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
THE BOLAND T JONES FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)3303 CHATHAM ROAD NW
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ATLANTA, GA30305
A Employer identification number

58-2374671
B Telephone number (see instructions)

(970) 766-2173
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$1,295,238J 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      
4 Dividends and interest from securities... 29,391 29,391  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 307,782
b Gross sales price for all assets on line 6a 694,249
7 Capital gain net income (from Part IV, line 2)... 307,782
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........ 337,173 337,173  
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
7,361 7,361   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
449 449   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
9 9   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 7,819 7,819   0
25 Contributions, gifts, grants paid....... 68,150 68,150
26 Total expenses and disbursements. Add lines 24 and 25 75,969 7,819   68,150
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 261,204
b Net investment income (if negative, enter -0-) 329,354
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.............      
2 Savings and temporary cash investments......... 8,162 13,429 13,941
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) 0 Click to see attachment
List of Attached Documents:
// Content
42,693 		43,040
b Investments—corporate stock (attach schedule)....... 474,968 Click to see attachment
List of Attached Documents:
// Content
720,968 		951,439
c Investments—corporate bonds (attach schedule)....... 344,278 Click to see attachment
List of Attached Documents:
// Content
311,584 		286,818
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 arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
182 		Click to see attachment
List of Attached Documents:
// Content
120 		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) 827,590 1,088,794 1,295,238
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 0 0
28 Retained earnings, accumulated income, endowment, or other funds 827,590 1,088,794
29 Total net assets or fund balances (see instructions)..... 827,590 1,088,794
30 Total liabilities and net assets/fund balances (see instructions). 827,590 1,088,794
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
827,590
2
Enter amount from Part I, line 27a .....................
2
261,204
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,088,794
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
1,088,794
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 60 SH ABBVIE INC P 2024-02-27 2024-04-25
b 13 SH ALLSTATE CORP P 2024-02-27 2024-10-31
c 11 SH ARES MANAGEMENT CORP P 2024-02-27 2024-07-23
d 32 SH ARES MANAGEMENT CORP P 2024-02-27 2024-07-24
e 150 SH BOSTON SCIENTIFIC CORP P 2023-05-24 2024-02-27
30 SH CF INDS HLDGS INC P 2024-02-27 2024-05-07
10 SH CELSIUS HOLDINGS INC P 2024-07-23 2024-11-26
