MISSISSIPPI POWER FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MISSISSIPPI POWER FOUNDATION INC (EIN 72-1370746)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-15
- IRS object ID
- 201421359349101217
- Schema version
- 2013v3.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-15T09:57:31-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201941244 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HORNE LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 22964 | AddressLine1 |
| City | JACKSON | City |
| State | MS | State |
| ZIP Code | 392252964 | 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 | 721370746 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MISSISSIPPI POWER FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MISS | BusinessNameControlTxt |
| Phone | 2288641211 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4079 | AddressLine1 |
| City | GULFPORT | City |
| State | MS | State |
| ZIP Code | 39502 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RODGER MEINZINGER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2288655925 | PhoneNum |
| Signature | 2014-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMIE T WHITTINGTON CPA | PreparerPersonNm |
| PTIN | P01082167 | PTIN |
| Phone | 6019480940 | PhoneNum |
| Preparation | 2014-05-15 | 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 | $19,077,615 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $374,063 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $374,063 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,402,495 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,590,052 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,402,495 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,776,558 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,776,558 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $135,622 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $54,249 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $81,373 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,785 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,893 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $10,893 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $31,080 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $31,080 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,973 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $7,973 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $212,681 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $156,227 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $56,454 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $409,141 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $260,422 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $148,720 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $757,175 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $757,175 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,166,316 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $260,422 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $905,895 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $610,242 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,516,136 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $29,270 | CashBOYAmt |
| Cash EOY | $24,895 | CashEOYAmt |
| Cash EOYFMV | $24,895 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $306,348 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $841,987 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $841,987 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,214,740 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,292,394 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,292,394 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $11,338,814 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,705,102 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,705,102 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,733,868 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,184,594 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,184,594 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $27,464 | OtherAssetsBOYAmt |
| Other Assets EOY | $28,643 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $28,643 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $17,650,504 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,077,615 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,077,615 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $33,489 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $25,460 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,916,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,375,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $24,145 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,949,489 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,424,605 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $15,701,015 | UnrestrictedBOYAmt |
