Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
EARL S & MARY L JONES CHARITABLE FDN
 
Number and street (or P.O. box number if mail is not delivered to street address) 500 FIRST AVE P7-PFSC-03-Z
  Room/suite
City or town
PITTSBURGH
State or province
PA
Country  
ZIP or foreign postal code
15219
A Employer identification number

34-1893799
B Telephone number (see instructions)

4122094802
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$1,940,457J 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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 48,800 48,618  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 72,731
b Gross sales price for all assets on line 6a 1,798,286
7 Capital gain net income (from Part IV, line 2)... 72,731
8 Net short-term capital gain......... 0
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........ 121,531 121,349  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 25,997 20,797   5,199
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,222 835   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
200     200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 29,419 21,632 0 5,399
25 Contributions, gifts, grants paid....... 89,243 89,243
26 Total expenses and disbursements. Add lines 24 and 25 ................ 118,662 21,632 0 94,642
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,869
b Net investment income (if negative, enter -0-) 99,717
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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......... 54,394 73,337 73,337
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts 0      
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).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,404,768 Click to see attachment
List of Attached Documents:
// Content
1,388,874 		1,867,120
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,459,162 1,462,211 1,940,457
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 )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,459,162 1,462,211
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,459,162 1,462,211
30 Total liabilities and net assets/fund balances (see instructions). 1,459,162 1,462,211
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
1,459,162
2
Enter amount from Part I, line 27a .....................
2
2,869
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
197
4
Add lines 1, 2, and 3 ..........................
4
1,462,228
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
17
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
1,462,211
Form 990-PF (2025)
Form 990-PF (2025)
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 283.323 PZENA EMERG MKTS VALUE-INST     2025-01-13
b 1801.333 PZENA EMERG MKTS VALUE-INST   2023-07-10 2025-01-13
c 254.211 ARTISAN INTL SM/MID-INST   2024-09-11 2025-01-13
d 481.07 BAIRD AGGREGATE BOND FUND   2020-11-12 2025-01-13
e 238.846 BLACKROCK HIGH YIELD PORTFOLIO     2025-01-13
523.424 DODGE & COX INTERNATIONAL   2024-11-11 2025-01-13
3472.158 DODGE & COX INCOME FUND     2025-01-13
39. ISHARES MSCI USA QUALITY FACTOR   2024-11-11 2025-01-13
207. ISHARES MSCI USA QUALITY FACTOR   2023-07-10 2025-01-13
4. ISHARES MSCI INTL QUALITY   2024-02-01 2025-01-13
483.027 MFS EMERGING MKTS DEBT FD-R6   2019-12-31 2025-01-13
432.618 VANGUARD TOTAL BD MKT INDX 584     2025-01-13
705.49 VANGUARD TOTAL BD MKT INDX 584   2023-07-10 2025-01-13
13. WISDOMTREE U.S. QUALITY DIVI   2024-11-11 2025-01-13
.001 DODGE & COX INTERNATIONAL   2024-11-11 2025-01-14
1016.405 ARTISAN INTL SM/MID-INST     2025-03-17
650.607 BAIRD AGGREGATE BOND FUND   2020-11-12 2025-03-17
35.093 BARON SMALL CAP FUND     2025-03-17
877.8 BLACKROCK HIGH YIELD PORTFOLIO     2025-03-17
4026.743 BLACKROCK HIGH YIELD PORTFOLIO   2024-02-01 2025-03-17
206.502 DOUBLELINE TOTAL RETURN BOND   2024-09-11 2025-03-17
97.98 SEAFARER OVERSEAS GROWTH &   2021-09-13 2025-03-17
59.44 WCM FOCUSED INTL GROWTH-INS   2024-11-11 2025-03-17
58. ISHARES RUSSELL MID-CAP GROWTH   2024-12-12 2025-03-17
43. ISHARES CORE MSCI EMERGING   2025-01-13 2025-03-17
