J W BARNETT JR FAMILY FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: J W BARNETT JR FAMILY FOUNDATION (EIN 64-0867006)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-05-10
IRS object ID: 201231319349100973
Schema version: 2011v1.2
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
Accounting Fees Schedule
Compensation Explanation
Gain Loss Sale Other Assets Sch
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-05-10T14:24:56-05:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HOLT & ASSOCIATES PLLC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 226	AddressLine1
City	LAUREL	City
State	MS	State
ZIP Code	394410226	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	640867006	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	JW BARNETT JR FAMILY FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	JWBA	NameControl

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	18 DOGWOOD TRAIL	AddressLine1
City	LAUREL	City
State	MS	State
ZIP Code	39443	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	LEE L BARNETT	Name
Title	DIRECTOR	Title
Date Signed	2012-03-29	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	DAVID DILL	Name
Phone	6016493000	Phone
Date Prepared	2012-05-09	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	467718	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss	11	InterestOnSavingsRevAndExpnss
Interest On Savings Adj Net Incm	11	InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss	10198	DividendsRevAndExpnss
Dividends Adj Net Incm	10198	DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss	3808	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	106025	GrossSalesPrice
Total Revenue And Expenses	14017	TotalRevenueAndExpenses
Total Net Investment Income	0	TotalNetInvestmentIncome
Total Adjusted Net Income	10209	TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss	10755	CompOfcrDirTrstRevAndExpnss
Accounting Fees Rev And Expnss	452	AccountingFeesRevAndExpnss
Other Expenses Rev And Expnss	998	OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss	12205	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	0	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	88417	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	88417	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	100622	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	0	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	88417	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-86605	ExcessOfRevenueOverExpenses
Net Investment Income	0	NetInvestmentIncome
Adjusted Net Income	10209	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	1763	CashBOY
Cash EOY	7534	CashEOY
Cash EOYFMV	7533	CashEOYFMV
Savings And Temp Cash Invst BOY	370877	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	278501	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	460185	SavingsAndTempCashInvstEOYFMV
Total Assets BOY	372640	TotalAssetsBOY
Total Assets EOY	286035	TotalAssetsEOY
Total Assets EOYFMV	467718	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Follow SFAS117	X	OrgThatFollowSFAS117
Unrestricted BOY	372640	UnrestrictedBOY
Unrestricted EOY	286035	UnrestrictedEOY
Total Net Assets BOY	372640	TotalNetAssetsBOY
Total Net Assets EOY	286035	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	372640	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	286035	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	372640	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-86605	ExcessOfRevenueOverExpenses
Subtotal	286035	Subtotal
Total Net Assets Fund Balances EOY	286035	TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	55733	QualifyingDistributionsYear1
Qualifying Distributions Year2	66628	QualifyingDistributionsYear2
Qualifying Distributions Year3	75523	QualifyingDistributionsYear3
Qualifying Distributions Year4	81972	QualifyingDistributionsYear4
Qualifying Distributions Year5	57327	QualifyingDistributionsYear5
Net Noncharitable Assets	0	NetNoncharitableAssets
Adj Nonchrtbl Assets And One	0	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	88417	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	0	InvestmentIncomeExciseTax
Amount Credited To Next Year	0	AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	KIM KNOX	BooksInCareOfPersonName
Books In Care Of Phone Number	6016497687	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	18 DOGWOOD TRAIL	AddressLine1
City	LAUREL	City
State	MS	State
ZIP Code	39443	ZIPCode

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
LEE L BARNETT
18 DOGWOOD TRAIL	LAUREL	MS	39443	DIRECTOR	3.00	2151	0	0
AMY GONZALEZ
18 DOGWOOD TRAIL	LAUREL	MS	39443	DIRECTOR	3.00	2151	0	0
LARRY LAURENDINE
18 DOGWOOD TRAIL	LAUREL	MS	39443	DIRECTOR	3.00	2151	0	0
KIM KNOX
18 DOGWOOD TRAIL	LAUREL	MS	39443	DIRECTOR	3.00	2151	0	0
VICKI SMITH
18 DOGWOOD TRAIL	LAUREL	MS	39443	DIRECTOR	3.00	2151	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Description1	N/A	Description1

Minimum Investment Return MinimumInvestmentReturn

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

Distributable DistributableAmount

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

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	88417	ExpensesAndContributions
Qualifying Distributions	88417	QualifyingDistributions
Adj Qualifying Distributions	88417	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	0	DistributableAmountAsAdjusted
Excess Distri Carryover Year5	23561	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	79180	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	75523	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	66628	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	55733	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	300625	TotalExcessDistriCarryover
Qualifying Distributions	88417	QualifyingDistributions
Remaining Distri From Corpus	88417	RemainingDistriFromCorpus
Total Corpus	389042	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov From Year5	23561	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	365481	ExcessDistriCyovToNextYear
Excess From Year4	79180	ExcessFromYear4
Excess From Year3	75523	ExcessFromYear3
Excess From Year2	66628	ExcessFromYear2
Excess From Year1	55733	ExcessFromYear1
Excess From Current Year	88417	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (22 entries)

