CHISHOLM FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
CHISHOLM FOUNDATION (EIN 64-6014272)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-13
IRS object ID
202011349349101046
Schema version
2019v5.1
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)
Return2020-05-13T15:52:37-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL STALLONE CPAPreparerPersonNm
PTINP00104108PTIN
Phone2127519100PhoneNum
Preparation2020-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$59,429,585FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,171,200ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$25InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$25InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$366,781DividendsRevAndExpnssAmt
Dividends Net Invst Incm$366,781DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,810,284NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$12,153,736GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,810,272CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$7,013OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$5,355,303TotalRevAndExpnssAmt
Total Net Invst Incm$4,177,078TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$5,459AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$5,459AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$644,267OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$322,133OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$322,134OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$85,371TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$145,983OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$8,765OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$137,218OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$881,080TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$330,898TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$464,811TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,350,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,350,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,231,680TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$330,898TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$3,815,411TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,123,623ExcessRevenueOverExpensesAmt
Net Investment Income$3,846,180NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$13,733CashBOYAmt
Cash EOY$10,535CashEOYAmt
Cash EOYFMV$10,535CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,310,071SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,015,552SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,015,552SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$28,920,080CorporateStockBOYAmt
Corporate Stock EOY$30,341,410CorporateStockEOYAmt
Corporate Stock EOYFMV$58,403,498CorporateStockEOYFMVAmt
Total Assets BOY$30,243,884TotalAssetsBOYAmt
Total Assets EOY$31,367,497TotalAssetsEOYAmt
Total Assets EOYFMV$59,429,585TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$30,243,884CapitalStockBOYAmt
Capital Stock EOY$31,367,507CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$30,243,884TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$31,367,507TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$30,243,884TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$31,367,507TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$30,243,884TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,123,623ExcessRevenueOverExpensesAmt
Subtotal$31,367,507SubtotalAmt
Tot Net Ast Or Fund Balances EOY$31,367,507TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
MS ACCT #8744 - S/T COVERED2019-12-31$492,822$407,181$86,660$85,641
MS ACCT #8744 - L/T COVERED2019-12-31$10,240,761$7,895,301$2,466,845$2,345,460P
3,724 SHS AMERICAN TOWER REIT COM2019-12-31$722,332$105,336$616,996$616,996P
4,154 SHS VISA INC CL A2019-12-31$697,821$58,050$639,771$639,771
FieldValueIRS element (for citing)
Capital Gain Net Income$3,810,272CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$3,758,746AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$51,744,293NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.072641DistributionYr1Rt
Adjusted Qlfy Distri Yr2$3,058,151AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$44,130,520NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.069298DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,621,758AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$36,002,473NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.072822DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,965,043AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$36,475,181NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.081289DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,896,640AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$34,037,861NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.085101DistributionYr5Rt
Total Distribution0.381151TotalDistributionRt
Average Distribution0.07623AverageDistributionRt
Net Vl Noncharitable Assets$54,281,674NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$4,137,892AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$38,462NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$4,176,354AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$3,815,411QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$76,924InvestmentIncomeExciseTaxAmt
Subtotal$76,924SubtotalAmt
Tax Based On Investment Income$76,924TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$80,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$80,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$3,076OverpaymentAmt
Applied To ES Tax$3,076AppliedToESTaxAmt

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$644,267CompensationAmt

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$53,519,986AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,588,312AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$55,108,298TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$55,108,298AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$826,624CashDeemedCharitableAmt
Net Vl Noncharitable Assets$54,281,674NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,714,084MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,714,084MinimumInvestmentReturnAmt
Tax Based On Investment Income$76,924TaxBasedOnInvestmentIncomeAmt
Total Tax$76,924TotalTaxAmt
Distributable Before Adj$2,637,160DistributableBeforeAdjAmt
Distributable Before Ded$2,637,160DistributableBeforeDedAmt
Distributable As Adjusted$2,637,160DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,815,411ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$3,815,411QualifyingDistributionsAmt
Adjusted Qualifying Distri$3,815,411AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,637,160DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$252,246ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$193,118ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1$147,287ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$592,651TotalExcessDistributionCyovAmt
Qualifying Distributions$3,815,411QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Treated As Distri From Corpus$1,171,200TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,637,160AppliedToCurrentYearAmt
Remaining Distri From Corpus$7,051RemainingDistriFromCorpusAmt
Total Corpus$1,770,902TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$1,171,200CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov To Next Yr$599,702ExcessDistriCyovToNextYrAmt
Excess From Year4$193,118ExcessFromYear4Amt
Excess From Year1$147,287ExcessFromYear1Amt
Excess From Current Year$259,297ExcessFromCurrentYearAmt
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$3,350,600Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,350,600TotalGrantOrContriPdDurYrAmt

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$25ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$366,781ExclusionAmt
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$3,810,284ExclusionAmt

Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp

FieldValueIRS element (for citing)
Exclusion$7,013ExclusionAmt
FieldValueIRS element (for citing)
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$4,184,103ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,184,103TotalIncomeProducingActyAmt

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$1,171,200TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEECategoryTxt
Amt$5,459Amt
Disbursements Charitable Prps$5,459DisbursementsCharitablePrpsAmt

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$30,341,410EOYBookValueAmt
EOYFMV$58,403,498EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
NYS FILING FEE$750$750
ASSOCIATION DUES$2,630$2,630
TELEPHONE$1,384$1,384
POSTAGE$459$459
OFFICE SUPPLIES$387$387
SECRETARIAL EXPENSE$52,603$52,603
BANK CHARGES$121$121
STORY PRIZE EXPENSES$87,649$78,884$8,765

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescGROSS INCOME FROM SPECIAL EVENTSDesc
Revenue And Expenses Per Books$7,013RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EDGEWOOD: INVESTMENT MGMT FEE$322,133$322,133
EDGEWOOD: CHARITABLE MGMT FEE$322,134$322,134

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$5,371

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