CHISHOLM FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
CHISHOLM FOUNDATION (EIN 64-6014272)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-14
IRS object ID
201941349349100044
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

FieldValueIRS element (for citing)
Return2019-05-14T08:37:36-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WITHUMSMITHBROWN PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11411 BROADWAY 9TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN646014272EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CHISHOLM FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% THE FOUNDATIONInCareOfNm
Business Name ControlCHISBusinessNameControlTxt
Phone6014263378PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1544 CENTRAL AVENUEAddressLine1Txt
CityLAURELCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39440ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN LINDSEYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2127519100PhoneNum
Signature2019-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL STALLONE CPAPreparerPersonNm
PTINP00104108PTIN
Phone2127519100PhoneNum
Preparation2019-05-15PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address198.46.120.251IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id22006220191345000015FederalOriginalSubmissionId
Federal Original Submission Id2019-05-14FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdC8549682D064AE8B15C1C23430EE3134DA6B9152AtSubmissionCreationDeviceId
At Submission Filing Device Id26AFAFBB5600322D6E89E54C209108A7D7F44349AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$46,842,672FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,177,500ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$31InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$31InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$367,669DividendsRevAndExpnssAmt
Dividends Net Invst Incm$367,669DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$5,433,154NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$11,761,261GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,433,154CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$17,416OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$6,995,770TotalRevAndExpnssAmt
Total Net Invst Incm$5,800,854TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$5,300AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$5,300AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$593,007OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$296,504OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$296,503OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$113,214TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$3,662TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$3,662TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$142,039OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$8,108OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$133,931OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$857,222TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$304,612TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$439,396TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,319,350ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,319,350ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,176,572TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$304,612TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$3,758,746TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,819,198ExcessRevenueOverExpensesAmt
Net Investment Income$5,496,242NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,581CashBOYAmt
Cash EOY$13,733CashEOYAmt
Cash EOYFMV$13,733CashEOYFMVAmt
Sav And Temp Cash Invst BOY$667,100SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,310,071SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,310,071SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$26,754,005CorporateStockBOYAmt
Corporate Stock EOY$28,920,080CorporateStockEOYAmt
Corporate Stock EOYFMV$45,518,868CorporateStockEOYFMVAmt
Total Assets BOY$27,424,686TotalAssetsBOYAmt
Total Assets EOY$30,243,884TotalAssetsEOYAmt
Total Assets EOYFMV$46,842,672TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$27,424,686CapitalStockBOYAmt
Capital Stock EOY$30,243,884CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$27,424,686TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$30,243,884TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$27,424,686TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$30,243,884TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$27,424,686TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,819,198ExcessRevenueOverExpensesAmt
Subtotal$30,243,884SubtotalAmt
Tot Net Ast Or Fund Balances EOY$30,243,884TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MS ST COVERED - SEE ATTACHED2018-12-31$523,385$595,226-$71,841-$71,841
MS LT COVERED - SEE ATTACHED2018-12-31$10,548,806$5,593,150$4,955,656$4,955,656
MS LT NONCOVERED - SEE ATTACHED2018-12-31$689,070$139,731$549,339$549,339
FieldValueIRS element (for citing)
Capital Gain Net Income$5,433,154CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$3,058,151AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$44,130,520NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.069298DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,621,758AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$36,002,473NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.072822DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,965,043AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$36,475,181NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.081289DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,896,640AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$34,037,861NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.085101DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,441,087AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$28,609,004NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.085326DistributionYr5Rt
Total Distribution0.393836TotalDistributionRt
Average Distribution0.078767AverageDistributionRt
Net Vl Noncharitable Assets$51,744,293NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$4,075,743AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$54,962NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$4,130,705AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$3,758,746QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$109,925InvestmentIncomeExciseTaxAmt
Subtotal$109,925SubtotalAmt
Tax Based On Investment Income$109,925TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$105,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$105,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$446EsPenaltyAmt
Tax Due$5,371TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addresshttp://chisholmfoundation.orgWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6014263378PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1544 CENTRAL AVENUEAddressLine1Txt
CityLAURELCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39440ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonSEE SCHEDULE ATTACHEDPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1544 CENTRAL AVENUEAddressLine1Txt
CityLAURELCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39440ZIPCd
FieldValueIRS element (for citing)
TitleSEE SCHEDULE ATTACHEDTitleTxt
Average Hrs Per Wk Devoted To Pos0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EDGEWOOD MANAGEMENT LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1350 PARK AVENUE 18TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT ADVISORServiceTypeTxt
Compensation$593,007CompensationAmt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$51,149,721AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,382,556AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$52,532,277TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$52,532,277AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$787,984CashDeemedCharitableAmt
Net Vl Noncharitable Assets$51,744,293NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,587,215MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,587,215MinimumInvestmentReturnAmt
Tax Based On Investment Income$109,925TaxBasedOnInvestmentIncomeAmt
Total Tax$109,925TotalTaxAmt
Distributable Before Adj$2,477,290DistributableBeforeAdjAmt
Distributable Before Ded$2,477,290DistributableBeforeDedAmt
Distributable As Adjusted$2,477,290DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,758,746ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$3,758,746QualifyingDistributionsAmt
Adjusted Qualifying Distri$3,758,746AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,477,290DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12016PriorYear1Yr
Prior Year22015PriorYear2Yr
Prior Year32014PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$43,331ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$252,246ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$193,118ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$488,695TotalExcessDistributionCyovAmt
Qualifying Distributions$3,758,746QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Treated As Distri From Corpus$1,177,500TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,477,290AppliedToCurrentYearAmt
Remaining Distri From Corpus$103,956RemainingDistriFromCorpusAmt
Total Corpus$1,770,151TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$1,177,500CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov To Next Yr$592,651ExcessDistriCyovToNextYrAmt
Excess From Year4$252,246ExcessFromYear4Amt
Excess From Year3$193,118ExcessFromYear3Amt
Excess From Current Year$147,287ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SEE SCHEDULE ATTACHEDBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1554 CENTRAL AVENUEAddressLine1Txt
CityLAURELCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39440ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationshipTxt
Recipient Foundation StatusPUBLICRecipientFoundationStatusTxt
Grant Or Contribution PurposeUNRESTRICTEDGrantOrContributionPurposeTxt
Amt$3,319,350Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,319,350TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$31ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$367,669ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$5,433,154ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$5,800,854ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,800,854TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonMARGARET A CHISHOLM CHARITABLE TRUSContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1544 CENTRAL AVENUEAddressLine1Txt
CityLAURELCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39440ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,177,500TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEECategoryTxt
Amt$5,300Amt
Disbursements Charitable Prps$5,300DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSEE ATTACHEDStockNm
EOY Book Value$28,920,080EOYBookValueAmt
EOYFMV$45,518,868EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
NYS FILING FEE$750$750
ASSOCIATION DUES$2,440$2,440
TELEPHONE$2,176$2,176
POSTAGE$612$612
OFFICE SUPPLIES$83$83
SECRETARIAL EXPENSE$54,822$54,822
BANK CHARGES$80$80
STORY PRIZE EXPENSES$81,076$72,968$8,108

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescGROSS INCOME FROM SPECIAL EVENTSDesc
Revenue And Expenses Per Books$17,416RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EDGEWOOD: INVESTMENT MGMT FEE$296,504$296,504
EDGEWOOD: CHARITABLE MGMT FEE$296,503$296,503

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
FEDERAL 2018 TAX PAYMENTS$105,000
FEDERAL TAX 2017 BALANCE DUE$8,214

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.