CADENCE BANK FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CADENCE BANK FOUNDATION (EIN 64-6217237)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-14
- IRS object ID
- 201431349349100548
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-14T09:41:38-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560747981 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIXON HUGHES GOODMAN LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2140 - 11TH AVE SOUTH SUITE 400 | AddressLine1 |
| City | BIRMINGHAM | City |
| State | AL | State |
| ZIP Code | 35205 | 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 | 646217237 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANCORPSOUTH FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BANC | BusinessNameControlTxt |
| Phone | 6626802000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 789 | AddressLine1 |
| City | TUPELO | City |
| State | MS | State |
| ZIP Code | 38802 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CATHY FREEMAN | PersonNm |
| Person Title | DISTRIBUTION COMMITTEE MEMBER | PersonTitleTxt |
| Phone | 6626802000 | PhoneNum |
| Signature | 2014-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WALLACE DUNN II | PreparerPersonNm |
| PTIN | P00734748 | PTIN |
| Phone | 2052125300 | PhoneNum |
| Preparation | 2014-05-12 | 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 | $2,405,978 | 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 | $28,192 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,598 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $281,964 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,085,649 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $281,964 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $310,156 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $308,562 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,415 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,976 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,834 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,391 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,834 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $834,575 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $834,575 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $857,966 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,834 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $834,575 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$547,810 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $293,728 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $158,257 | CashBOYAmt |
| Cash EOY | $19,610 | CashEOYAmt |
| Cash EOYFMV | $19,610 | CashEOYFMVAmt |
| US Government Obligations BOY | $1,175,671 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,273,628 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,238,734 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,418,456 | CorporateStockBOYAmt |
| Corporate Stock EOY | $911,336 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,083,634 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $195,000 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $195,000 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $195,000 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $64,000 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,947,384 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,399,574 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,405,978 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,947,384 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,399,574 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,947,384 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,399,574 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,947,384 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,399,574 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,947,384 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$547,810 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,399,574 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,399,574 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,043,073 | $803,685 | $239,388 | $239,388 | |
