BETA

EDWIN E AND RUBY C MORGAN FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
EDWIN E AND RUBY C MORGAN FOUNDATION INC (EIN 64-0667872)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-14
IRS object ID
202401359349101905
Schema version
2023v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-14T09:25:36-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN461498870PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BMSS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11020 HIGHLAND COLONY PKWY SUITE 600AddressLine1Txt
CityRIDGELANDCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39157ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN640667872EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EDWIN E AND RUBY C MORGAN FOUNDATIONBusinessNameLine1Txt
Business Name Line2INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlEDWIBusinessNameControlTxt
Phone6016135586PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1254 A KATHERINE DRIVEAddressLine1Txt
CityFLOWOODCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39232ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonR MILLER REIDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6016135586PhoneNum
Signature2024-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRPersonFirstNm
Person LastMILLER REIDPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCINDY S ANDERSON CPAPreparerPersonNm
PTINP00937633PTIN
Phone6019482924PhoneNum
Preparation2024-05-09PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$22,065,012FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$22,136InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$22,136InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$603,756DividendsRevAndExpnssAmt
Dividends Net Invst Incm$602,022DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$78,525NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$701,099GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$78,525CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$704,417TotalRevAndExpnssAmt
Total Net Invst Incm$702,683TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$377,954CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$182,142CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$195,812CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$23,333OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$23,333OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$105,464PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$46,262PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$59,202PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,850AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,850AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$4,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$4,294DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$408DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$6,821OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$609OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$6,212OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$8,904OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,674OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$7,230OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$532,620TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$231,095TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$293,639TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$825,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$825,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,357,620TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$231,095TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,118,639TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$653,203ExcessRevenueOverExpensesAmt
Net Investment Income$471,588NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$130CashBOYAmt
Cash EOY$1,615CashEOYAmt
Cash EOYFMV$1,615CashEOYFMVAmt
Sav And Temp Cash Invst BOY$226,566SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$626,618SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$626,618SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$1,422,198USGovernmentObligationsBOYAmt
US Government Obligations EOY$890,336USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$918,302USGovtObligationsEOYFMVAmt
Corporate Stock BOY$17,425,073CorporateStockBOYAmt
Corporate Stock EOY$16,906,489CorporateStockEOYAmt
Corporate Stock EOYFMV$20,132,353CorporateStockEOYFMVAmt
Corporate Bonds BOY$255,425CorporateBondsBOYAmt
Corporate Bonds EOY$255,425CorporateBondsEOYAmt
Corporate Bonds EOYFMV$246,122CorporateBondsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$209,319LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$70,317LandBldgEquipAccumDeprecAmt
Land BOY$143,296LandBOYAmt
Land EOY$139,002LandEOYAmt
Land EOYFMV$139,002LandEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$1,000OtherAssetsEOYFMVAmt
Total Assets BOY$19,472,688TotalAssetsBOYAmt
Total Assets EOY$18,819,485TotalAssetsEOYAmt
Total Assets EOYFMV$22,065,012TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$19,472,688NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$18,819,485NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$19,472,688TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$18,819,485TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$19,472,688TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$18,819,485TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$19,472,688TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$653,203ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$18,819,485SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$18,819,485TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES1999-10-162023-06-01$5,000$4,611$389$389
PUBLICLY TRADED SECURITIES1999-10-162023-06-01$696,099$617,963$78,136$78,136
FieldValueIRS element (for citing)
Capital Gain Net Income$78,525CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,555InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$6,555SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$6,555TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,598EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$8,598TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,043OverpaymentAmt
Applied To ES Tax$2,043AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMSOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksR MILLER REID CPAIndividualWithBooksNm
Phone6016135586PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1254 A KATHERINE DRIVEAddressLine1Txt
CityFLOWOODCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39232ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
R MILLER REID
C/O FOUNDATIONFLOWOODMS39232PRES/TREAS/DIR35.00$242,855$48,228$0
MILLER DAVID REID
C/O FOUNDATIONFLOWOODMS39232VP/SEC/DIR40.00$129,972$26,662$0
PHILIP L COLSON
C/O FOUNDATIONFLOWOODMS39232DIRECTOR0.50$1,709$0$0
KAREN M MORGAN
C/O FOUNDATIONFLOWOODMS39232DIRECTOR0.50$1,709$0$0
GE MORGAN
C/O FOUNDATIONFLOWOODMS39232DIRECTOR0.50$1,709$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$20,404,465AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$484,626AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$15,664FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$20,904,755TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$20,904,755AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$313,571CashDeemedCharitableAmt
Net Vl Noncharitable Assets$20,591,184NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,029,559MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,029,559MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,555TaxBasedOnInvestmentIncomeAmt
Total Tax$6,555TotalTaxAmt
Distributable Before Adj$1,023,004DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,023,004DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,023,004DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,118,639ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,118,639QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,023,004DistributableAsAdjustedAmt
Undistributed Income PY$1,003,315UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,118,639QualifyingDistributionsAmt
Applied To Year1$1,003,315AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$115,324AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$907,680UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerR MILLER REIDContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CCVNA
PO BOX 2480MONTEREYCA93942NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$3,000
DELIVER ME SENIOR SUPPORT SERVICES
1405 SOUTH GALLATIN STREETJACKSONMS39201NONEPUBLIC CHARITYGLASSES & HEARING AIDS$10,000
DELIVER ME SENIOR SUPPORT SERVICES
1405 SOUTH GALLATIN STREETJACKSONMS39201NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$30,000
DELIVER ME SENIOR SUPPORT SERVICES
1405 SOUTH GALLATIN STREETJACKSONMS39201NONEPUBLIC CHARITYSALARY SUPPORT$10,765
HOSPICE GIVING FOUNDATION
PO BOX 1798MONTEREYCA93942NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$4,000
MISSISSIPPI FOOD NETWORK
PO BOX 411JACKSONMS39205NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$40,000
MISSISSIPPI SPAY AND NEUTER
2104 OLD BRANDON ROADPEARLMS39208NONEPUBLIC CHARITYSPAY AND NEUTER PROGRAM$75,000
MONTAGE HEALTH
PO BOX HHMONTEREYCA939421085NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$6,000
MS ANIMAL RESCUE LEAGUE
4395 SOUTH DRIVEJACKSONMS39209NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$30,000
MS ANIMAL RESCUE LEAGUE
4395 SOUTH DRIVEJACKSONMS39209NONEPUBLIC CHARITYVETERINARIAN SALARY AND BENEFITS$92,000
MS ANIMAL RESCUE LEAGUE
4395 SOUTH DRIVEJACKSONMS39209NONEPUBLIC CHARITYMEDICINE AND SUPPLIES$41,619
MS ANIMAL RESCUE LEAGUE
4395 SOUTH DRIVEJACKSONMS39209NONEPUBLIC CHARITYSPAY AND NEUTER$45,000
SO CHRISTIAN SVC FOR CHILD & YOUTH INC
1900 N WEST ST STE BJACKSONMS392021034NONEPUBLIC CHARITYRENTAL HOUSING$72,000
STEWPOT COMMUNITY SERVICES INC
1100 WEST CAPITOL STREETJACKSONMS39203NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$40,000
STEWPOT COMMUNITY SERVICES INC
1100 WEST CAPITOL STREETJACKSONMS39203NONEPUBLIC CHARITYOPPORTUNITY CENTER$50,000
THE CENTER FOR VIOLENCE PREVENTION
PO BOX 6279PEARLMS392886279NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$80,616
THE CENTER FOR VIOLENCE PREVENTION
PO BOX 6279PEARLMS392886279NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$40,000
THE CENTER FOR VIOLENCE PREVENTION
PO BOX 6279PEARLMS392886279NONEPUBLIC CHARITYTHE TOWER$30,000
THE MUSTARD SEED
1085 LUCKNEY ROADBRANDONMS39047NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$40,000
THE SALVATION ARMY METRO JACKSON COMMAND
PO BOX 448JACKSONMS392050448NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$40,000
WINGARD HOME INC
1279 NORTH WEST STREETJACKSONMS39202NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$45,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$825,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$22,136ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$603,756ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$78,525ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$704,417ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$704,417TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryHADDOX REID EUBANK BETTS PLLCCategoryTxt
Amt$1,850Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,850DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
BUILDING2007-08-01$167,455$66,023SL39.000000000000$4,294$0
LAND2007-08-01$41,864L$0$0

