2024-11-13T12:19:56-06:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 208067676 The Kirby-Jones Foundation % Foundation Source KIRB 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 blake jones president 8008391754 2024-11-12 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-10-15 13:58:12Z X 39456285 X 1500052 335662 335662 988437 988437 131146 507819 131146 351999 366966 3307296 1822211 0 7008 0 0 7008 51724 51724 10108 208 17499 17224 276 168905 69711 89531 255244 138867 0 96815 795000 795000 1050244 138867 0 891815 2257052 1683344 8156431 7400738 7400738 31081 31081 31081 509880 475722 486575 21238878 24073976 26599553 129059 250000 250000 4267759 4327542 4688338 34302007 36559059 39456285 0 0 X 34302007 36559059 34302007 36559059 34302007 36559059 34302007 2257052 36559059 36559059 Publicly-traded Securities 507819 376542 131277 131277 Passthrough K1 Capital Gain/(Loss) -131 131146 23398 23398 23398 13866 0 10300 24166 X 0 768 768 false false false false false false false true true CA DE true false false false false true Foundation Source 8008391754 55 WALLS DRIVE FL 3 Fairfield CT 06824 false false false false true false false false false false false false false false false false false false false false false false Brynn K Crowe Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 Charles Crowe Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Emily Field Jones Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 CLARENCE E FRANCIS Foundation Source 501 Silverside Rd Wilmington DE 198091377 Sec 1.0 0 0 0 Blake Jones Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 1.0 0 0 0 William K Jones Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Treas 3.0 0 0 0 Foundation Source 55 Walls Drive 3rd Fl Fairfield CT 06824 Administrative 86809 25153078 7512329 4879608 37545015 0 37545015 563175 36981840 1849092 1849092 23398 23398 1825694 1825694 1825694 891815 0 0 0 0 891815 1825694 2021 2020 2019 146314 134819 328265 609398 891815 891815 0 609398 609398 324481 NONE X 1000 FRIENDS OF OREGON 133 SW 2ND AVE STE 201 PORTLAND OR 97204 N/A PC General & Unrestricted 5000 ACHIEVE TAHOE PO BOX 8339 TRUCKEE CA 96162 N/A PC General & Unrestricted 10000 AHA ATTITUDE HARMONY ACHIEVEMENT 1209 DE LA VINA ST SANTA BARBARA CA 93101 N/A PC General & Unrestricted 5000 AMERICAN WILD HORSE PRESERVATION CAMPAIGN 216 F ST 131 DAVIS CA 95616 N/A PC Ambassador Awareness Events FUND 20000 ANGELS FOSTER CARE OF SANTA BARBARA 3905 STATE ST 7-115 SANTA BARBARA CA 93105 N/A PC General & Unrestricted 2500 ASPEN VALLEY HOSPITAL FOUNDATION 0401 CASTLE CREEK RD ASPEN CO 81611 N/A PC General & Unrestricted 15000 BEST FRIENDS ANIMAL SOCIETY 5001 ANGEL CANYON RD KANAB UT 84741 N/A PC General & Unrestricted 5000 BOYS & GIRLS CLUBS OF PASADENA 3230 E DEL MAR BLVD PASADENA CA 91107 N/A PC General & Unrestricted 10000 CASA DEL HERRERO 1387 E VALLEY RD SANTA BARBARA CA 93108 N/A PC General & Unrestricted 15000 CATE SCHOOL PO BOX 5005 CARPINTERIA CA 93014 N/A PC General & Unrestricted 10000 CENTRAL OREGON LANDWATCH 2843 NW LOLO DR STE 200 BEND OR 97703 N/A PC General & Unrestricted 10000 CENTRAL OREGON TRAIL ALLIANCE PO BOX 555 BEND OR 