MISSISSIPPI POWER EDUCATION FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- MISSISSIPPI POWER EDUCATION FOUNDATION INC (EIN 64-0707536)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-07-26
- IRS object ID
- 201122079349100202
- Schema version
- 2010v3.2
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-07-26T08:16:58-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-01-01 | 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 | TREASURER | Title |
| Phone | 2288655925 | Phone |
| Date Signed | 2011-07-20 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | AMIE T WHITTINGTON CPA | Name |
| Phone | 6019480940 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 11524106 | 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 | 158 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 158 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 290952 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 290952 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 835169 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 11143824 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 835169 | CapitalGainNetIncmNetInvstIncm |
| Income Modifications Adj Net Incm | 265 | IncomeModificationsAdjNetIncm |
| Other Income Rev And Expnss | 2271 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 2271 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 0 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 1128550 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1128550 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 265 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 46465 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 18586 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 27879 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 17000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 10200 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 6800 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1810 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1810 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 3435 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 3435 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 0 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 121595 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 96570 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 25025 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 190305 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 130601 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 59704 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 910247 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 278247 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1100552 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 130601 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 337951 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 27998 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 997949 | NetInvestmentIncome |
| Adjusted Net Income | 265 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 43780 | CashBOY |
| Cash EOY | -46 | CashEOY |
| Cash EOYFMV | -46 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 194621 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 354041 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 354041 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 348764 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 528829 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 528829 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 8800385 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 8977488 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 8977488 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 1817602 | InvestmentsOtherBOY |
| Investments Other EOY | 1637546 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1637546 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 24878 | OtherAssetsBOY |
| Other Assets EOY | 26248 | OtherAssetsEOY |
| Other Assets EOYFMV | 26248 | OtherAssetsEOYFMV |
| Total Assets BOY | 11230030 | TotalAssetsBOY |
| Total Assets EOY | 11524106 | TotalAssetsEOY |
| Total Assets EOYFMV | 11524106 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 16112 | AccountsPayableBOY |
