JOEL AND RACHEL BOMGAR FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JOEL AND RACHEL BOMGAR FOUNDATION (EIN 47-2367603)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202023219349104487
- 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
- Form 990-PF
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T14:01:43-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201941244 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HORNE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 661 SUNNYBROOK ROAD STE 100 | AddressLine1Txt |
| City | RIDGELAND | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39157 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472367603 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOEL AND RACHEL BOMGAR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOEL | BusinessNameControlTxt |
| Phone | 6015734198 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 357 KIOWA DRIVE | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOEL BOMGAR | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 6015734198 | PhoneNum |
| Signature | 2020-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY WILSON SMITH CPA | PreparerPersonNm |
| PTIN | P01612501 | PTIN |
| Phone | 6013261000 | PhoneNum |
| Preparation | 2020-11-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 23.126.208.57 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-11 | IPDt |
| IP Tm | 16:20:25 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F5A93BD5C42AC6C5209EA7E4A5E5DD2DEBBFD90D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,630,307 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $99 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $99 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $34,756 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,756 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $47,217 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $404,308 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $47,217 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $82,072 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $82,072 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,900 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $15,873 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,873 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,673 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,773 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,900 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $428,521 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $428,521 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $448,194 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,773 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $430,421 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$366,122 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $64,299 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,780,230 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,630,307 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,630,307 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $1,780,230 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,630,307 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,630,307 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,780,230 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,630,307 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,780,230 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,630,307 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,780,230 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,630,307 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,780,230 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$366,122 | ExcessRevenueOverExpensesAmt |
| Other Increases | $224,199 | OtherIncreasesAmt |
| Subtotal | $1,638,307 | SubtotalAmt |
| Other Decreases | $8,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,630,307 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (30 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| DFA EMERGING MKTS CORE EQTY PORT BTAX | 2015-01-02 | 2019-04-18 | $10,000 | $8,778 | $1,222 | $1,222 | |
