Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 07-01-2024 , and ending 06-30-2025
Name of foundation
ERGON FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 23189
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
JACKSON, MS39215
A Employer identification number

64-0656341
B Telephone number (see instructions)

(601) 524-0348
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$248,705,440J Accounting method:
 
(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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 474,593 474,593  
4 Dividends and interest from securities... 5,248,612 5,248,612  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 8,212,717
b Gross sales price for all assets on line 6a 67,382,111
7 Capital gain net income (from Part IV, line 2)... 8,212,717
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)....... Click to see attachment
List of Attached Documents:
// Content
237,332 237,332  
12 Total. Add lines 1 through 11........ 14,173,254 14,173,254  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
16,017 0   16,017
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
569,212 569,212   0
17 Interest............... 23,057 23,057   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
255,700 46,420   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
137,563 136,836   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,001,549 775,525   16,017
25 Contributions, gifts, grants paid....... 10,827,500 10,827,500
26 Total expenses and disbursements. Add lines 24 and 25 11,829,049 775,525   10,843,517
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,344,205
b Net investment income (if negative, enter -0-) 13,397,729
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 10,643 10,064 10,064
2 Savings and temporary cash investments......... 10,427,676 8,369,838 8,369,838
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 69,615,852 Click to see attachment
List of Attached Documents:
// Content
63,176,958 		63,176,958
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
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 right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 128,286,696 Click to see attachment
List of Attached Documents:
// Content
139,128,212 		177,148,580
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 208,340,867 210,685,072 248,705,440
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 208,340,867 210,685,072
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 208,340,867 210,685,072
30 Total liabilities and net assets/fund balances (see instructions). 208,340,867 210,685,072
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
208,340,867
2
Enter amount from Part I, line 27a .....................
2
2,344,205
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
210,685,072
5
Decreases not included in line 2 (itemize) right arrow
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
210,685,072
Form 990-PF (2024)
Form 990-PF (2024)
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 PUBLICLY TRADED SECURITIES - BANK OF AMERICA      
b PUBLICLY TRADED SECURITIES - RAYMOND JAMES      
c PUBLICLY TRADED SECURITIES - UBS      
d PUBLICLY TRADED SECURITIES - BANK OF AMERICA      
e THE CHILDREN'S INVESTMENT FUND LP - PER K-1 P    
BRIDGEWATER ALL WEATHER II AFS ACCESS FUND LLC - PER K-1 P    
RENAISSANCE RIEF ACCESS LLC P    
BRIDGEWATER ALL WEATHER II AFS ACCESS FUND LLC - PER K-1 P    
THE CHILDREN'S INVESTMENT FUND LP - PER K-1 P    
CAPITAL GAINS DIVIDENDS P    
(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 12,248,535   12,315,970 -67,435
b 7,256,485   7,196,994 59,491
c 27,432,423   24,017,883 3,414,540
d 18,925,385   15,853,410 3,071,975
e       20,550
      106,260
      73,586
      13,472
      995
1,519,283     1,519,283
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       -67,435
b       59,491
c       3,414,540
d       3,071,975
e       20,550
      106,260
      73,586
      13,472
      995
      1,519,283
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 8,212,717
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  
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 right arrow 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) 1 186,228
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........................... 3 186,228
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- ..... 5 186,228
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 220,223
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 220,223
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 33,995
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow33,995 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowMS
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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowN/A
14
The books are in care ofright arrowDAWN WRIGHT Telephone no.right arrow (601) 933-3313

Located atright arrow2829 LAKELAND DRIVEFLOWOODMS ZIP+4right arrow39232
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
TED B EDWARDS PRESIDENT
10.00 		0 0 0
2829 LAKELAND DR
FLOWOOD,MS39232
LESLIE B LAMPTON III VICE- PRESIDENT/DIRECTOR
0.25 		0 0 0
2829 LAKELAND DR
FLOWOOD,MS39232
LEE C LAMPTON VICE- PRESIDENT/DIRECTOR
0.25 		0 0 0
2829 LAKELAND DR
FLOWOOD,MS39232
WILLIAM W LAMPTON VICE- PRESIDENT/DIRECTOR
0.25 		0 0 0
2829 LAKELAND DR
FLOWOOD,MS39232
ROBERT H LAMPTON VICE- PRESIDENT/DIRECTOR
0.25 		0 0 0
2829 LAKELAND DR
FLOWOOD,MS39232
LESLIE B LAMPTON IV DIRECTOR
0.25 		0 0 0
2829 LAKELAND DR
FLOWOOD,MS39232
LEE C LAMPTON JR DIRECTOR
0.25 		0 0 0
2829 LAKELAND DR
FLOWOOD,MS39232
WALTER O LAMPTON DIRECTOR
0.25 		0 0 0
2829 LAKELAND DR
FLOWOOD,MS39232
ANASTASIA L TRIPLETT DIRECTOR
0.25 		0 0 0
2829 LAKELAND DR
FLOWOOD,MS39232
KATHRYN W STONE TREASURER
0.25 		0 0 0
2829 LAKELAND DR
FLOWOOD,MS39232
DAWN WRIGHT SECRETARY
10.00 		0 0 0
2829 LAKELAND DR
FLOWOOD,MS39232
DANIELA LINICK ASSISTANT SECRETARY
10.00 		0 0 0
2829 LAKELAND DR
FLOWOOD,MS39232
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...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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
BANK OF AMERICA NA INVESTMENT MANAGEMENT 296,777
222 2ND AVE S STE 2300
NASHVILLE,TN37201
RAYMOND JAMES INVESTMENT MANAGEMENT 92,734
4266 I-55 NORTH SUITE 200
JACKSON,MS39211
Total number of others receiving over $50,000 for professional services.............right arrow0
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  
2  
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.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
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
166,260,275
b
Average of monthly cash balances.......................
1b
10,820,485
c
Fair market value of all other assets (see instructions)................
1c
63,176,958
d
Total (add lines 1a, b, and c).........................
1d
240,257,718
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
240,257,718
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
3,603,866
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
236,653,852
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
11,832,693
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
11,832,693
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
186,228
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
6,188
c
Add lines 2a and 2b............................
2c
192,416
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
11,640,277
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
11,640,277
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 XII, line 1 ...
7
11,640,277
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
10,843,517
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
10,843,517
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 11,640,277
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 10,804,437
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 10,843,517
a Applied to 2023, but not more than line 2a 10,804,437
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 2024 distributable amount..... 39,080
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(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 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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		11,601,197
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 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).)
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.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow 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
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
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

