MISSISSIPPI POWER EDUCATION FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MISSISSIPPI POWER EDUCATION FOUNDATION INC (EIN 64-0707536)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-15
- IRS object ID
- 201202289349100880
- Schema version
- 2011v1.2
- 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
- Dissolution Stmt
- Liquidation Explanation Stmt
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-15T16:39:50-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 640707536 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MISSISSIPPI POWER EDUCATION 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 | 395024079 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | REBECCA MONTGOMERY | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 2288655925 | Phone |
| Date Signed | 2012-08-15 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | X | FinalReturn |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 0 | 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 |
| Interest On Savings Rev And Expnss | 126 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 126 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 285704 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 285704 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 501215 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 8277017 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 501215 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 787045 | TotalRevenueAndExpenses |
| Total Net Investment Income | 787045 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 50257 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 20103 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 30154 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 15179 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 9107 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 6072 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 29579 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 29579 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 1908 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 1908 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 0 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 118821 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 96619 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 6588 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 22202 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 215744 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 157316 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 6588 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 58428 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 9491455 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 9491455 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 9707199 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 157316 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 6588 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 9549883 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -8920154 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 629729 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -46 | CashBOY |
| Savings And Temp Cash Invst BOY | 354041 | SavingsAndTempCashInvstBOY |
| Investments Govt Oblig BOY | 528829 | InvestmentsGovtObligBOY |
| Investments Corp Stock BOY | 8977488 | InvestmentsCorpStockBOY |
| Investments Other BOY | 1637546 | InvestmentsOtherBOY |
| Other Assets BOY | 26248 | OtherAssetsBOY |
| Other Assets EOY | 0 | OtherAssetsEOY |
| Other Assets EOYFMV | 0 | OtherAssetsEOYFMV |
| Total Assets BOY | 11524106 | TotalAssetsBOY |
