RJJB FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- RJJB FAMILY FOUNDATION (EIN 72-1376480)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202543219349104869
- Schema version
- 2024v5.2
- 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
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T14:11:44-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454084437 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARREN AVERETT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 ACTON ROAD | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35243 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | 36691 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CURTIS PILOT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2516077700 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STACY WATTS | PreparerPersonNm |
| PTIN | P01464575 | PTIN |
| Phone | 2059794100 | PhoneNum |
| Preparation | 2025-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $32,181,857 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $7,570,530 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $464,512 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $464,512 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$32,493 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,356,100 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,006,645 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,004,334 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $9,009,194 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,468,846 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $125,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $125,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $22,910 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $22,910 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $231,172 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $231,172 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $52,245 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $9,821 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $34,071 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $34,071 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $67,182 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,295 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $65,887 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $532,580 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $232,467 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $257,689 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,282,060 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,282,060 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,814,640 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $232,467 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,539,749 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,194,554 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,236,379 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $71,455 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $62,887 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $62,887 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,773,230 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,081,499 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,524,624 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $15,315,662 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,200,769 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,594,346 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $25,160,347 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,345,155 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,181,857 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $4,913 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,764 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,913 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,764 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $25,155,434 | RetainedEarningBOYAmt |
| Retained Earning EOY | $32,343,391 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,155,434 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,343,391 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,160,347 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,345,155 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,155,434 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,194,554 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $32,349,988 | SubtotalAmt |
| Other Decreases | $6,597 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $32,343,391 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SHORT TERM FIDELITY | P | 2024-04-02 | 2024-11-06 | $4,727,424 | $4,772,488 | -$45,064 | -$45,064 |
| LONG TERM FIDELITY | P | 2022-07-12 | 2024-04-02 | $94,880 | $68,997 | $25,883 | $25,883 |
| LONG TERM CHARLES SCHWAB | P | 2017-03-29 | 2024-12-30 | $533,617 | $547,108 | -$13,491 | -$13,491 |
| CAPITAL GAINS DIVIDENDS | P | $179 | $179 | $179 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$32,493 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$45,064 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,186 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,186 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,186 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,700 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $13,700 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $560 | EsPenaltyAmt |
| Tax Due | $4,046 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.RJJB.COM | WebsiteAddressTxt |
| Individual With Books | PF TAX AND ACCOUNTING LLC | IndividualWithBooksNm |
| 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 | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 | 0.50 | $0 | $0 | $0 |
| JEANNA M PILOT | ||||||||
| 1055 HILLCREST ROAD | MOBILE | AL | 36695 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| JORDAN G PILOT | ||||||||
| P O BOX 91206 | MOBILE | AL | 36691 | EXECUTIVE DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,770,358 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,966,556 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $14,594,346 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,331,260 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,331,260 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $439,969 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,891,291 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,444,565 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,444,565 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,186 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,186 | TotalTaxAmt |
| Distributable Before Adj | $1,427,379 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,427,379 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,427,379 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,539,749 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,539,749 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,427,379 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,484,661 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,539,749 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,484,661 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $55,088 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,372,291 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JEROD A 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 | 2516345287 | RecipientPhoneNum |
| Recipient Email Address | JPILOT@RJJB.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | THE GRANT PROPOSAL SHOULD BE PREPARED ON ONE 8 1/2 X 11-INCH PAPER AND SIGNED BY THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER AND ANY ATTACHMENTS SHOULD BE LABELED. 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, THE BUDGET FOR THE PROJECT, A LIST OF OTHER CONTRIBUTIONS, A LIST OF OTHER FUNDING SOURCES TO WHICH THE PROJECT HAS BEEN SUBMITTED, LETTER OF SUPPORT IF AVAILABLE, A PHOTOCOPY OF THE AGENCY'S 50(C)(3) DETERMINATION LETTER, AND A COPY OF THE AGENCY'S CURRENT OPERATING BUDGET. | 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 (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADJUSTERS GIVE BACK | |||||||
| 1055 HILLCREST RD | MOBILE | AL | 36695 | NONE | 501(C)(3) | GENERAL OPERATING | $25,000 |
| ALABAMA POLICY INSTITUTE | |||||||
| 2213 MORRIS AVE | BIRMINGHAM | AL | 35203 | NONE | 501(C)(3) | GENERAL OPERATING | $30,000 |
| BALDWIN FAMILY VILLAGE | |||||||
| 155 S SECTION STREET | FAIRHOPE | AL | 36532 | NONE | 501(C)(3) | GENERAL OPERATING | $11,500 |
| BALLER DREAM FOUNDATION | |||||||
| 707 BELROSE AVENUE | DAPHNE | AL | 36526 | NONE | 501(C)(3) | GENERAL OPERATING | $10,000 |
| BAYSIDE ACADEMY | |||||||
| 303 DRYER AVE | DAPHNE | AL | 36526 | NONE | 501(C)(3) | GENERAL OPERATING | $55,000 |
| BIG OAK RANCH | |||||||
| PO BOX 507 | SPRINGVILLE | AL | 35146 | NONE | 501(C)(3) | GENERAL OPERATING | $34,000 |
| COAST GUARD FOUNDATION | |||||||
| 394 TAUGWONK RD | STOVINGTON | CT | 06378 | NONE | 501(C)(3) | GENERAL OPERATING | $5,000 |
| DISTINGUISHED YOUNG WOMEN | |||||||
| 751 GOVERNMENT STREET | MOBILE | AL | 36602 | NONE | 501(C)(3) | GENERAL OPERATING | $3,000 |
| EASTERN SHORE ARTS CENTER | |||||||
| 501 OAK STREET | FAIRHOPE | AL | 36532 | NONE | 501(C)(3) | GENERAL OPERATING | $5,000 |
| EASTERN SHORE REPERTORY THEATRE | |||||||
| PO BOX 951 | FAIRHOPE | AL | 36533 | NONE | 501(C)(3) | GENERAL OPERATING | $5,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| PO BOX 16705 | MOBILE | AL | 36616 | NONE | 501(C)(3) | GENERAL OPERATING | $10,000 |
| IMPACT 100 BALDWIN COUNTY | |||||||
| PO BOX 1903 | FAIRHOPE | AL | 36533 | NONE | 501(C)(3) | GENERAL OPERATING | $3,000 |
| LIGHT OF THE VILLAGE | |||||||
| PO BOX 1641 | BAY MINETTE | AL | 36507 | NONE | 501(C)(3) | GENERAL OPERATING | $5,000 |
| MANUFACTURE GOOD FKA MAGIC CITY WOODWORKS | |||||||
| 925 28TH STREET NORTH | BIRMINGHAM | AL | 35203 | NONE | 501(C)(3) | GENERAL OPERATING | $15,000 |
| MOBILE BAYKEEPER | |||||||
| 450 C GOVERNMENT STREET | MOBILE | AL | 36602 | NONE | 501(C)(3) | GENERAL OPERATING | $50,000 |
| NATIONAL CHRISTIAN FOUNDATION | |||||||
| 400 OFFICE PARK DRIVE | BIRMINGHAM | AL | 35223 | NONE | 501(C)(3) | GENERAL OPERATING | $720,000 |
| ONE MORE MOMENT | |||||||
| 30514 PINE COURT | SPANISH FORT | AL | 36527 | NONE | 501(C)(3) | GENERAL OPERATING | $5,000 |
| PALMER WILLIAMS GROUP | |||||||
| 119 PATRICIA AVENUE | PRICHARD | AL | 36610 | NONE | 501(C)(3) | GENERAL OPERATING | $20,000 |
| PRODISEE PANTRY | |||||||
| 9315 SPANISH FORT BLVD | SPANISH FORT | AL | 36527 | NONE | 501(C)(3) | GENERAL OPERATING | $13,500 |
| SEARCH MINISTRIES | |||||||
| PO BOX 165029 | FORT WORTH | TX | 761615029 | NONE | 501(C)(3) | GENERAL OPERATING | $5,000 |
| THOMAS HOSPITAL FOUNDATION | |||||||
| PO BOX 929 | FAIRHOPE | AL | 36533 | NONE | 501(C)(3) | CAPITAL CAMPAIGN | $25,000 |
| TRUE VINE FOUNDATION | |||||||
| 280 VINEYARD LANE | EUTAW | AL | 35462 | NONE | 501(C)(3) | GENERAL OPERATING | $5,000 |
| UNIVERSITY OF MOBILE | |||||||
| 5735 COLLEGE PARKWAY | MOBILE | AL | 36613 | NONE | 501(C)(3) | GENERAL OPERATING | $15,000 |
| USIEA | |||||||
| 402 OFFICE PARK DR | MOUNTAIN BROOK | AL | 35223 | NONE | 501(C)(3) | GENERAL OPERATING | $5,000 |
| VICTORY HEALTH PARTNERS | |||||||
| 3750 PROFESSIONAL PARKWAY | MOBILE | AL | 36609 | NONE | 501(C)(3) | GENERAL OPERATING | $25,000 |
| WOMEN'S RESOURCE CENTER | |||||||
| 718 DOWNTOWNER LOOP WEST | MOBILE | AL | 36609 | NONE | 501(C)(3) | GENERAL OPERATING | $10,000 |
| YOUNG LIFE | |||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | NONE | 501(C)(3) | GENERAL OPERATING | $60,000 |
| INFIRMARY FOUNDATION | |||||||
| 3 MOBILE INFIRMARY CIR STE 201 | MOBILE | AL | 36607 | NONE | 501(C)(3) | GENERAL OPERATING | $1,000 |
| HOPE COMMUNITY | |||||||
| 2403 E SOUTH BLVD | MONTGOMERY | AL | 36116 | NONE | 501(C)(3) | GENERAL OPERATING | $12,500 |
| THE CENTER OF EXECUTIVE LEADERSHIP | |||||||
| 200 UNION HILL DR STE 200 | BIRMINGHAM | AL | 35209 | NONE | 501(C)(3) | GENERAL OPERATING | $23,560 |
| BALDWIN PREPARATORY ACADEMY | |||||||
| 33243 STATE HIGHWAY 59 | LOXLEY | AL | 36551 | NONE | 501(C)(3) | GENERAL OPERATING | $20,000 |
| FAMILY PROMISE OF BALDWIN COUNTY INC | |||||||
| 20511 COUNTY ROAD 36 | SUMMERDALE | AL | 36580 | NONE | 501(C)(3) | GENERAL OPERATING | $5,000 |
| SOAR LEADERSHIP INSTITUTE | |||||||
| 2200 HWY 98 SUITE 4 312 | DAPHNE | AL | 36256 | NONE | 501(C)(3) | GENERAL OPERATING | $10,000 |
| GENEROSITY NEW YORK | |||||||
| 1460 BROADWAY | RIDGEFIELD | CT | 06877 | NONE | 501(C)(3) | GENERAL OPERATING | $10,000 |
| LIFEWISE ACADEMY | |||||||
| 5375 GRACE ST | HILLIARD | OH | 43026 | NONE | 501(C)(3) | GENERAL OPERATING | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,282,060 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $464,512 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$32,493 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| PASSTHROUGH INCOME | 525990 | $2,311 | 01 | $985,638 |
| RETURN OF CAPITAL | 01 | $18,696 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2,311 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,436,353 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,438,664 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RODNEY & JEANNA PILOT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1055 HILLCREST ROAD F-1 | AddressLine1Txt |
| City | MOBILE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36695 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $7,570,530 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS SHARES OF STOCK | NoncashPropertyDesc |
| Fair Market Value | $7,570,530 | FairMarketValueAmt |
| Received | 2024-12-26 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY INVESTMENTS | $8,527,269 | $10,322,877 |
| SCHWAB INVESTMENTS | $7,554,230 | $7,201,747 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LIMITED PARTNERSHIP INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $16,200,769 | BookValueAmt |
| EOYFMV | $14,594,346 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES | Desc |
| Amt | $6,597 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES | $1,295 | $1,295 | $0 | $0 |
| MISCELLANEOUS EXPENSES | $12 | $0 | $0 | $12 |
| BRANDING/MARKETING | $28,860 | $0 | $0 | $28,860 |
| DUES/SUBSCRIPTION | $7,199 | $0 | $0 | $7,199 |
| EVENT EXPENSES | $19,088 | $0 | $0 | $19,088 |
| MEALS | $5,776 | $0 | $0 | $5,776 |
| OFFICE SUPPLIES | $3,798 | $0 | $0 | $3,798 |
| WEBSITE MAINTENANCE | $764 | $0 | $0 | $764 |
| WORKERS' COMP INSURANCE | $390 | $0 | $0 | $390 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PASSTHROUGH INCOME | $987,949 | $985,638 | $0 |
| RETURN OF CAPITAL | $18,696 | $18,696 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| MISCELLANEOUS PAYABLE | $129 | $0 |
| CREDIT CARD PAYABLE | $4,784 | $1,764 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $231,172 | Amt |
| Net Investment Income | $231,172 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INCOME TAXES - UBTI | $17,332 | $0 | $0 | $0 |
| PAYROLL TAXES | $9,821 | $0 | $0 | $9,821 |
| EXCISE TAXES | $25,092 | $0 | $0 | $0 |