97709 N/A PC General & Unrestricted 5000 COASTAL RANCHES CONSERVANCY 68 HOLLISTER RANCH RD GAVIOTA CA 93117 N/A PC the Hollister Ranch Shoreline Preserve fund 10000 COMMUNITY ENVIRONMENTAL COUNCIL INC 1219 STATE ST STE A SANTA BARBARA CA 93101 N/A PC General & Unrestricted 5000 CREATIVE NETWERK PO BOX 22960 SANTA BARBARA CA 93121 N/A PC General & Unrestricted 10000 DESCHUTES BASIN LAND TRUST 210 NW IRVING AVE STE 102 BEND OR 97703 N/A PC General & Unrestricted 10000 DESCHUTES RIVER ALLIANCE 5520 S MACADAM AVE STE 200 PORTLAND OR 97239 N/A PC General & Unrestricted 20000 DOGPAC PO BOX 2091 BEND OR 97709 N/A PC General & Unrestricted 5000 DOS PUEBLOS ENGINEERING ACADEMY FOUNDATION PO BOX 313 GOLETA CA 93116 N/A PC General & Unrestricted 5000 DYSLEXIA PROJECT 610 E VICTORIA ST SANTA BARBARA CA 93103 N/A PC General & Unrestricted 22000 EXPLORE ECOLOGY 302 E COTA ST SANTA BARBARA CA 93101 N/A PC General & Unrestricted 5000 FALLEN WATERMANS FOUNDATION 930 TAHOE BLVD STE 802-164 INCLINE VILLAGE NV 89451 N/A PC General & Unrestricted 10000 FIRST DESCENTS 621 KALAMATH ST STE 175 DENVER CO 80204 N/A PC General & Unrestricted 3000 FIRST DESCENTS 621 KALAMATH ST STE 175 DENVER CO 80204 N/A PC Charitable Event 3000 FOODBANK OF SANTA BARBARA COUNTY 4554 HOLLISTER AVE SANTA BARBARA CA 93110 N/A PC General & Unrestricted 5000 FOUNDATION FOR COTTAGE REHABILITATION AND GOLETA V PO BOX 689 SANTA BARBARA CA 93102 N/A PC General & Unrestricted 10000 GWENDOLYN STRONG FOUNDATION 27 W ANAPAMU ST 177 SANTA BARBARA CA 93101 N/A PC General & Unrestricted 5000 HEAL THE OCEAN PO BOX 90106 SANTA BARBARA CA 93190 N/A PC General & Unrestricted 15000 HOSPICE OF SANTA BARBARA INC 2050 ALAMEDA PADRE SERRA STE 100 SANTA BARBARA CA 93103 N/A PC General & Unrestricted 17000 LA REINA HIGH SCHOOL 106 W JANSS ROAD THOUSAND OAKS CA 91360 N/A PC General & Unrestricted 10000 LAS MADRINAS 4650 W SUNSET BLVD MSC 4 LOS ANGELES CA 90027 N/A PC General & Unrestricted 10000 LOBERO THEATRE FOUNDATION 33 E CANON PERDIDO ST SANTA BARBARA CA 93101 N/A PC General & Unrestricted 10000 MARINE WATCHDOGS 6 HARBOR WAY SANTA BARBARA CA 93109 N/A PC General & Unrestricted 5000 NATURE CONSERVANCY 830 S ST SACRAMENTO CA 95811 N/A PC General & Unrestricted 7500 NATURE CONSERVANCY 830 S ST SACRAMENTO CA 95811 N/A PC Coral Reef Restoration FUND lead by Tom Dempsey 100000 NATURE CONSERVANCY 830 S ST SACRAMENTO CA 95811 N/A PC Santa Cruz Island fund 20000 NATURE TRACK FOUNDATION PO BOX 953 LOS OLIVOS CA 93441 N/A PC General & Unrestricted 5000 OREGON DESERT LAND TRUST 2843 NW LOLO DR STE 200 BEND OR 97703 N/A PC General & Unrestricted 10000 OREGON NATURAL DESERT ASSOCIATION INC 50 SW BOND ST STE 4 BEND OR 97702 N/A PC General & Unrestricted 10000 PACIFIC LEGAL FOUNDATION 555 CAPITOL MALL STE 1290 SACRAMENTO CA 95814 N/A PC General & Unrestricted 25000 PARKS AND RECREATION COMMUNITY FOUNDATION PO BOX 91742 SANTA BARBARA CA 93190 N/A PC FOEBA at East Beach in Santa Barbara 5000 PLANNED PARENTHOOD CALIFORNIA CENTRAL COAST 518 GARDEN ST SANTA BARBARA CA 93101 N/A PC General & Unrestricted 10000 SANTA BARBARA BOTANIC GARDEN INC 1212 MISSION CANYON RD SANTA BARBARA CA 93105 N/A PC General & Unrestricted 10000 SANTA BARBARA CENTER FOR THE PERFORMING ARTS INC 1214 STATE ST 6TH FLOOR SANTA BARBARA CA 93101 N/A PC General & Unrestricted 10000 SANTA BARBARA CHANNELKEEPER 714 BOND AVE SANTA BARBARA CA 93103 N/A PC General & Unrestricted 5000 SANTA BARBARA COMMUNITY YOUTH PERFORMING ARTS CENT PO BOX 21046 SANTA BARBARA CA 93121 N/A PC General & Unrestricted 10000 SANTA BARBARA COTTAGE HOSPITAL FOUNDATION PO BOX 689 PUEBLO AT BATH ST SANTA BARBARA CA 93102 N/A PC General & Unrestricted 20000 SANTA BARBARA DANCE INSTITUTE 1330 STATE ST STE 207 SANTA BARBARA CA 93101 N/A PC General & Unrestricted 10000 SANTA BARBARA EDUCATION FOUNDATION 1528 CHAPALA ST STE 308 SANTA BARBARA CA 93101 N/A PC General & Unrestricted 5000 SANTA BARBARA EDUCATION FOUNDATION 1528 CHAPALA ST STE 308 SANTA BARBARA CA 93101 N/A PC Mission Scholars fund 10000 SANTA BARBARA MUSEUM OF NATURAL HISTORY 2559 PUESTA DEL SOL SANTA BARBARA CA 93105 N/A PC General & Unrestricted 10000 SCHOLARSHIP FOUNDATION OF SANTA BARBARA PO BOX 3620 SANTA BARBARA CA 93130 N/A PC General & Unrestricted 10000 SHELTER BOX USA PO BOX 5055 SANTA BARBARA CA 93150 N/A PC General & Unrestricted 5000 SHOWERS OF BLESSING SANTA BARBARA PO BOX 1135 GOLETA CA 93116 N/A PC General & Unrestricted 5000 STORYTELLER CHILDRENS CENTER INC 2115 STATE ST SANTA BARBARA CA 93105 N/A PC General & Unrestricted 15000 THE LAND TRUST FOR SANTA BARBARA COUNTY PO BOX 91830 SANTA BARBARA CA 93190 N/A PC General & Unrestricted 10000 THE NATURE CONSERVANCY OF CALIFORNIA 830 S ST SACRAMENTO CA 95811 N/A PC Environmental Education fund with NatureBridge at the Dangermond Preserve on Pt. Conception 25000 TORREY PINES ASSOCIATION PO BOX 3003 DEL MAR CA 92014 N/A PC for the chair in honor of Janet Gothard 5000 TOWER THEATRE FOUNDATION INC PO BOX 1378 BEND OR 97709 N/A PC General & Unrestricted 10000 TROUT UNLIMITED PO BOX 6176 KETCHUM ID 83340 N/A PC General & Unrestricted 5000 TROUT UNLIMITED 50 SW BOND ST STE 4 BEND OR 97702 N/A PC General & Unrestricted 5000 UC SANTA BARBARA FOUNDATION 4219 CHEADLE HALL 4TH FL SANTA BARBARA CA 93106 N/A PC the UCSB Men's Tennis Team fund and the Arnold Tennis Center 60000 UNIVERSITY OF SOUTHERN CALIFORNIA 1150 S OLIVE ST 25TH FL LOS ANGELES CA 90015 N/A PC General & Unrestricted 20000 VNA HEALTH 509 E MONTECITO ST STE 200 SANTA BARBARA CA 93103 N/A PC General & Unrestricted 15000 WATER WATCH OF OREGON 213 SW ASH ST STE 208 PORTLAND OR 97204 N/A PC General & Unrestricted 5000 WILDERNESS YOUTH PROJECT INCORPORATED 2040 ALAMEDA PADRE SERRA STE 224 SANTA BARBARA CA 93103 N/A PC General & Unrestricted 10000 795000 14 335662 14 988437 18 131146 K-1 Inc/Loss 525990 -14967 14 352674 INTEREST INCOME FROM MORTGAGE LOANS 14 14292 -14967 1822211 1807244 false false false false false false false false false false X X 1 The Kirby Marital Trust 555 ST CHARLES DR STE 200 Thousand Oaks CA 91360 1500000 X Audit Fees 5764 5764 Tax Return Preparation/Review 1244 1244 FORM 990-PF FORM 990-PF One or more partnerships have provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. ACADEMY SPORTS AND OUTDOORS IN 24443 33000 AIRBNB 26941 27228 ALBERTSONS COMPANIES INC 29511 26450 AMERICAN