LOWER PEARL RIVER VALLEY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- LOWER PEARL RIVER VALLEY FOUNDATION (EIN 64-0901092)
- Tax period
- 2010-10-01 to 2011-09-30
- Filed
- 2012-06-14
- IRS object ID
- 201201669349100305
- Schema version
- 2010v3.2
- 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 Land Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-06-14T06:51:41-07:00 | Timestamp |
| Tax Period End Date | 2011-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Nicholson & Company PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Drawer 15099 | AddressLine1 |
| City | Hattiesburg | City |
| State | MS | State |
| ZIP Code | 394045099 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 640901092 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOWER PEARL RIVER VALLEY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LOWE | NameControl |
| Phone | 6017995353 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 WILLIAMS AVENUE | AddressLine1 |
| City | PICAYUNE | City |
| State | MS | State |
| ZIP Code | 39466 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MR SIDNEY WHITLEY | Name |
| Title | Vice President | Title |
| Date Signed | 2012-06-14 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Richard G Topp CPA | Name |
| Phone | 6012643519 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 14349210 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 178 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 178 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 178 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 386270 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 386270 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 386270 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 285771 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 3389010 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 285771 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 672219 | TotalRevenueAndExpenses |
| Total Net Investment Income | 672219 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 386448 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 198746 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 49687 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 149059 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 50206 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 12551 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 37655 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 25401 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 6351 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 19050 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 464 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 116 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 348 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 10500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2625 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 7875 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 8240 | TaxesRevAndExpnss |
| Deprec And Depletion Rev And Expnss | 6027 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 1507 | DeprecAndDepletionNetInvstIncm |
| Occupancy Rev And Expnss | 16412 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 4103 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 12309 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 3593 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 3593 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 540 | PrintingAndPubRevAndExpnss |
| Printing And Pub Net Invst Incm | 135 | PrintingAndPubNetInvstIncm |
| Printing And Pub Dsbrs Chrtbl Prps | 405 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 51654 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 26737 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 24917 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 371783 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 103812 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 255211 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 220342 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 220342 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 592125 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 103812 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 475553 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 80094 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 568407 | NetInvestmentIncome |
| Adjusted Net Income | 386448 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 46198 | CashBOY |
| Cash EOY | 43865 | CashEOY |
| Cash EOYFMV | 43865 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 27736 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 38393 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 38393 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses EOY | 82 | PrepaidExpensesEOY |
| Investments Land Etc Basis | 152406 | InvestmentsLandEtcBasis |
| Accum Deprec Investments Land Etc | 88746 | AccumDeprecInvestmentsLandEtc |
| Investments Land Etc BOY | 69689 | InvestmentsLandEtcBOY |
| Investments Land Etc EOY | 63660 | InvestmentsLandEtcEOY |
| Investments Land Etc EOYFMV | 63660 | InvestmentsLandEtcEOYFMV |
| Investments Other BOY | 14511287 | InvestmentsOtherBOY |
| Investments Other EOY | 14203292 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 14203292 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 14654910 | TotalAssetsBOY |