| Accounts Payable EOY | 13969 | AccountsPayableEOY |
| Other Liabilities BOY | 2042269 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 1999503 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 2058381 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2013472 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 9171649 | UnrestrictedBOY |
| Unrestricted EOY | 9510634 | UnrestrictedEOY |
| Total Net Assets BOY | 9171649 | TotalNetAssetsBOY |
| Total Net Assets EOY | 9510634 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 11230030 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 11524106 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 9171649 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 27998 | ExcessOfRevenueOverExpenses |
| Other Increases | 311252 | OtherIncreases |
| Subtotal | 9510899 | Subtotal |
| Other Decreases | 265 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 9510634 | 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 0013 | P | 2009-01-01 | 2010-12-31 | 9932178 | 9105977 | 826201 | 826201 |
| HANCOCK BANK ACCT 1140 | P | 2009-01-01 | 2010-12-31 | 1204913 | 1200791 | 4122 | 4122 |
| HANCOCK BANK ACCT 2363 | P | 2009-01-01 | 2010-12-31 | 6733 | 1887 | 4846 | 4846 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 835169 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 615592 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 9800952 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.062809 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 631380 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 9226745 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.068429 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 516028 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 10151033 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.050835 | DistributionRatioYear3 |
| Total Distribution Ratio | 0.182073 | TotalDistributionRatio |
| Average Distribution Ratio | 0.060691 | AverageDistributionRatio |
| Net Noncharitable Assets | 10864830 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 659397 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 9979 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 669376 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 337951 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 19959 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 19959 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 19959 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2080 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 300 | TaxPaidWithExtension |
| Total Credits And Payments | 2380 | TotalCreditsAndPayments |
| Penalty For Underpayment | 2 | PenaltyForUnderpayment |
| Tax Due | 17581 | TaxDue |
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 | 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 (8 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 |
| VICKIE 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 | 46465 | 0 | 4154 |
| MOSES FEAGIN | ||||||||
| MS POWER CO PO BOX 4079 | GULFPORT | MS | 39502 | MEMBER | 0.00 | 0 | 0 | 0 |
| VALERIE WADE | ||||||||
| MS POWER CO PO BOX 4079 | GULFPORT | MS | 39502 | 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 |
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 | 10917383 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 112901 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 11030284 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 11030284 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 165454 | CashDeemedCharitable |
| Net Noncharitable Assets | 10864830 | NetNoncharitableAssets |
| Minimum Investment Return | 543242 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 543242 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 19959 | TaxBasedOnInvestmentIncome |
| Total Tax | 19959 | TotalTax |
| Distributable Amount Before Adj | 523283 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 523283 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 523283 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 337951 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 337951 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 337951 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 523283 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year3 | 38767 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 172309 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 129644 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 340720 | TotalExcessDistriCarryover |
