2024-12-17T14:43:26-06:00 2024-06-30 854352547 JOHNSON MESSAL BRISTOW PLLC 1001 3RD AVE W STE 750 BRADENTON FL 34205 990PF 2023-07-01 923634763 THE EVALYN SADLIER JONES FOUNDATION INC EVAL 9419571900 5020 CLARK RD 516 SARASOTA FL 34233 JEFFREY JONES DIRECTOR 9419571900 2024-12-17 1 0 LISA R JOHNSON P00277830 9418772022 2024-12-17 2023 2024-10-15 13:58:12Z X 2286438 X 1727081 39130 39130 294708 294708 294708 4342 4342 2065261 338180 31570 24820 0 23715 11858 11857 1500 750 750 3661 3631 30 3 3 0 10047 0 10047 70496 41062 22684 0 0 70496 41062 22684 1994765 297118 462767 462767 0 1212262 1452394 0 27427 28892 0 300000 348875 0 -7691 -6490 0 1994765 2286438 0 0 X 0 1994765 0 0 0 0 0 1994765 0 1994765 0 1994765 0 1994765 0 1994765 PUBLICLY TRADED SECURITIES - SHORT-TERM 147048 147048 147048 PUBLICLY TRADED SECURITIES - LONG-TERM 147660 147660 147660 294708 4130 0 4130 0 4130 0 0 0 0 0 248 4378 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 1 0 0 1 HTTPS://ESJ-FOUNDATION.ORG/ CAROLYN JONES 9419571900 5020 CLARK ROAD UNIT 516 SARASOTA FL 34233 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JEFFREY JONES 5318 ASHLEY PARKWAY SARASOTA FL 34241 PRESIDENT 30.00 24820 0 0 CAROLYN JONES 5318 ASHLEY PARKWAY SARASOTA FL 34241 VICE PRESIDENT 5.00 6750 0 0 JEREMIAH JONES 3790 COUNTRYSIDE ROAD SARASOTA FL 34233 DIRECTOR 0.00 0 0 0 DYLAN JONES 5318 ASHLEY PARKWAY SARASOTA FL 34241 DIRECTOR 0.00 0 0 0 JORDAN JONES 5318 ASHLEY PARKWAY SARASOTA FL 34241 DIRECTOR 0.00 0 0 0 EVAN R JONES 3552 WEST MILLCREEK PIKE ROAD WABASH IN 46922 DIRECTOR 0.00 0 0 0 CARL J KONSTANTINOS 348 MARACA ST PUNTA GORDA FL 33983 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 1102116 639915 0 1742031 0 0 1742031 26130 1715901 85795 85795 4130 4130 81665 0 81665 0 81665 22684 0 22684 81665 0 0 0 22684 0 0 0 22684 0 0 0 0 0 0 0 0 58981 0 0 0 X 0 0 14 39130 14 4342 18 294708 0 338180 0 338180 0 0 0 0 0 0 0 0 0 0 X X 1 EVALYN SADLIER JONES FOUNDATION PO BOX 11647 BIRMINGHAM AL 35202 1726816 X X 1 VARIOUS EQUITIES, FIXED INCOME, ALTERNATIVE INVESTMENTS 1234078 2023-09-11 ACCOUNTING 1500 750 750 MITSUBISHI UFJ FINANCIAL GROUP NOTE FIXED COUPON MOODYS AL 4764 4993 INTERNATIONAL BUSINESS MACHS NOTE FIXED COUPON MOODYS A3 4898 4859 QUEST DIAGNOSTICS INC NOTE FIXED COUPON MOODYS BAAL 4690 4830 LLOYDS BANKING GROUP PLC NOTE FIXED COUPON MOODYS A3 4461 4833 LOWES COS INC NOTE CALL MAKE WHOLE FIXED COUPON MOODYS BAAL 4491 4703 HSBC HLDGS PLC NOTE FLOATING COUPON MOODYS A3 4123 4674 J P MORGAN EXCHANGE TRADED FD NASDAQ EQT PREM (JEPQ) 27108 27750 SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT (SPY) 48056 54422 ALPHABET INC CAP STK CL A(GOOGL) 65079 91075 AMAZON.COM INC (AMZN) 85748 96625 AMERICAN EXPRESS CO COM USD0.20 (AXP) 29114 30102 AMPHENOL CORP CLASS A COM USD0.001(APH) 32315 40422 APPLOVIN CORP COM CL A(APP) 8279 8322 BROADCOM INC COM (AVGO) 96717 104359 CHIPOTLE MEXICAN GRILL INC(CMG) 24039 31325 COSTCO WHOLESALE CORP COM 62484 84999 CROWDSTRIKE HLDGS INC CL A (CRWD) 42214 49815 META PLATFORMS INC CLASS A COMMON STOCK (META) 90492 100844 FISERV INC COM STK USD0.01(FL) 43924 44712 JPMORGAN CHASE &CO. COM(JPM) 35017 40452 ELI LILLY &CO COM (LLY) 61337 90538 MERCK &CO. INC COM (MRK) 28270 37140 MICROSOFT CORP (MSFT) 53006 89390 MICRON TECHNOLOGY INC(MU) 11316 10522 NETFLIX INC (NFLX) 55908 67488 NVIDIA CORPORATION COM(NVDA) 169978 197664 TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10 (TSM) 20904 20857 TRANSDIGM GROUP INC(TDG) 57938 63881 VISA INC (V) 44090 52494 VISTRA CORP COM (VST) 18929 17196 DIGITAL CURRENCY AT COST 250000 301487 PRECIOUS METALS AT COST 50000 47388 LEGAL FEES 14910 7455 7455 LEGAL FEES 8805 4403 4402 PUT (GCT) GIGACLOUD TECHNOLOGY JUL 19 24 $30 (100 SHS) (GC1240719P30) SHT -2173 -1600 PUT (POWL) POWELL INDUSTRIES JUL 19 24 $165 (100 SHS) (POWL240719P165) SHT -2019 -4400 PUT (SMCI) SUPER MICRO COMPUTER JUL 05 24 $750 (100 SHS) (SMCI240705P750) SH -3499 -490 ADMINISTRATIVE EXPENSES 10047 0 10047 OTHER INCOME 4342 4342 4342 INVESTMENT ADVISORY FEES 3600 3600 0 LICENSES 61 31 30 EVALYN SADLIER JONES FOUNDATION PO BOX 11647 BIRMINGHAM AL 35202 FOREIGN TAXES 3 3 0