SELBY AND RICHARD MCRAE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SELBY AND RICHARD MCRAE FOUNDATION (EIN 64-6026795)
- Tax period
- 2017-02-01 to 2018-01-31
- Filed
- 2018-11-28
- IRS object ID
- 201813329349100301
- Schema version
- 2017v2.3
- 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
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-28T11:34:37-06:00 | ReturnTs |
| Tax Period End | 2018-01-31 | 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 | 2017-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 646026795 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SELBY AND RICHARD MCRAE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SELB | BusinessNameControlTxt |
| Phone | 6013669371 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 13070 | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39236 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VAUGHAN M MCRAE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6013669371 | PhoneNum |
| Signature | 2018-11-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL W CALHOUN CPA | PreparerPersonNm |
| PTIN | P00846500 | PTIN |
| Phone | 6019482924 | PhoneNum |
| Preparation | 2018-11-27 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.216.189.8 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-27 | IPDt |
| IP Tm | 12:45:57 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CFEF884BB942E33C8BDB9ADFEECFB6DDB352C58A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 878113FD3C84CB1B550D78C7E0FCAFF5DF2DA8E0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $28,623,358 | 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 | $3,346,841 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $163 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $163 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $226,676 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $226,667 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,596,959 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,359,067 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,598,739 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $88,165 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $36,384 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,258,804 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,861,953 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $33,550 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,387 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $25,163 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $4,789 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $825 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $3,964 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $184,522 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $184,522 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $522 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $509 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,934 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,780 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $8,154 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $22,658 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $5,659 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $26,239 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $6,560 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $19,679 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,748 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,748 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $226,704 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $207,674 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,087 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $514,666 