MISSISSIPPI POWER FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MISSISSIPPI POWER FOUNDATION INC (EIN 72-1370746)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-10-10
IRS object ID
202242839349101514
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)
Return2022-10-10T17:35:08-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN201941244PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HORNE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1661 SUNNYBROOK ROAD STE 100AddressLine1Txt
CityRIDGELANDCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39157ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN721370746EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MISSISSIPPI POWER FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMISSBusinessNameControlTxt
Phone2288641211PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4079AddressLine1Txt
CityGULFPORTCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39502ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMR STEVEN DICKPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone2288655360PhoneNum
Signature2022-10-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMRPersonFirstNm
Person LastSTEVEN DICKPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAMIE T WHITTINGTON CPAPreparerPersonNm
PTINP01082167PTIN
Phone6013261000PhoneNum
Preparation2022-10-05PreparationDt

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$44,074,843FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$7,710,011ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$2,212,921DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,212,921DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,616,690NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$16,223,195GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,616,690CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$177OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$177OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$12,539,799TotalRevAndExpnssAmt
Total Net Invst Incm$4,829,788TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$202,670CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$40,534CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$162,136CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$2,932OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$2,932OthEmplSlrsWgsDsbrsChrtblAmt
Accounting Fees Rev And Expnss$21,767AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$10,884AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$10,884AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$31,950TaxesRevAndExpnssAmt
Taxes Net Invst Incm$14,960TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$181,999OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$156,999OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$25,000OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$441,318TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$223,377TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$200,952TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,364,837ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,364,837ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,806,155TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$223,377TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,565,789TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$10,733,644ExcessRevenueOverExpensesAmt