FUNDS BOND FUND OF AM 868878 781916 AMERICAN FUNDS CAPITAL INCOME 1393178 1528066 AMERICAN FUNDS EUROPACIFIC GRO 717903 790659 AMERICAN FUNDS GROWTH FUND OF 2225745 2614391 AMERICAN FUNDS INCOME FUND OF 1473635 1510466 AMERICAN FUNDS STRATEGIC BOND 745876 662177 BERKLEY W R CP 28335 31824 BLOCK INC 45365 43316 BURLINGTON STORES, INC 25015 29172 CAPITAL WORLD GROWTH AND INCOM 2114006 2549253 CENTENE CORP 47877 44526 CIVITAS SOLUTIONS INC 28184 27352 DEXCOM, INC 16356 24818 ELEVANCE HEALTH INC 32987 30651 EOG RESOURCES INC 35411 36285 EVEREST RE GROUP LTD 14498 17679 FIDELITY CLOUD COMPUTING ETF 8441 11295 FLOOR AND DECOR HOLDINGS 29477 33468 FORTINET INC 46034 46824 HCA INC 46955 54136 INTAPP INC 21631 43723 INTUITIVE SURGICAL 9649 11808 ISHARES BARCLAYS US AGGREGATE 127615 126544 ISHARES CORE MSCI EAFE ETF 17517 21105 ISHARES CURRENCY HEDGED MSCI E 10155 9453 ISHARES TRUST RUSSELL 1000 GRO 78874 109141 KRAFT HEINZ CO 23414 24037 MARKETAXESS HOLDINGS, INC 20472 21964 MGM RESORTS INTERNATIONAL 28811 31276 MONGODB INC CL A 26439 51106 MSCI INC 14339 16970 NEW WORLD FUND CLASS F3 711773 798301 PALO ALTO NETWORKS INC 27591 51604 PAYLOCITY CORP 51544 46158 PLAYTIKA HOLDING 28142 17178 POPLAR FOREST CORNERSTONE FUND 7903282 8596444 PROGRESSIVE CORP OHIO 32678 43802 RAPID7 INCORPORATED 35087 45680 SELECTIVE INS GROUP INC 21826 27357 SERVICE NOW 26491 38857 SHORT-TERM BOND FUND OF AMERIC 733338 715678 SKYWORKS SOLUTIONS, INC 22963 28105 SMALLCAP WORLD FUND CL F3 742483 797887 SMARTSHEET INC 41787 50211 SPLUNK INC 48514 76175 SPRINKLR, INC. 31435 31304 STEEL DYNAMICS INC 7930 11810 STMICROELECTRONICS 35830 42611 TRADEWEB MARKETS INC 28360 36352 U.S. GOVERNMENT SECURITIES FUN 734139 674080 VALERO ENERGY CORP 28422 29250 VANGUARD MID-CAP INDEX FD ADMI 36912 40552 VANGUARD S&P 500 ETF 183053 218400 VANGUARD SMALL CAP VALUE INDEX 31017 34948 VANGUARD VALUE ETF 90738 97175 VISTA OUTDOORS 14223 13307 WASHINGTON MUTUAL INVESTORS FU 1936428 2477386 WILLIAMS SONOMA INC 27076 45401 WORKDAY INC 27035 48311 WORKIVA INC 29912 43150 475722 486575 200 JIBBOOM FIRST MORTGAGE INV 749999 750000 FFL INDIVIDUAL PARTNERS V, L.P 493478 842062 GREENLAKE REAL ESTATE FUND LLC 2565347 2565347 INVESCO DB COMMODITY INDEX TRA 10615 8816 OLD WEST INVESTMENT PARTNERS, 250719 256149 OLD WEST OPPORTUNITY FUND, L.P 257384 265964 Administrative Fees 86809 86809 Indemnification Insurance 2250 2250 K-1 Exp FFL INDIVIDUAL PARTNER 31607 21944 K-1 Exp GREENLAKE REAL ESTATE 28304 28304 K-1 Exp INVESCO DB COMMODITY I 77 77 K-1 Exp OLD WEST INVESTMENT PA 10146 10146 K-1 Exp OLD WEST OPPORTUNITY F 9240 9240 Postage/Delivery Service 42 42 State or Local Filing Fees 430 430 K-1 Inc/Loss 200 JIBBOOM FIRST MORTGAGE INVESTOR 59720 59720 K-1 Inc/Loss FFL INDIVIDUAL PARTNERS V, L.P -10333 4634 K-1 Inc/Loss GREENLAKE REAL ESTATE FUND LLC ("GRE 270240 270240 K-1 Inc/Loss INVESCO DB COMMODITY INDEX TRACKING 479 479 K-1 Inc/Loss OLD WEST INVESTMENT PARTNERS, L.P 10396 10396 K-1 Inc/Loss OLD WEST OPPORTUNITY FUND, L.P 7205 7205 INTEREST INCOME FROM MORTGAGE LOANS 14292 14292 Investment Management Services 51724 51724 990-PF Estimated Tax for 2023 9900 Foreign Tax Paid 208 208