WILEMON FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WILEMON FOUNDATION INC (EIN 64-0923957)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-08
- IRS object ID
- 201941289349100539
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-08T13:13:00-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 640760834 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAIL MCKINNEY PROFESSIONAL ASSOCIATION | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 196 | AddressLine1Txt |
| City | TUPELO | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 388020196 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 640923957 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILEMON FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILE | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1220 | AddressLine1Txt |
| City | TUPELO | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 38802 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHONDA W SHARPE | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Signature | 2019-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LESLIE GROOME CPA | PreparerPersonNm |
| PTIN | P00370931 | PTIN |
| Phone | 6628426475 | PhoneNum |
| Preparation | 2019-05-02 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.167.192.225 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-08 | IPDt |
| IP Tm | 13:13:00 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BBB41817A43E91C69EC3DDF6BD73680D745302A8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BBB41817A43E91C69EC3DDF6BD73680D745302A8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,987,524 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,666 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,666 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $5,666 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $197,192 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $197,192 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $197,192 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $310,813 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,633,981 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $194,772 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$54,975 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | -$54,975 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $458,696 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $397,630 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $147,883 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $20,213 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $20,213 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $20,213 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $11,924 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,924 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $11,924 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $51,851 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $51,851 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $51,851 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $4,687 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,687 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $651 | TaxesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $88,675 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $88,675 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $84,639 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $426,987 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $426,987 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $515,662 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $88,675 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $84,639 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $426,987 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$56,966 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $308,955 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $63,244 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $34,823 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $371,384 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $427,515 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $427,515 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $110,386 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $113,328 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $110,386 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $110,386 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $6,750,704 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,823,873 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,359,439 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,110,973 | OtherAssetsBOYAmt |
| Other Assets EOY | $976,610 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,090,184 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,381,212 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,338,384 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,987,524 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $335 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $6,632 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $335 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,632 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $8,380,877 | UnrestrictedBOYAmt |
| Unrestricted EOY | $8,331,752 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,380,877 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,331,752 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,381,212 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,338,384 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,380,877 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$56,966 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,841 | OtherIncreasesAmt |
| Subtotal | $8,331,752 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,331,752 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $194,772 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $288,650 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,970,974 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.036213 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $634,939 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,345,737 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.076079 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $777,810 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,453,166 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.082280 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,028,091 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,162,565 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.248462 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $23,400 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,211,929 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.002087 | DistributionYr5Rt |
| Total Distribution | 0.445121 | TotalDistributionRt |
