-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
BLUE CROSS & BLUE SHIELD OF
MISSISSIPPI FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
3545 LAKELAND DRIVE
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FLOWOOD
,
MS
39232
A Employer identification number
20-0471034
B
Telephone number (see instructions)
(601) 664-4473
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
110,481,129
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
52,628
2
Check
.............
3
Interest on savings and temporary cash investments
18,960
18,960
4
Dividends and interest from securities
...
3,109,175
3,109,175
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
2,529,627
b
Gross sales price for all assets on line 6a
49,687,344
7
Capital gain net income (from Part IV, line 2)
...
2,529,627
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
66,206
0
0
12
Total.
Add lines 1 through 11
........
5,776,596
5,657,762
0
13
Compensation of officers, directors, trustees, etc.
114,356
0
0
113,542
14
Other employee salaries and wages
......
123,014
0
0
120,510
15
Pension plans, employee benefits
.......
31,283
0
0
31,957
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
20,000
0
0
20,000
c
Other professional fees (attach schedule)
....
43,656
0
0
41,431
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
226,577
0
0
12,215
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
13,924
0
0
9,978
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
333,921
250,981
0
83,097
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
906,731
250,981
0
432,730
25
Contributions, gifts, grants paid
.......
3,342,966
3,342,966
26
Total expenses and disbursements.
Add lines 24 and 25
4,249,697
250,981
0
3,775,696
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
1,526,899
b
Net investment income
(if negative, enter -0-)
5,406,781
c
Adjusted net income
(if negative, enter -0-)
...
0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
1,527,246
1,282,610
1,282,610
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
16,328,479
13,339,448
13,339,448
b
Investments—corporate stock (attach schedule)
.......
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
79,483,079
95,746,932
95,746,932
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
121,131
112,139
112,139
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
97,459,935
110,481,129
110,481,129
17
Accounts payable and accrued expenses
..........
34,315
51,162
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
73,689
188,533
23
Total liabilities
(add lines 17 through 22)
.........
108,004
239,695
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
97,351,931
110,241,434
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
97,351,931
110,241,434
30
Total liabilities and net assets/fund balances
(see instructions)
.
97,459,935
110,481,129
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
97,351,931
2
Enter amount from Part I, line 27a
.....................
2
1,526,899
3
Other increases not included in line 2 (itemize)
3
11,362,604
4
Add lines 1, 2, and 3
..........................
4
110,241,434
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
110,241,434
Form
990-PF
(2019)
Form 990-PF (2019)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
MUTUAL FUNDS / EXCHANGE TRADED FUNDS - HARDY REED
P
2014-01-01
2019-12-31
b
EXCHANGE TRADED FUNDS
P
2014-01-01
2019-12-31
c
U.S. TREASURY NOTES / GOVERNMENT OBLIGATIONS
P
2014-01-01
2019-12-31
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
31,358,228
28,776,170
2,582,058
b
9,437,463
9,489,894
-52,431
c
8,891,653
8,891,653
0
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
2,582,058
b
-52,431
c
0
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
2,529,627
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
3,728,756
104,685,123
0.035619
2017
5,340,067
100,158,457
0.053316
2016
4,539,742
93,544,981
0.048530
2015
3,448,944
78,223,713
0.044091
2014
3,124,563
65,611,005
0.047623
2
Total
of line 1, column (d)
.....................
2
0.229179
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.045836
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
105,654,157
5
Multiply line 4 by line 3
......................
5
4,842,764
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
54,068
7
Add lines 5 and 6
........................
7
4,896,832
8
Enter qualifying distributions from Part XII, line 4
,.............
8
3,775,696
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
108,136
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
108,136
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
108,136
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
127,594
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
15,000
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
142,594
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
34,458
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
34,458
Refunded
11
0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
Yes
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
MS
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
WWW.HEALTHIERMISSISSIPPI.ORG
14
The books are in care of
SAVANNAH CALHOUN
Telephone no.
