2025-02-10T11:35:01-06:00 2023-12-31 331197384 ANDERSEN TAX LLC 1 NORTH CLEMATIS STREET SUITE 110 WEST PALM BEACH FL 33401 990PF 2023-01-01 206077711 J & J FAMILY FOUNDATION J&JF 8058980649 700 ADMIRALTY PARADE NAPLES FL 34102 JEFFREY O HENLEY TRUSTEE 8058980649 2025-02-10 1 0 G RANDOLPH MACPHERSON P00149288 5618056550 2023 2025-03-06 01:10:19Z X 54243149 X 4250000 29010 29010 851086 851086 3433608 8692154 3433608 6071 436 8569775 4314140 0 0 0 7000 3500 3500 216591 216591 0 18000 3924 0 14636 3 0 256227 224018 3500 2547500 2547500 2803727 224018 2551000 5766048 4090122 1046 23 23 245352 83986 84135 1953539 2792900 2635257 21243025 19028181 45681821 826848 5105439 5841913 24269810 27010529 54243149 0 0 X 24269810 21244481 0 0 0 5766048 24269810 27010529 24269810 27010529 24269810 5766048 0 30035858 3025329 27010529 GOLDMAN SACHS 021-94310-5 2023-12-31 10544 10243 301 301 GOLDMAN SACHS 021-94310-5 2023-12-31 576424 603769 -27345 -27345 GOLDMAN SACHS 026-30677-9 2023-12-31 97410 102940 -5530 -5530 GOLDMAN SACHS 026-30677-9 2023-12-31 191688 167113 24575 24575 GOLDMAN SACHS 026-52519-6 2023-12-31 400000 369004 30996 30996 GOLDMAN SACHS 026-52519-6 2023-12-31 794635 829717 -35082 -35082 GOLDMAN SACHS 026-52535-2 2023-12-31 45468 41851 3617 3617 GOLDMAN SACHS 026-52535-2 2023-12-31 3782683 1217505 2565178 2565178 GOLDMAN SACHS 029-58616-1 2023-12-31 911786 943922 -32136 -32136 GOLDMAN SACHS 021-94310-5 2023-12-31 323171 316852 6319 6319 GOLDMAN SACHS 026-52535-2 2023-12-31 1210074 320491 889583 889583 GOLDMAN SACHS 029-58616-1 2023-12-31 59 59 59 GOLDMAN SACHS 021-94310-5 347835 335139 12696 12696 CAPITAL GAINS DIVIDENDS P 377 377 377 3433608 56853 0 56853 0 56853 7201 0 55000 0 62201 X 0 5348 5348 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 0 N/A ANDERSEN TAX 5618056550 1 NORTH CLEMATIS STREET SUITE 110 WEST PALM BEACH FL 33401 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JEFFREY O HENLEY 700 ADMIRALTY PARADE NAPLES FL 34102 TRUSTEE 2.00 0 0 0 JUDY P HENLEY 700 ADMIRALTY PARADE NAPLES FL 34102 TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 0 48325511 510715 0 48836226 0 0 48836226 732543 48103683 2405184 2405184 56853 56853 2348331 0 2348331 0 2348331 2551000 0 2551000 2348331 0 0 91456 180250 271706 2551000 0 0 0 2348331 202669 0 0 474375 0 0 0 0 0 0 0 474375 91456 180250 202669 JEFFREY O HENLEY JUDY P HENLEY X AMERICAN FRIENDS OF MAGEN DAVID ADOM 20 W 36TH STREET SUITE 1100 NEW YORK NY 100189784 PC PROVIDE FUNDING FOR EMERGENCY MEDICAL, DISASTER, AMBULANCE, AND BLOOD BANK SERVICES IN ISRAEL. 10000 BOYS & GIRLS CLUB OF CARSON 1950 E 220TH ST SUITE 207 CARSON CA 90810 NONE PC PROVIDING A POSITIVE ENVIRONMENT TO LEARN, PLAY, AND GROW TO CHILDREN IN CARSON, COMPTON, WATTS, AND LOS ANGELES CALIFORNIA 5000 BOYS & GIRLS CLUB OF COLLIER COUNTY 7500 DAVID BLVD NAPLES FL 34104 NONE PC PROVIDING A SAFE PLACE, NUTRITIOUS MEALS, AND QUALITY PROGRAMMING FOR CHILDREN AND THEIR FAMILIES IN NAPLES AND IMMOKALEE, FLORIDA 50000 BOYS AND GIRLS CLUB OF AMERICA 1275 PEACHTREE STREET NE ATLANTA GA 30309 PC TO PROVIDE VOLUNTARY AFTER-SCHOOL PROGRAMS FOR YOUNG PEOPLE. 100000 CATO INSTITUTE 1000 MASSACHUSETTS AVENUE NW WASHINGTON DC 200015403 PC SUPPORTING A FOCUS ON PUBLIC ADVOCACY, MEDIA EXPOSURE, AND SOCIETAL INFLUENCE BASED ON THE PRINCIPLES OF INDIVIDUAL LIBERTY, LIMITED GOVERNMENT, FREE MARKETS, AND PEACE. 100000 CONSERVANCY OF SOUTHWEST FLORIDA 1495 SMITH PRESERVE WAY NAPLES FL 34102 PC SUPPORTING ENVIRONMENTAL POLICY, ADVOCACY, RESEARCH, EDUCATION, AND WILDLIFE REHABILITATION TO PROTECT SW. 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SANTA BARBARA 2020 ALAMEDA PADRE SERRA SUITE 135 SANTA BARBARA CA 93105 PC PROVIDE PRESCHOOLERS A HIGH QUALITY AND AFFORDABLE PROGRAM IN A SAFE, SUPPORTIVE, CREATIVE, AND NATURAL ENVIRONMENT. 4500 MARINE MAMMAL CARE CENTER 3601 S GAFFEY ST B SAN PEDRO CA 90731 PC ANIMAL CARE AND LIFE SAVING WORK FOR SEALS AND SEA LIONS 5000 NATIONAL EDUCATION ALLIANCE FOR BPD 525 LAWN TERRACE MAMARONECK NY 10543 PC PROVIDING SUPPORT FOR EDUCATION, RAISING PUBLIC AWARENESS AND UNDERSTANDING OF BORDERLINE PERSONALIT DISORDER 2000 NAVY SEAL FOUNDATION 1619 D STREET VIRGINIA BEACH VA 23455 PC SUPPORTING OVER 30 PROGRAMS AND SERVICES FOR SEALS, SWCCS, VETERANS, AND THEIR FAMILIES 20000 ONE LIFE COUNSELING CENTER 1303 SAN CARLOS AVE SAN CARLOS CA 94070 PC TO SUPPORT THE GROUP OF SKILLED THERAPOSTS WHO AIM TO INSPIRE, EDUCATE, AND PROVIDE ACESSESIBLE COUNSELING AND WELLNESS PROGRAMS THROUGHOUT THE COMMUNITY 2000 PRAGER U FOUNDATION 15021 VENTURA BLVD 552 SHERMAN OAKS CA 91403 PC CHANGING MINDS THROUGH THE CREATIVE USE OF DIGITAL MEDIA. 500000 SANTA BARBARA BOWL FOUNDATION 1122 N MILPAS STREET SANTA BARBARA CA 93106 PC PROVIDING SUPPORT FOR PERFORMING ARTS EDUCATION IN THE SANTA BARBARA COMMUNITY. 