LEXINGTON FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LEXINGTON FOUNDATION (EIN 64-0912814)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-06-12
- IRS object ID
- 201811639349100401
- Schema version
- 2017v2.2
- 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
- Accounting Fees Schedule
- Investments Land Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-12T06:03:05-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 640683684 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORSBORN SUTPHEN & ONEAL PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 515 | AddressLine1Txt |
| City | GREENWOOD | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 389350515 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 640912814 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Lexington Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEXI | BusinessNameControlTxt |
| Phone | 6628342488 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 445 | AddressLine1Txt |
| City | Lexington | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39095 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Katherine Barrett Riley | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2018-06-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | F Marshall Sutphen Sr | PreparerPersonNm |
| PTIN | P00293343 | PTIN |
| Phone | 6624534175 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,064,331 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $218,038 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $48 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $48 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $48 | InterestOnSavingsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $80,700 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $80,700 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $80,700 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $24,676 | NetRentalIncomeOrLossAmt |
| Other Income Rev And Expnss | $2,728 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $301,514 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $80,748 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $80,748 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $600 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $300 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $300 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $4,800 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $2,400 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,400 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,885 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,442 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,443 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $600 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $300 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $300 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $56,140 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $56,082 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $58 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $71,025 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $63,524 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,501 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $281,529 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $281,529 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $352,554 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $63,524 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $289,030 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$51,040 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,224 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $80,748 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $101,199 | CashBOYAmt |
| Cash EOY | $84,822 | CashEOYAmt |
| Cash EOYFMV | $84,822 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,753 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,753 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,753 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $9,500 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $11,500 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $9,500 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $9,500 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,454,995 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $443,179 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,044,378 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,011,816 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $966,256 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $2 | OtherAssetsBOYAmt |
| Total Assets BOY | $1,160,832 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,109,891 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,064,331 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $199 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $298 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $199 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $298 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,160,633 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,109,593 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,160,633 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,109,593 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,160,832 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,109,891 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,160,633 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$51,040 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,109,593 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,109,593 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $273,826 | AdjustedQlfyDistriYr1Amt |
| Adjusted Qlfy Distri Yr2 | $112,968 | AdjustedQlfyDistriYr2Amt |
| Adjusted Qlfy Distri Yr3 | $262,227 | AdjustedQlfyDistriYr3Amt |
| Adjusted Qlfy Distri Yr4 | $185,063 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $420,994 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.43959 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $212,809 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $195,055 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.09102 | DistributionYr5Rt |
| Total Distribution | 1.530606 | TotalDistributionRt |
| Average Distribution | 0.306121 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $104,670 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $32,042 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $172 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $32,214 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $289,030 | 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 | $172 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $172 | SubtotalAmt |
| Tax Based On Investment Income | $172 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $172 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marie Thomas | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6628342488 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 445 | AddressLine1Txt |
| City | Lexington | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39095 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| Matthew L Riley | ||||||
| 222 Pine Street | Lexington | MS | 39095 | Secretary/Treas | 0.50 | $0 |
| Katherine Barrett Riley | ||||||
| 222 Pine Street | Lexington | MS | 39095 | President | 0.50 | $0 |
| Sally Barrett Williamson | ||||||
| P O Box 445 | Lexington | MS | 39095 | Director | 0.50 | $0 |
| Carolyn S Myrick | ||||||
| P O Box 445 | Lexington | MS | 39095 | Exec Director | 10.00 | $600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Individual School Ministries-Direct Help to be used in their outreach ministry | Description1Txt |
| Expenses1 | $29,297 | Expenses1Amt |
