Form 990-PF Return of Private Foundation or Section 4947(a)(1) Nonexempt Charitable Trust

Treated as a Private Foundation

oewrtineni or be Treawry Note The organization mSy be able to use a copy of this return to satisfy state tocs �,.i a..tic s.M« reporting requirements

OMB No 1545-0052

2001

20 . 2007, end return Amended retw

Inc alrvarad b sV .et aEemss) Room/

Initial return I I Fi

7-8884 sm. Or coo. C If exemption application is pending, check here ~ I I VA 2011$ D 1 Foreign organizations check here

Section 501(c)(3f) ~exempt private foundation 2ForeFgn organizations meeting the ES% test, check a charitable trust I ~ Other taxable nvate foundation here and attach computation

J Accounting method U Cash Accrual E It private foundation status was terminated under section 501(b)(1)(A), check here

Other (specify) F If the foundation is in a 60-month termination (Part I column d must be on cash basis under section 501(b)(S)(B), check here ~ i

(e) Revenue and (b) Net investment (c) Ad usted net (d) Disbursements Expenses The total of amounts in expenses per books income income for charitable columns b c and d may not neces- purposes sarily equal the amounts in column a ) (cash basis only) (see instructions) 1 cenmwoons gifts grants at, re=amed (.n w) 1 1 , 641 . 250

ck . Rii n. woan is not .ea m an Sc, s -7111-71 7 "1 1 ~1_1 1. .1.1 7 2 Distributions from split interest trusts " ' ~ t~c' ` 3 Interest on savings and temporary v

cash investments 48 48 ~'-

4 Dividends and interest from securities Se Gross rents +t'~`"'~'' °"a~ ~ " s`

to (Net rental Income or (low) R ,+ss, i~ ;.y - s~" 6d Net paiN(loss) from sale of assets not on line 1D

Gross sales pr,cai for alb E assets on line 6a V ) Capital gain net income (from Part IV line 2) c"~ ̀ E 8 Net short term capital gain V 9 Income modifications E l0e Gross seta less

returns and ~~ allowances

b Less Cost of , ° goods sold n"~"~wl

c Grass profit/(loss) (aft sch) V 11 Other income (attach schedule)

W 'T 12 Total Add lines 1 through 11 11,641,298 48 1$ Gompenvoon of oM~cers directors . Wstees e4

Ll 14 Other employee salaries and wages q 15 Pension plans, employee benefits m 16a Legal fees (attach schedule) N b Accounting tees (attach sch) ~ c Olner prof tees (attach sch)

E T 17 Interest A 18 Tarts (attach schedule)

T T 19 Deprecation (attach schedule) and depletion - -'-' " -'-x v 20 Occupancy , ' c E 27 Travel, conferences, and meetings A E 22 Printing and publications o p 23 Other expenses (attach schedule)

Office Supplies 16 16 N E 24 Total operating and administrative s expenses Add lines 13 through 23 16 16

25 Contributions, gifts, grants paid ' 26 Total expenses and disbursements

Ado lines 24 and 25 16 16 27 Subtract line 26from line l2

a Excess of revenue over expenses ~mh~ .~FO,. , " °° and disbursements 11 , 641 , 282

bNalinvestment income (Ircqa4ve enter 0) "' '32(Y r°y C Adjusted nil lscom. CI ropaew enter 0 ) ' s "" - r " t"

BAA For Paperwork Reduction Act Notice, see the instructions , , TEenna3ai ^oi2arol'V' / Form 990-PF (2001)

Use the . . .. . ._ _ . _ .,_ . .. ._ ., ... .

IRS label Pufvls Gran e Otherwise Number and Street (o~ P 0

print or type P 0 Box 1850

See Specific City or Town Instructions Middlebur H Check type of organization

II, column c, line

jaiic 1 Number

2 31-1809142 Page Beginning of year End of year (e) Book Value (h) Book Value (c) Fair Market Value

1,000,032 1,000,032

......., ... .St.wiaxa.....-,. w~Y.~~ ..:p.°.,.̂i.~~a ...a.~. ...ate. ..x .a°w.Swc. ~., .., .

^'[~,W `(6,'803,280'I ( 10 , 641,250

" s .

f.-

;, s~

}tF°~ ~zGS~

o� 4,4

(,y ~ e`~~

y'[ ~f .. .S "

.: ~`: G~~° °~

a LEA i~"~~" V~

Organizations that follow SFAS 177, check here end complete lines 24 through 26 end lines 30 and 31

N F 24 Unrestricted E U T N ZS Temporaril y restricted

26 Permanently restricted B Organizations that do not follow SFAS 117, check here

S p and complete lines 27 through 31 E L T A 27 Capital stock, trust principal, or current funds S N pg paid in or capital surplus, ai land, building, and equipment fund

29 Retained earnings, accumulated income, endowment or other lands 0 E R 5 30 Total net assets or fund balances (see instructions)

31 Total liabilities and net assetslfund balances

7 .803 .312

7 .803 .312 Part-R1 ; Analysis of Changes in Net Assets or Fund Balances

7EEAN02 092510i

Form ss0-PF(20o1) Purvis Grange Foundation, Inc 4ttaUied schedules sM amwnts in ne deacnohon

Balance Sheets column NouIE M fm endcl yur amwnt only (sea irttrucoaru )

1 Cash - non interest-bearing 2 Savings and temporary cash investrnenls 3 Accounts receivable

Less allowance for doubtful accountsi" 4 Pledges receivable ~

Less allowance for doubtful accounts 5 Grants receivable 6 Recervables due from officers, directors, trustees, and other

disqualAied persons (attach schedule) (see instructions) 7 Other notes and loans receivable (attach sch)

q -----------Less allowance for doubtful accounts ~

S 8 Inventories far sale or use 9 Prepaid expenses and deferred charges T

10a Investments - U S and state government obligations (attach schedule)