| Unrestricted EOY | $17,653,010 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,701,015 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,653,010 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,650,504 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,077,615 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,701,015 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $610,242 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,341,753 | OtherIncreasesAmt |
| Subtotal | $17,653,010 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,653,010 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | BANCORPSOUTH ACCT 0035 | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2012-01-01 | AcquiredDt |
| Sold | 2013-12-31 | SoldDt |
| Gross Sales Price | $10,590,052 | GrossSalesPriceAmt |
| Cost Or Other Basis | $9,187,557 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,402,495 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,402,495 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,402,495 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,311,821 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,563,660 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.131625 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $943,430 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,698,415 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.108460 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $866,344 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,399,170 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.103146 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $746,130 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,851,965 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.084290 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,287,146 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,784,407 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.109225 | DistributionYr5Rt |
| Total Distribution | 0.536746 | TotalDistributionRt |
| Average Distribution | 0.107349 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,964,292 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,928,449 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,161 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,943,610 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $905,895 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,323 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30,323 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30,323 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,280 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,280 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $23,043 | 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 | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MR RODGER MEINZINGER | IndividualWithBooksNm |
| Phone | 2288655925 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4079 | AddressLine1 |
| City | GULFPORT | City |
| State | MS | State |
| ZIP Code | 39502 | ZIPCode |
| 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 |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (13 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN ATHERTON | ||||||||
| PO BOX 4079 | GULFPORT | MS | 395024079 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| RODGER MEINZINGER | ||||||||
| PO BOX 4079 | GULFPORT | MS | 395024079 | EXECUTIVE DIRECTOR - PART YEAR | 32.00 | $101,168 | $0 | $0 |
| MOSES FEAGIN | ||||||||
| PO BOX 4079 | GULFPORT | MS | 395024079 | TREASURER | 0.00 | $0 | $0 | $0 |
| VICKI PIERCE | ||||||||
| PO BOX 4079 | GULFPORT | MS | 395024079 | ASST TREASURER | 0.00 | $0 | $0 | $0 |
| CINDY WEBB | ||||||||
| PO BOX 4079 | GULFPORT | MS | 395024079 | SECRETARY | 0.00 | $0 | $0 | $0 |
| JOHN HUGGINS | ||||||||
| PO BOX 4079 | GULFPORT | MS | 395024079 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| ED HOLLAND | ||||||||
| PO BOX 4079 | GULFPORT | MS | 395024079 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| JEFF FRANKLIN | ||||||||
| PO BOX 4079 | GULFPORT | MS | 395024079 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| ALLEN REAVES | ||||||||
| PO BOX 4079 | GULFPORT | MS | 395024079 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| CINDY SHAW | ||||||||
| PO BOX 4079 | GULFPORT | MS | 395024079 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| CHRISTY IHRIG | ||||||||
| PO BOX 4079 | GULFPORT | MS | 395024079 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| BILLY THORNTON | ||||||||