ABBY'S HOUSE

52 HIGH STREET
WORCESTER,MA01609 		N/A PC GENERAL SUPPORT 25,000

AFRICAN BIBLE COLLEGES

5343 CLINTON BLVD
JACKSON,MS39209 		N/A PC GENERAL SUPPORT 20,000

AMERICAN CANCER SOCIETY INC

P O BOX 4449
BRANDON,MS39047 		N/A PC GENERAL SUPPORT 200,000

AMERICAN HEART ASSOCIATION

4830 MCWILLIE CIRCLE
JACKSON,MS39206 		N/A PC "OPEN YOUR HEART" 100,000

ANDREW JACKSON COUNCIL BOY SCOUTS OF AMERICA

2506 LAKELAND DRIVE SUITE 320
FLOWOOD,MS39232 		N/A PC GENERAL SUPPORT 25,000

ASA NOW

7830 EAST UNIVERSITY DRIVE
MESA,AZ85207 		N/A PC GENERAL SUPPORT 20,000

ASPHALT INSTITUTE FOUNDATION

2696 RESEARCH PARK DRIVE
LEXINGTON,KY405118480 		N/A PC GENERAL SUPPORT 200,000

BAPTIST HEALTH FOUNDATION

1225 NORTH STATE STREET
JACKSON,MS39202 		N/A PC MOBILE CARDIOVASCULAR 200,000

BELHAVEN UNIVERSITY

1500 PEACHTREE ST CAMPUS BOX 163
JACKSON,MS39202 		N/A PC SOFTBALL COMPLEX 100,000

BELHAVEN UNIVERSITY

1500 PEACHTREE ST CAMPUS BOX 163
JACKSON,MS39202 		N/A PC GENERAL SUPPORT 25,000

BOYS & GIRLS CLUBS OF CENTRAL MISSISSIPPI

1450 WEST CAPITOL STREET
JACKSON,MS39203 		N/A PC GENERAL SUPPORT 20,000

BRIDGE BUILDERS LEADERSHIP INITIATIVE

204 COUNTRY PLACE PARKWAY
PEARL,MS39208 		N/A PC GENERAL SUPPORT 20,000

BUT GOD MINISTRIES

118 HOMESTEAD DR SUITE D
MADISON,MS39110 		N/A PC GENERAL SUPPORT 60,000

CANTON ACADEMY

1 NANCY DRIVE
CANTON,MS39046 		N/A PC GENERAL SUPPORT 5,000

CARE CENTER MINISTRIES MISSISSIPPI INC

107 VINEYARD BLVD
BRANDON,MS39047 		N/A PC GENERAL SUPPORT 10,000

CARROLL SAV-A-LIFE CENTER INC THE PREGNANCY RESOURCE CENTER

514 TANNER STREET
CARROLLTON,GA30117 		N/A PC GENERAL SUPPORT 25,000

CASA OF HINDS COUNTY

101 WATER OAK LANE
RIDGELAND,MS39157 		N/A PC GENERAL SUPPORT 25,000

CENTER FOR VIOLENCE PREVENTION

409 ROBERT STREET
PEARL,MS39208 		N/A PC GENERAL SUPPORT 30,000

CENTRAL MISSISSIPPI DOWN SYNDROME SOCIETY

667 HIGHWAY 51 SUITE C
RIDGELAND,MS39157 		N/A PC GENERAL SUPPORT 20,000

CHRIST PRESBYTERIAN ACADEMY

2323A OLD HICKORY BOULEVARD
NASHVILLE,TN37215 		N/A PC GENERAL SUPPORT 35,000

CHRIST PRESBYTERIAN ACADEMY

2323A OLD HICKORY BOULEVARD
NASHVILLE,TN37215 		N/A PC GENERAL SUPPORT 150,000

CHRISTIAN MOTORCYCLISTS ASSOCIATION

4278 HWY 71 SOUTH
MENA,AR71953 		N/A PC GENERAL SUPPORT 10,000

CLEVELAND CLINIC

9500 EUCLID AVENUE
CLEVELAND,OH44195 		N/A PC GENERAL SUPPORT 250,000

CROSSROADS OUTREACH MINISTRIES

2353 HWY 51 NORTH
MADISON,MS39110 		N/A PC GENERAL SUPPORT 15,000

DEER RUN CAMPS AND REREATS

3845 PERKINS ROAD
THOMPSONS STATION,TN37179 		N/A PC GENERAL SUPPORT 25,000

DELTA STREETS ACADEMY

204 E CHURCH ST
GREENWOOD,MS38930 		N/A PC GENERAL SUPPORT 20,000

DELTA STREETS ACADEMY

204 E CHURCH ST
GREENWOOD,MS38930 		N/A PC GENERAL SUPPORT 50,000

DIABETES FOUNDATION OF MISSISSIPPI

