Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
GRAND LODGE OF MISSISSIPPI FOUNDATI
 
Number and street (or P.O. box number if mail is not delivered to street address)2400 23RD AVENUE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Meridian, MS39301
A Employer identification number

27-4648159
B Telephone number (see instructions)

C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$8,627
J Accounting method:
MODIFIED CASH
(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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 282,224
2 Check bullet.............
3 Interest on savings and temporary cash investments 144,790    
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)...  
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).......      
12 Total. Add lines 1 through 11........ 427,014 0  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 2,882      
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 4,500      
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 3,370      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 10,752 0   0
25 Contributions, gifts, grants paid....... 81,479 0
26 Total expenses and disbursements. Add lines 24 and 25 92,231 0   0
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 334,783
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 844,883 1,388,420  
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,502,398 Click to see attachment4,293,644  
14 Land, buildings, and equipment: basis bullet8,627
Less: accumulated depreciation (attach schedule) bullet   8,627 Click to see attachment8,627 8,627
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,355,908 5,690,691 8,627
Liabilities 17 Accounts payable and accrued expenses..........    
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 bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 22,252  
25 Net assets with donor restrictions............ 5,333,656 5,690,691
Foundations that do not follow FASB ASC 958, check here bullet
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)..... 5,355,908 5,690,691
30 Total liabilities and net assets/fund balances (see instructions). 5,355,908 5,690,691
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
5,355,908
2
Enter amount from Part I, line 27a .....................
2
334,783
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
5,690,691
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,690,691
Form 990-PF (2021)
Form 990-PF (2021)
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.)
1a
b
c
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
b
c
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
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2  
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 ...................
Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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  
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 0
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-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 the instructions
for the 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. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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
 
No
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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMS
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
    Yes
     
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 addressbullet  
    14
    The books are in care ofbulletJARED F STANLEY Telephone no.bullet (601) 482-2914

    Located atbullet2400 23RD AVENUEMeridianMS ZIP+4bullet39301
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    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 bullet
    Part VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    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)? ......................
    1a(5)
     
    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.) ...............
    1a(6)
     
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 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
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    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? .............
    5a(5)
     
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    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?
    7a
     
    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? .........................
    8
     
    No
    Part VII
    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
    HOMER E SULLIVAN MEMBER
    1.00
    0 0 0
    2609 CLAYTON PLACE
    Hattiesburg,MS39402
    MICKY P MCMAHAN MEMBER
    1.00
    0 0 0
    3815 HWY 494
    Little Rock,MS39337
    JERRY L LEWIS MEMBER
    1.00
    0 0 0
    P O BOX 1097
    Iuka,MS38852
    BOBBY R AINSWORTH MEMBER
    1.00
    0 0 0
    78 JORDAN LOOP
    Ellisville,MS39437
    EDWARD W RHODES MEMBER
    1.00
    0 0 0
    411 GUIDE ROAD
    Brandon,MS39042
    JAMES H NORTON MEMBER
    1.00
    0 0 0
    181 CR 522
    Corinth,MS38834
    RANDY W GLOVER MEMBER
    1.00
    0 0 0
    7316 WIND DRIVE
    Olive Branch,MS38654
    JIMMIE L WINDHAM MEMBER
    1.00
    0 0 0
    1 REID ROAD
    Hattiesburg,MS39401
    JARED F STANLEY GRAND SECT
    1.00
    0 0 0
    2400 23RD AVENUE
    Meridian,MS39301
    JILES K GRICE MEMBER
    0.00
    0 0 0
    282 GRICE RD
    Columbia,MS39429
    STEPHEN E YON MEMBER
    0.00
    0 0 0
    14715 JIM BYRD RD
    Biloxi,MS39532
    RHETT J ARMISTEAD MEMBER
    0.00
    0 0 0
    4383 SPRING PLACE DR
    Olive Branch,MS38654
    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
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part VIII-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 EDUCATIONAL SCHOLARSHIP PROGRAMS 27,213
    2 RELIEF AID PROGRAMS 46,616
    3  
    4  
    Part VIII-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.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    1,350,000
    b
    Average of monthly cash balances.......................
    1b
    15,000
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,365,000
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,365,000
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    20,475
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    1,344,525
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    67,226
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    67,226
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
     
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    67,226
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    67,226
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    67,226
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 67,226
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 180,155
    b From 2017...... 150,061
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 330,216
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$  
    a Applied to 2020, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2021 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2021. 67,226 67,226
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 262,990
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    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......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    0
    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) .......
     