6 Investments - corporate stock (attach schedule) c Investments - corporate bands (attach schedule)

11 Investments -land, buildings, and equipment basis

Less accumulated depreciation (attach schedule)

12 Investments- mortgage loans 73 Investments - other (attach schedule) 14 Land, buildings, and equipment basis--- 6 X803 Z80-

Less accumulated depreciation (attach schedule) L-14 Stmt 0-

15 Other assets (describes ) 16 Total assets (to be completed by all filers -

see instructions Also, see page 1, item I 17 Accounts payable and accrued expenses 18 Grants payable 19 Deferred revenue 20 Leans from officers, directors, trustees, 8 other disqualified persons L 21 Mortgages and other notes payable (attach schedule)

j 22 Other liabilities (describes ) E

1 Total net assets or fund balances at beginning of year - Part II, column (a), line 30 (must agree with end of year figure reported on prior year's return)

2 Enter amount from Part I, line 27a 3 Other increases not included in line 2 (itemize) 4 Add lines 1, 2, and 3 5 Decreases not included in line 2(ihm¢e) ~ Net Asset Adjustment Fnv over Boot value of contrtbuiea Ian 6 Total net assets or land balances at end o1 year (line 4 minus line 5) - Part II column (b) line 30

(h) Gain or (loss) (e) plus (0 minus (g)

a

b

mplete only for assets showing gain in column ) and owned b the foundation on 12I3i/69 (I) Gains (column (h) (i) Fair Market Value Q) Adjusted basis (k) Excess of column (i) gain minis column (k), but not IM

as of 12/31/69 as of 12J31/69 over column Q), if any than 0 ) or Losses (from column (h))

8 Enter qualifying distributions from Part XII, line 4 1 8

If line 8 is equal to or greater than line 7, check the box in Part VI, line 1 D, and complete that part using a 1 °b tax rate See we

BAA Form 990-PF (2001) reEn0303 0925001

vis Granee Foundation . I

(a) List and describe the kind(s) of progeny sold (e q , real estate, 2 story brick warehouse, or common stock, 200 shares MLC Company)

e

b

c d

e (e) Gross sales price (f) Depreciation allowed (g) Cost or other basis

(or allowable) plus expense of sale

31-1809142

G ) Fbw acyuve0 ([) Dale ecquued (O) Dale ~ .Id P- Pu~.se I (monT Day Year) I (monm day Year) D - Donadon

e b

2 Capital gain net income or (net capital loss) If gain, also enter in Part I, line 7 -I If (loss), enter -0- in Part I, line 7 ~ p

3 Net short term capital gain or (lass) as defined in sections 1222(5) and (6)

If gain, also enter in Part I, line 8, column (c) (see instructions) If (loss), enter 0

¬YdFFv^` ] VVaIIIIGdUOfI Uf10Br DBCIIOf1474U(CJ IOf K2OUC80 lax OA IVBI invesimem income

(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income )

If section 4940(d)2) applies, leave this part blank

Was the organization liable for the section 4942 tax on the distri6utable amount of any year in the base periods F]Yes r No If 'Yes,' the organization does not qualify under section 4940(e) Do not complete this part

1 Enter the appropriate amount in each column for each year, see instructions before making any entries

b Base pear o d years Adjusted qualifying distributions Net value of Distribution ratio

Calendar year (or tax year noncharitable use assets (column (b) divided by column (c)) beginning in)

2000

1999

1998

2 Total of line 7, column (d) ~ 2

3 Average distribution ratio for the 5 year base period - divide the total on line 2 by 5, or by the number of years the foundation has been in existence it less than 5 years

4 Enter the net value of noncharitable-use assets for 2001 from Part X, line 5 1 4

5 Multiply line 4 by line 3 1 5

6 Enter 1 % of net investment income (1 °h of Part I, line 27b)

7 Add lines 5 and 6 1 7

TEEAQ304 0724q2

orms9o-PF(2oot Purvis Gran g e Foundation . Inc 31-1809142 Page a

rBRN, ' Expse Tel( Based on Investment Income Section 4940 e), 4940(6 . 4941'e), or 4948 - see instructions) 1 a Exempt operating foundations described in Section 4940(d)(2), check here ~ and enter'N/A' on line 1

Date of ruling letter _ - _ -- (attach copy of ruling letter if necessary - see instructions) b Domestic organizations that meet the Section 4940(e) requirements in Part V, 1 1 check here ~ Fland enter I % of Part I, line 276

c All other domestic organizations enter 2% of line 276 Exempt foreign organizations enter 4% of Part I, line 12, column (b) - ~ a H�~, , � ,~�� ,. 2 Tax under Section 511 (domestic Section 4947(a)(1) trusts and taxable foundations only Others enter 0 ) 2 ` m,0 ' 3 Add lines 1 and 2 3 1 4 Subtitle A (income) tax (domestic Section 4947(a)(1) trusts and taxable foundations only Others enter 0 ) 4 0 5 Tax based on investment income Subtract line 4 from line 3 II zero or less, enter 0 5 1 6 Credits/Payments a 2001 estimated tax pmts and 20(10 overpayment credited to 2001 6a b Exempt foreign organizations - tax withheld al source 6b c Tax paid with application for extension of time to file (form 8868) 6c d Backup withholding erroneously withheld 6d � � , Y�, �

7 Total credits and payments Add lines 6a through Ed 7 8 Enter any penalty for underpayment of estimated tax Check here ~ if Form 2220 is attached 8 9 Tea due If the total of lines 5 and S is more khan line 7, enter amount owed ~ 9 1 10 Overpayment If line 7 is more than the total of lines 5 and 8, enter the amount overpaid 10 11 Enter the amount on line 101o be Credited l0 2002 estimated to ~ ~ Refunded ~ 11 aairtYll "A Statements Regarding Activities

1 e During the tax year, did the organization attempt to influence any national, state, or local legislation or did it Yes No participate or intervene in any political campaigns 1'a X

b Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see instructions far definition) 1 6 X .,tn .

