2025-10-30T12:17:29-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 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 2025-10-22 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 4365357 X 0 X 5417 5417 104033 104033 -9020 118838 0 13653 13 114083 109463 0 38681 38681 1212 29525 29524 69418 38681 29524 173792 143792 243210 38681 173316 -129127 70782 0 140813 39388 39388 99513 64683 60584 1811319 1898447 4032889 355902 292658 232496 16089 2423636 2295176 4365357 0 0 X 2423636 2295176 2423636 2295176 2423636 2295176 2423636 -129127 667 2295176 2295176 Publicly-traded Securities 118838 112864 5974 5974 Sec 751 Gain on Sale of Ptshp Reclass -13361 -7387 984 984 984 1100 0 1100 X 0 116 116 false false false false false true true false true true DE true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false 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 3876465 132812 0 4009277 0 4009277 60139 3949138 197457 197457 984 2309 3293 194164 667 194831 194831 173316 0 0 0 0 173316 194831 162715 173316 162715 10601 0 0 184230 0 0 Paula B Jones X AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO 424 E 92ND ST NEW YORK NY 10128 N/A PC General & Unrestricted 4052 ANGEL FACES INC 770 RANCHO SANTA FE RD STE 10 ENCINITAS CA 92024 N/A PC General & Unrestricted 9052 C R Sells AUSTIN COMMUNITY COLLEGE DISTRICT 6101 HIGHLAND CAMPUS DR BLDG 3000 AUSTIN TX 78752 none I Scholarship grant 1000 AUTISM TREE PROJECT INC 4225 EXECUTIVE SQ STE 600 LA JOLLA CA 92037 N/A PC General & Unrestricted 9000 J M Jackson BENEDICTINE COLLEGE 1020 N 2ND ST ATCHISON KS 66002 none I SCHOLARSHIP GRANT 1000 BLIND CAT RESCUE & SANCTUARY INC 3101 E GREAT MARSH CHURCH RD SAINT PAULS NC 28384 N/A PC General & Unrestricted 1000 S F Resendiz CA STATE UNIV SAN MARCOS 333 S TWIN OAKS VALLEY DRIVE SAN MARCOS CA 92096 none I Scholarship Grant 1000 CARLSBAD EDUCATIONAL FOUNDATION 5650 CAMINO REAL STE 101 CARLSBAD CA 92008 N/A PC General & Unrestricted 7129 CLASSICS FOR KIDS INC 3033 5TH AVE STE 227 SAN DIEGO CA 92103 N/A PC General & Unrestricted 1758 COMIC BOOK LEGAL DEFENSE FUND INC 15110 BOONES FERRY RD STE 220 LAKE OSWEGO OR 97035 N/A PC General & Unrestricted 300 DENVER DUMB FRIENDS LEAGUE 2080 S QUEBEC ST DENVER CO 80231 N/A PC General & Unrestricted 4117 FOOD BANK OF THE ROCKIES 10700 E 45TH AVE DENVER CO 80239 N/A PC General & Unrestricted 6000 FORESIGHT SKI GUIDES INC PO BOX 882 VAIL CO 81658 N/A PC General & Unrestricted 2400 FRESH START SURGICAL GIFTS 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 4052 FRIENDS OF LA JOLLA BRANCH LIBRARY 7555 DRAPER AVE LA JOLLA CA 92037 N/A PC General & Unrestricted 4052 GASLAMP QUARTER HISTORICAL FOUNDATION 410 ISLAND AVE SAN DIEGO CA 92101 N/A PC General & Unrestricted 500 T Le HARVEY MUDD COLLEGE 301 PLATT BLVD CLAREMONT CA 91711 none I Scholarship grant 1000 HUMANE SOCIETY INTERNATIONAL 1255 23RD ST NW STE 450 WASHINGTON DC 20037 N/A PC General & Unrestricted 1800 HUMANE SOCIETY OF THE UNITED STATES 1255 23RD ST NW STE 450 WASHINGTON DC 20037 N/A PC General & Unrestricted 1800 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 4000 KPBS SAN DIEGO 5200 CAMPANILE DR SAN DIEGO CA 92182 N/A PC General & Unrestricted 900 LA JOLLA SUNRISE ROTARY FOUNDATION INC