MISSISSIPPI POWER FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
MISSISSIPPI POWER FOUNDATION INC (EIN 72-1370746)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-15
IRS object ID
201701359349104370
Schema version
2016v3.0
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

FieldValueIRS element (for citing)
Return2017-05-15T16:23:40-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN201941244PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HORNE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11020 HIGHLAND COLONY PKWY STE 400AddressLine1Txt
CityRIDGELANDCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39157ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN721370746EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MISSISSIPPI POWER FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMISSBusinessNameControlTxt
Phone2288641211PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4079AddressLine1Txt
CityGULFPORTCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39502ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRODGER MEINZINGERPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone2288655925PhoneNum
Signature2017-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAMIE T WHITTINGTON CPAPreparerPersonNm
PTINP01082167PTIN
Phone6013261000PhoneNum
Preparation2017-05-09PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address68.216.176.67IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-05-12IPDt
IP Tm10:44:44IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdD27A7CC110C4FA5A367D931E1F529B1DD65FC52CAtSubmissionCreationDeviceId
At Submission Filing Device IdAC37D2947511652B41FB31E300783088FC550B9EAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$16,412,828FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$121,206ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$326,409DividendsRevAndExpnssAmt
Dividends Net Invst Incm$326,409DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$506,488NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$10,152,408GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$506,488CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$954,103TotalRevAndExpnssAmt
Total Net Invst Incm$832,897TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$149,760CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$59,904CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$89,856CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$19,058AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$9,529AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$9,529AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$4,390TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,390TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$9,123TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$9,123TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$0TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$204,661OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$154,722OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$49,939OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$386,992TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$237,668TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$149,324TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$546,470ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$546,470ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$933,462TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$237,668TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$695,794TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$20,641ExcessRevenueOverExpensesAmt
