MAPP FAM FOUNDATION TR: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
MAPP FAM FOUNDATION TR (EIN 13-7349796)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-04-25
IRS object ID
202331159349100113
Schema version
2022v5.0
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)
Return2023-04-25T08:26:50-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN630968374PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CROW SHIELDS BAILEY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13742 PROFESSIONAL PARKWAYAddressLine1Txt
CityMOBILECityNm
State AbbreviationALStateAbbreviationCd
ZIP36609ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN137349796EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MAPP FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMAPPBusinessNameControlTxt
Phone2519289080PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO DRAWER 139AddressLine1Txt
CityPOINT CLEARCityNm
State AbbreviationALStateAbbreviationCd
ZIP365640139ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLOUIS E MAPPPersonNm
Person TitleCO-TRUSTEEPersonTitleTxt
Phone2519289080PhoneNum
Signature2023-04-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLOUISPersonFirstNm
Person LastMAPPPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKRISTI DAUGHTERYPreparerPersonNm
PTINP00819263PTIN
Phone2513431012PhoneNum
Preparation2023-04-24PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$14,297,863FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$456,578ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$185InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$185InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$225,759DividendsRevAndExpnssAmt
Dividends Net Invst Incm$225,759DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$400,345NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,570,143GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,082,867TotalRevAndExpnssAmt
Total Net Invst Incm$225,944TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$90,331CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$45,166CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$45,165CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,525AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$4,525AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,899TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,899TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$5,120OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$5,120OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$101,875TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$47,065TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$54,810TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,149,309ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,149,309ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,251,184TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$47,065TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,204,119TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$168,317ExcessRevenueOverExpensesAmt
Net Investment Income$178,879NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$154,224SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$463,547SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$463,547SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$3,647,304USGovernmentObligationsBOYAmt
US Government Obligations EOY$3,259,528USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$3,277,655USGovtObligationsEOYFMVAmt
Corporate Stock BOY$2,898,674CorporateStockBOYAmt
Corporate Stock EOY$2,474,765CorporateStockEOYAmt
Corporate Stock EOYFMV$5,535,138CorporateStockEOYFMVAmt
Corporate Bonds BOY$4,743,869CorporateBondsBOYAmt
Corporate Bonds EOY$5,365,113CorporateBondsEOYAmt
Corporate Bonds EOYFMV$5,021,523CorporateBondsEOYFMVAmt
Total Assets BOY$11,444,071TotalAssetsBOYAmt
Total Assets EOY$11,562,953TotalAssetsEOYAmt
Total Assets EOYFMV$14,297,863TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$11,444,071RetainedEarningBOYAmt
