LOWER PEARL RIVER VALLEY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- LOWER PEARL RIVER VALLEY FOUNDATION (EIN 64-0901092)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2016-05-16
- IRS object ID
- 201631379349102048
- Schema version
- 2014v6.0
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T12:37:19-05:00 | ReturnTs |
| Tax Period End | 2015-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 205857627 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOPP MCWHORTER HARVEY PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O DRAWER 15099 | AddressLine1Txt |
| City | HATTIESBURG | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 394045099 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 640901092 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOWER PEARL RIVER VALLEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOWE | BusinessNameControlTxt |
| Phone | 6017995353 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 WILLIAMS AVENUE | AddressLine1Txt |
| City | PICAYUNE | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39466 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SIDNEY WHITLEY | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 6017995353 | PhoneNum |
| Signature | 2016-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD G TOPP CPA | PreparerPersonNm |
| PTIN | P00144777 | PTIN |
| Phone | 6012643519 | PhoneNum |
| Preparation | 2016-05-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,649,770 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $7 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $7 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $400,816 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $400,816 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $400,816 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $736,439 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,380,771 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $736,439 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $88,498 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $88,498 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,225,760 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,137,262 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $489,321 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $216,545 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $54,136 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $162,409 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $66,552 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $16,638 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $49,914 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $27,309 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $6,827 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $20,482 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $26,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,500 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $19,500 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,325 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,581 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $10,744 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10,106 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,986 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $747 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $22,771 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $5,693 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $17,078 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,040 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,040 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,069 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $267 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $802 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $54,532 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $32,227 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $22,305 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $445,235 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $126,616 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $306,274 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $792,436 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $792,436 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,237,671 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $126,616 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,098,710 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,911 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,010,646 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $489,321 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $30,054 | CashBOYAmt |
| Cash EOY | $60,543 | CashEOYAmt |
| Cash EOYFMV | $60,543 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $19,666 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,161 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,161 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,006 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $23,926 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $23,926 | PrepaidExpensesEOYFMVAmt |
| Invst Land Cost Or Other Basis | $152,406 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $104,045 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $51,347 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $48,361 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $48,361 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $19,627,820 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $18,509,779 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $18,509,779 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $19,730,893 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,649,770 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,649,770 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $109,866 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $41,665 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $109,866 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $41,665 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $19,616,861 | UnrestrictedBOYAmt |
| Unrestricted EOY | $18,608,105 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $4,166 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $0 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,621,027 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,608,105 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,730,893 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,649,770 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,621,027 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,911 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $19,609,116 | SubtotalAmt |
| Other Decreases | $1,001,011 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,608,105 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| HANCOCK | $4,740,771 | $4,283,533 | $457,238 | $457,238 |
| VANGUARD | $640,000 | $360,799 | $279,201 | $279,201 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $736,439 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $837,013 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $19,107,461 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043806 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $642,886 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,104,303 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.037586 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $559,413 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $15,722,714 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.035580 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $475,553 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $15,379,937 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.030920 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $618,538 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $14,137,074 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043753 | DistributionYr5Rt |
| Total Distribution | 0.191645 | TotalDistributionRt |
| Average Distribution | 0.038329 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $19,620,350 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $752,028 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,106 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $762,134 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,098,710 | 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 | $10,106 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,106 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,106 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,204 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,204 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $79 | EsPenaltyAmt |
| Tax Due | $4,981 | 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 | 0 | 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 |
| Individual With Books | MR SIDNEY WHITLEY | IndividualWithBooksNm |
| Phone | 6017995353 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 WILLIAMS AVENUE | AddressLine1Txt |
| City | PICAYUNE | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39466 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| MR CLYDE DEASE | ||||||||
| PO BOX 1607 | PICAYUNE | MS | 39466 | PRESIDENT | 40.00 | $77,282 | $2,002 | $0 |
| MR SIDNEY WHITLEY | ||||||||
| 211 SOUTH BOLEY DRIVE | PICAYUNE | MS | 39466 | CEO | 40.00 | $123,363 | $3,267 | $0 |
| DR PAMELA THOMAS | ||||||||
| 429 MILLBROOK PARKWAY | PICAYUNE | MS | 39466 | SECRETARY | 3.00 | $3,600 | $0 | $0 |
| DR REBECCA ASKEW | ||||||||
| 104 LESLEY LANE | HATTIESBURG | MS | 39402 | TREASURER | 3.00 | $3,600 | $0 | $0 |
| DR TOM CLARK | ||||||||
| 46 MALLARD DRIVE | PETAL | MS | 39465 | DIRECTOR | 3.00 | $3,600 | $0 | $0 |
| MR MARTIN T SMITH | ||||||||
| 201 NORTH MAIN STREET | POPLARVILLE | MS | 39470 | DIRECTOR | 5.00 | $1,500 | $0 | $0 |
| MS BARBARA ALEXANDER | ||||||||
| 3208 JAMESTOWN ROAD | HATTIESBURG | MS | 39402 | DIRECTOR | 3.00 | $3,600 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALICE A RACHAL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 254 MITCHELL ROAD | AddressLine1Txt |
| City | POPLARVILLE | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39470 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADMIN. ASSISTANT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $66,552 | CompensationAmt |
| Employee Benefits | $1,666 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $19,798,425 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $72,351 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $48,361 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,919,137 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,919,137 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $298,787 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,620,350 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $981,018 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $981,018 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,106 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,106 | TotalTaxAmt |
