BUTLER SNOW OMARA STEVENS & CANNADA FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BUTLER SNOW OMARA STEVENS & CANNADA FOUNDATION (EIN 72-1363024)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202413209349102826
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T10:11:14-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 SOUTH 17TH STREET SUITE 710 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721363024 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUTLER SNOW O'MARA STEVENS & CANNADA | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUTL | BusinessNameControlTxt |
| Phone | 6019485711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1020 HIGHLAND COLONY PKWY 1400 | AddressLine1Txt |
| City | RIDGELAND | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39157 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RANCE SAPEN | PersonNm |
| Person Title | MEMBER | PersonTitleTxt |
| Phone | 6019485711 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELLE O'NEILL | PreparerPersonNm |
| PTIN | P01372721 | PTIN |
| Phone | 2157654600 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,203,257 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $134,159 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $26,866 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,866 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$18,853 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $288,113 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $142,180 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,874 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,566 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,283 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,283 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,153 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,153 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,174 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $93 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,893 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,529 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,283 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $150,885 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $150,885 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $170,778 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,529 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $154,168 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$28,598 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,345 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $123,322 | CashBOYAmt |
| Cash EOY | $49,065 | CashEOYAmt |
| Cash EOYFMV | $49,065 | CashEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $176,380 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $177,894 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $673,608 | CorporateStockBOYAmt |
| Corporate Stock EOY | $587,683 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,817,114 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $205,845 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $65,174 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $63,735 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $95,449 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $95,449 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,002,775 | TotalAssetsBOYAmt |
| Total Assets EOY | $973,751 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,203,257 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,002,775 | RetainedEarningBOYAmt |
| Retained Earning EOY | $973,751 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,002,775 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $973,751 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,002,775 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $973,751 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,002,775 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$28,598 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $974,177 | SubtotalAmt |
| Other Decreases | $426 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $973,751 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $288,113 | GrossSalesPriceAmt |
| Cost Or Other Basis | $306,966 | CostOrOtherBasisAmt |
| Gain Or Loss | -$18,853 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$18,853 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$18,853 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $185 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $185 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $185 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $185 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RANCE SAPEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6019485711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1020 HIGHLAND COLONY PKWY 1400 | AddressLine1Txt |