| Description2 | Schools to be used in Scholarships & Tuition Assistance | Description2Txt |
| Expenses2 | $57,654 | Expenses2Amt |
| Description3 | Other private foundations that provide financial aid to educational institutions. | Description3Txt |
| Expenses3 | $68,000 | Expenses3Amt |
| Description4 | Municipalities- Historic Military Service Recognition - Milton Olive Day | Description4Txt |
| Expenses4 | $73,467 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $96,764 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,500 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $106,264 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $106,264 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,594 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $104,670 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,234 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,234 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $172 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $172 | TotalTaxAmt |
| Distributable Before Adj | $5,062 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,062 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,062 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $289,030 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $289,030 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $172 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $288,858 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,062 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $203,625 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $165,528 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $262,227 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $112,968 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $273,826 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,018,174 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $289,030 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,062 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $283,968 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,302,142 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $203,625 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,098,517 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $165,528 | ExcessFromYear4Amt |
| Excess From Year3 | $262,227 | ExcessFromYear3Amt |
| Excess From Year2 | $112,968 | ExcessFromYear2Amt |
| Excess From Year1 | $273,826 | ExcessFromYear1Amt |
| Excess From Current Year | $283,968 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Recipient Email AddressRecipientEmailAddressTxt | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|---|
| Central Holmes Foundation for Excel | ||||||||
| P O Box 14 | Lexington | MS | 39095 | 0000000000 | Various | Written Request | None | Tuition Assistance |
| Various | ||||||||
| Various | Lexington | MS | 39095 | 0000000000 | NA | Written Request | None | None |
| Various | ||||||||
| Various | Lexington | MS | 39095 | 0000000000 | NA | Written Request | None | None |
| Central Holmes Christian School | ||||||||
| 130 Robert E Lee Drive | Lexington | MS | 39095 | 0000000000 | NA | Written Request | None | Tuition Assistance |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Financial Aid to Various Local Chur | |||||||
| Various | Lexington | MS | 39095 | No Relationship | NC | Financial aid to outreach ministries | $600 |
| Scholarships | |||||||
| Various | Lexington | MS | 39095 | No Relationship | GOV | Financial aid to students in need of financial help | $57,654 |
| Financial Aid to School Ministries | |||||||
| Various | Lexington | MS | 39095 | No Relationship | NC | Financial aid to support school outreach programs | $29,297 |
| Financial Aid to Families in Crisis | |||||||
| Various | Lexington | MS | 39095 | No Relationship | I | Financial Aid to Families in financial crisis | $16,162 |
| Central Holmes Foundation for Excel | |||||||
| P O Box 14 | Lexington | MS | 39095 | No Relationship | PF | Assistance to Educational Institutions | $68,000 |
| Central Holmes Christian School-ABE | |||||||
| 130 Robert E Lee Drive | Lexington | MS | 39095 | No Relationship | NC | Tuition Assistance | $20,716 |
| Various Local Charities | |||||||
| Various | Lexington | MS | 39095 | No Relationship | NC | Financial Aid | $15,633 |
| Milton Olive Recognition Day | |||||||
| Various | Lexington | MS | 39095 | No Relationship | NC | Memorial Statue-Milton Olive | $73,467 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $281,529 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Exclusion | $48 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $24,676 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Recovery | Desc |
| Related Or Exempt Function Incm | $2,728 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $24,724 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,728 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,452 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (10 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Don Nancy Barrett | ||||||
| 1 | 100 Chestnut Street | Lexington | MS | 39095 | $137,480 | Yes (X) |
| First United Methodist Church | ||||||
| 2 | P O Box 157 | Lexington | MS | 39095 | $5,000 | Yes (X) |
| Fred Clark | ||||||
| 3 | 2005 Baxter Avenue | Greenwood | MS | 38930 | $5,000 | Yes (X) |
| Joseph Foran | ||||||
| 4 | 5400 Lyndon B Johnson Fwy | Dallas | TX | 75240 | $6,000 | Yes (X) |
| Lester Fant | ||||||
| 5 | 5031 Lowell Street NW | Washington | DC | 20016 | $5,000 | Yes (X) |
| Hellar Goldenburg | ||||||
| 6 | 2227 S State Route 157 | Edwardsville | IL | 62025 | $5,000 | Yes (X) |
| John Nau | ||||||
| 7 | P O Box 130130 | Houston | TX | 77219 | $5,000 | Yes (X) |
| Jonathan Cuno | ||||||
| 8 | 647 East Capital Street | Washington | DC | 20003 | $5,000 | Yes (X) |
| Thomas Peaster | ||||||
| 9 | 107 Highland Hills | Flora | MS | 39071 | $10,000 | Yes (X) |
| Holmes County MS BOS | ||||||
| 10 | P O Box 239 | Lexington | MS | 39095 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $8,885 | Amt |
| Net Investment Income | $4,442 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,443 | DisbursementsCharitablePrpsAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $3,223 | $3,223 | ||
| Buildings | $681,515 | $360,063 | $321,452 | $791,969 |
| Improvements | $673,818 | $79,893 | $593,925 | $68,971 |
| Land | $96,439 | $96,439 | $105,316 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank Charges | $24 | $12 | $12 |
| Fees | $8 | $4 | $4 |
| Postage | $84 | $42 | $42 |
| Rental Expenses | $56,024 | $56,024 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Recovery | Desc |
| Revenue And Expenses Per Books | $2,728 | RevenueAndExpensesPerBooksAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| Don Nancy Barrett | |||
| 100 Chestnut Street | Lexington | MS | 39095 |
| First United Methodist Church | |||
| P O Box 157 | Lexington | MS | 39095 |
| Fred Clark | |||
| 2005 Baxter Avenue | Greenwood | MS | 38930 |
| Joseph Foran | |||
| 5400 Lyndon B Johnson Fwy Ste 15 | Dallas | TX | 72540 |
| Lester Fant | |||
| 5031 Lowel Street NW | Washington | DC | 20016 |
| Hellar Goldenberg | |||
| 22275 State Route 157 | Edwardsville | IL | 62025 |
| John Nau | |||
| P O Box 130130 | Houston | TX | 77219 |
| Jonathan Cuno | |||
| 647 East Capital Street SE | Washington | DC | 20003 |
| Thomas Peaster | |||
| 107 Highland Hills | Flora | MS | 39071 |
| Holmes County MS BOS | |||
| P O Box 239 | Lexington | MS | 39095 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Payroll Taxes | CategoryTxt |
| Amt | $600 | Amt |
| Net Investment Income | $300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $300 | DisbursementsCharitablePrpsAmt |
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