MISSISSIPPI POWER FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MISSISSIPPI POWER FOUNDATION INC (EIN 72-1370746)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-13
- IRS object ID
- 201301339349102090
- Schema version
- 2012v2.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T16:12:23-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201941244 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HORNE LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721370746 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MISSISSIPPI POWER FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MISS | NameControl |
| Phone | 2288641211 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | REBECCA MONTGOMERY | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 2288655925 | Phone |
| Date Signed | 2013-05-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | AMIE T WHITTINGTON CPA | Name |
| PTIN | P01082167 | PTIN |
| Phone | 6019480940 | Phone |
| Date Prepared | 2013-05-10 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 17650504 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 382551 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 382551 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 579749 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 17158700 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 579749 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 962300 | TotalRevenueAndExpenses |
| Total Net Investment Income | 962300 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 109768 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 43907 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 65861 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 29721 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 14860 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 14860 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 15489 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 15489 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 12061 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 12061 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 0 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 242284 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 147969 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 94315 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 409323 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 234286 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 175036 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 2144065 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 2144065 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 2553388 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 234286 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 2319101 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -1591088 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 728014 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 76226 | CashBOY |
| Cash EOY | 29270 | CashEOY |
| Cash EOYFMV | 29270 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 3806722 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 306348 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 306348 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 1517835 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 1214740 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 1214740 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 5683517 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 11338814 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 11338814 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 6421562 | InvestmentsOtherBOY |
| Investments Other EOY | 4733868 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 4733868 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 48412 | OtherAssetsBOY |
