2025-11-14T10:54:44-06:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 208067676 The Kirby-Jones Foundation % Foundation Source KIRB 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Blake W Jones President 8008391754 2025-11-11 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 42766544 X 1357000 228864 228864 1546126 1546126 593678 2746334 593678 375415 394557 4101083 2763225 0 1136 1136 0 0 43465 0 0 43465 71482 71482 29417 117 8980 2734 6245 201654 85653 102949 356134 161122 0 152659 1325000 1325000 1681134 161122 0 1477659 2419949 2602103 0 7400738 4351242 4351242 24407 31081 24407 24407 475722 252761 266136 24073976 28408506 31752015 250000 1030000 1030000 4327542 4912092 5342744 36559059 38979008 42766544 0 0 X 36559059 38979008 36559059 38979008 36559059 38979008 36559059 2419949 38979008 38979008 Publicly-traded Securities 2746334 2117818 628516 628516 Passthrough K1 Capital Gain/(Loss) -34838 593678 36169 36169 36169 19768 0 17100 36868 X 3 696 696 false false false false false false false true true CA DE true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 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 Suite 302 Fairfield CT 06824 Administrative 94425 30995646 5391149 6062232 42449027 0 42449027 636735 41812292 2090615 2090615 36169 36169 2054446 2054446 2054446 1477659 0 0 0 0 1477659 2054446 324481 1477659 324481 1153178 0 0 901268 0 0 NONE X AGRARIAN INSTITUTE 3575 TRIESTE DR CARLSBAD CA 92010 N/A PC General & Unrestricted 15000 AHA ATTITUDE HARMONY ACHIEVEMENT 923 OLIVE ST STE 5 SANTA BARBARA CA 93101 N/A PC General & Unrestricted 5000 APPLES TO ZUCCHINI COOKING SCHOOL PO BOX 30912 SANTA BARBARA CA 93130 N/A PC General & Unrestricted 20000 BOYS & GIRLS CLUBS OF PASADENA 3230 E DEL MAR BLVD PASADENA CA 91107 N/A PC General & Unrestricted 25000 CANCER FOUNDATION OF SANTA BARBARA 601 W JUNIPERO ST SANTA BARBARA CA 93105 N/A PC General & Unrestricted 20000 CASA DEL HERRERO 1387 E VALLEY RD SANTA BARBARA CA 93108 N/A PC General & Unrestricted 27500 CATE SCHOOL PO BOX 5005 CARPINTERIA CA 93014 N/A PC the Frank Griffen classroom 25000 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 CHANNEL ISLANDS YOUNG MENS CHRISTIAN ASSOCIATION 1180 EUGENIA PL STE 104 CARPINTERIA CA 93013 N/A PC Montecito Family YMCA 20000 COASTAL RANCHES CONSERVANCY 68 HOLLISTER RANCH RD GAVIOTA CA 93117 N/A PC the Hollister Ranch Conservancy 25000 COMMUNITY ENVIRONMENTAL COUNCIL INC PO BOX 90660 SANTA BARBARA CA 93190 N/A PC General & Unrestricted 5000 CREATIVE NETWERK PO BOX 22960 SANTA BARBARA CA 93121 N/A PC General & Unrestricted 20000 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 15000 DOGPAC 876 NIAGARA FALLS DR REDMOND OR 97756 N/A PC General & Unrestricted 5000 DYSLEXIA PROJECT 610 E VICTORIA ST SANTA BARBARA CA 93103 N/A PC General & Unrestricted 10000 ELINGS PARK FOUNDATION 1298 LAS POSITAS RD SANTA BARBARA CA 93105 N/A PC the ongoing restoration of Godric Grove 50000 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 5000 FAMILY SERVICE