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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
Eugenie & Joseph Jones Family Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)835 Union Street 333
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
New Orleans, LA70112
A Employer identification number

72-0507534
B Telephone number (see instructions)

(504) 584-1540
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$19,735,110J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 8 8  
4 Dividends and interest from securities... 381,357 381,357  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -745,503
b Gross sales price for all assets on line 6a 4,602,696
7 Capital gain net income (from Part IV, line 2)... 0
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).......      
12 Total. Add lines 1 through 11........ -364,138 381,365  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
203,490 0   75,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
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
12,364 0   12,364
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 215,854 0   87,364
25 Contributions, gifts, grants paid....... 993,000 993,000
26 Total expenses and disbursements. Add lines 24 and 25 1,208,854 0   1,080,364
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,572,992
b Net investment income (if negative, enter -0-) 381,365
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 76,309 30,447 30,447
2 Savings and temporary cash investments......... 2,503,609 2,154,053 2,154,053
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)....... 13,540,771 Click to see attachment
List of Attached Documents:
// Content
12,087,236 		15,003,055
c Investments—corporate bonds (attach schedule)....... 2,277,692 Click to see attachment
List of Attached Documents:
// Content
2,553,653 		2,547,555
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)..........      
14 Land, buildings, and equipment: basis right arrow5,633
Less: accumulated depreciation (attach schedule) right arrow5,633      
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
-682 		Click to see attachment
List of Attached Documents:
// Content
-682 		Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 18,397,699 16,824,707 19,735,110
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 3,963,976 3,963,976
28 Retained earnings, accumulated income, endowment, or other funds 14,433,723 12,860,731
29 Total net assets or fund balances (see instructions)..... 18,397,699 16,824,707
30 Total liabilities and net assets/fund balances (see instructions). 18,397,699 16,824,707
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
18,397,699
2
Enter amount from Part I, line 27a .....................
2
-1,572,992
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
16,824,707
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
16,824,707
Form 990-PF (2024)
Form 990-PF (2024)
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 27,700 sh - Kearny Finl Corp P 2015-05-22 2024-01-30
b 8,403 sh - Kearny Finl Corp P 2018-10-04 2024-01-30
c 10,930 sh- Kearny Finl Corp P 2019-03-04 2024-01-30
d 5,362 sh - Kearny Finl Corp P 2019-03-19 2024-01-30
e 175 sh - IDEXX Labs P 2022-05-04 2024-02-06
5,145 sh - Palomar Holdings P 2020-12-23 2024-03-20
282 sh - Palomar Holdings P 2021-02-23 2024-03-20
4,910 sh - Palomar Holdings P 2021-02-25 2024-03-20
1,905 sh - Palomar Holdings P 2021-03-09 2024-03-20
543 sh - Palomar Holdings P 2021-05-10 2024-03-20
3,125 sh - CVS P 2023-06-23 2024-05-03
11,178 sh - Kearny Finl Corp P 2019-03-19 2024-07-10
2,005 sh - JB Hunt P 2020-04-03 2024-07-11
14,225 sh - Paramount Global P 2021-03-31 2024-07-18
5,250 sh - Paramount Global P 2021-05-07 2024-07-18
4,160 sh - Paramount Global P 2022-01-04 2024-07-18
20,000 sh - B Riley 16.5% Conv Preferred P 2019-09-18 2024-08-16
4,935 sh - ON Holdings P 2022-08-26 2024-08-22
12,180 sh - Monster Beverage P 2022-08-26 2024-08-29
595 sh - Teleflex P 2018-12-28 2024-09-25
700 sh - Progressive P 2023-04-26 2024-10-09