| Average Distribution | 0.089024 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,867,574 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $789,427 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,090 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $792,517 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $426,987 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,179 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,179 | SubtotalAmt |
| Tax Based On Investment Income | $6,179 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $206 | EsPenaltyAmt |
| Tax Due | $6,385 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANCORPSOUTH TRUST DEPT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6626802000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 789 | AddressLine1Txt |
| City | TUPELO | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 38802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| SHONDA W SHARPE | ||||||||
| PO BOX 1220 | TUPELO | MS | 38802 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SHEA WILEMON | ||||||||
| PO BOX 1220 | TUPELO | MS | 38802 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,766,975 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $148,642 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,086,996 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,002,613 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $9,002,613 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $135,039 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,867,574 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $443,379 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $443,379 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,179 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,179 | TotalTaxAmt |
| Distributable Before Adj | $437,200 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $437,200 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $437,200 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $426,987 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $426,987 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $426,987 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $437,200 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $336,383 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $309,206 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $219,950 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $865,539 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $426,987 | QualifyingDistributionsAmt |
| Applied To Current Year | $426,987 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $10,213 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $10,213 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $855,326 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $855,326 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $326,170 | ExcessFromYear4Amt |
| Excess From Year3 | $309,206 | ExcessFromYear3Amt |
| Excess From Year2 | $219,950 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| WILDWOOD BAPTIST CHURCH | ||||||
| 2280 W JACKSON STREET | 2280 W JACKSON STREET | TUPELO | MS | 38801 | RELIGIOUS/CHARITABLE | $12,000 |
| JACK VAN IMPE MINISTRIES | ||||||
| P O BOX 7004 | P O BOX 7004 | TROY | MI | 48007 | RELIGIOUS/CHARITABLE | $1,200 |
| INTERNATIONAL FLSP CHRST & JEWS | ||||||
| P O BOX 96105 | P O BOX 96105 | WASHINGTON | DC | 200906105 | RELIGIOUS/CHARITABLE | $1,200 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL | ||||||
| P O BOX 50 | P O BOX 50 | MEMPHIS | TN | 381019929 | RELIGIOUS/CHARITABLE | $1,200 |
| MORE MINISTRIES | ||||||
| P O BOX 1695 | P O BOX 1695 | OLIVE BRANCH | MS | 386541695 | RELIGIOUS/CHARITABLE | $3,600 |
| BEREAN BAPTIST CHURCH | ||||||
| 517 GLENSFORD DRIVE | 517 GLENSFORD DRIVE | FAYETTEVILLE | NC | 28314 | RELIGIOUS/CHARITABLE | $1,200 |
| SAMARITAN'S PURSE | ||||||
| PO BOX 3000 | BOONE | NC | 28607 | RELIGIOUS/CHARITABLE | $2,400 | |
| CREATE FOUNDATION | ||||||
| PO BOX 1053 | PO BOX 1053 | TUPELO | MS | 38802 | RELIGIOUS/CHARITABLE | $86,807 |
| CREATE FOUNDATION | ||||||
| PO BOX 1053 | PO BOX 1053 | TUPELO | MS | 38802 | RELIGIOUS/CHARITABLE | $314,947 |
| LOVE WORTH FINDING | ||||||
| 2941 KATE BOND RD | 2941 KATE BOND RD | MEMPHIS | TN | 38133 | RELIGIOUS/CHARITABLE | $1,200 |
| WA CRISWELL FOUNDATION | ||||||
| 2000 MCKINNEY AVE STE 980 | 2000 MCKINNEY AVE STE 980 | DALLAS | TX | 75201 | RELIGIOUS/CHARITABLE | $1,200 |
| PASS THROUGH CONTRIBUTIONS FROM LLC | ||||||
| P O BOX 789 | TUPELO | MS | 38802 | RELIGIOUS/CHARITABLE | $33 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $426,987 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,666 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $197,192 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $310,813 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RJ WILEMON LLC RENTAL | Desc |
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$54,975 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $458,696 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $458,696 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION/ACCOUNTING | CategoryTxt |
| Amt | $11,924 | Amt |
| Net Investment Income | $11,924 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,924 | AdjustedNetIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| BANCORPSOUTH ST SALES 9015 | PURCHASE | $704,225 | $678,722 | $25,503 |
| BANCORPSOUTH LT SALES 9015 | PURCHASE | $332,410 | $265,092 | $67,318 |
| BANCORPSOUTH ST SALES 9023 | PURCHASE | $141,500 | $135,549 | $5,951 |
| BANCORPSOUTH LT SALES 9023 | PURCHASE | $261,074 | $243,805 | $17,269 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITY MUTUAL FUNDS | $3,971,043 | $3,584,648 |
| FIXED INCOME SECURITIES | $1,442,651 | $1,379,027 |
| EQUITIES | $1,410,179 | $1,395,764 |
| EQUITIES - REAL ESTATE |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $20,213 | LegalFeesAmt |
| Net Investment Income | $20,213 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $20,213 | AdjustedNetIncomeAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN R.J. WILEMON LLC | Desc |
| BOY Book Value | $1,110,973 | BOYBookValueAmt |
| EOY Book Value | $976,610 | EOYBookValueAmt |
| EOYFMV | $1,090,184 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RJ WILEMON LLC RENTAL | Desc |
| Revenue And Expenses Per Books | -$54,975 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | -$54,975 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK/TAX ADJUSTMENT FMV OF TRANSFER | $7,452 |
| NONTAXABLE RETURN OF CAPITAL | $389 |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp (2 entries)
| Balance DueBalanceDueAmt |
|---|
| NOTE RECEIVABLE PECAN ROW |
| $76,636 |
| NOTE RECEIVABLE M&P TUPELO |
| $33,750 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FIDUCIARY FEES | $37,144 | $37,144 | $37,144 |
| FIDUCIARY FEES 9023 | $8,707 | $8,707 | $8,707 |
| OTHER PROFESSIONAL FEES | $6,000 | $6,000 | $6,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FOREIGN TAXES | $544 | $544 | $544 |
| FOREIGN TAXES | $107 | $107 | $107 |
| EXCISE TAX PAID | $4,036 | $4,036 |