| Qualifying Distributions | 337951 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 337951 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 185332 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 185332 | ExcessDistriCyovAppliedCY |
| Total Corpus | 155388 | 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 | 155388 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 25744 | ExcessFromYear2 |
| Excess From Year1 | 129644 | ExcessFromYear1 |
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 (82 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 |
| AMERICAN ASSOCIATION OF BLACKS IN ENERGY | |||||
| 1625 K ST NW STE 405 | WASHINGTON | DC | 20006 | DONATION-SCHOLARSHIP DISBURSEMENT | $15,000 |
| ANNISTON AVENUE ELEMENTARY SCHOOL | |||||
| 2314 JONES AVENUE | GULFPORT | MS | 39507 | BUILDING FOR UNDERSTANDING | $1,640 |
| ASSOCIATION FOR EXCELLENCE IN EDUCATION | |||||
| PO BOX 1385 | LAUREL | MS | 39440 | DONATION | $500 |
| BAY HIGH SCHOOL | |||||
| 750 BLUE MEADOW RD | BAY ST LOUIS | MS | 39520 | 2010 NTAG-LEWIS, GIGI | $1,000 |
| BEAUMONT ELEMENTARY SCHOOL | |||||
| 1300 BEAUMONT/BROOKLYN RD | BEAUMONT | MS | 39423 | 2010 NTAG-GARNER, CHRISTINA | $1,000 |
| BEAUVOIR ELEMENTARY SCHOOL | |||||
| 2003 LAWRENCE STREET | BILOXI | MS | 39531 | MPEF 2010 BARTON AWARD-SUAREZ | $3,000 |
| BEAUVOIR ELEMENTARY SCHOOL | |||||
| 2003 LAWRENCE STREET | BILOXI | MS | 39531 | MPEF 2010 BARTON AWARD-SUAREZ | $3,000 |
| BILOXI HIGH SCHOOL | |||||
| PO BOX 168 | BILOXI | MS | 39533 | 2010 NTAG-BUCKLEY | $1,000 |
| COLLINS ELEMENTARY | |||||
| PO BOX 160 | COLLINS | MS | 39427 | MAY THE "G-FORCE" BE WITH YOU: LEARNING ABOUT PHYSICS THROUGH SIMPLE MACHINE | $190 |
| COLLINS HIGH SCHOOL | |||||
| 1208 S DOGWOOD | COLLINS | MS | 39428 | 2010 NTAG-BROGDON, ROBIN | $1,000 |
| D'IBERVILLE HIGH SCHOOL | |||||
| 15625 LAMEY BRIDGE ROAD | BILOXI | MS | 39532 | MPEF 2010 BARTON AWARD-CLARK | $3,000 |
| D'IBERVILLE HIGH SCHOOL | |||||
| 15625 LAMEY BRIDGE ROAD | BILOXI | MS | 39532 | MPEF 2010 BARTON AWARD-CLARK | $3,000 |
| EAST MISSISSIPPI COMMUNITY COLLEGE DEVELOPMENT FOUNDATION | |||||
| PO BOX 158 | SCOOBA | MS | 39358 | DONATION-TUITION GUARATEE PROGRAM | $25,000 |
| ENTERPRISE MIDDLE SCHOOL | |||||
| 503 RIVER ROAD | ENTERPRISE | MS | 39330 | PROJECT LITERACY PARTNERSHIP | $516 |
| ENTERPRISE MIDDLE SCHOOL | |||||
| 504 RIVER ROAD | ENTERPRISE | MS | 39330 | PROJECT LITERACY PARTNERSHIP-PHASE II | $16,155 |
| EXCEL BY 5 INC | |||||
| 109 EXECUTIVE DR STE 1 | MADISON | MS | 39110 | DONATION-COMMUNITIES COLLABORATION SUMMIT | $1,000 |
| EXPLOSION OF EXCELLENCE | |||||
| POST OFFICE BOX 480 | PASCAGOULA | MS | 39568 | DONATION-JACKSON COUNTY | $1,500 |
| GULF COAST EDUCATION INITIATIVE CONSORTIUM INC | |||||
| 413 BORDER AVE E | WIGGINS | MS | 39577 | CONSCIOUS DISCIPLINE: 7 BASIC SKILLS FOR BRAINSMART CLASSROOM MANAGEMENT | $1,872 |
| GULF COAST RESEARCH LABORATORY | |||||
| 703 EAST BEACH DRIVE | OCEAN SPRINGS | MS | 39564 | DONATION-HURRICANE BOWL | $500 |
| GULPORT HIGH SCHOOL | |||||
| 100 PERRY STREET | GULFPORT | MS | 39507 | MPEF 2010 BARTON AWARD-WEDGEWORTH | $3,000 |
| GULPORT HIGH SCHOOL | |||||
| 100 PERRY STREET | GULFPORT | MS | 39507 | MPEF 2010 BARTON AWARD-WEDGEWORTH | $3,000 |
| GULPORT HIGH SCHOOL | |||||
| 100 PERRY STREET | GULFPORT | MS | 39507 | DONATION-ROBOTICS | $2,000 |
| GULFPORT POLICE ATHLETIC LEAGUE | |||||
| PO BOX 188 | GULFPORT | MS | 39502 | CATCH UP-KEEP UP-GET AHEAD | $9,000 |
| GULFPORT SCHOOL DISTRICT | |||||
| PO BOX 220 | GULFPORT | MS | 395020220 | DONATION-SUPPORT ACADEMIC EXCELLENCE BY GULFPORT HIGH STUDENTS | $1,000 |
| 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 | 2010 NTAG-FARRELL, MAGGIE | $1,000 |
| THE LIBRARY FOUNDATION OF HANCOCK COUNTY INC | |||||
| 312 HIGHWAY 90 | BAY ST LOUIS | MS | 39520 | A/V PODIUM FOR WAVELAND PUBLIC LIBRARY | $22,500 |
| LYNN MEADOWS DISCOVERY CENTER | |||||
| 246 DOLAN AVENUE | GULFPORT | MS | 39507 | DONATION | $5,000 |
| LYNN MEADOWS DISCOVERY CENTER | |||||
| 246 DOLAN AVENUE | GULFPORT | MS | 39507 | DONATION | $458 |
