BETA

THE T H ETHERIDGE TRUST: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
THE T H ETHERIDGE TRUST (EIN 64-6207047)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-14
IRS object ID
201831349349103193
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-14T14:40:52-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN640414329PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HADDOX REID EUBANK BETTS PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1188 EAST CAPITOL STREET STE 500AddressLine1Txt
CityJACKSONCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39201ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN646207047EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1T H ETHERIDGE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTHETBusinessNameControlTxt
Phone6014209343PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE LITTLE CREEK ROADAddressLine1Txt
CityJACKSONCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39232ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTAM H ETHERIDGEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6014209343PhoneNum
Signature2018-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAN F LEWIS CPAPreparerPersonNm
PTINP00904894PTIN
Phone6019482924PhoneNum
Preparation2018-05-10PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,373,617FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,411,914ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$48,100DividendsRevAndExpnssAmt
Dividends Net Invst Incm$48,100DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$101,884NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$335,229GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$101,884CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,561,898TotalRevAndExpnssAmt
Total Net Invst Incm$149,984TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$13,154TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,813OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,778OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$16,967TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,778TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$235,650ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$235,650ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$252,617TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,778TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$235,650TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,309,281ExcessRevenueOverExpensesAmt
Net Investment Income$146,206NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$35,033CashBOYAmt
Cash EOY$79,706CashEOYAmt
Cash EOYFMV$79,706CashEOYFMVAmt
Other Investments BOY$2,770,800OtherInvestmentsBOYAmt
Other Investments EOY$4,035,408OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,293,911OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,805,833TotalAssetsBOYAmt
Total Assets EOY$4,115,114TotalAssetsEOYAmt
Total Assets EOYFMV$5,373,617TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$2,805,833CapitalStockBOYAmt
Capital Stock EOY$4,115,114CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,805,833TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,115,114TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,805,833TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,115,114TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,805,833TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,309,281ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,115,114SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,115,114TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
CAPITAL GAIN DISTRIBUTIONSP$58,791$58,791$58,791
VANGUARD S&P 500 ETFP$276,438$43,093$43,093$233,345
FieldValueIRS element (for citing)
Capital Gain Net Income$101,884CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$224,997AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,821,857NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.079734DistributionYr1Rt
Adjusted Qlfy Distri Yr2$233,954AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,567,158NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.091133DistributionYr2Rt
Adjusted Qlfy Distri Yr3$87,490AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,166,063NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.040391DistributionYr3Rt
Adjusted Qlfy Distri Yr4$70,275AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,807,007NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.038890DistributionYr4Rt
Adjusted Qlfy Distri Yr5$57,166AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,375,399NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.041563DistributionYr5Rt
Total Distribution0.291711TotalDistributionRt
Average Distribution0.058342AverageDistributionRt
Net Vl Noncharitable Assets$3,776,346NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$220,320AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,462NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$221,782AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$235,650QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,462InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,462SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,462TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,520EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$7,520TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$6,058OverpaymentAmt
Applied To ES Tax$6,058AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMSOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksHADDOX REID EUBANK BETTS PLLCIndividualWithBooksNm
Phone6019482924PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1ONE JACKSON PLACE SUITE 500AddressLine1Txt
CityJACKSONCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39225ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
TAM H ETHERIDGE
ONE LITTLE CREEK ROADJACKSONMS39232TRUSTEE0.00$0$0$0
NORA JANE ETHERIDGE
ONE LITTLE CREEK ROADJACKSONMS39232TRUSTEE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,801,034AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$32,820AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,833,854TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,833,854AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$57,508CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,776,346NetVlNoncharitableAssetsAmt
Minimum Investment Return$188,817MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$188,817MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,462TaxBasedOnInvestmentIncomeAmt
Total Tax$1,462TotalTaxAmt
Distributable Before Adj$187,355DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$187,355DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$187,355DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$235,650ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$235,650QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,462PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$234,188AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$187,355DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$4,256ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$98,910ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$103,166TotalExcessDistributionCyovAmt
Qualifying Distributions$235,650QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$187,355AppliedToCurrentYearAmt
Remaining Distri From Corpus$48,295RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$151,461TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$151,461ExcessDistriCyovToNextYrAmt
Excess From Year2$4,256ExcessFromYear2Amt
Excess From Year1$98,910ExcessFromYear1Amt
Excess From Current Year$48,295ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerTAM H ETHERIDGEContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonWALTER S WEEMSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO DRAWER 119AddressLine1Txt
CityJACKSONCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39205ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6019606863RecipientPhoneNum
Form And Info And MaterialsLETTER OUTLINING REASON FOR NEEDFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ASSOCIATION OF NAVAL AVIATION
6551 LOISDALE COURT SUITE 222SPRINGFIELDVA22150PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$250
ASSOCIATION OF THE US NAVY
3601 EISENHOWER AVENUE SUITE 110ALEXANDRIAVA22304PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$150
BLAIR E BATSON CHILDREN'S HOSPITAL
2500 NORTH STATE STREETJACKSONMS39216PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$750
BOOKFRIENDS - UNIVERSITY PRESS OF MISSISSIPPI
3825 RIDGEWOOD ROADJACKSONMS39211PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$250
CALVARY BAPTIST CHURCH
4109 OLD ROBINSON ROADLOUISVILLEMS39339PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$500
COMMUNITY FOUNDATION OF GREATER JACKSON
525 EAST CAPITOL STREETJACKSONMS39201PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$500
COOPERATIVE BAPTIST FELLOWSHIP
2930 FLOWERS ROAD SOUTH STE 133ATLANTAGA30341PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$500
DELTA WATERFOWL
PO BOX 3128BISMARCKND58502PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$250
EAST CENTRAL COMMUNITY COLLEGE
PO BOX 129DECATURMS39327PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$500
EUDORA WELTY FOUNDATION
PO BOX 55685JACKSONMS39296PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$1,000
FELLOWSHIP OF CHRISTIAN ATHLETES
PO BOX 6177JACKSONMS39288PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$250
FRENCH CAMP ACADEMY
1 FINE PLACEFRENCH CAMPMS39745PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$250
HABITAT FOR HUMANITY
PO BOX 55634JACKSONMS39296PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$1,000
HERITAGE FOUNDATION
PO BOX 07057WASHINGTONDC20090PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$750
HOOVER INSTITUTE
434 GALVEZ MALLSTANFORDCA94305PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$500
HOSPICE MINISTRIES
450 TOWNE CENTER BLVDRIDGELANDMS39157PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$250
INTERNATIONAL BALLET COMPETITION
PO BOX 3696JACKSONMS39207PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$2,000
JUVENILE DIABETES FOUNDATION
2630 SOUTHERLAND STREETJACKSONMS39216PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$150
MAGNOLIA SPEECH SCHOOL
733 NORTH FLAG CHAPEL ROADJACKSONMS39209PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$2,000
MAYO CLINIC
200 FIRST STREET SWROCHESTERMN55902PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$2,000
METROPOLITAN MUSEUM OF ART
