2025-11-14T14:59:06-06:00 2024-12-31 994625061 CRI ADVISORS LLC 5107 82ND ST STE 302 LUBBOCK TX 79424 990PF 2024-01-01 751977748 HELEN JONES FOUNDATION INC HELE 8067412004 P O BOX 53665 LUBBOCK TX 79453 JAMES C ARNOLD CEO/PRESIDENT 8067412004 2025-11-10 1 1 KIMBERLY D WARREN CPA P00954762 8067456789 2025-11-10 2024 2025-03-06 01:10:19Z X 273815676 X X 868114 866895 4929996 4929996 11014050 42360152 11014050 4167388 4167388 20979548 20978329 358870 89717 269153 24883 6221 18662 19083 19083 0 52665 19421 33244 151315 151315 0 888562 711675 0 584602 582477 24696 6174 18522 1575929 1514517 55826 3680605 3100600 395407 12151231 12151231 15831836 3100600 12546638 5147712 17877729 4440064 1194661 1194661 7794054 7794054 7794054 178751077 189573441 161801112 37925 36185 740 1740 544 1253270 129347 1137025 1123923 1236054 65822495 56193771 101789251 250151401 255881590 273815676 0 0 X 0 0 0 0 250151401 255881590 250151401 255881590 250151401 255881590 250151401 5147712 582477 255881590 0 255881590 CAPITAL GAIN DISTRIBUTIONS P 426464 426464 426464 PARTNERSHIP K1 ST CAPITAL SALES P 834628 834628 PUBLICLY TRADED SECURITIES P 41933688 32180730 9752958 9752958 11014050 248500 0 248500 0 248500 209717 0 125000 0 334717 X 0 86217 86217 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A JAMES C ARNOLD 8067912004 4412 74TH STREET LUBBOCK TX 79424 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES C ARNOLD P O BOX 53665 LUBBOCK TX 79453 PRESIDENT/DIRECTOR 40.00 218870 0 0 SAMUEL HAWTHORNE P O BOX 53665 LUBBOCK TX 79453 TREASURER/DIRECTOR 1.00 0 0 0 MARIANNA MARKHAM P O BOX 53665 LUBBOCK TX 79453 V PRESIDENT/DIRECTOR 1.00 0 0 0 CHRIS CREWS P O BOX 53665 LUBBOCK TX 79453 DIRECTOR 40.00 140000 0 0 BARBARA BUSH P O BOX 53665 LUBBOCK TX 79453 DIRECTOR 1.00 0 0 0 JOHN W SHANKLIN II P O BOX 53665 LUBBOCK TX 79453 DIRECTOR 1.00 0 0 0 NONE 0 FUND EVALUATION GROUP PO BOX 71-5060 COLUMBUS OH 432715060 CONSULTING FEES 88820 0 NONE - FOUNDATION'S SOLE ACTIVITY IS MAKING GRANTS TO EXEMPT ORGANIZATIONS 0 NONE 0 0 243124666 2531385 17838307 263494358 0 0 263494358 3952415 259541943 12977097 12977097 248500 248500 12728597 0 12728597 0 12728597 12546638 0 12546638 12728597 0 0 8389 44586 168878 221853 12546638 0 0 0 12546638 0 181959 181959 39894 0 0 0 0 0 0 0 39894 39894 JAMES ARNOLD P O BOX 53665 LUBBOCK TX 79453 8067412004 LETTER STATING AMOUNT REQUESTED AND PURPOSE NONE CONTRIBUTIONS