10 SH CELSIUS HOLDINGS INC P 2024-07-24 2024-11-26
20 SH CELSIUS HOLDINGS INC P 2024-07-25 2024-11-26
20 SH CELSIUS HOLDINGS INC P 2024-07-26 2024-11-26
25 SH CHEVRON CORPORATION P 2024-02-28 2024-08-01
7 SH CINTAS CORP P 2024-02-27 2024-07-23
50 SH CITIGROUP INC P 2024-02-28 2024-10-24
16 SH CONSTELLATION ENERGY CORP P 2024-02-27 2024-07-25
7 SH CONSTELLATION ENERGY CORP P 2024-02-27 2024-11-14
19 SH DEXCOM INC P 2024-04-25 2024-11-26
20 SH DEXCOM INC P 2024-07-25 2024-11-26
50 SH EDWARDS LIFESCIENCES CORP P 2024-03-28 2024-07-25
100 SH EXELON CORP P 2023-05-24 2024-02-27
5 SH GRAIL INC P 2024-02-27 2024-07-23
70 SH INTEL CORPORATION P 2024-02-27 2024-06-12
120 SH INTERPUBLIC GROUP OF COMPANIES P 2024-02-27 2024-05-07
50 SH ISHARES S&P INDEX FUND P 2024-02-27 2024-12-02
10 SH ISHARES S&P INDEX FUND P 2024-02-27 2024-12-17
20 SH ISHARES RUSSELL 2000 INDEX P 2024-05-08 2024-12-17
15 SH ELI LILLY & CO P 2024-02-27 2024-03-28
90 SH NEWMONT MINING CORP P 2024-02-27 2024-07-23
100 SH NEXTERA ENERGY INC P 2023-05-24 2024-02-27
8 SH NORTHRUP GRUMMAN CORP P 2024-02-27 2024-06-24
30 SH NOVARTIS AG SPNSRD ADR P 2024-04-25 2024-09-13
2 SH NOVARTIS AG SPNSRD ADR P 2024-07-23 2024-09-13
2 SH NOVARTIS AG SPNSRD ADR P 2024-07-24 2024-09-13
2 SH NOVARTIS AG SPNSRD ADR P 2024-07-25 2024-09-13
3 SH NOVARTIS AG SPNSRD ADR P 2024-07-26 2024-09-13
60 SH OCCIDENTAL PETROLEUM CORPORATION P 2024-02-27 2024-09-12
28 SH PROGRESSIVE CORP P 2024-02-27 2024-03-28
21 SH ROSS STORES INC P 2024-02-27 2024-08-28
60 SH SHELL PLC WI ADR P 2024-02-27 2024-02-28
30 SH SANOFI-SYNTHELABO P 2024-02-27 2024-10-24
20 SH SANOFI-SYNTHELABO P 2024-06-24 2024-10-24
160 SH SCHLUMBERGER LIMITED P 2024-02-27 2024-12-13
90 SH SHOPIFY INC P 2024-02-27 2024-06-12
4 SH T-MOBILE US INC P 2024-07-23 2024-10-31
4 SH T-MOBILE US INC P 2024-07-24 2024-10-31
8 SH T-MOBILE US INC P 2024-07-25 2024-10-31
1 SH UNITED HEALTH GROUP INC P 2024-02-27 2024-10-24
2 SH UNITED HEALTH GROUP INC P 2024-04-25 2024-10-24
1 SH UNITED HEALTH GROUP INC P 2024-04-25 2024-11-14
40 SH CRH PLC P 2024-02-27 2024-07-23
13 SH EATON CORP PLC P 2024-02-27 2024-08-08
17 SH EATON CORP P 2024-02-27 2024-08-27
2 SH EATON CORP P 2024-02-27 2024-08-27
58 SH INTERNATIONAL GAME TECH P 2024-02-27 2024-07-23
54 SH INTERNATIONAL GAME TECH P 2024-02-27 2024-07-24
54 SH INTERNATIONAL GAME TECH P 2024-02-27 2024-07-25
54 SH INTERNATIONAL GAME TECH P 2024-02-27 2024-07-26
6 SH TRANE TECHNOLOGIES PLC P 2024-02-27 2024-08-08
3 SH WILLIS TOWERS WATSON PLC P 2024-07-23 2024-10-04
2 SH WILLIS TOWERS WATSON PLC P 2024-07-24 2024-10-04
3 SH WILLIS TOWERS WATSON PLC P 2024-07-25 2024-10-04
3 SH WILLIS TOWERS WATSON PLC P 2024-07-26 2024-10-04
47.5 SH AT&T INC P 2002-03-15 2024-02-27
172.5 SH AT&T INC P 2002-05-02 2024-02-27
200 SH ALPHABET INC P 2009-08-27 2024-02-27
110 SH AMERICAN INTERNATIONAL GROUP P 2002-06-15 2024-02-27
10 SH AMERICAN TOWER CORP P 2020-01-31 2024-02-27
5 SH AMERICAN TOWER CORP P 2020-02-20 2024-02-27
154 SH APPLE INC P 2009-08-27 2024-02-27
60 SH AUTOMATIC DATA PROCESSING INC P 2003-04-04 2024-02-27
