2024-11-15T09:35:56-06:00 2023-12-31 750882037 BOLINGER SEGARS GILBERT AND MOSS LLP 8215 NASHVILLE AVENUE LUBBOCK TX 79423 990 2023-01-01 274376574 MID-SOUTH SYNERGY CHARITABLE FOUNDATION INC MID- 9368255100 9409 N HWY 6 LOOP NAVASOTA TX 77868 KERRY KELTON PRESIDENT 9368255100 2024-11-11 1 1 MATT R WILLIS P00419741 8067473806 2024-11-11 X 2023 2024-10-15 13:58:12Z KERRY KELTON 9409 N HWY 6 LOOP NAVASOTA TX 77868 636274 0 X MIDSOUTHELECTRIC.COM/SCHOLARSHIPS X 2010 TX AWARD SCHOLARSHIPS TO MEMBERS OF MID-SOUTH ELECTRIC COOPERATIVE AND ASSIST THE LOW INCOME AND NEEDY. 11 0 0 0 0 0 181840 609502 0 0 2807 26772 0 0 184647 636274 157743 124250 0 0 0 0 0 0 0 3761 4406 161504 128656 23143 507618 266626 772341 2189 286 264437 772055 TO AWARD SCHOLARSHIPS TO MEMBERS OF MID-SOUTH ELECTRIC COOPERATIVE AND ASSIST THE LOW INCOME AND NEEDY. 0 0 124250 124250 DURING 2023 THE FOUNDATION GRANTED $124,250. THE FOUNDATION AWARDED $87,750 IN GRANTS TO 11 LOCAL CHARITIES AND FOOD BANKS, AND 37 $500 TO $1,000 COLLEGE SCHOLARSHIPS TOTALING $36,500. 124250 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X KERRY KELTON 9368255100 9409 N HWY 6 LOOP NAVASOTA TX 77868 KERRY KELTON PRESIDENT 1.00 75.00 X X 0 565620 130125 MIKE MCDOUGALD VICE PRESIDENT 1.00 50.00 X X 0 310216 93415 ANDREW DALLMEYER SECRETARY 1.00 50.00 X X 0 253812 79285 MARSHALL SHIRLEY CHAIRMAN 1.00 12.10 X X 0 40568 0 JAMES MORRISON DIRECTOR 1.00 4.50 X 0 19618 0 STEVE DRIVER DIRECTOR 1.00 6.70 X 0 25768 0 DENNIS MCWHORTER DIRECTOR 1.00 5.90 X 0 24063 0 PAUL MALEK DIRECTOR 1.00 3.80 X 0 14322 0 RUSSEL WATSON DIRECTOR 1.00 6.30 X 0 27927 0 KENNETH MCDOUGALD DIRECTOR 1.00 2.40 X 0 11149 0 ROBERT D PIERCE DIRECTOR 1.00 1.00 X 0 10670 0 0 1303733 302825 0 0 1 0 0 609502 609502 26772 26772 636274 0 0 26772 87750 87750 36500 36500 3025 3025 751 751 DUES & SUBSCRIPTIONS 630 630 128656 124250 4406 0 219497 719616 47129 52725 266626 772341 2189 286 2189 286 X 264437 772055 264437 772055 266626 772341 507618 0 X X 0 1 X 0 0 X 167528 174173 172994 181840 609502 1306037 167528 174173 172994 181840 609502 1306037 1306037 4609 842 20 2807 26772 35050 1341087 0.97390 0.98570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 636274 0 636274 0 636274 128656 0 128656 0 128656 PART X, LINE 2: THE CHARITABLE FOUNDATION HAS ADOPTED THE "UNCERTAIN TAX POSITIONS" PROVISIONS OF ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. THE PRIMARY TAX POSITION OF THE CHARITABLE FOUNDATION IS ITS FILING STATUS AS A TAX EXEMPT ENTITY. THE CHARITABLE FOUNDATION DETERMINED THAT IT IS MORE LIKELY THAN NOT THAT ITS TAX POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS), OR OTHER STATE TAXING AUTHORITY, AND THAT ALL TAX BENEFITS ARE LIKELY TO BE REALIZED UPON SETTLEMENT WITH TAXING AUTHORITIES. 1 BRAZOS VALLEY FOOD BANK 1501 INDEPENDENCE AVE BRYAN TX 77803 742380446 501(C)(3) 16000 0 DISTRIBUTE FOOD AND EDUCATIONAL RESOURCES TO BRAZOS VALLEY NEIGHBORS IN NEED BRAZOS VALLEY COMMUNITY ACTION AGENCY 1500 UNIVERSITY DR E STE 100 COLLEGE STATION TX 77840 741715140 501(C)(3) 10250 0 EMPOWER INDIVIDUALS, FAMILIES, AND COMMUNITIES TO REACH THEIR FULL POTENTIAL NRECA INTERNATIONAL FOUNDATION 4301 WILSON BLVD ARLINGTON VA 22203 521387851 501(C)(3) 6500 0 HELPS BRING ELECTRICITY TO PEOPLE LIVING IN RURAL AREAS IN DEV. COUNTRIES COMMUNITY ORGANIZATION FOR MISSIONARY ENDEAVOR INC PO BOX 1965 HUNTSVILLE TX 77342 237034330 501(C)(3) 8000 0 PROVIDE ASSISTANCE FOR MEMBERS' ELECTRIC