Net Investment Income$4,606,411NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$52,117CashBOYAmt
Cash EOY$249,379CashEOYAmt
Cash EOYFMV$249,379CashEOYFMVAmt
Sav And Temp Cash Invst BOY$327,103SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,673,845SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,673,845SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$4,748,777USGovernmentObligationsBOYAmt
US Government Obligations EOY$4,505,220USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$4,505,220USGovtObligationsEOYFMVAmt
Corporate Stock BOY$22,812,964CorporateStockBOYAmt
Corporate Stock EOY$30,641,453CorporateStockEOYAmt
Corporate Stock EOYFMV$30,641,453CorporateStockEOYFMVAmt
Corporate Bonds BOY$3,483,295CorporateBondsBOYAmt
Corporate Bonds EOY$3,645,464CorporateBondsEOYAmt
Corporate Bonds EOYFMV$3,645,464CorporateBondsEOYFMVAmt
Mortgage Loans BOY$1,936,581MortgageLoansBOYAmt
Mortgage Loans EOY$2,839,231MortgageLoansEOYAmt
Mortgage Loans EOYFMV$2,839,231MortgageLoansEOYFMVAmt
Other Investments BOY$245,706OtherInvestmentsBOYAmt
Other Investments EOY$450,097OtherInvestmentsEOYAmt
Other Investments EOYFMV$450,097OtherInvestmentsEOYFMVAmt
Other Assets BOY$61,002OtherAssetsBOYAmt
Other Assets EOY$70,154OtherAssetsEOYAmt
Other Assets EOYFMV$70,154OtherAssetsEOYFMVAmt
Total Assets BOY$33,667,545TotalAssetsBOYAmt
Total Assets EOY$44,074,843TotalAssetsEOYAmt
Total Assets EOYFMV$44,074,843TotalAssetsEOYFMVAmt
Accounts Payable BOY$20,962AccountsPayableBOYAmt
Accounts Payable EOY$23,157AccountsPayableEOYAmt
Other Liabilities BOY$1,699OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$22,661TotalLiabilitiesBOYAmt
Total Liabilities EOY$23,157TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$33,644,884NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$44,051,686NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$33,644,884TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$44,051,686TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$33,667,545TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$44,074,843TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$33,644,884TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$10,733,644ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$44,378,528SubtotalAmt
Other Decreases$326,842OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$44,051,686TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyHANCOCK BANK TRUST & ASSET MANAGEMENT ACCTPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2021-01-01AcquiredDt
Sold2021-12-13SoldDt
Gross Sales Price$16,223,195GrossSalesPriceAmt
Cost Or Other Basis$13,606,505CostOrOtherBasisAmt
Gain Or Loss$2,616,690GainOrLossAmt
Gains Minus Excess Or Losses$2,616,690GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$2,616,690CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$64,029InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$64,029SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$64,029TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$31,263EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$4,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$35,263TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$28,766TaxDueAmt

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 BooksMR STEVEN DICKIndividualWithBooksNm
Phone2288655360PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12992 WEST BEACH BOULEVARDAddressLine1Txt
CityGULFPORTCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39501ZIPCd
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
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
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 (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
TOMMY MURPHY
PO BOX 4079GULFPORTMS395024079BOARD MEMBER0.00$0$0$0
MOSES FEAGIN
PO BOX 4079GULFPORTMS395024079TREASURER0.00$0$0$0
BILLY THORNTON
PO BOX 4079GULFPORTMS395024079PRESIDENT0.00$0$0$0
JEFF STONE
PO BOX 4079GULFPORTMS395024079SECRETARY0.00$0$0$0
FE STRICKLAND
PO BOX 4079GULFPORTMS395024079MEMBER - NON VOTING0.00$0$0$0
JANICE DIXON
PO BOX 4079GULFPORTMS395024079MEMBER - NON VOTING; PART YEAR25.00$83,250$0$0
STEPHEN STIGLETS
PO BOX 4079GULFPORTMS395024079MEMBER - NON VOTING0.00$0$0$0
MR STEVEN DICK
PO BOX 4079GULFPORTMS395024079EXECUTIVE DIRECTOR; PART YEAR15.00$40,022$0$0
MATT GRICE
PO BOX 4079GULFPORTMS395024079MEMBER - NON VOTING0.00$0$0$0
JENNIFER WALKER
PO BOX 4079GULFPORTMS395024079MEMBER - NON VOTING; PART YEAR25.00$22,101$0$0
MR L PAUL BRADFORD
PO BOX 4079GULFPORTMS395024079EXECUTIVE DIRECTOR; PART YEAR15.00$57,297$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)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$40,371,138AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$324,484AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$40,695,622TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$40,695,622AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$610,434CashDeemedCharitableAmt
Net Vl Noncharitable Assets$40,085,188NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,004,259MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,004,259MinimumInvestmentReturnAmt
Tax Based On Investment Income$64,029TaxBasedOnInvestmentIncomeAmt
Total Tax$64,029TotalTaxAmt
Distributable Before Adj$1,940,230DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,940,230DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,940,230DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,565,789ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,565,789QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,940,230DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$254,069ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$254,069TotalExcessDistributionCyovAmt
Qualifying Distributions$1,565,789QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,565,789AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$254,069ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$254,069ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$120,372UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJANICE L DIXONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12992 WEST BEACH BOULEVARDAddressLine1Txt
CityGULFPORTCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39502ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2288655232RecipientPhoneNum
Form And Info And MaterialsSAME FORM AS USED AND SUBMITTED WITH PRIOR YEAR'S FORM 990-PF.FormAndInfoAndMaterialsTxt
Submission DeadlinesNO SUBMISSION DEADLINES.SubmissionDeadlinesTxt
Restrictions On AwardsAWARDS CANNOT BE GRANTED TO AN ORGANIZATION THAT IS NOT EITHER A TAX-EXEMPT ENTITY UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) OR A GOVERNMENT ENTITY. THE FUNDS CANNOT BE USED TO CARRY ON PROPAGANDA OR OTHERWISE ATTEMPT TO INFLUENCE LEGISLATION, TO INFLUENCE THE OUTCOME OF ANY SPECIFIC PUBLIC ELECTION OR TO CONDUCT, EITHER DIRECTLY OR INDIRECTLY, ANY VOTER REGISTRATION DRIVE, TO FUND A GRANT TO AN INDIVIDUAL, TO PURCHASE ELECTRIC APPLIANCES, INSTALL ATHLETIC FIELD LIGHTING, OR TO FUND ANY OTHER SIMILAR ACTIVITY WHICH WOULD PRODUCE A TANGIBLE ECONOMIC BENEFIT TO MISSISSIPPI POWER COMPANY, NOR CAN THE MISSISSIPPI POWER COMPANY OR MISSISSIPP POWER FOUNDATION RECEIVE TICKETS, A TABLE AT A BANQUET, OR ANY OTHER ITEM OF VALUE AS A RESULT OF THE CONTRIBUTION.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (78 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