| PO BOX 4079 | GULFPORT | MS | 395024079 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| REBECCA MONTGOMERY | ||||||||
| PO BOX 4079 | GULFPORT | MS | 395024079 | EXECUTIVE DIRECTOR - PART YEAR | 32.00 | $34,454 | $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) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $18,079,531 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $158,329 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,237,860 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,237,860 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $273,568 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,964,292 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $898,215 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $898,215 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,323 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30,323 | TotalTaxAmt |
| Distributable Before Adj | $867,892 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $867,892 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $867,892 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $905,895 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $905,895 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $905,895 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $867,892 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $704,444 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $305,303 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $447,788 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $518,070 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,448,198 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,423,803 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $905,895 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $867,892 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $38,003 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,461,806 | 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 | $704,444 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,757,362 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $305,303 | ExcessFromYear4Amt |
| Excess From Year3 | $447,788 | ExcessFromYear3Amt |
| Excess From Year2 | $518,070 | ExcessFromYear2Amt |
| Excess From Year1 | $1,448,198 | ExcessFromYear1Amt |
| Excess From Current Year | $38,003 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RODGER MEINZINGER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4079 | AddressLine1 |
| City | GULFPORT | City |
| State | MS | State |
| ZIP Code | 39502 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2288655925 | RecipientPhoneNum |
| Form And Info And Materials | SAME FORM AS USED AND SUBMITTED WITH PRIOR YEAR'S FORM 990-PF. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS CANNOT BE GRANTED TO AN ORGANIZATION THAT IS NOT EITHER A TAX-EXEMPT ENTITY UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) OR A GOVERNMENT ENTITY. THE FUNDS CANNOT BE USED TO CARRY ON PROPAGANDA OR OTHERWISE ATTEMPT TO INFLUENCE LEGISLATION, TO INFLUENCE THE OUTCOME OF ANY SPECIFIC PUBLIC ELECTION OR TO CONDUCT, EITHER DIRECTLY OR INDIRECTLY, ANY VOTER REGISTRATION DRIVE, TO FUND A GRANT TO AN INDIVIDUAL, TO PURCHASE ELECTRIC APPLIANCES, INSTALL ATHLETIC FIELD LIGHTING, OR TO FUND ANY OTHER SIMILAR ACTIVITY WHICH WOULD PRODUCE A TANGIBLE ECONOMIC BENEFIT TO MISSISSIPPI POWER COMPANY, NOR CAN THE MISSISSIPPI POWER COMPANY OR MISSISSIPP POWER FOUNDATION RECIEVE TICKETS, A TABLE AT A BANQUET, OR ANY OTHER ITEM OF VALUE AS A RESULT OF THE CONTRIBUTION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (186 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|
| ABBIE ROGERS CIVITAN CAMP | ||||||
| 50 FIELDSTONE | HATTIESBURG | MS | 39402 | DONATION - CC PINEBELT | $1,000 | |
| AFRO-AMERICAN CULTURAL SOCIETY OF THE GOLDEN TRIANGLE INC | ||||||
| 104 MAIN STREET | STARKVILLE | MS | 39759 | DONATION - BRICKFIRE PROJECT | $7,000 | |
| ALLIANCE FOR DOWNTOWN MERIDIAN | ||||||
| 2120 5TH STREET | MERIDIAN | MS | 39301 | DONATION-ALIVE AFTER FIVE | $500 | |
| ALLIANCE FOR DOWNTOWN MERIDIAN | ||||||
| 2120 5TH STREET | MERIDIAN | MS | 39301 | DONATION | $1,500 | |
| ALZHEIMER'S ASSOCIATION -MS CHAPTER | ||||||
| 4900 POPLAR SPRINGS DRIVE SUITE 3 | MERIDIAN | MS | 39305 | DONATION-CC MERIDIAN | $500 | |
| AMERICAN ASSOCIATION OF BLACKS IN ENERGY | ||||||
| PO BOX 851675 | MOBILE | AL | 36685 | DONATION - HOLE SPONSORSHIP | $100 | |
| AMERICAN CANCER SOCIETY | ||||||
| 417 SECURITY SQUARE | GULFPORT | MS | 39507 | DONATION - NEWTON COUNTY RELAY FOR LIFE | $360 | |
| AMERICAN CANCER SOCIETY | ||||||
| 417 SECURITY SQUARE | GULFPORT | MS | 39507 | DONATION-NEWTON COUNTY RELAY FOR LIFE | $250 | |
| AMERICAN CANCER SOCIETY | ||||||
| 417 SECURITY SQUARE | GULFPORT | MS | 39507 | DONATION - SMITH COUNTY RELAY FOR LIFE | $250 | |
