BETA

EDWIN E AND RUBY C MORGAN FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
EDWIN E AND RUBY C MORGAN FOUNDATION INC (EIN 64-0667872)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-12
IRS object ID
202331329349101308
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)
Return2023-05-12T08:14:25-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN640414329PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HADDOX REID EUBANK BETTS PLLCBusinessNameLine1Txt

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 Begin2022-01-01TaxPeriodBeginDt

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
Phone6019394443PhoneNum

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
Phone6019394443PhoneNum
Signature2023-05-10SignatureDt
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
Preparation2023-05-02PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
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$20,837,289FMVAssetsEOYAmt
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$4,034InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,034InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$594,063DividendsRevAndExpnssAmt
Dividends Net Invst Incm$591,925DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$777NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$10,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$777CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$24OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$24OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$598,898TotalRevAndExpnssAmt
Total Net Invst Incm$596,760TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$381,861CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$177,924CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$203,937CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$97,511PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$43,384PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$54,127PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,931AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,931AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$8,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$4,294DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$382DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$9,667OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$485OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$9,182OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$7,847OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,438OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$6,409OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$511,111TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$223,613TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$275,586TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$825,865ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$825,865ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,336,976TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$223,613TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,101,451TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$738,078ExcessRevenueOverExpensesAmt
Net Investment Income$373,147NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$98CashBOYAmt
Cash EOY$130CashEOYAmt
Cash EOYFMV$130CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,800,786SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$226,566SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$226,566SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$744,611USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,422,198USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,456,524USGovtObligationsEOYFMVAmt
Corporate Stock BOY$17,262,256CorporateStockBOYAmt
Corporate Stock EOY$17,425,073CorporateStockEOYAmt
Corporate Stock EOYFMV$18,779,374CorporateStockEOYFMVAmt
Corporate Bonds BOY$255,425CorporateBondsBOYAmt
Corporate Bonds EOY$255,425CorporateBondsEOYAmt
Corporate Bonds EOYFMV$230,399CorporateBondsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$209,319LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$66,023LandBldgEquipAccumDeprecAmt
Land BOY$147,590LandBOYAmt
Land EOY$143,296LandEOYAmt
Land EOYFMV$143,296LandEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$1,000OtherAssetsEOYFMVAmt
Total Assets BOY$20,210,766TotalAssetsBOYAmt
Total Assets EOY$19,472,688TotalAssetsEOYAmt
Total Assets EOYFMV$20,837,289TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$20,210,766NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$19,472,688NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$20,210,766TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$19,472,688TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$20,210,766TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$19,472,688TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$20,210,766TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$738,078ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$19,472,688SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$19,472,688TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCALIF. ST BD. 5.375%PropertyDesc
How AcquiredDHowAcquiredCd
Acquired1999-10-16AcquiredDt
Sold2022-06-01SoldDt
Gross Sales Price$10,000GrossSalesPriceAmt
Cost Or Other Basis$9,223CostOrOtherBasisAmt
Gain Or Loss$777GainOrLossAmt
Gains Minus Excess Or Losses$777GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$777CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,187InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,187SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,187TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,785EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$9,785TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$4,598OverpaymentAmt
Applied To ES Tax$4,598AppliedToESTaxAmt
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$254,178$49,177$0
MILLER DAVID REID
C/O FOUNDATIONFLOWOODMS39232VP/SEC/DIR40.00$122,865$26,136$0
PHILIP L COLSON
C/O FOUNDATIONFLOWOODMS39232DIRECTOR0.50$1,606$0$0
KAREN M MORGAN
C/O FOUNDATIONFLOWOODMS39232DIRECTOR0.50$1,606$0$0
GE MORGAN
C/O FOUNDATIONFLOWOODMS39232DIRECTOR0.50$1,606$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$20,846,884AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$796,592AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$15,664FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$21,659,140TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$21,659,140AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$324,887CashDeemedCharitableAmt
Net Vl Noncharitable Assets$21,334,253NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,066,713MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,066,713MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,187TaxBasedOnInvestmentIncomeAmt
Total Tax$5,187TotalTaxAmt
Distributable Before Adj$1,061,526DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,061,526DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,061,526DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,101,451ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,101,451QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,061,526DistributableAsAdjustedAmt
Undistributed Income PY$1,043,240UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,101,451QualifyingDistributionsAmt
Applied To Year1$1,043,240AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$58,211AppliedToCurrentYearAmt
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$1,003,315UndistributedIncomeCYAmt
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 (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CCVNA & HOSPICE INC
PO BOX 2480MONTEREYCA93942NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$3,000
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
DELIVER ME SENIOR SUPPORT SERVICES
1405 SOUTH GALLATIN STREETJACKSONMS39201NONEPUBLIC CHARITYGLASSES & HEARING AIDS$10,000
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$25,000
MS ANIMAL RESCUE LEAGUE
4395 SOUTH DRIVEJACKSONMS39209NONEPUBLIC CHARITYVETERINARIAN SALARY AND BENEFITS$86,600
MS ANIMAL RESCUE LEAGUE
4395 SOUTH DRIVEJACKSONMS39209NONEPUBLIC CHARITYMEDICINE AND SUPPLIES$25,000
MS ANIMAL RESCUE LEAGUE
4395 SOUTH DRIVEJACKSONMS39209NONEPUBLIC CHARITYSPAY AND NEUTER$40,000
MS ANIMAL RESCUE LEAGUE
4395 SOUTH DRIVEJACKSONMS39209NONEPUBLIC CHARITYMEDICAL TESTING SUPPLIES$3,500
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$80,000
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 CHARITYTHE TOWER$30,000
THE CENTER FOR VIOLENCE PREVENTION
PO BOX 6279PEARLMS392886279NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$40,000
THE HOME PLACE
PO DRAWER 720MADISONMS391300720NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$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$825,865TotalGrantOrContriPdDurYrAmt
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$4,034ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$594,063ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion15ExclusionCd
Exclusion$24ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$777ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$598,898ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$598,898TotalIncomeProducingActyAmt