1f the answer is 'Yes' to 1a or 16, attach a detailed description of the activities and copies o! any materials published ~" or distributed by the organization in connection with the activities ~~~ ";,~. ; w;���a'

c Did the organization file Forth 1120-POL for this years 1 c X d Enter the amount (if any) of tax on political expenditures (Section 4955) imposed during the year

(1) On the organization ~ $ (2) On organization managers ~ $ e Enter the reimbursement (if any) paid by the organization during the year for political expenditure tax imposed on organization managers ~ $ ,� ~r

2 Has the organization engaged in any activities that have not previously been reported to the IRS �^2~ ~ ~X ̀ If 'Yes, attach a detailed description of the activities

3 Has the organization made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments If 'Yes,' attach a conformed copy o1 the changes ~ 3 , X n,

4a Did the organization have unrelated business gross income of $1,000 or more during the years 4a X b It 'Yes,' has it filed a tax return on Forth 990-T for this years 4b

5 Was there a liquidation, termination, dissolution, or substantial contraction during the years 5 X If 'Yes,' attach the statement required 6y General Instruction T

6 Are the requirements of Section 508(e) (relating to Sections 4941 through 4945 satisfied either a By language in the governing instrument or

0 By state legislation that effectively amends the governing instrument so that no mandatory directions that conflict ~ - V11 --tt with the stale law remain in the governing instrument? ,6X

7 Did the organization have at least 55,000 in assets at any dime during the years If'Yet,' complete Par tit, column (c), and Part XV 7 X Be Enter the states to which the foundation reports or with which it is registered (see instructions)

Delaware and Mississippi ________ '°`" ` b If the answer is'Yes' to line 1, has the organization furnished a copy of Farm 990 PF to the Attorney General

-(or designate) of each state as required by General Instruction G7 If 'NO,'atfath explanation 8b ^~X y 9 Is the organization claiming status as a private operating foundation within the meaning of Section 49120(3) or 49420)(5) toy calendar yeti 2001 or - S-----

the taxable year beginning in 2001 (see instructions for Part XIV)7 If Yes,' complete Part XIV 9 X 10 Did any persons become substantial contributors during the tax years 10 X

If 'Yes attach a schedule listing their names and addresses 71 Did the organization comply with the public inspection requirements for its annual returns and exemption applications 11 X

Web site address

12 The books are in care of " Pat r t Ck Sell a Telephone no " (601) 279-4415 Located ac- 6791 Eag_le_Lake Shores Rd , Vicksburg,_MS

- ZIP ziP+a- 39780

13 Section 4947(a)(1) nonexempt charitable gusts filing Form 990-PF in lieu of Forth 1041 - Check here and enter the amount of tax exempt interest received or accrued during the veer -1 13

-1809142 Pace 5 ion Inc

File Forth 4720 d any item is checked in the 'Yes' column, unless an exception applies ' Yes No

1 a During the year did the organization (either directly or indirectly)

(1) Engage in the sale or exchange, or leasing of property with a disqualified DersW Yes ENO

(2) Borrow money from lend money to, or otherwise extend credit to (or accept it from) a ',disqualified persons Yes X No ~,

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified persons Yes X No

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified persons ~ Yes X No

(5) Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person) ~ Yes X~ No

(6) Agree to pay money or property to a government ofticial7 (Exception Check 'No' if the organization agreed to make a grant to or to employ we official for a period after termination of government service, it terminating within 90 days ) ~ Yes X~ No , "

b If any answer is 'Yes' to 1 a(1) (6), did any of the acts fail to qualify under the exceptions described in ^~ "̂^' -° " a "°w-^ Regulations Section 53 49410 3 or in a current notice regarding disaster assistance (see instructions)? 1 b, Organizations relying on a current notice regarding disaster assistance check here ~

D s

c Did the organization engage in a prior year in any of the acts described in la, other than excepted acts, that were not corrected before the first day of the tax year beginning in 20017 1 c X

t' ; s '~- 2 Taxes an failure to distribute income (Section 4942) (does not apply for years the organization was a IV," Z,

private operating foundation defined in Section 4942Q)(3) or 49420(5))

a At the end of tax year 2001, did the organization have any undistributed income (lines 6d `, and 6e, Part XII I) for tax year(s) beginning before 2001 ? ~ Yes X~ No

If 'Yes,' list the years ~ 20_ _ , 19 - , 19_ _ , 19

b Are there any years listed in 2a tar which the organization is not applying the provisions of Section 4442(a)(~ R (relating to incorrect valuation of assets) to the year s undistributed incomes (If applying Section 4942(a)(2) to all years listed, answer 'No' and attach statement - see instructions ) 2b d`

c If the provisions of Section 4942(a)(2) are teeing applied to any of the yeas listen m 2a, list the years here

X20 _ ,19-- ,19 _ ,19_

3a Did the organization hold more than a 2°h direct or indirect interest in any business ' enterprise at any time during the years ~ Yes X~ No

b If 'Yes,' did ii have excess business holdings in 2001 as a result of (1) any purchase by the organization or disqualified persons after May 26, 1969, (2) the lapse of the 5 year period (or longer period approved - " } b the Commissioner under Section 4943(c)(/)) to dispose of holdings acquired by gitt or bequesi, or '~ °°;,° +` ~~ (% the lapse o1 the 10 , 15 , or 20 year first phase holding periods (Use Schedule C Form 4720, to tt determine if the organization had excess business holdings m 2001 ) A 3b

4a Did the organization invest during the year any amount in a manner that would jeopardize its charitable purposes? 4e , X

b Did the organization make any investment in a prior year (but after December 31, 1969) Nat could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2001 ~~4b X

5a During the year did the organization pay or incur any amount to ~ 's`~~° ;'

(1) Carry on propaganda, or otherwise attempt to influence legislation (Section 4445(e))? ~ Yes X~ No 'i"°'~ " ~ ;}~rrk

