2025-05-22T11:50:23-05:00 2024-06-30 561965804 THOMAS JUDY & TUCKER PA 4700 FALLS OF NEUSE ROAD STE 400 RALEIGH NC 27609 990PF 2023-07-01 311578859 SEBY B JONES FAMILY FOUNDATION SEBY 9198292499 PO BOX 19067 RALEIGH NC 27619 SEBY RUSSELL JONES DIRECTOR 9198292499 2025-05-22 1 1 CAMERON FLOWERS CPA P01627649 9195717055 2025-05-22 2023 2025-03-06 01:10:19Z X 19090660 X 1016 X 1617 1617 1617 300632 300632 300632 998040 1421172 998040 -19769 552 -19769 1281536 1300841 282480 0 0 0 0 37640 33640 0 4000 153128 152586 0 0 4988 4988 0 0 51128 19838 0 0 246884 211052 0 4000 886000 886000 1132884 211052 0 890000 148652 1089789 282480 2029535 2371557 2371557 6295582 6140881 13509313 2657413 2484793 2383405 540231 674182 826385 11522761 11671413 19090660 135 0 135 X 11597700 11597700 0 0 -74939 73578 11522761 11671278 11522761 11671413 11522761 148652 0 11671413 135 11671278 ROCKEFELLER - 9083 P 2024-01-01 2024-06-30 5704 98527 -92823 -92823 ROCKEFELLER - 9083 P 2020-01-01 2024-06-30 434758 54487 380271 380271 ROCKEFELLER - 9084 P 2024-01-01 2024-06-30 25053 41309 -16256 -16256 ROCKEFELLER - 9084 P 2020-01-01 2024-06-30 352305 139781 212524 212524 ROCKEFELLER - 9086 P 2024-01-01 2024-06-30 3529 3529 3529 ROCKEFELLER - 9098 P 2024-01-01 2024-06-30 46967 44076 2891 2891 ROCKEFELLER - 9098 P 2020-01-01 2024-06-30 549762 43299 506463 506463 PLEXUS FUND II, LP K-1 P 2020-01-01 2024-06-30 219 -219 -219 CAPITAL PRIVATE OPPORTUNITIES II K-1 P 2024-01-01 2024-06-30 976 -976 -976 CAPITAL PRIVATE OPPORTUNITIES II K-1 P 2020-01-01 2024-06-30 2613 2613 2613 CAPITAL PRIVATE OPPORTUNITIES II K-1 - 1231 GAIN P 2020-01-01 2024-06-30 103 -103 -103 CAPITAL PRIVATE OPPORTUNITIES III K-1 P 2020-01-01 2024-06-30 480 480 480 ROCKEFELLER - 5333 (ARDENT ADJUSTMENTS) P 2024-01-01 2024-06-30 355 -355 -355 CAPITAL GAINS DIVIDENDS P 1 1 1 998040 -104209 15148 0 15148 0 15148 17841 0 0 0 17841 0 2693 2693 0 0 0 0 0 0 0 0 0 1 1 0 0 1 NC 1 0 0 0 0 1 N/A SEBY RUSSELL JONES 9198292499 1207 FRONT STREET RALEIGH NC 27609 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES R JONES PO BOX 19067 RALEIGH NC 27619 PRESIDENT 1.00 0 0 0 SEBY B JONES JR PO BOX 19067 RALEIGH NC 27619 VICE PRESIDENT/TREASURER 1.00 0 0 0 ALICE J HARROD PO BOX 19067 RALEIGH NC 27619 SECRETARY 1.00 0 0 0 SEBY RUSSELL JONES PO BOX 19067 RALEIGH NC 27619 ASSISTANT SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 14984362 1455494 734451 17174307 0 0 17174307 257615 