ARE MADE EXCLUSIVELY FOR RELIGOUS, CHARITABLE, SCIENTIFIC, TESTING FOR PUBLIC SAFETY, LITERARY OR EDUCATIONAL PURPOSES EITHER DIRECTLY OR BY CONTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER IRC SECTION 501(C)(3). FUNDS ARE NORMALLY RESTRICTED TO THE LUBBOCK AREA. FAMILY PROMISE OF LUBBOCK INC 2302 13TH STREET LUBBOCK TX 79401 N/A PUBLIC GRANT REFUND -4460 LUBBOCK WOMENS CLUB HISTORIC FOUNDATION 2020 BROADWAY LUBBOCK TX 79401 N/A PUBLIC GRANT 6765 SILENT WINGS MUSEUM FOUNDATION INC 6202 N INTERSTATE 27 LUBBOCK TX 79403 N/A PUBLIC GRANT 15000 COURT APPOINTED SPECIAL ADVOCATES 601 SOUTH LOOP 289 SUITE 25 LUBBOCK TX 79424 N/A PUBLIC GRANT 20000 LUBBOCK ARTS ALLIANCE PO BOX 5092 LUBBOCK TX 79408 N/A PUBLIC GRANT 20000 LITERACY LUBBOCK 1306 9TH STREET LUBBOCK TX 79401 N/A PUBLIC GRANT 22000 LUBBOCK CHORALE PMB 303 5815 82ND STREET 145 LUBBOCK TX 79424 N/A PUBLIC GRANT 25000 EARLY LEARNING CENTERS OF LUBBOCK INC 1639 MAIN STREET LUBBOCK TX 79401 N/A PUBLIC GRANT 25000 AMERICAN CANCER SOCIETY 3513 10TH STREET LUBBOCK TX 79415 N/A PUBLIC GRANT 25800 COMMUNITY HEALTH CENTER OF LUBBOCK 1610 5TH STREET LUBBOCK TX 79401 N/A PUBLIC GRANT 26841 TEXAS TECH UNIVERSITY - KTTZ-TV BOX 42161 LUBBOCK TX 79409 N/A PUBLIC GRANT 30000 TEXAS TECH UNIVERSITY - COLLEGE OF AGRICULTURE SCIENCES BOX 42141 LUBBOCK TX 79409 N/A PUBLIC GRANT 35000 BALLET LUBBOCK 1300 MAC DAVIS LANE LUBBOCK TX 79401 N/A PUBLIC GRANT 46000 VOLUNTEER CENTER OF LUBBOCK 1706 23RD STREET STE 101 LUBBOCK TX 79411 N/A PUBLIC GRANT 51000 LOUISE HOPKINS UNDERWOOD CENTER FOR THE ARTS 511 AVENUE K LUBBOCK TX 79401 N/A PUBLIC GRANT 56000 GUADALUPEPARKWAY SOMMERVILLE CENTERS INC 405 N MARTIN L KING BLVD LUBBOCK TX 79403 N/A PUBLIC GRANT 63000 TEXAS TECH UNIVERSITY LIBRARIES BOX 40002 LUBBOCK TX 79409 N/A PUBLIC GRANT 64700 TEXAS TECH UNIVERSITY - COLLEGE OF HUMAN SCIENCES BOX 41230 LUBBOCK TX 79409 N/A PUBLIC GRANT 75000 YOUNG WOMEN'S CHRISTIAN ASSOCIATION 6204 ELGIN AVE LUBBOCK TX 79413 N/A PUBLIC GRANT 100000 LUBBOCK SYMPHONY ORCHESTRA 601 AVENUE K LUBBOCK TX 79401 N/A PUBLIC GRANT 108000 TEXAS TECH UNIVERSITY - MUSEUM OF TEXAS TECH BOX 43191 LUBBOCK TX 79409 N/A PUBLIC GRANT 115000 TEXAS TECH UNIVERSITY - COLLEGE OF EDUCATION BOX 41071 LUBBOCK TX 79409 N/A PUBLIC GRANT 127000 MUSEUM OF TEXAS TECH UNIVERSITY PO BOX 43191 LUBBOCK TX 79409 N/A PUBLIC GRANT 144135 TEXAS TECH UNIVERSITY - COLLEGE OF ARTS AND SCIENCES BOX 41042 LUBBOCK TX 79409 N/A PUBLIC GRANT 186200 COVENANT HEALTH SYSTEM FOUNDATION 3615 19TH STREET LUBBOCK TX 79410 N/A PUBLIC GRANT 192000 YOUNG MEN'S CHRISTIAN ASSOCIATION 313 ENNIS PLAINVIEW TX 79072 N/A PUBLIC GRANT 200000 SCIENCE SPECTRUM 2579 SOUTH LOOP 289 LUBBOCK TX 79423 N/A PUBLIC GRANT 235000 TEXAS TECH UNIVERSITY - GRADUATE SCHOOL BOX 41030 LUBBOCK TX 79409 N/A PUBLIC GRANT 250000 TEXAS TECH UNIVERSITY 2500 BROADWAY W LUBBOCK TX 79409 N/A PUBLIC GRANT 250000 RANCHING HERITAGE ASSOCIATION PO BOX 43200 LUBBOCK TX 79409 N/A PUBLIC GRANT 550000 TEXAS TECH UNIVERSITY - OFFICE OF THE PROVOST BOX 42019 LUBBOCK TX 79409 N/A PUBLIC GRANT 585000 LUBBOCK CHRISTIAN UNIVERSITY 5601 19TH ST LUBBOCK TX 79407 N/A PUBLIC GRANT 1000000 UNITED WAY - LUBBOCK AREA UNITED WAY 1655 MAIN STREET 101 LUBBOCK TX 79401 N/A PUBLIC GRANT 1000000 WAYLAND BAPTIST UNIVERSITY 1900 W 7TH STREET PLAINVIEW TX 79072 N/A PUBLIC GRANT 1150000 LUBBOCK ENTERTAINMENT & PERFORMING ARTS ASSOCIATION 1500 BROADWAY ST 902 LUBBOCK TX 79401 N/A PUBLIC GRANT 5356250 12151231 0 14 868114 14 4929996 41 4004733 18 11014050 ACCOLADE PARTNERS 16 -19234 CORDILLERA INVESTMENTS 16 -8518 EAFE EQ INDEX FUND B 16 30884 EQUITY INDEX FUND B 16 6960 FEG PRIVATE OPPORTUNITIES 16 186511 MID-CAP EQUITY INDEX 16 4764 NEWSTONE CAPITAL PARTNERS IV, LP 16 0 RCP FUND XII, LP 16 83536 REDWHEEL EMERGING EQUITY FUND, LP 16 4745 ROCKLAND POWER PARTNERS 16 -303385 RUSSELL 2000 INDEX FUND B 16 36161 RYDER COURT INTERNATIONAL SELECT 16 39506 VENTURE INVESTMENT 16 100721 SHORT TERM INVESTMENT FUND B 16 4 0 20979548 0 20979548 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 52665 19421 33244 FAX MACHINE / SHREDDER 2005-08-01 260 260 200DB 5.000000000000 0 0 2 CHAIRS FOR OFFICE AREA 2005-08-12 878 878 200DB 7.000000000000 0 0 2 CHAIRS - RECEPTION AREA 2005-08-12 878 878 200DB 7.000000000000 0 0 EXPANDABLE PHONE - OFFICE MAX 2005-08-25 150 150 200DB 5.000000000000 0 0 COMFERENCE TABLE & CHAIRS 2005-09-16 9275 9275 200DB 7.000000000000 0 0 SIGNS OUTSIDE OFFICE 2005-09-19 357 357 200DB 7.000000000000 0 0 BARRISTER CABINET 2005-11-01 1695 1695 200DB 7.000000000000 0 0 CONFERENCE TABLE/GLASS 2005-11-10 250 250 200DB 7.000000000000 0 0 DELL COMPUTER 2005-12-14 2789 2789 200DB 5.000000000000 0 0 BRONZE & STAND - DR/MRS ARNOLD 2005-10-19 679 VAR 0.000000000000 0 0 BOSE STEREO 2006-01-12 540 540 200DB 7.000000000000 0 0 DIRECTOR CHAIR 