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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