DHM FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- DHM FOUNDATION (EIN 83-2907092)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-02-02
- IRS object ID
- 202240339349100009
- Schema version
- 2021v4.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-02-02T12:51:34-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 621587083 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROWLAND & CARTER CPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7953 STAGE HILLS BLVD STE 110 | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 381334010 | 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 | 832907092 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DHM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DHMF | BusinessNameControlTxt |
| Phone | 6018985180 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 613 CRESCENT CIRCLE STE 100 | AddressLine1Txt |
| City | RIDGELAND | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39157 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GUY H WHITE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6018985180 | PhoneNum |
| Signature | 2022-02-01 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GUY H | PersonFirstNm |
| Person Last | WHITE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BENNY J CARTER | PreparerPersonNm |
| PTIN | P00521871 | PTIN |
| Phone | 9014323000 | PhoneNum |
| Preparation | 2022-02-01 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $498,964 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $35,278 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $10 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $12,909 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,909 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $12,909 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $166,065 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $244,128 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $166,065 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $48,742 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $214,262 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $178,984 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $61,661 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $980 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $710 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $2,325 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $4,015 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,015 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $205,247 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $178,984 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $61,661 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $54,827 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $142,018 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $142,018 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $168,713 | CorporateStockBOYAmt |
| Corporate Stock EOY | $286,769 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $356,946 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $223,540 | TotalAssetsBOYAmt |
| Total Assets EOY | $428,787 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $498,964 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $223,540 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $428,787 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $223,540 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $428,787 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $223,540 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $428,787 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $223,540 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $205,247 | ExcessRevenueOverExpensesAmt |
| Subtotal | $428,787 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $428,787 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 751 RILEY FINANCIAL | D | 2021-12-28 | 2021-12-31 | $64,878 | $6,759 | $58,119 | $58,119 |
| 700 VIACOM | D | 2021-03-15 | 2021-11-26 | $22,631 | $32,008 | -$9,377 | -$9,377 |
| 1200 RILEY | D | 2020-12-15 | 2021-02-15 | $54,758 | $10,776 | $43,982 | $43,982 |
| 1000 VIACOM | D | 2021-03-05 | $95,744 | $28,520 | $67,224 | $67,224 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $166,065 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $48,742 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,488 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,488 | SubtotalAmt |
| Tax Based On Investment Income | $2,488 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,148 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,148 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $1,340 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GUY H WHITE | IndividualWithBooksNm |
| Phone | 6018985180 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 613 CRESCENT CIRCLE SUITE 100 | AddressLine1Txt |
| City | RIDGELAND | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39157 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| GUY H WHITE | ||||||||
| 613 CRESCENT CIRCLE SUITE 100 | RIDGELAND | MS | 39157 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| ALLISON H WHITE | ||||||||
| 613 CRESCENT CIRCLE SUITE100 | RIDGELAND | MS | 39157 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| B B MITCHELL | ||||||||
| 613 CRESCENT CIRCLE STE 100 | RIDGELAND | MS | 39157 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | A 5,000 CONTRIBUTION WAS MADE TO EMPOWER MS. EMPOWER IS DEDICATED TO THE MISSION OF A QUALITY EDUCATION FOR EVERY CHILD, MEANINGFUL WORK FOR EVERY ADULT, AND JUSTICE FOR ALL | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $295,382 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $98,425 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $393,807 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $393,807 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,907 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $387,900 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,395 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,395 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,488 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,488 | TotalTaxAmt |
| Distributable Before Adj | $16,907 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $16,907 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $16,907 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $5,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,907 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $52,539 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $52,539 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $5,000 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $11,907 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $11,907 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $40,632 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $40,632 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $40,632 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GUY WHITE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMPOWERMENT MS FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 NORTHPARK DR | AddressLine1Txt |
| City | RIDGELAND | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39157 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | EDCUATION DONATION | GrantOrContributionPurposeTxt |
| Amt | $5,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $10 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $12,909 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $166,065 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $178,984 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $178,984 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | PROVIDES FUNDING FOR CHARITABLE ACTIVITIES |
| 4 | PROVIDES FUNDING FOR CHARITABLE ACTIVITIES |
| 8 | PROVIDES FUNDING FOR CHARITABLE ACTIVITIES |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | GUY WHITE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 613 CRESCENT CIRCLE STE 100 | AddressLine1Txt |
| City | RIDGELAND | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39157 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $35,278 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 751 RILEY FINANCIAL | $6,759 | 2021-12-28 |
| 1 | 1000 VIACOM | $28,519 | 2021-03-15 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $980 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3000 LUMEN TECHNOLOGIES | $32,302 | $37,650 |
| ALERIAN MPS | $24,582 | $32,740 |
| AMERICAN GLOBAL | $32,925 | $38,655 |
| LIONS GATE ENTERTAINMENT | $23,080 | $26,163 |
| CLEARBRIDGE SELECT | $42,446 | $74,723 |
| PROGRESSIVE CORP | $26,100 | $30,795 |
| KOPERNIK GLOBAL | $65,127 | $60,720 |
| RILEY FINANCIAL | ||
| SECTOR ENERGY | $40,207 | $55,500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $710 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PF TAX | CategoryTxt |
| Amt | $2,325 | Amt |
Comments