LEXINGTON FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LEXINGTON FOUNDATION (EIN 64-0912814)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-09-08
- IRS object ID
- 201412519349100116
- Schema version
- 2013v3.1
- 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
- Land Etc Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-09-08T20:08:09-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 640895853 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MULLEN AND CO CPA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 WALL ST | AddressLine1 |
| City | Lexington | City |
| State | MS | State |
| ZIP Code | 39095 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 640912814 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEXINGTON FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEXI | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 445 | AddressLine1 |
| City | LEXINGTON | City |
| State | MS | State |
| ZIP Code | 39095 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLYN MIRICK | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Signature | 2014-03-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Brenda Jo Mullen | PreparerPersonNm |
| PTIN | P00431005 | PTIN |
| Phone | 6628342556 | PhoneNum |
| Preparation | 2014-09-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,400,236 | 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 | $813,446 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $475 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $475 | InterestOnSavNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $104,400 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $104,400 | GrossRentsNetInvstIncmAmt |
| Total Rev And Expnss | $918,321 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $104,875 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $10,500 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $10,500 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,302 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,302 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $11,989 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,989 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $62,119 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $14,835 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,835 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $101,745 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,126 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $174,563 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $174,563 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $276,308 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,126 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $185,063 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $642,013 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $75,749 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $302,745 | CashBOYAmt |
| Cash EOY | $389,893 | CashEOYAmt |
| Cash EOYFMV | $389,893 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $198,025 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $427,406 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $427,406 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $3,236 | AcctRcvblBOYAmt |
| Land Bldg Investments BOY | $701,560 | LandBldgInvestmentsBOYAmt |
| Land Bldg Equip Cost Or Other Bss | $2,190,450 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $607,513 | LandBldgEquipAccumDeprecAmt |
| Land EOY | $1,582,937 | LandEOYAmt |
| Land EOYFMV | $1,582,937 | LandEOYFMVAmt |
| Total Assets BOY | $1,205,566 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,400,236 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,400,236 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $20 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $20 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,266,375 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,266,375 | CapitalStockEOYAmt |
| Retained Earning BOY | -$60,829 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,133,861 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,205,546 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,400,236 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,205,566 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,400,236 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,205,546 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $642,013 | ExcessRevenueOverExpensesAmt |
| Other Increases | $533,086 | OtherIncreasesAmt |
| Subtotal | $2,380,645 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,380,645 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $212,809 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $195,055 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.09102 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $162,183 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $424,358 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.382184 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $236,180 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $504,169 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.468454 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $168,916 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $495,930 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.340605 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $188,530 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $431,165 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.437257 | DistributionYr5Rt |
| Total Distribution | 2.719521 | TotalDistributionRt |
| Average Distribution | 0.543904 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $420,994 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $228,980 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $757 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $229,737 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $185,063 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,515 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,515 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,515 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $1,515 | 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 |
| Individual With Books | CAROLYN MYRICK | IndividualWithBooksNm |
| Phone | 6628342628 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 445 | AddressLine1 |
| City | LEXINGTON | City |
| State | MS | State |
| ZIP Code | 39095 | ZIPCode |
| 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 | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2010 | UndistributedIncomePY1Yr |
| Undistributed Income PY2 | 2009 | UndistributedIncomePY2Yr |
| Undistributed Income PY3 | 2008 | UndistributedIncomePY3Yr |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RICHARD BARRETT | ||||||||