| City | RIDGELAND | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39157 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ASHLEY WICKS | ||||||||
| 1020 HIGHLAND COLONY PKWY STE 1400 | RIDGELAND | MS | 39157 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRAD ANDERSON | ||||||||
| 1020 HIGHLAND COLONY PKWY STE 1400 | RIDGELAND | MS | 39157 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRIAN JACKSON | ||||||||
| 1020 HIGHLAND COLONY PKWY STE 1400 | RIDGELAND | MS | 39157 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CARA BAER | ||||||||
| 1020 HIGHLAND COLONY PKWY STE 1400 | RIDGELAND | MS | 39157 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CEDRIC EVANS | ||||||||
| 1020 HIGHLAND COLONY PKWY STE 1400 | RIDGELAND | MS | 39157 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEFF STANCILL | ||||||||
| 1020 HIGHLAND COLONY PKWY STE 1400 | RIDGELAND | MS | 39157 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SARA ANNE QUINN | ||||||||
| 1020 HIGHLAND COLONY PKWY STE 1400 | RIDGELAND | MS | 39157 | DIRECTOR (UNTIL 01/23) | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,322,679 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $131,512 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,454,191 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,454,191 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,813 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,432,378 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $71,619 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $71,619 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $185 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $185 | TotalTaxAmt |
| Distributable Before Adj | $71,434 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $71,434 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $71,434 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $154,168 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $154,168 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $71,434 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $55,886 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $41,950 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $52,253 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $101,985 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $37,400 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $289,474 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $154,168 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $71,434 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $82,734 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $372,208 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $55,886 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $316,322 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $41,950 | ExcessFromYear4Amt |
| Excess From Year3 | $52,253 | ExcessFromYear3Amt |
| Excess From Year2 | $101,985 | ExcessFromYear2Amt |
| Excess From Year1 | $37,400 | ExcessFromYear1Amt |
| Excess From Current Year | $82,734 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RANCE SAPEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1020 HIGHLAND COLONY PKWY STE 1400 | AddressLine1Txt |
| City | RIDGELAND | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39157 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6019485711 | RecipientPhoneNum |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CREATE FOUNDATION | ||||||
| PO BOX 1053 | TUPELO | MS | 38802 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,860 |
| HEART OF THE DELTA FOUNDATION | ||||||
| 111 MAGNOLIA ST - PO BOX 145 | BELZONI | MS | 39038 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,720 |
| CHARLESTON PRO BONO LEGAL SERVICES | ||||||
| 111 CHURCH ST | CHARLESTON | SC | 29401 | PC | CAPACITY BUILDING INFRASTRUCTURE UPDATES | $5,000 |
| CHILDREN'S ADVOCACY CENTERS OF TEXAS INC | ||||||
| 1501 W ANDERSON LANE BLDG B-1 | AUSTIN | TX | 78757 | PC | CAC RESPONSE TO CHILD VICTIMS OF CRIME TRAINING CENTER TECHNOLOGY UPDATES | $10,000 |
| CHRISTIAN SERVICE MISSION | ||||||
| 3600 3RD AVE SOUTH | BIRMINGHAM | AL | 35222 | PC | SERVICE TRUCK | $5,000 |
| CHURCH HEALTH | ||||||
| 1350 CONCOURSE AVE STE 142 | MEMPHIS | TN | 38104 | PC | ESSENTIAL EQUIPMENT FOR ESSENTIAL WORKERS | $1,081 |
| CORP FOR GLOBAL COMMUNITY DEVELOPMENT | ||||||
| 4655 TERRY RD | JACKSON | MS | 39212 | PC | HEARTS OF COMPASSION EMERGENCY HOUSING - IMPROVING ACCESSIBILITY AND SAFETY | $20,000 |
| EXTRA TABLE | ||||||
| 3904 HARDY STREET | HATTIESBURG | MS | 39402 | PC | EXTRA TABLE FEEDS VOLUNTEER-FRIENDLY WAREHOUSE | $5,733 |
| FIRST LIGHT INC | ||||||
| 2230 FOURTH AVENUE NORTH | BIRMINGHAM | AL | 35203 | PC | WASHERS AND DRYERS FOR EMERGENCY SHELTER AND PERMANENT SUPPORTIVE HOUSING | $5,000 |
| HANANIAH HOUSE | ||||||
| 651 S MT JULIET RD 1166 | MOUNT JULIET | TN | 37122 | PC | FURNISH SURREY STEP-UP HOUSE | $8,810 |
| HIGH HOPES INC | ||||||
| 301 HIGH HOPES COURT | FRANKLIN | TN | 37064 | PC | INTERACTIVE METRONOME FOR HIGH HOPES PEDIATRIC THERAPY CLINIC | $2,000 |
| HOPE MINISTRIES OF BATON ROUGE | ||||||
| 4643 WINBOURNE AVENUE | BATON ROUGE | LA | 70805 | PC | CLIENT CHOICE FOOD PANTRY UPGRADE | $2,896 |
| MEMPHIS JEWISH FEDERATION | ||||||
| 6560 POPLAR AVENUE | MEMPHIS | TN | 38138 | PC | SECURITY AND WELLNESS FOR VULNERABLE SENIORS | $15,000 |
| NASHVILLE CHILDREN'S ALLIANCE | ||||||
| 610 MURFREESBORO PIKE | NASHVILLE | TN | 37210 | PC | TECHNOLOGY IMPROVEMENTS FOR FORENSIC INTERVIEW PROGRAM | $8,667 |
| NATIONAL CHILDREN'S ADVOCACY CENTER | ||||||
| 210 PRATT AVENUE | HUNTSVILLE | AL | 35801 | PC | COMPASSION IN EVERY CORNER: NCAC CHILDREN'S BATHROOM RENEWAL PROJECT | $10,000 |
| REACH MEMPHIS | ||||||
| 4646 POPLAR AVENUE SUITE 327 | MEMPHIS | TN | 38117 | PC | SUMMER EXPERIENCE PROGRAM | $1,200 |
| ROOM IN THE INN - MEMPHIS | ||||||
| 409 AYERS STREET | MEMPHIS | TN | 38105 | PC | ROOM IN THE INN - MEMPHIS SECURITY UPGRADE | $15,585 |
| SCOTTDALE EARLY LEARNING | ||||||
| 470 WARREN AVENUE PO BOX 904 | SCOTTDALE | GA | 30079 | PC | KITCHEN RENOVATION PROJECT MIDWAY WOODS LOCATION | $10,000 |
| ST THOMAS COMMUNITY HEALTH CENTER | ||||||
| 1936 MAGAZINE STREET | NEW ORLEANS | LA | 70130 | PC | PROVIDING BACKUP POWER FOR ST. THOMAS COMMUNITY HEALTH CENTER | $5,000 |
| TEXAS ADVOCACY PROJECT INC | ||||||
| 3721 EXECUTIVE CENTER DRIVE 215 | AUSTIN | TX | 78731 | PC | TECHNOLOGY TO SUPPORT SURVIVORS | $8,333 |
| AMERICAN FRIENDS OF SOROKA MEDICAL CENTER | ||||||
| PO BOX 184-H | SCARSDALE | NY | 10583 | PC | DISASTER RELIEF | $7,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $150,885 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,866 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$18,853 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,021 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,021 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MARTIN SOSLAND | ||||||
| 1 | 1020 HIGHLAND COLONY PKWY STE 1400 | RIDGELAND | MS | 39157 | $19,030 | Yes (X) |
| DEBORA HORN | ||||||
| 2 | 1020 HIGHLAND COLONY PKWY STE 1400 | RIDGELAND | MS | 39157 | $9,430 | Yes (X) |
| ABBOTT JONES | ||||||
| 3 | 1020 HIGHLAND COLONY PKWY STE 1400 | RIDGELAND | MS | 39157 | $9,240 | Yes (X) |
| ROBERT HUTCHINSON | ||||||
| 4 | 1020 HIGHLAND COLONY PKWY STE 1400 | RIDGELAND | MS | 39157 | $7,740 | Yes (X) |
| HARRISON SMITH | ||||||
| 5 | 1020 HIGHLAND COLONY PKWY STE 1400 | RIDGELAND | MS | 39157 | $6,550 | Yes (X) |
| LANCE WILKERSON | ||||||
| 6 | 1020 HIGHLAND COLONY PKWY STE 1400 | RIDGELAND | MS | 39157 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,566 | Amt |
| Net Investment Income | $3,283 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,283 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | ISHARES 1-5 YEAR INV GRADE CORP BND ETF | BondNm |
| EOY Book Value | $65,174 | EOYBookValueAmt |
| EOYFMV | $63,735 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF | $27,676 | $110,051 |
| ISHARES RUSSELL 1000 VALUE ETF | $68,478 | $119,972 |
| ISHARES RUSSELL 2000 VALUE ETF | $198,509 | $318,737 |
| ISHARES RUSSELL MIDCAP GROWTH ETF | $42,800 | $105,296 |
| ISHARES RUSSELL MIDCAP VALUE ETF | $174,850 | $386,315 |
| VANGUARD INTL EQUITY INDEX FDS | $75,370 | $776,743 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $176,380 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $177,894 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESCO PREMIER U.S. GOVERNMENT MONEY MARKET PORTFOLIO | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $95,449 | BookValueAmt |
| EOYFMV | $95,449 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE OF 1099 | Desc |
| Amt | $426 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $10,153 | Amt |
| Net Investment Income | $10,153 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NET INVESTMENT INCOME TAXES | $3,081 | $0 | $0 |
| FOREIGN TAXES | $93 | $93 | $0 |