BETA

THE T H ETHERIDGE TRUST: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
THE T H ETHERIDGE TRUST (EIN 64-6207047)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-16
IRS object ID
201641379349101249
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)
Return2016-05-16T10:03:22-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN640414329PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HADDOX REID EUBANK BETTS PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1188 EAST CAPITOL STREET STE 500AddressLine1Txt
CityJACKSONCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39201ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN646207047EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1T H ETHERIDGE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTHETBusinessNameControlTxt
Phone6014209343PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE LITTLE CREEK ROADAddressLine1Txt
CityJACKSONCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39232ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTAM H ETHERIDGEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6014209343PhoneNum
Signature2016-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAN F LEWIS CPAPreparerPersonNm
PTINP00904894PTIN
Phone6019482924PhoneNum
Preparation2016-05-10PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,809,965FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$250,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$29,846DividendsRevAndExpnssAmt
Dividends Net Invst Incm$29,846DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$37,222NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$37,222GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$37,222CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$317,068TotalRevAndExpnssAmt
Total Net Invst Incm$67,068TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$3,451TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,451TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,515OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,515OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,966TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,966TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$234,565ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$234,565ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$240,531TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,966TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$234,565TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$76,537ExcessRevenueOverExpensesAmt
Net Investment Income$61,102NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$28,722CashBOYAmt
Cash EOY$47,332CashEOYAmt
Cash EOYFMV$47,332CashEOYFMVAmt
Other Investments BOY$1,584,012OtherInvestmentsBOYAmt
Other Investments EOY$1,641,939OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,762,633OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,612,734TotalAssetsBOYAmt
Total Assets EOY$1,689,271TotalAssetsEOYAmt
Total Assets EOYFMV$2,809,965TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,612,734CapitalStockBOYAmt
Capital Stock EOY$1,689,271CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,612,734TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,689,271TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,612,734TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,689,271TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,612,734TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$76,537ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,689,271SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,689,271TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAIN DISTRIBTUIONSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$37,222GrossSalesPriceAmt
Gain Or Loss$37,222GainOrLossAmt
Gains Minus Excess Or Losses$37,222GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$37,222CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$87,490AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,166,063NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.040391DistributionYr1Rt
Adjusted Qlfy Distri Yr2$70,275AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,807,007NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.038890DistributionYr2Rt
Adjusted Qlfy Distri Yr3$57,166AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,375,399NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.041563DistributionYr3Rt
Adjusted Qlfy Distri Yr4$44,925AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,268,288NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.035422DistributionYr4Rt
Adjusted Qlfy Distri Yr5$62,195AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,104,417NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.056315DistributionYr5Rt
Total Distribution0.212581TotalDistributionRt
Average Distribution0.042516AverageDistributionRt
Net Vl Noncharitable Assets$2,567,158NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$109,145AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$611NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$109,756AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$234,565QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$611InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$611SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$611TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,480EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,480TotalPaymentsAndCreditsAmt
Overpayment$1,869OverpaymentAmt
Applied To ES Tax$1,869AppliedToESTaxAmt
Refund$0RefundAmt

