DHM FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DHM FOUNDATION (EIN 83-2907092)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-02-08
- IRS object ID
- 202530399349100103
- Schema version
- 2024v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-08T15:42:40-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 621587083 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROWLAND & CARTER CPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7953 STAGE HILLS BLVD STE 110 | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 381334010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832907092 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DHM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DHMF | BusinessNameControlTxt |
| Phone | 6018985180 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 613 CRESCENT CIRCLE STE 100 | AddressLine1Txt |
| City | RIDGELAND | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39157 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GUY H WHITE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6018985180 | PhoneNum |
| Signature | 2025-01-25 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BENNY J CARTER | PreparerPersonNm |
| PTIN | P00521871 | PTIN |
| Phone | 9014323000 | PhoneNum |
| Preparation | 2025-02-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $902,900 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $17,313 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $109 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $109 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $109 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $23,427 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,427 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $23,427 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $58,452 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $132,249 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $58,452 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $99,301 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $81,988 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $23,536 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $1,510 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,510 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $36,510 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $62,791 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $81,988 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $23,536 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,867 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,397 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,397 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $585,030 | CorporateStockBOYAmt |
| Corporate Stock EOY | $654,291 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $896,503 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $597,897 | TotalAssetsBOYAmt |
| Total Assets EOY | $660,688 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $902,900 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $597,897 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $660,688 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $597,897 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $660,688 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $597,897 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $660,688 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $597,897 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $62,791 | ExcessRevenueOverExpensesAmt |
| Subtotal | $660,688 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $660,688 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PJLX JPMORGAN LIQUID ASSET | P | 2024-02-08 | $11,980 | $12,001 | -$21 | -$21 |
| PJLX JPMORGAN LIQUID ASSET | P | 2024-09-30 | $9,995 | $10,001 | -$6 | -$6 |
| WALMART | P | 2024-09-13 | $79,630 | $17,313 | $62,317 | $62,317 |
| WARNER BROS DISCOVERY | P | 2024-11-07 | $27,971 | $34,482 | -$6,511 | -$6,511 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $58,452 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,140 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,140 | SubtotalAmt |
| Tax Based On Investment Income | $1,140 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,580 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,580 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $440 | OverpaymentAmt |
| Applied To ES Tax | $440 | AppliedToESTaxAmt |
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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GUY H WHITE | IndividualWithBooksNm |
| Phone | 6018985180 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 613 CRESCENT CIRCLE SUITE 100 | AddressLine1Txt |
| City | RIDGELAND | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39157 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| GUY H WHITE | ||||||||
| 613 CRESCENT CIRCLE SUITE 100 | RIDGELAND | MS | 39157 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| ALLISON H WHITE | ||||||||
| 613 CRESCENT CIRCLE SUITE100 | RIDGELAND | MS | 39157 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| B B MITCHELL | ||||||||
| 613 CRESCENT CIRCLE STE 100 | RIDGELAND | MS | 39157 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| 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 | A 25,000 CONTRIBUTION WAS MADE TO OLE MISS ATHLETICS FOUNDATION WHICH IS DEDICATED TO THE MISSION OF A QUALITY EDUCATION FOR STUDENT ATHLETES. | Description1Txt |
| Description2 | A 7,500 CONTRIBUTION WAS MADE TO EMPOWER MS. WHICH IS DEDICATED TO THE MISSION OF A QUALITY EDUCATION FOR EVERY CHILD. | Description2Txt |
| Description3 | A 2,500 CONTRIBUTION WAS MADE TO CARNIVAL CHILDREN'S CHARITY INITIATIVE WHICH IS DEDICATED TO ASSISTING THOSE WHO IMPROVE THE QUALITY OF LIFE FOR CHILDREN THROUGHOUT THE COMMUNITY. | Description3Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $798,300 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,914 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $804,214 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $804,214 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,063 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $792,151 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,608 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,608 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,140 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,140 | TotalTaxAmt |
| Distributable Before Adj | $38,468 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $38,468 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $38,468 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $35,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $38,468 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $36,923 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $12,577 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $49,500 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $35,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $35,000 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $3,468 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,468 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $46,032 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $46,032 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $33,455 | ExcessFromYear4Amt |
| Excess From Year2 | $12,577 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GUY WHITE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| EMPOWERMENT MS FOUNDATION | ||||||
| 1000 NORTHPARK DR | RIDGELAND | MS | 39157 | EDCUATION DONATION | $7,500 | |
| OLE MISS ATHLETICS FOUNDATION | ||||||
| 100 COLISEUM LOOP | UNIVERSITY | MS | 38677 | EDUCATION DONATION | $25,000 | SUITE B |
| CARNIVAL CHILDREN'S CHARITY INITIAT | ||||||
| 4735 SPOTTSWOOD AVE | MEMPHIS | TN | 38117 | DONATION | $2,500 | SUITE 103 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $109 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $23,427 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $58,452 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $81,988 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $81,988 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | PROVIDES FUNDING FOR CHARITABLE ACTIVITIES |
| 4 | PROVIDES FUNDING FOR CHARITABLE ACTIVITIES |
| 8 | PROVIDES FUNDING FOR CHARITABLE ACTIVITIES |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | GUY WHITE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 613 CRESCENT CIRCLE STE 100 | AddressLine1Txt |
| City | RIDGELAND | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39157 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $17,313 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | WALMART | NoncashPropertyDesc |
| Fair Market Value | $79,630 | FairMarketValueAmt |
| Received | 2024-09-13 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALERIAN MPS | $35,683 | $72,240 |
| AMERICAN GLOBAL | $36,151 | $40,145 |
| CLEARBRIDGE SELECT | $42,452 | $74,776 |
| JP MORGAN | $120,478 | $120,468 |
| KOPERNIK GLOBAL | $135,168 | $130,484 |
| SECTOR ENERGY | $40,208 | $85,660 |
| VIEMED HEALTHCARE, INC. | $28,113 | $36,090 |
| WARNER BROS DISCOVERY, INC | ||
| AMERICAN INTL | $34,241 | $50,960 |
| OVINTIV INC | $35,485 | $40,500 |
| PAR TECHNOLOGY | $29,476 | $72,670 |
| PFIZER | $56,748 | $39,795 |
| TEXAS PACIFIC | $60,088 | $132,715 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PF TAX | CategoryTxt |
| Amt | $1,510 | Amt |
Comments