JAMES W HOOD FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- JAMES W HOOD FAMILY FOUNDATION (EIN 20-2640916)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201613209349101796
- Schema version
- 2015v2.1
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Mortgages And Notes Payable Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T12:00:08-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 E Capitol Street Ste 500 | AddressLine1Txt |
| City | Jackson | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 392012190 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202640916 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James W Hood Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JAMES W HOOD | InCareOfNm |
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 6019823730 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 4931 | AddressLine1Txt |
| City | Jackson | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39296 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES W HOOD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6019823730 | PhoneNum |
| Signature | 2016-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Donna W Bruce CPA | PreparerPersonNm |
| PTIN | P00283153 | PTIN |
| Phone | 6019486700 | PhoneNum |
| Preparation | 2016-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,465,178 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $125 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $125 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $159,411 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $159,411 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$207,628 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,738,184 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $27,838 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $27,838 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$20,254 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $187,374 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $10,211 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $10,211 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,570 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,365 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,205 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $60,038 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $60,038 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $13,929 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $10,020 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $3,909 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,384 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $39,251 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $39,242 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $137,383 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $77,444 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $56,567 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $295,925 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $295,925 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $433,308 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $77,444 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $352,492 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$453,562 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $109,930 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $354,233 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $570,631 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $570,631 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,983,281 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,754,535 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,754,535 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $569,152 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $796,155 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $796,155 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $762,788 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $756,748 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $716,748 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,627,109 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $1,627,109 | LandEOYAmt |
| Land EOYFMV | $1,627,109 | LandEOYFMVAmt |
| Total Assets BOY | $12,669,454 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,505,178 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,465,178 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $1,557,311 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,557,311 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $12,669,454 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,947,867 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,669,454 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,947,867 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,669,454 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,505,178 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,669,454 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$453,562 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,215,892 | SubtotalAmt |
| Other Decreases | $268,025 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,947,867 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (30 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 7,667 SHS CATCHMARK TIMBER TRUST INC-A | $86,205 | $176,341 | -$90,136 | -$90,136 | |||
| 2,841 SHS BANK OF AMERICA CORP | $46,571 | $46,663 | -$92 | -$92 | |||
| 2,377 SHS BARCLAYS PLC-SPONS ADR | $35,292 | $38,439 | -$3,147 | -$3,147 | |||
| 1,258 SHS BB&T CORP | $50,649 | $44,801 | $5,848 | $5,848 | |||
| 219 SHS CAPITAL ONE FINANCIAL CORP | $19,057 | $18,057 | $1,000 | $1,000 | |||
| 55 SHS CITIGROUP INC | $2,911 | $2,766 | $145 | $145 | |||
| 304 SHS COMMERCE BANCSHARES INC | $14,091 | $12,462 | $1,629 | $1,629 | |||
| 871 SHS CREDIT SUISSE GROUP-SPON ADR | $19,686 | $22,564 | -$2,878 | -$2,878 | |||
| 1,425 SHS DEUTSCHE BANK AG-REGISTERED | $35,353 | $46,335 | -$10,982 | -$10,982 | |||
