2024-11-04T10:19:52-06:00 2024-03-31 201941244 HORNE LLP 661 SUNNYBROOK ROAD STE 100 RIDGELAND MS 39157 990 2023-04-01 640845750 COMMUNITY FOUNDATION FOR MISSISSIPPI COMM 6019746044 119 S PRESIDENT STREET 1ST FLOOR JACKSON MS 39201 JANE C ALEXANDER PRESIDENT AND CEO 6019746044 2024-10-31 1 0 AMIE WHITTINGTON DEAN CPA P01082167 6013261000 2024-10-31 2023 2024-10-15 13:58:12Z JANE C ALEXANDER 119 S PRESIDENT STREET 1ST FLOOR JACKSON MS 39201 32782556 0 X WWW.FORMISSISSIPPI.ORG X 1994 MS THE FOUNDATION'S PRIMARY PURPOSE IS TO SERVE THE MISSISSIPPI AREA AS A COMMUNITY FOUNDATION. 19 19 7 39 0 0 10513635 11844511 0 0 2055136 3567580 417444 426637 12986215 15838728 5633540 6490973 0 0 719186 648641 0 0 66742 6035953 8642437 12388679 15782051 597536 56677 79928621 89151374 12375771 16042489 67552850 73108885 WE CONNECT DONORS, COMMUNITIES, AND NON-PROFIT ORGANIZATIONS TO MAKE MEANINGFUL AND LASTING CHANGE FOR MISSISSIPPI, FOR GOOD, FOREVER. 0 0 15523589 6490973 1292250 THE FOUNDATION'S MISSION IS TO PROVIDE PHILANTHROPIC LEADERSHIP BY MEETING THE NEEDS OF THE REGION'S DONORS AND GRANT SEEKERS. IT ENCOURAGES DONATIONS FOR CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES. 15523589 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 102 0 1 7 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 19 19 0 0 1 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MS X X JANE C ALEXANDER PRESIDENT AND CEO 6019746044 119 S PRESIDENT STREET 1ST FLOOR JACKSON MS 39201 COOPER MORRISON BOARD MEMBER 1.00 X 0 0 0 DAVID PHARR BOARD MEMBER 1.00 X 0 0 0 DEBRA MCGEE BOARD MEMBER 1.00 X 0 0 0 DEIDRA S BELL BOARD MEMBER 1.00 X 0 0 0 JOSEPH E VARNER III BOARD MEMBER 1.00 X 0 0 0 JOSEPH MOSS BOARD MEMBER 1.00 X 0 0 0 FELICIA D GAVIN BOARD MEMBER 1.00 X 0 0 0 MACY HART BOARD MEMBER 1.00 X 0 0 0 MARCUS WARD BOARD MEMBER 1.00 X 0 0 0 MARK FIELDS TREASURER 1.00 X 0 0 0 MARK HOSEMANN CHAIR ELECT 1.00 X 0 0 0 RAY HARRIGILL BOARD MEMBER 1.00 X 0 0 0 RAVI RAJU BOARD MEMBER 1.00 X 0 0 0 ROBBIE KEMP BOARD MEMBER 1.00 X 0 0 0 SEETHA SRINIVASAN SECRETARY 1.00 X 0 0 0 LURLENE IRVIN BOARD MEMBER 1.00 X 0 0 0 STEVE ORLANSKY BOARD MEMBER 1.00 X 0 0 0 WARWICK ALLEY BOARD MEMBER 1.00 X 0 0 0 WILL CROSSLEY CHAIRMAN 2.00 X 0 0 0 JANE C ALEXANDER PRESIDENT AND CEO 40.00 X 113963 0 35687 CYNTHIA BUCHANAN VICE PRESIDENT OF OPERATIONS 40.00 X 106662 0 14943 220625 0 50630 2 0 0 0 GREATER WASHINGTON EDUCATIONAL TELECOMMU 3939 CAMPBELL AVENUE ARLINGTON VA 22206 EDUCATIONAL 1196357 URBAN DATA STRATEGIES LLC 707 CROSSBOW COURT CANONSBURG PA 15317 INFORMATION TECHNOLOGY 455711 FAHRENHEIT CREATIVE GROUP LLC 620 N STATE STREET STE 304 JACKSON MS 39202 MARKETING 360098 INSIGHT EDUCATION GROUP INC 2805 DODD ROAD SUITE 200 EGAN MN 55121 EDUCATIONAL 340000 READING & MATH INC DBA AMPACT 1200 WASHINGTON AVE STE 310 MINNEAPOLIS MN 55415 EDUCATIONAL 300000 12 11844511 437327 11844511 2385458 2385458 18125950 16943828 1182122 1182122 1182122 MISCELLANEOUS 900099 316509 316509 ADMIN FEE FOR AGENCY 900099 110128 110128 426637 15838728 1292250 0 2701967 6375723 6375723 115250 115250 220625 181833 16364 22428 303638 242820 41305 19513 15728 12740 1730 1258 69998 56698 7700 5600 38652 31308 4252 3092 81797 4090 77707 224157 224157 27218 22863 2450 1905 11262 9066 1239 957 47120 23560 23560 21861 21861 14471 12156 1302 1013 21746 18267 1957 1522 PROGRAM EXPENSES 8047805 