| Other Assets EOY | 27464 | OtherAssetsEOY |
| Other Assets EOYFMV | 27464 | OtherAssetsEOYFMV |
| Total Assets BOY | 17554274 | TotalAssetsBOY |
| Total Assets EOY | 17650504 | TotalAssetsEOY |
| Total Assets EOYFMV | 17650504 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 45894 | AccountsPayableBOY |
| Accounts Payable EOY | 33489 | AccountsPayableEOY |
| Grants Payable BOY | 1230596 | GrantsPayableBOY |
| Grants Payable EOY | 1916000 | GrantsPayableEOY |
| Total Liabilities BOY | 1276490 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1949489 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 16277784 | UnrestrictedBOY |
| Unrestricted EOY | 15701015 | UnrestrictedEOY |
| Total Net Assets BOY | 16277784 | TotalNetAssetsBOY |
| Total Net Assets EOY | 15701015 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 17554274 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 17650504 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 16277784 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -1591088 | ExcessOfRevenueOverExpenses |
| Other Increases | 1014319 | OtherIncreases |
| Subtotal | 15701015 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 15701015 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | BANCORPSOUTH ACCT 0035 | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2011-01-01 | DateAcquired |
| Date Sold | 2012-12-31 | DateSold |
| Gross Sales Price | 17158700 | GrossSalesPrice |
| Cost Or Other Basis | 16578951 | CostOrOtherBasis |
| Gain Or Loss | 579749 | GainOrLoss |
| Gains Minus Excess Or Losses | 579749 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 579749 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 943430 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 8698415 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.108460 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 866344 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 8399170 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.103146 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 746130 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 8851965 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.084290 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1287146 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 11784407 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.109225 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1356052 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 12555642 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.108003 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.513124 | TotalDistributionRatio |
| Average Distribution Ratio | 0.102625 | AverageDistributionRatio |
| Net Noncharitable Assets | 17563660 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1802471 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 7280 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1809751 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 2319101 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 7280 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 7280 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 7280 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 9600 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 9600 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 2320 | Overpayment |
| Amount Credited To Next Year | 2320 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MS | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | MS REBECCA MONTGOMERY | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2288655925 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | 0 | TrFailToQualifyAsExceptions |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (12 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| JOHN ATHERTON | ||||||||