16916692 845835 845835 15148 15148 830687 0 830687 0 830687 890000 0 890000 830687 251452 0 0 890000 251452 0 0 638548 0 0 0 0 0 0 0 0 192139 0 0 0 SEBY RUSSELL JONES PO BOX 19067 RALEIGH NC 27609 9198292499 NO SPECIAL FORM REQUIRED NONE LIMITED TO USA ABEL SPEAKS 327 BROOKWOOD DRIVE RICHARDSON TX 75080 NONE PC GENERAL SUPPORT 16250 AMERICAN GOLD STAR MOTHERS 2128 LEROY PLACE WASHINGTON DC 20008 NONE PC GENERAL SUPPORT 4000 AMERICAN HONOR GUARDS PO BOX 10473 WILMINGTON NC 28404 NONE PC GENERAL SUPPORT 10000 ANGUS FOUNDATION 3201 FREDERICK AVE ST JOSEPH MO 64506 NONE PC GENERAL SUPPORT 2500 BAPTIST CHILDREN'S HOMES OF NORTH CAROLINA 204 IDOL STREET THOMASVILLE NC 27630 NONE PC GENERAL SUPPORT 5000 BOY SCOUTS OF AMERICA - OCCONEECHEE COUNCIL PO BOX 41229 RALEIGH NC 27629 NONE PC COMMUNITY SUPPORT 2000 BOYS & GIRLS CLUBS PO BOX 19999 RALEIGH NC 27619 NONE PC COMMUNITY SUPPORT 21000 BOYS & GIRLS HOMES OF NORTH CAROLINA 400 FLEMINGTON DRIVE LAKE WACCAMAW NC 28450 NONE PUBLIC GENERAL SUPPORT 10000 BRUNSWICK SHERIFF'S CHARITABLE FOUNDATION PO BOX 10820 SOUTHPORT NC 28461 NONE PUBLIC GENERAL SUPPORT 5000 CAPE FEAR BACA PO BOX 3958 WILMINGTON NC 28406 NONE PUBLIC COMMUNITY SUPPORT 5000 CAPE FEAR COMMUNITY COLLEGE FOUNDATION 411 N FRONT STREET WILMINGTON NC 28401 NONE PC GENERAL SUPPORT 10000 CAPE FEAR PURPLE HEART ASSOCIATION PO BOX 12313 WILMINGTON NC 28405 NONE PC GENERAL SUPPORT 2500 CAROUSEL CENTER INC 1501 DOCK STREET WILMINGTON NC 28401 NONE PC COMMUNITY SUPPORT 2000 CHARLES SIMON TRUST PO BOX 15212 CHICAGO IL 60615 NONE PC GENERAL SUPPORT 1000 CHURCH OF THE REDEEMER 19425 WOODFIELD ROAD GAITHERSBURG MD 20879 NONE PUBLIC GENERAL SUPPORT 15000 COMMUNITIES OF GRACE INTERNATIONAL PO BOX 37475 RALEIGH NC 27627 NONE PC GENERAL SUPPORT 25000 DOMESTIC VIOLENCE SHELTER AND SERVICES INC PO BOX 1555 WILMINGTON NC 28403 NONE PC COMMUNITY SUPPORT 2000 DOROTHEA DIX PARK CONSERVANCY PO BOX 28575 RALEIGH NC 27611 NONE PC GENERAL SUPPORT 50000 ECU EDUCATIONAL FOUNDATION WARD SPORTS MEDICINE BLDG STE 304 GREENVILLE NC 27858 NONE PC EDUCATIONAL 9000 ECU FOUNDATION 2200 S CHARLES BLVD GREENVILLE CENTRE SUITE 1500 GREENVILLE NC 278584353 NONE PC GENERAL SUPPORT 5000 ECU MEDICAL & HEALTH SCIENCES FOUNDATION HEALTH SCIENCES BUILDING GREENVILLE NC 27858 NONE PUBLIC EDUCATION 15000 FELLOWSHIP HOME OF RALEIGH 506 CUTLER STREET RALEIGH NC 27603 NONE PC GENERAL SUPPORT 10000 FELLOWSHIP OF CHRISTIAN ATHLETES 8701 LEEDS ROAD