| Total Assets EOY | 14349292 | TotalAssetsEOY |
| Total Assets EOYFMV | 14349210 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 8488 | AccountsPayableBOY |
| Accounts Payable EOY | 9177 | AccountsPayableEOY |
| Other Liabilities BOY | 2 | OtherLiabilitiesBOY |
| Total Liabilities BOY | 8490 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 9177 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 14646420 | UnrestrictedBOY |
| Unrestricted EOY | 14331712 | UnrestrictedEOY |
| Temporarily Restricted EOY | 8403 | TemporarilyRestrictedEOY |
| Total Net Assets BOY | 14646420 | TotalNetAssetsBOY |
| Total Net Assets EOY | 14340115 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 14654910 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 14349292 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 14646420 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 80094 | ExcessOfRevenueOverExpenses |
| Subtotal | 14726514 | Subtotal |
| Other Decreases | 386399 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 14340115 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 285771 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 618538 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 14137074 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.04375 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 715603 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 12455313 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.05745 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1315102 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 16611988 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.07917 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1348061 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 17147478 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.07862 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1507828 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 16154033 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.09334 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.35233 | TotalDistributionRatio |
| Average Distribution Ratio | 0.07047 | AverageDistributionRatio |
| Net Noncharitable Assets | 15379937 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1083763 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 5684 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1089447 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 475553 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 11368 | InvestmentIncomeExciseTax |
| Subtotal | 11368 | Subtotal |
| Tax Based On Investment Income | 11368 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 8440 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 2928 | TaxPaidWithExtension |
| Total Credits And Payments | 11368 | TotalCreditsAndPayments |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | MS | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MR SIDNEY WHITLEY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6017995353 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 WILLIAMS AVENUE | AddressLine1 |
| City | PICAYUNE | City |
| State | MS | State |
| ZIP Code | 39466 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| MR MARTIN T SMITH | ||||||||
| 201 NORTH MAIN STREET | POPLARVILLE | MS | 39470 | Director | 3.00 | 0 | ||
| DR TOM CLARK | ||||||||
| 46 MALLARD DRIVE | PETAL | MS | 39465 | Director | 0.00 | 0 | ||
| DR TED ALEXANDER | ||||||||
| 3208 JAMESTOWN ROAD | HATTIESBURG | MS | 39402 | CEO | 40.00 | 103377 | 3101 | 10317 |
| DR REBECCA ASKEW | ||||||||
| 104 LESLEY LANE | HATTIESBURG | MS | 39402 | Treasurer | 3.00 | 0 | ||
| DR PAMELA THOMAS | ||||||||
| 429 MILLBROOK PARKWAY | PICAYUNE | MS | 39466 | Secretary | 3.00 | 0 | ||
| MR SIDNEY WHITLEY | ||||||||
| 211 SOUTH BOLEY DRIVE | PICAYUNE | MS | 39466 | Vice President | 40.00 | 78177 | 2345 | 6875 |
| MR CLYDE DEASE | ||||||||
| PO BOX 1607 | PICAYUNE | MS | 39466 | President | 5.00 | 0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 15453908 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 96581 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 63660 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 15614149 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 15614149 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 234212 | CashDeemedCharitable |
| Net Noncharitable Assets | 15379937 | NetNoncharitableAssets |
| Minimum Investment Return | 768997 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 768997 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 11368 | TaxBasedOnInvestmentIncome |
| Total Tax | 11368 | TotalTax |
| Distributable Amount Before Adj | 757629 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 757629 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 757629 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 475553 | ExpensesAndContributions |
| Qualifying Distributions | 475553 | QualifyingDistributions |
| Adj Qualifying Distributions | 475553 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 757629 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 483707 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 510513 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 497607 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 99249 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 1591076 | TotalExcessDistriCarryover |