| 1,146 SHS ING GROEP N.V.-SPONSORED ADR | $17,480 | $14,487 | $2,993 | $2,993 | |||
| 537 SHS KEYCORP | $7,636 | $6,712 | $924 | $924 | |||
| 336 SHS MORGAN STANLEY | $13,024 | $12,127 | $897 | $897 | |||
| 319 SHS PNC FINANCIAL SERVICES GROUP | $29,078 | $25,467 | $3,611 | $3,611 | |||
| 308 SHS SUNTRUST BANKS INC | $13,474 | $11,649 | $1,825 | $1,825 | |||
| 63 SHS US BANCORP | $2,692 | $2,494 | $198 | $198 | |||
| 55 SHS WELLS FARGO & CO | $3,043 | $3,037 | $6 | $6 | |||
| 256 SHS ZIONS BANCORPORATION | $7,421 | $6,620 | $801 | $801 | |||
| 39,144.779 SHS COLUMBIA ASIA PAX X-JPN-R5 | $492,672 | $554,034 | -$61,362 | -$61,362 | |||
| 28,143.08 SHS CREDIT SUISSE COMM RET ST-I | $131,710 | $169,421 | -$37,711 | -$37,711 | |||
| 11,562.034 SHS DODGE & COX INTL STOCK FD | $435,079 | $492,542 | -$57,463 | -$57,463 | |||
| 10,950 SHS ISHARES MSCI EAFE INDEX FUND | $681,289 | $663,721 | $17,568 | $17,568 | |||
| 4,653.214 SHS JPM CHINA REGION FD - SEL FUND 3810 | $86,224 | $98,508 | -$12,284 | -$12,284 | |||
| 115,000 SHS JPM DAILY RETURN NOTE | $103,759 | $115,000 | -$11,241 | -$11,241 | |||
| 65,000 SHS MS PALLADIUM BREN | $50,284 | $65,000 | -$14,716 | -$14,716 | |||
| 2,014.24 SHS PARNASSUS CORE EQUITY FD-INS | $75,252 | $81,395 | -$6,143 | -$6,143 | |||
| 12,286.325 SHS PIMCO COMMODITYPL STRAT-P | $97,553 | $115,000 | -$17,447 | -$17,447 | |||
| 484 SHS SPDR S&P 500 ETF TRUST | $97,565 | $100,161 | -$2,596 | -$2,596 | |||
| CATCHMARK TIMBER TRUST | $5 | $9 | -$4 | -$4 | 2015-03-05 | 2015-03-11 | |
| COMMERCE BANKSHARES INC | $24 | $0 | $24 | $24 | 2015-01-07 | ||
| CAPITAL GAIN DIVIDENDS | $83,105 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$207,628 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $430,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,905,140 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.03332 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $239,300 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,839,519 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.020212 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $245,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,215,869 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.023982 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $155,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,701,663 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.016028 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $195,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,164,990 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.021277 | DistributionYr5Rt |
| Total Distribution | 0.114819 | TotalDistributionRt |
| Average Distribution | 0.022964 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,434,839 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $285,554 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,099 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $286,653 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,979,601 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,099 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,099 | SubtotalAmt |
| Tax Based On Investment Income | $1,099 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,800 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,701 | OverpaymentAmt |
| Applied To ES Tax | $5,701 | AppliedToESTaxAmt |
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 | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES W HOOD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6015408600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4931 | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39296 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| James W Hood | ||||||||
| PO Box 4931 | Jackson | MS | 39296 | President | 0 | $0 | $0 | $0 |
| Paula J Hood | ||||||||
| PO Box 4931 | Jackson | MS | 39296 | Director | 0 | $0 | $0 | $0 |
| J Wilson Hood Jr | ||||||||
| 1740 Howard Street | Jackson | MS | 39202 | Director | 0 | $0 | $0 | $0 |
| Sylvia Napper | ||||||||
| PO Box 4931 | Jackson | MS | 39296 | Secretary | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | BUILDING PURCHASE - SEE FOOTNOTE | Description1Txt |
| Expenses1 | $1,627,109 | Expenses1Amt |
| Total | $1,627,109 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,451,858 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $452,576 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $719,768 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,624,202 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,624,202 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $189,363 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,434,839 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $621,742 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $621,742 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,099 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,099 | TotalTaxAmt |
| Distributable Before Adj | $620,643 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $620,643 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $620,643 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $352,492 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $1,627,109 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,979,601 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,099 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,978,502 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $620,643 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $638,685 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,979,601 | QualifyingDistributionsAmt |
| Applied To Year1 | $638,685 | AppliedToYear1Amt |
| Applied To Current Year | $620,643 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $720,273 | RemainingDistriFromCorpusAmt |
| Total Corpus | $720,273 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $720,273 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $720,273 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES W HOOD | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | James W Hood | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4931 | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39296 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6015408600 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORM IS REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| REAL CHRISTIAN FOUNDATION | |||||||