KANSAS CITY MO 64129 NONE PUBLIC RELIGIOUS 6000 FIVE14 REVOLUTION 101 N KERR AVE WILMINGTON NC 28405 NONE PUBLIC GENERAL SUPPORT 10000 FOOD BANK OF NC 1924 CAPITAL BLVD RALEIGH NC 27604 NONE PUBLIC COMMUNITY SUPPORT 10000 FOUNDATION FOR GOOD BUSINESS PO BOX 26762 RALEIGH NC 27611 NONE PC COMMUNITY AWARENESS 10000 FOUNDATION OF HOPE 9401 GLENWOOD AVE RALEIGH NC 27617 NONE PC GENERAL SUPPORT 10000 FREE WILL BAPTIST CHILDREN'S HOME PO BOX 249 MIDDLESEX NC 27557 NONE PUBLIC RELIGIOUS 25000 GATEWAY WOMEN'S CARE 1306 HILLSBOROUGH STREET RALEIGH NC 27605 NONE PUBLIC GENERAL SUPPORT 2000 GIVEWELL 1714 FRANKLIN ST 100335 OAKLAND CA 94612 NONE PC GENERAL SUPPORT 10000 HEALING TRANSITIONS 1251 GOODE ST RALEIGH NC 27603 NONE PUBLIC GENERAL SUPPORT 10000 HEART OF WILMINGTON PO BOX 19067 RALEIGH NC 27619 NONE PC GENERAL SUPPORT 5000 HONOR FLIGHT NETWORK 4601 NORTH FAIRFAX DRIVE SUITE 1200 ARLINGTON VA 22203 NONE PUBLIC GENERAL SUPPORT 10000 HOPE ACADEMY 1403 W FLORIDA ST GREENSBORO NC 27403 NONE PC GENERAL SUPPORT 5000 INTERACT 1012 OBERLIN ROAD RALEIGH NC 27605 NONE PUBLIC COMMUNITY SUPPORT 5000 INTERFAITH FOOD SHUTTLE PO BOX 14638 RALEIGH NC 27620 NONE PC COMMUNITY SUPPORT 5000 JO ANN CARTER HARRELSON CENTER 20 NORTH 4TH STREET STE 214 WILMINGTON NC 28401 NONE PC GENERAL SUPPORT 5000 JUDICIAL WATCH INC 425 THIRD ST SW STE 800 WASHINGTON DC 20024 NONE PC GENERAL SUPPORT 3000 JUNE'S BOUQUETS N/A GREENSBORO NC 27403 NONE PC GENERAL SUPPORT 25000 LOUISBURG COLLEGE 501 N MAIN STREET LOUISBURG NC 27549 NONE PC EDUCATION 25000 LOWER CAPE FEAR LIFECARE 1414 PHYSICIANS DRIVE WILMINGTON NC 28401 NONE PC GENERAL SUPPORT 5000 MEALS ON WHEELS PO BOX 37639 RALEIGH NC 27627 NONE PC COMMUNITY SUPPORT 5000 METHODIST HOME FOR CHILDREN INC 1041 WASHINGTON STREET RALEIGH NC 276051259 NONE PC GENERAL SUPPORT 40000 NATIONAL MS SOCIETY 3101 INDUSTRIAL DRIVE SUITE 210 RALEIGH NC 27609 NONE PC MEDICAL 2500 NC COMMUNITY FOUNDATION PO BOX 2828 RALEIGH NC 27602 NONE PC COMMUNITY SUPPORT 6000 NC MUSEUM OF NATURAL SCIENCES 11 WEST JONES STREET RALEIGH NC 27601 NONE PC COMMUNITY SUPPORT 4000 NEW LIFE CAMP 9927 FALLS OF NEUSE ROAD RALEIGH NC 27614 NONE PC COMMUNITY SUPPORT 5000 OCCONEECHEE COUNCIL BOY SCOUTS 3231 ATLANTIC AVENUE RALEIGH NC 27604 NONE PC GENERAL SUPPORT 25000 PASSAGE HOME PO BOX 10347 RALEIGH NC 27605 NONE PC COMMUNITY SUPPORT 5000 RALEIGH RESCUE MISSION PO BOX 27391 RALEIGH NC 27611 NONE PC COMMUNITY SUPPORT 15000 REVIVE