MERIDIAN, MS
Phil Hardin Foundation
Quick Facts
- EIN
- 646024940
- Location
- MERIDIAN, MS
- Category
- General
- Total Assets
- $63.7M
- Annual Income
- $58.7M
- IRS Ruling Year
- 1964
- Organization Type
- Corporation
- Principal Officer
- % Sheryl Flood
- Tax Deductibility
- Contributions are deductible
About This Foundation
Phil Hardin Foundation is a private corporation based in MERIDIAN, MS. The foundation received its IRS ruling in 1964. The principal officer is % Sheryl Flood. It holds total assets of $63.7M. Annual income is reported at $58.7M. Contributions to this foundation are tax-deductible.
View 990 FilingsFinancial Overview
Total Giving
$4.7M
2023-9%
Total Assets
$50.7M
2023-6%
Fair Market Value
$62.2M
2023
Net Worth
$50.7M
2023
Grants Paid
$3.8M
2023
Contributions
$0
2023
Net Investment Income
$1.8M
2023
Distribution Amount
$2.8M
2023
Total Giving by Year
$2.6M
15$4.1M
19$3.8M
20$4.4M
21$5.2M
22$4.7M
23Asset Growth
$27.3M
15$39M
19$46.9M
20$50.2M
21$54.1M
22$50.7M
23Investment Portfolio (2023)
Total: $44.3M
Corporate Stock: $38.3M
Corporate Bonds: $6M
Cash: $739K
Corporate Stock (85%)
Corporate Bonds (13%)
Cash (2%)
Expense Breakdown (2023)
Grants Paid$3.8M
Officer Compensation$328K
Pension & Benefits$38K
Depreciation$38K
Accounting Fees$19K
Travel & Conferences$17K
Printing & Publications$16K
Occupancy$11K
Revenue Sources (2023)
- Dividends
- $1.9M
- Capital Gains (Net)
- $-672,312
Financial Details (2023)
- Total Revenue
- $1.3M
- Total Expenses
- $4.7M
- Exempt Purpose Expenses
- $4.4M
- Required Distribution
- $2.8M
- Undistributed Income
- $0
- Grants Approved (Future)
- $6.8M
- Total Liabilities
- $1
- Excise Tax
- $24K
- Tax Due
- $5K
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 |
Filings sourced from IRS e-file index. View all on ProPublica