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
    112,929
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    150,061
    10 Analysis of line 9:
    a Excess from 2017.... 150,061
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, enter the date of the ruling ....... bullet
    2011-09-16
    b Check box to indicate whether the organization is a private operating foundation described in section or
    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) 2021 (b) 2020 (c) 2019 (d) 2018
    0       0
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....
            0
    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 IX, line 6 for each year listed ..
    44,817       44,817
    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 XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList 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).)
    NA
    bList 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.
    NA
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    DANNY O ALEXANDER
    2400 23RD AVENUE
    Meridian,MS39301
    (601) 482-2914
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATION
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    JARED F STANLEY
    2400 23RD AVENUE
    Meridian,MS39301
    (601) 482-2914
    bThe form in which applications should be submitted and information and materials they should include:
    SUBMISSION
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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)
    aPaid during the year
    JAMES DARBY ROACH
    1446 STARKSVILLE DR
    Hernando,MS38632
    NONE I RELIEF AID 2,000
    DANIEL LEON HELTON
    3814 OLD AVERA RD
    Leakesville,MS39451
    NONE I RELIEF AID 1,000
    JON CARLOS SMITH
    30 LOGARAS CIR
    Purvis,MS39475
    NONE I RELIEF AID 2,000
    HUGH VAINE STATEN
    5726 CRESTWOOD DR
    Horn Lake,MS38637
    NONE I RELIEF AID 2,000
    ROGER CLEMENT SWATZYNA
    726 NORTHWOOD WEST DRIVE
    Hernando,MS38632
    NONE I RELIEF AID 2,000
    CARROLL STUART GREER
    1052 GREER RD
    McComb,MS39648
    NONE I RELIEF AID 1,200
    BILL RALPH CARLISE
    118 WELLINGTON CIR
    Hattiesburg,MS39402
    NONE I RELIEF AID 2,000
    EDWARD LOUIS LUMPKIN
    72 HOBSON ST
    Brooklyn,MS39425
    NONE I RELIEF AID 1,000
    DONALD HOLD ROSS JR
    22 SHADOW RIDGE DR
    Waynesboro,MS39367
    NONE I RELIEF AID 2,000
    CARRIE H TILLMAN
    SIMPSON PARK RD
    Weir,MS39772
    NONE I RELIEF AID 2,000
    TRAVIS BRANTLEY CREEL
    1070 SHUQUALAK RD
    Preston,MS39354
    NONE I RELIEF AID 2,000
    WILLIAM JOHN COOLEY
    115 DYKES RD
    Soso,MS39480
    NONE I RELIEF AID 2,000
    RALPH EDWARD BROWNLEE
    104 OSCAR BROWNLEE RD
    Laurel,MS39443
    NONE I RELIEF AID 2,000
    JOHN ALVIN BURNETT
    PO BOX 452
    Laurel,MS39441
    NONE I RELIEF AID 2,000
    SCOTTY WREN BELL
    1110 TANK ST
    Philadelphia,MS39350
    NONE I RELIEF AID 2,000
    JOEL RANDALE JACKSON
    613 OLD CAMP RD
    Poplarville,MS39470
    NONE I RELIEF AID 2,000
    TY MARCUS RUTLAND
    16 BUFORD GILLS RD
    Richton,MS39476
    NONE I RELIEF AID 1,000
    JOHN TOMMY STWART
    10041 RD 1725
    Philadelphia,MS39350
