PHIL HARDIN FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PHIL HARDIN FOUNDATION (EIN 64-6024940)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-22
- IRS object ID
- 202422359349100922
- Schema version
- 2023v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-22T16:30:00-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 640295411 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REA SHAW GIFFIN & STUART LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2415 9th St | AddressLine1Txt |
| City | Meridian | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 646024940 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHIL HARDIN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PHIL | BusinessNameControlTxt |
| Phone | 6014834282 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2750 NORTH PARK DRIVE | AddressLine1Txt |
| City | MERIDIAN | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39305 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHERYL FLOOD | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6014834282 | PhoneNum |
| Signature | 2024-07-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | O K Evans | PreparerPersonNm |
| PTIN | P00744699 | PTIN |
| Phone | 6016932841 | PhoneNum |
| Preparation | 2024-07-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $62,243,219 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,933,370 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,933,370 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,933,370 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$672,312 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $33,247,998 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,261,058 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,933,370 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,933,370 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $328,284 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $114,899 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $213,385 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $225,710 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $225,710 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $37,766 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $37,766 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,725 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $9,725 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $46,581 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $46,474 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $107 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $37,835 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $3,405 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $37,545 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $11,246 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $11,246 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $17,400 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $6,960 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,440 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $15,620 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $64,008 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $64,008 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $841,445 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $178,058 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $575,792 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,829,936 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,829,936 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,671,381 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $178,058 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,405,728 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,410,323 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,755,312 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,933,370 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $270,533 | CashBOYAmt |
