JBJ FOUNDATION INC: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
JBJ FOUNDATION INC (EIN 72-1421150)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-08-07
IRS object ID
201102199349100200
Schema version
2010v3.2
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)
Timestamp2011-08-07T06:40:41-07:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1JAMES L SANDERLIN CPABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11804 D WOODHAVEN DRAddressLine1
CityMONROECity
StateLAState
ZIP Code71201ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN721421150EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1JBJ FOUNDATIONINCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlJBJFNameControl
Phone3183870281Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4570AddressLine1
CityMONROECity
StateLAState
ZIP Code712114570ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJODIE LYLEName
TitlePRESIDENTTitle
Phone3183870281Phone
Date Signed2011-07-27DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameJAMES L SANDERLINName
Phone3183880986Phone
Date Prepared2011-08-07DatePrepared
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY827734FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss2094InterestOnSavingsRevAndExpnss
Dividends Rev And Expnss12990DividendsRevAndExpnss
Net Gain Sale Assets Rev And Expnss154273NetGainSaleAssetsRevAndExpnss
Gross Sales Price1376088GrossSalesPrice
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses169357TotalRevenueAndExpenses
Total Net Investment Income0TotalNetInvestmentIncome
Accounting Fees Rev And Expnss1350AccountingFeesRevAndExpnss
Accounting Fees Dsbrs Chrtbl Prps1350AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss6643OtherProfFeesRevAndExpnss
Other Prof Fees Dsbrs Chrtbl Prps6643OtherProfFeesDsbrsChrtblPrps
Other Expenses Rev And Expnss5OtherExpensesRevAndExpnss
Other Expenses Dsbrs Chrtbl Prps5OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss7998TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps7998TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss55012ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps55012ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss63010TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps63010TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses106347ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY1409CashBOY
Cash EOY15042CashEOY
Cash EOYFMV15042CashEOYFMV
Investments Corp Stock BOY693132InvestmentsCorpStockBOY
Investments Corp Stock EOY812692InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV812692InvestmentsCorpStockEOYFMV
Total Assets BOY694541TotalAssetsBOY
Total Assets EOY827734TotalAssetsEOY
Total Assets EOYFMV827734TotalAssetsEOYFMV
Deferred Revenue BOY24858DeferredRevenueBOY
Deferred Revenue EOY51666DeferredRevenueEOY
Total Liabilities BOY24858TotalLiabilitiesBOY
Total Liabilities EOY51666TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY669683UnrestrictedBOY
Unrestricted EOY776068UnrestrictedEOY
Total Net Assets BOY669683TotalNetAssetsBOY
Total Net Assets EOY776068TotalNetAssetsEOY
Total Liabilities Net Assets BOY694541TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY827734TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY669683TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses106347ExcessOfRevenueOverExpenses
Subtotal776030Subtotal
Other Decreases-38OtherDecreases
Total Net Assets Fund Balances EOY776068TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Adj Nonchrtbl Assets And One0AdjNonchrtblAssetsAndOnePct
Qualifying Distributions0QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Date Of Ruling Letter1999-03-29DateOfRulingLetter
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Amount Credited To Next Year0AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website Addresshttp://www.990pf.com/lookup.htmWebsiteAddress
Books In Care Of Person NameJODI LYLEBooksInCareOfPersonName
Books In Care Of Phone Number3183870281BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4570AddressLine1
CityMONROECity
StateLAState
ZIP Code712114570ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Acts Fail To Qualify As ExceptionsfalseActsFailToQualifyAsExceptions
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Excess Business HoldingsfalseExcessBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Tr Fail To Qualify As ExceptionsfalseTrFailToQualifyAsExceptions
Maint Expend ResponsibilityfalseMaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
J BISHOP JOHNSTON
3600 LOOP RDMONROELA71201President0000
DOROTHY J JOHNSTON
3600 LOOP RDMONROELA71201Secretary0000
ELIZABETH J GUERRIERO
2757 POINT DRIVEMONROELA71201Board0000
DOROTHY J VINES
2771 POINT DRIVEMONROELA71201Board0000
JODIE B JOHNSTON LYLE
2805 PARGOUD BLVDMONROELA71201Board5.00000
KATHERINE PATRICK
2702 RIVER OAKS DRIVEMONROELA71201Board0000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances0AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets0TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets0AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable0CashDeemedCharitable
Net Noncharitable Assets0NetNoncharitableAssets
Minimum Investment Return0MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Distributable Amount As Adjusted0DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions63010ExpensesAndContributions
Qualifying Distributions63010QualifyingDistributions
Adj Qualifying Distributions63010AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted0DistributableAmountAsAdjusted
Excess Distri Carryover Year523326ExcessDistriCarryoverYear5
Total Excess Distri Carryover23326TotalExcessDistriCarryover
Qualifying Distributions63010QualifyingDistributions
Remaining Distri From Corpus63010RemainingDistriFromCorpus
Total Corpus86336TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year523326ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year63010ExcessDistriCyovToNextYear
Excess From Current Year63010ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManager
Shareholder ManagerNONEShareholderManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameJODI J LYLERecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4570AddressLine1
CityMONROECity
StateLAState
ZIP Code712114570ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number3183870281RecipientPhoneNumber
Form And Info And MaterialsNO SET FORM;CONFIRM TAX STATUS OF APPLICANT AND USE OF GIFTFormAndInfoAndMaterials
Submission DeadlinesNONESubmissionDeadlines
Restrictions On AwardsNONE, IF WITHIN OUR TAX-EXEMPT CONDITIONSRestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (31 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
ALZHEIMER'S ASSOCIATION
PO BOX 2471MONROELA71207PublicResearch$200
AMERICAN CANCER SOCIETY
1761 N 19THMONROELA71201PublicResearch$200
AMERICAN RED CROSS
HUDSON LANEMONROELA71201PublicResaearch$150
API SCHOLARSHIP FUND
PO BOX 219FAIRBANKSLA71240PublicEducation$300
CAMP QUALITY LA
PO BOX 363CALHOUNLA71225PrivateNeeded$700
FOOD BANK OF NORTH LA
PO BOX 5048MONROELA71211PrivateNeeded$4,000
GOODFELLOWS
PO BOX 1502MONROELA71210PublicNeeded$500
GRACE EPISCOPAL SCHOOL
1400 NORTH 4THMONROELA71201PrivateEducation$8,900
GRACE EPISCOPAL CHURCH
1400 NORTH 4THMONROELA71201PrivateReligion$300
KEDM RSDIO-ULM
225 STUBBMONROELA71209PublicEducation$100
KOMEN NORTHEAST CHAPTER
HUDSON LANEMONROELA71201PublicResearch$100
LUEKWMIA AND LYMPHOMA SOCIETY
5005 MITCHELLDALEHOUSTONTX77092PublicResearch$300
MDA
P O BOX JERRY KIDSPHOENIXAZ85062PublicYouth$500
MED CAMP OF LA
MED CAMP OFFICEMONROELA71201PublicResearcg$100
MONROE SYMPHONY
LAMY LANEMONROELA71201PVTEducation$300
NORTHEAST ARTS CRAFT
1209 OLIVER ROADMONROELA71203PublicAging$500
RIVER OAKS SCHOOL
600 FINKS HIDEWAY ROADMONROELA71203PublicEducation$119
SPECIAL OLYMPICS LA
PO BOX 19074BATON ROUGELA70893PublicSpecial Needs$183
ST FREDICK SCHOOL
3300 WESTMINSTERMONROELA71201PublicEducation$500
ST JUDE HOSPITAL
501 ST JUDE PLACEMEMPHISTN381051942PublicResearch$100
ST VINCENT DE PAUL PHARMACY
502 GRAMMONTMONROELA71201PrivateResearch$500
STERLINGTON HIGH SCHOOL
HWY 165 NORTHSTERLINGTONLA71740PublicEducation$20
THE CHILDRES MUSEUM
323 WALNUT STMONROELA71201PublicEducation$250
THE CURSILLO MOVEMENT
PO BOX 2584CROWLEYLA70527PublicEducation$250
THE SMITH TRAIN FOUNDATION
245 FIFTH AVE SUITE 2201NEW YORKLA10016PrivateResearch$100
THE UNITED WAY OF NORTHEASE LA
1201 HUDSON LANEMONROELA71201PublicResearch$12,000
TREY ALTICK FOUNDATION
ROSELAWNMONROELA71201PrivateResearch$9,600
ULM FOUNDATION
700 UNIVERSITY AVEMONROELA71203PublicEducation$12,500
ULM ALUMNI ASSO
700 UNIVERSITYMONROELA71201PublicEducation$400
ULM GOLF ASSO
700 UNIVERSITYMONROELA71201PublicEducation$840
MISC
MISCMONROELA71201PublicVarious$500
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year55012TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Business Code900001BusinessCode
Unrelated Business Income$2,094UnrelatedBusinessIncomeAmount
Exclusion Code7ExclusionCode

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Business Code900001BusinessCode
Unrelated Business Income$12,990UnrelatedBusinessIncomeAmount
Exclusion Code7ExclusionCode

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code13ExclusionCode
Exclusion$154,273ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$15,084UnrelatedBusinessIncomeAmount
Exclusion$154,273ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA169357TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryJames L Sanderlin Accounting and Tax ServicesCategory
Amount$1,350Amount

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAsset

FieldValueIRS element (for citing)
NamePublic traded stockName
How AcquiredPurchasedHowAcquired

Purchaser Name PurchaserName

FieldValueIRS element (for citing)
IndividualSTOCK MARKETIndividual
FieldValueIRS element (for citing)
Gross Sales Price1376088GrossSalesPrice
Basis1221815Basis
Total Net154273TotalNet

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

FieldValueIRS element (for citing)
DescriptionRoundingDescription
Amount-$38Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionState annual reportDescription
Revenue And Expenses Per Books5RevenueAndExpensesPerBooks
Disbursements Charitable Prps5DisbursementsCharitablePrps

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryCharles Schwab Investment Mgt feesCategory
Amount$6,643Amount

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