113. ISHARES MSCI INTL QUALITY   2024-02-01 2025-03-17
376.585 MFS EMERGING MKTS DEBT FD-R6   2019-12-31 2025-03-17
24.73 TCW METROPOLITAN WEST   2025-01-13 2025-03-17
1063.765 MOERUS WORLDWIDE VALUE FUND     2025-03-17
253.082 T ROWE PR MID-CAP VALUE-I   2024-12-12 2025-03-17
1836.248 TOUCHSTONE SANDS EM GR-R6     2025-03-17
68.769 VANGUARD TOTAL BD MKT INDX 584   2023-07-10 2025-03-17
83. WISDOMTREE U.S. QUALITY DIVI     2025-03-17
127. WISDOMTREE U.S. QUALITY DIVI     2025-03-17
1089.548 AMG RR SM CAP VAL-I     2025-04-22
3082.145 BAIRD AGGREGATE BOND FUND   2020-11-12 2025-04-22
234.236 BARON SMALL CAP FUND   2024-09-11 2025-04-22
38. DIMENSIONAL INTERNATIONAL VA   2025-03-17 2025-04-22
2227.423 DODGE & COX INCOME FUND     2025-04-22
26.523 DODGE & COX INCOME FUND   2024-02-01 2025-04-22
217. ISHARES RUSSELL MID-CAP GROWTH   2024-12-12 2025-04-22
1. ISHARES RUSSELL MID-CAP GROWTH   2025-01-13 2025-04-22
242. ISHARES MSCI INTL QUALITY     2025-04-22
57.215 MFS EMERGING MKTS DEBT FD-R6   2019-12-31 2025-04-22
3387.754 TCW METROPOLITAN WEST   2025-01-13 2025-04-22
112.185 PIMCO INCOME FUND   2025-03-17 2025-04-22
202.938 PGIM HIGH YIELD FUND   2025-03-17 2025-04-22
117.382 T ROWE PR MID-CAP VALUE-I     2025-04-22
735.043 T ROWE PR MID-CAP VALUE-I   2023-11-08 2025-04-22
28.454 AMG RR SM CAP VAL-I   2025-03-17 2025-05-30
271.347 AMG RR SM CAP VAL-I   2022-09-09 2025-05-30
4821.366 BAIRD AGGREGATE BOND FUND     2025-05-30
4629.646 BAIRD AGGREGATE BOND FUND     2025-05-30
913.347 BARON SMALL CAP FUND     2025-05-30
375. DIMENSIONAL INTERNATIONAL VA     2025-05-30
688. DIMENSIONAL INTERNATIONAL VA   2024-04-01 2025-05-30
2861.736 DOUBLELINE TOTAL RETURN BOND     2025-05-30
3359.127 DOUBLELINE TOTAL RETURN BOND   2023-07-10 2025-05-30
574.254 WCM FOCUSED INTL GROWTH-INS     2025-05-30
196. ISHARES CORE S&P 500     2025-05-30
436. ISHARES CORE MSCI EAFE ETF   2025-04-22 2025-05-30
474. ISHARES CORE MSCI EMERGING     2025-05-30
706.476 PIMCO INCOME FUND     2025-05-30
2459.095 PIMCO INCOME FUND     2025-05-30
907.34 PRINCIPAL MIDCAP FUND-R6     2025-05-30
7670.548 VANGUARD TOTAL BD MKT INDX 584   2025-04-22 2025-06-02
4564.923 VANGUARD TOTAL BD MKT INDX 584     2025-06-02
7. AVANTIS US LARGE CAP VALUE   2025-05-30 2025-08-26
11028.357 BLACKROCK TOTAL RETURN-I   2025-05-30 2025-08-26
22. DIMENSIONAL INTERNATIONAL VA   2025-01-13 2025-08-26
7. DIMENSIONAL INTERNATIONAL VA   2024-08-01 2025-08-26
1618.473 DOUBLELINE TOTAL RETURN BOND   2025-01-13 2025-08-26
4531.473 DOUBLELINE TOTAL RETURN BOND     2025-08-26
53. ISHARES CORE S&P 500   2025-04-22 2025-08-26
70.7 LONGLEAF PARTNERS FDS TR   2025-05-30 2025-08-26
2087.652 MFS EMERGING MKTS DEBT FD-R6     2025-08-26
548.754 MFS EMERGING MKTS DEBT FD-R6     2025-08-26
8452.888 PGIM HIGH YIELD FUND     2025-08-26
7373.141 ALLSPRING CORE BOND FUND   2025-05-30 2025-08-26
27. WISDOMTREE U.S. QUALITY DIVI   2025-05-30 2025-08-26
2073.502 LONGLEAF PARTNERS FDS TR   2025-05-30 2025-09-03
416. AVANTIS US LARGE CAP VALUE   2025-05-30 2025-09-23
1318.854 SEAFARER OVERSEAS GROWTH &     2025-09-23
2140.346 SEAFARER OVERSEAS GROWTH &     2025-09-23
1186.572 WCM FOCUSED INTL GROWTH-INS     2025-09-23
644. ISHARES MSCI INTL QUALITY   2025-05-30 2025-09-23
828. ISHARES MSCI INTL QUALITY     2025-09-23
96. WISDOMTREE U.S. QUALITY DIVI     2025-09-23
657. WISDOMTREE U.S. QUALITY DIVI   2020-11-12 2025-09-23
152. DIMENSIONAL INTERNATIONAL VA   2025-09-23 2025-12-17
208.596 DODGE & COX INCOME FUND     2025-12-17
6. ISHARES CORE S&P 500   2025-04-22 2025-12-17
32. ISHARES CORE S&P 500   2023-07-10 2025-12-17
164.604 PRUDENTIAL TOTAL RETURN BOND   2025-09-23 2025-12-17
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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(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 3,289   3,414 -125
b 20,913   21,706 -793
c 4,309   4,644 -335
d 4,594   5,691 -1,097
e 1,689   1,718 -29
25,758   28,218 -2,460
42,430   44,900 -2,470
6,855   7,182 -327
36,386   27,601 8,785
147   151 -4
5,714   7,192 -1,478
4,054   4,205 -151
6,610   6,674 -64
1,041   1,109 -68
       