715 S PEAR ORCHARD ROAD SUITE 210
RIDGELAND,MS391575225 		N/A PC GENERAL SUPPORT 30,000

DOORS OF HOPE

428 E BELL STREET
MURFREESBORO,TN37130 		N/A PC GENERAL SUPPORT 25,000

EDWARDS STREET FELLOWSHIP CENTER

1919 EDWARDS STREET
HATTIESBURG,MS39401 		N/A PC GENERAL SUPPORT 15,000

EIGHT DAYS OF HOPE

100 PARK GATE EXT 101
TUPELO,MS38801 		N/A PC GENERAL SUPPORT 20,000

EMPOWER MISSISSIPPI

1000 NORTHPARK DRIVE
RIDGELAND,MS39157 		N/A PC GENERAL SUPPORT 50,000

FELLOWSHIP OF CHRISTIAN ATHLETES

323 US-51
RIDGELAND,MS39157 		N/A PC GENERAL SUPPORT 30,000

FIELDHOUSE FOR THE HOMELESS

57152 US HWY 49S
HATTIESBURG,MS39401 		N/A PC GENERAL SUPPORT 10,000

FOODBANK OF SOUTHEAST VIRGINIA

800 TIDEWATER DRIVE
NORFOLK,VA23504 		N/A PC GENERAL SUPPORT 10,000

FRENCH CAMP ACADEMY

1 FINE PLACE
FRENCH CAMP,MS397459700 		N/A PC GENERAL SUPPORT 100,000

FRIENDS OF ALCOHOLICS INC

1298 FOA ROAD
JACKSON,MS39209 		N/A PC GENERAL SUPPORT 25,000

FRIENDS OF CHILDRENS HOSPITAL INC

200 PARK CIRCLE DRIVE SUITE 2A
FLOWOOD,MS39232 		N/A PC EXPANDING CHILD LIFE SERVICES IN NICU 75,000

GATEWAY RESCUE MISSION

328 SOUTH GALLATIN STREET
JACKSON,MS39203 		N/A PC "RESTORE LIFE TO JACKSON" CAMPAIGN 100,000

GATEWAY RESCUE MISSION

328 SOUTH GALLATIN STREET
JACKSON,MS39203 		N/A PC GENERAL SUPPORT 75,000

GATEWAY RESCUE MISSION

328 SOUTH GALLATIN STREET
JACKSON,MS39203 		N/A PC NEW CHAPEL 25,000

GOODWILL INDUSTRIES OF MS INC

104 E STATE STREET
RIDGELAND,MS39157 		N/A PC GENERAL SUPPORT 10,000

GRACE CITY CHURCH INC

225 WEST 5TH STREET
EAST LIVERPOOL,OH43920 		N/A PC THE HOUSE OF GRACE RESOURCE CENTER 15,000

GREAT CITY MS FOUNDATION

1121 N JEFFERSON STREET STE 200
JACKSON,MS39202 		N/A PC GENERAL SUPPORT 250,000

HABITAT FOR HUMANITY MISSISSIPPI CAPITAL AREA

615 STONEWALL STREET
JACKSON,MS39213 		N/A PC GENERAL SUPPORT 25,000

HABITAT FOR HUMANITY MISSISSIPPI CAPITAL AREA

615 STONEWALL STREET
JACKSON,MS39213 		N/A PC WOMEN BUILD PROJECT 25,000

HARTFIELD ACADEMY

1240 LUCKNEY ROAD
FLOWOOD,MS39232 		N/A PC GENERAL SUPPORT 35,000

HEARTS FOR THE HOMELESS

223 CALHOUN DRIVE
MADISON,MS39110 		N/A PC GENERAL SUPPORT 10,000

HOPE HOUSE OF HOSPITALITY

786 E NORTHSIDE DRIVE
JACKSON,MS39206 		N/A PC GENERAL SUPPORT 25,000

JACKSON ACADEMY INC

4908 RIDGEWOOD ROAD
JACKSON,MS39211 		N/A PC CAPITAL CAMPAIGN 300,000

JACKSON ACADEMY INC

4908 RIDGEWOOD ROAD
JACKSON,MS39211 		N/A PC GENERAL SUPPORT 35,000

JACKSON HEART FOUNDATION

970 LAKELAND DRIVE STE 61
JACKSON,MS39216 		N/A PC GENERAL SUPPORT 200,000

JACKSON PREPARATORY SCHOOL FOUNDATION

3100 LAKELAND DRIVE
FLOWOOD,MS39232 		N/A PC CAPITAL CAMPAIGN 300,000

JACKSON PREPARATORY SCHOOL FOUNDATION

3100 LAKELAND DRIVE
FLOWOOD,MS39232 		N/A PC JACKSON PREP ATHLETIC BOOSTER CLUB 150,000

JACKSON PREPARATORY SCHOOL FOUNDATION

3100 LAKELAND DRIVE
FLOWOOD,MS39232 		N/A PC GENERAL SUPPORT 35,000

JACKSON PREPARATORY SCHOOL FOUNDATION

3100 LAKELAND DRIVE
FLOWOOD,MS39232 		N/A PC MEADOWBROOK PRESHCOOL 50,000

JUNIUS WARD JOHNSON MEMORIAL YMCA - VICKSBURG

267 YMCA PLACE
VICKSBURG,MS39183 		N/A PC GENERAL SUPPORT 25,000

LEFLEUR EAST FOUNDATION

P O BOX 12290
JACKSON,MS39236 		N/A PC PARHAM BRIDGES 100,000

LIFELINE CHILDREN'S SERVICES INC

100 MISSIONARY RIDGE
BIRMINGHAM,AL35242 		N/A PC GENERAL SUPPORT 35,000

LITTLE SISTERS OF THE POOR - MOBILE

1655 MCGILL AVENUE
MOBILE,AL366041299 		N/A PC GENERAL SUPPORT 35,000

MADISON RIDGELAND ACADEMY

7601 OLD CANTON ROAD
MADISON,MS391108968 		N/A PC GENERAL SUPPORT 35,000

MAGNOLIA RECOVERY AND WELLNESS FOUNDATION

589 WARRIOR TRAIL
JACKSON,MS39216 		N/A PC GENERAL SUPPORT 25,000

MAGNOLIA SPEECH SCHOOL

414 BOZEMAN ROAD
MADISON,MS39110 		N/A PC BUILDING FUND 100,000

MAGNOLIA SPEECH SCHOOL

414 BOZEMAN ROAD
MADISON,MS39110 		N/A PC BUILDING FUND 250,000

MAGNOLIA SPEECH SCHOOL

414 BOZEMAN ROAD
MADISON,MS39110 		N/A PC GENERAL SUPPORT 20,000

MAKE-A-WISH MISSISSIPPI

607 HIGHLAND COLONY PKWY STE 100
RIDGELAND,MS391576060 		N/A PC GENERAL SUPPORT 25,000

MAKE-A-WISH MISSISSIPPI

607 HIGHLAND COLONY PKWY STE 100
RIDGELAND,MS391576060 		N/A PC GENERAL SUPPORT 15,000

MCCLEAN FLETCHER CENTER

12 NORTHOWN DRIVE
JACKSON,MS39211 		N/A PC GENERAL SUPPORT 20,000

MERCY HOUSE TEEN CHALLENGE

1110 MARY ST
GEORGETOWN,MS39078 		N/A PC GENERAL SUPPORT 25,000

METHODIST CHILDRENS HOME

805 NORTH FLAG CHAPEL RD
JACKSON,MS39209 		N/A PC GENERAL SUPPORT 65,000

MIB FOUNDATION FOR THE BLIND AND VISUALLY IMPAIRED

2501 NORTH WEST STREET
JACKSON,MS39216 		N/A PC GENERAL SUPPORT 25,000

MISSION FIRST

275 ROSENEATH ST
JACKSON,MS39203 		N/A PC GENERAL SUPPORT 38,250

MISSION MISSISSIPPI

236 E CAPITOL STREET STE 435
JACKSON,MS39201 		N/A PC GENERAL SUPPORT 10,000

MISSISSIPPI ASSOCIATION OF COACHES

1201-A CLINTON RAYMOND RD
CLINTON,MS39056 		N/A PC MS EXCELLENCE IN COACHING FELLOWSHIP 25,000

MISSISSIPPI BLOOD SERVICES

115 TREE ST
FLOWOOD,MS39232 		N/A PC DONOR COACH REFURBISH 150,000

MISSISSIPPI CENTER FOR PUBLIC POLICY

520 GEORGE STREET
JACKSON,MS39202 		N/A PC GENERAL SUPPORT 20,000

MISSISSIPPI CHILDREN'S HOME SOCIETY

1465 LAKELAND DRIVE
JACKSON,MS39216 		N/A PC CANOPY CHILDREN'S SOLUTIONS 50,000

MISSISSIPPI CHILDREN'S HOME SOCIETY

1465 LAKELAND DRIVE
JACKSON,MS39216 		N/A PC CANOPY CHILDREN'S SOLUTIONS 125,000

MISSISSIPPI CHILDREN'S HOME SOCIETY

1465 LAKELAND DRIVE
JACKSON,MS39216 		N/A PC CANOPY CHILDREN'S SOLUTIONS 200,000

MISSISSIPPI CHILDREN'S MUSEUM

2145 MUSEUM BLVD
JACKSON,MS39202 		N/A PC GENERAL SUPPORT 200,000

MISSISSIPPI CODING ACADEMIES

121 N STATE ST STE 500
JACKSON,MS39201 		N/A PC GENERAL SUPPORT 25,000

MISSISSIPPI COLLEGE

200 SOUTH CAPITOL STREET
CLINTON,MS39058 		N/A PC GORE ARTS COMPLEX 200,000

MISSISSIPPI MUSEUM OF ART

380 SOUTH LAMAR STREET
JACKSON,MS39201 		N/A PC CENTER FOR CHILDHOOD CREATIVITY EXPANSION BUDGET 150,000

MISSISSIPPI MUSEUM OF ART

380 SOUTH LAMAR STREET
JACKSON,MS39201 		N/A PC GENERAL SUPPORT 20,000

MISSISSIPPI MUSEUM OF NATURAL SCIENCE FOUNDATION

2148 RIVERSIDE DR
JACKSON,MS39202 		N/A PC GENERAL SUPPORT 20,000

MISSISSIPPI STATE UNIVERSITY FOUNDATION INC

600 RUSSELL STREET
STARKVILLE,MS39759 		N/A PC DIVERSITY/STEM 300,000

MISSISSIPPI STATE UNIVERSITY FOUNDATION INC

600 RUSSELL STREET
STARKVILLE,MS39759 		N/A PC MAT & CONST IND CHAIR 50,000

MISSISSIPPI SYMPHONY ORCHESTRA

125 SOUTH CONGRESS STREET STE 100
JACKSON,MS39201 		N/A PC GENERAL SUPPORT 20,000

MISSISSIPPI'S TOUGHEST KIDS FOUNDATION

123 EAST GEORGETOWN STREET
CRYSTAL SPRINGS,MS39059 		N/A PC CAMP KAMASSA 50,000

MOUNT OLIVE MINISTRIES

304 11TH STREET
MT OLIVE,MS39119 		N/A PC GENERAL SUPPORT 5,000

MOUNTAINTRUE

29 NORTH MARKET STREET
ASHEVILLE,NC28801 		N/A PC GENERAL SUPPORT 25,000

MUSTARD SEED

1085 LUCKNEY RD
BRANDON,MS39047 		N/A PC GENERAL SUPPORT 75,000

NATIONAL MS SOCIETY ALABAMA-LOUISIANA-MISSISSIPPI

2200 WOODCREST PLACE SUITE 230
BIRMINGHAM,AL35209 		N/A PC GENERAL SUPPORT 10,000

NEW WAY MISSISSIPPI

916 INGE STREET
JACKSON,MS39203 		N/A PC GENERAL SUPPORT 10,000

OKTIBBEHA EDUCATIONAL FOUNDATION DBA STARKVILLE ACADEMY

505 ACADEMY ROAD
STARKVILLE,MS39759 		N/A PC GENERAL SUPPORT 30,000

OLE MISS ATHLETICS FOUNDATION

P O BOX 1519
OXFORD,MS38655 		N/A PC MBB CULTURE TEAM 25,000

OLE MISS ATHLETICS FOUNDATION

P O BOX 1519
OXFORD,MS38655 		N/A PC WOMEN'S BASKETBALL 5,000

OUTREACHED ARMS

1000 CREEKVIEW CIRCLE SUITE 1312
CRANBERRY TWP,PA16066 		N/A PC GENERAL SUPPORT 15,000

PALMER HOME FOR CHILDREN

800 BALDWIN ROAD S
LAKE CORMORANT,MS38641 		N/A PC GENERAL SUPPORT 50,000

PHILADELPHIA TRANSIT

804 HOLLAND AVENUE
PHILADELPHIA,MS39350 		N/A PC GENERAL SUPPORT 10,000

PINELAKE CHURCH

6071 HIGHWAY 25
BRANDON,MS39047 		N/A PC MATTHEW 25 FUND 50,000

PIONEER MISSIONS GLOBAL - P2-16-1000

2574 CHRISTMASVILLE COVE SUITE H
JACKSON,TN38305 		N/A PC STACY ADAMS CENTER 40,000

REAL CHRISTIAN FOUNDATION INC

115 LINDA JO DRIVE
RICHLAND,MS39218 		N/A PC GENERAL SUPPORT 2,500

REFORMED THEOLOGICAL SEMINARY

4268 I-55
JACKSON,MS39211 		N/A PC GENERAL SUPPORT 20,000

SAINT RICHARD CATHOLIC CHURCH

1242 LYNWOOD DRIVE
JACKSON,MS39206 		N/A PC SCHOOL DESIGNATED 10,000

SAINT RICHARD CATHOLIC CHURCH

1242 LYNWOOD DRIVE
JACKSON,MS39206 		N/A PC GENERAL SUPPORT 10,000

SALVATION ARMY - JACKSON CORPS

110 PRESTO LANE
JACKSON,MS39206 		N/A PC GENERAL SUPPORT 150,000

SALVATION ARMY - VICSKBURG CORPS

530 MISSION 66
VICKSBURG,MS39183 		N/A PC GENERAL SUPPORT 50,000

SAMARITAN'S PURSE

801 BAMBOO ROAD
BOONE,NC28607 		N/A PC GENERAL SUPPORT 100,000

SEAMENS CHURCH INSTITUTE

50 BROADWAY 26 FLOOR
NEW YORK,NY10004 		N/A PC MINISTRY ON THE RIVER 50,000

SHANNON'S HOME OF HOPE

232 LONE CEDAR TRAIL
PELAHATCHIE,MS39145 		N/A PC GENERAL SUPPORT 25,000

SOUTHERN CHRISTIAN SERVICES FOR CHILDREN & YOUTH INC

4735 OLD CANTON ROAD SUITE 111
JACKSON,MS39211 		N/A PC GENERAL SUPPORT 12,500

SOUTHERN CHRISTIAN SERVICES FOR CHILDREN & YOUTH INC

4735 OLD CANTON ROAD SUITE 111
JACKSON,MS39211 		N/A PC GENERAL SUPPORT 25,000

ST DOMINIC HEALTH SERVICES FOUNDATION INC

969 LAKELAND DRIVE
JACKSON,MS39216 		N/A PC EXCELLENCE IN EMERGENCY CARE - DOMINICAN SISTERS 200,000

STEWPOT COMMUNITY SERVICES INC

1100 WEST CAPITOL STREET
JACKSON,MS39203 		N/A PC MATT'S HOUSE SHELTER FOR WOMEN AND CHILDREN 20,000

STEWPOT COMMUNITY SERVICES INC

1100 WEST CAPITOL STREET
JACKSON,MS39203 		N/A PC GENERAL SUPPORT 100,000

STONE STORIES MINISTRIES INC

507 S CHURCH STREET
TUPELO,MS38804 		N/A PC GENERAL SUPPORT 72,750

SUNNYBROOK CHILDREN'S HOME

222 SUNNYBROOK ROAD
RIDGELAND,MS39157 		N/A PC GENERAL SUPPORT 25,000

TENNESSEE CHILDREN'S HOME

103 HUBBLE CIRCLE
SPRING HILL,TN37174 		N/A PC GENERAL SUPPORT 25,000

THE BRIDGES FOUNDATION

1813 NORTH ASH STREET
JENKS,OK74037 		N/A PC GENERAL SUPPORT 25,000

THE CATHEDRAL OF ST PETER THE APOSTLE

123 NORTH WEST STREET
JACKSON,MS39205 		N/A PC GENERAL SUPPORT 10,000

THE CATHEDRAL OF ST PETER THE APOSTLE

123 NORTH WEST STREET
JACKSON,MS39205 		N/A PC GENERAL SUPPORT 100,000

THE CENTER FOR PREGNANCY CHOICES

2685 CRANE RIDGE DRIVE STE B
JACKSON,MS39216 		N/A PC GENERAL SUPPORT 5,000

THE GARDEN CLUB OF JACKSON

133 E NEOMA ROAD
CANTON,MS39046 		N/A PC LEFLEUR'S STATE PARK - MUSEUMS 5,000

THE GOOD SHEPHERD COMMUNITY CENTER

629 CHERRY STREET
VICKSBURG,MS39180 		N/A PC GENERAL SUPPORT 12,500

THE HOME PLACE

1076 HIGHLAND COLONY PKWY STE 150
RIDGELAND,MS39157 		N/A PC GENERAL SUPPORT 10,000

THE LEUKEMIA & LYMPHOMA SOCIETY

3 INTERNATIONAL DRIVE STE 200
RYE BROOK,NY10573 		N/A PC GENERAL SUPPORT 10,000

THE LILY PAD FOUNDATION

111 N WHEATLEY ST
RIDGELAND,MS39157 		N/A PC GENERAL SUPPORT 25,000

THE LITTLE LIGHT HOUSE CENTRAL MS

6000 OLD CANTON ROAD
JACKSON,MS39211 		N/A PC GENERAL SUPPORT 35,000

THE LITTLE LIGHTHOUSE CENTRAL MS

6000 OLD CANTON ROAD
JACKSON,MS39211 		N/A PC GENERAL SUPPORT 50,000

THE LITTLE LIGHTHOUSE CENTRAL MS

6000 OLD CANTON ROAD
JACKSON,MS39211 		N/A PC BUILDING FUND 100,000

THE MCCOY HOUSE EXTENDED CARE FOR WOMEN

438 FERNWOOD DR
JACKSON,MS39206 		N/A PC GENERAL SUPPORT 36,000

THE MCNEILLY CENTER FOR CHILDREN

100 MERIDIAN STREET
NASHVILLE,TN37207 		N/A PC GENERAL SUPPORT 38,000

THE PINEY WOODS SCHOOL

5096 HIGHWAY 49 SOUTH
