THE T H ETHERIDGE TRUST: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE T H ETHERIDGE TRUST (EIN 64-6207047)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-06-11
- IRS object ID
- 201911629349100701
- 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
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-11T10:02:11-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 640414329 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HADDOX REID EUBANK BETTS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 188 EAST CAPITOL STREET STE 500 | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39201 | 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 | 646207047 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | T H ETHERIDGE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THET | BusinessNameControlTxt |
| Phone | 6014209343 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE LITTLE CREEK ROAD | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39232 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TAM H ETHERIDGE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6014209343 | PhoneNum |
| Signature | 2019-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAN F LEWIS CPA | PreparerPersonNm |
| PTIN | P00904894 | PTIN |
| Phone | 6019482924 | PhoneNum |
| Preparation | 2019-05-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.216.189.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-14 | IPDt |
| IP Tm | 10:31:31 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FEC67C1053E9C14E9781D5A9C154B13C9B9BBFB0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 431BF732D1DB32B5845E44D10425631D2D641D43 | 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 | $5,263,102 | 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 | $219,435 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $78,779 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $78,779 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $157,994 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $355,428 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $161,882 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $456,208 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $240,661 | 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 |
| Taxes Rev And Expnss | $1,674 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,674 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,430 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,430 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,104 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,104 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $232,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $232,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $240,154 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,104 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $232,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $216,054 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $232,557 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $79,706 | CashBOYAmt |
| Cash EOY | $172,082 | CashEOYAmt |
| Cash EOYFMV | $172,082 | CashEOYFMVAmt |
| Other Investments BOY | $4,035,408 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,159,336 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,091,020 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,115,114 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,331,418 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,263,102 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,115,114 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,331,418 | 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 | $4,115,114 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,331,418 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,115,114 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,331,418 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,115,114 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $216,054 | ExcessRevenueOverExpensesAmt |
| Other Increases | $250 | OtherIncreasesAmt |
| Subtotal | $4,331,418 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,331,418 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| BIOVERATIV INC | P | $34,230 | $5,552 | $28,678 | $28,678 |
| AMERICAN FUND NEW PERSPECTIVES | P | $125,000 | $88,859 | $36,141 | $36,141 |
| AMERICAN FUND WA MUTUAL | P | $125,000 | $99,135 | $25,865 | $25,865 |
| CAPITAL GAINS DIVIDENDS | P | $71,198 | $71,198 | $71,198 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $161,882 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $234,188 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,776,346 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.062014 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $224,997 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,821,857 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.079734 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $233,954 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,567,158 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.091133 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $87,490 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,166,063 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040391 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $70,275 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,807,007 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.038890 | DistributionYr5Rt |
| Total Distribution | 0.312162 | TotalDistributionRt |
| Average Distribution | 0.062432 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,591,395 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $349,082 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,326 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $351,408 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $232,050 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,651 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,651 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,651 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,058 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,058 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,407 | OverpaymentAmt |
| Applied To ES Tax | $1,407 | 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 |
| Individual With Books | HADDOX REID EUBANK BETTS PLLC | IndividualWithBooksNm |
| Phone | 6019482924 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE JACKSON PLACE SUITE 500 | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39225 | 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 |
|---|---|---|---|---|---|---|---|---|
| TAM H ETHERIDGE | ||||||||
| ONE LITTLE CREEK ROAD | JACKSON | MS | 39232 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| NORA JANE ETHERIDGE | ||||||||
| ONE LITTLE CREEK ROAD | JACKSON | MS | 39232 | TRUSTEE | 0.00 | $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 | $5,554,738 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $121,805 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,676,543 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,676,543 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $85,148 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,591,395 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $279,570 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $279,570 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,651 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,651 | TotalTaxAmt |
| Distributable Before Adj | $274,919 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $250 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $275,169 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $275,169 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $232,050 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $232,050 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $232,050 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $275,169 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $4,256 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $98,910 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $48,295 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $151,461 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $232,050 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $232,050 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $43,119 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $43,119 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $108,342 | 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 | $108,342 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $60,047 | ExcessFromYear2Amt |
| Excess From Year1 | $48,295 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TAM H ETHERIDGE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WALTER S WEEMS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO DRAWER 119 | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6019606863 | RecipientPhoneNum |
| Form And Info And Materials | LETTER OUTLINING REASON FOR NEED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ASSOCIATION OF NAVAL AVIATION | ||||||
| 6551 LOISDALE COURT SUITE 222 | SPRINGFIELD | VA | 22150 | PUBLIC | GENERAL OPERATIONS OF THE ORGANIZATION | $250 |
| ASSOCIATION OF THE US NAVY | ||||||
| 3601 EISENHOWER AVENUE SUITE 110 | ALEXANDRIA | VA | 22304 | PUBLIC | GENERAL OPERATIONS OF THE ORGANIZATION | $150 |
| BLAIR E BATSON CHILDREN'S HOSPITAL | ||||||
| 2500 NORTH STATE STREET | JACKSON | MS | 39216 | PUBLIC | GENERAL OPERATIONS OF THE ORGANIZATION | $500 |
| BOOKFRIENDS - UNIVERSITY PRESS OF MISSISSIPPI | ||||||
| 3825 RIDGEWOOD ROAD | JACKSON | MS | 39211 | PUBLIC | GENERAL OPERATIONS OF THE ORGANIZATION | $150 |
| COOPERATIVE BAPTIST FELLOWSHIP | ||||||
| 2930 FLOWERS ROAD SOUTH STE 133 | ATLANTA | GA | 30341 | PUBLIC | GENERAL OPERATIONS OF THE ORGANIZATION | $250 |
| DELTA WATERFOWL | ||||||
| PO BOX 3128 | BISMARCK | ND | 58502 | PUBLIC | GENERAL OPERATIONS OF THE ORGANIZATION | $500 |
| DUNWOODY BAPTIST CHURCH | ||||||
| 1445 MT VERNON ROAD | DUNWOODY | GA | 30338 | PUBLIC | GENERAL OPERATIONS OF THE ORGANIZATION | $150 |
| EAST CENTRAL COMMUNITY COLLEGE | ||||||
| PO BOX 129 | DECATUR | MS | 39327 | PUBLIC | GENERAL OPERATIONS OF THE ORGANIZATION | $500 |
| EMPOWER MISSISSIPPI | ||||||
| 741 AVIGNON DRIVE SUITE C | RIDGELAND | MS | 39157 | PUBLIC | GENERAL OPERATIONS OF THE ORGANIZATION | $250 |
| EUDORA WELTY FOUNDATION | ||||||
| PO BOX 55685 | JACKSON | MS | 39296 | PUBLIC | GENERAL OPERATIONS OF THE ORGANIZATION | $250 |
| EXTRA TABLE ADMINISTRATIVE FUNDS | ||||||
| 3904 HARDY STREET | HATTIESBURG | MS | 39402 | PUBLIC | GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||
| PO BOX 6177 | JACKSON | MS | 39288 | PUBLIC | GENERAL OPERATIONS OF THE ORGANIZATION | $250 |
| FIRST BAPTIST CHURCH | ||||||
| 1607 CHERRY STREET | VICKSBURG | MS | 39180 | PUBLIC | GENERAL OPERATIONS OF THE ORGANIZATION | $350 |
| FRENCH CAMP ACADEMY | ||||||
| 1 FINE PLACE | FRENCH CAMP | MS | 39745 | PUBLIC | GENERAL OPERATIONS OF THE ORGANIZATION | $250 |
| GRACE HOUSE SERVICES | ||||||
| PO BOX 68924 | JACKSON | MS | 39286 | PUBLIC | GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| HABITAT FOR HUMANITY | ||||||
| PO BOX 55634 | JACKSON | MS | 39296 | PUBLIC | GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| HERITAGE FOUNDATION | ||||||
| PO BOX 07057 | WASHINGTON | DC | 20090 | PUBLIC | GENERAL OPERATIONS OF THE ORGANIZATION | $750 |
| HOOVER INSTITUTE | ||||||
| 434 GALVEZ MALL | STANFORD | CA | 94305 | PUBLIC | GENERAL OPERATIONS OF THE ORGANIZATION | $500 |
| HOSPICE MINISTRIES | ||||||
| 450 TOWNE CENTER BLVD | RIDGELAND | MS | 39157 | PUBLIC | GENERAL OPERATIONS OF THE ORGANIZATION | $250 |
| INTERNATIONAL BALLET COMPETITION | ||||||
| PO BOX 3696 | JACKSON | MS | 39207 | PUBLIC | GENERAL OPERATIONS OF THE ORGANIZATION | $2,000 |
| JUDICIAL WATCH | ||||||
| PO BOX 96234 | WASHINGTON | DC | 20090 | PUBLIC | GENERAL OPERATIONS OF THE ORGANIZATION | $500 |
| JUVENILE DIABETES FOUNDATION | ||||||
| 2630 SOUTHERLAND STREET | JACKSON | MS | 39216 | PUBLIC | GENERAL OPERATIONS OF THE ORGANIZATION | $150 |
| MAGNOLIA SPEECH SCHOOL | ||||||
| 733 NORTH FLAG CHAPEL ROAD | JACKSON | MS | 39209 | PUBLIC | GENERAL OPERATIONS OF THE ORGANIZATION | $1,500 |
| MAYO CLINIC | ||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55902 | PUBLIC | GENERAL OPERATIONS OF THE ORGANIZATION | $2,500 |
| METROPOLITAN MUSEUM OF ART | ||||||
| PO BOX 5228 | NEW YORK | NY | 10277 | PUBLIC | DWATTS - 04/25/19 04:37PM WORKSHEET PRIVATE FOUNDATION | $200 |
| MS BAPTIST HEALTH SYSTEMS | ||||||
| PO BOX 2002 | JACKSON | MS | 39215 | PUBLIC | GENERAL OPERATIONS OF THE ORGANIZATION | $750 |
| MS CENTER FOR PUBLIC POLICY | ||||||
| 520 GEORGE STREET | JACKSON | MS | 39216 | PUBLIC | GENERAL OPERATIONS OF THE ORGANIZATION | $1,500 |
| MS HERITAGE TRUST | ||||||
| PO BOX 577 | JACKSON | MS | 39202 | PUBLIC | GENERAL OPERATIONS OF THE ORGANIZATION | $250 |
| MS MUSEUM OF ART | ||||||
| 380 LAMAR STREET | JACKSON | MS | 39201 | PUBLIC | GENERAL OPERATIONS OF THE ORGANIZATION | $1,200 |
| MS OPERA GUILD | ||||||
| PO BOX 1551 | JACKSON | MS | 39215 | PUBLIC | GENERAL OPERATIONS OF THE ORGANIZATION | $200 |
| MS SOCIETY FOR DISABILITIES | ||||||
| PO BOX 4958 | JACKSON | MS | 39296 | PUBLIC | GENERAL OPERATIONS OF THE ORGANIZATION | $200 |
| MS SYMPHONY | ||||||
| PO BOX 2052 | JACKSON | MS | 39225 | PUBLIC | GENERAL OPERATIONS OF THE ORGANIZATION | $27,500 |
| MSU FUND FOR EXCELLENCE | ||||||
| PO BOX 6149 | MS STATE | MS | 39762 | PUBLIC | GENERAL OPERATIONS OF THE ORGANIZATION | $500 |
| MUSTARD SEED | ||||||
| 1085 LUCKNEY ROAD | FLOWOOD | MS | 39232 | PUBLIC | GENERAL OPERATIONS OF THE ORGANIZATION | $500 |
| NATIONAL WWII MUSEUM | ||||||
| PO BOX 97336 | WASHINGTON | DC | 20090 | PUBLIC | GENERAL OPERATIONS OF THE ORGANIZATION | $250 |
| NAVAL AVIATION MUSEUM FOUNDATION | ||||||
| PO BOX 33104 | NAS PENSACOLA | FL | 32508 | PUBLIC | GENERAL OPERATIONS OF THE ORGANIZATION | $2,500 |
| NAVAL HISTORICAL FOUNDATION | ||||||
| PO BOX 15304 | WASHINGTON | DC | 20003 | PUBLIC | GENERAL OPERATIONS OF THE ORGANIZATION | $250 |
| NEWSTAGE THEATRE | ||||||
| PO BOX 4792 | JACKSON | MS | 39296 | PUBLIC | GENERAL OPERATIONS OF THE ORGANIZATION | $500 |
| NORTHMINSTER BAPTIST CHURCH | ||||||
| 3955 RIDGEWOOD ROAD | JACKSON | MS | 39211 | PUBLIC | CHORAL INTERNSHIP DONATION | $1,500 |
| NORTHMINSTER BAPTIST CHURCH | ||||||
| 3955 RIDGEWOOD ROAD | JACKSON | MS | 39211 | PUBLIC | GENERAL OPERATIONS OF THE ORGANIZATION | $22,100 |
| OJAI RAPTOR CENTER | ||||||
| PO BOX 182 | OAK VIEW | CA | 93022 | PUBLIC | GENERAL OPERATIONS OF THE ORGANIZATION | $300 |
| PALMER HOME FOR CHILDREN | ||||||
| PO BOX 746 | COLUMBUS | MS | 39703 | PUBLIC | GENERAL OPERATIONS OF THE ORGANIZATION | $150,000 |
| REFORMED THJEOLOGICAL SEMINARY | ||||||
| 5422 CLINTON BOULEVARD | JACKSON | MS | 39209 | PUBLIC | GENERAL OPERATIONS OF THE ORGANIZATION | $150 |
| ST ANDREWS EPISCOPAL SCHOOL | ||||||
| 370 OLD AGENCY ROAD | RIDGELAND | MS | 39157 | PUBLIC | GENERAL OPERATIONS OF THE ORGANIZATION | $3,000 |
| STEWPOT | ||||||
| 1100 WEST CAPITOL STREET | JACKSON | MS | 39203 | PUBLIC | GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| THE FIELD | ||||||
| 75 MAIDEN LANE SUITE 906 | NEW YORK | NY | 10038 | PUBLIC | GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| THE NAVIGATOR | ||||||
| PO BOX 6000 | COLORADO SPRINGS | CO | 80934 | PUBLIC | GENERAL OPERATIONS OF THE ORGANIZATION | $250 |
| TRINITY BAPTIST CHURCH | ||||||
| 208 OAK HILL DRIVE | CARTHAGE | MS | 39051 | PUBLIC | GENERAL OPERATIONS OF THE ORGANIZATION | $500 |
| WILDLIFE MISSISSIPPI | ||||||
| PO BOX 10 | STONEVILLE | MS | 38776 | PUBLIC | GENERAL OPERATIONS OF THE ORGANIZATION | $500 |
| WILSON RESEARCH FOUNDATION | ||||||
| 1350 EAST WOODROW WILSON AVENUE | JACKSON | MS | 39216 | PUBLIC | GENERAL OPERATIONS OF THE ORGANIZATION | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $232,050 | 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 | $78,779 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $157,994 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $236,773 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $236,773 | 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 |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAM H ETHERIDGE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 LITTLE CREEK ROAD | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39232 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $219,435 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 649 SHS CITRIX SYSTEMS, INC. STOCK | $69,138 | 2018-12-24 |
| 1 | 584 SHS EATON CORPORATION STOCK | $40,226 | 2018-12-24 |
| 1 | 830 SHS AKAMAI TECHNOLOGIES, INC. STOCK | $53,410 | 2018-12-24 |
| 1 | 635 SHS XILINX, INC. STOCK | $56,661 | 2018-12-24 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| STOCKS HELD AT CHARLES SCHWAB | AT COST | $2,882,679 | $3,653,513 |
| MUTUAL FUNDS HELD AT CHARLES SCHWAB | AT COST | $968,101 | $1,110,747 |
| ETFS HELD AT CHARLES SCHWAB | AT COST | $308,556 | $326,760 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $6,430 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,430 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED CONTRIBUTIONS | Desc |
| Amt | $250 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $1,674 | Amt |
| Net Investment Income | $1,674 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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