| AMERICAN CANCER SOCIETY | ||||||
| 417 SECURITY SQUARE | GULFPORT | MS | 39507 | DONATION - KEMPER COUNTY RELAY FOR LIFE | $500 | |
| AMERICAN CANCER SOCIETY | ||||||
| 417 SECURITY SQUARE | GULFPORT | MS | 39507 | DONATION - CC JACKSON/GEORGE FOR EAST CENTRAL RELAY FOR LIFE | $500 | |
| AMERICAN CANCER SOCIETY | ||||||
| 417 SECURITY SQUARE | GULFPORT | MS | 39507 | DONATION-RELAY FOR LIFE LAUDERDALE COUNTY | $5,000 | |
| AMERICAN CANCER SOCIETY | ||||||
| 417 SECURITY SQUARE | GULFPORT | MS | 39507 | DONATION - CC-MERIDIAN RELAY FOR LIFE | $2,500 | |
| AMERICAN CANCER SOCIETY | ||||||
| 417 SECURITY SQUARE | GULFPORT | MS | 39507 | DONATION- SCOTT COUNTY RELAY FOR LIFE | $250 | |
| AMERICAN CANCER SOCIETY | ||||||
| 417 SECURITY SQUARE | GULFPORT | MS | 39507 | DONATION - JONES COUNTY RELAY FOR LIFE | $500 | |
| AMERICAN HEART ASSOCIATION | ||||||
| PO BOX 8272 | GULFPORT | MS | 39506 | GULF COAST HEART WALK | $25,000 | |
| AMERICAN HEART ASSOCIATION | ||||||
| PO BOX 8272 | GULFPORT | MS | 39506 | DONATION - EFFORTS IN MERIDIAN, MS | $1,500 | |
| AMERICAN HEART ASSOCIATION | ||||||
| PO BOX 8272 | GULFPORT | MS | 39506 | DONATION - 2013 ART FOR HEART | $1,500 | |
| AMERICAN HEART ASSOCIATION | ||||||
| PO BOX 8272 | GULFPORT | MS | 39506 | JONES COUNTY HEART WALK | $750 | |
| AMERICAN RED CROSS | ||||||
| 875 RIVERSIDE DRIVE | JACKSON | MS | 39202 | DONATION - OKLAHOMA TORNADO RELIEF | $500 | |
| AMERICAN RED CROSS | ||||||
| 875 RIVERSIDE DRIVE | JACKSON | MS | 39202 | DONATION - OKLAHOMA TORNADO RELIEF | $1,000 | |
| AMERICAN RED CROSS | ||||||
| 875 RIVERSIDE DRIVE | JACKSON | MS | 39202 | DONATION - DIASTER RELIEF | $500 | |
| ASSOCIATION FOR EXCELLENCE IN EDUCATION | ||||||
| 415 N MAGNOLIA ST | LAUREL | MS | 39440 | DONATION - EDUCATION INITIATIVES IN JONES COUNTY | $500 | |
| AUBURN UNIVERSITY | ||||||
| 317 S COLLEGE STREET | AUBURN | AL | 36849 | DONATION EDUCATION MATCH | $700 | |
| BACKPACK BUDDIES OF EAST CENTRAL | ||||||
| 15120 HWY 613 | MOSS POINT | MS | 39562 | CC- J/G | $2,500 | |
| BACOTMCCARTY FOUNDATION | ||||||
| PO BOX 1442 | PASCAGOULA | MS | 395681442 | DONATION - EDUCATIONAL SUPPORT IN JACKSON COUNTY | $1,500 | |
| BILOXI BAY CHAMBER OF COMMERCE | ||||||
| 1050 BEACH BLVD | BILOXI | MS | 39530 | DONATION-AFRICAN AMERICAN ART & HERITAGE | $500 | |
| BOY SCOUTS OF AMERICA | ||||||
| 1318 HARDY STREET | HATTIESBURG | MS | 39401 | DONATION - EAGLE CLUB RECOGNITION | $1,500 | |
| BOY SCOUTS OF AMERICA | ||||||
| 4818 N PARK DR | MERIDIAN | MS | 39305 | DONATION - EAGLE CLUB RECOGNITION | $500 | |
| BOY SCOUTS OF AMERICA | ||||||
| 4818 N PARK DR | MERIDIAN | MS | 39305 | DONATION - 2013 FRIENDS OF SCOUTING | $300 | |
| BOYS AND GIRLS CLUB OF EAST MISSISSIPPI | ||||||
| PO BOX 4202 | MERIDIAN | MS | 39304 | DONATION | $1,300 | |
| BOYS AND GIRLS CLUBS OF THE GULF COAST | ||||||
| 11975-B SEAWAY ROAD | GULFPORT | MS | 39503 | DONATION - CC WATSON | $1,575 | |
| BOYS AND GIRLS CLUBS OF THE GULF COAST | ||||||
| 11975-B SEAWAY ROAD | GULFPORT | MS | 39503 | DONATION - ACADEMIC ACHEIVEMENT AWARD | $5,000 | |
| CARE LODGE DOMESTIC VIOLENCE SHELTER INC | ||||||
| PO BOX 5331 | MERIDIAN | MS | 39302 | DONATION-CC MERIDIAN | $500 | |
| CASA OF HARRISON COUNTY | ||||||
| 47 MAPLES DR | GULFPORT | MS | 39507 | DONATION | $2,500 | |
| CENTER FOR THE PREVENTION OF CHILD ABUSE | ||||||
| 3201 D AVENUE | GULFPORT | MS | 39507 | CC-COAST | $500 | |
| CITY OF NEWTON | ||||||
| 128 SOUTH MAIN STREET | NEWTON | MS | 39345 | DONATION | $500 | |
| CLARKSDALE HIGH SCHOOL | ||||||
| 101 WILDCAT DRIVE | CLARKSDALE | MS | 38614 | DONATION - 2013 BARTON AWARD | $3,000 | |
| CLARKSDALE HIGH SCHOOL | ||||||
| 101 WILDCAT DRIVE | CLARKSDALE | MS | 38614 | DONATION - 2013 BARTON AWARD | $3,000 | |
| COAST EPISCOPAL | ||||||
| 5065 ESPY AVE | LONG BEACH | MS | 39560 | DONATION-CHILDREN IN THE ARTS | $2,500 | |
| COASTAL CONSERVATION ASSNMISSISSIPPI | ||||||
| 109 SOUTH 27TH AVENUE STE 219 | HATTIESBURG | MS | 39401 | DONATION | $2,000 | |
| DIABETES FOUNDATION OF MISSISSIPPI | ||||||
| PO BOX 17141 | HATTIESBURG | MS | 39404 | DONATION-CC MERIDIAN | $500 | |
| EAST MISSISSIPPI BUSINESS DEVELOPMENT FOUNDATION | ||||||
| 1901 FRONT ST | MERIDIAN | MS | 39301 | DONATION - MUSIC FESTIVAL | $2,000 | |
| EAST MISSISSIPPI FOOTHILLS LAND TRUST | ||||||
| PO BOX 1608 | MERIDIAN | MS | 39302 | DONATION | $5,000 | |
| EXPLOSION OF EXCELLENCE | ||||||
| 720 KREBS AVENUE | PASCAGOULA | MS | 39587 | DONATION-CC JACKSON COUNTY | $1,000 | |
| FOUNDATION FOR EDUCATION & ECONOMIC DEVELOPMENT | ||||||
| 1012 N WEST ST | JACKSON | MS | 39202 | DONATION | $2,000 | |
| FRIENDS OF THE SOUTH MISSISSIPPI STATE HOSPITAL | ||||||
| 823 HIGHWAY 589 | PURVIS | MS | 39475 | DONATION - CC-PB | $1,000 | |
| FULL BELLY FOUNDATION | ||||||
| 4038 EASTWOOD PLACE | JACKSON | MS | 39211 | DONATION - MISSISSIPPI FOOD TOUR | $5,000 | |
| GEORGE COUNTY HIGH SCHOOL | ||||||
| 9284 HWY 63 | LUCEDALE | MS | 39452 | 2013 BARTON AWARD | $3,000 | |
| GEORGE COUNTY HIGH SCHOOL | ||||||
| 9284 HWY 63 | LUCEDALE | MS | 39452 | 2013 BARTON AWARD | $3,000 | |
| GULF COAST CHRISTIAN LIFE CENTER INC | ||||||
| PO BOX 6883 | GULFPORT | MS | 39502 | DONATION - CC WATSON | $1,575 | |
| GULF COAST CHRISTIAN LIFE CENTER INC | ||||||
| PO BOX 6883 | GULFPORT | MS | 39502 | DONATION - CC - G.O. | $250 | |
| GULF COAST COMMUNITY FOUNDATION | ||||||
| PO BOX 6883 | GULFPORT | MS | 39502 | DONATION-CINEMA BY THE SHORE | $3,000 | |
| GULF COAST COMMUNITY FOUNDATION | ||||||
| PO BOX 6883 | GULFPORT | MS | 39502 | DONATION | $2,500 | |
| GULF COAST MINISTRIES INC | ||||||
| 3914 15TH STREET | GULFPORT | MS | 39501 | DONATION - CC COAST | $500 | |
| GULF COAST SYMPHONY ORCHESTRA | ||||||
| 11975 SEAWAY RD | GULFPORT | MS | 39503 | DONATION | $2,500 | |
| GULF COAST WOMENS CENTER FOR NONVIOLENCE | ||||||
| P O BOX 333 | BILOXI | MS | 39533 | DONATION-CC-G.O. | $450 | |
| GULF COAST WOMENS CENTER FOR NONVIOLENCE | ||||||
| P O BOX 333 | BILOXI | MS | 39533 | DONATION-CC COAST | $500 | |
| GULF OF MEXICO FOUNDATION | ||||||
| PMB 51 5403 EVERHARD ROAD | CORPUS CHRISTI | TX | 78411 | DONATION-2013 GULF GUARDIAN AWARDS | $500 | |
| GULFPORT HIGH SCHOOL | ||||||
| 100 PERRY ST | GULFPORT | MS | 39507 | DONATION-ROBOTICS | $2,000 | |
| HABITAT FOR HUMANITY BAY-WAVELAND AREA INC | ||||||
| 414 HIGHWAY 90 | BAY ST LOUIS | MS | 39520 | DONATION-COAST MISC | $500 | |
| HANCOCK COUNTY CHAMBER OF COMMERCE | ||||||
| 111 COURT ST | BAY ST LOUIS | MS | 39520 | DONATION - EDUCATION COMMITTEE STUDENT SCHOLARSHIP FUND | $500 | |
| HANCOCK COUNTY COMMUNITY DEVELOPMENT FOUNDATION | ||||||
| 112 COURT ST | BAY ST LOUIS | MS | 39521 | DONATION - SUPPORT FOR TEACHER APPRECIATION | $1,000 | |
| HANCOCK COUNTY COMMUNITY DEVELOPMENT FOUNDATION | ||||||
| 113 COURT ST | BAY ST LOUIS | MS | 39522 | DONATION - LEADERSHIP CLASS | $250 | |
| HANCOCK COUNTY VO-TECH CENTER | ||||||
| 7180 STENNIS AIRPORT RD | KILN | MS | 39556 | DONATION | $149 | |
| HARRISON COUNTY SHELTER VOLUNTEER FUND | ||||||
| 11975 E SEAWAY ROAD | GULFPORT | MS | 39503 | DONATION - CC WATSON | $1,575 | |
| HOME OF GRACE INC | ||||||
| P O BOX 5009 | VANCLEAVE | MS | 39565 | DONATION-CC COAST | $500 | |
| HOPE FOR CHILDREN INC | ||||||
| 2202 24TH STREET | MERIDIAN | MS | 39301 | RUN FOR HOPE | $1,500 | |
| HOPE HAVEN | ||||||
| P O BOX 3777 | BAY ST LOUIS | MS | 39521 | DONATION-CC COAST | $500 | |
| HOPE HAVEN | ||||||
| P O BOX 3777 | BAY ST LOUIS | MS | 39521 | DONATION-CC G.O. | $500 | |
| HOPE OUTDOORS | ||||||
| 343 SMITH RD | SEARCY | AR | 32143 | DONATION | $250 | |
| JACKSON STATE UNIVERSITY | ||||||
| 1400 J R LYNCH ST | JACKSON | MS | 39217 | DONATION | $1,500 | |
| JONES COUNTY JUNIOR COLLEGE FOUNDATION INC | ||||||
| 900 SOUTH COURT STREET | ELLISVILLE | MS | 39437 | DONATION - BOBCAT MATH QUIZ BOWL | $50,000 | |
| JR AUXILIARY OF MERIDIAN | ||||||
| PO BOX 3194 | MERIDIAN | MS | 39301 | DONATION | $500 | |
| JR AUXILIARY OF LAUREL MS INC | ||||||
| P O BOX 875 | LAUREL | MS | 394410875 | DONATION | $350 | |
| KEEP MISSISSIPPI BEAUTIFUL-PEOPLE AGAINST LITTER | ||||||
| 208 KEY DRIVE STE B | MADISON | MS | 39110 | RENEW OUR RIVERS | $20,000 | |
| KIWANIS DIVISION 14 FOUNDATION | ||||||
| 516 BRANDI LANE | GULFPORT | MS | 39507 | DONATION - MISSISSIPPI GULF COAST HONOR FLIGHT | $1,500 | |
| LAND TRUST FOR THE MS COASTAL PLAIN | ||||||
| PO BOX 245 | BILOXI | MS | 39533 | DONATION-PINEY WOODS AND SHEARWATER PARK | $8,000 | |
| LAUDERDALE COUNTY HABITAT FOR HUMANITY | ||||||
| 1001 29TH AVE | MERIDIAN | MS | 39301 | DONATION - COMPANIES WHO CARE | $500 | |
| LAUDERDALE OUTREACH & VOLUNTEER EFFORT | ||||||
| PO BOX 562 | MERIDIAN | MS | 39302 | DONATION-CC MERIDIAN | $500 | |
| LAUDERDALE OUTREACH & VOLUNTEER EFFORT | ||||||
| PO BOX 562 | MERIDIAN | MS | 39302 | DONATION | $600 | |
| LOAVES AND FISHES INC | ||||||
| 648 B GRIFFITH ROAD | CHARLOTTE | NC | 28217 | DONATION - CC-G.O. | $250 | |
| LONG BEACH FOOD PANTRY | ||||||
| 21081 JOHNSON RD | LONG BEACH | MS | 39560 | DONATION - CC-G.O. | $250 | |
| LORD IS MY HELP | ||||||
| 1205 DESOTO ST | OCEAN SPRINGS | MS | 39564 | DONATION | $1,000 | |
| LORD IS MY HELP | ||||||
| 1205 DESOTO ST | OCEAN SPRINGS | MS | 39564 | DONATION-CC JACKSON/GEORGE | $2,000 | |
| LYNNE MEADOWS DISCOVERY CENTER | ||||||
| 246 DOLAN AVE | GULFPORT | MS | 39507 | DONATION | $3,000 | |
| MAKE-A-WISH FOUNDATION | ||||||
| 576 HIGHLAND COLONY PARKWAY 120 | RIDGELAND | MS | 39157 | DONATION | $500 | |
| MARITIME & SEAFOOD INDUSTRY MUSEUM INC | ||||||
