MARSHALL COUNTY EDUCATIONAL FOUNDATION, INC.

File	View Page
Three-digit plan number (PN)	002
Effective date of plan	1996-07-01
Business code	812990
Sponsor’s telephone number	6622523449
Plan sponsor’s address	100 ACADEMY DR, HOLLY SPRINGS, MS, 386352745

Signature of

Role	Plan administrator
Date	2025-01-15
Name of individual signing	PATTY LUSBY
Valid signature	Filed with authorized/valid electronic signature
Role	Employer/plan sponsor
Date	2025-01-15
Name of individual signing	PATTY LUSBY
Valid signature	Filed with authorized/valid electronic signature

File	View Page
Three-digit plan number (PN)	002
Effective date of plan	1996-07-01
Business code	812990
Sponsor’s telephone number	6622523449
Plan sponsor’s address	100 ACADEMY DR, HOLLY SPRINGS, MS, 386352745

Signature of

Role	Plan administrator
Date	2023-08-23
Name of individual signing	PATTY LUSBY
Valid signature	Filed with authorized/valid electronic signature
Role	Employer/plan sponsor
Date	2023-08-23
Name of individual signing	PATTY LUSBY
Valid signature	Filed with authorized/valid electronic signature

File	View Page
Three-digit plan number (PN)	002
Effective date of plan	1996-07-01
Business code	812990
Sponsor’s telephone number	6622523449
Plan sponsor’s address	100 ACADEMY DR, HOLLY SPRINGS, MS, 386352745

Signature of

Role	Plan administrator
Date	2022-10-26
Name of individual signing	PATTY LUSBY
Valid signature	Filed with authorized/valid electronic signature

File	View Page
Three-digit plan number (PN)	002
Effective date of plan	1996-07-01
Business code	812990
Sponsor’s telephone number	6622523449
Plan sponsor’s address	100 ACADEMY DR, HOLLY SPRINGS, MS, 386352745

Signature of

Role	Plan administrator
Date	2021-10-27
Name of individual signing	PATTY LUSBY
Valid signature	Filed with authorized/valid electronic signature

File	View Page
Three-digit plan number (PN)	002
Effective date of plan	1996-07-01
Business code	812990
Sponsor’s telephone number	6622523449
Plan sponsor’s address	100 ACADEMY DR, HOLLY SPRINGS, MS, 386352745

Signature of

Role	Plan administrator
Date	2021-01-05
Name of individual signing	PATTY LUSBY
Valid signature	Filed with authorized/valid electronic signature

File	View Page
Three-digit plan number (PN)	002
Effective date of plan	1996-07-01
Business code	812990
Sponsor’s telephone number	6622523449
Plan sponsor’s address	100 ACADEMY DR, HOLLY SPRINGS, MS, 386352745

Signature of

Role	Plan administrator
Date	2019-11-12
Name of individual signing	PATTY LUSBY
Valid signature	Filed with authorized/valid electronic signature
Role	Employer/plan sponsor
Date	2019-11-12
Name of individual signing	PATTY LUSBY
Valid signature	Filed with authorized/valid electronic signature

File	View Page
Three-digit plan number (PN)	002
Effective date of plan	1996-07-01
Business code	812990
Sponsor’s telephone number	6622523449
Plan sponsor’s address	100 ACADEMY DR, HOLLY SPRINGS, MS, 386352745

Signature of

Role	Plan administrator
Date	2018-10-24
Name of individual signing	PATTY LUSBY
Valid signature	Filed with authorized/valid electronic signature
Role	Employer/plan sponsor
Date	2018-10-24
Name of individual signing	PATTY LUSBY
Valid signature	Filed with authorized/valid electronic signature

File	View Page
Three-digit plan number (PN)	002
Effective date of plan	1996-07-01
Business code	812990
Sponsor’s telephone number	6622523449
Plan sponsor’s address	100 ACADEMY DR, HOLLY SPRINGS, MS, 386352745

Signature of

Role	Plan administrator
Date	2017-10-26
Name of individual signing	PATTY LUSBY
Valid signature	Filed with authorized/valid electronic signature
Role	Employer/plan sponsor
Date	2017-10-26
Name of individual signing	PATTY LUSBY
Valid signature	Filed with authorized/valid electronic signature

File	View Page
Three-digit plan number (PN)	002
Effective date of plan	1996-07-01
Business code	812990
Sponsor’s telephone number	6622523449
Plan sponsor’s address	100 ACADEMY DR, HOLLY SPRINGS, MS, 386352745

Signature of

Role	Plan administrator
Date	2016-11-16
Name of individual signing	PATTY LUSBY
Valid signature	Filed with authorized/valid electronic signature
Role	Employer/plan sponsor
Date	2016-11-16
Name of individual signing	PATTY LUSBY
Valid signature	Filed with authorized/valid electronic signature