| Cash EOY | $739,439 | CashEOYAmt |
| Cash EOYFMV | $739,439 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $5,068,682 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,068,682 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $49,672,703 | CorporateStockBOYAmt |
| Corporate Stock EOY | $38,318,923 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $49,993,364 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,530,186 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,973,600 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,847,122 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,218,276 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $623,664 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $632,157 | LandBOYAmt |
| Land EOY | $594,612 | LandEOYAmt |
| Land EOYFMV | $594,612 | LandEOYFMVAmt |
| Total Assets BOY | $54,105,579 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,695,256 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $62,243,219 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$3,410,323 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $54,105,579 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $50,695,256 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $54,105,579 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $50,695,256 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $54,105,579 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,410,323 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $50,695,256 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $50,695,256 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | GAIN (LOSS) ON SALE OF INVESTMENTS | PropertyDesc |
| Acquired | 2023-01-01 | AcquiredDt |
| Sold | 2023-12-31 | SoldDt |
| Gross Sales Price | $33,247,998 | GrossSalesPriceAmt |
| Cost Or Other Basis | $33,920,310 | CostOrOtherBasisAmt |
| Gain Or Loss | -$672,312 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$672,312 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$672,312 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$672,312 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,399 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,399 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,399 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,532 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $19,532 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $208 | EsPenaltyAmt |
| Tax Due | $5,075 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.PHILHARDIN.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHERYL FLOOD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6014834282 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2750 NORTH PARK DRIVE | AddressLine1Txt |
| City | MERIDIAN | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT F WARD | ||||||||
| 2750 NORTH PARK DRIVE | MERIDIAN | MS | 39305 | PRESIDENT | 8.00 | $74,364 | $0 | $0 |
| RONNIE L WALTON | ||||||||
| 2750 NORTH PARK DRIVE | MERIDIAN | MS | 39305 | SECRETARY | 6.00 | $60,960 | $0 | $0 |
| MARTIN DAVIDSON | ||||||||
| 2750 NORTH PARK DRIVE | MERIDIAN | MS | 39305 | TREASURER | 6.00 | $60,960 | $0 | $0 |
| JIM MCGINNIS | ||||||||
| 2750 NORTH PARK DRIVE | MERIDIAN | MS | 39305 | DIRECTOR | 4.00 | $26,000 | $0 | $0 |
| KACEY BAILEY | ||||||||
| 2750 NORTH PARK DRIVE | MERIDIAN | MS | 39305 | DIRECTOR | 4.00 | $27,000 | $0 | $0 |
| MICHAEL VAN VECKHOVEN | ||||||||
| 2750 NORTH PARK DRIVE | MERIDIAN | MS | 39305 | DIRECTOR | 4.00 | $25,000 | $0 | $0 |
| CLAIR HUFF | ||||||||
| 2750 NORTH PARK DRIVE | MERIDIAN | MS | 39305 | DIRECTOR | 4.00 | $27,000 | $0 | $0 |
| DERRON RADCLIFF | ||||||||
