2024-05-14T14:14:01-04:00 2023-06-30 630422784 WHITE MCCLUNG AND BARBER LLC 218 S THREE NOTCH ST ANDALUSIA AL 36420 990PF 2022-07-01 630812726 THE SOLON AND MARTHA DIXON FD SOLO 3342223138 PO BOX 1375 ANDALUSIA AL 36420 PHILLIP G JONES PRESIDENT 3342223138 2024-05-14 true PHILLIP G JONES XXX-XX-XXXX true SHON C MCCLUNG CPA P01069583 3342222907 2024-05-13 2022 2023-04-26 12:10:37Z X 26896853 X X 218558 218558 412092 412092 1016047 5303680 1016047 3509 3509 1650206 1650206 88000 35200 52800 10500 6825 3675 237684 237684 26241 7306 1877 927 950 364302 287942 57425 1340950 1340950 1705252 287942 1398375 -55046 1362264 811238 1424000 1424000 14424 7065 7065 2844578 2803949 2657512 13026148 12502226 19050233 3834868 3745408 3281976 32793 911 911 475156 472688 475156 475156 21036737 20958715 26896853 24447 1470 24447 1470 X 21012290 20957245 21012290 20957245 21036737 20958715 21012290 -55046 1 20957245 20957245 "PUBLICLY TRADED SECURITIES" P 5303680 4287633 1016047 1016047 1016047 18935 18935 18935 26000 26000 X 7065 7065 false false false false false false false true true AL true false false false false true NONE WHITE MCCLUNG & BARBER LLC CPAS WHITE MCCLUNG & BARBER LLC CPAS 3342223138 218 SOUTH THREE NOTCH STREET 218 SOUTH THREE NOTCH STREET ANDALUSIA AL 364201219 false false false false true false false false false false false false false false false false false false false false false DORIS B TYLER PO DRAWER 1375 ANDALUSIA AL 36420 DIRECTOR 1.50 9200 0 0 FRANK MCGUIRE PO DRAWER 1375 ANDALUSIA AL 36420 VICE PRESIDE 1.50 9200 0 0 LOUISA M BAKER PO DRAWER 1375 ANDALUSIA AL 36420 SECRETARY 1.50 9200 0 0 PHILLIP G JONES PO DRAWER 1375 ANDALUSIA AL 36420 PRESIDENT 6.00 51200 0 0 EVERETT E JOHNSON PO DRAWER 1375 ANDALUSIA AL 36420 TREASURER 1.50 9200 0 0 NONE NONE N/A 24667064 1333293 475156 26475513 26475513 397133 26078380 1303919 1303919 18935 18935 1284984 1284984 1284984 1398375 1398375 1284984 1381306 1398375 1381306 17069 1267915 PHILLIP G JONES PRESIDENT PO DRAWER 1375 ANDALUSIA AL 36420 3343430628 A LETTER OF REQUEST DETAILING THE TAX EXEMPT PURPOSE OF THE ENTITY AND THE PROJECT BEING UNDERTAKEN; WHO WILL BENEFIT FROM THE PROJECT; OTHER ENTITIES WHO WILL BE PARTICIPATING IN THE PROJECT; AMOUNT THAT THE REQUESTING ENTITY WILL BE CONTRIBUTING TO THE PROJECT AND THE AMOUNT WHICH THE ENTITY WILL BE REQUESTING FROM THIS FOUNDATION. IN THE NARRATIVE DESCRIBING THE PROJECT, THE ENTITY SHOULD STATE THE START-UP DATE OF THE PROJECT AND THE ESTIMATED COMPLETION DATE OF THE PROJECT. THE ENTITY IS TO INFORM THE FOUNDATION OF THE SUCCESS OF THE PROJECT AND PROVIDE APPROPRIATE PICTURES. IN ADDITION TO THE LETTER OF REQUEST, THE TAX EXEMPT ENTITY SHOULD ENCLOSE THE FOLLOWING DOCUMENTS: 1. LIST OF THE ENTITY'S CURRENT OFFICERS AND BOARD OF DIRECTORS. 