(601) 664-4634
Located at
3545 LAKELAND DRIVE
FLOWOOD
MS
ZIP+4
39232
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
No
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
THOMAS C FENTER MD
CHAIRMAN, DIRECTOR
1.00
0
0
0
3545 LAKELAND DRIVE
FLOWOOD
,
MS
39232
HARRY M WALKER
VICE CHAIRMAN, DIRECTOR
1.00
8,000
0
0
3545 LAKELAND DRIVE
FLOWOOD
,
MS
39232
SCOTT T WILLIAMSON
SECRETARY, DIRECTOR
1.00
0
0
0
3545 LAKELAND DRIVE
FLOWOOD
,
MS
39232
DOUGLAS R GARRETT
TREASURER, DIRECTOR
1.00
8,000
0
0
3545 LAKELAND DRIVE
FLOWOOD
,
MS
39232
REGINALD LEE
DIRECTOR
1.00
0
0
0
3545 LAKELAND DRIVE
FLOWOOD
,
MS
39232
CHRISTINA C THOMAS
DIRECTOR
1.00
0
0
0
3545 LAKELAND DRIVE
FLOWOOD
,
MS
39232
JOYCE YATES
DIRECTOR
1.00
4,000
0
0
3545 LAKELAND DRIVE
FLOWOOD
,
MS
39232
SHEILA GROGAN
EXECUTIVE DIRECTOR
23.00
74,094
18,139
0
3545 LAKELAND DRIVE
FLOWOOD
,
MS
39232
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
MELISA STEWART
COMMUNITY & FOUNDATI
40.00
78,283
15,121
0
3545 LAKELAND DRIVE
FLOWOOD
,
MS
39232
EUGENIA KING
HEALTH & FITNESS COO
24.00
65,363
2,615
0
3545 LAKELAND DRIVE
FLOWOOD
,
MS
39232
LAKEN JOHNSTON
COMMUNITY & FOUNDATI
7.00
49,750
1,990
0
3545 LAKELAND DRIVE
FLOWOOD
,
MS
39232
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
TRUSTMARK NATIONAL BANK - WEALTH MANAGEMENT
INVESTMENT MANAGEMENT & CONSULTING
152,149
248 EAST CAPITOL STREET SUITE 1000
JACKSON
,
MS
39201
HARDY REED LLC
INVESTMENT MANAGEMENT & CONSULTING
98,152
101 SOUTH FRONT STREET
TUPELO
,
MS
38804
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
105,947,016
b
Average of monthly cash balances
.......................
1b
1,220,445
c
Fair market value of all other assets (see instructions)
................
1c
95,643
d
Total
(add lines 1a, b, and c)
.........................
1d
107,263,104
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
107,263,104
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
1,608,947
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
105,654,157
6
Minimum investment return.
Enter 5% of line 5
..................
6
5,282,708
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
5,282,708
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
108,136
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
108,136
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
5,174,572
4
Recoveries of amounts treated as qualifying distributions
................
4
66,206
5
Add lines 3 and 4
............................
5
5,240,778
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
5,240,778
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
3,775,696
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
3,775,696
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
0
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
3,775,696
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
5,240,778
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
1,299,921
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
3,775,696
a
Applied to 2018, but not more than line 2a
1,299,921
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
2,475,775
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
0
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
2,765,003
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
SHEILA GROGAN
PO BOX 1043
JACKSON
,
MS
392151043
(601) 664-4473
b
The form in which applications should be submitted and information and materials they should include:
ALL APPLICANTS MUST INITIATE THE PROCESS OF APPLYING FOR A GRANT BY SUBMITTING A BRIEF LETTER OF INQUIRY. THE LETTER OF INQUIRY SHOULD PROVIDE A CLEAR AND CONCISE DESCRIPTION OF THE ORGANIZATION'S PROJECT. AN ELECTRONIC SUBMISSION CAN BE MADE BY COMPLETING THE LETTER OF INQUIRY QUESTIONS AT WWW.HEALTHIERMISSISSIPPI.ORG. ONCE THE LETTER OF INQUIRY HAS BEEN REVIEWED, THE APPLICANT THEN WILL RECEIVE ONE OF THE FOLLOWING: 1) A REQUEST FOR MORE INFORMATION; 2) A REQUEST FOR A FULL GRANT APPLICATION; OR 3) A LETTER INFORMING YOU THAT THE FOUNDATION CANNOT FUND YOUR PROJECT.