File	View Page
Three-digit plan number (PN)	002
Effective date of plan	1996-07-01
Business code	812990
Sponsor’s telephone number	6622523449
Plan sponsor’s address	100 ACADEMY DR, HOLLY SPRINGS, MS, 386352745

Signature of

Role	Plan administrator
Date	2016-01-20
Name of individual signing	PATTY LUSBY
Valid signature	Filed with authorized/valid electronic signature
Role	Employer/plan sponsor
Date	2016-01-20
Name of individual signing	PATTY LUSBY
Valid signature	Filed with authorized/valid electronic signature

File	https://efast2-filings-public.s3.amazonaws.com/prd/2014/07/29/20140729104222P040063291345001.pdf
Three-digit plan number (PN)	002
Effective date of plan	1996-07-01
Business code	812990
Sponsor’s telephone number	6622523449
Plan sponsor’s address	100 ACADEMY DR, HOLLY SPRINGS, MS, 386352745

Signature of

Role	Plan administrator
Date	2014-07-29
Name of individual signing	PATTY LUSBY
Valid signature	Filed with authorized/valid electronic signature
Role	Employer/plan sponsor
Date	2014-07-29
Name of individual signing	PATTY LUSBY
Valid signature	Filed with authorized/valid electronic signature

File	https://efast2-filings-public.s3.amazonaws.com/prd/2013/10/01/20131001132526P030019511729001.pdf
Three-digit plan number (PN)	002
Effective date of plan	1996-07-01
Business code	812990
Sponsor’s telephone number	6622523449
Plan sponsor’s address	100 ACADEMY DR, HOLLY SPRINGS, MS, 386352745

Signature of

Role	Plan administrator
Date	2013-10-01
Name of individual signing	PATTY LUSBY
Valid signature	Filed with authorized/valid electronic signature
Role	Employer/plan sponsor
Date	2013-10-01
Name of individual signing	PATTY LUSBY
Valid signature	Filed with authorized/valid electronic signature

In Care of Name	-
Group Exemption Number	0000
Subsection	Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation	Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification	Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility	Contributions are deductible.
Foundation	School 170(b)(1)(A)(ii)
Tax Period	2023-06
Asset	1,000,000 to 4,999,999
Income	1,000,000 to 4,999,999
Filing Requirement	990 (all other) or 990EZ return
PF Filing Requirement	No 990-PF return
Accounting Period	Jun
Asset Amount	1763187
Income Amount	3614399
Form 990 Revenue Amount	3614399
National Taxonomy of Exempt Entities	-
Sort Name	-

Publication 78 Data

Description	Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List	Yes
Deductibility	Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name	MARSHALL COUNTY EDUCATIONAL FOUNDATION INC
EIN	64-0470127
Tax Period	202206
Filing Type	E
Return Type	990
File	View File
Organization Name	MARSHALL COUNTY EDUCATIONAL FOUNDATION INC
EIN	64-0470127
Tax Period	202006
Filing Type	E
Return Type	990
File	View File
Organization Name	MARSHALL COUNTY EDUCATIONAL FOUNDATION INC
EIN	64-0470127
Tax Period	201906
Filing Type	E
Return Type	990
File	View File
Organization Name	MARSHALL COUNTY EDUCATIONAL FOUNDATION INC
EIN	64-0470127
Tax Period	201806
Filing Type	E
Return Type	990
File	View File
Organization Name	MARSHALL COUNTY EDUCATIONAL FOUNDATION INC
EIN	64-0470127
Tax Period	201706
Filing Type	E
Return Type	990
File	View File
Organization Name	MARSHALL COUNTY EDUCATIONAL FOUNDATION INC
EIN	64-0470127
Tax Period	201606
Filing Type	E
Return Type	990
File	View File

Loan Status Date	2020-12-10
Loan Status	Paid in Full
Loan Maturity in Months	24
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	240600
Loan Approval Amount (current)	240600
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	39223
Servicing Lender Name	Bank of Holly Springs
Servicing Lender Address	970 Hwy 7 S, HOLLY SPRINGS, MS, 38635-9174
Rural or Urban Indicator	R
Hubzone	Y
LMI	Y
Business Age Description	Existing or more than 2 years old
Project Address	HOLLY SPRINGS, MARSHALL, MS, 38635-2745
Project Congressional District	MS-01
Number of Employees	45
NAICS code	611110
Borrower Race	Unanswered
Borrower Ethnicity	Unknown/NotStated
Business Type	Non-Profit Organization
Originating Lender ID	39223
Originating Lender Name	Bank of Holly Springs
Originating Lender Address	HOLLY SPRINGS, MS
Gender	Unanswered
Veteran	Unanswered
Forgiveness Amount	242137.17
Forgiveness Paid Date	2020-11-27