Civic Intelligence

The Bower Foundation

990PF • Fiscal year 2025 • EIN 64-0540635

Jan 01, 2025 to Dec 31, 2025

Organization Profile

View Organization Page

578 Highland Colony Parkway Ste 120Ridgeland, MS 39157

(601) 607-3163

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2025

Top Officer Pay

Score unavailable

$229,837

The peer cohort stayed too small after all score fallbacks.

Source year 2025

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2011: $77,780,069Liabilities 2011: $5,523,9482011Assets 2012: $83,182,446Liabilities 2012: $4,924,2852012Assets 2013: $94,620,475Liabilities 2013: $5,894,7872013Assets 2014: $95,452,181Liabilities 2014: $7,039,8452014Assets 2015: $88,528,850Liabilities 2015: $9,846,5312015Assets 2019: $103,121,587Liabilities 2019: $5,277,4092019Assets 2020: $112,101,954Liabilities 2020: $4,065,529Net Assets 2020: $108,036,4252020Assets 2021: $125,695,872Liabilities 2021: $3,218,159Net Assets 2021: $122,477,7132021Assets 2022: $100,365,590Liabilities 2022: $3,482,314Net Assets 2022: $96,883,2762022Assets 2023: $113,197,337Liabilities 2023: $4,456,739Net Assets 2023: $108,740,5982023Assets 2024: $119,672,416Liabilities 2024: $3,623,120Net Assets 2024: $116,049,2962024

Latest loaded filing

2024

Assets$119,672,416
Liabilities$3,623,120
Net Assets$116,049,296
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2011: $3,666,145Expenses 2011: $5,016,488Net Income 2011: -$1,350,3432011Revenue 2012: $3,335,369Expenses 2012: $3,723,386Net Income 2012: -$388,0172012Revenue 2013: $7,717,602Expenses 2013: $5,390,190Net Income 2013: $2,327,4122013Revenue 2014: $5,883,503Expenses 2014: $5,498,485Net Income 2014: $385,0182014Revenue 2015: $7,291,075Expenses 2015: $8,102,762Net Income 2015: -$811,6872015Revenue 2019: $6,494,269Expenses 2019: $1,608,061Net Income 2019: $4,886,2082019Revenue 2020: $4,864,407Expenses 2020: $3,661,648Net Income 2020: $1,202,7592020Revenue 2021: $14,332,617Expenses 2021: $4,478,663Net Income 2021: $9,853,9542021Revenue 2022: $5,941,153Expenses 2022: $5,173,857Net Income 2022: $767,2962022Revenue 2023: $2,618,167Expenses 2023: $6,747,013Net Income 2023: -$4,128,8462023Revenue 2024: $8,613,557Expenses 2024: $4,780,890Net Income 2024: $3,832,6672024