| Total Assets EOY | 0 | TotalAssetsEOY |
| Total Assets EOYFMV | 0 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 13969 | AccountsPayableBOY |
| Other Liabilities BOY | 1999503 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 0 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 2013472 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 9510634 | UnrestrictedBOY |
| Unrestricted EOY | 0 | UnrestrictedEOY |
| Total Net Assets BOY | 9510634 | TotalNetAssetsBOY |
| Total Net Assets EOY | 0 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 11524106 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 0 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 9510634 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -8920154 | ExcessOfRevenueOverExpenses |
| Other Increases | 6588 | OtherIncreases |
| Subtotal | 597068 | Subtotal |
| Other Decreases | 597068 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 0 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| HANCOCK BANK ACCT 2363 | P | 2010-01-01 | 2011-12-31 | 1657033 | 1625520 | 31513 | 31513 |
| HANCOCK BANK ACCT 1140 | P | 2010-01-01 | 2011-12-31 | 2190854 | 2188051 | 2803 | 2803 |
| HANCOCK BANK ACCT 0013 | P | 2010-01-01 | 2011-12-31 | 4429130 | 3962231 | 466899 | 466899 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 501215 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 337951 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 10864830 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.031105 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 615592 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 9800952 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.062809 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 631380 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 9226745 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.068429 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 516028 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 10151033 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.050835 | DistributionRatioYear4 |
| Total Distribution Ratio | 0.213178 | TotalDistributionRatio |
| Average Distribution Ratio | 0.053295 | AverageDistributionRatio |
| Net Noncharitable Assets | 10494617 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 559311 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 6297 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 565608 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 9549883 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 6297 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 6297 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 6297 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 19485 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 19485 | TotalCreditsAndPayments |
| Penalty For Underpayment | 36 | PenaltyForUnderpayment |
| Overpayment | 13152 | Overpayment |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
| Amount To Be Refunded | 13152 | 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 | 1 | 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 | 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 | 395024079 | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID MAUFFRAY | ||||||||
| MS POWER CO PO BOX 4079 | GULFPORT | MS | 39502 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| RAYMOS MCMILLON | ||||||||
| MS POWER CO PO BOX 4079 | GULFPORT | MS | 39502 | VICE-PRESIDENT | 0.00 | 0 | 0 | 0 |
| GENE LENTZ | ||||||||
| MS POWER CO PO BOX 4079 | GULFPORT | MS | 39502 | SECRETARY | 0.00 | 0 | 0 | 0 |
| VICKI PIERCE | ||||||||
| MS POWER CO PO BOX 4079 | GULFPORT | MS | 39502 | TREASURER | 0.00 | 0 | 0 | 0 |
