Charles Bennett & Josephine Perkins Memorial Trust, H in Jackson, Mississippi (MS)

Charles Bennett & Josephine Perkins Memorial Trust, H
Employer Identification Number (EIN)	237033288
Name of Organization	Charles Bennett & Josephine Perkins Memorial Trust
Secondary Name	H
In Care of Name	Trust Dept Room 1030
Address	PO BOX 291, Jackson, MS 39205-0291
Activities	Gifts, grants, or loans to other organizations
Subsection	Charitable Organization, Educational Organization, Religious Organization
Ruling Date	10/1969
Deductibility	Contributions are deductible
Foundation	Private non-operating foundation
Organization	Corporation
Exempt Organization Status	Unconditional Exemption
Tax Period	09/2014
Assets	$100,000 to $499,999
Income	$25,000 to $99,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$438,337
Amount of Income	$51,279
Form 990 Revenue Amount	$55,889

Non-representatives - add comments:

Financial snapshot ($)

Revenue for 2014

Expenses for 2014

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2014)
Total revenue	$30,258	$30,258	$0
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$0
Dividends and interest from securities	$19,041
Gross rents	$0
Gross sales price for all assets	$32,238
Gross profit from sales of goods	$0
Other income	$0
Other	$11,217
Total expenses and disbursements	$35,550	$2,299	$0	$33,252
Compensation of officers, directors, trustees, etc.	$0
Pension plans, employee benefits	$0
Legal fees	$0
Accounting fees	$0
Interest	$0
Depreciation	$0
Occupancy	$0
Travel, conferences, and meetings	$0
Printing and publications	$0
Total operating and administrative expenses	$4,550	$2,299		$2,252
Contributions, gifts, grants paid	$31,000
Excess of revenue over expenses and disbursements	$-5,292
Net investment income		$27,959
Adjusted net income			$0

	2012		2013		2014
Balance Sheets
	Book Value	Fair Market Value	Book Value	Fair Market Value	Book Value	Fair Market Value
Total assets	$518,410	$462,750	$443,646	$509,594	$438,337	$522,517
Cash - non-interest-bearing	$7,266		$0		$0
Investments-U.S. and state government obligations	$75,586		$0		$0
Investments-corporate stock	$0		$0		$0
Investments-corporate bonds	$0		$0		$0
Investments-mortgage loans	$0		$0		$0
Investments-other	$435,558		$443,646		$438,337
Other assets	$0		$0		$0
Total liabilities	$1		$0		$0
Total liabilities and net assets/fund balances	$518,410		$443,646		$438,337

	2012	2013	2014
Capital Gains and Losses for Tax on Investment Income
Capital gain net income	$820	$1,667	$11,217
Net capital loss	$0	$0	$0

	2012	2013	2014
Excise Tax Based on Investment Income
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)	No	No	No
Tax based on investment income	$551	$143	$280
Total credits and payments	$174	$0	$0
Any penalty for underpayment of estimated tax	$0	$0	$0
Tax due	$377	$143	$280
Overpayment	$0	$0	$0
Amount to be credited to next year's estimated tax	$0	$0	$0

	2012	2013	2014
Statements Regarding Activities
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?	No	No	No
Has the foundation engaged in any activities that have not previously been reported to the IRS?	No	No	No
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?	No	No	No
Has the foundation filed a tax return on Form 990-T for this year?	No	No	No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?	No	No	No
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?	Yes	Yes	Yes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?	No	No	No
Did any persons become substantial contributors during the tax year?	No	No	No
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?	No	No	No
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?	Yes	Yes	Yes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041	No	No	No

	2012	2013	2014
Statements Regarding Activities for Which Form 4720 May Be Required
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?	No	No	No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?	No	No	No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?	No	No	No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?	No	No	No
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?	No	No	No
Agree to pay money or property to a government official?	No	No	No
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?	No	No	No
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?	No	No	No
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?	No	No	No
Are there any years listed above 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?	No	No	No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?	No	No	No
Did the foundation have excess business holdings in this year 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?	No	No	No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?	No	No	No
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 this year?	No	No	No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?	No	No	No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?	No	No	No
Provide a grant to an individual for travel, study, or other similar purposes?	No	No	No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?	No	No	No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?	No	No	No
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?	No	No	No
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?	No	No	No
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?	No	No	No

	2012	2013	2014
Minimum Investment Return
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes	$478,317	$504,398	$512,838
Net value of noncharitable-use assets	$471,142	$496,832	$505,145
Minimum investment return	$23,557	$24,842	$25,257

	2012	2013	2014
Distributable Amount
Distributable amount	$23,006	$31,199	$24,977

	2012	2013	2014
Undistributed Income
Distributable amount for this year	$23,006	$31,199	$24,977
Undistributed income for this year. This amount must be distributed in the next year	$0	$0	$0

	2014	2013	2012	2011	Total
Private Operating Foundations (for 2011 - 2014)
The lesser of the adjusted net income or the minimum investment return	$0	$0	$0	$0	$0
Qualifying distributions made directly for active conduct of exempt activities	$0	$0	$0	$0	$0
Value of all assets	$0	$0	$0	$0	$0
Value of assets qualifying under section 4942(j)(3)(B)(i)	$0	$0	$0	$0	$0
2/3 of minimum investment return	$0	$0	$0	$0	$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)	$0	$0	$0	$0	$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)	$0	$0	$0	$0	$0
Gross investment income	$0	$0	$0	$0	$0