Net Investment Income$595,229NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$60,881CashBOYAmt
Cash EOY$128,936CashEOYAmt
Cash EOYFMV$128,936CashEOYFMVAmt
Sav And Temp Cash Invst BOY$222,117SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$519,475SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$519,475SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$2,184,151USGovernmentObligationsBOYAmt
US Government Obligations EOY$2,095,205USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$2,095,205USGovtObligationsEOYFMVAmt
Corporate Stock BOY$10,791,597CorporateStockBOYAmt
Corporate Stock EOY$11,161,757CorporateStockEOYAmt
Corporate Stock EOYFMV$11,161,757CorporateStockEOYFMVAmt
Other Investments BOY$2,916,565OtherInvestmentsBOYAmt
Other Investments EOY$2,469,423OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,469,423OtherInvestmentsEOYFMVAmt
Other Assets BOY$46,754OtherAssetsBOYAmt
Other Assets EOY$38,032OtherAssetsEOYAmt
Other Assets EOYFMV$38,032OtherAssetsEOYFMVAmt
Total Assets BOY$16,222,065TotalAssetsBOYAmt
Total Assets EOY$16,412,828TotalAssetsEOYAmt
Total Assets EOYFMV$16,412,828TotalAssetsEOYFMVAmt
Accounts Payable EOY$24,404AccountsPayableEOYAmt
Grants Payable BOY$700,000GrantsPayableBOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$2,803OtherLiabilitiesEOYAmt
Total Liabilities BOY$700,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$27,207TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$15,522,065UnrestrictedBOYAmt
Unrestricted EOY$16,385,621UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$15,522,065TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$16,385,621TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$16,222,065TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$16,412,828TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$15,522,065TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$20,641ExcessRevenueOverExpensesAmt
Other Increases$842,915OtherIncreasesAmt
Subtotal$16,385,621SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$16,385,621TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyHANCOCK BANK TRUST & ASSET MANAGEMENT ACCTPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2015-01-01AcquiredDt
Sold2016-12-31SoldDt
Gross Sales Price$10,152,408GrossSalesPriceAmt
Cost Or Other Basis$9,645,920CostOrOtherBasisAmt
Gain Or Loss$506,488GainOrLossAmt
Gains Minus Excess Or Losses$506,488GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$506,488CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,702,972AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$17,054,695NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.099854DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,248,082AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$18,567,919NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.067217DistributionYr2Rt
Adjusted Qlfy Distri Yr3$905,895AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$17,964,292NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.050428DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,311,821AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$17,563,660NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.131625DistributionYr4Rt
Adjusted Qlfy Distri Yr5$943,430AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$8,698,415NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.108460DistributionYr5Rt
Total Distribution0.457584TotalDistributionRt
Average Distribution0.091517AverageDistributionRt