(2) Influence the outcome of any specific public election (see Section 4955), or to carry on, directly or indirectly, any voter registration drive? 8 Yes X8 No 4?<,� ;~?, o'-

(~ Provide a grant to an individual for travel, study, or other similar purposes Yes X No ;,s,+ ��t^

(4) Provide a grant to an organization other than a charitable, etc, organization described >' in Section 509(a)(1), (2), or (3), or Section 4940(d)(2)? El Yes 91 No

(5) Provide for any purpose other than religious, charitable, scientific, literary, or ,[°~deducational purposes, or for we prevention of cruelty to children or animals ~ Yes X~ No

b If an answer is 'Yes' to Sa 1 did an of the transactions fail to anti under the exceptions described in Regulations Section 53 4945 or in a current notice regarding disaster assistance ^' " ^ (see instructions)' V 56 , Organizations relying on a current notice regarding disaster assistance check here ~ LJ ,."

c If the answer is 'Yes' to question Sa(4), does the organization claim exemption from the tax because it maintained expenditure responsibility for the grani7 ~ Yes ~ No � F~- ~~;=-3 If 'Yes 'attach the statement required by Regulations Section 53 4945 5(d)

6a Did the organization, during the year, receive any funds, directly or indvectly, to pay premiums ;- on a personal benefit contract? O Yes X~ No

6 Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contracts 6b ~ + X 11 you answered 'Yes' to 55, also file 8870

TEeansos oirzaq2 Form 990-PF (2001)

--------------------------------------

Total number of others receiving over $50,000 for professional services

P~tf.A( lk~ Summary of Direct Charitable Activities

Expenses List the foundation's four lar qesl direct charitable activities doting the tax year Include relevant statistical information such as the number of organizations and other 6enefiaarms served, conferences convened, resrarch papers produced, etc

i See Statement Attached ------------------------------------------------------

2

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

3

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

4

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

TEEnaa06 01124102 BAA

tion . Inc 31-1809142 Paqe6 jPartYl11 "1 lntortna5on About uthcers, Directors, i rustees, tounuanon managers, nigrny raga tmpioyees,

and Contractors 1 List ell officers, directors, trustees, foundation managers end then com ensation sae instructions)

(b) Title and average (c) Compensation (d) Contributions to (e) Expense account, (a) Name and address hours per week (If not paid, enter -0-) employee benefit other allowances

devoted to position plans and deferred compensation

Magalen O--Bryant_---_--____ President Middlebur VA 20118 5 Hours 0 0 0 Gilbert K -Rose Executive Director Vicksbur , MS 39183 10 Hours 0 0 0 John T Gordon Director Middlebur VA 20118 30 Hours 0 0 0

2 Compensation of five highest eid emplo yees other then those included on line 1- see instructions) It none, enter 'None (a) Name and address of each employee (b) Title and average (c) Compensation (d) Contributions to (e) Expense account,

paid more than $50,000 hours per week employee benefit other allowances devoted to position plans and deferred

None

- - - - - - - - - - - - - - - - - - - - - - - -

- - - - - - - - - - - - - - - - - - - - - - - -

- - - - - - - - - - - - - - - - - - - - - - - -

3 Five highest-paid independent contractors for professional services - (see instructions) If none, enter'None (a) Name and address of each person paid more than $50,000 (b) Type of service

None

-------------------------------------- -------------------------------------- --------------------------------------

Form990-PF(2oo1) Purvis Grande Foundation, Inc 31-1809142 Page7

PattIX:B, Summary of Program-Related Investments (see instructions)

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

Add lines 1 through 3 Total

P;ilTx ~ Minimum investment Return (All domestic foundations must complete this part Foreign foundations, see instructions )

1 Fair market value of assets not used (or held for use) directly in carrying out charitable, etc, purposes a Average monthly fair market value of securities b Average of monthly cash balances c Fair market value of all other assets (see instructions) d Total (add lines la, b and c) e Reduction claimed for blockage or other factors reported on lines la and lc (attach detailed explanation) I 1 e

2 Acquisition indebtedness applicable to line 1 assets 3 Subtract line 2 from line 1 d 4 Cash deemed held for charitable activities Enter 1 1129'0 of line 3 (for greater amount, see instructions) 5 Net value of nonchantable-use assets Subtract line 4 from tine 3 Enter here and on Part V, line 4 6 Minimum investment return Enter 5°h of line 5 6 I 4,104

foundations and certain Distllbutable Amount (see instructions) (Section 4942Q)(3) and 0)(5) private foreign organizations check here

1 Minimum investment return horn Part X, line 6 2a Tax on investment income for 2001 from Part VI, line 5 2a b income tax for 2001 (This does not include the tax from Part VI ) 2b c Add lines 2a and 2b

3 Distributable amount before adjustments Subtract line 2c from line 1 4a Recoveries of amounts treated as qualifying distributions 4a b Income distributions horn section 4947(a)(2) trusts 0 1 c Add lines 4a and 4b

5 Add lines 3 and 4c 6 Deduction from distributable amount (see instructions) 7 Distnbutable amount as adjusted Subtract line 6 from line 5 Enter here and on Part XIII, line ]

0 0

~a!'tXlt' Qualifying Distnbutons (see instructions)

1 Amounts paid (including administrative expenses) to accomplish charitable, etc, purposes a Expenses contributions, gifts, etc - total from Part I, column (c), line 26 b Program related investments - Total from Part IX B

2 Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc, purposes

3 Amounts set aside for specific charitable projects that satisfy the a Suitability test (prior IRS approval required) b Cash distribution test (attach the required schedule)

4 Qualifying distributions Add lines la through 3b Enter here and on Part V, line 8, and Part XIII, line d

5 Organizations that qualify under section 4440(e) for the reduced rate of lax on net investment income Enter 1% of Part I, line 27b (see instructions)

6 Adjusted qualifying distributions Subtract line 5 from line 4

TFF-A0307 12119101

the tax See Statement Attached

2

All other program related investments See instructions 3

Note The amount on line 6 will be used in Par( V column (b) in subsequent years when calculating whether the foundation qualifies for the section 4940(e) reduction of tax m those ears

BAA Form 990-PF (2001)

Formsso-PF(2oot) Purvts Grange Foundation Inc 31-1809142 Page

Pdtt'X111 Undistnbuted Income (see instructions)

"'t

t

~ . ., ^

; . .

s

� ~cE < :n�.

