Civic Intelligence

Evelyn K Dowe Charitable Tr 1536-2045000227

EIN 45-6779912 • 501(c)3 • New Orleans, LA

Profile

The purpose of the dowe charitable trust is to provide food and fund the spay neuter program for the humane society of south mississippi.

701 Poydras Street Ste 3100New Orleans, LA 70139-7727
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

2nd percentile

-234%

Higher net margin than 2% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

44th percentile

$21,941

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 32.6% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

16th percentile

-11%

Faster asset growth than 16% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

215%

Faster revenue growth than 96% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$1,474,474

Down $58,098 (-3.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$1,474,474

Down $58,098 (-3.8%) from 2022

Operations
Liabilities / Revenue20th percentileNet Margin2nd percentile

Revenue

Up

$21,394

Up $13,285 (+164%) from 2022

Expenses

Down

$79,964

Down $7,838 (-8.9%) from 2022

Net Income

Up

-$58,570

Up $21,123 (+27%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth16th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2014: $1,475,356Liabilities 2014: $0Net Assets 2014: $1,475,3562014Assets 2015: $1,412,029Liabilities 2015: $0Net Assets 2015: $1,412,0292015Assets 2016: $1,379,542Liabilities 2016: $0Net Assets 2016: $1,379,5422016Assets 2017: $1,425,086Liabilities 2017: $0Net Assets 2017: $1,425,0862017Assets 2018: $1,467,034Liabilities 2018: $0Net Assets 2018: $1,467,0342018Assets 2019: $1,489,050Liabilities 2019: $0Net Assets 2019: $1,489,0502019Assets 2020: $1,535,976Liabilities 2020: $0Net Assets 2020: $1,535,9762020Assets 2021: $1,613,217Liabilities 2021: $0Net Assets 2021: $1,613,2172021Assets 2022: $1,532,572Liabilities 2022: $0Net Assets 2022: $1,532,5722022Assets 2023: $1,474,474Liabilities 2023: $0Net Assets 2023: $1,474,4742023

Highlighted filing

2023

Assets$1,474,474
Liabilities$0
Net Assets$1,474,474
Open 2023 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2014: $87,051Expenses 2014: $106,729Net Income 2014: -$19,6782014Revenue 2015: $39,723Expenses 2015: $103,679Net Income 2015: -$63,9562015Revenue 2016: $63,655Expenses 2016: $95,738Net Income 2016: -$32,0832016Revenue 2017: $65,294Expenses 2017: $19,650Net Income 2017: $45,6442017Revenue 2018: $88,461Expenses 2018: $46,392Net Income 2018: $42,0692018Revenue 2019: $95,991Expenses 2019: $74,262Net Income 2019: $21,7292019Revenue 2020: $120,966Expenses 2020: $75,353Net Income 2020: $45,6132020Revenue 2021: $152,383Expenses 2021: $79,017Net Income 2021: $73,3662021Revenue 2022: $8,109Expenses 2022: $87,802Net Income 2022: -$79,6932022Revenue 2023: $21,394Expenses 2023: $79,964Net Income 2023: -$58,5702023

Highlighted filing

2023

Revenue$21,394
Expenses$79,964
Net Income-$58,570
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$1,474,474
Liabilities
$0
Net assets
$1,474,474
Revenue
$21,394
Expenses
$79,964
Net income
-$58,570
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.47$0.00$1.47$0.02$0.08$0.06
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.53$0.00$1.53$0.01$0.09$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.00$1.61$0.15$0.08$0.07
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.54$0.00$1.54$0.12$0.08$0.05
2019Summary only. Only limited summary data is available for this year.$1.49$0.00$1.49$0.10$0.07$0.02
2018Summary only. Only limited summary data is available for this year.$1.47$0.00$1.47$0.09$0.05$0.04
2017Summary only. Only limited summary data is available for this year.$1.43$0.00$1.43$0.07$0.02$0.05
2016Summary only. Only limited summary data is available for this year.$1.38$0.00$1.38$0.06$0.10$0.03
2015Summary only. Only limited summary data is available for this year.$1.41$0.00$1.41$0.04$0.10$0.06
2014Summary only. Only limited summary data is available for this year.$1.48$0.00$1.48$0.09$0.11$0.02
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 10, 2023
Return Version
2022v5.0
Gross Receipts
$606,477
Mission and Program Overview