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $417,916 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $75,795 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,935,042 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,934,937 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,449,708 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $417,916 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,010,732 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,809,096 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,444,037 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $856,516 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $620,337 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $620,337 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,171,366 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $22,764,153 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $27,410,390 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $27,410,390 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $615,289 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $22,658 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $515,000 | LandBOYAmt |
| Land EOY | $592,631 | LandEOYAmt |
| Land EOYFMV | $592,631 | LandEOYFMVAmt |
| Total Assets BOY | $25,307,035 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,623,358 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,623,358 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $18,494 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $18,494 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $25,288,541 | UnrestrictedBOYAmt |
| Unrestricted EOY | $28,623,358 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,288,541 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,623,358 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,307,035 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,623,358 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,288,541 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,809,096 | ExcessRevenueOverExpensesAmt |
| Other Increases | $525,721 | OtherIncreasesAmt |
| Subtotal | $28,623,358 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $28,623,358 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - CS ITHAKA | $3,665,968 | $2,528,458 | $1,137,510 | $1,137,510 | |||
| PUBLICLY TRADED SECURITIES - CS INVESTMENTS | $1,444,525 | $1,099,150 | $345,375 | $345,375 | |||
| TCM MPS LTD TERMINATION | $453,605 | $750,000 | -$296,395 | -$296,395 | P | 2013-11-01 | 2017-07-20 |
| WEATHERLOW OFFSHORE FUND I TERMINATION | $393,490 | $350,000 | $43,490 | $43,490 | P | 2014-02-03 | 2017-12-31 |
| SEC 1231 / CAPITAL GAINS/(LOSSES) FROM PASS THROUGHS | $1,288,684 | $1,288,684 | $1,288,684 | P | |||
| CAPITAL GAINS DIVIDENDS | $80,075 | $80,075 | $80,075 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,598,739 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,861,778 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $23,976,876 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.077649 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,684,097 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $24,574,267 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.109224 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,762,400 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $24,243,065 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.072697 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,364,609 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $23,449,904 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.143481 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,509,359 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $22,826,427 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.066123 | DistributionYr5Rt |