| 2750 NORTH PARK DRIVE | MERIDIAN | MS | 39305 | DIRECTOR | 4.00 | $27,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| LLOYD GRAY | ||||||||
| 2750 NORTH PARK DRIVE | MERIDIAN | MS | 39305 | EXEUCTIVE DIRECTOR | 40.00 | $148,683 | $10,401 | $0 |
| SHERYL FLOOD | ||||||||
| 2750 NORTH PARK DRIVE | MERIDAIN | MS | 39305 | ADMINISTRATIVE ASST | 40.00 | $77,027 | $5,777 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $57,226,195 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $590,749 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $57,816,944 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $57,816,944 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $867,254 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $56,949,690 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,847,485 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,847,485 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,399 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,399 | TotalTaxAmt |
| Distributable Before Adj | $2,823,086 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,823,086 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,823,086 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,405,728 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,405,728 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,823,086 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $608,776 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $718,411 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,327,187 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,405,728 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,823,086 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,582,642 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,909,829 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,909,829 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $608,776 | ExcessFromYear3Amt |
| Excess From Year1 | $718,411 | ExcessFromYear1Amt |
| Excess From Current Year | $1,582,642 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PHIL HARDIN FOUNDATION-LLOYD GRAY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2750 NORTH PARK DRIVE | AddressLine1Txt |
| City | MERIDIAN | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6014834282 | RecipientPhoneNum |
| Form And Info And Materials | CONTACT PHIL HARDIN FOUNDATION-LLOYD GRAY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | CONTACT PHIL HARDIN FOUNDATION-LLOYD GRAY | SubmissionDeadlinesTxt |
| Restrictions On Awards | CONTACT PHIL HARDIN FOUNDATION-LLOYD GRAY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AFTERNOON ADVENTURE LEARNING CENTER | ||||||
| 306 N MAIN STREET | NEWTON | MS | 39345 | PC | AFTERSCHOOL AND SUMMER TUTORING PROGRAMS | $10,000 |
| BELHAVEN UNVIVERSITY | ||||||
| 1500 PEACHTREE STREET | JACKSON | MS | 39202 | PC | INVESTMENT FUND FOR DOCTORATE | $101,700 |
| BOYS AND GIRLS CLUBS OF CENTRAL MS INC | ||||||
| 1450 W CAPITOL ST | JACKSON | MS | 39203 | PC | CULINARY ARTS PROGRAM | $75,000 |
| BUT GOD MINISTRIES | ||||||
| 404 FONTAINE PL 104 | RIDGELAND | MS | 39157 | PC | JFC MONTESSORI | $25,000 |
| CHILDRENS FOUNDATION OF MS | ||||||
| PO BO 55887 | JACKSON | MS | 39296 | PC | OPERATING SUPPORT, UNTAPPED POTENTIAL, AMPLIFYING OUR POTENTIAL | $135,000 |
| EAST MS BUSINESS DEVELOPMENT FOUNDATION | ||||||
| PO BOX 790 | MERIDIAN | MS | 39302 | PC | MS SCHOLARS AND TECH MASTERS | $45,000 |
| FOUNDATION FOR MS HISTORY | ||||||
| PO BOX 571 | JACKSON | MS | 39205 | PC | SCHOOL VISIT TO SUPPORT TWO MUSEUMS | $100,000 |
| FOUNDATION FOR PUBLIC BROADCASTING IN MS | ||||||
| 3825 RIDGEWOOD ROAD | JACKSON | MS | 39211 | PC | MS INTERACTIVE VIDEO NETWORK | $40,000 |
| FREEDOM PROJECT NETWORK | ||||||
| 120 DELTA AVE | SUNFLOWER | MS | 38778 | PC | FREEDOM SUMMER COLLEGIATE PROGRAM | $175,000 |
| ILLUMINATIONS CENTER FOR DYSLEXIA INC | ||||||
| 302 17TH STREET | MERIDIAN | MS | 39301 | PC | DYSLEXIA THERAPY SCHOLARSHIP FUND | $20,000 |
| JUANITA SIMS DOTY FOUNDATION | ||||||
| 2675 RIGER RIDGE DRIVE | JACKSON | MS | 39216 | PC | CHOOSE TO GROW | $10,000 |
| LAUDERDALE COUNTY SCHOOL DISTRICT | ||||||
| PO BOX 5498 | MERIDIAN | MS | 39302 | PC | LCSD STRATEGIC PLANNING | $24,000 |
| MAGNOLIA SPEECH FOR THE DEAF | ||||||
| 733 N FLAG CHAPEL RD | JACKSON | MS | 39209 | PC | BUILDING HOPE PROGRAM | $25,000 |
| MERIDIAN COMMUNITY COLLEGE FOUNDATION | ||||||
| 910 HIGHWAY 19 NORTH | MERIDIAN | MS | 39307 | PC | PHIL HARDIN FOUNDATION HONORS COLLEGE; BEEP, ANNUAL SCHOLARSHIPS, PHIL HARDIN SCHOLARSHIPS, AND TUITION GUARANTEE ENDOWMENT | $242,250 |
| MERIDIAN JUNIOR AUXILLARY | ||||||
| PO BOX 3194 | MERIDIAN | MS | 39301 | PC | READING IS FUNDAMENTAL AND TEACHER MINI GRANTS | $18,150 |
| MERIDIAN PUBLIC SCHOOL DISTRICT | ||||||
| 1019 25TH AVENUE | MERIDIAN | MS | 39301 | PC | HOUSING AUTHORITY PROJECT, ANY GIVEN CHILD | $141,078 |
| MERIDIAN SYMPHONY ASSOCIATION | ||||||
| PO BOX 2171 | MERIDIAN | MS | 39302 | PC | COMMUNITY CHORDS PROGRAM | $50,000 |
| MILSAPS COLLEGE | ||||||
| 1701 NORTH STATE STREET | JACKSON | MS | 39210 | PC | MILLSAPS PATHWAYS PROGRAM AND SUMMER INTERNSHIP PROGRAM | $172,828 |
| MISSISSIPPI STATE UNIVERSITY FOUNDATION | ||||||
| PO BOX 6018 | MISSISSIPPI STATE | MS | 39762 | PC | BOB DEEN ENDOWMENT, MENTAL/BEHAVIORAL HEALTH PROGRAM EXPANSION | $260,000 |
| MS ACQUARIUM FOUNDATION | ||||||
| 2100 E BEACH BLVD | GULFPORT | MS | 39501 | PC | MS ACQUARIUM | $50,000 |
| MS ALLIANCE OF NONPROFITS | ||||||
| 175 E CAPITOL ST SUITE 501 | JACKSON | MS | 39201 | PC | MEMBERSHIP DUES AND OPERATING SUPPORT | $76,500 |
| MS ARTS AND ENTERTAINMENT CENTER | ||||||
| 1901 FRONT STREET | MERIDIAN | MS | 39301 | PC | MS ARTS AND ENTERTAINMENT CENTER | $300,000 |
| MS CHILDRENS MUSEUM | ||||||
| PO BOX 55409 | JACKSON | MS | 39396 | PC | MS CHILDRENS MUSEUM-MERIDIAN, MS AND ABC COME PLAY WITH ME | $460,000 |
| MS SCHOOL FOR MATH AND SCIENCE FOUNDATION INC | ||||||
| 1100 COLLEGE STREET | COLUMBUS | MS | 39701 | PC | MS SCHOOLS FOR MATH & SCIENCE SUMMER CAMPS | $7,000 |
| MS UNIVERSITY FOR WOMEN FOUNDATION | ||||||
| 1100 COLLEGE STREET | COLUMBUS | MS | 39701 | PC | INNOVATIVE LEARNING LABS PROJECT | $50,000 |
| NATIONAL COUNCIL ON TEACHER QUALITY | ||||||
| 1032 15TH STREET NW 242 | WASHINGTON | DC | 20005 | PC | IMPROVING TEACHER KNOWLEDGE | $15,000 |
| NEW DESTINY DAYCARE & LEARNING ACADEMY | ||||||
| 5721 5TH STREET | MERIDIAN | MS | 39307 | PC | CAMP DESTINY AFTERSCHOOL & SUMMER PROGRAM | $50,000 |
| OPERATION SHOE STRING INC | ||||||
| 1711 BAILEY AVENUE | JACKSON | MS | 39203 | PC | MS STATEWIDE AFTERSCHOOL NETWORK | $50,000 |
| PHILANTHROPY SOUTHEAST | ||||||
| 100 PEACHTREE STREET | ATLANTA | GA | 30303 | PC | MEMBERSHIP DUES | $9,930 |
| PROGRAM OF RESEARCH & EVALUATION FOR PUBLIC SCHOOL | ||||||
| 710 WILLIAM CAREY PARKWAY | HATTIESBURG | MS | 39401 | PC | CEO LEADERSHIP ACADEMY | $25,000 |
| SAVE THE MUSIC FOUNDATION | ||||||
| 1515 BROADWAY 21ST FLOOR | NEW YORK | NY | 10036 | PC | MS MUSIC SAVES | $20,000 |
| SPRING INITIATIVE | ||||||
| PO BOX 1759 | CLARKSDALE | MS | 38614 | PC | SPRING INITIATIVE | $50,000 |
| THE WESHLER FOUNDATION | ||||||
| 1430 30TH AVENUE | MERIDIAN | MS | 39301 | PC | LEAPFROG WESHLER | $52,000 |
| UNITED WAY OF EAST MS | ||||||
| PO BOX 3219 | MERIDIAN | MS | 39301 | PC | IMAGINATION LIBRARY | $80,000 |
| UNIVERSITY OF MS MEDICAL CENTER | ||||||
| 2500 N STATE ST | JACKSON | MS | 39216 | PC | UM SCHOOL OF EDUCATION AND MS BASE PAIR CONSORTIUM | $292,500 |
| WE WILL GO | ||||||
| 806 N FARISH STREET | JACKSON | MS | 39202 | PC | CAMP HOPE EXPANSION PROJECT | $12,000 |
| CHIKASAW INKANA FOUNDATION | ||||||
| 343 E MAIN STREET B | TUPELO | MS | 38804 | PC | CHICKASAW HERITAGE CENTER | $25,000 |
| COMMUNITY FOUNDATION OF EAST MS | ||||||
| 4817 NORTH PARK DRIVE | MERIDIAN | MS | 39305 | PC | MS BOOK FESTIVAL | $55,000 |
| EAST CENTER FOR EDUCATIONAL DEVELOPMENT INC | ||||||
| 1000 HIGHWAY 19 N | MERIDIAN | MS | 39307 | PC | PRINCIPALS BOOTCAMP | $2,000 |
| EAST MS VETERANS FOUNDATION | ||||||
| M STREET | MERIDIAN | MS | 39307 | PC | WALL OF REMEMBRANCE | $2,500 |
| MS CAMPAIGN FOR TEEN PREGNANCY | ||||||
| 2906 N STATE STREET | JACKSON | MS | 39216 | PC | TEEN PREGNANCY | $25,000 |
| HARRISON COUNTY LIBRARY SYSTEM | ||||||
| 1708 25TH AVENUE | GULFPORT | MS | 39501 | PC | MOBILE OUTREACH MATERIALS | $2,500 |
| HOPE VILLAGE FOR CHILDREN | ||||||
| 2433 23RD AVENUE | MERIDIAN | MS | 39301 | PC | EDUCATION DIRECTOR | $35,000 |
| JACKSON PUBLIC SCHOOL DISTRICT | ||||||
| 662 S PRESIDENT STREET | JACKSON | MS | 39201 | PC | EXCELLENCE FOR ALL | $125,000 |
| LAUREN ROGERS MUSEUM | ||||||
| 565 N FIFTH AVENUE | LAUREL | MS | 39440 | PC | OUTREACH ENDOWMENT | $25,000 |
| PUBLIC EDUCATION FORUM OF MS | ||||||
| 248 E CAPITOL ST 940 | JACKSON | MS | 39201 | PC | BALANCING THE ACCOUNTABILITY MODEL | $30,000 |
| UNITED WAY OF NORTHEAST MS | ||||||
| 454 E PRESIDENT ST | TUPELO | MS | 38801 | PC | EARLY CHILDHOOD COALITION INSTRUCTIONAL COACH | $13,000 |
| FRIENDS OF RUSSELL C DAVIS PLANETARIUM | ||||||
| 201 E PASCAGOULA ST | JACKSON | MS | 39201 | PC | CONSTRUCTION PROJECT | $50,000 |
| COMMUNITY FOUNDATION OF NORTHWEST MS | ||||||
| 315 LOSHER ST 100 | HERNANDO | MS | 38632 | PC | ADVANCED STEM ACCESS PROGRAM | $50,000 |
| MERIDIAN ART ASSOCIATION | ||||||
| 628 25TH AVENUE | MERIDIAN | MS | 39301 | PC | EXPERIENCING VISUAL ARTS | $35,000 |
| WEST HILLS ELEMENTARY | ||||||
| 4100 32ND AVENUE | MERIDIAN | MS | 39301 | PC | MS DRAMAFEST | $2,500 |
| MS ARTS COMMISSION | ||||||
| 455 N LAMAR ST SUITE 2A | JACKSON | MS | 39202 | PC | MS WHOLE SCHOOLS | $50,000 |
| TRINITY DYSLEXIA CENTER | ||||||
| 4223 POPLAR SPRINGS DRIVE | MERIDIAN | MS | 39305 | PC | ANNUAL BUDGET | $20,000 |
| YOUTH MINISTRY | ||||||
| 120 EUREKA STREET | BATESVILLE | MS | 38606 | PC | SCARED STRAIGHT PROGRAM | $1,000 |
| PARENTS CAMPAIGN RESEARCH AND EDUCATION FUND | ||||||
| 201 E PASCAGOULA ST | JACKSON | MS | 39201 | PC | MOVING OUR FEET | $10,000 |
| MERIDIAN COUNCIL FOR THE ARTS | ||||||
| 711 23RD AVE | MERIDIAN | MS | 39301 | PC | THREEFOOT FESTIVAL | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,829,936 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| THE WRITING REVOLUTION | ||||||
| 90 BROAD STREET 3F | NEW YORK | NY | 10004 | PC | BRINGING THE REVOLUTION TO MS | $40,000 |
| BOYS AND GIRLS CLUBS OF CENTRAL MS INC | ||||||
| 1450 W CAPITOL ST | JACKSON | MS | 39203 | PC | CULINARY ARTS PROGRAM | $75,000 |
| BUT GOD MINISTRIES | ||||||
| 404 FONTAINE PL 104 | RIDGELAND | MS | 39157 | PC | JFC MONTESSORI | $75,000 |
| UNIVERSITY OF MS MEDICAL CENTER | ||||||
| 2500 N STATE ST | JACKSON | MS | 39216 | PC | UM SCHOOL OF EDUCATION AND MS BASE PAIR CONSORTIUM | $180,000 |
| CHIKASAW INKANA FOUNDATION | ||||||
| 343 E MAIN STREET B | TUPELO | MS | 38804 | PC | CHICKASAW HERITAGE CENTER | $25,000 |
| COMMUNITY FOUNDATION OF NORTHWEST MS | ||||||
| 315 LOSHER ST 100 | HERNANDO | MS | 38632 | PC | ADVANCED STEM ACCESS PROGRAM | $50,000 |
| FOUNDATION FOR PUBLIC BROADCASTING IN MS | ||||||
| 3825 RIDGEWOOD ROAD | RIDGELAND | MS | 39211 | PC | MS INTERACTIVE VIDEO NETWORK | $40,000 |
| FREEDOM PROJECT NETWORK | ||||||
| 120 DELTA AVE | SUNFLOWER | MS | 38778 | PC | FREEDOM SUMMER COLLEGIATE PROGRAM & NETWORK COLLEGE ACCESS & SUCCESS PROGRAMMING | $135,000 |
| GREAT CITY MS FOUNDATION | ||||||
| PO BOX 16976 | JACKSON | MS | 39236 | PC | LAUDERDALE AND DELTA COUNTIES PROGRAMMING | $150,000 |
| HOPE VILLAGE FOR CHILDREN | ||||||
| 2433 23RD AVENUE | MERIDIAN | MS | 39301 | PC | EDUCATION DIRECTOR | $40,000 |
| JACKSON PUBLIC SCHOOL DISTRICT | ||||||