2. COPY OF ENTITY'S 501(C)(3) DETERMINATION LETTER. 3. ENTITY'S LAST YEAR END FINANCIAL STATEMENTS. 4. ENTITY'S LAST FORM 990 OR FORM 990-EZ SUBMITTED TO THE IRS. REQUESTS TO THE FOUNDATION SHOULD BE SUBMITTED ON OR BEFORE SEPTEMBER 1ST, NOVEMBER 30TH, FEBRUARY 2 THE FOUNDATION'S CHARITABLE PURPOSE SEEKS TO SUPPORT AND PROMOTE THE CULTIVATION AND GROWTH OF FORESTS AS A NATURAL RESOURCE, AND TO SUPPORT AND PROMOTE EDUCATIONAL ACTIVITIES WHICH DEVELOP AND IMPLEMENT SYSTEMATIC FOREST MANAGEMENT INFORMATION FOR THE PRODUCTION OF TIMBER PRODUCTS AND AT THE SAME TIME PROMOTE CONSERVATION OF SUCH NATURAL RESOURCES, AND TO FOSTER ECOLOGICAL DEVELOPMENT OF CO-EXISTENCE BETWEEN TIMBER RESOURCES AND DISTRIBUTIONS OF HUMAN, SOCIAL AND CULTURAL PATTERNS. THE FOUNDATION ALSO CONSIDERS SCIENTIFIC AND EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3). PRIORITY IS GIVEN TO AUBURN UNIVERSITY'S COLLEGE OF FORESTRY,WILDLIFE AND ENVIRONMENT; SOUTHERN PREPARATORY ACADEMY; AND GOVERNMENT AND RELATED AGENCIES, EDUCATION SYSTEMS AND CHARITABLE ENTITIES, ALL WITHIN COVINGTON COUNTY, AL. AMERICA'S HEROES ENJOYING RECREATIO 8410 US HIGHWAY 80 TUSKEGEE AL 36083 NONE PC SUPPORT FOR VETERANS & 1ST RESPONDER 10000 ANDALUSIA BALLET ASSOC 420 CHURCH STREET ANDALUSIA AL 364201229 NONE PC SPONSOR PERFORMERS & GUEST DANCERS 7500 SAV-A-LIFE OF COVINGTON COUNTY INC P O BOX 487 ANDALUSIA AL 36420 NONE PC ASSISTANCE WITH OPERATING COSTS 10000 EASTER SEALS CAMP ASCCA P O BOX 21 JACKSONS GAP AL 36861 NONE PC ACCESSIBLE PARENT CAMPGROUND 15500 ANDALUSIA COMMUNITY CHRISTMAS P O BOX 1525 ANDALUSIA AL 36420 NONE PC CHRISTMAS FOR COMMUNITY CHILDREN 2500 ANDALUSIA H S SCHOLARSHIP FDN PO BOX 603 ANDALUSIA AL 36420 NONE EDU SCHOLARSHIPS FOR AHS STUDENTS 10000 AUBURN UNIVERSITY FOUNDATION 317 SOUTH COLLEGE STREET AUBURN AL 368495170 NONE EDU DORIS BASS TYLER ENDOWED SCHOLARSHIP 51000 AUBURN UNIVERSITY FOUNDATION 317 SOUTH COLLEGE STREET AUBURN AL 368495170 NONE EDU MATTRESSES/BED FRAMSES, POLARIS RANG 152000 AUBURN UNIVERSITY FOUNDATION 317 SOUTH COLLEGE STREET AUBURN AL 36830 NONE EDU DORMS @ FORESTRY ED CENTER 180000 BETHESDA HOUSE INC PO BOX 397 ANDALUSIA AL 36420 NONE PC OPERATING & CAPITAL ASSET COSTS 50000 CATER2COPS 1034 E COLUMBUS STREET DADEVILLE AL 36853 NONE PC RETREATS FOR POLICE OFFICERS & FAMIL 20000 CHILDREN'S OF ALABAMA 1600 7TH AVENUE SOUTH BIRMINGHAM AL 35223 NONE PC QUANTUM PERFUSION SYSTEMS 100000 COVINGTON COUNTY SCHOOLS 807 CC BAKER AVENUE ANDALUSIA AL 36420 NONE EDU SCHOOLS' CHORAL COMPANY (C4) 15500 COVINGTON COUNTY SCHOOLS 807 CC BAKER AVENUE ANDALUSIA AL 36420 NONE EDU STRAUGHN/PLEASANT HOME-CHORAL RISERS 15000 COVINGTON COUNTY SCHOOLS 807 CC BAKER AVENUE ANDALUSIA AL 36420 NONE EDU RED LEVEL SCHOOL- EXTENDED DAY PROG 5000 COVINGTON COUNTY SCHOOLS 807 CC BAKER AVENUE ANDALUSIA AL 36420 NONE EDU RED LEVEL SCHOOL-AQUAPONICS LEARNING 3800 COV CNTY FORESTRY PLANNING 1803 MLK EXPRESSWAY ANDALUSIA AL 36420 NONE GOV 2023 CAN-AM DEFENDER UTV 20400 COV CNTY FORESTRY PLANNING 1803 MLK EXPRESSWAY ANDALUSIA AL 36420 NONE GOV SPRAY GUNS, BOOM-LESS NOZZLES, PPES 7400 COVINGTON COUNTY UNITED FUND PO BOX 1791 ANDALUSIA AL 36420 NONE PC SUPPORT FOR COMMUNITY AGENCIES 2000 MEREDITH'S MIRACLES INC P O BOX 2032 ANDALUSIA AL 36420 NONE PC FINANCIAL SUPPORT SICK/INJURED CHILD 20000 DISCOVERING AL MUSEUM 103 SMITH HALL TUSCALOOSA AL 35487 NONE EDU PROMOTE NATURAL SCIENCE/CONSERVATION 25000 UNIVERSITY OF ALABAMA AT BIRMINGHAM 1720 2ND AVENUE SOUTH BIRMINGHAM AL 35294 NONE PC COMPREHENSIVE HEAD/NECK SURVIVORSHIP 100000 VOLUNTEERS OF AMERICA SOUTHEAST 1204 HILLCREST ROAD MOBILE AL 36609 NONE PC THANKSGIVING/CHRISTMAS MEALS-ELDERLY 2500 THE LONGLEAF ALLIANCE INC 12130 DIXON CENTER ROAD ANDALUSIA AL 36420 NONE PC SUPPORT FOR PURPOSE OF ENTITY 1000 THE LONGLEAF ALLIANCE INC 12130 DIXON CENTER ROAD ANDALUSIA AL 36420 NONE PC 3 PCS, MONITORS, PERIPHERALS & SOFTW 5200 COV CNTY COOP EXTENSION SERVICE PO BOX 519 ANDALUSIA AL 36420 NONE EDU SUPPORT FOR 4-H PROGRAM YEAR 2023/24 20000 FAITH BROADCASTING INC P O BOX 210789 MONTGOMERY AL 36121 NONE PC COMPUTERS, MONITORS & UPS 6000 FAITH BROADCASTING INC P O BOX 210789 MONTGOMERY AL 36121 NONE PC USED CARGO VAN FOR CHIEF ENGINEER 20000 FELLOWSHIP OF CHRISTIAN ATHLETES PO BOX 230685 MONTGOMERY AL 36123 NONE PC ADMIN, TEACHER & COACHES FAMILY RETR 2500 FRESH AIR FAMILY PO BOX 321038 BIRMINGHAM AL 35232 NONE PC GROSS OUT CAMP/HANDS-ON SCIENCE CAMP 15000 IMAGINATION LIBRARY INC PO BOX 643 ANDALUSIA AL 36420 NONE PC CHILDREN'S BOOKS FOR EARLY LEARNING 5000 OPP HOUSING AUTHORITY PO DRAWER 579 OPP AL 36467 NONE GOV SERC MLK CHALLENGE YOUTH INITIATIVES 11500 OPP CULTURAL ARTS CENTER PO BOX 377 OPP AL 36467 NONE PC SUPPLIES FOR ART CLASSES, KILN 22000 SOUTH CENTRAL AL MENTAL