Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
The Kirby-Jones Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

20-8067676
B Telephone number (see instructions)

(800) 839-1754
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$39,456,285J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,500,052
2 Check right arrow.............
3 Interest on savings and temporary cash investments 335,662 335,662  
4 Dividends and interest from securities... 988,437 988,437  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 131,146
b Gross sales price for all assets on line 6a 507,819
7 Capital gain net income (from Part IV, line 2)... 131,146
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
351,999 366,966  
12 Total. Add lines 1 through 11........ 3,307,296 1,822,211  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,008 0 0 7,008
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
51,724 51,724    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
10,108 208    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 17,499 17,224   276
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
168,905 69,711   89,531
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 255,244 138,867 0 96,815
25 Contributions, gifts, grants paid....... 795,000 795,000
26 Total expenses and disbursements. Add lines 24 and 25 1,050,244 138,867 0 891,815
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,257,052
b Net investment income (if negative, enter -0-) 1,683,344
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 8,156,431 7,400,738 7,400,738
3 Accounts receivable right arrow31,081
Less: allowance for doubtful accounts right arrow     31,081 31,081
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 509,880 Click to see attachment
List of Attached Documents:
// Content
475,722 		486,575
b Investments—corporate stock (attach schedule)....... 21,238,878 Click to see attachment
List of Attached Documents:
// Content
24,073,976 		26,599,553
c Investments—corporate bonds (attach schedule)....... 129,059    
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............   250,000 250,000
13 Investments—other (attach schedule).......... 4,267,759 Click to see attachment
List of Attached Documents:
// Content
4,327,542 		4,688,338
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 34,302,007 36,559,059 39,456,285
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 34,302,007 36,559,059
29 Total net assets or fund balances (see instructions)..... 34,302,007 36,559,059
30 Total liabilities and net assets/fund balances (see instructions). 34,302,007 36,559,059
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
34,302,007
2
Enter amount from Part I, line 27a .....................
2
2,257,052
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
36,559,059
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
36,559,059
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b Passthrough K1 Capital Gain/(Loss)      
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 507,819   376,542 131,277
b       -131
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       131,277
b        
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 131,146
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 23,398
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 23,398
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 23,398
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 13,866
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,300
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 24,166
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 768
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow768 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCA, DE
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow55 WALLS DRIVE FL 3FairfieldCT ZIP+4right arrow06824
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Brynn K Crowe Dir, VP
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Charles Crowe VP
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Emily Field Jones VP
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
CLARENCE E FRANCIS Sec
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Blake Jones Dir, Pres
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
William K Jones Dir, Treas
3.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
 
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
Foundation Source Administrative 86,809
55 Walls Drive 3rd Fl
Fairfield,CT06824
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
25,153,078
b
Average of monthly cash balances.......................
1b
7,512,329
c
Fair market value of all other assets (see instructions)................
1c
4,879,608
d
Total (add lines 1a, b, and c).........................
1d
37,545,015
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
37,545,015
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
563,175
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
36,981,840
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,849,092
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,849,092
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
23,398
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
23,398
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,825,694
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
1,825,694
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,825,694
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
891,815
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
891,815
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,825,694
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:2021, 2020, 2019  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019...... 146,314
c From 2020...... 134,819
d From 2021...... 328,265
e From 2022......  
f Total of lines 3a through e ........ 609,398
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 891,815
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 891,815
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 609,398 609,398
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		324,481
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

1000 FRIENDS OF OREGON

133 SW 2ND AVE STE 201
PORTLAND,OR97204 		N/A PC General & Unrestricted 5,000

ACHIEVE TAHOE

PO BOX 8339
TRUCKEE,CA96162 		N/A PC General & Unrestricted 10,000

AHA ATTITUDE HARMONY ACHIEVEMENT

1209 DE LA VINA ST
SANTA BARBARA,CA93101 		N/A PC General & Unrestricted 5,000

AMERICAN WILD HORSE PRESERVATION CAMPAIGN

216 F ST 131
DAVIS,CA95616 		N/A PC Ambassador Awareness Events FUND 20,000

ANGELS FOSTER CARE OF SANTA BARBARA

3905 STATE ST 7-115
SANTA BARBARA,CA93105 		N/A PC General & Unrestricted 2,500

ASPEN VALLEY HOSPITAL FOUNDATION

0401 CASTLE CREEK RD
ASPEN,CO81611 		N/A PC General & Unrestricted 15,000

BEST FRIENDS ANIMAL SOCIETY

5001 ANGEL CANYON RD
KANAB,UT84741 		N/A PC General & Unrestricted 5,000

BOYS & GIRLS CLUBS OF PASADENA

3230 E DEL MAR BLVD
PASADENA,CA91107 		N/A PC General & Unrestricted 10,000

CASA DEL HERRERO

1387 E VALLEY RD
SANTA BARBARA,CA93108 		N/A PC General & Unrestricted 15,000

CATE SCHOOL

PO BOX 5005
CARPINTERIA,CA93014 		N/A PC General & Unrestricted 10,000

CENTRAL OREGON LANDWATCH

2843 NW LOLO DR STE 200
BEND,OR97703 		N/A PC General & Unrestricted 10,000

CENTRAL OREGON TRAIL ALLIANCE

PO BOX 555
BEND,OR97709 		N/A PC General & Unrestricted 5,000

COASTAL RANCHES CONSERVANCY

68 HOLLISTER RANCH RD
GAVIOTA,CA93117 		N/A PC the Hollister Ranch Shoreline Preserve fund 10,000

COMMUNITY ENVIRONMENTAL COUNCIL INC

1219 STATE ST STE A
SANTA BARBARA,CA93101 		N/A PC General & Unrestricted 5,000

CREATIVE NETWERK

PO BOX 22960
SANTA BARBARA,CA93121 		N/A PC General & Unrestricted 10,000

DESCHUTES BASIN LAND TRUST

210 NW IRVING AVE STE 102
BEND,OR97703 		N/A PC General & Unrestricted 10,000

DESCHUTES RIVER ALLIANCE

5520 S MACADAM AVE STE 200
PORTLAND,OR97239 		N/A PC General & Unrestricted 20,000

DOGPAC

PO BOX 2091
BEND,OR97709 		N/A PC General & Unrestricted 5,000

DOS PUEBLOS ENGINEERING ACADEMY FOUNDATION

PO BOX 313
GOLETA,CA93116 		N/A PC General & Unrestricted 5,000

DYSLEXIA PROJECT

610 E VICTORIA ST
SANTA BARBARA,CA93103 		N/A PC General & Unrestricted 22,000

EXPLORE ECOLOGY

302 E COTA ST
SANTA BARBARA,CA93101 		N/A PC General & Unrestricted 5,000

FALLEN WATERMANS FOUNDATION

930 TAHOE BLVD STE 802-164
INCLINE VILLAGE,NV89451 		N/A PC General & Unrestricted 10,000

FIRST DESCENTS

621 KALAMATH ST STE 175
DENVER,CO80204 		N/A PC General & Unrestricted 3,000

FIRST DESCENTS

621 KALAMATH ST STE 175
DENVER,CO80204 		N/A PC Charitable Event 3,000

FOODBANK OF SANTA BARBARA COUNTY

4554 HOLLISTER AVE
SANTA BARBARA,CA93110 		N/A PC General & Unrestricted 5,000

FOUNDATION FOR COTTAGE REHABILITATION AND GOLETA V

PO BOX 689
SANTA BARBARA,CA93102 		N/A PC General & Unrestricted 10,000

GWENDOLYN STRONG FOUNDATION

27 W ANAPAMU ST 177
SANTA BARBARA,CA93101 		N/A PC General & Unrestricted 5,000

HEAL THE OCEAN

PO BOX 90106
SANTA BARBARA,CA93190 		N/A PC General & Unrestricted 15,000

HOSPICE OF SANTA BARBARA INC

2050 ALAMEDA PADRE SERRA STE 100
SANTA BARBARA,CA93103 		N/A PC General & Unrestricted 17,000

LA REINA HIGH SCHOOL

106 W JANSS ROAD
THOUSAND OAKS,CA91360 		N/A PC General & Unrestricted 10,000

LAS MADRINAS

4650 W SUNSET BLVD MSC 4
LOS ANGELES,CA90027 		N/A PC General & Unrestricted 10,000

LOBERO THEATRE FOUNDATION

33 E CANON PERDIDO ST
SANTA BARBARA,CA93101 		N/A PC General & Unrestricted 10,000

MARINE WATCHDOGS

6 HARBOR WAY
SANTA BARBARA,CA93109 		N/A PC General & Unrestricted 5,000

NATURE CONSERVANCY

830 S ST
SACRAMENTO,CA95811 		N/A PC General & Unrestricted 7,500

NATURE CONSERVANCY

830 S ST
SACRAMENTO,CA95811 		N/A PC Coral Reef Restoration FUND lead by Tom Dempsey 100,000

NATURE CONSERVANCY

830 S ST
SACRAMENTO,CA95811 		N/A PC Santa Cruz Island fund 20,000

NATURE TRACK FOUNDATION

PO BOX 953
LOS OLIVOS,CA93441 		N/A PC General & Unrestricted 5,000

OREGON DESERT LAND TRUST

2843 NW LOLO DR STE 200
BEND,OR97703 		N/A PC General & Unrestricted 10,000

OREGON NATURAL DESERT ASSOCIATION INC

50 SW BOND ST STE 4
BEND,OR97702 		N/A PC General & Unrestricted 10,000

PACIFIC LEGAL FOUNDATION

555 CAPITOL MALL STE 1290
SACRAMENTO,CA95814 		N/A PC General & Unrestricted 25,000

PARKS AND RECREATION COMMUNITY FOUNDATION

PO BOX 91742
SANTA BARBARA,CA93190 		N/A PC FOEBA at East Beach in Santa Barbara 5,000

PLANNED PARENTHOOD CALIFORNIA CENTRAL COAST

518 GARDEN ST
SANTA BARBARA,CA93101 		N/A PC General & Unrestricted 10,000

SANTA BARBARA BOTANIC GARDEN INC

1212 MISSION CANYON RD
SANTA BARBARA,CA93105 		N/A PC General & Unrestricted 10,000

SANTA BARBARA CENTER FOR THE PERFORMING ARTS INC

1214 STATE ST 6TH FLOOR
SANTA BARBARA,CA93101 		N/A PC General & Unrestricted 10,000

SANTA BARBARA CHANNELKEEPER

714 BOND AVE
SANTA BARBARA,CA93103 		N/A PC General & Unrestricted 5,000

SANTA BARBARA COMMUNITY YOUTH PERFORMING ARTS CENT

PO BOX 21046
SANTA BARBARA,CA93121 		N/A PC General & Unrestricted 10,000

SANTA BARBARA COTTAGE HOSPITAL FOUNDATION

PO BOX 689 PUEBLO AT BATH ST
SANTA BARBARA,CA93102 		N/A PC General & Unrestricted 20,000

SANTA BARBARA DANCE INSTITUTE

1330 STATE ST STE 207
SANTA BARBARA,CA93101 		N/A PC General & Unrestricted 10,000

SANTA BARBARA EDUCATION FOUNDATION

1528 CHAPALA ST STE 308
SANTA BARBARA,CA93101 		N/A PC General & Unrestricted 5,000

SANTA BARBARA EDUCATION FOUNDATION

1528 CHAPALA ST STE 308
SANTA BARBARA,CA93101 		N/A PC Mission Scholars fund 10,000

SANTA BARBARA MUSEUM OF NATURAL HISTORY

2559 PUESTA DEL SOL
SANTA BARBARA,CA93105 		N/A PC General & Unrestricted 10,000

SCHOLARSHIP FOUNDATION OF SANTA BARBARA

PO BOX 3620
SANTA BARBARA,CA93130 		N/A PC General & Unrestricted 10,000

SHELTER BOX USA

PO BOX 5055
SANTA BARBARA,CA93150 		N/A PC General & Unrestricted 5,000

SHOWERS OF BLESSING SANTA BARBARA

PO BOX 1135
GOLETA,CA93116 		N/A PC General & Unrestricted 5,000

STORYTELLER CHILDRENS CENTER INC

2115 STATE ST
SANTA BARBARA,CA93105 		N/A PC General & Unrestricted 15,000

THE LAND TRUST FOR SANTA BARBARA COUNTY

PO BOX 91830
SANTA BARBARA,CA93190 		N/A PC General & Unrestricted 10,000

THE NATURE CONSERVANCY OF CALIFORNIA

830 S ST
SACRAMENTO,CA95811 		N/A PC Environmental Education fund with NatureBridge at the Dangermond Preserve on Pt. Conception 25,000

TORREY PINES ASSOCIATION

PO BOX 3003
DEL MAR,CA92014 		N/A PC for the chair in honor of Janet Gothard 5,000

TOWER THEATRE FOUNDATION INC

PO BOX 1378
BEND,OR97709 		N/A PC General & Unrestricted 10,000

TROUT UNLIMITED

PO BOX 6176
KETCHUM,ID83340 		N/A PC General & Unrestricted 5,000

TROUT UNLIMITED

50 SW BOND ST STE 4
BEND,OR97702 		N/A PC General & Unrestricted 5,000

UC SANTA BARBARA FOUNDATION

4219 CHEADLE HALL 4TH FL
SANTA BARBARA,CA93106 		N/A PC the UCSB Men's Tennis Team fund and the Arnold Tennis Center 60,000

UNIVERSITY OF SOUTHERN CALIFORNIA

1150 S OLIVE ST 25TH FL
LOS ANGELES,CA90015 		N/A PC General & Unrestricted 20,000

VNA HEALTH

509 E MONTECITO ST STE 200
SANTA BARBARA,CA93103 		N/A PC General & Unrestricted 15,000

WATER WATCH OF OREGON

213 SW ASH ST STE 208
PORTLAND,OR97204 		N/A PC General & Unrestricted 5,000

WILDERNESS YOUTH PROJECT INCORPORATED

2040 ALAMEDA PADRE SERRA STE 224
SANTA BARBARA,CA93103 		N/A PC General & Unrestricted 10,000
Total .................................right arrow 3a 795,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 335,662  
4 Dividends and interest from securities ....     14 988,437  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 131,146  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aK-1 Inc/Loss 		525990 -14,967 14 352,674  
bINTEREST INCOME FROM MORTGAGE LOANS     14 14,292  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -14,967 1,822,211  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,807,244
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
The Kirby-Jones Foundation
 
Employer identification number

20-8067676
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
The Kirby-Jones Foundation
  		Employer identification number
20-8067676
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
The Kirby Marital Trust
555 ST CHARLES DR STE 200
 
Thousand Oaks, CA91360

$ 1,500,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
The Kirby-Jones Foundation
  		Employer identification number

20-8067676
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
The Kirby-Jones Foundation
  		Employer identification number

20-8067676
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
The Kirby-Jones Foundation
EIN:
20-8067676
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Audit Fees 5,764     5,764
Tax Return Preparation/Review 1,244     1,244

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 DepreciationSchedule
Name:
The Kirby-Jones Foundation
EIN:
20-8067676
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2023 GeneralExplanationAttachment
Name:
The Kirby-Jones Foundation
EIN:
20-8067676
Identifier Return Reference Explanation
FORM 990-PF FORM 990-PF One or more partnerships have provided a Schedule K-3 for the tax year in which they have 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 partnerships based on the information provided to it by these partnerships 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.

TY 2023 InvestmentsCorpStockSchedule
Name:
The Kirby-Jones Foundation
EIN:
20-8067676
Name of Stock End of Year Book Value End of Year Fair Market Value
ACADEMY SPORTS AND OUTDOORS IN 24,443 33,000
AIRBNB 26,941 27,228
ALBERTSONS COMPANIES INC 29,511 26,450
AMERICAN FUNDS BOND FUND OF AM 868,878 781,916
AMERICAN FUNDS CAPITAL INCOME 1,393,178 1,528,066
AMERICAN FUNDS EUROPACIFIC GRO 717,903 790,659
AMERICAN FUNDS GROWTH FUND OF 2,225,745 2,614,391
AMERICAN FUNDS INCOME FUND OF 1,473,635 1,510,466
AMERICAN FUNDS STRATEGIC BOND 745,876 662,177
BERKLEY W R CP 28,335 31,824
BLOCK INC 45,365 43,316
BURLINGTON STORES, INC 25,015 29,172
CAPITAL WORLD GROWTH AND INCOM 2,114,006 2,549,253
CENTENE CORP 47,877 44,526
CIVITAS SOLUTIONS INC 28,184 27,352
DEXCOM, INC 16,356 24,818
ELEVANCE HEALTH INC 32,987 30,651
EOG RESOURCES INC 35,411 36,285
EVEREST RE GROUP LTD 14,498 17,679
FIDELITY CLOUD COMPUTING ETF 8,441 11,295
FLOOR AND DECOR HOLDINGS 29,477 33,468
FORTINET INC 46,034 46,824
HCA INC 46,955 54,136
INTAPP INC 21,631 43,723
INTUITIVE SURGICAL 9,649 11,808
ISHARES BARCLAYS US AGGREGATE 127,615 126,544
ISHARES CORE MSCI EAFE ETF 17,517 21,105
ISHARES CURRENCY HEDGED MSCI E 10,155 9,453
ISHARES TRUST RUSSELL 1000 GRO 78,874 109,141
KRAFT HEINZ CO 23,414 24,037
MARKETAXESS HOLDINGS, INC 20,472 21,964
MGM RESORTS INTERNATIONAL 28,811 31,276
MONGODB INC CL A 26,439 51,106
MSCI INC 14,339 16,970
NEW WORLD FUND CLASS F3 711,773 798,301
PALO ALTO NETWORKS INC 27,591 51,604
PAYLOCITY CORP 51,544 46,158
PLAYTIKA HOLDING 28,142 17,178
POPLAR FOREST CORNERSTONE FUND 7,903,282 8,596,444
PROGRESSIVE CORP OHIO 32,678 43,802
RAPID7 INCORPORATED 35,087 45,680
SELECTIVE INS GROUP INC 21,826 27,357
SERVICE NOW 26,491 38,857
SHORT-TERM BOND FUND OF AMERIC 733,338 715,678
SKYWORKS SOLUTIONS, INC 22,963 28,105
SMALLCAP WORLD FUND CL F3 742,483 797,887
SMARTSHEET INC 41,787 50,211
SPLUNK INC 48,514 76,175
SPRINKLR, INC. 31,435 31,304
STEEL DYNAMICS INC 7,930 11,810
STMICROELECTRONICS 35,830 42,611
TRADEWEB MARKETS INC 28,360 36,352
U.S. GOVERNMENT SECURITIES FUN 734,139 674,080
VALERO ENERGY CORP 28,422 29,250
VANGUARD MID-CAP INDEX FD ADMI 36,912 40,552
VANGUARD S&P 500 ETF 183,053 218,400
VANGUARD SMALL CAP VALUE INDEX 31,017 34,948
VANGUARD VALUE ETF 90,738 97,175
VISTA OUTDOORS 14,223 13,307
WASHINGTON MUTUAL INVESTORS FU 1,936,428 2,477,386
WILLIAMS SONOMA INC 27,076 45,401
WORKDAY INC 27,035 48,311
WORKIVA INC 29,912 43,150

TY 2023 InvestmentsGovtObligationsSch
Name:
The Kirby-Jones Foundation
EIN:
20-8067676
US Government Securities - End of Year Book Value:

475,722
US Government Securities - End of Year Fair Market Value:

486,575
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2023 InvestmentsOtherSchedule2
Name:
The Kirby-Jones Foundation
EIN:
20-8067676
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
200 JIBBOOM FIRST MORTGAGE INV   749,999 750,000
FFL INDIVIDUAL PARTNERS V, L.P   493,478 842,062
GREENLAKE REAL ESTATE FUND LLC   2,565,347 2,565,347
INVESCO DB COMMODITY INDEX TRA   10,615 8,816
OLD WEST INVESTMENT PARTNERS,   250,719 256,149
OLD WEST OPPORTUNITY FUND, L.P   257,384 265,964

TY 2023 OtherExpensesSchedule
Name:
The Kirby-Jones Foundation
EIN:
20-8067676
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 86,809     86,809
Indemnification Insurance 2,250     2,250
K-1 Exp FFL INDIVIDUAL PARTNER 31,607 21,944    
K-1 Exp GREENLAKE REAL ESTATE 28,304 28,304    
K-1 Exp INVESCO DB COMMODITY I 77 77    
K-1 Exp OLD WEST INVESTMENT PA 10,146 10,146    
K-1 Exp OLD WEST OPPORTUNITY F 9,240 9,240    
Postage/Delivery Service 42     42
State or Local Filing Fees 430     430


TY 2023 OtherIncomeSchedule2
Name:
The Kirby-Jones Foundation
EIN:
20-8067676
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 Inc/Loss 200 JIBBOOM FIRST MORTGAGE INVESTOR 59,720 59,720  
K-1 Inc/Loss FFL INDIVIDUAL PARTNERS V, L.P -10,333 4,634  
K-1 Inc/Loss GREENLAKE REAL ESTATE FUND LLC ("GRE 270,240 270,240  
K-1 Inc/Loss INVESCO DB COMMODITY INDEX TRACKING 479 479  
K-1 Inc/Loss OLD WEST INVESTMENT PARTNERS, L.P 10,396 10,396  
K-1 Inc/Loss OLD WEST OPPORTUNITY FUND, L.P 7,205 7,205  
INTEREST INCOME FROM MORTGAGE LOANS 14,292 14,292  


TY 2023 OtherProfessionalFeesSchedule
Name:
The Kirby-Jones Foundation
EIN:
20-8067676
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 51,724 51,724    


TY 2023 TaxesSchedule
Name:
The Kirby-Jones Foundation
EIN:
20-8067676
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2023 9,900      
Foreign Tax Paid 208 208