CHISHOLM FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
CHISHOLM FOUNDATION (EIN 64-6014272)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-13
IRS object ID
201621349349102177
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

FieldValueIRS element (for citing)
Return2016-05-13T13:12:17-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WITHUMSMITHBROWN PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11411 BROADWAY 9TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN646014272EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CHISHOLM FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% THE FOUNDATIONInCareOfNm
Business Name ControlCHISBusinessNameControlTxt
Phone6014263378PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1544 CENTRAL AVENUEAddressLine1Txt
CityLAURELCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39440ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN LINDSEYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2127519100PhoneNum
Signature2016-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL STALLONE CPAPreparerPersonNm
PTINP00104108PTIN
Phone2127519100PhoneNum
Preparation2016-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$37,603,626FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,023,300ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$25InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$25InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$340,611DividendsRevAndExpnssAmt
Dividends Net Invst Incm$340,611DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,489,902NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$10,675,730GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,489,902CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$7,275OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm$7,275OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$4,861,113TotalRevAndExpnssAmt
Total Net Invst Incm$3,830,538TotalNetInvstIncmAmt
Total Adj Net Incm$7,275TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$4,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$4,500AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$264,697OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$66,174OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$198,523OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$36,465TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$2,324TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$2,324TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$131,572OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$7,676OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$123,896OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$439,558TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$73,850TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$329,243TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,635,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,635,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,075,358TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$73,850TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$2,965,043TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,785,755ExcessRevenueOverExpensesAmt
Net Investment Income$3,756,688NetInvestmentIncomeAmt
Adjusted Net Income$7,275AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$18,503CashBOYAmt
Cash EOY$11,658CashEOYAmt
Cash EOYFMV$11,658CashEOYFMVAmt
Sav And Temp Cash Invst BOY$487,057SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,209,979SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,029,979SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$22,268,709CorporateStockBOYAmt
Corporate Stock EOY$23,961,960CorporateStockEOYAmt
Corporate Stock EOYFMV$36,561,989CorporateStockEOYFMVAmt
Total Assets BOY$22,774,269TotalAssetsBOYAmt
Total Assets EOY$25,183,597TotalAssetsEOYAmt
Total Assets EOYFMV$37,603,626TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$22,774,269CapitalStockBOYAmt
Capital Stock EOY$25,183,597CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$22,774,269TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$25,183,597TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$22,774,269TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$25,183,597TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$22,774,269TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,785,755ExcessRevenueOverExpensesAmt
Other Increases$623,573OtherIncreasesAmt
Subtotal$25,183,597SubtotalAmt
Tot Net Ast Or Fund Balances EOY$25,183,597TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEY - SEE ATTACHED$915,887$1,046,601-$130,714-$130,714
MORGAN STANLEY - SEE ATTACHED$6,310,116$4,933,402$1,376,714$1,376,714
MORGAN STANLEY - SEE ATTACHED$3,449,727$1,205,825$2,243,902$2,243,902
FieldValueIRS element (for citing)
Capital Gain Net Income$3,489,902CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,896,640AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$34,037,861NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.085101DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,441,087AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$28,609,004NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.085326DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,068,012AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$24,674,818NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.083811DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,051,891AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$23,226,726NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.088342DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,853,147AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$20,712,159NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.089471DistributionYr5Rt
Total Distribution0.432051TotalDistributionRt
Average Distribution0.08641AverageDistributionRt
Net Vl Noncharitable Assets$36,475,181NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,151,820AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$37,567NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$3,189,387AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,965,043QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$75,134InvestmentIncomeExciseTaxAmt
Subtotal$75,134SubtotalAmt
Tax Based On Investment Income$75,134TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$30,300EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$30,300TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$721EsPenaltyAmt
Tax Due$45,555TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addresshttp://chisholmfoundation.orgWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6014263378PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1544 CENTRAL AVENUEAddressLine1Txt
CityLAURELCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39440ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonSEE SCHEDULE ATTACHEDPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1544 CENTRAL AVENUEAddressLine1Txt
CityLAURELCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39440ZIPCd
FieldValueIRS element (for citing)
TitleSEE SCHEDULE ATTACHEDTitleTxt
Average Hrs Per Wk Devoted To Pos0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EDGEWOOD MANAGEMENT LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1350 PARK AVENUE 18TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT ADVISORServiceTypeTxt
Compensation$264,697CompensationAmt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$35,997,682AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,032,959AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$37,030,641TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$37,030,641AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$555,460CashDeemedCharitableAmt
Net Vl Noncharitable Assets$36,475,181NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,823,759MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,823,759MinimumInvestmentReturnAmt
Tax Based On Investment Income$75,134TaxBasedOnInvestmentIncomeAmt
Total Tax$75,134TotalTaxAmt
Distributable Before Adj$1,748,625DistributableBeforeAdjAmt
Distributable Before Ded$1,748,625DistributableBeforeDedAmt
Distributable As Adjusted$1,748,625DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,965,043ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$2,965,043QualifyingDistributionsAmt
Adjusted Qualifying Distri$2,965,043AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,748,625DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12013PriorYear1Yr
Prior Year22012PriorYear2Yr
Prior Year32011PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$1,937ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$74,217ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$178,982ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$252,246ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$507,382TotalExcessDistributionCyovAmt
Qualifying Distributions$2,965,043QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Treated As Distri From Corpus$1,023,300TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,748,625AppliedToCurrentYearAmt
Remaining Distri From Corpus$193,118RemainingDistriFromCorpusAmt
Total Corpus$1,723,800TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$1,023,300CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov To Next Yr$700,500ExcessDistriCyovToNextYrAmt
Excess From Year4$1,937ExcessFromYear4Amt
Excess From Year3$74,217ExcessFromYear3Amt
Excess From Year2$178,982ExcessFromYear2Amt
Excess From Year1$252,246ExcessFromYear1Amt
Excess From Current Year$193,118ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SEE SCHEDULE ATTACHEDBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1554 CENTRAL AVENUEAddressLine1Txt
CityLAURELCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39440ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationshipTxt
Recipient Foundation StatusPUBLICRecipientFoundationStatusTxt
Grant Or Contribution PurposeUNRESTRICTEDGrantOrContributionPurposeTxt
Amt$2,635,800Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,635,800TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$25ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$340,611ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,489,902ExclusionAmt

Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$7,275ExclusionAmt
FieldValueIRS element (for citing)
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$3,837,813ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,837,813TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

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 PersonMARGARET A CHISHOLM CHARITABLE TRUSContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1544 CENTRAL AVENUEAddressLine1Txt
CityLAURELCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39440ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,023,300TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEECategoryTxt
Amt$4,500Amt
Disbursements Charitable Prps$4,500DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSEE SCHEDULE ATTACHEDStockNm
EOY Book Value$23,961,960EOYBookValueAmt
EOYFMV$36,561,989EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
NYS FILING FEE$750$750
ASSOCIATION DUES$2,000$2,000
TELEPHONE$1,285$1,285
POSTAGE$499$499
OFFICE SUPPLIES$492$492
SECRETARIAL EXPENSE$49,668$49,668
BANK CHARGES$111$111
STORY PRIZE EXPENSES$76,767$69,091$7,676

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescGROSS INCOME FROM SPECIAL EVENTSDesc
Revenue And Expenses Per Books$7,275RevenueAndExpensesPerBooksAmt
Adjusted Net Income$7,275AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNSETTLED PURCHASES/SALESDesc
Amt$623,573Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EDGEWOOD: INVESTMENT MGMT FEE$66,174$66,174
EDGEWOOD: CHARITABLE MGMT FEE$198,523$198,523

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
U.S. EXCISE TAX FOR 2014$6,165
ESTIMATED TAX FOR 2015$30,300

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