¢NEy^o's ~> >

°a

tr9 ~S~oYdM~~e ̂ ~~v n

6 Enter the net total of each column as indicated below

e Corpus Add lines 3f, 4c, and 4e Subtract line 5

b Prior years' undistributed income Subtract line 4b from line 2b

c Enter the amount of prior years undistribut e4 income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed

d Subtract line 6c from line 6b Taxable amount - see instructions

kxa,~'

. . . . aE .

.+(

f~ ~ ( ' 't

..'r .` ~, a,t ~,7

L' 'S

` (Form 990-Pr (2001)

TEEA0708 0124q2

1 Distributable amount for 2001 from Part XI, line 7

2 Undistributed income, d any, as of the end of 2000 a Enter amount for 2000 only b Total for prior years 20 _, 19 , 19

3 Excess distributions carryover, d any, in 2001 a From 1996 b From 1997 c From 1998 d From 1999 e From 2000 f Total of lines 3a through e

4 qualifying distributions far 2001 from Part XII, line 4 ~ $

a Applied to 2000, but not more than line 2a

b Applied to undistributed income of prior year ; (Election required - see instructions)

c Treated as distributions out of corpus (Election required - see instructions)

d Applied to 2001 disVibutable amount e Remaining amount distributed out of corpus

5 Excess distributions carryover applied to 2001 (If an amount appears in column (d), the same amount must be shown in column (a) )

(6) Corpus

.ri.L>J:~ .> ..v..c.> . . . . ... .

Years prior l0 2000 2000

~ np.. . °'k~ . e,

(d) 200)

V ̀. .ia

o ,

;TE.

` . . .°. .F .rs . . ~i,L

2

,nY ° ~. ~ ' F ~

Goo .~9j° 6~C

`~: 4,3:

0

i. , 3 Fm ,:'s, "y ; ~R w eF~~' ^

e Undistributed income for 2000 Subtract line 4a from line 2a Taxable amount - see instructions

f Undistributed income for 2001 Subtract lines 9` `x~" ` ` 4d and 5 from line l This amount must be distributed in 2002

7 Amounts treated as distributions out of corpus to salisfy requirements imposed ;``� ~ ; ' by section 770(b)(1)(E) or 4942(9)(3) (see instructions)

8 Excess distributions carryover from 1996 not applied on line 5 or line 7 (see instructions) 0

'~ ;r~`;yN~ ; 9 Excess distributions carryover to 2002 o8 Subtract lines 7 and 8 from line 6a 0 '"`'~°a`s"z< , .F'

10 Analysis of line 9 °~ ' ` "̀ _'~ ° Y . . .. . . x ; s '.''>,' `" k : ^

a Excess from 1997 0 " ` ~ ~~,^ ° ,F't "~, b Excess from 1998 0 ', `s 3~, s " ^; r"` c Excess from 1999 0 '

,' ^~9o tm~,cu d Excess from 2000 0 ' ~,l[, t ~~va

e Excess from 2001 0 BAp

,'~"'~

TEE^^°3°9 os2soi Form 990-PF (2001)

ndation instructions and Part VII

1 e II the foundation has received a ruling or determination letter that it is a private operating foundation, and the ruling is effective for 2001, enter the date of the ruling

b Check box to indicate whether the organization is a private operating foundation described in ~

2a Enter the lesser of the adjusted net Tax ear Prior 3 income from Part I or the minimum 2001 6) 2000 c 1' investment return from Part X for a each year listed 0

b 85°b of line 2a

c Qualifying distributions from Part XII, line 4 for each year listed

d Amounts includedln line 2c not used directly for active conduct of exempt activities

e Qualifying distributions made directly for active conduct of exempt activities Subtract line 2d from line 2c

3 Complete 3a, b, or c for the alternative test relied upon

a 'Fusels' alternative test - enter

(1) Value of all assets

(Z) Value of assets qualifying under Section 49420)(3)(B)(i)

6 'Endowment alternative lest - Enter 2/3 N minimum investment return shown in Part X line 61or each year listed

c 'Support alternative test - enter

(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (Section 512(a)(5)), or royalties)

(2) Support from general public and 5 or more exempt organizations as provided in Section 4942(jX3)(BXui)

(3) Largest amount of support from an exempt organization

1 Information Regarding Foundation Managers

a List any managers of the foundation who have contributed more than 2°b of the total contributions received by the foundation before the close of any tax year (but only if they have contributed more than $5,000) (See Section 507(d)(2) ) Magalen 0 Bryant

b List any managers of the foundation who own 10°h or more of the stock of a corporation (or an equally large portion of the ownership of a partnership or other entity) of which the foundation has a 10% or greater interest

None

Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc, Programs

Check here ' El if the organization only makes contributions to preselected charitable organizations and does not accept unsolicited requests for funds If the organization makes gifts, grants, etc, (see instructions) to individuals or organizations under other conditions, complete items 2a . b . c . and d

a The name, address, and telephone number of the person to whom applications should be addressed

b The form in which applications should be submitted and information and materials they should include

c Any submission deadlines

d Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other factors

Found io 990-PF

BAA reEna3io w25Ai Form 990-PF (2001)