HEALTH 205 ACADEMY DRIVE ANDALUSIA AL 36420 NONE PC RENOVATION OF LAUNDRY RM, WASHER/DRY 10500 CROSSOVER ANCHORED WITH CHRIST 508 HIGHWAY 52 EAST OPP AL 36467 NONE PC GENERAL OPERATION COSTS 30000 CROSSOVER ANCHORED WITH CHRIST 508 HIGHWAY 52 EAST OPP AL 36467 NONE PC SUPPORT FOR DRUG RECOVERY PROGRAM 1000 LBW COMMUNITY COLLEGE FDN PO DRAWER 1311 ANDALUSIA AL 36420 NONE EDU ENTRANCE SIGNS FOR CAMPUSES 50000 LIBERTY LEARNING FOUNDATION INC 3414 GOVERNORS DRIVE HUNTSVILLE AL 35805 NONE PC CIVIC & CHARACTER DEVELOPMENT 26100 SOUTHERN PREPARATORY ACADEMY 174 WARD CIRCLE CAMP HILL AL 36850 NONE EDU SECURITY SYSTEMS FOR TALLAPOOSA HALL 25000 AMERICAN RED CROSS 35 N SAGE AVENUE MOBILE AL 36607 NONE PC ASSISTANCE TO FAMILIES IN COV CNTY 2500 AL JUNIOR MISS SCHOLARSHIP FDN INC PO BOX 231180 MONTGOMERY AL 361231180 NONE PC DISTINGUISHED YOUNG WOMEN-COV CNTY 5000 ANDALUSIA KIWANIS CLUB FOUNDATION PO BOX 975 ANDALUSIA AL 36420 NONE PC COMPLETE PAVILION & ELECTRONIC SIGN 50000 ANDALUSIA KIWANIS CLUB FOUNDATION PO BOX 975 ANDALUSIA AL 36420 NONE PC BUILDING ROOF REPAIR WITH SPRAY FOAM 50000 CITY OF ANDALUSIA 505 EAST THREE NOTCH ST ANDALUSIA AL 36420 NONE GOV ADULT ACTIVITY CENTER 9300 COV CNTY CHILD ADVOCACY CENTER 125 MEDICAL PARK DRIVE ANDALUSIA AL 36420 NONE PC REAL ESTATE, 122 6TH AVENUE 75000 COV CNTY SHERIFF'S DEPARTMENT PO BOX 188 ANDALUSIA AL 36420 NONE GOV NATIONAL CHILD SAFETY COUNCIL 1250 COVINGTON REGION HONOR FLIGHT PO BOX 281 ANDALUSIA AL 36420 NONE PC 2023 HONOR FLIGHT FOR VETERANS 2000 MEALS OF LOVE OPP PO BOX 1129 OPP AL 36467 NONE PC MEAL COSTS & CAPITAL ASSETS 15000 CITY OF OPP PO BOX 610 OPP AL 36467 NONE GOV INSTALLATION OF SPLASH PAD 50000 USS ALABAMA BATTLESHIP FDN PO BOX 65 MOBILE AL 366010065 NONE PC RENOVATION & REFURBISHMENT 5000 1340950 14 218558 14 412092 16 3509 18 1016047 1650206 1650206 false false false false false false false false false false ACCOUNTING & TAX FEES 10500 6825 3675 CORPORATE BONDS 3745408 3281976 CORPORATE STOCK 12502226 19050233 2803949 2657512 INTEREST PURCHASED ON BONDS AT COST 911 911 UNSETTLED STOCK TRADES AT COST LAND - 104 ACRES 475156 475156 475156 EXPENSES OFFICE EXPENSE & POSTAGE 354 124 230 INSURANCE - OFFICERS & DIRECT 1440 720 720 INSURANCE - TIMBER AND LAND 83 83 LEASE FOR LONGLEAF PINE STRAW 3500 3500 OIL ROYALTIES 9 9 ROUNDING 1 FEDERAL & AL WITHHOLDING TAX 1515 1470 FEDERAL EXCISE TAX PAYABLE DEFERRED SETTLEMENT COSTS 22932 INVESTMENT MANAGEMENT FEES 237684 237684 FOREIGN TAXES 7306 7306 FEDERAL EXCISE TAX 18935