BETA

THE T H ETHERIDGE TRUST: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
THE T H ETHERIDGE TRUST (EIN 64-6207047)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-16
IRS object ID
202221369349102432
Schema version
2021v4.2
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)
Return2022-05-16T10:36:10-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Line1188 EAST CAPITOL STREET STE 500AddressLine1Txt
CityJACKSONCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39201ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN646207047EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1T H ETHERIDGE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTHETBusinessNameControlTxt
Phone6014209343PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE LITTLE CREEK ROADAddressLine1Txt
CityJACKSONCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39232ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTAM H ETHERIDGEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6014209343PhoneNum
Signature2022-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTAMPersonFirstNm
Person LastETHERIDGEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAN F LEWIS CPAPreparerPersonNm
PTINP00904894PTIN
Phone6019482924PhoneNum
Preparation2022-05-02PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,973,627FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$508,154ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$135,748DividendsRevAndExpnssAmt
Dividends Net Invst Incm$135,748DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$57,659NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$301,125GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$57,659CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$701,561TotalRevAndExpnssAmt
Total Net Invst Incm$193,407TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$65,369TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$10,486OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$10,486OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$75,855TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,486TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$217,710ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$217,710ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$293,565TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,486TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$217,710TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$407,996ExcessRevenueOverExpensesAmt
Net Investment Income$182,921NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$61,764CashBOYAmt
Cash EOY$69,360CashEOYAmt
Cash EOYFMV$69,360CashEOYFMVAmt
Other Investments BOY$8,125,699OtherInvestmentsBOYAmt
Other Investments EOY$8,526,099OtherInvestmentsEOYAmt
Other Investments EOYFMV$11,904,267OtherInvestmentsEOYFMVAmt
Total Assets BOY$8,187,463TotalAssetsBOYAmt
Total Assets EOY$8,595,459TotalAssetsEOYAmt
Total Assets EOYFMV$11,973,627TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$8,187,463CapitalStockBOYAmt
Capital Stock EOY$8,595,459CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$8,187,463TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,595,459TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,187,463TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,595,459TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,187,463TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$407,996ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$8,595,459SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$8,595,459TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
VANGUARD RUSSELL 3000P$50,167$48,470$1,697$1,697
VANGUARD RUSSELL 3000P$81,523$71,805$9,718$9,718
VANGUARD RUSSELL 3000P$4,606$3,306$1,300$1,300
VANGUARD RUSSELL 3000P$16,569$13,506$3,063$3,063
VANGUARD RUSSELL 3000P$21,180$15,197$5,983$5,983
VANGUARD RUSSELL 3000P$21,180$15,197$5,983$5,983
VANGUARD RUSSELL 3000P$21,180$15,197$5,983$5,983
VANGUARD RUSSELL 3000P$21,180$15,197$5,983$5,983
VANGUARD RUSSELL 3000P$21,180$15,197$5,983$5,983
VANGUARD RUSSELL 3000P$21,180$15,197$5,983$5,983
VANGUARD RUSSELL 3000P$21,180$15,197$5,983$5,983
FieldValueIRS element (for citing)
Capital Gain Net Income$57,659CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,543InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,543SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,543TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,000TotalPaymentsAndCreditsAmt
Es Penalty$26EsPenaltyAmt
Overpayment$431OverpaymentAmt
Applied To ES Tax$431AppliedToESTaxAmt
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 BooksHADDOX REID EUBANK BETTS PLLCIndividualWithBooksNm
Phone6019482924PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1ONE JACKSON PLACE SUITE 500AddressLine1Txt
CityJACKSONCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39225ZIPCd
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
TAM H ETHERIDGE
ONE LITTLE CREEK ROADJACKSONMS39232TRUSTEE0.00$0$0$0
NORA JANE ETHERIDGE
ONE LITTLE CREEK ROADJACKSONMS39232TRUSTEE0.00$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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$10,515,376AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$50,704AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,566,080TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,566,080AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$158,491CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,407,589NetVlNoncharitableAssetsAmt
Minimum Investment Return$520,379MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$520,379MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,543TaxBasedOnInvestmentIncomeAmt
Total Tax$2,543TotalTaxAmt
Distributable Before Adj$517,836DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$517,836DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$517,836DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$217,710ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$217,710QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$517,836DistributableAsAdjustedAmt
Undistributed Income PY$78,957UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$217,710QualifyingDistributionsAmt
Applied To Year1$78,957AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$138,753AppliedToCurrentYearAmt
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$379,083UndistributedIncomeCYAmt
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 ManagerTAM H ETHERIDGEContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonWALTER S WEEMSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO DRAWER 119AddressLine1Txt
CityJACKSONCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39205ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6019606863RecipientPhoneNum
Form And Info And MaterialsLETTER OUTLINING REASON FOR NEEDFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ASSOCIATION OF NAVAL AVIATION