Grants end Contnbutions Paid Dunn the Year or Approved for Future Payment

II recipient is an individual, Recipient Foundation Pug show any ielaLOnshiD to an pos^ of grant o~ Amount foundation manager ai status of contribution Name and address (home or business substantial contriLutor recipient

a Paid during the year

b Approved for future payment

Form sso-PV(2ooi) Purvis Grange Foundation . Inc 31-1809142 Page 11

PattXVi-A'? Analysis of Income-Producing Activities

b

c d

e

f g Fees and contracts from government agencies

2 Membership dues and assessments

3 Inteiesl on savings and temporary lash investments 4 Dividends and interest from securities

5 Net rental income or (loss) from real estate

a Debt-financed property

b Not debt-financed property

6 Net rental income or (loss) from personal property 7 Other investment income

8 Gain or (low) from sales of assets other than inventory

9 Net income or (loss) from special events

10 Gross profit or (loss) from sales of inventory

11 Other revenue ~~-'-b

I

o =

Lina No I Explain below how each activity for which income is reported in column (e) of Part hVl A contributed importantly to the ~ accomplishment of the organizations exempt purposes (other than by providing funds for such purposes) (See instructions )

BAA Form 990-PF (2001) TEEA,0501 01124A2

Enter gross amounts unless otherwise indicated Unrelated business inu (e) (6)

Business Amount code

1 Program service revenue

Excluded 6 section 512 513, or Sll

Ecclu Amount Related or exempt scan function income

C

d

e

12 Subtotal Add columns (b), (d), and (e) cv,`c 48

73 Total Add line 72, columns (b), (d), and (e) ~ 13 4$ (See worksheet in the instructions for line 13 to verify calculations )

~etXVl-B` Relationship of Activities to the Accomplishment of Exempt Purposes

1-1809142 Page 12 Form s9o-PF(2ooi) Purvis Grange Foundation, PartJMt3-Information Regarding Transfers to an

Ezemot Organizations and Relationships with Noncharitade

1 Did the organization directly or indirectly engage in any of the following with any other organization described in Section 501(c) of the Code (other than Section 501(c)(3) organizations) or in Section 527, relating to political organizalions7

a Transfers from the reporting organization to a noncharitable exempt organization of (1) Cash (2) Other assets

b Other transactions (1) Sales of assets to a noncharilable exempt organization (2) Purchases of assets from a noncharitable exempt organization (3) Rental of facilities, equipment, of other assets (4) Reimbursement arrangements (5) Loans or loan guarantees (6) Performance o1 services or membership or fundraising solicitations x

c Sharing of facilities, equipment, mailing lists, other assets, or paid employees I 1 c

d If the answer to any of the above is 'Yes,' complete the following schedule Column (b) should always show the fair market value of the goods, other assets, or services given by the reportin 9 organization If the organization received less than fair market value in any transaction or sharing arrangement, show in column (d) the value of the goods other assets or services received Line no (b) Amount involved (c) Name of nonchantable exempt organization (d) Description of transfers . transactions . and shanna arranoeme

Yes X No

of

TEFaosoz

Yes T No T~ . ;, f Vo'

1 e . )

le X

1b 1) X lb(2) y . .^ . X

7 b 4) X 1b(51 X

2s Is the organization direct) or indirectly affiliated with, or related to, one or more tax exempt organizations described in Section 507) of the Code (other than Section 501(c)(3)) or in Section 527

b N 'Yes,' complete the followin g schedule (a) Name of orqan¢ation (b) Twe of oroan¢ahon (rl n,ri

Under penalties of penury I declare hat I have examined this renim including as correct. and mmplete -Declaration o!4eparSFAtther ban taxpayer or fiduciary) is

1 /~

SVre of Officer Trustee

Sign Preparers Here paid siyNw« P re- eareis LOCHNAU I 5! Firm s Name (or yours

Iself emplo,~df t p0 BOX 18 Only address ,rd n P cods MIDDLEBUR

BAA

OMB No 15150077 Schedule B (Form 990.99 o-e

I

z, Schedule of Contributors or 990-PF) Department of Me Ti .~.y Supp lementary information for lntemal R.verue Samce line 1 of Form 990 . 990-EZ end 990-PF (see ins Name of OrpanizaCon

2001

Employer Id .ritificallon Number

Caution Organizations that are not covered by the general rule and/or the special rules do not file Schedule B (Form 990, 990 EZ, or 990 PF) but must check the box in the heading o! their Form 990 Form 990-EZ, or on line i of their Form 990-PF, to certify the( they do not meet the filing requirements of Schedule B (Form 990, 990-EZ or 990-PF)

Schedule B (Form 990, 990 EZ, or 990 PF) (2001) BAA

TEen07oi 12130101

Organization type (check one) Filers of Section Form 990 or 990 EZ ~501(c)(-) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation 527 political organization

Form 990 PF ~501(c)(3) exempt private foundation 4947(a)(1) nonexempt charitable trust treated as a private foundation 501(c)(3) taxable private foundation

Check it your organization is covered by the general rata or a special rule (Note Only a Section 50I(c)(7), (8) or (70) organization can check boxes) for both the general rule and a special rule - see instructions )

General Rule - ~ For organizations filing Form 990, 990 EZ, or 990 PF [hat received, during the year, $S,OOD or more (in money or property) from any one

contributor (Complete Parts I and II )

Special Rules -

For a section 501 c)(3) organization filing Form 990, or Form 990 EZ, that met the 33 1/3% support test of the regulations under sections 509(a)(1)/170(6)(1S(A)(vi) and received from any one contributor, during the year, a contribution of the grower of $5,000 or 2% of me amount on line 1 of these forms (Complete Parts I and II )

For a section 501(c)(7), (B), or (10) organization filing Form 990, or Form 990 EZ, that received from any one contributor, during the year, aggregate contributions or bequests of more than $7,000 for use exclusively for religious, charitable, scientific, literary, or educational purposes, or the prevention of cruelty to children or animals (Complete Parts I, II, and III )

