BETA

EDWIN E AND RUBY C MORGAN FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
EDWIN E AND RUBY C MORGAN FOUNDATION INC (EIN 64-0667872)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-16
IRS object ID
202221369349102557
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)
Return2022-05-16T10:26:03-05:00ReturnTs
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)
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
Signature2022-05-11SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCINDY S ANDERSON CPAPreparerPersonNm
PTINP00937633PTIN
Phone6019482924PhoneNum
Preparation2022-05-11PreparationDt

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$23,977,966FMVAssetsEOYAmt
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$3,469InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,469InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$602,667DividendsRevAndExpnssAmt
Dividends Net Invst Incm$600,261DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$437,207NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$720,140GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$437,207CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$24OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$24OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,043,367TotalRevAndExpnssAmt
Total Net Invst Incm$1,040,961TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$355,034CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$174,986CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$180,048CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$91,067PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$42,473PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$48,594PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,321AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,321AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$13,050TaxesRevAndExpnssAmt
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$9,652OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$329OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$9,323OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$8,177OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,412OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$6,765OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$483,595TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$219,582TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$247,051TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$805,265ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$805,265ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,288,860TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$219,582TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,052,316TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$245,493ExcessRevenueOverExpensesAmt
Net Investment Income$821,379NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$76CashBOYAmt
Cash EOY$98CashEOYAmt
Cash EOYFMV$98CashEOYFMVAmt
Sav And Temp Cash Invst BOY$4,689,584SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,800,786SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,800,786SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$744,611USGovernmentObligationsBOYAmt
US Government Obligations EOY$744,611USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$887,853USGovtObligationsEOYFMVAmt
Corporate Stock BOY$14,614,679CorporateStockBOYAmt
Corporate Stock EOY$17,262,256CorporateStockEOYAmt
Corporate Stock EOYFMV$20,858,391CorporateStockEOYFMVAmt
Corporate Bonds BOY$255,425CorporateBondsBOYAmt
Corporate Bonds EOY$255,425CorporateBondsEOYAmt
Corporate Bonds EOYFMV$282,248CorporateBondsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$209,319LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$61,729LandBldgEquipAccumDeprecAmt
Land BOY$151,884LandBOYAmt
Land EOY$147,590LandEOYAmt
Land EOYFMV$147,590LandEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$1,000OtherAssetsEOYFMVAmt
Total Assets BOY$20,456,259TotalAssetsBOYAmt
Total Assets EOY$20,210,766TotalAssetsEOYAmt
Total Assets EOYFMV$23,977,966TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$20,456,259NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$20,210,766NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$20,456,259TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$20,210,766TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$20,456,259TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$20,210,766TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$20,456,259TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$245,493ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$20,210,766SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$20,210,766TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$667,189$282,933$384,256$384,256
CAPITAL GAINS DIVIDENDS$52,951$52,951$52,951P
FieldValueIRS element (for citing)
Capital Gain Net Income$437,207CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$11,417InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$11,417SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$11,417TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$13,202EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$13,202TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,785OverpaymentAmt
Applied To ES Tax$1,785AppliedToESTaxAmt
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
Phone6019394443PhoneNum

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$249,980$48,197$0
MILLER DAVID REID
C/O FOUNDATIONFLOWOODMS39232VP/SEC/DIR40.00$100,572$22,698$0
PHILIP L COLSON
C/O FOUNDATIONFLOWOODMS39232DIRECTOR0.50$1,494$0$0
KAREN M MORGAN
C/O FOUNDATIONFLOWOODMS39232DIRECTOR0.50$1,494$0$0
GE MORGAN
C/O FOUNDATIONFLOWOODMS39232DIRECTOR0.50$1,494$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$19,704,874AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,732,123AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$15,664FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$22,452,661TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$22,452,661AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$336,790CashDeemedCharitableAmt
Net Vl Noncharitable Assets$22,115,871NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,105,794MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,105,794MinimumInvestmentReturnAmt
Tax Based On Investment Income$11,417TaxBasedOnInvestmentIncomeAmt
Total Tax$11,417TotalTaxAmt
Distributable Before Adj$1,094,377DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,094,377DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,094,377DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,052,316ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,052,316QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,094,377DistributableAsAdjustedAmt
Undistributed Income PY$1,001,179UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,052,316QualifyingDistributionsAmt
Applied To Year1$1,001,179AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$51,137AppliedToCurrentYearAmt
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$1,043,240UndistributedIncomeCYAmt
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 (24 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
MISSISSIPPI SPAY AND NEUTER
2104 OLD BRANDON ROADPEARLMS39208NONEPUBLIC CHARITYNEW SIGN$23,500
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$84,500
MS ANIMAL RESCUE LEAGUE
4395 SOUTH DRIVEJACKSONMS39209NONEPUBLIC CHARITYMEDICINE$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$38,000
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$805,265TotalGrantOrContriPdDurYrAmt
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$3,469ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$602,667ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion15ExclusionCd
Exclusion$24ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$437,207ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,043,367ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,043,367TotalIncomeProducingActyAmt

