PHIL HARDIN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- PHIL HARDIN FOUNDATION (EIN 64-6024940)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-08-18
- IRS object ID
- 202222309349100907
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-18T14:03:22-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 640295411 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REA SHAW GIFFIN & STUART LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2415 9th St | AddressLine1Txt |
| City | Meridian | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 646024940 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHIL HARDIN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PHIL | BusinessNameControlTxt |
| Phone | 6014834282 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2750 NORTH PARK DRIVE | AddressLine1Txt |
| City | MERIDIAN | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39305 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LLOYD GRAY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6014834282 | PhoneNum |
| Signature | 2022-06-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LLOYD | PersonFirstNm |
| Person Last | GRAY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | R B MOULDS JR | PreparerPersonNm |
| PTIN | P00745097 | PTIN |
| Phone | 6016932841 | PhoneNum |
| Preparation | 2022-06-16 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $82,078,637 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,656,924 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,656,924 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,656,924 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,078,312 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,203,635 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,078,312 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $31,875 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $7,767,111 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,735,236 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,656,924 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $276,998 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $96,949 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $180,049 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $211,013 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $211,013 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $29,603 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $29,603 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $8,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $39,637 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,595 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $42 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $34,380 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $16,934 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $39,534 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $7,857 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $7,857 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $22,727 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $9,091 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $13,636 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $13,680 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $74,686 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $73,967 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $766,515 