIR - SPEARS 2005-05-31 642 642 200DB 7.000000000000 0 0 PHOTOS - OLD/NEW BOARD 2005-07-29 817 817 200DB 7.000000000000 0 0 AMERICAN FUNDS - EUROPACIFIC 4934166 6338584 BLACKROCK-EAFE EQUITY INDEX FUND B 21844797 19986922 BLACKROCK-EQUITY INDEX FUND B LENDBL 53892772 46404490 BLACKROCK-MID-CAP EQUITY INDEX 17862776 7153120 BLACKROCK-RUSSELL 2000 INDEX FUND B 17035656 6788258 DFA EMERGING MARKET VALUE PORTFOLIO 7341414 8664290 SCHWAB-DOUBLELINE TOTAL RETURN FD 13386308 11121680 SCHWAB-FIRST EAGLE GOLD I 9275346 8403106 SCHWAB-ISHARES 3-7 YEAR TREASURY 13418630 12192155 SCHWAB-LAZARD GLOBAL LISTED INFRASTRUCTURE 9716383 10173304 VIRTUS FUND-SEIX FLOATING RATE 10042829 9157476 FAX MACHINE / SHREDDER 260 260 0 2 CHAIRS FOR OFFICE AREA 878 878 0 2 CHAIRS - RECEPTION AREA 878 878 0 EXPANDABLE PHONE - OFFICE MAX 150 150 0 COMFERENCE TABLE & CHAIRS 9275 9275 0 SIGNS OUTSIDE OFFICE 357 357 0 BARRISTER CABINET 1695 1695 0 CONFERENCE TABLE/GLASS 250 250 0 DELL COMPUTER 2789 2789 0 BRONZE & STAND - DR/MRS ARNOLD 679 0 679 BOSE STEREO 540 540 0 DIRECTOR CHAIR 2722 2722 0 OFFICE CHAIR - HESTERS/MCGLAUN 382 382 0 LOCK BOX - CHILDRESS HARDWARE 100 100 0 KYOCERA COPIER 2050K 3270 3270 0 ALARM SYSTEM - FIRST ALARM 324 324 0 CREDENZA - SPEARS 1599 1599 0 BOOKCASE - SPEARS 1656 1656 0 HP PRODESK 600 COMPUTER 2569 2569 0 DESK - HESTERS/MCGLAUN 893 893 0 DESK - SPEARS 2076 2076 0 OFFICE CHAIR - SPEARS 642 642 0 PHOTOS - OLD/NEW BOARD 817 817 0 LEGAL FEES 27420 27420 0 ACCOLADE PARTNERS IX, LP -65757 1093422 1142911 CORDILLERA INVESTMENT PARTNERS 4781280 4547042 6054180 DEPOSIT - OFFICE SPACE 1200 1200 1200 FEG PRIVATE OPPORTUNITIES FD II, LP 2325132 2108454 4309476 INVESTMENT IN DEVITT-JONES RANCH 54545 55623 32808 INVESTMENT IN MALLET RANCH 228457 135370 62273 MAGNITUTE INTERNATL USD 20250000 20250000 29929477 NEWSTONE CAPITAL PARTNERS IV, LP 3461409 3656626 3266206 OIL & GAS ROYALTIES 23562 23563 16459521 RCP FUND XII, LP 3986487 4796039 7055334 ROCKLAND POWER PARTNERS, III 2423473 2940124 4566934 RWC EMERGING MARKET EQUITY FUND 10794652 10636565 9688682 RYDER COURT INTERNATIONAL 6573718 6461312 7704903 TACONIC CAPITAL ADVISORS 8641094 7032046 7987121 VENTURE INVESTMENT ASSOC VII, LP 2384568 2151070 5095588 INVESTMENT IN MALLET RANCH MANAGEMENT 0 -65961 11740 BANK CHARGES 0 0 0 BONUS - MALLET RANCH SUPERINTENDENT 1500 1500 0 DEVITT JONES FARM-OTHER CASH EXPENSES 1421 1421 0 DIRECTORS FEES 3750 939 2812 DUES & SUBSCRIPTIONS 0 0 0 INSURANCE 17130 4283 12847 MALLET RANCH - OTHER CASH EXPENSES 6463 6463 0 MALLET RANCH MANAGEMENT - DEPRECIATION 14330 14330 0 MALLET RANCH MANAGEMENT - OTHER CASH EXPENSES 49941 49941 0 MALLET RANCH-DEPRECIATION 0 0 0 NONDEDUCTIBLE PTNS EXPENSES 7670 0 0 OFFICE SUPPLIES/EXPENSES 1985 496 1488 OTHER GRANT EXPENSE (THRU K-1S) 1066 1066 0 OTHER PORTFOLIO EXP (THRU K-1S) 1249987 1249987 0 OTHER ROYALTY EXPENSES 2268 2267 0 RENTS 18514 4629 13885 REPAIRS & MAINTENANCE 200 50 150 SECURITY 808 202 606 TELEPHONE 4215 1054 3162 DEVITT FARM - OTHER INCOME 3153 3153 3153 MALLET RANCH - OTHER INCOME 99800 99800 99800 MALLET RANCH MANAGEMENT - OTHER INCOME 0 0 0 OIL & GAS BONUS 0 0 0 OIL & GAS ROYALTIES 4673348 4673348 4673348 OIL & GAS ROYALTIES THRU K-1'S -63365 -63365 -63365 OTHER INCOME 50303 50303 50303 CORDILLERA INVESTMENTS -50579 -50579 -50579 EAFE EQ INDEX FUND B 93829 93829 93829 EQUITY INDEX FUND B 4438 4438 4438 FEG PRIVATE OPPORTUNITIES 61791 61791 61791 MID-CAP EQUITY INDEX 3535 3535 3535 NEWSTONE CAPITAL PARTNERS IV, LP 820 820 820 RCP FUND XII, LP -35720 -35720 -35720 REDWHEEL EMERGING EQUITY FUND, LP 25366 25366 25366 ROCKLAND POWER PARTNERS 107267 107267 107267 RUSSELL 2000 INDEX FUND B 14189 14189 14189 RYDER COURT INTERNATIONAL SELECT 27212 27212 27212 VENTURE INVESTMENT 252538 252538 252538 ACCOLADE PARTNERS -1241 -1241 -1241 STATUTORY DEPLETION IN EXCESS OF BASIS 700783 OTHER PROFESSIONAL FEES 118416 118416 0 EXCISE TAXES - CY BEFORE ACCRUAL 120225 0 0 EXCISE TAXES - PY PAID IN CURRENT 146046 0 0 FOREIGN TAX WITHHELD 154586 154586 0 PROPERTY TAXES 417862 417862 0 SEVERANCE TAXES 170260 170260 0