| DAVID BUCKNER | ||||||||
| MS POWER CO PO BOX 4079 | GULFPORT | MS | 39502 | MEMBER | 0.00 | 0 | 0 | 0 |
| REBECCA MONTGOMERY | ||||||||
| MS POWER CO PO BOX 4079 | GULFPORT | MS | 39502 | EXECUTIVE DIRECTOR | 16.00 | 50257 | 0 | 1425 |
| VALERIE WADE | ||||||||
| MS POWER CO PO BOX 4079 | GULFPORT | MS | 39502 | MEMBER | 0.00 | 0 | 0 | 0 |
| JASON LEE | ||||||||
| MS POWER CO PO BOX 4079 | GULFPORT | MS | 39502 | MEMBER | 0.00 | 0 | 0 | 0 |
| SHERRY WESCOVICH | ||||||||
| MS POWER CO PO BOX 4079 | GULFPORT | MS | 39502 | STAFF | 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
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 | 10491508 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 162926 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 10654434 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 10654434 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 159817 | CashDeemedCharitable |
| Net Noncharitable Assets | 10494617 | NetNoncharitableAssets |
| Minimum Investment Return | 524731 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 524731 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 6297 | TaxBasedOnInvestmentIncome |
| Total Tax | 6297 | TotalTax |
| Distributable Amount Before Adj | 518434 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 518434 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 518434 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 9549883 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 9549883 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 6297 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 9543586 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 518434 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year3 | 25744 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 129644 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 155388 | TotalExcessDistriCarryover |
| Qualifying Distributions | 9549883 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 518434 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 9031449 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 9186837 | 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 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 9186837 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 25744 | ExcessFromYear3 |
| Excess From Year2 | 129644 | ExcessFromYear2 |
| Excess From Current Year | 9031449 | 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 (74 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| ALCORN STATE UNIVERSITY FOUNDATION | |||||
| 1000 ASU DRIVE 540 | LORMAN | MS | 39096 | DONATION TO SUPPORT RECRUITING EFFORTS | $1,000 |
| ANNISTON AVENUE ELEMENTARY SCHOOL | |||||
| 2314 JONES AVENUE | GULFPORT | MS | 39507 | BUILDING FOR UNDERSTANDING | $182 |
| ASSOCIATION FOR EXCELLENCE IN EDUCATION | |||||
| PO BOX 1385 | LAUREL | MS | 39440 | DONATION | $500 |
| BILOXI HIGH SCHOOL | |||||
| PO BOX 168 | BILOXI | MS | 39533 | MLK SCRAPBOOK WINNER | $200 |
| EAST MISSISSIPPI COMMUNITY COLLEGE DEVELOPMENT FOUNDATION | |||||
| PO BOX 158 | SCOOBA | MS | 39358 | DONATION-TUITION GUARANTEE PROGRAM | $35,000 |
| EXCEL BY 5 INC | |||||
| 109 EXECUTIVE DR STE 1 | MADISON | MS | 39110 | DONATION | $60,000 |
| EXPLOSION OF EXCELLENCE | |||||
| POST OFFICE BOX 480 | PASCAGOULA | MS | 39568 | DONATION-JACKSON COUNTY | $1,500 |
| GULF COAST RESEARCH LABORATORY | |||||
| 703 EAST BEACH DRIVE | OCEAN SPRINGS | MS | 39564 | DONATION-HURRICANE BOWL | $500 |
| GULFPORT SCHOOL DISTRICT | |||||
| PO BOX 220 | GULFPORT | MS | 395020220 | DONATION - GULFPORT HIGH SCHOOL ROBOTICS | $2,000 |
| JACKSON STATE UNIVERSITY | |||||
| PO BOX 17280 | JACKSON | MS | 39217 | DONATION TO SUPPORT RECRUITING EFFORTS | $1,000 |
