OAKWOOD FOUNDATION CHARITABLE TR: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- OAKWOOD FOUNDATION CHARITABLE TR (EIN 64-0858879)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201643209349102909
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T14:15:34-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 274080201 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5100 POPLAR AVENUE THIRTIETH FLOOR | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38137 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 640858879 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OAKWOOD FOUNDATION CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OAKW | BusinessNameControlTxt |
| Phone | 6018403322 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4200 | AddressLine1Txt |
| City | TUPELO | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 38803 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT E MCDADE | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6623213210 | PhoneNum |
| Signature | 2016-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LLOYD GRISSINGER | PreparerPersonNm |
| PTIN | P00634174 | PTIN |
| Phone | 9016855575 | PhoneNum |
| 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 | $13,181,324 | 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 | $11,116,139 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $863 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $863 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,830 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,830 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$115,163 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,000,976 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $11,010,669 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,693 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,710 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,710 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,135,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,135,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,153,210 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,135,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,857,459 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,693 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,323,865 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,181,324 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,181,324 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $5,323,865 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,181,324 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,181,324 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,323,865 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,181,324 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,323,865 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,181,324 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,323,865 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,181,324 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,323,865 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,857,459 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,181,324 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,181,324 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GENERAL MILLS | D | 2015-11-12 | 2015-11-13 | $1,448,438 | $1,452,433 | -$3,995 | -$3,995 |
| JOHNSON & JOHNSON | D | 2015-11-12 | 2015-11-13 | $1,780,531 | $1,784,806 | -$4,275 | -$4,275 |
| SANDY SPRING | D | 2015-11-12 | $1,835,020 | $1,853,554 | -$18,534 | -$18,534 | |
| SOUTH ST CORPORATION | D | 2015-11-12 | $2,466,655 | $2,523,948 | -$57,293 | -$57,293 | |
| SUNTRUST BANKS | D | 2015-11-12 | 2015-11-13 | $1,802,468 | $1,812,758 | -$10,290 | -$10,290 |
| WASTE MGMT INC | D | 2015-11-12 | 2015-11-13 | $1,667,864 | $1,688,640 | -$20,776 | -$20,776 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$115,163 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,504,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,887,166 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.425332 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,330,605 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,580,354 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.307453 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,928,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,180,081 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.547069 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,247,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,518,738 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.769560 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,536,250 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,047,311 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.626651 | DistributionYr5Rt |
| Total Distribution | 2.676065 | TotalDistributionRt |
| Average Distribution | 0.535213 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,113,805 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,877,827 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $97 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,877,924 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,135,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $194 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $194 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $194 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $194 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT E MCDADE JR | IndividualWithBooksNm |
| Phone | 6628403322 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4200 | AddressLine1Txt |
| City | TUPELO | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 388034200 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| JOHN R GRISHAM | ||||||||
| PO BOX 4200 | TUPELO | MS | 38803 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELIZABETH R GRISHAM | ||||||||
| PO BOX 4200 | TUPELO | MS | 38803 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROBERT E MCDADE | ||||||||
| PO BOX 4200 | TUPELO | MS | 38803 | FINANCIAL MANAGER | 15.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,252,594 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,252,594 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,252,594 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $138,789 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,113,805 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $455,690 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $455,690 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $194 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $194 | TotalTaxAmt |
| Distributable Before Adj | $455,496 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $455,496 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $455,496 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,135,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,135,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,135,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $455,496 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,333,897 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,971,075 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,569,000 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,951,607 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,209,658 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,035,237 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,135,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $455,496 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,680,004 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $16,715,241 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,333,897 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $14,381,344 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,971,075 | ExcessFromYear4Amt |