8047805 SOFTWARE HOSTING 54891 46109 4940 3842 DONOR OUTREACH 24519 20596 2207 1716 MEALS & ENTERTAINMENT 17794 14947 1601 1246 47796 41740 3406 2650 15782051 15523589 191720 66742 X 2897569 1097629 12011812 12040038 3916876 3441347 164407 135647 30174 28760 58676393 70187976 2063814 2054361 331983 301263 79928621 89151374 83341 2710 25000 12267430 16039779 12375771 16042489 X 32635480 34735105 34917370 38373780 67552850 73108885 79928621 89151374 56677 5499358 0 X X 0 1 X 1 0 X 7080324 19466022 9472918 10313635 11844511 58177410 7080324 19466022 9472918 10313635 11844511 58177410 19791941 38385469 2025151 2018305 2421927 2331165 2385458 11182006 69359416 0.55340 0.52320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 66 181 2509049 14344181 1708522 4742445 21726475 54759026 1 1 36741061 2619119 6563733 2925501 8195 481268 42508949 38881144 1412066 -1112267 1942298 107264 390320 36741061 39378401 886284 1407143 2296160 76197 418327 38881144 25468266 4182190 12284476 1786338 90500 679693 39378401 26290124 5103799 -3401856 2039637 73832 410332 25468266 0.27700 0.72300 0 0 45479 37981 7498 118928 97666 21262 28760 FUNDS HELD AS AGENCY ENDOWMENTS 15934440 OPERATING LEASE LIABILITIES 105339 16039779 X 21113929 5499358 5499358 15614571 224157 224157 15838728 15557894 0 15557894 224157 224157 15782051 PART V, LINE 4: THE COMMUNITY FOUNDATION HOLDS THESE ENDOWMENTS FOR OUR NON-PROFIT PARTNER ORGANIZATIONS AS STATED IN FOOTNOTES 6 & 7 OF OUR FINANCIALS AS WELL AS FOR THE FOLLOWING PURPOSES AS STATED IN FOOTNOTE 8 OF OUR FINANCIALS: ARTS AND CULTURE, AVIATION EDUCATION, COMMUNITY DEVELOPMENT, DISASTER RELIEF, DISEASE AND DISORDER, EDUCATIONAL PURPOSES, FOOD AND NUTRITION, GENERAL HEALTH, HISTORIC PRESERVATION, HUMAN SERVICES, JOURNALISM, PHILANTHROPY, RELIGION, SPORTS AND LEISURE, RELIGION, AND YOUTH DEVELOPMENT. PART X, LINE 2: THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED MARCH 31, 2024 AND 2023. TAX PERIODS FOR ALL FISCAL YEARS AFTER 2020 REMAIN OPEN TO EXAMINATION BY THE FEDERAL AND STATE TAXING JURISDICTIONS TO WHICH THE FOUNDATION IS SUBJECT TO. 1 AMERICAN HEART ASSOCIATION 4830 MCWILLIE CIRCLE JACKSON MS 39206 135613797 501(C)(3) 12700 0 GENERAL OPER SUPPORT ANIMAL RESCUE FUND OF MISSISSIPPI 395 W MAYES ST JACKSON MS 39206 203311517 501(C)(3) 6700 0 GENERAL OPER SUPPORT ARKANSAS MUSEUM OF FINE ARTS FOUNDATION PO BOX 2137 LITTLE ROCK AR 72203 237337495 501(C)(3) 20000 0 GENERAL OPER SUPPORT BALLET MISSISSIPPI P O BOX 1787 JACKSON MS 39215 640674807 501(C)(3) 12600 0 GENERAL OPER SUPPORT BETH ISRAEL CONGREGATION P O BOX 13249 JACKSON MS 39236 646013141 501(C)(3) 28000 0 GENERAL OPER SUPPORT BIG HOUSE BOOKS PO BOX 55586 JACKSON MS 39292 474076005 501(C)(3) 9000 0 GENERAL OPER SUPPORT CAMPAIGN FOR SOUTHERN EQUALITY PO BOX 364 ASHEVILLE NC 28802 274064401 501(C)(3) 15000 0 GENERAL OPER SUPPORT CANOPY CHILDREN'S SERVICES PO BOX 1078 JACKSON MS 392151078 640303085 501(C)(3) 6000 0 GENERAL OPER SUPPORT CENTER FOR SOCIAL ENTREPRENEURSHIP 1225 ROBINSON STREET JACKSON MS 39203 412228571 501(C)(3) 308300 0 GENERAL OPER SUPPORT CENTRAL HOPE CHURCH 2821 KAVANAUGH BLVD SUITE 3B LITTLE ROCK AR 72205 475569261 501(C)(3) 10000 0 GENERAL OPER SUPPORT CHESHIRE ABBEY 1819 MEADOWBROOK ROAD JACKSON MS 39211 454678119 501(C)(3) 5200 0 GENERAL OPER SUPPORT CHRIST UNITED METHODIST CHURCH OF JACKSON 6000 OLD CANTON ROAD JACKSON MS 39211 640824240 501(C)(3) 37500 0 GENERAL OPER SUPPORT CHURCH OF GOD - A WOLDWIDE ASSOCIATION ORLANDO PO BOX 519 MOUNT DORA FL 32756 474244490 501(C)(3) 10000 0 GENERAL OPER SUPPORT CHURCH TRIUMPHANT GLOBAL 6531 DOGWOOD VIEW PARKWAY JACKSON MS 39213 721364072 501(C)(3) 6000 0 GENERAL OPER SUPPORT CLARKSDALE COLLEGIATE 1012 W 2ND STREET CLARKSDALE MS 38614 814454308 501(C)(3) 75000 0 GENERAL OPER SUPPORT DOWNTOWN JACKSON PARTNERS 210 E CAPITOL STREET SUITE 210 JACKSON MS 39201 640840093 501(C)(3) 20000 0 GENERAL OPER SUPPORT DRESS FOR SUCCESS METRO JACKSON 350 W WOODROW WILSON SUITE 3410 JACKSON MS 39213 134040377 501(C)(3) 7750 0 GENERAL OPER SUPPORT EPISCOPAL DIOCESE OF MISSISSIPPI PO BOX 23107 JACKSON MS 392253107 640303076 501(C)(3) 20000 0 GENERAL OPER SUPPORT EXPLORE MINISTRIES 1901 NAPA VALLEY DRIVE LITTLE ROCK AR 72212 471696560 501(C)(3) 15000 0 GENERAL OPER SUPPORT FIRST PRESBYTERIAN CHURCH OF JACKSON 1390 NORTH STATE STREET JACKSON MS 39202 640334266 501(C)(3) 86000 0 GENERAL OPER SUPPORT FONDREN RENAISSANCE FOUNDATION 4145 OLD CANTON ROAD JACKSON MS 39216 640873626 501(C)(3) 12202 0 GENERAL OPER SUPPORT FOUNDATION FOR PUBLIC BROADCASTING IN GEORGIA INC 260 14TH STREET NW ATLANTA GA 30318 581510475 501(C)(3) 15000 0 GENERAL OPER SUPPORT FRENCH CAMP ACADEMY ONE FINE PLACE FRENCH CAMP MS 397549989 640321520 501(C)(3) 25000 0 GENERAL OPER SUPPORT FRIEND OF PICKENS LIBRARY PO BOX 188 PICKENS MS 39146 461188817 501(C)(3) 10000 0 GENERAL OPER SUPPORT FRIENDS OF CHILDREN'S HOSPITAL 3900 LAKELAND DRIVE SUITE 205 FLOWOOD MS 39232 581921769 501(C)(3) 21500 0 GENERAL OPER SUPPORT FRIENDS OF LEXINGTON PRESERVATION PO BOX 684 LEXINGTON MS 39095 851374226 501(C)(3) 12000 0 GENERAL OPER SUPPORT GALLOWAY MEMORIAL UNITED METHODIST CHURCH 305 NORTH CONGRESS STREET JACKSON MS 39201 640325159 501(C)(3) 8400 0 GENERAL OPER SUPPORT GATEWAY RESCUE MISSION PO BOX 3763 JACKSON MS 392073763 640369382 501(C)(3) 7525 0 GENERAL OPER SUPPORT GEORGIA TECH FOUNDATION 760 SPRING STREET NW SUITE 400 ATLANTA GA 30308 586043294 501(C)(3) 26644 0 GENERAL OPER SUPPORT GOLDRINGWOLDENBERG INSTITUTE OF SOUTHERN JEWISH LIFE (ISJL) PO BOX 16528 JACKSON MS 39236 640762027 501(C)(3) 17340 0 GENERAL OPER SUPPORT GREATER EASTOVER NEIGHBORHOOD FOUNDATION INC P O BOX 12255 JACKSON MS 392362255 270971037 501(C)(3) 8500 0 GENERAL OPER SUPPORT GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION INC 3939 CAMPBELL AVENUE ARLINGTON VA 22206 530242992 501(C)(3) 595000 0 GENERAL OPER SUPPORT GREEN AND HEALTHY HOMES INITIATIVE JACKSON 2714 HUDSON STREET BALTIMORE MD 21224 521786577 501(C)(3) 33000 0 GENERAL OPER SUPPORT GROWING UP KNOWING P O BOX 16123 JACKSON MS 39236 453267178 501(C)(3) 11100 0 GENERAL OPER SUPPORT GUIDE DOGS FOR THE BLIND INC PO BOX 151200 SAN RAFAEL CA 949151200 941196195 501(C)(3) 15500 0 GENERAL OPER SUPPORT GULF COAST EQUALITY COUNCIL PO BOX 1892 GULFPORT MS 39501 824328463 501(C)(3) 7500 0 GENERAL OPER SUPPORT HABITAT FOR HUMANITY MISSISSIPPI CAPITAL AREA PO BOX 55634 JACKSON MS 392965634 640750633 501(C)(3) 99636 0 GENERAL OPER SUPPORT HARVARD UNIVERSITY PO BOX 419209 BOSTON MA 022419209 042103580 501(C)(3) 13751 0 GENERAL OPER SUPPORT HINDS COMMUNITY COLLEGE - EAGLE RIDGE CONFERENCE CENTER P O BOX 1100 RAYMOND MS 39154 646000453 501(C)(3) 15000 0 GENERAL OPER SUPPORT HOPE ENTERPRISE CORPORATION 4 OLD RIVER