518.67 SH BNY MELLON SMALL CAP STK FD P 2020-08-31 2024-05-08
812.13 SH BNY MELLON SMALL CAP STK FD P 2022-07-06 2024-05-08
250 SH BANK OF AMERICA CORP P 2020-01-31 2024-02-27
400 SH CSX CORP P 2003-08-01 2024-02-27
50 SH CELANESE CORP P 2020-06-09 2024-02-27
100 SH COCA-COLA CO P 2020-06-09 2024-02-27
300 SH COMCAST CORP P 2003-04-04 2024-02-27
10 SH COSTCO WHSL CORP P 2020-06-15 2024-02-27
11 SH DANAHER CORP P 2005-09-09 2024-02-27
70 SH DUPONT DE NEMOURS INC P 2022-07-06 2024-02-27
180 SH EXXON MOBIL CORP P 2003-08-01 2024-02-27
70 SH EXXON MOBIL CORP P 2003-08-01 2024-02-28
100 SH FORTIVE CORP P 2005-09-09 2024-02-27
80 SH GENUINE PARTS CO P 2003-04-04 2024-02-27
25 SH GLOBAL PMTS INC P 2020-06-15 2024-02-27
100 SH INTERCONTINENTALEXCHANGE GRO P 2017-03-31 2024-02-27
85 SH JP MORGAN CHASE & CO P 2009-08-27 2024-02-27
12 SH JP MORGAN CHASE & CO P 2009-08-27 2024-08-08
11 SH JP MORGAN CHASE & CO P 2009-08-27 2024-09-13
50 SH LVMH MOET HENNESSY LOUIS P 2020-02-20 2024-02-27
40 SH ESTEE LAUDER COMPANIES INC P 2022-07-06 2024-02-27
400 SH MARATHON OIL CORP P 2016-04-05 2024-02-27
200 SH MARVELL TECHNOLOGY INC P 2020-01-31 2024-02-27
50 SH MCKESSON CORPORATION P 2009-08-27 2024-02-27
100 SH MERCK & CO INC P 2016-04-05 2024-02-27
125 SH MICRON TECHNOLOGY P 2020-01-31 2024-02-27
30 SH NIKE INC P 2020-01-31 2024-02-27
64 SH NVIDIA CORP P 2020-01-31 2024-02-27
100 SH APYPAL HOLDINGS INC P 2019-12-26 2024-02-27
100 SH PFIZER INC P 2002-03-14 2024-02-27
150 SH RTX CORPORATION P 2003-08-01 2024-02-27
200 SH SYNCHRONY FINANCIAL P 2020-01-31 2024-02-27
150 SH TJX COS INC P 2020-07-01 2024-02-27
30 SH THERMO ELECTRIC CORP P 2005-09-09 2024-02-27
100 SH TRUIST FINL CORP P 2020-02-20 2024-02-27
30 SH UNION PACIFIC CORP P 2010-09-15 2024-02-27
5 SH UNITED HEALTH GROUP INC P 2023-05-24 2024-11-14
11.49 SH DISCOVERY INC P 2002-03-15 2024-02-27
57.94 SH DISCOVERY INC P 2002-05-02 2024-02-27
72.58 SH DISCOVERY INC P 2003-08-01 2024-02-27
25 SH ACCENTURE PLC IRELAND P 2020-01-31 2024-02-27
100 SH JOHNSON CNTLS INTL PLC P 2009-08-27 2024-02-27
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 10,019   10,674 -655
b 2,436   2,065 371
c 1,653   1,430 223
d 4,680   4,161 519
e 9,989   7,804 2,185
2,233   2,402 -169
277   477 -200
277   468 -191
554   930 -376
554   951 -397
3,814   3,804 10
5,299   4,401 898
3,144   2,756 388
2,722   2,369 353
1,589   1,036 553
1,471   2,625 -1,154
1,549   2,192 -643
3,042   4,780 -1,738
3,603   4,034 -431
76   117 -41
2,191   3,007 -816
3,715   3,869 -154
30,332   25,448 4,884
6,051   5,090 961
4,653   4,074 579
11,723   11,500 223
4,232   2,706 1,526
5,548   7,443 -1,895
3,443   3,642 -199
3,463   2,973 490
231   216 15
231   219 12
231   220 11
346   331 15
3,064   3,623 -559
5,791   5,314 477
3,149   3,127 22
3,756   3,811 -55
1,545   1,449 96
1,030   981 49
6,430   7,745 -1,315
5,828   6,948 -1,120
895   706 189
895   699 196
1,789   1,415 374
562   524 38
1,124   991 133
593   495 98
3,284   3,146 138
3,716   3,698 18
5,034   4,835 199
595   569 26
1,198   1,497 -299
1,093   1,394 -301
1,090   1,394 -304
1,255   1,394 -139
1,960   1,708 252
872   799 73
581   534 47
872   828 44
872   844 28
786   1,177 -391
2,855   3,506 -651
27,624   2,326 25,298
7,866   3,661 4,205
1,821   2,323 -502
910   1,235 -325
27,882   929 26,953
15,077   1,507 13,570
10,296   10,000 296
16,121   15,000 1,121
8,540   8,210 330
15,245   702 14,543
7,500   4,823 2,677
6,049   4,901 1,148
12,627   2,848 9,779
7,435   2,974 4,461
2,792   200 2,592
4,878   3,778 1,100
18,780   6,446 12,334
7,293   2,507 4,786
8,606   1,142 7,464
12,024   2,570 9,454
3,313   4,498 -1,185
13,797   5,990 7,807
15,509   3,697 11,812
2,441   522 1,919
2,258   478 1,780
9,196   4,460 4,736
5,903   10,318 -4,415
9,733   4,296 5,437
14,154   4,824 9,330
26,081   2,849 23,232
12,869   5,203 7,666
11,341   6,642 4,699
3,132   2,886 246
50,313   3,786 46,527
5,971   10,909 -4,938
2,693   3,805 -1,112
13,466   3,247 10,219
8,110   6,490 1,620
15,018   7,693 7,325
16,931   966 15,965
3,485   5,523 -2,038
7,650   1,189 6,461
2,965   2,408 557
98   369 -271
492   1,525 -1,033
616   1,698 -1,082
9,444   5,127 4,317
5,908   1,622 4,286
4,111     4,111
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       -655
b       371
c       223
d       519
e       2,185
      -169
      -200
      -191
      -376
      -397
      10
      898
      388
      353
      553
      -1,154
      -643
      -1,738
      -431
      -41
      -816
      -154
      4,884
      961
      579
      223
      1,526
      -1,895
      -199
      490
      15
      12
      11
      15
      -559
      477
      22
      -55
      96
      49
      -1,315
      -1,120
      189
      196
      374
      38
      133
      98
      138
      18
      199
      26
      -299
      -301
      -304
      -139
      252
      73
      47
      44
      28
      -391
      -651
      25,298
      4,205
      -502
      -325
      26,953
      13,570
      296
      1,121
      330
      14,543
      2,677
      1,148
      9,779
      4,461
      2,592
      1,100
      12,334
      4,786
      7,464
      9,454
      -1,185
      7,807
      11,812
      1,919
      1,780
      4,736
      -4,415
      5,437
      9,330
      23,232
      7,666
      4,699
      246
      46,527
      -4,938
      -1,112
      10,219
      1,620
      7,325
      15,965
      -2,038
      6,461
      557
      -271
      -1,033
      -1,082
      4,317
      4,286
      4,111
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 2 307,782
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 4,578
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 4,578
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 4,578
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 0
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 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 99
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 4,677
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
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 arrowGA
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 arrowPAM WALKER Telephone no.right arrow (970) 766-2173

