JAMES W HOOD FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- JAMES W HOOD FAMILY FOUNDATION (EIN 20-2640916)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-13
- IRS object ID
- 201213189349100536
- Schema version
- 2011v1.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-13T16:22:21-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 E Capitol Street Ste 500 | AddressLine1 |
| City | Jackson | City |
| State | MS | State |
| ZIP Code | 392012190 | 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 | 202640916 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James W Hood Family Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % JAMES W HOOD | InCareOfName |
| Name Control | JAME | NameControl |
| Phone | 6019823730 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 4931 | AddressLine1 |
| City | Jackson | City |
| State | MS | State |
| ZIP Code | 39296 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | James W Hood | Name |
| Title | President | Title |
| Date Signed | 2012-11-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6019486700 | 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) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 9317785 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 67500 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 719 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 400 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 179951 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 179951 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 922520 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 5792373 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 922520 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1170690 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1102871 | TotalNetInvestmentIncome |
| Other Prof Fees Rev And Expnss | 71001 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 71001 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 9786 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 20 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 20 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 80807 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 71021 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 155500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 155500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 236307 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 71021 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 155500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 934383 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1031850 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 372522 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 969299 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 969299 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 6120005 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 7394981 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 7394981 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 2960108 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 505410 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 505410 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 488095 | InvestmentsOtherBOY |
| Investments Other EOY | 488095 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 448095 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 9940730 | TotalAssetsBOY |
| Total Assets EOY | 9357785 | TotalAssetsEOY |
| Total Assets EOYFMV | 9317785 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 0 | AccountsPayableBOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 9940730 | RetainedEarningsBOY |
| Retained Earnings EOY | 9357785 | RetainedEarningsEOY |
| Total Net Assets BOY | 9940730 | TotalNetAssetsBOY |
| Total Net Assets EOY | 9357785 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 9940730 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 9357785 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 9940730 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 934383 | ExcessOfRevenueOverExpenses |
| Subtotal | 10875113 | Subtotal |
| Other Decreases | 1517328 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 9357785 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Date SoldDateSold |
|---|---|---|---|---|---|
| PINNACLE TRUST - SEE ATTACHED | 107857 | 120065 | -12208 | -12208 | |
| PINNACLE TRUST - SEE ATTACHED | 68 | 58 | 10 | 10 | |
| MORGAN STANLEY - SEE ATTACHED | 5344730 | 4547466 | 797264 | 797264 | |
| PINNACLE ST WASH SALES - ATTAC | 12271 | 13612 | -1341 | -1341 | |
| PINNACLE ADJ-DISALLOWED SALE | 1341 | 1341 | 1341 | ||
| VANGUARD SMALL CAP INDEX INS | 327447 | 190000 | 137447 | 137447 | 2011-06-29 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 922520 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 195000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 9164990 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.021277 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 206000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 826527 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.249236 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 194250 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 43744 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 4.440609 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 190744 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 16461 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 11.587631 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 194000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 39748 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 4.880749 | DistributionRatioYear5 |
| Total Distribution Ratio | 21.179502 | TotalDistributionRatio |
| Average Distribution Ratio | 4.2359 | AverageDistributionRatio |
| Net Noncharitable Assets | 9701663 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 41095274 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 10319 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 41105593 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 155500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 20637 | InvestmentIncomeExciseTax |
| Subtotal | 20637 | Subtotal |
| Tax Based On Investment Income | 20637 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 4476 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 22500 | TaxPaidWithExtension |
| Total Credits And Payments | 26976 | TotalCreditsAndPayments |
| Penalty For Underpayment | 26 | PenaltyForUnderpayment |
| Overpayment | 6313 | Overpayment |