Latest loaded filing

2024

Revenue$8,613,557
Expenses$4,780,890
Net Income$3,832,667
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 25, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE TRAVISCEO/Bd PresiPT$204,180$25,657$229,837
TERESA LINDSEYCFOFT$145,049$23,825$168,874
CHERYL LEE SYKESDirector-$24,820-$24,820
RALPH DIDLAKE MDDirector-$20,460-$20,460
WALTER NEELY PHDDirector-$19,240-$19,240
WILLIAM S PAINTERDirector-$18,120-$18,120
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-FUNDING GRANT 2024-2026-RIDGELAND, MS, US$902,195
Paid Grant-BIRTH CONTROL EDUCAT & ENGAGEMENT-RIDGELAND, MS, US$500,000
Paid Grant-ENHANCE ACCESS TO AUTISM DISORDER EV-UNIVERSITY, MS, US$449,947
Paid Grant-ACCEL MASTER OF SCIENCE-NURSING-STARKVILLE, MS, US$345,000
Paid Grant-ACCEL BACHELOR OF SCIENCE IN NURSING-HATTIESBURG, MS, US$339,000
Paid Grant-MODERNIZING HEALTHCARE TRAINING-WESSON, MS, US$315,880
Paid Grant-MS STUDENT NURSE MENTORSHIP-MADISON, MS, US$312,836
Paid Grant-EXPENSES RELATED TO DIRECT GRANTS-JACKSON, MS, US$311,448
Paid Grant-MUW NURSE SCHOLARSHIPS-COLUMBUS, MS, US$250,000
Paid Grant-TRNSF SCHLRSHIPS NURSING STUDENTS-DS-JACKSON, MS, US$232,000
Paid Grant-HEALTHCARE ACADEMY EQUIP & APPRENTIC-GAUTIER, MS, US$216,000
Paid Grant-USM PATHWAYS TO BSW 2.0-HATTIESBURG, MS, US$139,243
Paid Grant-NEW TECHNICAL & HEALTHCARE WORKFORCE-PERKINSTON, MS, US$101,000
Paid Grant-SUPPT COMMUNICATIONS & DEVELOP DIR-MADISON, MS, US$100,000
Paid Grant-MOVE TO LEARN 2025-2026-JACKSON, MS, US$97,500
Paid Grant-ADVANCING MS HEALTHCARE WORKFORCE 3.-SENATOBIA, MS, US$58,800
Paid Grant-MEMBERSHIP FOR HEALTHCARE SCHOLARS-JACKSON, MS, US$51,500
Paid Grant-ADVANCING MS HEALTHCARE WORKFORCE 3.-FULTON, MS, US$48,000
Paid Grant-ACADEMY WEBSITE DESIGN & DEPLOYMENT-GAUTIER, MS, US$43,320
Paid Grant-ADVANCING MS HEALTHCARE WORKFORCE 3.-GOODMAN, MS, US$40,000
Paid Grant-ADVANCING MS HEALTHCARE WORKFORCE 3.-SCOOBA, MS, US$34,000
Paid Grant-ADVANCING MS HEALTHCARE WORKFORCE 3.-ELLISVILLE, MS, US$28,800
Paid Grant-HEALTH COVERAGE FELLOWSHIP 2025-BOSTON, MA, US$25,000
Paid Grant-ADVANCING MS HEALTHCARE WORKFORCE 3.-MERIDIAN, MS, US$21,600
Paid Grant-ADVANCING MS HEALTHCARE WORKFORCE 3.-BOONEVILLE, MS, US$21,600
Paid Grant-SUSTAINING BABY FRIENDLY INIT-V 2-BOSTON, MA, US$20,000
Paid Grant-ADVANCING MS HEALTHCARE WORKFORCE 3.-WESSON, MS, US$20,000
Paid Grant-ADVANCING MS HEALTHCARE WORKFORCE 3.-CLARKSDALE, MS, US$18,000
Paid Grant-OPERATING BUDGET-RIDGELAND, MS, US$15,567
Paid Grant-ADVANCING MS HEALTHCARE WORKFORCE 3.-POPLARVILLE, MS, US$12,000
Paid Grant-ADVANCING MS HEALTHCARE WORKFORCE-DECATUR, MS, US$11,000
Paid Grant-3D HUMAN ANATOMY TECHNOLOGY-ELLISVILLE, MS, US$10,000
Paid Grant-ADVANCING MS HEALTHCARE WORKFORCE 3.-DECATUR, MS, US$10,000
Paid Grant-ADVANCING MS HEALTHCARE WORKFORCE 3.-RAYMOND, MS, US$10,000
Paid Grant-NURSING GRADUATE STUDENT SCHOLARSHIP-STARKVILLE, MS, US$6,000
Paid Grant-ACCEL BACHELOR OF SCIENCE FELLOWSHIP-HATTIESBURG, MS, US$6,000
Paid Grant-CULINARY MEDICINE TEACHING KITCHEN-JACKSON, MS, US$5,000
Paid Grant-ELEMENTARY ED DEGREE WITH HLTH ENDOR-JACKSON, MS, US$4,900
Paid Grant-BLDG STRONG FUTURE FOR NURSING IN MS-JACKSON, MS, US$1,000
Paid Grant-ADVANCING MS HEALTHCARE WORKFORCE-LORMAN, MS, US$1,000
Paid Grant-ADVANCING MS HEALTHCARE WORKFORCE-CLARKSDALE, MS, US$1,000
Paid Grant-ADVANCING MS HEALTHCARE WORKFORCE-WESSON, MS, US$1,000
Paid Grant-ADVANCING MS HEALTHCARE WORKFORCE-CLEVELAND, MS, US$1,000
Paid Grant-ADVANCING MS HEALTHCARE WORKFORCE-SCOOBA, MS, US$1,000
Paid Grant-ADVANCING MS HEALTHCARE WORKFORCE-RAYMOND, MS, US$1,000
Paid Grant-ADVANCING MS HEALTHCARE WORKFORCE-GOODMAN, MS, US$1,000
Paid Grant-ADVANCING MS HEALTHCARE WORKFORCE-FULTON, MS, US$1,000
Paid Grant-ADVANCING MS HEALTHCARE WORKFORCE-ELLISVILLE, MS, US$1,000
Paid Grant-ADVANCING MS HEALTHCARE WORKFORCE-MERIDIAN, MS, US$1,000
Paid Grant-ADVANCING MS HEALTHCARE WORKFORCE-SENATOBIA, MS, US$1,000
Paid Grant-ADVANCING MS HEALTHCARE WORKFORCE-POPLARVILLE, MS, US$1,000
Filing and Contact Details

Filer

Filer Name
The Bower Foundation
EIN
64-0540635
Phone
6016073163
Address
578 HIGHLAND COLONY PARKWAY STE 120, RIDGELAND, MS 39157

Signing Officer

Name
Anne Travis
Title
CEO/bd President
Phone
6016073163
Signed
2026-03-25
Discuss with paid preparer
Yes

Preparer

Firm
Summers Green & Leroux Llp
Address
625 HIGHLAND COLONY PKWY STE 104, RIDGELAND, MS 39157-8837
Preparer
Donald F Summers
Phone
6019820825
Raw XML AppendixShowing 400 of 1,035 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.