18,265   18,567 -302
6,382   7,697 -1,315
1,092   1,247 -155
6,206   6,155 51
28,469   28,308 161
1,823   1,881 -58
1,205   1,484 -279
1,441   1,537 -96
7,018   7,835 -817
2,404   2,182 222
4,633   4,274 359
4,542   5,607 -1,065
256   252 4
18,148   16,316 1,832
7,914   8,367 -453
27,984   27,431 553
661   651 10
6,658   7,070 -412
10,187   7,744 2,443
16,082   18,171 -2,089
29,897   36,461 -6,564
6,568   8,212 -1,644
1,484   1,539 -55
27,642   28,170 -528
329   336 -7
24,318   29,315 -4,997
112   126 -14
9,709   8,753 956
672   852 -180
34,724   34,521 203
1,181   1,200 -19
950   972 -22
3,307   3,759 -452
20,706   21,324 -618
446   448 -2
4,252   3,951 301
46,912   47,641 -729
45,046   48,234 -3,188
28,962   31,552 -2,590
15,835   14,929 906
29,052   25,169 3,883
25,012   25,603 -591
29,359   29,292 67
15,017   14,805 212
116,036   111,716 4,320
35,972   33,360 2,612
26,894   24,054 2,840
7,503   7,554 -51
26,116   25,512 604
41,656   40,489 1,167
73,100   73,024 76
43,504   43,061 443
499   460 39
109,732   107,747 1,985
1,001   775 226
318   253 65
14,388   13,903 485
40,285   38,926 1,359
34,225   27,942 6,283
1,270   1,184 86
25,803   25,376 427
6,783   7,362 -579
41,335   40,476 859
81,916   80,810 1,106
2,352   2,181 171
37,261   34,731 2,530
30,188   27,327 2,861
18,952   16,491 2,461
30,757   30,291 466
32,690   29,372 3,318
28,448   27,567 881
36,576   28,705 7,871
8,589   7,687 902
58,778   33,868 24,910
7,484   7,045 439
2,701   2,690 11
4,080   3,163 917
21,758   14,101 7,657
2,003   2,007 -4
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
      10,682
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       -125
b       -793
c       -335
d       -1,097
e       -29
      -2,460
      -2,470
      -327
      8,785
      -4
      -1,478
      -151
      -64
      -68
       
      -302
      -1,315
      -155
      51
      161
      -58
      -279
      -96
      -817
      222
      359
      -1,065
      4
      1,832
      -453
      553
      10
      -412
      2,443
      -2,089
      -6,564
      -1,644
      -55
      -528
      -7
      -4,997
      -14
      956
      -180
      203
      -19
      -22
      -452
      -618
      -2
      301
      -729
      -3,188
      -2,590
      906
      3,883
      -591
      67
      212
      4,320
      2,612
      2,840
      -51
      604
      1,167
      76
      443
      39
      1,985
      226
      65
      485
      1,359
      6,283
      86
      427
      -579
      859
      1,106
      171
      2,530
      2,861
      2,461
      466
      3,318
      881
      7,871
      902
      24,910
      439
      11
      917
      7,657
      -4
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 72,731
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 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 1,386
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 1,386
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 1,386
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 1,413
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,413
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 27
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax27 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
OH
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 .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
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 2025 or the taxable year beginning in 2025? 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 addressN/A
14
The books are in care ofPNC BANK NA Telephone no. (412) 209-4802

Located at500 FIRST AVE P7-PFSC-03-ZPITTSBURGHPA ZIP+415219
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
PNC BANK N A TRUSTEE
1 		25,997    
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
1,816,575
b
Average of monthly cash balances.......................
1b
46,516
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
1,863,091
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
1,863,091
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
27,946
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,835,145
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
91,757
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
91,757
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
1,386
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,386
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
90,371
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
90,371
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
90,371
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, line 26, column (d) ..........
1a
94,642
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
94,642
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 90,371
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 16,791
b From 2021...... 5,738
c From 2022...... 28,600
d From 2023...... 16,094
e From 2024...... 0
f Total of lines 3a through e ........ 67,223
4Qualifying distributions for 2025 from Part
XI, line 4: $ 94,642
a Applied to 2024, 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 2025 distributable amount..... 90,371
e Remaining amount distributed out of corpus 4,271
5 Excess distributions carryover applied to 2025. 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 71,494
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		16,791
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		54,703
10 Analysis of line 9:
a Excess from 2021 .... 5,738
b Excess from 2022 .... 28,600
c Excess from 2023 .... 16,094
d Excess from 2024 .... 0
e Excess from 2025 .... 4,271
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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

SHRINERS HOSPITALS FOR CHILDREN

POST OFFICE BOX 31356
TAMPA,FL33612 		NONE   GENERAL SUPPORT 89,243
Total ................................. 3a 89,243
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 48,800  
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 72,731  
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) ..   121,531  
13Total. Add line 12, columns (b), (d), and (e)..................
13
121,531
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 ExplnOfNonFilingWithAGStmt
Name:
EARL S & MARY L JONES CHARITABLE FDN
EIN:
34-1893799
Statement:
The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.

TY 2025 InvestmentsOtherSchedule2
Name:
EARL S & MARY L JONES CHARITABLE FDN
EIN:
34-1893799
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
461418444 WCM FOCUSED INTL GRO AT COST 36,757 39,109
464287200 ISHARES CORE S&P 500 AT COST 279,642 715,762
552746364 MFS EMERGING MKTS DE      
97717X669 WISDOMTREE U.S. QUAL      
057071854 BAIRD AGGREGATE BOND      
317609295 SEAFARER OVERSEAS GR      
00171A852 AMG RR SM CAP VAL-I AT COST 20,778 21,477
89154M702 TOUCHSTONE SANDS EM AT COST 44,757 47,311
00770X675 PZENA EMERG MKTS VAL AT COST 41,987 48,584
256210105 DODGE & COX INCOME F AT COST 155,321 160,006
258620566 DOUBLELINE TOTAL RET      
46432F339 ISHARES MSCI USA QUA      
46434V456 ISHARES MSCI INTL QU      
72201F490 PIMCO INCOME FUND CL      
77957Y403 T ROWE PR MID-CAP VA      
921937603 VANGUARD TOTAL BD MK      
04314H576 ARTISAN INTL SM/MID-      
068278803 BARON SMALL CAP FUND      
09260B630 BLACKROCK HIGH YIELD      
25434V807 DIMENSIONAL INTERNAT AT COST 70,075 86,327
256206103 DODGE & COX INTERNAT      
464287481 ISHARES RUSSELL MID-      
66538H880 MOERUS WORLDWIDE VAL      
74256W584 PRINCIPAL MIDCAP FUN AT COST 29,917 29,469
025072349 AVANTIS US LARGE CAP AT COST 30,677 35,385
02631W607 AMER FND MULTI-SEC I AT COST 84,490 84,490
092528603 ISHARES FLEXIBLE INC AT COST 59,172 58,839
37954Y632 GLOBAL X ART INTEL & AT COST 89,262 91,395
411512460 HARBOR MID CAP VALUE AT COST 22,447 24,162
46138E800 INVESCO CHINA TECHNO AT COST 47,222 43,316
46429B267 ISHARES U S TREASURY AT COST 104,487 105,524
46435G326 ISHARES CORE MSCI DE AT COST 74,220 79,346
52107V229 LAZARD INTL QLTY GRW AT COST 43,400 40,977
589619824 MERIDIAN SMALL CAP G AT COST 22,447 22,738
74440B884 PRUDENTIAL TOTAL RET AT COST 131,816 132,903

TY 2025 OtherDecreasesSchedule
Name:
EARL S & MARY L JONES CHARITABLE FDN
EIN:
34-1893799
Description Amount
ROC ON CY SALES 4
PY RETURN OF CAPITAL ADJUSTMENT 13


TY 2025 OtherExpensesSchedule
Name:
EARL S & MARY L JONES CHARITABLE FDN
EIN:
34-1893799
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING FEES 200 0   200


TY 2025 OtherIncreasesSchedule
Name:
EARL S & MARY L JONES CHARITABLE FDN
EIN:
34-1893799
Description Amount
MUTUAL FUND TIMING ADJ 188
ROUNDING 9


TY 2025 TaxesSchedule
Name:
EARL S & MARY L JONES CHARITABLE FDN
EIN:
34-1893799
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 549 549   0
FEDERAL TAX PAYMENT - PRIOR YE 974 0   0
FEDERAL ESTIMATES - PRINCIPAL 1,413 0   0
FOREIGN TAXES ON NONQUALIFIED 286 286   0