Supplementary Information (for 2014)
Grants approved for future payment	$0

	Amount	Related or exempt function income
Analysis of Income-Producing Activities (for 2014)
Program service revenue
Fees and contracts from government agencies	$0	$0
Membership dues and assessments	$0	$0
Interest on savings and temporary cash investments	$0	$0
Dividends and interest from securities	$19,041	$0

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2014)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
Cash	No
Other assets	No
Other transactions:
Sales of assets to a noncharitable exempt organization	No
Purchases of assets from a noncharitable exempt organization	No
Rental of facilities, equipment, or other assets	No
Reimbursement arrangements	No
Loans or loan guarantees	No
Performance of services or membership or fundraising solicitations	No
Sharing of facilities, equipment, mailing lists, other assets, or paid employees	No

Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review

Would you recommend Charles Bennett & Josephine Perkins Memorial Trust, H to others? (optional)

Yes

Add photo of Charles Bennett & Josephine Perkins Memorial Trust, H (optional)

About You

Your nickname:
I have read, and agree to the Terms of Service

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

	Log in» \| Register - it's free and very quick!
Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
	Show my IP address (52.15.187.xxx) to everybody
	Leave your signature» Clear Make my signature public

Recently Added Reviews
Most Worshipful Stringer Free And Accepted Masons, Powell Chapel Lodge 339 in Jackson, MS
Reading On Wheels By C R in Jackson, MS
Lizzie's House in Jackson, MS
Rescue Revolution Of Mississippi in Jackson, MS
Tabernacle Of Alpha And Omega Non-Denominational Church, The Tabernacle in Jackson, MS
Phillips Foundation in Columbus, MS
Friends Of Terry in Terry, MS
Wellspring Ministries International in Quitman, MS
Golden Triangle Outdoors in Columbus, MS
North Mississippi Baptist Educational Convention Inc in Hernando, MS

Recently Added Reviews

Most Worshipful Stringer Free And Accepted Masons, Powell Chapel Lodge 339 in Jackson, MS

Reading On Wheels By C R in Jackson, MS

Lizzie's House in Jackson, MS

Rescue Revolution Of Mississippi in Jackson, MS

Tabernacle Of Alpha And Omega Non-Denominational Church, The Tabernacle in Jackson, MS

Phillips Foundation in Columbus, MS

Friends Of Terry in Terry, MS

Wellspring Ministries International in Quitman, MS

Golden Triangle Outdoors in Columbus, MS

North Mississippi Baptist Educational Convention Inc in Hernando, MS

Id	Name	Address	State	Established	Total Income
Other organizations in Mississippi
1	Cgold Ministries Inc	Po Box 8056, Moss Point, MS 39562	MS	2014-04	$0
2	Challenge Country Corporation	382 County Home Rd, Ellisville, MS 39437-8450	MS	2000-05	$164,236
3	Chamber Of Commerce	PO BOX 628, Grenada, MS 38902-0628	MS		$154,926
4	Chamber Of Commerce Of Indianola	PO BOX 151, Indianola, MS 38751-0151	MS	1970-04	$75,981
5	Chamber Of Commerce Of The City Of Ridgeland	PO BOX 194, Ridgeland, MS 39158-0194	MS	1993-10	$218,712
6	Chamber Of Commerce Yazoo County	212 E Broadway St, Yazoo City, MS 39194-4576	MS	1938-06	$59,625
7	Champions For Children	200 Park Circle Dr Suite 3, Flowood, MS 39232	MS	2000-06	$0
8	Chapel Hill Heights Inc	PO BOX 1220, Jackson, MS 39215-1220	MS	1971-06	$671,179
9	Charities For Mississippi Children Inc	6768 Highway 51 N, Horn Lake, MS 38637-1904	MS	1997-07	$387,637
10	Charity Village Communtiy Development Corporation Inc	706 Tarlton Rd, Crawford, MS 39743	MS	2004-02	$121,646
11	Charles Bennett & Josephine Perkins Memorial Trust, H	PO BOX 291, Jackson, MS 39205-0291	MS	1969-10	$51,279
12	Charles L Young Sr Foundation, Charles L Young Sr	PO BOX 2897, Meridian, MS 39302-2897	MS	2002-10	$562,986
13	Charles Preston Winters Foundation	PO BOX 1216, West Point, MS 39773-1216	MS	1998-02	$303,684
14	Charles Smith Jr Ministries Inc	2466 Oglesby Rd, Sturgis, MS 39769-9418	MS	1997-11	$58,131
15	Charleston Arts And Revitalization Effort Inc	PO BOX 423, Charleston, MS 38921-0423	MS	2004-11	$173,729
16	Chemfirst Foundation Inc	PO BOX 1249, Jackson, MS 39215-1249	MS	1975-08	$300,145
17	Chemical Abuse Prevention Services	3207 Magnolia St Ste 309, Pascagoula, MS 39567-4166	MS	1985-05	$45,778
18	Cheryl Lankford Ministries Inc	PO BOX 223, State Line, MS 39362-0223	MS	2006-02	$28,258
19	Cheshire Manor Inc	PO BOX 6684, Gulfport, MS 39506-6684	MS	1992-01	$315,026
20	Cheshire Parents Association	Po Box 7904, Gulfport, MS 39506-1904	MS	2002-02	$0

NonProfitFacts.com is not associated with, endorsed by, or sponsored by Charles Bennett & Josephine Perkins Memorial Trust, H and has no official or unofficial affiliation with Charles Bennett & Josephine Perkins Memorial Trust, H