WILEMON FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WILEMON FOUNDATION INC (EIN 64-0923957)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-07
- IRS object ID
- 201833119349100813
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses 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 | 2018-11-07T10:29:54-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-11-05 | 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 | 2018-11-05 | 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 | 2018-11-07 | IPDt |
| IP Tm | 10:29:54 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2A5A4B92D08AE705D65EA0AFD646983D50DD8F9D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2A5A4B92D08AE705D65EA0AFD646983D50DD8F9D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $9,089,951 | 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 | $5,807 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,807 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $5,807 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $150,531 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $150,531 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $150,531 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $390,196 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,023,065 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $175,068 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$474,810 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | -$474,810 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $71,724 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $331,406 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | -$318,472 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $17,286 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $17,286 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $17,286 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $12,820 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,820 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $12,820 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $48,690 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $48,690 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $48,690 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $2,740 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,740 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $400 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $888 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $888 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $888 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $82,424 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $82,424 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $80,084 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $288,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $288,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $371,074 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $82,424 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $80,084 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $288,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$299,350 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $248,982 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $170,850 | CashBOYAmt |
| Cash EOY | $34,823 | CashEOYAmt |
| Cash EOYFMV | $34,823 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $371,384 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $371,384 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $18,109 | AcctRcvblBOYAmt |
| Other Nts And Loans Rcvbl | $113,328 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $116,132 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $113,328 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $113,328 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $5,250,555 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,750,704 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,268,305 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $2,467,869 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,110,973 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,302,111 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,023,515 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,381,212 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,089,951 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $335 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $335 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $8,023,515 | UnrestrictedBOYAmt |
| Unrestricted EOY | $8,380,877 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,023,515 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,380,877 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,023,515 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,381,212 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,023,515 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$299,350 | ExcessRevenueOverExpensesAmt |
| Other Increases | $656,712 | OtherIncreasesAmt |
| Subtotal | $8,380,877 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,380,877 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $175,068 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $634,939 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,345,737 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.076079 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $777,810 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,453,166 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.082280 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,028,091 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,162,565 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.248462 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $23,400 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,211,929 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.002087 | DistributionYr4Rt |
| Total Distribution | 0.408908 | TotalDistributionRt |
| Average Distribution | 0.102227 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,970,974 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $814,849 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,490 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $817,339 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $288,650 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,980 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,980 | SubtotalAmt |
| Tax Based On Investment Income | $4,980 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,156 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,156 | TotalPaymentsAndCreditsAmt |
| Tax Due | $3,824 | 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 |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
| DAN WILEMON | ||||||||
| 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 | $6,238,666 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $438,253 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,415,440 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,092,359 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $8,092,359 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $121,385 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,970,974 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $398,549 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $398,549 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,980 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,980 | TotalTaxAmt |
| Distributable Before Adj | $393,569 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $641,465 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,035,034 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,035,034 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $288,650 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $288,650 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $288,650 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,035,034 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $1,082,767 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $309,206 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $219,950 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,611,923 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $288,650 | QualifyingDistributionsAmt |
| Applied To Current Year | $288,650 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $746,384 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $746,384 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $865,539 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $865,539 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $336,383 | ExcessFromYear3Amt |
| Excess From Year2 | $309,206 | ExcessFromYear2Amt |
| Excess From Year1 | $219,950 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 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 | $11,600 |
| 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 | $3,200 |
| BEREAN BAPTIST CHURCH | ||||||
| 517 GLENSFORD DRIVE | 517 GLENSFORD DRIVE | FAYETTEVILLE | NC | 28314 | RELIGIOUS/CHARITABLE | $1,200 |
| WHEELER GROVE BAPTIST CHURCH | ||||||
| 21 CR 519 | 21 CR 519 | CORINTH | MS | 38834 | RELIGIOUS/CHARITABLE | $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 | $137,153 |
| CREATE FOUNDATION | ||||||
| PO BOX 1053 | PO BOX 1053 | TUPELO | MS | 38802 | RELIGIOUS/CHARITABLE | $109,815 |
| 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 | $17,082 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $288,650 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,807 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $150,531 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $390,196 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| RJ WILEMON LLC SEC 1231 LOS | 18 | -$513,839 |
| RJ WILEMON LLC RENTAL | 16 | $39,029 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $71,724 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $71,724 | 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 | $12,820 | Amt |
| Net Investment Income | $12,820 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,820 | AdjustedNetIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| BANCORPSOUTH ACCT 19015 | PURCHASE | $149,715 | $141,900 | $7,815 |
| BANCORPSOUTH ACCT 19015 | PURCHASE | $1,474,659 | $1,272,927 | $201,732 |
| BANCORPSOUTH ACCT 19023 | PURCHASE | $201,420 | $192,028 | $9,392 |
| BANCORPSOUTH ACCT 19023 WASH LOSS | PURCHASE | $174 | $174 | |
| BANCORPSOUTH ACCT 19023 | PURCHASE | $22,029 | $26,014 | -$3,985 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITY MUTUAL FUNDS | $4,033,600 | $4,354,105 |
| FIXED INCOME SECURITIES | $1,407,612 | $1,401,077 |
| EQUITIES | $1,280,848 | $1,479,214 |
| EQUITIES - REAL ESTATE | $28,644 | $33,909 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $17,286 | LegalFeesAmt |
| Net Investment Income | $17,286 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $17,286 | 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 | $2,467,869 | BOYBookValueAmt |
| EOY Book Value | $1,110,973 | EOYBookValueAmt |
| EOYFMV | $1,302,111 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| STORAGE UNIT | $888 | $888 | $888 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| RJ WILEMON LLC SEC 1231 LOSS | -$513,839 | -$513,839 |
| RJ WILEMON LLC RENTAL | $39,029 | $39,029 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK/TAX ADJUSTMENT FMV OF TRANSFER | $13,760 |
| NONTAXABLE RETURN OF CAPITAL | $1,487 |
| RECOVERY OF PRIOR YEAR DISTRIBUTIONS | $641,465 |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp (2 entries)
| Balance DueBalanceDueAmt |
|---|
| NOTE RECEIVABLE PECAN ROW |
| $78,679 |
| NOTE RECEIVABLE M&P TUPELO |
| $34,649 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FIDUCIARY FEES | $40,610 | $40,610 | $40,610 |
| OTHER PROFESSIONAL FEES | $8,080 | $8,080 | $8,080 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FOREIGN TAXES | $400 | $400 | $400 |
| EXCISE TAX PAID | $2,340 | $2,340 |