25000 SIGMA PHI EPSILON EDUCATIONAL FOUNDATION 310 S ARTHUR ASHE BOULEVARD RICHMOND VA 23220 PC HELP UNDERGRADUATES WITH THE RISING COSTS OF COLLEGE 2500 THE ART OF YOGA PROJECT 555 BRYANT STREET 232 PALO ALTO CA 94301 PC SUPPORTING MARGINALIZED YOUTH ACROSS THE SAN FRANCISCO BAY AREA THROUGH TRAUMA INFORMED YOGA AND ART, PROVIDING MINDFULNESS BASED PROGRAMMING IN SHORT AND LONG TERM DETENTION. 2000 THE CLAREMONT INSTITUTE 682 BLACK HILLS DRIVE CLAREMONT CA 91711 PC PROIVDING SUPPORT FOR TEACHING AND PROMOTING PHILOSPHICAL REASONING 5000 THE RIVIERA RIDGE SCHOOL 2130 MISSION RIDGE ROAD SANTA BARBARA CA 93103 PC PROVIDING SUPPORT FOR A PROGRESSIVE EDUCATIONAL MODEL THAT CAPITALIZES ON EMERGING TECHNOLOGIES TO CREATE LEARNING EXPERIENCES THAT CONNECT STUDENTS TO EACH OTHER AND THE GLOBAL COMMUNITY. 4500 THE SHELTER 968 SECOND AVENUE NORTH NAPLES FL 34102 PC TO PREVENT, PROTECT AND PREVAIL OVER DOMESTIC VIOLENCE AND HUMAN TRAFFICKING 5000 UC REGENTS 101 THE CITY DRIVE S OAKLAND CA 92868 PC SUPPORTING THE GOVERNING BODY OF THE UNIVERSITY OF CALIFORNIA SYSTEM. 1325000 UNITED BOYS & GIRLS CLUB OF SANTA BARBARA COUNTY 632 E CANON PERDIDO ST SANTA BARBARA CA 93103 PC SERVING YOUTH THROUGH AFTER-SCHOOL AND SUMMER PROGRAMS 100000 WOMEN'S ECONOMIC VENTURES 21 E CANON PERDIDO SUITE 301 SANTA BARBARA CA 93101 PC SUPPORTING THE ECONOMIC EMPOWERMENT OF WOMEN WHILE CULTIVATING THE POWER WITHIN EACH WOMAN TO REALIZE HER DREAMS, ACHEIVE FINANCIAL INDEPENDENCE AND SUCCEED ON HER OWN TERMS. 1000 YOUNG AMERICA'S FOUNDATION 11480 COMMERCE PARK DRIVE 6TH FLOOR RESTON VA 20191 PC TO FUND YOUTH PROGRAM THAT OFFERS RESOURCES, EVENTS, AND ENCOURAGES/ PROMOTE CONSERVATIVE IDEAS AND FREE SPEECH. 50000 2547500 0 14 29010 14 851086 01 6071 18 3433608 0 4319775 0 4319775 0 0 0 0 0 0 0 0 0 0 X X 1 JEFFERY O JUDY P HENLEY 700 ADMIRALTY PARADE NAPLES FL 34102 4250000 X 1 PUBICLY TRADED COMMON STOCK 4250000 2023-12-28 ACCOUNTING FEES 7000 3500 3500 PURSUANT TO IRC SECTION 4942(H)(2) AND REGULATION 53.4942(A)-3(D)(2), THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.SIGNED: _________________________________________ GOLDMAN SACHS 5105439 5841913 GOLDMAN SACHS 19028181 45681821 2792900 2635257 0 0 ADJUSTMENT OF CONTRIBUTIONS TO COST BASIS 3025329 MISCELLANEOUS INVESTMENT EXPENSES 14636 3 0 UNRECAPTURED SEC. 1250 GAIN 147 147 147 SECTION 897 CAP. GAIN 289 289 289 NONDIVIDEND DISTRIBUTIONS 3114 0 3114 CLASS ACTION 2521 0 2521 GOLDMAN SACHS MANAGEMENT FEES 216591 216591 0 FEDERAL TAX PAYMENTS 18000 0 0 FOREIGN TAXES PAID 0 3924 0