| 662 S PRESIDENT STREET | JACKSON | MS | 39201 | PC | EXCELLENCE FOR ALL | $250,000 |
| LAUDERDALE COUNTY SCHOOL DISTRICT | ||||||
| 301 46TH COURT | MERIDIAN | MS | 39302 | PC | ELL TEACHER & MASERY CONNECT & RETHINK ED PROJECT | $420,000 |
| LAUREN ROGERS MUSEUM | ||||||
| 565 N FIFTH AVENUE | LAUREL | MS | 39440 | PC | OUTREACH ENDOWMENT | $75,000 |
| MAGNOLIA SPEECH FOR THE DEAF | ||||||
| 414 BOZEMAN RD | MADISON | MS | 39110 | PC | BUILDING HOPE | $25,000 |
| MERIDIAN COMMUNITY COLLEGE FOUNDATION | ||||||
| 910 HIGHWAY 19 NORTH | MERIDIAN | MS | 39307 | PC | PHF HONORS COLLEGE, TUITION GUARANTEE ENDOWMENT, BEEP | $2,390,000 |
| MERIDIAN JUNIOR AUXILLARY | ||||||
| PO BOX 3194 | MERIDIAN | MS | 39303 | PC | TEACHER MINI GRANTS | $5,000 |
| MERIDIAN PUBLIC SCHOOL DISTRICT | ||||||
| 1019 25TH AVE | MERIDIAN | MS | 39301 | PC | ANY GIVEN CHILD | $75,000 |
| MILLSAPS COLLEGE | ||||||
| 1701 NORTH STATE STREET | JACKSON | MS | 39210 | PC | PATHWAYS PROGRAM | $200,000 |
| MS ALLIANCE OF NONPROFITS | ||||||
| 2600 LAKELAND TERRACE | JACKSON | MS | 39206 | PC | DUES | $1,500 |
| MS ALLIANCE OF NONPROFITS AND PHILANTHROPY | ||||||
| 2600 LAKELAND TERRACE SUITE 100 | JACKSON | MS | 39216 | PC | OPERATING SUPPORT | $75,000 |
| MS ACQUARIUM FOUNDATION | ||||||
| 2100 E BEACH BLVD | GULFPORT | MS | 39501 | PC | MS ACQUARIUM | $50,000 |
| MS CHILDRENS MUSEUM | ||||||
| 403 22ND AVENUE | MERIDIAN | MS | 39301 | PC | SATELLITE LOCATION MERIDIAN, MS | $1,250,000 |
| MS STATE UNIVERSITY FOUNDATION | ||||||
| PO BOX 6149 | MISSISSIPPI STATE | MS | 39762 | PC | MENTAL/BEHAVIORAL HEALTH PROGRAM EXPANSIONS | $1,000,000 |
| OPERATION SHOE STRING INC | ||||||
| 1711 BAILEY AVENUE | JACKSON | MS | 39203 | PC | MS STATEWIDE AFTERSCHOOL NETWORK | $100,000 |
| PUBLIC EDUCATION FORUM OF MS | ||||||
| 248 E CAPITOL ST 940 | JACKSON | MS | 39201 | PC | BALANCING THE ACCOUNTABILITY MODEL | $20,000 |
| FRIENDS OF RUSSELL C DAVIS PLANETARIUM | ||||||
| 201 E PASCAGOULA ST | JACKSON | MS | 39201 | PC | CONSTRUCTION PROJECT | $50,000 |
| UNITED WAY OF NORTHEAST MS | ||||||
| 454 E PRESIDENT ST | TUPELO | MS | 38801 | PC | EARLY CHILDHOOD COALITION INSTRUCTIONAL COACH | $13,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $6,809,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,933,370 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$672,312 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,261,058 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,261,058 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $19,450 | Amt |
| Net Investment Income | $9,725 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,725 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE FOUNDATION ELECTS TO USE EXCESS DISTRIBUTIONS AND CORPUS NEEDED TO SATISFY THE 2018 AND 2020 UNDISTRIBUTED INCOME. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENTS-BONDS | BondNm |
| EOY Book Value | $5,973,600 | EOYBookValueAmt |
| EOYFMV | $5,847,122 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS-STOCKS | StockNm |
| EOY Book Value | $38,318,923 | EOYBookValueAmt |
| EOYFMV | $49,993,364 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| REPAIRS | $5,819 | $0 | $0 | $5,819 |
| INSURANCE | $6,748 | $0 | $0 | $6,748 |
| SUPPLIES | $379 | $0 | $0 | $379 |
| TELEPHONE | $2,214 | $0 | $0 | $2,214 |
| WEBSITE, INTERNET | $2,639 | $0 | $0 | $2,639 |
| MISCELLANEOUS | $21,254 | $0 | $0 | $21,254 |
| DUES & SUBSCRIPTIONS | $11,614 | $0 | $0 | $11,614 |
| PUBLIC RELATIONS | $13,341 | $0 | $0 | $13,341 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PORTFOLIO FEES | CategoryTxt |
| Amt | $46,581 | Amt |
| Net Investment Income | $46,474 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $107 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $19,532 | $0 | $0 | $0 |
| PAYROLL TAX | $18,303 | $0 | $0 | $3,405 |
Comments