2024-11-12T09:08:36-06:00 2023-12-31 620428728 REYNOLDS BONE & GRIESBECK PLC 5100 WHEELIS DRIVE SUITE 300 MEMPHIS TN 381174568 990PF 2023-01-01 640865125 HF MCCARTY JR FAMILY FOUNDATION HFMC 6019910100 6360 I-55 NORTH 480 JACKSON MS 39211 ELIZABETH A BUYAN PRESIDENT 6019910100 2024-11-01 1 0 PAUL B BERRYHILL P00869671 9016822431 2024-11-01 2023 2024-10-15 13:58:12Z X 9022971 X X 36252 36252 137159 137159 129701 889307 129701 166603 166603 469715 469715 0 0 0 11650 0 11650 28347 6994 0 2451 0 0 47749 47749 0 90197 54743 11650 446000 446000 536197 54743 457650 -66482 414972 63664 6874 6874 47554 69995 71607 7762938 7744300 8937346 4870 4870 0 0 4870 2274 2274 2274 7876430 7823443 9022971 0 0 X 0 0 0 0 7876430 7823443 7876430 7823443 7876430 7823443 7876430 -66482 34135 7844083 20640 7823443 STIFEL-XXXX-0529 P 89917 85303 4614 4614 STIFEL-XXXX-7958 P 36596 40486 -3890 -3890 STIFEL-XXXX-7958 P 166438 135159 31279 31279 STIFEL-XXXX-8057 P 41790 42256 -466 -466 STIFEL-XXXX-9033 P 59585 32513 27072 27072 STIFEL-XXXX-9480 P 2322 2275 47 47 STIFEL-XXXX-9480 P 178188 120729 57459 57459 STIFEL-XXXX-9649 P 37072 38831 -1759 -1759 STIFEL-XXXX-7805 P 8426 11091 -2665 -2665 STIFEL-XXXX-7805 P 236825 250982 -14157 -14157 NAVITER - FORM 2439 UNDISTRIBUTED CAPITAL GAINS P 113 113 113 NAVITER P 4213 4213 4213 NAVITER P 15602 15602 15602 FROM K-1 MCCARTY ENTERPRISES - LONG-TERM P 1759 1759 1759 FROM K-1 PA DIRECT FUND - LONG-TERM P 2859 2859 2859 FROM K-1 MCCARTY ENTERPRISES - 1231 GAIN P 19 19 19 CAPITAL GAINS DIVIDENDS P 7602 7602 7602 129701 5768 0 5768 0 5768 6486 0 5000 0 11486 0 5718 5718 0 0 0 0 0 0 0 0 0 0 0 1 1 MS 0 0 0 0 0 1 N/A ELIZABETH A BUYAN 6019910100 6360 I-55 NORTH JACKSON MS 39211 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 ELIZABETH ANN BUYAN 6360 I-55 NORTH SUITE 480 JACKSON MS 39211 PRESIDENT 2.00 0 0 0 ASHLEY W HULLENDER 1362 KINGS PARK PLACE NW KENNESAW GA 30305 VICE-PRESIDENT 1.00 0 0 0 PATTI M SULLIVAN 110 WINDSONG COVE RIDGELAND MS 39157 TREASURER 2.00 0 0 0 JOHN R MCCARTY 129 CANTERBURY PLACE RIDGELAND MS 39157 AT-LARGE BOARD MEMBER 2.00 0 0 0 MARY HELEN GRIFFIS 129 CANTERBURY PLACE RIDGELAND MS 39157 AT-LARGE BOARD MEMBER 1.00 0 0 0 LESLIE W BASKIN 6360 I-55 NORTH SUITE 480 JACKSON MS 39211 SECRETARY 2.00 0 0 0 NONE 0 NONE 0 0 8491086 79569 0 8570655 0 0 8570655 128560 8442095 422105 422105 5768 5768 416337 0 416337 0 416337 457650 0 457650 416337 0 0 45178 105179 59728 17539 227624 457650 0 0 0 416337 41313 0 0 268937 0 0 0 0 0 0 0 268937 45178 105179 59728 17539 41313 X AMERICAN RED CROSS 9 RIVER BEND PL FLOWOOD MS 39232 PC OPERATING SUPPORT 5000 BOY SCOUTS OF AMERICA 855 RIVERSIDE DR JACKSON MS 39202 PC OPERATING SUPPORT 20000 CITY OF RIDGELAND - PERFORMING ARTS CENTER 304 HIGHWAY 51 RIDGELAND MS 39157 PC OPERATING SUPPORT 5000 FIRST UNITED METHODIST CHURCH 226 1ST AVE NW MAGEE MS 