PO BOX 2031 LA JOLLA CA 92038 N/A PC San Pasqual Academy Scholarship Fund 3500 LIONS TIGERS & BEARS 24402 MARTIN WAY ALPINE CA 91901 N/A PC General & Unrestricted 1000 LOVE ON A LEASH INC PO BOX 4548 OCEANSIDE CA 92052 N/A PC General & Unrestricted 1000 MAGIC HORSE THERAPEUTIC RIDING CENTER 14512 WILLOW RD LAKESIDE CA 92040 N/A PC General & Unrestricted 1000 MIRACLE HOUSE INC PO BOX 96049-4041 REDDING CA 96003 N/A PC General & Unrestricted 2000 MONARCH SCHOOL PROJECT 1625 NEWTON AVE SAN DIEGO CA 92113 N/A PC General & Unrestricted 4052 PALESTINE CHILDRENS RELIEF FUND PO BOX 861716 LOS ANGELES CA 90086 N/A PC General & Unrestricted 1500 PHILANTHROPIC VENTURES FOUNDATION 1222 PRESERVATION PARK WAY OAKLAND CA 94612 N/A PC HORIZONS UNLIMITED DONOR ADVISED FUND 13000 PLANNED PARENTHOOD OF THE PACIFIC SOUTHWEST 1075 CAMINO DEL RIO S SAN DIEGO CA 92108 N/A PC General & Unrestricted 3000 C K Chuckta POINT LOMA NAZARENE UNIVERSITY 3900 LOMALAND DR SAN DIEGO CA 92106 none I Scholarship Grant 2000 PROJECT STREET VET PO BOX 232579 ENCINITAS CA 92023 N/A PC General & Unrestricted 2000 RANCHO COASTAL HUMANE SOCIETY 389 REQUEZA ST ENCINITAS CA 92024 N/A PC General & Unrestricted 1800 D Vu REGENTS OF THE UNIV OF CA 2801 2ND ST DAVIS CA 95618 none I scholarship grant 1000 A Carter REGENTS OF THE UNIV OF CA 2801 2ND ST DAVIS CA 95618 none I scholarship grant 1000 S S Gonzalez Sandoval REGENTS OF THE UNIV OF CA 2801 2ND ST DAVIS CA 95618 none I scholarship grant 1000 J T Kanalakis REGENTS OF THE UNIV OF CA 1156 HIGH ST SANTA CRUZ CA 95064 none I scholarship grant 1000 A K T Ong REGENTS OF THE UNIV OF CA AT SD 9500 GILMAN DR 0026 LA JOLLA CA 92093 none I Scholarship Grant 2000 T T P T Mai REGENTS OF THE UNIV OF CA AT SD 9500 GILMAN DR 0026 LA JOLLA CA 92093 none I Scholarship Grant 2000 A Hoang REGENTS OF THE UNIV OF CA AT SD 9500 GILMAN DR 0026 LA JOLLA CA 92093 none I Scholarship Grant 2000 C Pham REGENTS OF THE UNIV OF CA AT SD 9500 GILMAN DR 0026 LA JOLLA CA 92093 none I Scholarship Grant 2000 B Nguyen REGENTS OF THE UNIV OF CA AT SD 9500 GILMAN DR 0026 LA JOLLA CA 92093 none I Scholarship Grant 2000 ROCK AND ROLL HALL OF FAME AND MUSEUM INC 1100 ROCK AND ROLL BLVD CLEVELAND OH 44114 N/A PC General & Unrestricted 300 ROCKY MOUNTAIN CHILDRENS HEALTH FOUNDATION 5394 MARSHALL ST STE 400 ARVADA CO 80002 N/A PC General & Unrestricted 4247 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 1450 SAN DIEGO HUMANE SOCIETY AND S P C A 5500 GAINES ST SAN DIEGO CA 92110 N/A PC General & Unrestricted 2508 A M Benitez-Blanco SAN DIEGO MESA COLLEGE 7250 MESA COLLEGE DR SAN DIEGO CA 92111 none I Scholarship Grant 1000 R A Nabo SAN DIEGO STATE UNIVERSITY 5500 CAMPANILE DR SAN DIEGO CA 92182 none I Scholarship grant 1000 A Pham SAN DIEGO STATE UNIVERSITY 5500 CAMPANILE DR SAN DIEGO CA 92182 none I scholarship grant 1000 C Rodriguez SAN DIEGO STATE UNIVERSITY 5500 CAMPANILE DR SAN DIEGO CA 92182 none I Scholarship grant 1000 J P Perry SAN DIEGO STATE UNIVERSITY 5500 CAMPANILE DR SAN DIEGO CA 92182 none I Scholarship grant 1000 E K Ong 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 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 6494 B Tran THE REGENTS OF THE UNIV OF CA 9500 GILMAN DR MC 0940 LA JOLLA CA 