| Total Distribution | 0.469174 | TotalDistributionRt |
| Average Distribution | 0.093835 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $25,792,409 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,420,231 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $24,440 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,444,671 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,010,732 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $24,440 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,440 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,440 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,642 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $35,642 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $71 | EsPenaltyAmt |
| Overpayment | $11,131 | OverpaymentAmt |
| Applied To ES Tax | $11,131 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RENEE D HOLM CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6013669371 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 MEADOWBROOK RD 16 | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39206 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| VAUGHAN W MCRAE | ||||||||
| PO BOX 13070 | JACKSON | MS | 39236 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| SUSAN MCRAE SHANOR | ||||||||
| PO BOX 13070 | JACKSON | MS | 39236 | VICE-PRESIDENT | 0.50 | $0 | $0 | $0 |
| RICHARD D MCRAE JR | ||||||||
| PO BOX 13070 | JACKSON | MS | 39236 | SECRETARY | 0.50 | $0 | $0 | $0 |
| RENEE D HOLM | ||||||||
| PO BOX 13070 | JACKSON | MS | 39236 | EXECUTIVE DIRECTOR | 16.00 | $33,550 | $0 | $1,608 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ARNERICH MASSENA AND ASSOCIATES | |||||
| 2045 NE MARTIN LUTHER KING JR BLVD | PORTLAND | OR | 97212 | INVESTMENT ADVISORS | $82,000 |
| CHARTWELL CONSULTING | |||||
| 34 PARK ST | MONTCLAIR | NJ | 07042 | INVESTMENT CONSULTING | $77,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $24,482,978 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,086,941 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $615,268 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,185,187 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $26,185,187 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $392,778 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,792,409 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,289,620 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,289,620 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,440 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $3,077 | IncomeTaxAmt |
| Total Tax | $27,517 | TotalTaxAmt |
| Distributable Before Adj | $1,262,103 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,262,103 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,262,103 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,010,732 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,010,732 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $24,440 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,986,292 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,262,103 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $82,864 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,259,419 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $569,485 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,498,886 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $659,391 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,070,045 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,010,732 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,262,103 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,748,629 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,818,674 | 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 | $82,864 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,735,810 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,259,419 | ExcessFromYear4Amt |
| Excess From Year3 | $569,485 | ExcessFromYear3Amt |
| Excess From Year2 | $1,498,886 | ExcessFromYear2Amt |
| Excess From Year1 | $659,391 | ExcessFromYear1Amt |
| Excess From Current Year | $1,748,629 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DONATIONS FROM PASSTHROUGH ENTITIES | |||||||
| VARIOUS | VARIOUS | VA | 99999 | NONE | PC | UNKNOWN | $104 |
| LESS DONATIONS RELATED TO UBTI FROM PASSTHROUGH ENTITIES | |||||||
| VARIOUS | VARIOUS | VA | 99999 | NONE | PC | UNKNOWN | -$5 |
| AMERICAN GUILD OF ORGANISTS | |||||||
| 216 ASHCOT CIRCLE | JACKSON | MS | 39211 | NONE | PC | SEASON SPONSORSHIP | $250 |
| AMERICAN RED CROSS | |||||||
| 4127 WESTSIDE DR | TUPELO | MS | 38801 | NONE | PC | PROVIDE EMERGENCY SERVICES TO VICTIMS OF NATURAL DISASTERS | $25,000 |
| BADDOUR CENTER THE | |||||||
| 3297 HIGHWAY 51 SOUTH | SENATOBIA | MS | 38668 | NONE | PC | TRIP SPONSORSHIP FOR MENTALLY CHALLENGED ADULTS | $16,000 |
| BETHLEHEM CENTER THE | |||||||
| PO BOX 3522 | JACKSON | MS | 39207 | NONE | PC | MINISTRY TO INTER-CITY FAMILIES & CHILDREN | $12,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 855 RIVERSIDE DRIVE | JACKSON | MS | 39202 | NONE | PC | SCOUTREACH PROGRAM FOR INNER CITY CHILDREN | $10,000 |
| CAMP TWIN LAKES INC | |||||||
| 600 MEANS STREET SUITE 110 | ATLANTA | GA | 30318 | NONE | PC | CAMP SPONSORSHIP FOR MENTALLY CHALLENGED CHILDREN | $20,000 |
| CENTER FOR VIOLENCE PREVENTION THE | |||||||
| PO BOX 6279 | PEARL | MS | 39288 | NONE | PC | MINISTRY TO ABUSED LADIES & CHILDREN | $12,000 |
| COMMUNITY FOUNDATION OF GREATER JACKSON | |||||||
| 525 EAST CAPITOL ST STE 5B | JACKSON | MS | 39201 | NONE | PC | MS BOOK FESTIVAL | $25,000 |
| CREATIVE MISSISSIPPI | |||||||
| 3 PIERCE COVE | JACKSON | MS | 39211 | NONE | PC | MISSISSIPPI BICENTIENNIAL FILM PROJECT | $25,000 |
| CURREY INGRAM ACADEMY | |||||||
| 6544 MURRAY LANE | BRENTWOOD | TN | 37027 | NONE | PC | GENERAL OPERATING FUND | $50,000 |
| EMORY UNIVERSITY SCHOOL OF LAW | |||||||
| 1762 CLIFTON ROAD SUITE 1400 | ATLANTA | GA | 30322 | NONE | PC | VOLUNTEER LAW CLINIC FOR VETERANS | $25,000 |
| EMORY UNIVERSITY SCHOOL OF LAW | |||||||
| 1762 CLIFTON ROAD SUITE 1400 | ATLANTA | GA | 30322 | NONE | PC | JOHN LEWIS PROFESSORSHIP IN CIVIL RIGHTS AND SOCIAL JUSTICE | $25,000 |
| EUDORA WELTY FOUNDATION | |||||||
| PO BOX 55685 | JACKSON | MS | 39296 | NONE | PC | PRESERVATION OF EUDORA WELTY PROPERTY | $25,000 |
| EXPONENT PHILANTHROPY | |||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | NONE | PC | ENHANCE PROGRAMS FOR SMALL FOUNDATIONS | $750 |
| EXTRA TABLE | |||||||
| PO BOX 17318 | HATTIESBURG | MS | 39404 | NONE | PC | HELP IN COLLECTION OF FOOD FOR THE HUNGRY | $25,000 |
| FONDREN RENAISSANCE FOUNDATION | |||||||
| 3318 NORTH STATE STREET | JACKSON | MS | 39216 | NONE | PC | COMMUNITY PRESERVATION AND EVENTS | $1,000 |
| FRENCH CAMP ACADEMY | |||||||
| 1 FINE PLACE | FRENCH CAMP | MS | 39745 | NONE | PC | ANNUAL FUND | $1,000 |
| GALLOWAY UNITED METHODIST CHURCH | |||||||
| 305 N CONGRESS STREET | JACKSON | MS | 39201 | NONE | PC | AFRICA UNIVERSITY SCHOLARSHIP FUND | $50,000 |
| GALLOWAY UNITED METHODIST CHURCH | |||||||
| 305 N CONGRESS STREET | JACKSON | MS | 39201 | NONE | PC | GENERAL CHURCH BUDGET | $52,000 |
| GATEWAY RESCUE MISSION | |||||||
| PO BOX 3763 | JACKSON | MS | 39207 | NONE | PC | ASSISTANCE TO HOMELESS PEOPLES | $12,000 |
| GEORGIAFIRST ROBOTICS | |||||||
| 880 MARIETTA HWY SUITE 630-203 | ROSWELL | GA | 30075 | NONE | PC | SUPPORT OF GEORGIA STUDENT PARTICIPATION IN ROBOTICS PROGRAM | $5,000 |
| JACKSON ROTARY CLUB CHARITIES | |||||||