Net Vl Noncharitable Assets$15,808,899NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,446,783AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$5,952NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,452,735AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$695,794QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$11,905InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$11,905SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$11,905TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,640EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$9,640TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$2,265TaxDueAmt

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 BooksMR RODGER MEINZINGERIndividualWithBooksNm
Phone2288655925PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4079AddressLine1Txt
CityGULFPORTCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39502ZIPCd
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
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
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 (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
NICOLE FAULK
PO BOX 4079GULFPORTMS395024079BOARD MEMBER0.00$0$0$0
SHERRY WESCOVICH
PO BOX 4079GULFPORTMS395024079BOARD MEMBER0.00$0$0$0
JOHN ATHERTON
PO BOX 4079GULFPORTMS395024079PRESIDENT0.00$0$0$0
RODGER MEINZINGER
PO BOX 4079GULFPORTMS395024079EXECUTIVE DIRECTOR64.00$149,760$0$0
MOSES FEAGIN
PO BOX 4079GULFPORTMS395024079TREASURER0.00$0$0$0
VICKI PIERCE
PO BOX 4079GULFPORTMS395024079BOARD MEMBER0.00$0$0$0
BILLY THORNTON
PO BOX 4079GULFPORTMS395024079SECRETARY0.00$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)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$15,889,575AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$160,069AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$16,049,644TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$16,049,644AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$240,745CashDeemedCharitableAmt
Net Vl Noncharitable Assets$15,808,899NetVlNoncharitableAssetsAmt
Minimum Investment Return$790,445MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$790,445MinimumInvestmentReturnAmt
Tax Based On Investment Income$11,905TaxBasedOnInvestmentIncomeAmt
Total Tax$11,905TotalTaxAmt
Distributable Before Adj$778,540DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$778,540DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$778,540DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$695,794ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$695,794QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$695,794AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$778,540DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$518,070ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,448,198ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$38,003ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$347,005ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$869,491ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,220,767TotalExcessDistributionCyovAmt
Qualifying Distributions$695,794QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$695,794AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$82,746ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$82,746ExcessDistributionCyovAppCYAmt
Total Corpus$3,138,021TotalCorpusAmt
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$435,324ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,702,697ExcessDistriCyovToNextYrAmt
Excess From Year4$1,448,198ExcessFromYear4Amt
Excess From Year3$38,003ExcessFromYear3Amt
Excess From Year2$347,005ExcessFromYear2Amt
Excess From Year1$869,491ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonRODGER MEINZINGERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4079AddressLine1Txt
CityGULFPORTCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39502ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2288655925RecipientPhoneNum
Form And Info And MaterialsSAME FORM AS USED AND SUBMITTED WITH PRIOR YEAR'S FORM 990-PF.FormAndInfoAndMaterialsTxt
Submission DeadlinesNO SUBMISSION DEADLINES.SubmissionDeadlinesTxt
Restrictions On AwardsAWARDS CANNOT BE GRANTED TO AN ORGANIZATION THAT IS NOT EITHER A TAX-EXEMPT ENTITY UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) OR A GOVERNMENT ENTITY. THE FUNDS CANNOT BE USED TO CARRY ON PROPAGANDA OR OTHERWISE ATTEMPT TO INFLUENCE LEGISLATION, TO INFLUENCE THE OUTCOME OF ANY SPECIFIC PUBLIC ELECTION OR TO CONDUCT, EITHER DIRECTLY OR INDIRECTLY, ANY VOTER REGISTRATION DRIVE, TO FUND A GRANT TO AN INDIVIDUAL, TO PURCHASE ELECTRIC APPLIANCES, INSTALL ATHLETIC FIELD LIGHTING, OR TO FUND ANY OTHER SIMILAR ACTIVITY WHICH WOULD PRODUCE A TANGIBLE ECONOMIC BENEFIT TO MISSISSIPPI POWER COMPANY, NOR CAN THE MISSISSIPPI POWER COMPANY OR MISSISSIPP POWER FOUNDATION RECEIVE TICKETS, A TABLE AT A BANQUET, OR ANY OTHER ITEM OF VALUE AS A RESULT OF THE CONTRIBUTION.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (124 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
4-H CLUB FOUNDATION OF MS
PO BOX 9601MISSISSIPPI STATEMS39762DONATION$10,000
ALCORN STATE UNIVERSITY FOUNDATION
1000 ASU DRIVELORMANMS39096DONATION - MERIDIAN ALUMNI CHAPTER SCHOLARSHIP COMMITTEE SUPPORT$1,000
AMERICAN ASSOCIATION OF BLACKS IN ENERGY
PO BOX 851675MOBILEAL36685DONATION$12,500
AMERICAN CANCER SOCIETY
417 SECURITY SQUAREGULFPORTMS39507DONATION- MERIDIAN RELAY FOR LIFE$5,000
AMERICAN CANCER SOCIETY
417 SECURITY SQUAREGULFPORTMS39507GULF COAST RELAY FOR LIFE$5,000
AMERICAN CANCER SOCIETY
417 SECURITY SQUAREGULFPORTMS39507DONATION$2,000
AMERICAN CANCER SOCIETY
417 SECURITY SQUAREGULFPORTMS39507DONATION - GULF COAST RELAY FOR LIFE$5,000
AMERICAN CANCER SOCIETY
417 SECURITY SQUAREGULFPORTMS39507DONATION - JONES COUNTY RELAY FOR LIFE$500
AMERICAN CANCER SOCIETY
417 SECURITY SQUAREGULFPORTMS39507DONATION - CLARKE COUNTY RELAY FOR LIFE$250
AMERICAN CANCER SOCIETY
417 SECURITY SQUAREGULFPORTMS39507DONATION - HANCOCK COUNTY RELAY FOR LIFE$1,000
AMERICAN CANCER SOCIETY
417 SECURITY SQUAREGULFPORTMS39507DONATION - SMITH COUNTY RELAY FOR LIFE$250
AMERICAN CANCER SOCIETY
417 SECURITY SQUAREGULFPORTMS39507DONATION - NEWTON COUNTY RELAY FOR LIFE$250
AMERICAN HEART ASSOCIATION
PO BOX 8272GULFPORTMS39506DONATION- SUPPORT HEART WALKS$10,000
AMERICAN HEART ASSOCIATION
PO BOX 8272GULFPORTMS39506DONATION - PINE BELT HEART BALL$1,250
AMERICAN HEART ASSOCIATION
PO BOX 8272GULFPORTMS39506DONATION - HEART WALK-JONES COUNTY$1,500
AMERICAN HEART ASSOCIATION
PO BOX 8272GULFPORTMS39506DONATION - MERIDIAN GO RED FOR WOMEN$1,000
AMERICAN HEART ASSOCIATION
PO BOX 8272GULFPORTMS39506DONATION-PINE BELT HEART BALL$250
AMERICAN LEGISLATIVE EXCHANGE COUNCIL
2900 CRYSTAL DR FL 6ARLINGTONVA22202DONATION-MISSISSIPPI CHAPTER$5,000
ASSOCIATION FOR EXCELLENCE IN EDUCATION
415 N MAGNOLIA STLAURELMS39440DONATION$500
AUBURN UNIVERSITY
317 S COLLEGE STREETAUBURNAL36849DONATION-MATCHING GIFT$2,250
BACOTMCCARTY FOUNDATION
PO BOX 1442PASCAGOULAMS395681442DONATION - SPONSORSHIP FOR EDUCATION SCHOLARSHIPS$1,500
BACOTMCCARTY FOUNDATION
PO BOX 1442PASCAGOULAMS395681442DONATION$500
BACOTMCCARTY FOUNDATION
PO BOX 1442PASCAGOULAMS395681442DONATION$1,000
BOY SCOUTS OF AMERICA
1318 HARDY STREETHATTIESBURGMS39401DONATION$3,000
BOYS AND GIRLS CLUB OF EAST MISSISSIPPI
PO BOX 4202MERIDIANMS39304DONATION$2,000
BOYS AND GIRLS CLUBS OF THE GULF COAST
11975-B SEAWAY ROADGULFPORTMS39503DONATION - FUNDRAISER$5,000
CASA OF HARRISON COUNTY
47 MAPLES DRGULFPORTMS39507DONATION$2,500
COASTAL CONSERVATION ASSOCIATIONMISSISSIPPI