For a section 501(c)(7), (8), or (10) organization fling Form 990, or Form 990 EZ, that received from any one contributor, during the year, some contributions for use exNuSrvelyfor religious, charitable, etc, purposes, but these contributions did no[ aggregate to more wan $1 .000 (If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc, purpose Do not complete any of the Paris unless the general rule applies to this orgainization because it received nonexclusively religious, charitable, etc , contributions of $5,000 or mare duing the year ) io. $

to Schedule B (Form 990, 990 EZ, 990 PF) (2001) N.m* Of Orya diZaUen

Purvis Grange Foundation, Inc

BFtff,,~, Contributors (see instructions)

(a) (b) Number Name, address and ZIP +4

unpin

31-

(c) (a) Aggregate Type of contribution contributions

~ X 1 Magalen 0-Bryant _ - Person Payroll

PO -Box -1850

-_---_---_--------------$ _-

1000,000 Noncash

(Complete Part II if there is Mtddl2burg-______--____--_-_ VA_ 20118-

- - - - noncashcontribution )

(a) (b) (C) Vumber Name, address end DP +4 Aggrogate Type of contribution

Aggregate Type of contribution contributions

Name, address and Z1P +4

Number) Name, address and ZIP+4 I Aggregate I Type of contribution contnbutions

Number) Name, address and ZIP+4 I Aggregate I Type of contribution contnbutions

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

Aggregate I Type of contribution contnbutions

Number Name, address and ZIP +4

n Perso'

--- $----------- N ncesh

(Complete Part II if there is noncashcontribution )

TEEA0702 01102A2 Schedule B (Form 990, 990 EZ, 990 PFD (2001)

- --------------------------------------

-------------------------------------

-------------------------------------

Person Payrol I Noncash

(Complete Part II if there is noncash contribution )

Parsoln

N n esh

(Complete Part II if there is noncash Contribution )

Parson Payroll

-------------------------------------$----------- Noncash

(Complete Part II if there is noncashcontribution )

-------------------------------------

-------------------------------------

Person Payroll Noncash

(Complete Part II it there is noncash contribution )

Purvis Grange Foundat

P3ef ff° : Noncash Property

(a) No from Part I

(b) Description of noncesh property given (C) (d)

FMV (or estimate) Date received (sae instructions)

(a () No trom Description of noncesh properly given FMV (or estimate) Date received Part I (see instructions)

Real Estate - -655 -acres of land in Mississippi------ ------------------------------------------ ------------------------------------------ _________________________________________S 1-1001000- -1L/ Go/01-

(e) No from Part I

(b) Description of noncash property given (c) (d)

fMV (or estimate) Date received (5e8 instructions)

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - $ ----------- [ - - - - - - - -

(a) No from

Part I Description of noncash property given (C) (d) FMV (or estimate) Date received

(see instructions)

------------------------------------------

- ---------------------------------- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - $ ----------- [ - - - - - - - -

(e) No from Part I

(C) cd> FMV (or estimate) Date received (see instructions)

ro> Description of noncash property given

------------------------------------------------------------------------------------------------------------------------------- ------- ---- ------------ ------$-----------F-------- BAA Schedule B (Form 990, 990 EZ, or 990 PF) (2001)

TEFA0703 10*5101

Schedule B to 1 of Part II

31-1809142

Real Estate - 6,632 acres of land in Louisiana ---------------------------------------------------------------------------------------------------------------------------$--- 6_125,000- 12/19/01

(a) (b) No from Description of noncash property given FMV (or estimate) Date received Part I (sae instructions)

Real Estate - 4,687 acres of land in Mississippi- --- ------------------------------------------ ------------------------------------------ -----------------------------------------$--- 3_336,250_ _12/20/01

1

(c) Book Value

(b) Accumulated Depreciation

(a) Cost/Other

Basis Line 14b - Descnp4on of

Land, Buildings, and Equipment

Total 6,803 280 0 6, 803 .280

Purws Grange Foundation, Inc 31-1809142

Form 990-PF, Page 2, Part II, Line 14 L-14 Stmt

of land in Louisiana 2,057,530 I 0 I 2,057,530 of land in Mississippi 3,400,750 0 3,400,750 land in Mississippi 1,345,000 0 1,345,000

Z \ENTITI'\PurvisGrange\dlv\O1 TR doc

Purvis Grange Foundation Fein 31-1809142 Form 99U-PF

Tax Year 12/31/01

Part VII-A Statements Regarding Activities, question 10, Substantial Contributors:

Magalen O Bryant PO Box 1850 Middleburg, VA 20118

Part IX-A Summary of Direct Charitable Activities and Part IX-B Summary of Program-Related Investments:

The organization was not funded until December of 2001 The exempt operations did not begin until January 1, 2002

FiFZ050i ii127Ai

Farm 886$ Application for Extension of Time to File an

(December zooo) Exempt Organization Return OMB No 7545 1709

Departrnent al Fe Treasury i~~~~� i R=e Service te- File a sBparate "aoplication for each return

If you are filing for an Automatic 3-Month Extension, complete only Part I and check this box ~ X It you are filing for an Additional (not automatic) 3-Month Extension, complete only Pert II (on page 2 of this form)

Note Do no! complete Part 11 unless you have already been granted an automatic 3-month extension on a previously filed Form 8868

P~!'F ~ ; Automatic 3-Month Extension of Time - Only submit original (no copes needed) Note Form, 990-T corporations; requesting an automatic 6-month extension - check this box and complete Part 1 only

All other corporations (including Form 990 C filers) must use Form 7004 to request an extension of fame to file income fax returns Partnerships, REMICs and trusts must use Form 8736 to request an extension of time to file Form 7065 1066 or 104 1

Name of Exempt Oryanabon Employer Identlllntlon Number Type or pnnt Purv,s Gran g e Foundation, Inc I31-1809142 Ile by the Number street and Roam or Since Number I! a P 0 Bow see instructions

due date for tiling your P 0 Box 1850 return See cry Town o. Post Office For a foreign address, +ea instructions sew as cods instructions

MiddleburR VA 20118 Check type of return to be filed (file a separate application for each return)