| PO BOX 9933 | JACKSON | MS | 39286 | NONE | PC | COLLEGE SCHOLARSHIPS | $20,000 |
| JIM HILL HIGH SCHOOL SCIENCE DEPARTMENT | |||||||
| 2185 FORTUNE ST | JACKSON | MS | 39204 | NONE | NC | SCIENCE DEPARTMENT SUPPLIES | $2,000 |
| MCCALLIE SCHOOL | |||||||
| 500 DODDS AVENUE | CHATTANOOGA | TN | 37404 | NONE | PC | SCHOLARSHIP FUND & SCIENCE TECHNOLOGY BUILDING | $100,000 |
| MILLSAPS COLLEGE | |||||||
| 1701 NORTH STATE STREET | JACKSON | MS | 39210 | NONE | PC | CHRISTIAN CENTER RENOVATIONS | $933,333 |
| MIRACLE LEAGUE OF CENTRAL MISSISSIPPI | |||||||
| PO BOX 5301 | BRANDON | MS | 39047 | NONE | PC | CONSTRUCTION OF HANDICAPPED ACCESSIBLE BASEBALL FIELD | $115,000 |
| MISSISSIPPI CHILDREN'S MUSEUM | |||||||
| PO BOX 55409 | JACKSON | MS | 39296 | NONE | PC | ERIC CARLE EXHIBIT | $10,000 |
| MISSISSIPPI CHORUS | |||||||
| PO BOX 13407 | JACKSON | MS | 39236 | NONE | PC | CHOIR TOUR SPONSORSHIP | $1,000 |
| MISSISSIPPI COLLEGE SCHOOL OF LAW | |||||||
| BOX 4005 | CLINTON | MS | 39058 | NONE | PC | ENDOWMENT FOR DEAN OF SCHOOL OF LAW | $150,000 |
| MISSISSIPPI FISH AND WILDLIFE FOUNDATION | |||||||
| PO BOX 10 | STONEVILLE | MS | 38776 | NONE | PC | WILDLIFE CONSERVATION IN MISSISSIPPI | $10,000 |
| MISSISSIPPI FOOD NETWORK | |||||||
| PO BOX 411 | JACKSON | MS | 39205 | NONE | PC | PROVIDE FOOD TO HUNGRY AND NEEDY PEOPLE | $10,000 |
| MISSISSIPPI GIRLCHOIR | |||||||
| 3318 NORTH STATE STREET | JACKSON | MS | 39216 | NONE | PC | CHOIR TOUR SPONSORSHIP | $1,000 |
| MISSISSIPPI KIDNEY FOUNDATION INC | |||||||
| 3000 OLD CANTON ROAD | JACKSON | MS | 39216 | NONE | PC | EVENT SPONSORSHIP | $1,400 |
| MISSISSIPPI OPERA | |||||||
| PO BOX 1551 | JACKSON | MS | 39215 | NONE | PC | PROMOTE OPERA APPRECIATION | $1,000 |
| MISSISSIPPI STATE MEDICAL ASSOCIATION FOUNDATION | |||||||
| PO BOX 2548 | RIDGELAND | MS | 39158 | NONE | PC | UNIV OF MS MEDICAL SCHOOL RURAL PHYSICIANS SCHOLARSHIP | $30,000 |
| MISSISSIPPI SYMPHONY ORCHESTRA | |||||||
| PO BOX 2052 | JACKSON | MS | 39225 | NONE | PC | CONCERT SPONSORSHIP | $50,000 |
| MURRAH HIGH SCHOOL MUSTANG CONCERT CHOIR | |||||||
| 1400 MURRAH DRIVE | JACKSON | MS | 39202 | NONE | NC | CHOIR CONCERT TOUR | $20,000 |
| NASHVILLE BALLET | |||||||
| 3630 REDMON STREET | NASHVILLE | TN | 37209 | NONE | PC | FUNDRAISING EVENT SPONSORSHIP | $50,000 |
| NASHVILLE ZOO | |||||||
| 3777 NOLANSVILLE PIKE | NASHVILLE | TN | 37211 | NONE | PC | ANDEAN BEAR VIEWING EXHIBIT | $50,000 |
| NATCHEZ CHILDREN'S HOME | |||||||
| 806 N UNION STREET | NATCHEZ | MS | 39121 | NONE | PC | PROVIDE HOUSING FOR DISPLACED CHILDREN | $3,000 |
| NEW STAGE THEATRE | |||||||
| 1100 CARLISLE STREET | JACKSON | MS | 39202 | NONE | PC | CONCERT SPONSORSHIP & EDUCATION PROGRAM SUPPORT | $50,000 |
| OPERATION SHOESTRING | |||||||
| PO BOX 11223 | JACKSON | MS | 39283 | NONE | PC | MINISTRY TO INTER-CITY FAMILIES & CHILDREN | $74,000 |
| PISGAH LEGAL SERVICES | |||||||
| PO BOX 2276 | ASHEVILLE | NC | 28802 | NONE | PC | PROVIDE LEGAL SERVICES FOR LOW-INCOME PEOPLE OF NORTH CAROLINA | $25,000 |
| RON CLARK ACADEMY | |||||||
| 228 MARGARET STREET | ATLANTA | GA | 30315 | NONE | PC | TEACHER TRAINING | $18,000 |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | PC | PROVIDE EMERGENCY SERVICES TO VICTIMS OF NATURAL DISASTERS | $25,000 |
| SOCCER IN THE STREETS | |||||||
| 3845 GREEN INDUSTRIAL WAY | ATLANTA | GA | 30341 | NONE | PC | ANTI-CRIME AND DRUG PROGRAMS IN INNER CITY | $5,000 |
| SOCIETY OF ST ANDREW | |||||||
| PO BOX 5362 | JACKSON | MS | 39296 | NONE | PC | HELP IN COLLECTION OF FOOD FOR THE HUNGRY | $10,000 |
| SOCIETY RIDGE MISSIONARY BAPTIST CHURCH | |||||||
| 3506 GREENS CROSSING RD | JACKSON | MS | 39209 | NONE | PC | CHURCH BUILDING FUND | $10,000 |
| ST ANDREW'S EPISCOPAL SCHOOL | |||||||