PLACE SUITE A JACKSON MS 39202 640851798 501(C)(3) 20000 0 GENERAL OPER SUPPORT INTERFAITH COMPASSION MINISTRY 1918 UNIVERSITY AVENUE OXFORD MS 38655 640910696 501(C)(3) 20000 0 GENERAL OPER SUPPORT INTERNATIONAL MUSEUM OF MUSLIM CULTURES 201 EAST PASCAGOULA STREET SUITE 205 JACKSON MS 39201 364495799 501(C)(3) 25000 0 GENERAL OPER SUPPORT JACKSON FREE CLINIC PO BOX 4892 JACKSON MS 392964892 640945749 501(C)(3) 22215 0 GENERAL OPER SUPPORT JACKSON-HINDS LIBRARY SYSTEM - CLINTON 605 E NORTHSIDE DR CLINTON MS 39056 640732222 501(C)(3) 15000 0 GENERAL OPER SUPPORT JACKSON LEADERSHIP FOUNDATION 236 E CAPITOL ST JACKSON MS 39201 823428417 501(C)(3) 13000 0 GENERAL OPER SUPPORT JACKSON PUBLIC SCHOOLS PO BOX 2338 JACKSON MS 392252338 646000505 501(C)(3) 100000 0 GENERAL OPER SUPPORT KANSAS UNIVERSITY ENDOWMENT ASSOCIATION P O BOX 928 LAWRENCE KS 660440928 480547734 501(C)(3) 15000 0 GENERAL OPER SUPPORT KILLEBREW AG FOUNDATION 210 WEST JACKSON STREET RIDGELAND MS 39157 933897905 501(C)(3) 72595 0 GENERAL OPER SUPPORT LEGACY EDUCATION AND COMMUNITY EMPOWERMENT FOUNDATION INC P O BOX 88 FOREST MS 39074 453684196 501(C)(3) 50000 0 GENERAL OPER SUPPORT LENA FOUNDATION 361 CENTENNIAL PARKWAY SUITE 100 LOUISVILLE CO 80027 263784465 501(C)(3) 31250 0 GENERAL OPER SUPPORT LGBTQIA EMERGENCY FUND OF NORTH MISSISSIPPI 303 N MAIN ST WATER VALLEY MS 38965 874656388 501(C)(3) 14438 0 GENERAL OPER SUPPORT MADISON HEIGHTS PRESBYTERIAN CHURCH 415 BOZEMAN RD MADISON MS 39110 205797283 501(C)(3) 6000 0 GENERAL OPER SUPPORT MAGNOLIA SPEECH SCHOOL 414 BOZEMAN ROAD MADISON MS 39110 640435317 501(C)(3) 14500 0 GENERAL OPER SUPPORT MAKE-A-WISH FOUNDATION OF MISSISSIPPI 607 HIGHLAND COLONY PARKWAY SUITE 100 RIDGELAND MS 39157 640730362 501(C)(3) 7500 0 GENERAL OPER SUPPORT MEDIA RESEARCH CENTER 1900 CAMPUS COMMONS DRIVE SUITE 600 RESTON VA 20191 541429009 501(C)(3) 50000 0 GENERAL OPER SUPPORT MERCY FLIGHT SOUTHEAST INC 8864 AIRPORT BOULEVARD LEESBURG FL 34788 592697223 501(C)(3) 31000 0 GENERAL OPER SUPPORT MIDTOWN PARTNERS INC 215 MCTYERE AVE JACKSON MS 39202 640862113 501(C)(3) 7000 0 GENERAL OPER SUPPORT MILLSAPS COLLEGE 1701 NORTH STATE STREET JACKSON MS 39210 640303084 501(C)(3) 17000 0 GENERAL OPER SUPPORT MISSISSIPPI ALLIANCE OF NONPROFITS AND PHILANTHROPY P O BOX 1120 JACKSON MS 39215 582025957 501(C)(3) 8449 0 GENERAL OPER SUPPORT MISSISSIPPI CENTER FOR INVESTIGATIVE REPORTING INC 118 TWIN OAKS DRIVE BRANDON MS 39047 833619348 501(C)(3) 50000 0 GENERAL OPER SUPPORT MISSISSIPPI CENTER FOR PUBLIC POLICY 520 GEORGE STREET JACKSON MS 39202 640797905 501(C)(3) 40000 0 GENERAL OPER SUPPORT MISSISSIPPI CHILDREN'S MUSEUM PO BOX 12870 JACKSON MS 39236 640850010 501(C)(3) 56000 0 GENERAL OPER SUPPORT MISSISSIPPI EARLY LEARNING ALLIANCE PO BOX 16174 JACKSON MS 39236 832740260 501(C)(3) 192050 0 GENERAL OPER SUPPORT MISSISSIPPI FOLK ART FOUNDATION 103 RIVERBEND DRIVE BRANDON MS 39047 463641415 501(C)(3) 17000 0 GENERAL OPER SUPPORT MISSISSIPPI FOOD NETWORK PO BOX 411 JACKSON MS 39205 640676325 501(C)(3) 20775 0 GENERAL OPER SUPPORT MISSISSIPPI HARM REDUCTION INITIATIVE JACKSON RECOVERY HOUSING PO BOX 5132 JACKSON MS 39216 843640997 501(C)(3) 10000 0 GENERAL OPER SUPPORT MISSISSIPPI HUMANITIES COUNCIL 3825 RIDGEWOOD ROAD ROOM 311 JACKSON MS 392116497 640561264 501(C)(3) 5500 0 GENERAL OPER SUPPORT MISSISSIPPI JOURNALISM AND EDUCATION GROUP 