| Qualifying Distributions | 475553 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 475553 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 282076 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 282076 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1309000 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 201631 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1107369 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 510513 | ExcessFromYear4 |
| Excess From Year3 | 497607 | ExcessFromYear3 |
| Excess From Year2 | 99249 | ExcessFromYear2 |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | DR TED ALEXANDER | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 WILLIAMS AVENUE | AddressLine1 |
| City | PICAYUNE | City |
| State | MS | State |
| ZIP Code | 39466 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 6017995353 | RecipientPhoneNumber |
| Form And Info And Materials | SEE ATTACHED GRANT REQUEST | FormAndInfoAndMaterials |
| Submission Deadlines | SEE ATTACHED GRANT REQUEST | SubmissionDeadlines |
| Restrictions On Awards | SEE ATTACHED GRANT REQUEST | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (15 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Recipient Foundation StatusRecipientFoundationStatus |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF SOUTHERN MISSISSIPPI | |||||||
| 118 COLLEGE DRIVE 5092 | HATTIESBURG | MS | 39406 | None | SAFE HARBOR SCHOOL DISTRICTS: TRAINING AND MODELING | $12,024 | |
| PICAYUNE SCHOOL DISTRICT | |||||||
| 706 GOODYEAR BOULEVARD | PICAYUNE | MS | 39466 | None | COLLABORATIVE PRESCHOOL INITIATIVE | $7,239 | N/A |
| Hugh O'Brian Youth Leadership | |||||||
| P O BOX 2717 | JACKSON | MS | 39207 | None | Youth Leadership Training | $700 | N/A |
| Junior Auxillary of Picayune | |||||||
| 260 CURLIE SEAL ROAD | PICAYUNE | MS | 39466 | None | Children's Health Fair | $7,500 | N/A |
| Child Abuse Education Council | |||||||
| P O BOX 1789 | PICAYUNE | MS | 39466 | None | Mental Health Services for Needy Families | $10,000 | N/A |
| MS STATE UNIVERSITY | |||||||
| P O DRAWER 5316 | MS STATE | MS | 39762 | None | FIRST THINGS FIRST | $28,906 | N/A |
| PEARL RIVER COUNTY | |||||||
| 401 WEST LAMAR STREET | POPLARVILLE | MS | 39470 | None | PEARL RIVER INDEPENDENCE, DEVELOPING OUR YOUTH THROUGH PRC 4-H | $5,244 | N/A |
| MB SWAYZE EDUCATIONAL FOUNDATION 2O | |||||||
| P O BOX 23276 | JACKSON | MS | 39225 | NONE | MS EDUCATION CELEBRATION 2011 | $2,300 | N/A |
| DIGITAL OPPORTUNITY TRUST - USA INC | |||||||
| P O BOX 19009 | HATTIESBURG | MS | 39404 | NONE | TEACH UP! TECHNOLOGY ENHANCEMENT PROGRAM | $25,000 | N/A |
| UNIVERSITY OF SOUTHERN MS-SPEECH AN | |||||||
| 118 COLLEG DRIVE | HATTIESBURG | MS | 39406 | NONE | INTENSIVE SPEECH-LANGUAGE SERVICES TO CHILDREN FROM PEARL RIVER COUNTY | $18,572 | N/A |
| MS MUSEUM OF NATURAL SCIENCE FOUNDA | |||||||
| 2148 RIVERSIDE DR | JACKSON | MS | 39202 | NONE | HEALTHY ENVIRONMENTS FOR HEALTHY BODIES | $18,750 | N/A |
| SIGHT SAVERS AMERICA | |||||||
| 169 CAHABA VALLEY PARKWAY | PELHAM | AL | 35124 | NONE | KATRINA PROGRAM FOR CHILDREN'S EYE CARE | $11,112 | N/A |
| PEARL RIVER COMMUNITY COLLEGE | |||||||
| 101 HIGHWAY 11 NORTH | POPLARVILLE | MS | 39470 | NONE | WOMEN'S HEALTH SYMPOSIUM 2011, HEALTHY PEOPLE NOW, DISABILITY SERVICES PROGRAM | $24,214 | N/A |
| PEARL RIVER COUNTY SCHOOL DISTRICT | |||||||
| 7441 HIGHWAY 11 | CARRIERE | MS | 39426 | NONE | KATRINA TRAUMA LIAISON | $18,781 | N/A |
| MS COUNCIL ON ECONOMIC EDUCATION | |||||||
| 1701 NORTH STATE STREET | JACKSON | MS | 39210 | NONE | GIVING OUR CHILDREN TOOLS THEY NEED TO SUCCEED | $30,000 | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 220342 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $178 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $386,270 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 285771 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $386,448 | ExclusionAmount |
| Related Or Exempt Function Income | 285771 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 672219 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | Category |
| Amount | $10,500 | Amount |
| Net Investment Income | 2625 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 7875 | DisbursementsCharitablePrps |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLand
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Miscellaneous | CategoryOrItem |
| Cost Or Other Basis | 152406 | CostOrOtherBasis |
| Accumulated Depreciation | 88746 | AccumulatedDepreciation |
| Book Value | 63660 | BookValue |
| EOYFMV | 63660 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | Category |
| Amount | $464 | Amount |
| Net Investment Income | 116 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 348 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED LOSS ON INVESTMENTS | Description |
| Amount | $386,399 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Office Supplies | 7770 | 1942 | 5828 |
| Miscellaneous | 4360 | 1090 | 3270 |
| INVESTMENT FEES | 18432 | 18432 | |
| INSURANCE | 16425 | 4106 | 12319 |
| DUES & SUBSCRIPTIONS | 4667 | 1167 | 3500 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount |
|---|---|
| PROVISION FOR DEFERRED FED EXCISE TAX | $3,128 |
| PROVISION FOR CURRENT FEDERAL EXCISE TAX | $11,368 |