MISSISSIPPI STATE UNIVERSITY DONOR ADVISED FUND PROGRAM: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MISSISSIPPI STATE UNIVERSITY DONOR ADVISED FUND PROGRAM (EIN 64-0929055)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-11-10
- IRS object ID
- 201603159349100985
- Schema version
- 2015v2.1
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-10T16:10:28-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 E Capitol Street Ste 500 | AddressLine1Txt |
| City | Jackson | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 392012190 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 640929055 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mississippi State University Donor Advised | BusinessNameLine1Txt |
| Business Name Line2 | Fund Program | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DAVID D EASLEY | InCareOfNm |
| Business Name Control | MISS | BusinessNameControlTxt |
| Phone | 6623257000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 6149 | AddressLine1Txt |
| City | Mississippi State | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 397626149 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID D EASLEY | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6623258842 | PhoneNum |
| Signature | 2016-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Donna W Bruce CPA | PreparerPersonNm |
| PTIN | P00283153 | PTIN |
| Phone | 6019486700 | PhoneNum |
| Preparation | 2016-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,151,073 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $37,048 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $514 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $514 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $17,132 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,132 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$13,243 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $267,748 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,102 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $41,451 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $32,748 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $7,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,175 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,171 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $14,596 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $235,260 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $235,260 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $249,856 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $235,260 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$208,405 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,748 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,175,646 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $82,922 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $82,922 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $45 | AcctRcvblBOYAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $843,151 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $843,151 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $300,000 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $300,000 | LandBOYAmt |
| Land EOY | $300,000 | LandEOYAmt |
| Land EOYFMV | $225,000 | LandEOYFMVAmt |
| Total Assets BOY | $1,475,691 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,226,073 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,151,073 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,475,691 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,225,073 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,475,691 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,225,073 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,475,691 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,226,073 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,475,691 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$208,405 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,267,286 | SubtotalAmt |
| Other Decreases | $42,213 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,225,073 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 414.466 PIMCO LOW DURATION A | 2012-07-09 | 2015-08-25 | $4,107 | $4,360 | -$253 | -$253 |
| 12704.252 PIMCO LOW DURATION A | 2013-01-15 | 2015-08-25 | $125,893 | $133,522 | -$7,629 | -$7,629 |
| 10091.473 PIMCO LOW DURATION A | 2013-01-15 | 2015-09-14 | $100,000 | $106,061 | -$6,061 | -$6,061 |
| 441.000 EXXON MOBIL CORP | 2005-08-03 | 2015-11-04 | $37,748 | $8,703 | $29,045 | $29,045 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,102 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $494,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,546,157 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.319825 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $205,770 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $965,006 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.213232 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,701,093 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,409,156 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.207172 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $860,892 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,975,633 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.435755 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $105,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,113,491 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.094298 | DistributionYr5Rt |
| Total Distribution | 2.270282 | TotalDistributionRt |
| Average Distribution | 0.454056 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,171,609 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $531,976 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $327 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $532,303 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $235,260 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $655 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $655 | SubtotalAmt |
| Tax Based On Investment Income | $655 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $18 | EsPenaltyAmt |
| Tax Due | $673 | 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 |
| 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 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID D EASLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6623257000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HUNTER HENRY CENTER | AddressLine1Txt |
| City | Mississippi State | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39762 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| Earnie Deavenport | ||||||||
| PO Box 6149 | Mississippi State | MS | 397626149 | President | 1.0 | $0 | $0 | $0 |
| Lex Taylor | ||||||||
| PO Box 6149 | Mississippi State | MS | 397626149 | Treasurer | 1.0 | $0 | $0 | $0 |
| David D Easley | ||||||||
| PO Box 6149 | Mississippi State | MS | 397626149 | Chief Financial Officer | 1.0 | $0 | $0 | $0 |
| John P Rush | ||||||||
| PO Box 6149 | Mississippi State | MS | 397626149 | Chief Executive Officer | 1.0 | $0 | $0 | $0 |
| Jack McCarty | ||||||||
| PO Box 6149 | Mississippi State | MS | 397626149 | Secretary | 1.0 | $0 | $0 | $0 |
| D Hines Brannan | ||||||||
| PO Box 6149 | Mississippi State | MS | 397626149 | Vice-President | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $883,266 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $81,185 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $225,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,189,451 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,189,451 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,842 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,171,609 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $58,580 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $58,580 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $655 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $655 | TotalTaxAmt |
| Distributable Before Adj | $57,925 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $57,925 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $57,925 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $235,260 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $235,260 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $235,260 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $57,925 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $49,371 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $762,266 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,631,449 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $157,672 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $417,963 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,018,721 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $235,260 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $57,925 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $177,335 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,196,056 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $49,371 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,146,685 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $762,266 | ExcessFromYear4Amt |
| Excess From Year3 | $1,631,449 | ExcessFromYear3Amt |
| Excess From Year2 | $157,672 | ExcessFromYear2Amt |
| Excess From Year1 | $417,963 | ExcessFromYear1Amt |
| Excess From Current Year | $177,335 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| 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 | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Mississippi State University Foundation | |||||||
| PO Box 6149 | Mississippi State | MS | 397626149 | None | PC | To provide funds for learning/scholarships, service and research | $212,260 |
| Southern Methodist Universtiy Foundation | |||||||
| PO Box 750305 | Dallas | TX | 75275 | None | PC | To provide funds for learning/scholarships, service and research | $20,000 |
| LLANO JUNIOR STOCK SHOW | |||||||
| PO BOX 118 | LLANO | TX | 78643 | NONE | PC | TO PROVIDE FUNDS FOR LEARNING/SCHOLARSHIPS, SERVICE AND RESEARCH | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $235,260 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,646 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$13,244 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,402 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,402 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Randy J Cleveland | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 810 Houston Street | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $37,048 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | EXXON MOBIL STOCK | NoncashPropertyDesc |
| Fair Market Value | $37,048 | FairMarketValueAmt |
| Received | 2015-11-02 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,250 | Amt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $843,151 | BookValueAmt |
| EOYFMV | $843,151 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN FUND BALANCE | $955 |
| UNREALIZED GAIN/LOSS | $41,258 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | R/E ADMIN FEES | Desc |
| Revenue And Expenses Per Books | $1,171 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO MSU FOUNDATION | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,000 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| REAL ESTATE TAXES | $5,401 |
| INCOME TAXES | $774 |
Comments