PINEY WOODS,MS39148 		N/A PC GENERAL SUPPORT 35,000

THE REDEEMER'S SCHOOL

640 EAST NORTHSIDE DRIVE
JACKSON,MS392064941 		N/A PC GENERAL SUPPORT 50,000

THE REDEEMER'S SCHOOL

640 EAST NORTHSIDE DRIVE
JACKSON,MS392064941 		N/A PC GENERAL SUPPORT 50,000

THE REDEEMER'S SCHOOL

640 EAST NORTHSIDE DRIVE
JACKSON,MS392064941 		N/A PC CAPITAL CAMPAIGN 200,000

THE SKILLS FOUNDATION

219 N PRESIDENT ST
JACKSON,MS39201 		N/A PC GENERAL SUPPORT 50,000

THE UNIVERSITY OF TEXAS FOUNDATION

9011 MOUNTAIN RIDGE DR STE 150
AUSTIN,TX78759 		N/A PC MD ANDERSON CANCER RESEARCH 500,000

THE WAY STATION

769 SPRINGFIELD ROAD
COLUMBIANA,OH44408 		N/A PC GENERAL SUPPORT 15,000

THE WILSON RESEARCH FOUNDATION

1350 E WOODROW WILSON
JACKSON,MS392169919 		N/A PC GENERAL SUPPORT 200,000

TOUGALOO COLLEGE

500 WEST COUNTY LINE ROAD
TOUGALOO,MS39174 		N/A PC ROOF REPAIRS - HOLMES HALL 25,000

TOWN OF FLORA

137 KEARNEY PARK RD
FLORA,MS39071 		N/A PC FIRE HOUSE RENOVATIONS 75,000

TOWN OF FLORA

137 KEARNEY PARK RD
FLORA,MS39071 		N/A PC FIRE HOUSE RENOVATIONS 45,000

UNIVERSITY OF MISSISSIPPI FOUNDATION

406 UNIVERSITY AVENUE
OXFORD,MS38665 		N/A PC ENG/COMP - DEI - BUS INNOV/ENTREP 250,000

UNIVERSITY OF MISSISSIPPI FOUNDATION

406 UNIVERSITY AVENUE
OXFORD,MS38665 		N/A PC STEM FUND 100,000

UNIVERSITY OF MISSISSIPPI MEDICAL CENTER

2500 NORTH STATE STREET
JACKSON,MS39216 		N/A PC CANCER CENTER AND RESEARCH INSTITUTE CAPITAL CAMPAIGN FUND 500,000

UNIVERSITY OF MISSISSIPPI MEDICAL CENTER

2500 NORTH STATE STREET
JACKSON,MS39216 		N/A PC CANCER CENTER AND RESEARCH INSTITUTE CAPITAL CAMPAIGN FUND 615,000

UNIVERSITY OF MISSISSIPPI MEDICAL CENTER

406 UNIVERSITY AVENUE
OXFORD,MS38665 		N/A PC MIND CENTER CENTRALIZED MIND & GERIATRIC CLINIC FUND 10,000

WORLD TEAM SPORTS

93 SUMMER ST STE 500
BOSTON,MA02110 		N/A PC FOR FACE OF AMERICA GETTYSBURG 15,000

WRATCHET YALL PRODUCTIONS INC

138 HAWTHORNE VALE
RIDGELAND,MS39157 		N/A PC CLEAN UP JACKSON - CLEAN STREETS AHEAD 25,000

YOUNG LIFE - JACKSON INNER CITY - MS 18

753 MCCLUER ROAD
JACKSON,MS39212 		N/A PC GENERAL SUPPORT 25,000

YOUNG LIFE - JACKSON INNER CITY - MS 18

753 MCCLUER ROAD
JACKSON,MS39212 		N/A PC GENERAL SUPPORT 20,000

YOUNG LIFE - JACKSON INNER CITY - MS 18

753 MCCLUER ROAD
JACKSON,MS39212 		N/A PC GENERAL SUPPORT 25,000

YOUNG LIFE - MS 19 (JACKSON)

PO BOX 16886
JACKSON,MS39236 		N/A PC GENERAL SUPPORT 20,000

YOUNG MENS CHRISTIAN ASSOCIATION JACKSON

690 LIBERTY ROAD
FLOWOOD,MS39232 		N/A PC FLOWOOD YMCA 50,000

YOUNGSTOWN BLUECOATS ORG

2654 NORTH MAIN STREET
HUBBARD,OH44425 		N/A PC GENERAL SUPPORT 15,000

ZACCHAEUS TREE ADOPTION MINISTRY

557 STONE BROOK PLACE
BRANDON,MS39042 		N/A PC GENERAL SUPPORT 10,000
Total .................................right arrow 3a 10,827,500
bApproved for future payment

MISSISSIPPI CODING ACADEMIES
121 N STATE ST STE 500
JACKSON,MS39201 		N/A PC GENERAL SUPPORT 100,000
Total ................................. right arrow 3b 100,000
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		    14 474,593  
4 Dividends and interest from securities .... 900099 15,793 14 5,232,819  
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 ..... 900099 256 14 237,076  
8 Gain or (loss) from sales of assets other than
inventory ............ 		900099 14,467 18 8,198,250  
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) .. 30,516 14,142,738 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
14,173,254
(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 (2024)
Form 990-PF (2024)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
ERGON FOUNDATION INC
EIN:
64-0656341
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING AND TAX PREPARATION FEE 16,017 0   16,017

TY 2024 InvestmentsOtherSchedule2
Name:
ERGON FOUNDATION INC
EIN:
64-0656341
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BANK OF AMERICA - CASH/CURRENCY AT COST 2,797,827 2,797,827
BANK OF AMERICA - EQUITIES AT COST 63,717,329 92,109,609
BANK OF AMERICA - FIXED INCOME AT COST 22,412,909 21,981,669
BANK OF AMERICA - HEDGE FUND - RENAISSANCE RIEF ACCESS LLC AT COST 2,195,527 4,994,431
BANK OF AMERICA - HEDGE FUND - BRIDGEWATER ALL WEATHER II AFS ACCESS FU AT COST 4,160,119 3,792,503
BANK OF AMERICA - TANGIBLE ASSETS - SPDR GOLD TRUST AT COST 675,404 1,123,299
RAYMOND JAMES - CASH / MONEY MARKET AT COST 101,197 101,197
RAYMOND JAMES - CORPORATE BONDS AT COST 1,698,334 1,710,896
RAYMOND JAMES - EXCHANGE TRADED PRODUCTS AT COST 4,770,589 7,025,789
RAYMOND JAMES - GNMA REMIC TRUST AT COST 3,829 3,889
RAYMOND JAMES - MUTUAL FUNDS AT COST 8,401,296 11,296,373
RAYMOND JAMES - US TREASURY SECURITIES AT COST 1,483,325 1,490,770
UBS FINANCIAL SERVICES, INC - CASH AT COST 589,142 589,142
BANK OF AMERICA - HEDGE FUND - THE CHILDREN'S INVESTMENT FUND, LP AT COST 1,065,919 1,605,200
RAYMOND JAMES - GOVERNMENT SPONSORED ENTERPRISE SECURITIES AT COST 450,000 449,928
UBS FINANCIAL SERVICES, INC. - EQUITIES - COMMON STOCK AT COST 24,605,466 26,076,058

TY 2024 OtherExpensesSchedule
Name:
ERGON FOUNDATION INC
EIN:
64-0656341
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
NONDEDUCTIBLE FROM PASSTHROUGH - RENAISSANCE K-1 106 0   0
INVESTMENT EXPENSES 136,836 136,836   0
LATE PAYMENT INTEREST - UNRELATED BUSINESS INCOME TAX 208 0   0
UNDERPAYMENT AND LATE PAYMENT PENALTIES - UNRELATED BUSINESS INCOME TAX 413 0   0


TY 2024 OtherIncomeSchedule2
Name:
ERGON FOUNDATION INC
EIN:
64-0656341
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
RENAISSANCE RIEF ACCESS LLC - PASSTHROUGH - OTHER INCOME 3,777 3,777 3,777
BRIDGEWATER ALL WEATHER ACCESS FUND 223,187 223,187 223,187
THE CHILDREN'S INVESTMENT FUND, LP 10,112 10,112 10,112
THE CHILDREN'S INVESTMENT FUND, LP 256 256 256


TY 2024 OtherProfessionalFeesSchedule
Name:
ERGON FOUNDATION INC
EIN:
64-0656341
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 569,212 569,212   0


TY 2024 OtherReceivablesOfficersSch
Name:
ERGON FOUNDATION INC
EIN:
64-0656341
Travel Advance to Officers:  


Item No. 1
Borrower's Name ERGON INC
Borrower's Title  
Original Amount of Loan 126879431
Balance Due 63176958
Date of Note 2018-10
Maturity Date 2038-10
Repayment Terms 20 EQUAL ANNUAL INSTALLMENTS OF $8,520,407.88
Interest Rate 2.990000000000
Security Provided by Borrower UNSECURED
Purpose of Loan STOCK REDEMPTION-ESTATE ADMINISTRATION EXCEPTION-REG.SEC.53.4941(D)-1(B)(3)
Description of Lender Consideration NOTE RECEIVABLE WAS A BEQUEST FROM ESTATE OF LESLIE B LAMPTON
Consideration FMV 0


TY 2024 TaxesSchedule
Name:
ERGON FOUNDATION INC
EIN:
64-0656341
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 46,420 46,420   0
EXCISE TAX - FORM 990-PF 202,000 0   0
UNRELATED BUSINESS INCOME TAX - FORM 990-T 6,286 0   0
UNRELATED BUSINESS INCOME TAX - MISSISSIPPI 994 0   0