| 115 E 1ST ST | BILOXI | MS | 39530 | DONATION - EDUCATIONAL OUTREACH | $1,000 | |
| MENTAL HEALTH ASSOCIATION OF MISSISSIPPI | ||||||
| 4803 HARRISON CIR | GULFPORT | MS | 39507 | DONATION - CC-G.O. | $800 | |
| MERIDIAN COMMUNITY COLLEGE FOUNDATION | ||||||
| 910 MISSISSIPPI 19 | MERIDIAN | MS | 39307 | DONATION-TUITION GUARANTEE | $5,000 | |
| MERIDIAN MUSEUM OF ART | ||||||
| PO BOX 5773 | MERIDIAN | MS | 39302 | DONATION | $500 | |
| MERIDIAN SYMPHONY ASSOCIATION INC | ||||||
| PO BOX 2171 | MERIDIAN | MS | 39302 | DONATION | $1,000 | |
| MISSISSIPPI 4-H CLUBS FOUNDATION | ||||||
| PO BOX 9601 | MISSISSIPPI STATE | MS | 39762 | DONATION - 2013 MISSISSIPPI CONGRESSIONAL AWARDS PROGRAM | $10,000 | |
| MISSISSIPPI COMMISSION FOR VOLUNTEER SERVICE | ||||||
| 3825 RIDGEWOOD RD SUITE 601 | JACKSON | MS | 39211 | DONATION | $5,000 | |
| MISSISSIPPI COUNCIL ON ECONOMIC EDUCATION | ||||||
| PO BOX 23396 | JACKSON | MS | 39225 | DONATION | $1,750 | |
| MISSISSIPPI GULF COAST CHAMBER OF COMMERCE | ||||||
| 11975E SEAWAY ROAD | GULFPORT | MS | 39503 | DONATION-SCHOLARSHIPS | $250 | |
| MISSISSIPPI GULF COAST CHAMBER OF COMMERCE | ||||||
| 11975E SEAWAY ROAD | GULFPORT | MS | 39503 | DONATION-EDUCATOR AWARD | $500 | |
| MISSISSIPPI GULF COAST CHAMBER OF COMMERCE | ||||||
| 11975E SEAWAY ROAD | GULFPORT | MS | 39503 | DONATION-TEACHER GRANT-COAST MISC | $500 | |
| MISSISSIPPI GULF COAST CHAMBER OF COMMERCE | ||||||
| 11975E SEAWAY ROAD | GULFPORT | MS | 39503 | DONATION-EXCELLENCE IN EDUCATION | $950 | |
| MISSISSIPPI GULF COAST COMMUNITY COLLEGE FOUNDATION | ||||||
| PO BOX 548 | PERKINSTON | MS | 39573 | DONATION-GULF COAST YOUTH LEADERSHIP PROGRAM | $3,000 | |
| MISSISSIPPI GULF COAST COMMUNITY COLLEGE FOUNDATION | ||||||
| PO BOX 548 | PERKINSTON | MS | 39573 | DONATION-FOUNDATION MATCHING | $900 | |
| MISSISSIPPI GULF RESORT CLASSIC FOUNDATION | ||||||
| 11975 SEAWAY ROAD STE A228 | GULFPORT | MS | 39503 | DONATION | $11,000 | |
| MISSISSIPPI NATURE CONSERVANCY | ||||||
| 405 BRIARWOOD DRIVE STE 101 | JACKSON | MS | 39206 | DONATION | $15,000 | |
| MISSISSIPPI POWER COMMUNITY CONNECTION | ||||||
| PO BOX 4079 | GULFPORT | MS | 39502 | DONATION-INSURANCE LIABILITY | $3,248 | |
| MISSISSIPPI POWER COMMUNITY CONNECTION | ||||||
| PO BOX 4079 | GULFPORT | MS | 39502 | DONATION | $40,000 | |
| MISSISSIPPI SOCIETY FOR DISABILITIES | ||||||
| 500-G EAST WOODROW WILSON DR | JACKSON | MS | 39296 | DONATION | $5,000 | |
| MISSISSIPPI STATE UNIVERSITY FOUNDATION | ||||||
| PO BOX 6149 | MISSISSIPPI STATE | MS | 39762 | DONATION-CO OP PROGRAM | $2,500 | |
| MISSISSIPPI STATE UNIVERSITY FOUNDATION | ||||||
| PO BOX 6149 | MISSISSIPPI STATE | MS | 39762 | DONATION-COLLEGE OF ENGINEERING | $3,000 | |
| MISSISSIPPI STATE UNIVERSITY FOUNDATION | ||||||
| PO BOX 6149 | MISSISSIPPI STATE | MS | 39762 | DONATION-EDUCATIONAL MATCHING GIFT | $10,740 | |
| MISSISSIPPI STATE UNIVERSITY FOUNDATION | ||||||
| PO BOX 6149 | MISSISSIPPI STATE | MS | 39762 | DONATION-EDUCATIONAL MATCHING GIFT | $2,840 | |
| MISSISSIPPI STATE UNIVERSITY FOUNDATION | ||||||
| PO BOX 6149 | MISSISSIPPI STATE | MS | 39762 | DONATION-FOUNDATION MATCHING GIFT | $54,080 | |
| MISSISSIPPI WILDLIFE FEDERATION | ||||||
| 517 COBBLESTONE CT | MADISON | MS | 39110 | DONATION | $5,000 | |
| MS ENGINEERING SOCIETY | ||||||
| 300 CASTLEWOODS BLVD | BRANDON | MS | 39047 | DONATION -MATH COUNTS | $100 | |
| MSU EXTENSION SERVICE 4-H | ||||||
| BOX 9641 | MISSISSIPPI STATE | MS | 39762 | DONATION | $1,500 | |
| NAACP-BILOXI BRANCH | ||||||
| 610 WATER ST | BILOXI | MS | 39530 | DONATION | $15,000 | |
| NATIONAL AUDUBON SOCIETY INC | ||||||
| 225 VARICK STREET | NEW YORK | NY | 10014 | DONATION - AMPITHEATER | $20,000 | |
| NATIONAL GUARD ASSOCIATION OF MISSISSIPPI | ||||||
| PO BOX 627 | JACKSON | MS | 39205 | DONATION-WOUNDED WARRIORS PROJECT | $1,000 | |
| NAVY LEAGUE OF THE UNITED STATES MERIDIAN MS COUNCIL | ||||||
| PO BOX 5513 | MERIDIAN | MS | 39302 | DONATION - MONTFORD MEMORIAL PROJECT | $2,000 | |
| NEW LIFE FAMILY CHURCH | ||||||
| 362 POPPS FERRY RD | BILOXI | MS | 39531 | DONATION - BACKPACK BLESSINGS | $250 | |
| NEWTON UNITED GIVERS FUND | ||||||
| PO BOX 301 | NEWTON | MS | 39345 | DONATION | $1,000 | |
| OAK GROVE HIGH SCHOOL | ||||||
| 5198 OLD HWY 11 | HATTIESBURG | MS | 39402 | DONATION-BARTON | $3,000 | |
| OAK GROVE HIGH SCHOOL | ||||||
| 5198 OLD HWY 11 | HATTIESBURG | MS | 39402 | DONATION-BARTON | $3,000 | |
| OUR DAILY BREAD | ||||||
| 315 GARRETT ST | CANTON | MS | 39046 | DONATION | $1,000 | |
| PARALYZED VETERANS OF AMERICA | ||||||
| 15489 DEDEAUX ROAD | GULFPORT | MS | 39503 | DONATION - CC COAST | $500 | |
| PEARL RIVER COMMUNITY COLLEGE DEVELOPMENT FOUNDATION | ||||||
| 101 HIGHWAY 11 NORTH | POPLARVILLE | MS | 39470 | DONATION - ANNUAL CAMPAIGN SUPPORT | $1,000 | |