92093 none I scholarship grant 1000 A M Daniel THE REGENTS OF THE UNIV OF CA 9500 GILMAN DR MC 0940 LA JOLLA CA 92093 none I scholarship grant 1000 S L Lopez THE REGENTS OF THE UNIV OF CA 9500 GILMAN DR MC 0940 LA JOLLA CA 92093 none I scholarship grant 1000 N Le THE REGENTS OF THE UNIV OF CA 9500 GILMAN DR MC 0940 LA JOLLA CA 92093 none I scholarship grant 1000 T P Hout THE REGENTS OF THE UNIV OF CA 9500 GILMAN DR MC 0940 LA JOLLA CA 92093 none I scholarship grant 1000 D S Nguyen THE REGENTS OF THE UNIV OF CA 9500 GILMAN DR MC 0940 LA JOLLA CA 92093 none I scholarship grant 1000 J H Nguyen THE REGENTS OF THE UNIV OF CA 9500 GILMAN DR MC 0940 LA JOLLA CA 92093 none I scholarship grant 1000 THE TREVOR PROJECT INC PO BOX 69232 WEST HOLLYWOOD CA 90069 N/A PC General & Unrestricted 1500 UNITED THROUGH READING 1455 FRAZEE RD STE 500 SAN DIEGO CA 92108 N/A PC General & Unrestricted 3500 C Andrade UNIVERSITY OF CALIFORNIA SB 2103 SAASB SANTA BARBARA CA 93106 none I scholarship grant 1000 C Carrillo UNIVERSITY OF SOUTHERN CALIFORNIA 3551 TROUSDALE PKWY ADM 160 LOS ANGELES CA 90089 none I scholarship grant 1000 VOICES FOR CHILDREN 2851 MEADOW LARK DR SAN DIEGO CA 92123 N/A PC General & Unrestricted 10129 K B Dang YALE UNIVERSITY PO BOX 208232 NEW HAVEN CT 06520 none I scholarship grant 1000 ZOOLOGICAL SOCIETY OF SAN DIEGO PO BOX 120551 SAN DIEGO CA 92112 N/A PC Panda Ridge fund 1900 ZOOLOGICAL SOCIETY OF SAN DIEGO PO BOX 120551 SAN DIEGO CA 92112 N/A PC Wildlife Alliance fund 500 173792 14 5417 14 104033 18 -9020 K-1 Inc/Loss 525990 279 14 13 Sec 751 Gain on Sale of Ptshp 525990 13361 13640 100443 114083 false false false false false false false false false false FORM 990-PF, PARTS I AND XIV: FORM 990-PF, PARTS I AND XIV: TOTAL Part I, Line 25, Column (a) and Part XIV, Line 3a: $173,792 Less amount not treated as qualifying distribution: $30,000 TOTAL Part I, Line 25, Column (d): $143,792 FORM 990-PF FORM 990-PF The partnership has provided a Schedule K-3 for the tax year in which it has 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 partnership based on the information provided to it by this partnership 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 149838 147410 JEFFERIES GROUP LLC - 5.000% - 98000 57373 NOMURA AMER FIN LLC - 10.000% 44820 27713 APPLE INC 173785 1036710 CATERPILLAR INC 127396 502704 GE HEALTHCARE TECHNOLOGIES INC 21485 11805 GE VERNOVA 16456 37498 GENERAL ELECTRIC CO 65966 76640 GILEAD SCIENCES INC 242717 331931 HANESBRANDS INC 164561 74496 INTERNATIONAL BUSINESS MACHINE 134768 241096 INVESCO MTGE CAP INC PFD SER C 77954 80067 NATIONAL RETAIL PROPERTIES INC 134351 167217 NORDIC AMERICAN TANKER SHIPPIN 110971 32933 ROYCE VALUE TRUST, INC 10881 12869 STARBUCKS CORP COM 66542 100036 TAPESTRY INC 13862 23871 UNITED PARCEL SERVICE 194146 200496 UNUM CORP 220286 854021 WELLS FARGO & CO 122320 248499 64683 60584 Administrative Fees 29499 29499 K-1 Exp ENTERPRISE PRODUCTS PA 1 State or Local Filing Fees 25 25 K-1 Inc/Loss ENTERPRISE PRODUCTS PARTNERS LP 292 13 Sec 751 Gain on Sale ENTERPRISE PRODUCTS PARTNERS 13361 RETURNED GRANT 667 Investment Management Services 38681 38681 990-PF Estimated Tax for 2024 1100 990-PF Excise Tax for 2023 12 990-PF Extension for 2023 100