Wirt A Yerger Jr Foundation Inc in Jackson, Mississippi (MS)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Mississippi
Wirt A Yerger Jr Foundation Inc | |
Employer Identification Number (EIN) | 640737082 |
Name of Organization | Wirt A Yerger Jr Foundation Inc |
Address | 129 Woodland Cir, Jackson, MS 39216-4194 |
Subsection | Charitable Organization |
Ruling Date | 05/1987 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Corporation |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2011 |
Assets | $1,000,000 to $4,999,999 |
Income | $1,000,000 to $4,999,999 |
Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
Asset Amount | $3,212,482 |
Amount of Income | $3,612,359 |
Form 990 Revenue Amount | $112,463 |
Non-representatives - add comments:
Revenue for 2011
Expenses for 2011
Assets for 2011
Analysis of Revenue and Expenses (for 2011) | ||||
Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
---|---|---|---|---|
Total revenue | $112,463 | $75,727 | $0 | |
Contributions, gifts, grants, etc., received | $103,406 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $69,088 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $6,639 | |||
Total expenses and disbursements | $237,402 | $31,128 | $0 | $202,535 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $34,867 | $31,128 | $0 | |
Contributions, gifts, grants paid | $202,535 | |||
Excess of revenue over expenses and disbursements | $-124,939 | |||
Net investment income | $44,599 | |||
Adjusted net income | $0 |
Balance Sheets (for 2011) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $3,212,482 | $2,807,116 |
Cash - non-interest-bearing | $1,279,701 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $1,858,945 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $73,836 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $3,212,482 |
Capital Gains and Losses for Tax on Investment Income (for 2011) | |
Capital gain net income | $0 |
Net capital loss | $-66,670 |
Excise Tax Based on Investment Income (for 2011) | |
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
Tax based on investment income | $446 |
Total credits and payments | $1,724 |
2011 estimated tax payments and 2010 overpayment credited to 2011 | $1,724 |
Exempt foreign organizations-tax withheld at source | $0 |
Tax paid with application for extension of time to file (Form 8868) | $0 |
Backup withholding erroneously withheld | $0 |
Any penalty for underpayment of estimated tax | $0 |
Overpayment | $1,278 |
Amount to be credited to 2012 estimated tax | $450 |
Statements Regarding Activities (for 2011) | |
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 |
Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
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 2011 or the taxable year beginning in 2011? | No |
Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
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 |
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | 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 |
Agree to pay money or property to a government official? | No |
At the end of tax year 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | No |
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | 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 |
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
Provide a grant to an individual for travel, study, or other similar purposes? | 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 |
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
Minimum Investment Return (for 2011) | |
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $3,375,689 |
Net value of noncharitable-use assets | $3,325,060 |
Minimum investment return | $166,253 |
Distributable Amount (for 2011) | |
Distributable amount | $165,807 |
Undistributed Income (for 2011) | |
Distributable amount for 2011 | $165,807 |
Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
Private Operating Foundations (for 2011) | |||||
2011 | 2010 | 2009 | 2008 | Total | |
---|---|---|---|---|---|
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 |
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Other organizations in Mississippi | |||||
Id | Name | Address | State | Established | Total Income |
---|---|---|---|---|---|
1 | William O Spencer Charitable Trust | PO BOX 631, Columbus, MS 39703-0631 | MS | 1987-08 | $94,599 |
2 | William R Terry Charitable Trust | PO BOX 23100, Jackson, MS 39225-3100 | MS | 1997-02 | $84,520 |
3 | William Robert Baird Charitable Tr Citizens Natl Bank Ttee | PO BOX 911, Meridian, MS 39302-0911 | MS | 1979-08 | $989,730 |
4 | William T Childs Iii Charitabletrust Uw Dated 10 28 2004, Bancorpsouth Bank Ttee | PO BOX 789, Tupelo, MS 38802-0789 | MS | 2007-04 | $763,103 |
5 | William T Wynn Memorial Trust | PO BOX 23100, Jackson, MS 39225-3100 | MS | 1980-10 | $339,523 |
6 | William Trimble Green Charitable Tr, Green William Trimble Ttee | PO BOX 2097, Laurel, MS 39442-2097 | MS | 1993-10 | $49,026 |
7 | Willow Grove Water Association Inc | PO BOX 461, Collins, MS 39428-0461 | MS | 1990-10 | $287,295 |
8 | Wilson Research Foundation | 1350 E Woodrow Wilson Ave, Jackson, MS 39216-5112 | MS | 2014-12 | $2,146,843 |
9 | Winona Christian School Inc | 1014 S Applegate St, Winona, MS 38967-9303 | MS | 2000-09 | $1,212,405 |
10 | Winston County Medical Foundation, Dba Winston Medical Center | 923 South Churcll Ave, Louisville, MS 39339 | MS | 1965-06 | $21,580,472 |
11 | Wirt A Yerger Jr Foundation Inc | 129 Woodland Cir, Jackson, MS 39216-4194 | MS | 1987-05 | $3,612,359 |
12 | Wister & Frances C Henry Trust | 1440 State Highway 7, Belzoni, MS 39038-3942 | MS | 1977-11 | $141,784 |
13 | Wolf River Conservation Society Inc | PO BOX 447, Pass Chris, MS 39571-0447 | MS | 1999-01 | $21,875 |
14 | Women First Resource Center | 215 N Gloster Ste D, Tupelo, MS 38804-3621 | MS | 2003-06 | $62,893 |
15 | Women Of Hope International | PO BOX 2072, Olive Branch, MS 38654-2209 | MS | 2010-02 | $400,346 |
16 | Wood College | PO BOX 7120, Tupelo, MS 38802-7120 | MS | 1978-01 | $7,350 |
17 | Woodmen Of The World Omaha Woodmen Life Insurance Society | 250 Road 1145, Tupelo, MS 38804 | MS | 1941-12 | $35,235 |
18 | Woods Wheels Water Outdoors | 241 Shorter Rd, Braxton, MS 39044-4436 | MS | 2006-12 | $32,423 |
19 | Woodville Wilkinson County Main Street Association Inc | PO BOX 1546, Woodville, MS 39669-1546 | MS | 2003-08 | $146,601 |
20 | Word Of Faith Christian Foundation | 2111 Country Club Rd, Hattiesburg, MS 39401-8880 | MS | 2007-08 | $210,393 |
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