2024-10-11T10:06:30-05:00 2024-05-31 420714325 RSM US LLP 4622 PENNSYLVANIA AVE STE 1100 KANSAS CITY MO 64112 990PF 2023-06-01 631278050 CACAJONES FAMILY FOUNDATION C/O CARL E JONES JR CACA 2059393559 2700 ARLINGTON AVE S 28 BIRMINGHAM AL 352054153 CARL E JONES JR TREASURER 2059393559 2024-10-09 1 1 KEVIN ENSMINGER P01310558 8167533000 2024-10-09 2023 2024-10-15 13:58:12Z X 8235572 X 0 X 8185 8185 176017 176017 1368645 1605317 1368645 1552847 1552847 0 0 0 3413 3413 0 7499 7499 0 7814 1876 0 29 29 0 18755 12817 0 340875 340875 359630 12817 340875 1193217 1540030 157093 27670 27670 3213262 4535902 8207902 3370355 4563572 8235572 0 0 X 0 0 0 0 3370355 4563572 3370355 4563572 3370355 4563572 3370355 1193217 0 4563572 0 4563572 PUBLICLY TRADED SECURITIES D 1598818 236672 1362146 1362146 CAPITAL GAINS DIVIDENDS P 6499 6499 6499 1368645 21406 0 21406 0 21406 4080 0 0 0 4080 X 0 17326 0 0 0 0 0 0 0 0 0 0 1 1 AL 1 0 0 0 0 1 N/A CARL E JONES JR 2059393559 2700 ARLINGTON AVE SOUTH 28 BIRMINGHAM AL 35205 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CARL E JONES III 2700 ARLINGTON AVE S 28 BIRMINGHAM AL 352054153 PRESIDENT & DIRECTOR 1.00 0 0 0 LAURA B JONES 2700 ARLINGTON AVE S 28 BIRMINGHAM AL 352054153 VICE-PRESIDENT & DIRECTOR 1.00 0 0 0 ARLENE J SEVY 2700 ARLINGTON AVE S 28 BIRMINGHAM AL 352054153 SECRETARY & DIRECTOR 1.00 0 0 0 CARL E JONES JR 2700 ARLINGTON AVE S 28 BIRMINGHAM AL 352054153 TREASURER & DIRECTOR 1.00 0 0 0 ERIC B SEVY 2700 ARLINGTON AVE S 28 BIRMINGHAM AL 352054153 VICE-PRESIDENT & DIRECTOR 1.00 0 0 0 SOPHIE J MCLAY 2700 ARLINGTON AVE S 28 BIRMINGHAM AL 352054153 DIRECTOR 1.00 0 0 0 JACOB S MCLAY 2700 ARLINGTON AVE S 28 BIRMINGHAM AL 352054153 DIRECTOR 1.00 0 0 0 ANN K JONES 2700 ARLINGTON AVE S 28 BIRMINGHAM AL 352054153 DIRECTOR 1.00 0 0 0 CLARA SEVY 2700 ARLINGTON AVE S 28 BIRMINGHAM AL 352054153 DIRECTOR 1.00 0 0 0 BRIAN N SEVY 2700 ARLINGTON AVE S 28 BIRMINGHAM AL 352054153 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 7572042 184980 0 7757022 0 0 7757022 116355 7640667 382033 382033 21406 21406 360627 0 360627 0 360627 340875 0 340875 360627 337406 0 0 340875 337406 0 0 3469 0 0 0 0 0 0 0 0 357158 0 0 0 CARL E JONES JR ARLENE SEVY 930 HIGH STEPPER TRAIL SYKESVILLE MD 21784 2059393559 NO SPECIFIC FORM OF APPLICATION IS PRESCRIBED NONE AWARDS ARE LIMITED TO 501(C)(3) ORGANIZATIONS LOCATED WITHIN THE STATES OF ALABAMA, MARYLAND, OR ASSOCIATED WITH A CURRENT TRUSTEE. BALTIMORE SPORTS ACADEMY 4990 MERCANTILE RD NOTTINGHAM MD 21236 PC EXPAND AFTER SCHOOL PROGRAM IN SANDTOWN 35000 CHILL STATION 1100 WICOMICO ST SUITE 415 BALTIMORE MD 21230 PC PROVIDE MEANINGFUL JOBS FOR MEN & WOMEN RETURNING FROM INCARCERATION 19875 COMMUNITY FURNITURE BANK 210 DISTRIBUTION DRIVE BIRMINGHAM AL 35209 PC COVER FINANCIAL SHORTFALL DUE TO DEATH OF DONOR 16000 CREATE U NETWORK 1601 N CALHOUN ST BALTIMORE MD 21217 NC RESTART BUSINESS OWNERSHIP ACADEMY 30000 GRACE HOUSE MINISTRIES PO BOX 547 FAIRFIELD AL 35064 PC NEW BUILDING TO HELP SERVE MORE GIRLS IN FOSTER CARE 100000 NEW SONG COMMUNITY CHURCH 1601 NORTH CALHOUN STREET BALTIMORE MD 21217 PC SUPPORT FOR PASTOR RESIDENCY PROGRAM 65000 RED MOUNTAIN GRACE 2120 16TH AVE SOUTH 201 BIRMINGHAM AL 35205 PC FUND CLEANING SERVICE TO FREE STAFF FOR HIGHER LEVEL OF CARE 50000 TRUE VINE FOUNDATION 280 VINEYARD LANE EUTAW AL 35462 PC EXPAND SHOOTING PROGRAMS FOR FATHERS/SONS 25000 340875 0 14 8185 14 176017 18 1368645 0 1552847 0 1552847 0 0 0 0 0 0 0 0 0 0 ACCOUNTING & ATTORNEY FEES 3413 3413 0 3-M COMPANY 20862 29541 ALLEGION PUB LTD 31225 42637 APPLE INC 103964 249925 BRISTOL MYERS SQUIBB 19723 23134 CATERPILLAR CORP 61296 495932 CHEVRON CORP 64066 147206 CLOROX CO 98973 148663 CONOCOPHILLIPS 31435 52998 CORTEVA INC COM 4571 18069 DOW INC COM 24902 18614 DUPONT INC 32680 26538 GENERAL MILLS INC 59550 131312 GENUINE PARTS CO 28832 86484 HERSHEY COMPANY 114833 237396 HOME DEPOT, INC. 21279 528425 HONDA MOTOR CO LTD SPONS ADR 12732 20352 INGERSOLL-RAND PLC 167272 147763 INTERNATIONAL BUSINESS MACHS COM 37672 61734 ISHARES SHORT TREASURY BOND ETF 1559311 1562280 JOHNSON & JOHNSON 154355 286006 KIMBERLY-CLARK CORP 26344 100641 MCDONALDS CORP 11382 155334 MERCK & CO INC 88200 102315 MICROSOFT CO 28104 452907 NEXTERA ENERGY 33188 160040 PEPSICO, INC 12805 41496 PHILLIPS 66 9346 32259 PROCTOR & GAMBLE 36236 87042 REGIONS FINANCIAL 435709 195551 SOLVENTUM CORP COM SHS 3885 4332 SOUTHERN CO 214118 480600 SPDR GOLD TR GOLD 88677 129180 SYSCO 25243 51484 TECHNOLOGY SPDR ETF 91919 427676 TRANE TECHNOLOGIES 64701 457134 VANGUARD BALANCED INDEX ADM 178818 279610 VANGUARD INTERMEDIAL TERM BOND INDEX FUND 149434 128513 VANGUARD SH TRM INC GR ADM 249419 237059 VERIZON COMMUNICATIONS 79827 105344 VULCAN MATERIALS, INC. 34185 241703 WEYERHAUSER COMPANY REIT 24829 22673 AGENT FEES 29 29 0 WEALTH MANAGEMENT FEES 7499 7499 0 2023 ESTIMATED TAX 5938 0 0 FOREIGN TAX PAID 1876 1876 0