190 sh - Stryker P 2020-04-03 2024-10-16
645 sh - Stryker P 2020-08-24 2024-10-16
10 sh - Verizon P 2023-01-03 2024-10-17
5 sh - Microsoft P 2023-10-25 2024-10-17
10 sh - Amazon P 2024-08-02 2024-10-17
10 sh - Lamb Weston Holding P 2024-04-30 2024-10-17
5 sh - Freeport McMoran P 2021-09-21 2024-10-17
5 sh - JP Morgan Chase P 2023-06-29 2024-10-17
15 sh - Mondelez P 2023-09-21 2024-10-17
5 sh - Ligand Pharmaceuticals P 2020-03-10 2024-10-17
25 sh - Abbott Laboratories P 2024-03-08 2024-10-17
5 sh - Pepsico P 2022-09-15 2024-10-17
10 sh - Caesar's Entertainment P 2020-01-17 2024-10-17
10 sh - Teleflex P 2018-12-28 2024-10-17
5 sh - Chevron P 2022-09-15 2024-10-17
10 sh - First Interstate Bancsystem P 2024-05-24 2024-10-17
10 sh - Microchip Technology P 2024-02-29 2024-10-17
5 sh - Roper Technologies P 2018-12-28 2024-10-17
5 sh - First Hawaiian P 2017-02-02 2024-10-17
10 sh - IDEXX Labs P 2022-05-04 2024-10-17
5 sh - Euronet Worldwide P 2016-12-22 2024-10-17
10 sh - Omniab Inc P 2020-03-10 2024-10-17
5 sh - Option Care Health P 2023-01-12 2024-10-17
5 sh - Visa Inc P 2011-01-03 2024-10-17
10 sh - Johnson & Johnson P 2023-04-05 2024-10-17
10 sh - JB Hunt P 2020-04-03 2024-10-17
5 sh - Uber P 2024-01-24 2024-10-17
5 sh - Palomar P 2021-05-10 2024-10-17
5 sh - Lockheed Martin P 2022-09-15 2024-10-17
10 sh - Pool Corp P 2010-11-04 2024-10-17
5 sh - Tidewater P 2024-08-26 2024-10-17
2,880 sh - Ligand Pharmaceuticals P 2020-03-10 2024-11-06
101 sh - First Hawaiian P 2017-02-02 2024-11-22
8,410 sh - First Hawaiian P 2018-10-23 2024-11-22
(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 214,594   305,624 -91,030
b 65,099   116,036 -50,937
c 84,675   143,634 -58,959
d 41,540   70,708 -29,168
e 99,672   71,227 28,445
425,455   470,052 -44,597
23,319   24,335 -1,016
406,023   416,405 -10,382
157,530   150,302 7,228
44,902   36,888 8,014
172,926   218,097 -45,171
66,349   147,402 -81,053
323,345   179,827 143,518
167,316   646,532 -479,216
61,751   207,612 -145,861
48,930   138,470 -89,540
181,542   500,015 -318,473
215,090   103,183 111,907
574,829   544,009 30,820
146,246   151,012 -4,766
176,125   93,528 82,597
68,427   28,223 40,204
232,292   121,579 110,713
439   400 39
2,087   1,699 388
1,866   1,683 183
705   834 -129
241   153 88
1,124   714 410
1,075   1,069 6
537   399 138
2,950   3,020 -70
877   829 48
449   611 -162
2,352   2,538 -186
750   802 -52
327   271 56
772   837 -65
2,800   1,339 1,461
123   159 -36
4,643   4,070 573
497   366 131
40   28 12
154   144 10
1,446   88 1,358
1,645   1,638 7
1,752   897 855
400   321 79
492   340 152
3,064   2,064 1,000
3,674   210 3,464
315   315 0
330,515   229,733 100,782
2,808   3,207 -399
233,800   202,721 31,079
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       -91,030
b       -50,937
c       -58,959
d       -29,168
e       28,445
      -44,597
      -1,016
      -10,382
      7,228
      8,014
      -45,171
      -81,053
      143,518
      -479,216
      -145,861
      -89,540
      -318,473
      111,907
      30,820
      -4,766
      82,597
      40,204
      110,713
      39
      388
      183
      -129
      88
      410
      6
      138
      -70
      48
      -162
      -186
      -52
      56
      -65
      1,461
      -36
      573
      131
      12
      10
      1,358
      7
      855
      79
      152
      1,000
      3,464
      0
      100,782
      -399
      31,079
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 -745,503
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 5,301
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 5,301
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 5,301
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 11,838
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 11,838
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 6,537
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow6,537 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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
 