OUR HEARTS PO BOX 2000 NILES MI 49120 NONE PC GENERAL SUPPORT 1000 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 NONE PC GENERAL SUPPORT 25000 SHEPHERD'S RANCH 3017 BRASSFIELD RD CREEDMOOR NC 27522 NONE PC GENERAL SUPPORT 27000 SHEPHERD'S TABLE PO BOX 28024 RALEIGH NC 27611 NONE PC COMMUNITY SUPPORT 5000 SHIP OF ZION CHURCH 924 S BLOUNT ST RALEIGH NC 27601 NONE PC GENERAL SUPPORT 2000 SHRINERS HOSPITALS FOR CHILDREN 2900 N ROCKY POINT DRIVE TAMPA FL 33607 NONE PC GENERAL SUPPORT 2000 SIGMA NU EDUCATIONAL FOUNDATION INC PO BOX 1869 LEXINGTON VA 24450 NONE PC GENERAL SUPPORT 2000 SOUTHEAST NORTH CAROLINA VETERANS DAY PARADE FRONT STREET WILMINGTON NC 28401 NONE PUBLIC GENERAL SUPPORT 5000 SPCA OF WAKE COUNTY 200 PETFINDER LANE RALEIGH NC 27603 NONE PC COMMUNITY SUPPORT 52500 SPECIAL OLYMPICS INC 1133 19TH ST NW WASHINGTON DC 20036 NONE PC GENERAL SUPPORT 2000 ST JUDES CHILDRENS RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38015 NONE PC GENERAL SUPPORT 2000 TAMMY LYNN CENTER 739 CHAPPELL DRIVE RALEIGH NC 27606 NONE PC COMMUNITY SUPPORT 20000 THAILAN HALL PO BOX 37100 WILMINGTON NC 28402 NONE PC EDUCATION 2500 THE EASY DOES IT RANCH AND RIDING ACADEMY 3581 MUDDY CREEK ROAD VIRGINIA BEACH VA 23456 NONE PC COMMUNITY SUPPORT 45000 THE HERITAGE FOUNDATION 214 MASSACHUSETTS AVE NE WASHINGTON DC 20002 NONE PC GENERAL SUPPORT 2500 THE JOSHUA FUND PO BOX 2589 MONUMENT CO 80132 NONE PUBLIC COMMUNITY SUPPORT 30000 THE MILITARY ORDER OF THE PURPLE HEART - CHAPTER 636 521 DUNGANNON BLVD WILMINGTON NC 28403 NONE PUBLIC COMMUNITY SUPPORT 3000 TRANSITIONS LIFE CARE 250 HOSPICE CIRCLE RALEIGH NC 27607 NONE PC GENERAL SUPPORT 8500 TRIANGLE FAMILY SERVICES INC 3937 WESTERN BLVD RALEIGH NC 27606 NONE PC COMMUNITY SUPPORT 20000 TRINITY CHRISTIAN ACADEMY 10224 BAILEYWICK ROAD RALEIGH NC 27613 NONE PC GENERAL SUPPORT 8750 WAKE EDUCATION PARTNERSHIP 706 HILLSBOROUGH ST SUITE A RALEIGH NC 27603 NONE PC EDUCATION 5000 WAKEMED FOUNDATION 3000 NEW BERN AVENUE RALEIGH NC 27610 NONE PUBLIC MEDICAL 5000 YMCA 980 MARTIN LUTHER KING JR BLVD CHAPEL HILL NC 27514 NONE PC COMMUNITY SUPPORT 25000 CAMDEN ATHLETIC BOOKSTER CLUB INC 103 US HWY 158 WEST CAMDEN NC 27921 NONE PC COMMUNITY SUPPORT 2000 CATO INSTITUTE 1000 MASSACHUSETTS AVE WASHINGTON DC 20001 NONE PC COMMUNITY SUPPORT 1000 CLI PRISON ALLIANCE INC 6339 GLENWOOD AVENUE RALEIGH NC 27612 NONE PC COMMUNITY SUPPORT 15000 EDEN VILLAGE 2801 EAST DIVISION SPRINGFIELD