Civic Intelligence

Jones Family Foundation

EIN 26-1603933 • Garden City, NY

1225 Franklin Avenue Suite 500Garden City, NY 11530
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

75th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE T21 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

75th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE T21 • <$500k nonprofits • Source year 2024

Net Margin

2nd percentile

-4531%

Higher net margin than 2% of similar nonprofits.

NTEE T21 • <$500k nonprofits • Source year 2024

Top Officer Pay

96th percentile

$0

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE T21 • <$500k nonprofits • Source year 2024

Asset Growth

37th percentile

-8.9%

Faster asset growth than 37% of similar nonprofits.

NTEE T21 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

8th percentile

-94%

Faster revenue growth than 8% of similar nonprofits.

NTEE T21 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$264,580

Down $25,792 (-8.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$264,580

Down $25,792 (-8.9%) from 2023

Operations
Liabilities / Revenue75th percentileNet Margin2nd percentile

Revenue

Down

$10,845

Down $181,753 (-94%) from 2023

Expenses

Down

$502,182

Down $88,810 (-15%) from 2023

Net Income

Down

-$491,337

Down $92,943 (-23%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2012: $2,915,399Liabilities 2012: $0Net Assets 2012: $2,915,3992012Assets 2014: $2,556,398Liabilities 2014: $0Net Assets 2014: $2,556,3982014Assets 2015: $2,726,100Liabilities 2015: $0Net Assets 2015: $2,726,1002015Assets 2016: $2,625,320Liabilities 2016: $0Net Assets 2016: $2,625,3202016Assets 2017: $1,568,089Liabilities 2017: $0Net Assets 2017: $1,568,0892017Assets 2018: $820,096Liabilities 2018: $0Net Assets 2018: $820,0962018Assets 2019: $639,862Liabilities 2019: $0Net Assets 2019: $639,8622019Assets 2020: $1,027,918Liabilities 2020: $0Net Assets 2020: $1,027,9182020Assets 2021: $708,220Liabilities 2021: $0Net Assets 2021: $708,2202021Assets 2022: $260,651Liabilities 2022: $0Net Assets 2022: $260,6512022Assets 2023: $290,372Liabilities 2023: $0Net Assets 2023: $290,3722023Assets 2024: $264,580Liabilities 2024: $0Net Assets 2024: $264,5802024

Highlighted filing

2024

Assets$264,580
Liabilities$0
Net Assets$264,580
Open 2024 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MExpenses 2012: $426,5502012Revenue 2014: $568,996Expenses 2014: $475,862Net Income 2014: $93,1342014Revenue 2015: $603,885Expenses 2015: $434,181Net Income 2015: $169,7042015Revenue 2016: $552,670Expenses 2016: $653,451Net Income 2016: -$100,7812016Revenue 2017: $1,649,161Expenses 2017: $850,122Net Income 2017: $799,0392017Revenue 2018: $223,285Expenses 2018: $1,032,959Net Income 2018: -$809,6742018Revenue 2019: $1,296,923Expenses 2019: $910,244Net Income 2019: $386,6792019Revenue 2020: $650,260Expenses 2020: $1,202,688Net Income 2020: -$552,4282020Revenue 2021: $395,295Expenses 2021: $1,390,191Net Income 2021: -$994,8962021Revenue 2022: $39,656Expenses 2022: $699,684Net Income 2022: -$660,0282022Revenue 2023: $192,598Expenses 2023: $590,992Net Income 2023: -$398,3942023Revenue 2024: $10,845Expenses 2024: $502,182Net Income 2024: -$491,3372024

Highlighted filing

2024

Revenue$10,845
Expenses$502,182
Net Income-$491,337
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$264,580
Liabilities
$0
Net assets
$264,580
Revenue
$10,845
Expenses
$502,182
Net income
-$491,337
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.01$0.50$0.49
2023Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.19$0.59$0.40
2022Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.04$0.70$0.66
2021Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.40$1.39$0.99
2020Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.65$1.20$0.55
2019Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$1.30$0.91$0.39
2018Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.22$1.03$0.81
2017Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$1.65$0.85$0.80
2016Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.55$0.65$0.10
2015Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.60$0.43$0.17
2014Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.57$0.48$0.09
2012Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.43
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD H JONESTrustee-$0--
PATRICIA K JONESTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Jones Family Foundation
EIN
26-1603933
Phone
5165089623
Address
1225 FRANKLIN AVENUE SUITE 500, GARDEN CITY, NY 11530

Signing Officer

Name
Richard H Jones
Title
Trustee
Phone
5165089623
Signed
2025-05-08

Preparer

Firm
Bessemer Trust Company Na
Address
1225 FRANKLIN AVENUE SUITE 500, GARDEN CITY, NY 11530
Preparer
Yue Sun
Phone
5165089623
Raw XML Appendix356 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01225 FRANKLIN AVENUE SUITE 500
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0GARDEN CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd011530
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05165089623
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0RICHARD H JONES
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1PATRICIA K JONES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0147888
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1207043
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0DUKE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FOOD FOR THE POOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MAYO CLINIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ST VINCENT'S HEALTHCARE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4UNITED WAY OF NORTHEAST FLORIDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0905 WEST MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 979005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24500 SAN PABLO ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31 SHIRCLIFF WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41301 RIVERPLACE BOULEVARD 400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DURHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1COCONUT CREEK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2JACKSONVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3JACKSONVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4JACKSONVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027708
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133097
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd232224
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd332204
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd432207
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0499931
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt043174
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt043174
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0534628
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0589728
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01096436
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0852649
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0612180
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0612180
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03532129
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0458688
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0534628
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0589728
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01096436
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0852649
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0501862
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0458688
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04144309
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03685621
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER - TIBERIUS V - WOII
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0253
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0465540
OtherIncreasesSchedule/OtherIncreasesDetail/Amt15
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0VALUE OF GIFT ADJUSTMENT
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1TRUNCATION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT SERVICES FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt033
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt067
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD H JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05165089623
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JONES FAMILY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O BESSEMER TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JONE
ReturnHeader/Filer/EIN0261603933
ReturnHeader/Filer/PhoneNum05165089623
ReturnHeader/Filer/USAddress/AddressLine1Txt01225 FRANKLIN AVENUE SUITE 500
ReturnHeader/Filer/USAddress/CityNm0GARDEN CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011530
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0132792165
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BESSEMER TRUST COMPANY NA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01225 FRANKLIN AVENUE SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GARDEN CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011530
ReturnHeader/PreparerPersonGrp/PhoneNum05165089623
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0YUE SUN
ReturnHeader/ReturnTs02025-05-08T13:15:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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