| 370 OLD AGENCY ROAD | RIDGELAND | MS | 39157 | NONE | PC | SCIENCE BUILDING AND ANNUAL CAPITAL CAMPAIGN | $50,000 |
| ST DOMINIC HEALTH SERVICES FOUNDATION | |||||||
| 969 LAKELAND DRIVE | JACKSON | MS | 39216 | NONE | PC | EMERGENCY ROOM RENOVATIONS | $50,000 |
| STEWPOT COMMUNITY SERVICES | |||||||
| 1100 WEST CAPITOL STREET | JACKSON | MS | 39203 | NONE | PC | ASSISTANCE TO HOMELESS PEOPLES | $110,000 |
| UNIVERSITY OF MS MEDICAL CENTER | |||||||
| 2500 NORTH STATE STREET | JACKSON | MS | 39216 | NONE | PC | CHILDREN'S HOSPITAL CONSTRUCTION | $100,000 |
| UNIVERSITY OF NORTH CAROLINA ASHEVILLE FOUNDATION INC | |||||||
| 1 UNIVERSITY HEIGHTS | ASHEVILLE | NC | 28804 | NONE | PC | UNRESTRICTED FUNDS FOR UNIVERSITY | $25,000 |
| UNIVERSITY OF THE SOUTH | |||||||
| 735 UNIVERSITY AVENUE | SEWANEE | TN | 37383 | NONE | PC | UNIVERSITY EXCELLENCE FUND | $100,000 |
| UNIVERSITY PRESS OF MISSISSIPPI | |||||||
| 3825 RIDGEWOOD ROAD | JACKSON | MS | 39211 | NONE | PC | INTERNSHIP SPONSORSHIP | $5,000 |
| USA INTERNATIONAL BALLET COMPETITION | |||||||
| PO BOX 3696 | JACKSON | MS | 39207 | NONE | PC | COMPETITION SPONSORSHIP | $6,000 |
| VOICE OF CALVARY MINISTRIES THE | |||||||
| 1065 PECAN PARK CIRCLE | JACKSON | MS | 39209 | NONE | PC | MINISTRY TO INTER-CITY FAMILIES & CHILDREN | $12,000 |
| YMCA OF WESTERN NORTH CAROLINA | |||||||
| 53 ASHELAND AVE STE 105 | ASHEVILLE | NC | 28801 | NONE | PC | ANNUAL FUND & CAMP WATIA | $275,000 |
| GOODWILL INDUSTRIES OF MISSISSIPPI | |||||||
| 104 EAST STATE ST | RIDGELAND | MS | 39157 | NONE | PC | DONATION OF VARIOUS PERSONAL HOUSEHOLD ITEMS | $10,105 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,934,937 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| GALLOWAY UNITED METHODIST CHURCH | ||||||||
| 305 N CONGRESS STREET | JACKSON | MS | 39201 | NONE | PC | GENERAL CHURCH MINISTRY | $208,000 | |
| HINDS COMMUNITY COLLEGE | ||||||||
| PO BOX 1100 | RAYMOND | MS | 39154 | NONE | PC | SCHOLARSHIP FUND | $60,000 | |
| JACKSON ROTARY CLUB CHARITIES | ||||||||
| PO BOX 3907 | JACKSON | MS | 39207 | NONE | PC | COLLEGE SCHOLARSHIPS | $64,000 | |
| MILLSAPS COLLEGE | ||||||||
| 1701 NORTH STATE STREET | JACKSON | MS | 39210 | NONE | PC | CHRISTIAN CENTER RENOVATIONS | $1,666,667 | |
| MISSISSIPPI SYMPHONY ORCHESTRA | ||||||||
| PO BOX 2052 | JACKSON | MS | 39225 | NONE | PC | CONCERT SERIES SPONSORSHIP | $150,000 | |
| OPERATION SHOESTRING | ||||||||
| PO BOX 11223 | JACKSON | MS | 39283 | NONE | PC | BUILDING IMPROVEMENTS | $100,000 | |
| RON CLARK ACADEMY | ||||||||
| 228 MARGARET STREET | ATLANTA | GA | 30315 | NONE | PC | CAPITAL CAMPAIGN | $500,000 | |
| ST DOMINIC HEALTH SERVICES FOUNDATION | ||||||||
| 969 LAKELAND DRIVE | JACKSON | MS | 39216 | NONE | PC | EMERGENCY ROOM EXPANSION | $200,000 | |
| STEWPOT COMMUNITY SERVICES | ||||||||
| 1100 WEST CAPITOL STREET | JACKSON | MS | 39203 | NONE | PC | OPPORTUNITY CENTER | $150,000 | |
| UNIVERSITY PRESS OF MISSISSIPPI | ||||||||
| 3825 RIDGEWOOD ROAD00 NORTH STATE | JACKSON | MS | 39211 | NONE | PC | INTERNSHIPS | $20,000 | STREET |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,118,667 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $163 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900000 | BusinessCd |
| Unrelated Business Taxbl Incm | $9 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $226,667 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900000 | BusinessCd |
| Unrelated Business Taxbl Incm | $26,964 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,384 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$356 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,598,739 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $23,393 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $26,617 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,885,346 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,911,963 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| RICHARD D MCRAE CHARITABLE LEAD ANNUITY TRUST | |||||||
