STRATEGY STUDIO / PUBLIC DATA EXPLORER

JM JOBE FAMILY FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
JM JOBE FAMILY FOUNDATION INC (EIN 82-3569331)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-15
IRS object ID
202401369349102355
Schema version
2023v5.0
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)
Return2024-05-15T10:45:18-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN621110839PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ATA PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1300 FIRST STREETAddressLine1Txt
CityHENDERSONCityNm
State AbbreviationKYStateAbbreviationCd
ZIP42420ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN823569331EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JM JOBE FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJMJOBusinessNameControlTxt
Phone2708603395PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14029 RUDY ROADAddressLine1Txt
CityCORYDONCityNm
State AbbreviationKYStateAbbreviationCd
ZIP42406ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFF JOBEPersonNm
Person TitlePRESIDENT / CHAIRMANPersonTitleTxt
Phone2708603395PhoneNum
Signature2024-05-08SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJEFFPersonFirstNm
Person LastJOBEPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKRIS A KEMPPreparerPersonNm
PTINP01012192PTIN
Phone2708271577PhoneNum
Preparation2024-05-09PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$899,581FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$5,187InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,187InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$41,356DividendsRevAndExpnssAmt
Dividends Net Invst Incm$41,356DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$20,517NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$255,696GrossSalesPriceAmt
Total Rev And Expnss$26,026TotalRevAndExpnssAmt
Total Net Invst Incm$46,543TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$825AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$175TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$31OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,031TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$39,870ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$39,870ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$40,901TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$39,870TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$14,875ExcessRevenueOverExpensesAmt
Net Investment Income$46,543NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,143CashBOYAmt
Cash EOY$3,736CashEOYAmt
Cash EOYFMV$3,736CashEOYFMVAmt
Sav And Temp Cash Invst BOY$13,142SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$44,297SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$44,297SavAndTempCashInvstEOYFMVAmt
Corporate Bonds BOY$1,009,922CorporateBondsBOYAmt
Corporate Bonds EOY$966,392CorporateBondsEOYAmt
Corporate Bonds EOYFMV$840,136CorporateBondsEOYFMVAmt
Other Assets EOYFMV$11,412OtherAssetsEOYFMVAmt
Total Assets BOY$1,028,207TotalAssetsBOYAmt
Total Assets EOY$1,014,425TotalAssetsEOYAmt
Total Assets EOYFMV$899,581TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,028,207NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,014,425NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,028,207TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,014,425TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,028,207TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,014,425TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,028,207TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$14,875ExcessRevenueOverExpensesAmt
Other Increases$1,093OtherIncreasesAmt
Subtotal$1,014,425SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,014,425TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$647InvestmentIncomeExciseTaxAmt
Subtotal$647SubtotalAmt
Tax Based On Investment Income$647TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$36EsPenaltyAmt
Tax Due$683TaxDueAmt

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 StateKYOrgReportOrRegisterStateCd
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 AddressN/AWebsiteAddressTxt
Individual With BooksJEFF JOBEIndividualWithBooksNm
Phone2708603395PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14029 RUDY ROADAddressLine1Txt
CityCORYDONCityNm
State AbbreviationKYStateAbbreviationCd
ZIP42406ZIPCd
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
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JEFF JOBE
4029 RUDY ROADCORYDONKY42406PRESIDENT /000.00$0$0$0
MARY JOBE
4029 RUDY ROADCORYDONKY42406SECRETARY/ T000.00$0$0$0
ERIN JOBE
75 MESA STREETJAMESTOWNCO80455DIRECTOR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1WOMEN'S TRAILFESTDescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$853,917AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$39,617AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$893,534TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$893,534AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,403CashDeemedCharitableAmt
Net Vl Noncharitable Assets$880,131NetVlNoncharitableAssetsAmt
Minimum Investment Return$44,007MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$44,007MinimumInvestmentReturnAmt
Tax Based On Investment Income$647TaxBasedOnInvestmentIncomeAmt
Total Tax$647TotalTaxAmt
Distributable Before Adj$43,360DistributableBeforeAdjAmt
Distributable Before Ded$43,360DistributableBeforeDedAmt
Distributable As Adjusted$43,360DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$39,870ExpensesAndContributionsAmt
Qualifying Distributions$39,870QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$43,360DistributableAsAdjustedAmt
Undistributed Income PY$20,414UndistributedIncomePYAmt
Qualifying Distributions$39,870QualifyingDistributionsAmt
Applied To Year1$20,414AppliedToYear1Amt
Applied To Current Year$19,456AppliedToCurrentYearAmt
Undistributed Income CY$23,904UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
LEITCHFIELD VFW
415 LEE AVELEITCHFIELDKY42754BEVILLE PARK$10,000
DELTA WATERFOWL FOUNDATION
1412 BASIN AVEBISMARKND58504INCREASE DUCK PRODUCTION$4,805
FRIENDS OF LAND BETWEEN THE LAKES
345 MAINTENANCE RDCADIZKY42211SCHOOL FIELD TRIP GRAND PROGRAM$5,060
KENTUCKY FISH AND WILDLIFE FOUNDATI
306 W MAIN STFRANKFORTKY40601SCHOLARSHIPS FOR CAMP CURRIE$7,505
BENEVOLENCE FARM
4265 THOMPSON MILL RDGRAHAMNC27253EQUITABLE, JUST, & NUTURING WOMEN$3,000
TRANSPLANTING TRADITIONS COMMUNITY
2912 B JONES FERRY RDCHAPEL HILLNC27516PROVIDE ADULTS & YOUTH AG EDUCATION$7,000FARM
KY HUNTERS FOR THE HUNGRY
PO BOX 43281LOUISVILLEKY40253STATE WIDE HUNGER RELIEF PROGRAM$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$39,870TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Revenue Dtl ProgramServiceRevenueDtl

FieldValueIRS element (for citing)
DescWOMEN'S TRAILFESTDesc

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$5,187RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$41,356RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$20,517RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$26,026RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$26,026TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$825Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
ST NONCOVERED2022-10PURCHASE2023-02$29,500$29,794-$294
LT COVERED2021-04PURCHASE2023-01$226,196$246,419-$20,223

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondUBSBondNm
EOY Book Value$966,392EOYBookValueAmt
EOYFMV$840,136EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescACCRUED INTERESTDesc
EOYFMV$11,412EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
WOMEN'S TRAILFEST
EVENT INSURANCE
RABUN CO EVEN VENUE RESERVATI
SERVICES
GA STATE PARKS, USFS , & HOTE
FOOD
OTHER
EXPENSES
BANK FEES$16
KY ANNUAL REPORT FILING$15

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN VALUE/ UNREALIZED GAINS/LOSSESDesc
Amt$1,093Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryKY STATE TREASURERCategoryTxt
Amt$175Amt