| PO BOX 4079 | GULFPORT | MS | 395024079 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| REBECCA MONTGOMERY | ||||||||
| PO BOX 4079 | GULFPORT | MS | 395024079 | EXECUTIVE DIRECTOR | 32.00 | 109768 | 0 | 15195 |
| 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 |
| TOMMY ANDERSON | ||||||||
| PO BOX 4079 | GULFPORT | MS | 395024079 | BOARD MEMBER | 0.00 | 0 | 0 | 0 |
| ED DAY | ||||||||
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Amount1 | 0 | Amount1 |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 17688281 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 142846 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 17831127 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 17831127 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 267467 | CashDeemedCharitable |
| Net Noncharitable Assets | 17563660 | NetNoncharitableAssets |
| Minimum Investment Return | 878183 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 878183 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 7280 | TaxBasedOnInvestmentIncome |
| Total Tax | 7280 | TotalTax |
| Distributable Amount Before Adj | 870903 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 870903 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 870903 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 2319101 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 2319101 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 7280 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 2311821 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 870903 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 731958 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 704444 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 305303 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 447788 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 518070 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 2707563 | TotalExcessDistriCarryover |
| Qualifying Distributions | 2319101 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 870903 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 1448198 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 4155761 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 731958 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 3423803 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 704444 | ExcessFromYear4 |
| Excess From Year3 | 305303 | ExcessFromYear3 |
| Excess From Year2 | 447788 | ExcessFromYear2 |
| Excess From Year1 | 518070 | ExcessFromYear1 |
| Excess From Current Year | 1448198 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | REBECCA MONTGOMERY | RecipientName |
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 Number | 2288655925 | RecipientPhoneNumber |
| Form And Info And Materials | SAME FORM AS USED AND SUBMITTED WITH PRIOR YEAR'S FORM 990-PF. | FormAndInfoAndMaterials |
| Submission Deadlines | NO SUBMISSION DEADLINES. | SubmissionDeadlines |
| 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. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (180 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| ALLIANCE FOR DOWNTOWN MERIDIAN | |||||
| 2120 5TH STREET | MERIDIAN | MS | 39301 | DONATION-MERIDIAN MISCELLANEOUS | $600 |
| ALLIANCE FOR DOWNTOWN MERIDIAN | |||||
| 2120 5TH STREET | MERIDIAN | MS | 39301 | DONATION-DOWNTOWN MERIDIAN PROGRAMS | $1,500 |
| ALZHEIMER'S AXXOICATION-MS CHAPTER | |||||
| 4900 POPLAR SPRINGS DRIVE SUITE 3 | MERIDIAN | MS | 39305 | DONATION-CC MERIDIAN | $350 |
| AMERICAN ASSOCIATION OF BLACKS IN ENERGY | |||||
| PO BOX 851675 | MOBILE | AL | 36685 | DONATION | $6,406 |
| AMERICAN CANCER SOCIETY | |||||
| 417 SECURITY SQUARE | GULFPORT | MS | 39507 | DONATION-JASPER COUNTY RELAY FOR LIFE CC MERIDIAN | $100 |
| AMERICAN CANCER SOCIETY | |||||
| 417 SECURITY SQUARE | GULFPORT | MS | 39507 | DONATION-SMITH COUNTY PINE BELT MISC | $250 |
