RJJB FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- RJJB FAMILY FOUNDATION (EIN 72-1376480)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-20
- IRS object ID
- 202022949349100922
- Schema version
- 2019v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-20T14:00:10-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464695596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PF TAX AND ACCOUNTING LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1055 HILLCREST RD STE F-1 | AddressLine1Txt |
| City | MOBILE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 366953957 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721376480 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RJJB FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RJJB | BusinessNameControlTxt |
| Phone | 2516077700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 91206 | AddressLine1Txt |
| City | MOBILE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 366911205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RODNEY A PILOT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2516077700 | PhoneNum |
| Signature | 2020-10-20 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDRA BLOUNT | PreparerPersonNm |
| PTIN | P00381766 | PTIN |
| Phone | 2516345287 | PhoneNum |
| Preparation | 2020-10-20 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 198.37.94.254 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-20 | IPDt |
| IP Tm | 14:00:10 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7E0C1A596DE60C0578E0AC353EC0BBF925AD4099 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7E0C1A596DE60C0578E0AC353EC0BBF925AD4099 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,115,397 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $10,298 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,298 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $187,009 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $187,009 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $760,965 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,378,361 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $61,435 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $916,260 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $916,260 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,874,532 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,175,002 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $17,515 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $17,515 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $715 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $715 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $7,425 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,345 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,598 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $105,528 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $104,418 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $131 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $131,183 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $108,763 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,959 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $991,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $991,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,122,183 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $108,763 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,010,959 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $752,349 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,066,239 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,752,399 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,845,095 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,845,095 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,019,527 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,568,977 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,442,478 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $8,557,243 