JBJ FOUNDATION INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: JBJ FOUNDATION INC (EIN 72-1421150)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-05-14
IRS object ID: 201321349349100867
Schema version: 2012v2.0
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
Form 990-PF
Accounting Fees Schedule
Other Expenses Schedule
Other Professional Fees Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-05-14T10:27:35-07:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JAMES SANDERLIN	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	1804 WOODHAVEN DR UNIT D	AddressLine1
City	MONROE	City
State	LA	State
ZIP Code	71201	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	721421150	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	JBJ FOUNDATIONINC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	JBJF	NameControl
Phone	3183870281	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 4570	AddressLine1
City	MONROE	City
State	LA	State
ZIP Code	712114570	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	JODIE LYLE	Name
Title	PRESIDENT	Title
Phone	3183870281	Phone
Date Signed	2013-05-12	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	JAMES L SANDERLIN	Name
Phone	3183880986	Phone
Date Prepared	2013-05-14	DatePrepared
Self Employed	X	SelfEmployed

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	801263	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss	1623	InterestOnSavingsRevAndExpnss
Dividends Rev And Expnss	26592	DividendsRevAndExpnss
Capital Gain Net Incm Net Invst Incm	0	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	28215	TotalRevenueAndExpenses
Total Net Investment Income	0	TotalNetInvestmentIncome
Accounting Fees Rev And Expnss	1475	AccountingFeesRevAndExpnss
Other Prof Fees Rev And Expnss	6612	OtherProfFeesRevAndExpnss
Other Expenses Rev And Expnss	192	OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss	8279	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	0	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	44628	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	0	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	52907	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	0	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	0	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-24692	ExcessOfRevenueOverExpenses
Net Investment Income	0	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	8558	CashBOY
Cash EOY	7450	CashEOY
Cash EOYFMV	7450	CashEOYFMV
Investments Corp Stock BOY	746460	InvestmentsCorpStockBOY
Investments Corp Stock EOY	793813	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	793813	InvestmentsCorpStockEOYFMV
Total Assets BOY	755018	TotalAssetsBOY
Total Assets EOY	801263	TotalAssetsEOY
Total Assets EOYFMV	801263	TotalAssetsEOYFMV
Deferred Revenue BOY	5578	DeferredRevenueBOY
Deferred Revenue EOY	76515	DeferredRevenueEOY
Total Liabilities BOY	5578	TotalLiabilitiesBOY
Total Liabilities EOY	76515	TotalLiabilitiesEOY
Org That Follow SFAS117	X	OrgThatFollowSFAS117
Unrestricted BOY	749440	UnrestrictedBOY
Unrestricted EOY	724748	UnrestrictedEOY
Total Net Assets BOY	749440	TotalNetAssetsBOY
Total Net Assets EOY	724748	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	755018	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	801263	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	749440	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-24692	ExcessOfRevenueOverExpenses
Subtotal	724748	Subtotal
Total Net Assets Fund Balances EOY	724748	TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Distribution Ratio Year1	0.000000	DistributionRatioYear1
Qualifying Distributions Year2	63010	QualifyingDistributionsYear2
Total Distribution Ratio	0.000000	TotalDistributionRatio
Average Distribution Ratio	0.000000	AverageDistributionRatio
Adj Nonchrtbl Assets And One	0	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	0	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Date Of Ruling Letter	1999-03-29	DateOfRulingLetter
Investment Income Excise Tax	0	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Tax Based On Investment Income	0	TaxBasedOnInvestmentIncome
Amount Credited To Next Year	0	AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	LA	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	http://www.990pf.com/lookup.htm	WebsiteAddress
Books In Care Of Person Name	JODI LYLE	BooksInCareOfPersonName
Books In Care Of Phone Number	3183870281	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 4570	AddressLine1
City	MONROE	City
State	LA	State
ZIP Code	712114570	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions	false	ActsFailToQualifyAsExceptions
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Undistr Income4942a2 Not Applied	false	UndistrIncome4942a2NotApplied
Business Holdings	false	BusinessHoldings
Excess Business Holdings	false	ExcessBusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Tr Fail To Qualify As Exceptions	false	TrFailToQualifyAsExceptions
Maint Expend Responsibility	false	MaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
J BISHOP JOHNSTON
3600 LOOP RD	MONROE	LA	71201	President	0	0	0	0
DOROTHY J JOHNSTON
3600 LOOP RD	MONROE	LA	71201	Secretary	0	0	0	0
ELIZABETH J GUERRIERO
2757 POINT DRIVE	MONROE	LA	71201	Board	0	0	0	0
DOROTHY J VINES
2771 POINT DRIVE	MONROE	LA	71201	Board	0	0	0	0
JODIE JOHNSTON LYLE
3016 RIVER OAKS DR	MONROE	LA	71201	Board	5.00	0	0	0
KATHERINE PATRICK
2702 RIVER OAKS DRIVE	MONROE	LA	71201	Board	0	0	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	0	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	0	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	0	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	0	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	0	CashDeemedCharitable
Net Noncharitable Assets	0	NetNoncharitableAssets
Minimum Investment Return	0	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	0	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	0	ExpensesAndContributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	0	DistributableAmountAsAdjusted
Excess Distri Carryover Year2	63010	ExcessDistriCarryoverYear2
Total Excess Distri Carryover	63010	TotalExcessDistriCarryover
Total Corpus	63010	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov To Next Year	63010	ExcessDistriCyovToNextYear
Excess From Year2	63010	ExcessFromYear2

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	NONE	ContributingManager
Shareholder Manager	NONE	ShareholderManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	JODI J LYLE	RecipientName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 4570	AddressLine1
City	MONROE	City
State	LA	State
ZIP Code	712114570	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone Number	3183870281	RecipientPhoneNumber
Form And Info And Materials	NO SET FORM;CONFIRM TAX STATUS OF APPLICANT AND USE OF GIFT	FormAndInfoAndMaterials
Submission Deadlines	NONE	SubmissionDeadlines
Restrictions On Awards	NONE, IF WITHIN OUR TAX-EXEMPT CONDITIONS	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (22 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
ALZHEIMER'S ASSOCIATION
PO BOX 2471	MONROE	LA	71207	Public	Research	$200
AMERICAN CANCER SOCIETY
1761 N 19TH	MONROE	LA	71201	Public	Research	$200
ARCO
NORTH 4TH	MONROE	LA	71201	Public	Medical	$1,000
BOY SCOUTS OF AMERICA
2405 OLIVER ROAF	MONROE	LA	71201	Public	Education	$200
FOOD BANK
4600 CENTRAL AVE	MONROE	LA	71213	Public	Needed	$5,000
GOODFELLOWS
PO BOX 1502	MONROE	LA	71210	Public	Needed	$500
GRACE EPISCOPAL SCHOOL
1400 NORTH 4TH	MONROE	LA	71201	Private	Education	$500
GRACE EPISCOPAL CHURCH
1400 NORTH 4TH	MONROE	LA	71201	Private	Religion	$7,000
JAKE RABORN FOUNDATION
PO BOX 3097	WEST MONROE	LA	71294	Private	Research	$500
M D ANDERSON CANCER CENTER
P O BOX 4464	HOUSTON	TX	77210	Public	Research	$500
NORTHEAST LA ARTS & CRAFT
1209 OLIVER ROAD	MONROE	LA	71203	Public	Aging	$240
ST FRANCIS
JACKSON STREET	MONROE	LA	71211	Public	NMedical	$500
ST JUDES HOSPITAL
501 ST JUDE PLACE	MEMPHIS	TN	381051942	Public	Research	$250
ST VINCENT DE PAUL PHARMACY
GRAMMONT ST	MONROE	LA	71203	Private	Medical	$200
STERLINGTON ANGEL
HWY 165 NORTH	STERLINGTON	LA	71740	Public	Education	$500
THE CHILDRENS' MUSEUM
323 WALNUT ST	MONROE	LA	71201	Public	Education	$250
THE SMITH TRAIN
245 FIFTH AVE STE 2201	NEW YORK	NY	10016	Private	Research	$125
THE UNITED WAY OF NORTHEASE LA
1201 HUDSON LANE	MONROE	LA	71201	Public	Research	$12,000
ULM ATHLETIC FUND
700 UNIVERSITY	MONROE	LA	71203	Public	Education	$10,000
ULM FOUNDATION
700 UNIVERSITY	MONROE	LA	71203	Public	Education	$2,010
YMCA
700 UNIVERSITY	MONROE	LA	71203	Public	Youth	$1,000
MISCELLANEOUS
MISCELLANEOUS	MONROE	LA	71201	Public	Various	$1,953

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	44628	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Business Code	900001	BusinessCode
Unrelated Business Income	$1,623	UnrelatedBusinessIncomeAmount
Exclusion Code	7	ExclusionCode

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Business Code	900001	BusinessCode
Unrelated Business Income	$26,592	UnrelatedBusinessIncomeAmount
Exclusion Code	7	ExclusionCode

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$28,215	UnrelatedBusinessIncomeAmount

Field	Value	IRS element (for citing)
Total Part XVIA	28215	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	James L Sanderlin Accounting and Tax Services	Category
Amount	$1,475	Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks
State annual report	5
Misc	187

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	FPL Asset Management Investment Mgt fees	Category
Amount	$6,612	Amount

JBJ FOUNDATION INC: Form 990PF, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Recipient US Address RecipientUSAddress

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (22 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Comments