c
Any submission deadlines:
N/A
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
TO BE ELIGIBLE FOR FUNDING CONSIDERATION FROM THE TAXPAYER, AN ORGANIZATION MUST MEET THE FOLLOWING GUIDELINES: 1)BE LOCATED IN MS;2)BENEFIT THE CITIZENS OF MS;3)SERVE THE COMMUNITY WITH NO DISCRIMINATION BY AGE, RACE, GENDER, RELIGION, SEXUAL ORIENTATION, OR DISABILITY;4)NOT DUPLICATE OR SIGNIFICANTLY OVERLAP THE WORK OF PUBLIC AGENCIES;5)BE A 501(C)(3)CHARITABLE ORGANIZATION (BUT NOT A PRIVATE FNDTN) AND PROVIDE PROOF OF SUCH CURRENT DESIGNATION IN THE FORM OF AN IRS DETERM. LETTER, OR GOV'TL ENTITY OR PUBLIC CHARITY. THE TAXPAYER DOES NOT PROVIDE FUNDING FOR THE FOLLOWING:1)INDIVIDUALS;2)PROJECTS THAT ARE NOT DIRECTLY FOCUSED ON ADDRESSING THE HEALTH AND WELLNESS OF CITIZENS OF MS;3)DENOMINATIONAL OR RELIGIOUS ORGANIZATIONS;4)POLITICAL CAUCUSES, CANDIDATES, OR CAMPAIGNS;5)SPECIAL OCCASION OR COMMEMORATIVE ADVERTISING;6)HOSPITALS OR HOSPITAL BUILDING FUNDS, UNLESS PART OF A 501(C)(3) CHARITABLE BRANCH OF A HOSPITAL;7)COLLEGE ALUMNI GROUPS OR HIGH SCHOOL/COLLEGE SPORTS TEAMS/EVENTS.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
2019 HEALTHY HEROES PROGRAM MATERIALS
VARIOUS
VARIOUS
,
MS
39232
GOV
HEALTH & WELLNESS - EDUCATIONAL MATERIALS FOR HEALTHY HEROES PROGRAM
2,771
AGRICOLA ELEMENTARY SCHOOL GEORGE COUNTY SCHOOL DISTRICT
6165 HIGHWAY 613
LUCEDALE
,
MS
39452
PC
HEALTH & WELLNESS - SCHOOL GARDEN PROGRAM
6,096
ALCORN STATE UNIVERSITY
1000 ASU DRIVE 569
LORMAN
,
MS
39096
PC
HEALTH & WELLNESS - UNIVERSITY TOBACCO-FREE POLICY TIER 1
10,000
BAY WAVELAND MIDDLE SCHOOL
600 PINE STREET
BAY ST LOUIS
,
MS
39520
PC
HEALTH & WELLNESS - SCHOOL GARDEN PROGRAM
32,410
BRAMLETT ELEMENTARY SCHOOL
225 BRAMLETT BLVD
BAY ST LOUIS
,
MS
38655
PC
HEALTH & WELLNESS - SCHOOL GARDEN PROGRAM
34,209
BRANDON MIDDLE SCHOOL
408 S COLLEGE STREET
BRANDON
,
MS
39042
PC
HEALTH & WELLNESS - SCHOOL GARDEN PROGRAM
5,000
CAMDEN ELEMENTARY SCHOOL
4784 HWY 43N
CAMDEN
,
MS
39045
PC
HEALTH & WELLNESS - SCHOOL GARDEN PROGRAM
3,750
CENTRAL ELEMENTARY SCHOOL
1100 DUPONT AVENUE
PASCAGOULA
,
MS
39568
PC
HEALTH & WELLNESS - SCHOOL GARDEN PROGRAM
5,000
CITY OF BOONEVILLE
203 N MAIN STREET
BOONEVILLE
,
MS
38829
GOV
HEALTH & WELLNESS - HEALTHY HEROES PROGRAM
76,837
CITY OF GREENWOOD
PO BOX 907
GREENWOOD
,
MS
38935
GOV
HEALTH & WELLNESS - HEALTHY HEROES PROGRAM
16,225
CITY OF HAZLEHURST
PO BOX 549
HAZLEHURST
,
MS
39083
GOV
HEALTH & WELLNESS - HEALTHY HEROES PROGRAM
98,549
CITY OF HERNANDO
475 WEST COMMERCE ST
HERNANDO
,
MS
38632
GOV
HEALTH & WELLNESS - HEALTHY HEROES PROGRAM