| LAUREL HIGH SCHOOL | |||||
| PO BOX 288 | LAUREL | MS | 39441 | NTAG-HOLLINS, RODERICK | $1,000 |
| LYNN MEADOWS DISCOVERY CENTER | |||||
| 246 DOLAN AVENUE | GULFPORT | MS | 39507 | WINGS LITERARY CLASSIC SCHOOL TOUR | $1,800 |
| MISSISSIPPI GULF COAST COMMUNITY COLLEGE FOUNDATION | |||||
| PO BOX 99 | PERKINSTON | MS | 39573 | DONATION-ENERGY SUMMER CAMP PROGRAM | $10,000 |
| MISSISSIPPI GULF COAST COMMUNITY COLLEGE FOUNDATION | |||||
| PO BOX 99 | PERKINSTON | MS | 39573 | DONATION - SPONSORSHIP FUND | $1,500 |
| MISSISSIPPI GULF COAST CHAMBER OF COMMERCE | |||||
| 11975E SEAWAY ROAD | GULFPORT | MS | 39503 | DONATION - BILOXI EDUCATION INITIATIVE | $500 |
| MISSISSIPPI GULF COAST CHAMBER OF COMMERCE | |||||
| 11975E SEAWAY ROAD | GULFPORT | MS | 39503 | EXCELLENCE IN EDUCATION | $250 |
| MISSISSIPPI GULF COAST CHAMBER OF COMMERCE | |||||
| 11975E SEAWAY ROAD | GULFPORT | MS | 39503 | DONATION-MORNING CALL | $950 |
| MISSISSIPPI STATE UNIVERSITY | |||||
| PO BOX 6149 | MISSISSIPPI STATE | MS | 39762 | DONATION-COLLEGE OF ENGINEERING | $3,000 |
| MISSISSIPPI STATE UNIVERSITY | |||||
| PO BOX 6149 | MISSISSIPPI STATE | MS | 39762 | DONATION TO SUPPORT THE CO-OP PROGRAM | $2,500 |
| MS ENGINEERING SOCIETY-SOUTHEAST AREA CHAPTER | |||||
| 300 CASTLEWOODS BLVD SUITE 10 | BRANDON | MS | 39047 | DONATION-MATH COUNTS | $100 |
| MSU MERIDIAN CAMPUS | |||||
| 1000 HWY 19 N | MERIDIAN | MS | 39307 | DONATION-MSU MERIDIAN CAMPUS | $1,000 |
| OAK GROVE GIFTED CENTER | |||||
| 2543 OLD HWY 24 | HATTIESBURG | MS | 39402 | RETHINK ENERGY: FINDING SOLUTIONS FOR THE FUTURE | $97 |
| OAK GROVE GIFTED CENTER | |||||
| 2543 OLD HWY 24 | HATTIESBURG | MS | 39402 | ECONOMICS MAKES CENTS | $119 |
| PASS CHRISTIAN HIGH SCHOOL | |||||
| 720 WEST NORTH STREET | PASS CHRISTIAN | MS | 39571 | BARTON AWARD | $3,000 |
| PETAL EDUCATION FOUNDATION | |||||
| 400 HILLCREST LOOP | PETAL | MS | 39465 | DONATION-ROBOTICS | $2,000 |
| PICAYUNE SCHOOL DISTRICT | |||||
| 706 GOODYEAR BLVD | PICAYUNE | MS | 39466 | DONATION-ROBOTICS | $2,000 |
| ROBOTICS ALLIANCE OF MISSISSIPPI | |||||
| 5051 MITCHELL ROAD | LONG BEACH | MS | 39560 | DONATION-ROBOTICS COMPETITION | $5,000 |
| ST PATRICK CATHOLIC HIGH | |||||
| 2700 DAVIS STREET | MERIDIAN | MS | 39301 | DONATION-ROBOTICS | $2,000 |
| SUMRALL ELEMENTARYMIDDLE SCHOOL | |||||
| 1217 HWY 42 | SUMRALL | MS | 39482 | PLANTS PROJECT | $98 |
| THE UNIVERSITY OF MISSISSIPPI FOUNDATION | |||||
| PO BOX 249 | UNIVERSITY | MS | 38677 | DONATION-TIM FORD PUBLIC SERVICE ENDOWMENT | $5,000 |
| TOUGALOO COLLEGE-OIA | |||||
| 500 WEST COUNTY LINE ROAD | TOUGALOO | MS | 39174 | DONATION-BUSINESS SCHOLARSHIPS | $3,000 |
| UNIVERSITY OF SOUTHERN MISSISSIPPI | |||||
| SS BOX 5043 | HATTIESBURG | MS | 39406 | DONATION-COLLEGE OF BUSINESS | $1,000 |
| UNIVERSITY OF SOUTHERN MISSISSIPPI FOUNDATION | |||||
| SS BOX 5043 | HATTIESBURG | MS | 39406 | DONATION-EDUCATIONAL PROGRAMS | $250,000 |
| ANNISTON AVENUE ELEMENTARY SCHOOL | |||||
| 2314 JONES AVENUE | GULFPORT | MS | 39507 | PROJECT R.E.A.D. M.U.S.I.C. | $34 |
| ENTERPRISE MIDDLE SCHOOL | |||||
| 503 RIVER ROAD | ENTERPRISE | MS | 39330 | PROJECT LITERACY PARTNERSHIP-PHASE II | $1,652 |
| EXPLOSION OF EXCELLENCE | |||||
| POST OFFICE BOX 480 | PASCAGOULA | MS | 39568 | DONATION | $1,000 |
| FOREST COUNTY AGRICULTURAL HIGH SCHOOL | |||||
| 215 OLD HIGHWAY 49 E | BROOKLYN | MS | 39425 | NTAG - BYRD, MARY | $1,000 |
| GAINING GROUND SUSTANABILITY INSTITUTE OF MISSISSIPPI | |||||
| PO BOX 1605 | STARKVILLE | MS | 39760 | DONATION - MOBILE FARM | $500 |
| GAUTIER HIGH SCHOOL | |||||
| 4307 GUATIER VANCLEAVE RD | GAUTIER | MS | 39553 | NTAG - LOTT, ALYSON | $1,000 |
