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JBJ FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
JBJ FOUNDATION INC (EIN 72-1421150)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-04-27
IRS object ID
201811179349100211
Schema version
2017v2.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-04-27T10:52:22-07:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JAMES SANDERLIN CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11804 WOODHAVEN DR UNIT DAddressLine1Txt
CityMONROECityNm
State AbbreviationLAStateAbbreviationCd
ZIP71201ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN721421150EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JBJ FoundationIncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJBJFBusinessNameControlTxt
Phone3183870281PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 4570AddressLine1Txt
CityMonroeCityNm
State AbbreviationLAStateAbbreviationCd
ZIP712114570ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJODIE LYLEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3183870281PhoneNum
Signature2018-04-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES L SANDERLINPreparerPersonNm
PTINP01656356PTIN
Phone3183880986PhoneNum
Preparation2018-04-27PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$878,292FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$14,980DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,913DividendsNetInvstIncmAmt
Dividends Adj Net Incm$11,913DividendsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$14,980TotalRevAndExpnssAmt
Total Net Invst Incm$11,913TotalNetInvstIncmAmt
Total Adj Net Incm$11,913TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,375AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,375AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,375AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$6,746OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,746OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$6,746OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$35TaxesRevAndExpnssAmt
Taxes Net Invst Incm$35TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$35TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$129OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$129OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$129OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,285TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,285TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,285TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$38,158ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$38,150ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$46,443TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,285TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$46,435TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$31,463ExcessRevenueOverExpensesAmt
Net Investment Income$3,628NetInvestmentIncomeAmt
Adjusted Net Income$11,913AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$10,845CashBOYAmt
Cash EOY$1,149CashEOYAmt
Cash EOYFMV$1,149CashEOYFMVAmt
Corporate Stock BOY$762,226CorporateStockBOYAmt
Corporate Stock EOY$877,143CorporateStockEOYAmt
Corporate Stock EOYFMV$877,143CorporateStockEOYFMVAmt
Total Assets BOY$773,071TotalAssetsBOYAmt
Total Assets EOY$878,292TotalAssetsEOYAmt
Total Assets EOYFMV$878,292TotalAssetsEOYFMVAmt
Deferred Revenue BOY$273,442DeferredRevenueBOYAmt
Deferred Revenue EOY$385,379DeferredRevenueEOYAmt
Total Liabilities BOY$273,442TotalLiabilitiesBOYAmt
Total Liabilities EOY$385,379TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$499,629UnrestrictedBOYAmt
Unrestricted EOY$492,913UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$499,629TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$492,913TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$773,071TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$878,292TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$499,629TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$31,463ExcessRevenueOverExpensesAmt
Other Increases$24,747OtherIncreasesAmt
Subtotal$492,913SubtotalAmt
Tot Net Ast Or Fund Balances EOY$492,913TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$86,662AdjustedQlfyDistriYr1Amt
Distribution Yr10.000000DistributionYr1Rt
Adjusted Qlfy Distri Yr2$59,140AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$751,721NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.078673DistributionYr2Rt
Adjusted Qlfy Distri Yr3$71,187AdjustedQlfyDistriYr3Amt
Distribution Yr30.000000DistributionYr3Rt
Adjusted Qlfy Distri Yr4$62,078AdjustedQlfyDistriYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Adjusted Qlfy Distri Yr5$52,907AdjustedQlfyDistriYr5Amt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.078673TotalDistributionRt
Average Distribution0.015735AverageDistributionRt
Net Investment Income Pct$36NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$36AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$46,435QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Ruling Letter1999-03-29RulingLetterDt
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$36InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$36SubtotalAmt
Tax Based On Investment Income$36TaxBasedOnInvestmentIncomeAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Tax Due$36TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateLAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addresshttp://www.990pf.com/lookup.htmWebsiteAddressTxt
Individual With BooksJODI LYLEIndividualWithBooksNm
Phone3183870281PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 4570AddressLine1Txt
CityMonroeCityNm
State AbbreviationLAStateAbbreviationCd
ZIP712114570ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
J BISHOP JOHNSTON
2786 Point DriveMonroeLA71201President0$0$0$0
DOROTHY J JOHNSTON
3600 Loop RDMonroeLA71201Secretary0$0$0$0
ELIZABETH J GUERRIERO
2757 Point driveMonroeLA71201Board0$0$0$0
DOROTHY J VINES
2771 Point DriveMonroeLA71201Board0$0$0$0
JODIE JOHNSTON LYLE
3016 River Oaks DrMonroeLA71201Board0$0$0$0
KATHERINE PATRICK
2702 River Oaks DriveMonroeLA71201Board0$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$36TaxBasedOnInvestmentIncomeAmt
Total Tax$36TotalTaxAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$46,435ExpensesAndContributionsAmt
Qualifying Distributions$46,435QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$36PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$46,399AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$13,814ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$29,215ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$59,227ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$86,697ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$188,953TotalExcessDistributionCyovAmt
Qualifying Distributions$46,435QualifyingDistributionsAmt
Remaining Distri From Corpus$46,435RemainingDistriFromCorpusAmt
Total Corpus$235,388TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$13,814ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$221,574ExcessDistriCyovToNextYrAmt
Excess From Year3$29,215ExcessFromYear3Amt
Excess From Year2$59,227ExcessFromYear2Amt
Excess From Year1$86,697ExcessFromYear1Amt
Excess From Current Year$46,435ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJODI J LYLERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 4570AddressLine1Txt
CityMonroeCityNm
State AbbreviationLAStateAbbreviationCd
ZIP712114570ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3183870281RecipientPhoneNum
Form And Info And MaterialsNO SET FORM;CONFIRM TAX STATUS OF APPLICANT AND USE OF GIFTFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONE, IF WITHIN OUR TAX-EXEMPT CONDITIONSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
All Saint Anglican Church
4201 Forsythe AvenueMonroeLA71201PublicReligion$3,500
Alzheimer's Association
PO Box 2471MonroeLA71207PublicResearch$200
Center for Children
622 Riverside DrMonroeLA71201PublicNeeded$1,500
Council on Aging
2407 FerrandMonroeLA71201PublicAging$600
Food Bank
4600 Central AveMonroeLA71213PublicNeeded$2,500
Grace Episcopal School
1400 North 4thMonroeLA71201PrivateEducation$5,000
National Child Safety Council
4065 Page AveJacksonMI49204PublicSafety$1,000
M D Anderson
1515 Holcombe BlvdHoustonTX77030PublicResearch$1,000
Shriners
6620 Frontage RoadMonroeLA71202PublicResearch$1,000
SOS Pets of Ouachita
P O Box 2991West MonroeLA71294PublicAnimal Shelter$1,000
St Judes Hospital
501 St Jude PlaceMemphisTN381051942PublicResearch$1,000
ST Vincent de Paul Pharmacy
Grammont StMonroeLA71203PrivateMedical$300
Sterlington Town
Hwy 165 NorthSterlingtonLA71740PublicSafety$2,000
The United Way of Northease LA
1201 Hudson LaneMonroeLA71201PublicResearch$12,000
ULM Athletic Fund
700 UniversityMonroeLA71203PublicEducation$2,050
Miscellaneous
MiscellaneousMonroeLA71201PublicVarious$3,508
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$38,158TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Business900001BusinessCd
Unrelated Business Taxbl Incm$14,980UnrelatedBusinessTaxblIncmAmt
Exclusion7ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$14,980UnrelatedBusinessTaxblIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$14,980TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryJames L Sanderlin Accounting and Tax ServicesCategoryTxt
Amt$1,375Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
State annual report$10$10$10
Office Supplies$119$119$119

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
Rounding$1
Capital Gains & Losses$24,746

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategorySummit Financial Broker FeesCategoryTxt
Amt$6,746Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFederal TaxCategoryTxt
Amt$35Amt
Net Investment Income$35NetInvestmentIncomeAmt
Disbursements Charitable Prps$35DisbursementsCharitablePrpsAmt

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