| LYNN MEADOWS DISCOVERY CENTER | |||||
| 246 DOLAN AVENUE | GULFPORT | MS | 39507 | DONATION | $25,000 |
| MERIDIAN COMMUNITY COLLEGE FOUNDATION | |||||
| 910 HIGHWAY 19 NORTH | MERIDIAN | MS | 39307 | DONATION-BILL JOHNSON SCHOLARSHIP FUND | $5,000 |
| MERIDIAN COMMUNITY COLLEGE FOUNDATION | |||||
| 910 HIGHWAY 19 NORTH | MERIDIAN | MS | 39307 | DONATION-TUITION GUARANTEE PROGRAM | $7,500 |
| MISSISSIPPI COUNCIL ON ECONOMIC EDUCATION | |||||
| 1701 N STATE ST | JACKSON | MS | 39210 | IMPROVING ECONOMIC LITERACY K-12 | $1,000 |
| MISSISSIPPI GULF COST CHAMBER OF COMMERCE | |||||
| 11975E SEAWAY ROAD | GULFPORT | MS | 39503 | EXCELLENCE IN EDUCATION | $250 |
| MISSISSIPPI GULF COST CHAMBER OF COMMERCE | |||||
| 11975E SEAWAY ROAD | GULFPORT | MS | 39503 | DONATION-TEACHER AWARD | $250 |
| MISSISSIPPI GULF COST CHAMBER OF COMMERCE | |||||
| 11975E SEAWAY ROAD | GULFPORT | MS | 39503 | EXCELLENCE IN EDUCATION | $250 |
| MISSISSIPPI GULF COST CHAMBER OF COMMERCE | |||||
| 11975E SEAWAY ROAD | GULFPORT | MS | 39503 | DONATION-MORNING CALL | $950 |
| MISSISSIPPI GULF COAST COMMUNITY COLLEGE FOUNDATION | |||||
| PO BOX 99 | PERKINSTON | MS | 39573 | BOOK-THE LONGLEAF AND ME A-Z | $2,285 |
| 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-JEFF DAVIS CAMPUS ALUMNI FUNDRAISER | $1,500 |
| 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 |
| MISSISSIPPI STATE UNIVERSITY FOUNDATION INC | |||||
| PO BOX 6149 | MISSISSIPPI STATE | MS | 39762 | DONATION-MERIDIAN SCHOLARSHIP FUND | $25,000 |
| MOSELLE ELEMENTARY SCHOOL | |||||
| PO BOX 42 | MOSELLE | MS | 39459 | "ELECTRICITY FOR A GREEN ENVIRONMENT" | $29 |
| 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-SCHOLARSHIP PROGRAM | $1,000 |
| N R BURGER MIDDLE SCHOOL | |||||
| 174 WSF TATUM BLVD | HATTIESBURG | MS | 39401 | R-E-S-P-E-C-T | $114 |
| NEWTON COUNTY CAREER AND TECHNICAL CENTER | |||||
| PO BOX 742 | DECATUR | MS | 39327 | SOLAR CAR PROJECT GRANT | $800 |
| OAK GROVE GIFTED CENTER | |||||
| 2543 OLD HWY 24 | HATTIESBURG | MS | 39402 | RETHINK ENERGY: FINDING SOLUTIONS FOR THE FUTURE | $1,689 |
| OAK GROVE GIFTED CENTER | |||||
| 2543 OLD HWY 24 | HATTIESBURG | MS | 39402 | ECONOMICS MAKES CENTS | $1,170 |
| OAK GROVE LOWER ELEMENTARY SCHOOL | |||||
| 1762 OLD HWY 24 | HATTIESBURG | MS | 39402 | ENERGY FOR TODAY AND TOMORROW GRANT | $150 |
| PASS CHRISTIAN HIGH SCHOOL | |||||
| 720 WEST NORTH STREET | PASS CHRISTIAN | MS | 39571 | MPEF 2010 BARTON AWARD-HARRIS | $3,000 |
| PASS CHRISTIAN HIGH SCHOOL | |||||
| 720 WEST NORTH STREET | PASS CHRISTIAN | MS | 39571 | MPEF 2010 BARTON AWARD-HARRIS | $3,000 |
| PASS CHRISTIAN HIGH SCHOOL | |||||
| 720 WEST NORTH STREET | PASS CHRISTIAN | MS | 39571 | 2010 NTAG-HALLIDAY, JOHN | $1,000 |
| PASS ROAD ELEMENTARY SCHOOL | |||||
| 37 PASS ROAD | GULFPORT | MS | 39507 | 2010 NTAG-WALKER, BEVERLY | $1,000 |
| PEARL RIVER CENTRAL ELEMENTARY SCHOOL | |||||
| 1592 HENLEY FIELD/MCNEIL ROAD | CARRIERE | MS | 39426 | FOCUS ON FLUENCY | $150 |
| 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 |
| POPLARVILLE SCHOOL DISTRICT | |||||
| 302 S JULIA STREET | POPLARVILLE | MS | 39470 | STRATEGIC PLANNING | $1,048 |
| PUBLIC EDUCATION FORUM OF MISSISSIPPI | |||||
| PO BOX 23276 | JACKSON | MS | 39225 | DONATION-MISSISSIPPI SCHOLARS | $5,000 |
| PURVIS UPPER ELEMENTARY SCHOOL | |||||
| 310 MITCHELL AVENUE | PURVIS | MS | 39475 | 2010 NTAG-HURLEY, JENIFER | $1,000 |
| RECYCLE HANCOCK | |||||
| 111 COURT ST | BAY SAINT LOUIS | MS | 39520 | RECYCLE HANCOCK | $2,829 |
| ROBOTICS ALLIANCE OF MISSISSIPPI | |||||
| 5051 MITCHELL ROAD | LONG BEACH | MS | 39560 | DONATION-ROBOTICS COMPETITION | $5,000 |
| HATTIESBURG PUBLIC SCHOOL DISTRICT | |||||
| POBOX 1569 | HATTIESBURG | MS | 39401 | 2010 NTAG-MEADOR, HALEY | $1,000 |
| ST PATRICK CATHOLIC HIGH | |||||
| 2700 DAVIS STREET | MERIDIAN | MS | 39301 | MPEF 2010 BARTON AWARD-TAVEL | $3,000 |
| ST PATRICK CATHOLIC HIGH | |||||
| 2700 DAVIS STREET | MERIDIAN | MS | 39301 | MPEF 2010 BARTON AWARD-TAVEL | $3,000 |
| ST PATRICK CATHOLIC HIGH | |||||
| 2700 DAVIS STREET | MERIDIAN | MS | 39301 | DONATION-ROBOTICS | $2,000 |
| ST STANISLAUS | |||||
| 304 S BEACH BLVD | BAY ST LOUIS | MS | 39520 | ST. STANISLAUS ON -SITE WEATHER STATION | $449 |
| ST STANISLAUS | |||||