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,667,446 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,827,824 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $18,329,169 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,081,518 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,115,397 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $18,329,169 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,081,518 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,329,169 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,081,518 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,329,169 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,081,518 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,329,169 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $752,349 | ExcessRevenueOverExpensesAmt |
| Subtotal | $19,081,518 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $19,081,518 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $61,435 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $726,129 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $20,326,193 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.035724 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $425,152 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,659,209 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.029002 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $215,994 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,539,552 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.025293 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $72,873 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,262,791 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.008819 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $465,620 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,963,827 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.066863 | DistributionYr5Rt |
| Total Distribution | 0.165701 | TotalDistributionRt |
| Average Distribution | 0.033140 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $20,217,374 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $670,004 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,662 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $680,666 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,010,959 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $10,662 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,662 | SubtotalAmt |
| Tax Based On Investment Income | $10,662 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $8,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $122 | EsPenaltyAmt |
| Tax Due | $2,284 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.RJJB.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANDRA BLOUNT CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2516345287 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1055 HILLCREST RD - F 1 | AddressLine1Txt |
| City | MOBILE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36695 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RODNEY A PILOT | ||||||||
| 1055 HILLCREST ROAD | MOBILE | AL | 36695 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| JEANNA M PILOT | ||||||||
| 1055 HILLCREST ROAD | MOBILE | AL | 36695 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| JORDAN G PILOT | ||||||||
| P O BOX 91206 | MOBILE | AL | 36691 | EXECUTIVE DI | 000.00 | $17,515 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,751,578 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $946,850 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $11,826,825 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,525,253 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $20,525,253 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $307,879 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,217,374 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,010,869 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,010,869 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,662 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,662 | TotalTaxAmt |
| Distributable Before Adj | $1,000,207 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,000,207 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,000,207 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,010,959 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,010,959 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10,662 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,000,297 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,000,207 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,010,532 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,010,959 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,010,532 | AppliedToYear1Amt |
| Applied To Current Year | $427 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $999,780 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JORDAN G PILOT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 91206 | AddressLine1Txt |
| City | MOBILE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 366911206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2516077700 | RecipientPhoneNum |
| Form And Info And Materials | THE GRANT PROPOSAL SHOULD BE PREPARED ON 8 1/2 X 11-INCH PAPER, PRINTED ON ONE SIDE ONLY AND SIGNED BY THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER. ONLY ONE COPY IS REQUIRED AND ANY ATTACHMENTS SHOULD BE LABELED. PLEASE DO NOT INCLUDE VIDEOTAPES OR AUDIOTAPES, PHOTOGRAPHS, ARTWORK OR OTHER BULKY ITEMS. THE PROPOSAL SHOULD INCLUDE THE FOLLOWING: A COVER LETTER WITH AGENCY NAME AND ADDRESS, THE NAME AND TELEPHONE NUMBER OF THE CONTACT PERSON, A ONE- PARAGRAPH SUMMARY OF THE PROJECT AND THE AMOUNT OF FUNDING REQUESTED. A BRIEF SUMMARY OF THE HISTORY OF THE AGENCY, ITS MISSION, ITS STAFF SIZE AND A LIST OF THE BOARD OF DIRECTORS AND/OR TRUSTEES. THE PROJECT'S GOALS AND OBJECTIVES AND HOW MANY WILL BE SERVED. SPECIFIC NEEDS TO BE ADDRESSED BY THE PROJECT. PROJECT WORK PLAN, INCLUDING A TIMELINE FOR KEY ACTIVITIES. PROJECT EVALUATION--PLEASE DEFINE WHAT A "SUCCESSFUL" PROJECT WOULD BE, INCLUDING WHAT SPECIFIC OUTCOMES ARE PLANNED HOW YOU PLAN TO MEASURE SUCCESS. DESCRIBE HOW THIS INFORMATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MAY BE SUBMITTED YEAR ROUND. GRANTS ARE REVIEWED ANNUALLY IN OCTOBER/NOVEMBER. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION CONSIDERS REQUESTS THAT SERVE THE NEEDS REFLECTED IN ITS MISSION - FAITH, COMMUNITY, AND EDUCATION. A GROUP MAY APPLY FOR A GRANT ONLY IF IT IS A NONPROFIT ORGANIZATION WITH TAX-EXEMPT STATUS UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE SERVICE CODE. IN ORDER TO BE CONSIDERED FOR A GRANT, THE ORGANIZATION AND THE PROJECT MUST CLEARLY DEMONSTRATE SOUND FISCAL MANAGEMENT AND ACCOUNTABILITY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ADJUSTERS GIVE BACK | |||||||
| 1055 HILLCREST RD | MOBILE | AL | 36695 | 501(C)(3) | GENERAL | $25,000 | |
| ALABAMA POLICY INSTITUTE | |||||||
| 2213 MORRIS AVE | BIRMINGHAM | AL | 35203 | 501(C)(3) | GENERAL OPERATING | $27,500 | |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | 501(C)(3) | GENERAL OPERATING | $25,000 | |
| ANCIENT WAY FARM | |||||||
| 799 MAYO RD | ELLERSLIE | GA | 31807 | 501(C)(3) | GENERAL OPERATING | $15,000 | |
| BAPTIST CHILDREN'S HOME | |||||||
| PO BOX 361767 | BIRMINGHAM | AL | 35236 | 501(C)(3) | GENERAL OPERATING | $5,000 | |
| BARTON ACADEMY FOUNDATION | |||||||
| PO BOX 571 | MOBILE | AL | 366010571 | 501(C)(3) | GENERAL OPERATING | $20,000 | |
| BAYSIDE ACADEMY | |||||||
| 303 DRYER AVE | DAPHNE | AL | 36526 | 501(C)(3) | GENERAL OPERATING | $60,000 | |
| BIG OAK RANCH | |||||||
| PO BOX 507 | SPRINGVILLE | AL | 35146 | 501(C)(3) | GENERAL OPERATING | $39,000 | |
| CAMP GRACE INC | |||||||
| PO BOX 91206 | MOBILE | AL | 366911206 | 501(C)(3) | GENERAL OPERATING | $5,000 | |
| CITIZENS CHURCH | |||||||
| 427 EXETER DRIVE | BIRMINGHAM | AL | 35206 | 501(C)(3) | GENERAL OPERATING | $7,500 | |
| COAST GUARD FOUNDATION | |||||||
| 394 TAUGWONK RD | STOVINGTON | CT | 06378 | 501(C)(3) | GENERAL OPERATING | $15,000 | |