    NONE I RELIEF AID 2,000
    CHARLES LOWERY SR
    65 CR 87
    Vaiden,MS39176
    NONE I RELIEF AID 580
    PHILIP MARK ROGERS
    9389 COUNTY RD 224
    Water Valley,MS38965
    NONE I RELIEF AID 2,000
    MOSES COOK LODGE NO 111
    23208 RD 266
    Picayune,MS39466
    NONE I RELIEF AID 2,000
    NORMA SUE WHITTLE
    729 PEACH ORCHARD RD
    Senatobia,MS38668
    NONE I RELIEF AID 2,000
    KATRINA TITTLE SIGLER
    641 NORTHWOOD HILLS DR
    Hernando,MS38632
    NONE I RELIEF AID 2,000
    STANLEY COMPTON POWELL III
    5326 HOPEWELL RD
    Little Rock,MS39337
    NONE I RELIEF AID 2,000
    ANTHONY LAYNE LENTZ
    206 HUNTER DR
    Senatobia,MS38668
    NONE I EDUCATIONAL SCHOLARSHIP 6,000
    KAYLA ANN KEMPER
    15 PRIVATE ROAD 3151 APT 1
    Oxford,MS38655
    NONE I EDUCATIONAL SCHOLARSHIP 964
    KENSLEY NOWICKI
    PO BOX 493
    Pontotoc,MS38863
    NONE I EDUCATIONAL SCHOLARSHIP 1,250
    MICHAEL COLBURN
    PO BOX 1013
    Lucedale,MS39452
    NONE I EDUCATIONAL SCHOLARSHIP 3,000
    CAROLINE ELIZABETH PERRY
    23 DEERFIELD ROAD
    Grenada,MS38901
    NONE I EDUCATIONAL SCHOLARSHIP 500
    ANDREA BAILEIGH CLEVELAND
    652 RIDGE RD
    Chunky,MS39323
    NONE I EDUCATIONAL SCHOLARSHIP 500
    JAMI LEIGH RANDALL
    3506 RIDGEWAY LANE
    Toomsuba,MS39364
    NONE I EDUCATIONAL SCHOLARSHIP 500
    KRISTEN MICHELLE WILSON
    PO BOX 429
    Richton,MS39476
    NONE I EDUCATIONAL SCHOLARSHIP 500
    LANDON LEE GAILLARD
    26070 HWY 15
    Tiplersville,MS38674
    NONE I EDUCATIONAL SCHOLARSHIP 500
    KOBY WILLIAM SPAYDE
    4459 WEST GAY ROAD
    Diberville,MS39540
    NONE I EDUCATIONAL SCHOLARSHIP 500
    ANN GRACE CHISHOLM
    824 S NATCHEZ ST
    Kosciusko,MS39090
    NONE I EDUCATIONAL SCHOLARSHIP 500
    BRANDY THOMAS BROOKS
    5561 HWY 15
    Ackerman,MS39735
    NONE I EDUCATIONAL SCHOLARSHIP 500
    SETH PATRICK BUCHANAN
    107 STEVE COVE
    Saltillo,MS38866
    NONE I EDUCATIONAL SCHOLARSHIP 500
    CHLOE RAELIN CLANTON
    841 MCGEHEE RD SE
    Meadville,MS39653
    NONE I EDUCATIONAL SCHOLARSHIP 500
    JACE CHARLES WELBORN
    498 CR 195
    Stringer,MS39481
    NONE I EDUCATIONAL SCHOLARSHIP 500
    BRENNA KATHRYN FELTMAN
    7257 STONE RIDGE DRIVE
    Olive Branch,MS38654
    NONE I EDUCATIONAL SCHOLARSHIP 500
    ALANA RACHEL EDMONDS
    PO BOX 246
    Lake,MS39092
    NONE I EDUCATIONAL SCHOLARSHIP 500
    JACOB BRYANT GRAHAM
    101 DOGWOOD DRIVE
    Forest,MS39074
    NONE I EDUCATIONAL SCHOLARSHIP 500
    PETE MURPHY CHARLTON II
    58 CALHOUN CIRCLE DR
    Laurel,MS39443
    NONE I EDUCATIONAL SCHOLARSHIP 500
    COLLIN HOLIFIELD
    58 CALHOUN CIRCLE DR
    Laurel,MS39443
    NONE I EDUCATIONAL SCHOLARSHIP 500
    KASSIDY CUPIT
    PO BOX 3386
    Brookhaven,MS39603
    NONE I EDUCATIONAL SCHOLARSHIP 500
    LANE CARPENTER
    PO BOX 1093
    Centreville,MS39631
    NONE I EDUCATIONAL SCHOLARSHIP 500
    LILIAN COLLINS
    910 45TH STREET
    Meridian,MS39305
    NONE I EDUCATIONAL SCHOLARSHIP 500
    WILLIAM WILKERSON
    4156 HWY 493
    Bailey,MS39320
    NONE I EDUCATIONAL SCHOLARSHIP 500
    ALEX SHARP
    11200 RD 266
    Philadelphia,MS39350
    NONE I EDUCATIONAL SCHOLARSHIP 500
