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 07-01-2023 , and ending 06-30-2024
Name of foundation
SEBY B JONES FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 19067
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
RALEIGH, NC27619
A Employer identification number

31-1578859
B Telephone number (see instructions)

(919) 829-2499
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$19,090,660J 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) 1,016
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,617 1,617 1,617
4 Dividends and interest from securities... 300,632 300,632 300,632
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 998,040
b Gross sales price for all assets on line 6a 1,421,172
7 Capital gain net income (from Part IV, line 2)... 998,040
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
-19,769 552 -19,769
12 Total. Add lines 1 through 11........ 1,281,536 1,300,841 282,480
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 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
37,640 33,640 0 4,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
153,128 152,586 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,988 4,988 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
51,128 19,838 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 246,884 211,052 0 4,000
25 Contributions, gifts, grants paid....... 886,000 886,000
26 Total expenses and disbursements. Add lines 24 and 25 1,132,884 211,052 0 890,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 148,652
b Net investment income (if negative, enter -0-) 1,089,789
c Adjusted net income (if negative, enter -0-)... 282,480
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......... 2,029,535 2,371,557 2,371,557
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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)      
b Investments—corporate stock (attach schedule)....... 6,295,582 Click to see attachment
List of Attached Documents:
// Content
6,140,881 		13,509,313
c Investments—corporate bonds (attach schedule)....... 2,657,413 Click to see attachment
List of Attached Documents:
// Content
2,484,793 		2,383,405
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 540,231 Click to see attachment
List of Attached Documents:
// Content
674,182 		826,385
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) 11,522,761 11,671,413 19,090,660
Liabilities 17 Accounts payable and accrued expenses..........   135
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)......... 0 135
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........ 11,597,700 11,597,700
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds -74,939 73,578
29 Total net assets or fund balances (see instructions)..... 11,522,761 11,671,278
30 Total liabilities and net assets/fund balances (see instructions). 11,522,761 11,671,413
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
11,522,761
2
Enter amount from Part I, line 27a .....................
2
148,652
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
11,671,413
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
135
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
11,671,278
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 ROCKEFELLER - 9083 P 2024-01-01 2024-06-30
b ROCKEFELLER - 9083 P 2020-01-01 2024-06-30
c ROCKEFELLER - 9084 P 2024-01-01 2024-06-30
d ROCKEFELLER - 9084 P 2020-01-01 2024-06-30
e ROCKEFELLER - 9086 P 2024-01-01 2024-06-30
ROCKEFELLER - 9098 P 2024-01-01 2024-06-30
ROCKEFELLER - 9098 P 2020-01-01 2024-06-30
PLEXUS FUND II, LP K-1 P 2020-01-01 2024-06-30
CAPITAL PRIVATE OPPORTUNITIES II K-1 P 2024-01-01 2024-06-30
CAPITAL PRIVATE OPPORTUNITIES II K-1 P 2020-01-01 2024-06-30
CAPITAL PRIVATE OPPORTUNITIES II K-1 - 1231 GAIN P 2020-01-01 2024-06-30
CAPITAL PRIVATE OPPORTUNITIES III K-1 P 2020-01-01 2024-06-30
ROCKEFELLER - 5333 (ARDENT ADJUSTMENTS) P 2024-01-01 2024-06-30
CAPITAL GAINS DIVIDENDS P    
(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 5,704   98,527 -92,823
b 434,758   54,487 380,271
c 25,053   41,309 -16,256
d 352,305   139,781 212,524
e 3,529     3,529
46,967   44,076 2,891
549,762   43,299 506,463
    219 -219
    976 -976
2,613     2,613
    103 -103
480     480
    355 -355
1     1
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       -92,823
b       380,271
c       -16,256
d       212,524
e       3,529
      2,891
      506,463
      -219
      -976
      2,613
      -103
      480
      -355
      1
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 2 998,040
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 -104,209
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 15,148
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 0
3 Add lines 1 and 2........................... 3 15,148
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 15,148
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 17,841
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 17,841
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 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 2,693
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow2,693 Refundedright arrow 11 0
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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
 
No
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 arrowNC
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 arrowN/A
14
The books are in care ofright arrowSEBY RUSSELL JONES Telephone no.right arrow (919) 829-2499

Located atright arrow1207 FRONT STREETRALEIGHNC ZIP+4right arrow27609
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)
 
No
(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
 
 
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
JAMES R JONES PRESIDENT
1.00 		0 0 0
PO BOX 19067
RALEIGH,NC27619
SEBY B JONES JR VICE PRESIDENT/TREASURER
1.00 		0 0 0
PO BOX 19067
RALEIGH,NC27619
ALICE J HARROD SECRETARY
1.00 		0 0 0
PO BOX 19067
RALEIGH,NC27619
SEBY RUSSELL JONES ASSISTANT SECRETARY
1.00 		0 0 0
PO BOX 19067
RALEIGH,NC27619
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
NONE
Total number of other employees paid over $50,000...................right arrow 0
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
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 arrow0
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
14,984,362
b
Average of monthly cash balances.......................
1b
1,455,494
c
Fair market value of all other assets (see instructions)................
1c
734,451
d
Total (add lines 1a, b, and c).........................
1d
17,174,307
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
17,174,307
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
257,615
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
16,916,692
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
845,835
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
845,835
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
15,148
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
15,148
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
830,687
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
830,687
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
830,687
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
890,000
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
890,000
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 7 830,687
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 251,452
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 890,000
a Applied to 2022, but not more than line 2a 251,452
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 638,548
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(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 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
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...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		192,139
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) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
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).)
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 e-mail address of the person to whom applications should be addressed:
SEBY RUSSELL JONES
PO BOX 19067
RALEIGH,NC27609
(919) 829-2499
bThe form in which applications should be submitted and information and materials they should include:
NO SPECIAL FORM REQUIRED
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
LIMITED TO USA
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

ABEL SPEAKS

327 BROOKWOOD DRIVE
RICHARDSON,TX75080 		NONE PC GENERAL SUPPORT 16,250

AMERICAN GOLD STAR MOTHERS

2128 LEROY PLACE
WASHINGTON,DC20008 		NONE PC GENERAL SUPPORT 4,000

AMERICAN HONOR GUARDS

PO BOX 10473
WILMINGTON,NC28404 		NONE PC GENERAL SUPPORT 10,000

ANGUS FOUNDATION

3201 FREDERICK AVE
ST JOSEPH,MO64506 		NONE PC GENERAL SUPPORT 2,500

BAPTIST CHILDREN'S HOMES OF NORTH CAROLINA

204 IDOL STREET
THOMASVILLE,NC27630 		NONE PC GENERAL SUPPORT 5,000

BOY SCOUTS OF AMERICA - OCCONEECHEE COUNCIL

PO BOX 41229
RALEIGH,NC27629 		NONE PC COMMUNITY SUPPORT 2,000

BOYS & GIRLS CLUBS

PO BOX 19999
RALEIGH,NC27619 		NONE PC COMMUNITY SUPPORT 21,000

BOYS & GIRLS HOMES OF NORTH CAROLINA

400 FLEMINGTON DRIVE
LAKE WACCAMAW,NC28450 		NONE PUBLIC GENERAL SUPPORT 10,000

BRUNSWICK SHERIFF'S CHARITABLE FOUNDATION

PO BOX 10820
SOUTHPORT,NC28461 		NONE PUBLIC GENERAL SUPPORT 5,000

CAPE FEAR BACA

PO BOX 3958
WILMINGTON,NC28406 		NONE PUBLIC COMMUNITY SUPPORT 5,000

CAPE FEAR COMMUNITY COLLEGE FOUNDATION

411 N FRONT STREET
WILMINGTON,NC28401 		NONE PC GENERAL SUPPORT 10,000

CAPE FEAR PURPLE HEART ASSOCIATION

PO BOX 12313
WILMINGTON,NC28405 		NONE PC GENERAL SUPPORT 2,500

CAROUSEL CENTER INC

1501 DOCK STREET
WILMINGTON,NC28401 		NONE PC COMMUNITY SUPPORT 2,000

CHARLES SIMON TRUST

PO BOX 15212
CHICAGO,IL60615 		NONE PC GENERAL SUPPORT 1,000

CHURCH OF THE REDEEMER

19425 WOODFIELD ROAD
GAITHERSBURG,MD20879 		NONE PUBLIC GENERAL SUPPORT 15,000

COMMUNITIES OF GRACE INTERNATIONAL

PO BOX 37475
RALEIGH,NC27627 		NONE PC GENERAL SUPPORT 25,000

DOMESTIC VIOLENCE SHELTER AND SERVICES INC

PO BOX 1555
WILMINGTON,NC28403 		NONE PC COMMUNITY SUPPORT 2,000

DOROTHEA DIX PARK CONSERVANCY

PO BOX 28575
RALEIGH,NC27611 		NONE PC GENERAL SUPPORT 50,000

ECU EDUCATIONAL FOUNDATION

WARD SPORTS MEDICINE BLDG STE 304
GREENVILLE,NC27858 		NONE PC EDUCATIONAL 9,000

ECU FOUNDATION

2200 S CHARLES BLVD GREENVILLE
CENTRE SUITE 1500
GREENVILLE,NC278584353 		NONE PC GENERAL SUPPORT 5,000

ECU MEDICAL & HEALTH SCIENCES FOUNDATION

HEALTH SCIENCES BUILDING
GREENVILLE,NC27858 		NONE PUBLIC EDUCATION 15,000

FELLOWSHIP HOME OF RALEIGH

506 CUTLER STREET
RALEIGH,NC27603 		NONE PC GENERAL SUPPORT 10,000

FELLOWSHIP OF CHRISTIAN ATHLETES

8701 LEEDS ROAD
KANSAS CITY,MO64129 		NONE PUBLIC RELIGIOUS 6,000

FIVE14 REVOLUTION

101 N KERR AVE
WILMINGTON,NC28405 		NONE PUBLIC GENERAL SUPPORT 10,000

FOOD BANK OF NC

1924 CAPITAL BLVD
RALEIGH,NC27604 		NONE PUBLIC COMMUNITY SUPPORT 10,000

FOUNDATION FOR GOOD BUSINESS

PO BOX 26762
RALEIGH,NC27611 		NONE PC COMMUNITY AWARENESS 10,000

FOUNDATION OF HOPE

9401 GLENWOOD AVE
RALEIGH,NC27617 		NONE PC GENERAL SUPPORT 10,000

FREE WILL BAPTIST CHILDREN'S HOME

PO BOX 249
MIDDLESEX,NC27557 		NONE PUBLIC RELIGIOUS 25,000

GATEWAY WOMEN'S CARE

1306 HILLSBOROUGH STREET
RALEIGH,NC27605 		NONE PUBLIC GENERAL SUPPORT 2,000

GIVEWELL

1714 FRANKLIN ST 100335
OAKLAND,CA94612 		NONE PC GENERAL SUPPORT 10,000

HEALING TRANSITIONS

1251 GOODE ST
RALEIGH,NC27603 		NONE PUBLIC GENERAL SUPPORT 10,000

HEART OF WILMINGTON

PO BOX 19067
RALEIGH,NC27619 		NONE PC GENERAL SUPPORT 5,000

HONOR FLIGHT NETWORK

4601 NORTH FAIRFAX DRIVE SUITE 1200
ARLINGTON,VA22203 		NONE PUBLIC GENERAL SUPPORT 10,000

HOPE ACADEMY

1403 W FLORIDA ST
GREENSBORO,NC27403 		NONE PC GENERAL SUPPORT 5,000

INTERACT

1012 OBERLIN ROAD
RALEIGH,NC27605 		NONE PUBLIC COMMUNITY SUPPORT 5,000

INTERFAITH FOOD SHUTTLE

PO BOX 14638
RALEIGH,NC27620 		NONE PC COMMUNITY SUPPORT 5,000

JO ANN CARTER HARRELSON CENTER

20 NORTH 4TH STREET STE 214
WILMINGTON,NC28401 		NONE PC GENERAL SUPPORT 5,000

JUDICIAL WATCH INC

425 THIRD ST SW STE 800
WASHINGTON,DC20024 		NONE PC GENERAL SUPPORT 3,000

JUNE'S BOUQUETS

N/A
GREENSBORO,NC27403 		NONE PC GENERAL SUPPORT 25,000

LOUISBURG COLLEGE

501 N MAIN STREET
LOUISBURG,NC27549 		NONE PC EDUCATION 25,000

LOWER CAPE FEAR LIFECARE

1414 PHYSICIANS DRIVE
WILMINGTON,NC28401 		NONE PC GENERAL SUPPORT 5,000

MEALS ON WHEELS

PO BOX 37639
RALEIGH,NC27627 		NONE PC COMMUNITY SUPPORT 5,000

METHODIST HOME FOR CHILDREN INC

1041 WASHINGTON STREET
RALEIGH,NC276051259 		NONE PC GENERAL SUPPORT 40,000

NATIONAL MS SOCIETY

3101 INDUSTRIAL DRIVE SUITE 210
RALEIGH,NC27609 		NONE PC MEDICAL 2,500

NC COMMUNITY FOUNDATION

PO BOX 2828
RALEIGH,NC27602 		NONE PC COMMUNITY SUPPORT 6,000

NC MUSEUM OF NATURAL SCIENCES

11 WEST JONES STREET
RALEIGH,NC27601 		NONE PC COMMUNITY SUPPORT 4,000

NEW LIFE CAMP

9927 FALLS OF NEUSE ROAD
RALEIGH,NC27614 		NONE PC COMMUNITY SUPPORT 5,000

OCCONEECHEE COUNCIL BOY SCOUTS

3231 ATLANTIC AVENUE
RALEIGH,NC27604 		NONE PC GENERAL SUPPORT 25,000

PASSAGE HOME

PO BOX 10347
RALEIGH,NC27605 		NONE PC COMMUNITY SUPPORT 5,000

RALEIGH RESCUE MISSION

PO BOX 27391
RALEIGH,NC27611 		NONE PC COMMUNITY SUPPORT 15,000

REVIVE OUR HEARTS

PO BOX 2000
NILES,MI49120 		NONE PC GENERAL SUPPORT 1,000

SAMARITAN'S PURSE

PO BOX 3000
BOONE,NC28607 		NONE PC GENERAL SUPPORT 25,000

SHEPHERD'S RANCH

3017 BRASSFIELD RD
CREEDMOOR,NC27522 		NONE PC GENERAL SUPPORT 27,000

SHEPHERD'S TABLE

PO BOX 28024
RALEIGH,NC27611 		NONE PC COMMUNITY SUPPORT 5,000

SHIP OF ZION CHURCH

924 S BLOUNT ST
RALEIGH,NC27601 		NONE PC GENERAL SUPPORT 2,000

SHRINERS HOSPITALS FOR CHILDREN

2900 N ROCKY POINT DRIVE
TAMPA,FL33607 		NONE PC GENERAL SUPPORT 2,000

SIGMA NU EDUCATIONAL FOUNDATION INC

PO BOX 1869
LEXINGTON,VA24450 		NONE PC GENERAL SUPPORT 2,000

SOUTHEAST NORTH CAROLINA VETERANS DAY PARADE

FRONT STREET
WILMINGTON,NC28401 		NONE PUBLIC GENERAL SUPPORT 5,000

SPCA OF WAKE COUNTY

200 PETFINDER LANE
RALEIGH,NC27603 		NONE PC COMMUNITY SUPPORT 52,500

SPECIAL OLYMPICS INC

1133 19TH ST NW
WASHINGTON,DC20036 		NONE PC GENERAL SUPPORT 2,000

ST JUDES CHILDRENS RESEARCH HOSPITAL

501 ST JUDE PLACE
MEMPHIS,TN38015 		NONE PC GENERAL SUPPORT 2,000

TAMMY LYNN CENTER

739 CHAPPELL DRIVE
RALEIGH,NC27606 		NONE PC COMMUNITY SUPPORT 20,000

THAILAN HALL

PO BOX 37100
WILMINGTON,NC28402 		NONE PC EDUCATION 2,500

THE EASY DOES IT RANCH AND RIDING ACADEMY

3581 MUDDY CREEK ROAD
VIRGINIA BEACH,VA23456 		NONE PC COMMUNITY SUPPORT 45,000

THE HERITAGE FOUNDATION

214 MASSACHUSETTS AVE NE
WASHINGTON,DC20002 		NONE PC GENERAL SUPPORT 2,500

THE JOSHUA FUND

PO BOX 2589
MONUMENT,CO80132 		NONE PUBLIC COMMUNITY SUPPORT 30,000

THE MILITARY ORDER OF THE PURPLE HEART - CHAPTER 636

521 DUNGANNON BLVD
WILMINGTON,NC28403 		NONE PUBLIC COMMUNITY SUPPORT 3,000

TRANSITIONS LIFE CARE

250 HOSPICE CIRCLE
RALEIGH,NC27607 		NONE PC GENERAL SUPPORT 8,500

TRIANGLE FAMILY SERVICES INC

3937 WESTERN BLVD
RALEIGH,NC27606 		NONE PC COMMUNITY SUPPORT 20,000

TRINITY CHRISTIAN ACADEMY

10224 BAILEYWICK ROAD
RALEIGH,NC27613 		NONE PC GENERAL SUPPORT 8,750

WAKE EDUCATION PARTNERSHIP

706 HILLSBOROUGH ST SUITE A
RALEIGH,NC27603 		NONE PC EDUCATION 5,000

WAKEMED FOUNDATION

3000 NEW BERN AVENUE
RALEIGH,NC27610 		NONE PUBLIC MEDICAL 5,000

YMCA

980 MARTIN LUTHER KING JR BLVD
CHAPEL HILL,NC27514 		NONE PC COMMUNITY SUPPORT 25,000

CAMDEN ATHLETIC BOOKSTER CLUB INC

103 US HWY 158 WEST
CAMDEN,NC27921 		NONE PC COMMUNITY SUPPORT 2,000

CATO INSTITUTE

1000 MASSACHUSETTS AVE
WASHINGTON,DC20001 		NONE PC COMMUNITY SUPPORT 1,000

CLI PRISON ALLIANCE INC

6339 GLENWOOD AVENUE
RALEIGH,NC27612 		NONE PC COMMUNITY SUPPORT 15,000

EDEN VILLAGE

2801 EAST DIVISION
SPRINGFIELD,MO65803 		NONE PC COMMUNITY SUPPORT 3,000

GLOBAL RIVER CHURCH

4702 SOUTH COLLEGE RD
WILMINGTON,NC28412 		NONE PC COMMUNITY SUPPORT 1,500

HAW RIVER ASSEMBLY

PO BOX 187
BYNUM,NC27228 		NONE PC COMMUNITY SUPPORT 1,250

HUSKY ATHLETIC BOOSTER CLUB

1150 FORESTVILLE RD
WAKE FOREST,NC27587 		NONE PC COMMUNITY SUPPORT 2,000

LAWNDALE BAPTIST CHURCH

3505 LAWNDALE DR
GREENSBORO,NC27408 		NONE PC COMMUNITY SUPPORT 5,000

OPERA HOUSE THEATER COMPANY

2011 CAROLINA BEACH RD
WILMINGTON,NC28401 		NONE PC COMMUNITY SUPPORT 5,500

RALEIGH POLICE DEPARTMENT FOUNDATION

PO BOX 18283
RALEIGH,NC27619 		NONE PC COMMUNITY SUPPORT 10,000

UNC UNIVERSITY DEVELOPMENT OFFICE

PO BOX 309
CHAPEL HILL,NC27514 		NONE PC COMMUNITY SUPPORT 6,250

UNICEF USA

125 MAIDEN LN
NEW YORK,NY10038 		NONE PC COMMUNITY SUPPORT 7,500

VIETNAM VETERANS OF AMERICA #885

PO BOX 4582
WILMINGTON,NC28403 		NONE PC COMMUNITY SUPPORT 2,000

NORTH CAROLINA RETAIL & LODGING ASSOCIATION

222 N PERSON STREET SUITE 210
RALEIGH,NC27601 		NONE PC COMMUNITY SUPPORT 2,500
Total .................................right arrow 3a 886,000
bApproved for future payment
Total ................................. right arrow 3b 0
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 1,617  
4 Dividends and interest from securities ....     14 300,632  
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 .....     14 5,576  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 998,040  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPARTNERSHIP INCOME CAPITOL PRIVATE OPPORTUNITIES II 		900099 -2,051      
bPARTNERSHIP INCOME CAPITOL PRIVATE OPPORTUNITIES III 900099 -323      
cPARTNERSHIP INCOME IN RADCO-1080 WEST PEACHTREE 900099 -22,971      
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -25,345 1,305,865 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,280,520
(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

TY 2023 AccountingFeesSchedule
Name:
SEBY B JONES FAMILY FOUNDATION
EIN:
31-1578859
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MANAGEMENT FEE 29,640 29,640 0 0
TAX PREPARATION FEES 8,000 4,000 0 4,000

TY 2023 InvestmentsCorpBondsSchedule
Name:
SEBY B JONES FAMILY FOUNDATION
EIN:
31-1578859
Name of Bond End of Year Book Value End of Year Fair Market Value
CORPORATE BONDS 2,484,793 2,383,405

TY 2023 InvestmentsCorpStockSchedule
Name:
SEBY B JONES FAMILY FOUNDATION
EIN:
31-1578859
Name of Stock End of Year Book Value End of Year Fair Market Value
MUTUAL FUNDS 60,121 29,228
STOCKS 6,080,760 13,480,085

TY 2023 InvestmentsOtherSchedule2
Name:
SEBY B JONES FAMILY FOUNDATION
EIN:
31-1578859
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ALTERNATIVE INVESTMENTS AT COST 674,182 826,385

TY 2023 OtherDecreasesSchedule
Name:
SEBY B JONES FAMILY FOUNDATION
EIN:
31-1578859
Description Amount
ACCRUAL TO CASH ADJUSTMENT 135


TY 2023 OtherExpensesSchedule
Name:
SEBY B JONES FAMILY FOUNDATION
EIN:
31-1578859
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER DEDUCTIONS FROM CAPITOL PRIVATE OPPORTUNITIES II 4,672 4,672 0 0
MISCELLANEOUS 31,265 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 8,565 8,565 0 0
ORDINARY LOSS FROM CAPITOL PRIVATE OPPORTUNITIES II 546 546 0 0
RENTAL LOSS FROM RADCO-1080 WEST PEACHTREE 5,331 5,331 0 0
OTHER DEDUCTIONS FROM ARDENT 634 634 0 0


TY 2023 OtherIncomeSchedule2
Name:
SEBY B JONES FAMILY FOUNDATION
EIN:
31-1578859
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP INCOME IN CAPITOL PRIVATE OPPORTUNITIES III FUND 552 552 552
TAX REFUND 5,024 0 5,024
PARTNERSHIP INCOME CAPITOL PRIVATE OPPORTUNITIES II -2,051   -2,051
PARTNERSHIP INCOME CAPITOL PRIVATE OPPORTUNITIES III -323   -323
PARTNERSHIP INCOME IN RADCO-1080 WEST PEACHTREE -22,971   -22,971


TY 2023 OtherProfessionalFeesSchedule
Name:
SEBY B JONES FAMILY FOUNDATION
EIN:
31-1578859
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 152,586 152,586 0 0
BANK FEES 542 0 0 0


TY 2023 TaxesSchedule
Name:
SEBY B JONES FAMILY FOUNDATION
EIN:
31-1578859
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID ON INVESTMENTS 4,988 4,988 0 0