| 304 S BEACH BLVD | BAY ST LOUIS | MS | 39520 | DONATION-ROBOTICS | $2,000 |
| SUMRALL ELEMENTARYMIDDLE SCHOOL | |||||
| 1217 HWY 42 | SUMRALL | MS | 39482 | ALL ABOUT THE BRAIN | $7 |
| SUMRALL ELEMENTARYMIDDLE SCHOOL | |||||
| 1217 HWY 42 | SUMRALL | MS | 39482 | PLANTS PROJECT | $881 |
| SUMRALL ELEMENTARYMIDDLE SCHOOL | |||||
| 1217 HWY 42 | SUMRALL | MS | 39482 | ANIMALS, ANIMALS, EVERYWHERE!! | $917 |
| SUMRALL ELEMENTARYMIDDLE SCHOOL | |||||
| 1217 HWY 42 | SUMRALL | MS | 39482 | ANIMALS, ANIMALS, EVERYWHERE!! | $98 |
| TOUGALOO COLLEGE-OIA | |||||
| 500 WEST COUNTY LINE ROAD | TOUGALOO | MS | 39174 | DONATION-BUSINESS SCHOLARSHIPS | $3,000 |
| THE UNIVERSITY OF MISSISSIPPI FOUNDATION | |||||
| PO BOX 249 | UNIVERSITY | MS | 38677 | DONATION-FRANCES TURNAGE ACCOUNTANCY SCHOLARSHIP FUND | $5,000 |
| UNIVERSITY OF MISSISSIPPI-SCHOOL OF ENGINEERING | |||||
| PO BOX 249 | UNIVERSITY | MS | 38677 | DONATION TO SUPPORT THE ENGINEERING PROGRAM | $2,500 |
| 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-COLLEGE OF BUSINESS | $1,000 |
| WAYNESBORO MIDDLE SCHOOL | |||||
| 155 WAYNE STREET | WAYNESBORO | MS | 39367 | MPEF 2010 BARTON AWARD-O'DOM | $3,000 |
| WAYNESBORO MIDDLE SCHOOL | |||||
| 155 WAYNE STREET | WAYNESBORO | MS | 39367 | MPEF 2010 BARTON AWARD-O'DOM | $3,000 |
| WEST JONES MIDDLE SCHOOL | |||||
| 254 SPRINGHILL RD | LAUREL | MS | 39443 | 2010 NTAG-UPTON, KELSEY | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 278247 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| AMERICAN ASSOCIATION OF BLACKS IN ENERGY | |||||
| 1625 K ST NW STE 405 | WASHINGTON | DC | 20006 | DONATION-SCHOLARSHIP | $345,000 |
| LYNN MEADOWS DISCOVERY CENTER | |||||
| 246 DOLAN AVENUE | GULFPORT | MS | 39507 | DONATION | $5,000 |
| KEMPER EDUCATION AND EXPERIENCE PROGRAM (KEEP) | |||||
| POST OFFICE BOX 219 | DEKALB | MS | 39328 | KEMPER COUNTY SCHOLARSHIPS | $282,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 632000 | 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 | $158 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $290,952 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 900099 | BusinessCode |
| Unrelated Business Income | $2,271 | UnrelatedBusinessIncomeAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $835,169 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $2,271 | UnrelatedBusinessIncomeAmount |
| Exclusion | $1,126,279 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1128550 | 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 | $17,000 | Amount |
| Net Investment Income | 10200 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 6800 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | MUTUAL FUNDS | NameOfStock |
| EOY Book Value | 8977488 | EOYBookValue |
| EOYFMV | 8977488 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 528829 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 528829 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MORTGAGE-BACKED SECURITIES | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 1637546 | BookValue |
| EOYFMV | 1637546 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| INVESTMENT INCOME RECEIVABLE | 24878 | 24878 | 24878 |
| PREPAID EXPENSE | 0 | 1370 | 1370 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | IMMATERIAL DIFFERENCE IN GRANTS | Description |
| Amount | $265 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| MISCELLANEOUS EXPENSES | 1797 | 1797 | 0 | 0 |
| OFFICE SUPPLIES | 6045 | 6045 | 0 | 0 |
| REIMBURSABLE SALARY EXPENSES | 62563 | 37538 | 0 | 25025 |
| INVESTMENT FEES | 50840 | 50840 | 0 | 0 |
| DUES AND SUBSCRIPTIONS | 350 | 350 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LITIGATION PROCEEDS FROM INVESTMENT LOSSES | Description |
| Revenue And Expenses Per Books | 2271 | RevenueAndExpensesPerBooks |
| Net Investment Income | 2271 | NetInvestmentIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAINS/(LOSSES) | Description |
| Amount | $311,252 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNEXPENDED APPROPRIATIONS | Description |
| BOY Book Value | 2042269 | BOYBookValue |
| EOY Book Value | 1999503 | EOYBookValue |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | Category |
| Amount | $1,810 | Amount |
| Net Investment Income | 1810 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments