JAMES W HOOD FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JAMES W HOOD FAMILY FOUNDATION (EIN 20-2640916)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-10-27
- IRS object ID
- 201403009349100210
- Schema version
- 2013v3.1
- 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 Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-10-27T16:03:21-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 E Capitol Street Ste 500 | AddressLine1 |
| City | Jackson | City |
| State | MS | State |
| ZIP Code | 392012190 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Jackson | City |
| State | MS | State |
| ZIP Code | 39296 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James W Hood | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 6019486700 | PhoneNum |
| Signature | 2014-10-31 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,724,664 | 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 | $14,731 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,670 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $200,225 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $200,225 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $395,005 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,042,102 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $395,005 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$10,564 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$10,564 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $599,397 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $599,336 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,485 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,485 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $97,103 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $97,103 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,907 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,907 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $619 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $619 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $107,114 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $107,114 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $239,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $239,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $346,414 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $107,114 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $239,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $252,983 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $492,222 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $763,891 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,752,408 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,752,408 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,769,975 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,534,472 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,534,472 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $693,876 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $862,746 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $862,746 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $524,306 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $615,038 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $575,038 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,752,048 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,764,664 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,724,664 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $10,752,048 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,764,664 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,752,048 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,764,664 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,752,048 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,764,664 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,752,048 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $252,983 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,762,888 | OtherIncreasesAmt |
| Subtotal | $12,767,919 | SubtotalAmt |
| Other Decreases | $3,255 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,764,664 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| MORGAN STANLEY #0571, SHORT-TERM - SEE ATTACHED | $262,201 | $182,018 | $80,183 | $80,183 | |
| MORGAN STANLEY #0571, SHORT-TERM - SEE ATTACHED | $2,614 | $1,673 | $941 | $941 | |
| PINNACLE #PT30418, SHORT-TERM, SEE ATTACHED | $800,915 | $759,674 | $41,900 | $41,241 | |
| PINNACLE #PT30418, LONG-TERM - SEE ATTACHED | $865,210 | $722,865 | $144,796 | $142,345 | |
| PINNACLE #PT30418, SHORT-TERM - SEE ATTACHED | $5,977 | $6,547 | -$570 | -$570 | |
| PINNACLE #PT30418, LONG-TERM - SEE ATTACHED | $63,970 | $61,531 | $2,584 | $2,439 | |
| PINNACLE #PT30418P, SHORT-TERM - SEE ATTACHED | $334,936 | $304,330 | $30,606 | $30,606 | |
| KKR & CO LP, SECTION 1256 CONTRACTS & STRADDLES | -$19 | ||||
| MORGAN STANLEY #0571, LONG-TERM - SEE ATTACHED | $1,276,134 | $901,008 | $375,126 | $375,126 | |
| MORGAN STANLEY #0571, LONG-TERM - SEE ATTACHED | $899,234 | $624,721 | $274,513 | $274,513 | |
| MORGAN STANLEY #0572, SHORT-TERM - SEE ATTACHED | $295,217 | $256,153 | $39,064 | $39,064 | |
| MORGAN STANLEY #0572, LONG-TERM - SEE ATTACHED | $224,088 | $829,500 | -$605,412 | -$605,412 | |
| PINNACLE #PT30418, LONG-TERM - SEE ATTACHED | $313 | $313 | |||
| CAPITAL GAIN DIVIDENDS | $8,584 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $395,005 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $245,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,215,869 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.023982 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $155,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,701,663 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.016028 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $195,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,164,990 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.021277 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $206,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $826,527 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.249236 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $194,250 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $43,744 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 4.440609 | DistributionYr5Rt |
| Total Distribution | 4.751132 | TotalDistributionRt |
| Average Distribution | 0.950226 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,839,519 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $11,250,219 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,922 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $11,255,141 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $239,300 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,844 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,844 | SubtotalAmt |
| Tax Based On Investment Income | $9,844 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,588 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $4,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $15,088 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,244 | OverpaymentAmt |
| Applied To ES Tax | $5,244 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | JACKSON | City |
| State | MS | State |
| ZIP Code | 39296 | ZIPCode |
| 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 | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1018 HIGHLAND COLONY PKWT STE 105 | AddressLine1 |
| City | RIDGELAND | City |
| State | MS | State |
| ZIP Code | 39157 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MGMT | ServiceTypeTxt |
| Compensation | $56,893 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,969,637 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,475,141 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $575,038 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,019,816 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,019,816 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $180,297 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,839,519 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $591,976 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $591,976 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,844 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,844 | TotalTaxAmt |
| Distributable Before Adj | $582,132 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $582,132 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $582,132 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $239,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $239,300 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $239,300 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $582,132 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $84,743 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Qualifying Distributions | $239,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $84,743 | AppliedToYear1Amt |
| Applied To Current Year | $154,557 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $427,575 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | 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 | AddressLine1 |
| City | JACKSON | City |
| State | MS | State |
| ZIP Code | 39296 | ZIPCode |
| 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 (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Belhaven College | |||||||
| 1500 Peachtree Street | Jackson | MS | 39202 | None | PC | To provide education opportunities and support | $25,000 |
| Big Brothers Big Sisters of Mississippi | |||||||
| 175 E Capitol Street | Jackson | MS | 39201 | None | PC | To support purposes of the organization | $20,000 |
| 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 | $12,500 |
| First Presbyterian Church Jackson | |||||||
| 1390 NORTH STATE STREET | JACKSON | MS | 39202 | NONE | PC | TO SUPPORT THE PURPOSES OF THE CHURCH | $45,000 |
| Jackson Prep Foundation | |||||||
| 3100 LAKELAND DRIVE | JACKSON | MS | 39232 | NONE | PC | TO SUPPORT THE MISSION OF THE SCHOOL | $100,000 |
| Jackson Zoo Foundation | |||||||
| 2918 WEST CAPITOL STREET | JACKSON | MS | 39209 | NONE | PC | TO SUPPORT THE PROGRAMS OF THE ORGANIZATION | $5,000 |
| Reformed University Foundation | |||||||
| PO BOX 13476 | JACKSON | MS | 39236 | NONE | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION | $10,000 |
| UMAA Foundation | |||||||
| PO BOX 1519 | OXFORD | MS | 38655 | NONE | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION | $12,800 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $239,300 | 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 | $14,731 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $200,225 | 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 | $395,005 | 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 | -$10,564 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $599,397 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $599,397 | 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 | $5,485 | Amt |
| Net Investment Income | $5,485 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Land Schedule2 InvestmentsLandSchedule2
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 | $126,943 | $126,943 |
Land Etc Schedule2 LandEtcSchedule2
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TAX ADJ FOR DISALLOWED WASH SALE | Description |
| Amount | $3,255 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| KKR & CO LP | $597 | $597 |
| WILLIAMS PARTNERS LP | $4 | $4 |
| BANK SERVICE FEES | $18 | $18 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| LIVE OAK INVESTMENT FUND I | -$3,065 | -$3,065 |
| WILLIAMS PARTNERS LP | -$7,666 | -$7,666 |
| KKR & CO LP | $167 | $167 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN/LOSS ON SECURITIES | Description |
| Amount | $1,762,888 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $97,103 | Amt |
| Net Investment Income | $97,103 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $3,907 | Amt |
| Net Investment Income | $3,907 | NetInvestmentIncomeAmt |