6551 LOISDALE COURT SUITE 222SPRINGFIELDVA22150PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$100
ASSOCIATION OF THE US NAVY
3601 EISENHOWER AVENUE SUITE 110ALEXANDRIAVA22304PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$100
BLAIR E BATSON CHILDREN'S HOSPITAL
2500 NORTH STATE STREETJACKSONMS39216PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$750
BOOKFRIENDS - UNIVERSITY PRESS OF MISSISSIPPI
3825 RIDGEWOOD ROADJACKSONMS39211PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$150
CENTURY CLUB CHARITIES
576 HIGHLAND COLONY PARKWAY 110RIDGELANDMS39157PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$1,500
COOPERATIVE BAPTIST FELLOWSHIP
2930 FLOWERS ROAD SOUTH STE 133ATLANTAGA30341PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$250
DELTA WATERFOWL
PO BOX 3128BISMARCKND58502PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$500
EAST CENTRAL COMMUNITY COLLEGE
PO BOX 129DECATURMS39327PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$250
EUDORA WELTY FOUNDATION
PO BOX 55685JACKSONMS39296PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$500
EXTRA TABLE ADMINISTRATIVE FUNDS
3904 HARDY STREETHATTIESBURGMS39402PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$500
FRENCH CAMP ACADEMY
1 FINE PLACEFRENCH CAMPMS39745PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$500
HABITAT FOR HUMANITY
PO BOX 55634JACKSONMS39296PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$1,500
HOOVER INSTITUTE
434 GALVEZ MALLSTANFORDCA94305PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$1,000
HOSPICE MINISTRIES
450 TOWNE CENTER BLVDRIDGELANDMS39157PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$250
JUDICIAL WATCH
PO BOX 96234WASHINGTONDC20090PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$1,450
JUVENILE DIABETES FOUNDATION
2630 SOUTHERLAND STREETJACKSONMS39216PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$150
MAGNOLIA SPEECH SCHOOL
733 NORTH FLAG CHAPEL ROADJACKSONMS39209PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$1,500
MAYO CLINIC
200 FIRST STREET SWROCHESTERMN55902PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$5,000
METROPOLITAN MUSEUM OF ART
PO BOX 5228NEW YORKNY10277PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$210
MISSISSIPPI FELLOWSHIP OF CHRISTIAN ATHLETES
PO BOX 449RIDGELANDMS39158PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$250
MS BAPTIST HEALTH SYSTEMS
PO BOX 2002JACKSONMS39215PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$750
MS CENTER FOR PUBLIC POLICY
520 GEORGE STREETJACKSONMS39216PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$2,000
MS HERITAGE TRUST
PO BOX 577JACKSONMS39202PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$250
MS MUSEUM OF ART
380 LAMAR STREETJACKSONMS39201PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$1,500
MS OPERA GUILD
PO BOX 1551JACKSONMS39215PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$250
MS SYMPHONY
PO BOX 2052JACKSONMS39225PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$25,000
MSU FUND FOR EXCELLENCE
PO BOX 6149MS STATEMS39762PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$500
MUSTARD SEED
1085 LUCKNEY ROADFLOWOODMS39232PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$500
NATIONAL WWII MUSEUM
PO BOX 97336WASHINGTONDC20090PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$750
NAVAL AVIATION MUSEUM FOUNDATION
PO BOX 33104NAS PENSACOLAFL32508PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$3,000
NAVAL HISTORICAL FOUNDATION
PO BOX 15304WASHINGTONDC20003PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$250
NEWSTAGE THEATRE
PO BOX 4792JACKSONMS39296PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$250
NORTHMINSTER BAPTIST CHURCH
3955 RIDGEWOOD ROADJACKSONMS39211PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$25,700
OJAI RAPTOR CENTER
PO BOX 182OAK VIEWCA93022PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$350
PALMER HOME FOR CHILDREN
PO BOX 746COLUMBUSMS39703PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$130,000
ST ANDREWS EPISCOPAL SCHOOL
370 OLD AGENCY ROADRIDGELANDMS39157PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$3,000
STEWPOT
1100 WEST CAPITOL STREETJACKSONMS39203PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$1,000
THE FIELD
75 MAIDEN LANE SUITE 906NEW YORKNY10038PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$1,000
THE MIND CENTER
2500 NORTH STATE STREETJACKSONMS39216PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$1,000
THE NAVIGATOR
PO BOX 6000COLORADO SPRINGSCO80934PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$250
TRINITY BAPTIST CHURCH
208 OAK HILL DRIVECARTHAGEMS39051PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$250
WILDLIFE MISSISSIPPI
PO BOX 10STONEVILLEMS38776PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$500
WILSON RESEARCH FOUNDATION
1350 EAST WOODROW WILSON AVENUEJACKSONMS39216PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$500
SANCTUARY HOSPICE HOUSE
5159 WEST MAIN STREETTUPELOMS38801PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$250
HISTORIC NATCHEZ FOUNDATION
108 COMMERCE STREETJACKSONMS39210PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$500
TALLOWOOD BAPTIST CHURCH
555 TALLOWOOD ROADDALLASTX77024PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$250
CATO INSTITUTE
PO BOX 97128WASHINGTONDC20077PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$500
REVITALIZE MISSISSIPPI
210 EAST CAPITOL STREETJACKSONMS39201PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$1,250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$217,710TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$135,748ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$57,659ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$193,407ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$193,407TotalIncomeProducingActyAmt

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 Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1TAM H ETHERIDGEBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11 LITTLE CREEK ROADAddressLine1Txt
CityJACKSONCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39232ZIPCd
FieldValueIRS element (for citing)
Total Contributions$508,154TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property2,380 SHARES OF VANGUARD RUSSELL 3000NoncashPropertyDesc
Fair Market Value$508,154FairMarketValueAmt
Received2021-12-15ReceivedDt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemETFS HELD AT CHARLES SCHWABCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$8,526,099BookValueAmt
EOYFMV$11,904,267EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT FEESDesc
Revenue And Expenses Per Books$10,486RevenueAndExpensesPerBooksAmt
Net Investment Income$10,486NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$65,369Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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