Address Line1RecipientUSAddress/AddressLine1	Address Line2RecipientUSAddress/AddressLine2	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
AMERICAN RED CROSS
401 W OAK ST	401 W OAK ST	LAUREL	MS	39440	SPONSORSHIP	$2,200
CAMPUS CRUSADE FOR CHRIST
PO BOX 628222	PO BOX 628222	ORLANDO	FL	32862	SPONSORSHIP	$3,600
CHRISTIAN FOOD MISSION
PO BOX 2422	PO BOX 2422	LAUREL	MS	39440	SPONSORSHIP	$3,000
CLAIRE BOOTHE LUCE PO
112 ELDEN ST STE P	112 ELDEN ST STE P	HERNDON	VA	20170	SPONSORSHIP	$1,200
COMPASSION INTERNATIONAL
12290 VOYAGER PARKWAY	12290 VOYAGER PARKWAY	COLORADO SPRINGS	CO	80997	SPONSORSHIP	$5,318
CORAL RIDGE MINISTRIES
PO BOX 40	PO BOX 40	FT LAUDERDALE	FL	33302	SPONSORSHIP	$1,200
COVENANT PRESBYTERIAN CHU
1317 PARKER DR	1317 PARKER DR	LAUREL	MS	39440	SPONSORSHIP	$1,200
CRISIS PREGNANCY CENTER
PO BOX 4044	PO BOX 4044	LAUREL	MS	39441	SPONSORSHIP	$1,200
FISHER HOUSE
1401 ROCKVILLE PIKE STE	1401 ROCKVILLE PIKE STE	ROCKVILLE	MD	20852	SPONSORSHIP	$2,400
FOOD FOR THE HUNGRY
1224 EAST WASHINGTON STRE	1224 E WASHINGTON STREET	PHOENIX	AZ	85034	SPONSORSHIP	$500
FRENCH CAMP ACADEMY
ONE FINE PLACE	ONE FINE PLACE	FRENCH CAMP	MS	39745	SPONSORSHIP	$3,600
HERE'S LIFE AFRICA
601 W MAIN STREET	601 W MAIN STREET	DECATUR	TX	76835	SPONSORSHIP	$5,000
IMPACT MISSIONS
PO BOX 1406	PO BOX 1406	HOLLAND	MI	494221406	SPONSORSHIP	$5,000
LAUREL CHRISTIAN SCHOOL
2601 AUDOBON DR	2601 AUDOBON DR	LAUREL	MS	39440	SPONSORSHIP	$26,959
LAUREN ROGERS MUSEUM OF ART
PO BOX 1108	PO BOX 1108	LAUREL	MS	394411108	SPONSORSHIP	$6,000
LIGONIER MINISTRIES
PO BOX 863595	PO BOX 863595	ORLANDO	FL	32886	SPONSORSHIP	$1,200
PALMER HOME FOR CHILDREN
PO BOX 746	PO BOX 746	COLUMBUS	MS	39703	SPONSORSHIP	$1,200
SALVATION ARMY
205 N 13TH AVE	205 N 13TH AVE	LAUREL	MS	39440	SPONSORSHIP	$6,700
SAMARITAN'S PURSE
PO BOX 3000	PO BOX 3000	BOONE	NC	28607	SPONSORSHIP	$2,000
SPECIAL OLYMPICS
15 OLYMPIC WAY	15 OLYMPIC WAY	MADISON	MS	39110	SPONSORSHIP	$540
ST JUDE'S CHILDREN'S HOS
501 ST JUDE PLACE	501 ST JUDE PLACE	MEMPHIS	TN	38105	SPONSORSHIP	$2,400
THE SMILE TRAIN
245 FIFTH AVEN STE 2201	245 FIFTH AVEN STE 2201	NEW YORK	NY	10016	SPONSORSHIP	$6,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	88417	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$11	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$10,198	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	3808	RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$10,209	ExclusionAmount
Related Or Exempt Function Income	3808	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	14017	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	INDIRECT ACCOUNTING FEES	Category
Amount	$452	Amount

Compensation Explanation CompensationExplanation

Compensation Compensation (5 entries)

LEE L BARNETT
AMY GONZALEZ
LARRY LAURENDINE
KIM KNOX
VICKI SMITH

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAsset

Field	Value	IRS element (for citing)
Name	EDWARD JONES-LONG TERM	Name
Date Acquired	2009-01	DateAcquired
How Acquired	PURCHASE	HowAcquired
Date Sold	2010-01	DateSold
Gross Sales Price	106025	GrossSalesPrice
Basis	102217	Basis
Total Net	3808	TotalNet

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (6 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks
EXPENSES
BANK FEES	139
POSTAGE	88
FEES	150
OFFICE SUPPLIES	240
TAXES	381