| DFA EMERGING MKTS CORE EQTY PORT BTAX | 2015-01-02 | 2019-03-13 | $10,000 | $9,065 | $935 | $935 | |
| DFA EMERGING MKTS CORE EQTY PORT BTAX | 2015-01-02 | 2019-06-03 | $8,000 | $7,493 | $507 | $507 | |
| DFA EMERGING MKTS CORE EQTY PORT BTAX | 2015-01-02 | 2019-10-04 | $5,000 | $4,766 | $234 | $234 | |
| DFA FIVE YEAR GLOBAL FIXED INCOME VSP | 2016-06-24 | 2019-03-13 | $5,000 | $5,259 | -$259 | -$259 | |
| DFA FIVE YEAR GLOBAL FIXED INCOME VSP | 2016-06-24 | 2019-09-27 | $20,000 | $20,469 | -$469 | -$469 | |
| DFA FIVE YEAR GLOBAL FIXED INCOME VSP | 2016-06-24 | 2019-10-04 | $25,000 | $25,536 | -$536 | -$536 | |
| DFA FIVE YEAR GLOBAL FIXED INCOME VSP | 2019-06-24 | 2019-08-14 | $40,000 | $40,917 | -$917 | -$917 | |
| DFA FIVE YEAR GLOBAL FIXED INCOME VSP | 2016-06-24 | 2019-06-03 | $30,000 | $31,095 | -$1,095 | -$1,095 | |
| DFA INTERNATIONAL CORE EQUITY VSP | 2015-01-02 | 2019-04-22 | $10,000 | $8,781 | $1,219 | $1,219 | |
| DFA INTERNATIONAL CORE EQUITY VSP | 2015-01-02 | 2019-10-04 | $5,000 | $4,654 | $346 | $346 | |
| DFA INTERNATIONAL SMALL CAP VSP | 2015-01-02 | 2019-09-30 | $5,000 | $5,231 | -$231 | -$231 | |
| DFA INTERNATIONAL SMALL CAP VSP | 2015-01-02 | 2019-10-04 | $5,000 | $5,288 | -$288 | -$288 | |
| DFA TAX-MANAGED INTERNATIONAL VALUE BTAX | 2016-12-05 | 2019-04-18 | $10,000 | $8,971 | $1,029 | $1,029 | |
| DFA TAX-MANAGED INTERNATIONAL VALUE BTAX | 2016-12-05 | 2019-04-22 | $10,000 | $8,976 | $1,024 | $1,024 | |
| DFA TAX-MANAGED INTERNATIONAL VALUE BTAX | 2016-12-05 | 2019-03-13 | $5,000 | $4,651 | $349 | $349 | |
| DFA TAX-MANAGED INTERNATIONAL VALUE BTAX | 2016-12-05 | 2019-09-30 | $5,000 | $4,845 | $155 | $155 | |
| DFA US CORE EQUITY 2 VSP | 2015-01-02 | 2019-03-13 | $25,000 | $20,322 | $4,678 | $4,678 | |
| DFA US CORE EQUITY 2 VSP | 2015-01-02 | 2019-09-30 | $20,000 | $15,739 | $4,261 | $4,261 | |
| DFA US CORE EQUITY 2 VSP | 2015-01-02 | 2019-10-04 | $20,000 | $15,962 | $4,038 | $4,038 | |
| DFA US CORE EQUITY 2 VSP | 2015-01-02 | 2019-12-03 | $15,000 | $11,322 | $3,678 | $3,678 | |
| DFA US CORE EQUITY 2 VSP | 2015-01-02 | 2019-06-03 | $15,000 | $12,641 | $2,359 | $2,359 | |
| DFA US CORE EQUITY 2 VSP | 2015-01-02 | 2019-04-18 | $5,000 | $3,946 | $1,054 | $1,054 | |
| DFA US CORE EQUITY 2 VSP | 2015-01-02 | 2019-04-22 | $4,000 | $3,163 | $837 | $837 | |
| DFA US LARGE CAP VALUE 3 VSP | 2015-01-02 | 2019-04-18 | $15,000 | $14,802 | $198 | $198 | |
| DFA US LARGE CAP VALUE 3 VSP | 2015-01-02 | 2019-10-04 | $10,000 | $10,095 | -$95 | -$95 | |
| DFA US TARGETED VALUE VSP | 2015-01-02 | 2019-04-22 | $10,000 | $9,580 | $420 | $420 | |
| DFA US TARGETED VALUE VSP | 2015-01-02 | 2019-12-03 | $15,000 | $14,659 | $341 | $341 | |
| DFA US TARGETED VALUE VSP | 2015-01-02 | 2019-09-30 | $20,000 | $20,085 | -$85 | -$85 | |
| CAPITAL GAINS DIVIDENDS | $22,308 | $22,308 | $22,308 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $47,217 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $163,463 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,089,068 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.078247 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $165,228 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,091,796 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.078989 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $63,973 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,455,557 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043951 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $73,227 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $956,378 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.076567 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $984,995 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.277754 | TotalDistributionRt |
| Average Distribution | 0.055551 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,731,922 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $96,210 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $643 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $96,853 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $430,421 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $643 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $643 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $643 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $923 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $400 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,323 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $680 | OverpaymentAmt |
| Applied To ES Tax | $680 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOEL BOMGAR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6015734198 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 357 KIOWA DRIVE | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| JOEL BOMGAR | ||||||||
| 357 KIOWA DRIVE | MADISON | MS | 39110 | CHAIRMAN AND DIRECTOR | 8.00 | $0 | $0 | $0 |
| RACHEL BOMGAR | ||||||||
| 357 KIOWA DRIVE | MADISON | MS | 39110 | DIRECTOR | 8.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,758,296 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,758,296 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,758,296 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,374 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,731,922 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $86,596 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $86,596 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $643 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $643 | TotalTaxAmt |
| Distributable Before Adj | $85,953 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $85,953 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $85,953 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $430,421 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $430,421 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $643 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $429,778 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $85,953 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $12,201 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $62,064 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $60,484 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $134,749 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $430,421 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $85,953 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $344,468 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $479,217 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $479,217 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,201 | ExcessFromYear4Amt |
| Excess From Year2 | $62,064 | ExcessFromYear2Amt |
| Excess From Year1 | $60,484 | ExcessFromYear1Amt |
| Excess From Current Year | $344,468 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOEL BOMGAR | ContributingManagerNm |
| Contributing Manager | RACHEL BOMGAR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AFRICAN CHRISTIAN TRAINING INSTITUTE | ||||||||
| PO BOX 15621 | PANAMA CITY | FL | 324065621 | N/A | PC | TO FACILITATE THE MISSION OF THE ORGANIZATION TO PARTNER WITH UGANDAN CHURCHES TO IDENTIFY NEEDS IN AFRICA, AND TO NETWORK AMONG AMERICAN CHURCHES IN ATTEMPTING TO HELP UGANDANS MEET THOSE NEEDS. | $2,000 | |
| COMMUNITY FOUNDATION FOR MISSISSIPPI | ||||||||
| 119 SOUTH PRESIDENT STREET 1ST | JACKSON | MS | 39201 | N/A | PC | THE CONTRIBUTION WAS MADE TO ASSIST THE ORGANIZATION IN SUPPORTING THE MISSISSIPPI BOOK FESTIVAL. THE ORGANIZATION HELPED THE FESTIVAL DEFRAY THE EXPENSES ASSOCIATED WITH TRANSPORTING AUTHORS TO THE FESTIVAL AND RENTING FACILITIES FOR FESTIVAL EVENTS. | $7,500 | FLOOR |
| EMPOWER MISSISSIPPI FOUNDATION | ||||||||
| 1000 NORTHPARK DRIVE | RIDGELAND | MS | 39157 | PC | THE CONTRIBUTION WAS MADE TO ASSIST THE ORGANIZATION IN EDUCATING CITIZENS AND REMOVING BARRIERS TO OPPORTUNITY. | $24,250 | ||
| FONDREN CHURCH | ||||||||
| 3327 OLD CANTON RD | JACKSON | MS | 39216 | N/A | PC | THIS CONTRIBUTION HELPED THE FONDREN CHURCH PROVIDE FINANCIAL SUPPORT TO THE MISSIONARIES AND MISSIONS THAT THE CHURCH SUPPORTS. | $500 | |
| INSTITUTE FOR FAITH WORK & ECONOMICS | ||||||||
| 8227 OLD COURTHOUSE RD SUITE 310 | TYSONS | VA | 22182 | N/A | PC | THE CONTRIBUTION WAS MADE TO ASSIST THE ORGANIZATION TO EDUCATE AND INSPRIRE CHRISTIANS TO LIVE OUT A BIBLICAL THEOLOGY THAT INTEGRATES FAITH, WORK, AND ECONOMICS. | $8,000 | |
| LIBERTARIAN CHRISTIAN INSTITUTE | ||||||||
| 195 SANTA BARBARA WAY | PALM BEACH GARDENS | FL | 33410 | N/A | PC | THIS CONTRIBUTION HELPED SUPPORT EDUCATION IN THE IDEAS OF LIBERTY AND PROVIDE RESOURCES AND OPPORTUNITIES FOR CHRISTIANS TO BECOME EFFECTIVE LEADERS OF LIBERTY. | $12,000 | |
| MISES INSTITUTE | ||||||||
| 518 WEST MAGNOLIA AVENUE | AUBURN | AL | 368324501 | N/A | PC | THE CONTRIBUTION WAS MADE TO ASSIST THE ORGANIZATION TO PROVIDE FELLOWSHIPS, RESEARCH GRANTS, AND OPPORTUNITIES FOR SCHOLARS TO PUBLISH IN SCHOLARLY JOURNALS, ACADEMIC CONFERENCES, ACCESS TO EXTENSIVE LIBRARIES, AND MORE. | $6,875 | |
| MISSION TO THE WORLD | ||||||||
| 1600 NORTH BROWN ROAD | LAWRENCEVILLE | GA | 30043 | N/A | PC | THIS CONTRIBUTION ALLOWS MISSION TO THE WORLD TO PROVIDE FINANCIAL SUPPORT TO THE PRESBYTERIAN MISSIONARIES THAT THEY SUPPORT ABROAD. | $19,500 | |
| MISSISSIPPI CENTER FOR JUSTICE | ||||||||
| 5 OLD RIVER PL SUITE 203 | JACKSON | MS | 39202 | N/A | PC | TO FACILITATE THE MISSION OF THE ORGANIZATION TO ADVANCE RACIAL AND ECONOMIC JUSTICE THROUGH AN APPROACH THAT COMBINES LEGAL SERVICES WITH POLICY ADVOCACY, COMMUNITY EDUCATION AND MEDIA OUTREACH. | $5,000 | |
| MISSISSIPPI CENTER FOR PUBLIC POLICY | ||||||||
| 520 GEORGE STREET | JACKSON | MS | 39202 | N/A | PC | TO FACILITATE THE MISSION OF THE ORGANIZATION TO ADVANCE THE IDEALS OF LIMITED GOVERNMENT, FREE MARKETS, AND STRONG TRADITIONAL FAMILIES BY PROVIDING GOVERNMENT OFFICIALS, THE MEDIA, AND THE PUBLIC WITH INFORMATION AND PERSPECTIVE TO HELP THEM UNDERSTAND AND DEFEND LIBERTY. | $65,196 | |
| MISSISSIPPI HISTORY PROJECT INC | ||||||||
| PO BOX 1488 | JACKSON | MS | 392151488 | N/A | PC | THIS CONTRIBUTION HELPED THE ORGANIZATION WITH ITS MISSION TO EDUCATE THE PUBLIC ON THE STATE'S HISTORY. | $60,000 | |
| MISSISSIPPI IMMIGRANTS RIGHTS ALLIANCE | ||||||||
| PO BOX 1104 | JACKSON | MS | 392151104 | N/A | PC | TO FACILITATE THE MISSION OF THE ORGANIZATION TO SUPPORT THE MOVEMENT FOR SOCIAL JUSTICE IN MISSISSIPPI, BY HELPING TO EXPAND AND PROTECT THE RIGHTS OF IMMIGRANTS AND THEIR FAMILIES IN MISSISSIPPI. | $5,000 | |
| REASON FOUNDATION | ||||||||
| 5737 MESMER AVENUE | LOS ANGELES | CA | 90230 | N/A | PC | THE CONTRIBUTION WAS MADE TO ASSIST THE ORGANIZATION IN PRODUCING PUBLIC POLICY RESEARCH PUBLISHED IN A MONTHLY MAGAZINE. | $150,000 | |
| REDEEMER CHURCH FAITH PROMISE | ||||||||
| 640 E NORTHSIDE DRIVE | JACKSON | MS | 39206 | N/A | PC | THIS CONTRIBUTION HELPED REDEEMER CHURCH PROVIDE FINANCIAL SUPPORT TO THE MISSIONARIES AND MISSIONS THAT THE CHURCH SUPPORTS. | $7,500 | |
| REDEEMER GENERAL FUND | ||||||||
| 640 E NORTHSIDE DRIVE | JACKSON | MS | 39206 | N/A | PC | THIS CONTRIBUTION HELPED REDEEMER CHURCH PROVIDE FOR CHURCH STAFF AND DEFRAY OPERATIONAL COSTS ASSOCIATED WITH WORSHIP SERVICES. | $7,500 | |
| SOCIAL EVOLUTION | ||||||||
| 3405 HARPERS FERRY LN | AUSTIN | TX | 78745 | N/A | PC | THE CONTRIBUTION WAS MADE TO ASSIST THE ORGANIZATION WITH ITS MISSION TO LIBERATE PEOPLE AND SOLVE SOCIAL PROBLEMS THROUGH INNOVATION. | $32,200 | |
| STARTUP SOCIEITIES FOUNDATION | ||||||||
| 370 SOUTH 300 EAST SUITE 201 | SALT LAKE CITY | UT | 84111 | N/A | PC | TO AID DEVELOPMENTAL AND OPERATIONAL COSTS ASSOCIATED WITH CREATING NEW SOCIETIES AND SPREADING COMPETITIVE GOVERNANCE IDEALS. | $14,500 | |
| THE CENTER FOR PREGNANCY CHOICES | ||||||||
| PO BOX 55664 | JACKSON | MS | 39296 | N/A | PC | TO FACILITATE THE MISSION OF THE ORGANIZATION TO OFFER FREE SERVICES AND PHYSICAL SUPPORT TO BOTH MOTHER AND CHILD. | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $428,521 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $99 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,756 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,217 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $82,072 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $82,072 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,800 | Amt |
| Net Investment Income | $1,900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,900 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNCLEARED CONTRIBUTION CHECKS | Desc |
| Amt | $8,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $15,873 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15,873 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $224,199 | Amt |
Comments