2015-08-25 2722 1361 200DB 7.000000000000 0 0 OFFICE CHAIR - HESTERS/MCGLAUN 2005-06-16 382 382 200DB 7.000000000000 0 0 LOCK BOX - CHILDRESS HARDWARE 2005-06-21 100 100 200DB 7.000000000000 0 0 KYOCERA COPIER 2050K 2005-06-22 3270 3270 200DB 5.000000000000 0 0 ALARM SYSTEM - FIRST ALARM 2005-07-29 324 324 200DB 5.000000000000 0 0 CREDENZA - SPEARS 2005-05-31 1599 1599 200DB 7.000000000000 0 0 BOOKCASE - SPEARS 2005-05-31 1656 1656 200DB 7.000000000000 0 0 HP PRODESK 600 COMPUTER 2013-09-06 2569 2569 200DB 7.000000000000 0 0 DESK - HESTERS/MCGLAUN 2005-06-16 893 893 200DB 7.000000000000 0 0 DESK - SPEARS 2005-05-31 2076 2076 200DB 7.000000000000 0 0 OFFICE CHAIR - SPEARS 2005-05-31 642 642 200DB 7.000000000000 0 0 PHOTOS - OLD/NEW BOARD 2005-07-29 817 817 200DB 7.000000000000 0 0 DELL LATITUDE 7640 COMPUTER 2024-02-06 2491 200DB 5.000000000000 1694 0 DELL COMPUTER EQUIPMENT 2024-09-13 633 200DB 5.000000000000 431 0 BLACKROCK-EAFE EQUITY INDEX FUND B 22828839 20688117 BLACKROCK-EQUITY INDEX FUND B LENDBL 60815985 56454985 BLACKROCK-MID-CAP EQUITY INDEX 18360878 8153708 BLACKROCK-RUSSELL 2000 INDEX FUND B 17496309 7574059 SCHWAB-DOUBLELINE TOTAL RETURN FD 17502538 15015871 SCHWAB-FIRST EAGLE GOLD I 8425268 8101025 SCHWAB-ISHARES 3-7 YEAR TREASURY 9115996 9237796 SCHWAB-LAZARD GLOBAL LISTED INFRASTRUCTURE 8301289 8812411 SCHWAB-DODGE & COX INCOME 12011134 11929829 SCHWAB-AMERICAN FUNDS EUROPACIFIC 6956806 6655817 SCHWAB-DFA EMERGING MARKETS VAL 7758399 9177494 FAX MACHINE / SHREDDER 260 260 0 2 CHAIRS FOR OFFICE AREA 878 878 0 2 CHAIRS - RECEPTION AREA 878 878 0 EXPANDABLE PHONE - OFFICE MAX 150 150 0 COMFERENCE TABLE & CHAIRS 9275 9275 0 SIGNS OUTSIDE OFFICE 357 357 0 BARRISTER CABINET 1695 1695 0 CONFERENCE TABLE/GLASS 250 250 0 DELL COMPUTER 2789 2789 0 BRONZE & STAND - DR/MRS ARNOLD 679 0 679 BOSE STEREO 540 540 0 DIRECTOR CHAIR 2722 2722 0 OFFICE CHAIR - HESTERS/MCGLAUN 382 382 0 LOCK BOX - CHILDRESS HARDWARE 100 100 0 KYOCERA COPIER 2050K 3270 3270 0 ALARM SYSTEM - FIRST ALARM 324 324 0 CREDENZA - SPEARS 1599 1599 0 BOOKCASE - SPEARS 1656 1656 0 HP PRODESK 600 COMPUTER 2569 2569 0 DESK - HESTERS/MCGLAUN 893 893 0 DESK - SPEARS 2076 2076 0 OFFICE CHAIR - SPEARS 642 642 0 PHOTOS - OLD/NEW BOARD 817 817 0 DELL LATITUDE 7640 COMPUTER 2491 1694 797 DELL COMPUTER EQUIPMENT 633 431 202 LEGAL FEES 19083 19083 0 ACCOLADE PARTNERS IX, LP 1093422 2680206 1626352 CORDILLERA INVESTMENT PARTNERS 4547042 5568928 7369402 DEPOSIT - OFFICE SPACE 1200 1200 1200 FEG PRIVATE OPPORTUNITIES FD II, LP 2108454 1534062 3134689 INVESTMENT IN DEVITT-JONES RANCH 55623 55666 37098 INVESTMENT IN MALLET RANCH 135370 125612 40608 INVESTMENT IN MALLET RANCH MANAGEMENT -65961 -32246 18888 MAGNITUTE INTERNATL USD 20250000 20250000 34169983 NEWSTONE CAPITAL PARTNERS IV, LP 3656626 3230549 2422062 OIL & GAS ROYALTIES 23563 23563 15624940 RCP FUND XII, LP 4796039 4820129 7208511 ROCKLAND POWER PARTNERS, III 2940124 2680750 4271182 RWC EMERGING MARKET EQUITY FUND 10636565 10960810 9566531 RYDER COURT INTERNATIONAL 6461312 0 7794054 TACONIC CAPITAL ADVISORS 7032046 2323197 3627560 VENTURE INVESTMENT ASSOC VII, LP 2151070 1971345 4876191 BONUS - MALLET RANCH SUPERINTENDENT 1500 1500 0 DEVITT JONES FARM-OTHER CASH EXPENSES 18 18 0 DIRECTORS FEES 2000 500 1500 INSURANCE 41466 10366 31100 MALLET RANCH - OTHER CASH EXPENSES 73266 73266 0 MALLET RANCH-DEPRECIATION 13102 13102 0 NONDEDUCTIBLE PTNS EXPENSES 5586 0 0 OFFICE SUPPLIES/EXPENSES 4479 1120 3359 OTHER GRANT EXPENSE (THRU K-1S) 1483 1483 0 OTHER PORTFOLIO EXP (THRU K-1S) 1405098 1405098 0 OTHER ROYALTY EXPENSES 1442 1442 0 RENTS 20584 5146 15438 SECURITY 844 211 633 TELEPHONE 5061 1265 3796 DEVITT FARM - OTHER INCOME 53 53 53 MALLET RANCH - OTHER INCOME 131213 131213 131213 MALLET RANCH MANAGEMENT - OTHER INCOME 33715 33715 33715 OIL & GAS BONUS 0 0 0 OIL & GAS ROYALTIES 3883183 3883183 3883183 OIL & GAS ROYALTIES THRU K-1'S -32618 -32618 -32618 OTHER INCOME -10813 -10813 -10813 ACCOLADE PARTNERS -19234 -19234 -19234 CORDILLERA INVESTMENTS -8518 -8518 -8518 EAFE EQ INDEX FUND B 30884 30884 30884 EQUITY INDEX FUND B 6960 6960 6960 FEG PRIVATE OPPORTUNITIES 186511 186511 186511 MID-CAP EQUITY INDEX 4764 4764 4764 RCP FUND XII, LP 83536 83536 83536 REDWHEEL EMERGING EQUITY FUND, LP 4745 4745 4745 ROCKLAND POWER PARTNERS -303385 -303385 -303385 RUSSELL 2000 INDEX FUND B 36161 36161 36161 RYDER COURT INTERNATIONAL SELECT 39506 39506 39506 VENTURE INVESTMENT 100721 100721 100721 SHORT TERM INVESTMENT FUND B 4 4 4 STATUTORY DEPLETION IN EXCESS OF BASIS 582477 OTHER PROFESSIONAL FEES 151315 151315 0 EXCISE TAXES - CY BEFORE ACCRUAL 26887 0 0 EXCISE TAXES - PY PAID IN CURRENT 150000 0 0 FOREIGN TAX WITHHELD 177989 177989 0 PROPERTY TAXES 391158 391158 0 SEVERANCE TAXES 142520 142520 0 STATE INCOME TAXES WITHHELD 8 8 0