| GAUTIER MIDDLE SCHOOL | |||||
| 1920 GRAVELINE ROAD | GAUTIER | MS | 39553 | BARTON AWARD | $3,000 |
| GAUTIER MIDDLE SCHOOL | |||||
| 1920 GRAVELINE ROAD | GAUTIER | MS | 39553 | BARTON AWARD | $3,000 |
| GLADE ELEMENTARY SCHOOL | |||||
| 990 HIGHWAY 15 S | LAUREL | MS | 39443 | DONATION - BARTON AWARD - NORRIS, SANDRA | $3,000 |
| GLADE ELEMENTARY SCHOOL | |||||
| 990 HIGHWAY 15 S | LAUREL | MS | 39443 | DONATION - BARTON AWARD - NORRIS, SANDRA | $3,000 |
| HANCOCK COUNTY VO-TECH CENTER | |||||
| 7180 STENNIS AIRPORT DR | KILN | MS | 39556 | RAPID PROTOTPYING: FACTORIES OF THE FUTURE | $1,337 |
| HANCOCK HIGH SCHOOL | |||||
| 7084 STENNIS AIRPORT DR | KILN | MS | 39556 | NTAG-MCCULLOUGH, CRYSTAL | $1,000 |
| HARRISON COUNTY SCHOOL DISTRICT | |||||
| 11072 HIGHWAY 49 | GULFPORT | MS | 39503 | DONATION-2012 GIRLS IN ENGINEERING CAMP AT HCHS | $2,500 |
| INTERNATIONAL RELIEF AND DEVELOPMENT | |||||
| 1223 30TH AVENUE | GULPORT | MS | 39501 | DONATION-CAFE CLIMB | $5,000 |
| JEFF DAVIS ELEMENTARY | |||||
| 340 ST MARY BLVD | BILOXI | MS | 39531 | BARTON AWARD | $3,000 |
| JEFF DAVIS ELEMENTARY | |||||
| 340 ST MARY BLVD | BILOXI | MS | 39531 | BARTON AWARD | $3,000 |
| MB SWAYZE EDUCATIONAL FOUNDATION | |||||
| PO BOX 23276 | JACKSON | MS | 39225 | DONATION-STAR PROGRAM | $1,000 |
| MB SWAYZE EDUCATIONAL FOUNDATION | |||||
| PO BOX 23276 | JACKSON | MS | 39225 | DONATION-MISSISSIPPI SCHOLARS INITATIVE | $5,000 |
| MARY BETHUNE ALTERNATIVE EDUCATION CENTER | |||||
| 610 DUMAS AVENUE | HATTIESBURG | MS | 39401 | 2011 BARTON AWARD-SAVAGE, HOWARD | $3,000 |
| MARY BETHUNE ALTERNATIVE EDUCATION CENTER | |||||
| 610 DUMAS AVENUE | HATTIESBURG | MS | 39401 | 2011 BARTON AWARD-SAVAGE, HOWARD | $3,000 |
| MERIDIAN COMMUNITY COLLEGE | |||||
| 910 HIGHWAY 19 NORTH | MERIDIAN | MS | 39307 | DONATION - TEACHER INTERN PROGRAM | $500 |
| MERIDIAN COMMUNITY COLLEGE FOUNDATION | |||||
| 910 HIGHWAY 19 NORTH | MERIDIAN | MS | 39307 | DONATION-TUITION GUARANTEE PROGRAM | $7,500 |
| MISSISSIPPI SCHOOL BOARDS ASSOCIATION | |||||
| 489 SPRINGRIDGE ROAD | CLINTON | MS | 39060 | DONATION-2012 NSBA SOUTHERN REGION CONFERENCE | $1,000 |
| MISSISSIPPI TECHNOLOGY ALLIANCE | |||||
| 134 MARKETRIDGE DRIVE | RIDGELAND | MS | 39157 | DONATION-ENERGY CAREER AWARENESS | $2,500 |
| NORTHEAST ELEMENTARY | |||||
| 6750 NEWELL ROAD | MERIDIAN | MS | 39305 | NTAG-ANDERSON, ELIZABETH | $1,000 |
| PACES - KEMPER COUNTY HIGH SCHOOL | |||||
| PO BOX 429 | DEKALB | MS | 39328 | DONATION-PACES PROJECT | $13,500 |
| PASS CHRISTIAN HIGH SCHOOL | |||||
| 720 WEST NORTH STREET | PASS CHRISTIAN | MS | 39571 | BARTON AWARD | $3,000 |
| PETAL PRIMARY SCHOOL | |||||
| 115 MISSISSIPPI 42 | PETAL | MS | 39465 | NTAG-MOORE, KALEE | $1,000 |
| QUARLES ELEMENTARY SCHOOL | |||||
| 111 QUARLES ST | LONG BEACH | MS | 39560 | NTAG-BELL, CATHLEEN | $1,000 |
| ROSELAND PARK ELEMENTARY SCHOOL | |||||
| 1610 GILCREASE AVE | PICAYUNE | MS | 39466 | NTAG-VERWEIJ, ALICIA | $1,000 |
| ROWAN ELEMENTARY SCHOOL | |||||
| 301 MAMIE STREET | HATTIESBURG | MS | 39401 | NTAG-DIXON, JENNIFER | $1,000 |
| SOUTHERN MINORITY LEADERSHIP COUNCIL | |||||
| PO BOX 3647 | JACKSON | MS | 39207 | DONATION-CONFERENCE FOR MINORITY ADMINISTRATORS | $5,000 |
| ST ALPHONSUS CATHOLIC ELEMENTARY SCHOOL | |||||
| 104 SOUTH 5TH STREET | MCCOMB | MS | 39648 | NTAG-LECHNER, KATIE | $1,000 |
| ST PETER'S BY-THE-SEA EPISCOPAL CHURCH | |||||
| 1909 15TH ST | GULFPORT | MS | 39507 | DONATION-SAINT PETER'S ARTS ACADEMY | $5,000 |
| THE UNIVERSITY OF MISSISSIPPI FOUNDATION | |||||
| PO BOX 249 | UNIVERSITY | MS | 38677 | DONATION-SUPPORT ENGINEERING PROGRAM | $2,500 |
| LONG BEACH MIDDLE SCHOOL | |||||
