BETA

THE T H ETHERIDGE TRUST: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
THE T H ETHERIDGE TRUST (EIN 64-6207047)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-10-15
IRS object ID
202042899349101404
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)
Return2020-10-15T18:43:13-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN640414329PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HADDOX REID EUBANK BETTS PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1188 EAST CAPITOL STREET STE 500AddressLine1Txt
CityJACKSONCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39201ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN646207047EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1T H ETHERIDGE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTHETBusinessNameControlTxt
Phone6014209343PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE LITTLE CREEK ROADAddressLine1Txt
CityJACKSONCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39232ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTAM H ETHERIDGEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6014209343PhoneNum
Signature2020-10-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAN F LEWIS CPAPreparerPersonNm
PTINP00904894PTIN
Phone6019482924PhoneNum
Preparation2020-10-05PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address173.235.174.18IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-10-15IPDt
IP Tm18:36:16IPTm
IP TimezoneCDIPTimezoneCd
Federal Original Submission Id64441220202880348e21FederalOriginalSubmissionId
Federal Original Submission Id2020-10-14FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdFEC67C1053E9C14E9781D5A9C154B13C9B9BBFB0AtSubmissionCreationDeviceId
At Submission Filing Device Id431BF732D1DB32B5845E44D10425631D2D641D43AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,913,294FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,429,897ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$86,567DividendsRevAndExpnssAmt
Dividends Net Invst Incm$86,567DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$62,396NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$209,446GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$157,190CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,578,860TotalRevAndExpnssAmt
Total Net Invst Incm$243,757TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$5,563TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,290TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$6,909OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,909OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,472TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,199TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$232,770ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$232,770ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$245,242TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,199TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$232,770TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,333,618ExcessRevenueOverExpensesAmt
Net Investment Income$234,558NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$172,082CashBOYAmt
Cash EOY$202,139CashEOYAmt
Cash EOYFMV$202,139CashEOYFMVAmt
Other Investments BOY$4,159,336OtherInvestmentsBOYAmt
Other Investments EOY$5,462,897OtherInvestmentsEOYAmt
Other Investments EOYFMV$7,711,155OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,331,418TotalAssetsBOYAmt
Total Assets EOY$5,665,036TotalAssetsEOYAmt
Total Assets EOYFMV$7,913,294TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$4,331,418CapitalStockBOYAmt
Capital Stock EOY$5,665,036CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,331,418TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,665,036TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,331,418TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,665,036TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,331,418TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,333,618ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$5,665,036SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,665,036TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CELGENE CORPD$39,100$19,167$19,933$19,933
REDHAT INCD$131,100$33,089$98,011$98,011
CAPITAL GAINS DIVIDENDSP$39,246$39,246$39,246
FieldValueIRS element (for citing)
Capital Gain Net Income$157,190CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$232,050AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$5,591,395NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.041501DistributionYr1Rt
Adjusted Qlfy Distri Yr2$234,188AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,776,346NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.062014DistributionYr2Rt
Adjusted Qlfy Distri Yr3$224,997AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,821,857NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.079734DistributionYr3Rt
Adjusted Qlfy Distri Yr4$233,954AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,567,158NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.091133DistributionYr4Rt
Adjusted Qlfy Distri Yr5$87,490AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,166,063NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.040391DistributionYr5Rt
Total Distribution0.314773TotalDistributionRt
Average Distribution0.062955AverageDistributionRt
Net Vl Noncharitable Assets$6,026,985NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$379,429AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,346NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$381,775AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$232,770QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,691InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,691SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,691TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,680EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,680TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$11TaxDueAmt

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 BooksHADDOX REID EUBANK BETTS PLLCIndividualWithBooksNm
Phone6019482924PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1ONE JACKSON PLACE SUITE 500AddressLine1Txt
CityJACKSONCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39225ZIPCd
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
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
TAM H ETHERIDGE
ONE LITTLE CREEK ROADJACKSONMS39232TRUSTEE0.00$0$0$0
NORA JANE ETHERIDGE
ONE LITTLE CREEK ROADJACKSONMS39232TRUSTEE0.00$0$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)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,874,726AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$244,041AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,118,767TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,118,767AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$91,782CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,026,985NetVlNoncharitableAssetsAmt
Minimum Investment Return$301,349MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$301,349MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,691TaxBasedOnInvestmentIncomeAmt
Total Tax$4,691TotalTaxAmt
Distributable Before Adj$296,658DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$296,658DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$296,658DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$232,770ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$232,770QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$232,770AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$296,658DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$60,047ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$48,295ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$108,342TotalExcessDistributionCyovAmt
Qualifying Distributions$232,770QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$232,770AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$63,888ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$63,888ExcessDistributionCyovAppCYAmt
Total Corpus$44,454TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$44,454ExcessDistriCyovToNextYrAmt
Excess From Year2$44,454ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerTAM H ETHERIDGEContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonWALTER S WEEMSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO DRAWER 119AddressLine1Txt
CityJACKSONCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39205ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6019606863RecipientPhoneNum
Form And Info And MaterialsLETTER OUTLINING REASON FOR NEEDFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ASSOCIATION OF NAVAL AVIATION
6551 LOISDALE COURT SUITE 222SPRINGFIELDVA22150PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$250
ASSOCIATION OF THE US NAVY
3601 EISENHOWER AVENUE SUITE 110ALEXANDRIAVA22304PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$70
BLAIR E BATSON CHILDREN'S HOSPITAL
2500 NORTH STATE STREETJACKSONMS39216PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$500
BOOKFRIENDS - UNIVERSITY PRESS OF MISSISSIPPI
3825 RIDGEWOOD ROADJACKSONMS39211PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$150
CENTURY CLUB CHARITIES
576 HIGHLAND COLONY PARKWAY 110RIDGELANDMS39157PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$1,450
COMMUNITY FOUNDATION OF MISSISSIPPIK
119 SOUTH PRESIDENT STREETJACKSONMS39201PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$500
COOPERATIVE BAPTIST FELLOWSHIP
2930 FLOWERS ROAD SOUTH STE 133ATLANTAGA30341PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$250
DELTA WATERFOWL
PO BOX 3128BISMARCKND58502PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$500
EAST CENTRAL COMMUNITY COLLEGE
PO BOX 129DECATURMS39327PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$500
EMPOWER MISSISSIPPI
741 AVIGNON DRIVE SUITE CRIDGELANDMS39157PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$250
EUDORA WELTY FOUNDATION
PO BOX 55685JACKSONMS39296PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$250
FELLOWSHIP OF CHRISTIAN ATHLETES
PO BOX 6177JACKSONMS39288PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$250
FONDREN COVERED
PO BOX 1039JACKSONMS39215PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$750
FRENCH CAMP ACADEMY
1 FINE PLACEFRENCH CAMPMS39745PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$250
FRIENDS FOR A CAUSE
PO BOX 2912MADISONMS39130PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$500
HABITAT FOR HUMANITY
PO BOX 55634JACKSONMS39296PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$1,000
HERITAGE FOUNDATION
PO BOX 07057WASHINGTONDC20090PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$500
HOOVER INSTITUTE
434 GALVEZ MALLSTANFORDCA94305PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$500
HOSPICE MINISTRIES
450 TOWNE CENTER BLVDRIDGELANDMS39157PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$250
INTERNATIONAL BALLET COMPETITION
PO BOX 3696JACKSONMS39207PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$2,000
JUDICIAL WATCH
PO BOX 96234WASHINGTONDC20090PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$1,200
JUVENILE DIABETES FOUNDATION
2630 SOUTHERLAND STREETJACKSONMS39216PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$150
MAGNOLIA SPEECH SCHOOL
733 NORTH FLAG CHAPEL ROADJACKSONMS39209PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$1,500
MAYO CLINIC
200 FIRST STREET SWROCHESTERMN55902PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$3,500
METROPOLITAN MUSEUM OF ART
PO BOX 5228NEW YORKNY10277PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$200
MS BAPTIST HEALTH SYSTEMS
PO BOX 2002JACKSONMS39215PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$750
MS CENTER FOR PUBLIC POLICY
520 GEORGE STREETJACKSONMS39216PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$1,500
MS HERITAGE TRUST
PO BOX 577JACKSONMS39202PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$250
MS MUSEUM OF ART
380 LAMAR STREETJACKSONMS39201PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$1,200
MS OPERA GUILD
PO BOX 1551JACKSONMS39215PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$200
MS SOCIETY FOR DISABILITIES
PO BOX 4958JACKSONMS39296PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$200
MS SYMPHONY
PO BOX 2052JACKSONMS39225PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$25,000
MSU FUND FOR EXCELLENCE
PO BOX 6149MS STATEMS39762PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$500
MUSTARD SEED
1085 LUCKNEY ROADFLOWOODMS39232PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$500
NATIONAL WWII MUSEUM
PO BOX 97336WASHINGTONDC20090PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$250
NAVAL AVIATION MUSEUM FOUNDATION
PO BOX 33104NAS PENSACOLAFL32508PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$2,500
NAVAL HISTORICAL FOUNDATION
PO BOX 15304WASHINGTONDC20003PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$250
NEWSTAGE THEATRE
PO BOX 4792JACKSONMS39296PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$500
NORTHMINSTER BAPTIST CHURCH
3955 RIDGEWOOD ROADJACKSONMS39211PUBLICCHORAL INTERNSHIP DONATION$1,500
NORTHMINSTER BAPTIST CHURCH
3955 RIDGEWOOD ROADJACKSONMS39211PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$22,150
OJAI RAPTOR CENTER
PO BOX 182OAK VIEWCA93022PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$300
PALMER HOME FOR CHILDREN
PO BOX 746COLUMBUSMS39703PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$150,000
PARKINSON'S GROUP OF THE OZARKS
PO BOX 50595SPRINGFIELDMO65805PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$250
ST ANDREWS EPISCOPAL SCHOOL
370 OLD AGENCY ROADRIDGELANDMS39157PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$3,000
STEWPOT
1100 WEST CAPITOL STREETJACKSONMS39203PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$1,000
THE FIELD
75 MAIDEN LANE SUITE 906NEW YORKNY10038PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$1,000
THE MIND CENTER
2500 NORTH STATE STREETJACKSONMS39216PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$1,000
THE NAVIGATOR
PO BOX 6000COLORADO SPRINGSCO80934PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$250
TRINITY BAPTIST CHURCH
208 OAK HILL DRIVECARTHAGEMS39051PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$500
WILDLIFE MISSISSIPPI
PO BOX 10STONEVILLEMS38776PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$500
WILSON RESEARCH FOUNDATION
1350 EAST WOODROW WILSON AVENUEJACKSONMS39216PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$232,770TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$86,567ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$62,396ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$148,963ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$148,963TotalIncomeProducingActyAmt

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 Line1TAM H ETHERIDGEBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11 LITTLE CREEK ROADAddressLine1Txt
CityJACKSONCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39232ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,429,897TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (29 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1535 SHS ASSOCIATED BRITISH FOODS STOCK$18,0772019-12-20
12,536 SHS ATLANTIA S.P.A. STOCK$30,8882019-12-20
11,062 SHS NOVARTIS STOCK$100,3652019-12-20
1290 SHS NXP SEMICONDUCTORS STOCK$36,9232019-12-20
12,290 SHS DAIWA HOUSE INDUSTRY CO STOCK$71,1042019-12-20
12,213 SHS INFORMA PLC STOCK$49,2722019-12-20
1411 SHS ASHTEAD GROUP STOCK$52,1392019-12-20
12,432 SHS SEVEN & I HOLDINGS CO. STOCK$44,8582019-12-20
1815 SHS ROGERS COMMUNCATIONS INC STOCK$40,3832019-12-20
1212 SHS ALCON CO STOCK$12,1232019-12-20
11,292 SHS MAKITA CORP STOCK$44,5162019-12-20
11,170 SHS UNILEVER PLC STOCK$66,5382019-12-20
1737 SHS ANHEUSER BUSCH STOCK$60,3602019-12-20
14,492 SHS KDDI CORP STOCK$67,2902019-12-20
16,740 SHS SUMITOMO MITSUI FINANCIAL GROUP, INC. STOCK$50,3822019-12-20
1446 SHS BALL CORPORATION STOCK$29,0392019-12-20
11,594 SHS PRUDENTIAL PUBLIC LIMITED CO STOCK$59,5192019-12-20
12,067 SHS RED ELECTRICA STOCK$20,6082019-12-20
1409 SHS UNITED PARCEL SERVICE STOCK$48,0172019-12-23
1708 SHS TARGET CORP STOCK$91,4382019-12-23
172 SHS ALPHABET INC CLASS C STOCK$97,1702019-12-23
1459 SHS YUM CHINA HOLDINGS INC STOCK$22,3352019-12-23
1394 SHS ANHEUSER BUSCH STOCK$32,3042019-12-23
1938 SHS JUNIPER NETWORKS INC STOCK$22,9812019-12-23
1459 SHS YUM BRANDS INC STOCK$46,1712019-12-23
1764 SHS BRISTOL-MYERS SQUIBB STOCK$48,5222019-12-23
170 SHS ALPHABET INC CLASS A STOCK$94,5842019-12-23
151 SHS REGENERON FARMS INC STOCK$19,1572019-12-23
197 SHS DELL TECHNOLOGIES STOCK$4,8132019-12-23

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
STOCKS HELD AT CHARLES SCHWABAT COST$4,117,509$5,904,285
MUTUAL FUNDS HELD AT CHARLES SCHWABAT COST$1,032,823$1,385,973
ETFS HELD AT CHARLES SCHWABAT COST$312,565$420,897

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT FEESDesc
Revenue And Expenses Per Books$6,909RevenueAndExpensesPerBooksAmt
Net Investment Income$6,909NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$2,290$2,290$0
FEDERAL EXCISE TAX$3,273$0$0

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