109 S 27TH AVE STE 219HATTIESBURGMS39401DONATION$2,000
COMMUNITY FOUNDATION OF EAST MISSISSIPPI
PO BOX 865MERIDIANMS393020865DONATION$2,500
COMMUNITY FOUNDATION OF EAST MISSISSIPPI
PO BOX 865MERIDIANMS393020865DONATION$2,500
DISTINGUISHED YOUNG WOMEN - MISSISSIPPI
751 GOVERNMENT STREETMOBILEAL36602DONATION$1,000
DISTINGUISHED YOUNG WOMEN - MISSISSIPPI
751 GOVERNMENT STREETMOBILEAL36602DONATION$1,500
EAST MISSISSIPPI BUSINESS DEVELOPMENT FOUNDATION
1901 FRONT STMERIDIANMS39301DONATION - SUPPORT MISSISSIPPI SCHOLARS PROGRAM$500
EAST MISSISSIPPI BUSINESS DEVELOPMENT FOUNDATION
1901 FRONT STMERIDIANMS39301DONATION - MUSIC FESTIVAL$3,000
EAST MISSISSIPPI FOOTHILLS LAND TRUST
PO BOX 1608MERIDIANMS39302DONATION$5,000
EDUCATE SOCIAL & PUBLIC POLICY INC
PO BOX 358COMOMS38619DONATION$4,000
EXCEL BY 5 INC
140 ST JOHN AVENUEBILOXIMS39530DONATION$10,000
EXPLOSION OF EXCELLENCE
720 KREBS AVENUEPASCAGOULAMS39587DONATION - FOUNDER'S SCHOLARSHIP$1,000
FOUNDATION FOR EDUCATION & ECONOMIC DEVELOPMENT
1012 N WEST STJACKSONMS39202DONATION$2,000
GREATER BILOXI ECONOMIC DEVELOPMENT FOUNDATION
1636 POPPS FERRY ROADBILOXIMS39532DONATION - INVESTOR CAMPAIGN$700
GULF COAST COMMUNITY FOUNDATION
PO BOX 6883GULFPORTMS39502DONATION$3,000
GULFPORT HIGH SCHOOL
100 PERRY STGULFPORTMS39507DONATION - ROBOTICS$2,000
HABITAT FOR HUMANITY OF THE MISSISSIPPI GULF COAST
2214 34TH STGULFPORTMS39501DONATION$500
HABITAT FOR HUMANITY OF THE MISSISSIPPI GULF COAST
2214 34TH STGULFPORTMS39501DONATION$2,000
HANCOCK COUNTY COMMUNITY DEVELOPMENT FOUNDATION
112 COURT STBAY ST LOUISMS39521DONATION$5,000
HANCOCK COUNTY COMMUNITY DEVELOPMENT FOUNDATION
113 COURT STBAY ST LOUISMS39522DONATION - TEACHER APPRECIATION DINNER$1,000
HANCOCK COUNTY COMMUNITY DEVELOPMENT FOUNDATION
113 COURT STBAY ST LOUISMS39522DONATION$5,000
HANCOCK MEDICAL FOUNDATION
149 DRINKWATER BLVDBAY SAINT LOUISMS39520DONATION$300
HOPE VILLAGE FOR CHILDREN
2202 24TH STREETMERIDIANMS39301DONATION-RUN FOR HOPE$1,500
JIMMIE RODGERS FOUNDATION INC
1725 JIMMIE RODGERS DRIVEMERIDIANMS39307DONATION$500
JIMMIE RODGERS FOUNDATION INC
1725 JIMMIE RODGERS DRIVEMERIDIANMS39307DONATION$500
KEEP MISSISSIPPI BEAUTIFUL
208 KEY DRIVE STE BMADISONMS39110DONATION$2,500
KEMPER COUNTY IMPROVEMENT ORGANIZATION
749 MATTHEW JACKSON RDPRESTONMS393548916DONATION - MEALS ON WHEELS$500
LAND TRUST FOR THE MS COASTAL PLAIN
PO BOX 245BILOXIMS39533DONATION$10,000
LONGLEAF TRACE
PO BOX 15187HATTIESBURGMS39404DONATION$1,000
LYNN MEADOWS DISCOVERY CENTER
246 DOLAN AVEGULFPORTMS39507DONATION$5,000
MB SWAYZE EDUCATIONAL FOUNDATION
1300 STANDARD LIFE BUILDINGJACKSONMS39201DONATION$100
MAKE-A-WISH FOUNDATION OF MISSISSIPPI
576 HIGHLAND COLONY PARKWAY 120RIDGELANDMS39157DONATION - WALK FOR WISHES$500
MARITIME & SEAFOOD INDUSTRY MUSEUM INC
115 E 1ST STBILOXIMS39530DONATION - EDUCATIONAL OUTREACH$1,000
MERIDIAN COMMUNITY COLLEGE FOUNDATION
910 MISSISSIPPI 19MERIDIANMS39307DONATION - TUITION GUARANTEE$5,000
MERIDIAN COUNCIL FOR THE ARTS
PO BOX 1405MERIDIANMS39302DONATION - ART FOR MERIDIAN$500
MERIDIAN JUNIOR AUXILIARY INC
PO BOX 3194MERIDIANMS39301DONATION$500
MERIDIAN MUSEUM OF ART
PO BOX 5773MERIDIANMS39302DONATION$500
MERIDIAN SYMPHONY ASSOCIATION INC
PO BOX 2171MERIDIANMS39302DONATION$1,000
MISSISSIPPI ASSOCIATION OF COLLEGES
PO BOX 17280JACKSONMS39217DONATION$2,000
MISSISSIPPI CENTER FOR JUSTICE
PO BOX 1023JACKSONMS392151023DONATION-STEM PROGRAM$1,000
MISSISSIPPI COUNCIL ON ECONOMIC EDUCATION
PO BOX 23396JACKSONMS39225DONATION$1,750
MISSISSIPPI GULF COAST ALCORN STATE UNIVERSITY ALUMNI FOUNDATION
PO BOX 6798GULFPORTMS39506DONATION$1,000
MISSISSIPPI GULF COAST COMMUNITY COLLEGE FOUNDATION
PO BOX 548PERKINSTONMS39573DONATION-FOUNDATION MATCHING$1,000
MISSISSIPPI MUSEUM OF ART
380 S LAMAR STJACKSONMS39201DONATION$7,500
MISSISSIPPI NATURE CONSERVANCY
405 BRIARWOOD DRIVE STE 101JACKSONMS39206DONATION$15,000
MISSISSIPPI POWER COMMUNITY CONNECTION
PO BOX 4079GULFPORTMS39502DONATION$2,952
MISSISSIPPI SCIENCE TEACHERS ASSOCIATION
PO BOX 588POPLARVILLEMS394700588DONATION$1,500
MISSISSIPPI STATE UNIVERSITY FOUNDATION
PO BOX 6149MISSISSIPPI STATEMS39762DONATION-MATCHING GIFT$8,460
MISSISSIPPI STATE UNIVERSITY FOUNDATION
PO BOX 6149MISSISSIPPI STATEMS39762DONATION$16,000
MISSISSIPPI STATE UNIVERSITY FOUNDATION
PO BOX 6149MISSISSIPPI STATEMS39762DONATION$3,333
MISSISSIPPI STATE UNIVERSITY FOUNDATION
PO BOX 6149MISSISSIPPI STATEMS39762DONATION$8,000
MISSISSIPPI STATE UNIVERSITY FOUNDATION
PO BOX 6149MISSISSIPPI STATEMS39762DONATION-EDUCATIONAL MATCHING GIFT$33,900
MISSISSIPPI STATE UNIVERSITY FOUNDATION
PO BOX 6149MISSISSIPPI STATEMS39762DONATION-EDUCATIONAL MATCHING GIFT$41,040
MISSISSIPPI WILDLIFE FEDERATION
517 COBBLESTONE CTMADISONMS39110DONATION$5,000
NATIONAL AUDUBON SOCIETY INC
4316 FOREST PARK DRIVEJACKSONMS39211DONATION$30,000
NEWTON HISTORICAL & CULTURAL COMMISSION INC
110 PINEWOOD DRIVENEWTONMS393452922DONATION - MCELROY-HOYE HOUSE PROJECT$100
NEWTON THEATRE COMPANY INC
PO BOX 956NEWTONMS39345DONATION$500
NEWTON UNITED GIVERS FUND
PO BOX 301NEWTONMS39345DONATION$1,000
OHR-O'KEEFE MUSEUM OF ART
386 BEACH BLVDBILOXIMS39530DONATION$2,000
PARENTS FOR PUBLIC SCHOOLS OF MOSS POINT
PO BOX 9159MOSS POINTMS39562DONATION$500
PETAL EDUCATION FOUNDATION
PO BOX 948PETALMS39465DONATION-ROBOTICS PROGRAM$2,000
PICAYUNE SCHOOL DISTRICT
706 GOODYEAR BLVDPICAYUNEMS39466DONATION-ROBOTICS$2,000
RESILIENCE OF COASTAL KIDS
PO BOX 2684GULFPORTMS39505DONATION$500
ROBOTICS ALLIANCE OF MISSISSIPPI
16649 OLD RIVER RDVANCLEAVEMS39565DONATION-FIRST LEGO LEAGUE$5,000
ROTARY CHARITY TRUST FUND
PO BOX 143PASS CHRISTIANMS39571DONATION$250
SOUTHERN REGIONAL EDUCATIONAL SERVICE AGENCY
PO BOX 18859HATTIESBURGMS39404DONATION - BURTON SCHOLARSHIPS$30,000
ST PATRICK HIGH SCHOOL
18300 ST PATRICK RDBILOXIMS39532DONATION - ROBOTICS$2,000
STATE GAMES OF MISSISSIPPI INC
P O BOX 5866MERIDIANMS393025866DONATION$5,000
THE MONTGOMERY INSTITUTE
200 24TH AVE SMERIDIANMS39301DONATION$1,000
TOUGALOO COLLEGE
500 WEST COUNTY LINE ROADTOUGALOOMS39174DONATION - SCHOLARSHIPS$10,000
UNITED WAY FOR JACKSON & GEORGE COUNTIES
3510 MAGNOLIA STREETPASCAGOULAMS39567DONATION-CORPORATE MATCH$6,429
UNITED WAY FOR JACKSON & GEORGE COUNTIES
3510 MAGNOLIA STREETPASCAGOULAMS39567DONATION-CORPORATE MATCH$6,429
UNITED WAY FOR JACKSON & GEORGE COUNTIES
3510 MAGNOLIA STREETPASCAGOULAMS39567DONATION-CORPORATE MATCH$6,429
UNITED WAY OF EAST MISSISSIPPI
1205 22ND AVENUEMERIDIANMS39301DONATION-CORPORATE MATCH$6,034
UNITED WAY OF EAST MISSISSIPPI
1205 22ND AVENUEMERIDIANMS39301DONATION-CORPORATE MATCH$6,034
UNITED WAY OF EAST MISSISSIPPI
1205 22ND AVENUEMERIDIANMS39301DONATION - POWER OF THE PURSE-IMAGINATION LIBRARY$6,034
UNITED WAY OF SOUTH MISSISSIPPI
P O BOX 2128GULFPORTMS39505DONATION-CORPORATE MATCH$15,216
UNITED WAY OF SOUTH MISSISSIPPI
P O BOX 2128GULFPORTMS39505DONATION-CORPORATE MATCH$15,216
UNITED WAY OF SOUTH MISSISSIPPI
P O BOX 2128GULFPORTMS39505DONATION-CORPORATE MATCH$15,216
UNITED WAY OF SOUTHEAST MISSISSIPPI
P O BOX 1648HATTIESBURGMS394031648DONATION-CORPORATE MATCH$2,343
UNITED WAY OF SOUTHEAST MISSISSIPPI
P O BOX 1648HATTIESBURGMS394031648DONATION-CORPORATE MATCH$2,343
UNITED WAY OF SOUTHEAST MISSISSIPPI
P O BOX 1648HATTIESBURGMS394031648DONATION-CORPORATE MATCH$2,343
UNITED WAY OF THE PINE BELT REGION
PO BOX 2026LAURELMS39442DONATION-CORPORATE MATCH$1,018
UNITED WAY OF THE PINE BELT REGION