| 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 | FOREST-RELAY FOR LIFE | $250 |
| AMERICAN CANCER SOCIETY | |||||
| 417 SECURITY SQUARE | GULFPORT | MS | 39507 | DONATION-CLARKE COUNTY RELAY FOR LIFE | $250 |
| AMERICAN CANCER SOCIETY | |||||
| 417 SECURITY SQUARE | GULFPORT | MS | 39507 | DONATION-RELAY FOR LIFE JONES COUNTY | $500 |
| AMERICAN CANCER SOCIETY | |||||
| 417 SECURITY SQUARE | GULFPORT | MS | 39507 | HARRISON COUNTY-CC COAST | $500 |
| AMERICAN CANCER SOCIETY | |||||
| 417 SECURITY SQUARE | GULFPORT | MS | 39507 | DONATION-KEMPER COUNTY RELAY FOR LIFE | $1,000 |
| AMERICAN CANCER SOCIETY | |||||
| 417 SECURITY SQUARE | GULFPORT | MS | 39507 | CC MERIDIAN | $2,500 |
| AMERICAN CANCER SOCIETY | |||||
| 417 SECURITY SQUARE | GULFPORT | MS | 39507 | LAUDERDALE COUNTY | $5,000 |
| AMERICAN CANCER SOCIETY | |||||
| 417 SECURITY SQUARE | GULFPORT | MS | 39507 | DONATION-RELAY FOR LIFE LAUDERDALE COUNTY | $5,000 |
| AMERICAN HEART ASSOCIATION | |||||
| PO BOX 8272 | GULFPORT | MS | 39506 | JONES CO. HEART WALK | $750 |
| AMERICAN HEART ASSOCIATION | |||||
| PO BOX 8272 | GULFPORT | MS | 39506 | GULF COAST HEART WALK-CC | $1,000 |
| AMERICAN HEART ASSOCIATION | |||||
| PO BOX 8272 | GULFPORT | MS | 39506 | GULF COAST HEART WALK | $10,000 |
| AMERICAN HEART ASSOCIATION | |||||
| PO BOX 8272 | GULFPORT | MS | 39506 | GULF COAST HEART WALK- EXEC MISC | $35,000 |
| ANNISTON AVENUE ELEMENTARY SCHOOL TEACHER | |||||
| 2314 JONES ST | GULFPORT | MS | 39507 | DONATION-BARTON | $3,000 |
| ANNISTON AVENUE ELEMENTARY SCHOOL | |||||
| 2314 JONES ST | GULFPORT | MS | 39507 | DONATION-BARTON | $3,000 |
| AREA DEVELOPMENT PARTNERSHIP FOUNDATION | |||||
| ONE CONVENTION CENTER PLAZA | HATTIESBURG | MS | 39401 | DONATION | $10,000 |
| AUBURN UNIVERSITY | |||||
| 317 S COLLEGE STREET | AUBURN | AL | 36849 | DONATION EDUCATION MATCH | $200 |
| AUDUBON MISSISSIPPI | |||||
| 4316 FOREST PARK DR | JACKSON | MS | 39211 | DONATION | $20,000 |
| BACK BAY MISSION | |||||
| 1012 DIVISION STREET | BILOXI | MS | 39530 | DONATION-CC COAST | $500 |
| BACKPACK BUDDIES OF EAST CENTRAL | |||||
| 15120 HWY 613 | MOSS POINT | MS | 39562 | CC-JACKON/GEORGE | $1,000 |
| BACOTMCCARTY FOUNDATION | |||||
| PO BOX 1442 | PASCAGOULA | MS | 395681442 | DONATION | $1,500 |
| BILOXI BAY CHAMBER | |||||
| 1050 BEACH BLVD | BILOXI | MS | 39530 | DONATION-AFRICAN AMERICAN ART & HERITAGE | $500 |
| BOY SCOUTS OF AMERICA | |||||
| 1318 HARDY STREET | HATTIESBURG | MS | 39401 | DONATION-CHOCTAW COUNCIL MERIDIAN | $1,500 |
| 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 | $5,000 |
| CARE LODGE DOMESTIC VIOLENCE SHELTER INC | |||||
| PO BOX 5331 | MERIDIAN | MS | 39302 | DONATION-CC MERIDIAN | $200 |
| CASA OF HARRISON COUNTY | |||||
| 47 MAPLES DR | GULFPORT | MS | 39507 | DONATION EXTERNAL AFFAIRS-MISC | $1,500 |
| CENTER FOR THE PREVENTION OF CHILD ABUSE | |||||
| 3201 D AVENUE | GULFPORT | MS | 39507 | CC-G.O. DONATION | $268 |
| 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 | $1,500 |
| CRUISIN' THE COAST | |||||
| PO BOX 424 | BILOXI | MS | 39533 | DONATION EXTERNAL AFFAIRS-MISC | $2,500 |
| DIABETES FOUNDATION OF MISSISSIPPI | |||||
| POBOX 17141 | HATTIESBURG | MS | 39404 | DONATION-CC MERIDIAN | $350 |
| EAST MISSISSIPPI COMMUNITY COLLEGE DEV FOUND | |||||
| 1512 KEMPER ST | SCOOBA | MS | 39358 | DONATION-TUITION GUARANTEE | $20,000 |
| EAST MISSISSIPPI FOOTHILLS LAND TRUST | |||||
| PO BOX 1608 | MERIDIAN | MS | 39302 | DONATION | $5,000 |
| EDUCATIONAL SUPPORT ORGANIZATION | |||||
| PO BOX 7785 | GULFPORT | MS | 39506 | SOUTH MS PREK3WARD INITIATVE | $10,000 |
| EXCEL BY 5 | |||||
| 140 ST JOHN AVE | BILOXI | MS | 39530 | DONATION | $60,000 |
| EXPLOSION OF EXCELLENCE | |||||
| 720 KREBS AVENUE | PASCAGOULA | MS | 39587 | DONATION-CC JACKSON COUNTY | $1,000 |
| EXPLOSION OF EXCELLENCE | |||||
