LAUREL, MS

Chisholm Foundation

Quick Facts

EIN: 646014272
Location: LAUREL, MS
Category: General
Total Assets: $82M
Annual Income: $36.5M
IRS Ruling Year: 1961
Organization Type: Corporation
Principal Officer: % The Foundation
Tax Deductibility: Contributions are deductible

About This Foundation

Chisholm Foundation is a private corporation based in LAUREL, MS. The foundation received its IRS ruling in 1961. The principal officer is % The Foundation. It holds total assets of $82M. Annual income is reported at $36.5M. Contributions to this foundation are tax-deductible.

View 990 Filings

Financial Overview

Total Giving

$5.2M

2023-6%

Total Assets

$77.3M

2023+63%

Fair Market Value

$102M

2023

Net Worth

$77.3M

2023

Grants Paid

$4.4M

2023

Contributions

$30.5M

2023

Net Investment Income

$4.7M

2023

Distribution Amount

$4.1M

2023

Total Giving by Year

$2.2M

$2.3M

$2.6M

$3.1M

$4.2M

$4.8M

$7.3M

$5.5M

$5.2M

Asset Growth

$19.1M

$19.3M

$19.7M

$22.8M

$25.2M

$31.4M

$38.3M

$46.6M

$47.4M

$77.3M

Investment Portfolio (2023)

Total: $74.5M

Corporate Stock: $74.5M

Cash: $990K

Corporate Stock (99%)

Cash (1%)

Expense Breakdown (2023)

Grants Paid$4.4M

Legal Fees$24K

Accounting Fees$7K

Travel & Conferences$3K

Revenue Sources (2023)

Contributions: $30.5M
Capital Gains (Net): $4M
Dividends: $888K
Interest: $121K
Other Income: $8K

Financial Details (2023)

Total Revenue: $35.4M
Total Expenses: $5.2M
Exempt Purpose Expenses: $4.8M
Required Distribution: $4.1M
Undistributed Income: $0
Total Liabilities: $1
Excise Tax: $65K

Foundation Classification (2023)

Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings

990-PF Filings

Tax Period	Return Type	View
2023-12	990PF	View Filing
2022-12	990PF	View Filing
2021-12	990PF	View Filing
2020-12	990PF	View Filing
2018-12	990PF	View Filing
2017-12	990PF	View Filing
2016-12	990PF	View Filing