2025-05-15T17:51:42-04:00 2024-06-30 630422784 CAPSTONE ACCOUNTING & ADVISORS LLC 218 S THREE NOTCH ST ANDALUSIA AL 36420 990PF 2023-07-01 630812726 THE SOLON AND MARTHA DIXON FD SOLO 3343430628 PO BOX 1375 ANDALUSIA AL 36420 PHILLIP G JONES PRESIDENT 3343430628 2025-05-15 true true SHON C MCCLUNG CPA P01069583 3342222907 2025-05-15 2023 2025-03-06 01:10:19Z X 28212252 X X 264301 264301 397509 397509 1330172 5455668 1330172 7325 6450 6450 1998432 1998432 7325 88000 35200 52800 14000 10500 3500 246344 246344 28327 7327 1820 896 924 378491 300267 57224 1222830 1222830 1601321 300267 1280054 397111 1698165 7325 1424000 1756576 1756576 7065 2803949 2839293 2746437 12502226 12164681 19512297 3745408 4116551 3710892 911 10894 10894 475156 475156 475156 475156 20958715 21363151 28212252 1470 1470 1470 1470 X 20957245 21361681 20957245 21361681 20958715 21363151 20957245 397111 7325 21361681 21361681 "PUBLICLY TRADED SECURITIES" P 5455668 4125496 1330172 1330172 1330172 23604 23604 23604 21000 7748 28748 X 144 5000 5000 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 25489786 1527098 475156 27492040 27492040 412381 27079659 1353983 1353983 23604 23604 1330379 7325 1337704 1337704 1280054 1280054 1337704 1267915 1280054 1267915 12139 1325565 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 VETERANS' THERAPY SUPPORT 20000 ANDALUSIA BALLET ASSOC 420 CHURCH STREET ANDALUSIA AL 364201229 NONE PC SPONSOR PERFORMERS & GUEST DANCERS 6000 SAV-A-LIFE OF COVINGTON COUNTY INC P O BOX 487 ANDALUSIA AL 36420 NONE PC ASSISTANCE WITH OPERATING COSTS 15000 EASTER SEALS CAMP ASCCA P O BOX 21 JACKSONS GAP AL 36861 NONE PC PICKLEBALL COURT 12500 ANDALUSIA COMMUNITY CHRISTMAS P O BOX 1525 ANDALUSIA AL 36420 NONE PC CHRISTMAS FOR COMMUNITY CHILDREN 5000 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 36830 NONE EDU DORMS @ FORESTRY ED CENTER 120000 BETHESDA HOUSE INC PO BOX 397 ANDALUSIA AL 36420 NONE PC OPERATING & CAPITAL ASSET COSTS 75000 CITY OF FLORALA 22975 SEVENTH AVENUE FLORALA AL 36442 NONE GOV MUSEUM AND TOURIST WELCOME CTR 50000 COVINGTON COUNTY SCHOOLS 807 CC BAKER AVENUE ANDALUSIA AL 36420 NONE EDU STRAUGHN HIGH SCHOOL - (JAG) 12000 COVINGTON COUNTY SCHOOLS 807 CC BAKER AVENUE ANDALUSIA AL 36420 NONE EDU FLEETA JR HIGH SCHOOL - CHORAL RISER 4500 COVINGTON COUNTY SCHOOLS 807 CC BAKER AVENUE ANDALUSIA AL 36420 NONE EDU FLORALA HIGH SCHOOL - PIANO LAB 9000 COV CNTY FORESTRY PLANNING PO BOX 519 ANDALUSIA AL 36420 NONE GOV FOREST MGMT SEMINARS/WORKSHOP 8700 COVINGTON VETERANS FOUNDATION PO BOX 52 ANDALUSIA AL 36420 NONE PC RECOGNIZE & HONOR LOCAL VETERANS 5000 MEREDITH'S MIRACLES INC P O BOX 2032 ANDALUSIA AL 36420 NONE PC FINANCIAL SUPPORT SICK/INJURED CHILD 10000 DISCOVERING AL MUSEUM 103 SMITH HALL TUSCALOOSA AL 35487 NONE EDU PROMOTE NATURAL SCIENCE/CONSERVATION 25000 VOLUNTEERS OF AMERICA SOUTHEAST 1204 HILLCREST ROAD MOBILE AL 36695 NONE PC HOLIDAY GIFTS, APARTMENT OCCUPANTS 3000 THE LONGLEAF ALLIANCE INC 12130 DIXON CENTER ROAD ANDALUSIA AL 36420 NONE PC SUPPORT FOR PURPOSE OF ENTITY 1000 COV CNTY COOP EXTENSION SERVICE PO BOX 519 ANDALUSIA AL 36420 NONE EDU SUPPORT FOR 4-H PROGRAM YEAR 2024/25 20000 FAITH BROADCASTING INC P O BOX 210789 MONTGOMERY AL 36121 NONE PC TRANSMITTER SITE FENCE, BILLBOARD 6000 FAITH BROADCASTING INC P O BOX 210789 MONTGOMERY AL 36121 NONE PC SUPPORT FOR RADIO MINISTRY 5000 FELLOWSHIP OF CHRISTIAN ATHLETES PO BOX 230685 MONTGOMERY AL 36123 NONE PC ADMIN, TEACHER & COACHES FAMILY RETR 5000 FRESH AIR FAMILY PO BOX 321038 BIRMINGHAM AL 35232 NONE PC GROSS OUT CAMP/HANDS-ON SCIENCE CAMP 20000 THE FULL TUMMY PROJECT OF COV CNTY PO BOX 211 ANDALUSIA AL 36420 NONE PC HUNGER & FOOD NEEDS OF CHILDREN 25000 MIZELL MEMORIAL HOSPITAL FOUNDATION PO BOX 1010 OPP AL 36467 NONE PC SUPPORT FOR RURAL HOSPITAL & HEALTHC 2150 OPP CITY SCHOOLS PO BOX 840 OPP AL 36467 NONE EDU SOUND SYSTEM & INSTALLATION 75000 CITY OF OPP PO BOX 610 OPP AL 36467 NONE GOV RENOVATION OF BLDG FOR CHAMBER 30000 OPP CULTURAL ARTS CENTER PO BOX 377 OPP AL 36467 NONE PC SUPPLIES FOR ART CLASSES, ART SHOW 22000 PILOTS FOR CHRIST INC PO BOX 707 MONROEVILLE AL 36461 NONE PC REPLACE WING & TAIL DE-ICE BOOTS 35000 SOUTH AL REGIONAL AIRPORT AUTHORITY 21861 BILL BENTON LANE ANDALUSIA AL 36421 NONE GOV VIEWSONIC VIEWBOARD 9000 SOUTH CENTRAL AL MENTAL HEALTH 820 SOUTH THREE NOTCH ST ANDALUSIA AL 36420 NONE PC BUILDING ROOF REPLACEMENT 35000 CROSSOVER ANCHORED WITH CHRIST 508 HIGHWAY 52 EAST OPP AL 36467 NONE PC GENERAL OPERATION COSTS 55000 LBW COMMUNITY COLLEGE PO DRAWER 1418 ANDALUSIA AL 36420 NONE EDU CONSTRUCTION OF ADMIN BUILDING 125000 LIBERTY LEARNING FOUNDATION INC 3414 GOVERNORS DRIVE SW HUNTSVILLE AL 35805 NONE PC CIVIC & CHARACTER DEVELOPMENT 30060 LOWER ALABAMA ARTS COALITION PO BOX 1963 ANDALUSIA AL 36420 NONE PC ART SUPPLIES, MURAL PROJECT & CHOIR 25000 SOUTHERN PREPARATORY ACADEMY PO BOX 550 CAMP HILL AL 36850 NONE EDU SECURITY SYSTEMS-LIBRARY & ADMIN BLD 49000 TOWN OF RIVER FALLS PO BOX 99 RIVER FALLS AL 36476 NONE GOV CONSTRUCTION OF PARK 75000 TOWN OF RIVER FALLS PO BOX 99 RIVER FALLS AL 36476 NONE GOV POLICE DEPT SEARCH & RESCUE BOAT 35000 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 ICE MACHINE, SEAL & STRIPE PARKING L 50000 ANDALUSIA KIWANIS CLUB FOUNDATION PO BOX 975 ANDALUSIA AL 36420 NONE PC TENNANT SWEEPER/SCRUBBER 25000 COV CNTY CHILD ADVOCACY CENTER 122 6TH AVENUE ANDALUSIA AL 36420 NONE PC OPERATING AND CAPITAL ASSETS 25000 COVINGTON COUNTY COMMISSION PO BOX 188 ANDALUSIA AL 36420 NONE GOV COV CNTY INCIDENT RESPONSE TEAM 20420 MEALS OF LOVE OPP PO BOX 1129 OPP AL 36467 NONE PC MEAL SERVICE & USED VAN 20000 1222830 14 264301 14 397509 16 6450 18 1330172 1998432 1998432 false false false false false false false false false false ACCOUNTING & TAX FEES 14000 10500 3500 CORPORATE BONDS 4116551 3710892 CORPORATE STOCK 12164681 19512297 2839293 2746437 INTEREST PURCHASED ON BONDS AT COST 10894 10894 LAND - 104 ACRES 475156 475156 475156 EXPENSES INSURANCE - OFFICERS & DIRECT 1374 687 687 INSURANCE - TIMBER AND LAND 82 82 OFFICE EXPENSE & POSTAGE 364 127 237 LEASE FOR LONGLEAF PINE STRAW 6450 6450 RECOVERY OF PRIOR YEAR CONTRIBUTION 7325 FEDERAL & AL WITHHOLDING TAX 1470 1470 INVESTMENT MANAGEMENT FEES 246344 246344 FOREIGN TAXES 7327 7327 FEDERAL EXCISE TAX 21000