107,700
CITY OF LEXINGTON
112 SPRING STREET
LEXINGTON
,
MS
39095
GOV
HEALTH & WELLNESS - HEALTHY HEROES PROGRAM
47,900
CITY OF LEXINGTON
112 SPRING STREET
LEXINGTON
,
MS
39095
GOV
HEALTH & WELLNESS - HEALTHY HOMETOWN AWARD
50,000
CITY OF NETTLETON
124 SHORT AVENUE
NETTLETON
,
MS
38858
GOV
HEALTH & WELLNESS - HEALTHY HEROES PROGRAM
97,366
CITY OF QUITMAN
PO BOX 16
QUITMAN
,
MS
39355
GOV
HEALTH & WELLNESS - HEALTHY HEROES PROGRAM
7,466
CITY OF QUITMAN
PO BOX 16
QUITMAN
,
MS
39355
GOV
HEALTH & WELLNESS - HEALTHY HOMETOWN AWARD
50,000
CITY OF SALTILLO
PO BOX 1426
SALTILLO
,
MS
38866
GOV
HEALTH & WELLNESS - HEALTHY HEROES PROGRAM
58,754
CITY OF TUPELO
71 EAST TROY STREET
TUPELO
,
MS
38804
GOV
HEALTH & WELLNESS - HEALTHY HOMETOWN AWARD
50,000
CITY OF TUPELO
PO BOX 1485
TUPELO
,
MS
38802
GOV
HEALTH & WELLNESS - HEALTHY HEROES PROGRAM
33,960
CITY OF WEST POINT
PO BOX 1117
WEST POINT
,
MS
39773
GOV
HEALTH & WELLNESS - HEALTHY HEROES PROGRAM
29,000
COAHOMA COMMUNITY COLLEGE
3240 FRIARS POINT
CLARKSDALE
,
MS
38614
PC
HEALTH & WELLNESS - UNIVERSITY TOBACCO-FREE POLICY TIER 1
10,000
COLUMBIA ACADEMY
1548 HWY 98
COLUMBIA
,
MS
39429
PC
HEALTH & WELLNESS - SCHOOL GARDEN PROGRAM
10,330
COLUMBIA PRIMARY SCHOOL
913 WEST AVENUE
COLUMBIA
,
MS
39429
PC
HEALTH & WELLNESS - HEALTHY SCHOOL AWARD
25,000
COPIAH-LINCOLN COMMUNITY COLLEGE
PO BOX 649
WESSON
,
MS
39191
PC
HEALTH & WELLNESS - UNIVERSITY TOBACCO-FREE POLICY TIER 1
10,000
DELTA STATE UNIVERSITY
BOX 3135
CLEVELAND
,
MS
38733
PC
HEALTH & WELLNESS - UNIVERSITY TOBACCO-FREE POLICY TIER 1
10,000
DESOTO CENTRAL PRIMARY SCHOOL
3210 GETWELL ROAD
SOUTHAVEN
,
MS
38672
PC
HEALTH & WELLNESS - SCHOOL GARDEN PROGRAM
5,000
DUNDEE ELEMENTARY SCHOOL
12901 OLD HIGHWAY 61
DUNDEE
,
MS
38626
PC
HEALTH & WELLNESS - SCHOOL GARDEN PROGRAM
15,700
EAST MISSISSIPPI COMMUNITY COLLEGE
PO BOX 158
SCOOBA
,
MS
39358
PC
HEALTH & WELLNESS - UNIVERSITY TOBACCO-FREE POLICY TIER 1
10,000
HILLS CHAPEL SCHOOL
8 CR 2371
BOONEVILLE
,
MS
38829
PC
HEALTH & WELLNESS - SCHOOL HEALTH AND WELLNESS
35,314
JOSEPH FRAZIER ELEMENTARY SCHOOL
1445 GEORGE F WEST BLVD
NATCHEZ
,
MS
39120
PC
HEALTH & WELLNESS - SCHOOL GARDEN PROGRAM
4,979
MADISON AVENUE ELEMENTARY SCHOOL
1199 MADISON AVENUE
MADISON
,
MS
39110
PC
HEALTH & WELLNESS - SCHOOL GARDEN PROGRAM
1,235
MADISON MIDDLE SCHOOL
1365 MANNSDALE ROAD
MADISON
,
MS
39110
PC
HEALTH & WELLNESS - SCHOOL GARDEN PROGRAM
5,068
MADISON S PALMER HIGH SCHOOL
1315 MARTIN LUTHER KING DRIVE
MARKS
,
MS
38646
PC
HEALTH & WELLNESS - SCHOOL GARDEN PROGRAM
5,950