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $153,835 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $541,301 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,639,353 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,639,353 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,405,868 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $153,835 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,180,654 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,361,243 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,581,401 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,656,924 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,947,258 | CashBOYAmt |
| Cash EOY | $763,549 | CashEOYAmt |
| Cash EOYFMV | $763,549 | CashEOYFMVAmt |
| Corporate Stock BOY | $40,611,374 | CorporateStockBOYAmt |
| Corporate Stock EOY | $45,144,950 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $77,014,779 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,611,733 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,660,485 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,629,231 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,218,276 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $547,198 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $708,454 | LandBOYAmt |
| Land EOY | $671,078 | LandEOYAmt |
| Land EOYFMV | $671,078 | LandEOYFMVAmt |
| Total Assets BOY | $46,878,819 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,240,062 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $82,078,637 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,361,243 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $46,878,819 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $50,240,062 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $46,878,819 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $50,240,062 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $46,878,819 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,361,243 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $50,240,062 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $50,240,062 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE OF SECURITIES | PropertyDesc |
| Acquired | 2014-01-01 | AcquiredDt |
| Sold | 2021-12-31 | SoldDt |
| Gross Sales Price | $20,203,635 | GrossSalesPriceAmt |
| Cost Or Other Basis | $14,125,323 | CostOrOtherBasisAmt |
| Gain Or Loss | $6,078,312 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $6,078,312 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,078,312 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $105,381 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $105,381 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $105,381 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $95,432 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $95,432 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $2,494 | EsPenaltyAmt |
| Tax Due | $12,443 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.PHILHARDIN.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHERYL FLOOD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6014834282 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2750 NORTH PARK DRIVE | AddressLine1Txt |
| City | MERIDIAN | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2018 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT F WARD | ||||||||
| 2750 NORTH PARK DRIVE | MERIDIAN | MS | 39305 | PRESIDENT | 4.00 | $58,000 | $0 | $0 |
| ROBERT DEEN JR | ||||||||
| 2750 NORTH PARK DRIVE | MERIDIAN | MS | 39305 | FORMER DIRECTOR | 4.00 | $21,498 | $0 | $0 |
| RONNIE L WALTON | ||||||||
| 2750 NORTH PARK DRIVE | MERIDIAN | MS | 39305 | SECRETARY | 4.00 | $43,000 | $0 | $0 |
| MARTIN DAVIDSON | ||||||||
| 2750 NORTH PARK DRIVE | MERIDIAN | MS | 39305 | TREASURER | 4.00 | $43,000 | $0 | $0 |
| JIM MCGINNIS | ||||||||
| 2750 NORTH PARK DRIVE | MERIDIAN | MS | 39305 | DIRECTOR | 4.00 | $26,000 | $0 | $0 |
| KACEY BAILEY | ||||||||
| 2750 NORTH PARK DRIVE | MERIDIAN | MS | 39305 | DIRECTOR | 4.00 | $27,000 | $0 | $0 |
| MICHAEL VAN VECKHOVEN | ||||||||
| 2750 NORTH PARK DRIVE | MERIDIAN | MS | 39305 | DIRECTOR | 4.00 | $27,000 | $0 | $0 |
| CLAIR HUFF | ||||||||
| 2750 NORTH PARK DRIVE | MERIDIAN | MS | 39305 | DIRECTOR | 4.00 | $15,750 | $0 | $0 |
| DERRON RADCLIFF | ||||||||
| 2750 NORTH PARK DRIVE | MERIDIAN | MS | 39305 | DIRECTOR | 4.00 | $15,750 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| LLOYD GRAY | ||||||||
| 2750 NORTH PARK DRIVE | MERIDIAN | MS | 39305 | EXEUCTIVE DIRECTOR | 40.00 | $137,856 | $10,738 | $0 |
| SHERYL FLOOD | ||||||||
| 2750 NORTH PARK DRIVE | MERIDAIN | MS | 39305 | ADMINISTRATIVE ASST | 40.00 | $73,157 | $4,187 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $73,739,608 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $925,549 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $74,665,157 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $74,665,157 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,119,977 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $73,545,180 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,677,259 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,677,259 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $105,381 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $105,381 | TotalTaxAmt |
| Distributable Before Adj | $3,571,878 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,571,878 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,571,878 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,180,654 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,180,654 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,571,878 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $989,917 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Total For Prior Years | $989,917 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $204,383 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $785,534 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $989,917 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,180,654 | QualifyingDistributionsAmt |
| Applied To Year1 | $989,917 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,190,737 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $381,141 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $381,141 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $608,776 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $989,917 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $989,917 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $608,776 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $608,776 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PHIL HARDIN FOUNDATION-LLOYD GRAY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2750 NORTH PARK DRIVE | AddressLine1Txt |
| City | MERIDIAN | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6014834282 | RecipientPhoneNum |
| Form And Info And Materials | CONTACT PHIL HARDIN FOUNDATION-LLOYD GRAY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | CONTACT PHIL HARDIN FOUNDATION-LLOYD GRAY | SubmissionDeadlinesTxt |
| Restrictions On Awards | CONTACT PHIL HARDIN FOUNDATION-LLOYD GRAY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FOUNDATION FOR MS HISTORY | ||||||
| PO BOX 571 | JACKSON | MS | 39205 | PC | SCHOOL VISIT TO SUPPORT TWO MUSEUMS | $50,000 |
| BUT GOD MINISTRIES | ||||||
| 404 FONTAINE PL 104 | RIDGELAND | MS | 39157 | PC | JFC MONTESSORI | $25,000 |
| CHILDRENS FOUNDATION OF MS | ||||||
| PO BO 55887 | JACKSON | MS | 39296 | PC | CHILDRENS FOUNDATION OF MS | $100,000 |
| MS CAMPAIGN FOR TEEN PREGNANCY | ||||||
| PO BOX 16123 | JACKSON | MS | 39236 | PC | GROWING UP KNOWING | $50,000 |
| EAST MS BUSINESS DEVELOPMENT FOUNDATION | ||||||
| PO BOX 790 | MERIDIAN | MS | 39302 | PC | MS SCHOLARS AND TECH MASTER; LEADER IN ME | $45,000 |
| FOUNDATION FOR PUBLIC BROADCASTING IN MS | ||||||
| 3825 RIDGEWOOD ROAD | JACKSON | MS | 39211 | PC | MS INTERACTIVE VIDEO NETWORK | $40,000 |
| FREEDOM PROJECT NETWORK | ||||||
| 120 DELTA AVE | SUNFLOWER | MS | 38778 | PC | FREEDOM SUMMER COLLEGIATE PROGRAM; ALUMNI COLLEGE SUCCESS PROGRAM | $65,000 |
| GRANTMAKERS FOR EDUCATION | ||||||
| 720 SW WASHINGTON STREET | PORTLAND | OR | 97205 | PC | DUES | $1,300 |
| MERIDIAN ART ASSOCIATION | ||||||
| PO BOX 5773 | MERIDIAN | MS | 39307 | PC | ART PROVIDES HOPE | $25,000 |
| ILLUMINATIONS CENTER FOR DYSLEXIA INC | ||||||
| 302 17TH STREET | MERIDIAN | MS | 39301 | PC | DYSLEXIA THERAPY CHARITY AID | $15,000 |
| JACKSON MEDICAL MALL FOUNDATION | ||||||
| 350 W WOODROW WILSON AVE | JACKSON | MS | 39213 | PC | YOUNG FUTURISTS PROJECT | $50,000 |
| SCOTT COUNTY SCHOOL DISTRICT | ||||||
| 110 COMMERCE LOOP | FOREST | MS | 39074 | PC | EDUCATIONAL ACCESS FOR THE AP ACCESS PILOT PROGRAM | $50,000 |
| LAUDERDALE COUNTY SCHOOL DISTRICT | ||||||
| PO BOX 5498 | MERIDIAN | MS | 39302 | PC | SCHOOL TECHNOLOGY IMPLEMENTATION, ENCOURAGING ADVOCATES RESPONSE TO TRAUMA PROGRAM, & PRE-K | $384,122 |
| MAGNOLIA SPEECH FOR THE DEAF | ||||||
| 733 N FLAG CHAPEL RD | JACKSON | MS | 39209 | PC | BUILDING HOPE PROGRAM | $25,000 |
| MERIDIAN COMMUNITY COLLEGE FOUNDATION | ||||||
| 910 HIGHWAY 19 NORTH | MERIDIAN | MS | 39307 | PC | PHIL HARDIN FOUNDATION HONORS COLLEGE; BEEP; ANNUAL SCHOLARSHIPS | $190,000 |
| MERIDIAN FREEDOM PROJECT | ||||||
| 2415 8TH STREET | MERIDIAN | MS | 39301 | PC | EXPEANDING STUDENT PROGRAMS | $50,000 |
| MERIDIAN JUNIOR AUXILLARY | ||||||
| PO BOX 3194 | MERIDIAN | MS | 39301 | PC | READING IS FUNDAMENTAL | $10,000 |
| MERIDIAN SYMPHONY ASSOCIATION | ||||||
| PO BOX 2171 | MERIDIAN | MS | 39302 | PC | THE DR. JOE S. COVINGTON ENDOWMENT | $50,000 |
| MILSAPS COLLEGE | ||||||
| 1701 NORTH STATE STREET | JACKSON | MS | 39210 | PC | EUDORA WELTY CHAIR OF SOUTHERN LITERATURE; MERIDIAN-MILLAPS SUMMER INTERNSHIP PROGRAM | $100,000 |
| MISSISSIPPI ARTS COMMISSION | ||||||
| 501 NORTH WEST STREET | JACKSON | MS | 39201 | PC | MS WHOLE SCHOOLS | $50,000 |
| MISSISSIPPI STATE UNIVERSITY FOUNDATION | ||||||
| PO BOX 6018 | MISSISSIPPI STATE | MS | 39762 | PC | PHIL HARDIN FOUNDATION LIBRARIES; MASTER OF PHYSICIAN ASSISTANT STUDIES; BOB DEEN ENDOWMENT; PHIL HARDIN EDUCATION SERIES; EXPANDING MS JUMPSTART | $85,000 |
| MS ACQUARIUM FOUNDATION | ||||||
| 2100 E BEACH BLVD | GULFPORT | MS | 39501 | PC | MS ACQUARIUM | $50,000 |
| MS ALLIANCE OF NONPROFITS | ||||||
| 175 E CAPITOL ST SUITE 501 | JACKSON | MS | 39201 | PC | MS ALLIANCE OF NONPROFITS & PHILANTHROPY; SPONSORSHIP FOR 2020; ADDRESSING MS''S DIGITAL DIVIDE | $75,000 |
| MS ARTS AND ENTERTAINMENT CENTER | ||||||
| 1901 FRONT STREET | MERIDIAN | MS | 39301 | PC | MS ARTS AND ENTERTAINMENT CENTER | $328,000 |
| MERIDIAN COUNCIL FOR THE ARTS | ||||||
| 711 23RD AVENUE | MERIDIAN | MS | 39301 | PC | ANNUAL FEE | $1,000 |
| MERIDIAN PUBLIC SCHOOL DISTRICT | ||||||
| 1019 25TH AVENUE | MERIDIAN | MS | 39301 | PC | TEACH MERIDIAN INCENTIVE GRANT, MERIDIAN LEARNS-AMERICORPS YEAR 2, ADDITIONAL SCHOOL NURSES, & MS HIGH SCHOOL DRAMA COMPETITIONS | $363,065 |
| MS SCHOOL FOR MATH AND SCIENCE FOUNDATION INC | ||||||
| 1100 COLLEGE STREET | COLUMBUS | MS | 39701 | PC | MS SCHOOLS FOR MATH & SCIENCE SUMMER CAMPS | $7,000 |
| MS CHILDRENS MUSEUM | ||||||
| PO BOX 55409 | JACKSON | MS | 39396 | PC | MS CHILDRENS MUSEUM-MERIDIAN, MS | $200,000 |
| NATIONAL CENTER ON EDUCATION & THE ECONOMY | ||||||
| 2121 K STREET NW SUITE 700 | WASHINGTON | DC | 20037 | PC | NATIONAL INSTITUTE FOR SCHOOL LEADERSHIPS SUPERINTENDENT ACADEMY FOR MS | $50,000 |
| NATIONAL BOARD FOR PROFESSIONALS | ||||||
| 1525 WILSON BLVD | ARLINGTON | VA | 22209 | PC | ESSENTIAL SCHOLARSHIPS FOR NATIONAL BOARD CERTIFICATION | $25,000 |
| NEW DESTINY DAYCARE & LEARNING ACADEMY | ||||||
| 5721 5TH STREET | MERIDIAN | MS | 39307 | PC | CAMP DESTINY AFTERSCHOOL & SUMMER PROGRAM | $50,000 |
| OPERATION SHOE STRING INC | ||||||
| 1711 BAILEY AVENUE | JACKSON | MS | 39203 | PC | MS STATEWIDE AFTERSCHOOL NETWORK | $50,000 |
| PROGRAM OF RESEARCH & EVALUATION FOR PUBLIC SCHOOL | ||||||
| 710 WILLIAM CAREY PARKWAY | HATTIESBURG | MS | 39401 | PC | CEO LEADERSHIP ACADEMY | $25,000 |
| ROSEDALE COMMUNITY YOUTH CENTER | ||||||
| PO BOX 21 | ROSEDALE | MS | 38769 | PC | YOUTH EMPLOYMENT PROGRAM, COLLEGE COHORT SUPPORT | $15,000 |
| THE NEA FOUNDATION FOR THE IMPROVEMENT OF EDUCATION | ||||||
| 1201 16TH STREET | WASHINGTON | DC | 20036 | PC | SUPPORTING THE STRATEGIC DEVELOPMENT OF EXEMPLARY COMMUNITY SCHOOLS IN MS | $100,000 |
| OREN DUNN CITY MUSEUM ASSOCIATION | ||||||
| 689 RUTHERFORD ROAD | TUPELO | MS | 38801 | NC | ROCK AND MINERAL SHOW | $2,000 |
| SOUTHEASTERN COUNCIL OF FOUNDATIONS | ||||||
| 50 HURT PLAZA | ATLANTA | GA | 30303 | PC | ANNUAL MEMBERSHIP DUES | $8,360 |
| SPRING INITIATIVE | ||||||
| PO BOX 1759 | CLARKSDALE | MS | 38614 | PC | SPRING INITIATIVE | $50,000 |
| SUNFLOWER COUNTY FREEDOM PROJECT | ||||||
| PO BOX 701 | SUNFLOWER | MS | 38778 | PC | FREEDOM SUMMER PROGRAMMING | $25,000 |
| JOCELYN JESSOP | ||||||
| 1500 JOHN F KENNEDY LVD SUITE 1160 | PHILADELPHIA | PA | 19102 | EOF | SPRINGBOARD COLLABORATIVE SUMMER PARTNERSHIP | $50,000 |
| TRINITY DYSLEXIA CENTER | ||||||
| 4223 POPLAR SPIRNGS DRIVE | MERIDIAN | MS | 39305 | NC | EDUCATION CENTER ANNUAL AND ANNUAL BUDGET | $46,500 |
| UNITED WAY OF EAST MS | ||||||
| PO BOX 3219 | MERIDIAN | MS | 39301 | PC | IMAGINATION LIBRARY | $80,000 |
| UNITED WAY OF NORTHEAST MS | ||||||
| 213 MAIN ST 110 | TUPELO | MS | 38804 | PC | EARLY CHILDHOOD COALITION INSTRUCTIONAL | $52,000 |
| UNIVERSITY OF MISSISSIPPI FOUNDATION | ||||||
| 406 UNIVERSITY AVENUE | OXFORD | MS | 38655 | PC | STEPHEN MOORE ENDOWMENT | $50,000 |
| UNIVERSITY OF MS MEDICAL CENTER | ||||||
| 2500 N STATE ST | JACKSON | MS | 39216 | PC | UM SCHOOL OF EDUCATION; GROWING SO THEY CAN GROW | $112,500 |
| WALTER ANDERSON MUSEUM OF ART | ||||||
| 510 WASHINGTON AVE | OCEAN SPRINGS | MS | 39564 | PC | SPACE BETWEEN THE TREES | $25,000 |
| WOMENS FOUNDATION OF MS | ||||||
| 120 NORTH CONGRESS ST | JACKSON | MS | 39201 | PC | TWO-GENERATION COMMUNITY COLLEGE APPROACH | $60,000 |
| FROM THE HEART PRODUCTIONS | ||||||
| 1013 HARBOR BLVD | OXNARD | CA | 93035 | PC | FANNIE LOU HAMNERS AMERICA POST PRODUCTION COSTS | $2,500 |
| CHILDRENS FOUNDATION OF MS | ||||||
| 3000 CANTON ROAD | JACKSON | MS | 39201 | PC | QUALITY CHILDCARE AND EARLY EDUCATION IMPACT | $15,000 |
| BELHAVEN UNVIVERSITY | ||||||
| 1500 PEACHTREE STREET | JACKSON | MS | 39202 | PC | INVESTMENT FUND FOR DOCTORATE | $67,800 |
| HARRISBURG CULTURAL AND SOCIAL SERVICES CENTER INC | ||||||
| 1800 W MAIN STREET | TUPELO | MS | 38801 | PC | START WITH THE ARTS | $5,000 |
| MS ASSOCIATION IN PARTNERS IN EDUCATION | ||||||
| 141 EXECUTIVE DRIVE STE 1 | MADISON | MS | 39236 | PC | ANNUAL | $1,500 |
| MS UNIVERSITY FOR WOMEN FOUNDATION | ||||||
| 1100 COLLEGE STREET | COLUMBUS | MS | 39701 | PC | INNOVATIVE LEARNING LABS PROJECT | $150,000 |
| MOOREVILLE HIGH SCHOOL | ||||||
| 115 CO RD 1429 | MOOREVILLE | MS | 38857 | PC | EDUCATIONAL PURCHASE | $1,000 |
| NURTURE OUR FUTURE | ||||||
| 2378 BUSH DAIRY RD | LAUREL | MS | 39443 | PC | THE BRAIN BUS CAMPAIGN | $23,925 |
| MS STATE UNIVERSITY FOUNDATION | ||||||
| 100 HUNTER HENR BLVD | MISSISSIPPI STATE | MS | 39762 | PC | EXPANDING MS JUMPSTART | $11,781 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,639,353 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BELHAVEN UNVIVERSITY | ||||||
| 1500 PEACHTREE STREET | MERIDIAN | MS | 39202 | PC | START-UP INVESTMENT FUND FOR DOCTORATE | $180,800 |
| FREEDOM PROJECT NETWORK | ||||||
| 120 DELTA AVE | SUNFLOWER | MS | 38778 | PC | FREEDOM SUMMER COLLEGIATE PROGRAM | $155,000 |
| BUT GOD MINISTRIES | ||||||
| 404 FONTAINE PL 104 | RIDGELAND | MS | 39157 | PC | PHIL HARDIN FOUNDATION LEARNING LABS | $25,000 |
| MS UNIVERSITY FOR WOMEN FOUNDATION | ||||||
| 1100 COLLEGE STREET | COLUMBUS | MS | 39701 | PC | INNOVATIVE LEARNING LABS PROJECT | $150,000 |
| NEW DESTINY DAYCARE & LEARNING ACADEMY | ||||||
| 5721 5TH STREET | MERIDIAN | MS | 39307 | PC | CAMPDESTINY AFTERSCHOOL PROGRAM | $50,000 |
| FOUNDATION FOR MS HISTORY | ||||||
| PO BOX 571 | JACKSON | MS | 39205 | PC | SCHOOL VISIT | $200,000 |
| FOUNDATION FOR MS PUBLIC BROADCASTING | ||||||
| 3825 RIDGEWOOD ROAD | JACKSON | MS | 39211 | PC | MS INTERACTIVE VIDEO NETWORK | $120,000 |
| JACKSON MEDICAL MALL FOUNDATION | ||||||
| 350 W WOODROW WILSON AVE | JACKSON | MS | 39213 | PTC | YOUNG FUTURISTS PROJECT | $50,000 |
| LAUDERDALE COUNTY SCHOOL DISTRICT | ||||||
| PO BOX 5498 | MERIDIAN | MS | 39302 | PC | TRAUMA PROGRAM, PRE-K | $261,000 |
| MAGNOLIA SPEECH FOR THE DEAF | ||||||
| 733 N FLAG CHAPEL RD | JACKSON | MS | 39209 | PC | BUILDING HOPE PROGRAM | $75,000 |
| MERIDIAN COMMUNITY COLLEGE FOUNDATION | ||||||
| 910 HIGHWAY 19 NORTH | MERIDIAN | MS | 39301 | PC | PHIL HARDIN FOUNDATION HONORS COLLEGE | $600,000 |
| MERIDIAN PUBLIC SCHOOL DISTRICT | ||||||
| 1019 25TH AVENUE | MERIDIAN | MS | 39301 | PC | ADDITIONAL SCHOOL NURSES | $157,135 |
| MILLSAPS COLLEGE | ||||||
| 1701 NORTH STATE STREET | JACKSON | MS | 39210 | PC | PATHWAYS PROGRAM | $400,000 |
| MS ALLIANCE OF NONPROFITS | ||||||
| 2600 LAKELAND TERRACE | JACKSON | MS | 39216 | PC | GENERAL OPERATING SUPPORT | $250,000 |
| MS ACQUARIUM FOUNDATION | ||||||
| 2100 E BEACH BLVD | GULFPORT | MS | 39501 | PC | ACQUARIUM | $150,000 |
| MS ARTS AND ENTERTAINMENT CENTER | ||||||
| 1901 FRONT STREET | MERIDIAN | MS | 39301 | PC | MAEC | $300,000 |
| MS ARTS COMMISSION | ||||||
| 501 NORTH WEST STREET | JACKSON | MS | 39201 | PC | MS WHOLE SCHOOLS | $50,000 |
| MISSISSIPPI CHILDREN'S MUSEUM | ||||||
| PO BOX 55409 | JACKSON | MS | 39396 | PC | SATELLITE LOCATION IN MERIDIAN, MS | $2,000,000 |
| MS STATE UNIVERSITY FOUNDATION | ||||||
| PO BOX 6018 | MS STATE | MS | 39762 | PC | BOB DEEN ENDOWMENT | $145,000 |
| MS STATE UNIVERSITY FOUNDATION | ||||||
| PO BOX 6018 | MS STATE | MS | 39762 | PC | JUMPSTART | $11,781 |
| NATIONAL BOARD FOR PROFESSIONALS | ||||||
| 1525 5TH STREET | MERIDIAN | MS | 39307 | PC | SCHOLARSHIPS | $25,000 |
| NATIONAL CENTER ON EDUCATION & THE ECONOMY | ||||||
| 2121 K STREET NW SUITE 700 | WASHINGTON | DC | 30037 | PC | LEARNING FROM THE POLICIES OF THE WORLDS HIGHEST PERFORMING EDUCAITON SYSTEM | $50,000 |
| OPERATION SHOE STRING INC | ||||||
| 1711 BAILEY AVENUE | JACKSON | MS | 39203 | PC | AFTERSCHOOL NETWORK | $50,000 |
| SPRING INITIATIVE | ||||||
| PO BOX 1759 | CLARKSDALE | MS | 38614 | PC | SPRING INITIATIVE | $100,000 |
| UNITED WAY OF EAST MS | ||||||
| PO BOX 3219 | MERIDIAN | MS | 39301 | PC | IMAGINATION LIBRARY | $160,000 |
| UNIVERSITY OF MS FOUNDATION | ||||||
| 406 UNIVERSITY AVENUE | OXFORD | MS | 38655 | PC | STEPHEN MOORE ENDOWMENT | $50,000 |
| UNIVERSITY OF MS MEDICAL CENTER | ||||||
| 2500 N STATE ST | JACKSON | MS | 39216 | PC | UM SCHOOL OF EDUCATION | $765,000 |
| WOMENS FOUNDATION OF MS | ||||||
| 120 NORTH CONGRESS ST | JACKSON | MS | 39201 | PC | TWO-GENERATION COMMUNITY COLLEGE APPROACH | $80,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $6,610,716 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,656,924 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $31,875 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,078,312 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,767,111 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,767,111 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $16,400 | Amt |
| Net Investment Income | $8,200 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,200 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENTS-BONDS | BondNm |
| EOY Book Value | $3,660,485 | EOYBookValueAmt |
| EOYFMV | $3,629,231 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS-STOCKS | StockNm |
| EOY Book Value | $45,144,950 | EOYBookValueAmt |
| EOYFMV | $77,014,779 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| REPAIRS | $15,519 | $0 | $0 | $15,519 |
| INSURANCE | $10,617 | $0 | $0 | $10,617 |
| SUPPLIES | $396 | $0 | $0 | $396 |
| TELEPHONE | $3,675 | $0 | $0 | $3,675 |
| WEBSITE, INTERNET | $3,943 | $0 | $0 | $3,943 |
| MISCELLANEOUS | $21,499 | $0 | $0 | $20,780 |
| DUES & SUBSCRIPTIONS | $10,925 | $0 | $0 | $10,925 |
| PUBLIC RELATIONS | $8,112 | $0 | $0 | $8,112 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $31,875 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PORTFOLIO FEES | $39,595 | $39,595 | $0 | $0 |
| QUICKBOOKS FEES | $42 | $0 | $0 | $42 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $17,446 | $0 | $0 | $0 |
| PAYROLL TAX | $16,934 | $0 | $0 | $16,934 |
Comments