PO BOX 2026LAURELMS39442DONATION-CORPORATE MATCH$1,018
UNITED WAY OF THE PINE BELT REGION
PO BOX 2026LAURELMS39442DONATION-CORPORATE MATCH$1,018
UNIVERSITY OF ALABAMA - BIRMINGHAM
1720 2ND AVE SOUTHBIRMINGHAMAL35294DONATION - EDUCATIONAL MATCHING$100
UNIVERSITY OF ALABAMA
UNIVERSITY OF ALABAMATUSCALOOSAAL35487DONATION - EDUCATIONAL MATCHING GIFT$2,000
UNIVERSITY OF MISSISSIPPI FOUNDATION
UNIVERSITY AVENUEOXFORDMS38677DONATION-MATCHING$1,000
UNIVERSITY OF SOUTHERN MISSISSIPPI FOUNDATION
SS BOX 5043HATTIESBURGMS39406DONATION-BILL SMITH SCHOLARSHIP$5,000
UNIVERSITY OF SOUTHERN MISSISSIPPI FOUNDATION
SS BOX 5043HATTIESBURGMS39406DONATION - DUBARD SCHOOL SPEAKEASY$2,500
UNIVERSITY OF SOUTHERN MISSISSIPPI FOUNDATION
SS BOX 5043HATTIESBURGMS39406DONATION-MATCHING GIFT$500
UNIVERSITY OF SOUTHERN MISSISSIPPI FOUNDATION
SS BOX 5043HATTIESBURGMS39406DONATION$5,000
UNIVERSITY OF SOUTHERN MISSISSIPPI FOUNDATION
SS BOX 5043HATTIESBURGMS39406DONATION - EDUCATIONAL MATCHING$20,365
UNIVERSITY OF SOUTHERN MISSISSIPPI
118 COLLEGE DRIVE 5210HATTIESBURGMS394060001DONATION - BILL SMITH SCHOLARSHIP$1,000
WALTER ANDERSON MUSEUM OF ART INC
510 WASHINGTON AVENUEOCEAN SPRINGSMS39564DONATION$1,000
WEST HARRISON HIGH SCHOOL
10399 COUNTY FARM RDGULFPORTMS39503DONATION - ROBOTICS$2,000
WILD AT HEART RESCUE
16020 LARUE ROADVANCLEAVEMS39565DONATION$1,500
WOLF RIVER CONSERVATION SOCIETY INC
PO BOX 447PASS CHRISTIANMS39571DONATION$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$546,470TotalGrantOrContriPdDurYrAmt
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$326,409ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$506,488ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$832,897ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$832,897TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4THE EARNINGS FROM INVESTING HELP FUND GIFTS TO VARIOUS NONPROFITS.
8THE EARNINGS FROM INVESTING HELP FUND GIFTS TO VARIOUS NONPROFITS.

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 Line1MISSISSIPPI POWER COMPANYBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4079AddressLine1Txt
CityGULFPORTCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39502ZIPCd
FieldValueIRS element (for citing)
Total Contributions$121,206TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$19,058Amt
Net Investment Income$9,529NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$9,529DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITY SECURITIESStockNm
EOY Book Value$11,161,757EOYBookValueAmt
EOYFMV$11,161,757EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$2,095,205USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$2,095,205USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MORTGAGE-BACKED SECURITIESAT COST$557,322$557,322
CORPORATE DEBT SECURITIESAT COST$1,912,101$1,912,101

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INVESTMENT INCOME REC-H B$39,583$38,032$38,032
EXCISE TAXES RECEIVABLE$7,171$0$0

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DUES & SUBSCRIPTIONS$3,800$3,800$0$0
INVESTMENT FEES$70,920$70,920$0$0
OFFICE SUPPLIES$39$39$0$0
REIMBURSABLE SALARY EXPENSE$124,847$74,908$0$49,939
SOFTWARE MAINTENANCE$7,489$7,489$0$0
MISCELLANEOUS-$2,469-$2,469$0$0
BANK FEES$35$35$0$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED GAIN$142,915
ADJUSTMENT TO MULTI-YEAR GRANTS$700,000

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescEXCISE TAX PAYABLEDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$2,803EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$4,390Amt
Net Investment Income$4,390NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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