MADISON STATION ELEMENTARY SCHOOL
459 REUNION PARKWAY
MADISON
,
MS
39110
PC
HEALTH & WELLNESS - SCHOOL GARDEN PROGRAM
10,350
MAGNOLIA PARK ELEMENTARY SCHOOL
3500 GOVERNMENT STREET
OCEAN SPRINGS
,
MS
39564
PC
HEALTH & WELLNESS - SCHOOL GARDEN PROGRAM
3,192
MISSISSIPPI COMMUNITY COLLEGE FOUNDATION
1900 LAKELAND DRIVE
JACKSON
,
MS
39261
PC
HEALTH & WELLNESS - COMMUNITY CHALLENGE FOR CHANGE PERIOD TWO
191,600
MISSISSIPPI DELTA COMMUNITY COLLEGE
PO BOX 668
MOORHEAD
,
MS
38761
PC
HEALTH & WELLNESS - UNIVERSITY TOBACCO-FREE POLICY TIER 1
10,000
MISSISSIPPI GULF COAST COMMUNITY COLLEGE
51 MAIN STREET
PERKINSTON
,
MS
39573
PC
HEALTH & WELLNESS - UNIVERSITY TOBACCO-FREE POLICY TIER 1
10,000
MISSISSIPPI STATE UNIVERSITY
945 STONE BOULEVARD BOX 9805
MISSISSIPPI STATE
,
MS
39762
PC
HEALTH & WELLNESS - WELLNESS COACH INTERNSHIP PROGRAM PERIOD THREE
224,658
MISSISSIPPI VALLEY STATE UNIVERSITY
14000 HWY 82 WEST
ITTA BENA
,
MS
38941
PC
HEALTH & WELLNESS - UNIVERSITY TOBACCO-FREE POLICY TIER 1
10,000
MOSS POINT ALTERNATIVE LEARNING CENTER
3524 PRENTISS AVENUE
MOSS POINT
,
MS
39563
PC
HEALTH & WELLNESS - SCHOOL GARDEN PROGRAM
15,017
NICHOLSON ELEMENTARY SCHOOL PICAYUNE SCHOOL DISTRICT
1887 HIGHWAY 11
PICAYUNE
,
MS
39466
PC
HEALTH & WELLNESS - SCHOOL GARDEN PROGRAM
18,150
NORTHEAST MISSISSIPPI COMMUNITY COLLEGE
101 CUNNINGHAM BLVD
BOONEVILLE
,
MS
38829
PC
HEALTH & WELLNESS - UNIVERSITY TOBACCO-FREE POLICY TIER 1
10,000
NORTHWEST MISSISSIPPI COMMUNITY COLLEGE
4975 HIGHWAY 51 NORTH
SENATOBIA
,
MS
38668
PC
HEALTH & WELLNESS - HEALTH AND WELLNESS INITIATIVE
206,500
O'BANNON HIGH SCHOOL
2230 GOVERNMENT STREET
GREENVILLE
,
MS
38704
PC
HEALTH & WELLNESS - SCHOOL GARDEN PROGRAM
2,067
OAK GROVE CENTRAL ELEMENTARY SCHOOL
893 OAK GROVE ROAD
HERNANDO
,
MS
38632
PC
HEALTH & WELLNESS - SCHOOL GARDEN PROGRAM
1,400
OCEAN SPRINGS HIGH SCHOOL
2300 GOVERNMENT STREET
OCEAN SPRINGS
,
MS
39564
PC
HEALTH & WELLNESS - HEALTHIEST SCHOOL AWARD
25,000
OLDE TOWN MIDDLE SCHOOL
210 SUNNYBROOK ROAD
RIDGELAND
,
MS
39232
PC
HEALTH & WELLNESS - SCHOOL GARDEN PROGRAM
16,206
PARKS ELEMENTARY SCHOOL
1301 TERACE DRIVE
CLEVELAND
,
MS
38732
PC
HEALTH & WELLNESS - SCHOOL GARDEN PROGRAM
5,000
PEARL RIVER COMMUNITY COLLEGE
101 HIGHWAY 11 NORTH
POPLARVILLE
,
MS
39470
PC
HEALTH & WELLNESS - UNIVERSITY TOBACCO-FREE POLICY TIER 1
10,000
POPLARVILLE LOWER ELEMENTARY SCHOOL
302 SOUTH JULIA STREET
POPLARVILLE
,
MS
39470
PC
HEALTH & WELLNESS - HEALTHIEST SCHOOL AWARD
50,000
PROJECT FIT AMERICA
PO BOX 308
BOYES HOT SPRINGS
,
CA
95416
PC
HEALTH & WELLNESS - P.E. EQUIPMENT FOR P.E. CONFERENCE