| PO BOX 445 | LEXINGTON | MS | 39095 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| KATHERINE BARRETT | ||||||||
| PO BOX 445 | LEXINGTON | MS | 39095 | V PRES | 1.00 | $0 | $0 | $0 |
| CHARLES F BARRETT | ||||||||
| PO BOX 445 | LEXINGTON | MS | 39095 | SECRETARY | 1.00 | $0 | $0 | $0 |
| CAROLYN S MIRICK | ||||||||
| PO BOX 445 | LEXINGTON | MS | 39095 | OFFICE MANAGER | 10.00 | $2,400 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | INDIVIDUAL CHURCHES-DIRECT HELP TO BE USED IN THEIR OUTREACH MINISTRIES | Description1Txt |
| Expenses1 | $13,300 | Expenses1Amt |
| Description2 | SCHOOLS TO BE USED IN SCHOLARSHIPS | Description2Txt |
| Expenses2 | $41,818 | Expenses2Amt |
| Description3 | OTHER -TO BE USED TO FUND CHARITABLE GOALS | Description3Txt |
| Expenses3 | $87,135 | Expenses3Amt |
| Description4 | INDIVIDUALS-DIRECT HELP TO INDIVIDUALS DEMONSTRATING FINANCIAL NEED | Description4Txt |
| Expenses4 | $32,310 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $427,405 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $427,405 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $427,405 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,411 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $420,994 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,050 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,050 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,515 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,515 | TotalTaxAmt |
| Distributable Before Adj | $19,535 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $19,535 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $19,535 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $185,063 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $185,063 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $185,063 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,535 | DistributableAsAdjustedAmt |
| Total For Prior Years | $1,876 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $167,654 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $144,791 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $211,610 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $141,548 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $203,625 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $869,228 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $185,063 | QualifyingDistributionsAmt |
| Applied To Current Year | $19,535 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $165,528 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,034,756 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $1,876 | PriorYearUndistributedIncmAmt |
| Taxable1 | $1,876 | Taxable1Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $167,654 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $867,102 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $144,791 | ExcessFromYear4Amt |
| Excess From Year3 | $211,610 | ExcessFromYear3Amt |
| Excess From Year2 | $141,548 | ExcessFromYear2Amt |
| Excess From Year1 | $203,625 | ExcessFromYear1Amt |
| Excess From Current Year | $165,528 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CAROLYN MIRICK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 ANDREWS ST | AddressLine1 |
| City | LEXINGTON | City |
| State | MS | State |
| ZIP Code | 39095 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6628342488 | RecipientPhoneNum |
| Form And Info And Materials | LETTER REQUEST & APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE ON AS-NEEDED BASIS | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHED SCHEDULES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHED VARIOUS | AddressLine1 |
| City | LEXINGTON | City |
| State | MS | State |
| ZIP Code | 39095 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | CHARITABLE | GrantOrContributionPurposeTxt |
| Amt | $174,563 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $174,563 | 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 | 03 | ExclusionCd |
| Related Or Exempt Function Incm | $475 | RelatedOrExemptFunctionIncmAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 03 | ExclusionCd |
| Related Or Exempt Function Incm | $104,400 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $104,875 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $104,875 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INTEREST EARNED ON FUNDS TO BE DISTRIBUTED ACCORDING TO EXEMPT ORGANIZATION |
| 5A | RENTAL INCOME ON BUILDINGS PURCHASED TO REVITALIZE THE AREA ACCORDING TO EXEMPT ORGANIZATION |
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 | DON NANCY BARRETT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CHESTNUT ST | AddressLine1 |
| City | LEXINGTON | City |
| State | MS | State |
| ZIP Code | 39095 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $354,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,302 | Amt |
| Net Investment Income | $2,302 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (12 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| MASONICGILBERT | 2003-01-01 | $120,000 | $43,200 | SL | 25 | $4,800 | $0 | $0 |
| IMPROV-MASONIC | 2004-05-01 | $29,976 | $10,791 | SL | 25 | $1,199 | $0 | $0 |
| ROOF MASONIC | 2004-01-31 | $31,465 | $18,693 | SL | 15 | $2,098 | $0 | $0 |
| FLEETWOOD BUILDING | 2004-07-31 | $647,525 | $218,000 | SL | 25 | $25,901 | $0 | $0 |
| IMPROV-MASONIC | 2007-06-30 | $43,664 | $9,681 | SL | 25 | $1,747 | $0 | $0 |
| ANDREWS ST | 2003-01-01 | $28,186 | $0 | SL | 25 | $1,127 | $0 | $0 |
| OFFICE EQUIPMENT | 2003-01-01 | $3,223 | $0 | SL | 5 | $0 | $0 | $0 |
| FIXED ASSETS | 2013-06-30 | $904,039 | $264,620 | SL | 25 | $19,591 | $0 | $0 |
| LAND | 2012-08-10 | $67,462 | $0 | NDA | 0 | $0 | $0 | $0 |
| OLD HOLMES COUNTY BANK BUILDING IMPROVEMEN | 2012-12-14 | $30,424 | $0 | SL | 29 | $1,049 | $0 | $0 |
| HCB BLDG REMODEL | 2013-06-30 | $243,458 | $0 | SL | 29 | $4,548 | $0 | $0 |
| BANK PLUS COURT SQ BLDG | 2013-12-09 | $41,028 | $0 | SL | 29 | $59 | $0 | $0 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LAND | $67,462 | $0 | $67,462 | $67,462 |
| EQUIPMENT | $3,223 | $3,223 | $0 | $0 |
| BUILDINGS | $2,119,765 | $604,290 | $1,515,475 | $1,515,475 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE SUPP AND POSTAGE | $1,788 | $1,788 | $0 | $0 |
| RENTAL EXP-INSURANCE | $4,757 | $4,757 | $0 | $0 |
| RENTAL EXP-REP AND MAINT | $600 | $600 | $0 | $0 |
| RENTAL EXP-UTILITIES | $7,317 | $7,317 | $0 | $0 |
| OTHER ADMINISTRATIVE | $225 | $225 | $0 | $0 |
| SAFE DEPOSIT BOX RENTAL | $148 | $148 | $0 | $0 |
| PAYROLL TAXES | $0 | $0 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIOR YEAR | Description |
| Amount | $533,086 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROPERTY TAXES | $10,382 | $10,382 | $0 | $0 |
| PAYROLL TAXES | $1,607 | $1,607 | $0 | $0 |
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