Retained Earning EOY$11,562,953RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$11,444,071TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,562,953TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$11,444,071TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,562,953TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$11,444,071TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$168,317ExcessRevenueOverExpensesAmt
Other Increases$287,199OtherIncreasesAmt
Subtotal$11,562,953SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$11,562,953TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,486InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,486SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,486TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,360EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,360TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$126TaxDueAmt

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 StateALOrgReportOrRegisterStateCd
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 AddressTHEMAPPFAMILYFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksLOUIS E MAPPIndividualWithBooksNm
Phone2519289080PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16054 POINT CLEAR CIRCLEAddressLine1Txt
CityPOINT CLEARCityNm
State AbbreviationALStateAbbreviationCd
ZIP36564ZIPCd
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 Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CITICORP TRUST NA
ONE COURT SQUARE 29TH FLOORLONG ISLAND CITYNY11120AGENT1.00$90,331$0$0
LOUIS E MAPP
PO DRAWER 139POINT CLEARAL365640139CO-TRUSTEE1.00$0$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$14,317,484AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$351,840AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$14,669,324TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$14,669,324AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$220,040CashDeemedCharitableAmt
Net Vl Noncharitable Assets$14,449,284NetVlNoncharitableAssetsAmt
Minimum Investment Return$722,464MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$722,464MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,486TaxBasedOnInvestmentIncomeAmt
Total Tax$2,486TotalTaxAmt
Distributable Before Adj$719,978DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$719,978DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$719,978DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,204,119ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,204,119QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$719,978DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$7,694ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$60,243ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$314,210ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$297,796ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$679,943TotalExcessDistributionCyovAmt
Qualifying Distributions$1,204,119QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$719,978AppliedToCurrentYearAmt
Remaining Distri From Corpus$484,141RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,164,084TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,164,084ExcessDistriCyovToNextYrAmt
Excess From Year4$7,694ExcessFromYear4Amt
Excess From Year3$60,243ExcessFromYear3Amt
Excess From Year2$314,210ExcessFromYear2Amt
Excess From Year1$297,796ExcessFromYear1Amt
Excess From Current Year$484,141ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMAPP FAMILY FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO DRAWER 139AddressLine1Txt
CityPOINT CLEARCityNm
State AbbreviationALStateAbbreviationCd
ZIP365640139ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2519289080RecipientPhoneNum
Form And Info And MaterialsAPPLICATIONS AVAILABLE UPON REQUESTFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsLIMITED TO ORGANIZATIONS GRANTED 501(C)(3) TAX EXEMPT STATUS OF THE IRS CODE AND ARE CLASSIFIED AS NOT A PRIVATE FOUNDATION" AS DEFINED UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE. THE FOUNDATION ALSO PLANS TO MAKE GRANTS TO GOVERNMENTAL AGENCIES.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMER'S ASSOCIATION ALABAMA
1 METROPLEX DR SUITE 230BIRMINGHAMAL35209GENERAL CHARITABLE PURPOSE$100
AMERICAN AUTISM & REHABILIATION CENTER
8909 RAND AVEDAPHNEAL36526GENERAL CHARITABLE PURPOSE$5,000
ANGIE'S CARING HEARTS FOUNDATION INC
3297 LYNN BENNETT RDYORKAL36925GENERAL CHARITABLE PURPOSE$5,000
ARC BALDWIN COUNTY
3650 SOUTH MAGNOLIA STREETLOXLEYAL36551GENERAL CHARITABLE PURPOSE$15,000
AUTISM2ABILITY
14 MIDTOWN PARK EMOBILEAL36606GENERAL CHARITABLE PURPOSE$5,000
BECKWITH CAMP
10400 BECKWITH LNFAIRHOPEAL36532GENERAL CHARITABLE PURPOSE$5,000
BIG BROTHERBIG SISTERS
3 ROYAL ST STE300MOBILEAL36602GENERAL CHARITABLE PURPOSE$5,000
CALVARY OUTREACH MINISTRIES
8277 WILLOW TRACE LOOP WWILMERAL36587GENERAL CHARITABLE PURPOSE$15,000
CARE HOUSE BALDWIN COUNTY ADVOCACY CENTER
16397 COUNTY ROAD 73SUMMERDALEAL36580GENERAL CHARITABLE PURPOSE$20,000
CASTLEBERRY PARKS & REC
3548 W CLEVELAND AVECASTLEBERRYAL36432GENERAL CHARITABLE PURPOSE$5,000
CHILD ADVOCACY CENTER
1351 SPRINGHILL AVEMOBILEAL36604GENERAL CHARITABLE PURPOSE$15,000
CHILDREN'S ADVOCACY CENTERS OF MISSISSIPPI
1675 LAKELAND DRIVE SUITE 505JACKSONMS39216GENERAL CHARITABLE PURPOSE$5,000
CHILDREN'S OF ALABAMA
1600 7TH AVENUE SOUTHBIRMINGHAMAL35233GENERAL CHARITABLE PURPOSE$20,000
CHRISTIAN SERVICES INC
301 E 2NS STHATTIESBURGMS39401GENERAL CHARITABLE PURPOSE$20,000
DANCE WITHOUT LIMITS
4715 AIRPORT BLVDMOBILEAL36609GENERAL CHARITABLE PURPOSE$10,000
DUMAS WESLEY COMMUNITY CENTER
126 MOBILE STREETMOBILEAL36607GENERAL CHARITABLE PURPOSE$5,000
EQUINE THERAPY GROUP
37252 CHEVAL AIRE RDBAY MINETTEAL36507GENERAL CHARITABLE PURPOSE$7,500
FAIRHOPE EDUCATIONAL ENRICHMENT FOUNDATION
110 ST JAMES STFAIRHOPEAL36532GENERAL CHARITABLE PURPOSE$10,000
FIGHTING WITH HOPE
358 ST LOUIS STREETMOBILEAL36602GENERAL CHARITABLE PURPOSE$12,000
GREATER PINEBELT COMMUNITY FOUNDATION
1501 ADELINE STREETHATTIESBURGMS39401GENERAL CHARITABLE PURPOSE$25,000
HOMES OF HOPE FOR CHILDREN
344 HAROLD TUCKER RDPURVISMS39475GENERAL CHARITABLE PURPOSE$13,000
HOPE CENTER
10274 AL-104FAIRHOPEAL36532GENERAL CHARITABLE PURPOSE$10,000
JUNIOR AUXILIARY OF HATTIESBURG
PO BOX 15433HATTIESBURGMS39404GENERAL CHARITABLE PURPOSE$5,000
KREWE OF KINDNESS
11355 GETCHELL DRTHEODOREAL36582GENERAL CHARITABLE PURPOSE$5,000
LIGHT OF THE VILLAGE
PO BOX 1641BAY MINETTEAL36507GENERAL CHARITABLE PURPOSE$10,000
MCKEMIE PLACE
PO BOX 851418MOBILEAL36685GENERAL CHARITABLE PURPOSE$15,000
MEREDITH'S MIRACLES
408 E 3 NOTCH STANDALUSIAAL36420GENERAL CHARITABLE PURPOSE$20,000
MISSISSIPPI CHILDREN'S MUSEUM
2145 MUSEUM BLVDJACKSONMS39202GENERAL CHARITABLE PURPOSE$10,000
MOBILE SPCA
620 ZEIGLER CIRCLE WESTMOBILEAL03308GENERAL CHARITABLE PURPOSE$1,000
NAMI
PO BOX 161522MOBILEAL36616GENERAL CHARITABLE PURPOSE$5,000
NEIGHBORHOOD BRIDGES
PO BOX 2635WESTERVILLEOH43086GENERAL CHARITABLE PURPOSE$2,500
NORTH BALDWIN LITERACY COUNCIL
205 W 2ND STBAY MINETTEAL36507GENERAL CHARITABLE PURPOSE$3,000
OZANAM CHARTIABLE PHARMACY INC
109 S CEDAR STREETMOBILEAL36602GENERAL CHARITABLE PURPOSE$5,500
PETAL CHILDREN'S TASK FORCE
314 SOUTH GEORGE STREETPETALMS39485GENERAL CHARITABLE PURPOSE$10,500
PHILADELPHIANS PRISON MINISTRIES INC
4531 OLD BROADWAYKNOXVILLETN37918GENERAL CHARITABLE PURPOSE$10,000
PROJECT OUTREACH GULF COAST
7149 STILLWATER BLVDSPANISHFORTAL36527GENERAL CHARITABLE PURPOSE$7,500
R3SM INC
301 BUSHMAN STHATTIESBURGMS39401GENERAL CHARITABLE PURPOSE$15,000
RANSOM MINISTRIES
320 SOUTH CRAFT HWYCHICKASAWAL36611GENERAL CHARITABLE PURPOSE$15,000
ROTARY CLUB OF POINT CLEAR
1 GRAND BLVDFAIRHOPEAL36532GENERAL CHARITABLE PURPOSE$5,000
SOUTH ALABAMA LAND TRUST
11401 US-98FAIRHOPEAL36532GENERAL CHARITABLE PURPOSE$2,500
SOUTH BALDWIN LITERACY COUNCIL
21441 HWY 98 EFOLEYAL36535GENERAL CHARITABLE PURPOSE$3,000
SPANISH FORT ELEMENTARY SCHOOL
30900 AL-225SPANISH FORTAL36527GENERAL CHARITABLE PURPOSE$2,000
STRAY LOVE FOUNDATION
PO BOX 76MAGNOLIA SPRINGSAL36555GENERAL CHARITABLE PURPOSE$7,500
THE LIGHTHOUSE
6000 OLD CANTON ROADJACKSONMS39211GENERAL CHARITABLE PURPOSE$15,000
THE BALLER DREAM FOUNDATION
1009 DAUPHIN STREETMOBILEAL36604GENERAL CHARITABLE PURPOSE$10,000
THE CORE PROJECT
7125 HITT ROADMOBILEAL36695GENERAL CHARITABLE PURPOSE$1,000
THE PARKINSONS FOUNDATION
PO BOX 5014HAGERSTOWNMD21741GENERAL CHARITABLE PURPOSE$5,000
THE RUFF WILSON ORGANIZATION INC
1317 JOHNSON RDDAPHNEAL36526GENERAL CHARITABLE PURPOSE$20,000
THE SHOULDER OF THE CENTRAL GULF COAST
PO BOX 637DAPHNEAL36526GENERAL CHARITABLE PURPOSE$20,000
THOMAS HOSPITAL FOUNDATION INC
750 MORPHY AVEFAIRHOPEAL36532GENERAL CHARITABLE PURPOSE$505,909