| CAPITAL GAINS DIVIDENDS | $42,576 | $42,576 | $42,576 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $281,964 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $139,600 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,035,882 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045983 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $136,900 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,102,907 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044120 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $65,100 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,991,865 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.021759 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $78,600 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,735,192 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.028737 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $340,492 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,116,386 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.109259 | DistributionYr5Rt |
| Total Distribution | 0.249858 | TotalDistributionRt |
| Average Distribution | 0.049972 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,720,517 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $135,950 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,937 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $138,887 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $834,575 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,937 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,937 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,937 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,854 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,854 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $7 | EsPenaltyAmt |
| Tax Due | $90 | 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 | JOHN GLOVER | IndividualWithBooksNm |
| Phone | 6626802319 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BANCORPSOUTH BANK PO BOX 789 | AddressLine1 |
| City | TUPELO | City |
| State | MS | State |
| ZIP Code | 38802 | 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 |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| BANCORPSOUTH BANK | ||||||||
| PO BOX 789 | TUPELO | MS | 38802 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| CATHY S FREEMAN | ||||||||
| PO BOX 789 | TUPELO | MS | 38802 | DISTRIBUTION COMMITTEE MEM | 0.25 | $0 | $0 | $0 |
| WILLIAM L PRATER | ||||||||
| PO BOX 789 | TUPELO | MS | 38802 | DISTRIBUTION COMMITTEE MEM | 0.25 | $0 | $0 | $0 |
| GREG RAY | ||||||||
| PO BOX 789 | TUPELO | MS | 38802 | DISTRIBUTION COMMITTEE MEM | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,609,013 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $88,933 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $64,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,761,946 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,761,946 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,429 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,720,517 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $136,026 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $136,026 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,937 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,937 | TotalTaxAmt |
| Distributable Before Adj | $133,089 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $133,089 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $133,089 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $834,575 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $834,575 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,937 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $831,638 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $133,089 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $74,897 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $65,100 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $136,900 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $139,600 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $416,497 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $834,575 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $133,089 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $701,486 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,117,983 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,117,983 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $74,897 | ExcessFromYear4Amt |
| Excess From Year3 | $65,100 | ExcessFromYear3Amt |
| Excess From Year2 | $136,900 | ExcessFromYear2Amt |
| Excess From Year1 | $139,600 | ExcessFromYear1Amt |
| Excess From Current Year | $701,486 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CATHY S FREEMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 789 | AddressLine1 |
| City | TUPELO | City |
| State | MS | State |
| ZIP Code | 38802 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6626802000 | RecipientPhoneNum |
| Form And Info And Materials | LETTER FROM THE ORGANIZATION REQUESTING FUNDS AND GIVING THE NATURE OF USE OF THE FUNDS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | REQUESTS ARE REVIEWED ON A QUARTERLY BASIS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | CONTRIBUTIONS ARE ONLY MADE TO 501(C) ENTITIES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|
| 100 BLACK MEN OF WEST TENNESSEE | |||||||
| PO BOX 7643 | JACKSON | TN | 38302 | PC | FUNDS DONATED FOR USE BY CHARITABLE ORGANIZATION | $5,000 | |
| AMERICAN CANCER SOCIETY | |||||||
| 1380 LIVINGSTON LANE | JACKSON | MS | 39213 | PC | FUNDS DONATED FOR USE BY CHARITABLE ORGANIZATION | $50,000 | |
| BOY SCOUTS OF AMERICA CHICKASAW COUNCIL | |||||||
| 171 SOUTH HOLLYWOOD | MEMPHIS | TN | 38112 | PC | FUNDS DONATED FOR USE BY CHARITABLE ORGANIZATION | $1,000 | |
| BOY SCOUTS OF AMERICA PINE BURR AREA COUNCIL | |||||||
| 1318 HARDY STREET | HATTIESBURG | MS | 39401 | PC | FUNDS DONATED FOR USE BY CHARITABLE ORGANIZATION | $7,000 | |
| BOY SCOUTS OF AMERICA PUSHMATAHA AREA COUNCIL | |||||||
| PO BOX 9570 | COLUMBUS | MS | 39705 | PC | FUNDS DONATED FOR USE BY CHARITABLE ORGANIZATION | $1,500 | |
| BOY SCOUTS OF AMERICA YOCONA AREA COUNCIL | |||||||
| 505 AIR PARK ROAD | TUPELO | MS | 38801 | PC | FUNDS DONATED FOR USE BY CHARITABLE ORGANIZATION | $17,000 | |
| CARE TO LEARN | |||||||
| 425 EAST TRAFFICWAY | SPRINGFIELD | MO | 65806 | PC | FUNDS DONATED FOR USE BY CHARITABLE ORGANIZATION | $4,500 | |
| CENTRAL ARKANSAS DEVELOPMENT COUNCIL | |||||||
| PO BOX 580 | BENTON | AR | 72018 | PC | FUNDS DONATED FOR USE BY CHARITABLE ORGANIZATION | $6,000 | |
| CLIMB COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 1316 30TH AVENUE | GULFPORT | MS | 39501 | PC | FUNDS DONATED FOR USE BY CHARITABLE ORGANIZATION | $5,000 | |
| EPWORTH CHILDREN AND FAMILY SERVICES | |||||||
| 110 NORTH ELM AVENUE | ST LOUIS | MO | 63119 | PC | FUNDS DONATED FOR USE BY CHARITABLE ORGANIZATION | $3,750 | |
| GOOD SHEPHERD FOUNDATION | |||||||
| 700 EAST MARSHALL AVENUE | LONGVIEW | TX | 75601 | SO | FUNDS DONATED FOR USE BY CHARITABLE ORGANIZATION | $3,100 | |
| HEALTH CARE FOUNDATION OF GREATER KANSAS CITY | |||||||
| 2700 EAST 18TH STREET | KANSAS CITY | MO | 64127 | SO | FUNDS DONATED FOR USE BY CHARITABLE ORGANIZATION | $10,000 | |
| IMPACT MISSIONS | |||||||
| 5699 GETWELL ROAD BUILDING H SUITE | SOUTHAVEN | MS | 38672 | PC | FUNDS DONATED FOR USE BY CHARITABLE ORGANIZATION | $1,500 | 1 |
| JOBS FOR MISSISSIPPI GRADUATES | |||||||
| 6055 RIDGEWOOD ROAD SUITE A | JACKSON | MS | 39211 | PC | FUNDS DONATED FOR USE BY CHARITABLE ORGANIZATION | $3,000 | |
| JUMPSTART COALITION FOR PERSONAL FINANCIAL LITERACY | |||||||
| 6675 STAGE ROAD | MEMPHIS | TN | 38134 | PC | FUNDS DONATED FOR USE BY CHARITABLE ORGANIZATION | $5,000 | |
| LONGVIEW HABITAT FOR HUMANITY | |||||||
| PO BOX 2551 | LONGVIEW | TX | 75606 | PC | FUNDS DONATED FOR USE BY CHARITABLE ORGANIZATION | $10,000 | |
| MB SWAYZE EDUCATIONAL FOUNDATION | |||||||
| PO BOX 23276 | JACKSON | MS | 39225 | PC | FUNDS DONATED FOR USE BY CHARITABLE ORGANIZATION | $200,000 | |
| MADISON COUNTIANS ALLIED AGAINST POVERTY | |||||||
| PO BOX 217 | CANTON | MS | 39046 | PC | FUNDS DONATED FOR USE BY CHARITABLE ORGANIZATION | $3,000 | |
| MARCH OF DIMES | |||||||
| 1991 LAKELAND DRIVE SUITE G | JACKSON | MS | 39216 | PC | FUNDS DONATED FOR USE BY CHARITABLE ORGANIZATION | $8,000 | |
| MISSISSIPPI CHILDRENS MUSEUM | |||||||
| PO BOX 55409 | JACKSON | MS | 39296 | PC | FUNDS DONATED FOR USE BY CHARITABLE ORGANIZATION | $10,000 | |
| MISSISSIPPI COUNCIL ON ECONOMIC EDUCATION | |||||||
| 1701 NORTH STATE STREET | JACKSON | MS | 39210 | PC | FUNDS DONATED FOR USE BY CHARITABLE ORGANIZATION | $10,000 | |
| MISSISSIPPI MUSEUM OF ART | |||||||
| 380 SOUTH LAMAR STREET | JACKSON | MS | 39201 | PC | FUNDS DONATED FOR USE BY CHARITABLE ORGANIZATION | $7,500 | |
| MISSISSIPPI STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 6149 | MISSISSIPPI STATE | MS | 39762 | PC | FUNDS DONATED FOR USE BY CHARITABLE ORGANIZATION | $50,000 | |
| MISSOURI STATE UNIVERSITY FOUNDATION | |||||||
| 901 SOUTH NATIONAL AVENUE | SPRINGFIELD | MO | 65897 | PC | FUNDS DONATED FOR USE BY CHARITABLE ORGANIZATION | $200,000 | |
| MISSOURI STATE UNIVERSITY FOUNDATION | |||||||
| 901 SOUTH NATIONAL AVENUE | SPRINGFIELD | MO | 65897 | PC | FUNDS DONATED FOR USE BY CHARITABLE ORGANIZATION | $5,000 | |
| PARTNERSHIP FOUNDATION | |||||||
| 1 CONVENTION CENTER PLAZA | HATTIESBURG | MS | 39401 | PC | FUNDS DONATED FOR USE BY CHARITABLE ORGANIZATION | $21,000 | |
| PINEY WOODS FAIR | |||||||
| 3805 NORTHWEST STALLINGS DRIVE | NACOGDOCHES | TX | 75964 | PC | FUNDS DONATED FOR USE BY CHARITABLE ORGANIZATION | $3,000 | |
| PORTER LEATH HOME | |||||||
| 868 NORTH MANASSAS STREET | MEMPHIS | TN | 38107 | PC | FUNDS DONATED FOR USE BY CHARITABLE ORGANIZATION | $7,500 | |
| SOUTHERN ARKANSAS UNIVERSITY FOUNDATION | |||||||
| PO BOX 9174 | MAGNOLIA | AR | 71754 | PC | FUNDS DONATED FOR USE BY CHARITABLE ORGANIZATION | $6,000 | |
| SPRINGFIELD BUSINESS DEVELOPMENT CORPORATION | |||||||
| PO BOX 1687 | SPRINGFIELD | MO | 65801 | PC | FUNDS DONATED FOR USE BY CHARITABLE ORGANIZATION | $15,000 | |
| ST BERNARDS HOSPITAL DEVELOPMENT FOUNDATION | |||||||
| 400 EAST STREET | JONESBORO | AR | 72401 | PC | FUNDS DONATED FOR USE BY CHARITABLE ORGANIZATION | $5,000 | |
| THE MISSISSIPPI PARTNERSHIP FOR ECONOMIC DEVELOPMENT | |||||||
| PO BOX 23276 | JACKSON | MS | 39225 | PC | FUNDS DONATED FOR USE BY CHARITABLE ORGANIZATION | $20,000 | |
| THE SALVATION ARMY | |||||||
| 1450 RIVERSIDE DRIVE | JACKSON | MS | 39202 | PC | FUNDS DONATED FOR USE BY CHARITABLE ORGANIZATION | $2,000 | |
| THE SALVATION ARMY | |||||||
| 1450 RIVERSIDE DRIVE | JACKSON | MS | 39202 | PC | FUNDS DONATED FOR USE BY CHARITABLE ORGANIZATION | $6,300 | |
| THOMAS HOSPITAL FOUNDATION | |||||||
| PO BOX 929 | FAIRHOPE | AL | 36533 | SO | FUNDS DONATED FOR USE BY CHARITABLE ORGANIZATION | $3,000 | |
| UNITED WAY OF CENTRAL ALABAMA | |||||||
| PO BOX 320189 | BIRMINGHAM | AL | 35232 | PC | FUNDS DONATED FOR USE BY CHARITABLE ORGANIZATION | $3,000 | |
| UNITED WAY OF FORT SMITH AREA | |||||||
| PO BOX 2300 | FORT SMITH | AR | 72902 | PC | FUNDS DONATED FOR USE BY CHARITABLE ORGANIZATION | $28,000 | |
| UNITED WAY OF SOUTHEAST MISSISSIPPI | |||||||
| PO BOX 1648 | HATTIESBURG | MS | 39403 | PC | FUNDS DONATED FOR USE BY CHARITABLE ORGANIZATION | $6,925 | |
| UNITED WAY OF THE CAPITAL AREA | |||||||
| 843 NORTH PRESIDENT STREET | JACKSON | MS | 39202 | PC | FUNDS DONATED FOR USE BY CHARITABLE ORGANIZATION | $27,500 | |
| UNITED WAY OF UNION COUNTY | |||||||
| 200 NORTH JEFFERSON SUITE 103 | EL DORADO | AR | 71730 | PC | FUNDS DONATED FOR USE BY CHARITABLE ORGANIZATION | $7,500 | |
| UNIVERSITY OF SOUTHERN MISSISSIPPI ATHLETIC FOUNDATION | |||||||
| 118 COLLEGE DRIVE 5017 | HATTIESBURG | MS | 39406 | PC | FUNDS DONATED FOR USE BY CHARITABLE ORGANIZATION | $10,000 | |
| UNIVERSITY OF SOUTHERN MISSISSIPPI FOUNDATION | |||||||
| 118 COLLEGE DRIVE 5210 | HATTIESBURG | MS | 39406 | PC | FUNDS DONATED FOR USE BY CHARITABLE ORGANIZATION | $15,000 | |
| UNIVERSITY OF SOUTHERN MISSISSIPPI | |||||||
| 118 COLLEGE DRIVE 5143 | HATTIESBURG | MS | 39406 | PC | FUNDS DONATED FOR USE BY CHARITABLE ORGANIZATION | $5,000 | |
| USA INTERNATIONAL BALLET COMPETITION | |||||||
| PO BOX 3696 | JACKSON | MS | 39207 | PC | FUNDS DONATED FOR USE BY CHARITABLE ORGANIZATION | $6,250 | |
| USA INTERNATIONAL BALLET COMPETITION | |||||||
| PO BOX 3696 | JACKSON | MS | 39207 | PC | FUNDS DONATED FOR USE BY CHARITABLE ORGANIZATION | $6,250 | |
| YOUTH VILLAGES | |||||||
| 3320 BROTHER BLVD | MEMPHIS | TN | 38133 | PC | FUNDS DONATED FOR USE BY CHARITABLE ORGANIZATION | $3,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $834,575 | 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 | $28,192 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $281,964 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $310,156 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $310,156 | TotalIncomeProducingActyAmt |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DWS DREMAN SMALL CAP VALUE INST | $0 | $0 |
| DODGE & COX STOCK FUND | $0 | $0 |
| FIRST WESTERN BANCSHARES INC CERT. #682 | $216,889 | $190,538 |
| FEDERATED INTERCONTINENTAL INST | $35,867 | $40,617 |
| FIDELITY ADVISOR NEW INSIGHT S INST | $133,701 | $171,371 |
| JOHN HANCOCK DISCIP VALUE MID CAP | $34,501 | $51,959 |
| FRANKLIN MUTUAL DISCOVERY Z FUND | $106,667 | $128,786 |
| T. ROWE PRICE GROWTH STOCK | $39,586 | $82,547 |
| T. ROWE PRICE EQUITY INCOME FUND | $136,016 | $190,311 |
| T. ROWE PRICE MID CAP GROWTH FUND | $40,642 | $49,897 |
| ROYCE PENNSYLVANIA MUTUAL FD | $12,767 | $15,442 |
| PIONEER MULTI-ASSET ULTRASHORT INC FUND | $30,298 | $30,226 |
| RS GLOBAL NATURAL RESOURCES | $24,546 | $22,421 |
| T. ROWE PRICE SMALL CAP VALUE FUND | $22,669 | $25,273 |
| JOHN HANCOCK DISCIP VALUE MID CAP | $77,187 | $84,246 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,223,174 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,186,911 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $50,454 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $51,823 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE EXPENSE | $142 | $0 | $0 |
| FIDUCIARY FEES | $14,834 | $14,834 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REAL ESTATE TAXES | $4,915 | $0 | $0 |
| INVESTMENT EXCISE TAX | $3,500 | $0 | $0 |
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