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$2,321Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,321DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
BUILDING2007-08-01$167,455$57,435SL39.000000000000$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$175,248
PNC FINANCIAL SRV VAR$100,000$107,000

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (60 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
5142 SHARES AMER ELECTRIC POWER CO$177,360$457,484
3000 SHARES AMEREN CORPORATION$94,524$267,030
17007 SHARES AMERICAN CENTURY FOCUSED DYN$911,507$953,408
2800 SHARES APPLE, INC$50,156$497,196
44000 SHARES AT&T INC$1,560,476$1,082,400
2500 SHARES AVANGRID, INC.$73,078$124,700
10500 SHARES BANK OF AMERICA CORP$143,427$467,145
7200 SHARES BAXTER INTERNATIONAL INC$409,922$618,048
57 SHARES BECTON DICKINSON & CO$8,111$14,335
100 SHARES BERKSHIRE HTWY CL A$113,507$450,662
2250 SHARES BLACK HILLS CORP$137,255$158,782
10000 SHARES BLACKROCK BUILD AMERICA$199,185$261,800
2000 SHARES BRISTOL-MYERS SQUIBB CO$120,005$124,700
39886 SHARES BROWN ADVISORY SUS GWTH$1,686,312$1,964,764
6000 SHARES CENTERPOINT ENERGY INC$124,090$167,460
8000 SHARES CHARLES SCHWAB CORP 5.95% PFD CALLABLE$200,000$203,840
6500 SHARES CHEVRON CORP$702,178$762,775
3000 SHARES CISCO SYSTEMS INC$63,999$190,110
400 SHARES CITIGROUP INC$24,418$24,156
2034 SHARES COMCAST CORP NEW CL A$41,247$102,371
6000 SHARES CONOCO PHILLIPS$402,831$433,080
3000 SHARES DOMINION ENERGY INC$222,605$235,680
1500 SHARES DUKE ENERGY CORP NEW$118,805$157,350
2000 SHARES EDISON INTERNATIONAL$53,718$136,500
5000 SHARES EXELON CORPORATION$174,395$288,800
3500 SHARES EXXON MOBIL CORP$308,977$214,165
3700 SHARES FIRSTENERGY CORP$134,199$153,883
8375 SHARES GENERAL ELECTRIC CO$2,070,495$791,186
1158 SHARES GENERAL MOTORS CO$33,513$67,894
2000 SHARES HALLIBURTON CO HLDG CO$17,444$45,740
3000 SHARES INTEL CORP$79,808$154,500
8000 SHARES INTERNATIONAL PAPER CO$333,246$375,840
5500 SHARES JP MORGAN CHASE & CO$727,025$870,925
666 SHARES KRAFT HEINZ COMPANY$22,502$23,909
1000 SHARES KROGER CO$29,000$45,260
1883 SHARES LUMEN TECHNOLOGIES INC$72,504$23,632
5000 SHARES MERCK & CO INC NEW$197,574$383,200
2000 SHARES MICROSOFT CORP$173,005$672,640
2000 SHARES MONDELEZ INTL INC$43,582$132,620
10460 SHARES NUVEEN BAB TERM FUND$199,430$237,442
500 SHARES ORGANON & CO$9,896$15,225
5000 SHARES PFIZER INCORPORATION$110,715$295,250
7000 SHARES PG&E CORP$193,212$84,980
3000 SHARES PHILLIPS 66$221,317$217,380
42290 SHARES PIMCO INCM INST CL$509,200$504,948
6000 SHARES PITNEY BOWES 6.7% 43 SR NOTES$150,000$151,020
23652 SHARES INVESCO PREFERRED ETF$353,331$354,780
20000 SHARES REGIONS FINANCIAL CP NEW$210,001$436,000
34091 SHARES SCHWAB S&P 500 INDEX FUND$2,057,179$2,486,582
5000 SHARES THE SOUTHERN COMPANY$78,415$342,900
130 SHARES TRUSTMARK CORP$2,777$4,220
3500 SHARES U S BANCORP DEL NEW$110,701$196,595
9870 SHARES VERIZON COMMUNICATIONS$425,924$512,845
76 SHARES VERITIV CORPORATION$2,573$9,315
620 SHARES VIATRIS, INC$6,095$8,389
477 SHARES VODAFONE GROUP PLC$47,348$7,122
359 SHARES WABTEC$28,023$33,067
12500 SHARES WELLS FARGO & CO NEW$396,730$599,750
3550 SHARES XCEL ENERGY INC$74,640$240,335
327 SHARES OF SYLVAMO CORP$18,764$20,276

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$0USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$744,611StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$887,853StateLocalSecEOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (2 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
BUILDING$167,455$61,729$105,726
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$1,371$0$1,371
INSURANCE$3,095$0$3,095
SUPPLIES & MISCELLANEOUS$399$0$399
EDUCATION$487$0$487
INTERNET$2,825$1,412$1,413

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescGM NOTES CASH LIQUIDATIONDesc
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$13,050Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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