    ANDREW FERGUSON
    391 NEW HOPE RD
    Winona,MS38967
    NONE I EDUCATIONAL SCHOLARSHIP 500
    MATTHEW RUSHING
    7742 PINEY WOOD CV
    Olive Branch,MS38654
    NONE I EDUCATIONAL SCHOLARSHIP 500
    MALLORY WILLBANKS
    4075 CHALICE DR
    Southaven,MS38672
    NONE I EDUCATIONAL SCHOLARSHIP 500
    ALLY GRESHAM
    638 CARTER FITS
    Ashland,MS38603
    NONE I EDUCATIONAL SCHOLARSHIP 500
    TREY BLACKARD
    34 CR 520
    Corinth,MS38834
    NONE I EDUCATIONAL SCHOLARSHIP 1,000
    BRADEN BREWER
    PO BOX 1411
    Wiggins,MS39577
    NONE I EDUCATIONAL SCHOLARSHIP 500
    CALLIE MARTIN
    165 MAGNOLIA SPRINGS
    Florence,MS39073
    NONE I EDUCATIONAL SCHOLARSHIP 500
    JEREMY RAKESTRAW
    1043 CR 353
    Blue Springs,MS38828
    NONE I EDUCATIONAL SCHOLARSHIP 500
    ASHTON BAKER
    24189 BOBCAT TRAIL
    Saucier,MS39574
    NONE I EDUCATIONAL SCHOLARSHIP 500
    BAILEY SHARBROUGH
    1575 SCARBOROUGH RD
    Harrisville,MS39082
    NONE I EDUCATIONAL SCHOLARSHIP 500
    RAINBOW FOR GIRLS OF MS
    1316 HARDY STREET
    Hattiesburg,MS39402
    NONE I CONTRIBUTION 2,000
    ORDER OF DEMOLAY
    P O BOX 7116
    Jackson,MS39282
        CONTRIBUTION 2,000
    NAT MASONIC CHILD FOUNDATION
    P O BOX 1960
    West Chester,PA19380
        CONTRIBUTION 150
    PALMER HOME FOR CHILDREN
    P O BOX 746
    Columbus,MS39703
        CONTRIBUTION 1,000
    MASONIC SERVICE ASSOC
    813 1ST AVE SE STE 357
    Cedar Rapids,IA52402
        CONTIBUTION 1,500
    GEORGE WASHINGTON MEMORIAL
    101 CALLAHAN DR
    Alexandria,VA22310
        CONTRIBUTION 1,000
    GLOM RELIEF FUND
    2400 23RD AVENUE
    Meridian,MS39301
    UNDER GLOM FOUNDATIO POF RELIEF AID 3,835
    Total .................................bullet 3a 81,479
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........
          144,790  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot 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 ............
             
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   144,790  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    144,790
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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? ...........
    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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 InvestmentsOtherSchedule2
    Name:
    GRAND LODGE OF MISSISSIPPI FOUNDATI
    EIN:
    27-4648159
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    INVESTMENT ACCT   4,293,644 0

    TY 2021 LandEtcSchedule2
    Name:
    GRAND LODGE OF MISSISSIPPI FOUNDATI
    EIN:
    27-4648159
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    EQUIPMENT 8,627 0 8,627 8,627


    TY 2021 OtherExpensesSchedule
    Name:
    GRAND LODGE OF MISSISSIPPI FOUNDATI
    EIN:
    27-4648159
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES INVESTMENTS 2,451 0 0 0
    SECT OF STATE REGISTRATION 52 0 0 0
    BANK CHARGES MAX FLINN SCHAFER 867 0 0 0


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    GRAND LODGE OF MISSISSIPPI FOUNDATI
    EIN:
    27-4648159
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVISORY FEES 4,500 0 0 0