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JBJ FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
JBJ FOUNDATION INC (EIN 72-1421150)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-13
IRS object ID
201521339349103052
Schema version
2014v5.0
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)
Return2015-05-13T14:45:50-07:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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
Signature2015-05-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES L SANDERLINPreparerPersonNm
Phone3183880986PhoneNum
Preparation2015-05-13PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$863,143FMVAssetsEOYAmt
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$19,808DividendsRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$1,630OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$18,178TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,550AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$7,127OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$97TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$10OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$8,784TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$62,403ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$71,187TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$53,009ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,550CashBOYAmt
Cash EOY$11,587CashEOYAmt
Cash EOYFMV$11,587CashEOYFMVAmt
Corporate Stock BOY$866,704CorporateStockBOYAmt
Corporate Stock EOY$851,556CorporateStockEOYAmt
Corporate Stock EOYFMV$851,556CorporateStockEOYFMVAmt
Total Assets BOY$872,254TotalAssetsBOYAmt
Total Assets EOY$863,143TotalAssetsEOYAmt
Total Assets EOYFMV$863,143TotalAssetsEOYFMVAmt
Deferred Revenue BOY$165,746DeferredRevenueBOYAmt
Deferred Revenue EOY$226,994DeferredRevenueEOYAmt
Total Liabilities BOY$165,746TotalLiabilitiesBOYAmt
Total Liabilities EOY$226,994TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$706,508UnrestrictedBOYAmt
Unrestricted EOY$636,149UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$706,508TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$636,149TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$872,254TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$863,143TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$706,508TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$53,009ExcessRevenueOverExpensesAmt
Other Increases-$17,350OtherIncreasesAmt
Subtotal$636,149SubtotalAmt
Tot Net Ast Or Fund Balances EOY$636,149TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Distribution Yr10.000000DistributionYr1Rt
Distribution Yr20.000000DistributionYr2Rt
Distribution Yr30.000000DistributionYr3Rt
Total Distribution0.000000TotalDistributionRt
Average Distribution0.000000AverageDistributionRt
Adj Nonchrtbl Net Invst Incm Pct$0AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Ruling Letter1999-03-29RulingLetterDt
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
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
3600 Loop RDMonroeLA71201President0$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)
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Undistributed Income CY$0UndistributedIncomeCYAmt

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 (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
All Saint Anglican Church
4201 Forsythe AvenueMonroeLA71201PublicReligion$7,350
Alzheimer's Association
PO Box 2471MonroeLA71207PublicResearch$200
American Cancer Society
1761 N 19thMonroeLA71201PublicResearch$200
ARCO
P O Box 1462MonroeLA71201PublicNeeded$1,000
Cerebral Palsy of LA
909 N 18thMonroeLA71201PublicMedical$100
Food Bank
4600 Central AveMonroeLA71213PublicNeeded$3,500
Goodfellows
PO Box 1502MonroeLA71210PublicNeeded$600
Grace Episcopal School
1400 North 4thMonroeLA71201PrivateEducation$15,000
Louisiana Purchase Council
P O Box 14772Baton RougeLA70898PublicEducation$100
LA State Trooper Asso
8120 Jefferson HwyBaton RougeLA70809PublicProtection$100
NELA Veterans Asso
1201 HudsonMonroeLA71201PublicMedical$9,000
River Oaks School
600 Finks HideawayMonroeLA71203PrivateEducation$5,000
St Judes Hospital
501 St Jude PlaceMemphisTN381051942PublicResearch$200
ST Vincent de Paul Pharmacy
Grammont StMonroeLA71203PrivateMedical$500
Sterlington Angel
Hwy 165 NorthSterlingtonLA71740PublicEducation$500
The United Way of Northease LA
1201 Hudson LaneMonroeLA71201PublicResearch$12,000
ULM Athletic Fund
700 UniversityMonroeLA71203PublicEducation$3,960
Miscellaneous
MiscellaneousMonroeLA71201PublicVarious$3,093
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$62,403TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Business900001BusinessCd
Unrelated Business Taxbl Incm$19,808UnrelatedBusinessTaxblIncmAmt
Exclusion7ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$19,808UnrelatedBusinessTaxblIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$19,808TotalIncomeProducingActyAmt

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$1,550Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescState annual reportDesc
Revenue And Expenses Per Books$10RevenueAndExpensesPerBooksAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescBoardwalkDesc
Revenue And Expenses Per Books-$1,630RevenueAndExpensesPerBooksAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCapital Gains & LossesDesc
Amt-$17,350Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategorySchwab Broker FeesCategoryTxt
Amt$7,127Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryForeignCategoryTxt
Amt$97Amt

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