MORRISON FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MORRISON FOUNDATION (EIN 06-1666780)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-06-05
- IRS object ID
- 201911569349100016
- Schema version
- 2018v3.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-05T14:19:46-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 640900153 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAY AND COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 821568 | AddressLine1Txt |
| City | VICKSBURG | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 391821568 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061666780 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORRISON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORR | BusinessNameControlTxt |
| Phone | 6016362471 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 GROVE STREET | AddressLine1Txt |
| City | VICKSBURG | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39183 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT MORRISON III | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6016362471 | PhoneNum |
| Signature | 2019-06-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN P PARIS CPA | PreparerPersonNm |
| PTIN | P00451810 | PTIN |
| Phone | 6016364762 | PhoneNum |
| Preparation | 2019-05-30 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 206.41.231.56 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-06-04 | IPDt |
| IP Tm | 15:39:21 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 113E50CB20ECA927DF85BE01250F79CDC16D5FC0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1430E68ED4ED544942B79DA3D2F5D05C18B7DF91 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $295,169 | 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 | $492,397 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $6,250 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,250 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$6,692 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $683,826 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $491,955 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,250 | 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 | $2,604 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $2,604 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $196,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $196,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $199,104 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $196,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $292,851 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,250 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,318 | CashBOYAmt |
| Cash EOY | $295,169 | CashEOYAmt |
| Cash EOYFMV | $295,169 | CashEOYFMVAmt |
| Total Assets BOY | $2,318 | TotalAssetsBOYAmt |
| Total Assets EOY | $295,169 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $295,169 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,318 | RetainedEarningBOYAmt |
| Retained Earning EOY | $295,169 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,318 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $295,169 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,318 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $295,169 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,318 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $292,851 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $295,169 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $295,169 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CITIGROUP INC | P | 2018-03-08 | 2018-03-27 | $98,261 | $98,617 | -$356 | -$356 |
| MORGAN STANLEY FIX FLT PFD STK | P | 2018-03-08 | 2018-10-17 | $93,168 | $99,503 | -$6,335 | -$6,335 |
| FIDELITY NASDAQ COMPOSITE | P | 2016-10-05 | 2018-10-17 | $102,731 | $72,047 | $30,684 | $30,684 |
| VANGUARD TOTAL STK MKT | P | 2009-03-12 | 2018-03-08 | $30,149 | $7,987 | $22,162 | $22,162 |
| VANGUARD TOTAL STK MKT | P | 2009-03-12 | 2018-10-17 | $22,486 | $5,833 | $16,653 | $16,653 |
| VANGUARD TOTAL STK MKT | P | 2009-04-09 | 2018-10-17 | $6,302 | $1,865 | $4,437 | $4,437 |
| INVESCO DWA MOMENTUM ETF | P | 2011-08-31 | 2018-10-17 | $60,444 | $26,877 | $33,567 | $33,567 |
| ISHARES RUSSELL 1000 | P | 2009-03-13 | 2018-03-08 | $41,002 | $11,135 | $29,867 | $29,867 |
| ISHARES RUSSELL 1000 | P | 2009-03-23 | 2018-03-08 | $130,903 | $37,842 | $93,061 | $93,061 |
| ISHARES RUSSELL 1000 | P | 2009-03-23 | 2018-03-08 | $2,126 | $623 | $1,503 | $1,503 |
| SPDR S&P 500 EFT TRUST | P | 2011-10-12 | 2018-03-08 | $65,987 | $29,381 | $36,606 | $36,606 |
| SPDR S&P 500 EFT TRUST | P | 2011-10-27 | 2018-03-08 | $30,267 | $14,145 | $16,122 | $16,122 |
| STEP UP BASIS | P | $284,663 | -$284,663 | -$284,663 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$6,692 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $73,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,166 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 5.153184 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $32,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,074 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 3.526559 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $60,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,752 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 5.105514 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $64,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,233 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 52.311436 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $137,048 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $119,957 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.142476 | DistributionYr5Rt |
| Total Distribution | 67.239169 | TotalDistributionRt |
| Average Distribution | 13.447834 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $360,317 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,845,483 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $63 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,845,546 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $196,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $125 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $125 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $125 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $125 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $125 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
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 |
| Individual With Books | MAY COMPANY LLP | IndividualWithBooksNm |
| Phone | 6016364762 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 MONUMENT PLACE | AddressLine1Txt |
| City | VICKSBURG | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39180 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT R MORRISON III | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 GROVE ST | AddressLine1Txt |
| City | VICKSBURG | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39180 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 4.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DONATION TO CRAWFORD STREET UNITED METHODIST CHURCH | Description1Txt |
| Expenses1 | $31,500 | Expenses1Amt |
| Description2 | DONATION TO EUDORA WELTY FOUNDATION, INC | Description2Txt |
| Expenses2 | $25,000 | Expenses2Amt |
| Description3 | DONATION TO HOPE ENTERPRISE CORP. | Description3Txt |
| Expenses3 | $100,000 | Expenses3Amt |
| Description4 | DONATION TO SHAPE UP MISSISSIPPI | Description4Txt |
| Expenses4 | $25,000 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $115,683 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $250,121 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $365,804 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $365,804 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,487 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $360,317 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,016 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,016 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $125 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $125 | TotalTaxAmt |
| Distributable Before Adj | $17,891 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $17,891 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $17,891 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $196,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $196,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $196,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,891 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $131,208 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $64,438 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $59,412 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $31,546 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $72,292 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $358,896 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $196,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,891 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $178,609 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $537,505 | 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 | $131,208 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $406,297 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $64,438 | ExcessFromYear4Amt |
| Excess From Year3 | $59,412 | ExcessFromYear3Amt |
| Excess From Year2 | $31,546 | ExcessFromYear2Amt |
| Excess From Year1 | $72,292 | ExcessFromYear1Amt |
| Excess From Current Year | $178,609 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CRAWFORD STREET UNITED METHODIST CHURCH | |||||||
| 900 CRAWFORD ST | VICKSBURG | MS | 39180 | NONE | NONE | 2018 PLEDGE | $31,500 |
| GOOD SHEPHERD COMMUNITY CENTER | |||||||
| 629 CHERRY ST | VICKSBURG | MS | 39183 | NONE | NONE | 2018 PLEDGE | $2,000 |
| VICKSBURG WARREN COUNTY ECONOMIC DEVELOPMENT | |||||||
| 2020 MISSION 66 | VICKSBURG | MS | 39180 | NONE | NONE | 2018 PLEDGE | $5,000 |
| EUDORA WELTY FOUNDATION INC | |||||||
| PO BOX 55685 | JACKSON | MS | 392965685 | NONE | NONE | 2018 PLEDGE | $25,000 |
| HOPE ENTERPRISE CORP | |||||||
| 4 OLD RIVER PLACE SUITE A | JACKSON | MS | 39202 | NONE | NONE | 2018 PLEDGE | $100,000 |
| YMCA OF VICSKBURG | |||||||
| 267 YMCA PLACE | VICKSBURG | MS | 39183 | NONE | NONE | 2018 PLEDGE | $5,000 |
| NORTH CAROLINA CONFERENCE THE UNITED METHODIST CHURCH | |||||||
| 700 WATERFIELD RIDGE PLACE | GARNER | NC | 27529 | NONE | NONE | 2018 PLEDGE | $1,000 |
| UNITED WAY OF WEST CENTRAL MISSISSIPPI | |||||||
| 920 SOUTH ST | VICKSBURG | MS | 39180 | NONE | NONE | 2018 PLEDGE | $2,000 |
| SHAPE UP MISSISSIPPI | |||||||
| 3207 PLAZA DR | VICKSBURG | MS | 39180 | NONE | NONE | 2018 PLEDGE | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $196,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,250 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$6,692 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,250 | ExclusionAmt |
| Related Or Exempt Function Incm | -$6,692 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$442 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | MISC INCOME REPRESENTS ACCRUED NONTAXABLE DIVIDENDS ON INVESTMENTS.ANY INVESTMENT INCOME IS INCIDENTAL TO THE PURPOSE OF THE FOUNDATION, AND IS USED TO FURTHER THE GOALS OF THE FOUNDATION | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ROBERT R MORRISON III | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3330 INDIANA AVE | AddressLine1Txt |
| City | VICKSBURG | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39180 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $492,397 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $492,397 | FairMarketValueAmt |
| Received | 2018-01-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING | $850 | $0 | $0 |
| INVESTMENT FEES | $1,752 | $0 | $0 |
| BANK CHARGES | $2 | $0 | $0 |
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