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 BooksHADDOX REID EUBANK BETTS PLLCIndividualWithBooksNm
Phone6019482924PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1ONE JACKSON PLACE SUITE 500AddressLine1Txt
CityJACKSONCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39225ZIPCd
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
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
TAM H ETHERIDGE
ONE LITTLE CREEK ROADJACKSONMS39232TRUSTEE0.00$0$0$0
NORA JANE ETHERIDGE
ONE LITTLE CREEK ROADJACKSONMS39232TRUSTEE0.00$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)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,568,224AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$38,028AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,606,252TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,606,252AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$39,094CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,567,158NetVlNoncharitableAssetsAmt
Minimum Investment Return$128,358MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$128,358MinimumInvestmentReturnAmt
Tax Based On Investment Income$611TaxBasedOnInvestmentIncomeAmt
Total Tax$611TotalTaxAmt
Distributable Before Adj$127,747DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$127,747DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$127,747DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$234,565ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$234,565QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$611PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$233,954AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$127,747DistributableAsAdjustedAmt
Undistributed Income PY$102,562UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$234,565QualifyingDistributionsAmt
Applied To Year1$102,562AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$127,747AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,256RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$4,256TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,256ExcessDistriCyovToNextYrAmt
Excess From Current Year$4,256ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerTAM H ETHERIDGEContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonWALTER S WEEMSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO DRAWER 119AddressLine1Txt
CityJACKSONCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39205ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6019606863RecipientPhoneNum
Form And Info And MaterialsLETTER OUTLINING REASON FOR NEEDFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ASSOCIATION OF NAVAL AVIATION
2250 HUNTINGTON AVENUE SUITE 202ALEXANDRIAVA22303PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$215
BLAIR E BATSON CHILDREN'S HOSPITAL
2500 NORTH STATE STREETJACKSONMS39216PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$750
BOOKFRIENDS - UNIVERSITY PRESS OF MISSISSIPPI
3825 RIDGEWOOD ROADJACKSONMS39211PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$250
CENTURY CLUB CHARITIES
80 ANNANDALE PARKWAYMADISONMS39110PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$1,250
CITY AND COUNTY SCHOOL
146 WEST 13TH STREETNEW YORKNY10011PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$1,000
COMMUNITY FOUNDATION OF GREATER JACKSON
525 EAST CAPITOL STREETJACKSONMS39201PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$500
COOPERATIVE BAPTIST FELLOWSHIP
2930 FLOWERS ROAD SOUTH STE 133ATLANTAGA30341PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$500
DELTA WATERFOWL
PO BOX 3128BISMARCKND58502PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$400
EAST CENTRAL COMMUNITY COLLEGE
PO BOX 129DECATURMS39327PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$500
EUDORA WELTY FOUNDATION
1119 PINEHURST STREETJACKSONMS29202PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$1,000
FELLOWSHIP OF CHRISTIAN ATHLETES
PO BOX 6177JACKSONMS39288PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$250
FONDREN RENAISSANCE FOUNDATION
2906 N STATE STREET ST 101JACKSONMS39216PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$250
FRENCH CAMP ACADEMY
1 FINE PLACEFRENCH CAMPMS39745PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$250
HABITAT FOR HUMANITY
PO BOX 55634JACKSONMS39296PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$1,000
HOSPICE MINISTRIES
450 TOWNE CENTER BLVDRIDGELANDMS39157PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$250
INTERNATIONAL BALLET COMPETITION
PO BOX 3696JACKSONMS39207PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$2,500
LOUISIANA PHILHARMONIC ORCHESTRA
1010 COMMON STREET SUITE 2120NEW ORLEANSLA70112PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$500
MAGNOLIA SPEECH SCHOOL
733 NORTH FLAG CHAPEL ROADJACKSONMS39209PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$2,000
MAYO CLINIC
200 FIRST STREET SWROCHESTERMN55902PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$1,000
METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENUENEW YORKNY10130PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$300
MIDTOWN PUBLIC CHARTER SCHOOL
301 ADELLE STREETJACKSONMS39202PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$10,000
MISSISSIPPI OPERA GUILD
PO BOX 1551JACKSONMS39215PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$200
MS BAPTIST HEALTH SYSTEMS
PO BOX 2002JACKSONMS39215PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$750
MS CENTER FOR PUBLIC POLICY
520 GEORGE STREETJACKSONMS39216PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$1,500
MS CHORUS
PO BOX 13407JACKSONMS39236PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$200
MS COUNCIL OF THE NAVY LEAGUE
1901 FRONT STREET SUITE AMERIDIANMS39301PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$1,000
MS HERITAGE TRUST
PO BOX 577JACKSONMS39202PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$250
MS MUSEUM OF ART
380 LAMAR STREETJACKSONMS39201PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$1,200
MS SOCIETY FOR DISABILITIES
PO BOX 4958JACKSONMS39296PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$200
MS SYMPHONY
PO BOX 2052JACKSONMS39225PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$25,000
MSU FUND FOR EXCELLENCE
PO BOX 6149MS STATEMS39762PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$500
MUSTARD SEED
1085 LUCKNEY ROADFLOWOODMS39232PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$500
NATIONAL WWII MUSEUM
945 MAGAZINE STREETNEW ORLEANSLA70130PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$250
NAVAL AVIATION MUSEUM FOUNDATION
PO BOX 33104NAS PENSACOLAFL32508PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$2,650
NAVAL HISTORICAL FOUNDATION
1306 DAHLGREN AVENUE SEWASHINGTONDC20374PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$250
NEWSTAGE THEATRE
PO BOX 4792JACKSONMS39296PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$500
NORTHMINSTER BAPTIST CHURCH
3955 RIDGEWOOD ROADJACKSONMS39211PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$18,700
PALMER HOME FOR CHILDREN
PO BOX 746COLUMBUSMS39703PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$150,000
PINEY WOODS SCHOOL
5096 HIGHWAY 49 SOUTHPINEY WOODSMS39148PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$250
ST ANDREWS EPISCOPAL SCHOOL
370 OLD AGENCY ROADRIDGELANDMS39157PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$3,000
STEWPOT
PO BOX 3691JACKSONMS39207PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$1,000
THE HERITAGE FOUNDATION
PO BOX 97057WASHINGTONDC20090PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$750
THE NAVIGATOR
PO BOX 6000COLORADO SPRINGSCO80934PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$250
WILSON RESEARCH FOUNDATION
1350 EAST WOODROW WILSON AVENUEJACKSONMS39216PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$500
WOUNDED WARRIOR PROJECT
3343 PEACHTREE ROAD NEM20ATLANTAGA30326PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$250
YOUNGLIFE
PO BOX 520COLORADO SPRINGSCO80901PUBLICGENERAL OPERATIONS OF THE ORGANIZATION$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$234,565TotalGrantOrContriPdDurYrAmt
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$29,846ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$37,222ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$67,068ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$67,068TotalIncomeProducingActyAmt

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 PersonTAM H ETHERIDGEContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11 LITTLE CREEK ROADAddressLine1Txt
CityJACKSONCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39232ZIPCd
FieldValueIRS element (for citing)
Total Contributions$250,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
STOCKS HELD AT CHARLES SCHWABAT COST$710,381$1,654,885
MUTUAL FUNDS HELD AT CHARLES SCHWABAT COST$931,558$1,107,748

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT FEESDesc
Revenue And Expenses Per Books$2,515RevenueAndExpensesPerBooksAmt
Net Investment Income$2,515NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$3,451Amt
Net Investment Income$3,451NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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