MO 65803 NONE PC COMMUNITY SUPPORT 3000 GLOBAL RIVER CHURCH 4702 SOUTH COLLEGE RD WILMINGTON NC 28412 NONE PC COMMUNITY SUPPORT 1500 HAW RIVER ASSEMBLY PO BOX 187 BYNUM NC 27228 NONE PC COMMUNITY SUPPORT 1250 HUSKY ATHLETIC BOOSTER CLUB 1150 FORESTVILLE RD WAKE FOREST NC 27587 NONE PC COMMUNITY SUPPORT 2000 LAWNDALE BAPTIST CHURCH 3505 LAWNDALE DR GREENSBORO NC 27408 NONE PC COMMUNITY SUPPORT 5000 OPERA HOUSE THEATER COMPANY 2011 CAROLINA BEACH RD WILMINGTON NC 28401 NONE PC COMMUNITY SUPPORT 5500 RALEIGH POLICE DEPARTMENT FOUNDATION PO BOX 18283 RALEIGH NC 27619 NONE PC COMMUNITY SUPPORT 10000 UNC UNIVERSITY DEVELOPMENT OFFICE PO BOX 309 CHAPEL HILL NC 27514 NONE PC COMMUNITY SUPPORT 6250 UNICEF USA 125 MAIDEN LN NEW YORK NY 10038 NONE PC COMMUNITY SUPPORT 7500 VIETNAM VETERANS OF AMERICA #885 PO BOX 4582 WILMINGTON NC 28403 NONE PC COMMUNITY SUPPORT 2000 NORTH CAROLINA RETAIL & LODGING ASSOCIATION 222 N PERSON STREET SUITE 210 RALEIGH NC 27601 NONE PC COMMUNITY SUPPORT 2500 886000 0 14 1617 14 300632 14 5576 18 998040 PARTNERSHIP INCOME CAPITOL PRIVATE OPPORTUNITIES II 900099 -2051 PARTNERSHIP INCOME CAPITOL PRIVATE OPPORTUNITIES III 900099 -323 PARTNERSHIP INCOME IN RADCO-1080 WEST PEACHTREE 900099 -22971 -25345 1305865 0 1280520 0 0 0 0 0 0 0 0 0 0 MANAGEMENT FEE 29640 29640 0 0 TAX PREPARATION FEES 8000 4000 0 4000 CORPORATE BONDS 2484793 2383405 MUTUAL FUNDS 60121 29228 STOCKS 6080760 13480085 ALTERNATIVE INVESTMENTS AT COST 674182 826385 ACCRUAL TO CASH ADJUSTMENT 135 OTHER DEDUCTIONS FROM CAPITOL PRIVATE OPPORTUNITIES II 4672 4672 0 0 MISCELLANEOUS 31265 0 0 0 OTHER DEDUCTIONS FROM PLEXUS FUND II, LLC 90 90 0 0 MISCELLANEOUS EXPENSE FROM CAPITOL PRIVATE OPPORTUNITIES II 15 0 0 0 MISCELLANEOUS EXPENSE FROM RADCO-1080 WEST PEACHTREE 5 0 0 0 MISCELLANEOUS EXPENSE FROM ARDENT 5 0 0 0 OTHER DEDUCTIONS FROM CAPITOL PRIVATE OPPORTUNITIES III 8565 8565 0 0 ORDINARY LOSS FROM CAPITOL PRIVATE OPPORTUNITIES II 546 546 0 0 RENTAL LOSS FROM RADCO-1080 WEST PEACHTREE 5331 5331 0 0 OTHER DEDUCTIONS FROM ARDENT 634 634 0 0 PARTNERSHIP INCOME IN CAPITOL PRIVATE OPPORTUNITIES III FUND 552 552 552 TAX REFUND 5024 0 5024 PARTNERSHIP INCOME CAPITOL PRIVATE OPPORTUNITIES II -2051 -2051 PARTNERSHIP INCOME CAPITOL PRIVATE OPPORTUNITIES III -323 -323 PARTNERSHIP INCOME IN RADCO-1080 WEST PEACHTREE -22971 -22971 INVESTMENT FEES 152586 152586 0 0 BANK FEES 542 0 0 0 FOREIGN TAXES PAID ON INVESTMENTS 4988 4988 0 0