67,522
PURVIS UPPER ELEMENTARY SCHOOL
310 MITCHELL AVENUE
PURVIS
,
MS
39475
PC
HEALTH & WELLNESS - SCHOOL GARDEN PROGRAM
4,965
RICHLAND HIGH SCHOOL
1202 HIGHWAY 49
RICHLAND
,
MS
39218
PC
HEALTH & WELLNESS - SCHOOL GARDEN PROGRAM
2,644
ROBERT LEWIS MAGNET SCHOOL
1221 MARTIN LUTHER KING STREET
NATCHEZ
,
MS
39120
PC
HEALTH & WELLNESS - SCHOOL GARDEN PROGRAM
5,011
SOUTH PONTOTOC ELEMENTARY SCHOOL PONTOTOC SCHOOL DISTRICT
321 CYPRESS COVE
ECRU
,
MS
38841
PC
HEALTH & WELLNESS - SCHOOL GARDEN PROGRAM
113,150
SOUTH SUNFLOWER COUNTY HOSPITAL
121 E BAKER STREET
INDIANOLA
,
MS
38751
PC
HEALTH & WELLNESS - INDIANOLA COMMUNITY WELLNESS CENTER
356,000
SOUTHWEST MISSISSIPPI COMMUNITY COLLEGE
1156 COLLEGE DRIVE
SUMMIT
,
MS
39666
PC
HEALTH & WELLNESS - UNIVERSITY TOBACCO-FREE POLICY TIER 1
10,000
STARKVILLE OKTIBBEHA COMMUNITY COLLEGE
401 GREENSBORO STREET
STARKVILLE
,
MS
39759
PC
HEALTH & WELLNESS - SCHOOL HEALTH AND WELLNESS
900,000
STRINGER ATTENDANCE CENTER
122 COUNTY ROAD 17
BAY SPRINGS
,
MS
39481
PC
HEALTH & WELLNESS - SCHOOL GARDEN PROGRAM
11,494
SUMMIT ELEMENTARY SCHOOL MCCOMB SCHOOL DISTRICT
1201 BALDWIN STREET
SUMMIT
,
MS
39666
PC
HEALTH & WELLNESS - SCHOOL GARDEN PROGRAM
5,612
THE UNIVERSITY OF SOUTHERN MISSISSIPPI
118 COLLEGE DRIVE 5071
HATTIESBURG
,
MS
39406
PC
HEALTH & WELLNESS - UNIVERSITY TOBACCO-FREE POLICY TIER 1
10,000
THREE RIVERS ELEMENTARY SCHOOL
13500 THREE RIVERS ROAD
GULFPORT
,
MS
39503
PC
HEALTH & WELLNESS - SCHOOL GARDEN PROGRAM
5,500
TREMONT ATTENDANCE CENTER ITAWAMBA COUNTY SCHOOL DISTRICT
320 SCHOOL LOOP
TREMONT
,
MS
38876
PC
HEALTH & WELLNESS - SCHOOL GARDEN PROGRAM
3,690
WEST POINT CAREER AND TECHNOLOGY CENTER
3414 EAST CHURCH HILL ROAD
WEST POINT
,
MS
39773
PC
HEALTH & WELLNESS - SCHOOL GARDEN PROGRAM
33,169
WEST POINT HIGH SCHOOL
90 SOUTH ESHMAN
WEST POINT
,
MS
39773
PC
HEALTH & WELLNESS - SCHOOL GARDEN PROGRAM
23,500
Total
.................................
3a
3,342,966
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
18,960
4
Dividends and interest from securities
....
14
3,109,175
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
18
2,529,627
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
GRANT RECOVERIES
66,206
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
5,657,762
66,206
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
5,723,968
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
11
RECOVERIES OF AMOUNTS TREATED AS QUALIFYING DISTRIBUTIONS. ALSO SEE PART XI, LINE 4.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description