| 1 | PO BOX 13070 | JACKSON | MS | 39236 | $993,556 | Yes (X) | |
| ESTATE OF RICHARD D MCRAE | |||||||
| 2 | PO BOX 13070 | JACKSON | MS | 39236 | $2,319,762 | Yes (X) | |
| ESTATE OF RICHARD D MCRAE | |||||||
| 3 | PO BOX 13070 | JACKSON | MS | 39236 | $33,522 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | VARIOUS HOUSEHOLD ITEMS, ARTWORK, CARS, & FURNISHINGS (VALUES PER ESTATE APPRAISAL DATED 12/15/16) | $144,873 | 2017-03-22 |
| 2 | 17,250 SH MET WEST HIGH YIELD BOND FUND40,432.411 SH VANGUARD SHORT TERM INV GRADE FUND | $598,356 | 2017-08-02 |
| 2 | VARIOUS CORPORATE STOCKS (FMV AT DATE OF DEATH) | $1,576,533 | 2018-01-02 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|
| OFFICE CONDOMINIUM | 2016-09-03 | $515,000 | SL | 39.000000000000 | $17,062 | $0 |
| ARTWORK | 2017-03-22 | $28,950 | SL | 7.000000000000 | $2,068 | $0 |
| 1998 BENTLEY | 2017-03-22 | $27,500 | NC | 5.000000000000 | $0 | $0 |
| 2005 LEXUS | 2017-03-22 | $12,000 | SL | 5.000000000000 | $1,200 | $0 |
| OFFICE EQUIPMENT | 2017-03-22 | $1,200 | SL | 5.000000000000 | $120 | $0 |
| OFFICE FURNISHINGS | 2017-03-22 | $10,023 | SL | 7.000000000000 | $716 | $0 |
| OFFICE FURNITURE | 2017-03-22 | $20,595 | SL | 7.000000000000 | $1,471 | $0 |
| PASSTHROUGH FROM BPEA | 2017-07-15 | $21 | SL | 7.000000000000 | $21 | $0 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 2009 MERCEDES S550V | 2016-09 | DONATED | 2017-04 | $24,000 | $0 | |
| VAN DEN HEUVEL CARRIAGE | 2016-09 | DONATED | 2017-05 | $8,000 | $0 | |
| HORSE LEATHER LEADS, HALTERS, & ACCESSORIES | 2016-09 | DONATED | 2017-05 | $720 | $0 | -$1,780 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (51 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BRANDYWINE GLOBAL UNCONSTRAINED BD FUND | FMV | $668,846 | $668,846 |
| METROPOLITAN WEST HIGH YOELD BOND FUND | FMV | $167,670 | $167,670 |
| VANGUARD SHORT TERM INVESTMENT GRADE FUND | FMV | $289,072 | $289,072 |
| ARTISAN INTERNATIONAL VALUE FUND | FMV | $879,004 | $879,004 |
| GRANDEUR PEAK EMERGING MARKETS OPPORTUNY FUND | FMV | $647,768 | $647,768 |
| GRANDEUR PEAK INTERNATIONAL OPP FUND | FMV | $282,853 | $282,853 |
| JOHCM INTERNATIONAL SELECT FUND | FMV | $989,186 | $989,186 |
| PIMCO ALL ASSETS FUND | FMV | $476,384 | $476,384 |
| VANGUARD HEALTH CARE FUND | FMV | $440,255 | $440,255 |
| VANGUARD MID CAP INDEX FUND | FMV | $645,108 | $645,108 |
| VANGUARD 500 INDEX FUND | FMV | $2,808,831 | $2,808,831 |
| WESTWOOD SMALL CAP VALUE FUND | FMV | $383,131 | $383,131 |
| 3 X 5 SPECIAL OPPORTUNITY FUND, LP | FMV | $1,470,457 | $1,470,457 |
| 3 X 5 RIVERVEST FUND II, LP | FMV | $1,531,157 | $1,531,157 |
| ABBOTT CAPITAL PRIVATE EQUITY FUND III, LP | FMV | $12,449 | $12,449 |
| ACCUMETRICS MEDICAL INVESTORS II | FMV | $2,337 | $2,337 |
| ACCUMETRICS MEDICAL INVESTORS IV | FMV | $8,687 | $8,687 |
| AACP DEBT INVESTORS, LP | FMV | $256,666 | $256,666 |
| AACP TAX EXEMPT INVESTORS II, LP | FMV | $1,032,738 | $1,032,738 |
| AACP TAX EXEMPT INVESTORS IV, LP | FMV | $336,203 | $336,203 |
| ADP INVESTORS II, LLC | FMV | $620,052 | $620,052 |
| BERENS AFRICAN DEVELOPMENT PARTNERS LP | FMV | $326,537 | $326,537 |
| BERENS GLOBAL FUND | FMV | $1,398,348 | $1,398,348 |
| BPEA LIFE SCIENCES FUND I, LP | FMV | $275,161 | $275,161 |
| CASTINE OFFSHORE FUND LTD | FMV | $645,800 | $645,800 |
| CONCOURSE CAPITAL OFFSHORE FUND LP | FMV | $784,659 | $784,659 |
| EUCLIDSR PARTNERS, LP | FMV | $18,077 | $18,077 |
| FISHPEOPLE INVESTORS, LLC | FMV | $138,453 | $138,453 |
| KEYHAVEN CAPITAL PARTNERS II | FMV | $128,722 | $128,722 |
| MORRISON STREET DEBT OPPORTUNITY FUND | FMV | $819,463 | $819,463 |