| Amount Credited To Next Year | 6313 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | MS | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES W HOOD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6015408600 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4931 | AddressLine1 |
| City | JACKSON | City |
| State | MS | State |
| ZIP Code | 39296 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| James W Hood | ||||||
| PO Box 4931 | Jackson | MS | 39296 | President | 0 | 0 |
| Paula J Hood | ||||||
| PO Box 4931 | Jackson | MS | 39296 | Director | 0 | 0 |
| J Wilson Hood Jr | ||||||
| 1740 Howard Street | Jackson | MS | 39202 | Director | 0 | 0 |
| Sylvia Napper | ||||||
| PO Box 4931 | Jackson | MS | 39296 | Secretary | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 8236373 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1164936 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 448095 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 9849404 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 9849404 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 147741 | CashDeemedCharitable |
| Net Noncharitable Assets | 9701663 | NetNoncharitableAssets |
| Minimum Investment Return | 485083 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 485083 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 20637 | TaxBasedOnInvestmentIncome |
| Total Tax | 20637 | TotalTax |
| Distributable Amount Before Adj | 464446 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 464446 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 464446 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 155500 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 155500 | QualifyingDistributions |
| Adj Qualifying Distributions | 155500 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 464446 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2009 | PriorYear1 |
| Prior Year2 | 2008 | PriorYear2 |
| Prior Year3 | 2007 | PriorYear3 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 123194 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 192076 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 164674 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 479944 | TotalExcessDistriCarryover |
| Qualifying Distributions | 155500 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 155500 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 308946 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 308946 | ExcessDistriCyovAppliedCY |
| Total Corpus | 170998 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 170998 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 6324 | ExcessFromYear3 |
| Excess From Year2 | 164674 | ExcessFromYear2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES W HOOD | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | James W Hood | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4931 | AddressLine1 |
| City | JACKSON | City |
| State | MS | State |
| ZIP Code | 39296 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 6015408600 | RecipientPhoneNumber |
| Form And Info And Materials | NO SPECIFIC FORM IS REQUIRED | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| The Home Place | ||||||||
| 7521 Old Canton Road | Madison | MS | 39110 | None | Public charity | To support the programs of the organization | $5,000 | |
| Big Brothers Big Sisters of Mississippi | ||||||||
| 175 E Capitol St | Jackson | MS | 39201 | None | Public charity | To support the mission of the organization | $5,000 | |
| Reformed University Ministries | ||||||||
| 1438 North State Street | Jackson | MS | 39202 | None | Public charity | TO SUPPORT THE MISSION OF THE ORGANIZATION | $7,000 | |
| Jackson Zoo Foundation | ||||||||
| 2918 West Capitol Street | Jackson | MS | 39209 | None | Public charity | To support the programs of the organization | $5,000 | |
| Jackson Metropolitan YMCA | ||||||||
| 800 East River Place | Jackson | MS | 39202 | None | Public charity | To support the programs of the organization | $5,000 | |
| Trans World Radio | ||||||||
| 6825 Odoniel Loop W | Lakeland | FL | 33809 | None | Public charity | To support the programs of the organization | $2,000 | |
| Christian Medical & Dental Association | ||||||||
| PO Box 4569 | Jackson | MS | 39296 | None | Public charity | To support the programs of the organization | $1,000 | |
| Mission Mississippi | ||||||||
| PO Box 22655 | Jackson | MS | 39225 | None | Public charity | To support the programs of the organization | $2,000 | |
| Andrew Jackson Council | ||||||||
| Boy Scouts of America | Jackson | MS | 39202 | None | Public charity | To support character and growth of youth | $12,500 | 855 Riverside Drive |
| Young Life | ||||||||
| PO Box 79066 | Jackson | MS | 39236 | None | Public charity | To support the mission of the organization | $5,000 | |
| First Presbyterian Church | ||||||||
| 1390 North State Street | Jackson | MS | 39202 | None | Public charity | To support the purposes of the church | $45,000 | |
| Belhaven College | ||||||||
| 1500 Peachtree Street | Jackson | MS | 39202 | None | Public charity | To provide education opportunities and support | $50,000 | |
| The Miracle of Peyton's House | ||||||||
| 417 W Ash Street | Jackson | MS | 39203 | NONE | PUBLIC CHARITY | To Support the Mission of the organization | $10,000 | |
| Campus Crusade | ||||||||
| PO Box 628222 | Orlando | FL | 32862 | NONE | PUBLIC CHARITY | To support the mission of the organization | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 155500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $719 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $179,951 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $922,520 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,103,190 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1103190 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | James W Hood | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 4931 | AddressLine1 |
| City | Jackson | City |
| State | MS | State |
| ZIP Code | 39211 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 67500 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| 4165 EASTOVER DRIVE | FMV | 400000 | 360000 |
| RECEIVABLES | FMV | 88095 | 88095 |
Land Etc Schedule2 LandEtcSchedule2
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNREALIZED GAIN/LOSS ON SECURITIES | $1,515,987 |
| TAX ADJUSTMENT FOR DISALLOWED WASH SALE | $1,341 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS EXPENSE-PINNACLE | Description |
| Revenue And Expenses Per Books | 20 | RevenueAndExpensesPerBooks |
| Net Investment Income | 20 | NetInvestmentIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $71,001 | Amount |
| Net Investment Income | 71001 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount |
|---|---|
| FOREIGN TAXES PAID | $695 |
| FEDERAL TAXES | $9,091 |
Comments