125 SOUTH CONGRESS ST 1324A JACKSON MS 39201 851403937 501(C)(3) 290000 0 GENERAL OPER SUPPORT MISSISSIPPI MUSEUM OF ART 380 SOUTH LAMAR STREET JACKSON MS 39201 646025771 501(C)(3) 153150 0 GENERAL OPER SUPPORT MISSISSIPPI OPERA ASSOCIATION PO BOX 1551 JACKSON MS 39215 237113188 501(C)(3) 15400 0 GENERAL OPER SUPPORT MISSISSIPPI PRESS ASSOCIATION EDUCATION FOUNDATION 371 EDGEWOOD TERRACE JACKSON MS 392066217 640731681 501(C)(3) 10000 0 GENERAL OPER SUPPORT MISSISSIPPI READING CLINIC 5535 RIDGEWOOD ROAD JACKSON MS 39211 932130721 501(C)(3) 186155 0 GENERAL OPER SUPPORT MISSISSIPPI SCHOOL FOR THE BLIND 1252 EASTOVER DRIVE JACKSON MS 39211 501(C)(3) 16000 0 GENERAL OPER SUPPORT MISSISSIPPI SPORTS MEDICINE FOUNDATION P O BOX 16870 JACKSON MS 392366870 640869099 501(C)(3) 99750 0 GENERAL OPER SUPPORT MISSISSIPPI SYMPHONY ORCHESTRA PO BOX 2052 JACKSON MS 392252052 640273405 501(C)(3) 396614 0 GENERAL OPER SUPPORT MISSISSIPPI TODAY 750 WOODLANDS PARKWAY SUITE 100 RIDGELAND MS 39157 472158741 501(C)(3) 61000 0 GENERAL OPER SUPPORT MPB FOUNDATION 3825 RIDGEWOOD ROAD JACKSON MS 39211 813063377 501(C)(3) 46050 0 GENERAL OPER SUPPORT MUSEUM OF THE SOUTHERN JEWISH EXPERIENCE PO BOX 15071 NEW ORLEANS LA 70175 823442378 501(C)(3) 6100 0 GENERAL OPER SUPPORT MUSTARD SEED 1085 LUCKNEY ROAD BRANDON MS 39047 640652510 501(C)(3) 6190 0 GENERAL OPER SUPPORT MY BROTHER'S KEEPER INC 407 ORCHARD PARK RIDGELAND MS 39157 640937314 501(C)(3) 15000 0 GENERAL OPER SUPPORT NEW STAGE THEATRE P O BOX 4792 JACKSON MS 39296 640435088 501(C)(3) 20400 0 GENERAL OPER SUPPORT NORTHMINSTER BAPTIST CHURCH 3955 RIDGEWOOD RD JACKSON MS 39211 640443302 501(C)(3) 80000 0 GENERAL OPER SUPPORT NORTH MISSISSIPPI EDUCATION CONSORTIUM 850 INSIGHT PARK AVE SUITE 253C PO BOX 1848 UNIVERSITY MS 38677 640884671 501(C)(3) 22283 0 GENERAL OPER SUPPORT OLE MISS ATHLETICS FOUNDATION CHAMPIONSNOW (FOOTBALL) P O BOX 1519 OXFORD MS 38655 640474850 501(C)(3) 10000 0 GENERAL OPER SUPPORT OPERATION SHOESTRING INC P O BOX 11223 JACKSON MS 392831223 640471554 501(C)(3) 22550 0 GENERAL OPER SUPPORT PARENTS FOR PUBLIC SCHOOLS 4915 I-55 SUITE 203B JACKSON MS 39206 640806908 501(C)(3) 46950 0 GENERAL OPER SUPPORT PLANNED PARENTHOOD FEDERATION OF AMERICA INC 123 WILLIAM ST NEW YORK NY 10038 131644147 501(C)(3) 12500 0 GENERAL OPER SUPPORT PROGRAM BELIEVE PO BOX 644 BILOXI MS 39533 871134200 501(C)(3) 262500 0 GENERAL OPER SUPPORT REDEEMER CHURCH PCA 640 EAST NORTHSIDE DRIVE JACKSON MS 39206 593725650 501(C)(3) 10000 0 GENERAL OPER SUPPORT REFORMED THEOLOGICAL SEMINARY 4268 I-55 NORTH JACKSON MS 39211 640428676 501(C)(3) 8000 0 GENERAL OPER SUPPORT REFORMED UNIVERSITY MINISTRIES P O BOX 890004 CHARLOTTE NC 282890004 581713181 501(C)(3) 10800 0 GENERAL OPER SUPPORT SOARING SOCIETY OF AMERICA INC POBOX 2100 HOBBS NM 882412100 951932120 501(C)(3) 10000 0 GENERAL OPER SUPPORT SOUTHERN METHODIST UNIVERSITY PO BOX 750181 DALLAS TX 75275 750800689 501(C)(3) 17300 0 GENERAL OPER SUPPORT ST ANDREW'S EPISCOPAL CATHEDRAL PO BOX 1366 JACKSON MS 392151366 640323059 501(C)(3) 6600 0 GENERAL OPER SUPPORT ST ANDREW'S EPISCOPAL SCHOOL 370 OLD AGENCY ROAD RIDGELAND MS 39157 640324405 501(C)(3) 14000 0 GENERAL OPER SUPPORT STEWPOT COMMUNITY SERVICES P O BOX 3691 JACKSON MS 39207 640655566 501(C)(3) 162721 0 GENERAL OPER SUPPORT ST JAMES EPISCOPAL CHURCH 3921 OAKRIDGE DRIVE JACKSON MS 39216 640354724 