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$1,931Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,931DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
BUILDING2007-08-01$167,455$61,729SL39.000000000000$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$143,399
PNC FINANCIAL SRV VAR$100,000$87,000

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (63 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
5142 SHARES AMER ELECTRIC POWER CO$177,360$488,233
3000 SHARES AMEREN CORPORATION$94,524$266,760
17007 SHARES AMERICAN CENTURY FOCUSED DYN$911,507$607,147
2800 SHARES APPLE, INC$50,156$363,804
44000 SHARES AT&T INC$1,188,302$810,040
2500 SHARES AVANGRID, INC.$73,078$107,450
10500 SHARES BANK OF AMERICA CORP$143,427$347,760
7200 SHARES BAXTER INTERNATIONAL INC$409,922$366,984
57 SHARES BECTON DICKINSON & CO$7,923$14,495
100 SHARES BERKSHIRE HTWY CL A$113,507$468,711
2250 SHARES BLACK HILLS CORP$137,255$158,265
10000 SHARES BLACKROCK BUILD AMERICA$196,231$168,400
2000 SHARES BRISTOL-MYERS SQUIBB CO$120,005$143,900
40448 SHARES BROWN ADVISORY SUS GWTH$1,713,185$1,374,412
6000 SHARES CENTERPOINT ENERGY INC$124,090$179,940
8000 SHARES CHARLES SCHWAB CORP 5.95% PFD CALLABLE$200,000$188,720
6500 SHARES CHEVRON CORP$702,178$1,166,685
3000 SHARES CISCO SYSTEMS INC$63,999$142,920
400 SHARES CITIGROUP INC$24,418$18,092
2034 SHARES COMCAST CORP NEW CL A$41,247$71,129
6000 SHARES CONOCO PHILLIPS$402,831$708,000
1666 SHARES CONSTELLATION ENERGY CORP$51,680$143,626
3000 SHARES DOMINION ENERGY INC$222,605$183,960
1500 SHARES DUKE ENERGY CORP NEW$118,805$154,485
2000 SHARES EDISON INTERNATIONAL$53,718$127,240
1011 SHARES EMBECTA CORP$32,011$25,568
5000 SHARES EXELON CORPORATION$122,705$216,150
3500 SHARES EXXON MOBIL CORP$308,977$386,050
3700 SHARES FIRSTENERGY CORP$128,427$155,178
8375 SHARES GENERAL ELECTRIC CO$2,070,495$701,741
1158 SHARES GENERAL MOTORS CO$33,513$38,955
2000 SHARES HALLIBURTON CO HLDG CO$17,444$78,700
3000 SHARES INTEL CORP$79,808$79,290
8000 SHARES INTERNATIONAL PAPER CO$333,246$277,040
23652 SHARES INVESCO PREFERRED ETF$353,331$264,429
5500 SHARES JP MORGAN CHASE & CO$727,025$737,550
666 SHARES KRAFT HEINZ COMPANY$22,502$27,113
1000 SHARES KROGER CO$29,000$44,580
1883 SHARES LUMEN TECHNOLOGIES INC$72,504$9,829
5000 SHARES MERCK & CO INC NEW$197,574$554,750
2000 SHARES MICROSOFT CORP$173,005$479,640
2000 SHARES MONDELEZ INTL INC$43,582$133,300
10460 SHARES NUVEEN BAB TERM FUND$199,430$166,942
500 SHARES ORGANON & CO$9,896$13,965
5000 SHARES PFIZER INCORPORATION$110,715$256,200
7000 SHARES PG&E CORP$193,212$113,820
3000 SHARES PHILLIPS 66$221,317$312,240
44977 SHARES PIMCO INCM INST CL$537,944$465,510
6000 SHARES PITNEY BOWES 6.7% 43 SR NOTES$150,000$98,700
20000 SHARES REGIONS FINANCIAL CP NEW$210,001$431,200
35375 SHARES SCHWAB S&P 500 INDEX FUND$2,141,309$2,078,619
5000 SHARES THE SOUTHERN COMPANY$78,415$357,050
727 SHARES OF SYLVAMO CORP$18,764$35,325
130 SHARES TRUSTMARK CORP$2,777$4,538
3500 SHARES U S BANCORP DEL NEW$110,701$152,635
9870 SHARES VERIZON COMMUNICATIONS$425,924$388,878
76 SHARES VERITIV CORPORATION$2,573$9,250
620 SHARES VIATRIS, INC$6,095$6,901
477 SHARES VODAFONE GROUP PLC$47,348$4,827
359 SHARES WABTEC$28,023$35,832
10644 SHARES WARNER BROS. DISCOVERY$372,157$100,905
12500 SHARES WELLS FARGO & CO NEW$396,730$516,125
3550 SHARES XCEL ENERGY INC$74,640$248,891

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$686,810USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$695,281USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$735,388StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$761,243StateLocalSecEOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (2 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
BUILDING$167,455$66,023$101,432
LAND$41,864$0$41,864

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescFURNITUREDesc
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$1,345$0$1,345
INSURANCE$3,345$0$3,345
SUPPLIES & MISCELLANEOUS$14$0$14
EDUCATION$268$0$268
INTERNET$2,875$1,438$1,437

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Revenue And Expenses Per Books$24RevenueAndExpensesPerBooksAmt
Net Investment Income$24NetInvestmentIncomeAmt
Adjusted Net Income$24AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$8,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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