| Excess From Year3 | $3,569,000 | ExcessFromYear3Amt |
| Excess From Year2 | $1,951,607 | ExcessFromYear2Amt |
| Excess From Year1 | $2,209,658 | ExcessFromYear1Amt |
| Excess From Current Year | $2,680,004 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (67 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFICA LIGHTHOUSE BAPTIST TEMP | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| AHIP | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| BLUE RIDGE AREA FOOD BANK | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $25,000 |
| BOYS & GIRLS CLUB OF CENTRAL VA | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| BUILDING GOODNESS FOUNDATION | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $287,000 |
| CAMP HOLIDAY TRAILS | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| CHARLOTTESVILLE FREE CLINIC | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $10,000 |
| CHARLOTTESVILLE TOMORROW | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $15,000 |
| CHARLOTTESVILLE-ALBEMARLE SPCA | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLECHARITABLE | $5,000 |
| CHEETAH CONSERVATION FUND | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| CONQUER CHIARI - WALK ACROSS AMERICA | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| COVE PRESBYTERIAN CHURCH | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $25,000 |
| COVERVILLE CHILD DEVELOPMENT CENTER | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| EUL HILL | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| FOCUSED ULTRASOUND FOUNDATION | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $100,000 |
| GARDEN CLUB OF VIRGINIA | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| GEORGIA'S HEALING HOME | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| GLOBAL ENCOURAGERS MINISTRIES | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $7,500 |
| GLOBAL YOUTH BASEBALL FEDERATION | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| HELP ME SEE | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $50,000 |
| HOSPICE OF THE PIEDMONT | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| INNOCENCE PROJECT | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $100,000 |
| INTERNATIONAL NEIGHBOUR CHARLOTTESVILLE | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $2,500 |
| JEFFERSON AREA CHIP INC | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $500 |
| JEFFERSON POPULAR FOREST | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| LEGAL AID JUSTICE CENTER | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $250,000 |
| LITERACY VOLUNTEERS | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| MADISON HOUSE - DOLLY MADISON LEGACY | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $10,000 |
| MARTHA'S MARKET | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| MIDSOUTH FOOD BANK | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| MISSISSIPPI CENTER FOR JUSTICE | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| MS SOCIETY VA WEST VA CHAPTER | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $15,000 |
| NATIONAL LAW CENTER ON HOMELESSNESS | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $75,000 |
| NATURE CAMP - GUD DEEDS SCHOLARHIPTUITION | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| NPR | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $2,500 |
| NTI MUSEUM OF AFRICAN AMERICAN | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $10,000 |
| PIEDMONT CASA | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| PLANNED PARENTHOOD HEALTH SYSTEMS INC | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $15,000 |
| RARE BOOKS SCHOOL UVA | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| READY KIDS | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| RIVANNA HGW | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $2,500 |
| ROCKFISH WILDLIFE SANCTUARY (RWS) | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $2,000 |
| SARA | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $2,500 |
| SERVICE DOGS OF VIRGINIA | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| SOUTHERN ENVIRONMENTAL LAW CENT | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| THE AUTHORS GUILD FOUNDATION | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $12,500 |
| THE IXTATAN FOUNDATION | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $20,000 |
| THE PARAMOUNT THEATRE INC | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $10,000 |
| THE WILDLIFE CENTER OF VIRGINIA | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $10,000 |
| THE WOMEN'S INTIATIVE | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $15,000 |
| THOMAS JEFFERSON FOUNDATION | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| U VA HEALTH FOUNDATION | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $15,000 |
| UNC CHAPEL HILL | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000,000 |
| UNC PRESS CLUB | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $10,000 |
| UNC SCHOOL OF LAW POVERTY | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $10,000 |
| UNITED WAY OF OXFORD - LAFAYETTE CO | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $10,000 |
| UNITED WAY | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $60,000 |
| UNIVERSITY OF MISSISSIPPI FOUNDATION | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $250,000 |
| UNIVERSITY OF VIRGINIA | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $500,000 |
| VA FOUNDATION FOR THE HUMMANTIES | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $12,500 |
| VIRGINIA ORGANIZING PROJECT | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $2,500 |
| VITAL VOICES GLOBAL PARTNERSHIPS | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $10,000 |
| WASHINGTON LEGAL CLINCE FOR THE HOMELES | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $50,000 |
| WOMENS HEALTH VIRGINIA | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| WRITER HOUSE | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| ZIMS FOUNDATION | |||||||
| PO BOX 4200 | TUPELO | MS | 38803 | NONE | PUBLIC CHARITY | CHARITABLE | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,135,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $863 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,830 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$115,163 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,693 | ExclusionAmt |
| Related Or Exempt Function Incm | -$115,163 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$105,470 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | LOSS ON SALE OF SECURITIES | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 | JOHN GRISHAM | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4200 | AddressLine1Txt |
| City | TUPELO | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 38803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $11,116,139 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS STOCKS | NoncashPropertyDesc |
| Fair Market Value | $11,116,139 | FairMarketValueAmt |
| Received | 2015-11-12 | ReceivedDt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $125 | $0 | $0 |
| PROFESSIONAL FEES | $2,585 | $0 | $0 |
| BOOKS | $15,000 | $0 | $0 |
Comments