2026-05-15T10:20:51-05:00 2025-12-31 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990PF 2025-01-01 222779738 ROBERT K & A JOYCE JONES FOUNDATION JONE 8022971329 CO TIM JONES 603 1ST AVE STE 1B RARITAN NJ 08869 TIMOTHY JONES DIRECTOR 8022971329 2026-05-13 1 JOSEPH R BODAN TAX PARTNER P00365043 9143818900 2026-05-13 2025 2025-03-06 01:10:19Z X 1916410 X X 772 772 66217 66217 67399 171877 67399 134388 134388 0 0 0 10240 5120 5120 1760 1760 0 12000 6880 5120 95000 95000 107000 6880 100120 27388 127508 1424649 1452037 1916410 1424649 1452037 1916410 0 0 X 0 0 0 0 1424649 1452037 1424649 1452037 1424649 1452037 1424649 27388 0 1452037 0 1452037 GS TAX-ADVANTAGED GLOBAL EQUITY 2024-12-06 2025-10-20 14951 13131 1820 1820 GS U.S. EQUITY DIVIDEND AND PREMIUM FUND 2024-12-12 2025-10-20 29100 26862 2238 2238 GS U.S. EQUITY DIVIDEND AND PREMIUM FUND 2025-06-27 2025-10-20 1947 1819 128 128 GS U.S. EQUITY DIVIDEND AND PREMIUM FUND 2025-09-29 2025-10-20 1953 1933 20 20 GS HIGH YIELD FLOATING RATE FUND 2013-12-23 2025-06-10 5000 5000 0 0 GS HIGH YIELD FLOATING RATE FUND 2013-12-23 2025-10-20 33000 37927 -4927 -4927 GS TAX-ADVANTAGED GLOBAL EQUITY 2017-08-04 2025-10-20 19049 9719 9330 9330 GS TAX-ADVANTAGED GLOBAL EQUITY 2017-08-04 2025-11-25 16000 8087 7913 7913 CAPITAL GAINS DIVIDENDS P 50877 50877 50877 67399 1772 0 1772 0 1772 1520 0 0 0 1520 0 252 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A TIMOTHY JONES 8022971329 603 1ST AVE STE 1B RARITAN NJ 08869 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GAIL KOEHN 603 FIRST AVE RARITAN NJ 08869 DIRECTOR 1.00 0 0 0 TIMOTHY E JONES 603 FIRST AVE RARITAN NJ 08869 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 1871070 0 0 1871070 0 0 1871070 28066 1843004 92150 92150 1772 1772 90378 0 90378 0 90378 100120 0 100120 90378 0 0 17900 6588 9748 7482 5788 47506 100120 0 0 0 90378 9742 0 0 57248 0 0 0 0 0 0 17900 39348 6588 9748 7482 5788 9742 X AMERICAN INDIAN COLLEGE FUND 8333 GREENWOOD BLVD DENVER CO 80221 NONE PC TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION 8000 APPALACIAN TRAIL CONSERVANCY 4 EAST 1ST STREET BOILING SPRINGS PA 17007 NONE PC TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION 300 BOY SCOUTS OF AMERICA PO BOX 152079 IRVING TX 75015 NONE PC TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION 1000 BOYS AND GIRLS CLUB 1275 PEACHTREE ST NE ATLANTA GA 30309 NONE PC TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION 4000 CATAMOUNT TRAIL ASSOCIATION 1 MILL STREET 350 BURLINGTON VT 05401 NONE PC TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION 1000 CHAPEL OF THE SNOWS PO BOX 367 STRATTON MOUNTAIN VT 05155 NONE PC TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION 1000 CORNELL LAB OF ORINTHOLOGY 159 SAPSUCKER WOODS RD ITHACA NY 14850 NONE PC TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION 250 COVENANT HOUSE 55010TH AVE NEW YORK NY 10018 NONE PC TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION 6000 DENVER ZOOOLOICAL SOCIETY 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ORGANIZATION 1000 SOUTHERN VERMONT ARTS CENTER 930 SO VERMONT ARTS CTR DRIVE MANCHESTER VT 05254 NONE PC TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION 500 SPECIAL OLYMPICS 410 17TH STREET DENVER CO 80202 NONE PC TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATIONTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION 2000 STRATTON MOUNTAIN VOLUNTEER FIRE 5 BRAZERS WAY STRATTON MOUNTAIN VT 05155 NONE PC TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION 1000 THE STRATTON FOUNDATION PO BOX 523 STRATTON MOUNTAIN VT 05155 NONE PC TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION 2000 TYLER E JONES ART SCHOLARSHIP FUND 603 1ST AVE RARITAN NJ 08869 NONE PC TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION 11000 VERMONT CENTER FOR ECOSTUDIES PO BOX 420 NORWICH VT 05055 NONE PC TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION 3000 WINHALL FIRE DEPARTMENT 115 VERMONT RTE BONDVILLE VT 05340 NONE PC TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION 1000 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