| 720 KREBS AVENUE | PASCAGOULA | MS | 39587 | DONATION-CC JACKSON/GEORGE COUNTY | $1,000 |
| FEED BY FAITH | |||||
| 4000 5TH ST | MERIDIAN | MS | 39307 | DONATION CC MERIDIAN | $200 |
| FEED MY SHEEP | |||||
| PO BOX 6883 | GULFPORT | MS | 39506 | DONATION CC-G.O. | $500 |
| FEED MY SHEEP | |||||
| PO BOX 6883 | GULFPORT | MS | 39506 | DONATION-COAST | $500 |
| FIRST TEE OF MERIDIAN | |||||
| PO BOX 8028 | MERIDIAN | MS | 39303 | DONATION | $1,000 |
| FOREST HIGH SCHOOL TEACHER-BARTON | |||||
| 511 CLEVELAND ST | FOREST | MS | 39074 | DONATION | $3,000 |
| FOREST HIGH SCHOOL-BARTON | |||||
| 511 CLEVELAND ST | FOREST | MS | 39074 | DONATION | $3,000 |
| FOUNDATION FOR EDUCATION & ECONOMIC DEVELOPMENT | |||||
| 1012 N WEST ST | JACKSON | MS | 39202 | DONATION | $2,000 |
| FOUNDATION FOR MISSISSIPPI HISTORY | |||||
| 200 NORTH ST | JACKSON | MS | 39201 | DONATION-MS HISTORY & CIVIL RIGHTS MUSEUM | $50,000 |
| GOVERNOR'S MANSION FOUNDATION | |||||
| 300 EAST CAPITOL ST | JACKSON | MS | 39201 | DONATION | $25,000 |
| GREATER ECONOMIC DEVELOPMENT FOUNDATION | |||||
| 1636 POPPS FERRY RD | BILOXI | MS | 39532 | DONATION | $900 |
| GREENE COUNTY HIGH SCHOOL | |||||
| 4336 HIGH SCHOOL ROAD | LEAKESVILLE | MS | 39451 | DONATION-BARTON | $3,000 |
| GREENE COUNTY HIGH SCHOOL | |||||
| 4336 HIGH SCHOOL ROAD | LEAKESVILLE | MS | 39451 | DONATION-BARTON | $3,000 |
| GULF COAST COMMUNITY FOUNDATION | |||||
| PO BOX 6883 | GULFPORT | MS | 39502 | DONATION-PINK RIBBON CLASSIC CC-G.O. | $300 |
| 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. | $267 |
| GULF COAST WOMENS CENTER FOR NONVIOLENCE | |||||
| P O BOX 333 | BILOXI | MS | 39533 | DONATION-CC JACKSON/GEORGE | $300 |
| GULF OF MEXICO FOUNDATION | |||||
| PMB 51 5403 EVERHARD ROAD | CORPUS CHRISTI | TX | 78411 | DONATION-ENVIRONMENT MISC | $500 |
| GULF REGIONAL PLANNING COMMISSION | |||||
| 1232 PASS RD | GULFPORT | MS | 30501 | DONATION | $1,000 |
| 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 FOOD PANTRY INC | |||||
| PO BOX 4313 | BAY ST LOUIS | MS | 39521 | DONATION-CC COAST | $500 |
| HANCOCK MEDICAL FOUNDATION | |||||
| 149 DRINKWATER BLVD | BAY ST LOUIS | MS | 39520 | DONATION-COAST MISC | $250 |
| HOME OF GRACE | |||||
| P O BOX 5009 | VANCLEAVE | MS | 39565 | DONATION-CC JACKSON/GEORGE | $700 |
| HOPE HAVEN | |||||
| P O BOX 3777 | BAY ST LOUIS | MS | 39521 | DONATION-CC G.O. | $500 |
| HOPE VILLAGE FOR CHILDREN | |||||
| 2202 24TH ST | MERIDIAN | MS | 39301 | DONATION | $1,000 |
| JACKSON COUNTY ECONOMIC DEVELOPMENT FDN | |||||
| 3033 PASCAGOULA ST | PASCAGOULA | MS | 39568 | DONATION (FINAL PAYMENT 20018-2012) | $250,000 |
| JACKSON STATE UNIVERSITY | |||||
| 1400 J R LYNCH ST | JACKSON | MS | 39217 | DONATION | $1,000 |
| JONES COUNTY JUNIOR COLLEGE FOUNDATION | |||||
| 900 S COURT ST | ELLISVILLE | MS | 39437 | DONATION-BOBCAT MATH | $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 |
| KAPPA ALPHA PSI FRATERNITY | |||||
| 2322-24 NORTH BROAD STREET | PHILADEPHIA | PA | 191324590 | DONATION-MERIDIAN MISC | $250 |
| KEMPER COUNTY ECONOMIC DEV AUTHORITY | |||||
| 14062 HWY 16 | DE KALB | MS | 39328 | DONATION-PACES PROGRAM | $12,000 |
| KEMPER SPRINGS COMMUNITY CENTER | |||||
| 2397 KEMPER SPRINGS RD | DE KALB | MS | 39328 | DONATION-MERIICAN MISC | $2,000 |
| LAND TRUST FOR THE MS COASTAL PLAIN | |||||
| PO BOX 245 | BILOXI | MS | 39533 | DONATION-ENVIRONMENT MISC | $500 |
| LAND TRUST FOR THE MS COASTAL PLAIN | |||||
| PO BOX 245 | BILOXI | MS | 39533 | DONATION | $7,000 |
| LAUDERDALE OUTREACH & VOLUNTEER EFFORT | |||||
| PO BOX 562 | MERIDIAN | MS | 39302 | DONATION-CC MERIDIAN | $200 |
| LAUREN ROGERS MUSEUM OF ART | |||||
| 565 N 5TH AVENUE | LAUREL | MS | 39440 | DONATION-PINE BELT MISC | $500 |
| LAUREN ROGERS MUSEUM OF ART | |||||
| 565 N 5TH AVENUE | LAUREL | MS | 39440 | DONATION | $4,500 |
| LONG BEACH FOOD PANTRY | |||||