Located atright arrow0105 EDWARDS VILLAGE CTR STE A206AVONCO ZIP+4right arrow81632
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)
 
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 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
BOLAND T JONES DIRECTOR
1.00 		0 0 0
3303 CHATHAM ROAD NW
ATLANTA,GA30305
ANDREA L JONES DIRECTOR
1.00 		0 0 0
3303 CHATHAM ROAD NW
ATLANTA,GA30305
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
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 (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
1,267,218
b
Average of monthly cash balances.......................
1b
34,396
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,301,614
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
1,301,614
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
19,524
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,282,090
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
64,105
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
64,105
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
4,578
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,578
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
59,527
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
59,527
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
59,527
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
68,150
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
68,150
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 59,527
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 55,612
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 68,150
a Applied to 2023, but not more than line 2a 55,612
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..... 12,538
e Remaining amount distributed out of corpus 0
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 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 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 .......... 		46,989
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) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
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).)
BOLAND T JONES
ANDREA L JONES
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (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

ALLIANCE THEATRE

1280 PEACHTREE ST NE
ATLANTA,GA30309 		NONE PUBLIC GENERAL SUPPORT FOR THE ORGANIZATION 1,500

AMERICAN RED CROSS OF GEORGIA

1955 MONROE DRIVE NE
ATLANTA,GA30324 		NONE PUBLIC HURRICANE RELIEF EFFORTS IN NORTH CAROLINAHURRICANE RELIEF EFFORTS IN WESTERN NORTH CAROLINA 10,000

ARCHBISHOP'S ANNUAL APPEAL

2401 LAKE PARK DRIVE SE
SMYRNA,GA30080 		NONE PUBLIC GENERAL SUPPORT FOR THE ORGANIZATION 2,500

CARON TREATMENT CENTERS

1200 ASHWOOD PKWY STE 125
ATLANTA,GA30338 		NONE PUBLIC GENERAL SUPPORT FOR THE ORGANIZATION 12,500

CATHEDRAL OF CHRIST THE KING

2699 PEACHTREE ROAD NE
ATLANTA,GA30305 		NONE PUBLIC ADOPT A FAMILY PROGRAM 2,800

CATHOLIC CHARITIES ATLANTA

2401 LAKE PARK DRIVE SE
SMYRNA,GA30080 		NONE PUBLIC HURRICANE RELIEF EFFORTS IN WESTERN NORTH CAROLINA 10,000

CITY OF REFUGE

1300 JOSEPH E BOONE BOULEVARD NW
ATLANTA,GA30314 		NONE PUBLIC GENERAL SUPPORT FOR THE ORGANIZATION 3,700

COVENANT HOUSE

1559 JOHNSON ROAD NW
ATLANTA,GA30318 		NONE PUBLIC GENERAL SUPPORT FOR THE ORGANIZATION 3,000

DIVINITY CHURCH INTERNATIONAL

3460 SUMMIT RIDGE PKWY
DULUTH,GA30096 		NONE PUBLIC GENERAL SUPPORT FOR THE ORGANIZATION 3,000

GEORGIA ALZHEIMER'S FOUNDATION

PO BOX 20226
ST SIMONS ISLAND,GA31522 		NONE PUBLIC GENERAL SUPPORT FOR THE ORGANIZATION 1,800

MARYHURST

1015 DORSEY LANE
LOUISVILLE,KY40223 		NONE PUBLIC GENERAL SUPPORT FOR THE ORGANIZATION 1,500

PEACHTREE PRESBYTERIAN CHURCH

3434 ROSWELL ROAD NW
ATLANTA,GA30305 		NONE PUBLIC GENERAL SUPPORT FOR THE ORGANIZATION 1,000

PIEDMONT HEALTHCARE FOUNDATION

1968 PEACHTREE ROAD NW
ATLANTA,GA30309 		NONE PUBLIC THE BARBER BREAST CARE FUND 2,750

PURIFICATION HERITAGE CENTER

213 DAVIDSON STREET SE
CRAWFORDVILLE,GA30631 		NONE PUBLIC RESTORING CATHOLIC ROOTS 2,500

ST VINCENT DE PAUL GEORGIA

2050 CHAMBLEE TUCKER RD
ATLANTA,GA30341 		NONE PUBLIC WALKING MOMS IN NEED 5,000

THE ALZHEIMER'S ASSOCIATION

225 N MICHIGAN AVENUE FLOOR 17
CHICAGO,IL60601 		NONE PUBLIC GENERAL SUPPORT FOR THE ORGANIZATION 4,600
Total .................................right arrow 3a 68,150
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 ........... 		         
4 Dividends and interest from securities ....     14 29,391  
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 ............ 		    18 307,782  
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) .. 0 337,173 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
337,173
(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:
THE BOLAND T JONES FAMILY FOUNDATION
EIN:
58-2374671
Name of Bond End of Year Book Value End of Year Fair Market Value
BNY MELLON BOND FUND - 20,260.062 SH 240,006 218,201
BNY MELLON YIELD ENHANCE - 5,000 SH 59,600 55,950
TCW EMERGING MKTS INCOME FUND - 1,960.784 SH 11,978 12,667

TY 2024 InvestmentsCorpStockSchedule
Name:
THE BOLAND T JONES FAMILY FOUNDATION
EIN:
58-2374671
Name of Stock End of Year Book Value End of Year Fair Market Value
JOHNSON CTLS INTL PLC - 80 SH 5,215 6,314
AT&T INC - 367 SH 6,783 8,357
ALPHABET INC - GOOGL - 199 SH 27,748 37,898
AMAZON.COM INC - 158 SH 27,470 34,664
AMERICAN INTERNATIONAL GROUP INC - 40 SH 1,331 2,912
APPLE INC - 153 SH 2,451 38,314
BANK OF AMERICA CORPORATION - 90 SH 3,412 3,956
BERKSHIRE HATHAWAY INC DEL CL B - 32 SH 7,345 14,505
DANAHER CORP - 42 SH 1,476 9,641
JP MORGAN CHASE & CO - 42 SH 1,827 10,068
MICROSOFT CORPORATION - 102 SH 29,634 42,993
NVIDIA CORP - 360 SH 2,130 48,344
ISHARES TR S&P MIDCAP - 950 SH 27,858 59,195
ISHARES TR S&P SMALLCAP 600 - 250 SH 21,576 28,805
BNY MELLON INTERNATIONAL STOCK FUND (DISYX) - 1,768.421 SH - 25,800 39,772
FIDELITY INTL SMALL CAP FUND - 668.196 SH 20,000 20,554
OAKMARK INTERNATIONAL FUND - 1,600 SH 32,784 39,888
GQG PARTNERS EMERGING MKTS (GQGIX) - 1,588.443 SH 22,000 26,273
UNITEDHEALTH GROUP INC - 10 SH 4,817 5,059
VERALTO CORPORATION - 56 SH 3,598 5,704
CHAMPLAIN MID CAP FUND (CIPIX) - 1,881.708 SH 45,000 44,954
ISHARES MSCI EMERGING MKTS EX (EMCX) - 470 SH 25,717 26,062
AON PLC/IRELAND - 9 SH 2,701 3,232
CRH PLC - 50 SH 3,932 4,626
MEDTRONIC PLC ADR - 110 SH 9,312 8,787
RENAISSANCE RE HOLDGS LTD ADR - 21 SH 4,717 5,225
TRANE TECHNOLOGIES PUBLIC LIMITED CO - 13 SH 3,700 4,802
ALCON INC - 40 SH 3,680 3,396
ROYAL CARIBBEAN CRUISES LTD - 14 SH 2,901 3,230
ALIGN TECHNOLOGY INC - 19 SH 5,878 3,962
ALLSTATE CORP - 27 SH 4,289 5,205
AMETEK INC - 33 SH 5,781 5,949
APPLIED MATERIALS INC - 45 SH 9,141 7,318
ASSURANT INC - 21 SH 4,508 4,478
BAXTER INTERNATIONAL INC - 70 SH 2,793 2,041
BECTON DICKINSON & CO - 4O SH 9,630 9,075
BIO-TECHNE CORP - 40 SH 2,897 2,881
BRISTOL-MYERS SQUIBB COMPANY - 80 SH 3,918 4,525
CME GROUP INC - 44 SH 9,595 10,218
CHEWY INC - 150 SH 2,621 5,024
CISCO SYSTEMS INC - 160 SH 7,720 9,472
CONOCOPHILLIPS - 59 SH 6,504 5,851
CONSTELLATION ENERGY - 27 SH 3,997 6,040
COSTAR GROUP INC - 60 SH 5,073 4,295
DIAMONDBACK ENERGY INC - 19 SH 3,105 3,113
THE WALT DISNEY COMPANY - 46 SH 4,976 5,122
DOMINION RES INC - 120 SH 5,701 6,463
EQT CORPORATION - 240 SH 9,328 11,066
FIRST HORIZON NATIONAL CORP - 180 SH 2,540 3,625
FREEPORT MCMORAN COPPER & GOLD INC - 140 SH 5,331 5,331
GE VERNOVA LLC - 24 SH 4,220 7,894
GENERAL MOTORS CO - 80 SH 3,208 4,262
GILEAD SCIENCES INC - 30 SH 2,667 2,771
GOLDMAN SACHS GROUP INC - 13 SH 5,071 7,444
HOWMET AEROSPACE INC - 90 SH 5,913 9,843
HUBBELL INC - 24 SH 9,328 10,053
HUBSPOT INC - 12 SH 7,394 8,361
ILLUMINA INC - 30 SH 4,016 4,009
INGERSOLL RAND INC - 80 SH 7,221 7,237
INTERNATIONAL PAPER CO - 90 SH 4,213 4,844
INTUITIVE SURGICAL INC - 13 SH 5,177 6,785
KENVUE INC - 230 SH 4,475 4,911
HARRIS CORPORATION - 31 SH 6,650 6,519
LABCORP HOLDING INC - 19 SH 3,846 4,357
LAS VEGAS SANDS CORP - 100 SH 5,373 5,136
LULULEMON ATHLETICA INC - 8 SH 3,760 3,059
MARATHON PETROLEUM CORP - 19 SH 3,276 2,651
METLIFE INC - 30 SH 2,521 2,456
MONGODB INC - 14 SH 4,715 3,259
NETFLIX COM INC - 4 SH 2,389 3,565
NEWMONT MINING CORP - 60 SH 1,804 2,233
OMNICOM GROUP INC - 60 SH 5,699 5,162
PHILIP MORRIS INTERNATIONAL INC - 20 SH 2,035 2,407
PHILLIPS 66 - 27 SH 3,967 3,076
WALNUT STREET GROUP HOLDING LIMITED - 24 SH 2,899 2,328
REPLIGEN CORP - 25 SH 4,202 3,599
ROPER INDUSTRIES INC - 13 SH 7,090 6,758
SANOFI-AVENTIS ADR - 80 SH 3,864 3,858
SAREPTA THERAPEUTICS INC - 33 SH 4,608 4,012
SQUARE INC - 70 SH 5,381 5,949
3M CO - 27 SH 2,815 3,485
US BANCORP - 60 SH 2,905 2,870
UBER TECHNOLOGIES INC - 70 SH 5,545 4,222
VOYA FINANCIAL INC - 50 SH 3,465 3,442
ZOETIS INC - 25 SH 4,946 4,073
ISHARES S&P 500 INDEX FUND - 40 SH 20,358 23,547
ISHARES RUSSELL 2000 INDEX FUND - 110 SH 22,408 24,306
ISHARES CORE MSCI EAFE ETF - 400 SH 29,303 28,112

TY 2024 InvestmentsGovtObligationsSch
Name:
THE BOLAND T JONES FAMILY FOUNDATION
EIN:
58-2374671
US Government Securities - End of Year Book Value:

42,693
US Government Securities - End of Year Fair Market Value:

43,040
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 OtherAssetsSchedule
Name:
THE BOLAND T JONES FAMILY FOUNDATION
EIN:
58-2374671
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DIVIDENDS RECEIVABLE 182 120  


TY 2024 OtherExpensesSchedule
Name:
THE BOLAND T JONES FAMILY FOUNDATION
EIN:
58-2374671
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES 9 9   0


TY 2024 OtherProfessionalFeesSchedule
Name:
THE BOLAND T JONES FAMILY FOUNDATION
EIN:
58-2374671
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 7,361 7,361   0


TY 2024 TaxesSchedule
Name:
THE BOLAND T JONES FAMILY FOUNDATION
EIN:
58-2374671
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID 449 449   0