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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0COHEN & STEERS INSTITUTIONAL REALTY
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0147177
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1750241
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt245502
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt311609
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-74177
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-71571
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt66953456
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-770013
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-1447578
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-60290
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt101053387
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt112114871
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1226500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1313531
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1421902
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt153615
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1610852
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01000000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11000000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2254213
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3400000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt41085253
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt55942938
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt628201816
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt72400000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt84422029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt95050000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt104321659
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt117149423
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1280000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13300000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14230000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15290000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SEQUOIA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1VANGUARD TOTAL STOCK MARKET INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SEQUOIA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3DODGE & COX INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4COHEN & STEERS REALTY SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5DODGE & COX GLOBAL BOND FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6T ROWE PRICE CAPITAL APPREC FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7COLUMBIA ACORN INTERNATIONAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8COLUMBIA ACORN INTERNATIONAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9VANGUARD SELECTED VALUE FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10DFA INTERNATIONAL SMALL COMPANY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11DODGE & COX INTERNATIONAL STOCK FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12DODGE & COX INTERNATIONAL STOCK FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13MFS INTERNATIONAL GROWTH FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14T ROWE PRICE U.S. EQUITY RESEARCH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15BAIRD CORE BOND FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16VANGUARD DEVELOPED MARKETS INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02025-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12025-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22025-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32025-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42025-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52025-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62025-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72025-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82025-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92025-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102025-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112025-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122025-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132025-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142025-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152025-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162025-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt010221801
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-991077
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt08112176
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0123170395
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0116049296
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0123170395
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt06052463
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt05993644
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt06052463
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt06163826
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt058819
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0170182
IRS990PF/DistributableAmountGrp/TotalTaxAmt0170182
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt010367
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0180549
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0170182
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt010367
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0170182
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0170182
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0180549
IRS990PF/FMVAssetsEOYAmt0133109625
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt065251
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt074522
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0616714
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0517881
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0517881
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt02456048
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt09951051
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0202669
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt01300508
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt01235038
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt01097839
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt018180
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0116049296
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0123170395
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt05653
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt018968
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt018968
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0113558418
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0130707012
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0130707012
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt01101821
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0993316
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt032580
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt031584
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt031584
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt04224013
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01816000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01816000
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0119672416
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0134189284
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0133109625
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt03623120
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt011018889
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0119672416
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0134189284
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0116049296
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0123170395
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0125153831
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt06351594
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0118747747
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01877307
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt054490
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt06163826
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0123276524
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0125153831
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt131.65
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0104716
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1101425
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt012148
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt14603
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0REBECCA COCKRELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1AMY J SWALES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0HC WRKFRCE P
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1PROGRAM DIRE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt01104 N CHAPEL HILL ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt13112 HWY 471
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0RAYMOND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1BRANDON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0MS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1MS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd039154
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd139047
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt067340
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/PersonNm0JANE M BLACK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0MTL SCHEDULING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0613 ARBOR WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0BRANDON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0MS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd039047
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt025.23
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt42.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt540.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0204180
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt120460
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt219240
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt318120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt424820
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt5145049
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt025657
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt523825
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ANNE TRAVIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RALPH DIDLAKE MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2WALTER NEELY PHD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3WILLIAM S PAINTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4CHERYL LEE SYKES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5TERESA LINDSEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CEO/BD PRESI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0947 PETRIFIED FOREST ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1193 SUNDOWN ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23 CRESTVIEW COVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3203 EASTBROOKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt417 CHATHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt52035 CENTER POINTE DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0FLORA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MADISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2JACKSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3JACKSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4CLINTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5BRANDON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5MS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd039071
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd139110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd239211
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd539042
IRS990PF/Organization501c3ExemptPFInd0X

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Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
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Liabilities
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Net assets
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Revenue
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Expenses
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Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$120$3.62$116$8.61$4.78$3.83
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$113$4.46$109$2.62$6.75$4.13
2022Detailed filing. Detailed filing data is available for this year.$100$3.48$96.9$5.94$5.17$0.77
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$126$3.22$122$14.3$4.48$9.85
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$112$4.07$108$4.86$3.66$1.20
2019Summary only. Only limited summary data is available for this year.$103$5.28$6.49$1.61$4.89
2015Summary only. Only limited summary data is available for this year.$88.5$9.85$7.29$8.10$0.81
2014Summary only. Only limited summary data is available for this year.$95.5$7.04$5.88$5.50$0.39
2013Summary only. Only limited summary data is available for this year.$94.6$5.89$7.72$5.39$2.33
2012Summary only. Only limited summary data is available for this year.$83.2$4.92$3.34$3.72$0.39
2011Summary only. Only limited summary data is available for this year.$77.8$5.52$3.67$5.02$1.35