Mission

The purpose of the dowe charitable trust is to provide food and fund the spay neuter program for the humane society of south mississippi.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,613,217$1,532,572▼ $80,645
Investments in Publicly Traded Securities$1,554,435$1,474,156▼ $80,279
Savings and Temporary Cash Investments$58,782$58,416▼ $366
Total Assets$1,613,217$1,532,572▼ $80,645
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,613,217$1,532,572▼ $80,645
Total Liabilities and Net Assets / Fund Balance$1,613,217$1,532,572▼ $80,645
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleBaseTotal
Hancock Whitney BankTrustee$23,543$23,543
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$7,542
Other Revenue
$567
Change in Net Assets
$-79,693
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$61,246
Salaries, Compensation, and Employee Benefits$23,543
Other Expenses$3,013
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$61,246--$61,246
Current Officers, Directors, Trustees, and Key Employees-$23,543-$23,543
Fees for Service Investment Mgmnt Fees-$1,748-$1,748
Fees for Services Accounting-$1,000-$1,000
All Other Expenses-$217-$217
Royalties-$48-$48
Total Functional Expenses$61,246$26,556$0$87,802
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Humane Society of South MsGulfport, MS-Society of South Mississippi$61,246
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“Hancock whitney bank as trustee and as governing body adheres to the trust document to fulfill the purpose of the trust. Discussions / actions with the humane society of south ms are documented.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“There are no other committees with authority to act on behalf of hancock whitney bank, the trustee and governing body.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Hancock whitney bank as trustee and as governing body prepares and reviews form 990 annually.”

Form 990, Page 6, Part VI, Line 19

“Upon request hancock whitney bank will make its conflict of interest policy and financial statement available to the public.”

Filing and Contact Details

Filer

Filer Name
Evelyn K Dowe Charitable Tr 1536-2045000227
EIN
45-6779912
Phone
5045867421
Address
701 POYDRAS STREET STE 3100, NEW ORLEANS, LA 70139-7727

Signing Officer

Name
Hancock Whitney Bank Trustee
Title
Trustee
Phone
5045867421
Signed
2023-05-10
Discuss with paid preparer
Yes

Organization Details

Formed
2012
Legal Domicile
Ms
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Kpmg Llp
Address
ONE FINANCIAL PLZ STE 2300, PROVIDENCE, RI 02903-2485
Preparer
Bradley N Sprong
Phone
8662974127
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Timing difference ($193), roc adjustment $535, basis adjustment ($299), wash sale adjustment ($854), and accrued interest ($141)”