501(C)(3) 32291 0 GENERAL OPER SUPPORT ST PATRICK CATHOLIC CHURCH PO BOX 529 MERIDIAN MS 39302 640324859 501(C)(3) 12845 0 GENERAL OPER SUPPORT THE LEADERSHIP INSTITUTE 1101 NORTH HIGHLAND STREET ARLINGTON VA 22201 510235174 501(C)(3) 10000 0 GENERAL OPER SUPPORT THE REDEEMER'S SCHOOL 640 EAST NORTHSIDE DRIVE JACKSON MS 39206 465743940 501(C)(3) 115000 0 GENERAL OPER SUPPORT THE SALVATION ARMY 1450 RIVERSIDE DRIVE JACKSON MS 39202 630288866 501(C)(3) 7970 0 GENERAL OPER SUPPORT THE SPECTRUM CENTER 210 S 25TH AVENUE HATTIESBURG MS 39402 465720984 501(C)(3) 30492 0 GENERAL OPER SUPPORT UNIVERSITY OF MISSISSIPPI FOUNDATION 406 UNIVERSITY AVENUE OXFORD MS 38655 237310293 501(C)(3) 462000 0 GENERAL OPER SUPPORT UNIVERSITY OF MISSISSIPPI MEDICAL CENTER - CHILDREN'S CANCER CENTER 2500 NORTH STATE STREET JACKSON MS 39216 646008520 501(C)(3) 35500 0 GENERAL OPER SUPPORT UNIVERSITY PRESS OF MISSISSIPPI 3825 RIDGEWOOD ROAD JACKSON MS 39211 640501030 501(C)(3) 648131 0 GENERAL OPER SUPPORT USA INTERNATIONAL BALLET COMPETITION PO BOX 3696 JACKSON MS 392073696 640620289 501(C)(3) 90073 0 GENERAL OPER SUPPORT US WATER ALLIANCE PO BOX 4658 FEDERAL WAY WA 98063 262112661 501(C)(3) 10000 0 GENERAL OPER SUPPORT UTICA CHRISTIAN CHURCH 316 EAST MAIN STREET UTICA MS 39175 640670876 501(C)(3) 6561 0 GENERAL OPER SUPPORT VANDERBILT UNIVERSITY 2301 VANDERBILT PLACE PMB 407727 NASHVILLE TN 372407727 620476822 501(C)(3) 20000 0 GENERAL OPER SUPPORT WOMEN'S FOUNDATION OF MISSISSIPPI INC 2906 NORTH STATE STREET SUITE 302 JACKSON MS 39216 264419982 501(C)(3) 27293 0 GENERAL OPER SUPPORT 110 0 COLLEGE TUITION SCHOLARSHIPS 42 115250 CASH VALUE OF SCHOLARSHIP PAYMENTS SCHOLARSHIPS FOR STUDENTS' COLLEGE TUITION PART I, LINE 2: FOR DONOR ADVISED GRANTS, THE FOUNDATION STAFF PERFORMS DUE DILIGENCE TO CONFIRM TAX-EXEMPT STATUS FOR EACH GRANTEE. EACH GRANTEE RECEIVES A GRANT AWARD LETTER STATING THE SPECIFIC DESIGNATED USE OF THE GRANT. FOR COMPETITIVE GRANTS, GRANTEES ARE REQUIRED TO COMPLETE AN ANNUAL FINAL REPORT THAT INCLUDES, FINDINGS AND OUTCOMES BY THE END OF CFM'S FISCAL YEAR OF THE YEAR THEY WERE AWARDED. GRANTEES UNDERSTAND THAT THEY MAY ALSO BE ASKED TO PROVIDE ADDITIONAL REPORTS, PHOTOS, IMPACT STATEMENTS AND AGREE TO BE OPEN TO REQUESTS FOR INTERVIEWS AND SITE VISITS FROM CFM REPRESENTATIVES. X 9 437327 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: THE INVESTMENT FIRM OF WAVERLY ADVISORS IS USED TO SELL/LIQUIDATE THE GIFTS OF PUBLICLY TRADED STOCK - NO OTHER THIRD PARTY IS USED, AND NO THIRD PARTY HAS EVER BEEN USED TO SOLICIT OR PROCESS NON-CASH DONATIONS. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION'S BYLAWS WERE CHANGED IN ORDER TO CREATE THE POSITION OF CHAIR-ELECT OF THE BOARD OF DIRECTORS AND TO ESTABLISH A SUCCESSION PLAN FOR THE OFFICERS OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 6 THE COMMUNITY FOUNDATION FOR MISSISSIPPI, INC. IS ORGANIZED AND OPERATES EXCLUSIVELY AS A NON-PROFIT, NON-STOCK ISSUING CORPORATION. THE FOUNDATION ISSUES NO SHARES AND NO MEMBER OF THE FOUNDATION RECEIVES ANY SHARES IN THE CORPORATION. THE MEMBERS OF THE CORPORATION ARE THE INDIVIDUALS SERVING AS THE TRUSTEES ON THE BOARD OF TRUSTEES OF THE FOUNDATION. THE MEMBERS OF THE BOARD OF TRUSTEES ARE THE GOVERNING BODY OF THE FOUNDATION. THESE MEMBERS MAY NOT TRANSFER A MEMBERSHIP OR ANY RIGHT CONNECTED TO A MEMBERSHIP. THE FOUNDATION DOES NOT MAKE ANY DISTRIBUTIONS OF DIVIDENDS OR PAYMENTS OF ANY PART OF THE INCOME, PROFITS OR EARNINGS TO ANYONE - INCLUDING THE MEMBERS OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE INDEPENDENT ACCOUNTING FIRM CONTRACTED BY THE FOUNDATION PREPARES THE FORM 990 ONCE THE ANNUAL FINANCIAL STATEMENT AUDIT IS NEARING COMPLETION. THE FIRM PROVIDES A COMPLETED DRAFT OF THE RETURN TO THE FOUNDATION STAFF. THE FOUNDATION STAFF REVIEWS THE FORM FOR ACCURACY, COMPLETENESS AND CLARITY IN REPORTING ALL ASPECTS OF THE FOUNDATION'S OPERATIONS. ANY REVISIONS OR ADJUSTMENTS ARE DISCUSSED AND AGREED UPON WITH THE ACCOUNTING FIRM, AND THEN REVIEWED BY THE PRESIDENT/CEO AND THE FINANCE COMMITTEE OF THE FOUNDATION. ONCE THE ACCOUNTING FIRM, PRESIDENT/CEO, AND THE FINANCE COMMITTEE ARE SATISFIED WITH THE RETURN, A FINAL DRAFT IS PROVIDED TO EACH MEMBER OF THE BOARD OF TRUSTEES FOR THEIR REVIEW. ONCE THIS FINAL DRAFT IS PRESENTED TO THE BOARD OF TRUSTEES, THE RETURN IS FILED WITH IRS BY THE FILING DEADLINE. FORM 990, PART VI, SECTION B, LINE 12C EACH TRUSTEE AND KEY EMPLOYEE IS REQUIRED TO ANNUALLY DISCLOSE IN A WRITTEN AND SIGNED STATEMENT ANY INTERESTS WHICH COULD GIVE RISE TO A CONFLICT. ALL POSSIBLE CONFLICTS AS LISTED IN THESE FILINGS ARE DULY NOTED AND CONSIDERED BY THE FOUNDATION'S PRESIDENT/CEO AND VP OF OPERATIONS DURING THE YEAR AS TOPICS ARISE ON THE AGENDA BEFORE THE BOARD. IN ADDITION, ALL AGENDA TOPICS BEFORE THE BOARD AND BOARD COMMITTEES ARE CONSIDERED IN LIGHT OF ANY POSSIBLE CONFLICTS WITH THE MEMBERS. MEMBERS ARE INSTRUCTED TO NOTIFY THE FOUNDATION'S PRESIDENT/CEO AND/OR VP OF OPERATIONS FOR CHANGES DURING THE YEAR TO THEIR REPORTED POSSIBLE CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE PRESIDENT/CEO POSITION IS DETERMINED ORIGINALLY BY A SEARCH COMMITTEE AND THEN MONITORED BY THE FINANCE COMMITTEE, BOTH OF WHICH ARE APPOINTED BY THE CHAIRMAN AND THE BOARD OF THE FOUNDATION. THESE COMMITTEES ARE COMPOSED OF THE CHAIRMAN, CURRENT BOARD MEMBERS, FORMER BOARD MEMBERS AND COMMUNITY LEADERS EXPERIENCED WITH OTHER NON-PROFIT ORGANIZATIONS IN OUR SERVICE AREA. THE FINANCE COMMITTEE INVESTIGATES THE COMPENSATION OF CEOS OF OTHER LOCAL NON-PROFITS AS WELL AS THE HISTORICAL COMPENSATION PAID FOR THIS POSITION BY THE FOUNDATION. THE COMMITTEE CONSIDERS THIS COMPENSATION SURVEY INFORMATION ALONG WITH THE PREVAILING ECONOMIC CLIMATE AND THE FOUNDATION'S FINANCIAL CONDITION TO DEVELOP THE CEO COMPENSATION PACKAGE. THE COMMITTEE PRESENTS THE COMPENSATION PACKAGE FOR REVIEW AND APPROVAL BY THE EXECUTIVE COMMITTEE OF THE BOARD. THIS ENTIRE PROCESS IS DOCUMENTED IN THE MEETING MINUTES OF THE SEARCH COMMITTEE, THE FINANCE COMMITTEE, THE EXECUTIVE COMMITTEE AND BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE COMMUNITY FOUNDATION FOR MISSISSIPPI PROVIDES PUBLIC ACCESS TO OUR ANNUAL AUDITED FINANCIAL STATEMENTS AND OUR ANNUAL FORM 990 AS FILED WITH THE IRS. THIS INFORMATION IS AVAILABLE TO THE GENERAL PUBLIC ON OUR WEBSITE AT WWW.FORMISSISSIPPI.ORG WE ALSO PROVIDE ELECTRONIC OR PAPER COPIES BY REQUEST AS WELL AS MAKE THESE DOCUMENTS AVAILABLE FOR PUBLIC INSPECTION AT OUR OFFICE. FORM 990, PART X, LINE 12 - INVESTMENTS - OTHER SECURITIES IN DECEMBER 2015, THE FOUNDATION RECEIVED AS A DONATION A LEASEHOLD INTEREST OF 1,858 ACRES OF TIMBER RIGHTS REFERRED TO AS A TIMBER PURCHASE AND