UNITED WAY OF BALDWIN COUNTY
700 N MCKENZIE STFOLEYAL36535GENERAL CHARITABLE PURPOSE$1,300
USA CHILDREN'S AND WOMEN'S HOSPITAL
1700 CENTER STMOBILEAL36604GENERAL CHARITABLE PURPOSE$20,000
USA HEALTH
1700 CENTER STMOBILEAL36604GENERAL CHARITABLE PURPOSE$75,000
USM FOUNDATION
118 COLLEGE DRIVE 5210HATTIESBURGMS39406GENERAL CHARITABLE PURPOSE$27,500
VICTORY HEALTH PARTNERS
3750 PROFESSIONAL PKWYMOBILEAL36609GENERAL CHARITABLE PURPOSE$25,000
WILLOW FARM
26149 CO RD 49LOXLEYAL36551GENERAL CHARITABLE PURPOSE$1,000
WOMEN'S HEALTH CENTER
30505 SPANISH LANESPANISH FORTAL36527GENERAL CHARITABLE PURPOSE$10,000
WOMEN'S RESOURCE CENTER
718 DOWNTOWNER LOOP WESTMOBILEAL36609GENERAL CHARITABLE PURPOSE$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,149,309TotalGrantOrContriPdDurYrAmt
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$185ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$225,759ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$400,345ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$626,289ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$626,289TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonMARY E F MAPP CLATContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO DRAWER 139AddressLine1Txt
CityPOINT CLEARCityNm
State AbbreviationALStateAbbreviationCd
ZIP365640139ZIPCd
FieldValueIRS element (for citing)
Total Contributions$456,578TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$4,525Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$4,525DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtBasis MethodBasisMethodTxtSales ExpenseSalesExpenseAmtTotal NetTotalNetAmt
CITICORP - PUBLICALLY TRADED SECURITIESPURCHASED2022-12$1,484,015$1,083,670COST$0$400,345
CITICORP - PUBLICALLY TRADED SECURITIESPURCHASED2022-12$5,086,128$5,086,128COST$0

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierDETAIL OF THOMAS HOSPITAL DONATIONIdentifierTxt
Form And Line ReferencePART I, LINE 25 AND PART XIV, LINE 3FormAndLineReferenceDesc
Medium ExplanationDONATION OF FOLLOWING STOCKS TO THOMAS HOSPITAL FOUNDATION:300 SHARES OF TYSON FOODS INC WITH BOOK VALUE OF $22,001 (BASED ON PURCHASE DATE) AND FAIR MARKET VALUE OF $27,630 (BASED ON AVERAGE AS OF 3/9/22).500 SHARES OF CHEVRON CORP WITH BOOK VALUE OF $38,619 (BASED ON PURCHASE DATE) AND FAIR MARKET VALUE OF $86,400 (BASED ON AVERAGE AS OF 3/9/22).275 SHARES OF ALLSTATE CORP COM WITH BOOK VALUE OF $15,470 (BASED ON PURCHASE DATE) AND FAIR MARKET VALUE OF $34,128 (BASED ON AVERAGE AS OF 3/9/22).125 SHARES OF BERKSHIRE HATHAWAY INC WITH BOOK VALUE OF $25,018 (BASED ON PURCHASE DATE) AND FAIR MARKET VALUE OF $39,888 (BASED ON AVERAGE AS OF 3/9/22).500 SHARES OF ABBVIE INC WITH BOOK VALUE OF $40,779 (BASED ON PURCHASE DATE) AND FAIR MARKET VALUE OF $74,250 (BASED ON AVERAGE AS OF 3/9/22).500 SHARES OF APPLE WITH BOOK VALUE OF $2,159 (BASED ON PURCHASE DATE) AND FAIR MARKET VALUE OF $78,000 (BASED ON AVERAGE AS OF 3/9/22).625 SHARES OF CISCO SYSTEMS INC COM WITH BOOK VALUE OF $25,990 (BASED ON PURCHASE DATE) AND FAIR MARKET VALUE OF $33,938 (BASED ON AVERAGE AS OF 3/9/22).500 SHARES OF ORACLE CORPORATION COM WITH BOOK VALUE OF $9,195 (BASED ON PURCHASE DATE) AND FAIR MARKET VALUE OF $36,875 (BASED ON AVERAGE AS OF 3/9/22).1,200 SHARES OF NEWMONT CORPORATION WITH BOOK VALUE OF $39,478 (BASED ON PURCHASE DATE) AND FAIR MARKET VALUE OF $94,800 (BASED ON AVERAGE AS OF 3/9/22).TOTAL COST BASIS $218,709 AND TOTAL FAIR MARKET VALUE OF $505,909 FOR A DIFFERENCE OF $287,200.MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$5,365,113EOYBookValueAmt
EOYFMV$5,021,523EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCOMMON EQUITY SECURITIESStockNm
EOY Book Value$2,474,765EOYBookValueAmt
EOYFMV$5,535,138EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$3,259,528USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$3,277,655USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$4,940$0$0$4,940
WEBSITE MAINTENANCE$180$0$0$180

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescDONATED STOCK FMV DIFFERENCEDesc
Amt$287,199Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TAXES - FOREIGN TAXES ON DIVIDENDS$557$557$0$0
TAXES - 990PF$1,342$1,342$0$0

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