PO BOX 5228NEW YORKNY10277PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$200
MISSISSIPPI OPERA GUILD
PO BOX 1551JACKSONMS39215PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$200
MS BAPTIST HEALTH SYSTEMS
PO BOX 2002JACKSONMS39215PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$750
MS CENTER FOR PUBLIC POLICY
520 GEORGE STREETJACKSONMS39216PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$1,500
MS HERITAGE TRUST
PO BOX 577JACKSONMS39202PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$250
MS MUSEUM OF ART
380 LAMAR STREETJACKSONMS39201PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$1,750
MS SOCIETY FOR DISABILITIES
PO BOX 4958JACKSONMS39296PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$200
MS SYMPHONY
PO BOX 2052JACKSONMS39225PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$25,000
MSU FUND FOR EXCELLENCE
PO BOX 6149MS STATEMS39762PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$500
MUSTARD SEED
1085 LUCKNEY ROADFLOWOODMS39232PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$500
NATIONAL WWII MUSEUM
PO BOX 97336WASHINGTONDC20090PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$250
NAVAL AVIATION MUSEUM FOUNDATION
PO BOX 33104NAS PENSACOLAFL32508PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$2,500
NAVAL HISTORICAL FOUNDATION
PO BOX 15304WASHINGTONDC20003PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$250
NEWSTAGE THEATRE
PO BOX 4792JACKSONMS39296PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$750
NORTHMINSTER BAPTIST CHURCH
3955 RIDGEWOOD ROADJACKSONMS39211PUBLICCHORAL INTERNSHIP DONATION$1,500
NORTHMINSTER BAPTIST CHURCH
3955 RIDGEWOOD ROADJACKSONMS39211PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$21,000
PALMER HOME FOR CHILDREN
PO BOX 746COLUMBUSMS39703PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$150,000
PINEY WOODS SCHOOL
5096 HIGHWAY 49 SOUTHPINEY WOODSMS39148PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$250
ST ANDREWS EPISCOPAL SCHOOL
370 OLD AGENCY ROADRIDGELANDMS39157PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$3,000
STEWPOT
1100 WEST CAPITOL STREETJACKSONMS39203PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$1,000
THE FIELD
75 MAIDEN LANE SUITE 906NEW YORKNY10038PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$1,000
THE NAVIGATOR
PO BOX 6000COLORADO SPRINGSCO80934PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$250
TRINITY BAPTIST CHURCH
208 OAK HILL DRIVECARTHAGEMS39051PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$500
WAKE FOREST UNIVERSITY
PO BOX 7227WINSTON SALEMNC27109PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$7,500
WILDLIFE MISSISSIPPI
PO BOX 10STONEVILLEMS38776PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$500
WILSON RESEARCH FOUNDATION
1350 EAST WOODROW WILSON AVENUEJACKSONMS39216PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$500
YOUNGLIFE
PO BOX 520COLORADO SPRINGSCO80901PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$235,650TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$48,100ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$101,884ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$149,984ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$149,984TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

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 Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1TAM H ETHERIDGEBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11 LITTLE CREEK ROADAddressLine1Txt
CityJACKSONCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39232ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,411,914TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (23 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1994 SHS PAYPAL STOCK$73,5562017-12-21
1994 SHS EBAY STOCK$37,7032017-12-21
1213 SHS BIOGEN STOCK$71,0292017-12-21
1160 SHS BLACKROCK STOCK$82,3282017-12-21
1451 SHS JOHNSON AND JOHNSON STOCK$63,6632017-12-21
1987 SHS ZOETIS STOCK$71,7652017-12-21
11,100 SHS COCA-COLA STOCK$50,6882017-12-21
1598 SHS WALT DISNEY CO. STOCK$65,5952017-12-21
1297 SHS CME GROUP INC. STOCK$44,3842017-12-21
1690 SHS RED HAT INC STOCK$84,1802017-12-21
1619 SHS HOME DEPOT STOCK$115,9452017-12-21
1106 SHS BIOVERATIV INC STOCK$5,6932017-12-21
1920 SHS MICROSOFT CORP STOCK$78,6782017-12-21
1475 SHS APPLE INC STOCK$82,8162017-12-21
1560 RYANAIR HOLDNGS STOCK$59,8362017-12-21
11,591 SHS SAMPO OYJ SERIES ADR STOCK$43,1402017-12-21
11,494 SHS VALEO S.A. ADR STOCK$55,1062017-12-21
1902 SHS RYOHIN KEIKAKU CO. LTD ADR STOCK$56,3662017-12-21
1348 SHS DAIKIN INDUSTRIES LTD. ADR STOCK$81,8912017-12-21
15,986 SHS FERGUSON PLC ADR STOCK$43,5182017-12-21
1530 SHS SAP SE ADR STOCK$59,9752017-12-21
15,343 SHS ASSA ABLOY AD ADR STOCK$54,1782017-12-21
11,244 SHS WALMART DE MEXICO SAB DE CV ADR STOCK$29,8812017-12-21

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
STOCKS HELD AT CHARLES SCHWABAT COST$2,672,684$3,489,249
MUTUAL FUNDS HELD AT CHARLES SCHWABAT COST$1,058,334$1,451,585
ETFS HELD AT CHARLES SCHWABAT COST$304,390$353,077

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$3,778$3,778$0
PENALTIES$35$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$13,154Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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