| 118 W FIFTH ST | LONG BEACH | MS | 39560 | DONATION-CC G.O. | $500 |
| LONG BEACH FOOD PANTRY | |||||
| 118 W FIFTH ST | LONG BEACH | MS | 39560 | DONATION-CC COAST | $500 |
| LONG BEACH SCHOOL DISTRICT | |||||
| 19148 COMMISSION ROAD | LONG BEACH | MS | 39560 | DONATION-10% FINAL PAYMENT OF GRANT | $195 |
| LORD IS MY HELP | |||||
| 1205 DESOTO ST | OCEAN SPRINGS | MS | 39564 | DONATION-CC JACKSON/GEORGE | $1,000 |
| LYNNE MEADOWS DISCOVERY CENTER | |||||
| 246 DOLAN AVE | GULFPORT | MS | 39507 | DONATION - 10% FINAL PAYMENT OF GRANT | $200 |
| MAKE-A-WISH FOUNDATION | |||||
| 576 HIGHLAND COLONY PARKWAY 120 | RIDGELAND | MS | 39157 | DONATION | $500 |
| MARION COUNTY DEVELOPMENT PARTNERSHIOP | |||||
| 412 COURTHOUSE SQUARE | COLUMBIA | MS | 39429 | DONATION-PEARL RIVER BASIN | $10,000 |
| MERIDIAN COMMUNITY COLLEGE FOUNDATION | |||||
| 910 MISSISSIPPI 19 | MERIDIAN | MS | 39307 | DONATION-TUITION GUARANTEE | $5,000 |
| MERIDIAN COUNCIL FOR THE ARTS | |||||
| PO BOX 1405 | MERIDIAN | MS | 39302 | DONATION | $500 |
| 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 | $1,500 |
| 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-SCHOLARSHIPS | $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 YMCA | |||||
| 1810 GOVERNMENT ST | OCEAN SPRINGS | MS | 39564 | DONATION | $50,000 |
| MISSISSIPPI GULF COAST YMCA | |||||
| 1810 GOVERNMENT STREET | OCEAN SPRINGS | MS | 39564 | DONATION-EXTERNAL AFFAIRS-MISC | $500 |
| MISSISSIPPI GULF RESORT CLASSIC FOUNDATION | |||||
| 11975 SEAWAY ROAD STE A228 | GULFPORT | MS | 39503 | DONATION | $11,000 |
| MISSISSIPPI MINORITY BUSINESS ALLIANCE INC | |||||
| PO BOX 10155 | JACKSON | MS | 39286 | DONATION | $10,000 |
| 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 | $3,561 |
| MISSISSIPPI SOCIETY FOR DISABILITIES | |||||
| 500-G EAST WOODROW WILSON DR | JACKSON | MS | 39296 | DONATION-EXTERNAL AFFAIRS-MISC | $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 | $12,840 |
| MISSISSIPPI STATE UNIVERSITY FOUNDATION | |||||
| PO BOX 6149 | MISSISSIPPI STATE | MS | 39762 | DONATION-EDUCATIONAL MATCHING GIFT | $63,070 |
| MS ENGINEERING SOCIETY | |||||
| 300 CASTLEWOODS BLVD | BRANDON | MS | 39047 | DONATION -MATH COUNTS | $100 |
| MS PUBLIC EDUCATION FORUM | |||||
| 248 E CAPITOL STREET SUITE 940 | JACKSON | MS | 392253276 | DONATION-STAR PROGRAM | $1,000 |
| MULTI COUNTY COMMUNITY SERVICE AGENCY | |||||
| 2900 ST PAUL ST | MERIDIAN | MS | 39301 | DONATION-MERIDIAN MISC | $1,000 |
| NAACP-BILOXI BRANCH | |||||
| 610 WATER STREET SUITE B | BILOXI | MS | 39530 | DONATION | $13,000 |
| NATIONAL GUARD ASSOCIATION OF MISSISSIPPI | |||||
| PO BOX 627 | JACKSON | MS | 39205 | DONATION-FAMILY RELIEF FUND | $1,000 |
| NEWSPAPER IN EDUCATION INSTITUTE | |||||
| 7009 VARNUM ST | LANDOVER HILLS | MD | 20784 | DONATION--GOLDEN APPLE AWARD | $10,000 |
| NEWTON UNITED GIVERS FUND | |||||
| PO BOX 301 | NEWTON | MS | 39345 | DONATION | $1,000 |
| NOURISHING PLACE | |||||
| PO BOX 7785 | GULFPORT | MS | 39506 | DONATION-CC COAST | $500 |
| OAK GROVE HIGH SCHOOL TEACHER | |||||
| 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 |
| OCEAN SPRINGS ALTERNATIVE ED CEN TEACHER | |||||
| 2330 GOVERNMENT ST | OCEAN SPRINGS | MS | 39564 | DONATION BARTON | $3,000 |
| OCEAN SPRINGS ALTERNATIVE ED CEN | |||||
| 2330 GOVERNMENT ST | OCEAN SPRINGS | MS | 39564 | DONATION | $3,000 |
| OCEAN SPRINGS CHAMBER OF COMMERCE | |||||
| 1000 WASHINGTON AVENUE | OCEAN SPRINGS | MS | 39564 | DONATION-PETER ANDERSON ARTS & CRAFTS FESTIVAL | $2,500 |
| OHR-O'KEEFE MUSEUM OF ART | |||||
| PO BOX 429 | BILOXI | MS | 39530 | DONATION-FINAL PAYMENT | $10,000 |
| PARTNERS FOR KEMPER COUNTY | |||||
| 285 VETERAN ST | DE KALB | MS | 39328 | DONATION | $1,000,000 |
| PARTNERS FOR STENNIS | |||||
| 111 COURT STREET | BAY ST LOUIS | MS | 39520 | DONATION-COAST MISC | $500 |
