2025-10-15T18:02:46-05:00 2025-05-31 420714325 RSM US LLP 920 5TH AVENUE SUITE 2800 SEATTLE WA 98104 990PF 2024-06-01 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 2025-10-14 1 1 SUE ROBISON P00560072 2062814444 2025-10-14 2024 2025-03-06 01:10:19Z X 8507956 X 0 X 5741 5741 226517 226517 260704 823126 260704 492962 492962 0 0 0 3859 3859 0 18568 18568 0 23835 1509 0 29 29 0 46291 23965 0 357500 357500 403791 23965 357500 89171 468997 27670 415763 415763 2307001 2203038 5624953 2228901 1957337 2467240 4563572 4576138 8507956 0 0 X 0 0 0 0 4563572 4576138 4563572 4576138 4563572 4576138 4563572 89171 0 4652743 76605 4576138 PUBLICLY TRADED SECURITIES - SHORT TERM 534960 535064 -104 -104 PUBLICLY TRADED SECURITIES - LONG TERM 276346 27358 248988 248988 CAPITAL GAINS DIVIDENDS P 11820 11820 11820 260704 6519 0 6519 0 6519 5000 0 0 0 5000 X 82 1601 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 S 28 BIRMINGHAM AL 352054153 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 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 3.00 0 0 0 CARL E JONES JR 2700 ARLINGTON AVE S 28 BIRMINGHAM AL 352054153 TREASURER & DIRECTOR 3.00 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 8379833 200518 0 8580351 0 0 8580351 128705 8451646 422582 422582 6519 6519 416063 0 416063 0 416063 357500 0 357500 416063 357158 0 0 357500 357158 0 0 342 0 0 0 0 0 0 0 0 415721 0 0 0 CARL E JONES JR ARLENE SEVY 930 HIGH STEPPER TRAIL SYKESVILLE MD 21784 4439043134 ARLENEJSEVY@GMAIL.COM NO SPECIFIC FORM OF APPLICATION IS PRESCRIBED NONE AWARDS ARE LIMITED TO 501(C)(3) ORGANIZATIONS LOCATED WITHIN THE STATES OF ALABAMA, MARYLAND, VIRGINIA, OR THOSE ASSOCIATED WITH A CURRENT TRUSTEE. CHAPELGATE PRESBYTERIAN CHURCH 2600 OLIVE BRANCH WAY MARRIOTTSVILLE MD 21104 PC CONSTRUCTION OF THE NEW SANCTUARY AND ADDITIONAL NURSERY SPACES 21000 LUCIA CHARITABLE 2108 RYEGATE CT MOBILE AL 36693 PC DEVELOPMENT OF WEBSITE AND DIGITAL TOOLS TO MAKE IT OPERATIONAL FOR ALL OF THE VARIOUS USERS 22500 MARANATHAN ACADEMY PO BOX 157 BIRMINGHAM AL 35201 PC PROVIDE STUDENTS WITH A DAILY LUNCH AND SNACK 30000 MARYLAND REENTRY RESOURCE CENTER 77 WEST ST SUITE 110 ANNAPOLIS MD 21401 PC AI-DRIVEN REENTRY SUPPORT INITIATIVE 65000 RESTORATION ACADEMY PO BOX 30 FAIRFIELD AL 35064 PC EAT, PLAY, LEARN CAMPAIGN 89000 ROOTED MINISTRY 2200 LAKESHORE DR SUITE 125 HOMEWOOD AL 35209 PC EXPAND OUTREACH EFFORTS TO SUPPORT AFRICAN AMERICAN CHURCHES 30000 SIMS CEMETERY CARE 5975 PERDUE HILL FRISCO CITY AL 36445 NC SUPPORT COST OF SPREADING GRAVEL ON THE ROAD INTO THE CEMETERY AND HELP WITH REGULAR EXPENSES 25000 UWF FOUNDATION INC 11000 UNIVERSITY PARKWAY BLDG 12 PENSACOLA FL 32514 PC FUND MORE AND/OR LARGER SCHOLARSHIPS IN THE FUTURE 25000 VIRGINIA'S KIDS BELONG 2101 MAYWILL STREET RICHMOND VA 23230 PC IMPROVE THE LIVES OF CHILDREN AND FAMILIES INVOLVED IN THE FOSTER CARE SYSTEM 50000 357500 0 14 5741 14 226517 18 260704 0 492962 0 492962 0 0 0 0 0 0 0 0 0 0 ACCOUNTING & ATTORNEY FEES 3859 3859 0 SIMS CEMETERY CARE 5975 PERDUE HILL FRISCO CITY AL 36445 2025-02-22 25000 GROUNDSKEEPING MAINTENANCE COSTS AND GENERAL OPERATING SUPPPORT 0 NONE 09/27/25 2025-09-27 3M COMPANY 20862 43763 ALLEGION PUB LTD 31225 49945 BRISTOL-MYERS SQUIBB CO 19723 27182 CATERPILLAR INC 61296 509864 CHEVRON CORP 64066 123987 CLOROX CO 98973 149024 CONOCOPHILLIPS 31435 38834 CORTEVA INC COM 4571 22868 DOW INC COM 24902 8960 DUPONT DE NEMOURS INC 32680 21576 GENERAL MILLS INC 59550 103637 GENUINE PARTS CO 28832 75912 HERSHEY COMPANY 114833 192828 HOME DEPOT INC 21279 581162 HONDA MOTOR LTD ADR 12732 18312 INGERSOLL RAND INC 167272 129644 INTERNATIONAL BUSINESS MACHS COM 37672 95852 JOHNSON & JOHNSON 154355 302659 KIMBERLY-CLARK CORP 26344 108539 MCDONALDS CORP 11382 188310 MERCK & CO INC 88200 62625 MICROSOFT CO 28104 502253 NEXTERA ENERGY INC 33188 141280 PEPSICO INC 12805 31548 PHILLIPS 66 9346 25760 PROCTOR & GAMBLE CO 36236 89872 REGIONS FINANCIAL CORP 435709 216673 SOLVENTUM CORP COM SHS 3885 5335 SOUTHERN CO 214118 539730 SPDR GOLD SHARES 88677 182160 SYSCO CORP 25243 51611 TRANE TECHNOLOGIES 64701 600657 VERIZON COMMUNICATIONS INC 79827 112538 VULCAN MATERIALS CO 34185 250491 WEYERHAEUSER CO 24830 19562 ISHARES SHORT TREASURY BOND ETF AT COST 1024246 1025546 TECHNOLOGY SELECT SECTOR SPDRR AT COST 91919 469902 VANGUARD BALANCED INDEX ADM AT COST 178818 289995 VANGUARD INTERMEDIAL TERM BOND INDEX ADM AT COST 149434 131966 VANGUARD S&P 500 ETF AT COST 263501 307178 VANGUARD SH TRM INVESTMENT GR ADM AT COST 249419 242653 COST BASIS ADJUSTMENT 76605 AGENT FEES 29 29 0 WEALTH MANAGEMENT FEES 18568 18568 0 2024 ESTIMATED TAX 5000 0 0 PRIOR YEAR TAX PAYMENT 17326 0 0 FOREIGN TAX PAID 1509 1509 0