Raw XML Appendix363 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE PURPOSE OF THE DOWE CHARITABLE TRUST IS TO PROVIDE FOOD AND FUND THE SPAY NEUTER PROGRAM FOR THE HUMANE SOCIETY OF SOUTH MISSISSIPPI.
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0217
IRS990/AllOtherExpensesGrp/TotalAmt0217
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0HANCOCK WHITNEY BANK TRUST DEPT
IRS990/BooksInCareOfDetail/PhoneNum02288224371
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0ONE HANCOCK PLAZA
IRS990/BooksInCareOfDetail/USAddress/CityNm0GULFPORT
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MS
IRS990/BooksInCareOfDetail/USAddress/ZIPCd039501
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt01613217
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt01532572
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt023543
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt023543
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt061246
IRS990/CYInvestmentIncomeAmt07542
IRS990/CYOtherExpensesAmt03013
IRS990/CYOtherRevenueAmt0567
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-79693
IRS990/CYSalariesCompEmpBnftPaidAmt023543
IRS990/CYTotalExpensesAmt087802
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt08109
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0HUMANE SOCIETY OF SOUTH MISSISSIPPI, 64-6034439. DISTRIBUTIONS MADE TO THE HUMANE SOCIETY FOR FOOD, MEDICATION AND SPAY NEUTER PROGRAM.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt061246
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01000
IRS990/FeesForServicesAccountingGrp/TotalAmt01000
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt01748
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt01748
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0HANCOCK WHITNEY BANK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt023543
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02012
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-30475
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt061246
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt061246
IRS990/GrantsToDomesticOrgsGrp/TotalAmt061246
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0567893
IRS990/GrossReceiptsAmt0606477
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt038017
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt038017
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01554435
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01474156
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MS
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0598368
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0THE PURPOSE OF THE DOWE CHARITABLE TRUST IS TO PROVIDE FOOD AND FUND THE SPAY NEUTER PROGRAM FOR THE HUMANE SOCIETY OF SOUTH MISSISSIPPI.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01613217
IRS990/NetAssetsOrFundBalancesEOYAmt01532572
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-30475
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-30475
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-952
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0HANCOCK WHITNEY BANK TRUST DEPT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt054604
IRS990/PYInvestmentIncomeAmt0151983
IRS990/PYOtherExpensesAmt06543
IRS990/PYOtherRevenueAmt0400
IRS990/PYRevenuesLessExpensesAmt073366
IRS990/PYSalariesCompEmpBnftPaidAmt017870
IRS990/PYTotalExpensesAmt079017
IRS990/PYTotalRevenueAmt0152383
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-79693
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt048
IRS990/RoyaltiesGrp/TotalAmt048
IRS990/RoyaltiesRevenueGrp/ExclusionAmt0567
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0567
IRS990/SavingsAndTempCashInvstGrp/BOYAmt058782
IRS990/SavingsAndTempCashInvstGrp/EOYAmt058416
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt038584
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt054894
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt038584
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt054894
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt038584
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt054894
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt054894
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt061246
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt061246
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt046660
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt061246
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt061246
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt061246
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt061246
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt061246
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt061246
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt01.0
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt061246
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt061246
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE RELATIONSHIP MANAGER ASSIGNED TO THE ACCOUNT REACHES OUT TO THE FI NANCE DIRECTOR OF THE HUMANE SOCIETY OF SOUTH MISSISSIPI APPROXIMATELY ONCE EVERY OTHER WEEK. THE HUMANE SOCIETY'S BUDGET AND NEEDS ARE SPE CIFICALLY DISCUSSED WITH REGARD TO DISTRIBUTIONS APPROXIMATELY TWO MON THS PRIOR TO THE ANNUAL DISTRIBUTION BEING MADE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1INVESTMENT OBJECTIVES AS WELL AS THE TIMING AND MANNER IN WHICH GRANTS ARE MADE ARE SET WITH THE SUPPORTED ORGANIZATION. THESE ITEMS ARE REV IEWED AT LEAST ANNUALLY TO INSURE CONTINUED APPROPRIATENESS TO THE SUP PORTING ORGANIZATION'S NEEDS. IF THE NEEDS CHANGE, THE SUPPORTING ORGA NIZATION WOULD HAVE A SIGNIFICANT VOICE IN SETTING A NEW DISTRIBUTION SCHEDULE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2ALL DISTRIBUTIONS ARE PAID TO THE HUMANE SOCIETY OF SOUTH MISSISSIPPI.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0QUESTION 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1QUESTION 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2QUESTION 8
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt01597661
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt01776539
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt080681
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt045672
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt01516980
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt01730867
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt023965
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt026648
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt01573696
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt01749891
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt055079
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt061246
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt01597661
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt01776539
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt055079
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt061246
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0646034439
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt061246
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HUMANE SOCIETY OF SOUTH M
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt061246
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt061246
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SOCIETY OF SOUTH MISSISSIPPI
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HUMANE SOCIETY OF SOUTH MS
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02615 25TH AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0GULFPORT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MS
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd039501
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL INCOME GENERATED IN THIS CHARITABLE TRUST IS TO BE DISTRIBUTED TO THE HUMANE SOCIETY OF SOUTHERN MISSISSIPPI TO BE USED FOR FOOD, MEDICATION AND SPAY NEUTER PROGRAMS AS INDICATED IN THE TRUST DOCUMENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HANCOCK WHITNEY BANK AS TRUSTEE AND AS GOVERNING BODY ADHERES TO THE TRUST DOCUMENT TO FULFILL THE PURPOSE OF THE TRUST. DISCUSSIONS / ACTIONS WITH THE HUMANE SOCIETY OF SOUTH MS ARE DOCUMENTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO OTHER COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF HANCOCK WHITNEY BANK, THE TRUSTEE AND GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HANCOCK WHITNEY BANK AS TRUSTEE AND AS GOVERNING BODY PREPARES AND REVIEWS FORM 990 ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST HANCOCK WHITNEY BANK WILL MAKE ITS CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENT AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TIMING DIFFERENCE ($193), ROC ADJUSTMENT $535, BASIS ADJUSTMENT ($299), WASH SALE ADJUSTMENT ($854), AND ACCRUED INTEREST ($141)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01613217
IRS990/TotalAssetsEOYAmt01532572
IRS990/TotalAssetsGrp/BOYAmt01613217
IRS990/TotalAssetsGrp/EOYAmt01532572
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt026556
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt061246
IRS990/TotalFunctionalExpensesGrp/TotalAmt087802
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01613217
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01532572
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt061246
IRS990/TotalReportableCompFromOrgAmt023543
IRS990/TotalRevenueGrp/ExclusionAmt038584
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-30475
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt08109
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01613217
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01532572
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0701 POYDRAS STE 3100
IRS990/USAddress/CityNm0NEW ORLEANS
IRS990/USAddress/StateAbbreviationCd0LA
IRS990/USAddress/ZIPCd0701397727
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HANCOCK WHITNEY BANK TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05045867421
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EVELYN K DOWE CHARITABLE TR 1536-2045000227
ReturnHeader/Filer/BusinessNameControlTxt0EVEL
ReturnHeader/Filer/EIN0456779912
ReturnHeader/Filer/PhoneNum05045867421
ReturnHeader/Filer/USAddress/AddressLine1Txt0701 POYDRAS STREET STE 3100
ReturnHeader/Filer/USAddress/CityNm0NEW ORLEANS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd0701397727
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135565207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE FINANCIAL PLZ STE 2300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0029032485
ReturnHeader/PreparerPersonGrp/PhoneNum08662974127
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY N SPRONG
ReturnHeader/ReturnTs02023-05-11T19:00:25-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.