CUTTING AGREEMENT (THE "TPC") IN NORTHERN ALABAMA. THE TPC IS A 99 YEAR AGREEMENT THAT PRIMARILY GIVES THE TPC OWNER THE RIGHT TO GROW AND HARVEST TIMBER FOR 87 MORE YEARS ON CERTAIN PROPERTIES IN WHICH THE TIMBER RIGHTS WERE OWNED BY THE DONOR. ADDITIONALLY, THE TPC OWNER ALSO HAS RECREATIONAL RIGHTS FOR THE TERM OF THE AGREEMENT. THERE ARE NO ANNUAL PAYMENTS ASSOCIATED WITH THE TPC AND THE TPC OWNER IS ONLY SUBJECT TO PROPERTY TAXES FOR TIMBER GROWING PURPOSES ($2.50 PER ACRE). THERE IS NO REFORESTATION EXPENSE FOR THE TPC OWNER DURING THE LAST 24 YEARS OF THE AGREEMENT, AS THE OWNERSHIP OF ANY ACREAGE CLEAR- CUT DURING THAT TIME PERIOD WILL REVERT BACK TO THE LANDOWNER. ADDITIONALLY, THERE IS AN OPTION FOR THE LANDOWNER TO BUY OUT THE RIGHTS TO THE TPC FROM THE TPC OWNER AT THE 50 AND 75 YEAR ANNIVERSARIES. ADDITIONALLY, IF THERE IS ANY LAND NEEDED FOR MINERAL USE BY THE LANDOWNER, THE LANDOWNER WOULD HAVE TO PAY THE TPC OWNER THE FAIR MARKET VALUE OF ALL STANDING TIMBER AS WELL AS THE VALUE OF THE LOSS OF FUTURE GROWING RIGHTS FOR THE TERM OF THE USE ON THE PARCELS BEING USED. THE FAIR MARKET VALUE OF THE TPC WAS ORIGINALLY APPRAISED AT $2,300,000 BY AN INDEPENDENT THIRD PARTY APPRAISER. THE TPC WILL BE RE-APPRAISED EVERY 5 YEARS FROM THE DATE OF DONATION. IN YEARS THAT AN APPRAISAL IS NOT OBTAINED, MANAGEMENT ESTIMATES THE CHANGES IN FAIR MARKET VALUE BASED ON CURRENT INVENTORY ESTIMATES AND MARKET PRICES AS RECEIVED FROM THE TIMBER MANAGEMENT COMPANY. ANY CHANGES IN FAIR MARKET VALUE ARE RECORDED AS UNREALIZED GAINS OR LOSSES IN THE CONSOLIDATED STATEMENT OF ACTIVITIES. FORM 990, PART XII, LINE 2C, AUDIT COMMITTEE COMMUNITY FOUNDATION FOR MISSISSIPPI DOES HAVE A FINANCE COMMITTEE. THIS COMMITTEE IS ALWAYS CHAIRED BY A BOARD MEMBER WITH BOARD MEMBERS AND NON-BOARD MEMBER VOLUNTEERS WITH FINANCIAL BACKGROUNDS SERVING ON THE COMMITTEE. THE NUMBER OF MEMBERS ON THE FINANCE COMMITTEE IS DETERMINED EACH YEAR BY THE BOARD CHAIRMAN. THE FINANCE COMMITTEE IS RESPONSIBLE FOR REVIEWING THE ANNUAL AUDIT AND FORM 990 AND RECOMMENDING APPROVAL OR MODIFICATION OF THESE DOCUMENTS TO THE BOARD. THE COMMITTEE ALSO MEETS AT LEAST QUARTERLY TO REVIEW THE MONTHLY IN-HOUSE FINANCIAL STATEMENTS. NO ONE FROM THE FOUNDATION STAFF IS ALLOWED TO SERVE ON THE FINANCE COMMITTEE. AT LEAST ONE MEMBER OF THE FINANCE COMMITTEE IS REQUIRED TO MEET THE STANDARD OF A "FINANCIAL EXPERT" - ONE WHO HAS THE FINANCIAL EDUCATION AND EXPERIENCE NEEDED TO UNDERSTAND, ANALYZE AND REASONABLY ASSESS THE FINANCIAL STATEMENTS AS WELL AS THE COMPETENCY OF THE AUDITING FIRM. THE CHAIRMAN OF THE FINANCE COMMITTEE FOR THE YEAR ENDING 3-31-24 IS MR. MARK FIELDS, RETIRED CPA. DUTIES AND RESPONSIBILITIES OF FINANCE COMMITTEE: * SELECT AN INDEPENDENT AUDITOR. * REVIEW OF ANNUAL AUDITED FINANCIAL STATEMENTS AND FORM 990 FOR RECOMMENDATION OF ACTION TO THE FULL BOARD. * WORK CLOSELY WITH THE AUDITOR TO MONITOR THE FOUNDATION'S FINANCIAL CONDITION. * DISCUSS ANY MANAGEMENT PROBLEMS DISCLOSED BY THE AUDITOR, IF ANY, WITH STAFF AND ENSURE THAT RECOMMENDED CHANGES IN PROCEDURES ARE MADE. * ENSURE THAT THE FOUNDATION HAS AN OPEN DOOR POLICY TOWARD FRAUD. * REVIEW MONTHLY IN-HOUSE FINANCIAL STATEMENTS AND BUDGETS AS PREPARED BY THE FOUNDATION STAFF. * MEET REGULARLY ENOUGH TO FULFILL THE REQUIREMENTS STATED ABOVE. 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