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 arrowLA
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 2024 or the taxable year beginning in 2024? 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 arrowGulfside Inc Telephone no.right arrow (504) 581-2424

Located atright arrow835 Union Street Suite 333New OrleansLA ZIP+4right arrow70112
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
Susan J Gundlach President
5.00 		0 0 0
835 Union Street Suite 333
New Orleans,LA70112
Elaine F Jones Sec / Treas
5.00 		0 0 0
835 Union Street Suite 333
New Orleans,LA70112
Sally H Lapeyre Trustee
5.00 		0 0 0
835 Union Street Suite 333
New Orleans,LA70112
Miriam H Lindner Trustee
5.00 		0 0 0
835 Union Street Suite 333
New Orleans,LA70112
Susan L Stall Trustee
5.00 		0 0 0
835 Union Street Suite 333
New Orleans,LA71112
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 (2024)
Form 990-PF (2024)
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
St Denis J Villere & Company Portfolio investment manager 103,490
601 Poydras Street Suite 1808
New Orleans,LA70130
Gulfside Inc Administrative & accounting manager 100,000
835 Union Street Ste 300
New Orleans,LA70112
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 (2024)
Form 990-PF (2024)
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
20,403,068
b
Average of monthly cash balances.......................
1b
33,580
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
20,436,648
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
20,436,648
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
306,550
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
20,130,098
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,006,505
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
1,006,505
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
5,301
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,301
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,001,204
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,001,204
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
1,001,204
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
1,080,364
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
1,080,364
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,001,204
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 163,479
b From 2020...... 222,838
c From 2021......  
d From 2022...... 342,962
e From 2023...... 147,454
f Total of lines 3a through e ........ 876,733
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,080,364
a Applied to 2023, but not more than line 2a 0
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 2024 distributable amount..... 1,001,204
e Remaining amount distributed out of corpus 79,160
5 Excess distributions carryover applied to 2024. 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 5 955,893
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		163,479
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		792,414
10 Analysis of line 9:
a Excess from 2020.... 222,838
b Excess from 2021....  
c Excess from 2022.... 342,962
d Excess from 2023.... 147,454
e Excess from 2024.... 79,160
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
Ms Dora Luckette co Jones Family Fo
835 Union Street Suite 333
New Orleans,LA70112
(504) 584-1511
dluckette@canalbarge.com
bThe form in which applications should be submitted and information and materials they should include:
Name, address and contact information for the 501(c)(3) Organization making the grant application including their 501(c)(3) number from IRS. A brief description of the purpose for their organization, why they are requesting funds and how much,and what they intend to achieve if the funds are granted to their organization.
cAny submission deadlines:
The submission deadline is 15th day of the month before the set meeting date.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
None
Form 990-PF (2024)
Form 990-PF (2024)
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