39111 PC OPERATING SUPPORT 1000 HOPE HOUSE 786 E NORTHSIDE DR JACKSON MS 39206 PC OPERATING SUPPORT 3000 INTERNATIONAL BALLET 201 E PASCAGOULA ST STE 1 JACKSON MS 39201 PC OPERATING SUPPORT 5000 MAGNOLIA SPEECH SCHOOL 414 BOZEMAN RD MADISON MS 39110 PC OPERATING SUPPORT 100000 MAKE A WISH 607 HIGHLAND COLONY PARKWAY RIDGELAND MS 39157 PC OPERATING SUPPORT 33000 MIDTOWN PARTNERS 215 MCTYERE AVE JACKSON MS 39202 PC OPERATING SUPPORT 3000 MILLSAPS COLLEGE 1701 NORTH STATE STREET JACKSON MS 39210 PC OPERATING SUPPORT 90000 MISSISSIPPI MUSEUM OF ART 380 S LAMAR ST JACKSON MS 39201 PC OPERATING SUPPORT 2500 MISSISSIPPI MUSEUM OF NATURAL SCIENCES 2148 RIVERSIDE DRIVE JACKSON MS 39202 PC OPERATING SUPPORT 6000 MISSISSIPPI OPERA 201 E PASCAGOULA ST SUITE 105 JACKSON MS 39201 PC SUPPORT OF FINE ARTS 10000 ST ANDREWS 4120 OLD CANTON ROAD JACKSON MS 39216 PC OPERATING SUPPORT 50000 THE FIRST TEE OF CENTRAL MISSISSIPPI 4209 LAKELAND DR FLOWOOD MS 39232 PC OPERATING SUPPORT 2500 UNIVERSITY OF MISSISSIPPI PATTERSON SCHOOOL OF ACCOUNTANCY PO BOX 1848 UNIVERSITY MS 38677 PC OPERATING SUPPORT 100000 WILLOWOOD DEVELOPMENT CENTER 1635 BOLING STREET JACKSON MS 39213 PC OPERATING SUPPORT 10000 446000 0 14 36252 14 137159 14 166603 14 7602 122099 0 347616 122099 469715 3 GENERATES INCOME USED TO MAKE GRANTS TO OTHER SECTION 501(C)(3)S. 4 GENERATES INCOME USED TO MAKE GRANTS TO OTHER SECTION 501(C)(3)S. 7 GENERATES INCOME USED TO MAKE GRANTS TO OTHER SECTION 501(C)(3)S. 8 GENERATES INCOME USED TO MAKE GRANTS TO OTHER SECTION 501(C)(3)S. 0 0 0 0 0 0 0 0 0 0 PROFESSIONAL FEES 11650 0 11650 BASED UPON PRIOR COMMUNICATIONS WITH THE MISSISSIPPI SECRETARY OF STATE OFFICE, SINCE THE FOUNDATION DOES NOT SOLICIT CONTRIBUTIONS FROM THE PUBLIC, IT IS NOT REQUIRED TO FILE A COPY OF THE 990-PF WITH THE STATE. FIRST COMMERCIAL BANK 69995 71607 STIFEL 0529 FMV 408602 456352 STIFEL 7958 FMV 683055 745403 STIFEL 9033 FMV 581887 788051 STIFEL 9480 FMV 558875 795703 STIFEL 9649 FMV 250885 270341 MCCARTY ENTERPRISES LLC FMV 40128 40280 STIFEL 8057 FMV 1368659 1467266 STIFEL 7805 FMV 1043917 1219897 NAVITER FMV 2771178 3116939 BLACKSTONE REIT FMV 37114 37114 OFFICE FURNITURE 250 0 250 250 OFFICE EQUIPMENT 4620 0 4620 4620 OTHER RECEIVABLES 2274 2274 2274 CHANGE IN UNREALIZED GAIN(LOSS) ON INVESTMENTS 20640 BANK FEES 77 77 0 MANAGEMENT FEES 41831 41831 0 OTHER EXPENSES - VENTURE OIL ROYALTIES 3173 3173 0 ACCRUED INTEREST PAID - NAVITER 2573 2573 0 FROM K-1 MCCARTY ENTERPRISES - OTHER DEDUCTIONS 95 95 0 VENTURE OIL AND GAS INC 115969 115969 115969 FROM K-1 MCCARTY ENTERPRISES 188 188 188 AUDAX SENIOR LOAN FUND - PFIC ORDINARY EARNINGS 41105 41105 41105 PA DIRECT FUND - PFIC ORDINARY EARNINGS 9341 9341 9341 NONTAXABLE DISTRIBUTIONS 34135 FOREIGN TAXES - INVESTMENT ACCOUNTS 3277 3277 0 TAXES - VENTURE OIL ROYALTIES 3717 3717 0 FEDERAL INCOME TAXES 21353 0 0