AGENCY OF SANTA BARBARA COUNTY 123 W GUTIERREZ ST SANTA BARBARA CA 93101 N/A PC General & Unrestricted 5000 FOODBANK OF SANTA BARBARA COUNTY 82 COROMAR DR GOLETA CA 93117 N/A PC General & Unrestricted 15000 FORMATIVE FOUNDATION PO BOX 313 GOLETA CA 93116 N/A PC General & Unrestricted 15000 FOUNDATION FOR COTTAGE REHABILITATION AND GOLETA V PO BOX 689 SANTA BARBARA CA 93102 N/A PC General & Unrestricted 10000 FRIENDSHIP ADULT DAY CARE CENTER INC 89 EUCALYPTUS LN SANTA BARBARA CA 93108 N/A PC General & Unrestricted 20000 HEAL THE OCEAN PO BOX 90106 SANTA BARBARA CA 93190 N/A PC General & Unrestricted 10000 HENRY E HUNTINGTON LIBRARY & ART GALLERY 1151 OXFORD RD SAN MARINO CA 91108 N/A PC a bench in the name of Tyrena Jones in the garden 15000 HOSPICE OF SANTA BARBARA INC 2050 ALAMEDA PADRE SERRA STE 100 SANTA BARBARA CA 93103 N/A PC General & Unrestricted 100000 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 MENTAL HEALTH ASSOCIATION IN SANTA BARBARA COUNTY 617 GARDEN ST SANTA BARBARA CA 93101 N/A PC General & Unrestricted 5000 MONTECITO COMMUNITY FOUNDATION PO BOX 5001 SANTA BARBARA CA 93150 N/A PC General & Unrestricted 20000 MONTECITO FIREFIGHTERS CHARITABLE FOUNDATION 595 SAN YSIDRO RD SANTA BARBARA CA 93108 N/A PC General & Unrestricted 10000 MONTECITO RETIREMENT ASSOCIATION 300 HOT SPRINGS RD STE 300 SANTA BARBARA CA 93108 N/A PC General & Unrestricted 20000 NATIONAL MULTIPLE SCLEROSIS SOCIETY 733 THIRD AVE NEW YORK NY 10017 N/A PC General & Unrestricted 10000 NATURE CONSERVANCY 830 S ST SACRAMENTO CA 95811 N/A PC Rising River Fund 15000 NATURE CONSERVANCY 830 S ST SACRAMENTO CA 95811 N/A PC Oceans program led by Owen Jones 5000 NATURE CONSERVANCY 830 S ST SACRAMENTO CA 95811 N/A PC Santa Cruz Island Fund 20000 NATURE CONSERVANCY 830 S ST SACRAMENTO CA 95811 N/A PC Oceans Program 100000 NBCC 530 EAST MONTECITO ST SUITE 101 SANTA BARBARA CA 93103 N/A PC General & Unrestricted 10000 NEWPORT AQUATIC CENTER 1 WHITECLIFFS DR NEWPORT BEACH CA 92660 N/A PC Cancer Ocean Adventure Camps 20000 OREGON DESERT LAND TRUST 2843 NW LOLO DR STE 200 BEND OR 97703 N/A PC General & Unrestricted 15000 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 10000 PLANNED PARENTHOOD CALIFORNIA CENTRAL COAST 518 GARDEN ST SANTA BARBARA CA 93101 N/A PC General & Unrestricted 35000 PROJECT BIG WOOD A NONPROFIT CORPORATION PO BOX 5006 KETCHUM ID 83340 N/A PC General & Unrestricted 5000 RIVER NEWE PO BOX 2255 POCATELLO ID 83206 N/A PC General & Unrestricted 15000 SANTA BARBARA AGRICULTURE AND FARM EDUCATION FOUND PO BOX 1033 SUMMERLAND CA 93067 N/A PC Building a deer fence to increase productivity of Sweet Wheel Summerland Farm 20000 SANTA BARBARA BOTANIC GARDEN INC 1212 MISSION CANYON RD SANTA BARBARA CA 93105 N/A PC General & Unrestricted 15000 SANTA BARBARA CENTER FOR THE PERFORMING ARTS INC 1214 STATE ST 6TH FLOOR SANTA BARBARA CA 93101 N/A PC Charitable Event 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 25000 SANTA BARBARA COMMUNITY YOUTH PERFORMING ARTS CENT PO BOX 21046 SANTA BARBARA CA 93121 N/A PC General & Unrestricted 20000 SANTA BARBARA COTTAGE HOSPITAL 400 W PUEBLO ST SANTA BARBARA CA 93105 N/A PC General & Unrestricted 10000 SANTA BARBARA DANCE INSTITUTE 1330 STATE ST STE 207 SANTA BARBARA CA 93101 N/A PC General & Unrestricted 15000 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 15000 SANTA BARBARA EDUCATION FOUNDATION 1528 CHAPALA ST STE 308 SANTA BARBARA CA 93101 N/A PC Mission Scholars 5000 SANTA BARBARA MUSEUM OF NATURAL HISTORY 2559 PUESTA DEL SOL SANTA BARBARA CA 93105 N/A PC General & Unrestricted 15000 SANTA BARBARA PUBLIC LIBRARY FOUNDATION 40 E ANAPAMU ST SANTA BARBARA CA 93101 N/A PC Library on the Go 10000 SANTA BARBARA RESCUE MISSION 535 E YANONALI ST SANTA BARBARA CA 93103 N/A PC General & Unrestricted 5000 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 10000 SHOWERS OF BLESSING SANTA BARBARA PO BOX 1135 GOLETA CA 93116 N/A PC General & Unrestricted 10000 STORYTELLER CHILDRENS CENTER INC 2020 ALAMEDA PADRE SERRA STE 223 SANTA BARBARA CA 93103 N/A PC General & Unrestricted 10000 SUSTAINABLE CONSERVATION 98 BATTERY ST STE 302 SAN FRANCISCO CA 94111 N/A PC General & Unrestricted 2500 THE FRIENDSHIP PADDLE 801 GARDEN ST STE 300 SANTA BARBARA CA 93101 N/A PC General & Unrestricted 10000 THE LAND TRUST FOR SANTA BARBARA COUNTY PO BOX 91830 SANTA BARBARA CA 93190 N/A PC General & Unrestricted 15000 THE NATURE CONSERVANCY OF CALIFORNIA 830 S ST SACRAMENTO CA 95811 N/A PC the Education Program on the Dangermond Preserve with natures bridge 25000 THINK WILD 62410 ERICKSON RD BEND OR 97701 N/A PC operations support and beaver and otter pond construction 25000 TROUT UNLIMITED INC PO BOX 98166 WASHINGTON DC 20090 N/A PC General & Unrestricted 5000 UC SANTA BARBARA FOUNDATION 4219 CHEADLE HALL 4TH FL SANTA BARBARA CA 93106 N/A PC the North Campus Open Space (NCOS) Endowment 25000 UC SANTA BARBARA FOUNDATION 4219 CHEADLE HALL 4TH FL SANTA BARBARA CA 93106 N/A PC Duncan's Challenge grant for the North Campus open space project run by Lisa Stratton 75000 UC SANTA BARBARA FOUNDATION 4219 CHEADLE HALL 4TH FL SANTA BARBARA CA 93106 N/A PC the Rob Rebstock Endowed Scholars Fund 25000 VNA HEALTH 509 E MONTECITO ST STE 200 SANTA BARBARA CA 93103 N/A PC General & Unrestricted 10000 WHITE BUFFALO LAND TRUST PO BOX 5100 SANTA BARBARA CA 93150 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 15000 WILDERNESS YOUTH PROJECT INCORPORATED 2040 ALAMEDA PADRE SERRA STE 224 SANTA BARBARA CA 93103 N/A PC Outdoor program led by Owen Jones 5000 1325000 14 228864 14 1546126 18 593678 K-1 Inc/Loss 525990 -19144 14 343018 Federal Tax Refund 01 2 INTEREST INCOME FROM NOTES 14 51539 -19144 2763227 2744083 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 1357000 X X 1 BUTTONWILLOW ROAD CIRCUIT LP 0 2024-01-01 Audit Fees 43465 43465 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 68447 59544 AIRBNB 76387 68990 ALBERTSONS COMPANIES INC 62863 56465 AMERICAN FUNDS BOND FUND OF AM 926960 815694 AMERICAN FUNDS CAPITAL INCOME 1503905 1702718 AMERICAN FUNDS EUROPACIFIC GRO 773639 830497 AMERICAN FUNDS GROWTH FUND OF 2491831 3325789 AMERICAN FUNDS INCOME FUND OF 1608863 1708452 AMERICAN FUNDS STRATEGIC BOND 920540 813068 BERKLEY W R CP 52944 63202 BLOCK INC 27473 33996 BURLINGTON STORES, INC 25577 37058 CAPITAL WORLD GROWTH AND INCOM 2338478 2912803 CENTENE CORP 35144 28776 DELL TECHNOLOGIES INC CLASS C 32928 25353 DEXCOM, INC 56826 40829 EOG RESOURCES INC 77876 82742 EVEREST GROUP, LTD 51607 50744 FLOOR AND DECOR HOLDINGS 65455 55334 FORTINET INC 93497 136996 GEAR 37099 37499 HCA INC 81957 82541 INTAPP INC 46664 83317 INTUITIVE SURGICAL 33884 52196 ISHARES BARCLAYS US AGGREGATE 87579 84788 ISHARES TRUST MSCI EAFE INDEX 111882 109635 KRAFT HEINZ CO 65900 54510 MARKETAXESS HOLDINGS, INC 70315 73463 MGM RESORTS INTERNATIONAL 87416 71033 MONGODB INC CL A 94624 58203 MSCI INC 56575 66001 NETFLIX INC 57056 75762 NEW WORLD FUND CLASS F3 745416 853298 OKTA INC 40310 41370 PALO ALTO NETWORKS INC 78646 100078 PAYLOCITY CORP 107220 129656 POPLAR FOREST CORNERSTONE FUND 8528855 9171597 PROGRESSIVE CORP OHIO 57677 94646 RAPID7 INCORPORATED 122569 104598 SELECTIVE INS GROUP INC 44173 40681 SERVICE NOW 73974 113433 SHORT-TERM BOND FUND OF AMERIC 836483 821933 SKYWARD SPECIALTY INSURANCE 39429 53067 SKYWORKS SOLUTIONS, INC 55730 49217 SMALLCAP WORLD FUND CL F3 750402 819535 SMARTSHEET INC 90268 112060 STEEL DYNAMICS INC 51875 45628 STMICROELECTRONICS 94638 53436 STRIDE ORD SHS 19180 18188 TRADEWEB MARKETS INC 77288 109318 U.S. GOVERNMENT SECURITIES FUN 897880 814329 VALERO ENERGY CORP 20837 17163 VANGUARD FTSE EMERGING MARKETS 63374 68262 VANGUARD S&P 500 ETF 925429 1058762 VANGUARD SMALL CAP VALUE INDEX 111520 128172 WASHINGTON MUTUAL INVESTORS FU 2221411 2956607 WILLIAMS SONOMA INC 35043 55554 WORKDAY INC 94929 98051 WORKIVA INC 101759 125378 252761 266136 200 JIBBOOM FIRST MORTGAGE INV 749999 750000 BUTTONWILLOW ROAD CIRCUIT LP FFL INDIVIDUAL PARTNERS V, L.P 633908 1038922 GREENLAKE REAL ESTATE FUND LLC 2565347 2565348 OLD WEST INVESTMENT PARTNERS, 248210 262283 OLD WEST OPPORTUNITY FUND, L.P 714628 726191 General Consultations 1136 1136 Administrative Fees 94425 94425 Indemnification Insurance 7626 7626 K-1 Exp FFL INDIVIDUAL PARTNER 41694 28642 K-1 Exp GREENLAKE REAL ESTATE 25861 25861 K-1 Exp INVESCO DB COMMODITY I 6 6 K-1 Exp OLD WEST INVESTMENT PA 7844 7844 K-1 Exp OLD WEST OPPORTUNITY F 23300 23300 Postage/Delivery Service 48 48 State or Local Filing Fees 850 850 K-1 Inc/Loss 200 JIBBOOM FIRST MORTGAGE INVESTOR 59586 59586 K-1 Inc/Loss FFL INDIVIDUAL PARTNERS V, L.P -15198 3946 K-1 Inc/Loss GREENLAKE REAL ESTATE FUND LLC ("GRE 258598 258598 K-1 Inc/Loss INVESCO DB COMMODITY INDEX TRACKING 39 39 K-1 Inc/Loss OLD WEST INVESTMENT PARTNERS, L.P 7278 7278 K-1 Inc/Loss OLD WEST OPPORTUNITY FUND, L.P 13571 13571 Federal Tax Refund 2 Interest Income from Notes 51539 51539 Investment Management Services 71482 71482 990-PF Estimated Tax for 2024 19000 990-PF Extension for 2023 10300 Foreign Tax Paid 117 117