| 204 NORTH CLEVELAND AVENUE | LONG BEACH | MS | 39560 | BARTON AWARD | $3,000 |
| LONG BEACH MIDDLE SCHOOL | |||||
| 204 NORTH CLEVELAND AVENUE | LONG BEACH | MS | 39560 | BARTON AWARD | $3,000 |
| LONG BEACH SCHOOL DISTRICT | |||||
| 19148 COMMISION ROAD | LONG BEACH | MS | 39560 | LBHS-DEBRA RIVEROS MLK SCRAPBOOK CONTEST WINNER | $200 |
| LONG BEACH SCHOOL DISTRICT | |||||
| 19148 COMMISION ROAD | LONG BEACH | MS | 39560 | LASSO (LAND, AIR, SPACE AND SEA OPPORTUNITIES) | $1,800 |
| UNIVERSITY OF SOUTHERN MISSISSIPPI | |||||
| SS BOX 5043 | HATTIESBURG | MS | 39406 | DONATION - OUTSTANDING MARKETING STUDENT SCHOLARSHIP | $1,000 |
| MISSISSIPPI POWER FOUNDATION | |||||
| PO BOX 4079 | GULFPORT | MS | 39502 | DONATION - TRANSFER OF REMAINING ASSETS | $8,993,136 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 9491455 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $126 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $285,704 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $501,215 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $787,045 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 787045 | TotalPartXVIA |
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 | $15,179 | Amount |
| Net Investment Income | 9107 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 6072 | DisbursementsCharitablePrps |
Dissolution Stmt DissolutionStmt
Dissolution Info DissolutionInfo
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MISSISSIPPI POWER FOUNDATION INC | BusinessNameLine1 |
Address US AddressUS
| 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) |
|---|---|---|
| Explanation | EFFECTIVE DECEMBER 31, 2011, MISSISSIPPI POWER FOUNDATION, INC. (FEIN 72-1370746) ACQUIRED ALL ASSETS AND ASSUMED ALL LIABILITIES OF THE FOUNDATION. THE ACQUISITION WAS ACCOUNTED FOR UNDER ASC SUBTOPIC 958-805, NOT-FOR-PROFIT BUSINESS COMBINATIONS.MANAGEMENT EVALUATED THE ESTIMATED FAIR MARKET VALUE OF THE ASSETS ACQUIRED AND THE LIABILITIES ASSUMED, WHICH WERE THE AMOUNTS RECOGNIZED. VALUES OF THESE ASSETS AND LIABILITIES AS OF DECEMBER 31, 2011, WERE $10,165,971 AND $1,172,835, RESPECTIVELY, AND CONSISTED OF CASH OF $203,882, INVESTMENTS OF $9,927,983, OTHER ASSETS OF $34,106 AND $1,172,835 OF LIABILITIES.SEE ARTICLES OF DISSOLUTION, ATTACHED. | Explanation |
| Dissolution | $8,993,136 | DissolutionAmt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Statement | EFFECTIVE DECEMBER 31, 2011, MISSISSIPPI POWER FOUNDATION, INC. (FEIN 72-1370746) ACQUIRED ALL ASSETS AND ASSUMED ALL LIABILITIES OF THE FOUNDATION. THE ACQUISITION WAS ACCOUNTED FOR UNDER ASC SUBTOPIC 958-805, NOT-FOR-PROFIT BUSINESS COMBINATIONS. | Statement |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue |
|---|---|
| INVESTMENT INCOME RECEIVABLE | 24878 |
| PREPAID EXPENSE | 1370 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAINS/(LOSSES) | Description |
| Amount | $597,068 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| MISCELLANEOUS EXPENSES | 2307 | 2307 | 0 | 0 |
| OFFICE SUPPLIES | 1277 | 1277 | 0 | 0 |
| REIMBURSABLE SALARY EXPENSES | 55504 | 33302 | 0 | 22202 |
| INVESTMENT FEES | 48458 | 48458 | 0 | 0 |
| OTHER EXPENSES | 11275 | 11275 | 0 | 0 |
| IMMATERIAL DIFFERENCE IN GRANTS | 0 | 0 | 6588 | 0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | IMMATERIAL DIFFERENCE IN GRANTS | Description |
| Amount | $6,588 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNEXPENDED APPROPRIATIONS | Description |
| BOY Book Value | 1999503 | BOYBookValue |
| EOY Book Value | 0 | EOYBookValue |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | Category |
| Amount | $29,579 | Amount |
| Net Investment Income | 29579 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments