2024-10-28T11:55:34-05:00 2023-12-31 WITHUMSMITHBROWN PC 1411 BROADWAY 9TH FLOOR NEW YORK NY 10018 990PF 2023-01-01 646014272 THE CHISHOLM FOUNDATION % THE FOUNDATION CHIS 6014263378 544 CENTRAL AVENUE LAUREL MS 39440 JOHN LINDSEY PRESIDENT 2127519100 2024-11-15 true true Israel Tannenbaum CPA P01589203 2127519100 2023 2024-10-15 13:58:12Z X 101960203 X 30454100 121169 121169 887914 887914 3964389 24380610 3964389 7545 35435117 4973472 0 23650 0 0 23650 6760 0 0 6760 534886 308626 226260 2632 2632 148716 9983 138193 716644 318609 0 397495 4437351 4437351 5153995 318609 0 4834846 30281122 4654863 29504 990256 990253 741592 1775907 1775908 46618378 74522708 99194042 47389474 77288871 101960203 0 0 X 47389476 77288871 47389476 77288871 47389476 77288871 47389476 30281122 77670598 381727 77288871 PUBLICALLY TRADED SECURITIES P 2023-12-31 24380477 20416221 3964256 3964256 CLASS ACTIONS SETTLE INCOME P 2023-12-31 133 0 133 133 3964389 64703 64703 64703 150541 0 150541 85838 85838 false false false false false false false true true NY true false false false false true chisholmfoundation.org THE FOUNDATION 6014263378 544 CENTRAL AVENUE LAUREL MS 39440 false false false false false false false false false false false false false false false false false false false false SEE SCHEDULE ATTACHED 544 CENTRAL AVENUE LAUREL MS 39440 SEE SCHEDULE ATTACHED 0 0 0 0 EDGEWOOD MANAGEMENT LLC 350 PARK AVENUE 18TH FLOOR NEW YORK NY 10022 INVESTMENT ADVISOR 452521 BANK OF AMERICA PO BOX 653067 DALLAS TX 752653067 INVESTMENT ADVISOR 82365 NONE NONE 81698988 2716145 0 84415133 0 84415133 1266227 83148906 4157445 4157445 64703 64703 4092742 4092742 4092742 4834846 0 0 0 0 4834846 4092742 0 2021 2020 2019 0 147287 259297 1190370 2265660 2007670 5870284 4834846 0 4092742 742104 6612388 0 0 0 0 147287 6465101 259297 1190370 2265660 2007670 742104 NONE NONE X SEE SCHEDULE ATTACHED 554 CENTRAL AVENUE LAUREL MS 39440 N/A PC UNRESTRICTED 4437351 4437351 14 121169 14 887914 18 3964389 GROSS INCOME FROM SPECIAL EVENTS 01 7545 4981017 4981017 false false false false false false false false false false X X 1 MARGARET A CHISHOLM CHARITABLE TRUS 544 CENTRAL AVENUE LAUREL MS 39440 1445751 X 2 MARGARET A CHISHOLM CHARITABLE TRUS 544 CENTRAL AVENUE LAUREL MS 39440 29008349 X X 2 STOCKS FROM THE MARGARET A CHISHOLM CHARITABLE TRUST BOA INVESTMENT ACCOUNT 29008349 TAX PREPARATION FEE 6760 6760 NONE MORNGAN STANLEY SECURITIES 46727281 69055210 BANK OF AMERICA SECURITIES 27795427 30138832 LEGAL FEES 23650 23650 BOOK TO TAX ADJUSTMENT 381727 ASSOCIATION DUES 5170 5170 TELEPHONE 3159 3159 POSTAGE 1468 1468 OFFICE SUPPLIES 179 179 SECRETARIAL EXPENSE 37821 37281 BANK CHARGES -420 -420 STATE FILING FEES 1500 1500 STORY PRIZE EXPENSES 99839 9983 89856 GROSS INCOME FROM SPECIAL EVENTS 7545 EDGEWOOD: MGMT FEE 452521 226261 226260 BOA: MGMT FEE 82365 82365