| PETAL CHILDREN'S TASK FORCE INC | ||||||
| 418 S MAIN STREET | PETAL | MS | 39465 | DONATION-CC PINEBELT | $1,000 | |
| PETAL EDUCATION FOUNDATION | ||||||
| PO BOX 948 | PETAL | MS | 39465 | DONATION-ROBOTICS | $2,000 | |
| PETAL UPPER ELEMENTARY SCHOOL | ||||||
| 400 HILLCREST LOOP | PETAL | MS | 39465 | BARTON AWARD | $3,000 | |
| PETAL UPPER ELEMENTARY SCHOOL | ||||||
| 400 HILLCREST LOOP | PETAL | MS | 39465 | BARTON AWARD | $3,000 | |
| PICAYUNE SCHOOL DISTRICT | ||||||
| 706 GOODYEAR BLVD | PICAYUNE | MS | 39466 | DONATION-ROBOTICS | $2,000 | |
| PINK HEART FUNDS | ||||||
| PO BOX 1047 | LONG BEACH | MS | 39560 | DONATION-CC G.O. | $500 | |
| PUBLIC EDUCATION FORUM OF MISSISSIPPI | ||||||
| 248 E CAPITOL ST STE 940 | JACKSON | MS | 39202 | DONATION | $5,000 | |
| RESILIENCE OF COASTAL KIDS | ||||||
| 12622 LAKE VILLAGE DR | GULFPORT | MS | 39503 | DONATION - CC WATSON | $275 | |
| RESILIENCE OF COASTAL KIDS | ||||||
| 12622 LAKE VILLAGE DR | GULFPORT | MS | 39503 | DONATION-CC G.O. | $500 | |
| ROBOTICS ALLIANCE OF MISSISSIPPI | ||||||
| 16649 OLD RIVER RD | VANCLEAVE | MS | 39565 | DONATION-LEGO LEAGUE COMPETITION | $5,000 | |
| SALVATION ARMY | ||||||
| PO BOX 9 | BILOXI | MS | 39533 | DONATION - CC PINEBELT | $1,000 | |
| SALVATION ARMY | ||||||
| PO BOX 9 | BILOXI | MS | 39533 | DONATION - CC PINEBELT | $1,000 | |
| SALVATION ARMY | ||||||
| PO BOX 9 | BILOXI | MS | 39533 | DONATION | $1,000 | |
| ST PATRICK HIGH SCHOOL | ||||||
| 18300 ST PATRICK RD | BILOXI | MS | 39532 | BARTON AWARD | $3,000 | |
| ST PATRICK HIGH SCHOOL | ||||||
| 18300 ST PATRICK RD | BILOXI | MS | 39532 | BARTON AWARD | $3,000 | |
| ST PATRICK HIGH SCHOOL | ||||||
| 18300 ST PATRICK RD | BILOXI | MS | 39532 | DONATION-ROBOTICS | $2,000 | |
| ST VINCENT DE PAUL COMMUNITY PHARMACY | ||||||
| 681 DIVISION STREET | BILOXI | MS | 39530 | DONATION-CC COAST | $500 | |
| ST VINCENT DE PAUL COMMUNITY PHARMACY | ||||||
| 681 DIVISION STREET | BILOXI | MS | 39530 | DONATION-CC G.O. | $250 | |
| STATE GAMES OF MISSISSIPPI INC | ||||||
| P O BOX 5866 | MERIDIAN | MS | 393025866 | DONATION | $5,000 | |
| STREETS DEFENSIVE DRIVING INC | ||||||
| 730 HILLCREST DR | LAUREL | MS | 39440 | DONATION | $200 | |
| SWAYZE EDUCATION FOUNDATION | ||||||
| 1300 STANDARD LIFE BUILDING | JACKSON | MS | 39201 | DONATION - STAR PROGRAM | $1,000 | |
| THE CONSERVATION FUND | ||||||
| 1655 NORTH FORT MYER DRIVE SUITE | ARLINGTON | VA | 22209 | DONATION | $1,000 | 1300 |
| THE GREATER PINEBELT COMMUNITY FOUNDATION | ||||||
| 1507 HARDY ST | HATTIESBURG | MS | 39401 | AMBASSADOR LEVEL CONTRIBUTION | $1,500 | |
| THE GREATER PINEBELT COMMUNITY FOUNDATION | ||||||
| 1507 HARDY ST | HATTIESBURG | MS | 39401 | DONATION - DISASTER RECOVERY FUND | $50,000 | |
| THE MONTGOMERY INSTITUTE | ||||||
| 200 24TH AVE S | MERIDIAN | MS | 39301 | DONATION | $2,000 | |
| THE PARTNERSHIP FOUNDATION | ||||||
| ONE CONVENTION CENTER PLAZA | HATTIESBURG | MS | 39401 | DONATION - COMPETITIVE EDGE | $10,000 | |
| TOUGALOO COLLEGE-OIA | ||||||
| 500 WEST COUNTY LINE ROAD | TOUGALOO | MS | 39174 | DONATION - SCHOLARSHIPS | $3,000 | |
| TOWN OF DECATUR | ||||||
| PO BOX 307 | DECATUR | MS | 39327 | DONATION | $500 | |
| TRUST FOR PUBLIC LANDS | ||||||
| 101 MONTGOMERGY ST STE 900 | SAN FRANCISCO | CA | 94104 | DONATION | $1,000 | |
| UNITED SERVICE ORGANIZATIONS INC | ||||||
| PO BOX 96322 | WASHINGTON | DC | 200906322 | DONATION - SUPPORT USO CENTERS | $30,000 | |
| UNITED SERVICE ORGANIZATIONS INC | ||||||
| PO BOX 96322 | WASHINGTON | DC | 200906322 | DONATION | $1,000 | |
| UNITED WAY FOR JACKSON & GEORGE COUNTIES | ||||||
| 3510 MAGNOLIA STREET | PASCAGOULA | MS | 39567 | DONATION-CORPORATE MATCH | $8,673 | |
| UNITED WAY FOR JACKSON & GEORGE COUNTIES | ||||||
| 3510 MAGNOLIA STREET | PASCAGOULA | MS | 39567 | DONATION-CORPORATE MATCH | $8,673 | |
| UNITED WAY FOR JACKSON & GEORGE COUNTIES | ||||||
| 3510 MAGNOLIA STREET | PASCAGOULA | MS | 39567 | DONATION-CORPORATE MATCH | $8,672 | |
| UNITED WAY OF EAST MISSISSIPPI | ||||||
| 1205 22ND AVENUE | MERIDIAN | MS | 39301 | DONATION-CORPORATE MATCH | $2,562 | |
| UNITED WAY OF EAST MISSISSIPPI | ||||||
| 1205 22ND AVENUE | MERIDIAN | MS | 39301 | DONATION-CORPORATE MATCH | $2,562 | |
| UNITED WAY OF EAST MISSISSIPPI | ||||||
| 1205 22ND AVENUE | MERIDIAN | MS | 39301 | DONATION-CORPORATE MATCH | $2,562 | |
| UNITED WAY OF EAST MISSISSIPPI | ||||||
| 1205 22ND AVENUE | MERIDIAN | MS | 39301 | DONATION-PACESETTER CAMPAIGN | $500 | |
| UNITED WAY OF SOUTH MISSISSIPPI | ||||||
| P O BOX 2128 | GULFPORT | MS | 39505 | DONATION-TOCQUEVILLE EVENT SPEAKER | $5,000 | |
| UNITED WAY OF SOUTH MISSISSIPPI | ||||||
| P O BOX 2128 | GULFPORT | MS | 39505 | DONATION-UWSM CAMPAIGN | $500 | |
| UNITED WAY OF SOUTH MISSISSIPPI | ||||||