Form 990 Form 990 T (corporation) Form 4720 Form 990 BL Form 990 T (Section 401(x) or 408(x) trust) Form 5227 Form 990 EZ Form 990-T (trust other than above) Forth 6069

X Form 990-PF Form 10A1 A Form 8870 If the organization does not have an office or place of business in the United States, check this box If this is for a group return, enter the organization's four digit Group Exemption Number (GEN) If this is for me whole group, check this box 0` F It it is for part of the group, check this box ~ ~ and attach a list with the names and EINs of all members the extension will cover

1 I request an automatic 3-month (6 month, for 990-T corporation) extension of time until AUK 15 , 20 02 to file ;he exempt organization return for the organization named above The extension is for the organization's return for

calendar year 20 or XB tax year beginning NOV 1 .20 01 , and ending Dec 31 , 20 01

2 It this tax year is for less than 12 months, check reason X~ Initial return Final return ~ Change in accounting period

3a If this application is for Form 990-BL, 990 PF, 990 T, 4720, or 6069, enter the tentative tax, less any nonrefundable credits See instructions $ 0

b If this application is for Form 990 PF or 990 T, enter any refundable credits and estimated tax payments made Include any prior year overpayment allowed as a credit $

c Balance Due Subtract line 3b from line 3a Include your payment with this form, or, if required, deposit with FTD coon or, if required, by using EFfPS (Electronic Federal Tax Payment System) See instructions $ 0

Signature and Verification

UMer penalhes of penury 1 declare riot 1 he, . examined Uus re Win mcJUdrry accomp+Wrq sdnedules and sb2menh, and b in. rest of my knowledge and belief . ~l ,s bve cortxt and complete, and hat I am auhonzed b prepare tiu brm

~ / . ~n~ , 1 1 7 Signature CPA Can, BAA For Paperwork Reduction Act Notice, sea instructions Form 8868 (12 2000)

V

Note Only complete Part // d you have already been granted an automatic 3-month extension an a previously /dad Form 8868

" If ou are filin g for an Automatic 3-Month Extension, complete only Part I (on page 1) Part H` Additional (not automatic) 3-Month Extension of Time - Must File Onmnal and One

emWO7v~amv

~31-18091 For IRS Use Onl

�dR a

File by he exroMeO due date "~ P 0 Box 1850 realm SK Gary Town or Post Office, State and ZIP Lade For a Foreign Address, See Inswcmns instruct.

MiddLeburg VA 20118 Check type of return to be filed (file a separate application for each return)

H Form 990 Form 990 EZ R Form 990 T (Section 401(a) or 408(a) trust) Form 990 BL X Form 99(1 PF Form 990 T !trust other than above)

~'r'z9.'l^'' y^� 4

o , Cf~~ k

Form 5227 Form 8870 Form 1041 A

Alternate Mailing Address - Enter we addr-ass if you want the copy of this application for an additional 3 month extension returned to an address different than the one entered above

Type or I Number end Street Orchids suite mom or Pont

LIA'DP,WcISROPF FIELD DIRECTOR, SUBMISSION PROCESSING OGpEN

Form 8868 (Rev 12 2000)

Or Town Province or

BAA FIF20502 11l30)01

For . r122000 Purvis Gran ge Foundation, Inc 31-1809142 Pa e2 - Ii " tiling for an Additional (not automatic) 3-Month Extension, complete only Part II and check this box ~ X

Name of E+empt Onganaau, Type or Pnnt IPUrvis Grange Found

Number Street and Room or Suite Number If . P 0 box See insPUCOOns

Stop Do not complete Part II it you ware not already ranted an automatic 3monih extension on a previousl y filed Form 8868 as If the organization does not have an office or place of business in the United States, check this box ~ u " If this is for a group return, enter the organizations four digit Group Exemption Number (GEN) Ii this is for the

whole group, check this box ~ O If it is pert of the group, check this box ~ El and attach a list with the names and EINS of all members the extension is for 4 I request an additional 3 month extension of time unt il Nov 1 5 ~n !17

5 For calendar year , or other tax year beginning NOV 1 , 20 01 and ending Dec 31 , 20 01 6 If this tax year is for less than 72 months, check reason Xu Initial return 11 Final return Change in accounting period 7 State in detail why you need the extension The entity was_Credted_at_ the end of 2001 _In -_ _ _ _---_

order-to fI le_a complete return additional time ~s necessary _to-_gather accurate--__-_ information regarding_ the initial-contributions-to- the- foundation

Ba If this application is for Form 990 BL, 990 PF, 990 T, 4720, or 6069, enter the tentative tax, less any nonrefundable credits See instructions $ 0

b payments

this application is for Form 990-PF, 990-T, 4720, or 6069, enter any refundable credits and estimated tax

Form gg5gmade Include any prior year overpayment allowed as a credit and any amount paid previously with $

c Balance due Subtract line 8b horn line 8a Include your paym ant with this form, or, it required, deposit with FTD coupon or, if required, by using EFTPS (Electronic Federal Taz Payment System) See instructions $ 0

Signature and Verification under penalties, of perryry 1 declare that I have examined this loan ircluEinp accompanying schedules and statements and m be bast of my kroMbge and ballet, it is hoe coma and complete, and hat I am auNOntilid to prepare this form

SiSruLrt I ' ~.tNU- Title s- CPA Date ~151oblubxJ Notice to Applicant - To be Completed by the IRS

We have approved this application Please attach this form to the organization's ration r r-7 We have not approved this application However, we have grantee' a 10 day grace period from the later of the date shown below or the due date of the organization s return (including any prior extensions) This grace period is considered to be a valid extension of time for elections otherwise required to be made on a timely filed return Please attach this loan to the organization's return

We have not approved this application After considering the reasons stated in item 7, we cannot grant your request for an extension of time to file We are not granting a 10-day grace period R We cannot consider this application because it was filed attar the due date of the return for which an extension was requested Other

By Doctor

number) or . P O

postal or ZIP cads)