| PETAL ASSOCIATION FOR FAMILIES | |||||
| 787 S MAIN ST STE C | PETAL | MS | 39465 | DONATION-CC PINEBELT | $500 |
| 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 FAMILY YMCA | |||||
| 547 HILLCREST LOOP | PETAL | MS | 39465 | DONATION-PINE BELT MISC | $500 |
| PICAYUNE SCHOOL DISTRICTS | |||||
| 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 |
| PURPOSEFUL PONY | |||||
| 259 MITCHELL RD | PURVIS | MS | 39475 | DONATION-CC PINE BELT | $500 |
| 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-SCHOLARS INITIATIVE | $5,000 |
| SALVATION ARMY | |||||
| PO BOX 9 | BILOXI | MS | 39533 | DONATIN-CC ANGLE TREE LAUREL CC PINE BELT | $500 |
| SALVATION ARMY | |||||
| PO BOX 9 | BILOXI | MS | 39533 | DONATION-ANGLE TREE HATTIESBURG CC PINEBELT | $500 |
| SALVATION ARMY | |||||
| PO BOX 9 | BILOXI | MS | 39533 | DONATION-ANGEL TREE- CC COAST | $1,000 |
| SALVATION ARMY | |||||
| PO BOX 9 | BILOXI | MS | 39533 | DONATION-ANGEL TREE- CC WATSON | $5,000 |
| SAV-A-LIFE OF PEARL RIVER AREA INC | |||||
| 1101 GOODYEAR BOULEVARD | PICAYUNE | MS | 39466 | DONATION-CC PINEBELT | $500 |
| 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 G.O. | $500 |
| STATE GAMES OF MISSISSIPPI INC | |||||
| P O BOX 5866 | MERIDIAN | MS | 393025866 | DONATION | $5,000 |
| TEMPLE THEATER FOR THE PERFORMING ARTS | |||||
| 2320 8TH ST | MERIDIAN | MS | 39302 | DONATION-MERIDIAN MISC | $500 |
| TRUST FOR PUBLIC LANDS | |||||
| 101 MONTGOMERGY ST STE 900 | SAN FRANCISCO | CA | 94104 | DONATION | $1,000 |
| UNITED CHRISTIAN OUTREACH INC | |||||
| 3507 PINE ST | PASCAGOULA | MS | 39567 | DONATION-CC JACKSON/GEORGE | $1,000 |
| UNITED WAY FOR JACKSON & GEORGE COUNTIES | |||||
| 3510 MAGNOLIA STREET | PASCAGOULA | MS | 39567 | DONATION-CORPORATE MATCH | $8,387 |
| UNITED WAY FOR JACKSON & GEORGE COUNTIES | |||||
| 3510 MAGNOLIA STREET | PASCAGOULA | MS | 39567 | DONATION-CORPORATE MATCH | $8,387 |
| UNITED WAY FOR JACKSON & GEORGE COUNTIES | |||||
| 3510 MAGNOLIA STREET | PASCAGOULA | MS | 39567 | DONATION-CORPORATE MATCH | $8,387 |
| UNITED WAY OF EAST MISSISSIPPI | |||||
| 1205 22ND AVENUE | MERIDIAN | MS | 39301 | DONATION-CORPORATE MATCH | $2,938 |
| UNITED WAY OF EAST MISSISSIPPI | |||||
| 1205 22ND AVENUE | MERIDIAN | MS | 39301 | DONATION-CORPORATE MATCH | $2,938 |
| UNITED WAY OF EAST MISSISSIPPI | |||||
| 1205 22ND AVENUE | MERIDIAN | MS | 39301 | DONATION-CORPORATE MATCH | $2,938 |
| UNITED WAY OF SOUTH MISSISSIPPI | |||||
| P O BOX 2128 | GULFPORT | MS | 39505 | DONATION-CORPORATE MATCH | $22,068 |
| UNITED WAY OF SOUTH MISSISSIPPI | |||||
| P O BOX 2128 | GULFPORT | MS | 39505 | DONATION-CORPORATE MATCH | $22,068 |
| UNITED WAY OF SOUTH MISSISSIPPI | |||||
| P O BOX 2128 | GULFPORT | MS | 39505 | DONATION-CORPORATE MATCH | $22,068 |
| UNITED WAY OF SOUTHEAST MISSISSIPPI | |||||
| P O BOX 1648 | HATTIESBURG | MS | 394031648 | DONATION-CORPORATE MATCH | $3,521 |
| UNITED WAY OF SOUTHEAST MISSISSIPPI | |||||
| P O BOX 1648 | HATTIESBURG | MS | 394031648 | DONATION-CORPORATE MATCH | $3,521 |
| UNITED WAY OF SOUTHEAST MISSISSIPPI | |||||
| P O BOX 1648 | HATTIESBURG | MS | 394031648 | DONATION-CORPORATE MATCH | $3,521 |
| UNITED WAY OF THE PINE BELT REGION | |||||
| PO BOX 2026 | LAUREL | MS | 39442 | DONATION-CORPORATE MATCH | $1,180 |
| UNITED WAY OF THE PINE BELT REGION | |||||
| PO BOX 2026 | LAUREL | MS | 39442 | DONATION-CORPORATE MATCH | $1,180 |
| UNITED WAY OF THE PINE BELT REGION | |||||
| PO BOX 2026 | LAUREL | MS | 39442 | DONATION-CORPORATE MATCH | $1,181 |
| UNIVERSITY OF ALABAMA | |||||
| UNIVERSITY OF ALBAMA | TUSCALOOSA | AL | 35487 | DONATION-EDUCATION MATCHING GIFT | $1,500 |
| UNIVERSITY OF MISSISSIPPI FOUNDATION | |||||
| PO BOX 429 | UNIVERSITY | MS | 38677 | DONATION-SCHOOL OF ENGINEERING | $2,500 |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | |||||
| 209 SOUTH RD | CHAPEL HILL | NC | 27599 | DONATION-EDUCATIONAL MATCHING GIFT | $250 |
| UNIVERSITY OF SOUTHERN MISSISSIPPI FOUNDATION | |||||
| 118 COLLEGE DRIVE 5210 | HATTIESBURG | MS | 394060001 | DONATION-COLLEGE OF BUSINESS | $1,000 |
| UNIVERSITY OF SOUTHERN MISSISSIPPI FOUNDATION | |||||
| SS BOX 5043 | HATTIESBURG | MS | 39406 | DONATION-MARKETING SCHOLARSHIP | $1,000 |
| UNIVERSITY OF SOUTHERN MISSISSIPPI FOUNDATION | |||||
| SS BOX 5043 | HATTIESBURG | MS | 39406 | DONATION-MATCHING GIFT | $2,200 |
| UNIVERSITY OF SOUTHERN MISSISSIPPI FOUNDATION | |||||
| SS BOX 5043 | HATTIESBURG | MS | 39406 | DONATION-MATCHING GIFT | $30,475 |
| USM THE CHILDREN'S CENTER FOR COMMUNICATION AND DEVELOPMENT | |||||
| 118 COLLEGE DRIVE 5210 | HATTIESBURG | MS | 394060001 | DONATION-CC PINE BELT | $1,500 |
| VAN CLEAVE MIDDLE SCHOOL TEACHER | |||||
| 4752 BULLDOG LANE | VANCLEAVE | MS | 39565 | DONATION-BARTON | $3,000 |
| VANCLEAVE MIDDLE SCHOOL | |||||
| 4752 BULLDOG LANE | VANCLEAVE | MS | 39565 | DONATION-BARTON | $3,000 |
| VICTORY SPORTS FOUNDATION | |||||
| PO BOX 1998 | RIDGELAND | MS | 39158 | DONATION-EXTERNAL AFFAIRS-MISC | $5,000 |
| WALTER ANDERSON MUSEUM OF ART INC | |||||
| 510 WASHINGTON AVENUE | OCEAN SPRINGS | MS | 39564 | DONATION | $7,500 |
| WESLEY HOUSE COMMUNITY CENTER | |||||
| 1520 8TH AVE | MERIDIAN | MS | 39302 | DONATION-CC-MERIDIAN | $200 |
| WEST HARRISON HIGH SCHOOL | |||||
| 10399 COUNTY FARM RD | GULFPORT | MS | 39503 | DONATION-ROBOTICS | $4,000 |
| WINNING THE FIGHT | |||||
| 701 WARREN ROAD | LUTZ | FL | 33548 | DONATION-CC MERIDIAN | $1,000 |
| WINNING THE FIGHT | |||||
| 701 WARREN ROAD | LUTZ | FL | 33548 | DONATION | $12,500 |
| WOLF RIVER CONSERVATION SOCIETY INC | |||||
| PO BOX 447 | PASS CHRISTIAN | MS | 39571 | DONATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 2144065 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $382,551 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $579,749 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $962,300 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 962300 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (3 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 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 Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $29,721 | Amount |
| Net Investment Income | 14860 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 14860 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | EQUITY SECURITIES | NameOfStock |
| EOY Book Value | 11338814 | EOYBookValue |
| EOYFMV | 11338814 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 1214740 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 1214740 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| MORTGAGE-BACKED SECURITIES | AT COST | 2453509 | 2453509 |
| CORPORATE DEBT SECURITIES | AT COST | 2280359 | 2280359 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| INVESTMENT INCOME REC-H B | 35045 | 25489 | 25489 |
| TAX REFUND RECEIVABLE | 13367 | 1975 | 1975 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (9 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| DUES & SUBSCRIPTIONS | 3376 | 3376 | 0 | 0 |
| INVESTMENT FEES | 62072 | 62072 | 0 | 0 |
| MISCELLANEOUS EXPENSE | 101 | 101 | 0 | 0 |
| OFFICE SUPPLIES | 8796 | 8796 | 0 | 0 |
| REIMBURSABLE SALARY EXPENSE | 115686 | 69412 | 0 | 46274 |
| EXPENDITURES RELATED TO KEEP SCHOLARSHIPS | 3335 | 0 | 0 | 3335 |
| OTHER FEES AND EXPENSES | 1624 | 1624 | 0 | 0 |
| BARTON AWARD EXPENSES | 44706 | 0 | 0 | 44706 |
| BANK FEES | 2588 | 2588 | 0 | 0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNREALIZED GAIN | $906,362 |
| PRIOR PERIOD ADJUSTMENT | $107,957 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | Category |
| Amount | $15,489 | Amount |
| Net Investment Income | 15489 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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