| P O BOX 2128 | GULFPORT | MS | 39505 | DONATION-CORPORATE MATCH | $21,138 | |
| UNITED WAY OF SOUTH MISSISSIPPI | ||||||
| P O BOX 2128 | GULFPORT | MS | 39505 | DONATION-CORPORATE MATCH | $21,138 | |
| UNITED WAY OF SOUTH MISSISSIPPI | ||||||
| P O BOX 2128 | GULFPORT | MS | 39505 | DONATION-CORPORATE MATCH | $21,138 | |
| UNITED WAY OF SOUTHEAST MISSISSIPPI | ||||||
| P O BOX 1648 | HATTIESBURG | MS | 394031648 | DONATION-CORPORATE MATCH | $3,512 | |
| UNITED WAY OF SOUTHEAST MISSISSIPPI | ||||||
| P O BOX 1648 | HATTIESBURG | MS | 394031648 | DONATION-CORPORATE MATCH | $3,512 | |
| UNITED WAY OF SOUTHEAST MISSISSIPPI | ||||||
| P O BOX 1648 | HATTIESBURG | MS | 394031648 | DONATION-CORPORATE MATCH | $3,512 | |
| UNITED WAY OF THE PINE BELT REGION | ||||||
| PO BOX 2026 | LAUREL | MS | 39442 | DONATION-CORPORATE MATCH | $1,153 | |
| UNITED WAY OF THE PINE BELT REGION | ||||||
| PO BOX 2026 | LAUREL | MS | 39442 | DONATION-CORPORATE MATCH | $1,153 | |
| UNITED WAY OF THE PINE BELT REGION | ||||||
| PO BOX 2026 | LAUREL | MS | 39442 | DONATION-CORPORATE MATCH | $1,153 | |
| UNIVERSITY OF MISSISSIPPI FOUNDATION | ||||||
| PO BOX 429 | UNIVERSITY | MS | 38677 | DONATION-EDUCATIONAL MATCHING GIFT | $2,000 | |
| UNIVERSITY OF MISSISSIPPI FOUNDATION | ||||||
| PO BOX 429 | UNIVERSITY | MS | 38677 | DONATION-SCHOOL OF ENGINEERING | $2,500 | |
| UNIVERSITY OF SOUTHERN MISSISSIPPI FOUNDATION | ||||||
| SS BOX 5043 | HATTIESBURG | MS | 39406 | DONATION-MATCHING GIFT | $10,470 | |
| UNIVERSITY OF SOUTHERN MISSISSIPPI FOUNDATION | ||||||
| SS BOX 5043 | HATTIESBURG | MS | 39406 | DONATION-MATCHING GIFT | $17,675 | |
| UNIVERSITY OF SOUTHERN MISSISSIPPI | ||||||
| 118 COLLEGE DRIVE 5210 | HATTIESBURG | MS | 394060001 | DONATION-COLLEGE OF BUSINESS | $1,000 | |
| UNIVERSITY OF SOUTHERN MISSISSIPPI | ||||||
| 118 COLLEGE DRIVE 5210 | HATTIESBURG | MS | 394060001 | DONATION-MARKETING SCHOLARSHIP | $1,000 | |
| VANCLEAVE HIGH SCHOOL | ||||||
| 12424 MISSISSIPPI 57 | VANCLEAVE | MS | 39565 | BARTON AWARD | $3,000 | |
| VANCLEAVE HIGH SCHOOL | ||||||
| 12424 MISSISSIPPI 57 | VANCLEAVE | MS | 39565 | BARTON AWARD | $3,000 | |
| VISIONS OF HOPE | ||||||
| 125 N ENOLA DR | ENOLA | PA | 17025 | DONATION | $2,000 | |
| WESLEY HOUSE COMMUNITY CENTER INC | ||||||
| 1520 8TH AVE | MERIDIAN | MS | 39301 | DONATION - CC MERIDIAN | $500 | |
| WEST HARRISON HIGH SCHOOL | ||||||
| 10399 COUNTY FARM RD | GULFPORT | MS | 39503 | DONATION-ROBOTICS | $3,000 | |
| WOLF RIVER CONSERVATION SOCIETY INC | ||||||
| PO BOX 447 | PASS CHRISTIAN | MS | 39571 | DONATION | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $757,175 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $374,063 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,402,495 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,776,558 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,776,558 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | THE EARNINGS FROM INVESTING HELP FUND GIFTS TO VARIOUS NONPROFITS. |
| 4 | THE EARNINGS FROM INVESTING HELP FUND GIFTS TO VARIOUS NONPROFITS. |
| 8 | THE EARNINGS FROM INVESTING HELP FUND GIFTS TO VARIOUS NONPROFITS. |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $21,785 | Amt |
| Net Investment Income | $10,893 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10,893 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY SECURITIES | StockNm |
| EOY Book Value | $12,705,102 | EOYBookValueAmt |
| EOYFMV | $12,705,102 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,292,394 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,292,394 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MORTGAGE-BACKED SECURITIES | AT COST | $1,064,144 | $1,064,144 |
| CORPORATE DEBT SECURITIES | AT COST | $2,120,450 | $2,120,450 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT INCOME REC-H B | $25,489 | $28,643 | $28,643 |
| TAX REFUND RECEIVABLE | $1,975 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DUES & SUBSCRIPTIONS | $2,700 | $2,700 | $0 | $0 |
| INVESTMENT FEES | $67,722 | $67,722 | $0 | $0 |
| OFFICE SUPPLIES | $680 | $680 | $0 | $0 |
| REIMBURSABLE SALARY EXPENSE | $120,273 | $72,164 | $0 | $48,109 |
| EXPENDITURES RELATED TO KEEP SCHOLARSHIPS | $156 | $0 | $0 | $156 |
| BARTON AWARD EXPENSES | $8,189 | $0 | $0 | $8,189 |
| BANK FEES | $32 | $32 | $0 | $0 |
| SOFTWARE MAINTENANCE | $5,631 | $5,631 | $0 | $0 |
| SCS WORK ORDER | $7,298 | $7,298 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNREALIZED GAIN | $1,250,705 |
| PRIOR PERIOD ADJUSTMENT | $91,048 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $24,145 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $31,080 | Amt |
| Net Investment Income | $31,080 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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