BILLS CRISIS ASSISTANCE CENTER 1022 MCCALL AVE CONROE TX 77301 760000798 501(C)(3) 8000 0 ASSIST RESIDENTS OF MONTGOMERY COUNTY FINANCIALLY TO REGAIN SELF-SUFFICIENCY MONTGOMERY COUNTY FOOD BANK ONE FOOD FOR LIFE WAY CONROE TX 77385 760153892 501(C)(3) 8000 0 COLLECT AND PURCHASE FOOD AND DISTRIBUTE TO THE NEEDY IN MONTGOMERY COUNTY ST MARY CATHOLIC CHURCH 603 CHURCH AVE COLLEGE STATION TX 77840 741616577 501(C)(3) 8000 0 RELIGIOUS ORGANIZATION THAT SERVES OTHERS THROUGH CHARITABLE WORK GOOD SHEPHERD MISSION 1005 MARTIN LUTHER KING DR HUNTSVILLE TX 77320 760150999 501(C)(3) 8000 0 PROVIDE BASIC HUMAN NEEDS THROUGH FEEDING, CLOTHING, SHELTERING & COUNSELING SONSHINE OUTREACH CENTER 1680 N MAY ST MADISONVILLE TX 77864 300574896 501(C)(3) 8000 0 COLLECT AND PURCHASE FOOD & CLOTHING AND DISTRIBUTE TO THE NEEDY MADISON COUNTY HOUSE OF HOPE INC 901 WEST TRINITY MADISONVILLE TX 77864 452324681 501(C)(3) 6000 0 TO PROVIDE JOBS TO THE NEEDY & HELP REBUILD 10 SCHOLARSHIPS 37 36500 PART I, LINE 2: THE FOUNDATION HAS A SCHOLARSHIP APPLICATION THAT EACH INTERESTED PARTY MUST COMPLETE. THE SCHOLARSHIP APPLICATION IS REVEIWED AND APPLICANTS ARE ASSIGNED POINTS BASED ON DIFFERENT CRITERIA. THE SCHOLARSHIP COMMITTEE WILL USE THE APPLICATION AND POINT TOTALS WHEN DETERMINING WHO WILL RECEIVE SCHOLARSHIPS. GRANTS AND CONTRIBUTIONS ARE MADE TO LOCAL CHARITABLE ORGANIZATIONS INVOLVED IN ASSISTING NEEDY INDIVIDUALS WITH FOOD, HOUSE PAYMENTS, MEDICAL BILLS, UTILITY BILLS, ETC. THE BOARD SELECTS WHICH CHARITABLE ORGANIZATIONS TO SUPPORT WITH THE GOAL OF SUPPORTING AGENCIES WHO PROVIDE SERVICES FOR INDIVIDUALS LOCATED IN THE BRAZOS VALLEY REGION. 0 0 0 0 0 0 0 0 0 KERRY KELTON PRESIDENT 0 394287 0 23517 0 147816 0 101407 0 28718 0 695745 0 0 MIKE MCDOUGALD VICE PRESIDENT 0 231574 0 13682 0 64960 0 61108 0 32307 0 403631 0 0 ANDREW DALLMEYER SECRETARY 0 217575 0 12563 0 23674 0 49216 0 30069 0 333097 0 0 FORM 990, SCHEDULE J, PART II ALL COMPENSATION REPORTED ON SCHEDULE J PART II IS RELATED TO THE DIRECTORS EMPLOYMENT WITH MID-SOUTH ELECTRIC COOPERATIVE ASSOCIATION. PER THE BY-LAWS NO DIRECTOR OR MEMBER OF ANY COMMMITTEE OF THE BOARD MAY BE PAID COMPENSATION FOR HIS/HER SERVICE AS A DIRECTOR OR COMMITTEE MEMBER OF THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 2 DIRECTORS KENNETH MCDOUGALD AND MICHAEL MCDOUGALD HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING THE BOARD WILL BE PROVIDED A COPY OF THE FORM 990 FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, OFFICERS AND BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY ACTION OR SITUATION THAT MIGHT VIOLATE THE POLICY TO THE FULL BOARD OF DIRECTORS AS SOON AS POSSIBLE. BOARD MEMBERS ARE NOT COMPENSATED AND BOARD MEMBERS MUST NOT VOTE ON ANY TRANSACTION THAT MIGHT CONSTITUTE A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION WILL MAKE AVAILABLE FOR REQUEST A COPY OF THE FOUNDATION GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS AT THEIR OFFICE LOCATED IN NAVASOTA, TX. FORM 990, PART XII, LINE 2C THE BOARD AS A WHOLE IS RESPONSIBLE FOR SELECTING THE INDEPENDENT CPA TO PERFORM THE ANNUAL AUDIT. MID-SOUTH ELECTRIC COOPERATIVE ASSOCIATION PO BOX 970 NAVASOTA TX 778680970 740783753 RURAL ELECTRIC COOPERATIVE TX 501(C)(12) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 MID-SOUTH ELECTRIC COOPERATIVE ASSOCIATION O 0 N/A - LESS THAN $50,000 MID-SOUTH ELECTRIC COOPERATIVE ASSOCIATION S 195785 COLLECTION REMITTED TO FOUNDATION