Audubon Nature Institute

6500 Magazine Street
New Orleans,LA70118 		None Tax Exempt To fulfill exempt purpose 12,500

Bastion Community of Resilence

1901 Mirabeau Ave
New Orleans,LA70122 		None Tax Exempt To fulfill exempt purpose 100,000

Bishop Wilmer Memorial Fund

9717 Hwy 71 South
LeCompte,LA71346 		None Tax Exempt To fulfill exempt purpose 200

Bayou District Foundation

320 Julia St
New Orleans,LA70130 		None Tax Exempt To fulfill exempt purpose 15,000

Bridge House Grace House

4150 Earhart Blvd
New Orleans,IA70125 		None Tax Exempt To fulfill exempt purpose 20,000

Bright School

1600 Constance St
New Orleans,LA70130 		None Tax Exempt To fulfill exempt purpose 15,000

Bureau of Governmental Research

1055 St Charles Ave
New Orleans,LA70130 		None Tax Exempt To fulfill exempt purpose 25,000

City Park Conservancy

1 Palm Drive
New Orleans,LA70124 		None Tax Exempt To fulfill exempt purpose 25,000

Coalition to Restore Coastal Louisiana

3801 Canal St
New Orleans,LA70119 		None Tax Exempt To fulfill exempt purpose 20,000

Community Sailing New Orleans

101 N Roadway St
New Orleans,LA70124 		None Tax Exempt To fulfill exempt purpose 10,000

Crimestoppers Inc

PO Box 55249
Metairie,LA70055 		None Tax Exempt To fulfill exempt purpose 10,000

Ducks Unlimited

1 Waterfowl Way
Memphis,TN38120 		None Tax Exempt To fulfill exempt purpose 10,000

Eden House

4238 St Charles Ave
New Orleans,LA70115 		None Tax Exempt To fulfill exempt purpose 15,000

Friends of Beauregard-Keyes House

1113 Chartres St
New Orleans,LA70116 		None Tax Exempt To fulfill exempt purpose 10,000

Grace at the Green Light

400 N Rampart
New Orleans,LA70112 		None Tax Exempt To fulfill exempt purpose 5,000

Greater New Orleans Educational TV Foundation - WYES

916 Navarre Ave
New Orleans,LA70124 		None Tax Exempt To fulfill exempt purpose 20,000

Greater New Orleans Foundation - City Services Coalition

919 St Charles Ave
New Orleans,LA70130 		None Tax Exempt To fulfill exempt purpose 45,000

KIDsmART

2533 Columbus St
New Orleans,LA70119 		None Tax Exempt To fulfill exempt purpose 10,000

Lighthouse Louisiana

123 State St
New Orleans,LA70118 		None Tax Exempt To fulfill exempt purpose 20,000

Live Oak Wilderness Camp

1240 Moss St
New Orleans,LA70119 		None Tax Exempt To fulfill exempt purpose 15,000

Longue Vue House and Gardens

7 Bamboo Rd
New Orleans,LA70124 		None Tax Exempt To fulfill exempt purpose 10,000

Louisiana Endowment for the Humanities

938 Lafayette St
New Orleans,LA70113 		None Tax Exempt To fulfill exempt purpose 5,000

Louisiana Landmark Society - Pitot House

1440 Moss St
New Orleans,LA70119 		None Tax Exempt To fulfill exempt purpose 25,000

Lycee Francais de la Nouvelle Orleans

5951 Patton St
New Orleans,LA70115 		None Tax Exempt To fulfill exempt purpose 20,000

Magnolia Community Services

100 Central Ave
Jefferson,LA70121 		None Tax Exempt To fulfill exempt purpose 15,000

Metropolitan Crime Commission

1615 Poydras St
New Orleans,LA70112 		None Tax Exempt To fulfill exempt purpose 20,000

NAMI New Orleans Inc

4403 Canal St
New Orleans,LA70119 		None Tax Exempt To fulfill exempt purpose 5,000

The National World War II Museum

945 Magazine St
New Orleans,LA70130 		None Tax Exempt To fulfill exempt purpose 15,000

New Orleans Museum of Art - Art in Bloom

1 Collins Diboll Circle
New Orleans,LA70124 		None Tax Exempt To fulfill exempt purpose 10,000

New Orleans Museum of Art - Glass at NOMA

1 Collins Diboll Circle
New Orleans,LA70124 		None Tax Exempt To fulfill exempt purpose 25,000

Ochsner Clinic Foundation

101 W Robert E Lee Blvd
New Orleans,LA70124 		None Tax Exempt To fulfill exempt purpose 75,000

Odgen Museum of Southern Art

925 Camp Street
New Orleans,LA70130 		None Tax Exempt To fulfill exempt purpose 5,000

Operation Warm

50 Applied Bank Blvd
Glen Mills,PA19342 		None Tax Exempt To fulfill exempt purpose 10,000

Raphael Village

530 Jackson Ave
New Orleans,LA70130 		None Tax Exempt To fulfill exempt purpose 25,000

St Michael Special School

1522 Chippewa St
New Orleans,LA70130 		None Tax Exempt To fulfill exempt purpose 10,000

St Thomas Community Health Center

1020 St Andrew St
New Orleans,LA70130 		None Tax Exempt To fulfill exempt purpose 10,000

Second Harvest Food Bank

700 Edwards Ave
New Orleans,LA70123 		None Tax Exempt To fulfill exempt purpose 50,000

Society of St Vincent De Paul

3500 Canal Street
New Orleans,LA70119 		None Tax Exempt To fulfill exempt purpose 15,000

STAIR

1545 State St
New Orleans,LA70118 		None Tax Exempt To fulfill exempt purpose 5,000

STEM Library Lab

3011 N I-10 Service Road
Metairie,LA70002 		None Tax Exempt To fulfill exempt purpose 5,000

We Work the Waterways Inc

4625 Lindell Blvd
St Louis,MO63108 		None Tax Exempt To fulfill exempt purpose 14,800

Isidore Newman Annual Fund

1903 Jefferson Ave
New Orleans,LA70115 		None Tax Exempt To fulfill exempt purpose 10,000

Louise McGehee School Endowment

2343 Prytania St
New Orleans,LA70130 		None Tax Exempt To fulfill exempt purpose 10,000

Metairie Park Country Day School

300 Park Road
Metairie,LA70005 		None Tax Exempt To fulfill exempt purpose 10,000

Newcomb Art Museum

6823 St Charles Ave
New Orleans,LA70118 		None Tax Exempt To fulfill exempt purpose 1,000

St George's Episcopal School Capital Campaign

923 Napoleon Ave
New Orleans,LA70115 		None Tax Exempt To fulfill exempt purpose 10,000

St Stephen's Episcopal Church

19031 LA Hwy 15
Lettsworth,LA70753 		None Tax Exempt To fulfill exempt purpose 1,000

Trinity Episcopal Church

1329 Jackson Ave
New Orleans,LA70130 		None Tax Exempt To fulfill exempt purpose 10,000

Trinity Episcopal School Titan Fund

1315 Jackson Ave
New Orleans,LA70130 		None Tax Exempt To fulfill exempt purpose 10,000

Trinity Episcopal Church Capital Campaign

1329 Jackson Ave
New Orleans,LA70130 		None Tax Exempt To fulfill exempt purpose 49,750

St George's Episcopal School Capital Campaign

923 Napoleon Ave
New Orleans,LA70115 		None Tax Exempt To fulfill exempt purpose 103,750
Total .................................right arrow 3a 993,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 8  
4 Dividends and interest from securities ....     14 381,357  
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 -745,503  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 -364,138 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
-364,138
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 InvestmentsCorpBondsSchedule
Name:
Eugenie & Joseph Jones Family Foundation
EIN:
72-0507534
Name of Bond End of Year Book Value End of Year Fair Market Value
$500,000 - WEC Energy 5.00% Bonds 499,963 506,678
$500,000 - IBM Corp 3.33% Bonds 500,366 493,339
$200,000 Williams Cos 5.4% Bonds 199,924 204,982
$500,000 - Fuller Co HB 4% 490,579 486,306
$250,000 - Broadcom Inc 249,663 248,250
$500,000 - Apple 1.40%% due 8/05/2028 463,438 451,398
$150,000 Avnet 1.4% Bonds 149,720 156,602

TY 2024 InvestmentsCorpStockSchedule
Name:
Eugenie & Joseph Jones Family Foundation
EIN:
72-0507534
Name of Stock End of Year Book Value End of Year Fair Market Value
1,800 sh - Abbott Laboratories 217,405 203,598
3,165 sh - Amazon 532,628 694,369
1,245 sh - Apple Inc 203,671 311,773
24,345 sh - Atlas Energy 485,957 539,972
180 sh - BOA Convertible Preferred 225,623 219,465
14,110 sh - Caesar's Entertainment 724,127 471,556
1,350 sh - Chevron 216,456 195,534
2,910 sh - Colgate Palmolive 219,257 264,548
4,770 sh - Euronet Worldwid 474,110 490,547
7,125 sh - First Interstate Bancsystem 209,578 250,831
12,645 sh - Freeport McMoran 387,213 481,522
1,175 sh - Idexx Labs 491,988 485,792
3,195 sh - JB Hunt Transport 413,510 545,259
1,350 sh - Johnson & Johnson 221,103 195,237
1,575 sh - JP Morgan Chase 224,889 377,543
2,550 sh - Lamb Weston Holding 212,741 170,417
4,650 sh - Ligand Pharmaceutical 355,661 498,248
7,140 sh - Lineage Inc 528,438 418,190
525 sh - Lockheed Martin 216,701 255,119
585 sh - Microsoft Corp 198,787 246,578
2,670 sh - Microchip Technology 223,438 153,125
2,955 sh - Mondelez Int'l 210,588 176,502
36,912 sh - Omniab Inc 110,678 130,668
5,714 sh - Omniab, Inc Restricted 7,366 58
12,105 sh - On Holding 253,097 662,991
7,125 sh - ON Semiconductor 251,682 449,231
22,280 sh - Option Health Care 621,568 516,896
6,372 sh - Palomar Holdings 331,069 672,819
1,305 sh - Pepsico 216,342 198,438
2,130 sh - POOL Corp 44,755 726,202
885 sh - Progressive 118,246 212,055
1,155 sh - Republic Services 217,825 232,363
1,125 sh - Roper Technologies 301,379 584,831
1,020 sh - Steris PLC 68,978 209,671
1,485 sh - Stryker Corp 279,915 534,674
2,795 sh - Teleflex 666,357 497,454
77,500 sh - Tidewater 639,469 410,325
8,085 sh - Uber Technologies 519,848 487,687
5,250 sh - Verizon 210,058 209,948
1,965 sh - Visa Inc 34,735 621,019

TY 2024 OtherAssetsSchedule
Name:
Eugenie & Joseph Jones Family Foundation
EIN:
72-0507534
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
Other Partnership Investment -682 -682 0


TY 2024 OtherExpensesSchedule
Name:
Eugenie & Joseph Jones Family Foundation
EIN:
72-0507534
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Computer / Software 12,279 0   12,279
Bank Charges / Wire transfer fees 75 0   75
Sec of State Annual Report 10 0   10


TY 2024 OtherProfessionalFeesSchedule
Name:
Eugenie & Joseph Jones Family Foundation
EIN:
72-0507534
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Counselling Fee 103,490 0   0
Administrative Fee 100,000 0   75,000