| Distributable Before Adj | $970,912 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $970,912 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $970,912 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,098,710 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,098,710 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10,106 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,088,604 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $970,912 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,098,710 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $970,912 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $127,798 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $127,798 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $127,798 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $127,798 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MR SIDNEY L WHITLEY LOWER PEARL RIV | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 WILLIAMS AVENUE | AddressLine1Txt |
| City | PICAYUNE | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39466 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6017995353 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHED GRANT REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ATTACHED GRANT REQUEST | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHED GRANT REQUEST | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FIFTEENTH CIRCUIT COURT DISTRICT | |||||||
| PO BOX 488 | PURVIS | MS | 39475 | NONE | N/A | DRUG COURT PROGRAM | $60,269 |
| GULF COAST EDUCATION CONSORTIUM | |||||||
| POST OFFICE BOX 610 | WIGGINS | MS | 39577 | NONE | N/A | CLASSROOM MANAGEMENT | $45,430 |
| HUGH O'BRIAN YOUTH LEADERSHIP | |||||||
| P O BOX 2717 | JACKSON | MS | 39207 | NONE | N/A | YOUTH LEADERSHIP TRAINING | $700 |
| LIVING INDEPENDENCE FOR EVERYONE IN MS | |||||||
| 1304 VINE STREET | JACKSON | MS | 39202 | NONE | N/A | INDEPENDENT LIVING SUPPORT SERVICES FOR DISABLED CITIZENS | $6,281 |
| MS CHILDREN'S MUSEUM | |||||||
| 2145 HIGHLAND DRIVE | JACKSON | MS | 39202 | NONE | N/A | LESSONS FOR LIFELONG LEARNERS | $32,540 |
| MS MUSEUM OF NATURAL SCIENCE FOUNDATION | |||||||
| 2148 RIVERSIDE DR | JACKSON | MS | 39202 | NONE | N/A | FOUNDATION/CLASSROOM ENHANCEMENT | $25,000 |
| OASIS COMMUNITY DEVELOPMENT CENTER | |||||||
| 502 JARRELL STREET | PICAYUNE | MS | 39466 | NONE | N/A | ADDICTION RECOVERY RESTORATION PROGRAM | $2,300 |
| PEARL RIVER COMMUNITY COLLEGE | |||||||
| 101 HIGHWAY 11 NORTH | POPLARVILLE | MS | 39470 | NONE | N/A | HONORS INSTITUTE SPEAKER SERIES, LIBRARY FURNISHINGS, WOMEN'S HEALTH SYMPOSIUM, RESOURCE AND REFERRAL CENTER INITIATIVE | $159,820 |
| PEARL RIVER COUNTY SCHOOL DISTRICT | |||||||
| 7441 HIGHWAY 11 | CARRIERE | MS | 39426 | NONE | N/A | NEEDY CHILD RESOURCES, INSPIRING HANDS-ON LEARNING W SMART BOARDS, HEALTH SCIENCE FIELD EXPERIENCE, MAGAZINE MANIA W APPS, MAPS, PLAY ATTENTION CLASSROOM GRANT | $16,432 |
| PICAYUNE SCHOOL DISTRICT | |||||||
| 706 GOODYEAR BOULEVARD | PICAYUNE | MS | 39466 | NONE | N/A | AUTISM PROJECT, CREATING A DATA DRIVEN SCHOOL, PRE-K CLASSROOM, WRITING FOR TEST SUCCESS, ADVANCED TECHNOLOGICAL WRITING SKILLS FOR CCSS, READY FOR COMMON CORE, CAMP CHAOS, TECHNOLOGY FOR COLLEGE AND CAREER READINESS, ONE LEVEL UP, CANVASSING THE COSMOS, ARTFUL THINKING | $194,554 |
| CITY OF PICAYUNE | |||||||
| 203 GOODYEAR BLVD | PICAYUNE | MS | 39466 | NONE | N/A | GREENSPACE ON GOODYEAR BLVD | $100,000 |
| COMMUNITY OF CHRISTIANS HELPING YOUTH | |||||||
| 120 STREET A | PICAYUNE | MS | 39466 | NONE | N/A | STEM, AFTER-SCHOOL TUTORING | $35,822 |
| POPLARVILLE SCHOOL DISTRICT | |||||||
| 302 SOUTH JULIA STREET | POPLARVILLE | MS | 39470 | NONE | N/A | GROWING LUNCH SCHOOL LUNCH GARDEN PROJECT, CAREER DEVELOPMENT HEALTH SCIENCE TECH, ACT KEY TRAIN CONLINE CURRICULUM, INTEGRATE USA TEST PREP CURRICULUM, VIRTUAL BUSINESS CURRICULUM FOR MARKETING AND CULINARY ARTS | $18,170 |
| SIGHT SAVERS AMERICA | |||||||
| 337 BUSINESS CIRCLE | PELHAM | AL | 35124 | NONE | N/A | HANCOCK PR CO CHILDREN'S EYE CARE | $34,264 |
| MANNA MINISTRIES | |||||||
| 120 STREET A | PICAYUNE | MS | 39466 | NONE | N/A | HEART 2 HEART INITIATIVE | $60,854 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $792,436 | 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 | $7 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $400,816 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $736,439 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|
| EXCISE TAX REFUNDS PREVIOUSLY EXPENSED | $29,606 |
| DEFERRED TAX BENEFIT | $58,892 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $88,498 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $400,823 | ExclusionAmt |
| Related Or Exempt Function Incm | $736,439 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,225,760 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 12 | LineNumberTxt |
| Relationship Statement | WITHOUT THE FUNDS REPORTED ON LINE 12, THE FOUNDATION WOULD NOT BE ABLE TO EXIST. THE AMOUNT OF CHARITABLE GRANTS THE FOUNDATION IS ABLE TO MAKE IS DIRECTLY RELATED TO THE INCOME FROM THEIR INVESTMENTS. | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $14,325 | Amt |
| Net Investment Income | $3,581 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10,744 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $18,509,779 | BookValueAmt |
| EOYFMV | $18,509,779 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $26,000 | LegalFeesAmt |
| Net Investment Income | $6,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $19,500 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $1,001,011 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE SUPPLIES | $9,821 | $2,455 | $0 | $7,366 |
| INVESTMENT FEES | $24,791 | $24,791 | $0 | $0 |
| DUES & SUBSCRIPTIONS | $1,614 | $404 | $0 | $1,210 |
| INSURANCE | $14,627 | $3,657 | $0 | $10,970 |
| MISCELLANEOUS | $3,679 | $920 | $0 | $2,759 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| EXCISE TAX REFUNDS PREVIOUSLY EXPENSED | $29,606 | $29,606 |
| DEFERRED TAX BENEFIT | $58,892 | $58,892 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $10,106 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |