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EDWIN E AND RUBY C MORGAN FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
EDWIN E AND RUBY C MORGAN FOUNDATION INC (EIN 64-0667872)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-13
IRS object ID
202601339349103330
Schema version
2025v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-13T15:07:41-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN461498870PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BMSS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11020 HIGHLAND COLONY PKWY SUITE 600AddressLine1Txt
CityRIDGELANDCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39157ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN640667872EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EDWIN E AND RUBY C MORGAN FOUNDATIONBusinessNameLine1Txt
Business Name Line2INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlEDWIBusinessNameControlTxt
Phone6016135586PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1254 A KATHERINE DRIVEAddressLine1Txt
CityFLOWOODCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39232ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonR MILLER REID CPAPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6016135586PhoneNum
Signature2026-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCINDY S ANDERSON CPAPreparerPersonNm
PTINP00937633PTIN
Phone6019482924PhoneNum
Preparation2026-05-01PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$29,447,237FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$8,608InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8,608InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$623,548DividendsRevAndExpnssAmt
Dividends Net Invst Incm$622,623DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$411,234NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,180,812GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$411,234CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,043,390TotalRevAndExpnssAmt
Total Net Invst Incm$1,042,465TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$405,747CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$171,567CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$234,180CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$123,856PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$50,755PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$73,101PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,480AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,480AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$11,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$4,294DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$520DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$6,327OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$766OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$5,561OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$9,472OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,804OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$7,668OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$563,176TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$225,412TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$322,990TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$850,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$850,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,413,176TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$225,412TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,172,990TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$369,786ExcessRevenueOverExpensesAmt
Net Investment Income$817,053NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,922CashBOYAmt
Cash EOY$7,086CashEOYAmt
Cash EOYFMV$7,086CashEOYFMVAmt
Sav And Temp Cash Invst BOY$269,472SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$103,317SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$103,317SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$595,179USGovernmentObligationsBOYAmt
US Government Obligations EOY$495,096USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$512,035USGovtObligationsEOYFMVAmt
Corporate Stock BOY$16,966,074CorporateStockBOYAmt
Corporate Stock EOY$16,861,656CorporateStockEOYAmt
Corporate Stock EOYFMV$28,437,833CorporateStockEOYFMVAmt
Corporate Bonds BOY$255,425CorporateBondsBOYAmt
Corporate Bonds EOY$255,425CorporateBondsEOYAmt
Corporate Bonds EOYFMV$255,552CorporateBondsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$209,319LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$78,905LandBldgEquipAccumDeprecAmt
Land BOY$134,708LandBOYAmt
Land EOY$130,414LandEOYAmt
Land EOYFMV$130,414LandEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$1,000OtherAssetsEOYFMVAmt
Total Assets BOY$18,222,780TotalAssetsBOYAmt
Total Assets EOY$17,852,994TotalAssetsEOYAmt
Total Assets EOYFMV$29,447,237TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$18,222,780NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$17,852,994NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$18,222,780TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$17,852,994TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$18,222,780TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$17,852,994TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$18,222,780TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$369,786ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$17,852,994SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$17,852,994TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES1999-10-162025-06-02$5,000$4,611$389$389
PUBLICLY TRADED SECURITIES1999-10-162025-12-31$662,080$764,967-$102,887-$102,887
CAPITAL GAINS DIVIDENDS$513,732$513,732$513,732P
FieldValueIRS element (for citing)
Capital Gain Net Income$411,234CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$11,357InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$11,357SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$11,357TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$11,440EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$11,440TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$83OverpaymentAmt
Applied To ES Tax$83AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMSOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksR MILLER REID CPAIndividualWithBooksNm
Phone6016135586PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1254 A KATHERINE DRIVEAddressLine1Txt
CityFLOWOODCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39232ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
R MILLER REID
C/O FOUNDATIONFLOWOODMS39232PRES/TREAS/DIR35.00$180,597$39,890$0
MILLER DAVID REID
C/O FOUNDATIONFLOWOODMS39232VP/DIR40.00$136,842$30,859$0
CYNTHIA D HARRISON
C/O FOUNDATIONFLOWOODMS39232SEC40.00$82,863$22,762$0
GE MORGAN
C/O FOUNDATIONFLOWOODMS39232DIRECTOR0.50$1,815$0$0
KAREN M MORGAN
C/O FOUNDATIONFLOWOODMS39232DIRECTOR0.50$1,815$0$0
PHILIP L COLSON
C/O FOUNDATIONFLOWOODMS39232DIRECTOR0.50$1,815$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$26,973,334AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$239,316AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$15,664FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$27,228,314TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$27,228,314AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$408,425CashDeemedCharitableAmt
Net Vl Noncharitable Assets$26,819,889NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,340,994MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,340,994MinimumInvestmentReturnAmt
Tax Based On Investment Income$11,357TaxBasedOnInvestmentIncomeAmt
Total Tax$11,357TotalTaxAmt
Distributable Before Adj$1,329,637DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,329,637DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,329,637DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,172,990ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,172,990QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,329,637DistributableAsAdjustedAmt
Undistributed Income PY$947,759UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,172,990QualifyingDistributionsAmt
Applied To Year1$947,759AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$225,231AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,104,406UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerR MILLER REIDContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CCVNA
PO BOX 2480MONTEREYCA93942NONEPCGENERAL OPERATING EXPENSES$3,000
DELIVER ME SENIOR SUPPORT SERVICES
1405 SOUTH GALLATIN STREETJACKSONMS39201NONEPCGLASSES & HEARING AIDS$10,000
DELIVER ME SENIOR SUPPORT SERVICES
1405 SOUTH GALLATIN STREETJACKSONMS39201NONEPCGENERAL OPERATING EXPENSES$30,000
DELIVER ME SENIOR SUPPORT SERVICES
1405 SOUTH GALLATIN STREETJACKSONMS39201NONEPCSALARY SUPPORT$10,765
HOSPICE GIVING FOUNDATION
PO BOX 1798MONTEREYCA93942NONEPCGENERAL OPERATING EXPENSES$4,000
MISSISSIPPI FOOD NETWORK
PO BOX 411JACKSONMS39205NONEPCGENERAL OPERATING EXPENSES$40,000
MISSISSIPPI SPAY AND NEUTER
2104 OLD BRANDON ROADPEARLMS39208NONEPCSPAY AND NEUTER PROGRAM$75,000
MONTAGE HEALTH
PO BOX HHMONTEREYCA939421085NONEPCGENERAL OPERATING EXPENSES$6,000
MS ANIMAL RESCUE LEAGUE
4395 SOUTH DRIVEJACKSONMS39209NONEPCMEDICINE AND SUPPLIES$41,000
MS ANIMAL RESCUE LEAGUE
4395 SOUTH DRIVEJACKSONMS39209NONEPCSPAY AND NEUTER$45,000
MS ANIMAL RESCUE LEAGUE
4395 SOUTH DRIVEJACKSONMS39209NONEPCGENERAL OPERATING EXPENSES$30,000
MS ANIMAL RESCUE LEAGUE
4395 SOUTH DRIVEJACKSONMS39209NONEPCVETERINARIAN SALARY AND BENEFITS$92,000
SO CHRISTIAN SVC FOR CHILD & YOUTH INC
1900 N WEST ST STE BJACKSONMS392021034NONEPCRENTAL HOUSING$72,000
STEWPOT COMMUNITY SERVICES INC
1100 WEST CAPITOL STREETJACKSONMS39203NONEPCGENERAL OPERATING EXPENSES$20,000
STEWPOT COMMUNITY SERVICES INC
1100 WEST CAPITOL STREETJACKSONMS39203NONEPCGENERAL OPERATING EXPENSES$40,000
STEWPOT COMMUNITY SERVICES INC
1100 WEST CAPITOL STREETJACKSONMS39203NONEPCOPPORTUNITY CENTER$50,000
THE CENTER FOR VIOLENCE PREVENTION
PO BOX 6279PEARLMS392886279NONEPCGENERAL OPERATING EXPENSES$86,235
THE CENTER FOR VIOLENCE PREVENTION
PO BOX 6279PEARLMS392886279NONEPCGENERAL OPERATING EXPENSES$40,000
THE CENTER FOR VIOLENCE PREVENTION
PO BOX 6279PEARLMS392886279NONEPCTHE TOWER$30,000
THE MUSTARD SEED
1085 LUCKNEY ROADBRANDONMS39047NONEPCGENERAL OPERATING EXPENSES$40,000
THE SALVATION ARMY METRO JACKSON COMMAND
PO BOX 448JACKSONMS392050448NONEPCGENERAL OPERATING EXPENSES$40,000
WINGARD HOME INC
1279 NORTH WEST STREETJACKSONMS39202NONEPCGENERAL OPERATING EXPENSES$45,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$850,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,608ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$623,548ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$411,234ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,043,390ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,043,390TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryBMSSCategoryTxt
Amt$2,480Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,480DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
BUILDING2007-08-01$167,455$74,611SL39.000000000000$4,294$0
LAND2007-08-01$41,864L$0$0

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FORD MTR CO DEL 6.375% 2/1/29$155,425$155,427
PNC FINANCIAL SRV VAR$100,000$100,125

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (58 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
209425 SHARES SCHWAB S&P 500 INDEX FUND$2,137,324$3,673,322
7000 SHARES PG&E CORP$192,932$112,490
2000 SHARES EDISON INTERNATIONAL$53,718$120,040
6000 SHARES PITNEY BOWES 6.7% 43 SR NOTES$150,000$122,340
5000 SHARES PFIZER INCORPORATION$110,715$124,500
2250 SHARES BLACK HILLS CORP$137,255$156,195
10460 SHARES NUVEEN BAB TERM FUND$199,132$165,268
3700 SHARES FIRSTENERGY CORP$122,581$165,649
3000 SHARES DOMINION ENERGY INC$222,605$175,770
1500 SHARES DUKE ENERGY CORP NEW$118,805$175,815
3500 SHARES U S BANCORP DEL NEW$110,701$186,760
10000 SHARES BLACKROCK BUILD AMERICA$191,351$163,200
2000 SHARES BRISTOL-MYERS SQUIBB CO$120,005$107,880
1158 SHARES GENERAL MOTORS CO$33,513$94,169
359 SHARES WABTEC$28,023$76,629
3700 SHARES BAXTER INTERNATIONAL INC$147,417$70,707
1000 SHARES KROGER CO$29,000$62,480
2034 SHARES COMCAST CORP NEW CL A$41,247$60,796
2000 SHARES HALLIBURTON CO HLDG CO$17,444$56,520
400 SHARES CITIGROUP INC$24,418$46,676
727 SHARES OF SYLVAMO CORP$18,762$35,005
666 SHARES KRAFT HEINZ COMPANY$22,502$16,150
1011 SHARES EMBECTA CORP$32,014$12,011
57 SHARES BECTON DICKINSON & CO$7,921$11,062
620 SHARES VIATRIS, INC$6,100$7,719
500 SHARES ORGANON & CO$9,896$3,585
2000 SHARES MONDELEZ INTL INC$43,582$107,660
8000 SHARES CHARLES SCHWAB CORP 5.95% PFD CALLABLE$200,000$200,000
2791 SHARES GE HEALTHCARE TECHNOLOGY$432,009$228,918
51258 SHARES PIMCO INCM INST CL$603,857$563,330
5500 SHARES JP MORGAN CHASE & CO$727,025$1,772,210
2093 SHARES GE VERNOVA, INC$339,322$1,367,922
16238 SHARES AMERICAN CENTURY FOCUSED DYN$887,809$1,261,356
12500 SHARES WELLS FARGO & CO NEW$396,730$1,165,000
44000 SHARES AT&T INC$1,188,302$1,092,960
6500 SHARES CHEVRON CORP$702,178$990,665
2800 SHARES APPLE, INC$50,156$761,208
1 SHARE BERKSHIRE HTWY CL A$113,507$754,800
5142 SHARES AMER ELECTRIC POWER CO$177,360$592,924
1200 SHARES MICROSOFT CORP$103,803$580,344
10500 SHARES BANK OF AMERICA CORP$143,427$577,500
5000 SHARES EXELON CORPORATION$122,705$217,950
48644 SHARES BROWN ADVISORY SUS GWTH$2,083,971$2,176,340
6000 SHARES CONOCO PHILLIPS$402,831$561,660
5000 SHARES MERCK & CO INC NEW$197,574$526,300
1466 SHARES CONSTELLATION ENERGY CORP$48,356$517,894
5000 SHARES THE SOUTHERN COMPANY$78,415$436,000
3500 SHARES EXXON MOBIL CORP$308,977$421,190
10000 SHARES VERIZON COMMUNICATIONS$431,466$407,300
3000 SHARES PHILLIPS 66$221,317$387,120
8000 SHARES INTERNATIONAL PAPER CO$333,246$315,120
10644 SHARES WARNER BROS. DISCOVERY$372,157$306,760
3000 SHARES AMEREN CORPORATION$94,524$299,580
3550 SHARES XCEL ENERGY INC$74,640$262,203
3000 SHARES CISCO SYSTEMS INC$63,999$231,090
6000 SHARES CENTERPOINT ENERGY INC$124,090$230,040
20000 SHARES REGIONS FINANCIAL CP NEW$210,001$542,000
8375 SHARES GE AEROSPACE$1,298,939$2,579,751

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$0USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$495,096StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$512,035StateLocalSecEOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (2 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
BUILDING$167,455$78,905$88,550$88,550
LAND$41,864$0$41,864$41,864

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescFURNITUREDesc
EOYFMV$1,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DUES AND SUBSCRIPTIONS$1,670$0$1,670
INSURANCE$4,185$0$4,185
SUPPLIES & MISCELLANEOUS$10$0$10
INTERNET$3,607$1,804$1,803

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$11,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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