2ND CHANCE MS INC
1739-B UNIVERSITY AVENUE 126MADISONMS38655PCDONATION TO FURTHER THE ADULT LEARNERS LEGACY$1,000
AMERICAN ASSOCIATION OF BLACKS IN ENERGY
PO BOX 851675MOBILEAL36685PCSUPPORT THE WORK TO ENSURE MINORITIES HAVE KNOWLEDGE & UNDERSTANDING OF ENERGY ISSUES$15,000
AMERICAN HEART ASSOCIATION
PO BOX 8272GULFPORTMS39507PCDONATION TO FOREST/LAMAR/JONES CTY HEART WALKS$10,500
AMERICAN LEGISLATIVE EXCHANCE COUNCIL
444 PEMBROOKE DRIVEMADISONMS39110PCEDUCATE MS LEGISLATORS IN ENERGY AND ELECTRICITY BEING ESSENTIAL IN VIRTUALLY EVERY ASPECT OF DAILY LIVES$5,000
ARTS HANCOCK COUNTY MISSISSIPPI
405 BLAIZE AVENUEBAY ST LOUISMS39520PCSUPPORT LOCAL ART PROJECTS IN HANCOCK COUNTY$1,000
AUBURN UNIVERSITY FOUNDATION
317 S COLLEGE STREETAUBURNAL36849PCMATCHING EDUCATION GIFT PROGRAM$250
BACOTMCCARTY FOUNDATION
PO BOX 1442PASCAGOULAMS39568PCDONATION TO SUPPORT CHARITY IN ADDRESSING NEEDS FOCUSING ON YOUTH, EDUCATION, ARTS AND OTHER WORTHY CAUSES$10,000
BOYS & GIRLS CLUBS OF THE GULF COAST
P O BOX 2804GULFPORTMS39505PCCOMMUNITY INVESTMENT GRANT TO ASSIST WITH TECHNOLOGY/MUSIC STUDIO EQUIPMENT FOR PASS CHRISTIAN B&G CLUB$50,000
CASA OF HANCOCK COUNTY
644 DUNBAR AVENUEBAY ST LOUISMS39520PCDONATION TO SUPPORT AND PROVIDE FOR NEEDS OF ABUSED AND NEGLECTED CHILDREN$10,000
CATHOLIC SOCIAL & COMMUNITY SERVICES
1790 POPPS FERRY ROADBILOXIMS39532PCCOVID-10 RELIEF EFFORT-DOLLARS TO ASSIST WITH UNDERPRIVILEGED IN PAYING BILLS.$100,000
COLUMBIA-MARION COUNTY DEVELOPMENT FOUNDATION
412 COURTHOUSE SQUARECOLUMBIAMS39428PCSUPPORT ACT WORK READY PROGRAM AND DOWNTOWN COLUMBIA STREETSCAPE PROJECT$55,000
COMMUNITY DEVELOPMENT FOUNDATION OF JONES COUNTY
153 BASE DRIVE 1LAURELMS39440PCMINORITY SMALL BUSINESS GRANTS/CITY OF ELLISVILLE PARK PAVILLON RENOVATION/TOWN OF HEILDELBERG REVITALIZATION/WAYNE COUNTY CHAMBER FOR RHINEHART SQUARE PHASE 3 REVITALIZATION$90,000
COMMUNITY FOUNDATION OF EAST MISSISSIPPI
4817 N PARK DRIVEMERIDIANMS39305PCTOWN OF HICKORTY CITY PARK IMPROVEMENTS$10,000
EAST CENTRAL COMMUNITY COLLEGE FOUNDATION
275 W BROAD STREERDECATURMS39327PCHERITAGE SCHOLARSHIP FOR UNDERPRIVILEGED STUDENTS$7,000
EAST MISSISSIPPI FOOTHILLS LAND TRUST INC
PO BOX 1608MERIDIANMS39301PCSUPPORT THE WORK TO CONSERVE, PROMOTE AND PROTECT OPEN SPACES AND GREEN SPACES OF ECOLOGICAL, CULTURAL, OR SCENIC SIGNIFICANCE IN THE MOUNTIES OF EAST MISSISSIPPI$5,000
EDUCATE SOCIAL & PUBLIC POLICY INC
PO BOX 358COMOMS38619PCSUPPORT OF EDUCATION AND DEVELOPMENT OF DISADVANTAGED CHILDREN$2,500
FRIENDS OF MLK PARK BAY ST LOUIS MS
146 ELAINE DRIVEBAY ST LOUISMS39520PCMLK PARK RENOVATION IN BAY ST. LOUIS$40,000
GEORGE REGIONAL HEALTH SYSTEM FOUNDATION
859 WINTER STREETLUCEDALEMS39452PCBREAST CANCER AWARENESS PROGRAM FOR AFRICAN AMERICAN WOMEN$10,000
GULF COAST COMMUNITY FOUNDATION
PO BOX 6883GULFPORTMS39502PCCOVID-10 VACCINE CAMPAIGN/PATHWAYS TO POSSIBILITIES (P2P)$20,000
GULF COAST LAW ENFORCEMENT OFFICERS FOUNDATION
11290 LAMEY BRIDGE ROADDIBERVILLEMS39540PCSUPPORT THE CRIMINAL AND LEGAL ASSISTANCE ORGANIZATION FOR THE INCARCERATED.$1,050
GULF COAST SYMPHONY ORCHESTRA INC
11975 SEAWAY RD B233GULFPORTMS39503PCSUPPORT THE ARTS/CULTURAL AND ECONOMIC GROWTH OF THE GULF COAST$5,000
GULFPORT MAIN STREET ASSOCIATION
2309 15TH STREETGULFPORTMS39501PCCOMMUNITY INVESTMENT GRANT FOR HISTORICAL GULFPORT AFRICAN AMERICAN BUSINESS DISTRICT FAADE$30,000
HABITAT FOR HUMANITY OF THE MS GULF COAST
2214 34TH STREETGULFPORTMS39501PCDONATION TO WOMEN REBUILD CAMPAIGN$2,500
HANCOCK COMMUNITY DEVELOPMENT FOUNDATION
100 S BEACH BLVDBAY ST LOUISMS39520PCDONATION FOR TEACHERS MAKE A DIFFERENCE PROGRAM$1,000
HANCOCK CTY COMMUNITY DEVELOPMENT FOUNDATION
100 SOUTH BEACH BOULEVARDBAY ST LOUISMS39520PCHANCOCK CTY CHAMBER OF COMMERCE RENT ASSISTANCE PROGRAMS/MINORITY BUSINESS GRANTS$35,000
HANCOCK RESOURCE CENTER
454 US-90 SUITE BWAVELANDMS39576PCHANCOCK COUNTY YOUTH LEADERSHIP ACADEMY SESSION$500
HOME OF GRACE
P O BOX 5009VANCLEAVEMS39565PCDONATION TO ASSIST FAITH BASED ORGANIZATION HELPING THOSE STRUGGLING WITH DRUG AND ALCOHOL ADDITION.$10,000
HOPE VILLAGE FOR CHILDREN
2433 23RD AVENUEMERIDIANMS39301PCDONATION TO THE RUN FOR HOPE FUNDRAISER WHICH AIDS THOSE CHILDREN REMOVED FROM PRIMARY CAREGIVERS CUSTODY DUE TO ABUSE, NEGLECT OR ABANDONMENT.$1,500
JACKSON COUNTY CIVIC ACTION COMMITTEE
5343 JEFFERSON AVENUE 2MOSS POINTMS39563PCAT RISK TEENAGERS PARTNERING WITH MOSS POINT LAW ENFORCEMENT TO PLAY OUTDOOR ACTIVITIES-MENTORING$5,500
JACKSON COUNTY SCHOOL DISTRICT
4700 COL VICKREY RDVANCLEAVEMS39565GOVSUPPORT SCHOOL DISTRICT FABRICATION LABORATORIES FOR HIGH SCHOOL STUDENTS.$10,000
JONES COUNTY JUNIOR COLLEGE FOUNDATION
900 SOUTH COURT STREETELLISVILLEMS39437PCHERITAGE SCHOLARSHIP FOR UNDERPRIVILEGED STUDENTS$5,000
JSU DEVELOPMENT FUNDATION INC
P O BOX 17144JACKSONMS39217PCHERITAGE SCHOLARSHIPS FOR ELECTRICAL ENGINEERING STUDENTS$25,000
LAND TRUST FOR THE MISSISSIPPI COASTAL PLAINS
PO BOX 245BILOXIMS39533PCSUPPORT RESOURCES TO CONSERVE AND RESTORE LANDS IN COASTAL COMMUNITIES$12,500
LYNN MEADOWS DISCOVERY CENTER
246 DOLAN AVENUEGULFPORTMS39507PCDONATION FOR THE SAFETY CITY PROGRAM AND SUPPORTING EDUCATIONAL ACTIVITES FOR PRE-K TO SCHOOL AGE CHLLDREN$105,000
MAIN STREET PASCAGOULA
618 DELMAS AVENUEPASCAGOULAMS39567PCCOMMUNITY INVESTMENT GRANT FOR DOWNTOWN PASCAGOULA REVITALIZATION PHASE 3$30,000
MERIDIAN COMMUNITY COLLEGE FOUNDATION
910 MISSISSIPPI 19MERIDIANMS39307PCFUNDING FOR LINEMAN TRAINING PROGRAM/HERITAGE SCHOLARSHIPS FOR UNDERPRIVILEGED STUDENTS$22,000
MERIDIAN SYMPHONY ASSOCIATION INC
PO BOX 2171MERIDIANMS39302PCSUPPORT THE ARTS/CULTURAL AND ECONOMIC GROWTH IN DOWNTOWN MERIDIAN$1,000
MISSISSIPPI ASSOCIATION OF COACHES
P O BOX 1194CLINTONMS39060PCDONATION FOR BERNARD BLACKWELL NORTH/SOUTH ALL STAR GAME$2,500
MISSISSIPPI CHILDRENS HOME SOCIETY
P O BOX 1078JACKSONMS39215PCSUPPORT FOR CHILDREN/YOUTH STRUGGLING WITH MENTAL/BEHAVIORAL HEALTH CHALLENGES$2,500
MISSISSIPPI POWER COMMUNITY CONNECTION
PO BOX 4079GULFPORTMS39502PCFUNDING SERVICE ORGANIZATION WHO DONATES THEIR TIME, TALENTS AND DONATIONS TO COMMUNITY PROJECTS AND ORGANIZATIONS$30,000
MISSISSIPPI STATE UNIVERSITY FOUNDATION
P O BOX 6149MISSISSIPPI STATEMS397626149PCMATCHING EDUCATION GIFT PROGRAM/SOUTHERN COMPANY JOINT SCHOLARSHIP PROGRAM$44,000
MISSISSIPPI UNIVERSITY FOR WOMEN FOUNDATION
1100 COLLEGE STREET MUW-1618COLUMBUSMS39701PCMATCHING EDUCATION GIFT PROGRAM$2,000
MISSISSIPPI WILDLIFE FEDERATION
517 COBBLESTONE CTMADISONMS39110PCDONATION TO HELP CONSEVE MISSISSIPPI'S NATURAL REOURCES AND PROTECT WILDLIFE LEGACY$7,500
MLK COMMUNITY DEVELOPMENT CORPORATION
1501 MARKET STREETHATTIESBURGPA39401PCDONATION FOR MLK CELEBRATION IN THE CITY OF LAUREL$1,000
MONTGOMERY INSTITUTE
P O BOX 1889MERIDIANMS39302PCSUPPORT UNDERSERVED & UNDERPRIVILEGED IN HEALTHCARE ACCESS AND QUALITY SUPPORT$15,000
MOORE COMMUNITY HOUSE
684 WALKER STREETBILOXIMS39530PCCOMMUNITY INVESTMENT GRANT - WOMEN IN CONSTRUCTION - ELECTRICAL PROGRAM SUPPORT$5,000
MOUNT OLIVE BAPTIST CHURCH OF HATTIESBUR
1313 COUNTRY CLUB ROADHATTIESBURGMS39401PCSCHOLARSHIP OPPORTUNITIES FOR ADULT UNDERPRIVILEGED STUDENTS$1,500
MS ARTS AND ENTERTAINMENT CENTER
2155 FRONT STREETMERIDIANMS39301PCMAX FORWARD CAMPAIGN - INTERACTIVE MUSEUM AND EVENT CENTER FOR CHILDREN AND YOUTH$25,000
MS COASTAL PLAINS RESOURCE CONSERVATION
P O BOX 506PERKINSTONMS39573PCCOMMUNITY INVESTMENT GRANT FOR STONE COUNTY OUTREACH EFFORTS OF UNDERPRIVILEGED INDIVIDUALS$10,000
MS GULF COAST COMM COLLEGE FOUNDATION
51 MAIN STREETPERKINSTONMS39573PCMATCHING EDUCATION GIFT PROGRAM/HERITAGE SCHOLARSHIPS$15,500
MISSISSIPPI STATE UNIVERSITY FOUNDATION
P O BOX 6149MISSISSIPPI STATEMS397626149PCMATCHING EDUCATION GIFT PROGRAM$17,500
NATIONAL AUDUBON SOCIETY INC
225 VARICK STREETNEW YORKNY10014PCPASCAGOULA RIVER AUDUBON CENTER FUNDING$30,000
NATIONAL MULTIPLE SCLEROSIS SOCIETY
2200 WOODCREST PLACE SUITE 230BIRMINGHAMAL35209PCDONATION TO FIGHT AND END MULTIPLE SCLEROSIS DISEASE$5,000
OUR LADY ACADEMY
222 S BEACH BLVDBAY ST LOUISMS39520PCDONATION TO SUPPORT THE FIRST ROBOTICS TEAM$3,000
PEARL RIVER COMM COLL DEVELOPMENT FDN
101 HIGHWAY 11 NORTH BOX 5389POPLARVILLEMS39470PCPOPLARVILLE EXCEL BY 5 PROGRAM/HERITAGE SCHOLARSHPS$9,200
PETAL PUBLIC IMPROVEMENT CORPORATION
119 WEST 8TH AVENUEPETALMS39465PCCOMMUNITY INVESTMENT GRANTS FOR PETAL MINORITY BUSINESS OWNERS$20,000
PETAL SCHOOL DISTRCT EDUCATION FOUNDATION TRUST INC
1145 MS 42PETALMS39465PCSUPPORT PETAL ROBOTICS TEAM$3,000
PICAYUNE MAIN STREET
200 US-11PICAYUNEMS39466PCCOMMUNITY INVESTMENT GRANT FOR PICAYUNE CITY ENTRANCE GATEWAY/ALLEYWAY TRANSFORMATION AND PICAYUNE COMMUNITY CENTER APPLIANCES REPLACEMENT$35,000
REV CHARLIE J MILLER FOUNDATION
2001 29TH AVENUEMERIDIANMS39301PCSUPPORT RECONCILIATION WEEK IN MERIDIAN$1,500
ROBOTICS ALLIANCE OF MISSISSIPPI
204 ALLYSON COVEBRANDONMS39047PCSUPPORT FIRST LEGO LEAGUE STATE COMPETITION$5,000
S REGIONAL EDUCATIONAL SERVICE AGENCY
P O BOX 18859HATTIESBURGMS39404PCMAKING CONNECTIONS CONFERENCE FOR STATE EDUCATORS$30,000
SCOTT COUNTY
P O BOX 119NEWTONMS39345GOVDONATION FOR ACT WORK READY PROGRAM$5,000
SE LAW ENFORCEMENT EXPLORER ACADEMY
170 PORTER AVENUEBILOXIMS39530PCDONATION FOR THE POLICE EXPLORERS ACADEMY CAMP$5,000
ST PATRICK CATHOLIC HIGH SCHOOL
18300 ST PATRICK RDBILOXIMS39532PCSUPPORT ROTOTICS TEAM$3,000
STATE GAMES OF MISSISSIPPI
PO BOX 5866MERIDIANMS39302PCSUPPORT THE PROMOTION OF AMATEUR ATHLETICS AND HEALTHY LIFESTYLES FOR MISSISSIPPIANS OF ALL AGES AND ABILITIES.$5,000
SUMRALL MAIN STREET ASSOCIATION
9 CITY HALL AVENUESUMRALLMS39482PCCOMMUNITY INVESTMENT GRANT FOR MAIN STREET SUMRALL REVITALIZATION$50,000
TEAM FUSION ROBOTICS BOOSTER CLUB
2174 COLLINS BLVDGULFPORTMS39507PCSUPPORT ROBOTICS TEAM AT GULFPORT HIGH SCHOOL$3,000
TEAM FUSION ROBOTICS BOOSTER CLUB
2174 COLLINS BLVDGULFPORTMS39507PCSUPPORT ROBOTICS TEAM AT GULFPORT HIGH SCHOOL$10,000
THE GREATER PINEBELT COMMUNITY FOUNDATION
1501 ADELINE STREET SUITE 1HATTIESBURGMS39401PCPINEY WOODS CONSERVATION DONATION/HATTIESBURG ZOO ELECTRIC TRAIN DONATION$55,000
THE NATURE CONSERVANCY
PO BOX 2444MADISONMS39130PCDONATION FOR SUPPORT OF THE MS. CHAPTER OF NATURE CONSERVANCY WORK$15,000
THE SALVATION ARMY
1450 RIVERSIDE DRIVEJACKSONMS39202PCSUPPORT THE KROC CENTER IN RPVODING PRAYER, COUNSELING, ACCESS TO HEALTH & WELLNESS SERVICES$30,000
UNITED WAY FOR JACKSON & GEORGE COUNTIES
3510 MAGNOLIA STREETPASCAGOULAMS39567PCMATCHING PAYMENT PROGRAM/ACT WORK PGM FOR MOSS POINT & OCEAN SPRINGS HIGH SCHOOL STUDENTS/MINORITY BUSINESS OWNER GRANTS$69,691
UNITED WAY OF EAST MISSISSIPPI
1205 22ND AVENUEMERIDIANMS39301PCMATCHING PAYMENT PROGRAM$5,318
UNITED WAY OF SOUTH MISSISSIPPI
11975 SEAWAY ROAD SUITE B-170GULFPORTMS39503PCMATCHING PAYMENT PROGRAM$30,715
UNITED WAY OF THE PINE BELT REGION
PO BOX 2026LAURELMS39442PCMATCHING PAYMENT PROGRAM$1,938
UNIVERSITY OF SOUTHERN MISS FOUNDATION
SS BOX 5043HATTIESBURGMS39406PCMATCHING EDUCATION GIFT PROGRAM$4,425
WREATHS FOR BNC
P O BOX 561BILOXIMS39533PCWREATHS FOR NATIONAL CEMETERY IN BILOXI$5,000
XIZETA LAMBDA CHAPTER OF ALPHA PHI ALPHA FRATERNITY INC
P O BOX 283PASCAGOULAMS39568PCDONATION FOR ANNUAL SCHOLARSHIP FUNDRAISER$1,250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,364,837TotalGrantOrContriPdDurYrAmt
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$2,212,921ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$177ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,616,690ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$4,829,788ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,829,788TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4THE EARNINGS FROM INVESTING HELP FUND GIFTS TO VARIOUS NONPROFITS.
8THE EARNINGS FROM INVESTING HELP FUND GIFTS TO VARIOUS NONPROFITS.

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 Line1MISSISSIPPI POWER COMPANYBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4079AddressLine1Txt
CityGULFPORTCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39502ZIPCd
FieldValueIRS element (for citing)
Total Contributions$7,710,011TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$21,767Amt
Net Investment Income$10,884NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$10,884DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE DEBT SECURITIESBondNm
EOY Book Value$3,645,464EOYBookValueAmt
EOYFMV$3,645,464EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITY SECURITIESStockNm
EOY Book Value$30,641,453EOYBookValueAmt
EOYFMV$30,641,453EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$4,505,220USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$4,505,220USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemREAL ESTATE INVESTMENT TRUSTCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$450,097BookValueAmt
EOYFMV$450,097EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INVESTMENT INCOME REC-H B$61,002$66,759$66,759
PREPAID FEDERAL EXCISE TAX$3,395$3,395

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSSDesc
Amt$326,842Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$141,323$141,323$0$0
OFFICE SUPPLIES$495$495$0$0
CONSULTING$25,000$0$0$25,000
SOFTWARE MAINTENANCE$15,181$15,181$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
OTHER INCOME$135$135
LITIGATION PROCEEDS$42$42

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescEXCISE TAX PAYABLEDesc
BOY Book Value$1,699BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX$16,990$0$0$0
FOREIGN TAX$14,960$14,960$0$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.