| PO BOX 180059 | RICHLAND | MS | 39218 | NONE | PC | TO SUPPORT PURPOSES OF THE ORGANIZATION | $2,000 |
| Andrew Jackson Council Boy Scouts | |||||||
| 855 RIVERSIDE DRIVE | JACKSON | MS | 39202 | NONE | PC | TO SUPPORT CHARACTER AND GROWTH OF YOUTH | $15,000 |
| First Presbyterian Church Jackson | |||||||
| 1390 NORTH STATE STREET | JACKSON | MS | 39202 | NONE | PC | TO SUPPORT THE PURPOSES OF THE CHURCH | $51,000 |
| Jackson Prep Foundation | |||||||
| 3100 LAKELAND DRIVE | JACKSON | MS | 39232 | NONE | PC | TO SUPPORT THE MISSION OF THE SCHOOL | $19,000 |
| Jackson Zoo Foundation | |||||||
| 2918 WEST CAPITOL STREET | JACKSON | MS | 39209 | NONE | PC | TO SUPPORT THE PROGRAMS OF THE ORGANIZATION | $10,000 |
| Reformed University Foundation | |||||||
| PO BOX 13476 | JACKSON | MS | 39236 | NONE | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION | $16,000 |
| Trans World Radio | |||||||
| PO BOX 8700 | CARY | NC | 27512 | NONE | PC | TO SUPPORT THE PROGRAMS OF THE ORGANIZATION | $2,000 |
| Young Life | |||||||
| PO Box 79066 | JACKSON | MS | 39236 | NONE | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION | $5,000 |
| Vanderbilt Owen School of Mgmt | |||||||
| 401 21st Ave S | Nashville | TN | 37203 | NONE | PC | To provide education opportunities and support | $1,000 |
| Jackson Metropolitan YMCA | |||||||
| 800 East River Place | Jackson | MS | 39202 | NONE | PC | To support the programs of the organization | $5,000 |
| The Miracle of Peyton's House | |||||||
| 417 West Ash St | Jackson | MS | 39203 | NONE | PC | To support the mission of the organization | $5,000 |
| American Cancer Society Hope Lodge | |||||||
| 930 A Wellness Drive | Greenville | SC | 27834 | NONE | PC | To support the mission of the organization | $250 |
| Stewpot Community Services | |||||||
| 1100 W Capitol St | Jackson | MS | 39203 | NONE | PC | To support the mission of the organization | $1,000 |
| Home Place | |||||||
| 7521 Old Canton Road | Madison | MS | 39110 | NONE | PC | To support the purposes of the organization | $51,875 |
| CRU | |||||||
| 100 Lake Hart Drive | Orlando | FL | 32832 | NONE | PC | To support the mission of the organization | $2,500 |
| Ole Miss Athletic Foundation | |||||||
| PO Box 1519 | Oxford | MS | 38655 | NONE | PC | TO SUPPORT THE MISSION OF THE SCHOOL | $6,000 |
| Alpha Psi Chapter of Delta Gamma | |||||||
| PO Box 1300 | Oxford | MS | 38655 | NONE | PC | TO SUPPORT THE PURPOSE OF THE ORGANIZATION. | $10,000 |
| YMCA Blue Ridge Assembly | |||||||
| 84 Blue Ridge Circle | Black Mountain | NC | 28711 | NONE | PC | TO SUPPORT THE PURPOSE OF THE ORGANIZATION. | $25,000 |
| Wesley Biblical Seminary | |||||||
| 787 E Northside Drive | Jackson | MS | 39286 | NONE | PC | TO SUPPORT THE PURPOSE OF THE SCHOOL. | $20,000 |
| Big Brothers Big Sisters of Mississippi | |||||||
| Post Office Box 16414 | Jackson | MS | 39236 | NONE | PC | TO SUPPORT THE PURPOSE OF THE ORGANIZATION | $5,000 |
| College Hill Presbyterian Church | |||||||
| 339 County Road 102 | Oxford | MS | 38655 | NONE | PF | TO SUPPORT TO PURPOSE OF THE ORGANIZATION. | $5,000 |
| Lefleur East Foundation | |||||||
| PO Box 12290 | Jackson | MS | 39236 | NONE | PC | TO SERVE THE PURPOSE OF THE ORGANIZATION. | $10,000 |
| Goodwill Salute at St Dominic Hospital | |||||||
| 969 Lakeland Drive | Jackson | MS | 39216 | NONE | PC | TO SUPPORT THE PURPOSE OF THE ORGANIZATION. | $1,300 |
| Belhaven University | |||||||
| 1500 PEACHTREE STREET | JACKSON | MS | 39202 | NONE | PC | TO PROVIDE EDUCATION OPPORTUNITIES AND SUPPORT | $25,000 |
| Eastover Foundation | |||||||
| PO Box 12255 | Jackson | MS | 39236 | NONE | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $295,925 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $125 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $159,411 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$207,628 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $27,838 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$20,254 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$20,254 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,570 | Amt |
| Net Investment Income | $7,365 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,205 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 4165 EASTOVER DRIVE | FMV | $400,000 | $360,000 |
| RECEIVABLES | FMV | $88,095 | $88,095 |
| LIVE OAK INVESTMENT FUND I | FMV | $268,653 | $268,653 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $10,211 | LegalFeesAmt |
| Disbursements Charitable Prps | $10,211 | DisbursementsCharitablePrpsAmt |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
Note Payable NotePayableGrp
Lender Name LenderNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JPMORGAN CHASE BANK NA | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Original | $1,457,311 | LoanOriginalAmt |
| Balance Due | $1,557,311 | BalanceDueAmt |
| Note | 2015-10 | NoteDt |
| Loan Maturity | 2016-10 | LoanMaturityDt |
| Interest | 1.35 | InterestRt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON SECURITIES | Desc |
| Amt | $268,025 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE FEES | $9 | $9 | |
| UTILTIES | $10,000 | $10,000 | |
| BUILDING MAINTENANCE | $5,321 | $5,321 | |
| BUILDING MANAGEMENT | $1,000 | $1,000 | |
| INSURANCE | $22,921 | $22,921 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIVE OAK INVESTMENT FUND I | Desc |
| Revenue And Expenses Per Books | $27,838 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $27,838 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT FEES - PINNACLE | $479 | $479 |
| INVESTMENT FEES - JPM #8003 | $6,678 | $6,678 |
| INVESTMENT FEES - JPM #6007 | $52,881 | $52,881 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $12 | $12 |
| OTHER TAXES | $3,372 |