| MUDRICK DISTRESSED OPPORTUNITY FUND (OFFSHORE) | FMV | $927,357 | $927,357 |
| OAK HILL CAPITAL PARTNERS II | FMV | $43,611 | $43,611 |
| OAK HILL CAPITAL PARTNERS III | FMV | $740,190 | $740,190 |
| OAK HILL CAPITAL PARTNERS IV | FMV | $88,332 | $88,332 |
| OHA EUROPEAN STRATEGIC OPPORTUNITY FUND, LP | FMV | $157,484 | $157,484 |
| RIMROCK STRUCTURED PRODUCT FUND | FMV | $813,322 | $813,322 |
| RUBICON INVESTORS, LLC | FMV | $429,446 | $429,446 |
| SENTAKU INVESTORS LLC | FMV | $4,972 | $4,972 |
| SIGHTLINE OPPORTUNITY MANAGEMENT FUND II, LP | FMV | $433,365 | $433,365 |
| TECHNOLOGY PARTNERS, LLC | FMV | $110,170 | $110,170 |
| TCM MPS LTD. SPC | FMV | $45,361 | $45,361 |
| TRF FEEDER FUND (CAYMAN) LP | FMV | $756,119 | $756,119 |
| TRYTON MEDICAL INVESTORS LLC | FMV | $605,778 | $605,778 |
| US WATER AND LAND, LP | FMV | $348,907 | $348,907 |
| VAPOTHERM INVESTORS, LLC | FMV | $456,885 | $456,885 |
| VENTURE INVESTMENT PARTNERS V, LP | FMV | $336,135 | $336,135 |
| VIA ENERGY LP | FMV | $220,980 | $220,980 |
| WAM-PAA, LP | FMV | $1,255,351 | $1,255,351 |
| WATER PROPERTY INVESTOR, LP | FMV | $984,502 | $984,502 |
| WEATHERLOW OFFSHORE FUND I, LP | FMV | $39,349 | $39,349 |
| ZERO MASS WATER INVESTORS LLC | FMV | $128,700 | $128,700 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| OFFICE CONDOMINIUM | $515,000 | $17,062 | $497,938 | $497,938 |
| ARTWORK | $28,950 | $2,068 | $26,882 | $26,882 |
| 1998 BENTLEY | $27,500 | $0 | $27,500 | $27,500 |
| 2005 LEXUS | $12,000 | $1,200 | $10,800 | $10,800 |
| OFFICE EQUIPMENT | $1,200 | $120 | $1,080 | $1,080 |
| OFFICE FURNISHINGS | $10,023 | $716 | $9,307 | $9,307 |
| OFFICE FURNITURE | $20,595 | $1,471 | $19,124 | $19,124 |
| PASSTHROUGH FROM BPEA | $21 | $21 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUTOMOBILE EXPENSE | $1,986 | $0 | $1,986 |
| BANK FEES | $9 | $9 | $0 |
| DUES | $490 | $123 | $367 |
| INSURANCE | $7,401 | $0 | $7,401 |
| POSTAGE | $549 | $0 | $549 |
| OFFICE EXPENSE | $9,567 | $4,784 | $4,784 |
| PENALTIES | $69 | $0 | $0 |
| SEC 59(2) EXPENSE - FROM PASSTHROUGHS | $2,344 | $68 | $0 |
| NON DEDUCTIBLE EXPENSES - FROM PASSTHROUGHS | $339 | $0 | $0 |
| PORTFOLIO DEDUCTIONS FROM PASSTHROUGHS | $202,881 | $202,682 | $0 |
| ROYALTY EXPENSE FROM PASSTHROUGHS | $1,069 | $8 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ORDINARY INCOME FROM PASSTHROUGHS | -$19,451 | -$18,245 | -$19,451 |
| PORTFOLIO INCOME FROM PASSTHROUGHS | $43,645 | $43,243 | $43,645 |
| RENTAL INCOME FROM PASSTHROUGHS | $37,840 | $10,943 | $37,840 |
| ROYALTY INCOME FROM PASSTHROUGHS | $894 | $87 | $894 |
| OTHER MISCELLANEOUS INCOME | $25,098 | $0 | $25,098 |
| CANCELLATION OF DEBT INCOME | $64 | $0 | $64 |
| MISCELLANEOUS NON-TAXABLE INCOME FROM PASSTHROUGHS | $75 | $0 | $75 |
| SEC 1231 / CAPITAL GAIN (LOSS) FROM PASSTHROUGH | $0 | $356 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION (LOSS) ON ASSETS | Desc |
| Amt | $525,721 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OAK HILL CAPITAL PARTNERS IV | Desc |
| BOY Book Value | $18,494 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ARNERICH MASSENA & ASSOCIATES - INVESTMENT SERVICES | $82,000 | $82,000 | $0 |
| THE ITHAKA GROUP - INVESTMENT SERVICES | $3,220 | $3,220 | $0 |
| MORRISON STREET CAPITAL - INVESTMENT SERVICES | $16,500 | $16,500 | $0 |
| CHARTWELL CONSULTING - INVESTMENT CONSULTING SERVICES | $82,802 | $82,802 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| RICHARD D MCRAE CHARITABLE LEAD ANNUITY TRUST | |||
| PO BOX 13070 | JACKSON | MS | 39236 |
| ESTATE OF RICHARD D MCRAE | |||
| PO BOX 13070 | JACKSON | MS | 39236 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES - FROM PASSTHROUGHS | $1,062 | $1,062 | $0 |
| PROPERTY TAXES | $10,872 | $2,718 | $8,154 |
Comments