| DAVIDSON LANDS CONSERVANCY | |||||||
| PO BOX 1952 | DAVIDSON | NC | 28036 | 501(C)(3) | GENERAL OPERATING | $1,000 | |
| EASTERN SHORE ARTS CENTER | |||||||
| 501 OAK STREET | FAIRHOPE | AL | 36532 | 501(C)(3) | GENERAL OPERATING | $5,000 | |
| EASTERN SHORE REPERTORY THEATRE | |||||||
| PO BOX 951 | FAIRHOPE | AL | 36533 | 501(C)(3) | GENERAL OPERATING | $5,000 | |
| FAMILY PROMISE OF BALDWIN CO | |||||||
| 20511 COUNTY ROAD 36 | SUMMERDALE | AL | 36580 | 501(C)(3) | GENERAL | $5,000 | |
| FUSE PROJECT | |||||||
| PO BOX 1134 | MOBILE | AL | 36633 | 501(C)(3) | GENERAL OPERATING | $50,000 | |
| IMPACT 100 BALDWIN COUNTY | |||||||
| PO BOX 1903 | FAIRHOPE | AL | 36533 | 501(C)(3) | GENERAL | $1,000 | |
| MCKEMIE PLACE | |||||||
| PO BOX 9082 | MOBILE | AL | 36691 | 501(C)(3) | GENERAL OPERATING | $10,000 | |
| MOBILE OPERA | |||||||
| 257 DAUPHIN STREET | MOBILE | AL | 36602 | 501(C)(3) | GENERAL OPERATING | $5,000 | |
| NEST OF MOBILE | |||||||
| 2315 COSTARIDES STREET | MOBILE | AL | 36617 | 501(C)(3) | GENERAL OPERATING | $2,500 | |
| OUTBACK UNIVERSITY | |||||||
| 402 OFFICE PARK DRIVE | BIRMINGHAM | AL | 35223 | 501(C)(3) | GENERAL OPERATING | $40,000 | SUITE 310 |
| PALMER WILLIAMS GROUP | |||||||
| 119 PATRICIA AVENUE | PRICHARD | AL | 36610 | 501(C)(3) | GENERAL OPERATING | $20,000 | |
| PRICHARD PREPARATORY SCHOOL | |||||||
| 746 MT SINAI AVENUE | WHISTLER | AL | 36612 | 501(C)(3) | GENERAL OPERATING | $15,000 | |
| PRODISEE PANTRY | |||||||
| 9315 SPANISH FORT BLVD | SPANISH FORT | AL | 36527 | 501(C)(3) | GENERAL OPERATING | $10,000 | |
| REDEEMER CHURCH | |||||||
| 1166 AVENUE OF THE AMERIC | NEW YORK | NY | 10036 | 501(C)(3) | GENERAL OPERATING | $35,000 | 16TH FLOOR |
| ROOTED MINISTRY | |||||||
| PO BOX 43673 | VESTAVIA | AL | 35243 | 501(C)(3) | GENERAL OPERATING | $1,000 | |
| SALVATION ARMY | |||||||
| PO BOX 1025 | MOBILE | AL | 366331025 | 501(C)(3) | HURRICANE RELIEF | $10,000 | |
| THE COMMUNITY FOUNDATION | |||||||
| 212 ST JOSEPH STREET | MOBILE | AL | 36602 | 501(C)(3) | GENERAL | $100,000 | |
| THE TRUE VINE FOUNDATION | |||||||
| 280 VINEYARD LANE | EUTAW | AL | 35462 | 501(C)(3) | GENERAL | $5,000 | |
| THOMAS HOSPITAL FOUNDATION | |||||||
| PO BOX 929 | FAIRHOPE | AL | 36533 | 501(C)(3) | CAPITAL CAMPAIGN | $10,000 | |
| TRINITY CHURCH | |||||||
| 1 RIVER ROAD | COS COB | CT | 06807 | 501(C)(3) | GENERAL OPERATING | $32,500 | |
| TRINITY PRESBYTERIAN CHURCH | |||||||
| 5518 RICE MINE RD NE | TUSCALOOSA | AL | 35406 | 501(C)(3) | GENERAL OPERATING | $12,500 | |
| TRINITY PRESBYTERIAN PRESCHOOL | |||||||
| 5518 RICE MINE ROAD | TUSCALOOSA | AL | 35406 | 501(C)(3) | GENERAL OPERATING | $3,000 | |
| UMS-WRIGHT PREPARATORY SCHOOL | |||||||
| 65 MOBILE STREET | MOBILE | AL | 36607 | 501(C)(3) | GENERAL OPERATING | $1,000 | |
| VETERANS RECOVERY RESOURCES | |||||||
| 119 PATRICIA AVENUE | PRICHARD | AL | 36610 | 501(C)(3) | GENERAL OPERATING | $50,000 | |
| VICTORY HEALTH PARTNERS | |||||||
| 3750 PROFESSIONAL PARKWAY | MOBILE | AL | 36609 | 501(C)(3) | GENERAL OPERATING | $5,000 | |
| YOUNG LIFE | |||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | 501(C)(3) | GENERAL OPERATING | $312,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $991,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $10,298 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $187,009 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $916,260 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $760,965 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,874,532 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,874,532 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EASI | CategoryTxt |
| Amt | $715 | Amt |
| Disbursements Charitable Prps | $715 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (27 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| MSSB 115157 | 2018-06 | PURCHASE | 2019-01 | $203,742 | $202,140 | $1,602 |
| MSSB 115157 | 2018-01 | PURCHASE | 2019-12 | $493,920 | $326,082 | $167,838 |
| MSSB 115157 | 2018-01 | PURCHASE | 2019-12 | $117,641 | $41,929 | $75,712 |
| MSSB 128451 | 2018-06 | PURCHASE | 2019-01 | $25,537 | $26,474 | -$937 |
| MSSB 128451 | 2018-01 | PURCHASE | 2019-12 | $125,825 | $104,416 | $21,409 |
| MSSB 028641 | 2018-06 | PURCHASE | 2019-01 | $36,534 | $35,533 | $1,001 |
| MSSB 028461 | 2018-01 | PURCHASE | 2019-12 | $252,104 | $177,912 | $74,192 |
| MSSB 029002 | 2018-06 | PURCHASE | 2019-01 | $395,400 | $394,786 | $614 |
| MSSB 029002 | 2018-06 | PURCHASE | 2019-01 | $3,117 | $3,401 | -$284 |
| MSSB 029002 | 2018-01 | PURCHASE | 2019-12 | $129,059 | $115,190 | $13,869 |
| MSSB 029002 | 2018-01 | PURCHASE | 2019-12 | $7,564 | $6,513 | $1,051 |
| MSSB 029002 | 2018-06 | PURCHASE | 2019-01 | $14,400 | $10,658 | $3,742 |
| MSSB 029002 | 2018-01 | PURCHASE | 2019-12 | $17,600 | $15,755 | $1,845 |
| MSSB 029003 | 2018-06 | PURCHASE | 2019-01 | $60,497 | $59,869 | $628 |
| MSSB 029003 | 2018-01 | PURCHASE | 2019-12 | $72,562 | $63,996 | $8,566 |
| MSSB 029003 | 2018-01 | PURCHASE | 2019-12 | $5,862 | $3,057 | $2,805 |
| MSSB 115158 | 2018-01 | PURCHASE | 2019-12 | $12 | $52,947 | -$52,935 |
| MSSB 115698 | 2018-06 | PURCHASE | 2019-01 | $53,246 | $55,640 | -$2,394 |
| MSSB 115698 | 2018-01 | PURCHASE | 2019-12 | $263,526 | $272,808 | -$9,282 |
| MSSB 115698 | 2018-01 | PURCHASE | 2019-12 | $5,735 | $7,639 | -$1,904 |
| MSSB 115782 | 2018-06 | PURCHASE | 2019-01 | $24,865 | $25,414 | -$549 |
| MSSB 115782 | 2018-01 | PURCHASE | 2019-12 | $218,787 | $227,912 | -$9,125 |
| MSSB 115782 | 2018-01 | PURCHASE | 2019-12 | $10,737 | $12,258 | -$1,521 |
| MSSB 115783 | 2018-06 | PURCHASE | 2019-01 | $33,898 | $35,609 | -$1,711 |
| MSSB 115783 | 2018-01 | PURCHASE | 2019-12 | $219,441 | $163,187 | $56,254 |
| MSSB 115783 | 2018-01 | PURCHASE | 2019-12 | $125,314 | $53,106 | $72,208 |
| QUALIA - 94071 SHARES | 2018-01 | PURCHASE | 2019-12 | $400,001 | $123,165 | $276,836 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS MKT'BL SECURITIES | StockNm |
| EOY Book Value | $6,568,977 | EOYBookValueAmt |
| EOYFMV | $6,442,478 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (24 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BIENVILLE VENTURES LP | FMV | $809,662 | $809,662 |
| HARLAN SPEC OPP FUND II LP | FMV | $414,165 | $414,165 |
| CORTLAND FUND III, LLC | FMV | $87,530 | $329,892 |
| RAP EIGHT ONE, LLC | FMV | $137,317 | $137,317 |
| QUINTESSENTIAL BIOSCIENCES, LLC | FMV | $750,000 | $750,000 |
| ECLIPSE FUND II, LLC | FMV | $52,142 | $97,878 |
| RAP MUDRICK ONE, LLC | FMV | $1,318,889 | $1,318,889 |
| CAPITALSPRING INVESTMENT PTRS V | FMV | $1,236,006 | $1,236,006 |
| BIENVILLE CAPITAL PARTNERS | FMV | $1,386,174 | $1,386,174 |
| BIENVILLE GLOBAL OPP FUND LP | FMV | $1,499,062 | $1,499,062 |
| MAXEX, LLC | FMV | $303,704 | |
| LUX CO-INVEST OPPORTUNITIES FD, LP | FMV | $170,479 | $170,479 |
| ROCKY MOUNTAIN RESOURCES | FMV | $300,015 | $400,020 |
| QUALIA SERIES B | FMV | $126,835 | $409,606 |
| BIENVILLE VENTURES II LP | FMV | ||
| BIENVILLE SAUDI OPP FD | FMV | $23,793 | $23,793 |
| CORTLAND PARTNERS FD IV LP | FMV | $233,856 | $418,656 |
| SEA-HCI SPV LLC | FMV | $556,476 | $556,476 |
| MUDRICK CAPITAL FUND II LLC | FMV | $631,941 | $632,941 |
| PILOT SKYKNIGHT II LLC | FMV | $337,789 | $337,789 |
| BIENVILLE PRIVATE OPP FUND LP | FMV | $108,649 | $108,649 |
| PILOT BRIGHTON ONE LLC | FMV | $76,154 | $76,154 |
| VERO TECHNOLOGIES INC | FMV | $150,000 | $150,000 |
| LEAPING CAT LLC | FMV | $260,512 | $260,512 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| INVESTMENT MANAGEMENT FEES | $104,418 | $104,418 | |
| BANK CHARGES | $30 | ||
| WORKERS' COMP INSURANCE | $131 | $131 | |
| MISCELLANEOUS | $949 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| LIMITED PARTNERSHIP GAINS | $1,016,362 | $1,016,362 |
| MSSB 029002 OTHER INCOME | $449 | $449 |
| MSSB 029003 P/S DISTRIB | $200 | $200 |
| MISCELLANEOUS | -$100,751 | -$100,751 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $1,482 | ||
| FOREIGN TAXES ON DIVIDEND INCOME | $4,345 | $4,345 | |
| PAYROLL TAXES | $1,598 | $1,598 |