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FORD MTR CO DEL 6.375% 2/1/29$155,425$152,872
PNC FINANCIAL SRV VAR$100,000$93,250

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (60 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
5142 SHARES AMER ELECTRIC POWER CO$177,360$417,633
3000 SHARES AMEREN CORPORATION$94,524$217,020
17007 SHARES AMERICAN CENTURY FOCUSED DYN$911,507$823,645
2800 SHARES APPLE, INC$50,156$539,084
44000 SHARES AT&T INC$1,188,302$738,320
2500 SHARES AVANGRID, INC.$73,078$81,025
10500 SHARES BANK OF AMERICA CORP$143,427$353,535
7200 SHARES BAXTER INTERNATIONAL INC$409,922$278,352
57 SHARES BECTON DICKINSON & CO$7,923$13,898
100 SHARES BERKSHIRE HTWY CL A$113,507$542,625
2250 SHARES BLACK HILLS CORP$137,255$121,388
10000 SHARES BLACKROCK BUILD AMERICA$193,433$162,600
2000 SHARES BRISTOL-MYERS SQUIBB CO$120,005$102,620
40448 SHARES BROWN ADVISORY SUS GWTH$1,713,185$1,908,726
6000 SHARES CENTERPOINT ENERGY INC$124,090$171,420
8000 SHARES CHARLES SCHWAB CORP 5.95% PFD CALLABLE$200,000$200,800
6500 SHARES CHEVRON CORP$702,178$969,540
3000 SHARES CISCO SYSTEMS INC$63,999$151,560
400 SHARES CITIGROUP INC$24,418$20,576
2034 SHARES COMCAST CORP NEW CL A$41,247$89,191
6000 SHARES CONOCO PHILLIPS$402,831$696,420
1666 SHARES CONSTELLATION ENERGY CORP$51,680$194,739
3000 SHARES DOMINION ENERGY INC$222,605$141,000
1500 SHARES DUKE ENERGY CORP NEW$118,805$145,560
2000 SHARES EDISON INTERNATIONAL$53,718$142,980
1011 SHARES EMBECTA CORP$32,011$19,138
5000 SHARES EXELON CORPORATION$122,705$179,500
3500 SHARES EXXON MOBIL CORP$308,977$349,930
3700 SHARES FIRSTENERGY CORP$122,581$135,642
2791 SHARES GE HEALTHCARE TECHNOLOGY$432,009$215,800
8375 SHARES GENERAL ELECTRIC CO$1,638,383$1,068,901
1158 SHARES GENERAL MOTORS CO$33,513$41,595
2000 SHARES HALLIBURTON CO HLDG CO$17,444$72,300
8000 SHARES INTERNATIONAL PAPER CO$333,246$289,200
5500 SHARES JP MORGAN CHASE & CO$727,025$935,550
666 SHARES KRAFT HEINZ COMPANY$22,502$24,627
1000 SHARES KROGER CO$29,000$45,710
5000 SHARES MERCK & CO INC NEW$197,574$545,100
1200 SHARES MICROSOFT CORP$103,803$451,248
2000 SHARES MONDELEZ INTL INC$43,582$144,860
10460 SHARES NUVEEN BAB TERM FUND$199,430$165,163
500 SHARES ORGANON & CO$9,896$7,210
5000 SHARES PFIZER INCORPORATION$110,715$143,950
7000 SHARES PG&E CORP$193,212$126,210
3000 SHARES PHILLIPS 66$221,317$399,420
47918 SHARES PIMCO INCM INST CL$568,505$508,885
6000 SHARES PITNEY BOWES 6.7% 43 SR NOTES$150,000$100,200
20000 SHARES REGIONS FINANCIAL CP NEW$210,001$387,600
35900 SHARES SCHWAB S&P 500 INDEX FUND$2,178,326$2,624,269
5000 SHARES THE SOUTHERN COMPANY$78,415$350,600
727 SHARES OF SYLVAMO CORP$18,762$35,703
130 SHARES TRUSTMARK CORP$2,777$3,624
3500 SHARES U S BANCORP DEL NEW$110,701$151,480
9870 SHARES VERIZON COMMUNICATIONS$425,924$372,099
620 SHARES VIATRIS, INC$6,100$6,715
477 SHARES VODAFONE GROUP PLC$47,348$4,150
359 SHARES WABTEC$28,023$45,557
10644 SHARES WARNER BROS. DISCOVERY$372,157$121,129
12500 SHARES WELLS FARGO & CO NEW$396,730$615,250
3550 SHARES XCEL ENERGY INC$74,640$219,781

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$200,000USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$200,247USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$690,336StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$718,055StateLocalSecEOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (2 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
BUILDING$167,455$70,317$97,138
LAND$41,864$0$41,864

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescFURNITUREDesc
EOY Book Value$0EOYBookValueAmt
EOYFMV$1,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DUES AND SUBSCRIPTIONS$1,367$0$1,367
INSURANCE$3,706$0$3,706
SUPPLIES & MISCELLANEOUS$255$0$255
EDUCATION$227$0$227
INTERNET$3,349$1,674$1,675

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$4,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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