CHISHOLM FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
CHISHOLM FOUNDATION (EIN 64-6014272)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-06-02
IRS object ID
202111539349100221
Schema version
2020v4.1
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)
Return2021-06-02T13:49:45-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WITHUMSMITHBROWN PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11411 BROADWAY 9TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN646014272EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CHISHOLM FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% THE FOUNDATIONInCareOfNm
Business Name ControlCHISBusinessNameControlTxt
Phone6014263378PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1544 CENTRAL AVENUEAddressLine1Txt
CityLAURELCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39440ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN LINDSEYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2127519100PhoneNum
Signature2021-05-26SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOHNPersonFirstNm
Person LastLINDSEYPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL STALLONE CPAPreparerPersonNm
PTINP00104108PTIN
Phone2127519100PhoneNum
Preparation2021-05-26PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$81,528,435FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,274,500ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$38InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$38InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$378,267DividendsRevAndExpnssAmt
Dividends Net Invst Incm$378,267DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$9,866,454NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$16,987,784GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$9,866,454CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$5,464OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$11,524,723TotalRevAndExpnssAmt
Total Net Invst Incm$10,244,759TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$6,959AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$6,959AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$593,980OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$296,990OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$296,990OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$80,197TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$143,487OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$8,155OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$135,332OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$824,623TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$305,145TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$439,281TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,937,300ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,937,300ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,761,923TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$305,145TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$4,376,581TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$6,762,800ExcessRevenueOverExpensesAmt
Net Investment Income$9,939,614NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$10,535CashBOYAmt
Cash EOY$9,568CashEOYAmt
Cash EOYFMV$9,568CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,015,552SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,320,776SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,320,776SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$30,341,410CorporateStockBOYAmt
Corporate Stock EOY$36,937,260CorporateStockEOYAmt
Corporate Stock EOYFMV$80,198,091CorporateStockEOYFMVAmt
Total Assets BOY$31,367,497TotalAssetsBOYAmt
Total Assets EOY$38,267,604TotalAssetsEOYAmt
Total Assets EOYFMV$81,528,435TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$31,367,497CapitalStockBOYAmt
Capital Stock EOY$38,267,604CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$31,367,497TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$38,267,604TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$31,367,497TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$38,267,604TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$31,367,497TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$6,762,800ExcessRevenueOverExpensesAmt
Other Increases$137,307OtherIncreasesAmt
Subtotal$38,267,604SubtotalAmt
Tot Net Ast Or Fund Balances EOY$38,267,604TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MS ACCT #8744 - ST COVERED2020-12-31$984,204$565,248$423,019$418,956
MS ACCT #8744 - LT COVERED2020-12-31$15,561,136$6,520,974$9,040,162$9,040,162
MS ACCT #8744 - LT NONCOVERED2020-12-31$442,444$39,171$403,273$403,273
FieldValueIRS element (for citing)
Capital Gain Net Income$9,866,454CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$138,161InvestmentIncomeExciseTaxAmt
Subtotal$138,161SubtotalAmt
Tax Based On Investment Income$138,161TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$80,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$100,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$180,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$41,839OverpaymentAmt
Applied To ES Tax$41,839AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addresshttp://chisholmfoundation.orgWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6014263378PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1544 CENTRAL AVENUEAddressLine1Txt
CityLAURELCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39440ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonSEE SCHEDULE ATTACHEDPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1544 CENTRAL AVENUEAddressLine1Txt
CityLAURELCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39440ZIPCd
FieldValueIRS element (for citing)
TitleSEE SCHEDULE ATTACHEDTitleTxt
Average Hrs Per Wk Devoted To Pos0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EDGEWOOD MANAGEMENT LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1350 PARK AVENUE 18TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT ADVISORServiceTypeTxt
Compensation$593,980CompensationAmt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$65,491,843AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,008,096AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$67,499,939TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$67,499,939AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,012,499CashDeemedCharitableAmt
Net Vl Noncharitable Assets$66,487,440NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,324,372MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,324,372MinimumInvestmentReturnAmt
Tax Based On Investment Income$138,161TaxBasedOnInvestmentIncomeAmt
Total Tax$138,161TotalTaxAmt
Distributable Before Adj$3,186,211DistributableBeforeAdjAmt
Distributable Before Ded$3,186,211DistributableBeforeDedAmt
Distributable As Adjusted$3,186,211DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,376,581ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$4,376,581QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$4,376,581AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,186,211DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$193,118ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr2$147,287ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$259,297ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$599,702TotalExcessDistributionCyovAmt
Qualifying Distributions$4,376,581QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$3,186,211AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,190,370RemainingDistriFromCorpusAmt
Total Corpus$1,790,072TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$193,118ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,596,954ExcessDistriCyovToNextYrAmt
Excess From Year2$147,287ExcessFromYear2Amt
Excess From Year1$259,297ExcessFromYear1Amt
Excess From Current Year$1,190,370ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SEE SCHEDULE ATTACHEDBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1554 CENTRAL AVENUEAddressLine1Txt
CityLAURELCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39440ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationshipTxt
Recipient Foundation StatusPUBLICRecipientFoundationStatusTxt
Grant Or Contribution PurposeUNRESTRICTEDGrantOrContributionPurposeTxt
Amt$3,937,300Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,937,300TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$38ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$378,267ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$9,866,454ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
PRIOR YEAR OVERPAYMENT01$3,076
GROSS INCOME FROM SPECIAL EVENTS01$2,388

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$10,250,223ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10,250,223TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

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 PersonMARGARET A CHISHOLM CHARITABLE TRUSContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1544 CENTRAL AVENUEAddressLine1Txt
CityLAURELCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39440ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,274,500TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEECategoryTxt
Amt$6,959Amt
Disbursements Charitable Prps$6,959DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSEE ATTACHEDStockNm
EOY Book Value$36,937,260EOYBookValueAmt
EOYFMV$80,198,091EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
NYS FILING FEE
ASSOCIATION DUES$3,330$3,330
TELEPHONE$1,418$1,418
POSTAGE$571$571
OFFICE SUPPLIES$369$369
SECRETARIAL EXPENSE$56,006$56,006
BANK CHARGES$240$240
STORY PRIZE EXPENSES$81,553$73,398$8,155

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
GROSS INCOME FROM SPECIAL EVENTS$2,388
PRIOR YEAR OVERPAYMENT$3,076

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt$137,307Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EDGEWOOD: INVESTMENT MGMT FEE$296,990$296,990
EDGEWOOD: CHARITABLE MGMT FEE$296,990$296,990

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonMARGARET A CHISHOLM CHARITABLE TRUSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1544 CENTRAL AVENUEAddressLine1Txt
CityLAURELCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39440ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
FEDERAL 2019 TAX PAYMENTS$80,000
FEDERAL TAX 2018 BALANCE DUE$197

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